AVERA MCKENNAN: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- AVERA MCKENNAN (EIN 46-0224743)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201101369349300900
- Schema version
- 2009v1.7
- 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 G
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T06:45:03-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5601 Green Valley Drive Ste 700 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 554371145 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460224743 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avera McKennan | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AVER | NameControl |
| Phone | 6053228000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 S Cliff Ave PO Box 5045 | AddressLine1 |
| City | Sioux Falls | City |
| State | SD | State |
| ZIP Code | 571175045 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dr David Kapaska | Name |
| Title | Regional President | Title |
| Phone | 6053228000 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kim Hunwardsen CPA | Name |
| Phone | 9529446166 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | Dr David Kapaska | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 S Cliff Ave PO Box 5045 | AddressLine1 |
| City | Sioux Falls | City |
| State | SD | State |
| ZIP Code | 571175045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 603717161 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | www.averamckennan.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1911 | YearFormation |
| State Legal Domicile | SD | StateLegalDomicile |
| Activity Or Mission Description | Promotion of Health | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5868 | TotalNbrEmployees |
| Total Nbr Volunteers | 1068 | TotalNbrVolunteers |
| Total Gross UBI | 6403753 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1006160 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2453417 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3451139 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 555191084 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 596067216 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1957267 | InvestmentIncomePriorYear |
| Investment Income Current Year | 553875 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2462019 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2763167 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 562063787 | TotalRevenuePriorYear |
| Total Revenue Current Year | 602835397 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3041319 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3322297 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 304921829 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 311726810 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 113548 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 54527 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 756846 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 238441318 | OtherExpensePriorYear |
| Other Expenses Current Year | 256769316 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 546518014 | TotalExpensesPriorYear |
| Total Expenses Current Year | 571872950 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 15545773 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 30962447 | RevenuesLessExpensesCY |
| Total Assets BOY | 655503598 | TotalAssetsBOY |
| Total Assets EOY | 696072011 | TotalAssetsEOY |
| Total Liabilities BOY | 323845827 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 333428534 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 331657771 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 362643477 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 264679831 | Expense |
| Grants | 3253880 | Grants |
| Revenue | 390519455 | Revenue |
| Description | Avera McKennan Hospital & University Health CenterAvera McKennan promotes the health of the community by providing a variety of charitable health care services. Avera McKennan operates under the tenets of the Roman Catholic Church and in accordance with the philosophy and values established for Avera Health, a sponsored ministry of the Benedictine and Presentation Sisters.(continued on page 1 of Schedule O)Major service lines include oncology, surgery, orthopedics, obstetrics, pediatrics, neonatology, emergency and trauma, critical care including eICU, radiology and diagnostic imaging, psychiatry, pulmonary, neurology, cardiology and gastroenterology. Transplant services include solid organ (kidney and pancreas) and bone marrow transplant.The following are specific exempt purpose achievements for Avera McKennan Hospital:Charity and uncompensated care: Avera McKennan provides necessary medical services (diagnostic and treatment) for whomever comes to us for care, regardless of their ability to pay. In fiscal year 2010, services provided to those who are unable to pay totaled $25,618,000 based on charges foregone. Eligibility for discounted or free services under the charity care policy is based on income levels. Generally, individuals earning income of up to 400% of the Federal Policy Income Guidelines are eligible for varying levels of discounts, including full discounts for certain income levels. Application for coverage under the program may be obtained at any Avera McKennan patient registration area or by calling Avera McKennan Patient Financial Services.Accessibility to health care: Avera McKennan makes medical care accessible to the entire community it serves. In 2010 Avera McKennan had 19,567 hospital discharges, 103,551 patient days and 194,947 outpatient visits. Avera McKennan is a verified Level II trauma center and was the first such Center in the State of South Dakota. Avera McKennan's Emergency Department is staffed 24 hours a day with board-certified emergency specialists and provides emergency care regardless of ability to pay. Avera McKennan had 24,528 Emergency Department visits in FY 2010. Operating both Fixed Wing and Helicopter medical air transports, Avera McKennan's flight teams cover a large geographic area providing state-of-the-art air transport services and access to critical care, with 1,247 flights in the past year.Health Care Clinic: In 1992, Avera McKennan established a Health Care Clinic to provide free care for people who are uninsured or underinsured in the community. The clinic is managed by a Registered Nurse and staffed by Registered Nurses, two midlevel providers, medical residents and volunteer health care providers. The goal of the clinic is to prevent or treat patients' medical conditions before they become catastrophic. The clinic averages 620 visits per month, providing preventative care, diagnosis and treatment of illnesses and injuries, medication assistance and assistance in obtaining specialist care for patients with complex cases. The clinic also serves to train physicians, nurses and other health care students. It provides a free evening clinic one evening per month, staffed by medical students under supervision of physicians. Avera McKennan is the only health care organization to provide free services such as this in the state of South Dakota. The clinic had 7,465 visits in fiscal year 2010.Residency/Health Professions Training and Internships: In 2010, Avera McKennan had 80 medical school residents in training in Internal Medicine, Family Practice, Psychiatry and Transitional Residency Programs offered in partnership with the University of South Dakota School of Medicine. Over 1,200 students in nursing, pharmacy, physician assistant programs, radiology and respiratory therapy also completed rotations at Avera McKennan. Avera McKennan has many joint agreements with institutions of higher education for both clinical and educational programming. In non-clinical areas, Avera McKennan offered 40 unpaid internships in 2010 in the areas of marketing, human resources, foundation, network operations and process excellence, working with approximately 18 institutions of higher education.Community Education: Avera McKennan is a regional leader in offering educational programs for a variety of learners, leaders and employees. Utilizing advanced technology, many of these programs are provided electronically throughout the tri-state area. Educational sessions are offered to medical staff, employees, health care professionals, students at all levels and the general public. Utilizing Avera McKennan's Education Center, a broad cross-section of classes involving diverse audiences are provided as a community service each year.-To Be Well free education events were held on topics including orthopedics, cancer, diabetes, weight loss/healthy eating, multiple sclerosis, anxiety and acupuncture. A total of 55 seminars enrolled 382 participants.-Forums: The Avera Behavioral Health Center offers free Friday Forums, in which school counselors and therapists are invited to presentations on children's mental health topics such as anxiety disorder, disruptive behavior, medication, coping with grief and bullying. These sessions, held nine times each year, are attended in person by approximately 50. Throughout 2010, videos of these presentations were viewed 656 times online.-Women's & Children's Services: Avera McKennan's Women's & Children's Services offers a number of parenting and community education opportunities, for free or at a minimal cost. In fiscal year 2010, 209 childbirth education classes were held with 1,152 attendees. A total of 48 parent and family education classes were held with 408 attendees. A total of 189 car seats were issued through Project 8, South Dakota Governor's child seat program with training on their correct use. Free burn education was provided to 525 students during presentations in schools.