AVERA ST LUKES: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AVERA ST LUKES (EIN 46-0224598)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-26
- IRS object ID
- 202011479349300116
- Schema version
- 2018v3.1
- 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 I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-26T11:57:46-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460224598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avera St Luke's | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVER | BusinessNameControlTxt |
| Phone | 6056225272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 South State Street | AddressLine1Txt |
| City | Aberdeen | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julie Norton | PersonNm |
| Person Title | CFO Avera Health | PersonTitleTxt |
| Phone | 6056225272 | PhoneNum |
| Signature | 2020-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2020-05-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.147.181.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-11 | IPDt |
| IP Tm | 15:47:00 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D8A1E5117AA53286D53F57459EBB2DE5C7CA50FC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EFC25E59FA7409AE560978A003AFB9E955B778C6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Todd Forkel | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 South State Street | AddressLine1Txt |
| City | Aberdeen | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $201,035,029 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.averastlukes.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1901 | FormationYr |
| Legal Domicile State | SD | LegalDomicileStateCd |
| Activity Or Mission | Promotion of Health | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1465 | TotalEmployeeCnt |
| Total Volunteers | 73 | TotalVolunteersCnt |
| Total Gross UBI | $488,193 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$519,315 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $407,121 | PYContributionsGrantsAmt |
| CY Contributions Grants | $400,626 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $195,316,066 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $199,869,615 | CYProgramServiceRevenueAmt |
| PY Investment Income | $707,451 | PYInvestmentIncomeAmt |
| CY Investment Income | $420,120 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$460,457 | PYOtherRevenueAmt |
| CY Other Revenue | -$351,101 | CYOtherRevenueAmt |
| PY Total Revenue | $195,970,181 | PYTotalRevenueAmt |
| CY Total Revenue | $200,339,260 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $187,455 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $193,616 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $110,737,623 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $112,994,113 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $179,626 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $87,128,899 | PYOtherExpensesAmt |
| CY Other Expenses | $92,919,365 | CYOtherExpensesAmt |
| PY Total Expenses | $198,053,977 | PYTotalExpensesAmt |
| CY Total Expenses | $206,107,094 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,083,796 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,767,834 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $171,105,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $162,705,089 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $85,703,890 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,400,534 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,401,323 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,304,555 | 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 | $179,804,284 | ExpenseAmt |
| Grant | $193,616 | GrantAmt |
| Revenue | $199,927,207 | RevenueAmt |
| Desc | Avera St. Luke's mission is to provide healthcare services to Aberdeen, South Dakota residents and residents of the surrounding area. Avera St. Luke's is a 501(c)(3) organization affiliated with Avera Health. Avera St. Luke's consists of 43 acute beds, 6 ICU beds, 10 inpatient psych beds, an 81 bed nursing home in Aberdeen, SD and a 56 bed nursing home in Eureka, SD, a 10-bed surgical center in Aberdeen, SD, and 20 physician clinics. The physician clinics include primary care, ob/gyn, pediatrics, orthopedics, general surgery, radiation, radiology, oncology, therapy, neurology, urology, hematology, psychiatry, neonatology, gastroenterology, and cardiology. Avera St. Luke's provides acute care and long-term healthcare services. Avera St. Luke's Hospital4,073 Acute patient discharges461 Newborn patient discharges211 Swing bed patient discharges130,877 Outpatient visits1,936 Swing-bed patient days881 Newborn patient days163,124 Clinic visits47,304 Nursing home resident days106 Long Term Care patient dischargesAvera St. Luke's 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 $6,905,029.Avera St. Luke's also provides community benefit health activities at less than or at no cost to support those in the area served, see Schedule H. As a member of the Avera Health Network, Avera St. Luke's 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 St. Luke's 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 | $179,804,284 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | Yes (1) | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 184 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1465 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 (24 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Robert Fouberg | ||||||||||
| Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Tom Seyer | ||||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Sr Mary Kay Panowicz | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sr Kathleen Ann Bierne | ||||||||||
| Director | 1.00 | 2.60 | Yes (X) | $0 | $0 | $0 | ||||
| Lyle Biegler MD | ||||||||||
| Director/Family Medicine | 40.00 | 0.00 | Yes (X) | $413,173 | $0 | $41,111 | ||||
| Sandra Kleinknecht | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dick Inman | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Marshall Lovrien | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Carmen Meyer | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Diana Reynen | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Heidi Golz | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sr Marietta Kerkvliet | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Garret Wobst MDDirector | ||||||||||
| Hyperbaric Treatment, Surgery, & Podiatry | 40.00 | 0.00 | Yes (X) | $463,796 | $0 | $39,297 | ||||
| Adam LeFebvre MD | ||||||||||
| Director/Anesthesiology | 40.00 | 0.00 | Yes (X) | $461,609 | $0 | $41,097 | ||||
