AVERA ST LUKES: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AVERA ST LUKES (EIN 46-0224598)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201611349349300901
- Schema version
- 2014v6.0
- 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 | 2016-05-13T07:06:59-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | Geoff Durst | PersonNm |
| Person Title | Sec/Treas & VP of Finance | PersonTitleTxt |
| Phone | 6056225127 | PhoneNum |
| Signature | 2016-05-12 | 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 | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | 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 | $178,661,183 | 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 | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 1645 | TotalEmployeeCnt |
| Total Volunteers | 186 | TotalVolunteersCnt |
| Total Gross UBI | $485,712 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$188,729 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $281,232 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,620,304 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $161,836,612 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $173,912,031 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,557,954 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,080,669 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,565,872 | PYOtherRevenueAmt |
| CY Other Revenue | -$569,733 | CYOtherRevenueAmt |
| PY Total Revenue | $163,109,926 | PYTotalRevenueAmt |
| CY Total Revenue | $177,043,271 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $461,361 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $472,158 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $97,621,169 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $107,375,006 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $265,774 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $76,314,136 | PYOtherExpensesAmt |
| CY Other Expenses | $73,471,173 | CYOtherExpensesAmt |
| PY Total Expenses | $174,396,666 | PYTotalExpensesAmt |
| CY Total Expenses | $181,318,337 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$11,286,740 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,275,066 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $183,011,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $202,990,393 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $65,534,031 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $94,997,573 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $117,477,738 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,992,820 | 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 | $156,977,976 | ExpenseAmt |
| Grant | $472,158 | GrantAmt |
| Revenue | $172,937,327 | RevenueAmt |
| Desc | Avera St. Luke's mission is to provide acute care and long-term healthcare services including skilled nursing, congregate living and assisted living (Medicaid certified), of which there were 15,073 acute patient days, 964 nursery patient days, 46,999 nursing home resident days, 188,456 clinic visits and 130,484 outpatient visits. Avera St. Luke's provides health care services to patients who meet certain criteria under its Charity Care Policy without charge or at amounts less than established rates. Since the Organization does not pursue collection of these amounts, they are not reported as patient service revenue. The amount of charges foregone for services provided under the Organization's charity care policy was approximately $6,967,750 for the year ended June 30, 2015. The estimated cost of providing these services was $2,509,176 for the year ended June 30, 2015, calculated by multiplying the ratio of cost to gross charges for the Organization by the gross uncompensated charges associated with providing charity care to its patients.Avera St. Luke's also provides community benefit health activities at less than or at no cost to support those in the area served. These activities include: donations/grants/educational scholarships, community education programs; special programs for the elderly, handicapped, and medically underserved; support for rural clinics; nursing staff for health centers serving minority populations; and a variety of broad community support activities. During the year ended June 30, 2015, specific activities included meals delivered to residential homes; senior resource programs for billing assistance; meeting facilities and programs for patients and families; assistance to health educators; emergency healthcare providers; wellness programs; and housing families of hospitalized patients.As a member of the Avera Health System, Avera St. Luke's upholds the vision of the Presentation and Benedictine Sisters to work through collaboration to provide a quality, effective health ministry and to improve the health care of individuals and our communities through a regionally integrated network of persons and institutions. Avera St. Luke's engages in activities (including a Community Health Needs Assessment) 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 | $156,977,976 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 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 | Yes (1) | 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 | 171 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1645 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Geoff Durst | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Bob Olson | |||||||||
| Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Josh Kraft | |||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sr Mary Kay Panowicz | |||||||||
| Director | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| Jean Gerber MD | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lyle Biegler MD | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $382,712 | $0 | $46,728 | |||
| Thomas Luzier MD | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Evans | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Tage Born MD | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $799,223 | $0 | $43,128 | |||
| Carmen Meyer | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Fouberg | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Judith Bledsoe | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sr Denette Leifeld OSB | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Peters MD | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $472,818 | $0 | $47,021 | |||
