Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1993.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Registered to solicit in Colorado: Good. Registered February 5, 2015, expires February 15, 2027.
Registered to solicit in Ohio: Required to file. Registered June 15, 1992.
Where the money goes
90 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
Something off? Claim to add context
Who runs it and what they're paid
30 people listed on the 990; $14.8M paid to officers and key staff (Part VII, Section A).
Part VII, Section A · reportable compensation
President/CEO
Hours a week: 45
Hours a week: 45
$2,453,843Pt VII · Sec A
Chief Operating Officer, Vice Pres
Hours a week: 40
Hours a week: 40
$1,450,140Pt VII · Sec A
CFO, Treasurer
Hours a week: 45 + 1.4 related
Hours a week: 45 + 1.4 related
$1,274,363Pt VII · Sec A
President/CEO, McKennan
Hours a week: 0 + 42 related
Hours a week: 0 + 42 related
$1,093,970Pt VII · Sec A
Radiology
Hours a week: 40
Hours a week: 40
$1,086,199Pt VII · Sec A
Chief Medical Officer
Hours a week: 40
Hours a week: 40
$1,002,860Pt VII · Sec A
Chief Legal Officer, Secretary
Hours a week: 45
Hours a week: 45
$910,447Pt VII · Sec A
Radiology
Hours a week: 40
Hours a week: 40
$867,408Pt VII · Sec A
Radiology
Hours a week: 40
Hours a week: 40
$861,131Pt VII · Sec A
SR. VP - Chief Information
Hours a week: 40
Hours a week: 40
$855,085Pt VII · Sec A
President/CEO, Sacred Heart
Hours a week: 0 + 43 related
Hours a week: 0 + 43 related
$639,691Pt VII · Sec A
President/CEO, Marshall
Hours a week: 0 + 46 related
Hours a week: 0 + 46 related
$578,021Pt VII · Sec A
President/CEO, St. Luke's
Hours a week: 0 + 41 related
Hours a week: 0 + 41 related
$543,341Pt VII · Sec A
President/CEO, Queen of Peace
Hours a week: 0 + 42 related
Hours a week: 0 + 42 related
$501,643Pt VII · Sec A
President/CEO, St. Mary's
Hours a week: 0 + 44 related
Hours a week: 0 + 44 related
$447,249Pt VII · Sec A
Former President/CEO
Hours a week: 0
Hours a week: 0
$247,745Pt VII · Sec A
Vice Chair
Hours a week: 5
Hours a week: 5
$0Pt VII · Sec A
Chair
Hours a week: 5
Hours a week: 5
$0Pt VII · Sec A
Board Member, Neonatology
Hours a week: 5 + 40 related
Hours a week: 5 + 40 related
$0Pt VII · Sec A
Board Member
Hours a week: 5
Hours a week: 5
$0Pt VII · Sec A
Board Member, Family Practice/Ob Phys
Hours a week: 5 + 40 related
Hours a week: 5 + 40 related
$0Pt VII · Sec A
Board Member
Hours a week: 5
Hours a week: 5
$0Pt VII · Sec A
Board Member
Hours a week: 5
Hours a week: 5
$0Pt VII · Sec A
Board Member
Hours a week: 5
Hours a week: 5
$0Pt VII · Sec A
Board Member, Gynecologic Oncology
Hours a week: 5 + 40 related
Hours a week: 5 + 40 related
$0Pt VII · Sec A
Board Member
Hours a week: 5 + 1 related
Hours a week: 5 + 1 related
$0Pt VII · Sec A
Board Member
Hours a week: 5 + 7 related
Hours a week: 5 + 7 related
$0Pt VII · Sec A
Board Member
Hours a week: 5 + 2 related
Hours a week: 5 + 2 related
$0Pt VII · Sec A
Board Member
Hours a week: 5 + 3 related
Hours a week: 5 + 3 related
$0Pt VII · Sec A
Board Member
Hours a week: 5 + 6 related
Hours a week: 5 + 6 related
$0Pt VII · Sec A
James Dover’s $2.5M as President/CEO is at the 89th percentile of top reported officer pay among 1746 $100M+ health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| James Dover | $2,453,843 | $396,393 | — | — | — | — |
| David Erickson Left 122022 | — | — | $2,256,352 | — | — | — |
| Bob Sutton | $247,745 | $2,080,463 | $2,078,032 | $2,049,889 | $1,749,379 | $1,759,265 |
| Richard Molseed | — | — | — | — | $1,771,632 | — |
| Thomas Clark Former | — | $1,666,396 | — | — | — | — |
| David Flicek | $1,450,140 | $1,371,591 | $1,301,962 | $1,291,126 | $1,275,864 | $1,224,706 |
| Julie Lautt | $1,274,363 | $1,203,675 | $1,086,452 | $1,051,228 | $903,545 | $518,454 |
| Dr Ronald Place | $1,093,970 | $726,858 | — | — | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization, with a nickname or small spelling change read as the same person. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
See Avera Health executive salaries →Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2Yes
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Updates and questions
Provides management, fundraising, and administrative support to affiliated healthcare organizations serving South Dakota and surrounding states.
Our summary of the filed mission and programs (Form 990 Part III, line 4), not the words of the organization.
Questions for Avera Health
Your first name shows with your question. Nobody from Avera Health has claimed this page yet, so no one there sees or answers questions until they do.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
Schedule I · received and paid
Grants received · from the funders’ 2025 returns
Dated by each funder’s own filing year, which may not match this organization’s fiscal year.