| Sr Pam Donelan | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Todd Forkel | ||||||||||
| President & CEO | 40.00 | 5.00 | Yes (X) | $0 | $666,750 | $36,229 | ||||
| Jim Breckenridge | ||||||||||
| CFO Avera Health; Sec/Treas | 0.10 | 39.90 | Yes (X) | $0 | $918,859 | $34,586 | ||||
| Tom Snyder | ||||||||||
| VP Long Term Care | 40.00 | 0.50 | $190,352 | $0 | $23,460 | Yes (X) | ||||
| Christopher Larson | ||||||||||
| General Surgeon | 40.00 | 0.00 | $1,272,967 | $0 | $45,357 | Yes (X) | ||||
| Sushell Gundewar | ||||||||||
| Cardiology | 40.00 | 0.00 | $1,251,978 | $0 | $40,297 | Yes (X) | ||||
| Brandon Fites | ||||||||||
| Orthopedic Surgeon | 40.00 | 0.00 | $1,426,606 | $0 | $40,560 | Yes (X) | ||||
| Roger Werth | ||||||||||
| General Surgeon | 40.00 | 0.00 | $1,220,398 | $0 | $41,206 | Yes (X) | ||||
| Richard Conklin | ||||||||||
| Oncologist | 40.00 | 0.00 | $1,299,294 | $0 | $46,357 | Yes (X) | ||||
| Will FlettFormer | ||||||||||
| Secretary/Treasurer | 0.00 | 40.00 | $0 | $191,338 | $38,137 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,000,173 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,776,947 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $467,694 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 129 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 Dr Ste 301 | Sioux Falls | SD | 571085721 | Shared services | $21,055,690 |
| Huff Construction Inc | |||||
| 11 N Dakota St | Aberdeen | SD | 57401 | Construction | $1,721,854 |
| Restorix Health Inc | |||||
| 445 Hamilton Ave Ste 800 | White Plains | NY | 10601 | Medical services | $1,330,660 |
| National Medical Resource | |||||
| 2792 E Broadway Ave | Bismarck | ND | 58501 | Physician Services | $398,594 |
| Dahme Construction Co Inc | |||||
| PO Box 407 | Aberdeen | SD | 57401 | Construction | $284,305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $44,105 | RelatedOrganizationsAmt |
| Government Grants | $145,378 | GovernmentGrantsAmt |
| All Other Contributions | $211,143 | AllOtherContributionsAmt |
| Total Contributions | $400,626 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Net patient services | 621110 | $194,659,239 | $194,659,239 | |
| Supporting revenue | 624100 | $4,505,942 | $4,017,749 | $488,193 |
| Invest in partnership | 900099 | $704,434 | $704,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $199,869,615 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,154 | TotalRevenueColumnAmt |
| Exclusion | $193,154 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $268,741 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $693,143 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$424,402 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$424,402 | TotalRevenueColumnAmt |
| Exclusion | -$424,402 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $149,502 | SecuritiesAmt |
| Other | $77,464 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $149,502 | SecuritiesAmt |
| Other | $77,464 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $226,966 | TotalRevenueColumnAmt |
| Exclusion | $226,966 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $18,335 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,626 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,709 | TotalRevenueColumnAmt |
| Exclusion | $15,709 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $57,592 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,592 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $57,592 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200,339,260 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $199,439,014 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $488,193 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,427 | 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 | $193,616 | TotalAmt |
| Program Services | $193,616 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,680,093 | TotalAmt |
| Program Services | $1,469,324 | ProgramServicesAmt |
| Management And General | $210,769 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,900 | TotalAmt |
| Program Services | $54,900 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,877,714 | TotalAmt |
| Program Services | $82,171,597 | ProgramServicesAmt |
| Management And General | $6,608,501 | ManagementAndGeneralAmt |
| Fundraising | $97,616 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,714,219 | TotalAmt |
| Program Services | $5,291,474 | ProgramServicesAmt |
| Management And General | $416,463 | ManagementAndGeneralAmt |
| Fundraising | $6,282 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,686,220 | TotalAmt |
| Program Services | $10,815,671 | ProgramServicesAmt |
| Management And General | $857,709 | ManagementAndGeneralAmt |
| Fundraising | $12,840 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,980,967 | TotalAmt |
| Program Services | $4,601,327 | ProgramServicesAmt |
| Management And General | $374,266 | ManagementAndGeneralAmt |
| Fundraising | $5,374 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,998 | TotalAmt |
| Management And General | $20,998 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $540 | TotalAmt |
| Management And General | $540 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,211 | TotalAmt |
| Management And General | $11,211 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,326,380 | TotalAmt |
| Program Services | $15,079,259 | ProgramServicesAmt |
| Management And General | $15,246,821 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,360 | TotalAmt |
| Program Services | $30,669 | ProgramServicesAmt |
| Management And General | $19,426 | ManagementAndGeneralAmt |
| Fundraising | $265 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,389,600 | TotalAmt |
| Program Services | $7,067,596 | ProgramServicesAmt |
| Management And General | $1,289,641 | ManagementAndGeneralAmt |
| Fundraising | $32,363 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,392 | TotalAmt |
| Program Services | $205,792 | ProgramServicesAmt |
| Management And General | $7,600 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,929,671 | TotalAmt |
| Program Services | $1,896,238 | ProgramServicesAmt |
| Management And General | $33,011 | ManagementAndGeneralAmt |
| Fundraising | $422 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,865 | TotalAmt |
| Program Services | $327,337 | ProgramServicesAmt |
| Management And General | $94,904 | ManagementAndGeneralAmt |
| Fundraising | $624 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,708 | TotalAmt |
| Program Services | $290,912 | ProgramServicesAmt |
| Management And General | $15,796 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,851,958 | TotalAmt |