| Sr Mary Thomas | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sr Pam Donelan | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Larry Sidaway | |||||||||
| Physician/Chief of Staff | 1.00 | 0.00 | Yes (X) | $484,973 | $0 | $39,448 | |||
| Todd Forkel | |||||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $0 | $493,403 | $29,779 | ||
| Geoffrey Durst | |||||||||
| Sec/Treas & SrVP Finance | 40.00 | 0.00 | Yes (X) | $216,907 | $0 | $35,076 | |||
| Shahid Chaudhary | |||||||||
| CMO | 40.00 | 0.00 | $1,214,179 | $0 | $46,128 | Yes (X) | |||
| Christine Stehly MD | |||||||||
| Obstetrics/gynecology | 40.00 | 0.00 | $745,483 | $0 | $43,728 | Yes (X) | |||
| James Macdougall | |||||||||
| Orthopedic | 40.00 | 0.00 | $741,427 | $0 | $30,340 | Yes (X) | |||
| Patrick Miller | |||||||||
| Orthopedic | 40.00 | 0.00 | $752,097 | $0 | $41,936 | Yes (X) | |||
| Leslie Lenter MD | |||||||||
| Radiologist | 40.00 | 0.00 | $787,364 | $0 | $41,128 | Yes (X) | |||
| Richard Conklin | |||||||||
| Oncologist | 40.00 | 0.00 | $1,327,153 | $0 | $43,628 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,924,336 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $493,403 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $488,068 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 125 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Avera Health | |||||
| 3900 W Avera Dr Ste 301 | Sioux Falls | SD | 571085721 | Shared services | $15,896,242 |
| JDH Construction Inc | |||||
| 507 N Hyman Dr | Aberdeen | SD | 57401 | Construction | $6,498,625 |
| Med-Trans Corporation | |||||
| 209 State Hwy 121 Bypass | Lewisville | TX | 75067 | Helicopter Transportation Services | $1,313,776 |
| Cardiosolution LLC | |||||
| 4270 Glendale Milford Rd | Cincinnati | OH | 45242 | Physician Services | $825,481 |
| Aegis Therapies Inc | |||||
| 1000 Fianna Way | Fort Smith | AR | 72919 | Physical therapy | $341,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $34,809 | RelatedOrganizationsAmt |
| Government Grants | $124,358 | GovernmentGrantsAmt |
| All Other Contributions | $2,461,137 | AllOtherContributionsAmt |
| Total Contributions | $2,620,304 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Net patient services | 621110 | $170,122,256 | $170,122,256 | |
| Supporting revenue | 624100 | $2,295,108 | $1,809,396 | $485,712 |
| EHR revenue | 900099 | $1,051,893 | $1,051,893 | |
| Invest AH Foundation | 900099 | $442,774 | $442,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $173,912,031 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,101 | TotalRevenueColumnAmt |
| Exclusion | $184,101 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $536,479 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,205,672 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$669,193 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$669,193 | TotalRevenueColumnAmt |
| Exclusion | -$669,193 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,255,582 | SecuritiesAmt |
| Other | $5,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $364,014 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,255,582 | SecuritiesAmt |
| Other | -$359,014 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $896,568 | TotalRevenueColumnAmt |
| Exclusion | $896,568 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $70,497 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $48,226 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,271 | TotalRevenueColumnAmt |
| Exclusion | $22,271 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $77,189 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $77,189 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $77,189 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $177,043,271 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $173,503,508 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $485,712 | UnrelatedBusinessRevenueAmt |
| Exclusion | $433,747 | 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 | $468,658 | TotalAmt |
| Program Services | $468,658 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,500 | TotalAmt |
| Program Services | $3,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,631,128 | TotalAmt |
| Program Services | $2,369,048 | ProgramServicesAmt |
| Management And General | $262,080 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,146 | TotalAmt |
| Program Services | $24,146 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,571,479 | TotalAmt |
| Program Services | $77,778,772 | ProgramServicesAmt |
| Management And General | $6,635,074 | ManagementAndGeneralAmt |
| Fundraising | $157,633 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,916,641 | TotalAmt |
| Program Services | $4,522,119 | ProgramServicesAmt |
| Management And General | $385,357 | ManagementAndGeneralAmt |
| Fundraising | $9,165 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,539,097 | TotalAmt |
| Program Services | $9,690,628 | ProgramServicesAmt |
| Management And General | $828,835 | ManagementAndGeneralAmt |
| Fundraising | $19,634 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,692,515 | TotalAmt |
| Program Services | $4,304,357 | ProgramServicesAmt |
| Management And General | $379,437 | ManagementAndGeneralAmt |
| Fundraising | $8,721 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,040 | TotalAmt |
| Management And General | $3,040 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,899,267 | TotalAmt |
| Program Services | $6,940,690 | ProgramServicesAmt |
| Management And General | $11,948,126 | ManagementAndGeneralAmt |
| Fundraising | $10,451 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,615 | TotalAmt |
| Program Services | $85,852 | ProgramServicesAmt |
| Management And General | $22,718 | ManagementAndGeneralAmt |
| Fundraising | $45 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,631,928 | TotalAmt |
| Program Services | $9,450,001 | ProgramServicesAmt |
| Management And General | $2,178,595 | ManagementAndGeneralAmt |
| Fundraising | $3,332 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,243 | TotalAmt |
