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Nonprofiteer
← SACRED HEART HEALTH SERVICES

Form 990 for tax year 2022

Filed by SACRED HEART HEALTH SERVICES.

Totals

Total revenue
$148,423,646
Total expenses
$144,472,709
Contributions and grants received
$1,712,360
Grants paid
$166,155
Program service revenue
$144,214,967
Investment income
$2,220,031
Other revenue
$276,288
Total assets, end of year
$399,640,005
Total liabilities, end of year
$49,584,411
Net assets or fund balances, end of year
$350,055,594
Program services expenses (Part IX)
$129,115,916
Management and general expenses
$15,346,013
Fundraising expenses
$10,780
Program service expenses (Part III)
$129,115,916

Program services were 89.4% 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

    $83,769

  • 1e · Government grants (contributions)

    $1,584,985

  • 1f · All other contributions, gifts and grants

    $43,606

  • 2a · Program service revenue: Net Patient Service Revenue

    total $139,405,391 · related or exempt $139,405,391

  • 2b · Program service revenue: Pharmacy Revenue

    total $1,456,886 · related or exempt $1,456,886

  • 2c · Program service revenue: Patient and Clinic Revenue

    total $346,569 · related or exempt $346,569

  • 2f · All other program service revenue

    total $3,006,121 · related or exempt $3,006,121

  • 3 · Investment income

    total $61,725 · excluded $61,725

  • 6a · Gross rents

    real property $541,320

  • 6b · Less rental expenses

    real property $283,978

  • 6c · Rental income or loss

    real property $257,342

  • 6d · Net rental income or loss

    total $257,342 · excluded $257,342

  • 7a · Gross sales of assets other than inventory

    securities $2,128,863 · other assets $29,443

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $2,128,863 · other assets $29,443

  • 7d · Net gain or loss

    total $2,158,306 · excluded $2,158,306

  • 11a · Other revenue: A/R Interest Income

    total $18,946 · related or exempt $18,946

  • 11e · Other revenue, total

    $18,946

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $166,155 · program services $166,155

  • 5 · Compensation of officers, directors and key employees

    total $489,670 · management and general $489,670

  • 6 · Compensation of disqualified persons

    total $306,046 · program services $306,046

  • 7 · Other salaries and wages

    total $59,196,993 · program services $58,537,331 · management and general $659,662

  • 8 · Pension plan contributions

    total $2,211,207 · program services $2,160,021 · management and general $51,186

  • 9 · Other employee benefits

    total $9,403,694 · program services $9,220,603 · management and general $183,091

  • 10 · Payroll taxes

    total $3,983,075 · program services $3,849,681 · management and general $133,394

  • 11b · Fees: legal

    total $22,253 · management and general $22,253

  • 11d · Fees: lobbying

    total $7,542 · management and general $7,542

  • 11g · Fees: other

    total $29,182,153 · program services $19,541,868 · management and general $9,640,256 · fundraising $29

  • 12 · Advertising and promotion

    total $12,447 · program services $9,720 · management and general $2,727

  • 13 · Office expenses

    total $1,527,231 · program services $1,158,959 · management and general $367,864 · fundraising $408

  • 14 · Information technology

    total $514,645 · program services $465,554 · management and general $49,091

  • 16 · Occupancy

    total $3,074,401 · program services $2,872,019 · management and general $202,382

  • 17 · Travel

    total $325,316 · program services $313,579 · management and general $11,737

  • 19 · Conferences, conventions and meetings

    total $225,374 · program services $204,274 · management and general $21,100

  • 20 · Interest

    total $1,553,728 · program services $438,069 · management and general $1,115,659

  • 22 · Depreciation, depletion and amortization

    total $7,150,782 · program services $5,500,643 · management and general $1,648,211 · fundraising $1,928

  • 23 · Insurance

    total $691,158 · program services $156,338 · management and general $534,820

  • 24a · Other expenses: Medical Supplies

    total $22,995,582 · program services $22,964,502 · management and general $31,080

  • 24b · Other expenses: Equipment Lease/Rental

    total $110,940 · program services $108,169 · management and general $2,771

  • 24e · All other expenses

    total $1,322,317 · program services $1,142,385 · management and general $171,517 · fundraising $8,415

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,699,257 · end of year $1,509,292

  • 4 · Accounts receivable

    beginning of year $19,223,179 · end of year $18,726,513

  • 8 · Inventories for sale or use

    beginning of year $2,562,008 · end of year $2,712,631

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,064,659 · end of year $836,106

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

    $176,879,224

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

    $121,350,112

  • 10c · Land, buildings and equipment, net

    beginning of year $59,102,374 · end of year $55,529,112

  • 12 · Investments: other securities

    beginning of year $288,812,533 · end of year $311,089,730

  • 13 · Investments: program-related

    beginning of year $1,075,779 · end of year $1,900,608

  • 14 · Intangible assets

    beginning of year $6,897,639 · end of year $6,827,460

  • 15 · Other assets

    beginning of year $756,445 · end of year $508,553

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,211,735 · end of year $9,405,538