| Program Services | $2,851,958 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,148,155 | TotalAmt |
| Program Services | $6,818,447 | ProgramServicesAmt |
| Management And General | $329,010 | ManagementAndGeneralAmt |
| Fundraising | $698 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,431,041 | TotalAmt |
| Program Services | $1,420,170 | ProgramServicesAmt |
| Management And General | $10,871 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical supplies | $29,162,036 | $29,152,379 | $9,657 |
| Bad debt | $8,181,646 | $8,181,646 | |
| Equipment lease/rental | $411,950 | $375,316 | $36,634 |
| Licenses and permits | $338,575 | $39,666 | $298,909 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,722,279 | TotalAmt |
| Program Services | $1,468,990 | ProgramServicesAmt |
| Management And General | $230,447 | ManagementAndGeneralAmt |
| Fundraising | $22,842 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,107,094 | TotalAmt |
| Program Services | $179,804,284 | ProgramServicesAmt |
| Management And General | $26,123,184 | ManagementAndGeneralAmt |
| Fundraising | $179,626 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,577,820 | BOYAmt |
| EOY | $5,994,262 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,360,553 | BOYAmt |
| EOY | $26,199,683 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $827,647 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,591,276 | BOYAmt |
| EOY | $3,437,742 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,503 | BOYAmt |
| EOY | $1,338,582 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $196,838,491 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $119,266,957 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,538,832 | BOYAmt |
| EOY | $77,571,534 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,166,554 | BOYAmt |
| EOY | $6,903,053 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,355 | BOYAmt |
| EOY | $1,264,669 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,095,688 | BOYAmt |
| EOY | $38,993,959 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $966,985 | BOYAmt |
| EOY | $1,001,605 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,105,213 | BOYAmt |
| EOY | $162,705,089 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,648,829 | BOYAmt |
| EOY | $14,166,527 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,718,058 | BOYAmt |
| EOY | $69,638,058 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,800 | BOYAmt |
| EOY | $56,200 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,279,203 | BOYAmt |
| EOY | $1,539,749 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,703,890 | BOYAmt |
| EOY | $85,400,534 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,386,068 | BOYAmt |
| EOY | $74,802,434 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,493,304 | BOYAmt |
| EOY | $1,980,170 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,951 | BOYAmt |
| EOY | $521,951 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,401,323 | BOYAmt |
| EOY | $77,304,555 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,105,213 | BOYAmt |
| EOY | $162,705,089 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,767,834 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$50,995 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,277,939 | 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 | 0 | FederalGrantAuditRequiredInd |
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 | $11,211 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $11,211 | 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 St. Luke's 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 | $1,248,105 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $45,961 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,386 | OtherExpendituresAmt |
| Administrative Expenses | $7 | AdministrativeExpensesAmt |
| End Year Balance | $1,284,673 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,983,726 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $65,876 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,801,473 | OtherExpendituresAmt |
| Administrative Expenses | $24 | AdministrativeExpensesAmt |
| End Year Balance | $1,248,105 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,036,970 | BeginningYearBalanceAmt |
| Contributions | $469,170 | ContributionsAmt |
| Investment Earnings Or Losses | $351,817 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $857,309 | OtherExpendituresAmt |
| Administrative Expenses | $16,922 | AdministrativeExpensesAmt |
| End Year Balance | $2,983,726 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,364,943 | BeginningYearBalanceAmt |
| Contributions | $462,040 | ContributionsAmt |
| Investment Earnings Or Losses | $65,820 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,837,645 | OtherExpendituresAmt |
| Administrative Expenses | $18,188 | AdministrativeExpensesAmt |
| End Year Balance | $3,036,970 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,963,040 | BeginningYearBalanceAmt |
| Contributions | $676,958 | ContributionsAmt |
| Investment Earnings Or Losses | $153,521 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $414,764 | OtherExpendituresAmt |
| Administrative Expenses | $13,812 | AdministrativeExpensesAmt |
| End Year Balance | $4,364,943 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40470 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59530 | PrmnntEndowmentBalanceEOYPct |
| 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) |
|---|---|---|
| Investment Cost Or Other Basis | $1,428,952 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,918,054 | OtherCostOrOtherBasisAmt |
| Book Value | $6,347,006 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $134,934,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,746,575 | DepreciationAmt |
| Book Value | $59,187,573 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,296,594 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,004,441 | DepreciationAmt |
| Book Value | $11,292,153 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,260,743 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,515,941 | DepreciationAmt |
| Book Value | $744,802 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,571,534 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Interest rate swap agreement | $1,308,749 |
| Interest payable | $231,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,539,749 | 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 in trust 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. The Organization's permanently restricted endowment funds are donor restricted. |
| 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 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 |
