2022-05-16T15:18:08-05:00 2021-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2020-07-01 460399291 Avera at Home AVER 6053224597 2400 S Minnesota Ave Ste 101 Sioux Falls SD 57105 Julie Lautt CFO Avera Health 6053224597 2022-05-12 1 Julie Lautt 999009999 Kim Hunwardsen CPA P00484560 6122536500 2022-05-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X Sandy Dieleman 2400 S Minnesota Ave Ste 101 Sioux Falls SD 57105 66596972 0 X See Schedule O X 1987 SD Develop programs for community based services: Home Health, Hospice Care, & Home Medical Equipment. 13 4 614 108 84923 23206 1171265 1954400 60653737 64332457 1108 310115 0 0 61826110 66596972 25 110 0 0 30995404 34592207 0 0 0 27646194 27557012 58641623 62149329 3184487 4447643 22955053 28427290 8176559 8653567 14778494 19773723 X 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. 0 0 55629227 110 64247534 Avera at Home provides a variety of home care services that make it possible for individuals to remain in their home rather than long-term residential or nursing home facilities. Avera at Home is a full-service, accredited home medical equipment provider offering a variety of medical and health-related items for purchase or rent. Additionally, it provides quality home health care with a full range of skilled nursing, therapy, and home health aide services.Finally, Avera at Home provides hospice care for people facing a life-limiting illness or injury. Quality, compassionate care is provided in the patient's home or within a 16-bed residential and inpatient care hospice facility in Sioux Falls, South Dakota.Avera at Home services were invaluable during the Covid pandemic. Throughout the pandemic, more than 6,000 COVID-19 patients received care at home via virtual methods, including phone, text and video chat interactions. At the peak of Covid, up to 1,400 patients were being monitored at home at any one time. Many of the patients would have been hospitalized otherwise. The Avera at Home home monitoring helped keep people out of the hospital while still getting the healthcare they need. Avera at Home teams helped in many ways:- Providing follow-up care for patients after they left hospitals, clinics and emergency rooms- Setting patients up with important medical equipment, including oxygen- Supporting patients with ongoing, often daily, virtual visits or phone calls- Virtual monitoring of vital signs for at-home patients.The ongoing connection, even when virtual, gave patients the confidence to continue their recovery at home. 55629227 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 51 0 1 614 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 4 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 1 0 MN X Jamie Schaefer 6053223992 3900 W Avera Dr Ste 300 Sioux Falls SD 57108 Dr Matthew Winkelbauer Board Member 1.00 40.00 X 0 558252 45525 Curtis Hohman Board Chair 1.00 40.00 X X 0 396961 33042 Sandy Dieleman President/CEO 40.00 0.00 X X 0 315277 47265 Dr Nanci Van Peursem Board Member 1.00 40.00 X 0 301538 44274 Dr Chad Thury Board Member 1.00 40.00 X 0 263020 52865 Doris Derynck Board Member 1.00 40.00 X 0 193414 35509 Karen Gallagher Board Vice Chair 1.00 40.00 X X 0 137140 46599 Gerald Beninga Board Member 1.00 0.00 X 0 0 0 Sr Lucille Welbig Board Member 1.00 6.00 X 0 0 0 Timothy Dougherty Board Member 1.00 0.00 X 0 0 0 Sister Debra Kolecka Board Member 1.00 7.00 X 0 0 0 Debbie Streier - Joined 22021 Board Member 1.00 44.00 X 0 226926 31668 Douglas Ekeren Board Member 1.00 46.00 X 0 626756 40676 Julie Lautt CFO Avera Health; Sec/Treas 0.10 41.30 X 0 903545 36378 Daniel Decker Physical Therapist 40.00 0.00 X 133179 0 33464 Rhonda Wiering Director Clinical Growth & Innovation 40.00 0.00 X 160692 0 39056 Jill Cragoe Director Patient Care 40.00 0.00 X 116110 0 45677 Carla Van Dyke Director Patient Care 40.00 0.00 X 128168 0 17939 John Decker Physical Therapist 40.00 0.00 X 170644 0 35788 Jim Breckenridge Former CFO Avera Health; Sec/Treas 0.00 0.00 X 0 329248 15667 Jamie Schaefer Former Secretary 0.00 40.00 X 0 272673 47623 Nichole Cody Former VP of Finance 0.00 40.00 X 0 153996 13385 Thomas Clark Former Board Chair 0.00 40.00 X 0 587865 45092 708793 5266611 707492 15 1 1 0 Avera Health 3900 West Avera Drive Sioux Falls SD 57108 Shared Services 3869639 BrighTree LLC 125 Technology Parkway Peachtree Corners GA 30092 Billing Services and Software 603646 Avera Queen of Peace 525 Foster St Mitchell SD 57301 Staffing 526426 Avera McKennan 1325 South Cliff Avenue Sioux Falls