Total grants received, 2019–2025from 37 funders$7.7M
Grants paid · 687 grants · $49.7M · 2019–2024
Sioux Falls Catholic SchoolsSD · FY2024$850,000
Southeast Technical CollegeFY2024$525,018
Northern State University FoundationSD · FY2024$500,000
South Dakota State UniversityFY2024$395,005
Mount Marty UniversitySD · FY2024$229,000
University of Sioux FallsSD · FY2024$200,000
South Dakota Community FoundationSD · FY2024$189,541
Coalition to Strengthen Americas HealthcareDC · FY2024$189,100
Feeding South DakotaSD · FY2024$163,250
University of South DakotaFY2024$163,214
Sioux Falls School DistrictFY2024$124,000
Southwest Minnesota State UniversityFY2024$113,000
Sioux Empire United Way INCSD · FY2024$113,000
Mitchell School District 17-2FY2024$102,500
Lewis & Clark Behavioral Health Services INCSD · FY2024$100,876
Washington High SchoolFY2024$100,100
Washington Pavilion Management INCSD · FY2024$90,467
Women Religious Archives CollaborativeOH · FY2024$75,000
Federal money
Single Audit · Federal Audit Clearinghouse · money spent from federal programs · USAspending
Year ending Jun 2025 · $19.0M federal money spent
Trans-Nih Research SupportDepartment of Health and Human Services · ALN 93.310 · Direct and through Regents of the University of Colorado and 2 more$5.3M
Rural Health Care Services Outreach, Rural Health Network Development and Small Health Care Provider Quality ImprovementDepartment of Health and Human Services · ALN 93.912 · Direct$2.1M
Coronavirus State and Local Fiscal Recovery FundsDepartment of the Treasury · ALN 21.027 · Through South Dakota Department of Social Services and 1 more$2.0M
Child Health and Human Development Extramural ResearchDepartment of Health and Human Services · ALN 93.865 · Direct$1.3M
Congressional DirectivesDepartment of Health and Human Services · ALN 93.493 · Direct$1.3M
Plus 28 smaller programs.
The auditor reported 3 findings: a weakness in money controls.
Year ending Jun 2024 · $23.3M federal money spent
Disaster Grants - Public Assistance (presidentially Declared Disasters)Department of Homeland Security · ALN 97.036 · Direct$8.3M
Trans-Nih Research SupportDepartment of Health and Human Services · ALN 93.310 · Direct and through Arkansas Children's Research Institute and 4 more$5.5M
Rural Health Care Services Outreach, Rural Health Network Development and Small Health Care Provider Quality ImprovementDepartment of Health and Human Services · ALN 93.912 · Direct$1.7M
Rural Health Research CentersDepartment of Health and Human Services · ALN 93.155 · Through SD Dept of Health and 2 more$1.5M
Child Health and Human Development Extramural ResearchDepartment of Health and Human Services · ALN 93.865 · Direct and through University of Arkansas for Medical Services$965K
Plus 36 smaller programs.
The auditor reported 3 findings: a weakness in money controls.
Year ending Jun 2023 · $67.4M federal money spent
Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$40.0M
Disaster Grants - Public Assistance (presidentially Declared Disasters)Department of Homeland Security · ALN 97.036 · Direct$9.4M
Trans-Nih Research SupportDepartment of Health and Human Services · ALN 93.310 · Direct and through Arkansas Children's Research Institute and 3 more$7.0M
Covid-19 Testing for Rural Health ClinicsDepartment of Health and Human Services · ALN 93.697 · Direct$2.1M
Rural Health Research CentersDepartment of Health and Human Services · ALN 93.155 · Through South Dakota Department of Health and 3 more$1.8M
Plus 29 smaller programs.
The auditor reported 19 findings: a material weakness in money controls, questioned costs.
Year ending Jun 2022 · $40.4M federal money spent
Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$24.3M
Trans-Nih Research SupportDepartment of Health and Human Services · ALN 93.310 · Direct and through Massachusetts General Hospital and 1 more$6.0M
Covid-19 Testing for the UninsuredDepartment of Health and Human Services · ALN 93.461 · Direct$4.2M
Crime Victim Assistance/Discretionary GrantsDepartment of Justice · ALN 16.582 · Direct$914K
Small Rural Hospital Improvement Grant ProgramDepartment of Health and Human Services · ALN 93.301 · Through South Dakota Department of Health and 2 more$665K
Plus 27 smaller programs.
The auditor reported 1 finding: a weakness in money controls.
About 5% of its revenue in the year ending Jun 2025 was federal money it spent ($19.0M of $359.1M).
Awards signed straight to it, by federal fiscal year (Oct to Sep), the last 5 years with money and the top agencies. An award is money promised, not money spent: one award can pay out over several years, so these do not add up to the money spent above. Money that came through a state or another group is not counted here. Last pulled from USAspending Nov 10, 2026.
