2025-05-14T14:15:01-05:00 2024-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2023-07-01 460422673 Avera Health AVER 6053227300 3900 West Avera Drive 300 Sioux Falls SD 57108 Julie Lautt CFO/Secretary 6053224700 2025-05-12 1 1 Kim Hunwardsen CPA P00484560 6122536500 2025-05-12 2023 2025-03-06 01:10:19Z James Dover FACHE 3900 West Avera Drive 300 Sioux Falls SD 57108 278886077 0 0928 X www.avera.org X 1998 SD Promotion of health 15 11 2069 11 7718321 5239067 22270065 13740538 250557105 249827079 12851478 13888133 -340137 968330 285338511 278424080 26892445 16682844 0 0 171315196 159054954 0 0 2343131 93674720 104648744 291882361 280386542 -6543850 -1962462 1738162649 2306128147 1435789048 1968523287 302373601 337604860 Avera Health 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. 0 0 238134264 16682844 249827079 Avera Health is a nonprofit corporation jointly sponsored by the Sisters of the Presentation of the Blessed Virgin Mary of Aberdeen, South Dakota and the Benedictine Convent of the Sacred Heart of Yankton, South Dakota, together referenced as the "Sisters." Avera Health acts as the leader of the Avera health ministry, serving as an overall parent to support its affiliated tax-exempt health care organizations. These organizations provide services principally in eastern South Dakota and surrounding states. Avera Health provides management consulting, fund raising and other administrative services to the hospitals, long-term health care facilities, clinics, services and programs that are sponsored or otherwise affiliated with the Sisters. 238134264 1 1 0 1 0 0 0 0 1 1 1 1 0 1 1 1 0 1 0 0 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 1 1 1 0 0 1 160 0 1 2069 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 15 11 1 0 0 0 1 1 1 1 0 0 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT DC FL GA HI IL KS ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI X X Jamie Schaefer 6053223992 3900 W Avera Dr Ste 300 Sioux Falls SD 57108 James Dover President/CEO (Eff 10/2023) 45.00 1.00 X X 396393 0 3389 Bob Sutton President/CEO (End 08/2023) 45.00 1.00 X X 2080463 0 60433 Dr Luis Rojas-Espaillat Chair, Gynecologic Oncology 5.00 40.00 X X 0 697255 53521 Lori Essig Vice Chair 5.00 0.00 X X 0 0 0 Sister Candyce Chrystal Board Member 5.00 3.00 X 0 0 0 Sister Pam Donelan Board Member 5.00 2.00 X 0 0 0 Robert Fouberg Board Member 5.00 0.00 X 0 0 0 Doneen Hollingsworth Board Member 5.00 0.00 X 0 0 0 Sister Mary Jaeger Board Member 5.00 0.00 X 0 0 0 Dr Wayne Kindle Board Member 5.00 0.00 X 0 0 0 Sister Debra Kolecka Board Member 5.00 4.00 X 0 0 0 Sister Mary Kay Panowicz Board Member 5.00 1.00 X 0 0 0 Sister Roxanne Seifert Board Member 5.00 2.00 X 0 0 0 Clark Sinclair Board Member 5.00 0.00 X 0 0 0 Dr Katherine Wang Board Member, Neonatology 5.00 40.00 X 0 507178 17435 Dr Jason Wickersham Board Member, Family Medicine/OBGYN 5.00 40.00 X 0 463101 50160 Julie Lautt CFO, Treasurer 45.00 1.40 X 1203675 0 19401 Richard Korman Chief Legal Officer, Secretary 40.00 0.00 X 808575 0 50377 Daniel Bjerknes President/CEO, St. Luke's 0.00 40.00 X 503084 0 50471 Doug Ekeren President/CEO, Sacred Heart 0.00 41.00 X 652618 0 50377 David Flicek Chief Operating Officer 40.00 0.00 X 1371591 0 45097 Shantel Krebs President/CEO, St. Mary's 0.00 42.00 X 83231 186423 18256 Dr Ronald Place President/CEO, McKennan 0.00 40.00 X 726858 0 17030 Dr Hillary Rockwell President/CEO, Queen of Peace 0.00 40.00 X 245314 221675 57403 Debbie Streier President/CEO, Marshall 0.00 44.50 X 489400 0 17435 Shandon Hatch Radiology 0.00 40.00 X 656579 0 57402 Bruk Kammerman Sr. VP - Chief Information 40.00 0.00 X 696536 0 17939 Kevin Post Chief Medical Officer 40.00 0.00 X 800524 0 60452 Casey Swenson Radiology 0.00 40.00 X 733755 0 57633 Kimberly Jensen Chief Human Resources Officer 40.00 0.00 X 650782 0 43547 Thomas Clark Former Chief Strategy & Growth Officer 40.00 1.00 X 1666396 0 25250 David Erickson Former Chief Medical Officer 0.00 0.00 X 630520 0 16500 14396294 2075632 789508 252 1 1 0 CDW LLC 230 N Milwaukee Ave Vernon Hills IL 60061 Software; Hardware; Services 17263547 Medical Information Technology Inc 7 Blue Hill River Rd Canton MA 02021 Software; Services 6235476 MedSpeed 140 Industrial Drive Elmhurst IL 60126 Courier Services 5017560 Microsoft Corporation 1950 N Stemmons Fwy Ste 5010 Dallas TX 75207 Software; Services 4939072 Mediability Inc 4742 42nd Ave SW 323 Seattle WA 98116 Marketing Services 4357381 95 285822 738655 101872 1952594 10661595 116509 13740538 ACS revenue 900099 213910172 213910172 Other revenue 900099 24611663 23787970 823693 PACE revenue 561000 7005261 88567 6916694 Premier expense credits 900099 4299983 4299983 249827079 11863007 11863007 179197 161338 17859 17859 -22066 39925 2116502 0 91376 2116502 -91376 2025126 2025126 1159754 738655 209283 950471 950471 278424080 242086692 7718321 14878529 16586102 16586102 96742 96742 10093148 10093148 278417 278417 133747476 112727408 19652762 1367306 5510072 5199171 249535 61366 -333220 -2975958 2432345 210393 9759061 8888063 774051 96947 398512 