SD 57105 Staffing 250264 Avera St Mary's 801 E Sioux Avenue Pierre SD 57501 Staffing 186297 8 320541 1633859 1954400 Patient Revenue 624120 62742961 62742961 Home Medical Equipment Revenue 624120 1358973 1274050 84923 230523 230523 64332457 228 228 309887 0 309887 309887 309887 66596972 64247534 84923 310115 X 110 110 26101169 24535629 1565540 1634078 1554733 79345 5042769 4744793 297976 1814191 1712578 101613 75 75 9945459 6272019 3673440 40230 16741 23489 979265 758180 221085 534123 438977 95146 1373698 1095797 277901 1100079 1082244 17835 18747 14020 4727 1157185 1104283 52902 14750 14750 Medical Supplies 11403732 11397502 6230 Lease and Rental 715320 715320 Provision for Income Ta 4558 4558 269791 181743 88048 62149329 55629227 6520102 0 7104883 3813457 8752132 7301235 1086882 1163956 516279 505851 13743821 9836354 4300465 3907467 808848 11501503 75044 75044 310520 158777 22955053 28427290 5209754 6204150 1049491 91633 1917314 2357784 8176559 8653567 X 14778494 19773723 14778494 19773723 22955053 28427290 4447643 547586 0 X X 0 1 X 1 0 X 382780 270566 694984 1171265 1954400 4473995 39410889 43457482 51369090 60653737 64332457 259223655 39793669 43728048 52064074 61825002 66286857 263697650 0 0 0 263697650 100 1108 228 1436 100 1108 228 1436 6250 415 2639 9304 39799919 43728463 52066813 61826110 66287085 263708390 1.00000 0.99980 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4488108 3141671 1346437 482982 381942 101040 8772731 6312741 2459990 3907467 Investment in Affiliated Organizations 553374 F Avera Pooled Investments 10948129 F 11501503 Right of Use Operating Lease Obligation 150889 Deferred Payroll Taxes 1194532 Due to Related Party 1012363 2357784 X 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. 0 0 0 0 0 0 0 0 0 Julie Lautt CFO Avera Health; Sec/Treas 0 842009 0 55127 0 6409 0 14250 0 22128 0 939923 0 0 Douglas Ekeren Board Member 0 587258 0 28842 0 10656 0 14250 0 26426 0 667432 0 0 Thomas Clark Former Board Chair 0 547808 0 26164 0 13893 0 14250 0 30842 0 632957 0 0 Dr Matthew Winkelbauer Board Member 0 534361 0 21536 0 2355 0 14250 0 31274 0 603776 0 0 Curtis Hohman Board Chair 0 379236 0 460 0 17265 0 19864 0 13178 0 430003 0 0 Sandy Dieleman President/CEO 0 282814 0 30114 0 2349 0 14250 0 33015 0 362542 0 0 Dr Nanci Van Peursem Board Member 0 257882 0 42029 0 1627 0 13923 0 30351 0 345812 0 0 Jim Breckenridge Former CFO Avera Health; Sec/Treas 0 299918 0 0 0 29330 0 7704 0 7964 0 344916 0 0 Jamie Schaefer Former Secretary 0 270465 0 500 0 1708 0 14008 0 33614 0 320295 0 0 Dr Chad Thury Board Member 0 210445 0 51428 0 1147 0 13841 0 39024 0 315885 0 0 Debbie Streier - Joined 22021 Board Member 0 220366 0 285 0 6275 0 11286 0 20382 0 258594 0 0 Doris Derynck Board Member 0 189132 0 960 0 3322 0 9897 0 25613 0 228924 0 0 John Decker Physical Therapist 49378 0 119850 0 1416 0 6119 0 29670 0 206433 0 0 0 Rhonda Wiering Director Clinical Growth & Innovatio 132292 0 25858 0 2542 0 8465 0 30590 0 199747 0 0 0 Karen Gallagher Board Vice Chair 0 134006 0 1020 0 2114 0 7408 0 39191 0 183739 0 0 Nichole Cody Former VP of Finance 0 152924 0 0 0 1072 0 6680 0 6705 0 167381 0 0 Daniel Decker Physical Therapist 51889 0 79975 0 1315 0 6306 0 27158 0 166643 0 0 0 Jill Cragoe Director Patient Care 109698 0 5375 0 1037 0 6499 0 39178 0 161787 0 0 0 Schedule J, Part I, Line 3: The top management officer's compensation is paid by a related organization, Avera Health. Avera at Home relied on the related organization for determining the compensation for the top management officer using the methods described in Part I, Line 3. Form 990, Item J The organization's website is: www.avera.org/avera-at-home Form 990, Part VI, Section A, line 2 Jim Breckenridge, Julie Lautt, Sandy Dieleman, Sister Debra Kolecka, Sister Lucille Welbig, Jamie Schaefer, Nichole Cody, Curtis Hohman, Nanci Van Peursem, Chad Thury, Doris Derynck, Karen Gallagher, Tom Clark, Doug Ekeren, Debbie Streier, and Matthew Winkelbauer 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 has the following rights as Member of the organization. (a) To approve the adoption, amendment or repeal of the statements of philosophy, mision and values of Corporation; (b) 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; (c) 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; (d) 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; (e) To approve the creation of new sponsored works or ministries to be conducted by or under the authority of the Corporation; (f) To appoint and