Totals
- Total revenue
- $12,778,709
- Total expenses
- $12,769,963
- Contributions and grants received
- $166,101
- Grants paid
- $1,822
- Program service revenue
- $12,560,688
- Investment income
- $51,881
- Other revenue
- $39
- Total assets, end of year
- $24,541,675
- Total liabilities, end of year
- $10,402,418
- Net assets or fund balances, end of year
- $14,139,257
- Program services expenses (Part IX)
- $11,295,471
- Management and general expenses
- $1,474,492
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $11,295,471
Program services were 88.5% 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
$51,620
-
1e · Government grants (contributions)
$114,481
-
2a · Program service revenue: Patient Service Revenue
total $11,914,520 · related or exempt $11,914,520
-
2b · Program service revenue: Pharmacy Revenue
total $558,382 · related or exempt $558,382
-
2c · Program service revenue: Patient and Clinic Revenue
total $26,327 · related or exempt $26,327
-
2f · All other program service revenue
total $61,459 · related or exempt $61,459
-
3 · Investment income
total $8,282 · excluded $8,282
-
7a · Gross sales of assets other than inventory
securities $43,599
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $43,599
-
7d · Net gain or loss
total $43,599 · excluded $43,599
-
11a · Other revenue: A/R Interest
total $39 · related or exempt $39
-
11e · Other revenue, total
$39
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,822 · program services $1,822
-
5 · Compensation of officers, directors and key employees
total $109,694 · program services $109,694
-
7 · Other salaries and wages
total $4,978,453 · program services $4,754,480 · management and general $223,973
-
8 · Pension plan contributions
total $183,518 · program services $171,922 · management and general $11,596
-
9 · Other employee benefits
total $927,088 · program services $898,774 · management and general $28,314
-
10 · Payroll taxes
total $352,714 · program services $335,130 · management and general $17,584
-
11c · Fees: accounting
total $344 · program services $344
-
11d · Fees: lobbying
total $497 · management and general $497
-
11g · Fees: other
total $3,246,114 · program services $2,395,281 · management and general $850,833
-
12 · Advertising and promotion
total $5,569 · program services $2,673 · management and general $2,896
-
13 · Office expenses
total $122,622 · program services $65,525 · management and general $57,097
-
14 · Information technology
total $44,755 · program services $43,265 · management and general $1,490
-
16 · Occupancy
total $223,053 · program services $206,107 · management and general $16,946
-
17 · Travel
total $40,630 · program services $32,141 · management and general $8,489
-
19 · Conferences, conventions and meetings
total $16,586 · program services $16,586
-
22 · Depreciation, depletion and amortization
total $917,226 · program services $716,520 · management and general $200,706
-
23 · Insurance
total $32,559 · management and general $32,559
-
24a · Other expenses: Medical Supplies
total $1,431,137 · program services $1,428,817 · management and general $2,320
-
24b · Other expenses: Equipment Lease/Rental
total $7,281 · program services $7,281
-
24e · All other expenses
total $128,301 · program services $109,109 · management and general $19,192
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $10,931 · end of year $22,076
-
4 · Accounts receivable
beginning of year $1,292,596 · end of year $1,427,493
-
8 · Inventories for sale or use
beginning of year $173,098 · end of year $120,653
-
9 · Prepaid expenses and deferred charges
beginning of year $27,479 · end of year $29,517
-
10a · Land, buildings and equipment: cost or other basis
$18,104,368
-
10b · Land, buildings and equipment: accumulated depreciation
$6,482,739
-
10c · Land, buildings and equipment, net
beginning of year $12,100,533 · end of year $11,621,629
-
12 · Investments: other securities
beginning of year $3,406,574 · end of year $10,455,036
-
13 · Investments: program-related
end of year $109,041
-
15 · Other assets
beginning of year $0 · end of year $756,230
-
17 · Accounts payable and accrued expenses
beginning of year $465,806 · end of year $432,752
-
19 · Deferred revenue
beginning of year $2,252 · end of year $933
-
21 · Escrow or custodial account liability
beginning of year $3,704 · end of year $1,548
-
25 · Other liabilities
beginning of year $3,276,643 · end of year $9,967,185
-
27 · Net assets without donor restrictions