  • 19 · Deferred revenue

    beginning of year $671,150 · end of year $88,899

  • 20 · Tax-exempt bond liabilities

    beginning of year $40,629,381 · end of year $38,970,243

  • 21 · Escrow or custodial account liability

    beginning of year $104,880 · end of year $56,259

  • 25 · Other liabilities

    beginning of year $1,873,800 · end of year $1,063,472

  • 27 · Net assets without donor restrictions

    beginning of year $315,209,674 · end of year $336,728,564

  • 28 · Net assets with donor restrictions

    beginning of year $12,493,253 · end of year $13,327,030

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 Sacred Heart's mission is to provide healthcare services to Yankton, South Dakota residents and residents of the surrounding area. Avera Sacred Heart is a 501(c)(3) organization affiliated with Avera Health. Avera Sacred Heart consists of a 99-bed hospital and a 187-bed nursing home, congregate housing facility and a hospice house in Yankton, SD, a 23-bed critical access hospital and a 47-bed nursing home in Creighton, NE, and 15 physician clinics. The physician clinics include primary care, ob/gyn, pediatrics, orthopedics, general surgery, internal medicine, radiation, radiology, oncology, podiatry, therapy, dialysis, behavioral health, and palliative care. Following is a breakdown of these statistics by facility:Avera Sacred Heart Hospital 2,868 Acute inpatient discharges 486 Newborn patient discharges 71 Swing bed patient discharges 90,308 Outpatient visits 394 Swing-bed patient days 1,116 Newborn patient days 37,584 Clinic visitsAvera Sacred Heart Majestic Bluffs 273 Long term care patient discharges 63,224 Long-term care resident daysAvera Creighton Hospital (CAH) 79 Acute inpatient discharges 52 Swing bed patient discharges 7,814 Outpatient visits 594 Swing-bed patient days 19,604 Clinic visitsAvera Creighton Care Centre 34 Long term care patient discharges 12,755 Long-term care resident daysAvera Sacred Heart 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 $2,444,310.Avera Sacred Heart 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 Sacred Heart 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 Sacred Heart 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 $129,115,916 · Grants $166,155 · Revenue $144,233,913

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

Listed in Part VII

  • Douglas Ekeren

    President/CEO

    Total calculated
    $750,622
    From this org
    $0
    From related orgs
    $704,190
    Other
    $46,432
    Hours/week
    42 + 7 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

  • Brian Steward

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Kathy Greeneway

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Carolyn Becker

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Bernie Hunhoff

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jack Hurley

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Sr Debra Kolecka

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • Amy Leon

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Tom Lorang EdD

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Beth Mikkelsen MD

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Steve Schindler

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Steve Schmeichel

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Sr Roxanne Seifert

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 7 related

  • Richard Strom MD

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Sr Lucille Welbig

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 5 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

  • Anthony Erickson

    VP - Senior Services

    Total calculated
    $241,034
    From this org
    $204,761
    From related orgs
    $0
    Other
    $36,273
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,398
    Bonus
    $440
    Other
    $1,923
    Deferred
    $9,766
    Nontaxable benefits
    $26,507
    Filer's total
    $241,034

  • Lindsay Flannery

    VP - Patient Care Services

    Total calculated
    $222,465
    From this org
    $211,601
    From related orgs
    $0
    Other
    $10,864
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,154
    Bonus
    $0
    Other
    $447
    Deferred
    $10,558
    Nontaxable benefits
    $306
    Filer's total
    $222,465

  • Derrick Doolittle MD

    Diagnostic Radiology & Radiology

    Total calculated
    $787,426
    From this org
    $733,115
    From related orgs
    $0
    Other
    $54,311
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $504,502
    Bonus
    $205,525
    Other
    $23,088
    Deferred
    $15,250
    Nontaxable benefits
    $39,061
    Filer's total
    $787,426

  • Steve Gutnik MD FACP

    Gastroenterology & Internal Medicine

    Total calculated
    $897,205
    From this org
    $869,935
    From related orgs
    $0
    Other
    $27,270
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $823,926
    Bonus
    $15,000
    Other
    $31,009
    Deferred
    $15,250
    Nontaxable benefits
    $12,020
    Filer's total
    $897,205

  • Michael Peterson MD

    Radiation Oncology & Oncology

    Total calculated
    $683,953
    From this org
    $644,352
    From related orgs
    $0
    Other
    $39,601
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $620,149
    Bonus
    $15,000
    Other
    $9,203
    Deferred
    $15,250
    Nontaxable benefits
    $24,351
    Filer's total
    $683,953

  • Ryan Sieg MD

    Orthopedics,Surgery& Sports Medicine

    Total calculated
    $828,702
    From this org
    $782,142
    From related orgs
    $0
    Other
    $46,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $692,801
    Bonus
    $16,000
    Other
    $73,341
    Deferred
    $15,250
    Nontaxable benefits
    $31,310
    Filer's total
    $828,702

  • Adam Strehle MD

    Family Medicine/OB

    Total calculated
    $724,030
    From this org
    $677,569
    From related orgs
    $0
    Other
    $46,461
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $344,306
    Bonus
    $300,946
    Other
    $32,317
    Deferred
    $15,250
    Nontaxable benefits
    $31,211
    Filer's total
    $724,030

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:
The President/CEO and CFO-Avera Health are compensated by Avera Health. Avera Sacred Heart relied on the related organization for determining the compensation for the President/CEO and CFO-Avera Health 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

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.

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 HME 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 Inc

    C · Rental real estate · SD · 100% owned · share of income -$116,634 · share of assets $1,049,059 · controlled entity

    Directly controlled by Sacred Heart Health Services

Provenance

Return type
form_990
Tax year
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202401359349309790

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