AVERA HEALTH PLANS INC

EIN: 460451539 Health Care

SIOUX FALLS, SD

Total Revenue
$342,342,227
Total Expenses
$331,043,313
Total Assets
$94,133,862
Net Assets
$46,851,490
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Organization Details

Formation Year
1999
Legal Domicile
SD
Principal Officer
JAMES DOVER FACHE
Phone
6053224500
Tax Period
2023-01-01 to 2023-12-31

AVERA HEALTH PLANS INC, founded in 1999, is a major nonprofit in the Health Care sector that reported $342.3M in total revenue in fiscal year 2023. Expenses of $331.0M left a modest 3% surplus.

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 Service Accomplishments

Program 1
Expenses: $295,034,816 Revenue: $339,497,265

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...

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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 75,000 TOTAL MEMBERS SERVED IN 2023, 9,749 OF THESE MEMBERS WERE MEDICARE SUPPLEMENT MEMBERS AND APPROXIMATELY 40% CONSISTS OF INDIVIDUALS OR EMPLOYEES OF SMALL GROUPS. APPROXIMATELY 21,486 MEMBERS ARE INDIVIDUALS AND MORE THAN 94.2% 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 86.2% FOR 2023. 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.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $339,904,335
Investment Income $2,437,892
Other Revenue $0
TOTAL REVENUE $342,342,227

Expense Breakdown

Grants Paid $600,000
Salaries & Benefits $18,164,454
Fundraising Expenses $0
Program Expenses $295,034,816
Other Expenses $312,278,859
TOTAL EXPENSES $331,043,313

Year-over-Year Comparison

2023 2022 Change
Revenue $342,342,227 $337,041,127 +0.0%
Expenses $331,043,313 $351,085,632 -0.1%
Net Income $11,298,914 $-14,044,505 -1.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
2
Employees
201
Volunteers
11

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
11
$7,439,772
Total Directors
11
$5,722,146
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BOB SUTTON PRESIDENT (UNTIL AUG 2023) 1.00
Officer Director
$0 $60,433 $2,140,896
JULIE LAUTT SEC/TREASURER 1.00
Officer Director
$0 $19,401 $1,223,076
DOUGLAS EKEREN DIRECTOR 1.00
Director
$0 $39,999 $692,617
DEBRA MULLER DIRECTOR; CEO (UNTIL AUG 2023) 40.00
Officer Director
$618,225 $30,786 $649,011
DR CLARK LIKNESS DIRECTOR (UNTIL AUG 2023) 1.00
Director
$0 $0 $0
MICHAEL BENDER DIRECTOR 1.00
Director
$0 $0 $0
CLARK SINCLAIR DIRECTOR 1.00
Director
$0 $0 $0
ANDREW ELLSWORTH DIRECTOR; PHYSICIAN 1.00
Director
$0 $53,084 $268,373
RYAN HUBER DIRECTOR (BEG JUL 2023) 1.00
Director
$0 $0 $0
JAMES DOVER PRESIDENT (BEG OCT 2023) 1.00
Officer Director
$0 $3,389 $399,782
DAVID LEMPERLE DIRECTOR; CEO (BEG AUG 2023) 40.00
Officer Director
$0 $26,834 $348,391
RICHARD KORMAN VICE PRESIDENT 1.00
Officer
$0 $65,942 $874,517
DR PRESTON RENSHAW CMO 40.00
Officer
$418,202 $57,321 $475,523
JORDAN ANDERSON VICE PRESIDENT OF SALES 40.00
Officer
$301,906 $40,928 $342,834
CHRISTOPHER JESSEN CFO 40.00
Officer
$272,295 $57,008 $329,303
LISA CARLSON COO 40.00
Officer
$220,633 $48,758 $269,391
GREGORY JASMER CAO (UNTIL MAY 2023) 40.00
Officer
$353,747 $33,301 $387,048
TANNA GRIES UNTIL MAR 2023 DIR. OF FINANCIAL REPORTING 40.00
Highest
$179,576 $9,463 $189,039
RENEE SCHROEDER MEDICAL DIRECTOR 40.00
Highest
$271,993 $46,486 $318,479
JOANN DEBEER DIR. OF FINANCE (UNTIL DEC 2023) 40.00
Highest
$166,684 $22,752 $189,436
SARA HANSEN - SENIOR DIR OF POPULATION HEALTH & CLINIC OPS 40.00
Highest
$176,663 $2,448 $179,111
COREY WEEG UNTIL OCT 2023 DIR. OF PRODUCT DEVELOPMENT 40.00
Highest
$184,264 $21,484 $205,748
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
2024 No data No data No data No data
2023 $342,342,227 $331,043,313 $94,133,862 $11,298,914
2022 $337,041,127 $351,085,632 $99,399,851 $-14,044,505
2021 $344,814,571 $383,335,892 $89,852,085 $-38,521,321
2020 $326,945,286 $299,167,383 $110,420,388 $27,777,903
2019 $287,416,585 $275,683,826 $94,760,633 $11,732,759
2018 $268,466,086 $255,488,120 $77,746,308 $12,977,966
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