AVERA HEALTH: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- AVERA HEALTH (EIN 46-0422673)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201121369349302967
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T10:49:33-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5601 Green Valley Drive Suite 700 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 554371145 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460422673 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avera Health | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AVER | NameControl |
| Phone | 6053227300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 West Avera Drive No 300 | AddressLine1 |
| City | Sioux Falls | City |
| State | SD | State |
| ZIP Code | 57108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jim Breckenridge | Name |
| Title | Secretary/Treasurer | Title |
| Phone | 6053227300 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kim Hunwardsen CPA | Name |
| Phone | 9529446166 | Phone |
| Date Prepared | 2011-05-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | John Porter | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 West Avera Drive No 300 | AddressLine1 |
| City | Sioux Falls | City |
| State | SD | State |
| ZIP Code | 57108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 48634031 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.avera.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | SD | StateLegalDomicile |
| Activity Or Mission Description | Promotion of Health | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 325 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 1764279 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 537241 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1400471 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5772674 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 34777947 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 40864118 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1007952 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1201853 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 34895 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11426 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 37221265 | TotalRevenuePriorYear |
| Total Revenue Current Year | 47850071 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2639789 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2238460 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18659019 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21571696 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16029318 | OtherExpensePriorYear |
| Other Expenses Current Year | 19118840 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 37328126 | TotalExpensesPriorYear |
| Total Expenses Current Year | 42928996 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -106861 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4921075 | RevenuesLessExpensesCY |
| Total Assets BOY | 485515498 | TotalAssetsBOY |
| Total Assets EOY | 570136185 | TotalAssetsEOY |
| Total Liabilities BOY | 366200796 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 441702144 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 119314702 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 128434041 | NetAssetsOrFundBalancesEOY |
| Mission Description | Avera Health is a health ministry rooted in the Gospel. Our mission is to make a positive impact in the lives and health of persons and communities by providing quality services guided by Christian values. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 38467840 | Expense |
| Grants | 2052265 | Grants |
| Revenue | 39092879 | Revenue |
| Description | Avera Health delivers health care to individuals and communities through a system of nearly 300 affiliated health care facilities, which are referred to collectively as "Avera." Avera, the health ministry of the Benedictine and Presentation Sisters, served the people of eastern South Dakota and surrounding states with a wide spectrum of health services delivered through hospitals, long-term care facilities, clinics and other health programs.Avera Health VisionWorking with its partners, Avera Health shall provide a quality, cost-effective health ministry, which reflects Gospel values. We shall improve the health care of the people we serve through a regionally integrated network of persons and institutions.Avera ValuesIn caring for life, the Avera community is guided by the Gospel values of compassion, hospitality and stewardship.Avera is sponsored by the Benedictine Sisters of Yankton, S.D., and the Presentation Sisters of Aberdeen, S.D. In accord with its Catholic mission, Avera adheres to "The Ethical and Religious Directives for Catholic Health Care Services".Avera facilities return any revenues over expenses that they receive to the people in their communities in three ways:We provide care of those who cannot afford to pay. Avera affiliates provide free or discounted health and health-related services to persons who cannot afford to pay all or part of a bill, including persons who are uninsured and low-income patients, using income-related discounts. As the number of uninsured persons grows, so does the need for charity care, or free or discounted health services provided to those who cannot afford to pay.Charity Care/Patient Assistance $16,214,143Charity care/patient assistance is free or discounted health and health-related services provided to persons who cannot afford to pay all or part of a bill, including persons who are uninsured and low-income patients, using an income-related schedule. The dollar amount provided for charity care is based on the actual cost of providing that service, not the amount that would have been charged for that service. Charity care does not include bad debt.Unpaid Costs of Government and Other Programs $ 24,948,636*Medicaid, State Children's Health Insurance Program (SCHIP), local and state government programs that reimburse health care providers for persons not eligible for Medicaid and other government programs provide health coverage for thousands of individuals in our region. However, they generally do not reimburse hospitals and doctors for the full costs of services. In many instances, payment is based on data from previous years that doesn't accurately reflect the rapidly changing nature of health services, such as new processes, new equipment, new technologies and rising costs for supplies.