-Daycare training: Free of charge, Avera McKennan offers four in-service training sessions per month to daycare providers through the YWCA, with a total of 38 scheduled annually, and additional sessions for requested topics. Medical Research: As a research institution, Avera McKennan draws physicians who are committed to seeking new treatments and preventive measures. The Avera Research Institute is currently conducting basic research to add to the body of medical knowledge in the areas of kidney disease linked to obesity, kidney filtration and growth, and neuroscience research in regard to stress and addiction. The Avera Research Institute also continues ongoing applied research in the area of developing a novel photochemical tissue bonding technology that has ophthalmologic and dermatological applications. In the state of South Dakota's only genetics lab, Avera McKennan is studying genetic precursors of mental health conditions, which has wide application in both the clinical and research arenas. The Avera Research Institute in 2010 participated in 79 clinical trials, involving cancer, Alzheimer's disease, ulcerative colitis, rheumatoid arthritis, and more. In fiscal year 2010, Avera McKennan operated the Avera Research Institute at a loss of $1,996,000.Support groups: Avera McKennan offers approximately 10 free support groups. They range in topic from cancer to liver disease, diabetes, bone marrow transplant, stroke and grief and loss. The organization provides free meeting space as well as speakers and leaders. Information and Assistance: Avera McKennan operates a 24-hour Medical Call Center, through which patients have access to the Ask-A-Nurse program. Patients can call a toll-free number and talk personally with a Registered Nurse to ask health questions or receive general health information. In 2010, the Medical Call Center handled 67,196 calls. Avera McKennan's web site also provides an extensive health library that consumers can access free of charge.Interpreter service: Avera McKennan employs two full-time Spanish interpreters in-house, and their services are offered to patients free of charge. In addition, in cooperation with external agencies, Avera McKennan is able to handle over 150 different languages and dialects. Avera McKennan contracts for an inbound call-in service for Spanish speaking individuals. This is available at the main hospital switchboard, as well as Avera McGreevy Clinic and Avera Women's Clinic. All the above services are provided at no cost to the patient.(continued on page 14 of Schedule O) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 31683887 | Expense |
| Grants | 7306 | Grants |
| Revenue | 42586521 | Revenue |
| Description | Rural Critical Access HospitalsAvera McKennan owns or leases rural Critical Access Hospitals in Flandreau, Gregory, Dell Rapids, Milbank and Miller (Hand County), S.D. As such, they operate as a department of Avera McKennan. The hospitals in Flandreau, Gregory and Hand County serve medically underserved counties. In addition to the following exempt purpose achievements, rural hospitals participate in many of the above as part of Avera McKennan.Among services offered by rural hospitals are radiology and imaging, colonoscopy and endoscopy, therapy and rehabilitation, 24-hour emergency care, chemotherapy, orthopedics, cardiovascular testing and care, obstetrics, surgery, and dialysis.Charity and uncompensated care: As part of Avera McKennan, these facilities provide necessary medical services (diagnostic and treatment) for whomever comes to us for care, regardless of their ability to pay. In fiscal year 2010, charity and uncompensated care provided by rural hospitals based on charges foregone totaled $440,000.Accessibility to health care: Avera McKennan regional hospitals make medical care accessible to the entire community they serve regardless of a patient's ability to pay. In 2010 rural hospitals had 2,050 discharges, 8,361 patient days and 59,868 outpatient visits. Each of the hospitals provides 24-hour emergency care with eEmergency services through Avera McKennan. eICU services are also available at these hospitals, providing access to critical care medicine near home and lessening the need for transport. There is no additional billing to patients. Telemedicine consults are also offered at rural locations in a number of medical specialties. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 157235080 | Expense |
| Grants | 60133 | Grants |
| Revenue | 132980577 | Revenue |
| Description | ClinicsAvera McKennan provides clinical care, secondary and primary, in 67 owned/joint venture clinics in South Dakota, northwest Iowa, southwest Minnesota and northeastern Nebraska. In addition to the following exempt purpose achievements, clinics participate in many of the above as part of Avera McKennan. Clinic visits in 2010 totaled 895,906.Clinics provide primary care and urgent care, and among specialties are cardiology; dermatology; endocrinology; gastroenterology; hematology; hepatology; infectious disease; internal medicine; neonatology; nephrology; neurology and neurosurgery; OB/GYN; oncology; ophthalmology; orthopedics; pain management; pediatrics; psychiatry; pulmonology; sports medicine; surgery; and vascular services.Charity and uncompensated care: As part of Avera McKennan, clinics provide necessary medical services (diagnostic and treatment) for whoever comes to us for care, regardless of their ability to pay. In fiscal year 2010, charity and uncompensated care provided by clinics based on charges foregone totaled $1,282,000.Accessibility to health care: In addition to regular clinic hours, Avera McGreevy Clinic provides Urgent Care, seeing patients on a walk-in basis at two locations during the evening hours on weekdays, and throughout the daytime hours on Saturdays and Sundays. This provides greater accessibility without having to rely on emergency room care. In addition, through our Curaquick clinics, Avera offers convenient, affordable clinic care in local HyVee pharmacies. In 2010, Avera donated approximately 100 Curaquick Avera cards, good for one free visit, to students of Sioux Falls Catholic Schools and YWCA daycare, each valued at $59.Health Screenings: Avera McKennan clinics offered two free health screenings in 2010 including a skin cancer screening in cooperation with the another local hospital and pharmacy, serving 139 persons; and a men's health screening, providing free cholesterol, blood sugar, blood pressure and body-mass index scoring, serving 103 men. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 26803654 | Expense |
| Grants | 978 | Grants |
| Revenue | 24712103 | Revenue |
| Description | Avera McKennan also provides Long-term care, Home Medical Equipment & Other Retail, Home Infusion, Research, Fitness Center, Regional Lab, and Mobile Services. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 26803654 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 978 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 24712103 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 480402452 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 408 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5868 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julie Norton | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6053228000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 S Cliff Ave | AddressLine1 |
| City | Sioux Falls | City |
| State | SD | State |
| ZIP Code | 571175045 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Rob Everist | ||||||||
| Chairman | 2.00 | X | X | 0 | 0 | 0 | ||
| Tom Dempster | ||||||||
| Vice Chair | 2.00 | X | X | 0 | 0 | 0 | ||
| James Wiederrich | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Sister Candyce Chrystal | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Cathy Clark | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Michael Bender | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Sister Janice Klein | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Gene Jones Jr | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Mitchell Johnson DO | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| John Griffin MD | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Sister Kathryn Easley | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Kim Pederson MD | ||||||||
| Board Trustee | 40.00 | X | 306360 | 0 | 33003 | |||
| Sister Joan Reichelt | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Dave Rozenboom | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Dave Strand MD | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Brad Thaemert MD | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Fred Thurman | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| David Fleck | ||||||||
| Board Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Fredrick W Slunecka | ||||||||
| President & CEO | 40.00 | X | X | 0 | 608919 | 26966 | ||
| Julie N Norton | ||||||||
| Sec/Treas & SrVP Finance | 40.00 | X | 348892 | 0 | 39639 | |||
| Judy Blauwet | ||||||||
| Sr Vice President | 40.00 | 478016 | 0 | 31220 | X | |||
| David Flicek | ||||||||
| Sr Vice President | 40.00 | 420486 | 0 | 34798 | X | |||
| Steve Petersen | ||||||||
| Director-Pharmacy | 40.00 | 166229 | 0 | 30050 | X | |||
| Patricia Jagoe | ||||||||
| AVP-Surgery | 40.00 | 173648 | 0 | 28068 | X | |||
| Michael Puumala MD | ||||||||
| Physician | 40.00 | 1109146 | 0 | 34698 | X | |||
| Kelly McCaul MD | ||||||||
| Physician | 40.00 | 1136264 | 0 | 24990 | X | |||
| Brian Knutson MD | ||||||||
| Physician | 40.00 | 1301709 | 0 | 37698 | X | |||
| Daniel Tynan MD | ||||||||
| Physician | 40.00 | 1326914 | 0 | 35449 | X | |||
| Leonard Gutnik MD | ||||||||
| Physician | 40.00 | 1073487 | 0 | 30471 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 7841151 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 608919 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 387050 | TotalOtherCompensation |
| Number Individuals GT100 K | 431 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Sioux Falls Construction | |||||
| PO Box 2728 | Sioux Falls | SD | 571012728 | Construction | 36090785 |
| Avera Health | |||||
| 3900 West Avera Drive | Sioux Falls | SD | 57108 | Shared Services | 17222315 |
| Sanford School of Medicine | |||||
| 1400 W 22nd St 120 | Sioux Falls | SD | 571051505 | Physician Services | 2557334 |
| Medical X-Ray Center | |||||
| 1417 S Minnesota Ave | Sioux Falls | SD | 571051505 | Radiology Services | 2141129 |
| Associated Regional & University Patholo | |||||
| PO Box 27964 | Salt Lake City | UT | 84127 | Lab Testing | 1896516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 84 | NumberOfContractorsGT100K |
| Related Organizations | 641599 | RelatedOrganizations |
| Government Grants | 2343203 | GovernmentGrants |
| All Other Contributions | 466337 | AllOtherContributions |
| Total Contributions | 3451139 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Net Patient Service Re | 622110 | 558747862 | 558747862 | |
| Other patient and clin | 621500 | 28980560 | 23853369 | 5127191 |
