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Nonprofiteer
← AVERA ST LUKES

Form 990 for tax year 2023

Filed by AVERA ST LUKES.

Totals

Total revenue
$197,141,413
Total expenses
$199,815,005
Contributions and grants received
$569,579
Grants paid
$11,569
Program service revenue
$196,779,327
Investment income
$570,203
Other revenue
-$777,696
Total assets, end of year
$150,122,754
Total liabilities, end of year
$72,116,047
Net assets or fund balances, end of year
$78,006,707
Program services expenses (Part IX)
$185,755,251
Management and general expenses
$14,055,940
Fundraising expenses
$3,814
Program service expenses (Part III)
$185,755,251

Program services were 93.0% 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

    $168,249

  • 1e · Government grants (contributions)

    $401,330

  • 2a · Program service revenue: Net Patient Revenue

    total $190,905,715 · related or exempt $190,363,557 · unrelated business $542,158

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

    total $1,523,151 · related or exempt $1,523,151

  • 2c · Program service revenue: Investment in Partnership

    total $807,716 · related or exempt $807,716

  • 2f · All other program service revenue

    total $3,542,745 · related or exempt $3,542,745

  • 3 · Investment income

    total $301,384 · excluded $301,384

  • 6a · Gross rents

    real property $419,286

  • 6b · Less rental expenses

    real property $618,237

  • 6c · Rental income or loss

    real property -$198,951

  • 6d · Net rental income or loss

    total -$198,951 · excluded -$198,951

  • 7a · Gross sales of assets other than inventory

    securities $304,763

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

    securities $0 · other assets $35,944

  • 7c · Gain or loss

    securities $304,763 · other assets -$35,944

  • 7d · Net gain or loss

    total $268,819 · excluded $268,819

  • 10a · Gross sales of inventory

    $10,374,037

  • 10b · Cost of goods sold

    $11,189,485

  • 10c · Net income from sales of inventory

    total -$815,448 · related or exempt -$92,595 · unrelated business -$722,853

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

    total $236,703 · related or exempt $236,703

  • 11e · Other revenue, total

    $236,703

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,569 · program services $11,569

  • 5 · Compensation of officers, directors and key employees

    total $1,401,017 · program services $1,217,575 · management and general $183,442

  • 6 · Compensation of disqualified persons

    total $1,356,158 · program services $1,356,158

  • 7 · Other salaries and wages

    total $89,475,385 · program services $87,843,669 · management and general $1,631,716

  • 8 · Pension plan contributions

    total $2,938,807 · program services $2,875,121 · management and general $63,686

  • 9 · Other employee benefits

    total $11,378,712 · program services $11,084,405 · management and general $294,307

  • 10 · Payroll taxes

    total $5,255,442 · program services $5,142,796 · management and general $112,646

  • 11b · Fees: legal

    total $24,941 · management and general $24,941

  • 11d · Fees: lobbying

    total $5,603 · management and general $5,603

  • 11g · Fees: other

    total $39,048,895 · program services $29,383,842 · management and general $9,664,620 · fundraising $433

  • 12 · Advertising and promotion

    total $17,923 · program services $11,774 · management and general $6,149

  • 13 · Office expenses

    total $1,351,125 · program services $1,144,170 · management and general $205,614 · fundraising $1,341

  • 14 · Information technology

    total $731,746 · program services $731,636 · management and general $60 · fundraising $50

  • 16 · Occupancy

    total $2,252,454 · program services $2,049,159 · management and general $203,295

  • 17 · Travel

    total $375,208 · program services $354,503 · management and general $20,705

  • 19 · Conferences, conventions and meetings

    total $284,188 · program services $273,484 · management and general $10,704

  • 20 · Interest

    total $2,366,899 · program services $1,952,128 · management and general $414,771

  • 22 · Depreciation, depletion and amortization

    total $6,396,312 · program services $5,908,674 · management and general $486,940 · fundraising $698