*In accord with "A Guide for Planning and Reporting Community Benefit" (St. Louis: Catholic Health Association of the United States, 2008), unpaid costs of Medicare are not included in this amount. The amount of unpaid costs of Medicare for the fiscal year ending June 30, 2010, was $34,200,460.Additional Community Benefits $33,669,600Community benefits are programs or activities that provide treatment or promote health and healing as a response to identified community needs. These programs and services are not provided for marketing purposes. A community benefit must meet at least one of the following criteria: improve access to health care services; enhance health of the community; advance medical or health care knowledge; or relieve or reduce the burden of government or other community efforts. Included in this category are community health improvement services, health professions education, subsidized health services, research activities, financial and in-kind contributions, community-building and leadership activities and community-benefit-operations activities.Total $74,832,379Avera operates under the premise that social and institutional wellness are best promoted through joined efforts of various religious and community-sponsored institutions. Choosing collaboration and empowerment enables us to be better stewards of our human, financial, technical and environmental resources.Our caregivers are supported by the resources and expertise of the region's largest health system. Management and other support services are provided through the Avera Central Office, and Avera's five regional centers: Avera St. Luke's in Aberdeen, S.D.; Avera Marshall Regional Medical Center in Marshall, Minn.; Avera Queen of Peace in Mitchell, S.D.; Avera McKennan in Sioux Falls, S.D.; and Avera Sacred Heart in Yankton, S.D. As a leading health system in the region, Avera is committed to meeting the needs of communities it serves through the provision of quality health care services guided by Christian values and by making a positive impact on the community. Avera Health acts as the leader of the Avera health ministry, serving as an overall parent to support its affiliated tax-exempt health care organizations. Through Avera Health, affiliates collaborate to improve the lives and health of individuals and of the communities we serve. This collaboration allows affiliates to access leading edge strategies and expertise while keeping administrative costs as low as possible.Avera Health serves health care facilities that are owned by Avera Health as well as facilities that are owned by local communities. Through Avera Health, affiliates are able to share costs of management, legal and other support services among many facilities rather than each facility incurring those costs separately. Avera Health provides a variety of services for the benefit of affiliates including coordinating the delivery of health care service to the region, overall strategic planning, group purchasing of supplies and services at lowest possible cost and education. Avera Health also coordinates joint investments and risk-management programs for affiliates.Some of the specific ways Avera Health has improved the communities we serve include during the year ended June 30, 2010 are:* Providing support services to nearly 300 affiliated health care facilities* Providing more than $153,380 in financial support for various projects in local communities* Sponsoring education programs including a gerontological care conference, nursing conference, ethics conference, parish nursing conference and more | Description |
| Total Program Service Expense | 38467840 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 119 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 325 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim Breckenridge | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6053224700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 W Avera Dr STE 300 | AddressLine1 |
| City | Sioux Falls | City |
| State | SD | State |
| ZIP Code | 57108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Rodney W Fouberg | |||||||
| Chair | 5.00 | X | X | 0 | 0 | 0 | |
| Sister Lucille Welbig | |||||||
| Vice Chair | 5.00 | X | X | 0 | 0 | 0 | |
| Sister Aidan Bourke | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Mark Buche | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Sister Kathleen Crowley | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Sister Mary Jaeger | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Kevin Conlin | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Sister Debra Kolecka | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Dr James Reynolds | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Mark Shalanta | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| DrHerbert A Saloum | |||||||
| Director | 5.00 | X | 6461 | 0 | 0 | ||
| Dr Stephan Schroeder | |||||||
| Director | 5.00 | X | 0 | 165955 | 18350 | ||
| Bob Sutton | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Sister Mary M Thomas | |||||||
| Director | 5.00 | X | 0 | 119907 | 403 | ||
| Daniel P Murphy | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| John Porter | |||||||
| President & CEO | 40.00 | X | X | 1015449 | 0 | 43466 | |
| James Breckenridge | |||||||
| Sec/Treas & SrVp Finance | 40.00 | X | 493890 | 0 | 33527 | ||
| Fredrick Slunecka | |||||||
| Pres/CEO-McKennan | 1.00 | 608919 | 0 | 26966 | X | ||
| David Erickson | |||||||
| Sr VP Medical Affair | 40.00 | 482314 | 0 | 27794 | X | ||
| Ron Jacobson | |||||||
