Totals
- Total revenue
- $228,545,515
- Total expenses
- $231,124,231
- Contributions and grants received
- $878,159
- Grants paid
- $0
- Program services expenses (Part IX)
- $191,653,347
- Management and general expenses
- $39,470,884
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $191,653,347
Program services were 82.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Jakub Tolar MD
First Vice Chair
- Total calculated
- $0
- Hours/week
- 0 + 2 related
-
James Hereford
President & CEO
- Total calculated
- $5,659,485
- From this org
- $0
- From related orgs
- $4,854,478
- Other
- $805,007
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,948,464 related
- Bonus
- $0 + $2,156,120 related
- Other
- $0 + $749,894 related
- Deferred
- $0 + $786,517 related
- Nontaxable benefits
- $0 + $18,490 related
- Filer's total
- $0 + $5,659,485 related
-
Karen Grabow
2nd Vice Chair-end 12-2024
- Total calculated
- $25,000
- From this org
- $0
- From related orgs
- $25,000
- Other
- $0
- Hours/week
- 0 + 2 related
-
RIch Ostlund
Chair, END 12-2024
- Total calculated
- $35,000
- From this org
- $0
- From related orgs
- $35,000
- Other
- $0
- Hours/week
- 0 + 4 related
-
Timothy Marx
Secretary
- Total calculated
- $25,000
- From this org
- $0
- From related orgs
- $25,000
- Other
- $0
- Hours/week
- 0 + 2 related
-
Ann Williamson
Director
- Total calculated
- $20,000
- From this org
- $0
- From related orgs
- $20,000
- Other
- $0
- Hours/week
- 0 + 2 related
-
Barclay Berdan
Director
- Total calculated
- $20,000
- From this org
- $0
- From related orgs
- $20,000
- Other
- $0
- Hours/week
- 0 + 4 related
-
David Levy
Director
- Total calculated
- $20,000
- From this org
- $0
- From related orgs
- $20,000
- Other
- $0
- Hours/week
- 0 + 2 related
-
Jodi Richard
Director
- Total calculated
- $25,000
- From this org
- $0
- From related orgs
- $25,000
- Other
- $0
- Hours/week
- 0 + 4 related
-
John Heinmiller
Director
- Total calculated
- $25,000
- From this org
- $0
- From related orgs
- $25,000
- Other
- $0
- Hours/week
- 0 + 4 related
-
Julie Causey
Director
- Total calculated
- $25,000
- From this org
- $0
- From related orgs
- $25,000
- Other
- $0
- Hours/week
- 0 + 4 related
-
Kenneth Roering
Director
- Total calculated
- $20,000
- From this org
- $0
- From related orgs
- $20,000
- Other
- $0
- Hours/week
- 0 + 2 related
-
Melissa Geller MD
Director
- Total calculated
- $0
- Hours/week
- 0 + 2 related
-
Michael Connly
Director
- Total calculated
- $25,000
- From this org
- $0
- From related orgs
- $25,000
- Other
- $0
- Hours/week
- 0 + 4 related
-
Myron Frans
Director
- Total calculated
- $0
- Hours/week
- 0 + 4 related
-
PJ Hill
Director
- Total calculated
- $20,000
- From this org
- $0
- From related orgs
- $20,000
- Other
- $0
- Hours/week
- 0 + 2 related
-
Shawntera Hardy
Director
- Total calculated
- $20,000
- From this org
- $0
- From related orgs
- $20,000
- Other
- $0
- Hours/week
- 0 + 2 related
-
Srijoy Mahapatra
Director - New 10-2024
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 4 related
-
Stephen Swensen MD
Director
- Total calculated
- $25,000
- From this org
- $0
- From related orgs
- $25,000
- Other
- $0
- Hours/week
- 0 + 2 related
-
Tami Reller
Director, new 5-2024
- Total calculated
- $10,000
- From this org
- $0
- From related orgs
- $10,000
- Other
- $0
- Hours/week
- 0 + 4 related
-
Andrea Mokros
Chf Public Affairs Officer
- Total calculated
- $931,088
- From this org
- $0
- From related orgs
- $875,398
- Other
- $55,690
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $535,452 related
- Bonus
- $0 + $339,061 related
- Other
- $0 + $885 related
- Deferred
- $0 + $45,544 related
- Nontaxable benefits
- $0 + $10,146 related
- Filer's total
- $0 + $931,088 related
-
Euthemy Lebrew
EVP & Chf Transformation Officer
- Total calculated
- $932,623
- From this org
- $0
- From related orgs
- $804,293
- Other
- $128,330
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $582,324 related
- Bonus
- $0 + $217,652 related
- Other
- $0 + $4,317 related
- Deferred
- $0 + $105,152 related
- Nontaxable benefits
- $0 + $23,178 related
- Filer's total
- $0 + $932,623 related
-
Jaya Kumar
CMO
- Total calculated
- $677,333
- From this org
- $0
- From related orgs
- $618,925
- Other
- $58,408
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $516,621 related
- Bonus
- $0 + $100,000 related
- Other
- $0 + $2,304 related
- Deferred
- $0 + $57,370 related
- Nontaxable benefits
- $0 + $1,038 related
- Filer's total
- $0 + $677,333 related
-
Jeoff Will
EVP, COO
- Total calculated
- $1,650,134
- From this org
- $0
- From related orgs
- $1,422,135
- Other
- $227,999
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,045,338 related
- Bonus
- $0 + $328,858 related
- Other
- $0 + $47,939 related
- Deferred
- $0 + $203,643 related
- Nontaxable benefits
- $0 + $24,356 related
- Filer's total
- $0 + $1,650,134 related
-
Joseph Gaylord
CFO
- Total calculated
- $2,087,366
