Nonprofit · EIN 46-0451539
AVERA HEALTH PLANS INC
Also known as TASHA HART
Tax-exempt · SIOUX FALLS, SD 57108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $307,117,436 | $293,221,455 | $13,895,981 | $97,099,522 | $35,064,136 | $62,035,386 |
| December 31, 2023 | 990 | $342,342,227 | $331,043,313 | $11,298,914 | $94,133,862 | $47,282,372 | $46,851,490 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $196
- of which government grants
- $196
- Program service revenue
- $304,597,748
- Investment income
- $2,519,492
- Net gain from sales of assets
- -$689,702
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $650,000
- Compensation of officers, directors and key employees
- $2,150,009
- Other salaries and wages
- $13,492,861
- Salaries, compensation and benefits (total)
- $19,567,872
- Professional fundraising fees
- $0
- Legal fees
- $17,699
- Accounting fees
- $91,890
- Occupancy
- $497,992
- Travel
- $320,211
- Depreciation
- $275,956
- Program services (functional)
- $256,823,685
- Management and general (functional)
- $36,397,770
Balance sheet and other
- Total assets, start of year
- $94,133,862
- Total assets, end of year
- $97,099,522
- Total liabilities, end of year
- $35,064,136
- Net assets, end of year
- $62,035,386
- Publicly traded securities
- $70,488,765
- Gross unrelated business income
- $470,615
- Gross receipts
- $322,242,352
- Employees
- 189
- Volunteers
- 5
- Year formed
- 1999
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES DOVER | DIRECTOR; PRESIDENT/CEO AVERA HEALTH Trustee or director | 1 | $0 | $2,453,843 | $50,892 |
| DAVID FLICEK | DIRECTOR Trustee or director | 1 | $0 | $1,450,140 | $47,062 |
| JULIE LAUTT | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $1,274,363 | $20,218 |
| RICHARD KORMAN | VICE PRESIDENT Officer | 1 | $0 | $910,447 | $55,428 |
| DOUGLAS EKEREN | DIRECTOR Trustee or director | 1 | $0 | $639,691 | $52,228 |
| DAVID LEMPERLE | PRESIDENT/CEO Trustee or director, Officer | 40 | $0 | $628,604 | $59,872 |
| DR PRESTON RENSHAW | CMO Officer | 40 | $433,493 | $0 | $59,354 |
| DAVID WARSING | COO (MAR-JUN) Officer | 40 | $395,113 | $0 | $26,321 |
| JORDAN ANDERSON | VP - SALES/SR DIRECTOR - SALES Officer | 40 | $328,147 | $0 | $57,036 |
| CHRISTOPHER JESSEN | CFO Officer | 40 | $305,246 | $0 | $44,029 |
| RENEE SCHROEDER | MEDICAL DIRECTOR Highest-paid employee | 40 | $281,737 | $0 | $54,962 |
| LISA CARLSON | VP - PRODUCT STRATEGY & DEV Officer | 40 | $228,153 | $0 | $50,178 |
| ANDREW ELLSWORTH | DIRECTOR; PHYSICIAN Trustee or director | 1 | $0 | $220,263 | $52,913 |
| BOB SUTTON | FORMER PRESIDENT Former | 0 | $0 | $247,745 | $7,987 |
| JOSEPHINE OPONG-VAUGHN | VP - NETWORK DEV (BEG MAR 2024) Officer | 40 | $205,668 | $0 | $17,272 |
9 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARA HANSEN - SENIOR DIR OF | POPULATION HEALTH & CLINIC OPS Highest-paid employee | 40 | $196,140 | $25,353 |
