Avera at Home (EIN 460399291) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

Sandy Dieleman

Phone

6053224597

Tax Period

2023-07-01 to 2024-06-30

Avera at Home, founded in 1987, is a mid-sized nonprofit in the Health Care sector that reported $43.7M in total revenue in fiscal year 2017. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

Develop programs for community based services: Home Health, Hospice Care, & Home Medical Equipment.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $541,456

Program Service Revenue $82,353,307

Investment Income $321,650

Other Revenue $22,960

TOTAL REVENUE $83,239,373

Expense Breakdown

Grants Paid $23

Salaries & Benefits $41,138,986

Fundraising Expenses $0

Program Expenses $66,312,283

Other Expenses $37,446,911

TOTAL EXPENSES $78,585,920

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,239,373	$75,976,831	+0.1%
Expenses	$78,585,920	$71,185,844	+0.1%
Net Income	$4,653,453	$4,790,987	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

642

Volunteers

139

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,150,848

Total Directors

$4,033,280

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sandra Dieleman	President/CEO	1.00	Officer Director	$0	$52,279	$415,737
Curtis Hohman	Chair/Senior VP - Network Hospitals	1.00	Officer Director	$0	$28,157	$263,877
Kayleen Lee	Vice Chair	1.00	Officer Director	$0	$0	$248,158
Sr Kathryn Burt	Board Member	1.00	Director	$0	$0	$0
Douglas Ekeren	Board Member/Pres Sacred Heart	1.00	Director	$0	$50,377	$702,995
Kristi Livermont MBA	Board Member/Administrator	1.00	Director	$0	$19,007	$160,652
Dr Shawna Schmidt	Board Member/Pain Management	1.00	Director	$0	$50,295	$591,049
Cynthia Senger	Board Member	1.00	Director	$0	$0	$0
Debra Streier	Board Member/Regional President/CEO	1.00	Director	$0	$17,435	$506,835
Dr Chad Thury	Board Member/Family Medicine	1.00	Director	$0	$51,516	$352,140
Lindsay Weber	Board Member/Pres St. Benedict	1.00	Director	$0	$43,244	$188,587
Sr Lucille Welbig	Board Member	1.00	Director	$0	$0	$0
Dr Matthew Winkelbauer	Board Member/Family Medicine/OB	1.00	Director	$0	$50,241	$603,250
Julie Lautt	CFO Avera Health;Secretary/Treasurer	0.10	Officer	$0	$19,401	$1,223,076
Mitchell Butler	VP - Home Medical Equipment	40.00	Highest	$185,661	$30,714	$216,375
Jill Cragoe	Director - Patient Care	40.00	Highest	$144,838	$42,981	$187,819
John Decker	Physical Therapist	40.00	Highest	$179,872	$37,209	$217,081
Bethany Eichelberger	Supervisor - Agency	40.00	Highest	$149,723	$12,426	$162,149
Rhonda Wiering	VP - Clinical Growth & Innovation	40.00	Highest	$155,413	$41,693	$197,106
Thomas Clark	Former Chair/Board Member	1.00		$0	$25,250	$1,691,646
Karen Gallagher	Former Vice Chair/VP Mission	0.00		$0	$44,234	$186,370
Jamie Schaefer	Former Secretary	0.00		$0	$49,264	$348,078

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$83,239,373	$78,585,920	$41,508,046	$4,653,453
2023	$75,976,831	$71,185,844	$33,101,861	$4,790,987
2022	$72,454,502	$69,897,967	$28,979,883	$2,556,535
2021	$66,596,972	$62,149,329	$28,427,290	$4,447,643
2020	$61,826,110	$58,641,623	$22,955,053	$3,184,487
2019	$52,064,174	$50,706,296	$16,598,872	$1,357,878
2018	$43,731,820	$45,160,620	$18,214,757	$-1,428,800

Avera at Home