| Program Services | $126,267 | ProgramServicesAmt |
| Management And General | $976 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,224,692 | TotalAmt |
| Program Services | $2,181,438 | ProgramServicesAmt |
| Management And General | $43,254 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,914 | TotalAmt |
| Program Services | $181,622 | ProgramServicesAmt |
| Management And General | $75,773 | ManagementAndGeneralAmt |
| Fundraising | $519 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,439 | TotalAmt |
| Program Services | $196,284 | ProgramServicesAmt |
| Management And General | $10,155 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,463 | TotalAmt |
| Program Services | $1,262,463 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,469,093 | TotalAmt |
| Program Services | $6,682,680 | ProgramServicesAmt |
| Management And General | $786,413 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,469,642 | TotalAmt |
| Program Services | $1,455,986 | ProgramServicesAmt |
| Management And General | $13,656 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical supplies | $18,651,251 | $18,650,752 | $499 |
| Bad debt | $6,130,956 | $6,130,956 | |
| Licenses and permits | $2,791,758 | $2,405,054 | $386,704 |
| Equipment lease/rental | $1,841,784 | $1,800,728 | $41,056 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,088 | TotalAmt |
| Program Services | $265,975 | ProgramServicesAmt |
| Management And General | $72,839 | ManagementAndGeneralAmt |
| Fundraising | $56,274 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,318,337 | TotalAmt |
| Program Services | $156,977,976 | ProgramServicesAmt |
| Management And General | $24,074,587 | ManagementAndGeneralAmt |
| Fundraising | $265,774 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,858 | BOYAmt |
| EOY | $10,864,818 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,260,242 | BOYAmt |
| EOY | $20,713,988 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,007 | BOYAmt |
| EOY | $190,231 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,522,812 | BOYAmt |
| EOY | $1,559,124 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,986,614 | BOYAmt |
| EOY | $3,545,632 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,725,658 | BOYAmt |
| EOY | $1,473,897 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $180,879,917 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $96,494,020 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,940,750 | BOYAmt |
| EOY | $84,385,897 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,786,411 | BOYAmt |
| EOY | $35,008,289 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,660,814 | BOYAmt |
| EOY | $1,298,097 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,261,603 | BOYAmt |
| EOY | $39,928,130 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,000,000 | BOYAmt |
| EOY | $4,022,290 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,011,769 | BOYAmt |
| EOY | $202,990,393 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,038,334 | BOYAmt |
| EOY | $14,862,082 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,924,161 | BOYAmt |
| EOY | $76,504,467 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,905 | BOYAmt |
| EOY | $70,118 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,495,631 | BOYAmt |
| EOY | $3,560,906 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,534,031 | BOYAmt |
| EOY | $94,997,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,425,659 | BOYAmt |
| EOY | $102,181,918 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,524,073 | BOYAmt |
| EOY | $5,282,837 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,006 | BOYAmt |
| EOY | $528,065 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,477,738 | BOYAmt |
| EOY | $107,992,820 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,011,769 | BOYAmt |
| EOY | $202,990,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,275,066 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,514,249 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$695,603 | 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 | $14,859 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $14,859 | 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 | $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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $756,018 | BeginningYearBalanceAmt |
| Contributions | $3,133,989 | ContributionsAmt |
| Investment Earnings Or Losses | $168,152 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $73,620 | OtherExpendituresAmt |
| Administrative Expenses | $21,499 | AdministrativeExpensesAmt |
| End Year Balance | $3,963,040 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,159,121 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,051 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $407,154 | OtherExpendituresAmt |
| End Year Balance | $756,018 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $526,177 | BeginningYearBalanceAmt |
| Contributions | $641,131 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,187 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,159,121 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $525,050 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,127 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $526,177 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.74000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,608,403 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,589,137 | OtherCostOrOtherBasisAmt |
| Book Value | $6,197,540 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,375,786 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,210,203 | DepreciationAmt |
| Book Value | $58,165,583 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,598,453 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,701,821 | DepreciationAmt |
| Book Value | $11,896,632 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,708,138 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,581,996 | DepreciationAmt |
| Book Value | $8,126,142 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $84,385,897 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investment in Surgical Associates Endoscopy Center LLC | $634,156 | F |
| Assets limited to use - Avera pooled investments | $29,515,511 | F |
