SACRED HEART HEALTH SERVICES: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SACRED HEART HEALTH SERVICES (EIN 46-0225483)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201121339349303927
- 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 H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T16:03:53-05:00 | 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 | 460225483 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sacred Heart Health Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SACR | NameControl |
| Phone | 6056688000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Summit Street | AddressLine1 |
| City | Yankton | City |
| State | SD | State |
| ZIP Code | 57078 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Pamela J Rezac | Name |
| Title | CEO | Title |
| Phone | 6056688000 | 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 |
| Date Prepared | 2011-05-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avera Sacred Heart Hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Pamela J Rezac | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Summit Street | AddressLine1 |
| City | Yankton | City |
| State | SD | State |
| ZIP Code | 57078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 89101633 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | www.averasacredheart.com | 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 | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1016 | TotalNbrEmployees |
| Total Nbr Volunteers | 393 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 308210 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 537621 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 78863712 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 86234554 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1443577 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1942062 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 256350 | OtherRevenuePriorYear |
| Other Revenue Current Year | -371345 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 80871849 | TotalRevenuePriorYear |
| Total Revenue Current Year | 88342892 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 271095 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 70550 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 41012497 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 43438643 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32298762 | OtherExpensePriorYear |
| Other Expenses Current Year | 37746072 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 73582354 | TotalExpensesPriorYear |
| Total Expenses Current Year | 81255265 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7289495 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7087627 | RevenuesLessExpensesCY |
| Total Assets BOY | 197400958 | TotalAssetsBOY |
| Total Assets EOY | 207545147 | TotalAssetsEOY |
| Total Liabilities BOY | 27562709 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27518006 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 169838249 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 180027141 | 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 | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 63250034 | Expense |
| Grants | 70550 | Grants |
| Revenue | 86234554 | Revenue |
| Description | Avera Sacred Heart Hospital (Sacred Heart Health Services) leads delivery of healthcare to its region through over 932 employees (as well as 63 physicians on its active medical staff) which coordinate care to deliver patient care as an integrated unit. Avera Sacred Heart and its affiliates (referred to collectively as Sacred Heart Health Services) also work seamlessly to meet the needs of the communities they serve in southeast South Dakota and northeast Nebraska. In addition, Avera Sacred Heart includes two nursing homes and a congregate housing facility. It also manages three hospitals and two nursing homes. Avera Sacred Heart operates under the tenets of the Roman Catholic Church and in accordance with the philosophy and values established for Avera Health, a sponsored health ministry of the Benedictine and Presentation Sisters. Avera Sacred Heart engages in activities designed to improve the health of the individuals and communities that it serves in response to a calling to heal the sick, the elderly and the oppressed.Requirements of the IRS community benefit standard for tax-exempt organizations are integral to Avera Sacred Heart Hospital's larger charitable mission of improving health and quality of life. Specifically, Avera Sacred Heart is governed by an independent board including community leaders, business and clinical healthcare experts. The Board has a history of commitment to act with the highest integrity and has been proactively evaluating opportunities to voluntarily adopt governance best practices for the benefit of the community.Avera Sacred Heart makes medical care accessible to the entire community it serves regardless of ability to pay, of which there were 14,938 hospital patient days and 67,553 nursing home resident days in FY'10.Avera Sacred Heart operates a full-time emergency department, which provides emergency care regardless of ability to pay. In August 2006, Avera Sacred Heart opened a new, state-of-the-art Emergency Department, which provides faster service and more privacy for patients. In FY '10, there were 9,864 visits. In 2009, the Avera Sacred Heart Hospital Emergency Department was awarded the Summit Award from Press Ganey & Associates for maintaining patient satisfaction scores at the 99th percentile in the nation over a period of three consecutive years. Avera Sacred Heart provides clinical services needed to operate the Emergency Center and provides on-site emergency medical, rescue and medical transportation services. In addition, Avera Sacred Heart, through its integrated network of providers, provides non-emergency services to the community it serves. It makes these services accessible to the community through participation in government programs like Medicare and Medicaid, regardless of ability to pay. Avera Sacred Heart's charity care policy provides discounted and free services to patients who lack the resources to be fully responsible for the health