Skip to content
Nonprofiteer
← AVERA AT HOME

Form 990 for tax year 2022

Filed by AVERA AT HOME.

Totals

Total revenue
$75,976,831
Total expenses
$71,185,844
Contributions and grants received
$672,250
Grants paid
$292
Program service revenue
$75,211,223
Investment income
$89,776
Other revenue
$3,582
Total assets, end of year
$33,101,861
Total liabilities, end of year
$6,927,549
Net assets or fund balances, end of year
$26,174,312
Program services expenses (Part IX)
$59,735,393
Management and general expenses
$11,450,451
Fundraising expenses
$0
Program service expenses (Part III)
$59,735,393

Program services were 83.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $436,002

  • 1e · Government grants (contributions)

    $236,248

  • 2a · Program service revenue: Patient Revenue

    total $73,292,026 · related or exempt $73,214,947 · unrelated business $77,079

  • 2b · Program service revenue: Home Medical Equipment Revenue

    total $815,948 · related or exempt $814,556 · unrelated business $1,392

  • 2f · All other program service revenue

    total $1,103,249 · related or exempt $928,654 · unrelated business $174,595

  • 3 · Investment income

    total $6,231 · excluded $6,231

  • 7a · Gross sales of assets other than inventory

    securities $83,545

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $83,545

  • 7d · Net gain or loss

    total $83,545 · excluded $83,545

  • 11a · Other revenue: AR Interest

    total $3,582 · related or exempt $3,582

  • 11e · Other revenue, total

    $3,582

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $292 · program services $292

  • 7 · Other salaries and wages

    total $30,258,491 · program services $26,890,446 · management and general $3,368,045

  • 8 · Pension plan contributions

    total $1,140,719 · program services $1,012,268 · management and general $128,451

  • 9 · Other employee benefits

    total $5,570,244 · program services $4,974,899 · management and general $595,345

  • 10 · Payroll taxes

    total $2,160,609 · program services $1,920,926 · management and general $239,683

  • 11c · Fees: accounting

    total $63 · management and general $63

  • 11g · Fees: other

    total $11,336,879 · program services $6,726,994 · management and general $4,609,885

  • 12 · Advertising and promotion

    total $23,555 · program services $17,187 · management and general $6,368

  • 13 · Office expenses

    total $976,867 · program services $507,200 · management and general $469,667

  • 14 · Information technology

    total $487,848 · program services $119,563 · management and general $368,285

  • 16 · Occupancy

    total $1,356,693 · program services $1,070,551 · management and general $286,142

  • 17 · Travel

    total $1,319,213 · program services $1,251,861 · management and general $67,352

  • 19 · Conferences, conventions and meetings

    total $18,135 · program services $11,101 · management and general $7,034

  • 22 · Depreciation, depletion and amortization

    total $1,193,085 · program services $848,327 · management and general $344,758

  • 23 · Insurance

    total $168,299 · management and general $168,299

  • 24a · Other expenses: Medical Supplies

    total $14,157,700 · program services $13,428,236 · management and general $729,464

  • 24b · Other expenses: Equipment Lease/Rental

    total $904,172 · program services $903,857 · management and general $315

  • 24c · Other expenses: Provision for Income Ta

    total $5,000 · program services $5,000

  • 24e · All other expenses

    total $107,980 · program services $46,685 · management and general $61,295

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,069,298 · end of year $2,486,070

  • 4 · Accounts receivable

    beginning of year $8,833,422 · end of year $9,093,240

  • 8 · Inventories for sale or use

    beginning of year $1,579,195 · end of year $1,379,513

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,459,776 · end of year $1,608,677

  • 10a · Land, buildings and equipment: cost or other basis

    $15,111,976

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,767,482

  • 10c · Land, buildings and equipment, net

    beginning of year $4,595,437 · end of year $4,344,494

  • 12 · Investments: other securities

    beginning of year $10,446,861 · end of year $13,862,170

  • 14 · Intangible assets

    beginning of year $75,044 · end of year $75,044

  • 15 · Other assets

    beginning of year -$79,150 · end of year $252,653

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,437,101 · end of year $5,230,482

  • 19 · Deferred revenue

    beginning of year $795,159 · end of year $490,354

  • 25 · Other liabilities

    beginning of year $1,023,462 · end of year $1,206,713

  • 27 · Net assets without donor restrictions

    beginning of year $20,724,161 · end of year $26,174,312

Mission and programs · 2022

Mission

Avera is a health ministry rooted in the Gospel. Our mission is to make a positive impact in the lives and health of persons and communities by providing quality services guided by Christian values.

Activities or mission (Part I)

Develop programs for community based services: Home Health, Hospice Care, & Home Medical Equipment.