| Investment in Avera Health Foundation | $4,858,622 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $35,008,289 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Estimated third-party payor settlements | $1,999,744 |
| Interest rate swap agreement | $1,561,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,560,906 | 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: | The Organization is organized as a South Dakota nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). Certain consolidated subsidiaries, including Valley Health Services, are not tax-exempt entities and are considered partnerships or disregarded entities for tax purposes. The Organization is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the Organization is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. The Organization files an Exempt Organization Business Income Tax Return (Form 990T) with the IRS to report its unrelated business taxable income. The Organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. The Organization's federal Form 990T filings are no longer subject to federal tax examinations by tax authorities for years before 2012. |
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 | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 4092 | PersonsServedCnt |
| Total Community Benefit Expns | $2,509,176 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,509,176 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01430 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 36046 | PersonsServedCnt |
| Total Community Benefit Expns | $7,821,235 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,459,237 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,361,998 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01920 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 770 | PersonsServedCnt |
| Total Community Benefit Expns | $1,015,157 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,015,157 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00580 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 40908 | PersonsServedCnt |
| Total Community Benefit Expns | $11,345,568 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,459,237 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,886,331 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03930 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 10 | ActivitiesOrProgramsCnt |
| Persons Served | 4139 | PersonsServedCnt |
| Total Community Benefit Expns | $392,054 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $130,116 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $261,938 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00150 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4 | ActivitiesOrProgramsCnt |
| Persons Served | 41 | PersonsServedCnt |
| Total Community Benefit Expns | $7,705 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,479 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,226 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 8 | ActivitiesOrProgramsCnt |
| Persons Served | 1421 | PersonsServedCnt |
| Total Community Benefit Expns | $6,779,456 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,841,157 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,938,299 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01110 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 5 | ActivitiesOrProgramsCnt |
| Persons Served | 14744 | PersonsServedCnt |
| Total Community Benefit Expns | $1,095,343 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,095,343 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00630 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 27 | ActivitiesOrProgramsCnt |
| Persons Served | 20345 | PersonsServedCnt |
| Total Community Benefit Expns | $8,274,558 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,975,752 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,298,806 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01890 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 27 | ActivitiesOrProgramsCnt |
| Persons Served | 61253 | PersonsServedCnt |
| Total Community Benefit Expns | $19,620,126 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,434,989 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,185,137 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05820 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 3000 | PersonsServedCnt |
| Total Community Benefit Expns | $2,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 3 | PersonsServedCnt |
| Total Community Benefit Expns | $3,798 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,798 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 3003 | PersonsServedCnt |
| Total Community Benefit Expns | $5,798 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $5,798 | NetCommunityBenefitExpnsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $6,130,956 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $45,966,925 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $55,997,795 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$10,030,870 | 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 | 18 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 |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 12 | 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 | www.averastlukes.org | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 12 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | http://www.avera.org/experience/shared/community-needs-health-assessments/ | StrategyWebsiteURLTxt |
| Strategy Attached | 0 | StrategyAttachedInd |
| 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 |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| 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 | http://www.avera.org/experience/ah/financial-assistance-charity-care/ | FAPAvailableOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Average Negotiated Rates | Yes (X) | AverageNegotiatedRatesInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | Yes (1) | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Avera St. Luke's | Part V, Section B, Line 5: Avera St. Luke's conducted five focus groups representing community leaders and members, health care providers, uninsured/underinsured persons and policy makers in order to discuss health care needs and concerns in Brown County. The hospital invited a vast array of individuals from all facets of the community to participate in the focus groups. Those individuals who were able to attend one of the focus groups included representatives from local schools, including colleges and universities; health care related organizations; Brown County; churches; city officials; and other government officials. |