| Interest in Foundation | 900099 | 1873936 | 1873936 | |
| Program rent | 900099 | 1549099 | 1549099 | |
| Income from subsidiari | 423000 | 1241562 | 1120387 | 121175 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3674197 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3654003 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 20194 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 596067216 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 573561 | TotalRevenueColumn |
| Exclusion | $573,561 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1052182 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 715033 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 337149 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 337149 | TotalRevenueColumn |
| Exclusion | $337,149 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 137738 | Securities |
| Other | 9307 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 166731 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 137738 | Securities |
| Other | -157424 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -19686 | TotalRevenueColumn |
| Exclusion | -$19,686 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Interest income | 900099 | 1290825 | $1,290,825 | |
| Commercial testing | 621500 | 1095676 | 1095676 | |
| Management Services | 541610 | 39517 | 39517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2426018 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 602835397 | TotalRevenueColumn |
| Related Or Exempt Function Income | 590798656 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6403753 | UnrelatedBusinessRevenue |
| Exclusion | $2,181,849 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3238347 | Total |
| Program Services | 3238347 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83950 | Total |
| Program Services | 83950 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1682810 | Total |
| Program Services | 696413 | ProgramServices |
| Management And General | 986397 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184130 | Total |
| Program Services | 184130 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248366340 | Total |
| Program Services | 225346952 | ProgramServices |
| Management And General | 22681661 | ManagementAndGeneral |
| Fundraising | 337727 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15766608 | Total |
| Program Services | 13924655 | ProgramServices |
| Management And General | 1816805 | ManagementAndGeneral |
| Fundraising | 25148 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29742225 | Total |
| Program Services | 26129684 | ProgramServices |
| Management And General | 3564116 | ManagementAndGeneral |
| Fundraising | 48425 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15984697 | Total |
| Program Services | 13779657 | ProgramServices |
| Management And General | 2182558 | ManagementAndGeneral |
| Fundraising | 22482 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174637 | Total |
| Program Services | 174637 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48239 | Total |
| Management And General | 48239 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25404 | Total |
| Program Services | 3991 | ProgramServices |
| Management And General | 21413 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54527 | Total |
| Fundraising | 54527 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69143330 | Total |
| Program Services | 38864414 | ProgramServices |
| Management And General | 30271588 | ManagementAndGeneral |
| Fundraising | 7328 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3061364 | Total |
| Program Services | 350355 | ProgramServices |
| Management And General | 2699433 | ManagementAndGeneral |
| Fundraising | 11576 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9112563 | Total |
| Program Services | 4248413 | ProgramServices |
| Management And General | 4690811 | ManagementAndGeneral |
| Fundraising | 173339 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6249954 | Total |
| Program Services | 609052 | ProgramServices |
| Management And General | 5640902 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17125515 | Total |
| Program Services | 11571035 | ProgramServices |
| Management And General | 5502344 | ManagementAndGeneral |
| Fundraising | 52136 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2270886 | Total |
| Program Services | 1859804 | ProgramServices |
| Management And General | 401956 | ManagementAndGeneral |
| Fundraising | 9126 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1567795 | Total |
| Program Services | 1382823 | ProgramServices |
| Management And General | 184356 | ManagementAndGeneral |
| Fundraising | 616 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5372450 | Total |
| Program Services | 5132401 | ProgramServices |
| Management And General | 240049 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23851706 | Total |
| Program Services | 17889198 | ProgramServices |
| Management And General | 5958428 | ManagementAndGeneral |
| Fundraising | 4080 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 998238 | Total |
| Program Services | 998238 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Medical supplies | 88793343 | 88330613 | 457040 | 5690 |
| Bad debt | 19440529 | 19423813 | 16716 | |
| Equipment lease and ren | 4898360 | 4275346 | 623014 | |
| Licenses and permits | 1176909 | 1078297 | 98612 | |
| UBI tax | 142663 | 142663 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3315431 | Total |
| Program Services | 683571 | ProgramServices |
| Management And General | 2627214 | ManagementAndGeneral |
| Fundraising | 4646 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 571872950 | Total |
| Program Services | 480402452 | ProgramServices |
| Management And General | 90713652 | ManagementAndGeneral |
| Fundraising | 756846 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22000015 | BOY |
| EOY | 24167419 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3842192 | BOY |
| EOY | 3781641 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81274812 | BOY |
| EOY | 80278346 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108333 | BOY |
| EOY | 58333 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3557714 | BOY |
| EOY | 3496249 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9029375 | BOY |
| EOY | 11076812 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4068834 | BOY |
| EOY | 5172280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 573524584 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 257617882 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275226435 | BOY |
| EOY | 315906702 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73769899 | BOY |
| EOY | 55378107 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121725789 | BOY |
| EOY | 152452866 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5839322 | BOY |
| EOY | 5104920 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28171593 | BOY |
| EOY | 26488947 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26889285 | BOY |
| EOY | 12709389 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 655503598 | BOY |
| EOY | 696072011 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54627636 | BOY |
| EOY | 65243074 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330502 | BOY |
| EOY | 2156365 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218633178 | BOY |
| EOY | 215394148 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13962739 | BOY |
| EOY | 9188968 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9759990 | BOY |
| EOY | 9305204 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26531782 | BOY |
| EOY | 32140775 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323845827 | BOY |
| EOY | 333428534 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323069202 | BOY |
| EOY | 353311977 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6691235 | BOY |
| EOY | 7350458 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1897334 | BOY |
| EOY | 1981042 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331657771 | BOY |
| EOY | 362643477 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 655503598 | BOY |
| EOY | 696072011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $51,741 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $23,281 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 75022 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | Part II-B Line 1f and 1g: Avera McKennan participates through various hospital organizations to promote legislation that would result in strengthening health care delivery systems on a national, regional, and local level. In addition, Avera McKennan representatives have provided information to the legislators regarding the purpose of the Medicare Chronic Care Practice Research Network (MCCPRN) and promoted their support for financing of MCCPRN. In addition, MCCPRN requested authorization by the legislators to request the network be initiated and run through CMS within the Innovation Center. Avera McKennan also provided information to legislators for legislative processes such as development of the above directed bill through legislative council. Another employee of McKennan testified twice, both via phone, regarding a change in the licensing law for social workers. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 9612 | BeginningBalance |
| Additions During Year | 101456 | AdditionsDuringYear |
| Distributions During Year | 99434 | DistributionsDuringYear |
| Ending Balance | 11634 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1897334 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 83708 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1981042 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2160515 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -263181 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1897334 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 5856199 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 17995249 | OtherCostOrOtherBasis |
| Book Value | 23851448 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1542926 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 283931783 | OtherCostOrOtherBasis |
| Depreciation | 122923015 | Depreciation |
| Book Value | 162551694 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 178559497 | OtherCostOrOtherBasis |