| Pres/CEO-St.Lukes | 1.00 | 430720 | 0 | 43466 | X | ||
| Pam Rezac | |||||||
| Pres/CEO-Sacred Heart | 1.00 | 387249 | 0 | 27794 | X | ||
| Jean Reed | |||||||
| Sr VP Strategy/Governance | 40.00 | 368724 | 0 | 28966 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3793726 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 285862 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 250732 | TotalOtherCompensation |
| Number Individuals GT100 K | 47 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Medical Information Technology | |||||
| PO Box 74569 | Chicago | IL | 60696 | IT consulting and contracting | 1761880 |
| US Bank National Association | |||||
| 600 Nicollet Mall | Minneapolis | MN | 55402 | Management Fee | 1411420 |
| BVK | |||||
| 250 West Conventry Court | Milwaukee | WI | 53217 | marketing/consulting | 1328228 |
| Navigant Consulting Inc | |||||
| 4511 Paysphere Circle | Chicago | IL | 60674 | Operational Consulting | 1300469 |
| South Dakota Network LLC | |||||
| PO Box 1817 | Sioux Falls | SD | 57101 | telephone lines/service | 1255030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 31 | NumberOfContractorsGT100K |
| Government Grants | 3912851 | GovernmentGrants |
| All Other Contributions | 1859823 | AllOtherContributions |
| Total Contributions | 5772674 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Support Services | 561000 | 39179320 | 37508099 | 1671221 |
| Income from affiliates | 561000 | 1651451 | 1558393 | 93058 |
| Education & Conference | 900099 | 33347 | 33347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 40864118 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1747053 | TotalRevenueColumn |
| Exclusion | $1,747,053 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 238760 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 486886 | Securities |
| Other | 297074 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -486886 | Securities |
| Other | -58314 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -545200 | TotalRevenueColumn |
| Exclusion | -$545,200 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other investment incom | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 11426 | TotalRevenueColumn |
| Exclusion | $11,426 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11426 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47850071 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39099839 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1764279 | UnrelatedBusinessRevenue |
| Exclusion | $1,213,279 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2185990 | Total |
| Program Services | 2185990 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52470 | Total |
| Program Services | 52470 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1729147 | Total |
| Management And General | 1729147 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16249975 | Total |
| Program Services | 16249975 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3592574 | Total |
| Program Services | 3592574 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 572131 | Total |
| Management And General | 572131 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4788839 | Total |
| Program Services | 4253006 | ProgramServices |
| Management And General | 535833 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1460772 | Total |
| Program Services | 1460772 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3387712 | Total |
| Program Services | 3024744 | ProgramServices |
| Management And General | 362968 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 709014 | Total |
| Program Services | 539391 | ProgramServices |
| Management And General | 169623 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 812706 | Total |
| Program Services | 589759 | ProgramServices |
| Management And General | 222947 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378399 | Total |
| Program Services | 319973 | ProgramServices |
| Management And General | 58426 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476892 | Total |
| Program Services | 476892 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3118979 | Total |
| Program Services | 2498930 | ProgramServices |
| Management And General | 620049 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175962 | Total |
| Program Services | 67508 | ProgramServices |
| Management And General | 108454 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Grant Program Expenditu | 2046253 | 2046253 | |
| Marketing | 931074 | 931074 | |
| Miscellaneous | 191997 | 178529 | 13468 |
| UBI Tax | 68110 | 68110 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42928996 | Total |
| Program Services | 38467840 | ProgramServices |
| Management And General | 4461156 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8033791 | BOY |
| EOY | 16430963 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227044 | BOY |
| EOY | 204445 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5044252 | BOY |
| EOY | 4255808 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6995791 | BOY |
| EOY | 6816237 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 682806 | BOY |
| EOY | 839480 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 35268310 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10955449 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26970549 | BOY |
| EOY | 24312861 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333627232 | BOY |
| EOY | 427248935 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103263481 | BOY |
| EOY | 89198849 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 670552 | BOY |
| EOY | 828607 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 485515498 | BOY |
| EOY | 570136185 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4491160 | BOY |
| EOY | 5264656 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3594821 | BOY |
| EOY | 2779659 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333058915 | BOY |
| EOY | 411446644 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25055900 | BOY |