94034 304478 1544794 1503794 41000 154266 154266 18191793 15744602 2311435 135756 7993999 7859069 24040 110890 7443362 7338504 43244 61614 39259015 38418550 576291 264174 4690428 1430945 3259483 1010991 806178 183537 21276 811379 720169 87107 4103 634536 526585 107951 22247685 21056924 1187885 2876 -3638478 -2195706 -1442772 UBI tax 2758317 2758317 Medical supplies 972556 932578 37837 2141 Equip Lease/Rental 98923 88314 9996 613 Bad debt expense 85385 85385 -8719 11811 -24206 3676 280386542 238134264 39909147 2343131 X 39556446 185193801 1454625 1414472 27678643 28855505 2288 9452715 7943618 15507258 27068144 268420736 170652334 93208062 97768402 1261490473 1667210051 150197416 136750549 18492 41565 16197241 16197241 123401278 137682511 1738162649 2306128147 26358847 36735756 11588034 5077859 15361822 36331786 1035287668 1433900514 19295412 18589482 327897265 437887890 1435789048 1968523287 X 286933501 320611813 15440100 16993047 302373601 337604860 1738162649 2306128147 X -1962462 32247346 4946375 X 0 1 X 1 1 1 X 23574843 21836149 40871703 22270065 13740538 122293298 266987769 278210607 277318143 249787142 252265042 1324568703 290562612 300046756 318189846 272057207 266005580 1446862001 368889 446030 157537 58522 158013 1188991 178295346 177531681 212485978 194153214 177815503 940281722 178664235 177977711 212643515 194211736 177973516 941470713 505391288 22385 199301 1830463 2609325 1863854 6525328 1094391 2515692 2884876 5736624 4138863 16370446 1116776 2714993 4715339 8345949 6002717 22895774 369995 197164 243606 540124 950471 2301360 292049383 302958913 323148791 280943280 272958768 1472059135 0.34330 0.35480 0.01560 0.01290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2389 0 1 151877 154266 0 Part II-B, Line 1: Through paid staff and paid consultants Avera Health meets with legislators. Avera Health provides grants to other organizations for lobbying and pays dues of which a small portion is attributable to lobbying. 0 1 X 19295442 1301057 -1419368 1062186 58770 18056175 20349540 829430 141193 1977165 47556 19295442 7798048 12909313 136229 450181 43869 20349540 6403165 1694590 432897 696359 36245 7798048 5765277 820309 128114 273739 36796 6403165 0.15520 0.06310 0.78170 0 0 948600 948600 32005994 13783076 18222918 4297610 2079292 2218318 216271808 154789966 61481842 14896724 14896724 97768402 Interest in Innovation Institute 10201824 F Non-publicly traded hedge, private equity, debt, and multi-strategy funds 114717069 F Non-publicly traded real estate 11731656 F NPPC, LLC 100000 C 136750549 Deferred financing costs 13084609 Interest in South Dakota Community Foundation 1277324 Deferred compensation 116427304 Right of use operating lease 3984107 Cash surrender value of life insurance policies 2909167 137682511 Estimated insurance claims payable 27775266 Bond interest payable 9383754 Due to affiliated entities 175925833 Deferred compensation 211284478 Long-term commitments 9182919 Right of use lease obligations 4118906 Other liabilities 216734 437887890 X Part IV, Line 2b: Avera Health administers the Avera Health Pooled Investment Fund, a fund that is maintained for the benefit of facilities that are sponsored, operated, or managed by Avera Health. Investments are made in conformity with the objectives and guidelines of the Avera Health Pooled Investment Committee. Within the fund, participating facilities share in a pool of investments that are managed by various fund managers. Investments that are held for participating facilities are recorded as Avera Health Pooled Investments with a corresponding liability account of Custodial Funds - Avera Health Pooled Investments on the balance sheet. Avera Health also holds its own investments within the pooled fund and records their allocated share of income and losses from these investments as investment income in the financial statements. Part V, Line 4: The Organization's endowment consists of funds established for a variety of purposes related to health and wellness programs in Avera affiliated organizations. Part X, Line 2: Avera Health and its sponsored organizations believe that they have appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Central America and the Caribbean - 0 0 Investments 114717000 0 0 0 0 0 0 114717000 0 114717000 0 0 1 1 0 0 Schedule F, Part I line 3(f) Due to software limitations, the amount on line 3(f) is not printing correctly. The amount is $114,717,000. Form 990, Schedule F, Part IV: Avera Health reviews its direct and indirect investments during the tax period for determining required foreign filings. The Organization's ownership interests in foreign corporations required a Form 5471 to be filed. The Organization invests in partnerships that hold direct or indirect interest in passive foreign investment companies. The investment partnerships have properly filed Form 8621, or the underlying investments did not generate any unrelated business income. Under these facts, Avera Health is not required to file an additional Form 8621. Avera Race Against Cancer 808601 499204 309397 918 40519 3764 18765 