Skip to content
Nonprofiteer
← D&T FACILITY MANAGEMENT COMPANY

Form 990 for tax year 2023

Filed by D&T FACILITY MANAGEMENT COMPANY.

Totals

Total revenue
$4,272,635
Total expenses
$4,325,119
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$4,272,661
Management and general expenses
$52,458
Fundraising expenses
$0
Program service expenses (Part III)
$4,272,661

Program services were 98.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Beth Heinz

    President

    Total calculated
    $651,069
    From this org
    $0
    From related orgs
    $539,868
    Other
    $111,201
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,100 related
    Bonus
    $0 + $99,570 related
    Other
    $0 + $53,198 related
    Deferred
    $0 + $89,110 related
    Nontaxable benefits
    $0 + $22,091 related
    Filer's total
    $0 + $651,069 related

  • Aaron Bouw

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brian Amdahl

    Director

    Total calculated
    $583,547
    From this org
    $0
    From related orgs
    $553,460
    Other
    $30,087
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $441,199 related
    Bonus
    $0 + $109,071 related
    Other
    $0 + $3,190 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $16,887 related
    Filer's total
    $0 + $583,547 related

  • Jeoff Will

    Director

    Total calculated
    $1,253,184
    From this org
    $0
    From related orgs
    $1,082,554
    Other
    $170,630
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $709,455 related
    Bonus
    $0 + $322,267 related
    Other
    $0 + $50,832 related
    Deferred
    $0 + $148,183 related
    Nontaxable benefits
    $0 + $22,447 related
    Filer's total
    $0 + $1,253,184 related

  • Kelly White

    Director, new 2023

    Total calculated
    $198,317
    From this org
    $0
    From related orgs
    $169,826
    Other
    $28,491
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,542 related
    Bonus
    $0 + $11,158 related
    Other
    $0 + $126 related
    Deferred
    $0 + $7,096 related
    Nontaxable benefits
    $0 + $21,395 related
    Filer's total
    $0 + $198,317 related

  • Paul Onufer

    Director

    Total calculated
    $817,159
    From this org
    $0
    From related orgs
    $724,003
    Other
    $93,156
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,789 related
    Bonus
    $0 + $189,037 related
    Other
    $0 + $115,177 related
    Deferred
    $0 + $71,897 related
    Nontaxable benefits
    $0 + $21,259 related
    Filer's total
    $0 + $817,159 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

  • 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: Beth Heinz Paul Onufer Jeoff WIll DUE TO A VESTING EVENT, THE FOLLOWING INDIVIDUAL HAD INCOME IN PART VII AND SCHEDULE J RELATED TO A NONQUALIFIED RETIREMENT PLAN: Beth Heinz - $50,759 Paul Onufer - $109,375 Jeoff Will - $49,594
Schedule J, Part I, Line 7 Non-fixed payments
Fairview Health Services, a related organizaion, 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
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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202413169349300611

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.