AVERA MARSHALL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AVERA MARSHALL (EIN 41-0919153)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202621359349304102
- Schema version
- 2024v5.5
- 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 H
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T09:25:53-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410919153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avera Marshall | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVER | BusinessNameControlTxt |
| Phone | 5075329661 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S Bruce Street | AddressLine1Txt |
| City | Marshall | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 562581934 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julie Lautt | PersonNm |
| Person Title | CFO Avera Health | PersonTitleTxt |
| Phone | 5075329661 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avera Marshall Regional Medical Center | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Debbie Streier | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S Bruce Street | AddressLine1Txt |
| City | Marshall | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 562581934 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $162,870,065 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.avera.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | Promotion of health | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 905 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $24,186 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $14,301 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $407,857 | PYContributionsGrantsAmt |
| CY Contributions Grants | $888,919 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $150,368,471 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $160,518,140 | CYProgramServiceRevenueAmt |
| PY Investment Income | $469,295 | PYInvestmentIncomeAmt |
| CY Investment Income | $967,868 | CYInvestmentIncomeAmt |
| PY Other Revenue | $169,180 | PYOtherRevenueAmt |
| CY Other Revenue | $408,551 | CYOtherRevenueAmt |
| PY Total Revenue | $151,414,803 | PYTotalRevenueAmt |
| CY Total Revenue | $162,783,478 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $35,813 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,969 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $70,266,125 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $73,974,825 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,291 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $76,726,263 | PYOtherExpensesAmt |
| CY Other Expenses | $84,111,958 | CYOtherExpensesAmt |
| PY Total Expenses | $147,028,201 | PYTotalExpensesAmt |
| CY Total Expenses | $158,090,752 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,386,602 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,692,726 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $101,603,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,310,659 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,220,083 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,825,079 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $73,382,948 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,485,580 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Avera 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $144,628,164 | ExpenseAmt |
| Grant | $3,969 | GrantAmt |
| Revenue | $160,759,117 | RevenueAmt |
| Desc | Avera Marshall's mission is to provide healthcare services to Marshall, Minnesota residents and residents of the surrounding area. Avera Marshall is a 501(c)(3) organization affiliated with Avera Health. Avera Marshall consists of a 25-bed critical access hospital plus 10 behavioral health beds and a 76-bed nursing home in Marshall, Minnesota, seven physician clinics and five optometry clinics. The program services offered include primary care, general surgery, audiology, ENT, cardiology, neurology (via telemed), endocrinology, dermatology, pediatrics, orthopedics, OB/GYN, urology, oncology, palliative care, pulmonology, podiatry, psychiatry, nephrology, radiology, optometry, ophthalmology, wound care, level III trauma center, ICU, speech therapy, physical therapy, and occupational therapy. Avera Marshall provides acute care and long-term healthcare services. Following is a breakdown of these statistics by facility:Avera Marshall Hospital 1,306 Acute patient discharges 343 Newborn patient discharges 4 Swing bed patient discharges 85,673 Outpatient visits 36 Swing-bed patient days 525 Newborn patient days 56,640 Clinic visitsAvera Morningside Heights Care Center 26,814 Long-term resident days 140 Long Term Care patient dischargesAvera Marshall maintains records to identify and monitor the level of charity care it provides. These records include the amount of charges forgone for services and supplies furnished under its charity care policy and equivalent service statistics. The amount of charges foregone, based on established rates, were $2,896,784.Avera Marshall also provides community benefit health activities at less than or at no cost to support those in the area serviced, see Schedule H. As a member of the Avera Health Network, Avera Marshall upholds the vision of the Presentation and Benedictine Sisters to work through collaboration to provide quality, effective health ministry and to improve the healthcare of individuals and our communities through a regionally integrated network of persons and institutions. Avera Marshall engages in activities designed to improve the health of individuals and communities in response to a calling to heal the sick, the elderly, and the oppressed. | Desc |
| Total Program Service Expenses | $144,628,164 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 106 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 905 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jamie Schaefer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6053223992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 W Avera Dr Ste 300 | AddressLine1Txt |
| City | Sioux Falls | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Debbie Streier | ||||||||
| Regional President & CEO | 40.00 | 6.00 | Yes (X) | Yes (X) | $0 | $578,020 | $18,180 | |
| Amanda Sieling | ||||||||
| Chair | 1.50 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Karie Novak | ||||||||
| Board Member | 1.50 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| Rhonda Wiering - Board Member | ||||||||
| (Beg Jan)/AAH VP Clinical Growth | 1.50 | 41.50 | Yes (X) | $0 | $155,368 | $42,847 | ||
| Greg Goepferich | ||||||||
| Board Member (Through Dec.) | 1.50 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| Sharon Hennen | ||||||||
| Board Member | 1.50 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| Tom Lorang Ed D | ||||||||
| Board Member/System Member | 1.50 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| LaVonne Koenen | ||||||||
| Board Member | 1.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| Curtis Louwagie MD | ||||||||
| Board Member/Opthalmology | 41.50 | 1.50 | Yes (X) | $1,003,068 | $0 | $59,664 | ||
| Tim O'Leary | ||||||||
| Board Member | 1.50 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| Jill Vroman DO | ||||||||
| Vice Chair/Family Medicine/OB | 41.50 | 1.50 | Yes (X) | Yes (X) | $468,028 | $0 | $52,638 | |
| Sr Jodie Zimmerman | ||||||||
| Board Member | 1.50 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| Julie Lautt | ||||||||
| CFO Avera Health;Secretary/Treasurer | 0.10 | 46.30 | Yes (X) | $0 | $1,274,363 | $20,218 | ||
| Emmy Ho MD | ||||||||
| Orthopedics & Surgery | 40.00 | 0.00 | $920,179 | $0 | $51,916 | Yes (X) | ||
| Ajay Shalwala MD | ||||||||
| Ophthalmology | 40.00 | 0.00 | $835,686 | $0 | $29,907 | Yes (X) | ||
| Jonna Maas MD | ||||||||
| Internal Medicine & Hospitalist | 40.00 | 0.00 | $751,414 | $0 | $51,085 | Yes (X) | ||
| Timothy Michals MD | ||||||||
| Pediatrics & Internal Medicine | 40.00 | 0.00 | $648,919 | $0 | $18,180 | Yes (X) | ||
| Arthur Rillo MD | ||||||||
| Family Medicine/OB | 40.00 | 0.00 | $700,295 | $0 | $52,408 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,327,589 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,007,751 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $397,043 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 151 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Avera Health | |||||