5130 Hearts in Healing 240912 180092 60820 6518 7654 6600 18 832420 47352 785068 1812 94783 22820 1881933 726648 1155285 918 48849 106201 48185 5130 209283 946002 1 Abbott House Foundation PO Box 700 Mitchell SD 573010700 460379896 501c3 42500 0 Donation Aberdeen Catholic School Sys Inc 1400 N Dakota St Aberdeen SD 57401 460336005 501c3 11700 0 Scholarship Aberdeen Christian School 1500 Hwy 281 N Aberdeen SD 57401 911806433 501c3 8000 0 Donation Aberdeen Development Corporation 506 S Main St Ste 2 Aberdeen SD 57401 466011831 501c6 10000 0 Community Development City of Aberdeen 123 S Lincoln St Aberdeen SD 574014215 466000010 City of Aberdeen 25000 0 Donation Aberdeen Family YMCA 5 S State St Aberdeen SD 57401 460255779 501c3 25500 0 Donation Aberdeen Ride Line 205 N 4th St Aberdeen SD 57401 466000010 501c3 20000 0 Donation Active Generations 2300 W 46th St Sioux Falls SD 57105 460305500 501c3 12500 0 Donation ALS Assoc MN ND SD Chapter 1919 University Ave West Ste 175 St Paul MN 55104 411756085 501c3 7500 0 Donation Alzheimers Association South Dakota 4304 S Technology Dr Sioux Falls SD 57106 320151779 501c3 10000 0 Donation American Cancer Society 250 Williams St Nw Ste 400 Atlanta GA 303031002 131788491 501c3 15000 0 Donation American Red Cross 431 18th St NW Washington DC 20006 530196605 501c3 10000 0 Donation The Banquet 900 E 8th St Sioux Falls SD 57103 460387495 501c3 10945 0 Donation Sioux Falls Catholic School Corporation 3100 W 41st St Sioux Falls SD 57105 460413591 501c3 850000 0 Donation Boy Scouts of America Sioux Council 801 N West Ave Sioux Falls SD 57104 460224599 501c3 6000 0 Donation Boys & Girls Club of Aberdeen Area 1111 SE 1st Ave Aberdeen SD 57401 237062273 501c3 9000 0 Donation Boys & Girls Club of Capital Area 2001 Eastgate Ave Pierre SD 57501 460305571 501c3 10000 0 Donation Boys & Girls Clubs of Sioux Empire 100 S Spring Ave Ste 280 Sioux Falls SD 57104 460399482 501c3 15000 0 Donation Brookings School District 5-1 2130 8th St S Brookings SD 57006 466000834 School District 41700 0 Donation Call To Freedom Inc 1915 E 8th St Ste 100 Sioux Falls SD 57103 475469817 501c3 27000 0 Donation Capital Area United Way PO Box 1111 Pierre SD 575011111 460403398 501c3 5740 0 Donation Career & Technical Education Academy 201 E 38th St Sioux Falls SD 57105 466002586 School District 10000 0 Donation Catholic Chancery Office 523 N Duluth Ave Sioux Falls SD 571042714 466000424 501c3 110000 0 Donation Central Lyon Community School 1010 S Greene St Rock Rapids IA 51246 426037624 School District 15000 0 Donation Childrens Home Society 801 N Sycamore Ave Sioux Falls SD 57110 460224542 501c3 12000 0 Donation City of Yankton Box 176 Yankton SD 57078 466000567 City of Yankton 170586 0 Donation Compass Center 1704 S Cleveland Ave Ste 3 Sioux Falls SD 57103 460350199 501c3 10000 0 Donation Dakota Counseling institute 910 W Havens Ave Mitchell SD 573013831 460308930 501c3 50000 0 Donation Dakota Resources 25795 475th Ave Ste 1 Renner SD 57055 460442430 501c3 25000 0 Donation Dakota Wesleyan University 1200 W University Ave Mitchell SD 57301 460224589 501c3 6000 0 Scholarship Dakotabilities Inc 1116 S 4th Ave Sioux Falls SD 57105 460306216 501c3 20000 0 Donation Delta Dental of SD Foundation 804 N Euclid Ste 101 Pierre SD 57501 911776857 501c3 24000 0 Donation Downtown Sioux Falls Inc 315 N Phillips Ave Ste 200 Sioux Falls SD 57104 363627217 501c4 10000 0 Community Development EmBe 300 W 11th St Sioux Falls SD 571046306 460234998 501c3 45000 0 Donation Emily's Hope Inc 221 S Phillips Ave Ste 203 Sioux Falls SD 57104 833324332 501c3 10000 0 Donation Face It Together Inc 5020 S Tennis Ln Ste 4 Sioux Falls SD 57108 272501220 501c3 15000 0 Donation Feeding South Dakota 4701 N Westport Ave Sioux Falls SD 571070123 363293534 501c3 63000 0 Donation Fellowship of Christian Athletes 1601 E 69th St Ste 301 Sioux Falls SD 57108 440610626 501c3 16000 0 Donation Flandreau School District 50-3 600 W Community Dr Flandreau SD 57028 466002593 School District 15000 0 Donation Forward Sioux Falls 200 N Phillips Ave Ste 200 Sioux Falls SD 571046058 460396647 730713 0 Community Development Furniture Mission of South Dakota 209 N Nesmith Ave Sioux Falls SD 57103 810584500 501c3 17500 0 Donation Girl Scouts-Dakota Horizons 1101 S Marion Rd Sioux Falls SD 571063466 460250744 501c3 6000 0 Donation GL Management LLC 3800 W 53rd St Sioux Falls SD 57106 463797566 32000 0 Community Development Governor's Office of Economic Development 711 E Well Ave Pierre SD 57501 466000364 State of SD 51500 0 Community Development Greater Sioux Falls Chamber of Commerce 200 N Phillips Ave Ste 200 Sioux Falls SD 571046058 460189300 501c6 17750 0 Community Development Ground Works 102 N Krohns Pl Ste 113 Sioux Falls SD 57103 475498537 501c3 8000 0 Donation Helpline Center Inc 3817 S Elmwood Ave Sioux Falls SD 57105 237424387 501c3 54500 0 Donation Junior Achievement of South Dakota 300 S Phillips Ave Ste L102 Sioux Falls SD 57104 460306352 501c3 25800 0 Donation Kids' Chance of South Dakota 300 S Main Ave Sioux Falls SD 571046367 474439997 