care they receive. The charity care policy is designed to ensure the entire community served by Avera Sacred Heart has access to needed healthcare services. The Avera Sacred Heart Board of Directors oversees services delivered under the charity care policy including assessing community needs, approving eligibility criteria and monitoring the effectiveness of the program in providing community access to medical care. Eligibility for discounted or free services under the charity care policy is based on income levels and family size. In addition, an automatic discount off charges is provided to any patient that is determined to not have insurance of any type. Applications for coverage under the program may be obtained at any Avera Sacred Heart patient registration area or by calling the Avera Sacred Heart Business Office. Avera Sacred Heart maintains records to identify and monitor the level of care provided under the charity care policy. Avera Sacred Heart had charges forgone for charity for the year ended June 30, 2010 of approximately $2,168,699.Avera Sacred Heart takes its mission to improve the health and quality of life of the people it serves a step further by reaching out to meet the broad health needs of the community. It strives to identify community needs beyond basic health care, respond to them, aiming to make a positive, life-enhancing difference in the community. Avera Sacred Heart takes a strategic, community needs-based approach to delivering benefits to the community. Avera Sacred Heart Hospital demonstrates its commitment to providing community benefit through specific accomplishments:E-Technology: Avera Sacred Heart started with its eICU program three years ago. eICU is a telemedicine-based system that aids in the care of ICU patients at Avera Sacred Heart and across the Avera system. Patients receive constant, around-the-clock monitoring and interventions from a remote care team in addition to the care they receive from their bedside team. In addition, Avera Sacred Heart Hospital, along with St. Michael's Hospital/Avera and Wagner Community Memorial Hospital/Avera, has launched an eStroke program that will enable patients suffering strokes to be more quickly diagnosed and treated through the use of telemedicine. Teaching Hospital: Avera Sacred Heart is a teaching hospital, which reflects a strong commitment to education, research and a high level of care. In the summer of 2007, the hospital opened the new Avera Professional Office Pavilion & Education Center to enhance their commitment to medical education. The Avera Pavilion is the new home of the unique Yankton Ambulatory Program for the third-year medical students of the Sanford School of Medicine of The University of South Dakota. The program challenges medical students to solve clinical problems and experience the doctor-patient relationship through the year. Yankton is only one of three communities in the state where a campus is provided for the Sanford School of Medicine. The office for the Dean of the Yankton Ambulatory Program of the Avera Sacred Heart Yankton Campus is now located on the first floor of the Pavilion. Study space for the medical students is adjacent to the ASHH Medical Library. A unique component to the Pavilion is the expansion and enhancement of educational facilities. Along with a 116-seat auditorium, there are also three conference rooms, all equipped with the latest in audiovisual technology. Residency/Health Professions Training: At any one time, 10 to 15 Sanford School of Medicine of The University of South Dakota medical studentsare in training at Avera Sacred Heart Hospital. In addition, students in nursing, pharmacy, physician assistant programs, radiology and respiratory therapy also affiliate here. Avera Sacred Heart also has a Radiology Technologist School, which graduates 6 to 8 new radiology technologists each year.Preventive Care a Priority: Avera Sacred Heart has taken steps to enhance preventive care for people of all ages through the many educational programs, health screenings and fairs that are held throughout the year. Avera Sacred Heart holds screenings throughout the region at their rural health clinics as well as in Yankton. The hospital is now connected to the Ask-A-Nurse program that provides general information concerning health-related topics. Our web site incorporates the 'ADAM' software that provides a unique level of health-related information to the consumer. In 2009, Avera Sacred Heart Hospital introduced Planet Heart (in conjunction with the Avera Heart Hospital) and an in-house cardiovascular screening package to keep the people we served better informed about their health. Based on community needs, we are continually striving to provide more preventative tools and risk assessments to our population.(continued on page 8 of Schedule O) | Description |
| Total Program Service Expense | 63250034 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 | 119 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1016 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jamie A Schaefer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6056688776 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Summit | AddressLine1 |
| City | Yankton | City |
| State | SD | State |
| ZIP Code | 57078 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 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 |
|---|---|---|---|---|---|---|---|---|
| Mary Pat Bierle | ||||||||
| Chair | 2.00 | X | X | 0 | 0 | 0 | ||
| Amy Freeburg | ||||||||
| Vice Chair | 2.00 | X | X | 0 | 0 | 0 | ||
| Rob Stephenson | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Sr Mary Kay Panowicz | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Sr Correne Lemmer | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Jim Means | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| John Nagengast | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Michael Schurrer | ||||||||
| Board Member/Physician | 40.00 | X | 254913 | 0 | 30013 | |||
| Randy Schapp | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Marty Jans | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Sr Lucille Welbig | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Sr Lynn Marie Welbig | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Pamela J Rezac | ||||||||
