FURP.ORG / PUBLIC DATA EXPLORER

SACRED HEART HEALTH SERVICES: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SACRED HEART HEALTH SERVICES (EIN 46-0225483)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-14
IRS object ID
201921349349308222
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-14T15:28:29-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Eide Bailly LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1800 Nicollet Mall Ste 1300AddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554027033ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460225483EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Sacred Heart Health ServicesBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSACRBusinessNameControlTxt
Phone6056688000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 Summit StreetAddressLine1Txt
CityYanktonCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57078ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJim BreckenridgePersonNm
Person TitleCFO Avera HealthPersonTitleTxt
Phone6056688000PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKim Hunwardsen CPAPreparerPersonNm
PTINP00484560PTIN
Phone6122536500PhoneNum
Preparation2019-05-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address8.39.233.107IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm16:34:19IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD8A1E5117AA53286D53F57459EBB2DE5C7CA50FCAtSubmissionCreationDeviceId
At Submission Filing Device IdEFC25E59FA7409AE560978A003AFB9E955B778C6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Avera Sacred Heart HospitalBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerDouglas R EkerenPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 Summit StreetAddressLine1Txt
CityYanktonCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57078ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$141,398,475GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption0928GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.averasacredheart.comWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1911FormationYr
Legal Domicile StateSDLegalDomicileStateCd
Activity Or MissionPromotion of HealthActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee1363TotalEmployeeCnt
Total Volunteers261TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$943,887PYContributionsGrantsAmt
CY Contributions Grants$966,366CYContributionsGrantsAmt
PY Program Service Revenue$125,620,739PYProgramServiceRevenueAmt
CY Program Service Revenue$129,437,883CYProgramServiceRevenueAmt
PY Investment Income$16,159,759PYInvestmentIncomeAmt
CY Investment Income$10,647,727CYInvestmentIncomeAmt
PY Other Revenue-$333,615PYOtherRevenueAmt
CY Other Revenue-$370,984CYOtherRevenueAmt
PY Total Revenue$142,390,770PYTotalRevenueAmt
CY Total Revenue$140,680,992CYTotalRevenueAmt
PY Grants And Similar Paid$261,829PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$60,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$60,973,246PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$62,159,460CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$293,157CYTotalFundraisingExpenseAmt
PY Other Expenses$61,285,915PYOtherExpensesAmt
CY Other Expenses$66,087,656CYOtherExpensesAmt
PY Total Expenses$122,520,990PYTotalExpensesAmt
CY Total Expenses$128,307,116CYTotalExpensesAmt
PY Revenues Less Expenses$19,869,780PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,373,876CYRevenuesLessExpensesAmt
Total Assets BOY$325,213,601TotalAssetsBOYAmt
Total Assets EOY$336,401,545TotalAssetsEOYAmt
Total Liabilities BOY$61,341,554TotalLiabilitiesBOYAmt
Total Liabilities EOY$57,651,198TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$263,872,047NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$278,750,347NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAvera 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$107,829,669ExpenseAmt
Grant$60,000GrantAmt
Revenue$129,441,714RevenueAmt
DescAvera Sacred Heart's mission is to provide healthcare services to Yankton, South Dakota residents and residents of the surrounding area. Avera Sacred Heart is a 501(c)(3) organization affiliated with Avera Health. Avera Sacred Heart consists of a 100-bed hospital and a 187-bed nursing home, congregate housing facility and a hospice house in Yankton, SD, a 23-bed critical access hospital and a 47-bed nursing home in Creighton, NE, and 15 physician clinics. The physician clinics include primary care, ob/gyn, pediatrics, orthopedics, general surgery, internal medicine, radiation, radiology, oncology, podiatry, therapy, dialysis, behavioral health, and palliative care. Avera Sacred Heart provides acute care and long-term healthcare services, of which there were 3,462 patient discharges, 91,169 outpatient visits, 1,477 swing-bed patient days, 1,693 nursery patient days, 82,535 nursing home resident days, and 44,516 clinic visits. Following is a breakdown of these statistics by facility:Avera Sacred Heart Hospital3,343 Acute patient discharges79,731 Outpatient visits732 Swing-bed patient days1,693 Newborn patient days24,453 Clinic visitsAvera Sacred Heart Majestic Bluffs66,824 Long-term care resident daysAvera Creighton Hospital (CAH)119 Acute patient discharges11,438 Outpatient visits745 Swing-bed patient days20,063 Clinic visitsAvera Creighton Care Centre15,711 Long-term care resident daysAvera Sacred Heart 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 $4,521,620.Avera Sacred Heart also provides community benefit health activities at less than or at no cost to support those in the area serviced, see Schedule H. As a member of the Avera Health Network, Avera Sacred Heart 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 Sacred Heart 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$107,829,669TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document146IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1363EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or Procedure0WrittenPolicyOrProcedureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jamie A SchaeferBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6053223992PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13900 W Avera Dr Ste 300AddressLine1Txt
CitySioux allsCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Wayne A Kindle
Chair2.000.00Yes (X)Yes (X)$0$0$0
Ryan Loecker
Vice Chair2.000.00Yes (X)Yes (X)$0$0$0
Sr Jeanne Annette Weber