501c3 8000 0 Scholarship Leukemia & Lymphoma Society Inc 3 International Dr Ste Rye Brook NY 10573 135644916 501c3 15000 0 Donation Friends of Levitt Shell Sioux Falls 400 N Main Ave Suite 202 Sioux Falls SD 57104 611699910 501c3 30000 0 Donation LIFE Runners 909 N Adams St 460651 Papillion NE 68046 611672563 501c3 12500 0 Donation LifeScape Foundation 2501 W 26th St Sioux Falls SD 57105 460353254 501c3 15000 0 Donation Lost & Found 5015 S Crossing Pl 110 Sioux Falls SD 57108 454306370 501c3 10000 0 Donation Lutheran Social Services of South Dakota 705 E 41St St Ste 200 Sioux Falls SD 571056048 460224731 501c3 10000 0 Donation Make-A-Wish Foundation of SD 1400 W 17th St Sioux Falls SD 57104 460375953 501c3 12500 0 Donation Marshall Area YMCA 200 S A St Marshall MN 56258 411984589 501c3 8430 0 Donation Marshall Community Foundation PO Box 11 Marshall MN 56258 411555592 501c3 50000 0 Donation McCrossan Boys Ranch 47135 260th St Sioux Falls SD 571076428 460311913 501c3 11000 0 Donation Mitchell Area Development Corporation 601 N Main St Mitchell SD 57301 460394983 501c3 192155 0 Donation Mitchell Area Safehouse Inc 1809 N Wisconsin St Mitchell SD 57301 460389086 501c3 70000 0 Donation Mitchell School District 17-2 821 N Capital St Mitchell SD 57301 466001338 School District 9700 0 Donation Mitchell Technical Institute Foundation 1800 E Spruce St Mitchell SD 57301 460452950 501c3 68000 0 Donation Mitchell United Way 417 N Main St Ste 103 Mitchell SD 573010729 461250302 501c3 8036 0 Donation Mount Marty University 1105 W 8th St Yankton SD 57078 460283336 501c3 92000 0 Scholarship NAMI of South Dakota 1601 E 69th St Ste 210 Sioux Falls SD 57108 363593027 501c3 32000 0 Donation National Kidney Foundation 30 E 33rd St Ste 100 New York NY 10016 131673104 501c3 15500 0 Donation National Multiple Sclerosis Society 733 Third Ave Flr 3 New York NY 10017 135661935 501c3 12000 0 Donation Northern State University Foundation 620 15th Ave SE Aberdeen SD 57401 237002314 501c3 1400000 0 Donation Pathways Shelter for the Homeless 412 E 4th St Yankton SD 57078 473974624 501c3 26000 0 Donation Pierre Area Referral Service 110 W Missouri Ave Pierre SD 57501 460317107 501c3 20000 0 Donation Presentation Sisters 1500 N 2nd St Aberdeen SD 57401 460253283 501c3 6775 0 Donation Pride In The Tiger Foundation 400 Tiger Dr Marshall MN 56258 411948007 501c3 30000 0 Donation Project CAR 2425 S Western Ave Sioux Falls SD 57105 460358227 501c3 15000 0 Donation River Cities Public Transit 1600 E Dakota Ave Pierre SD 57501 460449059 501c3 25000 0 Donation River City Domestic Violence Center PO Box 626 Yankton SD 57078 431992651 501c3 60000 0 Donation Ronald McDonald House Charities 825 S Lake Ave Sioux Falls SD 57104 460371152 501c3 30000 0 Donation Safe Harbor PO Box 41 Aberdeen SD 57401 460344310 501c3 10000 0 Donation Sculpture Walk Inc 300 S Phillips Ave Ste 104 Sioux Falls SD 571046323 208535871 501c3 21500 0 Donation SD Youth Foundation Inc 1310 Main Ave S Ste 109 Brookings SD 57006 474832848 501c3 10000 0 Donation SDSU Foundation PO Box 525 Brookings SD 57006 460273801 501c3 25000 0 Donation Sioux Empire Baseball Assoc Inc 1321 N Cleveland Ave Sioux Falls SD 571036111 411903475 501c3 24000 0 Donation Sioux Empire Fastpitch Softball Association 605 S Watson Ave Ste 100 Sioux Falls SD 57108 237223489 501c3 8000 0 Donation Sioux Empire United Way 1000 N West Ave 120 Sioux Falls SD 571041332 460233701 501c3 113581 0 Donation Sioux Falls Area CASA Program 100 S Spring Ave Ste 140 Sioux Falls SD 57104 460430647 501c3 10000 0 Donation YMCA of Sioux Falls 220 S Minnesota Sioux Falls SD 57104 460225021 501c3 10000 0 Donation Sioux Falls School District 201 E 38th St Sioux Falls SD 57105 466002586 School District 110100 0 Donation Sioux Falls Public Schools Education Foundation PO Box 560 Sioux Falls SD 57101 263537657 501c3 14000 0 Donation SME Inc PO Box 90310 Sioux Falls SD 571090310 466012934 501c6 6200 0 Donation South Dakota Agricultural and Rural Box 2170 Animal Science Ctr 132 Brookings SD 57007 364293293 501c3 10000 0 Donation South Dakota Chanmber of Commerce & Industry 222 E Capital Ave Ste 17 Pierre SD 575012564 460141180 501c6 7500 0 Community Development South Dakota State Medical Assoc 2600 W 49th St Sioux Falls SD 57105 460213945 501c6 21000 0 Donation South Dakota State University Multiple Locations Brookings SD 57006 466000364 State of SD 165000 0 Donation South Dakota Symphony 301 S Main Ave 4th Flr Sioux Falls SD 57104 466017026 501c3 40000 0 Donation Southeast Technical College 2320 N Career Ave Sioux Falls SD 571071302 460214496 State of SD 155029 0 Donation Southwest Minnesota State University 1501 State St Marshall MN 56258 411687554 State of MN 60000 0 Scholarship Special Olympics South Dakota 800 E I90 Ln Sioux Falls SD 57104 460359776 501c3 11000 0 Donation Teddy Bear Den 500 S Main Ave Sioux Falls SD 57104 311802800 501c3 15000 0 Donation United Way of NE SD Foundation PO Box 1065 Aberdeen SD 57401 421568636 501c3 17670 0 Donation United Way of Southwest Minnesota PO Box 41 Marshall MN 562580041 416023143 