| JASON BORTMEN | BUSINESS DEVELOPMENT EXECUTIVE Highest-paid employee | 40 | $160,489 | $44,694 |
| MICHAEL DOOLEY | DIRECTOR OF PROVIDER RELATIONS Highest-paid employee | 40 | $155,467 | $45,515 |
| JOHN MOHR - DIRECTOR OF | PROVIDER CONTRACTING (JAN-JUN) Highest-paid employee | 40 | $184,549 | $10,949 |
| MICHAEL BENDER | CHAIR Trustee or director | 1 | $0 | $0 |
| CLARK SINCLAIR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RYAN HUBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH TUNTLAND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACQUELYN JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BOB SUTTON | PRESIDENT (UNTIL AUG 2023) Trustee or director, Officer | 1 | $0 | $2,080,463 | $60,433 |
| JULIE LAUTT | SEC/TREASURER Trustee or director, Officer | 1 | $0 | $1,203,675 | $19,401 |
| RICHARD KORMAN | VICE PRESIDENT Officer | 1 | $0 | $808,575 | $65,942 |
| DOUGLAS EKEREN | DIRECTOR Trustee or director | 1 | $0 | $652,618 | $39,999 |
| DEBRA MULLER | DIRECTOR; CEO (UNTIL AUG 2023) Trustee or director, Officer | 40 | $618,225 | $0 | $30,786 |
| DR PRESTON RENSHAW | CMO Officer | 40 | $418,202 | $0 | $57,321 |
| JAMES DOVER | PRESIDENT (BEG OCT 2023) Trustee or director, Officer | 1 | $0 | $396,393 | $3,389 |
| GREGORY JASMER | CAO (UNTIL MAY 2023) Officer | 40 | $353,747 | $0 | $33,301 |
| DAVID LEMPERLE | DIRECTOR; CEO (BEG AUG 2023) Trustee or director, Officer | 40 | $0 | $321,557 | $26,834 |
| JORDAN ANDERSON | VICE PRESIDENT OF SALES Officer | 40 | $301,906 | $0 | $40,928 |
| CHRISTOPHER JESSEN | CFO Officer | 40 | $272,295 | $0 | $57,008 |
| RENEE SCHROEDER | MEDICAL DIRECTOR Highest-paid employee | 40 | $271,993 | $0 | $46,486 |
| LISA CARLSON | COO Officer | 40 | $220,633 | $0 | $48,758 |
| ANDREW ELLSWORTH | DIRECTOR; PHYSICIAN Trustee or director | 1 | $0 | $215,289 | $53,084 |
| COREY WEEG UNTIL OCT 2023 | DIR. OF PRODUCT DEVELOPMENT Highest-paid employee | 40 | $184,264 | $0 | $21,484 |
| JOANN DEBEER | DIR. OF FINANCE (UNTIL DEC 2023) Highest-paid employee | 40 | $166,684 | $0 | $22,752 |
| TANNA GRIES UNTIL MAR 2023 | DIR. OF FINANCIAL REPORTING Highest-paid employee | 40 | $179,576 | $0 | $9,463 |
| SARA HANSEN - SENIOR DIR | OF POPULATION HEALTH & CLINIC OPS Highest-paid employee | 40 | $176,663 | $0 | $2,448 |
| DR CLARK LIKNESS | DIRECTOR (UNTIL AUG 2023) Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL BENDER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CLARK SINCLAIR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RYAN HUBER | DIRECTOR (BEG JUL 2023) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5300 S BROADBAND LN, SIOUX FALLS, SD 57108-2222
- In care of
- % LINDA BRECKENRIDGE
- Principal officer (990 for 2024)
- JAMES DOVER FACHE, 5300 S BROADBAND LN, SIOUX FALLS, SD 57108
- Signed the 990
- CHRISTOPHER JESSEN, CFO
- Phone
- (605) 322-4500
- Website
- AVERAHEALTHPLANS.COM
- Return prepared by
- EIDE BAILLY LLP
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.