  • Avera at Home provides a variety of home care services that make it possible for individuals to remain in their home rather than long-term residential or nursing home facilities. Avera at Home is a full-service, accredited home medical equipment provider offering a variety of medical and health-related items for purchase or rent. Additionally, it provides quality home health care with a full range of skilled nursing, therapy, and home health aide services.Finally, Avera at Home provides hospice care for people facing a life-limiting illness or injury. Quality, compassionate care is provided in the patient's home or within a 16-bed residential and inpatient care hospice facility in Sioux Falls, South Dakota.

    Expenses $59,735,393 · Grants $292 · Revenue $74,967,970

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sandra Dieleman

    President/CEO

    Total calculated
    $404,474
    From this org
    $0
    From related orgs
    $355,028
    Other
    $49,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $351,187 related
    Bonus
    $0
    Other
    $0 + $3,841 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $34,196 related
    Filer's total
    $0 + $404,474 related

  • Curtis Hohman

    Chair/Sr. VP Managed Facilities

    Total calculated
    $325,464
    From this org
    $0
    From related orgs
    $295,527
    Other
    $29,937
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $289,479 related
    Bonus
    $0 + $1,375 related
    Other
    $0 + $4,673 related
    Deferred
    $0 + $14,789 related
    Nontaxable benefits
    $0 + $15,148 related
    Filer's total
    $0 + $325,464 related

  • Karen Gallagher

    Vice Chair/VP Mission

    Total calculated
    $189,745
    From this org
    $0
    From related orgs
    $142,192
    Other
    $47,553
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,309 related
    Bonus
    $0 + $1,260 related
    Other
    $0 + $1,623 related
    Deferred
    $0 + $7,656 related
    Nontaxable benefits
    $0 + $39,896 related
    Filer's total
    $0 + $189,744 related

  • Douglas Ekeren

    Board Member

    Total calculated
    $750,622
    From this org
    $0
    From related orgs
    $704,190
    Other
    $46,432
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $686,463 related
    Bonus
    $0 + $725 related
    Other
    $0 + $17,002 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $31,182 related
    Filer's total
    $0 + $750,622 related

  • Sister Debra Kolecka

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Kayleen Lee

    Board Member

    Total calculated
    $28,868
    From this org
    $0
    From related orgs
    $28,868
    Other
    $0
    Hours/week
    1 + 26 related

  • Kristi Livermont MBA

    Board Member (Beg 11/2022)

    Total calculated
    $152,561
    From this org
    $0
    From related orgs
    $134,679
    Other
    $17,882
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,521 related
    Bonus
    $0
    Other
    $0 + $158 related
    Deferred
    $0 + $6,735 related
    Nontaxable benefits
    $0 + $11,147 related
    Filer's total
    $0 + $152,561 related

  • Dr Shawna Schmidt

    Board Member/Pain Management & Anesthesiology

    Total calculated
    $608,771
    From this org
    $0
    From related orgs
    $562,159
    Other
    $46,612
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $428,929 related
    Bonus
    $0 + $131,473 related
    Other
    $0 + $1,757 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $31,362 related
    Filer's total
    $0 + $608,771 related

  • Cindy Senger

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Debbie Streier

    Board Member/Regional President/CEO

    Total calculated
    $509,045
    From this org
    $0
    From related orgs
    $470,488
    Other
    $38,557
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $460,875 related
    Bonus
    $0 + $420 related
    Other
    $0 + $9,193 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $23,307 related
    Filer's total
    $0 + $509,045 related

  • Dr Chad Thury

    Board Member/Family Medicine

    Total calculated
    $341,657
    From this org
    $0
    From related orgs
    $287,611
    Other
    $54,046
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,939 related
    Bonus
    $0 + $26,688 related
    Other
    $0 + $984 related
    Deferred
    $0 + $14,932 related
    Nontaxable benefits
    $0 + $39,114 related
    Filer's total
    $0 + $341,657 related

  • Dr Matthew Winkelbauer

    Board Member/Family Medicine/OB

    Total calculated
    $594,024
    From this org
    $0
    From related orgs
    $547,464
    Other
    $46,560
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $530,228 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $2,236 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $31,310 related
    Filer's total
    $0 + $594,024 related

  • Sister Lucille Welbig

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Julie Lautt

    CFO Avera Health;Secretary/Treasurer

    Total calculated
    $1,103,540
    From this org
    $0
    From related orgs
    $1,086,452
    Other
    $17,088
    Hours/week
    0.1 + 46.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,075,517 related
    Bonus
    $0 + $460 related
    Other
    $0 + $10,475 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $1,838 related
    Filer's total
    $0 + $1,103,540 related

  • Mitchell Butler

    VP - Home Medical Equipment

    Total calculated
    $209,508
    From this org
    $180,836
    From related orgs
    $0
    Other
    $28,672
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,599
    Bonus
    $8,825
    Other
    $2,412
    Deferred
    $3,712
    Nontaxable benefits
    $24,960
    Filer's total
    $209,508