501c3 5740 0 Donation United Way & Volunteer Services of Greater Yankton 610 W 3rd St Suite 11 Yankton SD 57078 460252854 501c3 12607 0 Donation University of MN Foundation Medical School Duluth Campus 1035 University Dr Duluth MN 55812 416042488 501c3 24000 0 Scholarship University of Sioux Falls 1101 W 22nd St Sioux Falls SD 57105 460224600 501c3 330000 0 Donation University of South Dakota 414 E Clark St Vermillion SD 57069 466000364 State of SD 473000 0 Scholarship USD Foundation 1100 N Dakota Vermillion SD 57069 466018891 501c3 20000 0 Scholarship USD Gear Center 414 E Clark St Vermillion SD 57069 466000364 State of SD 6300 0 Donation Veterans Community Project 8900 Troost Ave Kansas City MO 64131 474960735 501c3 30000 0 Donation Volunteers of America Dakotas PO Box 89306 Sioux Falls SD 57109 237353508 501c3 41000 0 Donation Washington Pavilion Management Inc PO Box 984 Sioux Falls SD 571010984 460435791 501c3 80286 0 Donation Yankton Thrive Inc 803 E 4th St Yankton SD 57078 460348636 501c3 60000 0 Donation Yankton Parks & Rec PO Box 176 Yankton SD 57078 466000567 City of Yankon 10000 0 Donation Yankton School District 63-3 2410 W City Limits Rd Yankton SD 57078 466003280 School District 10000 0 Donation University of South Dakota Research Park 4800 N Career Ave Suite 100 Sioux Falls SD 57107 462693612 501c3 50580 0 Donation South Dakota Community Foundation Po Box 296 Pierre SD 57501 460398115 501c3 200493 0 Donation Teammates Mentoring Program 121 S 13th St Lincoln NE 68508 470840990 501c3 93352 0 Donation University of South Dakota - South Dakota HOSA Future Health Professionals 4801 N Career Ave Sioux Falls SD 571071329 466000364 State of SD 30000 0 Donation 118 8 Medical assistance to employees 23 42242 Medical educational scholarships 10 10000 Pastoral educational scholarships 17 44500 Part I, Line 2: The Organization makes grants to other organizations exempt under 501(c)(3) to ensure the funds will be used for charitable purposes. During the year ending June 30, 2024, the Organization made contributions to other non-public charities and other organizations in furtherance of community development. The contributions are approved by the Board for this purpose. Scholarship funds have different sets of criteria for determining eligibility and winners. Assistance to individuals is determined with assistance from each hospital's social services department or within a committee at the hospital. X X X X 1 0 0 0 0 0 0 1 0 Bob Sutton President/CEO (End 08/2023) 2068183 0 0 0 12280 0 16500 0 43933 0 2140896 0 0 0 Thomas Clark Former Chief Strategy & Growth Officer 6334 0 0 0 1660062 0 16500 0 8750 0 1691646 0 0 0 David Flicek Chief Operating Officer 1327499 0 700 0 43392 0 16500 0 28597 0 1416688 0 0 0 Julie Lautt CFO, Treasurer 1197590 0 480 0 5605 0 16500 0 2901 0 1223076 0 0 0 Kevin Post Chief Medical Officer 797551 0 270 0 2703 0 16500 0 43952 0 860976 0 0 0 Richard Korman Chief Legal Officer, Secretary 798056 0 0 0 10519 0 16500 0 33877 0 858952 0 0 0 Casey Swenson Radiology 596763 0 105739 0 31253 0 16500 0 41133 0 791388 0 0 0 Dr Luis Rojas-Espaillat Chair, Gynecologic Oncology 0 661963 0 24000 0 11292 0 24960 0 28561 0 750776 0 0 Dr Ronald Place President/CEO, McKennan 676736 0 30000 0 20122 0 16500 0 530 0 743888 0 0 0 Bruk Kammerman Sr. VP - Chief Information 693883 0 0 0 2653 0 16500 0 1439 0 714475 0 0 0 Shandon Hatch Radiology 561502 0 56608 0 38469 0 16500 0 40902 0 713981 0 0 0 Doug Ekeren President/CEO, Sacred Heart 641698 0 900 0 10020 0 16500 0 33877 0 702995 0 0 0 Kimberly Jensen Chief Human Resources Officer 636041 0 650 0 14091 0 16500 0 27047 0 694329 0 0 0 David Erickson Former Chief Medical Officer 17614 0 0 0 612906 0 16500 0 0 0 647020 0 0 0 Daniel Bjerknes President/CEO, St. Luke's 498188 0 0 0 4896 0 16500 0 33971 0 553555 0 0 0 Dr Katherine Wang Board Member, Neonatology 0 414028 0 91886 0 1264 0 16500 0 935 0 524613 0 0 Dr Hillary Rockwell President/CEO, Queen of Peace 237154 213545 7500 7500 660 630 5507 10993 20449 20454 271270 253122 0 0 Dr Jason Wickersham Board Member, Family Medicine/OBGYN 0 399955 0 61932 0 1214 0 16500 0 33660 0 513261 0 0 Debbie Streier President/CEO, Marshall 481234 0 440 0 7726 0 16500 0 935 0 506835 0 0 0 James Dover President/CEO (Eff 10/2023) 388194 0 0 0 8199 0 0 0 3389 0 399782 0 0 0 Shantel Krebs President/CEO, St. Mary's 79808 173373 0 4000 3423 9050 8869 8869 259 259 92359 195551 0 0 Part I, Line 4a Thomas Clark received severance pay of $1,660,062. David Erickson received severance pay of $612,906. Part I, Line 7 During the current year, the organization paid bonuses for longevity, Great Expectation incentive program, and employee referral program bonus. Some individuals received incentives related to retention and loan forgiveness. Physicians receive incentives based on production. A South Dakota Health and Educational Facilities Authority 460315509 83755VUS1 2012-05-01 206383927 Series 2012B refunded 2002 and 2008A bonds issued 4/11/02 and 6/18/08 0 0 0 B South Dakota Health and Educational Facilities Authority 460315509 