Board Member2.000.00Yes (X)$0$0$0
Richard Strom MD
Board Member/Chief of Staff10.000.00Yes (X)$0$0$0
Carolyn Becker
Board Member2.000.00Yes (X)$0$0$0
Kathy Greeneway
Board Member2.000.00Yes (X)$0$0$0
Sr Patrick Leonard Murphy PBVM
Board Member2.000.00Yes (X)$0$0$0
Sr Lucille Welbig
Board Member2.002.00Yes (X)$0$0$0
Kevin Bray
Board Member2.000.00Yes (X)$0$0$0
Russ Deidrichsen
Board Member2.000.00Yes (X)$0$0$0
Tim Irwin
Board Member2.000.00Yes (X)$0$0$0
Sr Debra Kolecka OSB
Board Member2.005.00Yes (X)$0$0$0
Michael Peterson MD
Board Member & Physician40.000.00Yes (X)$597,054$0$39,647
Michael Pietila MD
Board Member & Physician2.000.00Yes (X)$0$0$0
Douglas Ekeren
President & CEO2.5040.00Yes (X)Yes (X)$0$502,279$38,156
Jim Breckenridge
CFO Avera Health0.1039.90Yes (X)$0$887,406$34,116
Anthony Erickson
Exec Director-Senior Services40.000.00$182,975$0$35,706Yes (X)
Gregory Taylor MD
Diagnostic Radiology40.000.00$666,978$0$43,109Yes (X)
Steve Gutnik MD FACP
Gastroenterology40.000.00$774,773$0$25,269Yes (X)
Matthew G Winkelbauer MD
Family Medicine/OB40.000.00$546,832$0$38,410Yes (X)
Naila Qazi
Physician40.000.00$614,713$0$41,971Yes (X)
Wayne Schneidermann MD
Orthopedic Surgeon40.000.00$576,269$0$24,713Yes (X)
Jamie SchaeferFormer
Sec/Treas & VP Finance0.0040.00$0$166,618$25,586Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,959,594TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,556,303TotReportableCompRltdOrgAmt
Total Other Compensation$346,683TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K69IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Avera Health
3900 W Avera DrSioux FallsSD57108Administrative Services$21,409,143
Avera McKennan
1325 S Cliff AveSioux FallsSD57105Physician Services$1,930,863
Yankton Anesthesiology PC
1000 W 4th St Suite 13YanktonSD57078Anesthesiologists$1,070,902
Yankton Medical Clinic PC
PO Box 706YanktonSD57078Physician Services$937,586
Jalal U Akbar
2405 Brisbane LnPlanoTX75075Physician Services$500,986
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K30CntrctRcvdGreaterThan100KCnt
Fundraising$50,718FundraisingAmt
Related Organizations$246,629RelatedOrganizationsAmt
Government Grants$244,547GovernmentGrantsAmt
All Other Contributions$424,472AllOtherContributionsAmt
Total Contributions$966,366TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Net patient service revenue622110$125,934,874$125,934,874
Pharmacy revenue900099$536,744$536,744

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,966,265TotalRevenueColumnAmt
Related Or Exempt Func Income$2,966,265RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$129,437,883TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$784,801TotalRevenueColumnAmt
Exclusion$784,801ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$284,519RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$696,848RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$412,329RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$412,329TotalRevenueColumnAmt
Exclusion-$412,329ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,862,926SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,862,926SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,862,926TotalRevenueColumnAmt
Exclusion$9,862,926ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$58,149FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$50,718ContriRptFundraisingEventAmt
Fundraising Direct Expenses$20,635FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,514TotalRevenueColumnAmt
Exclusion$37,514ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescA/R Interest IncomeDesc
Business900099BusinessCd
Total Revenue Column$3,831TotalRevenueColumnAmt
Related Or Exempt Func Income$3,831RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,831OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$140,680,992TotalRevenueColumnAmt
Related Or Exempt Func Income$129,441,714RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$10,272,912ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$40,000TotalAmt
Program Services$40,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Program Services$20,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$864,837TotalAmt
Program Services$642,495ProgramServicesAmt
Management And General$222,342ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$129,105TotalAmt
Program Services$129,105ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$47,769,800TotalAmt
Program Services$45,153,296ProgramServicesAmt
Management And General$2,505,107ManagementAndGeneralAmt
Fundraising$111,397FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,962,273TotalAmt
Program Services$1,818,284ProgramServicesAmt
Management And General$138,045ManagementAndGeneralAmt
Fundraising$5,944FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,020,543TotalAmt
Program Services$7,226,030ProgramServicesAmt
Management And General$775,367ManagementAndGeneralAmt
Fundraising$19,146FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,412,902TotalAmt
Program Services$3,184,957ProgramServicesAmt
Management And General$219,300ManagementAndGeneralAmt
Fundraising$8,645FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,739TotalAmt
Management And General$2,739ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,595TotalAmt
Management And General$25,595ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$15,968TotalAmt
Management And General$15,968ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$24,505,955TotalAmt
Program Services$10,212,750ProgramServicesAmt
Management And General$14,292,993ManagementAndGeneralAmt
Fundraising$212FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$55,816TotalAmt
Program Services$31,548ProgramServicesAmt
Management And General$6,389ManagementAndGeneralAmt
Fundraising$17,879FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,172,898TotalAmt
Program Services$1,558,657ProgramServicesAmt
Management And General$608,861ManagementAndGeneralAmt
Fundraising$5,380FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$991,292TotalAmt
Program Services$270,252ProgramServicesAmt
Management And General$721,040ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,357,806TotalAmt
Program Services$2,279,067ProgramServicesAmt
Management And General$78,739ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$357,589TotalAmt
Program Services$304,608ProgramServicesAmt
Management And General$51,748ManagementAndGeneralAmt
Fundraising$1,233FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$398,582TotalAmt