| 3900 W Avera Drive | Sioux Falls | SD | 57108 | Shared Services | $13,823,607 |
| Big Stone Therapies Inc | |||||
| 500 Cross St | Big Stone City | SD | 57216 | Therapy Services | $6,524,277 |
| Journey Group Companies | |||||
| 4500 W 58th St | Sioux Falls | SD | 57108 | Construction Services | $1,442,654 |
| AMN Healthcare Inc | |||||
| 2735 Collection Center Dr | Chicago | IL | 60693 | Labor Services | $1,102,943 |
| GQR Recruiting Resources LLC | |||||
| 316 W 12th St | Austin | TX | 78701 | Locum Services | $674,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 32 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $233,109 | RelatedOrganizationsAmt |
| Government Grants | $651,749 | GovernmentGrantsAmt |
| All Other Contributions | $4,061 | AllOtherContributionsAmt |
| Total Contributions | $888,919 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Net Patient Service Revenue | 621110 | $140,767,493 | $140,743,307 | $24,186 |
| Federally Qualified Health Center | 621990 | $14,190,379 | $14,190,379 | |
| Pharmacy Revenue | 456110 | $1,405,981 | $1,405,981 | |
| Patient and Clinic Revenue | 621110 | $15,884 | $15,884 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,138,403 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,138,403 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $160,518,140 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,731 | TotalRevenueColumnAmt |
| Exclusion | $41,731 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $150,584 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,196 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $143,388 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,388 | TotalRevenueColumnAmt |
| Exclusion | $143,388 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $992,328 | SecuritiesAmt |
| Other | $13,200 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $79,391 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $992,328 | SecuritiesAmt |
| Other | -$66,191 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $926,137 | TotalRevenueColumnAmt |
| Exclusion | $926,137 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| A/R Interest | 900099 | $254,633 | $254,633 |
| Sports Programs | 900099 | $10,530 | $10,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $265,163 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $162,783,478 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $160,759,117 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $24,186 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,111,256 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,969 | TotalAmt |
| Program Services | $3,969 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,834,436 | TotalAmt |
| Program Services | $1,834,436 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,844,403 | TotalAmt |
| Program Services | $57,433,045 | ProgramServicesAmt |
| Management And General | $1,411,358 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,169,414 | TotalAmt |
| Program Services | $2,123,014 | ProgramServicesAmt |
| Management And General | $46,400 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,314,279 | TotalAmt |
| Program Services | $7,182,241 | ProgramServicesAmt |
| Management And General | $132,038 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,812,293 | TotalAmt |
| Program Services | $3,711,824 | ProgramServicesAmt |
| Management And General | $100,469 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,430 | TotalAmt |
| Management And General | $277,430 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,752 | TotalAmt |
| Management And General | $7,752 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,166,053 | TotalAmt |
| Program Services | $29,621,871 | ProgramServicesAmt |
| Management And General | $8,544,182 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,297 | TotalAmt |
| Program Services | $2,817 | ProgramServicesAmt |
| Management And General | $1,480 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $707,275 | TotalAmt |
| Program Services | $516,224 | ProgramServicesAmt |
| Management And General | $191,051 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,255 | TotalAmt |
| Program Services | $705,355 | ProgramServicesAmt |
| Management And General | $12,900 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,341,086 | TotalAmt |
| Program Services | $1,940,903 | ProgramServicesAmt |
| Management And General | $400,183 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $921,813 | TotalAmt |
| Program Services | $910,228 | ProgramServicesAmt |
| Management And General | $11,585 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,749 | TotalAmt |
| Program Services | $231,993 | ProgramServicesAmt |
| Management And General | $756 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,502 | TotalAmt |
| Program Services | $462,078 | ProgramServicesAmt |
| Management And General | $47,424 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,048,350 | TotalAmt |
| Program Services | $5,656,938 | ProgramServicesAmt |
| Management And General | $391,003 | ManagementAndGeneralAmt |
| Fundraising | $409 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,357 | TotalAmt |
| Program Services | $126,316 | ProgramServicesAmt |
| Management And General | $27,041 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical Supplies | $30,334,447 | $30,307,342 | $26,223 | $882 |
| Equipment Lease/Rental | $131,285 | $130,823 | $462 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,558,307 | TotalAmt |
| Program Services | $1,726,747 | ProgramServicesAmt |
| Management And General | $1,831,560 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,090,752 | TotalAmt |
| Program Services | $144,628,164 | ProgramServicesAmt |
| Management And General | $13,461,297 | ManagementAndGeneralAmt |
| Fundraising | $1,291 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,033,965 | BOYAmt |
| EOY | $360,249 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,564,495 | BOYAmt |
| EOY | $20,614,746 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,306,368 | BOYAmt |
| EOY | $3,455,230 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,178,532 | BOYAmt |
| EOY | $974,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $119,185,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,541,611 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,390,684 | BOYAmt |
| EOY | $47,643,423 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,641,781 | BOYAmt |
| EOY | $24,039,905 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,756,599 | BOYAmt |
| EOY | $1,998,642 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,000 | BOYAmt |
| EOY | $350,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,380,607 | BOYAmt |
| EOY | $3,873,781 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,603,031 | BOYAmt |
| EOY | $103,310,659 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,014,307 | BOYAmt |
| EOY | $8,296,779 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,809 | BOYAmt |
| EOY | $15,392 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,681 | BOYAmt |
| EOY | $13,321 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,283,499 | BOYAmt |
| EOY | $13,223,777 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,699,787 | BOYAmt |
| EOY | $2,275,810 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,220,083 | BOYAmt |
| EOY | $23,825,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,361,923 | BOYAmt |
| EOY | $74,975,606 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,021,025 | BOYAmt |
| EOY | $4,509,974 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,382,948 | BOYAmt |
| EOY | $79,485,580 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,603,031 | BOYAmt |
| EOY | $103,310,659 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,692,726 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,032,201 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $377,705 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $7,752 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $7,752 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Avera Marshall paid dues to organizations which have a portion of the dues attributed to lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $713,258 | BeginningYearBalanceAmt |