| President & CEO | 60.00 | X | 0 | 387249 | 27794 | |||
| David A Timpe | ||||||||
| Sec/Treas & SrVP Finance-partial yr | 40.00 | X | 30720 | 0 | 0 | |||
| Doug Doorn | ||||||||
| Sec/Treas & SrVP Finance-partial yr | 40.00 | X | 139413 | 0 | 13467 | |||
| Douglas Ekeren | ||||||||
| VP Network Services | 52.00 | 169590 | 0 | 24977 | X | |||
| Barbara Larson | ||||||||
| VP Patient Care Services | 52.00 | 167629 | 0 | 5150 | X | |||
| Michael Peterson | ||||||||
| Physician | 40.00 | 427007 | 0 | 29210 | X | |||
| Barry A Graham | ||||||||
| VP Medical Affairs (Physician) | 40.00 | 245544 | 0 | 5399 | X | |||
| Gregory Erickson | ||||||||
| Physician | 40.00 | 220691 | 0 | 27077 | X | |||
| Scott Hiltunen | ||||||||
| Physician | 40.00 | 221894 | 0 | 27178 | X | |||
| Mark Doohen | ||||||||
| Physician | 40.00 | 186964 | 0 | 26774 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2064365 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 387249 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 217039 | TotalOtherCompensation |
| Number Individuals GT100 K | 30 | 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 |
|---|---|---|---|---|---|
| Yankton Anesthesiology PC | |||||
| 1000 W 4th St Suite 13 | Yankton | SD | 57078 | Medical Services | 1552315 |
| Medicus Radiology Service | |||||
| 7 Industrial Way Unit 5 | Salem | NY | 03079 | Medical Services | 441609 |
| BWBR Architects | |||||
| Lawson Commons | St Paul | MN | 551021996 | Architectural Services | 373627 |
| Carol Browning MD | |||||
| 1625 Reading Blvd | Wyomissing | PA | 19610 | Medical Services | 331237 |
| Thomas J Posch MD | |||||
| 234 Marina Dell Ave | Yankton | SD | 57078 | Medical Services | 306950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Government Grants | 92846 | GovernmentGrants |
| All Other Contributions | 444775 | AllOtherContributions |
| Total Contributions | 537621 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Net patient service re | 621500 | 83615978 | 83615978 |
| Nonmedical outreach | 900099 | 1507994 | 1507994 |
| Interest in Benedictin | 900099 | 1217707 | 1217707 |
| Other revenue | 900099 | 458668 | 458668 |
| Loss from affiliates | 900099 | -565793 | -565793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 86234554 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1952877 | TotalRevenueColumn |
| Exclusion | $1,952,877 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 376581 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 747926 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -371345 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -371345 | TotalRevenueColumn |
| Exclusion | -$371,345 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 10815 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -10815 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -10815 | TotalRevenueColumn |
| Exclusion | -$10,815 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88342892 | TotalRevenueColumn |
| Related Or Exempt Function Income | 86234554 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,570,717 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70550 | Total |
| Program Services | 70550 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 981054 | Total |
| Program Services | 299258 | ProgramServices |
| Management And General | 681796 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56955 | Total |
| Program Services | 56955 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34692227 | Total |
| Program Services | 26940913 | ProgramServices |
| Management And General | 7751314 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 891608 | Total |
| Program Services | 693307 | ProgramServices |
| Management And General | 198301 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4659390 | Total |
| Program Services | 3588478 | ProgramServices |
| Management And General | 1070912 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2157409 | Total |
| Program Services | 1650418 | ProgramServices |
| Management And General | 506991 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2551 | Total |
| Management And General | 2551 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24474 | Total |
| Management And General | 24474 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9092692 | Total |
| Program Services | 5171967 | ProgramServices |
| Management And General | 3920725 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 481249 | Total |
| Program Services | 7848 | ProgramServices |
| Management And General | 473401 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7801380 | Total |
| Program Services | 6277701 | ProgramServices |
| Management And General | 1523679 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12838 | Total |
| Program Services | 12838 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1557350 | Total |
| Program Services | 210303 | ProgramServices |
| Management And General | 1347047 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341532 | Total |
| Program Services | 259372 | ProgramServices |
| Management And General | 82160 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407658 | Total |
| Program Services | 122038 | ProgramServices |
| Management And General | 285620 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789251 | Total |
| Program Services | 767942 | ProgramServices |
| Management And General | 21309 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6603696 | Total |
| Program Services | 6603696 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 727240 | Total |
| Program Services | 727240 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Medical Supplies | 7156278 | 7156278 | |
| Bad Debt | 2059819 | 2059819 | |
| Miscellaneous | 342269 | 342269 | |
| Equipment Lease and Ren | 273092 | 163277 | 109815 |
| Licenses and Permits | 72703 | 67567 | 5136 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81255265 | Total |
| Program Services | 63250034 | ProgramServices |
| Management And General | 18005231 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604412 | BOY |
| EOY | 297909 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12763654 | BOY |