  • 23 · Insurance

    total $974,970 · program services $414,725 · management and general $560,245

  • 24a · Other expenses: Medical Supplies

    total $32,662,571 · program services $32,612,520 · management and general $49,098 · fundraising $953

  • 24b · Other expenses: Equipment Lease/Rental

    total $192,816 · program services $192,816

  • 24c · Other expenses: Provision for income ta

    total $60,000 · program services $60,000

  • 24d · Other expenses: Bad Debt

    total $5,012 · program services $5,012

  • 24e · All other expenses

    total $1,247,252 · program services $1,129,515 · management and general $117,398 · fundraising $339

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $41,670 · end of year -$16,557

  • 4 · Accounts receivable

    beginning of year $28,031,852 · end of year $23,439,653

  • 8 · Inventories for sale or use

    beginning of year $5,028,788 · end of year $4,113,300

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,034,330 · end of year $891,585

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

    $191,903,983

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

    $130,285,541

  • 10c · Land, buildings and equipment, net

    beginning of year $63,914,775 · end of year $61,618,442

  • 12 · Investments: other securities

    beginning of year $12,871,473 · end of year $16,494,586

  • 13 · Investments: program-related

    beginning of year $1,367,227 · end of year $1,446,442

  • 14 · Intangible assets

    beginning of year $41,350,782 · end of year $41,108,248

  • 15 · Other assets

    beginning of year $1,745,509 · end of year $1,027,055

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,608,812 · end of year $13,271,564

  • 19 · Deferred revenue

    beginning of year $111,876 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $60,470,223 · end of year $57,980,674

  • 21 · Escrow or custodial account liability

    beginning of year $16,964 · end of year $16,682

  • 25 · Other liabilities

    beginning of year $1,221,475 · end of year $847,127

  • 27 · Net assets without donor restrictions

    beginning of year $75,841,229 · end of year $74,275,235

  • 28 · Net assets with donor restrictions

    beginning of year $3,115,827 · end of year $3,731,472

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)

Promotion of health

  • Avera St. Luke's mission is to provide healthcare services to Aberdeen, South Dakota residents and residents of the surrounding area. Avera St. Luke's is a 501(c)(3) organization affiliated with Avera Health. Avera St. Luke's consists of 50 acute beds, 10 inpatient behavioral health beds, an 81-bed nursing home in Aberdeen, SD, a 56-bed nursing home in Eureka, SD, a 2-bed surgical center in Aberdeen, SD, and 18 physician clinics. The physician clinics include primary care, ob/gyn, pediatrics, orthopedics, general surgery, radiation, radiology, oncology, therapy, urology, hematology, psychiatry, pulmonology, nephrology, podiatry, ear nose and throat, pain management, and cardiology. Avera St. Luke's provides acute care and long-term healthcare services. Avera St. Luke's Hospital 3,658 Acute patient discharges 367 Newborn patient discharges 38 Swing bed patient discharges 153,025 Outpatient visits 300 Swing-bed patient days 614 Newborn patient days 148,921 Clinic visits 46,530 Nursing home resident days 116 Long Term Care patient dischargesAvera St. Luke's 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 $33,361,688.Avera St. Luke's also provides community benefit health activities at less than or at no cost to support those in the area served, see Schedule H. As a member of the Avera Health Network, Avera St. Luke's 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 St. Luke's 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 $185,755,251 · Grants $11,569 · Revenue $196,381,277

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Daniel Bjerknes

    President/CEO

    Total calculated
    $553,555
    From this org
    $0
    From related orgs
    $503,084
    Other
    $50,471
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $498,188 related
    Bonus
    $0
    Other
    $0 + $4,896 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $33,971 related
    Filer's total
    $0 + $553,555 related

  • Heidi Golz

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Michael Herman

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Sr Kathleen Bierne

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kristen Fauth

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Shane Franks

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Fritz MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Richard Inman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Paula Jensen