remove, with or without cause, the Board of Directors of the Corporation; (g) To appoint and/or remove, with or without cause, the President and Chief Executive Officer of the Corporation; (h) To approve operating/capital budgets and strategic plans of the Corporation; (i) 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; (j) To approve acquisitions, sales and leases, according to policy which may be adopted from time to time by the Member; (k) To establish and maintain employee benefit programs; (l) To establish and maintain insurance programs; (m) To approve major community fund drives; (n) To approve the appointment of auditors; (o) To adopt policies designed to effectuate the reserved powers of the Member; (p) To initiate and give final approval to equity and asset transfers by and between the Member and the Corporation and any affiliates or subsidiaries of the Member; (q) To initiate and give final approval to (i) any and all issuances of obligations under any existing or future master indentures binding the Corporation, any indebtedness (including, without limitation, capitalized leases) in excess of dollar thresholds as may be from time to time established by the Member, and (ii) any pledges of collateral for such indebtedness and any pledges of real estate as collateral for any indebtedness regardless of amount; (r) (i) Full and exclusive power to execute supplemental master indentures, including, without limitation, those authorizing the issuance of obligations or series of obligations, (ii) full and exclusive power to prepare, or authorize the preparation of, any and all documents, agreements, swap agreements, investment contracts, certificates and disclosure materials (including, without limitation, Official Statements and any supplements thereto) reasonably and ordinarily prepared in connection with the issuance of obligations thereunder, or related bonds associated therewith and to execute and deliver such items to the appropriate parties in connection therewith and (iii) full and exclusive power to authorize the entrance of members to, or withdrawal of members from, any obligated group, subject to the other requirements of the applicable master indenture for such entrance or withdrawal. Form 990, Part VI, Section A, line 8b The organization does not have a committee with authority to act on behalf of the governing board. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the Avera Health VP of Financial Reporting, Tax Manager, Facility CEO and Finance Committee (if applicable). After initial review the Form 990 is made available to the Board and other Operation Finance Leaders. Form 990, Part VI, Section B, line 12c The conflict of interest policy covers board members, officers and key employees. At each board meeting, each board member is expected 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 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 six (6) System Members appointed by the Religious Orders, meets with an independent consultant regarding fair market value of officers and key employees. The Compensation Committee approves all salaries based on comparable data and documents the basis for their decision in meeting minutes. Depending on the individual's role with the organization, some officers are compensated by Avera @ Home. Form 990, Part VI, Section C, line 19 The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public. Form 990, Part IX, line 11g Purchased Services: Program service expenses 5,530,323. Management and general expenses 364,355. Fundraising expenses 0. Total expenses 5,894,678. Medical Prof Fees: Program service expenses 614,113. Management and general expenses 0. Fundraising expenses 0. Total expenses 614,113. Repairs and Maintenance: Program service expenses 127,583. Management and general expenses 13,165. Fundraising expenses 0. Total expenses 140,748. Centralized Services: Program service expenses 0. Management and general expenses 3,295,920. Fundraising expenses 0. Total expenses 3,295,920. 