| EOY | 22211185 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 366200796 | BOY |
| EOY | 441702144 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119314702 | BOY |
| EOY | 128434041 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119314702 | BOY |
| EOY | 128434041 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 485515498 | BOY |
| EOY | 570136185 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 364146 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 343647 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 895894 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1400471 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5772674 | CurrentTaxYear |
| Total | 8776832 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4483203 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24624300 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26077880 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34777947 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40864118 | CurrentTaxYear |
| Total | 130827448 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4847349 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24967947 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26973774 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36178418 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46636792 | CurrentTaxYear |
| Total | 139604280 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1551348 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18356276 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17820549 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18814556 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17719931 | CurrentTaxYear |
| Total | 74262660 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1551348 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18356276 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17820549 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18814556 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17719931 | CurrentTaxYear |
| Total | 74262660 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 65341620 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1955021 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1897477 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2357097 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2775837 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3905961 | CurrentTaxYear |
| Total | 12891393 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1955021 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1897477 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2357097 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2775837 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3905961 | CurrentTaxYear |
| Total | 12891393 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 155683 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 318461 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 448152 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 392132 | CurrentTaxYearMinus1Year |
| Current Tax Year | 542950 | CurrentTaxYear |
| Total | 1857378 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6958053 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27183885 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29779023 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39346387 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51085703 | CurrentTaxYear |
| Total | 154353051 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.42330 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.36680 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.08350 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08540 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $42,635 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $10,289 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 52924 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | Avera Day at the SD Legislature | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 948600 | OtherCostOrOtherBasis |
| Book Value | 948600 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6816616 | OtherCostOrOtherBasis |
| Depreciation | 1732993 | Depreciation |
| Book Value | 5083623 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27503094 | OtherCostOrOtherBasis |
| Depreciation | 9222456 | Depreciation |
| Book Value | 18280638 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 24312861 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Accounts Management, Inc. | 290700 | C |
| Avera Communication, LLC | 140599 | C |
| Avera Health Plans, Inc. | 8675816 | C |
| Avera Property Insurance, LLC | 647062 | C |
| Non-publicly traded domestic common stock | 39963686 | F |
| Non-publicly traded partnerships | 38108904 | F |
| Premier Purchasing | 1372082 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 89198849 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Estimated insurance claims payable | Description |
| Amount | $22,211,185 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 22211185 | TotalOfAmounts |
| Total Revenue | 47850071 | TotalRevenue |
| Total Expenses | 42928996 | TotalExpenses |
| Excess Or Deficit For Year | 4921075 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3134472 | NetUnrealizedGLOnInvestments |
| Other | $1,063,792 | OtherAmount |
| Total Adjustments | 4198264 | TotalAdjustments |
| Excess Or Deficit Per FS | 9119339 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 60403382 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3134472 | NetUnrealizedGainsInvestments |
| Other Revenues | 9570015 | OtherRevenues |
| Revenue Not Rptd F990 | 12704487 | RevenueNotRptdF990 |
| Revenue Subtotal | 47698895 | RevenueSubtotal |
| Other Revenues Not Included | 151176 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 151176 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 47850071 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 42928990 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 42928990 | ExpensesSubtotal |