83755VG99 2017-10-11 242848916 Series 2017 refunded bond issued 6/18/08;const/equip healthcare facilities 0 0 0 C South Dakota Health and Educational Facilities Authority 460315509 83755VU44 2024-04-24 114418553 See Supplemental Detail 0 0 0 D South Dakota Health and Educational Facilities Authority 460315509 83755VU44 2024-04-24 251862322 Construction/equipment healthcare facilities 0 0 0 A 108668927 206383927 1032422 38100000 167251505 2013 1 0 1 1 B 23293916 242848916 1786422 190000000 51062494 0 1 1 1 C 114418553 742310 113676243 1 1 1 1 D 251862322 1633842 42346205 207882275 0 0 0 1 A 0 1 1 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 Part I, Line (f) Description of purpose, Bond C: Refund Series 2014 Bonds issued 6/26/2014, Series 2019A Bonds issued 11/13/2019, and2017 taxable loan obtained 6/28/2017. Debbie Streier Key Employee Student Loan X 13187 1272 0 1 1 Debbie Streier Key Employee Retention Loan X 10000 1016 0 1 1 2288 Katherine Schild Family member of Key Employee, Doug Ekeren 102824 Compensation and benefits as an employee 0 Grant Flicek Family member of Key Employee, David Flicek 170744 Compensation and benefits as an employee 0 X 1 62526 Selling Price X Items for Patients 3 23174 Cost X Auction Items 11 14665 FMV X Lights, Light Poles, and installation 1 13000 Cost X Chairs 1 3144 FMV 0 0 1 0 Part I, Column (b): The organization is reporting in Part I, column (b) the number of contributions. Part I, Line 33: Amounts included in revenue for the financial statement reporting are included on Schedule M. Additional non-cash contributions not included on Schedule M and the financial statements include items for the benefit of the Avera facilities which include special event donations. Form 990, Part VI, Section A, line 2 Julie Lautt, Dr. Luis Rojas-Espaillat, Dr. Katherine Wang, and Dr. Jason Wickersham have a business relationship. Form 990, Part VI, Section A, line 6 Avera Health has two classes of members: Sponsorship Members and System Members. Sponsorship Members shall consist collectively of (i) those persons serving from time to time as the President and Council of the Presentation Sisters of the Blessed Virgin Mary of Aberdeen, South Dakota and (ii) those persons serving from time to time as the Prioress and Council of the Benedictine Convent of the Sacred Heart (Yankton, S.D.). System Members shall consist of up to nine members (i) three Presentation Sisters or their designees appointed by the Presentation Sponsorship Members; (ii) three Benedictine Sisters or their designees appointed by the Benedictine Sponsorship Members; and (iii) up to three additional members appointed by the Sponsorship Members. At no time shall the number of designees be greater than the total number of Benedictine and Presentation Sisters. Form 990, Part VI, Section A, line 7a The System Members have the power to appoint the Board of Directors of Avera Health and to suspend or remove a Director at any time, with or without cause. They also have the power to appoint a Benedictine Sister, Presentation Sister, or a Ministerial Juridic Person to the Boards of Directors of any sponsored work or ministry of Avera Health. Form 990, Part VI, Section A, line 7b The following powers shall be reserved to and exercised exclusively by the Sponsorship Members and none of the following actions shall be taken by Avera Health without action of the Sponsorship Members: (a) To approve the adoption, amendment or repeal of the statements of philosophy, mission, Guiding Principles and values of Avera Health; (b) To initiate the adoption, amendment or repeal of any provision of the Articles of Incorporation or Bylaws of Avera Health, and to give final approval of any such action with respect thereto; (c) To establish policies regarding the alienation of real property and precious artifacts associated with the healthcare ministry which are under the canonical stewardship of the Presentation Sisters or the Benedictine Sisters; (d) To approve any plan of merger, consolidation or dissolution of Avera Health, or the divestiture of any sponsored work or ministry associated with Avera Health; (e) To change the composition of the Sponsorship Members, including the addition of other individuals, parties or entities to be Sponsorship Members; and (f) To approve the creation of new sponsored works or ministries to be conducted by or under the authority of Avera Health. The following powers shall be reserved to and exercised exclusively by the System Members and none of the following actions shall be taken by Avera Health without action of the System Members: (a) To appoint the Board of Directors of Avera Health and to suspend or remove a Director at any time, with or without cause; (b) To appoint a Presentation Sister, a Benedictine Sister, or a Ministerial Juridic Person to the Boards of Directors of any sponsored work or ministry of Avera Health; (c) To appoint the Chair and Vice Chair of the Board of Directors; (d) To appoint, evaluate, suspend or remove the Avera Health President; (e) To review and approve