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Nonprofiteer
← AVERA HEALTH PLANS INC

Form 990 for tax year 2023

Filed by AVERA HEALTH PLANS INC.

Totals

Total revenue
$342,342,227
Total expenses
$331,043,313
Contributions and grants received
$0
Grants paid
$600,000
Program services expenses (Part IX)
$295,034,816
Management and general expenses
$36,008,497
Fundraising expenses
$0
Program service expenses (Part III)
$295,034,816

Program services were 89.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BOB SUTTON

    PRESIDENT (UNTIL AUG 2023)

    Total calculated
    $2,140,896
    From this org
    $0
    From related orgs
    $2,080,463
    Other
    $60,433
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,068,183 related
    Bonus
    $0
    Other
    $0 + $12,280 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $43,933 related
    Filer's total
    $0 + $2,140,896 related

  • JULIE LAUTT

    SEC/TREASURER

    Total calculated
    $1,223,076
    From this org
    $0
    From related orgs
    $1,203,675
    Other
    $19,401
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,197,590 related
    Bonus
    $0 + $480 related
    Other
    $0 + $5,605 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $2,901 related
    Filer's total
    $0 + $1,223,076 related

  • DOUGLAS EKEREN

    DIRECTOR

    Total calculated
    $692,617
    From this org
    $0
    From related orgs
    $652,618
    Other
    $39,999
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $641,698 related
    Bonus
    $0 + $900 related
    Other
    $0 + $10,020 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $23,499 related
    Filer's total
    $0 + $692,617 related

  • DEBRA MULLER

    DIRECTOR; CEO (UNTIL AUG 2023)

    Total calculated
    $649,011
    From this org
    $618,225
    From related orgs
    $0
    Other
    $30,786
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $382,897
    Bonus
    $0
    Other
    $235,328
    Deferred
    $16,500
    Nontaxable benefits
    $14,286
    Filer's total
    $649,011

  • DR CLARK LIKNESS

    DIRECTOR (UNTIL AUG 2023)

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL BENDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CLARK SINCLAIR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREW ELLSWORTH

    DIRECTOR; PHYSICIAN

    Total calculated
    $268,373
    From this org
    $0
    From related orgs
    $215,289
    Other
    $53,084
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,436 related
    Bonus
    $0 + $40,443 related
    Other
    $0 + $410 related
    Deferred
    $0 + $11,376 related
    Nontaxable benefits
    $0 + $41,709 related
    Filer's total
    $0 + $268,374 related

  • RYAN HUBER

    DIRECTOR (BEG JUL 2023)

    Total calculated
    $0
    Hours/week
    1

  • JAMES DOVER

    PRESIDENT (BEG OCT 2023)

    Total calculated
    $399,782
    From this org
    $0
    From related orgs
    $396,393
    Other
    $3,389
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,194 related
    Bonus
    $0
    Other
    $0 + $8,199 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $3,389 related
    Filer's total
    $0 + $399,782 related

  • DAVID LEMPERLE

    DIRECTOR; CEO (BEG AUG 2023)

    Total calculated
    $348,391
    From this org
    $0
    From related orgs
    $321,557
    Other
    $26,834
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $238,175 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $33,382 related
    Deferred
    $0 + $12,885 related
    Nontaxable benefits
    $0 + $13,949 related
    Filer's total
    $0 + $348,391 related

  • RICHARD KORMAN

    VICE PRESIDENT

    Total calculated
    $874,517
    From this org
    $0
    From related orgs
    $808,575
    Other
    $65,942
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $798,056 related
    Bonus
    $0
    Other
    $0 + $10,519 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $49,442 related
    Filer's total
    $0 + $874,517 related

  • DR PRESTON RENSHAW

    CMO

    Total calculated
    $475,523
    From this org
    $418,202
    From related orgs
    $0
    Other
    $57,321
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $416,901
    Bonus
    $255
    Other
    $1,046
    Deferred
    $16,500
    Nontaxable benefits
    $40,821
    Filer's total
    $475,523