| Other Expenses Not Included | 6 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 6 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 42928996 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part IV, Line 2b: | Avera Health administers the Avera Health Pooled Investment Fund, a fund that is maintained for the benefit of facilities that are sponsored, operated, or managed by Avera Health. Investments are made in conformity with the objectives and guidelines of the Avera Health Pooled Investment Committee. Within the fund, participating facilities share in a pool of investments that are managed by various fund managers. Investments that are held for participating facilities are recorded as Avera Health Pooled Investments with a corresponding liability account of Custodial Funds - Avera Health Pooled Investments in the balance sheet. Avera Health also holds its own investments within the pooled fund and records their allocated share of income and losses from these investments as investment income in the financial statements. | |
| Part X: | The Corporation has implemented FASB ASC 740-10 (formerly Financial Interpretation No. 48, Accounting for Uncertainty in Income Taxes). The Corporation undergoes an annual analysis of its various tax positions, assessing the likelihood of those positions being upheld upon examination by relevant tax authorities, as defined by ASC 740-10. The Corporation is subject to income taxes on income from certain unrelated business activities. The Corporation is no longer subject to examinations by federal or state tax authorities for years prior to 2007. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XI, Line 8 - Other Adjustments: | Book/Tax difference on partnerships: -151170. Transfers from affiliates, net: -8355053. Insurance program admin income not recognized for tax reporting: 9570015. | |
| Part XII, Line 2d - Other Adjustments: | Insurance program admin income not recognized for tax reporting: 9570015. | |
| Part XII, Line 4b - Other Adjustments: | Book/tax difference on partnerships: 151176. | |
| Part XIII, Line 4b - Other Adjustments: | Book/tax difference on partnership expenses: 6. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 0 | TotalAmountSpent |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (21 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| SDSU Foundation | ||||||||||
| 815 Medary Ave | Brookings | SD | 57007 | 460273801 | 501(c)(3) | 1516500 | Donation | |||
| SDREI | ||||||||||
| PO Box 2282 | Sioux Falls | SD | 571051505 | 460442430 | 501(c)(3) | Note forgiveness | 25000 | book | note forgiveness | |
| Catholic Foundation of Eastern SD | ||||||||||
| 523 North Duluth | Sioux Falls | SD | 57104 | 466068924 | 501(c)(3) | 96152 | Donation | |||
| The First Nine | ||||||||||
| 7604 W Russell St | Sioux Falls | SD | 57104 | 460449824 | 501(c)(3) | 25000 | Donation | |||
| SD Healthcare Workforce | ||||||||||
| PO Box 296 | Sioux Falls | SD | 57105 | 466000364 | SD Hlthcare Wkforce | 35000 | Donation | |||
| Mitchell Regional Development | ||||||||||
| 601 N Main | Mitchell | SD | 57301 | 460394983 | 501(c)(3) | 50000 | Donation | |||
| Avera Brady | ||||||||||
| 500 S Olamn St | Mitchell | SD | 57301 | 420224604 | 501(c)(3) | 10000 | Donation | |||
| Lewis and Clark Behavorial Health | ||||||||||
| 1028 Walnut Street | Yankton | SD | 57045 | 460309601 | 501(c)(3) | 6000 | Donation | |||
| Mitchell Park and Recreation | ||||||||||
| 1300 North Main | Mitchell | SD | 57301 | 466000305 | City of Mitchell | 20000 | Donation | |||
| Platte Health Center | ||||||||||
| 601 E 7th St | Platte | SD | 57369 | 460239781 | 501(c)(3) | 100000 | Donation | |||
| Avera Marshall | ||||||||||
| 300 S Bruce St | Marshall | MN | 56258 | 410919153 | 501(c)(3) | 10000 | Donation | |||
| Education and Resource Center | ||||||||||
| 1900 S Bill Drive | Sioux Falls | SD | 57110 | 201470473 | 501(c)(3) | 112500 | Donation | |||
| Alzheimer Association of SD | ||||||||||
| 1321 W 22nd Street | Sioux Falls | SD | 57105 | 320151779 | 501(c)(3) | 5000 | Employee assistance | |||
| Forward Sioux Falls | ||||||||||
| PO Box 97 | Sioux Falls | SD | 57101 | 460396647 | 15000 | Donation | ||||
| Special Olympics of SD | ||||||||||
| 305 W 39th St | Sioux Falls | SD | 57105 | 460359976 | 501(c)(3) | 50000 | Donation | |||
| Catholic Family Services | ||||||||||
| 523 N Duluth Ave | Sioux Falls | SD | 57104 | 460275690 | 501(c)(3) | 5000 | Donation | |||
| SD Voices for Children | ||||||||||
| 808 N West Ave | Sioux Falls | SD | 57104 | 460425502 | 501(c)(3) | 5000 | Donation | |||
| SDGA | ||||||||||
| 4809 West 41st St | Sioux Falls | SD | 57106 | 460449824 | 501(c)(3) | 10000 | Donation | |||
| March of Dimes | ||||||||||
| 1000 N West 41st St Ste 104 | Sioux Falls | SD | 57104 | 131846366 | 501(c)(3) | 6000 | Donation | |||
| American Heart Association | ||||||||||
| 208 La Salle St Suite 1500 | Chicago | IL | 60604 | 135613797 | 501(c)(3) | 29000 | Donation | |||
| Walsh Family FundLos Cabos Children's Foundation | ||||||||||
| 3800 West 53rd St | Sioux Falls | SD | 57010 | 202882711 | 501(c)(3) | 35000 | Donation | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 21 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|
| Haiti scholarships | 9 | 9000 | Scholarship assistance to offset expense for travel to Haiti to complete mission work for Avera Health |
| Out of pocket medical assistance | 37 | 43313 | Up to $1,200 per employee for out of pocket medical assistance in cases of extensive medical expenses |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The organization makes grants to other organizations exempt under 501(c)(3) to ensure the funds will be used for charitable purposes. During the year June 30, 2010, the organization made a contribution to Forward Sioux Falls, a partnership with two tax exempt partners, to help further community development. The contribution is approved by the board for this purpose. Grants to individuals for the Haiti Scholarship are monitored through an application process that is approved by the mission coordinator. Grants to individuals for out of pocket medical assistance are submitted by individuals via written request and approved by a committee for the appropriate amount of assistance to be provided. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Stephan Schroeder | |||||||||||||