| Depreciation | 130061097 | Depreciation |
| Book Value | 48498400 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 85638930 | OtherCostOrOtherBasis |
| Depreciation | 4633770 | Depreciation |
| Book Value | 81005160 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 315906702 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Assets Limited as to Use - Avera Pooled Investments | 125103164 | F |
| Avera Home Medical Equipment | 3802287 | C |
| Interest in Avera Health Foundation | 7264057 | F |
| Investments in affiliated companies | 11721787 | C |
| Midwest Regional Imaging | 4561571 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 152452866 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Other Liabilities | $1,781,569 |
| Due to other Organizations | $1,925,398 |
| Amounts held in trust | $788,535 |
| Market value of interest swap | $8,679,458 |
| Capital lease obligation | $133,605 |
| Estimated third-party payor settlements | $13,033,700 |
| Due to affilate | $5,798,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 32140775 | TotalOfAmounts |
| Total Revenue | 602835397 | TotalRevenue |
| Total Expenses | 571872950 | TotalExpenses |
| Excess Or Deficit For Year | 30962447 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3340042 | NetUnrealizedGLOnInvestments |
| Other | -$3,316,783 | OtherAmount |
| Total Adjustments | 23259 | TotalAdjustments |
| Excess Or Deficit Per FS | 30985706 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 612675488 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3340042 | NetUnrealizedGainsInvestments |
| Other Revenues | 9050947 | OtherRevenues |
| Revenue Not Rptd F990 | 12390989 | RevenueNotRptdF990 |
| Revenue Subtotal | 600284499 | RevenueSubtotal |
| Other Revenues Not Included | 2550898 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2550898 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 602835397 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 581661597 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 11155814 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 11155814 | ExpensesNotRptdF990 |
| Expenses Subtotal | 570505783 | ExpensesSubtotal |
| Other Expenses Not Included | 1367167 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1367167 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 571872950 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part IV, Line 1b: | The organization holds funds in trust on behalf of its residents. Many small dollar transactions flow in and out of this account. The account is managed by the nursing home staff. The state has strict guidelines on how these accounts are managed. | |
| Part IV, Line 2b: | Through July 1, 2009, Avera McKennan sponsored a nonqualified retirement deferred compensation plan ("Plan") under which physicians and key management executives could elect deferred vesting dates. Due to the changes made by Congress affecting nonqualified deferred compensation benefit plans under Section 409A of the Internal Revenue Code, significant regulatory changes and requirements were imposed by IRS rules. However, the Internal Revenue Service granted a transition rule to assist in adjusting to the new rules. Under this rule, one option was that employers could discontinue the Plan, but the individual participants would be required to receive all the benefit plan balances. This option was adopted by Avera McKennan and consequently in July 2009 the Plan deferral was discontinued and all accrued benefits were distributed in August 2010 to the individual participants. Participants however were required to pay income tax on the distribution in 2009. This deferred compensation plan was established in 1996. The distribution from the plan therefore represents contributions up to 14 years plus any investment gains that have accrued on those balances over the years represented. | |
| Part V, Line 4: | The organization's endowment consists of a portion of their interest in the net assets of 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. The Organization currently does not have any board designated endowment funds. | Description of Intended Use of Endowment Funds: |
| Part X: | Avera McKennan has implemented FASB ASC 740-10 (formerly Financial Interpretation No. 48, Accounting for Uncertainty in Income Taxes). Avera McKennan undergoes an annual analysis of its various tax positions, assessing the likelihood of those positions being upheld upon examination with relevant tax authorities, as defined by ASC 740-10. Avera McKennan is subject to income taxes on income from certain unrelated business activities. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XI, Line 8 - Other Adjustments: | Book/Tax adjustments on partnerships: -489139. Equity Transfers, net: -2136931. Change in fair value of interest rate swap: -2111045. Income from grantor trust not included on financial statements: 1420332. | |
| Part XII, Line 2d - Other Adjustments: | Revenues of consolidated subsidiaries consolidated for financial statements: 12909899. Occupancy expenses included in nonoperating income on financial statements: -1367167. Change in fair value of interest rate swap: -2111045. Reclass of accumulated losses on interest rate swaps on financial statements: -380740. | |
| Part XII, Line 4b - Other Adjustments: | Change in investment in Avera Health Fdtn recorded in fund balance on f/s: 1728006. Minority interest share of gains from subsidiaries: 924071. Net income from subsidiaries eliminated on financial statements: 1298459. Management fees included in expenses on financial statements: 246588. Book/tax adjustments on partnerships: 489139. Rental expense included in revenues on financial statements: -715033. Income from grantor trust not included on financial statements: -1420332. | |
| Part XIII, Line 2d - Other Adjustments: | Expenses of consolidated subsidiaries consolidated for financial statements: 10687369. Management fees included in revenue for tax return: -246588. Rental expense included in expenses for tax return: 715033. | |
| Part XIII, Line 4b - Other Adjustments: | Occupancy expenses included in nonoperating income on financial statements: 1367167. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|
| Bentz Whaley Flessner | ||||
| Consulting services | 0 | 0 | 9027 | -9027 |
| Theodore R Muenster | ||||
| Consulting services | 0 | 0 | 45500 | -45500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 54527 | TotalRetainedByContractors |
| Total Net To Organization | -54527 | TotalNetToOrganization |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent150 | X | Pcent150 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 0 | ExpensesExceededBudget |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 9312929 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 9312929 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01690 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 48165432 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 37931236 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 10234196 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01850 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1589132 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1237078 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 352054 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00060 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 59067493 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 39168314 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 19899179 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03600 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2495811 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 248754 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2247057 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00410 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 6568325 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1555668 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5012657 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00910 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 50997236 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 42547204 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 8450032 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01530 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 3725978 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 192000 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3533978 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00640 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1363984 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1363984 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00250 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 65151334 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 44543626 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 20607708 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03740 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 124218827 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 83711940 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 40506887 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07340 | PercentOfTotalExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 97226 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 97226 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 248630 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 248630 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 345856 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 345856 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00070 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $10,066,360 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 113967063 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 100940188 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 13026875 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
Form990 Schedule H Part V Form990ScheduleHPartV (10 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Childrens HospitalChildrensHospital | Teaching HospitalTeachingHospital | Research FacilityResearchFacility | Er24 HoursEr24Hours | Critical Access HospitalCriticalAccessHospital | OtherOther |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Avera McKennan | |||||||||||