expenditures outside of the annual operating and capital budgets, for Avera Health in accordance with established Avera Health fiscal policies; (f) To review and approve the Avera Health Strategic Plan; (g) To review and approve any and all Rescript Applications on behalf of Avera Health; (h) To adopt procedures for assuring that corporate actions are consistent with the philosophy, mission, Guiding Principles and values of Avera Health; (i) To provide recommendations to the Sponsorship Members on matters requiring Sponsorship Members' approval or action; (j) To adopt policies designed to effectuate the powers reserved to the System Members; and (k) To exercise oversight of the Guiding Principles and such authorities which may be assigned or delegated by the Sponsorship Members. Form 990, Part VI, Section A, line 8b Avera Health does not have any committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The Form 990 is prepared and reviewed by an independent accounting firm. The Form 990 is then reviewed by the Avera Health VP of Financial Reporting and Tax Manager. After initial internal review, the Form 990 is made available to various members of Avera Health Executive Management, including the Avera Health CFO, President/CEO and COO. In addition, the Form 990 is made available to the Facility CEO and other Operation Finance Leaders. The public disclosure copy is made available to the Facility Board members. 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 15 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 for compensation 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. 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 VI, Section B, Line 16b: There is no written policy or procedure. In the event of any such proposed transaction, the board or a committee with delegated authority reviews all materials, valuations and operational aspects for any proposed transaction. Such transaction would be evaluated in accordance with the exempt status of the organization and its applicable purposes. Any transaction also would be approved by the board and the member. Form 990, Part X, Line 20: The issue price includes the filing Organization's share of the entire bond issue, which was issued to Avera Health on behalf of the Avera Obligated Group. The Avera Obligated Group consists of Avera Health, Avera McKennan, Avera St. Luke's, Avera Queen of Peace, Avera Sacred Heart, Avera Marshall, Avera St. Mary's, Avera St. Anthony's, Avera St. Benedict, Avera Holy Family, Avera Tyler, Avera Granite Falls, Avera Gettysburg and Avera at Home. In accordance with IRS instructions, information related to the tax exempt bond reporting is being reported on Avera Health's tax return (EIN 46-0422673). Form 990, Part XI, line 9: Net equity transfers -25,210,550. Other changes in net assets -1,994,572. Net assets released from restriction -494,949. Adjustments to the funded status of pension plans 43,614,103. Non Operating Other -9,540,393. Reclassification of prior year donation expense 500,000. Contributions received by Avera Health Foundation not reflected in financial statements -10,596,831. Grants to organizations distributed by Avera Health Foundation not reflected in financial statements 8,669,567. Avera McKennan 1325 S Cliff Ave PO Box 5045 Sioux Falls SD 57117 460224743 Healthcare services SD 501(c)(3) Line 3 Avera Health 1 Avera at Home 5300 S Broadband Lane Sioux Falls SD 57108 460399291 Home services SD 501(c)(3) Line 10 Avera Health 1 Avera Health Plans Inc 3900 West Avera Drive Suite 101 Sioux Falls SD 57108 460451539 Health financing & health plan admin SD 501(c)(4) Avera Health 1 Avera Marshall 300 S Bruce Street Marshall MN 56258 410919153 Healthcare services MN 501(c)(3) Line 3 Avera Health 1 Avera Granite Falls 345 10th Ave Granite Falls MN 56241 843156881 Healthcare services MN 501(c)(3) Line 3 Avera Marshall 0 Avera Tyler 240 Willow Street Tyler MN 56178 410853163 Healthcare services MN 501(c)(3) Line 3 Avera Marshall 1 Avera Queen of Peace Hospital 525 North Foster Mitchell SD 57301 460224604 Healthcare services SD 501(c)(3) Line 3 Avera Health 1 Avera St Anthony's Hospital 300 N 2nd Street ONeill NE 68763 470463911 Healthcare services NE 501(c)(3) Line 3 Avera Health 1 Avera St Luke's 305 South State Street Aberdeen SD 57401 460224598 Healthcare services SD 501(c)(3) Line 3 Avera Health 1 Avera St Mary's 801 East Sioux Avenue Pierre SD 57501 460230199 Healthcare services SD 501(c)(3) Line 3 Avera Health 1 Avera Gettysburg 606 East Garfield Gettysburg SD 57442 460234354 Healthcare services SD 501(c)(3) Line 3 Avera St Mary's 1 Avera Holy Family 826 North 8th Street Estherville IA 51334 420680370 Healthcare services IA 501(c)(3) Line 3 Avera Health 1 Holy Family Hospital Foundation 826 North 8th Street Estherville IA 51334 421317452 Support health related services IA 501(c)(3) Line 10 Avera Holy Family 1 Sacred Heart Health Services 501 Summit Street Yankton SD 57078 460225483 Healthcare services SD 501(c)(3) Line 3 Avera Health 1 Lewis and Clark Health Education and Service Agency 