| Percent150 | Yes (X) | Percent150Ind |
| 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 | 0 | AnnualCommunityBnftReportInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,530,697 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,530,697 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00770 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,567,692 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,865,071 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,702,621 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02380 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $393,363 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $393,363 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00200 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,491,752 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,865,071 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,626,681 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03350 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $361,563 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $361,563 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00180 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $286,528 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $286,528 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00140 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,464,343 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,494,250 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,970,093 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01500 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $582,370 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,810 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $561,560 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00280 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,694,804 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,515,060 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,179,744 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02100 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $18,186,556 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $7,380,131 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,806,425 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05450 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,836 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,836 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,612 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,612 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $28 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $28 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,136 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,136 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $728 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $728 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,550 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,550 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,120 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,120 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $14,010 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $14,010 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $8,181,646 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $54,332,565 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $56,482,924 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$2,150,359 | 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 |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp
Entity Name EntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 Surgical Associates Endoscopy Clinic LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Endoscopy Procedures | PrimaryActivitiesTxt |
| Org Profit Or Ownership | 0.51000 | OrgProfitOrOwnershipPct |
| Physicians Profit Or Ownership | 0.49000 | PhysiciansProfitOrOwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 St Luke's | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 South State Street | AddressLine1Txt |
| City | Aberdeen | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.averastlukes.org | WebsiteAddressTxt |
| State License | 10525 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | 16 provider based clinics | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avera St Luke's | 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 | 18 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 18 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V | 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 | 150.000000000000 | 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 | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V | 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Avera St. Luke's | Part V, Section B, Line 5: The St. Luke's Hospital Foundation invited individuals from all facets of the community to participate in an on-line survey, over a period of three months. After review of the results, the Avera St. Luke's Foundation then hosted eight focus groups representing community leaders and members, health care providers, dentists, uninsured/underinsured persons and policy makers to discuss the survey results and address health care needs in Brown County. Avera St. Luke's collaborated with the City of Aberdeen to review existing programs and find new ways to support and improve existing programs as well as implement new programs. In collecting data, Avera St. Luke's contacted a wide range of respondents from several different ages, economic classes, organizations, and cultures. The groups involved included:* The Brown County 211 Helpline Board* United Way Board Members* Presentation Sisters* Salvation Army* Local Universities* Aberdeen Diversity Coalition* City Emergency Responders* Aberdeen Area Chamber of Commerce Business and Health committees* Aberdeen Area Human Resource Association* Aberdeen Military Committee* Social Workers* Cancer Center Patients and Families |