| EOY | 11131387 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9070 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 640002 | BOY |
| EOY | 818832 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187953 | BOY |
| EOY | 227877 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 121440085 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 72207243 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52458781 | BOY |
| EOY | 49232842 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10273632 | BOY |
| EOY | 12618837 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119022334 | BOY |
| EOY | 131742487 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 398174 | BOY |
| EOY | 546969 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 695902 | BOY |
| EOY | 632157 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 347044 | BOY |
| EOY | 295850 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197400958 | BOY |
| EOY | 207545147 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8409746 | BOY |
| EOY | 8429251 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 484638 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16083481 | BOY |
| EOY | 15665427 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3069482 | BOY |
| EOY | 2938690 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27562709 | BOY |
| EOY | 27518006 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159753003 | BOY |
| EOY | 168717932 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9628990 | BOY |
| EOY | 10852413 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 456256 | BOY |
| EOY | 456796 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169838249 | BOY |
| EOY | 180027141 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197400958 | BOY |
| EOY | 207545147 | 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 | 0 | FederalGrantAuditRequired |
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 | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $31,409 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 31409 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 20906 | BeginningBalance |
| Additions During Year | 156561 | AdditionsDuringYear |
| Distributions During Year | 161870 | DistributionsDuringYear |
| Ending Balance | 15597 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 676350 | BeginningOfYearBalance |
| Contributions | 540 | Contributions |
| Investment Earnings Or Losses | 41680 | InvestmentEarningsOrLosses |
| Other Expenditures | 2113 | OtherExpenditures |
| End Of Year Balance | 716457 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 721018 | BeginningOfYearBalance |
| Contributions | 11570 | Contributions |
| Investment Earnings Or Losses | -18197 | InvestmentEarningsOrLosses |
| Other Expenditures | 38041 | OtherExpenditures |
| End Of Year Balance | 676350 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.36000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.64000 | 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) |
|---|---|---|
| Other Cost Or Other Basis | 3433742 | OtherCostOrOtherBasis |
| Book Value | 3433742 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 76263665 | OtherCostOrOtherBasis |
| Depreciation | 44889846 | Depreciation |
| Book Value | 31373819 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35484589 | OtherCostOrOtherBasis |
| Depreciation | 24414481 | Depreciation |
| Book Value | 11070108 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6258089 | OtherCostOrOtherBasis |
| Depreciation | 2902916 | Depreciation |
| Book Value | 3355173 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 49232842 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Interest in net assets of Benedictine Health Foundation | 11356112 | F |
| Sacred Heart Rural Health Clinics | 1813951 | C |
| Health Management Services | 996283 | C |
| Lewis and Clark Health Education and Service Agency | 852533 | C |
| Valley Health Services | 4363103 | C |
| Assets limited to use - Avera Pooled Investments | 111842155 | F |
| Thomas J. Kastle Living Trust | 250158 | F |
| Alycemae Kastle Trust | 268192 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 131742487 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Estimated third-party payor settlements | $2,450,000 |
| Market Value of Interest Rate Swap | $488,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2938690 | TotalOfAmounts |
| Total Revenue | 88342892 | TotalRevenue |
| Total Expenses | 81255265 | TotalExpenses |
| Excess Or Deficit For Year | 7087627 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4611392 | NetUnrealizedGLOnInvestments |
| Other | -$1,510,127 | OtherAmount |
| Total Adjustments | 3101265 | TotalAdjustments |
| Excess Or Deficit Per FS | 10188892 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 101326321 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4492184 | NetUnrealizedGainsInvestments |
| Other Revenues | 9715208 | OtherRevenues |
| Revenue Not Rptd F990 | 14207392 | RevenueNotRptdF990 |
| Revenue Subtotal | 87118929 | RevenueSubtotal |
| Other Revenues Not Included | 1223963 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1223963 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 88342892 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 90831665 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 9576400 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 9576400 | ExpensesNotRptdF990 |
| Expenses Subtotal | 81255265 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 81255265 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part IV, Line 1b: | Resident trust funds are held in a bank account and distributed upon request of resident or guardian. The intended use of these funds does not include conducting business on behalf of the organization. | |
| Part V, Line 4: | The Organization's endowment consists of various individual funds established for a variety of purposes. Its endowment represents donor-restricted endowment funds. As required by generally accepted accounting principles, net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions. | Description of Intended Use of Endowment Funds: |
