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Nonprofiteer
← HEALTHEAST ST JOHNS HOSPITAL

Form 990 for tax year 2024

Filed by HEALTHEAST ST JOHNS HOSPITAL.

Totals

Total revenue
$521,847,472
Total expenses
$524,462,544
Contributions and grants received
$1,905,783
Grants paid
$0
Program services expenses (Part IX)
$441,339,587
Management and general expenses
$83,122,957
Fundraising expenses
$0
Program service expenses (Part III)
$441,339,587

Program services were 84.2% 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

  • Avraham Sofer MD

    Physician

    Total calculated
    $544,367
    From this org
    $0
    From related orgs
    $503,712
    Other
    $40,655
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $490,219 related
    Bonus
    $0 + $11,982 related
    Other
    $0 + $1,511 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $26,855 related
    Filer's total
    $0 + $544,367 related

  • Liu-Ying Luo MD

    Physician

    Total calculated
    $634,031
    From this org
    $0
    From related orgs
    $616,008
    Other
    $18,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $390,466 related
    Bonus
    $0 + $4,482 related
    Other
    $0 + $221,060 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $4,223 related
    Filer's total
    $0 + $634,031 related

  • Rahul Chauhan MD

    Physician

    Total calculated
    $565,625
    From this org
    $0
    From related orgs
    $525,535
    Other
    $40,090
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $366,863 related
    Bonus
    $0 + $4,482 related
    Other
    $0 + $154,190 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $26,290 related
    Filer's total
    $0 + $565,625 related

  • Roma Teekamdas MD

    Physician

    Total calculated
    $592,419
    From this org
    $0
    From related orgs
    $574,822
    Other
    $17,597
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $392,301 related
    Bonus
    $0 + $4,482 related
    Other
    $0 + $178,039 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $3,797 related
    Filer's total
    $0 + $592,419 related

  • Sakina Naqvi MD

    Physician

    Total calculated
    $547,119
    From this org
    $0
    From related orgs
    $519,912
    Other
    $27,207
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $502,108 related
    Bonus
    $0 + $14,939 related
    Other
    $0 + $2,865 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $13,407 related
    Filer's total
    $0 + $547,119 related

  • Diane Ogren MD

    Physician

    Total calculated
    $553,850
    From this org
    $0
    From related orgs
    $516,222
    Other
    $37,628
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $497,271 related
    Bonus
    $0 + $14,939 related
    Other
    $0 + $4,012 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $23,828 related
    Filer's total
    $0 + $553,850 related

  • Elizabeth Bennett MD

    Physician

    Total calculated
    $1,320,376
    From this org
    $0
    From related orgs
    $1,301,559
    Other
    $18,817
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,047,118 related
    Bonus
    $0 + $246,685 related
    Other
    $0 + $7,756 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $5,017 related
    Filer's total
    $0 + $1,320,376 related

  • James McGreevy MD

    Physician

    Total calculated
    $712,824
    From this org
    $0
    From related orgs
    $671,608
    Other
    $41,216
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $657,327 related
    Bonus
    $0 + $11,951 related
    Other
    $0 + $2,330 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $27,416 related
    Filer's total
    $0 + $712,824 related

  • Jeffrey Borut MD

    Physician

    Total calculated
    $730,412
    From this org
    $0
    From related orgs
    $689,130
    Other
    $41,282
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $669,370 related
    Bonus
    $0 + $11,982 related
    Other
    $0 + $7,778 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $27,482 related
    Filer's total
    $0 + $730,412 related

  • Kyle Wahlstrom MD

    Physician

    Total calculated
    $703,851
    From this org
    $0
    From related orgs
    $662,568
    Other
    $41,283
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $644,422 related
    Bonus
    $0 + $10,782 related
    Other
    $0 + $7,364 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $27,483 related
    Filer's total
    $0 + $703,851 related

  • Puneet Cheema MD

    Physician

    Total calculated
    $862,097
    From this org
    $0
    From related orgs
    $818,219
    Other
    $43,878
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,692 related
    Bonus
    $0 + $370,881 related
    Other
    $0 + $27,646 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $30,078 related
    Filer's total
    $0 + $862,097 related

  • Xin Wang MD

    Physician

    Total calculated
    $830,414
    From this org
    $0
    From related orgs
    $789,132
    Other
    $41,282
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $523,764 related
    Bonus
    $0 + $258,335 related
    Other
    $0 + $7,033 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $27,482 related
    Filer's total
    $0 + $830,414 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 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 Other Additional Information
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
2024
Filed
10 November 2025
IRS schema version
2024v5.1
Source object
202503149349302485

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