Federal fiscal year 2026 · $11.2M in awards signed (not money spent) · grants $11.4M, contracts −$220K
Department of Health and Human Services$11.2M
Federal fiscal year 2024 · $8.5M in awards signed (not money spent) · grants $2.4M, contracts $6.1M
Department of Health and Human Services$6.6M
Department of Agriculture$1.5M
Department of Veterans Affairs$310K
Federal fiscal year 2023 · $9.8M in awards signed (not money spent) · grants $2.2M, contracts $7.6M, other $5K
Department of Health and Human Services$6.9M
Department of Veterans Affairs$1.8M
Department of Justice$1.1M
Federal fiscal year 2022 · $14.0M in awards signed (not money spent) · grants $9.4M, contracts $4.6M, other −$12K
Department of Health and Human Services$11.4M
Department of Veterans Affairs$1.8M
Department of Agriculture$661K
Federal fiscal year 2021 · $23.5M in awards signed (not money spent) · grants $6.2M, contracts $17.3M
Department of Health and Human Services$20.6M
Department of Veterans Affairs$2.7M
Corporation for National and Community Service$62K
By the numbers
The FY2025 990, line by line.
Download 990
1The main four
Money inPt VIII
$359.1M
Ln 12
Fees for servicesLn 2g$313.7M
Gifts and grantsLn 1h$22.0M
Other incomeLn 4–11$16.1M
Money outPt IX
$362.4M
Ln 25
Programscol B$326.1M
Managementcol C$33.6M
Fundraisingcol D$2.7M
Owns and owesPt X
$390.9M
net assets · Ln 32
Cash and savingsLn 1–2$61.1M
Total assetsLn 16$2.6B
LiabilitiesLn 26$2.2B
PeoplePt VI, VII
30
listed · VII A
PaidVII A16
Voting boardVI 1a15
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$22.0M
Government grantsLn 1e$2.7M
Noncash giftsLn 1g$240K
Fundraising eventsLn 1c$1.5M
Fees for servicesLn 2g$313.7M
Investment incomeLn 3$7.4M
Other incomeLn 4–11$16.1M
Gains on assetsLn 7$15.8M
Total revenueLn 12$359.1M
Assets in detailPt X, end of year
SavingsLn 2$61.1M
Cash and savings togetherLn 1–2$61.1M
Pledges and grants receivableLn 3$1.2M
Accounts receivableLn 4$28.5M
Inventories for sale or useLn 8$4.4M
Prepaid expenses and deferred chargesLn 9$28.2M
Land, buildings, equipmentLn 10c$150.5M
InvestmentsLn 11–13$2.08B
Intangible assetsLn 14$16.2M
Other assetsLn 15$208.2M
Total assetsLn 16$2.6B
LiabilitiesLn 26$2.2B
Net assetsLn 32$390.9M
OperationsPt I, VI
EmployeesI 52,167
VolunteersI 611
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$34.1M
Bond issues listedSch K Pt I4
Raised by those issuesSch K Pt I$815.5M
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$240K
EndowmentSch D · Pt V
| Line | FY25 | FY24 | FY23 | FY22 | FY21 |
|---|---|---|---|---|---|
| End of yearLn 1g | $15.4M | $18.1M | $19.3M | $20.3M | $7.8M |
| AddedLn 1b | $837K | $1.3M | $829K | $12.9M | $1.7M |
| SpentLn 1d–1f | $2.9M | $1.1M | $2.0M | $494K | $733K |
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
| Line | Start FY25 | End FY25 |
|---|---|---|
| Cash and savingsLn 1–2 | $185.2M | $61.1M |
| InvestmentsLn 11–13 | $1.80B | $2.08B |
| Land, buildings, equipmentLn 10c | $97.8M | $150.5M |
| Total assetsLn 16 | $2.31B | $2.58B |
| LiabilitiesLn 26 | $1.97B | $2.19B |
| Net assetsLn 32 | $337.6M | $390.9M |
Business incomeForm 990-T, Part I
| Line | FY25 | FY24 |
|---|---|---|
| Gross | $203K | $211K |
| Net | $203K | $211K |
| Tax | $1.1M | $1.1M |
5Every line
Statement of functional expensesPt IX · every line
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $24.8M | $24.8M | ||
| Grants to domestic individualsLn 2 | $84K | $84K | ||
| Pay of officers and key staff (Part IX, line 5)Ln 5 | $10.5M | $10.5M | ||
| Pay of disqualified personsLn 6 | $306K | $306K | ||
| Other salaries and wagesLn 7 | $138.0M | $122.6M | $13.9M | $1.5M |
| Pension plan contributionsLn 8 | $6.2M | $5.7M | $407K | $70K |
| Other employee benefitsLn 9 | $23.1M | $21.3M | $1.5M | $264K |
| Payroll taxesLn 10 | $10.5M | $9.6M | $825K | $108K |
| Legal feesLn 11b | $163K | $77K | $85K | $8 |
| Accounting feesLn 11c | $1.5M | $1.5M | $32K | |
| Lobbying feesLn 11d | $313K | $313K | ||
| Other fees for servicesLn 11g | $21.9M | $19.9M | $1.7M | $198K |
| Advertising and promotionLn 12 | $7.5M | $7.5M | −$130K | $126K |
| Office expensesLn 13 | $10.3M | $10.1M | $147K | $79K |
| Information technologyLn 14 | $50.2M | $49.2M | $647K | $311K |
| OccupancyLn 16 | $2.8M | $1.4M | $1.4M | $106 |
| TravelLn 17 | $1.3M | $916K | $309K | $29K |
| Conferences, conventions and meetingsLn 19 | $1.7M | $1.5M | $219K | $6K |
| InterestLn 20 | $822K | $745K | $76K | |
| Depreciation, depletion and amortizationLn 22 | $22.6M | $21.5M | $1.2M | $2K |
| InsuranceLn 23 | $9.8M | $9.4M | $386K | |
| Other expenses (24a–d)Ln 24 | $4.6M | $4.5M | $99K | $4K |
| All other expensesLn 24e | $13.5M | $13.5M | $16K | $4K |
| Total functional expensesLn 25 | $362.4M | $326.1M | $33.6M | $2.7M |
Part VII lists each person's pay for the calendar year, including pay from related organizations and from people who have left; Part IX, line 5 is this organization's own cost for its current officers and key staff over its fiscal year.
The full sourced Quadrant report on Avera Health
Everything above stays free. The full report adds:
- One sourced report, every figure cited to its 990 line
- Revenue quality
- Compliance checks run against 4 federal lists
- Red flags with the evaluator crosswalk
- Peer measures
$150 one time, for this organization
Buy this report See a full sample reportIn the news
Google News · GDELT · headlines that name it, last 90 days
Headlines that name it, last 90 days3
Avera Health, Owens & Minor To Open New Integrated Service Center At Foundation Park In 2025midwestmedicaledition.com · Oct 3, 2026
Avera Health, USD, SDSU earn joint healthcare grant worth over $11msdpb.org · Sep 21, 2026
Avera St. Mary’s Hospital, Avera Health announces board appointmentsdrgnews.com · Aug 8, 2026
Only headlines with its full name (or its website) in the title count; stories that only mention it in the text are left out. Last pulled Nov 4, 2026.
Federal lawsuits
CourtListener · RECAP · federal cases that name it, last 5 years
Federal cases that name it, last 5 years3
Avera HealthUnited States Bankruptcy Court, D. South Dakota · filed Jun 13, 2024
ABIRA MEDICAL LABORATORIES, LLC v. AVERA HEALTH PLANSDistrict Court, D. New Jersey · filed Jun 27, 2023 · Contract: Other
Valued Pharmacy Services of the Midwest v. Avera Health Plans, Inc.District Court, D. South Dakota · filed Mar 1, 2022 · 370 Torts: Personal Property - Other Fraud
Only cases with its full name in the case name count, as a party either side; a case is not a finding against it. State courts are not covered. Last pulled Nov 10, 2026.
Web rank
Tranco top 1M · avera.org
Rank on Nov 10, 2026122,820
A month earlierrose 19,347 places since142,167
A quarter earlierrose 18,890 places since141,710
A year earlierrose 18,135 places since140,955
Its place among all websites; a smaller number is more traffic, and rank 1 is the busiest site on the web. Tranco blends five traffic lists (Chrome UX Report, Cloudflare Radar, Umbrella, Majestic, Farsight) over 30 days, so one busy day does not move it. Last pulled Nov 11, 2026.
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 Latest ViewingFiled with the IRS May 15, 2026 | $359.1M | $362.4M | −$3.3M | $390.9M | 990 PDF |
| FY2024Filed with the IRS May 14, 2025 | $278.4M | $280.4M | −$2.0M | $337.6M | 990 PDF |
| FY2023Filed with the IRS May 14, 2024 | $285.3M | $291.9M | −$6.5M | $302.4M | 990 PDF |
| FY2022Filed with the IRS May 12, 2023 | $441.7M | $292.4M | $149.4M | $458.5M | 990 PDF |
| FY2021Filed with the IRS May 16, 2022 | $323.6M | $333.1M | −$9.6M | $387.5M | 990 PDF |
| FY2020Filed with the IRS May 17, 2021 | $295.6M | $266.7M | $28.9M | $347.0M | 990 PDF |
Schedules filed Part IV
A · Public support
B · Donors
C · Political and lobbying
D · Assets and endowments
F · Foreign
G · Fundraising
I · Grants
J · Pay
K · Bonds
L · Interested persons
M · Noncash
O · Explanations
R · Related orgs
See the full FY2025 990
Part I · Summary $359,131,383 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $13,740,538$21,987,213
I-9 Program service revenuePrior year $249,827,079$313,700,061
I-10 Investment incomePrior year $13,888,133$23,200,058
I-11 Other revenuePrior year $968,330$244,051
I-12 Total revenuePrior year $278,424,080$359,131,383
I-13 Grants and similar amounts paidPrior year $16,682,844$24,860,573
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $159,054,954$188,626,111
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $104,648,744$148,917,886
I-18 Total expensesPrior year $280,386,542$362,404,570
I-19 Revenue less expensesPrior year −$1,962,462−$3,273,187
Part III · Program service accomplishments 1 program, $326,114,099 spent
III-4a Avera Health is a nonprofit corporation sponsored by Caring for Life Catholic Health Ministries under the guidance of the Sisters of the Presentation of the Blessed Virgin Mary of Aberdeen, South Dakota and the Benedictine Sisters of the Convent of the Sacred Heart. Avera Health acts as the leader of the Avera Health ministry, serving as an overall parent to support its affiliated tax-exempt health care organizations. These organizations provide services principally in eastern South Dakota and surrounding states. Avera Health provides management consulting, fund raising and other administrative services to the hospitals, long-term health care facilities, clinics, services and programs that are sponsored or otherwise affiliated with the Sisters.includes $24,860,573 in grants$326,114,099
Part IV · Checklist of required schedules 23 of 49 answered Yes, 2 to look at
IV-28b Business deal with an officer's familyYes
IV-28c Business deal with a firm an officer controlsYes
IV-1 A 501(c)(3) charity (Schedule A)Yes
IV-2 Lists its large donors to the IRS (Schedule B)Yes
IV-3 Took part in a political campaignNo
IV-4 LobbiedYes
IV-5 Owes proxy tax on member duesNo
IV-6 Holds donor advised fundsNo
IV-7 Holds conservation easementsNo
IV-8 Holds art or historical collectionsNo
IV-9 Credit counseling or escrow accountsYes
IV-10 Holds endowment fundsYes
IV-11a Reports land, buildings and equipmentYes
IV-11b Reports investments in other securitiesNo
IV-11c Reports program-related investmentsNo
IV-11d Reports other assetsYes
IV-11e Reports other liabilitiesYes
IV-11f Uncertain tax positions footnoteYes
IV-12a Its own audited financial statementsNo
IV-12b In a group's audited financial statementsYes
IV-13 Runs a schoolNo
IV-14a Has an office, staff or agents outside the USNo
IV-14b Over $10,000 of activity outside the USYes
IV-15 Over $5,000 in grants to groups abroadNo
IV-16 Over $5,000 in aid to people abroadNo
IV-17 Over $15,000 to paid fundraisersNo
IV-18 Over $15,000 from fundraising eventsYes
IV-19 Over $15,000 from gamingNo
IV-20a Runs a hospitalNo
IV-21 Over $5,000 in grants to US groupsYes
IV-22 Over $5,000 in grants to US peopleYes
IV-23 Reports top pay in detail (Schedule J)Yes
IV-24a Over $100,000 in tax-exempt bondsYes
IV-25a Gave an insider an excess benefit this yearNo
IV-25b Found an excess benefit from a past yearNo
IV-26 Loan to or from an officer or insiderNo
IV-27 Grant to an insider or their familyNo
IV-28a Business deal with an officer or directorNo
IV-29 Over $25,000 in noncash giftsYes
IV-30 Gifts of art or historical itemsNo
IV-31 Closed down or dissolvedNo
IV-32 Sold or gave away over 25% of its net assetsNo
IV-33 Owns a single-member companyNo
IV-34 Related to other organizations (Schedule R)Yes
IV-35a Controls another organizationYes
IV-35b Dealings with an organization it controlsYes
IV-36 Transfers to a related non-charityNo
IV-37 Activity through a partnershipNo
IV-38 Explains answers in Schedule OYes
Part V · Other IRS filings and tax compliance no flags
V-1a Forms 1099 filed177
V-1b Forms W-2G filed0
V-2a Employees on W-2 forms2,167
V-1c Followed backup withholding rulesYes
V-2b Filed its payroll tax returnsYes
V-3a Over $1,000 of unrelated business incomeYes
V-3b Filed Form 990-T for that incomeYes
V-4a Holds an account in a foreign countryNo
V-5a Party to a prohibited tax shelterNo
V-5b Knew another party was in a tax shelterNo
V-6a Raised gifts that are not tax deductibleNo
V-7a Gifts where the donor got something backYes
V-7b Told those donors what they could deductYes
V-7c Sold donated property it had to reportNo
V-7e Took money to pay a donor's insuranceNo
V-7f Paid premiums on a donor's insuranceNo
V-14a Sold indoor tanningNo
V-15 Owes tax on pay over $1 millionYes
V-16 Owes the college endowment taxNo
Part VI · Governance 11 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsSchedule OJulie Lautt and Dr. Jason Wickersham have a business relationship. Sister Candyce Chrystal, Sister Roxanne Seifert, Sister Lucille Welbig, Dr. Ronald Place, and Julie Lautt have a business relationship with Dr. Luis Rojas-Espaillat and Dr. Katherine Wang.Yes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's paySchedule OAnnually the Compensation Committee of Avera Health, which is comprised of the Caring for Life Catholic Health Ministries Members, meets with an independent consultant regarding fair market value for compensation of officers and key employees. The Compensation Committee approves all salaries based on comparable data and documents the basis for their decision in meeting minutes.Yes
Part VII · Officers, directors and key employees 30 people listed, 16 paid by the organization
VII-1a James DoverPresident/CEO · 45 hours a week$2,453,843
VII-1a David FlicekChief Operating Officer, Vice Pres · 40 hours a week$1,450,140
VII-1a Julie LauttCFO, Treasurer · 45 hours a week$1,274,363
VII-1a Dr Ronald PlacePresident/CEO, Mckennan$1,093,970
VII-1a Yassine Kanaan MDRadiology · 40 hours a week$1,086,199
VII-1a Kevin Post DOChief Medical Officer · 40 hours a week$1,002,860
VII-1a Richard KormanChief Legal Officer, Secretary · 45 hours a week$910,447
VII-1a Shandon Hatch MDRadiology · 40 hours a week$867,408
VII-1a Casey Swenson MDRadiology · 40 hours a week$861,131
VII-1a Bruk KammermanSr. VP - Chief Information · 40 hours a week$855,085
VII-1a Doug Ekerenretired May 2025President/CEO, Sacred Heart$639,691
VII-1a Debbie StreierPresident/CEO, Marshall$578,021
VII-1a Daniel BjerknesPresident/CEO, St. Luke's$543,341
VII-1a Dr Hillary RockwellPresident/CEO, Queen of Peace$501,643
VII-1a Shantel KrebsPresident/CEO, St. Mary's$447,249
VII-1a Bob SuttonFormer President/CEO$247,745
VII-1a Clark SinclairBoard Member · 5 hours a week$0
VII-1a Doneen HollingsworthVice Chair · 5 hours a week$0
VII-1a Dr Jason WickershamBoard Member, Family Practice/OB Phys · 5 hours a week$0
VII-1a Dr Katherine WangBoard Member, Neonatology · 5 hours a week$0
VII-1a Dr Luis Rojas-EspaillatBoard Member, Gynecologic Oncology · 5 hours a week$0
VII-1a Jacquelyn JohnsonBoard Member · 5 hours a week$0
VII-1a Lori EssigChair · 5 hours a week$0
VII-1a Robert FoubergBoard Member · 5 hours a week$0
VII-1a Sister Candyce ChrystalBoard Member · 5 hours a week$0
VII-1a Sister Debra KoleckaBoard Member · 5 hours a week$0
VII-1a Sister Lucille WelbigBoard Member · 5 hours a week$0
VII-1a Sister Mary JaegerBoard Member · 5 hours a week$0
VII-1a Sister Mary Kay PanowiczBoard Member · 5 hours a week$0
VII-1a Sister Roxanne SeifertBoard Member · 5 hours a week$0
Part VIII · Statement of revenue $359,131,383 across 13 lines filed
VIII-1a Federated campaigns$280,882
VIII-1c Fundraising events$1,466,716
VIII-1d Related organizations$27,283
VIII-1e Government grants$2,736,535
VIII-1f All other contributions, gifts and grants$17,475,797
VIII-1g Noncash contributions (included above)$240,203
VIII-1h Total contributions, gifts and grants$21,987,213
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $305,507,922 · Unrelated business $8,192,139$313,700,061
VIII-3 Investment incomeExcluded from tax $7,382,908$7,382,908
VIII-6 Net rental income or lossUnrelated business −$27,872−$27,872
VIII-7 Net gain or loss on sales of assetsExcluded from tax $15,817,150$15,817,150
VIII-8 Net income from fundraising eventsExcluded from tax $271,923$271,923
VIII-12 Total revenueRelated to mission $305,507,922 · Unrelated business $8,164,267 · Excluded from tax $23,471,981$359,131,383
Part IX · Statement of functional expenses $362,404,570 across 23 lines filed
IX-1 Grants to domestic organizationsPrograms $24,776,558$24,776,558
IX-2 Grants to domestic individualsPrograms $84,015$84,015
IX-5 Pay of officers and key staff (Part IX, line 5)Management $10,498,940Part VII lists each person's pay for the calendar year, including pay from related organizations and from people who have left; Part IX, line 5 is this organization's own cost for its current officers and key staff over its fiscal year.$10,498,940
IX-6 Pay of disqualified personsPrograms $305,917$305,917
IX-7 Other salaries and wagesPrograms $122,631,302 · Management $13,865,831 · Fundraising $1,527,079$138,024,212
IX-8 Pension plan contributionsPrograms $5,734,828 · Management $407,335 · Fundraising $69,934$6,212,097
IX-9 Other employee benefitsPrograms $21,263,266 · Management $1,527,041 · Fundraising $263,905$23,054,212
IX-10 Payroll taxesPrograms $9,597,792 · Management $824,533 · Fundraising $108,408$10,530,733
IX-11b Legal feesPrograms $77,461 · Management $85,076 · Fundraising $8$162,545
IX-11c Accounting feesPrograms $1,496,917 · Management $31,881$1,528,798
IX-11d Lobbying feesManagement $312,902$312,902
IX-11g Other fees for servicesPrograms $19,946,898 · Management $1,732,687 · Fundraising $197,707$21,877,292
IX-12 Advertising and promotionPrograms $7,506,729 · Management −$130,208 · Fundraising $126,450$7,502,971
IX-13 Office expensesPrograms $10,050,822 · Management $146,580 · Fundraising $79,217$10,276,619
IX-14 Information technologyPrograms $49,240,946 · Management $646,646 · Fundraising $311,047$50,198,639
IX-16 OccupancyPrograms $1,434,363 · Management $1,354,503 · Fundraising $106$2,788,972
IX-17 TravelPrograms $915,988 · Management $308,559 · Fundraising $29,401$1,253,948
IX-19 Conferences, conventions and meetingsPrograms $1,464,079 · Management $218,670 · Fundraising $5,514$1,688,263
IX-20 InterestPrograms $745,077 · Management $76,469$821,546
IX-22 Depreciation, depletion and amortizationPrograms $21,466,387 · Management $1,153,855 · Fundraising $2,393$22,622,635
IX-23 InsurancePrograms $9,406,585 · Management $385,555$9,792,140
IX-24 Other expenses (24a–d)Programs $4,458,625 · Management $98,585 · Fundraising $3,734$4,560,944
IX-24e All other expensesPrograms $13,509,544 · Management $15,685 · Fundraising $4,443$13,529,672
IX-25 Total functional expensesPrograms $326,114,099 · Management $33,561,125 · Fundraising $2,729,346$362,404,570
Part X · Balance sheet $2,578,930,497 assets, 23 lines filed
X-2 Savings and temporary cash investmentsStart of year $185,193,801$61,128,400
X-3 Pledges and grants receivableStart of year $1,414,472$1,235,426
X-4 Accounts receivableStart of year $28,855,505$28,474,650
X-8 Inventories for sale or useStart of year $7,943,618$4,418,421
X-9 Prepaid expenses and deferred chargesStart of year $27,068,144$28,196,841
X-10c Land, buildings and equipment, netStart of year $97,768,402$150,509,622
X-11 Publicly traded securitiesStart of year $1,667,210,051$1,998,226,659
X-12 Other securitiesStart of year $136,750,549$81,361,645
X-13 Program-related investmentsStart of year $41,565$1,002,545
X-14 Intangible assetsStart of year $16,197,241$16,197,241
X-15 Other assetsStart of year $137,682,511$208,179,047
X-16 Total assetsStart of year $2,306,128,147$2,578,930,497
X-17 Accounts payable and accrued expensesStart of year $36,735,756$58,200,625
X-19 Deferred revenueStart of year $5,077,859$5,974,224
X-20 Tax-exempt bond liabilitiesStart of year $36,331,786Schedule OThe issue price includes the filing Organization's share of the entire bond issue, which was issued to Avera Health on behalf of the Avera Obligated Group. The Avera Obligated Group consists of Avera Health, Avera McKennan, Avera St. Luke's, Avera Queen of Peace, Avera Sacred Heart, Avera Marshall, Avera St. Mary's, Avera St. Anthony's, Avera St. Benedict, Avera Holy Family, Avera Tyler, Avera Granite Falls, Avera Gettysburg, and Avera at Home. In accordance with IRS instructions, information related to the tax-exempt bond reporting is being reported on Avera Health's tax return (EIN 46-04226…$34,093,955
X-21 Escrow or custodial accountsStart of year $1,433,900,514$1,735,015,104
X-23 Secured mortgages and notes payableStart of year $18,589,482$17,713,404
X-25 Other liabilitiesStart of year $437,887,890$337,026,286
X-26 Total liabilitiesStart of year $1,968,523,287$2,188,023,598
X-27 Net assets without donor restrictionsStart of year $320,611,813$373,936,087
X-28 Net assets with donor restrictionsStart of year $16,993,047$16,970,812
X-32 Total net assets or fund balancesStart of year $337,604,860$390,906,899
X-33 Total liabilities and net assetsStart of year $2,306,128,147$2,578,930,497
Part XI · Reconciliation of net assets $390,906,899 net assets at year end
XI-1 Total revenue$359,131,383
XI-2 Total expenses$362,404,570
XI-3 Revenue less expenses−$3,273,187
XI-4 Net assets at start of year$337,604,860
XI-5 Net unrealized gains (losses) on investments$23,865,713
XI-8 Prior period adjustments$395,334
XI-9 Other changes in net assetsSchedule ONet equity transfers -250,000. Net assets released from restriction -2,262,583. Adjustments to the funded status of pension plans 35,779,477. Contributions received by Avera Health Foundation not reflected in -17,218,963. financial statements Grants to organizations distributed by Avera Health 18,336,774. Foundation not reflected in financial statements Other changes in net assets -2,074,092. Change in Assets with Donor Restrictions 3,566.$32,314,179
XI-10 Net assets at end of year$390,906,899
Part XII · Financial statements and reporting Audited: Yes
XII-2b Financial statements audited by an independent accountantYes
Schedule O · Explanations 13 explanations
O-1 Part VI, line 2Julie Lautt and Dr. Jason Wickersham have a business relationship. Sister Candyce Chrystal, Sister Roxanne Seifert, Sister Lucille Welbig, Dr. Ronald Place, and Julie Lautt have a business relationship with Dr. Luis Rojas-Espaillat and Dr. Katherine Wang.
O-2 Part VI, line 4Avera Health has revised the governance document to create a second category of Membership, Caring for Life Catholic Health Ministries, a Public Juridic Person, Members (CLCHM Members). The CLCHM Members shall consist of no less than five nor more than seven persons to be jointly appointed by the Presentation Sponsorship Members and Benedictine Sponsorship Members. The CLCHM Members shall serve for a three-year term with no limitation upon terms served. The initial appointments of CLCHM Members may be for a period longer or shorter than a three-year term such that one-third of the CLCHM Members shall be subject to reappointment each year. The Presentation Sponsorship Members and the Benedictine Sponsorship Members may remove and replace their appointees at any time, with or without cause, in which case the new appointee shall assume the term held by the individual being replaced. The revision removed the category of System Members.
O-3 Part VI, line 6Avera Health has two classes of members: Sponsorship Members and Caring for Life Catholic Health Ministries, a Public Juridic Person, Members (CLCHM Members). Sponsorship Members shall consist collectively of (i) those persons serving from time to time as the Presentation Sponsorship Members, and (ii) those persons serving from time to time as the Benedictine Sponsorship Members. The CLCHM Members shall consist of no less than five (5) nor more than seven (7) persons to be jointly appointed by the Presentation Sponsorship Members and the Benedictine Sponsorship Members. The CLCHM Members shall serve for a three-year term with no limitation upon terms served. The initial appointments of CLCHM Members may be for a period longer or shorter than a three-year term such that one-third of the CLCHM Members shall be subject to reappointment each year. The Presentation Sponsorship Members and the Benedictine Sponsorship Members may remove and replace their appointees at any time, with or without cause, in which case the new appointee shall assume the term held by the individual being replaced.