1000 W 4th Street Suite 9 Yankton SD 57078 460337013 Healthcare services SD 501(c)(3) Line 10 Avera Health 1 St Benedict Health Center 401 West Glynn Drive Parkston SD 57366 460226738 Healthcare services SD 501(c)(3) Line 3 Avera Health 1 Avera Home Medical Equipment of Floyd Valley Hospital LLC 5300 S Broadband Lane Sioux Falls SD 57108 820582350 Medical services - home medical equipment SD N/A 0 0 Avera Home Medical Equipment of Lakes Regional Healthcare LLC 5300 S Broadband Lane Sioux Falls SD 57108 862949748 Medical services - home medical equipment SD N/A 0 0 Avera Home Medical Equipment of Sioux Center LLC 5300 S Broadband Lane Sioux Falls SD 57108 753203100 Medical services - home medical equipment SD N/A 0 0 Avera Home Medical Equipment of Spencer Hospital LLC 5300 S Broadband Lane Sioux Falls SD 57108 800619999 Medical services - home medical equipment SD N/A 0 0 Brookings Health System - Avera HME LLC 300 22nd Ave Brookings SD 57006 453204123 Healthcare Services SD N/A 0 0 Caravan Health ACO 15 LLC dba Prairie Vista Care Organization 4055 Valley View Lane Ste 700 Dallas TX 75244 611843657 Accountable Care Organization MO N/A 0 0 Caravan Health ACO 41 LLC dba Prairie View Care Organization 4055 Valley View Lane Ste 700 Dallas TX 75244 821447782 Accountable Care Organization MO N/A 0 0 Heart Hospital of South Dakota LLC 4500 W 69th Street Sioux Falls SD 57108 562143771 Healthcare Services SD N/A 0 0 Surgical Associates Endoscopy Clinic LLC 310 S Penn Aberdeen SD 57401 460461429 Surgical associates SD N/A 0 0 Accounts Management Inc 5132 S Cliff Ave Suite 101 Sioux Falls SD 57108 460373021 Collection Agency SD Avera Health C 4674347 3287985 1.00000 1 Alucent Australia Pty Ltd Level 10 30 Collings Street Melbourne VIC 3000 AS Biotech Research AS Alucent Biomedical Inc 531683 247493 0.70200 1 Alucent Biomedical Inc 1325 S Cliff Avenue PO Box 5045 Sioux Falls SD 571175045 471818349 Biotech Research SD Alumend LLC C -8327603 7027725 0.70200 1 Avera Property Insurance Inc 1000 West 4th Street Suite 1 Yankton SD 57078 460463155 Insurance SD Avera Health C -245714 1948671 1.00000 1 DakotaCare Administrative Services Inc 5300 South Broadband Lane Sioux Falls SD 57108 460424322 Insurance SD Avera Health C 200847 366501 1.00000 1 South Dakota State Medical Holding Company Inc 5300 South Broadband Lane Sioux Falls SD 57108 460401087 Insurance SD Avera Health C 147561 2547471 1.00000 1 Valley Health Services 501 Summit Street Yankton SD 57078 460357149 Rental Real Estate SD Sacred Heart Health Services C 46648 1012788 1.00000 1 Kore Cares In Home Services LLC 5300 South Broadband Lane Sioux Falls SD 57108 882778902 In-Home Care Services SD N/A S 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 Avera McKennan K 184011 Vendor Payment Listing Avera Health Plans Inc K 252880 Vendor Payment Listing Avera Holy Family L 2648605 General Ledger Avera St Luke's L 17760642 General Ledger Avera Sacred Heart Health Services L 11659269 General Ledger Avera Marshall L 12729977 General Ledger Avera Queen Of Peace Hospital L 10240273 General Ledger Avera St Mary's L 9626428 General Ledger Avera At Home L 4840739 General Ledger Avera Health Plans Inc L 2292700 General Ledger St Benedict Health Center L 1923057 General Ledger Accounts Management Inc L 480804 General Ledger South Dakota State Medical Holding Company Inc L 56260 General Ledger Avera McKennan L 130663431 General Ledger Avera St Anthony's Hospital L 3594155 General Ledger Avera At Home O 222130 General Ledger Avera St Mary's O 1390247 General Ledger Avera McKennan O 5829969 General Ledger Avera St Anthony's Hospital O 69426 General Ledger Avera Sacred Heart Health Services O 1183111 General Ledger Avera St Luke's O 2666855 General Ledger Avera Health Plans Inc O 1055703 General Ledger Avera Marshall O 189504 General Ledger Avera Queen Of Peace Hospital O 1389902 General Ledger St Benedict Health Center O 51484 General Ledger Avera Marshall P 58565 Vendor Payment Listing Avera McKennan P 5853626 Vendor Payment Listing Avera Health Plans Inc P 12044123 Vendor Payment Listing Avera St Luke's P 56131 Vendor Payment Listing Avera St Luke's Q 6865759 Customer Invoice Listing Avera St Mary's Q 3714138 Customer Invoice Listing Avera Sacred Heart Health Services Q 4666606 Customer Invoice Listing Avera Queen Of Peace Hospital Q 4433490 Customer Invoice Listing Avera Marshall Q 2613308 Customer Invoice Listing St Benedict Health Center Q 382987 Customer Invoice Listing Avera St Anthony's Hospital Q 1025944 Customer Invoice Listing Avera At Home Q 713696 Customer Invoice Listing Avera Holy Family Q 594722 Customer Invoice Listing Avera McKennan Q 91572374 Customer Invoice Listing Accounts Management Inc Q 186389 Customer Invoice Listing Avera Health Plans Inc Q 68075 Customer Invoice Listing Avera Sacred Heart Health Services R 512361 General Ledger Avera McKennan R 3078531 General Ledger Avera St Mary's R 151897 General Ledger Avera Marshall R 302169 General Ledger Avera St Luke's R 192405 General Ledger Avera Queen Of Peace Hospital R 314154 General Ledger