beginning of year $13,262,806 · end of year $13,674,328
-
28 · Net assets with donor restrictions
end of year $464,929
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)
Promotion of health
-
Avera Gettysburg's mission is to provide healthcare services to Gettysburg, South Dakota residents and residents of the surrounding counties including Potter, Sully Faulk, and Dewey. Avera Gettysburg is a 501(c)(3) organization affiliated with Avera Health. Avera Gettysburg consists of a 7-bed critical access hospital, a physician clinic, and a 53-bed nursing home in Gettysburg, South Dakota. Avera Gettysburg provides acute care, swing-bed, and long-term healthcare services. Services include emergency department, surgery, x-ray, laboratory, CT, outpatient treatment, physical therapy, occupational therapy, ambulatory care, long-term care, and senior living apartments. Following is a breakdown of these statistics by facility:Avera Gettysburg Hospital 80 Acute patient discharges 45 Swing Bed patient discharges 5,390 Outpatient visits 472 Swing-bed patient days 4,597 Clinic visitsOahe Manor 11,337 Long-term resident days 22 Long Term Care patient dischargesAvera Gettysburg maintains records to identify and monitor the level of charity care it provides. These records include the amount of charges forgone for services and supplies furnished under its charity care policy and equivalent service statistics. The amount of charges foregone, based on established rates, were $98,775.Avera Gettysburg also provides community benefit health activities at less than or at no cost to support those in the area serviced, see Schedule H. As a member of the Avera Health Network, Avera Gettysburg upholds the vision of the Presentation and Benedictine Sisters to work through collaboration to provide quality, effective health ministry and to improve the healthcare of individuals and our communities through a regionally integrated network of persons and institutions. Avera Gettysburg engages in activities designed to improve the health of individuals and communities in response to a calling to heal the sick, the elderly, and the oppressed.
Expenses $11,295,471 · Grants $1,822 · Revenue $12,560,727
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Shantel Krebs
Interim President/CEO (Beg 03/2023)
- Total calculated
- $112,712
- From this org
- $0
- From related orgs
- $107,215
- Other
- $5,497
- Hours/week
- 2 + 42 related
-
Dr Mikel Holland
CMO/President/CEO (End 03/2023)
- Total calculated
- $451,868
- From this org
- $0
- From related orgs
- $397,658
- Other
- $54,210
- Hours/week
- 2 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $392,025 related
- Bonus
- $0 + $460 related
- Other
- $0 + $5,173 related
- Deferred
- $0 + $15,250 related
- Nontaxable benefits
- $0 + $38,960 related
- Filer's total
- $0 + $451,868 related
-
Mike Weisgram
Chair
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Kristin Brost
Board Member
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Jamie Cronin
Board Member
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Dr Mark Hagy
Board Member/Orthopedics
- Total calculated
- $857,212
- From this org
- $0
- From related orgs
- $827,282
- Other
- $29,930
- Hours/week
- 2 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $732,133 related
- Bonus
- $0 + $32,160 related
- Other
- $0 + $62,989 related
- Deferred
- $0 + $15,250 related
- Nontaxable benefits
- $0 + $14,680 related
- Filer's total
- $0 + $857,212 related
-
Michael Larson
Board Member
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Meredith Lee
Board Member
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Kim Olson
Board Member
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Rena Robbennolt Beg 032023
Board Member/Nurse Practioner
- Total calculated
- $137,984
- From this org
- $27,887
- From related orgs
- $67,154
- Other
- $42,943
- Hours/week
- 30 + 2 related
-
Sr Lynn Marie Welbig PBVM
Board Member
- Total calculated
- $0
- Hours/week
- 2 + 3 related
-
Robert Wylie
Board Member
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Sr Penny Bingham
Board Member
- Total calculated
- $0
- Hours/week
- 2 + 7 related
-
Dr Amy Lueking - Board mbr
to 03/2023)/VP of Med Affairs/CMO
- Total calculated
- $376,532
- From this org
- $0
- From related orgs
- $327,482
- Other
- $49,050
- Hours/week
- 2 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $276,480 related
- Bonus
- $0 + $49,551 related
- Other
- $0 + $1,451 related
- Deferred