| 0 | 163891 | 0 | 0 | 0 | 2064 | 0 | 2742 | 0 | 15607 | 0 | 184304 | 0 | 0 |
| John Porter | |||||||||||||
| 999189 | 0 | 0 | 0 | 16260 | 0 | 28687 | 0 | 16459 | 0 | 1060595 | 0 | 0 | 0 |
| James Breckenridge | |||||||||||||
| 487227 | 0 | 0 | 0 | 6663 | 0 | 28687 | 0 | 5845 | 0 | 528422 | 0 | 0 | 0 |
| Fredrick Slunecka | |||||||||||||
| 595304 | 0 | 0 | 0 | 13615 | 0 | 12187 | 0 | 16092 | 0 | 637198 | 0 | 0 | 0 |
| David Erickson | |||||||||||||
| 472056 | 0 | 0 | 0 | 10258 | 0 | 12187 | 0 | 16586 | 0 | 511087 | 0 | 0 | 0 |
| Ron Jacobson | |||||||||||||
| 424796 | 0 | 0 | 0 | 5924 | 0 | 28687 | 0 | 15667 | 0 | 475074 | 0 | 0 | 0 |
| Pam Rezac | |||||||||||||
| 376453 | 0 | 0 | 0 | 10796 | 0 | 12187 | 0 | 16387 | 0 | 415823 | 0 | 0 | 0 |
| Jean Reed | |||||||||||||
| 359969 | 0 | 0 | 0 | 8755 | 0 | 12187 | 0 | 17549 | 0 | 398460 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | All Senior Executives are eligible for $2,500 per year to pay for social club dues. If an employee chooses to take advantage of this benefit, the amount is included in their taxable income. Those paid: James Breckenridge, David Erickson, Ron Jacobson, John Porter, Jean Reed, Pam Rezac, and Fred Slunecka. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| South Dakota Health and Educational Facilities Authority | ||||||
| 460315509 | 83755VNB6 | 2008-06-18 | 189222932 | Avera Health Series 2008A Refunded series 1994, 2000, bridge loan | 0 | 0 |
| South Dakota Health and Educational Facilities Authority | ||||||
| 460315509 | 83755VNH3 | 2008-07-01 | 61495000 | Avera Health Series 2008C Refunded 2006 Series | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount DefeasedAmountDefeased | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|
| 189222932 | 32764433 | 1491029 | 92575000 | 2010 | 1 | 0 | 0 | 1 |
| 61495000 | 142232 | 483793 | 2008 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | 1 | 0 | 0 | 0.00970 | 0.00100 | 0.01070 | 0 |
| 0 | 0 | 1 | 0 | 0 | 0.00160 | 0.00000 | 0.00160 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Term Of HedgeTermOfHedge | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|
| Bank of | |||||||
| 0 | 1 | 0 | America/Merrill | 25.000000000000 | 0 | 0 | 0 |
| (no name) | |||||||
| 0 | 1 | 1 | 0 | 0 | 0 | ||
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Linda Breckenridge | |||
| spouse of officer | 119012 | employee compensation | 0 |
| Rhodes Anderson | |||
| Board Member is 35% shareholder | 126134 | insurance premiums | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part III, line 2 | New Program Services | In April 2009, Avera Health began providing e-consult, e-pharmacy, e-emergency to regional and managed facilities. |
| Form 990, Part VI, Section A, line 6 | The organization has two classes of members: Sponsorship Members and System Members. | |
| Form 990, Part VI, Section A, line 7a | The System Members have the power to appoint the Board of Directors of Avera Health and to suspend or remove a Director at any time, with or without cause. They also have the power to appoint Benedictine or Presentation Sisters to the Boards of Directors of any sponsored work or ministry of Avera Health. | |
| Form 990, Part VI, Section A, line 7b | The following powers shall be reserved to and exercised exclusively by the Sponsorship Members and none of the following actions shall be taken by Avera Health without action of the Sponsorship Members: (a) To approve the adoption, amendment or repeal of the statements of philosophy, mission, Guiding Principles and values of Avera Health; (b) To initiate the adoption, amendment or repeal of any provision of the Articles of Incorporation or Bylaws of Avera Health, and to give final approval of any such action with respect thereto; (c) To establish policies regarding the alienation of real property and precious artifacts associated with the healthcare ministry which are under the canonical stewardship of the Presentation Sisters or the Benedictine Sisters; (d) To approve any plan of merger, consolidation or dissolution of Avera Health, or the divestiture of any sponsored work or ministry associated with Avera Health; (e) To change the composition of the Sponsorship Members, including the addition of other individuals, parties or entities to be Sponsorship Members; and (f) To approve the creation of new sponsored works or ministries to be conducted by or under the authority of Avera Health. The following powers shall be reserved to and exercised exclusively by the System Members and none of the following actions shall be taken by Avera Health without action of the System Members: (a) To appoint the Board of Directors of Avera Health and to suspend or remove a Director at any time, with or without cause; (b) To appoint Benedictine or Presentation Sisters to the Boards of Directors of any sponsored work or ministry of Avera Health; (c) To appoint the Chair and Vice Chair of the Board of Directors; (d) To appoint, evaluate, suspend or remove the President and Chief Executive Officer; (e) To review and approve the operating and capital budgets, including expenditures outside of budget, and the strategic plan, of Avera Health; (f) To adopt procedures for assuring that corporate actions are consistent with the philosophy, mission, Guiding Principles and values of Avera Health; (g) To provide recommendations to the Sponsorship Members on matters requiring Sponsorship Members' approval or action; (h) To adopt policies designed to effectuate the powers reserved to the System Members; and (i) To exercise oversight of the Guiding Principles and such authorities which may be assigned or delegated by the Sponsorship Members. | |
