Nonprofit · EIN 46-0422673
AVERA HEALTH
Tax-exempt · SIOUX FALLS, SD 57108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $359,131,383 | $362,404,570 | -$3,273,187 | $2,578,930,497 | $2,188,023,598 | $390,906,899 |
| June 30, 2024 | 990 | $278,424,080 | $280,386,542 | -$1,962,462 | $2,306,128,147 | $1,968,523,287 | $337,604,860 |
| June 30, 2023 | 990 | $285,338,511 | $291,882,361 | -$6,543,850 | $1,738,162,649 | $1,435,789,048 | $302,373,601 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $21,987,213
- of which government grants
- $2,736,535
- Program service revenue
- $313,700,061
- Investment income
- $23,200,058
- Net rental income
- -$27,872
- Net gain from sales of assets
- $15,817,150
- Net income from fundraising events
- $271,923
- Other revenue
- $244,051
Expenses
- Grants and similar amounts paid
- $24,860,573
- Compensation of officers, directors and key employees
- $10,498,940
- Other salaries and wages
- $138,024,212
- Salaries, compensation and benefits (total)
- $188,626,111
- Professional fundraising fees
- $0
- Legal fees
- $162,545
- Accounting fees
- $1,528,798
- Occupancy
- $2,788,972
- Travel
- $1,253,948
- Depreciation
- $22,622,635
- Program services (functional)
- $326,114,099
- Management and general (functional)
- $33,561,125
- Fundraising (functional)
- $2,729,346
Balance sheet and other
- Total assets, start of year
- $2,306,128,147
- Total assets, end of year
- $2,578,930,497
- Total liabilities, end of year
- $2,188,023,598
- Net assets, end of year
- $390,906,899
- Land, buildings and equipment
- $150,509,622
- Publicly traded securities
- $1,998,226,659
- Net assets without donor restrictions
- $373,936,087
- Net assets with donor restrictions
- $16,970,812
- Gross unrelated business income
- $8,164,267
- Gross receipts
- $360,603,487
- Employees
- 2,167
- Volunteers
- 11
- Year formed
- 1998
- State of legal domicile
- SD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| James Dover | President/CEO Trustee or director, Officer | 45 | $2,453,843 | $0 | $50,892 |
| David Flicek | Chief Operating Officer, Vice Pres Officer | 40 | $1,450,140 | $0 | $47,062 |
| Julie Lautt | CFO, Treasurer Officer | 45 | $1,274,363 | $0 | $20,218 |
| Yassine Kanaan MD | Radiology Highest-paid employee | 40 | $1,086,199 | $0 | $48,193 |
| Dr Ronald Place | President/CEO, McKennan Key employee | 0 | $1,093,970 | $0 | $28,917 |
| Kevin Post DO | Chief Medical Officer Highest-paid employee | 40 | $1,002,860 | $0 | $62,634 |
| Richard Korman | Chief Legal Officer, Secretary Officer | 45 | $910,447 | $0 | $55,428 |
| Shandon Hatch MD | Radiology Highest-paid employee | 40 | $867,408 | $0 | $59,160 |
| Casey Swenson MD | Radiology Highest-paid employee | 40 | $861,131 | $0 | $59,040 |
| Bruk Kammerman | Sr. VP - Chief Information Highest-paid employee | 40 | $855,085 | $0 | $18,684 |
| Dr Luis Rojas-Espaillat | Board Member, Gynecologic Oncology Trustee or director | 5 | $0 | $749,692 | $55,838 |
| Doug EkerenRetired May 2025 | President/CEO, Sacred Heart Key employee | 0 | $639,691 | $0 | $50,728 |
| Dr Katherine Wang | Board Member, Neonatology Trustee or director | 5 | $0 | $589,998 | $18,180 |
| Debbie Streier | President/CEO, Marshall Key employee | 0 | $578,021 | $0 | $18,180 |
| Daniel Bjerknes | President/CEO, St. Luke's Key employee | 0 | $543,341 | $0 | $52,408 |
15 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dr Jason Wickersham | Board Member, Family Practice/OB Phys Trustee or director | 5 | $0 | $527,321 | $39,391 |
| Dr Hillary Rockwell | President/CEO, Queen of Peace Key employee | 0 | $501,643 | $0 | $55,634 |
| Shantel Krebs | President/CEO, St. Mary's Key employee | 0 | $447,249 | $0 | $21,380 |
| Bob Sutton | Former President/CEO Former | 0 | $247,745 | $0 | $7,987 |