| 1325 S Cliff Ave | Sioux Falls | SD | 57117 | X | X | X | X | X | X | ||
| Avera Dells Area Health Center | |||||||||||
| 909 N Iowa Avenue | Dell Rapids | SD | 57022 | X | X | X | X | ||||
| Avera Flandreau Medical Center | |||||||||||
| 214 N Prairie | Flandreau | SD | 57028 | X | X | X | X | ||||
| Avera Hand County Memorial Hospital | |||||||||||
| 300 W 5th St | Miller | SD | 57362 | X | X | X | X | ||||
| Avera Milbank Area Hospital | |||||||||||
| 901 Virgil Ave | Milbank | SD | 57252 | X | X | X | X | ||||
| Avera Gregory Healthcare Center | |||||||||||
| 400 Park Ave | Gregory | SD | 57533 | X | X | X | X | ||||
| Avera Prince of Peace | |||||||||||
| 4500 Prince of Peace Pl | Sioux Falls | SD | 57103 | Nursing Home | |||||||
| Avera Prince of Peace Retirement Center | |||||||||||
| 4500 Prince of Peace Pl | Sioux Falls | SD | 57103 | Assisted Living | |||||||
| Avera Rosebud Country Care Center | |||||||||||
| 400 Park Ave | Gregory | SD | 57533 | Nursing Home | |||||||
| Heart Hospital of South Dakota LLC | |||||||||||
| 10720 Sikes Place Suite 300 | Charlotte | NC | 28277 | X | X | X | 1/3 owner in joint venture | ||||
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Income Based Criteria | 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. | IncomeBasedCriteria |
| Annual Community Benefit Expln | Part I, Line 6a: Part 1, 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. | AnnualCommunityBenefitExpln |
| Costing Method Used | Part I, Line 7: A combination of costing methodology was used to calculate the amounts reported in the table. A cost accounting system was used to calculate Medicaid and Means-tested Government Program expenses and shortfalls and Subsidized Health Services for our tertiary medical center. A cost to charge ratio derived from Worksheet 2, Ratio of Patient Care Cost-to-Charges was used to calculate charity care at cost for all entities and Medicaid and Means-tested Government Program expenses and shortfalls and Subsidized Health Services for any operations outside of the tertiary medical center. For all other amounts, costs and revenues as reflected by the general ledger system were used. | CostingMethodUsed |
| Subsidized Health Services Expln | Part I, Line 7g: Physician clinic costs for behavioral health services and transplant services are included in subsidized health services. Revenues of $8,348,425 and costs of $11,666,779 were included for a net community benefit of $3,318,354. Outside of the Veterans Administration hospital, we are the sole provider of hospital behavioral health services to the community, of which the clinics are an integral part of these services. Our facility is also the principal provider of transplant services throughout our service area and the clinics are a crucial component of successful pre and post transplant care. | SubsidizedHealthServicesExpln |
| Percent Of Total Expense Expln | Part I, Line 7f: Bad debt expense of $19,440,529 is included on Form 990, Part IX, line 25, column (A) but excluded for purposes of calculating this percentage. | PercentOfTotalExpenseExpln |
| Bad Debt Footnote | Part III, Line 4: Costing methodology used to report bad debt expense (at cost) was a cost to charge ratio as outlined in Worksheet 2 Ratio of Patient Care Costs to Charges.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.Note from Financial Statement:Patient and resident receivables are uncollateralized patient, resident and third-party payor obligations. Unpaid patient and resident receivables, excluding amounts due from third-party payors, with invoice dates over 90 days old have interest assessed at 1 percent per month. These interest charges are recognized as income when charged. Payments of patient and resident receivables are allocated to the specific claims identified on the remittance advice or, if unspecified, are applied to the earliest unpaid claim.The carrying amount of patient and resident receivables is reduced by a valuation allowance that reflects management's estimate of amounts that will not be collected from patients, residents and third-party payors. Management reviews patient and resident receivables by payor class and applies percentages to determine estimated amounts that will not be collected from third parties under contractual agreements and amounts that will not be collected from patients and residents due to bad debts. Management considers historical write off and recovery information in determining the estimated bad debt provision. Management also reviews accounts to determine if classification as charity care is appropriate.Part III, Lines 5, 6, and 7: The Medicare revenues received (line 5), allowable costs (line 6), and the resulting surplus (line 7) does not include a significant portion of the organization's expenses. These lines require use of the Medicare Cost Report as prepared by the required guidelines which disallows numerous costs of hospitals, particularly if they are part of an integrated system such as Avera McKennan. In these cases the entity must file a home office cost report which "steps down" overhead to non-cost report entities disproportionately to actual allowable share and essentially removing the costs from the hospital's cost report entirely. Examples of a portion of these overhead costs would be finance, business office, information technology, human resources and administration. Examples of non-cost report entities operated by Avera McKennan include clinics, home medical equipment stores, mobile imaging services, long-term care facilities, and other health care related businesses. There are also costs completely disallowed by cost report rules such as bad debt expense, Hospitalists care, marketing, CRNA's, and interest expense. Schedule H instructions also require the exclusion of $1,430,252 of Medicare losses because they are included in Schedule H, Part 1, Line 7g. Including the Medicare percentage of disallowed costs, entities which don't file a cost report but nevertheless care for Medicare patients, and the impact of the home office cost report, the Medicare shortfall is $22,649,208 as opposed to a surplus of $13,026,875. | BadDebtFootnote |
| Shortfall As Community Benefit | Part III, Line 8: Avera McKennan 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.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 CMS. | ShortfallAsCommunityBenefit |
| Debt Collection Policy | 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 it's agent shall not send, nor suggest that it will send, the unpaid bill to any outside agency if doing so may negatively impact a patient's credit. 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. Any extended payment plans offered by a hospital in settling the outstanding bills of low income, uninsured patients who qualify for financial assistance shall be interest-free so long as the repayment schedule is met. | DebtCollectionPolicy |
| General Explanation | Part V: The organization also has the following types of facilities other than those required to be licensed as healthcare facilities in the state of South Dakota:1 Behavioral Health Center1 Fitness Center1 Occupational Health Clinic33 Specialty Care clinics1 Senior apartments14 Home Medical Equipment facilities45 Primary care clinics1 Outpatient Diagnostic Imaging Center1 Free Clinic | GeneralExplanation |
| Needs Assessment | Part VI, Line 2: Community needs assessment occurs at various points in the system. Through annual strategic planning sessions, community leaders are brought in to update and educate Avera McKennan board members and administrative council on the successes, challenges, and service gaps in the community. Examples include school district officials, state health department, and community health organizations. Leaders also serve on boards of various community organizations which seek to address the health and well-being of area citizens. Local governing boards at outlying facilities, who are members of the community, discuss and help direct resources to areas of targeted needs as well. | NeedsAssessment |
| Patient Education Assistance | Part VI, Line 3: Notices are posted in English and Spanish in a visible manner in locations where there is a high volume of inpatient or outpatient admitting/registration, such as emergency departments, billing offices, admitting offices, and outpatient service settings as well as the organization website. Posted notices state that the organization has a financial assistance policy for low-income uninsured patients who may not be able to pay their bill and that this policy provides for charity care and reduced-payment for healthcare services. There is also identification of a contact phone number that a patient can call to obtain more information about the financial assistance policy and about how to apply for such assistance. Additionally, admitting staff distributes a brochure designed to help patients understand how we bill patients and provides summary information on financial assistance if you are unable to pay. Patient Advocates work with uninsured patients in our main tertiary facility to enroll them in applicable social programs and identify charity eligibility, eligibility and enrollment for county, state or federal risk pools, and eligibility for modified Medicare or Medicaid programs. | PatientEducationAssistance |
| Community Information | Part VI, Line 4: Avera McKennan's service area is a largely rural population. Services are provided through a health care network of 115 locations covering 54 communities in four states. The main tertiary facility is located in a population center of over 155,000 served by another non-profit hospital of similar size, Veterans Administration hospital, a hospital dedicated to diagnosis and treatment of heart disease, and a hospital for children with special health care needs. Outside of this population center, most of the communities served have less than 4,000 residents. The primary service area includes four counties covering approximately 2,600 square miles and contains seven federally designated medically underserved areas. The 2007 U.S. Census Bureau data estimates 8% of residents in the primary service area are at or below the poverty level. Our secondary setvice area covers an additional 17 counties in South Dakota, Iowa and Minnesota with an estimated total population of 226,000 based on U.S. Census Bureau projections for 2009. | CommunityInformation |
