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Nonprofiteer
← FAIRVIEW FOUNDATION

Form 990 for tax year 2024

Filed by FAIRVIEW FOUNDATION.

Totals

Total revenue
$1,113,450
Total expenses
$3,611,407
Contributions and grants received
$363,492
Grants paid
$3,551,197
Program services expenses (Part IX)
$3,551,197
Management and general expenses
$26,784
Fundraising expenses
$33,426
Program service expenses (Part III)
$3,551,197

Program services were 98.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Andrea Mokros

    Secretary

    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

  • John Swanholm

    Pres & Treasurer

    Total calculated
    $528,436
    From this org
    $0
    From related orgs
    $489,044
    Other
    $39,392
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $386,591 related
    Bonus
    $0 + $58,830 related
    Other
    $0 + $43,623 related
    Deferred
    $0 + $16,467 related
    Nontaxable benefits
    $0 + $22,925 related
    Filer's total
    $0 + $528,436 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
    $227,357
    From this org
    $0
    From related orgs
    $194,462
    Other
    $32,895
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,734 related
    Bonus
    $0 + $16,983 related
    Other
    $0 + $745 related
    Deferred
    $0 + $8,371 related
    Nontaxable benefits
    $0 + $24,524 related
    Filer's total
    $0 + $227,357 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: JOHN SWANHOLM, ANDREA MOKROS DUE TO A VESTING EVENT, THE FOLLOWING INDIVIDUALS HAD INCOME IN PART VII AND SCHEDULE J RELATED TO A NONQUALIFIED RETIREMENT PLAN: JOHN SWANHOLM, $41,477
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.
Schedule J, Part I, Line 4b Additional Information
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 III Other Additional Information
The nonqualified 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. The contribution is unfunded. 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

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
7 November 2025
IRS schema version
2024v5.1
Source object
202503119349302790

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