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed by the CEO and CFO. After initial reviews, the return is provided to the board prior to filing. | |
| Form 990, Part VI, Section B, line 12c | The Conflict of Interest Policy covers Board members, officers and key employees. At each board meeting, a request is made for all Board members to disclose any potential conflict of interest pertaining to any item listed on the agenda or pertaining to any potential item that could be discussed during the course of the meeting. The Declaration of Conflict of Interest is recorded in the meeting minutes. The Board makes a determination of whether there is a conflict of interest and if so, implements the procedure for evaluating the issue or transaction involved. The board member or officer with the conflict must refrain from voting. A statement of conflict of interest disclosure is made on an annual basis by officers and directors. The information is maintained in a database and a report is provided to the Board. | |
| Form 990, Part VI, Section B, line 15 | Annually the Compensation Committee of Avera Health, which is comprised of six (6) System Members appointed by the Religious Orders, meets with an independent consultant regarding fair market value of officers and key employees. The Compensation Committee approves all salaries based on comparable data and documents the basis for their decision in meeting minutes. | |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents, conflict of interest policy, and financial statements are not made available to the general public. | |
| Form 990, Part VII, Section A: | The following individuals dedicated a minimum of 40 hours per week to related organizations. Fred Slunecka - Avera McKennan Dr. Stephan Schroeder - Avera McKennan Sister Mary Thomas - Avera McKennan Ron Jacobson - Avera St. Luke's Pam Rezac - Avera Sacred Heart James Breckenridge, John Porter, Fred Slunecka, Ron Jacobson, and Pam Rezac provide an additional 1 hour per week to Avera Health Foundation. | |
| Form 990 Schedule K, Part I, column (f), Line 1: Series 2008 A/B Series explanation (cont.) Avera Health 2008A series also funded a project. 2008B Fund the project, a 257,000 sq ft cancer and surgery center. | ||
| Form 990 Schedule K Part I, Lines A-D, Column (e): The Form 8038 combines the Avera Series 2008A and Series 2008B bond on Part III, Line 21(b) in the amount of $189,222,932. Part II, Line 4, Columns A-D: $14,918,776 of unspent proceeds from the 2008 A series was proportionately allocated across 2008 A-1 and 2008 A-2. $17,845,657 of unspent proceeds from the 2008 B series was proportionately allocated across 2008 B-1 and 2008 B-2 $142,232 of unspent proceeds from the 2008 C is related to the 2006 series bonds. Part II, Line 5, Columns A-E: The Total Costs of Issuance, $1,974,822 were allocated across the CUSIP's based on the percentage of the total 2008 bond issue. The issuance costs were incurred in whole and are not directly attributable to any specific bond CUSIP. Part II, Line 7, Columns A-D: All of the proceeds of the 2008 B-1 and 2008 B-2 and approximately $42,255,000 of the 2008 A-1 and 2008 A-2 bonds were utilized for the Avera McKennan project. The $42,255,000 was spread proportionately across the 2008 A-1 and 2008 A-2 bonds. Schedule K, Part II, Line 8: The project was substantially completed roughly November 2010, within Avera's Fiscal 2011. Part III, Line 3c: The members of the obligated group generally issue or refinance bonds on a 2 year cycle. During the bond issues or re-financing, Bond Counsel reviews any and all contracts that may result in private business use. General counsel and staff attorney's review all contracts as they are drafted and finalized. Part III, Line 7: Each member of the Obligated Group has adopted and established management practices and procedures to ensure post-issuance compliance of their tax-exempt bond liabilities. These practices and procedures have not been formalized in a written policy however. Schedule K, Part IV, Line 2: Series 2008A ($139,205,000) is a variable rate demand revenue bond issue. Series 2008B ($50,320,000) is a fixed rate bond issue. Avera Health is not disclosing tax exempt bonds on Part X, Line 20. The bonds were issued to Avera Health on behalf of the Avera Obligated Group. The Avera Obligated Group consists of Avera McKennan, Avera St. Luke's, Avera Queen of Peace, and Avera Sacred Heart. In accordance with IRS Instructions, information related to the tax exempt bond reporting is being reported on Avera Health's tax return. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avera Communication LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 West Avera Drive Suite 300 | AddressLine1 |
| City | Sioux Falls | City |
| State | SD | State |
| ZIP Code | 571085434 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460453770 | EIN |
| Primary Activities | telecommunications | PrimaryActivities |
| Legal Domicile State | SD | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| Avera Health Foundation | ||||||||||
| 3900 West Avera Drive | Sioux Falls | SD | 57108 | 460367530 | grant making | SD | 501(c)(3) | 7 | N/A | |
| Avera St Anthony's Hospital | ||||||||||
| 300 N 2nd Street | ONeill | NE | 68763 | 470463911 | healthcare services | NE | 501(c)(3) | 3 | N/A | |
| Avera Holy Family | ||||||||||
| 826 North 8th Street | Estherville | IA | 51334 | 420680370 | healthcare services | IA | 501(c)(3) | 3 | N/A | |
| Avera Holy Family Foundation | ||||||||||
| 826 North 8th Street | Estherville | IA | 51334 | 421317452 | support of Holy Family Hospital and Home Health Agency | IA | 501(c)(3) | 9 | Avera Holy Family | |
| St Benedict Hospital Inc | ||||||||||
| 401 West Glynn Drive | Parkston | SD | 57366 | 460226738 | healthcare services | SD | 501(c)(3) | 3 | N/A | |
| St Benedict Health Center Foundation | ||||||||||
| West Glynn Drive PO Box B | Parkston | SD | 57366 | 460458725 | support health related services | SD | 501(c)(3) | 11a | St Benedict Hospital Inc | |