| Contributions | $36,444 | ContributionsAmt |
| Investment Earnings Or Losses | $78,082 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,531 | OtherExpendituresAmt |
| End Year Balance | $805,253 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $757,268 | BeginningYearBalanceAmt |
| Contributions | $15,800 | ContributionsAmt |
| Investment Earnings Or Losses | $74,883 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $134,693 | OtherExpendituresAmt |
| End Year Balance | $713,258 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $711,109 | BeginningYearBalanceAmt |
| Contributions | $1,106 | ContributionsAmt |
| Investment Earnings Or Losses | $49,515 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,462 | OtherExpendituresAmt |
| End Year Balance | $757,268 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $794,733 | BeginningYearBalanceAmt |
| Contributions | $7,201 | ContributionsAmt |
| Investment Earnings Or Losses | -$82,336 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,489 | OtherExpendituresAmt |
| End Year Balance | $711,109 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $685,848 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $119,848 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,963 | OtherExpendituresAmt |
| End Year Balance | $794,733 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62459 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37541 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,004,636 | OtherCostOrOtherBasisAmt |
| Book Value | $1,004,636 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,932,416 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,616,094 | DepreciationAmt |
| Book Value | $33,316,322 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,632 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,177 | DepreciationAmt |
| Book Value | $32,455 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,514,711 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,798,948 | DepreciationAmt |
| Book Value | $10,715,763 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,660,639 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,086,392 | DepreciationAmt |
| Book Value | $2,574,247 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,643,423 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Avera Pooled Investments | $19,363,113 | F |
| Interest in Avera Health Foundation | $4,676,792 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,039,905 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Estimated Third-Party Payor Settlements | $1,595,230 |
| Right of Use Operating Lease Obligations | $200,354 |
| Other Liabilities | $229 |
| Intercompany Liabilities | $479,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,275,810 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | The Organization holds funds on behalf of its residents. |
| Part V, Line 4: | The Organization's endowments consist of a portion of their interest in the net assets of the Avera Health Foundation. The Avera Health Foundation includes endowment funds which have been established for a variety of purposes. As required by generally accepted accounting principles, net assets associated with endowment funds, including funds designated by the Board of Directors to function as endowments (if any), are classified and reported based on the existence or absence of donor-imposed restrictions. |
| Part X, Line 2: | Avera Health and its sponsored organizations believe that they have appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 250.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $993,311 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $993,311 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00630 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,041,896 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,070,085 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $971,811 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00610 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,035,207 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,070,085 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,965,122 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01240 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $688,827 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $177,856 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $510,971 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00320 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $539,306 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $539,306 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00340 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $15,884,060 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,536,783 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,347,277 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04010 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $125,903 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $125,903 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00080 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $17,238,096 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,714,639 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,523,457 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04750 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $22,273,303 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,784,724 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,488,579 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05990 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $303,961 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $276 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $303,685 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00190 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $34,848 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $34,848 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $339,809 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $276 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $339,533 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00210 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $1,859,141 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $27,332,897 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $26,509,886 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $823,011 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avera Marshall Regional Medical Center | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S Bruce Street | AddressLine1Txt |
| City | Marshall | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | See Part V Section C | WebsiteAddressTxt |
| State License | 00343 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Critical Access Hospital | Yes (X) | CriticalAccessHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | 6 Provider Based Clinics | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avera Marshall | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 24 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V Section C | OwnWebsiteURLTxt |
| Other Website | Yes (X) | OtherWebsiteInd |