  • Daniel Decker

    Physical Therapist

    Total calculated
    $163,133
    From this org
    $137,334
    From related orgs
    $0
    Other
    $25,799
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $57,571
    Bonus
    $77,095
    Other
    $2,668
    Deferred
    $7,082
    Nontaxable benefits
    $18,717
    Filer's total
    $163,133

  • John Decker

    Physical Therapist

    Total calculated
    $232,033
    From this org
    $187,901
    From related orgs
    $0
    Other
    $44,132
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $51,904
    Bonus
    $134,125
    Other
    $1,872
    Deferred
    $9,878
    Nontaxable benefits
    $34,253
    Filer's total
    $232,032

  • Bethany Eichelberger

    Supervisor - Agency

    Total calculated
    $145,998
    From this org
    $135,325
    From related orgs
    $0
    Other
    $10,673
    Hours/week
    40

  • Rhonda Wiering

    VP - Clinical Growth & Innovation

    Total calculated
    $187,488
    From this org
    $148,261
    From related orgs
    $0
    Other
    $39,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,075
    Bonus
    $2,123
    Other
    $2,063
    Deferred
    $7,844
    Nontaxable benefits
    $31,383
    Filer's total
    $187,488

  • Thomas Clark

    Board Member (End 12/2022)

    Total calculated
    $827,105
    From this org
    $0
    From related orgs
    $780,573
    Other
    $46,532
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $759,109 related
    Bonus
    $0
    Other
    $0 + $21,464 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $31,282 related
    Filer's total
    $0 + $827,105 related

  • Jamie Schaefer

    Former Secretary

    Total calculated
    $342,008
    From this org
    $0
    From related orgs
    $292,465
    Other
    $49,543
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,471 related
    Bonus
    $0 + $1,000 related
    Other
    $0 + $994 related
    Deferred
    $0 + $15,076 related
    Nontaxable benefits
    $0 + $34,466 related
    Filer's total
    $0 + $342,007 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 7
John Decker and Daniel Decker are physical therapists on a pay-per-visit model and receive an incentive based on the number of patients they see each week.
Part I, Line 3:
The top management officer's compensation is paid by a related organization, Avera Health. Avera at Home relied on the related organization for determining the compensation for the top management officer using the methods described in Part I, Line 3.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Avera Home Medical Equipment LLC

    Medical Services - Home Medical Equipment · SD · income $33,196,896 · assets $25,943,724

    Directly controlled by Avera at Home

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Avera Home Medical Equipment of Floyd Valley Hospital LLC

    Related · Medical services - home medical equipment · SD · 50% owned · share of income $134,593 · share of assets $291,001

    Directly controlled by Avera at Home

  • Avera Home Medical Equipment of Lakes Regional Healthcare LLC

    Related · Medical services - home medical equipment · IA · 50% owned · share of income $14,613 · share of assets $95,578

    Directly controlled by Avera at Home

  • Avera Home Medical Equipment of Sioux Center LLC

    Related · Medical services - home medical equipment · SD · 50% owned · share of income $224,821 · share of assets $333,852

    Directly controlled by Avera at Home

  • Avera Home Medical Equipment of Spencer Hospital LLC

    Related · Medical services - home medical equipment · SD · 50% owned · share of income $274,347 · share of assets $362,364

    Directly controlled by Avera at Home

  • Brookings Health System - Avera Home Medical Equipment LLC

    Related · Medical services - home medical equipment · SD · 50% owned · share of income $208,638 · share of assets $377,297

    Directly controlled by Avera at Home

  • Caravan Health ACO 15 LLC dba Prairie Vista Care Organization

    Accountable care organization · MO

  • Caravan Health ACO 41 LLC dba Prairie View Care Organization

    Accountable care organization · MO

  • Heart Hospital of South Dakota LLC

    Health care services · SD

  • Surgical Associates Endoscopy Clinic LLC

    Surgical associates · SD

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Accounts Management Inc

    C · Collection agency · SD

  • Alucent Australia Pty Ltd

    Biotech research · AS

  • Alucent Biomedical Inc

    C · Biotech research · SD

  • Avera Property Insurance Inc

    C · Insurance · SD

  • DakotaCare Administrative Services Inc

    C · Insurance · SD

  • Kore Cares In Home Services LLC

    S · In-home care services · SD · 80% owned · share of income $174,595 · share of assets $924,158 · controlled entity

    Directly controlled by Avera at Home

  • South Dakota State Medical Holding Company Inc

    C · Insurance · SD

  • Valley Health Services

    C · Rental real estate · SD

Provenance

Return type
form_990
Tax year
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202411359349309861

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.