| Avera St. Luke's | Part V, Section B, Line 11: The following key themes were identified by the Focus Groups as community needs. The Hospital reviewed and assessed its current involvement in each to determine future steps to take. The Hospital has involvement in the following five identified areas. Health Care AffordabilityAvera St. Luke's does many things in order to help with health care affordability. The Social Services Department provides assistance to those unable to pay for services and the Business Office assists patients as needed in setting up payment plans. Access to Health Care SpecialistsAvera St. Luke's currently offers 27 physician specialties locally. The Avera St. Luke's physician recruiter works on an ongoing basis to recruit additional specialists as needed.Avera St. Luke's also has access to eConsult services. eConsult is a program facilitated by the Avera Health system that uses cutting edge technology to provide access to specialty services in rural facilities through two-way video technology.Preventive Care and EducationAvera St. Luke's currently has numerous programs that provide preventive care and health education opportunities to the community such as screening, health fairs, fitness programs, education, classes, health forums and safety.Chronic Disease CareAvera St. Luke's currently provides both support and care facilities for the chronically ill through our Kidney Dialysis Unit, Behavioral Health Services, Home Health, Palliative Care and Hospice Services. Travel and Accessibility to CareAvera St. Luke's monetarily supports the Aberdeen Ride Line service as well as the Groton Community Transit service for patients who have no transportation to doctor appointments. Two FastCare clinics provide after hours and weekend care, the ER is staffed 24-hours a day, helicopter services are available 24-hours a day, St. Luke's manages two critical access hospitals and five primary clinics, specialists travel to eight communities within the region on a monthly basis to provide clinic services, eConsult services are available, and the Auxiliary Guest House is available at a low price for patients and families who need overnight stays and can't afford a hotel.Dental CareThe Community Assessment focus was on Dental Care given number of patients who come to the ER for care, some of which is basic. In our City, dental care for Medicaid and low income families is not readily available. We reached out to the Dental Association and tried other avenues to create access. We have not been completely successful. We do host the Delta Dental van when it comes to Aberdeen and the response in the past and currently, has been very high. Lots of children receive care when the van comes to our campus. Additionally our Social Work department has worked with individuals and families to gain access and in some cases, have asked their personal dentist to care for the person and have had success. |
| Avera St. Luke's | Part V, Section B, Line 16i: 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 24: Individuals eligible for financial assistance are not charged gross charges for emergency or other medically necessary care; however may be charged gross charges for elective care. |
| Part V, Section B, Line 16 | Financial Assistance Policy Website Availability |
| Avera St. Luke's Part V, Section B, line 16a website: | http://www.avera.org/experience/ah/financial-assistance-charity-care/ |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 9 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| Avera Mother Joseph Manor | ||||
| 1002 N Jay Street | Aberdeen | SD | 57401 | Nursing Home, Assisted and Congregate Living |
| Avera Eureka Health Care Center | ||||
| E Hwy 10 | Eureka | SD | 57437 | Skilled Nursing Facility |
| Aberdeen Plastic Surgery Associates | ||||
| 201 S Lloyd St Suite W230 | Aberdeen | SD | 57401 | Clinic |
| Marshall County Medical ClinicAvera | ||||
| 413 9th St | Britton | SD | 574302274 | Clinic |
| Avera Medical Group Pediatrics | ||||
| 201 S Lloyd St Suite E205 | Aberdeen | SD | 57401 | Clinic |
| Avera Clinic of Ellendale | ||||
| 240 Main St | Ellendale | ND | 58436 | Clinic |
| Avera Medical Group Fastcare Shopko | ||||
| 500 N Hwy 281 | Aberdeen | SD | 57401 | Clinic |
| Avera Medical Group Fastcare Kesslers | ||||
| 615 6th Ave SE | Aberdeen | SD | 57401 | Clinic |
| Avera Medical Group Selby | ||||
| 4401 Main St | Selby | SD | 57472 | Clinic |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | A combination of income and assets test is utilized to determine eligibility for free or discounted care. Points are assigned based on income as a percentage of FPG and net assets owned with points deducted for ongoing medical expenses such as drugs. Patients with the fewest points receive the largest discount. 0-1 points receive 100% discount on bills while remaining discounts range from 10-90% depending on point totals and dollar amount of charges. |
| Part I, Line 6a: | Our community benefit report is contained in a report prepared by Avera Health, a related organization. It is available through the website and requested mailing, and is filed with the Catholic Health Association. |
| 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 $6,130,956 is included on Form 990, Part IX, line 25, column (A) but excluded for purposes of calculating this percentage. |
| 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 is reported at charges as recorded by the organization. |
| Part III, Line 3: | Avera St. Luke's does not believe that any portion of bad debt expense could reasonably be attributed to patients who may qualify for financial assistance since evaluations are completed to determine those amounts due and will be reclassified from bad debt expense to charity care within 30 days following the evaluation of the amount. |