Program Services$276,283ProgramServicesAmt
Management And General$117,985ManagementAndGeneralAmt
Fundraising$4,314FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,857,646TotalAmt
Program Services$1,857,646ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,245,477TotalAmt
Program Services$8,245,477ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$362,358TotalAmt
Program Services$275,374ProgramServicesAmt
Management And General$86,984ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Medical Supplies$18,308,860$18,308,860
Bad Debt Expense$5,189,912$5,189,912
Equipment Lease and Ren$281,909$187,140$94,769
Licenses and Permits$48,777$23,827$24,950

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$908,477TotalAmt
Program Services$594,101ProgramServicesAmt
Management And General$195,369ManagementAndGeneralAmt
Fundraising$119,007FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$128,307,116TotalAmt
Program Services$107,829,669ProgramServicesAmt
Management And General$20,184,290ManagementAndGeneralAmt
Fundraising$293,157FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,847,797BOYAmt
EOY$3,023,627EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,434,942BOYAmt
EOY$25,169,274EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$845,245BOYAmt
EOY$1,168,280EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$2,642,560BOYAmt
EOY$2,483,341EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,840,916BOYAmt
EOY$1,319,871EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$191,517,564LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$111,889,852LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$85,601,148BOYAmt
EOY$79,627,712EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,239,447BOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$195,665,057BOYAmt
EOY$216,508,428EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$6,537,503BOYAmt
EOY$6,537,503EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$558,986BOYAmt
EOY$563,509EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$325,213,601BOYAmt
EOY$336,401,545EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,677,175BOYAmt
EOY$8,528,710EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$153,681BOYAmt
EOY$120,971EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$49,016,362BOYAmt
EOY$47,520,620EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$23,903BOYAmt
EOY$116,613EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,470,433BOYAmt
EOY$1,364,284EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$61,341,554BOYAmt
EOY$57,651,198EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$251,556,306BOYAmt
EOY$265,663,805EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,637,441BOYAmt
EOY$12,373,467EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$678,300BOYAmt
EOY$713,075EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$263,872,047BOYAmt
EOY$278,750,347EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$325,213,601BOYAmt
EOY$336,401,545EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$12,373,876ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,210,890NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$706,466OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$15,968OtherActivitiesAmt
Total Lobbying Expenditures$15,968TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationAvera Sacred Heart Hospital and Avera Creighton paid dues to organizations which have a portion of the dues attributed to lobbying activities.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,071,080BeginningYearBalanceAmt
Contributions$28,881ContributionsAmt
Investment Earnings Or Losses$188,014InvestmentEarningsOrLossesAmt
Other Expenditures$5,491OtherExpendituresAmt
End Year Balance$1,282,484EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,071,080BeginningYearBalanceAmt
Contributions$38,729ContributionsAmt
Investment Earnings Or Losses-$24,812InvestmentEarningsOrLossesAmt
Other Expenditures$13,917OtherExpendituresAmt
End Year Balance$1,071,080EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,045,751BeginningYearBalanceAmt
Contributions$77,699ContributionsAmt
Investment Earnings Or Losses-$35,356InvestmentEarningsOrLossesAmt
Other Expenditures$17,014OtherExpendituresAmt
End Year Balance$1,071,080EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,013,689BeginningYearBalanceAmt
Contributions$52,266ContributionsAmt
Investment Earnings Or Losses-$2,578InvestmentEarningsOrLossesAmt
Other Expenditures$17,626OtherExpendituresAmt
End Year Balance$1,045,751EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$839,365BeginningYearBalanceAmt
Contributions$51,690ContributionsAmt
Investment Earnings Or Losses$133,464InvestmentEarningsOrLossesAmt
Other Expenditures$10,830OtherExpendituresAmt
End Year Balance$1,013,689EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.44850PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.55150TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch R0RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,546,594OtherCostOrOtherBasisAmt
Book Value$4,546,594BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$130,129,502OtherCostOrOtherBasisAmt
Depreciation$73,027,463DepreciationAmt
Book Value$57,102,039BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$48,927,866OtherCostOrOtherBasisAmt
Depreciation$34,015,419DepreciationAmt
Book Value$14,912,447BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,913,602OtherCostOrOtherBasisAmt
Depreciation$4,846,970DepreciationAmt
Book Value$3,066,632BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$79,627,712TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescAssets limited to use - Avera Pooled InvestmentsDesc
Book Value$216,508,428BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$216,508,428TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Estimated third-party payor settlements$1,009,706
Derivative liability$354,578
FieldValueIRS element (for citing)
Total Liability$1,364,284TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Line 2b:Resident trust funds are held on behalf of the residents.
Part V, Line 4:The Organization's endowment consists of various individual funds established for a variety of purposes. Its endowment represents donor-restricted endowment funds. As required by generally accepted accounting principles, net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions.
