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← AVERA ST ANTHONYS HOSPITAL

Form 990 for tax year 2023

Filed by AVERA ST ANTHONYS HOSPITAL.

Totals

Total revenue
$49,254,053
Total expenses
$43,065,290
Contributions and grants received
$467,319
Grants paid
$3,344
Program service revenue
$47,580,776
Investment income
$1,206,047
Other revenue
-$89
Total assets, end of year
$107,146,140
Total liabilities, end of year
$10,122,897
Net assets or fund balances, end of year
$97,023,243
Program services expenses (Part IX)
$39,333,996
Management and general expenses
$3,731,294
Fundraising expenses
$0
Program service expenses (Part III)
$39,333,996

Program services were 91.3% 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.

  • 1e · Government grants (contributions)

    $467,319

  • 2a · Program service revenue: Net Patient Revenue

    total $44,625,148 · related or exempt $44,625,148

  • 2b · Program service revenue: Pharmacy Revenue

    total $2,737,576 · related or exempt $2,737,576

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

    total $39,294 · related or exempt $39,294

  • 2f · All other program service revenue

    total $178,758 · related or exempt $178,758

  • 3 · Investment income

    total $5,395 · excluded $5,395

  • 6a · Gross rents

    real property $25,269

  • 6b · Less rental expenses

    real property $49,801

  • 6c · Rental income or loss

    real property -$24,532

  • 6d · Net rental income or loss

    total -$24,532 · excluded -$24,532

  • 7a · Gross sales of assets other than inventory

    securities $1,197,102 · other assets $3,550

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $1,197,102 · other assets $3,550

  • 7d · Net gain or loss

    total $1,200,652 · excluded $1,200,652

  • 11a · Other revenue: AR Interest Income

    total $24,443 · related or exempt $24,443

  • 11e · Other revenue, total

    $24,443

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,344 · program services $3,344

  • 5 · Compensation of officers, directors and key employees

    total $168,796 · management and general $168,796

  • 7 · Other salaries and wages

    total $18,196,467 · program services $18,013,000 · management and general $183,467

  • 8 · Pension plan contributions

    total $659,184 · program services $657,136 · management and general $2,048

  • 9 · Other employee benefits

    total $2,915,801 · program services $2,869,657 · management and general $46,144

  • 10 · Payroll taxes

    total $1,147,492 · program services $1,132,749 · management and general $14,743

  • 11d · Fees: lobbying

    total $2,124 · management and general $2,124

  • 11g · Fees: other

    total $7,575,220 · program services $4,775,978 · management and general $2,799,242

  • 12 · Advertising and promotion

    total $5,033 · program services $2,487 · management and general $2,546

  • 13 · Office expenses

    total $302,443 · program services $256,790 · management and general $45,653

  • 14 · Information technology

    total $143,991 · program services $142,866 · management and general $1,125

  • 16 · Occupancy

    total $476,418 · program services $435,464 · management and general $40,954

  • 17 · Travel

    total $59,169 · program services $40,144 · management and general $19,025

  • 19 · Conferences, conventions and meetings

    total $91,185 · program services $88,233 · management and general $2,952

  • 20 · Interest

    total $241,030 · program services $200,024 · management and general $41,006

  • 22 · Depreciation, depletion and amortization

    total $2,344,955 · program services $2,195,057 · management and general $149,898

  • 23 · Insurance

    total $197,783 · program services $64,580 · management and general $133,203

  • 24a · Other expenses: Medical Supplies

    total $8,304,633 · program services $8,243,093 · management and general $61,540

  • 24b · Other expenses: Equipment Lease/Rental

    total $13,804 · program services $4,172 · management and general $9,632

  • 24e · All other expenses

    total $216,418 · program services $209,222 · management and general $7,196

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year -$169,388 · end of year -$65,721

  • 4 · Accounts receivable

    beginning of year $4,905,839 · end of year $5,991,184

  • 8 · Inventories for sale or use

    beginning of year $1,570,546 · end of year $1,575,628

  • 9 · Prepaid expenses and deferred charges

    beginning of year $239,720 · end of year $173,063

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

    $48,586,253

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

    $29,100,532

  • 10c · Land, buildings and equipment, net

    beginning of year $18,800,892 · end of year $19,485,721

  • 12 · Investments: other securities

    beginning of year $68,140,065 · end of year $79,087,750

  • 13 · Investments: program-related

    beginning of year $2,759 · end of year $28,293

  • 15 · Other assets

    beginning of year $709,088 · end of year $870,222

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,658,830 · end of year $3,310,366

  • 19 · Deferred revenue

    beginning of year $18,269 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $6,291,835 · end of year $5,916,710