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sr Marietta Kerkvliet

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Adam LeFebvre MD

    Board Member/Anesthesiology

    Total calculated
    $568,967
    From this org
    $518,726
    From related orgs
    $0
    Other
    $50,241
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $487,103
    Bonus
    $30,400
    Other
    $1,223
    Deferred
    $16,500
    Nontaxable benefits
    $33,741
    Filer's total
    $568,967

  • Sr Mary Kay Panowicz

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Diana Reynen

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Thomas Seyer

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Garrett Wobst MD

    Board Member/Orthopedics/Surgery

    Total calculated
    $670,272
    From this org
    $625,813
    From related orgs
    $0
    Other
    $44,459
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $452,214
    Bonus
    $172,438
    Other
    $1,161
    Deferred
    $16,500
    Nontaxable benefits
    $27,959
    Filer's total
    $670,272

  • Julie Lautt

    CFO Avera Health;Secretary/Treasurer

    Total calculated
    $1,223,076
    From this org
    $0
    From related orgs
    $1,203,675
    Other
    $19,401
    Hours/week
    0.1 + 46.3 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

  • Tom J Snyder

    VP - Strategy Network Ops (End 03/2024)

    Total calculated
    $251,004
    From this org
    $222,455
    From related orgs
    $0
    Other
    $28,549
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,149
    Bonus
    $900
    Other
    $1,406
    Deferred
    $11,291
    Nontaxable benefits
    $17,259
    Filer's total
    $251,005

  • Brandon Fites MD

    Sports Medicine, Surgery & Orthopedics

    Total calculated
    $3,052,359
    From this org
    $2,999,342
    From related orgs
    $0
    Other
    $53,017
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,118,832
    Bonus
    $874,360
    Other
    $6,150
    Deferred
    $16,500
    Nontaxable benefits
    $36,517
    Filer's total
    $3,052,359

  • Daniel Fritz MD

    Radiology

    Total calculated
    $1,282,291
    From this org
    $1,242,294
    From related orgs
    $0
    Other
    $39,997
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $523,626
    Bonus
    $717,591
    Other
    $1,077
    Deferred
    $15,729
    Nontaxable benefits
    $24,268
    Filer's total
    $1,282,291

  • Ryan Gnesda MD

    Radiology

    Total calculated
    $1,531,336
    From this org
    $1,477,815
    From related orgs
    $0
    Other
    $53,521
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $842,714
    Bonus
    $633,488
    Other
    $1,613
    Deferred
    $16,500
    Nontaxable benefits
    $37,021
    Filer's total
    $1,531,336

  • Susheel Gundewar MD

    Cardiology

    Total calculated
    $1,972,803
    From this org
    $1,913,170
    From related orgs
    $0
    Other
    $59,633
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,580,220
    Bonus
    $330,182
    Other
    $2,768
    Deferred
    $16,500
    Nontaxable benefits
    $43,133
    Filer's total
    $1,972,803

  • Leslie Lenter MD

    Interventional Radiology & Radiology

    Total calculated
    $1,591,831
    From this org
    $1,550,096
    From related orgs
    $0
    Other
    $41,735
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $798,083
    Bonus
    $731,713
    Other
    $20,300
    Deferred
    $16,500
    Nontaxable benefits
    $25,235
    Filer's total
    $1,591,831

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 was compensated by a related organization, Avera Health. Avera St. Luke's 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 Lakes Regional Healthcare LLC

    Medical services - home medical equipment · SD

  • 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 · TX

  • Caravan Health ACO 41 LLC dba Prairie View Care Organization

    Accountable care organization · TX

  • Heart Hospital of South Dakota LLC

    Healthcare services · SD

  • Surgical Associates Endoscopy Center LLC

    Related · Surgical Associates/ Endoscopy Services · SD · 51% owned · share of income $1,006,437 · share of assets $280,789

    Directly controlled by Avera St Luke's

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
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202511349349303671

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