Part X, Line 2:Avera Health and most of its sponsored organizations are considered nonprofit corporations as described in Section 501(c)(3) of the Internal Revenue Code and are exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. These organizations are required to file a Return of Organization Exempt from Income Tax (Form 990) with the Internal Revenue Service (IRS). Avera Health and certain sponsored organizations also file an Exempt Organization Business Income Tax Return (Form 990T) with the IRS to report their unrelated business taxable income. 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. The federal Form 990T filings and taxable subisidiary returns for consolidated subsidiaries are no longer subject to federal tax examinations by tax authorities for years before 2015.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Simply d'VineEvent1Nm
Gross Receipts Event1$95,992GrossReceiptsEvent1Amt
Charitable Contri Event1$50,718CharitableContriEvent1Amt
Gross Revenue Event1$45,274GrossRevenueEvent1Amt
Non Cash Prizes Event1$3,150NonCashPrizesEvent1Amt
Rent Facility Costs Event1$4,572RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,051FoodAndBeverageEvent1Amt
Entertainment Event1$5,040EntertainmentEvent1Amt
Other Direct Expenses Event1$2,000OtherDirectExpensesEvent1Amt
Event2Roses Just BecauseEvent2Nm
Gross Receipts Event2$12,875GrossReceiptsEvent2Amt
Gross Revenue Event2$12,875GrossRevenueEvent2Amt
Other Direct Expenses Event2$3,822OtherDirectExpensesEvent2Amt
Gross Receipts Total$108,867GrossReceiptsTotalAmt
Charitable Contributions Tot$50,718CharitableContributionsTotAmt
Gross Revenue Total Events$58,149GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$3,150NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$4,572RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$2,051FoodAndBeverageTotalEventsAmt
Entertainment Total Events$5,040EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$5,822OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$20,635DirectExpenseSummaryEventsAmt
Net Income Summary$37,514NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent150Yes (X)Percent150Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (1)ExpensesExceedBudgetInd
Unable To Provide Care0UnableToProvideCareInd
Annual Community Bnft Report0AnnualCommunityBnftReportInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Persons Served2500PersonsServedCnt
Total Community Benefit Expns$2,629,719TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$107,639DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,522,080NetCommunityBenefitExpnsAmt
Total Expense0.02050TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$15,365,692TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$9,725,900DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,639,792NetCommunityBenefitExpnsAmt
Total Expense0.04580TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Persons Served2500PersonsServedCnt
Total Community Benefit Expns$17,995,411TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$9,833,539DirectOffsettingRevenueAmt
Net Community Benefit Expns$8,161,872NetCommunityBenefitExpnsAmt
Total Expense0.06630TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs16ActivitiesOrProgramsCnt
Persons Served424PersonsServedCnt
Total Community Benefit Expns$10,020,190TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$7,420,746DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,599,444NetCommunityBenefitExpnsAmt
Total Expense0.02110TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Total Community Benefit Expns$76,124TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$19,560DirectOffsettingRevenueAmt
Net Community Benefit Expns$56,564NetCommunityBenefitExpnsAmt
Total Expense0.00050TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs6ActivitiesOrProgramsCnt
Total Community Benefit Expns$13,384,800TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$11,778,756DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,606,044NetCommunityBenefitExpnsAmt
Total Expense0.01300TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Total Community Benefit Expns$118,774TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$118,774NetCommunityBenefitExpnsAmt
Total Expense0.00100TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs28ActivitiesOrProgramsCnt
Persons Served424PersonsServedCnt
Total Community Benefit Expns$23,599,888TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$19,219,062DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,380,826NetCommunityBenefitExpnsAmt
Total Expense0.03560TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs28ActivitiesOrProgramsCnt
Persons Served2924PersonsServedCnt
Total Community Benefit Expns$41,595,299TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$29,052,601DirectOffsettingRevenueAmt
Net Community Benefit Expns$12,542,698NetCommunityBenefitExpnsAmt
Total Expense0.10190TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$1,320TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,320NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$1,320TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,320NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$5,189,912BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$29,993,169ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$30,184,878CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$191,709MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities2HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (2 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndEmergency Room24 HrsEmergencyRoom24HrsIndOtherOtherDescCritical Access HospitalCriticalAccessHospitalInd
Avera Sacred Heart Hospital
1501 Summit StreetYanktonSD57078www.avera.org/sacred-heart/10576Yes (X)Yes (X)Yes (X)7 provider based clinics
Avera Creighton Hospital
21503 Main StreetCreightonNE68729www.avera.org/creighton/490001Yes (X)Yes (X)Yes (X)1 provider based clinic and 6 RHC'sYes (X)

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)