| Other Website URL | See Part V Section C | OtherWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 24 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V Section C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 250.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V, Page 8 | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V, Page 8 | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V, Page 8 | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Other Actions Taken | Yes (X) | OtherActionsTakenInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Avera Marshall | Part V, Section B, Line 5: To develop the 2025 Community Health Needs Assessment (CHNA), the Avera Marshall Region gathered input directly from community members, public health representatives, and local organizations across Lincoln, Lyon, Chippewa, and Yellow Medicine counties. Feedback was collected through surveys, focus groups, and partnerships with local agencies to ensure that diverse voices were represented, including medically underserved and minority populations.A community survey consisting of eight questions was available for four weeks in March 2025, both online and in paper format. The paper version was distributed at the Avera Marshall Thrift Store and translated into Spanish to improve accessibility. A total of 154 residents completed the survey, sharing perspectives on personal and community health, barriers to care, and ideas for improvement.Two focus groups provided deeper insight into community needs. One group, held in April 2025, included members of the white ethnic community representing education, law enforcement, and social services. The second, held in December 2024, included women from the Karen community, one of the largest minority groups in the region. Participants discussed mental health, transportation, access to care, interpreter services, and provider communication.In addition, Southwest Health and Human Services (SWHHS) shared its 2024 health report and provided input on community health priorities. Input was also gathered from community health workers, faith leaders, and local employers of minority populations. |
| Avera Marshall | Part V, Section B, Line 6a: The Avera Marshall region has three hospitals: Avera Marshall, Avera Tyler, and Avera Granite Falls. As it is that all three hospitals are in the Avera Health system, share equally the same demographic and geographic area, and have shared senior leadership, the conducted CHNA was a regional CHNA that was inclusive of all three hospitals. Additionally, the implementation plan established applies to all three facilities. |
| Avera Marshall | Part V, Section B, Line 6b: Southwest Health and Human Services |
| Avera Marshall | Part V, Section B, Line 11: The community health needs assessment was completed during FY2025. The hospital has not taken specific actions with respect to the FY2025 implementation strategy. The following community health priority areas were identified and the following actions will be taken by the hospital during future years. - Cancer - Dental Care - Mental HealthThe Avera Marshall Region developed a three-year implementation strategy to address priority health needs identified through the 2025 Community Health Needs Assessment (CHNA). The plan focuses on cancer, dental health, and mental health, with goals, resources, community partners, and measurable outcomes defined for each area.Cancer initiatives aim to keep patients closer to home, expand access to research trials, develop a high-risk breast cancer clinic, and increase education and fundraising for cancer care.Dental health goals include building partnerships with local dentists, providing oral health education through community health workers, and distributing dental kits to schools and local nonprofits.Mental health strategies emphasize collaboration with schools, social service agencies, and local organizations to strengthen youth and adolescent support, expand access to care, recruit staff, and develop creative therapeutic programs.Progress will be reviewed annually and shared in the next CHNA cycle. The implementation plan was approved by the boards of Avera Marshall, Avera Tyler, and Avera Granite Falls in September 2025 and is publicly available on the Avera website.Avera Marshall will not be directly addressing other areas of concern, such as aging problems, domestic violence and child abuse, heart disease, obesity, and housing issues, identified through the assessment process. While the leadership team recognizes that other concerns exist, the hospital does not have the resources or expertise to address at this time.Avera Marshall continued to address the community health needs identified in the community health needs assessment completed in FY2022. The following community health priority areas were identified: Cultural barriers that impact healthcare, including but not limited to interpretive services; Mental Health; and Transportation, as it relates to access for healthcare services. Avera Marshall Region, comprised of Avera Marshall, Avera Tyler and Avera Granite Falls, developed an implementation plan for each of these three priorities. Mental Health:Avera Marshall's goal around mental health will be to lower depression rates and engage in issues around suicide prevention. Partners we are working with: Public Health, Clergy, Community Groups, Southwest Mental Health, AMG general practice providers, schools, and AMG Mental health providers. Steps taken: - The Avera Medical Group continues to track mental health needs among inpatient and outpatient populations. Providers regularly discuss depression with patients and integrate mental health screening into ongoing service lines, including routine OB care. These actions reflect an enduring commitment to early detection, continuity of care, and integrated behavioral health across departments. - The Avera Marshall region continued its "Ask the Question" initiative with a sustained focus on supporting the mental health of veterans. - Our Karen community health worker is providing continuity of service for Karen patients referred to Southwest Mental Health. This continuity of service includes helping patients complete admitting paperwork and attending initial intake evaluation appointments. - Pediatric Patients and parents can participate in an approved Avera research study on pediatric mental health.Cultural barriers that impact healthcare, including but not limited to interpretive services:Avera Marshall's goal around cultural barriers is to improve interpretive services, aid in navigating the healthcare system, and educate our traditionally underserved populations in matters related to disease prevention and vaccinations. Partners we are working with: Public Health, Non-Avera Medical Providers, Churches, Community Groups, Local Employers, ARCH Language Network, and Avera Staff. Steps taken: - Avera maintains a continuous effort to expand access to in-person interpretation services for patients with limited English proficiency, recognizing the importance of cultural and linguistic responsiveness in health care. Efforts include having a Spanish speaking provider to provide in-person services, partnerships with Language Line and communication initiatives targeting Hispanic and Karen community members. - A Karen Community Health Worker (CHW) and Hispanic CHW continue to play an active role in outreach, health education, and interpretation. The CHW's certification and ongoing engagement exemplifies Avera's long-term commitment to cultural competency and equitable access to care. - Updated Religious Community Contact List to include religions other than Christianity. - Books from various religious traditions added to chapel, Muslim prayer rug now available. - Avera Marshall Region is developing a health promotion program for employees at the local meat processing facility in Marshall, Minnesota, which employs approximately 450 workers representing diverse ethnic communities, including Karen, Somali, and Hispanic populations. The program is being designed to address diabetes prevention and management among this workforce, who experience multiple social determinants of health challenges such as limited access to care, language barriers, and high occupational stress. - CMO provides oversight for occupational health requirements at Turkey Valley Farms. - System health equity initiative established, and regional VP of Mission is assigned as health equity lead. - Quality and Mission joined a Program with Stratis Health that has the goal to help Critical Access Hospitals (CAH) better understand how to bring Social Determinants of Health (SDOH) into operations. - The Clothed in Strength Program continues to operate year-round, providing essential clothing and supplies to patients in hospitals, long-term care facilities, and the broader community through the Avera Thrift Store. - The Dispensary of Hope project remains active regionwide, ensuring that low-income patients continue to have access to necessary medications through a sustainable, charitable distribution system. - The Avera Thrift Store collaborated with a wide network of local and international nonprofits, schools, faith