Program accomplishments
- AS AN ESSENTIAL COMPONENT OF THE AVERA HEALTH INTEGRATED DELIVERY PLAN, AVERA HEALTH PLANS (AHP) PROVIDES COVERAGE AND CONDUCTS OTHER ACTIVITIES THAT INCREASE THE HEALTH OF THE COMMUNITY IN ITS SERVICE AREA. AHP CONDUCTS SUBSTANTIALLY ALL OF ITS ACTIVITIES WITHIN THE SERVICE AREA OF AVERA HEALTH BUT DOES CONDUCT A SMALL PORTION BEYOND THE AVERA HEALTH SERVICE AREA TO FULFILL ITS MISSION OF MAKING A POSITIVE IMPACT IN THE COMMUNITIES IT SERVES BY ENSURING ADEQUATE RURAL HEALTH CARE IS AVAILABLE. AHP PROVIDES HEALTH INSURANCE COVERAGE TO AN UNDERSERVED POPULATION INCLUDING ELDERLY AND LOW INCOME, HIGH RISK AND MEDICALLY UNDERSERVED PERSONS. OF THE 70,500 TOTAL MEMBERS SERVED IN 2024, 9,635 OF THESE MEMBERS WERE MEDICARE SUPPLEMENT MEMBERS AND APPROXIMATELY 49% CONSISTS OF INDIVIDUALS OR EMPLOYEES OF SMALL GROUPS. APPROXIMATELY 17,743 MEMBERS ARE INDIVIDUALS AND MORE THAN 96.1% OF THE HEALTH CARE EXCHANGE ENROLLEES IN THE INDIVIDUAL CATEGORY WERE ELIGIBLE TO RECEIVE AN ADVANCE PREMIUM TAX CREDIT, WHICH MEANS THEY WERE BELOW 400% OF THE FEDERAL POVERTY LIMIT. AVERA HEALTH PLANS IS FURTHER DISTINGUISHED FROM THE FOR-PROFIT PLANS BY ITS PARTICIPATION IN THE FEDERAL HEALTH INSURANCE EXCHANGE/MARKETPLACE. AHP HAS AFFORDABLE, COMMUNITY-RATED PREMIUMS WHICH ARE MARKET COMPETITIVE, AND THEY DO NOT COVER AHP'S COSTS INCLUDING CLAIMS AND ADMINISTRATIVE EXPENSES. NET MEDICAL AND PHARMACY CLAIMS EXPENSE RESULTED IN A MEDICAL INCOME RATIO (MIR) AVERAGE OF 80.6% FOR 2024. SIGNIFICANT FINANCIAL SUPPORT BY AVERA HEALTH (501(C)(3)) ALLOWS AHP TO REMAIN FINANCIALLY VIABLE.AHP ALSO SPONSORS HEALTH EDUCATION OPEN FORUMS, OPEN HOUSES, AND WEBINARS THAT ARE OPEN TO THE PUBLIC.Expenses $256,823,685 · grants $650,000 · revenue $304,127,133
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-0451539
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E80)
- Assets (IRS master file)
- $97,099,522
- Income (IRS master file)
- $322,242,352
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $307,117,436 | $293,221,455 | $97,099,522 | XML |
| 990 | December 2023 | $342,342,227 | $331,043,313 | $94,133,862 | XML |
| 990 | December 2022 | $337,041,127 | $351,085,632 | $99,399,851 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 46-0451539).
Questions about AVERA HEALTH PLANS INC
- What is the EIN of AVERA HEALTH PLANS INC?
- The employer identification number (EIN) of AVERA HEALTH PLANS INC is 46-0451539.
- Is AVERA HEALTH PLANS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2016.
- Are donations to AVERA HEALTH PLANS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AVERA HEALTH PLANS INC 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 PLANS INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AVERA HEALTH PLANS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of AVERA HEALTH PLANS INC?
- The 990 for the year ended December 31, 2024 names JAMES DOVER FACHE.
- Who are the officers and directors of AVERA HEALTH PLANS INC?
- The 990 for the year ended December 31, 2024 lists 24 people; 11 received compensation from the organization.
- How much revenue does AVERA HEALTH PLANS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $307,117,436, expenses of $293,221,455 and total assets of $97,099,522 at year end.
Other nonprofits in SIOUX FALLS
- AVERA MCKENNAN EIN 46-0224743 · last filed 990 for 2025
- AVERA HEALTH EIN 46-0422673 · last filed 990 for 2025
- AVERA AT HOME EIN 46-0399291 · last filed 990 for 2025
- SANFORD EIN 27-1218956 · last filed 990 for 2024
- HEGG MEMORIAL HOSPITAL EIN 42-0932564 · last filed 990 for 2025
- LIFESCAPE FOUNDATION EIN 46-0353254 · last filed 990 for 2025
- BETHANY LUTHERAN HOME EIN 46-0233029 · last filed 990 for 2025
- F-M AMBULANCE SERVICE INC EIN 45-0344371 · last filed 990 for 2024