| Avera St. Luke's | Part V, Section B, Line 11: The community health needs assessment was completed during the tax year and, as such, the hospital has not taken specific actions with respect to the current implementation strategy. The following community health priority areas were identified and the following actions will be taken by the hospital during future years:Preventive Care and Removing Barriers to Health Needs* Support of better nutrition through Food Bank. * Avera Human Performance team and dietitians will create an educational handout that is delivered and updated quarterly to the area food banks that list best choices and wellness options, and money-saving strategies for patients that are trying to make healthy and cost-effective choices.* Avera St. Luke's will collaborate with area service organizations and food banks to provide the resources and educational pieces to assist individuals with health issues to make better choices.* Coordinated Care is a program that can help individuals overcome barriers to better health. Providers and members of the coordinated care teams will work to track trends and patterns that predict risk and then will work to redirect care as needed.* Collaboration with community programs and philanthropic offices to provide additional devices/items or support outside of medical facilities to decrease the need for medical care. * The Lifetime Resiliency program is a wellness continuum designed to assist individuals/patients on their path to healthier living. This program helps patients who are recovering from a medical condition or who need to prepare for an upcoming procedure. * Physicians and the Avera Human Performance Center team will work together to determine the best steps and needs on an individual basis based on the medical condition.Health Care Affordability* Avera St. Luke's plans to host an educational event that brings together health insurance and financial experts to present about best use of health insurance, HSAs/FSAs, and high deductible plans. Avera St. Luke's Quality Care and Innovation Strategy Officer, Financial and Billing will develop the presentation; Marketing and Communications will work to promote and provide the materials necessary for the program.* Avera St. Luke's will work with the Aberdeen Area Human Resource Association, business health partners, financial and insurance connections and Brown County offices. * We will partner with the community programs and locations to provide the marketing pieces and education on locations of Avera facilities in Brown County.Transportation Needs* Aberdeen has created a community coordination committee, of which Avera St. Luke's will serve as a leader. A key area of focus will be how to improve transportation gaps.* Avera St. Luke's will collaborate with city transportation groups to improve access to transportation to patients and families in the Aberdeen region. The first step will be to have our patient scheduling and patient care coordinators meet with city transit to establish windows of time that would best coordinate with medical appointments, as well as partnering with area churches, schools and organizations that provide transportation.* Through volunteers, Road to Recovery provides transportation to and from treatment for people with cancer who do not have a ride or are unable to drive themselves.* The Avera St. Luke's Foundation and Avera Cancer Institute will work closely with our American Cancer Society representative and provide the support needed to recruit, train and support the "Road to Recovery" for Aberdeen.Many of these activities are continuations of activities the hospital has been conducting related to the prior community health needs assessment.Many other region/community themes emerged that were beyond the scope or control of Avera St. Luke's. The following health needs/priorities will be deferred to the appropriate organizations and programs in place that are working on specific issues: * Adult dental care* Housing* Suicide prevention* Diversity and education |
| Avera St. Luke's | 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 St. Luke's | Part V, Section B, Line 16j: A summary of the financial assistance policy is posted in the Hospital facility's emergency rooms, waiting rooms, and admissions office and is included in the billing statement. In addition, the financial assistance policy is discussed with the patient upon admission to the facility. |
| Avera St. Luke's | 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 St. Luke's | 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. |
| Schedule H, Part V, Section B, Line 7a and 10a: | www.avera.org/about/community-health-needs-assessments/ |
| Schedule H, Part V, Line 16a, 16b, and 16c: | https://www.avera.org/patients-visitors/charity-patient-assistance-programs/financial-assistance-forms/ |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 6 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - Avera Mother Joseph Manor | ||||
| 1002 N Jay Street | Aberdeen | SD | 57401 | Nursing Home, Assisted and Congregate Living |
| 2 - Avera Eureka Health Care Center | ||||
| E Hwy 10 | Eureka | SD | 57437 | Skilled Nursing Facility |
| 3 - Avera Clinic of Ellendale | ||||
| 240 Main St | Ellendale | ND | 58436 | Clinic |
| 4 - Avera Medical Group AveraQuick Kesslers | ||||
| 615 6th Ave SE | Aberdeen | SD | 57401 | Clinic |
| 5 - Avera Medical Group Selby | ||||
| 4401 Main St | Selby | SD | 57472 | Clinic |
| 6 - Pain Management Center | ||||
| 815 1st Ave SE | Aberdeen | SD | 57401 | Clinic |
Supplemental Information Detail SupplementalInformationDetail (14 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 7: | A combination of costing methodologies were used to calculate the amounts reported in the table. A cost-to-charge ratio derived from Worksheet 2, ratio of patient care cost-to-charges was used to calculate charity care at cost, unreimbursed Medicaid and Means-Tested Government Program expenses. Subsidized health was calculated based on actual cost/loss. For all other amounts, costs and revenues as reflected by the general ledger system were used. |
| Part I, Ln 7 Col(f): | Bad debt expense of $8,181,646 is included on Form 990, Part IX, line 25, column (A) but excluded for purposes of calculating this percentage. |
| Part II, Community Building Activities: | NATIONAL NIGHT OUT - National Night Out is an annual community-building campaign that promotes police-community partnerships and neighborhood camaraderie to make our neighborhoods safer, more caring places to live. National Night Out enhances the relationship between neighbors and law enforcement. Our local sponsor, the Aberdeen Police Department, invites local organizations to participate each year in this event held on the first Tuesday of August at Melgaard Park. A free meal is served by volunteers from many organizations and entertainment is offered all free of charge. Avera St. Luke's has participated by offering a booth with games and prizes with our focus on child safety - recent focuses have been on back to school safety with walking, bike riding and outdoor play. The event brings out around 1,500 to 2,000 children and families for a fun evening. ASPIRE/SD DEPT OF VOC REHAB - Project SEARCH provides internships for high school students in their last year of high school and assists in helping students attain work skills and prepare them for a job. Students are chosen for the program who are ready to join the workforce and do not have plans to go to college but have skills that would enable them to be gainfully employed. We want to assist in meeting the community workforce needs as well as help these students obtain employment vs. being on federal assistance. |