| Part X: | The Organization has implemented the provisions of FASB Accounting Standards Codification Topic 740-10 (formerly Financial Interpretation No. 48, Accounting for Uncertainty in Income Taxes). The Organization 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. For the years ended June 30, 2010 and 2009, the unrecognized tax benefit accrual was zero. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XI, Line 8 - Other Adjustments: | Capital transfers, net: -1390919. Loss on Interest Rate Swap: -119208. | |
| Part XII, Line 2d - Other Adjustments: | Accumulated Loss Interest Swap: -22247. Revenues of Subsidiaries Consolidated for Financial Statements: 9737455. | |
| Part XII, Line 4b - Other Adjustments: | Change in interest in Benedictine Health Fdtn in fund balance: 1223963. | |
| Part XIII, Line 2d - Other Adjustments: | Expenses of Subsidiaries Consolidated For Financial Statements: 9576400. |
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 |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 150.000000000000 | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| 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 | 890449 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 890449 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01120 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1054622 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1012649 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 41973 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1945071 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1012649 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 932422 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01170 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 4 | NumberOfActivitiesOrPrograms |
| Persons Served | 1319 | PersonsServed |
| Total Community Benefit Expense | 52041 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3480 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 48561 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00060 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 437987 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 437987 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00550 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 493 | PersonsServed |
| Total Community Benefit Expense | 7853489 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 5952880 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1900609 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02400 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 294 | PersonsServed |
| Total Community Benefit Expense | 45251 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 13250 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 32001 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00040 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 4 | NumberOfActivitiesOrPrograms |
| Persons Served | 2106 | PersonsServed |
| Total Community Benefit Expense | 8388768 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 5969610 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2419158 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03050 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 4 | NumberOfActivitiesOrPrograms |
| Persons Served | 2106 | PersonsServed |
| Total Community Benefit Expense | 10333839 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6982259 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3351580 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04220 | PercentOfTotalExpense |
Other Other
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 6293 | NumberOfActivitiesOrPrograms |
| Total Community Building Expense | 22625 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 22625 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 6293 | NumberOfActivitiesOrPrograms |
| Total Community Building Expense | 22625 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 22625 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReported |
| Bad Debt Expense | $875,143 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 25813848 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 27483056 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -1669208 | 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 (5 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Er24 HoursEr24Hours | OtherOther |
|---|---|---|---|---|---|---|---|
| Avera Sacred Heart Hospital | |||||||
| 501 Summit Street | Yankton | SD | 57078 | X | X | X | |
| Avera Yankton Care Center | |||||||
| 1212 W 8th Street | Yankton | SD | 57078 | Long-term care | |||
| Avera Sister James Care Center | |||||||
| 2111 W 11th Street | Yankton | SD | 57078 | Long-term care | |||
| Avera Sacred Heart Majestic Bluffs | |||||||
| 2111 W 11th Street | Yankton | SD | 57078 | Assisted living | |||
| Avera Sacred Heart Hospital - Rehab Unit | |||||||
| 501 Summit Street | Yankton | SD | 57078 | Rehabilition Unit | |||
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: Charity care and unreimbursed medicaid was converted to cost using the cost to charge ratio based on prior year medicare cost report. The amounts on lines 7e-i represent expenses reported in the general ledger. | CostingMethodUsed |
| Percent Of Total Expense Expln | Part I, Line 7f: Bad debt expense of $2,059,819 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: Bad debt was converted to cost using the cost to charge ratio derived in Medicare cost report. 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: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. | BadDebtFootnote |