communities, and service organizations to distribute clothing, household goods, and supplies to those experiencing need:Partner organizations included WRAP, UCAP, Central Africa Mission, Nan's Knits, Boulder Creek Assisted Living, Parkside Elementary, the Nigeria Supply Program (via Canby Catholic Church), Avera Tyler Sunrise Manor, Marshall Animal Clinic, Avera Marshall Behavioral Health Unit, Habitat for Humanity, Marshall High School, Lutheran World Relief, the Marshall High School Tennis Team, Go Creations, Reunited Halfway House, Southwest Health and Human Services, Western Mental Health, the Tyler Arts Council, Avera Morningside Heights, Holy Redeemer Catholic Church, Phase Industries, the Lyon County Master Gardeners, the Lakeside Companion Animal Clinic, Our Savior's Lutheran Church in Canby, Saint Edward's School, Saint Mary's Church, Canby Hospital, the Marshall Middle School Kindness Closet, Friends of the Library, Awake Journey, and Disabled American Veterans. Through these partnerships, the organization distributed a wide range of materials including clothing, shoes, blankets, towels, craft supplies, kitchenware, school items, vases, and sunglasses to support individuals and families in need, immigrants, students, and those in care facilities. Notable donations included 500 pairs of children's sunglasses to local parochial schools, 24 pairs of shoes to Disabled American Veterans, and CD players to hospice patients - Quality team to bring SDOH into their ongoing sepsis project. - The Avera Marshall Region continues several initiatives designed to provide lasting improvements in health access, equity, and community well-being. - New partnerships were initiated with leaders of the local Muslim community to explore culturally sensitive health promotion programs.Continued at the end of Schedule H, Part V narratives. |
| Avera Marshall | Part V, Section B, Line 13h: Presumptive charity care may be applied in situations where all other avenues of financial assistance have been exhausted. The facility has the discretion to weigh extenuating circumstances when determining eligibility for and the amount of charity care to provide. |
| Avera Marshall | Part V, Section B, Line 16j: A summary of the financial assistance policy is posted in the hospital facility's emergency room, waiting rooms, and admissions office and included in the billing statement. In addition, the financial assistance policy is discussed with the patient upon admission to the facility. |
| Avera Marshall | Part V, Section B, Line 20e: If a patient is self-pay and has a large balance, an Avera patient advocate will help them apply for other forms of assistance. If they are not eligible for any other coverage, the patient is given a financial assistance application to complete and return to the facility. |
| Avera Marshall | Part V, Section B, Line 24: The hospital financial assistance policy does not cover elective procedures. The hospital may have charged FAP eligible patients gross charges for services that are not covered under the financial assistance policy. |
| Part V, Section B, Lines 7a, 7b and 10a: | avera.org/about/community-health-needs-assessments/ |
| Part V, section B, Line 16a-c | The FAP, FAP Application, and Plain Language Summary are available at:avera.org/patients-visitors/charity-patient-assistance-programs/financial-assistance-forms/ |
| Part V, Section A website address: | avera.org/locations/marshall/ |
| Part V, Section B, Line 11 (Cont'd): | Transportation, as it relates to access for healthcare services:Avera Marshall's goal is to improve transportation access for health care appointments for those who do not have transportation and develop stronger relationships with transportation services within our service area. Partners we are working with: Local and State Public Health, City of Marshall, United Community Action Partnership, Local Medical Transport Companies, and Avera Staff (Community Health Worker and Care Coordination). Steps taken: - Avera continues collaboration with the City of Marshall and public health partners to improve transportation access, including the addition of a bus stop at the Federally Qualified Health Center (FQHC) and partnerships with other agencies to ensure reliable transportation for medical appointments. These efforts represent a sustained commitment to addressing transportation as a social determinant of health. - Karen community health worker provides transportation coordination for Karen community as needed. This allows care coordination to focus on more complex cases and will allow the community health worker to provide more targeted intervention on transportation for Karen community members. - When emergency medical transportation is utilized, providing clear directions to family and friends of the patient to the destination facility. Additionally, when those family and friends do not have transportation have social work/care coordination find a local transport company to bring at least one family member to the destination facility. - Avera Marshall Region applied for a grant to expand special transportation services through Granite Falls Ambulance, with availability extending to the broader Marshall & Tyler communities. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 8 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - Avera Morningside Heights Care Center | ||||
| 300 S Bruce Street | Marshall | MN | 56258 | Nursing home |
| 2 - Avera Therapy Marshall | ||||
| 1521 Carlson Street | Marshall | MN | 56258 | Physical, speech, and occupational therapy |
| 3 - AMG Optometry Redwood Falls | ||||
| 500 E Bridge Street | Redwood Falls | MN | 56283 | Optometry, ophthalmology, optical |
| 4 - AMG Optometry Tracy | ||||
| 505 State Street | Tracy | MN | 56175 | Optometry, ophthalmology, optical |
| 5 - AMG Optometry Springfield | ||||
| 602 N Jackson Ave | Springfield | MN | 56087 | Optometry, ophthalmology, optical |
| 6 - Heartland Eye Care Center - Canby | ||||
| 130 1st St W Suite 105 | Canby | MN | 56220 | Optometry, optical |
| 7 - Heartland Eye Care Center - Dawson | ||||
| 878 6th St | Dawson | MN | 56232 | Optometry, optical |
| 8 - AMG Occupational Medicine | ||||
| 1521 Carlson Street | Marshall | MN | 56258 | Clinic |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | The methodology used to determine eligibility for financial assistance takes into consideration income, net assets, family size and resources available to pay for care. In addition, presumptive charity care may be applied in situations where all other avenues have been exhausted. |
| Part I, Line 6a: | The community benefit report is prepared by a related organization, Avera Health, and is available to the public at https://www.avera.org/about/annual-report/. |
| Part I, Line 7: | Charity care was converted to cost using an overall cost-to-charge ratio addressing all patient segments. Unreimbursed Medicaid was calculated using the costing methods to prepare the cost report. Subsidized health services were calculated based on a combination of the Medicare cost report and actual expenses recorded to the general ledger. Community health improvement services, health professions education, and cash and in-kind contributions are reported based on actual expenses recorded to the general ledger. |
| Part II, Community Building Activities: | The organization provides education to community groups, has staff that serve on various committees/boards, pays the salaries of two police officers, provides leadership development and training for community members, and donates to various community organizations. |
| Part III, Line 2: | The amount on line 2 represents implicit price concessions. The Organization determines its estimate of implicit price concessions based on its historical collection experience with the respective class of patients and residents. |
| Part III, Line 4: | The footnote to the Organization's financial statements that describes implicit price concessions is located in the audited financial statement report on pages 18 and 19. |