| Part III, Line 2: | Bad debt expense is reported net of discounts and contractual allowances. A payment on an account previously written off reduces bad debt expense in the current year.Bad debt expense on line 2 is reported at charges as presented on the financial statements. |
| Part III, Line 3: | 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 III, Line 4: | The footnote to the Organization's financial statements that describes bad debt expenses can be found on page 11 of the attached audited financial statements. |
| Part III, Line 8: | 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. Avera St. Luke's follows the CHA guidelines in reporting community benefits and therefore any Medicare shortfall (as calculated including our non-cost report entities) is excluded from community benefit. However, Medicare is the organization's largest payer and patients with Medicare coverage are accepted regardless of whether or not a surplus or deficit is realized from providing the services. This basis therefore means providing Medicare services promotes access to healthcare services which is a key advantage for our community. |
| 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: | Health care needs are assessed through various methods. Given Aberdeen is a regional center/hub and the third largest city in South Dakota, Avera St. Luke's is integrally involved with community organizations, universities/colleges, schools, state programs and local governments. Although another smaller hospital opened in Aberdeen during FY 2013, the next largest hospital is 100 miles from Aberdeen and most of the towns within our region have a population of less than 2,000. By working with all in our region, we are able to determine health needs and provide programs and solutions where possible. Our third community health needs assessment (CHNA) was completed and posted to our website by June 30, 2019. The identified areas of need highlighted for further research andcomparison are dental care, removal of barriers to community health needs, health care affordability and travel and accessibility to health care. The overall goal is to focus on removing all barriers to health. |
| Part VI, Line 3: | The Organization utilizes various methods to inform patients about our financial assistance policy. Admitting areas have signs/posters noting charity care and financial assistance. Avera St. Luke's and Avera Health utilize the internet to address financial assistance. Social workers are in direct contact with patients and make referrals to the Business Office for financial assistance and in many cases, work directly with the patient on various government programs which may be available and help with applications. For those who receive bills for services and have concerns about their ability to pay, financial counselors work directly with them on financial assistance. We have brochures available to all and treat all without regard to their ability to pay. |
| Part VI, Line 4: | Aberdeen is the third largest city in South Dakota. Using South Dakotaestimated data for July 2018, census reflected a population ofapproximately 28,562. Our primary service area consists of the followingcounties: Brown, Marshall, Day, Faulk, Edmunds, McPherson, and Spink inSouth Dakota and Dickey County in North Dakota. The population of thisarea is approximately 65,000. Our secondary service area includes othernearby counties. This large service area is due to outreach and the scopeof specialty services offered by Avera St. Luke's for which if notoffered, a patient would travel up to 200 miles for the same service.Given we are a rural community in the truest sense, we have a very agedpopulation. Many of the patients within this region are Medicare age.Other than the hospital that opened in Aberdeen during FY 2013, the nextclosest hospitals are 40 to 100 miles away. They are Critical Access Hospitals with limited services and served by limited physicians. Patientdemographics within the region would indicate that after you considerthose patients admitted to the smaller hospitals, the majority of the restseek services at Avera St. Luke's and the other hospital in Aberdeen. Thepopulation in the primary service counties range from 2,330 to 39,316.US Census QuickFacts data estimates for 2018 contains many dataelements, therefore, we will comment on Brown County (location of Avera St. Luke's), Spink County (second largest in primary service area with growth) and McPherson County (due to aged population). % change in Pop. % over 65 Non-White Pop. %State of SD 8.4% 16.6% 15.6%Brown County 7.6% 17.2% 11.5%Spink County 1.2% 20.8% 4.5%McPherson County -2.1% 28.1% 2.4%Median Household IncomeState of SD $56,499Brown County $56,455Spink County $52,729McPherson County $43,804From an unemployment standpoint, South Dakota (3.2%) and our region hasfared much better than the US. Within the primary service area, currentunemployment rates range from a low of 3.2% in Brown County to a high of5.4% in McPherson County. |
| Part VI, Line 5: | Avera St. Luke's is a regional facility within Avera Health System. Weare a health ministry cosponsored by the Benedictine Sisters of Yankton,South Dakota and the Presentation Sisters of Aberdeen, South Dakota. Ourhealth ministry is rooted in the Gospel and requires us to make a positiveimpact in the lives and health of persons and communities by providingquality services guided by Christian values. Avera St. Luke's vision is tobe an exceptional health care organization for patients to receive care,physicians to practice and employees to work. The Organization's valuesare Compassion, Hospitality and Stewardship. Our governing body consists of 15 members who are physicians, community and regional residents and Sister representatives from the Presentation and Benedictine Orders. In addition, the CEO serves on the board. In addition to the governing body, we have one advisory board. This includes Northern State University Business School. Medical Staff privileges can be extended to qualified physicians based on receiving approval of their application and credentials by the Medical Staff and the Hospital governing body. The Hospital's governing body takes into account other factors related to overall community need and how a physician would impact the Hospital's overall ability to fulfill the