  • 25 · Other liabilities

    beginning of year $394,841 · end of year $895,821

  • 27 · Net assets without donor restrictions

    beginning of year $84,753,236 · end of year $96,937,409

  • 28 · Net assets with donor restrictions

    beginning of year $82,510 · end of year $85,834

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. Anthony's mission is to provide healthcare services to O'Neill, Nebraska residents and residents of the surrounding area. Avera St. Anthony's is a 501(c)(3) organization affiliated with Avera Health. Avera St. Anthony's consists of a 25-bed critical access hospital in O'Neill, Nebraska and 5 clinics. The program services offered include primary care, emergency, telemedicine, general surgery, orthopedic surgery, podiatry surgery, cardiac rehab, pain management, OB, chemotherapy, radiology, sleep lab, dialysis, speech therapy, physical therapy, occupational therapy, lab, and pharmacy. Avera St. Anthony's provides acute care and long-term healthcare services. Following is a breakdown of these statistics by facility:Avera St. Anthony Hospital 675 Acute patient discharges 152 Newborn patient discharges 110 Swing bed patient discharges 32,658 Outpatient visits 693 Swing-bed patient days 219 Newborn patient days 31,762 Clinic visitsAvera St. Anthony'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 $3,931,615.Avera St. Anthony's 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 St. Anthony'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. Anthony'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 $39,333,996 · Grants $3,344 · Revenue $47,605,219

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

Listed in Part VII

  • John Kozyra

    President/CEO (Beg 01/2024)

    Total calculated
    $0
    Hours/week
    40

  • Kayleen Lee

    Former President/CEO (End 01/2024)

    Total calculated
    $248,158
    From this org
    $50,600
    From related orgs
    $197,558
    Other
    $0
    Hours/week
    24 + 1 related

    Schedule J breakdown matched by us

    Base
    $50,600 + $197,558 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $50,600 + $197,558 related

  • Deb Kelly

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Amy Shane

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Bart Becker

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Cody Boettcher

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sue Dennis

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sister Bonita Gacnik

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mark Hunhoff

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Russ McIntosh

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Merri Schneider

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jewel Swanson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • 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

  • Joshua Becker

    CRNA Coordinator

    Total calculated
    $443,050
    From this org
    $382,909
    From related orgs
    $0
    Other
    $60,141
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,743
    Bonus
    $137,790
    Other
    $376
    Deferred
    $16,500
    Nontaxable benefits
    $43,641
    Filer's total
    $443,050

  • Dean Benson

    Physician Assistant

    Total calculated
    $183,664
    From this org
    $154,505
    From related orgs
    $0
    Other
    $29,159
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,961
    Bonus
    $240
    Other
    $304
    Deferred
    $7,964
    Nontaxable benefits
    $21,196
    Filer's total
    $183,665

  • Cameron Everitt

    Director Phys & Occu Therapy

    Total calculated
    $180,564
    From this org
    $156,751
    From related orgs
    $0
    Other
    $23,813
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,797
    Bonus
    $650
    Other
    $304
    Deferred
    $7,995
    Nontaxable benefits
    $15,818
    Filer's total
    $180,564

  • Logan Kopf

    CRNA

    Total calculated
    $383,900
    From this org
    $326,914
    From related orgs
    $0
    Other
    $56,986
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,681
    Bonus
    $118,900
    Other
    $333
    Deferred
    $16,500
    Nontaxable benefits
    $40,486
    Filer's total
    $383,900

  • Kevin Loecker

    CRNA

    Total calculated
    $295,990
    From this org
    $269,863
    From related orgs
    $0
    Other
    $26,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,872
    Bonus
    $21,285
    Other
    $706
    Deferred
    $13,602
    Nontaxable benefits
    $12,524
    Filer's total
    $295,989

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

  • 3 · Compensation survey or study

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)

Part I, Line 3
The President/CEO is compensated by Avera Sacred Heart Hospital, a related organization. Avera St. Anthony's relied on the related organization for determining the compensation of the President/CEO using the methods described in Part I, Line 3. The CEO (7/1/23-1/31/24) was an independent contractor. Comparative data from Avera Health System was used to develop a recommended compensation structure. The analysis and recommendation was completed by a system compensation consultant who has access to multiple salary survey results and uses the predominant factors of FTE, and revenue, operating expenses to benchmark the position to similar healthcare organizational data.

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.

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 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 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 Services · SD

  • Alucent Australia Pty Ltd

    Biotech Research · AS

  • Alucent Biomedical Inc

    C · Biotech Research · SD

  • Avera Property Insurance Inc

    C · Property 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
202501349349308920

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