| Avera McKennan | ||||||||||
| 1325 S Cliff Ave PO Box 5045 | Sioux Falls | SD | 57117 | 460224743 | healthcare services | SD | 501(c)(3) | 3 | N/A | |
| Avera Queen of Peace Hospital | ||||||||||
| 525 North Foster | Mitchell | SD | 57301 | 460224604 | healthcare services | SD | 501(c)(3) | 3 | N/A | |
| Sacred Heart Health Services | ||||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460225483 | healthcare services | SD | 501(c)(3) | 3 | N/A | |
| Sacred Heart Rural Health Clinics | ||||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460423930 | clinic services | SD | 501(c)(3) | 3 | Sacred Heart Health Services | |
| Health Management Services | ||||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460399291 | adult daycare and homemaking services | SD | 501(c)(3) | 9 | Sacred Heart Health Services | |
| Lewis and Clark Health Education and Service Agency | ||||||||||
| 1000 W 4th Street Suite 9 | Yankton | SD | 57078 | 460337013 | healthcare education | SD | 501(c)(3) | 9 | Sacred Heart Health Services | |
| Benedictine Health Foundation | ||||||||||
| 1017 West Fifth Street | Yankton | SD | 57078 | 410370373 | support for organizations providing health care services | SD | 501(c)(3) | 11b | Sacred Heart Health Services | |
| Avera St Luke's | ||||||||||
| 305 South State Street | Aberdeen | SD | 57401 | 460224598 | healthcare services | SD | 501(c)(3) | 3 | N/A | |
| Avera Workers' Compensation Trust | ||||||||||
| 3900 West Avera Drive | Sioux Falls | SD | 57108 | 460407148 | economical coverage of workers' compensation claims | SD | 501(c)(3) | 11b | N/A | |
| Avera Marshall | ||||||||||
| 300 S Bruce Street | Marshall | MN | 56258 | 410919153 | healthcare services | MN | 501(c)(3) | 3 | N/A | |
| Avera Marshall Foundation | ||||||||||
| 300 S Bruce Street | Marshall | MN | 56258 | 411784801 | Fundraising | MN | 501(c)(3) | 7 | Avera Marshall | |
Form990 Schedule R Part III Form990ScheduleRPartIII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| Avera Home Medical Equipment LLC | |||||||
| 1325 S Cliff Ave PO Box 5045 | Sioux Falls | SD | 57117 | 460488198 | medical services - home medical equipment | SD | N/A |
| Midwest Regional Imaging Services LLC | |||||||
| 1325 S Cliff Ave PO Box 5045 | Sioux Falls | SD | 57117 | 470874983 | health care - medical imaging | SD | N/A |
| Mersco Medical of Pierre LLC | |||||||
| 329 E Dakota | Pierre | SD | 57501 | 460444002 | medical services - home medical equipment | SD | N/A |
| Avera Home Medical Equipment of Floyd Valley Hospital LLC | |||||||
| 714 Lincoln St NE | Lemars | IA | 51031 | 820582350 | medical services - home medical equipment | IA | N/A |
| Avera Home Medical Equipment of Estherville LLC | |||||||
| PO Box 5045 | Sioux Falls | IA | 57117 | 201686097 | medical services - home medical equipment | IA | N/A |
| Avera Home Medical Equipment of Sioux Center LLC | |||||||
| 38 19th St SW | Sioux Center | IA | 51250 | 753203100 | medical services - home medical equipment | IA | N/A |
| Avera Home Medical Equipment of Marshall LLC | |||||||
| 1104 East College Drive | Marshall | MN | 56258 | 205271924 | medical services - home medical equipment | MN | N/A |
| Q&M Properties LLC | |||||||
| 525 North Foster | Mitchell | SD | 57301 | 731652049 | medical clinic building | SD | N/A |
| Surgical Associates Endoscopy Clinic LLC | |||||||
| 310 S Penn | Aberdeen | SD | 57401 | 460461429 | surgical associates | SD | N/A |
| Avera Home Medical Equipment of Spencer Hospital LLC | |||||||
| 2400 S Minnesota Ave | Sioux Falls | SD | 57117 | 800619999 | Medical Services - home medical equipment | SD | N/A |
| Marshall Medical Services LLC | |||||||
| 300 S Bruce St | Marshall | MN | 56258 | 208874448 | medical services | MN | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Accounts Management Inc | |||||||||||
| 5132 S Cliff Ave Suite 101 | Sioux Falls | SD | 57108 | 460373021 | collection agency | SD | N/A | C | 1572006 | 826324 | 0.75000 |
| Avera Health Plans Inc | |||||||||||
| 3900 West Avera Drive Suite 101 | Sioux Falls | SD | 57108 | 460451539 | health financing and health plan admin | SD | N/A | C | 56268286 | 17046876 | 1.00000 |
| Avera Property Insurance Inc | |||||||||||
| 610 W 23rd St PO Box 38 | Yankton | SD | 57078 | 460463155 | insurance | SD | N/A | C | 576026 | 1330134 | 1.00000 |
| Valley Health Services | |||||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460357149 | medical equipment | SD | N/A | C | |||
| Northern Dakota Health Company | |||||||||||
| 305 S State Street | Aberdeen | SD | 57401 | 460385179 | clinics | SD | N/A | C | |||
| Avera Pace Inc | |||||||||||
| 3900 West Avera Drive | Sioux Falls | SD | 57108 | 460341869 | healthcare services | SD | N/A | C | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (15 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Avera McKennan | |
| P | 18837492 |
| Avera St Luke's | |
| P | 4231380 |
| Avera Queen of Peace | |
| P | 3320844 |
| Avera Sacred Heart | |
| P | 3754368 |
| Avera Worker's Compensation Trust | |
| P | 586667 |
| Avera McKennan | |
| N | 120085 |
| Avera McKennan | |
| O | 71964 |
| Avera Marshall | |
| P | 840678 |
| Avera Holy Family | |
| Avera St Anthony's Hospital | |
| Avera Health Foundation | |
| St Benedict Hospital Inc | |
| Account Management Inc | |
| Avera Health Plans Inc | |
| Avera Property Insurance Inc | |
Form990 Schedule R Part VI Form990ScheduleRPartVI
Name Of Business NameOfBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Premier Purchasing Partners LP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12255 El Camino Real Ste 100 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330387407 | EIN |
| Primary Activity | group purchasing | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| All Partners C3 S | 0 | AllPartnersC3S |
| Share Of EOY Assets | 2766690 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| Code V | $110,994 | CodeVAmount |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |