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Nonprofiteer
← AVERA HEALTH

Form 990 for tax year 2023

Filed by AVERA HEALTH.

Totals

Total revenue
$278,424,080
Total expenses
$280,386,542
Contributions and grants received
$13,740,538
Grants paid
$16,682,844
Program services expenses (Part IX)
$238,134,264
Management and general expenses
$39,909,147
Fundraising expenses
$2,343,131
Program service expenses (Part III)
$238,134,264

Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • James Dover

    President/CEO (Eff 10/2023)

    Total calculated
    $399,782
    From this org
    $396,393
    From related orgs
    $0
    Other
    $3,389
    Hours/week
    45 + 1 related

    Schedule J breakdown matched by us

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

  • Bob Sutton

    President/CEO (End 08/2023)

    Total calculated
    $2,140,896
    From this org
    $2,080,463
    From related orgs
    $0
    Other
    $60,433
    Hours/week
    45 + 1 related

    Schedule J breakdown matched by us

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

  • Dr Luis Rojas-Espaillat

    Chair, Gynecologic Oncology

    Total calculated
    $750,776
    From this org
    $0
    From related orgs
    $697,255
    Other
    $53,521
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $661,963 related
    Bonus
    $0 + $24,000 related
    Other
    $0 + $11,292 related
    Deferred
    $0 + $24,960 related
    Nontaxable benefits
    $0 + $28,561 related
    Filer's total
    $0 + $750,776 related

  • Lori Essig

    Vice Chair

    Total calculated
    $0
    Hours/week
    5

  • Sister Candyce Chrystal

    Board Member

    Total calculated
    $0
    Hours/week
    5 + 3 related

  • Sister Pam Donelan

    Board Member

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • Robert Fouberg

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Doneen Hollingsworth

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Sister Mary Jaeger

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Dr Wayne Kindle

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Sister Debra Kolecka

    Board Member

    Total calculated
    $0
    Hours/week
    5 + 4 related

  • Sister Mary Kay Panowicz

    Board Member

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • Sister Roxanne Seifert

    Board Member

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • Clark Sinclair

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Dr Katherine Wang

    Board Member, Neonatology

    Total calculated
    $524,613
    From this org
    $0
    From related orgs
    $507,178
    Other
    $17,435
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,028 related
    Bonus
    $0 + $91,886 related
    Other
    $0 + $1,264 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $935 related
    Filer's total
    $0 + $524,613 related

  • Dr Jason Wickersham

    Board Member, Family Medicine/OBGYN

    Total calculated
    $513,261
    From this org
    $0
    From related orgs
    $463,101
    Other
    $50,160
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,955 related
    Bonus
    $0 + $61,932 related
    Other
    $0 + $1,214 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $33,660 related
    Filer's total
    $0 + $513,261 related

  • Julie Lautt

    CFO, Treasurer

    Total calculated
    $1,223,076
    From this org
    $1,203,675
    From related orgs
    $0
    Other
    $19,401
    Hours/week
    45 + 1.4 related

    Schedule J breakdown matched by us

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

  • Richard Korman

    Chief Legal Officer, Secretary

    Total calculated
    $858,952
    From this org
    $808,575
    From related orgs
    $0
    Other
    $50,377
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $798,056
    Bonus
    $0
    Other
    $10,519
    Deferred
    $16,500
    Nontaxable benefits
    $33,877
    Filer's total
    $858,952

  • Daniel Bjerknes

    President/CEO, St. Luke's

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

    Schedule J breakdown matched by us

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

  • Doug Ekeren

    President/CEO, Sacred Heart

    Total calculated
    $702,995
    From this org
    $652,618
    From related orgs
    $0
    Other
    $50,377
    Hours/week
    0 + 41 related

    Schedule J breakdown matched by us

    Base
    $641,698
    Bonus
    $900
    Other
    $10,020
    Deferred
    $16,500
    Nontaxable benefits
    $33,877
    Filer's total
    $702,995

  • David Flicek

    Chief Operating Officer

    Total calculated
    $1,416,688
    From this org
    $1,371,591
    From related orgs
    $0
    Other
    $45,097
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,327,499
    Bonus
    $700
    Other
    $43,392
    Deferred
    $16,500
    Nontaxable benefits
    $28,597
    Filer's total
    $1,416,688

  • Shantel Krebs

    President/CEO, St. Mary's

    Total calculated
    $287,910
    From this org
    $83,231
    From related orgs
    $186,423
    Other
    $18,256
    Hours/week
    0 + 42 related

    Schedule J breakdown matched by us

    Base
    $79,808 + $173,373 related
    Bonus
    $0 + $4,000 related
    Other
    $3,423 + $9,050 related
    Deferred
    $8,869 + $8,869 related
    Nontaxable benefits
    $259 + $259 related
    Filer's total
    $92,359 + $195,551 related

  • Dr Ronald Place

    President/CEO, McKennan

    Total calculated
    $743,888
    From this org
    $726,858
    From related orgs
    $0
    Other
    $17,030
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $676,736
    Bonus
    $30,000
    Other
    $20,122
    Deferred
    $16,500
    Nontaxable benefits
    $530
    Filer's total
    $743,888

  • Dr Hillary Rockwell

    President/CEO, Queen of Peace

    Total calculated
    $524,392
    From this org
    $245,314
    From related orgs
    $221,675
    Other
    $57,403
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $237,154 + $213,545 related
    Bonus
    $7,500 + $7,500 related
    Other
    $660 + $630 related
    Deferred
    $5,507 + $10,993 related
    Nontaxable benefits
    $20,449 + $20,454 related
    Filer's total
    $271,270 + $253,122 related

  • Debbie Streier

    President/CEO, Marshall

    Total calculated
    $506,835
    From this org
    $489,400
    From related orgs
    $0
    Other
    $17,435
    Hours/week
    0 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $481,234
    Bonus
    $440
    Other
    $7,726
    Deferred
    $16,500
    Nontaxable benefits
    $935
    Filer's total
    $506,835

  • Shandon Hatch

    Radiology

    Total calculated
    $713,981
    From this org
    $656,579
    From related orgs
    $0
    Other
    $57,402
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $561,502
    Bonus
    $56,608
    Other
    $38,469
    Deferred
    $16,500
    Nontaxable benefits
    $40,902
    Filer's total
    $713,981

  • Bruk Kammerman

    Sr. VP - Chief Information

    Total calculated
    $714,475
    From this org
    $696,536
    From related orgs
    $0
    Other
    $17,939
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $693,883
    Bonus
    $0
    Other
    $2,653
    Deferred
    $16,500
    Nontaxable benefits
    $1,439
    Filer's total
    $714,475

  • Kevin Post

    Chief Medical Officer

    Total calculated
    $860,976
    From this org
    $800,524
    From related orgs
    $0
    Other
    $60,452
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $797,551
    Bonus
    $270
    Other
    $2,703
    Deferred
    $16,500
    Nontaxable benefits
    $43,952
    Filer's total
    $860,976

  • Casey Swenson

    Radiology

    Total calculated
    $791,388
    From this org
    $733,755
    From related orgs
    $0
    Other
    $57,633
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $596,763
    Bonus
    $105,739
    Other
    $31,253
    Deferred
    $16,500
    Nontaxable benefits
    $41,133
    Filer's total
    $791,388

  • Kimberly Jensen

    Chief Human Resources Officer

    Total calculated
    $694,329
    From this org
    $650,782
    From related orgs
    $0
    Other
    $43,547
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $636,041
    Bonus
    $650
    Other
    $14,091
    Deferred
    $16,500
    Nontaxable benefits
    $27,047
    Filer's total
    $694,329

  • Thomas Clark Former

    Chief Strategy & Growth Officer

    Total calculated
    $1,691,646
    From this org
    $1,666,396
    From related orgs
    $0
    Other
    $25,250
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $6,334
    Bonus
    $0
    Other
    $1,660,062
    Deferred
    $16,500
    Nontaxable benefits
    $8,750
    Filer's total
    $1,691,646

  • David Erickson

    Former Chief Medical Officer

    Total calculated
    $647,020
    From this org
    $630,520
    From related orgs
    $0
    Other
    $16,500
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $17,614
    Bonus
    $0
    Other
    $612,906
    Deferred
    $16,500
    Nontaxable benefits
    $0
    Filer's total
    $647,020

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4a
Thomas Clark received severance pay of $1,660,062. David Erickson received severance pay of $612,906.
Part I, Line 7
During the current year, the organization paid bonuses for longevity, Great Expectation incentive program, and employee referral program bonus. Some individuals received incentives related to retention and loan forgiveness. Physicians receive incentives based on production.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • Avera McKennan

    501(c)(3) · Healthcare services · SD · controlled entity

    Directly controlled by Avera Health

  • Avera at Home

    501(c)(3) · Home services · SD · controlled entity

    Directly controlled by Avera Health

  • Avera Health Plans Inc

    501(c)(4) · Health financing & health plan admin · SD · controlled entity

    Directly controlled by Avera Health

  • Avera Marshall

    501(c)(3) · Healthcare services · MN · controlled entity

    Directly controlled by Avera Health

  • Avera Granite Falls

    501(c)(3) · Healthcare services · MN

    Directly controlled by Avera Marshall

  • Avera Tyler

    501(c)(3) · Healthcare services · MN · controlled entity

    Directly controlled by Avera Marshall

  • Avera Queen of Peace Hospital

    501(c)(3) · Healthcare services · SD · controlled entity

    Directly controlled by Avera Health

  • Avera St Anthony's Hospital

    501(c)(3) · Healthcare services · NE · controlled entity

    Directly controlled by Avera Health

  • Avera St Luke's

    501(c)(3) · Healthcare services · SD · controlled entity

    Directly controlled by Avera Health

  • Avera St Mary's

    501(c)(3) · Healthcare services · SD · controlled entity

    Directly controlled by Avera Health

  • Avera Gettysburg

    501(c)(3) · Healthcare services · SD · controlled entity

    Directly controlled by Avera St Mary's

  • Avera Holy Family

    501(c)(3) · Healthcare services · IA · controlled entity

    Directly controlled by Avera Health

  • Holy Family Hospital Foundation

    501(c)(3) · Support health related services · IA · controlled entity

    Directly controlled by Avera Holy Family

  • Sacred Heart Health Services

    501(c)(3) · Healthcare services · SD · controlled entity

    Directly controlled by Avera Health

  • Lewis and Clark Health Education and Service Agency

    501(c)(3) · Healthcare services · SD · controlled entity

    Directly controlled by Avera Health

  • St Benedict Health Center

    501(c)(3) · Healthcare services · SD · controlled entity

    Directly controlled by Avera Health

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202541349349308514

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