| Lori Essig | Chair Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Doneen Hollingsworth | Vice Chair Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Sister Debra Kolecka | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Candyce Chrystal | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Roxanne Seifert | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Lucille Welbig | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Mary Kay Panowicz | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Jacquelyn Johnson | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Mary Jaeger | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Clark Sinclair | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Robert Fouberg | Board Member Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Bob Sutton | President/CEO (End 08/2023) Trustee or director, Officer | 45 | $2,080,463 | $0 | $60,433 |
| Thomas Clark Former | Chief Strategy & Growth Officer Former | 40 | $1,666,396 | $0 | $25,250 |
| David Flicek | Chief Operating Officer Key employee | 40 | $1,371,591 | $0 | $45,097 |
| Julie Lautt | CFO, Treasurer Officer | 45 | $1,203,675 | $0 | $19,401 |
| Kevin Post | Chief Medical Officer Highest-paid employee | 40 | $800,524 | $0 | $60,452 |
| Richard Korman | Chief Legal Officer, Secretary Officer | 40 | $808,575 | $0 | $50,377 |
| Casey Swenson | Radiology Highest-paid employee | 0 | $733,755 | $0 | $57,633 |
| Dr Luis Rojas-Espaillat | Chair, Gynecologic Oncology Trustee or director, Officer | 5 | $0 | $697,255 | $53,521 |
| Dr Ronald Place | President/CEO, McKennan Key employee | 0 | $726,858 | $0 | $17,030 |
| Bruk Kammerman | Sr. VP - Chief Information Highest-paid employee | 40 | $696,536 | $0 | $17,939 |
| Shandon Hatch | Radiology Highest-paid employee | 0 | $656,579 | $0 | $57,402 |
| Doug Ekeren | President/CEO, Sacred Heart Key employee | 0 | $652,618 | $0 | $50,377 |
| Kimberly Jensen | Chief Human Resources Officer Highest-paid employee | 40 | $650,782 | $0 | $43,547 |
| David Erickson | Former Chief Medical Officer Former | 0 | $630,520 | $0 | $16,500 |
| Daniel Bjerknes | President/CEO, St. Luke's Key employee | 0 | $503,084 | $0 | $50,471 |
| Dr Katherine Wang | Board Member, Neonatology Trustee or director | 5 | $0 | $507,178 | $17,435 |
| Dr Hillary Rockwell | President/CEO, Queen of Peace Key employee | 0 | $245,314 | $221,675 | $57,403 |
| Dr Jason Wickersham | Board Member, Family Medicine/OBGYN Trustee or director | 5 | $0 | $463,101 | $50,160 |
| Debbie Streier | President/CEO, Marshall Key employee | 0 | $489,400 | $0 | $17,435 |
| James Dover | President/CEO (Eff 10/2023) Trustee or director, Officer | 45 | $396,393 | $0 | $3,389 |
| Shantel Krebs | President/CEO, St. Mary's Key employee | 0 | $83,231 | $186,423 | $18,256 |
| Lori Essig | Vice Chair Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Sister Candyce Chrystal | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Pam Donelan | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Robert Fouberg | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Doneen Hollingsworth | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Mary Jaeger | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Dr Wayne Kindle | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Debra Kolecka | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Mary Kay Panowicz | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Roxanne Seifert | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Clark Sinclair | Board Member Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| David Erickson Left 122022 | Chief Medical Officer Highest-paid employee | 40 | $2,256,352 | $0 | $46,236 |
| Bob Sutton | President/CEO, Board Member Trustee or director, Officer | 45 | $2,078,032 | $0 | $55,784 |
| David Flicek | Pres/CEO - Avera McKennan Key employee | 0 | $1,301,962 | $0 | $46,532 |
| Julie Lautt | CFO, Secretary/Treasurer Officer | 45 | $1,086,452 | $0 | $17,088 |
| Richard Korman | Chief Legal Officer/General Counsel Highest-paid employee | 40 | $798,780 | $0 | $46,532 |