mission. Avera St. Luke's mission and values ensure our focus is on the patient, family, employees, physician, those in need, visitors and our region as a whole. The value of Stewardship requires the organization to use all resources in a way that fulfills the mission and values. Each year, our operating and capital budgets are based on various assumptions that in the end provide the needed resources and take into account charity care, patient care, technology, education, community services, employee benefit and compensation plans and programs for meeting the region's needs. Allsurplus funds are used and maintained to provide for both current andfuture needs.Specific examples of how we further our exempt purpose include but are notlimited to the following:a. The only inpatient psychiatric unit within 200 milesb. Interventional Cardiology and Radiology services. These services allowus to meet patient needs when care is critical to their survival and mustbe delivered on a very timely basis.c. Air Ambulance to transport patients to our facility or 200 miles totertiary facilities.d. End Stage Renal Disease program which serves our broad region with thenext closest facility being 100 miles away. Additionally, we employ afull-time Nephrologist to care for the patients along with others whorequire intensive physician care.e. A 24 hour Emergency Room which treats all patients without regard tothe ability to pay. The ER is staffed by physicians 24 hours per day.f. Provision of a multitude of educational and training programs forhealthcare professionals and regional residents. The region was awardedan Area Health Education Center by the South Dakota School of Medicine andwill be located in Aberdeen. The award was based on applications andinterviews within the State and was a collaborative effort of manyhealthcare and non-healthcare organizations within the region with twobeing 100 miles from Aberdeen.g. Avera St. Luke's is currently a Rural Referral Center. The nearesthospitals are tertiary facilities 200 miles away by ground andapproximately 140 miles by air.h. Avera St. Luke's participates in many community organizations andefforts to better the region. Leadership of the organization is on boardsof many exempt organizations (Chamber of Commerce, United Way, AberdeenDevelopment Corporation, College/University Advisory Boards, Kiwanis ClubBoard, Lake Area Technical Institute Alumni Board).i. Provide assistance to small rural hospitals (Critical Access Hospitals)within the region through various programs, management agreements,computer systems, education and other services to assist in keeping theirarea's patients in the local community when possible.j. Recruitment of specialists in nephrology, neurosurgery, neurology,cardiology and psychiatry to meet the region's need in order to eliminatetravel of 200 miles to obtain these services.k. Development and subsidy of various rural clinics to meet needs in thosecommunities.l. Chemical Addiction services on an outpatient basis are provided to theregion and State. Our Worthmore program is well known and respectedwithin the region and state and is the closest program within 150-200miles. We contract with the State for patients who meet theirqualification guidelines and work with governmental agencies within theregion and State.m. Provide drug and alcohol prevention programs to the local schoolsthrough various contracts. Our involvement started when the previousprovider discontinued their contract. |
| 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Presentation College | |||||||
| 1500 N Main | Aberdeen | SD | 57401 | 522424588 | 501(c)(3) | $163,800 | Nursing Education Scholarship |
| Eureka Community Health Services | |||||||
| PO Box 517 | Eureka | SD | 57437 | 460246437 | 501(c)(3) | $10,000 | Capital Campaign |
| Lakes Area Tech Foundation | |||||||
| 1201 Arrow Avenue PO Box 730 | Watertown | SD | 57201 | 501(c)(3) | $5,500 | Stretch the Millions | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The organization provides grants/contributions to other organizations which are tax-exempt under IRC 501(c)(3) and governmental divisions that benefit the community and region through programs and activities. | ExplanationTxt |
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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lyle Biegler MD | ||||||||||||||
| Director/Family Medicine | $221,080 | $0 | $191,291 | $0 | $802 | $0 | $13,060 | $0 | $28,051 | $0 | $454,284 | $0 | $0 | $0 |
| Garret Wobst MDDirector | ||||||||||||||
| Hyperbaric Treatment, Surgery, & Pod | $418,644 | $0 | $43,825 | $0 | $1,327 | $0 | $13,750 | $0 | $25,547 | $0 | $503,093 | $0 | $0 | $0 |
| Adam LeFebvre MD | ||||||||||||||
| Director/Anesthesiology | $437,756 | $0 | $22,500 | $0 | $1,353 | $0 | $13,750 | $0 | $27,347 | $0 | $502,706 | $0 | $0 | $0 |
| Todd Forkel | ||||||||||||||
| President & CEO | $0 | $529,517 | $0 | $427 | $0 | $136,806 | $0 | $8,682 | $0 | $27,547 | $0 | $702,979 | $0 | $0 |
| Jim Breckenridge | ||||||||||||||
| CFO Avera Health; Sec/Treas | $0 | $693,359 | $0 | $1,720 | $0 | $223,780 | $0 | $13,750 | $0 | $20,836 | $0 | $953,445 | $0 | $0 |
| Tom Snyder | ||||||||||||||
| VP Long Term Care | $178,086 | $0 | $625 | $0 | $11,641 | $0 | $8,993 | $0 | $14,467 | $0 | $213,812 | $0 | $0 | $0 |
| Christopher Larson | ||||||||||||||
| General Surgeon | $1,175,097 | $0 | $41,500 | $0 | $56,370 | $0 | $13,750 | $0 | $31,607 | $0 | $1,318,324 | $0 | $0 | $0 |
| Sushell Gundewar | ||||||||||||||
| Cardiology | $1,027,139 | $0 | $222,871 | $0 | $1,968 | $0 | $13,750 | $0 | $26,547 | $0 | $1,292,275 | $0 | $0 | $0 |
| Brandon Fites | ||||||||||||||
| Orthopedic Surgeon | $1,016,888 | $0 | $364,467 | $0 | $45,251 | $0 | $13,750 | $0 | $26,810 | $0 | $1,467,166 | $0 | $0 | $0 |
| Roger Werth | ||||||||||||||
| General Surgeon | $1,104,556 | $0 | $50,400 | $0 | $65,442 | $0 | $13,750 | $0 | $27,456 | $0 | $1,261,604 | $0 | $0 | $0 |
| Richard Conklin | ||||||||||||||
| Oncologist | $1,288,092 | $0 | $0 | $0 | $11,202 | $0 | $13,750 | $0 | $32,607 | $0 | $1,345,651 | $0 | $0 | $0 |
| Will FlettFormer | ||||||||||||||
| Secretary/Treasurer | $0 | $187,966 | $0 | $3,000 | $0 | $372 | $0 | $9,606 | $0 | $28,531 | $0 | $229,475 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I Line 3: | FormAndLineReferenceDesc |
| Explanation | The President/CEO is compensated by Avera Health. Avera St. Luke's relied on the related organization for determining the compensation for the President/CEO using the methods described in Part I, Line 3. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Megan Biegler | |||
| Wife of board member Lyle Biegler | $16,044 | Compensation and benefits as an employee | 0 |