| Community Building Activities | Part VI, Line 5: The organization actively works to promote community building endeavors. There are numerous leaders serving on community boards throughout our service area. The organization supports several economic development organizations in its service area through donations. Additionally, the organization's workforce development program works with universities, technical schools, and local high schools to address healthcare worker shortfalls in the community. Through partnering with these organizations, Avera McKennan provides speakers, work experience for students, shadowing, career fairs and informational literature to encourage students to consider a career in healthcare and stay in the community. | CommunityBuildingActivities |
| Other Information | Part VI, Line 6: Avera McKennan is a verified Level II trauma center and operates an Emergency Center staffed 24 hours a day with board-certified emergency specialists and provides emergency care regardless of ability to pay. In addition, the facility operates both Fixed Wing and Helicopter medical air transports covering a large geographic area providing access to critical care.Through an integrated network of clinic providers the organization provides nonemergency services to the communities it serves. It makes these services accessible to the community through participation in government programs such as Medicare and Medicaid.Avera McKennan owns or leases five rural Critical Access Hospitals which provide a broad variety of inpatient and outpatient services and 24-hour emergency rooms. Telemedicine consults are also offered at rural locations in a number of medical specialties.Both in the tertiary medical center and in rural facilities, eICU technology offers constant, around-the-clock monitoring and interventions in the intensive care units from a remote care team in addition to the care they receive from their bedside team. The service is provided on a contract basis to hospitals so there is no additional charge to the patient. This enables critically ill patients to receive the highest quality care, close to home, with the support of family and friends.Avera McKennan has medical school residents in training in Internal Medicine, Family Practice, Psychiatry and Transitional Residency Programs offered in partnership with the University of South Dakota Sanford School of Medicine. Over 1,200 students in nursing, pharmacy, physician assistant programs, radiology and respiratory therapy also complete rotations at Avera McKennan. Avera McKennan has many joint agreements with institutions of higher education for both clinical and educational programming. In non-clinical areas, Avera McKennan offers unpaid internships in the areas of marketing, human resources, foundation, network operations and process excellence, working with approximately 18 institutions of higher education.Through the Avera Research Institute, physicians conduct basic research to add to the body of medical knowledge in the areas such as kidney disease and neuroscience research in regard to stress and addiction; participates in clinical trials for a variety of diseases; studies genetic precursors of mental health conditions; and also continues ongoing applied research in the area of developing a novel photochemical tissue bonding technology that has ophthalmologic and dermatological applications. Avera McKennan is also studying genetic precursors of mental health conditions which has applications in both clinical and research areas.Avera McKennan is a regional leader in offering educational programs for a variety of learners, leaders and employees. Utilizing advanced technology, many of these programs are provided electronically throughout the tri-state area. Educational sessions are offered to medical staff, employees, health care professionals, students at all levels and the general public.Avera McKennan operates a 24-hour Medical Call Center, through which patients have access to the Ask-A-Nurse program. Patients can call a toll-free number and talk personally with a Registered Nurse to ask health questions or receive general health information. Avera McKennan's web site also provides an extensive health library that consumers can access free of charge. Avera McKennan operates a health care clinic to provide free care to uninsured or underinsured people in the community. The clinic provides preventative care, diagnosis and treatment of illness and injuries, medication assistance and assistance in obtaining specialist care. The clinic also serves to train physicians, nurses and healthcare students.Surplus funds are reinvested in facilities to improve patient care.Medical staff privileges are extended to all qualified physicians in the community. The Avera McKennan Board of Trustees is principally comprised of community members from the primary service area. Members come from a variety of backgrounds ranging from private industry and banking to healthcare. | OtherInformation |
| Affiliated Health Care System | Part VI, Line 7: The communities in which the Avera system 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. | AffiliatedHealthCareSystem |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (41 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| SIOUX FALLS CATHOLIC SCHOOLS | ||||||||
| 3100 W 41st Street | Sioux Falls | SD | 57105 | 510145184 | 501(c)(3) | 602850 | Donation | |
| RONALD MCDONALD HOUSE | ||||||||
| 2001 S Norton | Sioux Falls | SD | 57105 | 460371152 | 501(c)(3) | 197395 | Donation | |
| USD FOUNDATION | ||||||||
| 1100 N Dakota | Vermillion | SD | 57069 | 466018891 | 501(c)(3) | 196000 | Donation | |
| FORWARD SIOUX FALLS | ||||||||
| PO Box 907 | Sioux Falls | SD | 57101 | 460396647 | 74000 | Donation | ||
| SIOUX EMPIRE UNITED WAY | ||||||||
| 1000 N West Ave 120 | Sioux Falls | SD | 57104 | 460233701 | 501(c)(3) | 73500 | Donation | |
| SOUTH DAKOTA STATE UNIVERSITY | ||||||||
| PO Box 2218 | Brookings | SD | 57007 | 460273801 | 501(c)(3) | 1076712 | Donation | |
| CATHOLIC DIOCESE | ||||||||
| 523 N Duluth Ave | Sioux Falls | SD | 57104 | 466000424 | 501(c)(3) | 60334 | Donation | |
| YWCA | ||||||||
| 300 W 11th Street | Sioux Falls | SD | 57104 | 460234998 | 501(c)(3) | 50000 | Donation | |
| FACE IT SIOUX FALLS | ||||||||
| PO Box 5127 | Sioux Falls | SD | 57117 | 943472044 | 501(c)(3) | 50000 | Donation | |
| RIVER OF HOPE | ||||||||
| PO Box 1597 | Sioux Falls | SD | 57101 | 263130719 | 501(c)(3) | 50000 | Donation | |
| WASHINGTON PAVILION | ||||||||
| PO Box 984 | Sioux Falls | SD | 57101 | 460435791 | 501(c)(3) | 44505 | Donation | |
| HARRISBURG ACTIVITIES FOUNDATION | ||||||||
| PO Box 479 | Harrisburg | SD | 57032 | 061749081 | 501(c)(3) | 40000 | Donation | |
| AMERICAN CANCER SOCIETY | ||||||||
| 4904 S Technopolis Drive | Sioux Falls | SD | 57106 | 131788491 | 501(c)(3) | 32350 | Donation | |
| TWELVE STEP LIVING CORPORATION | ||||||||
| 2601 S Minnesota Ave Ste 105-378 | Sioux Falls | SD | 57105 | 200293050 | 501(c)(3) | 30000 | Donation | |
| SOUTH DAKOTA SYMPHONY | ||||||||
| 315 N Main Ave Suite 204 | Sioux Falls | SD | 571046078 | 466017026 | 501(c)(3) | 21000 | Donation | |
| NATIONAL KIDNEY FOUNDATION | ||||||||
| 1100 E 21st Street Avera Doctors | Sioux Falls | SD | 57105 | 460448030 | 501(c)(3) | 20550 | Donation | Plaza 2 Ste 210 |
| SIOUX EMPIRE ARTS COUNCIL | ||||||||
| 309 E Falls Parks Drive | Sioux Falls | SD | 57104 | 460354287 | 501(c)(3) | 20000 | Donation | |
| SIOUX FALLS JAZZ & BLUES SOCIETY | ||||||||
| 123 S Main Ave Suite 204 | Sioux Falls | SD | 571046430 | 460418356 | 501(c)(3) | 15000 | Donation | |
| DAKOTA STATE UNIVERSITY | ||||||||
| 800 N Washington Avenue | Madison | SD | 570421799 | 237299995 | 501(c)(3) | 13261 | Donation | |
| JUNIOR ACHIEVEMENT OF SOUTH DAKOTA | ||||||||
| 1000 N West Ave Suite 110 | Sioux Falls | SD | 57104 | 460306352 | 501(c)(3) | 11225 | Donation | |
| NORTHWEST IOWA COMMUNITY COLLEGE | ||||||||
| 603 W Park Street | Sheldon | IA | 51201 | 421275893 | 501(c)(3) | 10500 | Donation | |
| DAKOTABILITIES | ||||||||
| 3600 S Duluth Ave | Sioux Falls | SD | 57105 | 460306216 | 501(c)(3) | 10000 | Donation | |
| THERAPEUTIC HEALING INSTITUTE | ||||||||
| 122 W 19th Street | Sioux Falls | SD | 57105 | 043807841 | 501(c)(3) | 10000 | Donation | |
| WORTHINGTON YMCA | ||||||||
| 211 11th St | Worthington | MN | 56187 | 416007596 | 501(c)(3) | 9600 | Donation | |
| SOUTH DAKOTA HUMANITIES COUNCIL | ||||||||
| 1215 Trail Ridge Rd | Brookings | SD | 57006 | 460316222 | 501(c)(3) | 9000 | Donation | |
| NAMI OF SOUTH DAKOTA | ||||||||
| PO Box 88808 | Sioux Falls | SD | 57109 | 363593027 | 501(c)(3) | 7600 | Donation | |
| SOUTH DAKOTA ACHIEVE | ||||||||
| 4100 S Western Ave | Sioux Falls | SD | 57105 | 237072116 | 501(c)(3) | 7500 | Donation | |
| DOWNTOWN SIOUX FALLS INC | ||||||||
| 230 S Phillips Ave Suite 102 | Sioux Falls | SD | 571046708 | 363627217 | 501(c)(4) | 7500 | Donation | |
| PRESENTATION SISTERS | ||||||||
| 1500 N 2nd St | Aberdeen | SD | 57401 | 460253283 | 501(c)(3) | 7500 | Donation | |
| HELPLINE CENTER | ||||||||
| 1000 N West Ave Ste 310 | Sioux Falls | SD | 57104 | 237424387 | 501(c)(3) | 6400 | Donation | |
| SOUTH DAKOTA CHAMBER OF COMMERCE | ||||||||
| PO Box 190 | Pierre | SD | 57501 | 460141180 | 501(c)(6) | 14076 | Donation | |
| FURNITURE MISSION OF SOUTH DAKOTA | ||||||||
| 209 N Nesmith | Sioux Falls | SD | 57104 | 810584500 | 501(c)(3) | 6000 | Donation | |
| SALES & MARKETING EXECUTIVES | ||||||||
| PO Box 90310 | Sioux Falls | SD | 57109 | 466012934 | 501(c)(6) | 5800 | Donation | |
| SIOUX FALLS AREA CASA | ||||||||
| PO Box 1901 | Sioux Falls | SD | 57101 | 460430647 | 501(c)(3) | 5400 | Donation | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 1701 N Beauregard Street | Alexandria | VA | 22311 | 131623888 | 501(c)(3) | 5000 | Donation | |
| CHILDRENS CARE FOUNDATION | ||||||||
| 2501 W 26th Street | Sioux Falls | SD | 57105 | 460233030 | 501(c)(3) | 5000 | Donation | |
| SOUTHEASTERN BEHAVIORAL HEALTH | ||||||||
| 2000 S Summit Ave | Sioux Falls | SD | 57105 | 460232306 | 501(c)(3) | 5000 | Donation | |
| FAMILY VISITATION CENTER | ||||||||
| 311 E 14th St | Sioux Falls | SD | 57104 | 263654937 | 501(c)(3) | 5000 | Donation | |
| SIOUX EMPIRE HOMELESS COALITION | ||||||||
| 521 N Main Ave Suite 201 | Sioux Falls | SD | 571045965 | 460448734 | 501(c)(3) | 5000 | Donation | |
| ST MARY CHURCH | ||||||||