FacilityFacilityNumFirst Licensed CY Or PYFirstLicensedCYOrPYIndTax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYIndCHNA ConductedCHNAConductedIndCommunity DefinitionCommunityDefinitionIndCommunity DemographicsCommunityDemographicsIndExisting ResourcesExistingResourcesIndHow Data ObtainedHowDataObtainedIndCommunity Health NeedsCommunityHealthNeedsIndOther Health IssuesOtherHealthIssuesIndCommunity Hlth Needs Id ProcessCommunityHlthNeedsIdProcessIndConsulting ProcessConsultingProcessIndPrior CHNA ImpactPriorCHNAImpactIndCHNA ConductedCHNAConductedYrTake Into Account Others InputTakeIntoAccountOthersInputIndCHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsIndCHNA Conducted With Non FcltsCHNAConductedWithNonFcltsIndCHNA Report Widely AvailableCHNAReportWidelyAvailableIndRpt Available On Own WebsiteRptAvailableOnOwnWebsiteIndOwn Website URLOwnWebsiteURLTxtOther WebsiteOtherWebsiteIndOther Website URLOtherWebsiteURLTxtPaper Copy Public InspectionPaperCopyPublicInspectionIndImplementation Strategy AdoptImplementationStrategyAdoptIndImplementation Strategy AdptImplementationStrategyAdptYrStrategy Posted WebsiteStrategyPostedWebsiteIndStrategy Website URLStrategyWebsiteURLTxtOrganization Incur Excise TaxOrganizationIncurExciseTaxIndElig Criteria ExplainedEligCriteriaExplainedIndFPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntIndFPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePctFPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePctAsset Level CriteriaAssetLevelCriteriaIndMedical Indigency CriteriaMedicalIndigencyCriteriaIndInsurance Status CriteriaInsuranceStatusCriteriaIndOther CriteriaOtherCriteriaIndExplained BasisExplainedBasisIndApp Financial Asst ExplnAppFinancialAsstExplnIndDescribed InfoDescribedInfoIndDescribed Suprt DocDescribedSuprtDocIndProvided Hospital ContactProvidedHospitalContactIndIncludes Publicity MeasuresIncludesPublicityMeasuresIndFAP Available On WebsiteFAPAvailableOnWebsiteIndFAP Available On Website URLFAPAvailableOnWebsiteURLTxtFAP App Available On WebsiteFAPAppAvailableOnWebsiteIndFAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxtFAP Summary On WebsiteFAPSummaryOnWebsiteIndFAP Summary On Website URLFAPSummaryOnWebsiteURLTxtFAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeIndFAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgIndFAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgIndNotified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayIndCommuntity Notified FAPCommuntityNotifiedFAPIndFAP TranslatedFAPTranslatedIndOther PublicityOtherPublicityIndFAP Actions On NonpaymentFAPActionsOnNonpaymentIndPermit No ActionsPermitNoActionsIndCollection ActivitiesCollectionActivitiesIndProvided Written NoticeProvidedWrittenNoticeIndMade Effort Orally NotifyMadeEffortOrallyNotifyIndProcessed FAP ApplicationProcessedFAPApplicationIndMade Presumptive Elig DetermMadePresumptiveEligDetermIndOther Actions TakenOtherActionsTakenIndNondis Emergency Care PolicyNondisEmergencyCarePolicyIndLook Back Medicare PrivateLookBackMedicarePrivateIndAmounts Generally BilledAmountsGenerallyBilledIndGross ChargesGrossChargesInd
Avera Sacred Heart Hospital
100Yes (1)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)15Yes (1)00Yes (1)Yes (X)See part V Section CYes (X)See Part V Section CYes (X)Yes (1)15Yes (1)See Part V Section C0Yes (1)Yes (X)150.000000000000400.000000000000Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (1)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)See Section CYes (X)See Section CYes (X)See Section CYes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)0Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)00
Avera Creighton Hospital
200Yes (1)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)15Yes (1)Yes (1)0Yes (1)Yes (X)See Part V Section CYes (X)See Part V Section CYes (X)Yes (1)15Yes (1)See Part V Section C0Yes (1)Yes (X)150.000000000000400.000000000000Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (1)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)See Section CYes (X)See Section CYes (X)See Section CYes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)0Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)00

Supplemental Information SupplementalInformationGrp (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Avera Sacred Heart HospitalPart V, Section B, Line 5: Avera Sacred Heart Hospital worked closely with the SD Department of Health and also utilized Maximizing Excellence LLC to conduct focus groups. Careful consideration was taken to be sure that representatives from the community at large, the medically underserved, low-income and minority populations were included.
Avera Creighton HospitalPart V, Section B, Line 5: Avera Creighton Hospital in conjunction with the North Central District Health Department used community stakeholder meetings, county focus groups and surveys targeted to specific population groups to determine potential areas to focus health improvement efforts on. Dr. Joseph Nitzke, a partner in Ionia Research, was contracted for data collection, compilation, analysis and presentation for the project.
Avera Creighton HospitalPart V, Section B, Line 6a: Avera Creighton Hospital partnered with nine other hospitals in the North Central District Health Department including: Antelope Memorial Hospital, Avera St. Anthony's Hospital, Brown County Hospital, Cherry County Hospital, CHI Plainview, Niobrara Valley Hospital, Osmond General Hospital, Rock County Hospital and West Holt Memorial Hospital.
Avera Sacred Heart HospitalPart V, Section B, Line 11: The 2015 Implementation Plan has addressed nutrition education, healthy choices, and awareness in the community and to continues to increase care coordination between the hospital and clinical providers in service of our mutual patients and colleagues.Nutrition:The first need identified is to increase nutrition education, healthy choices and community awareness of the issue. Avera Sacred Heart Hospital will implement quarterly nutrition education opportunities at various community events. Avera Sacred Heart Hospital will also provide nutrition tips such as portion control, healthy recipes and basic cooking tips quarterly on their Facebook page. Avera Sacred Heart Hospital will introduce and encourage updated vending options and snack bars to reflect the Good & Healthy SD vending criteria.Avera Sacred Heart Hospital was instrumental in establishing the Yankton Food Council which provides monthly education and recipes. The Yankton Food Council hosted a Conversation on Hunger at Avera Sacred Heart Hospital Pavilion in July 2017. Twenty-seven individuals representing twenty-three different agencies, non-profits,South Dakota Social Services, health care, and local business leaders gathered to discuss food insecurities specifically in Yankton and in the surrounding communities as well. Much of the discussion focused on lack of access to health food choices.Avera Sacred Heart Hospital continues its commitment to provide quality nutrition education in its service area.Increase Care Coordination:Avera Sacred Heart has established a Chief Medical Officer position that has the primary responsibility of developing and strengthening physician and clinic relationships.In April 2017, Avera Sacred Heart Hospital purchased the 10-bed Lewis and Clark Specialty Hospital and Medical Office Building in Yankton, South Dakota. Avera Sacred Heart Hospital now has a primary care clinic in Yankton staffed by one physician and two advanced care providers.Avera Sacred Heart Hospital requested from and granted access to electronic medical records within the hospital and various local clinics to facilitate a better flow of information for patient care where applicable and when appropriate.