| Shortfall As Community Benefit | Part III, Line 8: Part III, Lines 5, 6, and 7: The Medicare revenues received (line 5), allowable costs (line 6), and the resulting shortfall (line 7) does not include a significant portion of the organization's expenses. These lines require use of the Medicare Cost Report as prepared by the required guidelines which disallows numerous costs of hospitals, particularly if they are part of an integrated system such as Sacred Heart Health Services. In these cases the entity must file a home office cost report which "steps down" overhead to non-cost report entities disproportionately to actual allowable share and essentially removing the costs from the hospitals cost report entirely. Examples of non-cost report entities operated by Sacred Heart Health Services include clinics, home medical equipment store, long-term care facilities, and other health care related businesses. There are also costs completely disallowed by cost report rules such as bad debt expense, marketing, CRNA's, and interest expense. In addition to these disallowed costs within the Hospital, Sacred Heart Health Services operates clinics, home medical equipment store, long-term care facilities, and other health care related businesses which do not file a cost report. 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 $4,522,477 as opposed to a shortfall of $1,669,208.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. Sacred Heart Health Services follows the CHA guidelines in reporting community benefits and therefore any Medicare shortfall is excluded from our community benefit report. However, Medicare is the organization's largest payer and patients with Medicare coverage are accepted regardless of whether or not a surplus or deficit is realized from providing the services. This basis therefore means providing Medicare services promotes access to healthcare services which is a key advantage for our community. | 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 intimate 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 |
| Number Of Facility Type Expln | 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 Surgery center1 Radiation oncology1 Radiology1 HME joint venture1 Adult day care service1 Senior apartments1 Clinic joint venture14 Clinics | NumberOfFacilityTypeExpln |
| Needs Assessment | Part VI, Line 2: Avera Sacred Heart Hospital includes community members on committees, boards and advisory groups to allow community reaction and input in the actions we take. We also review all data provided by the health departments regarding disease rates, mortality, morbidity, population changes, etc. There are also focus groups, consumer perception studies, patient satisfaction surveys, etc. that we do. Thru these groups we identify primary needs of the community and respond with preventative/educational information or activities for the community. | NeedsAssessment |
| Patient Education Assistance | Part VI, Line 3: The brochure "Understanding Your Health Care Bills" is provided in visible locations experiencing high volumes of inpatient or outpatient registrations such as the admitting office, the billing/business office, and emergency department as well as the organization website. Patients are also made aware of possible eligibility when given the "Patient Rights and Responsibilies" brochure upon admission. The Patient Advocate works with uninsured/underinsured patients to enroll them in applicable social service programs and/or identify charity, county or risk pool eligibility. | PatientEducationAssistance |
| Community Information | Part VI, Line 4: Avera Sacred Heart Hospital primarily serves the city and County of Yankton, SD and the surrounding South Dakota counties of Bon Homme, Charles Mix, Clay and Hutchinson, and Cedar County and Knox in Nebraska. U.S Census statistics indicate that 8.7% of the City of Yankton's individual residents fall below the federal poverty guidelines. For FY 2010, 46% of our revenue came from Medicare and Medicare Advantage plans, and 13% came from Medicaid. | CommunityInformation |
| Community Building Activities | Part VI, Line 5: The amounts reported as community building include monetary and in-kind donations to community organizations to support the needs of the community beyond the need for healthcare. These contributions strengthen the community by focusing on underlying causes of health issues. | CommunityBuildingActivities |
| Other Information | Part VI, Line 6: The Hospital board is comprised of individuals who represent the interests of the community served by the organization. The Hospital offers staff privileges to all qualified physicians in the community. Selected services such as Radiation Oncology, designated Rehabilitation Unit, and Swingbed Services would not be available in our service area unless provided by the organization. The Hospital serves all individuals regardless of their ability to pay, including 24 hour a day emergency services. The facility participates in the education of medical students from The University of South Dakota through their Yankton location. The Hospital also offers a 2 -year Radiation Technologist program that graduates approximately 6 students per year. Sacred Heart Hospital also provides clinical education for Mount Marty College students. Both programs are recognized education programs by the Centers for Medicare and Medicaid Services. The Hospital is also proud of the fact that 393 individuals chose to volunteer at the facility during FY 2010. | OtherInformation |
| Affiliated Health Care System | Part VI, Line 7: Avera is a sponsored ministry of the Benedictine and Presentation Sisters. The communities in which Avera Health operates all have unique health and community benefits needs. In keeping with Catholic Health Association guidelines, each Hospital strives to meet its community's identified needs. The corporate staff of Avera Health advocates for all members regarding community benefit related matters of state, regional and national importance. | AffiliatedHealthCareSystem |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avera Health | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 W Avera Drive | AddressLine1 |
| City | Sioux Falls | City |
| State | SD | State |
| ZIP Code | 57108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 460422673 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 24000 | AmountOfCashGrant |
| Purpose Of Grant | donation | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
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 organization only makes grants to other organizations which are also tax-exempt. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Schurrer | |||||||||||||
| 226431 | 0 | 27756 | 0 | 726 | 0 | 12564 | 0 | 17449 | 0 | 284926 | 0 | 0 | 0 |
| Pamela J Rezac | |||||||||||||
| 0 | 376453 | 0 | 0 | 0 | 10796 | 0 | 12187 | 0 | 16387 | 0 | 415823 | 0 | 0 |
| Doug Doorn | |||||||||||||