| 812 N State Ave | Dell Rapids | SD | 57022 | 466003662 | 501(c)(3) | 5000 | Donation | |
| South Dakota Chorale | ||||||||
| 300 S Minnesota Ave | Sioux Falls | SD | 57104 | 460225435 | 501(c)(3) | 5000 | Donation | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 37 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 4 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 18 | NumberOfRecipients |
| Amount Of Cash Grant | 83950 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The governing board and management develop programs which enhance the charitable mission of the organization. Disbursement for grants or assistance for these programs are made in accordance with prescribed procedures and are subject to conditions established by the organization's governing board and management, which are designed to ensure that individuals and organizations receiving grants or assistance are adequately investigated to ensure that they are qualified recipients. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kim Pederson MD | |||||||||||||
| 304723 | 0 | 0 | 0 | 1637 | 0 | 19091 | 0 | 13912 | 0 | 339363 | 0 | 0 | 0 |
| Fredrick W Slunecka | |||||||||||||
| 0 | 595304 | 0 | 0 | 0 | 13615 | 0 | 12187 | 0 | 16092 | 0 | 637198 | 0 | 0 |
| Julie N Norton | |||||||||||||
| 245497 | 0 | 0 | 0 | 103395 | 0 | 19091 | 0 | 20548 | 0 | 388531 | 0 | 26571 | 0 |
| Judy Blauwet | |||||||||||||
| 240138 | 0 | 0 | 0 | 237878 | 0 | 14191 | 0 | 17029 | 0 | 509236 | 0 | 36221 | 0 |
| David Flicek | |||||||||||||
| 362660 | 0 | 0 | 0 | 57826 | 0 | 14191 | 0 | 20607 | 0 | 455284 | 0 | 41691 | 0 |
| Steve Petersen | |||||||||||||
| 164829 | 0 | 0 | 0 | 1400 | 0 | 10441 | 0 | 19608 | 0 | 196278 | 0 | 0 | 0 |
| Patricia Jagoe | |||||||||||||
| 172862 | 0 | 0 | 0 | 786 | 0 | 12462 | 0 | 15607 | 0 | 201717 | 0 | 0 | 0 |
| Michael Puumala MD | |||||||||||||
| 1039240 | 0 | 0 | 0 | 69906 | 0 | 19091 | 0 | 15607 | 0 | 1143844 | 0 | 43500 | 0 |
| Kelly McCaul MD | |||||||||||||
| 913319 | 0 | 0 | 0 | 222945 | 0 | 19091 | 0 | 5899 | 0 | 1161254 | 0 | 72500 | 0 |
| Brian Knutson MD | |||||||||||||
| 935538 | 0 | 0 | 0 | 366171 | 0 | 19091 | 0 | 18607 | 0 | 1339407 | 0 | 65842 | 0 |
| Daniel Tynan MD | |||||||||||||
| 1255615 | 0 | 0 | 0 | 71299 | 0 | 19091 | 0 | 16358 | 0 | 1362363 | 0 | 43500 | 0 |
| Leonard Gutnik MD | |||||||||||||
| 698799 | 0 | 0 | 0 | 374688 | 0 | 14191 | 0 | 16280 | 0 | 1103958 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part III | ReturnReference |
| Explanation | Schedule J, Part I Line 3: The President & CEO's compensation is paid by a related organization, Avera Health. Avera McKennan relied on the related organization for determining the compensation for the President & CEO using the methods described in Part I, Line 3. Schedule J, Part I Line 4b: Julie Norton - $102,510 Judy Blauwet - $233,542 David Flicek - $55,777 Michael Puumala, MD - $64,997 Brian Knutson, MD - $363,391 Leonard Gutnik, MD - $366,945 Daniel Tynan, MD - $66,063 Kelly McCaul, MD - $219,784 Through July 1, 2009, Avera McKennan sponsored a nonqualified retirement deferred compensation plan ("Plan") under which physicians and key management executives could elect deferred vesting dates. Due to the changes made by Congress affecting nonqualified deferred compensation benefit plans under Section 409A of the Internal Revenue Code, significant regulatory changes and requirements were imposed by IRS rules. However, the Internal Revenue Service granted a transition rule to assist in adjusting to the new rules. Under this rule, one option was that employers could discontinue the Plan, but the individual participants would be required to receive all the benefit plan balances. This option was adopted by Avera McKennan and consequently in July 2009 the Plan deferral was discontinued and all accrued benefits were distributed in August 2010 to the individual participants. Participants however were required to pay income tax on the distribution in 2009. This deferred compensation plan was established in 1996. The distribution from the plan therefore represents contributions up to 14 years plus any investment gains that have accrued on those balances over the years represented. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| Michael Puumala | ||||||
| physician recruitment | X | $100,000 | 31250 | 0 | 1 | 1 |
| Daniel Tynan | ||||||
| physician recruitment | X | $100,000 | 27083 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 58333 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Michael Bender | |||
| Board Member | 208716 | property lease | 0 |
| Surgical Institute of SD | |||
| Entity controlled by two Board Members | 879154 | trauma contract and acute surgical services contract | 0 |
| Victoria Petersen | |||
| Family of Key Employee | 34817 | employee compensation | 0 |
| Agnes Klein | |||
| Family of Board Member | 35843 | employee compensation | 0 |
| Alexander Petersen | |||
| Family of Key Employee | 21003 | employee compensation | 0 |
| James Hartung | |||
| Family of Key Employee | 80310 | employee compensation | 0 |
| Sioux Falls Construction Co | |||
| Board member is an officer of the entity | 34991289 | Construction | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part III, line 2 | New Program Services | In August of 2009 a surgicalist program was added. In July of 2009 Avera McKennan added urogynecology. In July of 2009 Avera Health, a related organization, received funds from the Helmsley Grant to provide eCARE. Avera harnesses the latest interactive video and computer technology to extend specialty care to rural locations through eServices, also known as telemedicine. This includes Avera eICU CARE, eConsult, eEmergency, ePharmacy and eStroke. The start-up of these services were funded by grants and support from Avera Health, as these programs are not revenue producing at this time. With the exception of eConsult in which patients can have a physician consult via telemedicine, participating hospitals pay a contract fee, and patients are not billed additionally for these services. Patients benefit from having additional specialty care for their case. eServices also allow patients to remain in their home community rather than travel to a larger city for care. |
| Form 990, Part VI, Section A, line 2 | Gene Jones, Jr. and Fred Thurman - business relationship Dave Strand, MD and Brad Thaemert, MD - business relationship Tom Dempster, Fred Slunecka, and Fred Thurman - business relationship | |
| Form 990, Part VI, Section A, line 6 | The sole member of the organization is Avera Health, a nonprofit corporation organized and existing under the laws of the state of South Dakota and exempt under 501(c)(3) of the Internal Revenue Code of 1986, as amended. | |
| Form 990, Part VI, Section A, line 7a | Avera Health, as the sole member, has the power to appoint and remove, with or without cause, members of the board of directors. | |
| Form 990, Part VI, Section A, line 7b | Avera Health has the following rights as the Member. 1) To approve the adoption, amendment or repeal of the statements of philosophy, mission and values of Corporation; 2) To initiate the adoption, amendment or repeal of any provision of the Articles of Incorporation or Bylaws of Corporation, and to give final approval of any such action with respect thereto; 3) To approve and act upon the alienation of real property and precious artifacts under the canonical stewardship of the Sisters of the Presentation of the Blessed Virgin Mary of Aberdeen, South Dakota ("Presentation Sisters") or the Benedictine Sisters of Sacred Heart Monastery ("Benedictine Sisters"), pursuant to the policies established by the Member; 4) To approve any plan of merger, consolidation or dissolution of the Corporation, or the divestiture of a sponsored work or ministry associated with the Corporation; 5) To approve the creation of new sponsored works or ministries to be conducted by or under the authority of the Corporation; 6) To appoint and remove, with or without cause, the Board of Directors of the Corporation. 7) To appoint and/or remove, with or without cause, the President and Chief Executive Officer of the Corporation. 8) To approve operating/capital budgets and strategic plans of the Corporation. 9) To approve expenditures outside of operating and capital budgets exceeding defined thresholds according to policy which may be adopted from time to time by the Member. 10) To approve acquisitions, sales and leases, according to policy which may be adopted from time to time by the Member. 11) To establish and maintain employee benefit programs. 12) To establish and maintain insurance programs. 13) To approve major community fund drives. 14) To approve the appointment of auditors. 15) To adopt policies designed to effectuate the reserved powers of the Member. | |
| Form 990, Part VI, Section B, line 11 | Form 990 is reviewed by the CEO, CFO and Director of Financial Reporting. After the initial review, a draft is provided to the finance committee for their review. The return is provided to the full 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 System. Annually the Compensation Committee of Avera Health, which is comprised of six (6) System Members appointed by the Religious Orders, meets with an independent consultant regarding fair market value of officers and key employees. The Compensation Committee approves all salaries based on comparable data and documents the basis for their decision in meeting minutes. The CFO and key employees are compensated by Avera McKennan. Annually, the Compensation Committee of Avera McKennan, which is comprised of board members, meets to review compensation of executives and physicians. Avera McKennan compares its compensation plan to other healthcare organizations similar in size and complexity to Avera McKennan on a national basis to ensure compensation is comparable. Avera McKennan utilizes multiple salary surveys and an independent compensation consultant to provide a market analysis for each executive's suggested pay or pay range. Individual salaries reflect related education and experience, as well as the scope of the duties to assure amounts paid are reasonable. | |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents, conflict of interest policy, and financial statements are not made available to the general public. | |