- From this org
- $0
- From related orgs
- $1,862,040
- Other
- $225,326
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,039,753 related
- Bonus
- $0 + $817,091 related
- Other
- $0 + $5,196 related
- Deferred
- $0 + $201,036 related
- Nontaxable benefits
- $0 + $24,290 related
- Filer's total
- $0 + $2,087,366 related
-
Laura Reed
COO, end 1-2024
- Total calculated
- $2,973,699
- From this org
- $0
- From related orgs
- $2,902,634
- Other
- $71,065
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $43,717 related
- Bonus
- $0 + $872,344 related
- Other
- $0 + $1,986,573 related
- Deferred
- $0 + $69,760 related
- Nontaxable benefits
- $0 + $1,305 related
- Filer's total
- $0 + $2,973,699 related
-
Mark Welton
CMO, end 7-2024
- Total calculated
- $2,203,699
- From this org
- $0
- From related orgs
- $2,029,863
- Other
- $173,836
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $419,441 related
- Bonus
- $0 + $599,102 related
- Other
- $0 + $1,011,320 related
- Deferred
- $0 + $163,378 related
- Nontaxable benefits
- $0 + $10,458 related
- Filer's total
- $0 + $2,203,699 related
-
Mary Nease
Chf People Officer, end 1-2024
- Total calculated
- $1,576,514
- From this org
- $0
- From related orgs
- $1,548,472
- Other
- $28,042
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $22,948 related
- Bonus
- $0 + $412,713 related
- Other
- $0 + $1,112,811 related
- Deferred
- $0 + $26,300 related
- Nontaxable benefits
- $0 + $1,742 related
- Filer's total
- $0 + $1,576,514 related
-
Robert Beacher
EVP & Chf Shared Clinical Svcs
- Total calculated
- $1,684,572
- From this org
- $0
- From related orgs
- $1,470,518
- Other
- $214,054
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $809,592 related
- Bonus
- $0 + $528,146 related
- Other
- $0 + $132,780 related
- Deferred
- $0 + $189,786 related
- Nontaxable benefits
- $0 + $24,268 related
- Filer's total
- $0 + $1,684,572 related
-
Sameer Badlani
Chf Digital Officer
- Total calculated
- $1,461,673
- From this org
- $0
- From related orgs
- $1,368,455
- Other
- $93,218
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $816,037 related
- Bonus
- $0 + $485,350 related
- Other
- $0 + $67,068 related
- Deferred
- $0 + $69,097 related
- Nontaxable benefits
- $0 + $24,121 related
- Filer's total
- $0 + $1,461,673 related
-
Tanja Oquendo
Chief People Officer
- Total calculated
- $392,431
- From this org
- $0
- From related orgs
- $384,181
- Other
- $8,250
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $247,188 related
- Bonus
- $0 + $135,900 related
- Other
- $0 + $1,093 related
- Deferred
- $0 + $2,672 related
- Nontaxable benefits
- $0 + $5,578 related
- Filer's total
- $0 + $392,431 related
-
Trudi Trysla
Chf Legal Counsel
- Total calculated
- $1,570,527
- From this org
- $0
- From related orgs
- $1,254,513
- Other
- $316,014
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $727,947 related
- Bonus
- $0 + $461,608 related
- Other
- $0 + $64,958 related
- Deferred
- $0 + $316,014 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $1,570,527 related
-
Aziza Shireen MD
Physician
- Total calculated
- $457,226
- From this org
- $0
- From related orgs
- $417,070
- Other
- $40,156
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $350,691 related
- Bonus
- $0 + $11,982 related
- Other
- $0 + $54,397 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $26,356 related
- Filer's total
- $0 + $457,226 related
-
Erica Kuhlman MD
Physician
- Total calculated
- $503,379
- From this org
- $0
- From related orgs
- $468,665
- Other
- $34,714
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $452,345 related
- Bonus
- $0 + $11,951 related
- Other
- $0 + $4,369 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $20,914 related
- Filer's total
- $0 + $503,379 related
-
Jawali Jaranilla MD
Physician
- Total calculated
- $726,723
- From this org
- $0
- From related orgs
- $699,686
- Other
- $27,037
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $412,762 related
- Bonus
- $0 + $8,982 related
- Other
- $0 + $277,942 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $13,237 related
- Filer's total
- $0 + $726,723 related
-
Juan Zeballos Chavez MD
Physician
- Total calculated
- $534,033
- From this org
- $0
- From related orgs
- $501,337
- Other
- $32,696
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $482,206 related
- Bonus
- $0 + $9,732 related
- Other
- $0 + $9,399 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $18,896 related
- Filer's total
- $0 + $534,033 related
-
Kenan Raddawi MD
Physician
- Total calculated
- $441,196
- From this org
- $0
- From related orgs
- $414,195
- Other
- $27,001
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $333,011 related
- Bonus
- $0 + $4,482 related
- Other
- $0 + $76,702 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $13,201 related
- Filer's total
- $0 + $441,196 related
-
Sunn Sunn Thaw MD
Former Physician
- Total calculated
- $1,110,800