| Thomas Clark Left 122022 | Chief Strategy & Growth Officer Key employee | 40 | $780,573 | $0 | $46,532 |
| Doug Ekeren | President/CEO-Sacred Heart Key employee | 0 | $704,190 | $0 | $46,432 |
| Andrew Burchett | Chief Medical Information Officer Highest-paid employee | 40 | $651,549 | $45,150 | $41,647 |
| Dr Luis Rojas-Espaillat | Chair Trustee or director, Officer | 5 | $0 | $682,717 | $49,630 |
| Kimberly Jensen | Chief Human Resource Officer Highest-paid employee | 40 | $651,828 | $0 | $40,736 |
| Bruk Kammerman | Sr. VP - Chief Information Officer Highest-paid employee | 40 | $665,725 | $0 | $15,730 |
| Dr Katherine Wang | Board Member/Neonatology Trustee or director | 5 | $0 | $524,209 | $15,250 |
| Debbie Streier | President/CEO - Avera Marshall Key employee | 0 | $470,488 | $0 | $38,557 |
| Dr Jason Wickersham | Board Member/Family Medicine/OB Trustee or director | 5 | $0 | $428,084 | $46,560 |
| Todd Forkel | Former Key Employee Former | 0 | $113,998 | $0 | $11,419 |
| Sister Penny Bingham | Vice Chair Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Sister Pam Donelan | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Lori Essig | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Robert Fouberg | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Doneen Hollingsworth | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Mary Jaeger | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Dr Wayne Kindle | Board Member/Superintendent YSD Trustee or director | 5 | $0 | $0 | $0 |
| Sister Debra Kolecka | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Mary Kay Panowicz | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Roxanne Seifert | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Clark Sinclair | Board Member Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3900 W AVERA DR STE 300, SIOUX FALLS, SD 57108-5721
- In care of
- % JIM BRECKENRIDGE
- Principal officer (990 for 2024)
- James Dover FACHE, 3900 West Avera Drive 300, Sioux Falls, SD 57108
- Signed the 990
- Julie Lautt, CFO/Secretary
- Phone
- (605) 322-7300
- Website
- www.avera.org
- Return prepared by
- Eide Bailly LLP
Mission
Avera Health 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.
Program accomplishments
- 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.Expenses $326,114,099 · grants $24,860,573 · revenue $313,700,061
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 46-0422673
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $2,578,930,497
- Income (IRS master file)
- $360,603,487
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $359,131,383 | $362,404,570 | $2,578,930,497 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $278,424,080 | $280,386,542 | $2,306,128,147 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $285,338,511 | $291,882,361 | $1,738,162,649 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $441,737,044 | $292,380,913 | $1,756,534,821 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-0422673).
Questions about AVERA HEALTH
- What is the EIN of AVERA HEALTH?
- The employer identification number (EIN) of AVERA HEALTH is 46-0422673.
- Is AVERA HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Which annual return does AVERA HEALTH file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AVERA HEALTH due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AVERA HEALTH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of AVERA HEALTH?
- The 990 for the year ended June 30, 2025 names James Dover FACHE.
- Who are the officers and directors of AVERA HEALTH?
- The 990 for the year ended June 30, 2025 lists 30 people; 16 received compensation from the organization, the highest $2,453,843 (James Dover, President/CEO).
- How much revenue does AVERA HEALTH have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $359,131,383, expenses of $362,404,570 and total assets of $2,578,930,497 at year end.
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