| Part III, Line 8: | Avera Marshall provides services to patients under the Medicare program knowing they may not recover all the costs associated with providing these services. Providing these services is essential to these patients and the community and increases their access to healthcare services. Therefore, in years the costs associated with services provided under the Medicare programs are not completely covered, the Medicare shortfall is considered a community benefit.Medicare allowable costs of care are based on the Medicare cost report. The Medicare cost report is completed based on the rules and regulations set forth by Centers for Medicare and Medicaid Services. |
| Part III, Line 9b: | If the patient qualifies for the organization's financial assistance policy for low-income, uninsured patients and is cooperating with the organization with regard to efforts to settle an outstanding bill within current self-pay collection policy guidelines and timeframes, the organization or its agent shall not send, nor intimate that it will send, the unpaid bill to any outside collection agency. Avera organizations will allow all individuals 120 days from the first post discharge statement to apply for financial assistance before sending the uncollected account to an outside collection agency. Avera will provide the patient with a statement or final notice that contains a listing of the specific collection action(s) it intends to initiate, and a deadline after which they may be initiated no earlier than 30 days before action is initiated. If the patient qualifies for 100% charity care, no further bills will be sent. A letter will be sent instead indicating that the patient's bill has been completely forgiven. |
| Part VI, Line 2: | Avera Marshall uses many sources to assess the needs of the community, including their medical staff's daily interactions with their patients and the community. Additional sources include federal, state, and county statistical information, public health data, internal data, and input from community members, businesses, city, and other local agencies. To gain community member input the following processes are used: interviews, focus groups, community health workers for the Karen and Spanish communities, neighborhood canvassing, and surveys. Other sources have included a Mission and Planning Board Committee and our full governing board that includes representatives from multiple service areas in the community, including academic, governmental, non-profit, industry, and vulnerable populations. Care is taken with all information sourcing to make sure we gain the perspective of the underserved populations: Karen, Hispanic/Latino, African American, and Somali. Avera Marshall also partners with many area organizations, including Southwest Health and Human Services (SWHHS,) where we share information, such as their annual Health Report. |
| Part VI, Line 3: | Uninsured patients who hold an inpatient status are counseled by a Patient Advocate to screen them for coverage eligibility and to assist in payer source enrollment. Those that are not eligible are provided a charity care application along with instructions on how to fill out the application. All patients receive statements that indicate who to contact should they need financial assistance. In addition, all patients receive a summary of financial assistance upon registration, as well as in their final statement. Should a patient contact Patient Financial Services and indicate inability to pay, they are transferred to a financial counselor to assist them with the financial assistance application process. Also, inpatient and same day surgery patients receive a brochure in their admissions packet. Pre-collection letters also include information regarding the financial assistance and uninsured programs. |
| Part VI, Line 4: | Avera Marshall is a 25-bed critical access hospital in Marshall, Minnesota, which includes an additional 10 behavioral health beds. The primary service area is defined as Lyon County, Minnesota, including the communities of Marshall, Minneota, Ghent, Taunton, Lynd, Russell, Cottonwood, Tracy, Balaton and Garvin. Marshall is the county seat. According to the U.S. Census Bureau Quick Facts 2025 data, the estimated population of Lyon County as of July 1, 2024 is 25,577 and is predominately white at 88.3%. It is estimated that 18.7% of the population is 65 years and over. The median household income is $75,303 with an 11.1% poverty rate. Uninsured individuals under age 65 is estimated at 6.2%. |
| Part VI, Line 5: | Avera Marshall is one of the largest employers in the area and is committed to helping its community members get as much of their healthcare as close to home as possible. To this end, any surplus funds are reinvested in facilities to improve patient care, add/replace necessary equipment, and fund needed facility upgrades. To further ensure local care, medical staff privileges are extended to all qualified physicians in the community. E-care services are invested in monthly to ensure provider coverage is available locally via video conference to the patient's room or local provider office for emergency, behavioral health, ICU, pharmacy, and long-term care coverage.In addition, Avera Marshall is the sole provider for hospital inpatient care, the only physician staffed 24/7 ER Level III Trauma offering coverage no matter the ability to pay, birthing center, and full-service surgery center. Avera Marshall provides numerous services which do not produce a profit. An example of this is psychiatric services provided by the facility. This is a subsidized health service. Some of the other services include dialysis, in-home palliative care, and diabetic education. Avera Marshall is committed to taking care of all individuals, no matter their ability to pay. Financial assistance is always available for those with a diminished ability to pay. We staff patient advocates, who meet with patients with high deductible plans and high-cost medications to find drug programs to help cover a patient's out of pocket costs. We also work with patients to complete presumptive Medicaid, full Medicare applications, answer questions on the MNSure insurance programs, help patients coordinate their insurance benefits and complete financial assistance applications for Avera and Access Health services. In addition, on January 1, 2022, Avera Marshall partnered with Rural Health Care Inc. to open Access Health-Marshall. This federally qualified health center clinic offers a full range of primary healthcare services. Avera Marshall offers a number of services that are free or low cost, including: childbirth classes, support groups, skin screening, Mother's Milk program (by purchasing donated breast milk and providing it to babies free of charge during their hospital stay), Planet Heart community screenings with reduced imaging fees in addition to free vein screenings, rape and sexual assault services not fully funded by the county, Hospice medical provider not billed to patients, sharps and unused medical disposal services, recycle eye wear program, transportation vouchers for patients without other options, physicals for sports are given to students who have no means to pay but wish to participate in athletic school activities, impact testing is provided to local schools to help support concussion testing and ensure student athletes do not return before they are ready, basic supply items are donated to school nurse providers for triage care, and in partnership with Big Stone Therapies, Avera Marshall provides athletic trainers to many high schools throughout the Marshall region with reduced cost to the school district. Avera Marshall also supports the local college, Southwest Minnesota State University with their medical needs for both students and athletes, including a medical director. Avera Marshall supports the local hockey program at the Red Baron Arena by providing volunteer medical coverage from local providers during weekend tournaments. This medical coverage for the facility must be EMT or higher. Community out-reach programs are done in partnership with local underserved communities and businesses. Avera hired a community health worker to support the Karen community by helping to coordinate their health needs and provide in-person interpretation services. In addition, virtual and other in person interpretation services are offered in several different languages. Staff Care Coordinators are also employed to help high-need