| Part III, Line 4: | The footnote to the Organization's financial statements that describes bad debt expenses is located in Footnote 1 on pages 10 of the attached 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 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 a reasonable time period, the Organization or its agent shall not send, nor indicate that it will send, the unpaid bill to any outside collection agency. At such time as the Organization sends the uncollected account to an outside collection agency, the amount referred to the agency shall reflect the reduced-payment level for which the patient was eligible under the Organization's financial assistance policy for low-income uninsured patients. Avera St. Luke's does not report any data to any of the credit agencies, however, the collection agencies Avera St. Luke's utilizes may report to the credit agencies. Any extended payment plans offered by the Hospital, or the Hospital's representative, in settling the outstanding bills of patients who qualify for financial assistance shall be interest-free so long as the repayment schedule is met. |
| 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 community health needs assessment (CHNA) was completed and posted to our website by June 30, 2013. We are currently performing a new (CHNA) and will have that completed by June 30, 2016. |
| 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 Dakota estimated data for 2013 and 2014, census reflected a population of approximately 27,800. Our primary service area consists of the following counties: Brown, Marshall, Day, Faulk, Edmunds, McPherson, and Spink in South Dakota and Dickey County in North Dakota. The population of this area is approximately 69,000. Our secondary service area includes other close by counties. This large service area is due to outreach and the scope of specialty services offered by Avera St. Luke's for which if not offered, 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 aged population. Many of the patients within this region are Medicare age. Other than the hospital that opened in Aberdeen during FY 2013, the next closest hospitals are 40 to 100 miles away and have limited services and are Critical Access Hospitals served by limited physicians. Patient demographics within the region would indicate that after you consider those patients admitted to the smaller hospitals, the majority of the rest seek services at Avera St. Luke's and the other hospital in Aberdeen. The population in the primary service counties range from 2,429 to 38,408. South Dakota Census data estimates for 2013 and 2014 contains many data elements, therefore, 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 4.8% 15.3% 14.30%Brown County 5.1% 16.0% 8.80% Spink County 2.9% 19.6% 3.8%McPherson County -1.2% 28.2% 1.8%Median Household IncomeState of SD 49,495Brown County 51,398Spink County 48,911McPherson County 37,240As the above indicate, our region has experienced essentially little growth with the exception of Brown County and the percent over 65 years old is high compared to the State average. The high average age correlates with Medicare admissions being 48.63% of total admissions. Medicaid admissions totaled 8.70%, and newborn admissions totaled 10.59% of all admissions. In addition to Medicare and Medicaid, there is a County Indigent Program which resulted in approximately $5,289,000 of assistance at charge and was for 248 patients.From an unemployment standpoint, South Dakota (3.1%) and our region has faired much better than the US. Within the primary service area, current unemployment rates range from a low of 2.7% in Brown County to a high of 5.5% in Day County. |
| Part VI, Line 5: | Avera St. Luke's is a regional facility within Avera Health System. We are a health ministry cosponsored by the Benedictine Sisters of Yankton, South Dakota and the Presentation Sisters of Aberdeen, South Dakota. Our health ministry is rooted in the Gospel and requires us to make a positive impact in the lives and health of persons and communities by providing quality services guided by Christian values. Avera St. Luke's vision is to be an exceptional health care organization for patients to receive care, physicians to practice and employees to work. The Organization's values are Compassion, Hospitality and Stewardship.Our governing body consists of 17 members who are physicians, community and regional residents and Sister representatives from the Presentation and Benedictine Orders. In addition, four employees (three physicians and the CEO) serve on the board. The governing body included one Sister who represents both orders and is a System Representative. In addition to the governing body, we have two advisory boards. These include: Northern State University Business School and Salvation Army Advisory Board. Medical Staff privileges can be extended to qualified physicians based on receiving approval of their application and credentials by the Medical Dental Staff and then the Hospital governing body. The Hospital's governing body then 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. All surplus funds are used and maintained to provide for both current and future needs.Specific examples of how we further our exempt purpose include but are not limited to the following:a. The only inpatient psychiatric unit within 200 milesb. Interventional Cardiology and Radiology services. These services allow us to meet patient needs when care is critical to their survival and must be delivered on a very timely basis.c. Air Ambulance to transport patients to our facility or 200 miles to tertiary facilities.d. End Stage Renal Disease program which serves our broad region with the next closest facility being 100 miles away. Additionally, we employ a full-time Nephrologist to care for the patients along with others who require intensive physician care.e. A 24 hour Emergency Room which treats all patients without regard to the ability to pay. The ER is staffed by physicians 24 hours per day.f. Provision of a multitude of educational and training programs for healthcare professionals and regional residents. The region was awarded an Area Health Education Center by the South Dakota School of Medicine and will be located in Aberdeen. The award