- $0 + $15,250 related
- Nontaxable benefits
- $0 + $33,800 related
- Filer's total
- $0 + $376,532 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
-
Connie Belford
Nurse Practitioner
- Total calculated
- $207,057
- From this org
- $165,495
- From related orgs
- $0
- Other
- $41,562
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,956
- Bonus
- $612
- Other
- $2,927
- Deferred
- $8,559
- Nontaxable benefits
- $33,002
- Filer's total
- $207,056
-
Mary Mae B Quipot-Ackerman
Medical Lab Scientist
- Total calculated
- $120,231
- From this org
- $112,726
- From related orgs
- $0
- Other
- $7,505
- Hours/week
- 40
-
Jonda Sue Johnson
Director - Patient Care
- Total calculated
- $144,432
- From this org
- $115,173
- From related orgs
- $0
- Other
- $29,259
- Hours/week
- 40
-
Kristi Livermont MBA
Administrator
- Total calculated
- $152,561
- From this org
- $134,679
- From related orgs
- $0
- Other
- $17,882
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,521
- Bonus
- $0
- Other
- $158
- Deferred
- $6,735
- Nontaxable benefits
- $11,147
- Filer's total
- $152,561
-
Daylon Wigart
Nurse Practitioner
- Total calculated
- $206,143
- From this org
- $166,070
- From related orgs
- $0
- Other
- $40,073
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,314
- Bonus
- $0
- Other
- $17,756
- Deferred
- $6,310
- Nontaxable benefits
- $33,763
- Filer's total
- $206,143
-
Todd Forkel
Former President/CEO
- Total calculated
- $125,417
- From this org
- $0
- From related orgs
- $113,998
- Other
- $11,419
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $112,827 related
- Bonus
- $0
- Other
- $0 + $1,171 related
- Deferred
- $0 + $5,725 related
- Nontaxable benefits
- $0 + $5,693 related
- Filer's total
- $0 + $125,416 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
None.
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 3:
- President/CEO serves Avera St. Mary's and Avera Gettysburg and was compensated by a related organization, Avera McKennan. Avera Gettysburg relied on the related organization for determining the compensation for the President/CEO 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.
-
501(c)(3) · Promotion of Health · SD
-
501(c)(3) · Healthcare Services · SD
Directly controlled by Avera Health
-
501(c)(3) · Home Services · SD
Directly controlled by Avera Health
-
501(c)(4) · Health Financing and Health Plan Admin · SD
Directly controlled by Avera Health
-
501(c)(3) · Healthcare Services · MN
Directly controlled by Avera Health
-
501(c)(3) · Healthcare Services · MN
Directly controlled by Avera Marshall
-
501(c)(3) · Healthcare Services · MN
Directly controlled by Avera Marshall
-
501(c)(3) · Healthcare Services · SD
Directly controlled by Avera Health
-
501(c)(3) · Healthcare Services · NE
Directly controlled by Avera Health
-
501(c)(3) · Healthcare Services · SD
Directly controlled by Avera Health
-
501(c)(3) · Healthcare Services · SD
Directly controlled by Avera Health
-
501(c)(3) · Healthcare Services · IA
Directly controlled by Avera Health
-
Holy Family Hospital Foundation
501(c)(3) · Support Health Related Services · IA
Directly controlled by Avera Holy Family
-
501(c)(3) · Healthcare Services · SD
Directly controlled by Avera Health
-
Lewis and Clark Health Education and Service Agency
501(c)(3) · Healthcare Services · SD
Directly controlled by Avera Health
-
501(c)(3) · Healthcare Services · SD
Directly controlled by Avera Health
-
St Benedict Health Center Foundation
501(c)(3) · Support Health Related Services · SD
Directly controlled by St Benedict Health Center
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.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Avera Home Medical Equipment of Floyd Valley Hospital LLC
Medical services - home medical equipment · SD
-
Avera Home Medical Equipment of Lakes Regional Healthcare LLC
Medical services - home medical equipment · IA
-
Avera Home Medical Equipment of Sioux Center LLC
Medical services - home medical equipment · SD
-
Avera Home Medical Equipment of Spencer Hospital LLC
Medical services - home medical equipment · SD
-
Brookings Health System - Avera Home Medical Equipment LLC
Medical services - home medical equipment · SD
-
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
Healthcare 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
-
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
- 202441359349310034
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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