patients navigate their health care needs. Educational experiences for school-aged children, students needing work study experience, and med student internships are offered. On an annual basis Avera Marshall provides scholarships for medical students and high-school students. Avera Marshall partners with Minnesota West Technical & Community College to provide free space within the hospital from some of their clinical training programs. Avera Marshall also partners with the Transition-to-Work Program or Project SEARCH. This program allows local high-school students with significant intellectual disabilities to be employed in nontraditional, complex, and rewarding jobs, allowing them to gain real-life work experience in order to achieve competitive employment upon graduation. Avera Marshall supports Southwest Minnesota State University (SMSU) in their work to add a four-year bachelor's degree nursing program. Nursing leaders participate in the advisory committee working to develop the curriculum. Avera Marshall will also collaborate by sharing simulation lab equipment and space with SMSU. The organization's governing body is comprised of volunteer members who reside in the community. Avera Marshall's leadership team, physicians, and general staff are encouraged to participate in civic and community organizations. Avera Marshall also offers many opportunities for community members to volunteer within the hospital, long term care, home care and hospice. Finally, to further safety for the community residents and patients, Avera funds two police officers for the City of Marshall. Avera Marshall's Thrift Store impacts the community in a variety of ways. The store not only employs some of the disabled clients at Advanced Opportunities, but also donates thousands of pounds of fiber (clothing) to Advanced Opportunities. Advanced Opportunities then sells the fiber to help support their programs, which at current fiber rates would be over $60K. In addition, the store is able to donate to individuals in the community that cannot afford to pay for the items. The Thrift Store supports our judicial system by being an option for court ordered community service. The Thrift Store works with Project Turnabout to provide opportunities for those dealing with addiction to re-enter the workforce. |
| Part VI, Line 6: | Avera is a sponsored ministry of the Benedictine and Presentation Sisters. The communities in which Avera operates all have unique health and community benefit needs. In keeping with the Catholic Healthcare Association guidelines, each hospital strives to meet its community's identified needs. The corporate staff of Avera Health advocates for all members regarding community benefit related matters of state, regional and national importance. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Julie Lautt | ||||||||||||||
| CFO Avera Health;Secretary/Treasurer | $0 | $1,226,098 | $0 | $41,964 | $0 | $6,301 | $0 | $17,250 | $0 | $2,968 | $0 | $1,294,581 | $0 | $0 |
| Curtis Louwagie MD | ||||||||||||||
| Board Member/Opthalmology | $650,126 | $0 | $349,427 | $0 | $3,515 | $0 | $17,250 | $0 | $42,414 | $0 | $1,062,732 | $0 | $0 | $0 |
| Emmy Ho MD | ||||||||||||||
| Orthopedics & Surgery | $848,449 | $0 | $15,000 | $0 | $56,730 | $0 | $17,250 | $0 | $34,666 | $0 | $972,095 | $0 | $0 | $0 |
| Ajay Shalwala MD | ||||||||||||||
| Ophthalmology | $538,214 | $0 | $269,876 | $0 | $27,596 | $0 | $17,250 | $0 | $12,657 | $0 | $865,593 | $0 | $0 | $0 |
| Jonna Maas MD | ||||||||||||||
| Internal Medicine & Hospitalist | $384,206 | $0 | $333,022 | $0 | $34,186 | $0 | $17,250 | $0 | $33,835 | $0 | $802,499 | $0 | $0 | $0 |
| Arthur Rillo MD | ||||||||||||||
| Family Medicine/OB | $442,659 | $0 | $134,212 | $0 | $123,424 | $0 | $17,250 | $0 | $35,158 | $0 | $752,703 | $0 | $0 | $0 |
| Timothy Michals MD | ||||||||||||||
| Pediatrics & Internal Medicine | $599,269 | $0 | $48,197 | $0 | $1,453 | $0 | $17,250 | $0 | $930 | $0 | $667,099 | $0 | $0 | $0 |
| Debbie Streier | ||||||||||||||
| Regional President & CEO | $0 | $550,926 | $0 | $18,936 | $0 | $8,158 | $0 | $17,250 | $0 | $930 | $0 | $596,200 | $0 | $0 |
| Jill Vroman DO | ||||||||||||||
| Vice Chair/Family Medicine/OB | $431,339 | $0 | $29,750 | $0 | $6,939 | $0 | $17,250 | $0 | $35,388 | $0 | $520,666 | $0 | $0 | $0 |
| Rhonda Wiering - Board Member | ||||||||||||||
| (Beg Jan)/AAH VP Clinical Growth | $0 | $151,224 | $0 | $2,414 | $0 | $1,730 | $0 | $8,293 | $0 | $34,554 | $0 | $198,215 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 3: | FormAndLineReferenceDesc |
| Explanation | President/CEO serves Avera Marshall, Avera Tyler, and Avera Granite Falls and was compensated by a related organization, Avera Health. Avera Marshall relied on the related organization for determining the compensation for the President/CEO using the methods described in Part I, Line 3. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Julie Lautt and Debbie Streier have a business relationship. Julie Lautt and Rhonda Wiering have a business relationship. |
| Form 990, Part VI, Section A, line 6 | The sole member of the organization is Avera Health, a nonprofit corporation organized and existing under the laws of the state of South Dakota and exempt under 501(c)(3) of the Internal Revenue Code of 1986, as amended. |
| Form 990, Part VI, Section A, line 7a | Avera Health, as the sole member, has the power to appoint and remove, with or without cause, members of the board of directors. |
| Form 990, Part VI, Section A, line 7b | Avera Health, as the sole member, has the following rights as the member: 1) To approve the adoption, amendment or repeal of the statements of philosophy, mission and values of corporation; 2) To initiate the adoption, amendment or repeal of any provision of the articles of incorporation or bylaws of corporation, and to give final approval of any such action with respect thereto; 3) To approve and act upon the alienation of real property and precious artifacts under the canonical stewardship of the Sisters of the Presentation of the Blessed Virgin Mary of Aberdeen, South Dakota ("Presentation Sisters") or the Benedictine Sisters of Sacred Heart Monastery ("Benedictine Sisters"), pursuant to the policies established by the member; 4) To approve any plan of merger, consolidation or dissolution of the corporation, or the divestiture of a sponsored work or ministry associated with the corporation; 5) To approve the creation of new sponsored works or ministries to be conducted by or under the authority of the corporation; 6) To appoint and remove, with or without cause, the board of directors of the corporation; 7) To appoint and/or remove, with or without cause, the President and Chief Executive Officer of the corporation; 8) To approve operating/capital budgets and strategic plans of the corporation; 9) To approve expenditures outside of operating and capital budgets exceeding defined thresholds according to policy which may be adopted from time to time by the member; 10) To approve acquisitions, sales and leases, according to policy which may be adopted from time to time by the members; 11) To establish and maintain employee benefit programs; 12) To establish and maintain insurance programs; 13) To approve major community fund drives; 14) To approve the appointment of auditors; 15) To adopt policies designed to effectuate the reserved powers of the member. |
| Form 990, Part VI, Section A, line 8b | There are no committees with authority to act on behalf of the governing body. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is prepared and reviewed by an independent accounting firm. The Form 990 is then reviewed by the Avera Health VP of Financial Reporting and Tax Manager. After initial internal review, the Form 990 is made available to various members of Avera Health Executive Management, including the Avera Health CFO, President/CEO and COO. In addition, the Form 990 is made available to the Facility CEO, other Operation Finance Leaders and the Facility Board members. |