  • JORDAN ANDERSON

    VICE PRESIDENT OF SALES

    Total calculated
    $342,834
    From this org
    $301,906
    From related orgs
    $0
    Other
    $40,928
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,417
    Bonus
    $101,295
    Other
    $194
    Deferred
    $143
    Nontaxable benefits
    $40,785
    Filer's total
    $342,834

  • CHRISTOPHER JESSEN

    CFO

    Total calculated
    $329,303
    From this org
    $272,295
    From related orgs
    $0
    Other
    $57,008
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,922
    Bonus
    $0
    Other
    $1,373
    Deferred
    $14,227
    Nontaxable benefits
    $42,781
    Filer's total
    $329,303

  • LISA CARLSON

    COO

    Total calculated
    $269,391
    From this org
    $220,633
    From related orgs
    $0
    Other
    $48,758
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,161
    Bonus
    $0
    Other
    $472
    Deferred
    $11,417
    Nontaxable benefits
    $37,341
    Filer's total
    $269,391

  • GREGORY JASMER

    CAO (UNTIL MAY 2023)

    Total calculated
    $387,048
    From this org
    $353,747
    From related orgs
    $0
    Other
    $33,301
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $87,359
    Bonus
    $0
    Other
    $266,388
    Deferred
    $16,500
    Nontaxable benefits
    $16,801
    Filer's total
    $387,048

  • TANNA GRIES UNTIL MAR 2023

    DIR. OF FINANCIAL REPORTING

    Total calculated
    $189,039
    From this org
    $179,576
    From related orgs
    $0
    Other
    $9,463
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $47,060
    Bonus
    $0
    Other
    $132,516
    Deferred
    $8,974
    Nontaxable benefits
    $489
    Filer's total
    $189,039

  • RENEE SCHROEDER

    MEDICAL DIRECTOR

    Total calculated
    $318,479
    From this org
    $271,993
    From related orgs
    $0
    Other
    $46,486
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,572
    Bonus
    $0
    Other
    $421
    Deferred
    $5,665
    Nontaxable benefits
    $40,821
    Filer's total
    $318,479

  • JOANN DEBEER

    DIR. OF FINANCE (UNTIL DEC 2023)

    Total calculated
    $189,436
    From this org
    $166,684
    From related orgs
    $0
    Other
    $22,752
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,599
    Bonus
    $0
    Other
    $1,085
    Deferred
    $7,716
    Nontaxable benefits
    $15,036
    Filer's total
    $189,436

  • SARA HANSEN - SENIOR DIR

    OF POPULATION HEALTH & CLINIC OPS

    Total calculated
    $179,111
    From this org
    $176,663
    From related orgs
    $0
    Other
    $2,448
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,659
    Bonus
    $0
    Other
    $4,004
    Deferred
    $1,939
    Nontaxable benefits
    $509
    Filer's total
    $179,111

  • COREY WEEG UNTIL OCT 2023

    DIR. OF PRODUCT DEVELOPMENT

    Total calculated
    $205,748
    From this org
    $184,264
    From related orgs
    $0
    Other
    $21,484
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $91,571
    Bonus
    $0
    Other
    $92,693
    Deferred
    $9,344
    Nontaxable benefits
    $12,139
    Filer's total
    $205,747

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 — 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

  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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 3
THE PRESIDENT'S COMPENSATION IS PAID BY A RELATED ORGANIZATION, AVERA HEALTH. AVERA HEALTH PLANS, INC. RELIED ON THE RELATED ORGANIZATION FOR DETERMINING THE COMPENSATION FOR THE PRESIDENT USING THE METHODS DESCRIBED IN PART I, LINE 3.
PART I, LINE 4A
DEBRA MULLER RECEIVED A SEVERANCE PAYMENT OF $229,008. GREG JASMER RECEIVED A SEVERANCE PAYMENT OF $266,257. TANNA GRIES RECEIVED A SEVERANCE PAYMENT OF $132,070. COREY WEEG RECEIVED A SEVERANCE PAYMENT OF $92,504.
PART I, LINE 7
A FORMULA IS USED TO DETERMINE BONUSES PAID FOR NEW SALES AND RETENTION.

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
2 October 2024
IRS schema version
2023v5.1
Source object
202412769349301611

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

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