O-4 Part VI, line 7aThe CLCHM Members have the power to appoint the Board of Directors of Avera Health and to suspend or remove a Director at any time, with or without cause. They also have the power to appoint CLCHM Members, Benedictine Sisters or Presentation Sisters to the Boards of Directors of any sponsored work or ministry of Avera Health.
O-5 Part VI, line 7bThe following powers shall be reserved to and exercised exclusively by the Sponsorship Members and none of the following actions shall be taken by Avera Health without action of the Sponsorship Members: (a) To approve the adoption, amendment, or repeal of the statements of philosophy, mission, guiding principles and values of Avera Health; (b) To initiate the adoption, amendment, or repeal of any provision of the Articles of Incorporation or Bylaws of Avera Health, and to give final approval of any such action with respect thereto; (c) To establish policies regarding the alienation of real property and precious artifacts associated with the healthcare ministry which are under the canonical stewardship of the Presentation Sisters or the Benedictine Sisters; (d) To approve any plan of merger, consolidation or dissolution of Avera Health, or the divestiture of any sponsored work or ministry associated with Avera Health; (e) To change the composition of the Sponsorship Members, including the addition of other individuals, parties or entities to be Sponsorship Members; and (f) To approve the creation of new sponsored works or ministries to be conducted by or under the authority of Avera Health. The following powers shall be reserved to and exercised exclusively by the CLCHM Members. None of the following actions shall be taken by Avera Health without action of the CLCHM Members: (a) To appoint the Board of Directors of Avera Health and to suspend or remove a Director at any time, with or without cause; (b) To appoint CLCHM Members, Benedictine Sisters or Presentation Sisters to the Boards of Directors of any sponsored work or ministry of Avera Health; (c) To appoint the Chair and Vice Chair of the Board of Directors; (d) To appoint, evaluate, suspend or remove the Avera Health President/CEO; (e) To review and approve expenditures outside of the annual operating and capital budgets for Avera Health in accordance with established Avera Health fiscal policies; (f) To review and approve the Avera Health Strategic Plan; (g) To review and approve any and all Rescript Applications on behalf of Avera Health; (h) To adopt procedures for assuring that corporate actions are consistent with the philosophy, mission, Guiding Principles and values of Avera Health; (i) To provide recommendations to the Sponsorship Members on matters requiring Sponsorship Member's approval or action; (j) To adopt policies designed to effectuate the powers reserved to the CLCHM Members; and (k) To exercise oversight of the Guiding Principles and such authorities which may be assigned or delegated by the Sponsorship Members.
O-6 Part VI, line 8bAvera Health does not have any committees with authority to act on behalf of the governing body.
O-7 Part VI, line 11bThe Form 990 is prepared and reviewed by an independent accounting firm. The Form 990 is then reviewed by the Avera Health VP of Financial Reporting and Tax Manager. After initial internal review, the Form 990 is made available to various members of Avera Health Executive Management, including the Avera Health CFO, President/CEO and COO. A copy is made available to the Board members.
O-8 Part VI, line 12cThe conflict of interest policy covers board members, officers and key employees. At each board meeting, a request is made for all board members to disclose any potential conflict of interest pertaining to any item listed on the agenda or pertaining to any potential item that could be discussed during the course of the meeting. The declaration of conflict of interest is recorded in the meeting minutes. The board makes a determination of whether there is a conflict of interest and if so, implements the procedure for evaluating the issue or transaction involved. The board member or officer with the conflict must refrain from voting. A statement of conflict of interest disclosure is made on an annual basis by officers and directors. The information is maintained in a database and a report is provided to the board.
O-9 Part VI, line 15Annually the Compensation Committee of Avera Health, which is comprised of the Caring for Life Catholic Health Ministries Members, meets with an independent consultant regarding fair market value for compensation of officers and key employees. The Compensation Committee approves all salaries based on comparable data and documents the basis for their decision in meeting minutes.
O-10 Part VI, line 19The Organization's governing documents and conflict of interest policy are not made available to the general public.
O-11 Part VI, line 16bThere is no written policy or procedure. In the event of any such proposed transaction, the board or a committee with delegated authority reviews all materials, valuations, and operational aspects for any proposed transaction. Such transaction would be evaluated in accordance with the exempt status of the organization and its applicable purposes. Any transaction also would be approved by the board and the member.
O-12 Part X, line 20The issue price includes the filing Organization's share of the entire bond issue, which was issued to Avera Health on behalf of the Avera Obligated Group. The Avera Obligated Group consists of Avera Health, Avera McKennan, Avera St. Luke's, Avera Queen of Peace, Avera Sacred Heart, Avera Marshall, Avera St. Mary's, Avera St. Anthony's, Avera St. Benedict, Avera Holy Family, Avera Tyler, Avera Granite Falls, Avera Gettysburg, and Avera at Home. In accordance with IRS instructions, information related to the tax-exempt bond reporting is being reported on Avera Health's tax return (EIN 46-0422673).
O-13 Part XI, line 9Net equity transfers -250,000. Net assets released from restriction -2,262,583. Adjustments to the funded status of pension plans 35,779,477. Contributions received by Avera Health Foundation not reflected in -17,218,963. financial statements Grants to organizations distributed by Avera Health 18,336,774. Foundation not reflected in financial statements Other changes in net assets -2,074,092. Change in Assets with Donor Restrictions 3,566.
Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File
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