Avera Creighton HospitalPart V, Section B, Line 11: The most significant need identified was weight management, including increased nutrition education, healthy choices and awareness in the community and increased physical activity in the community. Creighton has continued to offer a community Wellness Center that is the only one in our service area. We also offer reduced rates for Senior Citizens, employees and subscribers paying an annual fee. Avera offers through our marketing an education departments news and educational articles on healthy eating and wellness choices. We also offer the "Know Your Numbers" every weekday. Our vending and dietary services offer healthy meals and meal choices. We have also redone our vending machines to make snack choices "healthier" offerings. Aging Population and Related illnesses - We continue to operate our 47-bed nursing home/skilled nursing facility, the Avera Creighton Care Centre. There we offer Adult Day Care, respite care and other services as appropriate.Housing/Environmental - The Creighton Chamber and Knox County Economic Development are groups we consider partners. We involve ourselves with those groups for economic development, recruitment, retention, and housing efforts. We also continue to lead or participate in emergency preparadeness including common farm accidents and weather events. Mental Health and substance abuse continue to be a challenge and we continue to offer on-site and telemedicine services. We also participate in Avera wide opioid and mental health initiates.
Avera Sacred Heart HospitalPart 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 Creighton HospitalPart 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 Sacred Heart HospitalPart 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 included on the billing statement. In addition, the financial assistance policy is discussed with the patient upon admission to the facility.
Avera Creighton HospitalPart 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 included on the billing statement. In addition, the financial assistance policy is discussed with the patient upon admission to the facility.
Avera Sacred Heart HospitalPart 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 Creighton HospitalPart 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 Sacred Heart HospitalPart 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.
Avera Creighton HospitalPart 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, Line 7a, 7b, 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/
FieldValueIRS element (for citing)
Facility6FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - Avera Sister James Care Center
2111 W 11th StreetYanktonSD57078Skilled nursing facility
2 - Avera Sacred Heart Majestic Bluffs
2111 W 11th StreetYanktonSD57078Assisted living
3 - Avera Sacred Heart Hospital-Swing Bed
501 Summit StreetYanktonSD57078Swing Bed
4 - Avera Creighton Care Centre
1603 Main StreetCreightonNE687292999Long Term Care
5 - Avera Sacred Heart Hospital-Dialysis
501 Summit StreetYanktonSD57078Dialysis Unit
6 - AMG Gastroenterology
1104 West 8th StreetYanktonSD57078Gastroenterology clinic

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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:Charity care was converted to cost using the cost-to-charge ratio based on the Medicare Cost Report from the prior year. The amounts on lines 7e-i represent expenses reported in the general ledger and compiled using CBISA software.
Part I, Ln 7 Col(f):Bad debt expense of $5,189,912 is included on Form 990, Part IX, line 25, column (A) but excluded for purposes of calculating this percentage.
Part II, Community Building Activities:Sacred Heart Health Services provided a public school athletic trainer. This helps with the prevention of injuries, recognition of an injury requiring additonal medical attention, post-injury rehabilitation and education.
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:Avera Sacred Heart has several procedures in place to determine which patients would qualify for financial assistance, therefore the hospital feels confident that no amount of bad debt expense is attributable to patients eligible under the Organization's financial assistance policy.
Part III, Line 4:The footnote to the Organization's financial statements that describes bad debt expenses can be found on page 10 of the attached financial statements.
Part III, Line 8:Part III, Lines 5, 6, and 7: The Medicare revenues received (line 5), allowable costs (line 6), and the resulting shortfall (line 7) does not include a significant portion of the organization's expenses. These lines require use of the Medicare Cost Report as prepared by the required guidelines which disallows numerous costs of hospitals, particularly if they are part of an integrated system such as Sacred Heart Health Services. In these cases the entity must file a home office cost report which "steps down" overhead to non-cost report entities disproportionately to actual allowable share and essentially removing the costs from the hospital's cost report entirely. Examples of non-cost report entities operated by Sacred Heart Health Services include clinics, long-term care facilities, and other health care related businesses. There are also costs completely disallowed by cost report rules such as bad debt expense, marketing, CRNA's, and interest expense. In addition to these disallowed costs within the Hospital, Sacred Heart Health Services operates clinics, long-term care facilities, and other health care related businesses which do not file a cost report.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. Sacred Heart Health Services follows the CHA guidelines in reporting community benefits and therefore any Medicare shortfall is excluded from our community benefit report. 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:Avera Sacred Heart Hospital includes community members on committees, boards and advisory groups to allow community reaction and input in the actions we take. We also review all data provided by the health departments regarding disease rates, mortality, morbidity, population changes, etc. The hospital also conducts focus groups, consumer perception studies, and patient satisfaction surveys to identify primary needs of the community and responds with preventative/educational information or activities for the community.
Part VI, Line 3:The brochure "Understanding Your Health Care Bill" is provided in visible locations experiencing high volumes of inpatient or outpatient registrations such as the admitting office, the billing/business office, and emergency department as well as the organization website. Patients are also made aware of possible eligibility when given the "Patient Rights and Responsibilities" brochure upon admission. The Patient Advocate works with uninsured/underinsured patients to enroll them in applicable social service programs and/or identify charity, county or risk pool eligibility.