| Shelby Forkel | |||
| Daughter of Todd Forkel | $38,856 | Compensation and benefits as an employee | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Jim Breckenridge, Will Flett, Todd Forkel, Tom Snyder, and Sister Kathleen Ann Bierne 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 Member. 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 the authority to act on behalf of the governing body. |
| 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, 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 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 and key employees are compensated by Avera St. Luke's. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents and conflict of interest policy are not available to the general public. The organization's financial statements are attached to the Form 990 per IRS instructions and therefore are available to the general public. |
| Form 990, Part IX, line 11g | Repairs and maintenance: Program service expenses 3,034,937. Management and general expenses 69,011. Fundraising expenses 0. Total expenses 3,103,948. Other fees: Program service expenses 6,017,814. Management and general expenses 414,162. Fundraising expenses 300. Total expenses 6,432,276. ACS fees: Program service expenses 6,026,508. Management and general expenses 14,763,648. Fundraising expenses 0. Total expenses 20,790,156. |
| Form 990, Part XI, line 9: | Capital Transfer -1,762,526. Change in fair value of interest rate swap -272,555. Distribution to controlled entity -697,000. Other change in net assets held by Avera Health Foundation -461,144. Net assets of auxiliary/gift shop -15,723. Other changes in net assets 118,000. Transfers/Eliminations 813,009. |
| 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 St. Luke's. |
| Form 990, Part X, Line 20: | The issue price includes the filing organization's share of the entire bond issue, which was issued to Avera Health on behalf of the Avera Obligated Group. The Avera Obligated Group 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 Gettysburg and Avera at Home. In accordance with IRS instructions, information related to the tax exempt bond reporting is being reported on Avera Health's tax return (EIN 46-0422673). |
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 | Promotion of health | SD | 501(c)(3) | Line 10 | N/A | 0 | |
| Avera Gettysburg | |||||||||||
| 606 East Garfield | Gettysburg | SD | 57442 | 460234354 | Healthcare services | SD | 501(c)(3) | Line 3 | 0 | Avera St Mary's | |
| 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 Holy Family | |||||||||||
| 826 North 8th Street | Estherville | IA | 51334 | 420680370 | Healthcare services | IA | 501(c)(3) | Line 3 | 0 | Avera Health | |
| Avera Holy Family Foundation | |||||||||||
| 826 North 8th Street | Estherville | IA | 51334 | 421317452 | Support health related services | IA | 501(c)(3) | Line 10 | 0 | Avera Holy Family | |
| Avera Marshall | |||||||||||
| 300 S Bruce Street | Marshall | MN | 56258 | 410919153 | Healthcare services | MN | 501(c)(3) | Line 3 | 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 | |
| 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 | 0 | St Benedict Health Center | |
| 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 Queen of Peace Hospital | |||||||||||
| 525 North Foster | Mitchell | SD | 57301 | 460224604 | Healthcare services | SD | 501(c)(3) | Line 3 | 0 | Avera Health | |
| Sacred Heart Health Services | |||||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460225483 | 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 at Home | |||||||||||
| 5116 S Solberg Ave | Sioux Falls | SD | 57108 | 460399291 | Home services | SD | 501(c)(3) | Line 10 | 0 | Avera Health | |
| 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 | 0 | Sacred Heart Health Services | |
| Avera Tyler | |||||||||||
| 240 Willow Street | Tyler | MN | 56178 | 410853163 | Healthcare services | MN | 501(c)(3) | Line 3 | 0 | Avera Marshall | |
| 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 | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Surgical Associates Endoscopy Center LLC | ||||||||||||||
| 310 S Penn | Aberdeen | SD | 57401 | 460461429 | Surgical associates/Endoscopy services | SD | Avera St Luke's | Related | $841,836 | $237,193 | 0 | 0 | 0.51000 | |
| Avera Home Medical Equipment of Floyd Valley Hospital LLC | ||||||||||||||
| 714 Lincoln St NE | Lemars | IA | 51031 | 820582350 | Medical services - home medical equipment | SD | N/A | |||||||
| Avera Home Medical Equipment of Sioux Center LLC | ||||||||||||||
| 38 19th St Sw | Sioux Center | IA | 51250 | 753203100 | Medical services - home medical equipment | SD | N/A | |||||||
| Avera Home Medical Equipment of Spencer Hospital LLC | ||||||||||||||
| 2400 S Minnesota Ave | Sioux Falls | SD | 57117 | 800619999 | Medical services - home medical equipment | SD | N/A | |||||||
| Q&M Properties LLC | ||||||||||||||
| 525 North Foster | Mitchell | SD | 57301 | 731652049 | Medical clinic building | SD | N/A | |||||||
| Heart Hospital of South Dakota LLC | ||||||||||||||
| 4500 W 69th Street | Sioux Falls | SD | 57108 | 562143771 | Healthcare services | SD | N/A | |||||||
| Brookings Health System - Avera Home Medical Equipment LLC | ||||||||||||||
| 101 22nd Ave Suite 101 | Brookings | SD | 57006 | 453204123 | Medical services - home medical equipment | SD | N/A | |||||||
| 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 | |||||||
| 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 | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Accounts Management Inc | |||||||||
| 5132 S Cliff Ave Suite 101 | Sioux Falls | SD | 57108 | 460373021 | Collection agency | SD | N/A | C | 0 |
| Avera Property Insurance Inc | |||||||||
| 610 W 23rd St Ste 1 PO Box 38 | Yankton | SD | 57078 | 460463155 | Insurance | SD | N/A | C | 0 |
| Valley Health Services | |||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460357149 | Rental Real Estate | SD | N/A | C | 0 |
| Alucent Medical 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 | |||||||||
| 2600 W 49th Street | Sioux Falls | SD | 57105 | 460401087 | Insurance | SD | N/A | C | 0 |
| DakotaCare Administrative Services Inc | |||||||||
| 2600 W 49th Street | Sioux Falls | SD | 57105 | 460424322 | Insurance | SD | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | 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 | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Surgical Associates Endoscopy Clinic LLC | ||
| L | $497,938 | General Ledger |
| Surgical Associates Endoscopy Clinic LLC | ||
| S | $697,000 | K-1 distribution |
| Surgical Associates Endoscopy Clinic LLC | ||
| A | $84,861 | General Ledger |