| Schedule G, Part I, Line 2b, Column (v) | Explanation of Fundraising Payments | Bentz Whaley Flessner assisted with a feasibility study, consulted for the cancer capital campaign and other foundation functions. Theodore Muenster assisted in reorganizing the foundation department, developed job descriptions, policies and procedures and was involved in some specific in-person solicitations. |
| Form 990, Part III | Continuation of Statement of Exempt Purpose Achievements - Line 4a Prenatal and delivery care: Because early and regular prenatal care is important to prevent premature birth, Avera McKennan collaborates in a community effort to provide obstetrics care for women who do not qualify for Medicaid, but cannot afford health insurance. The program offers prenatal care, and hospital labor and delivery for a low fee of $950. Women receive care whether they can cover any or all of the fee. Care is provided primarily by first-year family practice residents, supervised by experienced physicians. Through this program in 2010, Avera McKennan assisted with 79 births and provided 759 prenatal and post-partum visits. Avera Family Wellness: This program combines positive activities like violin lessons with family coaching at no charge for children in early childhood programs in the Sioux Falls School District. The goal is to prevent or lessen the effects of behavioral health conditions on children and families by fostering a positive environment. In the 2009-10 school year, 141 students were served, and 183 are being served in the 2010-11 school year. The Walsh Family Village: This hospitality house complex adjacent to the Avera McKennan campus provides a home away from home for patients and their families who come for care at Avera McKennan from outside of Sioux Falls. The project was funded by donations and is operated by Avera McKennan. Ten guest rooms are available. Avera McKennan also donates use of a building in the complex for a Ronald McDonald House for families of pediatric patients. If they can afford it, guests are charged a low fee of $46.50 per night. If they cannot afford the expense, the cost of the room is waived. Employees regularly donate non-perishable food items to stock a food pantry for guests. In 2010, the Walsh Family Village served 7,378 guests, staying in 3,669 nightly rooms. Support of Indian Reservations: In 2010, Avera McKennan delivered three truckloads of excess medical equipment, furniture, clothing and supplies to Indian reservations in South Dakota. With truck rental and fuel expense, each trip cost approximately $1,000 in addition to the donations. Community Connections: Avera McKennan reaches out to people and communities throughout eastern South Dakota, southwestern Minnesota and northwest Iowa through Home Town Connections. Providing a critical feedback link to local referring doctors, this program completes the communications links necessary to keep local health care providers current on the treatment of their patients at Avera McKennan. Community Benefits: Avera McKennan provides additional community benefits including: support of youth programs; homeless programs; community arts programming; health prevention; awareness and education about cancer, heart disease and other conditions; and support of the Sioux Empire United Way and other services in the region. Donations toward these efforts totaled $1,766,000 in 2010. Preschool vision and hearing screening: Avera McKennan provided free screening for 341 preschool children in fiscal year 2010. | |
| Form 990, Part VI, Question 16 | 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, Schedule R, Part V, Line 2, Column c | The amounts reported in column c are reported based on a review of general ledger activity in intercompany accounts, and review of equity accounts for contributions and distributions. | |
| 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 McKennan, Avera St. Luke's, Avera Queen of Peace, and Avera Sacred Heart. In accordance with IRS Instructions, information related to the tax exempt bond reporting is being reported on Avera Health's tax return (EIN 46-0422673). |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| Avera Health Foundation | |||||||||
| 3900 West Avera Drive STE 300 | Sioux Falls | SD | 57108 | 460367530 | grant making | SD | 501(c)(3) | 7 | N/A |
| Avera St Anthony's Hospital | |||||||||
| 300 N 2nd Street | ONeill | NE | 68763 | 470463911 | healthcare services | NE | 501(c)(3) | 3 | N/A |
| Avera Holy Family | |||||||||
| 826 North 8th Street | Estherville | IA | 51334 | 420680370 | healthcare services | IA | 501(c)(3) | 3 | N/A |
| Avera Holy Family Foundation | |||||||||
| 826 North 8th Street | Estherville | IA | 51334 | 421317452 | fundraising | IA | 501(c)(3) | 9 | N/A |
| St Benedict Hospital Inc | |||||||||
| 401 West Glynn Drive | Parkston | SD | 57366 | 460226738 | healthcare services | SD | 501(c)(3) | 3 | N/A |
| St Benedict Health Center Foundation | |||||||||
| West Glynn Drive PO Box B | Parkston | SD | 57366 | 460458725 | support health related services | SD | 501(c)(3) | 11a | N/A |
| Avera Health | |||||||||
| 3900 West Avera Drive STE 300 | Sioux Falls | SD | 57108 | 460422673 | promotion of health | SD | 501(c)(3) | 9 | N/A |
| Avera Queen of Peace | |||||||||
| Fifth and Foster | Mitchell | SD | 57301 | 460224604 | healthcare services | SD | 501(c)(3) | 3 | N/A |
| Sacred Heart Health Services | |||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460225483 | healthcare services | SD | 501(c)(3) | 3 | N/A |
| Sacred Heart Rural Health Clinics | |||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460423930 | clinic services | SD | 501(c)(3) | 3 | N/A |
| Health Management Services | |||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460399291 | adult daycare and homemaking services | SD | 501(c)(3) | 9 | N/A |
| Avera Education and Staffing Solutions | |||||||||
| 1000 W 4th Street Suite 9 | Yankton | SD | 57078 | 460337013 | healthcare education | SD | 501(c)(3) | 9 | N/A |
| Benedictine Health Foundation | |||||||||
| 1017 West Fifth Street | Yankton | SD | 57078 | 460370373 | support for organizations providing health care services | SD | 501(c)(3) | 11b | N/A |
| Avera St Luke's | |||||||||
| 305 South State Street | Aberdeen | SD | 57401 | 460224598 | healthcare services | SD | 501(c)(3) | 3 | N/A |
| Avera Workers' Compensation Trust | |||||||||
| 3900 West Avera Drive | Sioux Falls | SD | 57108 | 460407148 | economical coverage of workers' compensation claims | SD | 501(c)(3) | 11b | N/A |
| Avera Marshall | |||||||||
| 300 S Bruce Street | Marshall | MN | 56258 | 410919153 | healthcare services | MN | 501(c)(3) | 3 | N/A |
| Avera Marshall Foundation | |||||||||
| 300 South Bruce Street | Marshall | MN | 56258 | 411784801 | fundraising | MN | 501(c)(3) | 7 | N/A |
Form990 Schedule R Part III Form990ScheduleRPartIII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | related | 378675 | 4613420 | 0 | $78,164 | 1 | |
| Midwest Regional Imaging Services LLC | ||||||||||||||
| 1325 S Cliff Ave PO Box 5045 | Sioux Falls | SD | 57117 | 470874983 | health care - medical imaging | SD | N/A | related | 863778 | 5324816 | 0 | 1 | ||
| Mersco Medical of Pierre LLC | ||||||||||||||
| 329 E Dakota | Pierre | SD | 57501 | 460444002 | medical services - home medical equipment | SD | N/A | related | 71414 | 242582 | 0 | $20,194 | 1 | |
| Avera Home Medical Equipment of Floyd Valley Hospital LLC | ||||||||||||||
| 714 Lincoln St NE | Lemars | IA | 51031 | 820582350 | medical services - home medical equipment | IA | related | 11529 | 87962 | 0 | $3,239 | 1 | Avera Home Medical Equipment LLC | |
| Avera Home Medical Equipment of Estherville LLC | ||||||||||||||
| PO Box 5045 | Sioux Falls | SD | 57117 | 201686097 | medical services - home medical equipment | SD | related | 17481 | 145696 | 0 | $5,155 | 1 | Avera Home Medical Equipment LLC | |
| Avera Home Medical Equipment of Sioux Center LLC | ||||||||||||||
| 38 19th St SW | Sioux Center | IA | 51250 | 753203100 | medical services - home medical equipment | IA | related | 30262 | 103239 | 0 | $9,821 | 1 | Avera Home Medical Equipment LLC | |
| Avera Home Medical Equipment of Marshall LLC | ||||||||||||||
| 1104 East College Drive | Marshall | MN | 56258 | 205271924 | medical services - home medical equipment | MN | related | 81204 | 293619 | 0 | $24,796 | 1 | Avera Home Medical Equipment LLC | |
| Q&M Properties LLC | ||||||||||||||
| 525 North Foster | Mitchell | SD | 57301 | 731652049 | medical clinic building | SD | N/A | |||||||
| Surgical Associates Endoscopy Clinic LLC | ||||||||||||||
| 310 S Pennsylvania St | Aberdeen | SD | 57401 | 460461429 | surgical associates | SD | N/A | |||||||
| Avera Home Medical Equipment of Spencer Hospital LLC | ||||||||||||||
| 2400 S Minnesota Avenue 102 | Sioux Falls | SD | 57117 | 800619999 | medical services - home medical equipment | SD | related | 30502 | 0 | 1 | Avera Home Medical Equipment LLC | |||
| Marshall Medical Services LLC | ||||||||||||||
| 300 S Bruce St | Marshall | MN | 56258 | 208874448 | Medical Services | MN | N/A | |||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| Accounts Management Inc | ||||||||
| 5132 S Cliff Ave Suite 101 | Sioux Falls | SD | 57108 | 460373021 | collection agency | SD | N/A | C |
| 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 |
| Avera Property Insurance Inc | ||||||||
| 610 W 23rd St Ste 1 PO Box 38 | Yankton | SD | 57078 | 460463155 | insurance | SD | N/A | C |
| Avera Pace Inc | ||||||||
| 3900 West Avera Drive | Sioux Falls | SD | 57108 | 460341869 | healthcare services | SD | N/A | C |
| Valley Health Services | ||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460357149 | Medical Equipment | SD | N/A | C |
| Northern Dakota Health Company | ||||||||
| 305 S State Street | Aberdeen | SD | 57401 | 460385179 | Clinics | SD | N/A | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Avera Home Medical Equipment LLC | |
| A | 290746 |
| Midwest Regional Imaging Services LLC | |
| K | 115324 |
| Avera Home Medical Equipment LLC | |
| K | 131301 |
| Midwest Regional Imaging Services LLC | |
| Q | 262677 |
| Avera Home Medical Equipment LLC | |
| Q | 4237214 |
| Midwest Regional Imaging Services LLC | |
| R | 497286 |
| Avera Home Medical Equipment LLC | |
| R | 4395473 |
| Midwest Regional Imaging Services LLC | |
| B | 3039942 |
| Midwest Regional Imaging Services LLC | |
| C | 385560 |
| Avera Home Medical Equipment LLC | |
| C | 1305285 |