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 at Home. Form 990, Part X, Line 20: Avera at Home 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 at Home was not allocated any share of the bond issue, and thus does not have an amount on line 20. Avera Home Medical Equipment LLC 1325 S Cliff Ave PO Box 5045 Sioux Falls SD 57117 460488198 Medical Services - Home Medical Equipment SD 27398102 18253403 Avera at Home Avera Health 3900 W Avera Drive Suite 300 Sioux Falls SD 57108 460422673 Healthcare Services SD 501(c)(3) Line 10 N/A 0 Sacred Heart Health Services 501 Summit Street Yankton SD 57078 460225483 Healthcare Services SD 501(c)(3) Line 3 Avera Health 0 Lewis and Clark Health Education and Service Agency 1000 W 4th Street Suite 9 Yankton SD 57078 460337013 Healthcare Education SD 501(c)(3) Line 10 Sacred Heart Health Services 0 Avera St Anthony's Hospital 300 N 2nd Street ONeill NE 68763 470463911 Healthcare Services NE 501(c)(3) Line 3 Avera Health 0 Avera Holy Family 826 North 8th Street Estherville IA 51334 420680370 Healthcare Services IA 501(c)(3) Line 3 Avera Health 0 Avera Holy Family Foundation 826 North 8th Street Estherville IA 51334 421317452 Support Health Related Services IA 501(c)(3) Line 10 Avera Holy Family 0 St Benedict Health Center 401 West Glynn Drive Parkston SD 57366 460226738 Healthcare Services SD 501(c)(3) Line 3 Avera Health 0 St Benedict Health Center Foundation West Glynn Drive PO Box B Parkston SD 57366 460458725 Support Health Related Services SD 501(c)(3) Line 12a, I St Benedict Health Center 0 Avera McKennan 1325 S Cliff Ave PO Box 5045 Sioux Falls SD 57117 460224743 Healthcare Services SD 501(c)(3) Line 3 Avera Health 0 Avera Queen of Peace Hospital 525 North Foster Mitchell SD 57301 460224604 Healthcare Services SD 501(c)(3) Line 3 Avera Health 0 Avera St Luke's 305 South State Street Aberdeen SD 57401 460224598 Healthcare Services SD 501(c)(3) Line 3 Avera Health 0 Avera Marshall 300 S Bruce St Marshall MN 56258 410919153 Healthcare Services MN 501(c)(3) Line 3 Avera Health 0 Avera Gettysburg 606 East Garfield Gettysburg SD 57442 460234354 Healthcare Services SD 501(c)(3) Line 3 Avera St Mary's 0 Avera St Mary's 801 East Sioux Avenue Pierre SD 57501 460230199 Healthcare Services SD 501(c)(3) Line 3 Avera Health 0 Avera Tyler 240 Willow Street Tyler MN 56178 410853163 Healthcare Services MN 501(c)(3) Line 3 Avera Marshall 0 Avera Health Plans Inc 3900 W Avera Drive Suite 101 Sioux Falls SD 57108 460451539 Health Financing and Health Plan Administration SD 501(c)(4) Avera Health 0 Avera Granite Falls 345 10th Ave Granite Falls MN 56241 843156881 Healthcare Services MN 501(c)(3) Line 3 Avera Marshall 0 Avera Home Medical Equipment of Floyd Valley Hospital LLC 714 Lincoln St NE Lemars IA 51031 820582350 medical services - home medical equipment SD Avera at Home related 114478 138129 0 0 0.50000 Avera Home Medical Equipment of Sioux Center LLC 38 19th St SW Sioux Center IA 51250 753203100 medical services - home medical equipment SD Avera at Home related 185357 155382 0 0 0.50000 Heart Hospital of South Dakota LLC 4500 W 69th Street Sioux Falls SD 57108 562143771 Health care services SD N/A 0 0 Q&M Properties LLC 525 North Foster Mitchell SD 57301 731652049 medical clinic building SD N/A 0 0 Surgical Associates Endoscopy Clinic LLC 310 S Pennsylvania St Aberdeen SD 57401 460461429 surgical associates SD N/A 0 0 Avera Home Medical Equipment of Spencer Hospital LLC 2400 S Minnesota Avenue 102 Sioux Falls SD 57117 800619999 medical services - home medical equipment SD Avera at Home related 225367 171426 0 0 0.50000 Brookings Health System - Avera HME LLC 101 22nd Ave Suite 101 Brookings SD 57006 453204123 Medical services - home medical equipment SD Avera at Home related 188288 199808 0 0 0.50000 National Rural ACO 4 LLC dba Prairie Hills Care Organization 7509 NW Tiffany Springs Parkway Kansas City MO 64153 371780735 accountable care organization KS N/A 0 0 National Rural ACO 5 LLC dba Great Plains Care Organization 7509 NW Tiffany Springs Parkway Kansas City MO 64153 383958290 accountable care organization KS N/A 0 0 Caravan Health ACO 41 LLC dba Prairie View Care Organization 7509 NW Tiffany Springs Parkway Kansas City MO 64153 821447782 accountable care organization KS N/A 0 0 Valley Health Services 501 Summit Street Yankton SD 57078 460357149 rental real estate SD N/A C 0 Accounts Management Inc 5132 S Cliff Ave Ste 101 Sioux Falls SD 57108 460373021 collection agency 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 Alucent Biomedical Inc 1325 S Cliff Avenue PO Box 5045 Sioux Falls SD 571175045 471818349 biotech research SD N/A C 0 South Dakota State Medical Holding Company Inc 5300 South Broadband Lane Sioux Falls SD 57108 460401087 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 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 Schedule R, Part III: Q&M Properties, LLC dissolved effective June 30, 2021. National Rural ACO 4 LLC liquidated effective December 31, 2020.