| 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 15b | The CEO and CFO-Avera Health are compensated by Avera Health. Annually the Compensation Committee of Avera Health, which is comprised of the Caring for Life Catholic Health Ministries Members of Avera Health, 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 and conflict of interest policy are not made available to the general public. The Organization's financial statements are attached to the Form 990 per IRS instructions and therefore available to the general public. |
| Form 990, Part IX, line 11g | Purchased Services: Program service expenses 16,789,160. Management and general expenses 322,068. Fundraising expenses 0. Total expenses 17,111,228. Medical Professional Fees: Program service expenses 3,055,708. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,055,708. Repairs & Maintenance: Program service expenses 2,801,475. Management and general expenses 69,613. Fundraising expenses 0. Total expenses 2,871,088. Centralized Services: Program service expenses 6,975,528. Management and general expenses 8,152,501. Fundraising expenses 0. Total expenses 15,128,029. |
| Form 990, Part XI, line 9: | Change in Interest in Avera Foundation -155,436. Change in Assets with Donor Restrictions 488,950. Other changes in net assets 44,191. |
| Form 990, Part XII, Line 2c: | The Audit Committee of Avera Health, parent organization, selects the auditor and reviews the consolidated audited financial statements for Avera Health which includes Avera Marshall. |
| Form 990, Part X, Line 20: | Avera Marshall is part of the Avera Obligated Group which consists of Avera Health, Avera McKennan, Avera St. Luke's, Avera Queen of Peace, Avera Sacred Heart, Avera Marshall, Avera St. Mary's, Avera St. Anthony's, Avera St. Benedict, Avera Holy Family, Avera Tyler, Avera Granite Falls, Avera Gettysburg and Avera at Home. Avera Marshall was not allocated any share of the bond issue, and thus does not have an amount on line 20. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Avera Health | |||||||||||
| 3900 West Avera Drive Suite 300 | Sioux Falls | SD | 57108 | 460422673 | Healthcare Services | SD | 501(c)(3) | Line 10 | N/A | 0 | |
| Avera McKennan | |||||||||||
| 1325 S Cliff Ave PO Box 5045 | Sioux Falls | SD | 57117 | 460224743 | Healthcare Services | SD | 501(c)(3) | Line 3 | 0 | Avera Health | |
| Avera at Home | |||||||||||
| 5300 S Broadband Lane | Sioux Falls | SD | 57108 | 460399291 | Home Services | SD | 501(c)(3) | Line 10 | 0 | Avera Health | |
| Avera Health Plans Inc | |||||||||||
| 3900 West Avera Drive Suite 101 | Sioux Falls | SD | 57108 | 460451539 | Health Financing and Health Plan Admin | SD | 501(c)(4) | 0 | Avera Health | ||
| Avera Granite Falls | |||||||||||
| 345 10th Ave | Granite Falls | MN | 56241 | 843156881 | Healthcare Services | MN | 501(c)(3) | Line 3 | Yes (1) | Avera Marshall | |
| Avera Tyler | |||||||||||
| 240 Willow Street | Tyler | MN | 56178 | 410853163 | Healthcare Services | MN | 501(c)(3) | Line 3 | Yes (1) | Avera Marshall | |
| Avera Queen of Peace Hospital | |||||||||||
| 525 North Foster | Mitchell | SD | 57301 | 460224604 | Healthcare Services | SD | 501(c)(3) | Line 3 | 0 | Avera Health | |
| Avera St Anthony's Hospital | |||||||||||
| 300 N 2nd Street | ONeill | NE | 68763 | 470463911 | Healthcare Services | NE | 501(c)(3) | Line 3 | 0 | Avera Health | |
| Avera St Luke's | |||||||||||
| 305 South State Street | Aberdeen | SD | 57401 | 460224598 | Healthcare Services | SD | 501(c)(3) | Line 3 | 0 | Avera Health | |
| Avera St Mary's | |||||||||||
| 801 East Sioux Avenue | Pierre | SD | 57501 | 460230199 | Healthcare Services | SD | 501(c)(3) | Line 3 | 0 | Avera Health | |
| Avera Gettysburg | |||||||||||
| 606 East Garfield | Gettsyburg | SD | 57442 | 460234354 | Healthcare Services | SD | 501(c)(3) | Line 3 | 0 | Avera St Mary's | |
| Avera Holy Family | |||||||||||
| 826 N 8th Street | Estherville | IA | 51334 | 420680370 | Healthcare Services | IA | 501(c)(3) | Line 3 | 0 | Avera Health | |
| Holy Family Hospital Foundation | |||||||||||
| 826 N 8th Street | Estherville | IA | 51334 | 421317452 | Support of Health Related Services | IA | 501(c)(3) | Line 10 | 0 | Avera Holy Family | |
| Sacred Heart Health Services | |||||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460225483 | Healthcare Services | SD | 501(c)(3) | Line 3 | 0 | Avera Health | |
| Lewis and Clark Health Education and Service Agency | |||||||||||
| 1000 W 4th Street Suite 9 | Yankton | SD | 57078 | 460337013 | Healthcare Services | SD | 501(c)(3) | Line 10 | 0 | Avera Health | |
| St Benedict Health Center | |||||||||||
| 401 West Glynn Drive | Parkston | SD | 57366 | 460226738 | Healthcare Services | SD | 501(c)(3) | Line 3 | 0 | Avera Health | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| Avera Home Medical Equipment of Floyd Valley Hospital LLC | |||||||||
| 5300 S Broadband Lane | Sioux Falls | SD | 57108 | 820582350 | Medical Services - Home Medical Equipment | SD | N/A | 0 | 0 |
| Avera Home Medical Equipment of Lakes Regional Healthcare LLC | |||||||||
| 5300 S Broadband Lane | Sioux Falls | SD | 57108 | 862949748 | Medical Services - Home Medical Equipment | SD | N/A | 0 | 0 |
| Avera Home Medical Equipment of Sioux Center LLC | |||||||||
| 5300 S Broadband Lane | Sioux Falls | SD | 57108 | 753203100 | Medical Services - Home Medical Equipment | SD | N/A | 0 | 0 |
| Avera Home Medical Equipment of Spencer Hospital LLC | |||||||||
| 5300 S Broadband Lane | Sioux Falls | SD | 57108 | 800619999 | Medical Services - Home Medical Equipment | SD | N/A | 0 | 0 |
| Brookings Health System - Avera HME LLC | |||||||||
| 100 22nd Ave Suite 101 | Brookings | SD | 57006 | 453204123 | Medical services - Home Medical Equipment | SD | N/A | 0 | 0 |
| Caravan Health ACO 15 LLC dba Prairie Vista Care Organization | |||||||||
| 20 Burton Hills Blvd Ste 100 | Nashville | TN | 37215 | 611843657 | Accountable Care Organization | MO | N/A | 0 | 0 |
| Caravan Health ACO 41 LLC dba Prairie View Care Organization | |||||||||
| 20 Burton Hills Blvd Ste 100 | Nashville | TN | 37215 | 821447782 | Accountable Care Organization | MO | N/A | 0 | 0 |
| Heart Hospital of South Dakota LLC | |||||||||
| 4500 W 69th Street | Sioux Falls | SD | 57108 | 562143771 | Healthcare Services | NC | N/A | 0 | 0 |
| Surgical Associates Endoscopy Clinic LLC | |||||||||
| 310 S Pennsylvania | Aberdeen | SD | 57401 | 460461429 | Surgical Associates | SD | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Accounts Management Inc | ||||||||||||||
| 5132 S Cliff Ave Suite 101 | Sioux Falls | SD | 57108 | 460373021 | Collection Agency | SD | N/A | C | 0 | |||||
| Alucent Australia Pty Ltd | ||||||||||||||
| Biotech research | N/A | 0 | Level 10 30 Collings Street | Melbourne | VIC 3000 | AS | AS | |||||||
| Alucent Biomedical Inc | ||||||||||||||
| 1325 S Cliff Avenue PO Box 5045 | Sioux Falls | SD | 571175045 | 471818349 | Biotech research | SD | N/A | C | 0 | |||||
| Avera Property Insurance Inc | ||||||||||||||
| 1000 West 4th Street Suite 1 | Yankton | SD | 57078 | 460463155 | Insurance | SD | N/A | C | 0 | |||||
| DakotaCare Administrative Services Inc | ||||||||||||||
| 5300 South Broadband Lane | Sioux Falls | SD | 57108 | 460424322 | Insurance | SD | N/A | C | 0 | |||||
| Kore Cares in Home Services LLC | ||||||||||||||
| 5300 South Broadband Lane | Sioux Falls | SD | 57108 | 882278902 | In-home care services | SD | N/A | S | 0 | |||||
| South Dakota State Medical Holding Company Inc | ||||||||||||||
| 5300 South Broadband Lane | Sioux Falls | SD | 57108 | 460401087 | Insurance | SD | N/A | C | 0 | |||||
| Valley Health Services | ||||||||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460357149 | Rental real estate | SD | N/A | C | 0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Avera Tyler | ||
| L | $161,042 | General Ledger |
| Avera Granite Falls | ||
| L | $150,964 | General Ledger |
| Avera Tyler | ||
| O | $1,649,469 | General Ledger |
| Avera Granite Falls | ||
| O | $2,887,306 | General Ledger |
| Avera Granite Falls | ||
| Q | $317,439 | General Ledger |
| Avera Granite Falls | ||
| R | $71,030 | General Ledger |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule R, Part II, Tax Exempt Organizations: | Holy Family Hospital Foundation dissolved November 2024. |
| Form 990, Schedule R, Part IV, Corporation or Trust: | Valley Health Services dissolved June 2025. Alucent Biomedical, Inc. dissolved May 2025. Alucent Australia Pty Ltd dissolved May 2025. |