- From this org
- $0
- From related orgs
- $1,069,723
- Other
- $41,077
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $436,613 related
- Bonus
- $0 + $630,138 related
- Other
- $0 + $2,972 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $27,277 related
- Filer's total
- $0 + $1,110,800 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 — 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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 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 4a Severance or change-of-control payment
- Severance Terms and Conditions: Severance benefit payments will commence on the first regularly scheduled pay date that occurs at least five (5) days after the expiration of the rescission period. Payment of severance benefits is contingent upon (i) having first signed and not rescinded the Service Agreement and Release Agreement and (ii) the return of Fairview's property. Severance payments made during the tax year: Laura Reed $1,441,830; Mark Welton $868,256; Mary Nease $728,808
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN: JAMES HEREFORD, SAMEER BADLANI, LAURA REED, MARK WELTON, ROBERT BEACHER, TRUDI TRYSLA, MARY NEASE, ANDREA MOKROS. JOSEPH GAYLORD, Jeoff Will, Eithemy Lebrew, Jaya Kumar, Tanja Oquendo DUE TO A VESTING EVENT, THE FOLLOWING INDIVIDUALS HAD INCOME IN PART VII AND SCHEDULE J RELATED TO A NONQUALIFIED RETIREMENT PLAN: JAMES HEREFORD $731,606 LAURA REED $536,871 MARK WELTON $129,086 ROBERT BEACHER $120,954 TRUDI TRYSLA $61,382 SAMEER BADLANI $64,850 JEOFF WILL $45,110 MARY NEASE $322,172
- 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. The non-qualified plan (the plan) is only open to a select group of highly compensated employees. The plan contributes the difference of what 403(b) employer contributions were missed for participants who earn more than the IRS limit on eligible compensation for qualitied retirement plans. Participants may not elect to defer compensation. Contributions will be made in the form of a credit to the participant's account, within 60 days after a participant becomes vested in a contribution. The plan shall pay to the participant an amount equal to the amount the participant is required to pay federal, state, local and foreign income taxes and employment taxes due to the vesting. The remaining amount in the participant's account shall not be paid until the separation from services payment date. A participant's account shall be distributed in cash. The plan complies with Section 457(f) of the IRS code.
- Schedule J, Part I, Line 3 Related Org to establish compensation
- THE ORGANIZATION 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.
- Schedule J, Part I, Line 4b
- The nonqualified plan (the Plan) is only open to a select group of highly compensated employees. The plan contributes the difference of what 403(b) employer contributions were missed for participants who earn more than the IRS limit on eligible compensation for qualified retirement plans. Participants may not elect to defer compensation. Contributions will be made in the form of a credit to the participant's account. Within 60 days after a participant becomes vested in a contribution, the Plan shall pay to the participant an amount equal to the amount the Participant is required to pay Federal, state, local, and foreign income taxes and employment taxes due to the vesting. The remaining amount in the participant's account shall not be paid until the separation from service payment date. A participant's account shall be distributed in cash. The plan complies with section 457(f) of the Code.
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
No itemized grants to organizations on this return.
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.
-
D&T Facility Management Company
501(c)(3) · Management · MN · controlled entity
Directly controlled by HealthEast Woodwinds Hospital
-
501(c)(3) · Nursing · MN
Directly controlled by Fairview Health Services
-
501(c)(3) · Fundraising · MN
Directly controlled by Fairview Health Services
-
501(c)(3) · Hospital · MN
Directly controlled by NA
-
Fairview Home Care and Hospice
501(c)(3) · Home Health · MN
Directly controlled by Fairview Health Services
-
Fairview Physician Associates Netwo
501(c)(3) · Clinical · MN
Directly controlled by Fairview Health Services
-
Grand Itasca Clinic and Hosptial
501(c)(3) · Hospital · MN
Directly controlled by Fairview Health Services
-
501(c)(3) · Hospital · MN
Directly controlled by Fairview Health Services
-
HealthEast Medical Research Institute
501(c)(3) · Med Resear · MN
Directly controlled by Fairview Health Services
-
501(c)(3) · Hospital · MN
Directly controlled by Fairview Health Services
-
Range Regional Health Services
501(c)(3) · Hospital · MN
Directly controlled by Fairview Health Services
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202543149349303284
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