was based on applications and interviews within the State and was a collaborative effort of many healthcare and non-healthcare organizations within the region with two being 100 miles from Aberdeen.g. Avera St. Luke's is currently a Rural Referral Center. The nearest hospitals are tertiary facilities 200 miles away by ground and approximately 140 miles by air.h. Avera St. Luke's participates in many community organizations and efforts to better the region. Leadership of the organization is on boards of many exempt organizations (Salvation Army, Foundations, College/University Advisory Boards, Youth Adult Partnership of Aberdeen).i. Our Auxiliary and Volunteers provide opportunities for over 400 individuals. The Auxiliary provides annual scholarships of $500 for students entering higher education in health related fields. In fiscal year 2015, 15,200 hours of service were provided to Avera St. Luke's by volunteers which reduces costs.j. Provide assistance to small rural hospitals (Critical Access Hospitals) within the region through various programs, management agreements, computer systems, educations and other services to assist in keeping their area's patients in the local community when possible.k. Recruitment of specialists in nephrology, neurosurgery, neurology, cardiology and psychiatry to meet the region's need in order to eliminate travel of 200 miles to obtain these services.l. Development and subsidy of various rural clinics to meet needs in those communities.m. Development of a local clinic to provide primary health care (not urgent or emergency care) to individuals regardless of their ability to pay in a setting that is conducive to walk-in for a very minimal cost (about $65 - $90). This clinic is staffed by mid-level providers (PA/Nurse Practioners) and is open on weekends and certain holidays to all and insurance billing is provided.n. Chemical Addiction services on an outpatient basis are provided to the region and State. Our Worthmore program is well known and respected within the region and state and is the closest program within 150-200 miles. We contract with the State for patients who meet their qualification guidelines and work with governmental agencies within the region and State. o. Provide drug and alcohol prevention programs to the local schools through various contracts. Our involvement started when the previous provider discontinued their contract. |
| Part VI, Line 6: | The communities in which Avera operates all have unique health and community benefit needs and in keeping with the Catholic Healthcare Association guidelines each Hospital strives to meet its community's identified needs. The Avera Central Office advocates for all on 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Northern State University Foundation | |||||||
| 620 15th Ave SE | Aberdeen | SD | 57401 | 237002314 | 501(c)(3) | $171,000 | General support |
| Aberdeen Ride Line | |||||||
| 205 N 4th Street | Aberdeen | SD | 57401 | 466000010 | City of Aberdeen | $13,620 | General support |
| Aberdeen Public Schools Foundation | |||||||
| 1224 S 3rd St | Aberdeen | SD | 57401 | 460423109 | Government | $10,000 | General support |
| Presentation College | |||||||
| 1500 N Main | Aberdeen | SD | 57401 | 522424588 | 501(c)(3) | $163,800 | General support |
| Aberdeen Swim Club | |||||||
| PO Box 1874 | Aberdeen | SD | 57401 | 450338253 | 501(c)(3) | $10,000 | General support |
| Bethesda Home of Aberdeen | |||||||
| 1224 S High St | Aberdeen | SD | 57401 | 460367117 | 501(c)(3) | $10,000 | General support |
| Aberdeen Catholic School System | |||||||
| 1400 N Dakota St | Aberdeen | SD | 57401 | 460336005 | 501(c)(3) | $10,650 | General support |
| Glacial Lakes Area Development | |||||||
| 909 S Main St PO Box 231 | Britton | SD | 57069 | 870787080 | 501(c)(3) | $10,000 | General support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | 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 | Avera St. Luke's policy is to provide grants/contributions to not-for-profit entities and governmental divisions that benefit the community and region through programs and activities. The organization also provides scholarships to medical students and other students in the community. Scholarships are given to schools to help monitor the use of the funds. | 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 | $228,118 | $0 | $154,193 | $0 | $401 | $0 | $20,800 | $0 | $26,348 | $0 | $429,860 | $0 | $0 | $0 |
| Tage Born MD | ||||||||||||||
| Director | $720,831 | $0 | $74,666 | $0 | $3,726 | $0 | $20,800 | $0 | $22,468 | $0 | $842,491 | $0 | $0 | $0 |
| Stephen Peters MD | ||||||||||||||
| Director | $463,594 | $0 | $0 | $0 | $9,224 | $0 | $20,800 | $0 | $26,221 | $0 | $519,839 | $0 | $0 | $0 |
| Larry Sidaway | ||||||||||||||
| Physician/Chief of Staff | $471,213 | $0 | $0 | $0 | $13,760 | $0 | $20,800 | $0 | $18,648 | $0 | $524,421 | $0 | $0 | $0 |
| Todd Forkel | ||||||||||||||
| President & CEO | $0 | $399,161 | $0 | $0 | $0 | $94,242 | $0 | $9,451 | $0 | $20,328 | $0 | $523,182 | $0 | $0 |
| Geoffrey Durst | ||||||||||||||
| Sec/Treas & SrVP Finance | $213,795 | $0 | $0 | $0 | $3,112 | $0 | $13,340 | $0 | $22,576 | $0 | $252,823 | $0 | $0 | $0 |
| Shahid Chaudhary | ||||||||||||||
| CMO | $1,162,559 | $0 | $50,000 | $0 | $1,620 | $0 | $20,800 | $0 | $26,168 | $0 | $1,261,147 | $0 | $0 | $0 |
| Christine Stehly MD | ||||||||||||||
| Obstetrics/gynecology | $685,564 | $0 | $56,268 | $0 | $3,651 | $0 | $20,800 | $0 | $22,928 | $0 | $789,211 | $0 | $0 | $0 |
| James Macdougall | ||||||||||||||
| Orthopedic | $690,029 | $0 | $0 | $0 | $51,398 | $0 | $20,800 | $0 | $10,240 | $0 | $772,467 | $0 | $0 | $0 |
| Patrick Miller | ||||||||||||||
| Orthopedic | $703,565 | $0 | $0 | $0 | $48,532 | $0 | $20,800 | $0 | $21,836 | $0 | $794,733 | $0 | $0 | $0 |
| Leslie Lenter MD | ||||||||||||||
| Radiologist | $743,154 | $0 | $0 | $0 | $44,210 | $0 | $20,800 | $0 | $20,328 | $0 | $828,492 | $0 | $0 | $0 |
| Richard Conklin | ||||||||||||||
| Oncologist | $1,295,987 | $0 | $0 | $0 | $31,166 | $0 | $20,800 | $0 | $23,668 | $0 | $1,371,621 | $0 | $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's compensation is paid by a related organization, 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