| 108978 | 0 | 0 | 0 | 30435 | 0 | 0 | 0 | 13958 | 0 | 153371 | 0 | 0 | 0 |
| Douglas Ekeren | |||||||||||||
| 151550 | 0 | 10217 | 0 | 7823 | 0 | 8387 | 0 | 16590 | 0 | 194567 | 0 | 0 | 0 |
| Barbara Larson | |||||||||||||
| 148150 | 0 | 12068 | 0 | 7411 | 0 | 0 | 0 | 5150 | 0 | 172779 | 0 | 0 | 0 |
| Michael Peterson | |||||||||||||
| 416543 | 0 | 0 | 0 | 10464 | 0 | 12564 | 0 | 16646 | 0 | 456217 | 0 | 0 | 0 |
| Barry A Graham | |||||||||||||
| 235956 | 0 | 7392 | 0 | 2196 | 0 | 2997 | 0 | 2402 | 0 | 250943 | 0 | 0 | 0 |
| Gregory Erickson | |||||||||||||
| 177439 | 0 | 42420 | 0 | 832 | 0 | 11432 | 0 | 15645 | 0 | 247768 | 0 | 0 | 0 |
| Scott Hiltunen | |||||||||||||
| 193639 | 0 | 27712 | 0 | 543 | 0 | 11433 | 0 | 15745 | 0 | 249072 | 0 | 0 | 0 |
| Mark Doohen | |||||||||||||
| 165452 | 0 | 15000 | 0 | 6512 | 0 | 9421 | 0 | 17353 | 0 | 213738 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | The organization pays travel expenses for companions of board members. The portion of expenses paid for companions is subject to tax and reported on a Form 1099. | |
| Part I, Line 4a | Doug Doorn received severence payments in the amount of $29,424. | |
| Part III | Schedule J, Part I Line 3: The President & CEO's compensation is paid by a related organization, Avera Health. Avera Sacred Heart relied on the related organization for determining the compensation for the President & CEO using the methods described in Part I, Line 3. | Supplemental Information |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Janet Jans | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Spouse of board member | Relationship |
| Amount Of Transaction | 56955 | AmountOfTransaction |
| Description Of Transaction | Employee compensation | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | Jim Means and Rob Stephenson have a business relationship. Doug Ekeren, Pamela J. Rezac and Dave Timpe have a business relationship. |
| Form 990, Part VI, Section A, line 6 | The sole member of the organization is Avera Health, a nonprofit corporation organized and existing under the laws of the state of South Dakota and exempt under 501(c)(3) of the Internal Revenue Code of 1986, as amended. |
| Form 990, Part VI, Section A, line 7a | Avera Health, as the sole member, has the power to appoint and remove, with or without cause, members of the board of directors. |
| Form 990, Part VI, Section A, line 7b | Avera Health has the following rights as 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 | The Form 990 is reviewed initially by the CEO and CFO. The return is made available to the Board of Directors for review 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 board members. The information is maintained in a database and a report is provided to the Board. |
| 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 compensation of other officers, directors, and key employees is reviewed annually. The organization utilizes the resources of an outside independent agency for market comparability. The compensation is approved within the annual budget approved by the Board. | |
| 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. |
| Form 990, Part III | Continuation of Statement of Exempt Purpose Achievements Community Education: Avera Sacred Heart reaches out to people and communities throughout southeastern South Dakota and northeastern Nebraska in a variety of ways. For the past five years, Avera Sacred Heart has partnered with HyVee Foods of Yankton and the Yankton Public School System to promote better eating habits for students and centered on the '5-to-9-a-Day' educational format. Community flu shot clinics are generally held throughout the region. Through well coordinated efforts statewide with other hospitals and state entities, Avera Sacred Heart was able to effectively distribute the vaccine doses it received in a timely and efficient manner. We are proud of our continuing 'To Be Well' health care educational series that provides education to the community on a variety of diseases and chronic conditions. Educational sessions are offered to medical staff, students, employees, health care professionals, students of all levels and the general public. Utilizing the Avera Professional Office Pavilion and Education Center, hundreds of classes involving thousands of people are provided as a community service each year. Other examples of community education include our student/youth mentoring programs and parish nursing. Partnerships with schools, churches, businesses and other organizations make many of these programs possible. One of "Most Wired" and "Most Wireless" Hospitals: Avera and Avera Sacred Heart Hospital was named "Most Wired" by Hospitals & Health Networks magazine for the 12th year in a row. The award recognizes hospitals that successfully use technology to enhance patient care and quality. As an integrated organization, Avera and Avera Sacred Heart are leaders in the implementation of the electronic patient record (EMR). In FY10, several new clinics were added to the ASHH electronic medical record system as the nation moves toward more integrated medicine. Commitment To Quality: Avera Sacred Heart is accredited by the Joint Commission and just received another three-year accreditation in 2008. In FY10, the hospital was named one of a few hospitals in the nation to achieve top decile rankings in three clinical focus areas in the CMS/Premier quality project based on its second-year scores in heart attack, heart failure and pneumonia. Transforming Care at the Bedside: Selected as one of only 68 hospitals in the nation in 2008 to participate in a national study entitled Transforming Care at the Bedside, Avera Sacred Heart nurses focus on spending more time with patients. Avera Sacred Heart Hospital is one of only two South Dakota hospitals participating in the project and continues to come up with innovative ways to provide exceptional quality care. Safety in the Workplace: The South Dakota Safety Council awarded a Governor's Safety Award to Avera Sacred Heart Hospital for excellence in workplace safety and health. Avera Sacred Heart Hospital was one of 49 employers who were recognized at the Governor's Safety Awards luncheon in 2009. Since 1993, the annual