Part VI, Line 4:Avera Sacred Heart Hospital primarily serves the city and county of Yankton, SD and the surrounding South Dakota counties of Bon Homme, Charles Mix, Clay and Hutchinson, and Cedar County and Knox in Nebraska. U.S Census statistics indicate that 17.4% of the City of Yankton's individual residents fall below the federal poverty guidelines. For fiscal year 2017, 46.1% of our revenue came from Medicare and Medicare Advantage plans, and 11.5% came from Medicaid and Medicaid Replacement plans.
Part VI, Line 5:The Hospital board is comprised of individuals who represent the interests of the community served by the organization. The Hospital offers staff privileges to all qualified physicians in the community. Selected services such as Radiation Oncology and Swingbed Services would not be available in our service area unless provided by the organization. The Hospital serves all individuals regardless of their ability to pay, providing 24 hour a day emergency services. The facility participates in the education of medical students from The University of South Dakota through their Yankton location. The Hospital also offers a 2-year Radiology Technologist program that graduates approximately 6 students per year. Sacred Heart Hospital also provides clinical education for Mount Marty College students. The Hospital is also proud of the fact that 261 individuals chose to volunteer at the facility during fiscal year 2018.
Part VI, Line 6:Avera is a sponsored ministry of the Benedictine and Presentation Sisters. The communities in which Avera Health operates all have unique health and community benefits needs. In keeping with Catholic Health 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Mount Marty CollegeBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11105 W 8th StreetAddressLine1Txt
CityYanktonCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57078ZIPCd
FieldValueIRS element (for citing)
Recipient EIN460283336RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$40,000CashGrantAmt
Purpose Of GrantHealthcare educationPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEducational scholarshipsGrantTypeTxt
Recipient4RecipientCnt
Cash Grant$20,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe Organization only makes grants to other organizations which are also tax-exempt. Individual scholarship recipients are selected by the University School of Medicine according to its criteria. In fiscal year 2018, 4 medical school students were chosen for $5,000 scholarships.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Michael Peterson MD
Board Member & Physician$541,430$0$50,201$0$5,423$0$13,500$0$26,147$0$636,701$0$0$0
Douglas Ekeren
President & CEO$0$376,003$0$1,500$0$124,776$0$13,500$0$24,656$0$540,435$0$0
Jim Breckenridge
CFO Avera Health$0$815,781$0$0$0$71,625$0$13,500$0$20,616$0$921,522$0$0
Anthony Erickson
Exec Director-Senior Services$171,954$0$0$0$11,021$0$9,301$0$26,405$0$218,681$0$0$0
Gregory Taylor MD
Diagnostic Radiology$506,171$0$153,061$0$7,746$0$13,500$0$29,609$0$710,087$0$0$0
Steve Gutnik MD FACP
Gastroenterology$659,834$0$96,007$0$18,932$0$13,500$0$11,769$0$800,042$0$0$0
Matthew G Winkelbauer MD
Family Medicine/OB$530,086$0$15,000$0$1,746$0$13,500$0$24,910$0$585,242$0$0$0
Naila Qazi
Physician$386,435$0$226,803$0$1,475$0$13,500$0$28,471$0$656,684$0$0$0
Wayne Schneidermann MD
Orthopedic Surgeon$516,461$0$18,600$0$41,208$0$13,500$0$11,213$0$600,982$0$0$0
Jamie SchaeferFormer
Sec/Treas & VP Finance$0$151,372$0$0$0$15,246$0$8,088$0$17,498$0$192,204$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I Line 3:FormAndLineReferenceDesc
ExplanationThe President/CEO and CFO-Avera Health are compensated by Avera Health. Avera Sacred Heart relied on the related organization for determining the compensation for the President/CEO and CFO-Avera Health using the methods described in Part I, Line 3.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Allison Diedrichsen
Spouse of board member$30,806Employee compensation0
Mary Loecker
Parent of board member$10,291Employee compensation0
Laura Alexander
Child of officer$38,163Employee compensation0
Katherine Schild
Child of officer$49,845Employee compensation0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Sr. Lucille Welbig, Jim Breckenridge, and Douglas Ekeren have a business relationship.
Form 990, Part VI, Section A, line 6The 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 7aAvera 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 7bAvera 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 B, line 11bThe 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 12cThe 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 board members. The information is maintained in a database and a report is provided to the Board.
Form 990, Part VI, Section B, line 15bThe CEO was compensated by Avera Health System. 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 individuals's role with the organization, some officers and key employees are compensated by Avera Sacred Heart.
Form 990, Part VI, Section C, line 19The organization's governing documents and conflict of interest policy are not made available to the general public. The Organization's financial statements are attached to the Form 990 per IRS instructions and therefore available to the general public.
Form 990, Part IX, line 11gRepairs and Maintenance: Program service expenses 2,617,116. Management and general expenses 32,512. Fundraising expenses 0. Total expenses 2,649,628. Consulting: Program service expenses 616,029. Management and general expenses 7,700. Fundraising expenses 0. Total expenses 623,729. ACS Fees: Program service expenses 0. Management and general expenses 10,089,073. Fundraising expenses 0. Total expenses 10,089,073. Other Fees: Program service expenses 6,979,605. Management and general expenses 4,163,708. Fundraising expenses 212. Total expenses 11,143,525.
Form 990, Part XI, line 9:Capital transfers, net -859,809. Change in fair value of interest rate swap 96,882. Net assets released from donor restrictions -172,417. Other change in net assets held by Avera Health Foundation 228,878.