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| Richard Conklin | |||||||
| Employee | Client Billing | Yes (X) | $140,231 | $140,231 | 0 | 0 | 0 |
| Richard Conklin | |||||||
| Employee | Community Needs Loan | Yes (X) | $100,000 | $50,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $190,231 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Bernard Gerber | |||
| Father to board member Jean Gerber | $204,000 | Avera St. Luke's purchased an ASL suite from Jean Gerber's father. | 0 |
| Megan Biegler | |||
| Wife of board member Lyle Biegler | $24,146 | 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 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 11 | The Form 990 is reviewed by the CEO and CFO. After initial reviews, a draft is provided to the finance committee for final review. The return is provided to the board prior to filing. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy covers board members, officers and key employees. At each board meeting, a request is made for all board members to disclose any potential conflict of interest pertaining to any item listed on the agenda or pertaining to any potential item that could be discussed during the course of the meeting. The declaration of conflict of interest is recorded in the meeting minutes. The board makes a determination of whether there is a conflict of interest and if so, implements the procedure for evaluating the issue or transaction involved. The board member or officer with the conflict must refrain from voting. A statement of conflict of interest disclosure is made on an annual basis by officers and directors. The information is maintained in a database and a report is provided to the board. |
| Form 990, Part VI, Section B, line 15b | The CEO is 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. The organization has a Physician Relations/Executive Compensation Committee to review physician related transactions and compensation related to physicians, other officers and key employees of the Organization. The Committee meets as needed with respect to physician compensation. With respect to leadership positions we contract with an outside consultant to gather wage and market data. Information is provided to the consultant for leadership positions that reflects the leader's area of responsibilities including the position title and education requirements, reporting structure, number of FTE's, total revenue and expenses and years of experience. |
| 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 2,385,589. Management and general expenses 57,630. Fundraising expenses 0. Total expenses 2,443,219. Other fees: Program service expenses 4,364,053. Management and general expenses 1,544,212. Fundraising expenses 10,451. Total expenses 5,918,716. ACS fees: Program service expenses 191,048. Management and general expenses 10,346,284. Fundraising expenses 0. Total expenses 10,537,332. |
| Form 990, Part XI, line 9: | Capital Transfer -1,925,896. Change in fair value of interest rate swap -107,543. Book/Tax adjustment on investment in Endoscopy LLC 1,337,836. |
| 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 VI, Line 16b: | There is no written policy or procedure since 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 St. Mary's, Avera Sacred Heart, and Avera Marshall. In accordance with IRS instructions, information related to the tax exempt bond reporting is being reported on Avera Health's tax return. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 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 9 | 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 | Fundraising | IA | 501(c)(3) | Line 9 | 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 | |
| Avera Marshall Foundation | |||||||||||
| 300 S Bruce Street | Marshall | MN | 56258 | 411784801 | Fundraising | MN | 501(c)(3) | Line 7 | 0 | Avera Marshall | |
| 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 11a, 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 9 | 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 9 | 0 | Sacred Heart Health Services | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 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 | $2,501,378 | $693,280 | 0 | Yes (1) | 0.51000 | |
| Avera Home Medical Equipment LLC | ||||||||||||||
| 1325 S Cliff Ave PO Box 5045 | Sioux Falls | SD | 57117 | 460488198 | Medical services - home medical equipment | SD | N/A | |||||||
| Home Medical Equipment of Pierre LLC | ||||||||||||||
| 329 E Dakota | Pierre | SD | 57501 | 460444002 | Medical services - home medical equipment | SD | N/A | |||||||
| Avera Home Medical Equipment of Floyd Valley Hospital LLC | ||||||||||||||
| 714 Lincoln St NE | Lemars | IA | 51031 | 820582350 | Medical services - home medical equipment | SD | N/A | |||||||
| Avera Home Medical Equipment of Estherville LLC | ||||||||||||||
| 602 Central Ave | Estherville | IA | 51334 | 201686097 | 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 Marshall LLC | ||||||||||||||
| 1104 East College Drive | Marshall | MN | 56258 | 205271924 | 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 | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 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 Health Plans Inc | |||||||||
| 3900 West Avera Drive Suite 101 | Sioux Falls | SD | 57108 | 460451539 | Health financing and health plan administration | 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 |
| 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | 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 (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Surgical Associates Endoscopy Clinic LLC | ||
| L | $475,521 | General Ledger |
| Surgical Associates Endoscopy Clinic LLC | ||
| S | $770,000 | Financial Statements |
| Surgical Associates Endoscopy Clinic LLC | ||
| A | $86,443 | General Ledger |
| Avera McKennan | ||
| L | $398,212 | General Ledger |
| Avera McKennan | ||
| H | $464,011 | General Ledger |
| Avera St Mary's | ||
| L | $107,984 | General Ledger |
| Avera Sacred Heart | ||
| L | $90,135 | General Ledger |
| Avera at Home | ||
| L | $320,921 | General Ledger |
| Avera St Mary's | ||
| P | $54,577 | General Ledger |
| Avera McKennan | ||
| S | $95,296 | General Ledger |
| Avera at Home | ||
| S | $283,966 | General Ledger |