Governor's Safety Awards have spotlighted South Dakota employers with above average safety records. Participants submit injury information which is compared with state and national data, as well as the entrant's past performance. Ongoing safety programs and activities are also considered. Avera Sacred Heart's dedication to providing a healthy and safe environment extends to its employees as well as the people of the 15-county region it serves. Hospital 2 Home: Avera Sacred Heart Hospital has been in the planning phase and now will be participating in the Institute for Healthcare Improvement's Hospital to Home (H2H) quality initiative. Currently, in the U.S., nearly 20 percent of Medicare patients are readmitted to the hospital within 30 days of discharge, with heart failure listed as the most common reason for readmission. In 2004 alone, the total cost of these readmissions was $17.4 billion. The focus of the H2H initiative will be on three main domains that provide opportunities for improvement. 1. Medication management post-discharge: Is the patient familiar and competent with their medications and do they have access to them? 2. Early follow-up: Does the patient have a follow-up visit scheduled within a week of discharge and are they able to get there. 3. Symptom management: Does the patient fully comprehend the signs and symptoms that require medical attention and who to contact if they occur. |
| 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, Part V, line 2 | 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 VII | In addition to time spend serving Sacred Heart Health Services, Pamela J. Rezac and Douglas Ekeren also oversee operations of the related affiliates as board members and officers. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (16 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 | |||||||||
| 3900 West Avera Drive Suite 300 | Sioux Falls | SD | 57108 | 460422673 | healthcare services | SD | 501(c)(3) | 9 | N/A |
| Sacred Heart Rural Health Clinics Inc | |||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460423930 | clinic services | SD | 501(c)(3) | 3 | N/A |
| Health Management Services | |||||||||
| 501 Summit | Yankton | SD | 57078 | 460399291 | adult daycare and homemaking services | SD | 501(c)(3) | 9 | N/A |
| Lewis and Clark Health Education and Service Agency | |||||||||
| 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 Suite 14 | Yankton | SD | 57078 | 460370373 | support for organizatons providing health care services | SD | 501(c)(3) | 11a | 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 Health Foundation | |||||||||
| 3900 West Avera Drive Suite 300 | Sioux Falls | SD | 57108 | 460367530 | grant making | SD | 501(c)(3) | 7 | N/A |
| 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 |
| Avera Marshall | |||||||||
| 300 S Bruce St | Marshall | MN | 56258 | 410919153 | healthcare services | MN | 501(c)(3) | 3 | N/A |
| Avera Marshall Foundation | |||||||||
| 300 S Bruce St | Marshall | MN | 56258 | 411784801 | fundraising | MN | 501(c)(3) | 7 | 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 McKennan | |||||||||
| 1325 S Cliff Ave PO Box 5045 | Sioux Falls | SD | 57117 | 460224743 | healthcare services | SD | 501(c)(3) | 3 | N/A |
| Avera Queen of Peace | |||||||||
| Fifth and Foster | Mitchell | SD | 57301 | 460224604 | healthcare services | SD | 501(c)(3) | 3 | 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 |
|---|---|---|---|---|---|---|---|
| Surgical Associates Endoscopy Clinic LLC | |||||||
| 310 S Pennsylvania St | Aberdeen | SD | 57401 | 460461429 | surgical associates | SD | N/A |
| Marshall Medical Services LLC | |||||||
| 300 S Bruce St | Marshall | MN | 56258 | 208874448 | medical services | MN | N/A |
| 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 |
| Midwest Regional Imaging Services LLC | |||||||
| 1325 S Cliff Ave PO Box 5045 | Sioux Falls | SD | 57117 | 470874983 | health care - medical imaging | SD | N/A |
| Mersco Medical Equipment of Pierre LLC | |||||||
| 329 E Dakota | Pierre | SD | 57501 | 460444002 | medical services - home medical equipment | SD | N/A |
| Avera Home Medical Equipment of Floyd Valley Hospital LLC | |||||||
| 714 Lincoln St NE | Lemars | IA | 51031 | 820582350 | medical services - home medical equipment | IA | N/A |
| Avera Home Medical Equipment of Estherville LLC | |||||||
| PO Box 5045 | Sioux Falls | SD | 57117 | 201686097 | medical services - home medical equipment | IA | N/A |
| Avera Home Medical Equipment of Sioux Center LLC | |||||||
| 38 19th ST SW | Sioux Center | IA | 51250 | 753203100 | medical services - home medical equipment | IA | N/A |
| Avera Home Medical Equipment of Marshall LLC | |||||||
| 1104 East College Drive | Marshall | MN | 56258 | 205271924 | medical services - home medical equipment | MN | 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 | N/A |
| Q&M Properties | |||||||
| 525 North Foster | Mitchell | SD | 57301 | 731652049 | medical clinic building | SD | 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 | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Valley Health Services Inc | |||||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460357149 | medical equipment | SD | N/A | C | 160214 | 4348117 | 1.00000 |
| Avera Pace | |||||||||||
| 3900 West Avera Drive | Sioux Falls | SD | 57108 | 460341869 | healthcare services | SD | N/A | C | |||
| 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 | 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 | |||
| 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 | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 1 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Sacred Heart Rural Health Clinics | |
| Q | 625000 |
| Benedictine Health Foundation | |
| A | 6342 |
| Health Management Services | |
| A | 21078 |
| Lewis and Clark Health Education and Service Agency | |
| A | 25872 |
| Sacred Heart Rural Health Clinics | |
| N | 642212 |
| Lewis and Clark Health Education and Service Agency | |
| N | 334600 |
| Health Management Services | |
| N | 70515 |
| Lewis and Clark Health Education and Service Agency | |
| O | 227236 |
| Sacred Heart Rural Health Clinics | |
| P | 336644 |
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