Form 990, Part XII, Line 2c:The Audit Committee of Avera Health, parent organization, selects the auditor and reviews the audited financial statements for Avera Health, which includes Sacred Heart Health Services.
Form 990, Part VI, Line 16:There is no written policy or procedure. In the event of any such proposed transaction, the board or a committee with delegated authority reviews all materials, valuations and operational aspects for any proposed transaction. Such transaction would be evaluated in accordance with the exempt status of the organization and its applicable purposes. Any transaction also would be approved by the board and the member.
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 Marshall, Avera St. Mary's, Avera St. Anthony's, Avera St. Benedict, Avera Holy Family, Avera Tyler, Avera Gettysburg, Avera at Home,and Sacred Heart Health Services. 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Avera Health
3900 West Avera Drive Suite 300Sioux FallsSD57108460422673Healthcare servicesSD501(c)(3)Line 10N/A0
Avera at Home
5116 S Solberg AveSioux FallsSD57108460399291Home ServicesSD501(c)(3)Line 100Avera Health
Lewis and Clark Health Education and Service Agency
1000 W 4th Street Suite 9YanktonSD57078460337013Healthcare educationSD501(c)(3)Line 10Yes (1)Sacred Heart Health Services
Avera St Anthony's Hospital
300 N 2nd StreetONeillNE68763470463911Healthcare servicesNE501(c)(3)Line 30Avera Health
Avera Holy Family
826 North 8th StreetEsthervilleIA51334420680370Healthcare servicesIA501(c)(3)Line 30Avera Health
Avera Holy Family Foundation
826 North 8th StreetEsthervilleIA51334421317452Support health related servicesIA501(c)(3)Line 100Avera Holy Family
Avera Marshall
300 S Bruce StMarshallMN56258410919153Healthcare servicesMN501(c)(3)Line 30Avera Health
St Benedict Health Center
401 West Glynn DriveParkstonSD57366460226738Healthcare servicesSD501(c)(3)Line 30Avera Health
St Benedict Health Center Foundation
West Glynn Drive PO Box BParkstonSD57366460458725Support health related servicesSD501(c)(3)Line 12a, I0St Benedict Health Center
Avera McKennan
1325 S Cliff Ave PO Box 5045Sioux FallsSD57117460224743Healthcare servicesSD501(c)(3)Line 30Avera Health
Avera Queen of Peace Hospital
525 N Foster StreetMitchellSD57301460224604Healthcare servicesSD501(c)(3)Line 30Avera Health
Avera St Luke's
305 South State StreetAberdeenSD57401460224598Healthcare servicesSD501(c)(3)Line 30Avera Health
Avera Gettysburg
606 East GarfieldGettysburgSD57442460234354Healthcare servicesSD501(c)(3)Line 30Avera St Mary's
Avera St Mary's
801 East Sioux AvenuePierreSD57501460230199Healthcare servicesSD501(c)(3)Line 30Avera Health
Avera Tyler
240 Willow StreetTylerMN56178410853163Healthcare servicesMN501(c)(3)Line 30Avera Marshall
Avera Health Plans Inc
3900 West Avera Drive Suite 101Sioux FallsSD57108460451539Health financing and health plans adminSD501(c)(4)0Avera Health

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACd
Surgical Associates Endoscopy Clinic LLC
310 S Pennsylvania StAberdeenSD57401460461429Surgical associatesSDN/A
Avera Home Medical Equipment of Floyd Valley Hospital LLC
714 Lincoln St NELemarsIA51031820582350Medical services - home medical equipmentSDN/A
Avera Home Medical Equipment of Sioux Center LLC
38 19th ST SWSioux CenterIA51250753203100Medical services - home medical equipmentSDN/A
Avera Home Medical Equipment of Spencer Hospital LLC
2400 S MN Ave 102Sioux FallsSD57117800619999Medical services - home medical equipmentSDN/A
Q&M Properties
525 North FosterMitchellSD57301731652049Medical clinic buildingSDN/A
Heart Hospital of South Dakota LLC
4500 W 69th StreetSioux FallsSD57108562143771Healthcare servicesSDN/A
Brookings Health System - Avera HME LLC
101 22nd Ave Suite 101BrookingsSD57006453204123Medical Services - Home Medical EquipmentSDN/A
National Rural ACO 4 LLC dba Prairie Hills Care Organization
7509 NW Tiffany Springs ParkwayKansas CityMO64153371780735Accountable care organizationKSN/A
National Rural ACO 5 LLC dba Great Plains Care Organization
7509 NW Tiffany Springs ParkwayKansas CityMO64153383958290Accountable care organizationKSN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
Valley Health Services Inc
501 Summit StreetYanktonSD57078460357149Rental real estateSDN/AC0
Accounts Management Inc
5132 S Cliff Ave Suite 101Sioux FallsSD57108460373021Collection agencySDN/AC0
Avera Property Insurance Inc
610 W 23rd St Ste 1 PO Box 38YanktonSD57078460463155InsuranceSDN/AC0
Alucent Medical Inc
1325 S Cliff Avenue PO Box 5045Sioux FallsSD571175045471818349Biotech ResearchSDN/AC0
South Dakota State Medical Holding Company Inc
2600 W 49th StreetSioux FallsSD57105460401087InsuranceSDN/AC0
DakotaCare Administrative Services Inc
2600 W 49th StreetSioux FallsSD57105460424322InsuranceSDN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Lewis and Clark Health Education and Service Agency
L$98,874Recorded in General Ledger
Lewis and Clark Health Education and Service Agency
M$219,074Recorded in General Ledger