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Nonprofiteer
← Holy Family Hospital Foundation

Form 990 for tax year 2023

Filed by Holy Family Hospital Foundation.

Totals

Total revenue
$212,395
Total expenses
$61,369
Contributions and grants received
$147,915
Grants paid
$23,050
Program service revenue
$0
Investment income
$64,480
Other revenue
$0
Total assets, end of year
$3,136,114
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,136,114
Program services expenses (Part IX)
$23,050
Management and general expenses
$38,319
Fundraising expenses
$0
Program service expenses (Part III)
$23,050

Program services were 37.6% 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.

  • 1f · All other contributions, gifts and grants

    $147,915

  • 3 · Investment income

    total $6,966 · excluded $6,966

  • 7a · Gross sales of assets other than inventory

    securities $57,514

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

    securities $0

  • 7c · Gain or loss

    securities $57,514

  • 7d · Net gain or loss

    total $57,514 · excluded $57,514

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $14,850 · program services $14,850

  • 2 · Grants to domestic individuals

    total $8,200 · program services $8,200

  • 11f · Fees: investment management

    total $14,516 · management and general $14,516

  • 13 · Office expenses

    total $1,313 · management and general $1,313

  • 16 · Occupancy

    total $22,490 · management and general $22,490

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $90,781 · end of year $97,747

  • 12 · Investments: other securities

    beginning of year $2,894,307 · end of year $3,038,367

  • 27 · Net assets without donor restrictions

    beginning of year $2,985,088 · end of year $3,136,114

Mission and programs · 2023

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)

To support and raise funds for Avera Holy Family.

  • The Foundation continued to support Avera Holy Family during the current fiscal year June 30, 2024. The Foundation provided funds for patient transportation assistance, employee appreciation, employee education and employee assistance. Some of the donations received were used to build up the endowment fund.

    Expenses $23,050 · Grants $23,050

As filed on the 2023 return.

Listed in Part VII

  • Phyllis Martens

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Cindy White

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Robyn Swisher

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mike Cornwall

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Shannon Schiltz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Katie Harris

    Director

    Total calculated
    $0
    Hours/week
    1

  • Makenna Crookshank

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brad Held

    Director/Paramedic - Joined 9/2023

    Total calculated
    $65,055
    From this org
    $0
    From related orgs
    $49,646
    Other
    $15,409
    Hours/week
    1 + 40 related

  • Mike Wycoff

    Director - Joined 9/2023

    Total calculated
    $0
    Hours/week
    1

  • Deb Herzberg

    President/CEO Avera Holy Family

    Total calculated
    $234,898
    From this org
    $0
    From related orgs
    $207,039
    Other
    $27,859
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,649 related
    Bonus
    $0
    Other
    $0 + $3,390 related
    Deferred
    $0 + $10,458 related
    Nontaxable benefits
    $0 + $17,401 related
    Filer's total
    $0 + $234,898 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:
The President/CEO's compensation is paid by a related organization, Avera McKennan. Avera Holy Family Foundation 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

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 Sioux Center LLC

    Medical Services - Home Medical Equipment · SD

  • Surgical Associates Endoscopy Clinic LLC

    Surgical Associates · SD

  • Avera Home Medical Equipment of Spencer Hospital LLC

    Medical Services - Home Medical Equipment · SD

  • Heart Hospital of South Dakota LLC

    Healthcare Services · SD

  • Brookings Health System - Avera HME LLC

    Healthcare Services · SD

  • Caravan Health ACO 41 LLC dba Prairie View Care Organization

    Accountable Care Organization · MO

  • Caravan Health ACO 15 LLC dba Prairie Vista Care Organization

    Accountable Care Organization · MO

  • Avera Home Medical Equipment of Lakes Regional Healthcare LLC

    Medical Services - Home Medical Equipment · IA

Related corporations and trusts

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

  • Accounts Management Inc

    C · Collection Agency · SD

  • Avera Property Insurance Inc

    C · Insurance · SD

  • Valley Health Services

    C · Rental Real Estate · SD

  • Alucent Biomedical Inc

    C · Biotech Research · SD

  • South Dakota State Medical Holding Company Inc

    C · Insurance · SD

  • DakotaCare Administrative Services Inc

    C · Insurance · SD

  • Alucent Australia Pty Ltd

    Biotech Research · AS

  • Kore Cares In Home Services LLC

    S · In-Home Care Services · SD

Provenance

Return type
form_990
Tax year
2023
Filed
9 April 2025
IRS schema version
2023v6.0
Source object
202531009349301113

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