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← FAIRVIEW FOUNDATION

Form 990 for tax year 2022

Filed by FAIRVIEW FOUNDATION.

Totals

Total revenue
$1,984,091
Total expenses
$4,888,476
Contributions and grants received
$2,128,740
Grants paid
$4,716,075
Program service revenue
$0
Investment income
-$144,649
Other revenue
$0
Total assets, end of year
$18,118,013
Total liabilities, end of year
$954,692
Net assets or fund balances, end of year
$17,163,321
Program services expenses (Part IX)
$4,716,075
Management and general expenses
$172,401
Fundraising expenses
$0
Program service expenses (Part III)
$4,716,075

Program services were 96.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $95,096

  • 1e · Government grants (contributions)

    $194,720

  • 1f · All other contributions, gifts and grants

    $1,838,924

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total -$144,649 · excluded -$144,649

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,451,029 · program services $4,451,029

  • 2 · Grants to domestic individuals

    total $265,046 · program services $265,046

  • 11g · Fees: other

    total $77,271 · program services $0 · management and general $77,271 · fundraising $0

  • 13 · Office expenses

    total $814 · management and general $814

  • 16 · Occupancy

    total $70,926 · management and general $70,926

  • 22 · Depreciation, depletion and amortization

    total $942 · management and general $942

  • 23 · Insurance

    total $22,448 · management and general $22,448

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,013,821 · end of year $7,595,503

  • 3 · Pledges and grants receivable

    beginning of year $445,879 · end of year $352,162

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $23,674

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,620

  • 10c · Land, buildings and equipment, net

    beginning of year $12,997 · end of year $12,054

  • 11 · Investments: publicly traded securities

    beginning of year $15,981,177 · end of year $10,158,294

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,056,207 · end of year $898,653

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $63,857 · end of year $56,039

  • 27 · Net assets without donor restrictions

    beginning of year $5,487,803 · end of year $6,138,478

  • 28 · Net assets with donor restrictions

    beginning of year $14,846,007 · end of year $11,024,843

Mission and programs · 2022

Mission

The Fairview Foundation's exempt purpose is to promote philanthropy within Fairview, raise funds, build relationships, provide grants to programs and services that enhance the care of patients, improve the physical, emotional and spiritual health of the communities we serve and support the mission of Fairview Health Services, a charitable organization exempt from income tax under Section 501(c)(3) of the Internal Revenue Code.

  • Fairview Foundation's program accomplishments included providing support for capital improvements and expansions of facilities to better serve community needs, financial assistance for patients in crisis, mental health and addiction services, community health outreach and a wide range of programs including spiritual care, non-reimbursable hospice services, and food access programs. The Fairview Foundation provided grants to Fairview Health Services, a Section 501(c)(3) corporation, to further the charitable purposes of Fairview Health Services in the communities that we serve. Grant activity included patient care programs and equipment; furnishings and facility renovations and expansions; assistance for patients in need and/or in crisis including for prescription medication; population and community health and wellness initiatives; mental health and addiction services; hospice and palliative care therapies; early literacy and pediatric programming; integrative therapies, including for frontline caregivers; spiritual care; disease management and health care innovations.

    Expenses $4,716,075 · Grants $4,716,075

As filed on the 2022 return.

Listed in Part VII

  • Andrea Mokros

    Secretary

    Total calculated
    $647,023
    From this org
    $0
    From related orgs
    $561,164
    Other
    $85,859
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,176 related
    Bonus
    $0 + $146,324 related
    Other
    $0 + $664 related
    Deferred
    $0 + $74,789 related
    Nontaxable benefits
    $0 + $11,070 related
    Filer's total
    $0 + $647,023 related

  • John Swanholm

    Pres & Treasurer

    Total calculated
    $582,494
    From this org
    $0
    From related orgs
    $481,512
    Other
    $100,982
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $368,908 related
    Bonus
    $0 + $111,340 related
    Other
    $0 + $1,264 related
    Deferred
    $0 + $75,475 related
    Nontaxable benefits
    $0 + $25,507 related
    Filer's total
    $0 + $582,494 related

  • Mai Moua

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Roland Hayes

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Taqee Khaled

    Director

    Total calculated
    $0
    Hours/week
    2

  • Thomas Fee

    Director

    Total calculated
    $0
    Hours/week
    2

  • Tiffany Blank

    Sr Dir Community Impact

    Total calculated
    $209,745
    From this org
    $0
    From related orgs
    $176,904
    Other
    $32,841
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,442 related
    Bonus
    $0 + $12,882 related
    Other
    $0 + $580 related
    Deferred
    $0 + $11,398 related
    Nontaxable benefits
    $0 + $21,443 related
    Filer's total
    $0 + $209,745 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN: JOHN SWANHOLM, ANDREA MOKROS
Schedule J, Part I, Line 7 Non-fixed payments
Fairview Health Services provides lump sum financial awards based on system-wide, business unit and/or departments financial and quality measures. Annual goals, specifically tied to productivity and quality indicators, are set for the year and an incentive paid out annually if key goals and measures are achieved.
Schedule J, Part I, Line 3 Related Org to establish compensation
FAIRVIEW FOUNDATION IS PART OF THE FAIRVIEW HEALTH SERVICES SYSTEM AND FAIRVIEW HEALTH SERVICES HUMAN RESOURCES USES COMPARABLES TO ESTABLISH COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR ACCORDING TO MARKET STANDARDS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • Fairview Health Services

    $4,451,029

    Provided grants to and on behalf of Fairview Health Services. See Part IV for additional information.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
26 October 2023
IRS schema version
2022v5.0
Source object
202342999349301144

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