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Nonprofiteer
← HEALTHEAST MEDICAL RESEARCH INSTITUTE

Form 990 for tax year 2024

Filed by HEALTHEAST MEDICAL RESEARCH INSTITUTE.

Totals

Total revenue
$171,265,869
Total expenses
$200,090,778
Contributions and grants received
$68,279
Grants paid
$0
Program service revenue
$171,197,590
Investment income
$0
Other revenue
$0
Total assets, end of year
$40,758,524
Total liabilities, end of year
$257,817,830
Net assets or fund balances, end of year
-$217,059,306
Program services expenses (Part IX)
$188,438,032
Management and general expenses
$11,652,746
Fundraising expenses
$0
Program service expenses (Part III)
$188,438,032

Program services were 94.2% 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

    $28,018

  • 1e · Government grants (contributions)

    $29,775

  • 1f · All other contributions, gifts and grants

    $10,486

  • 2a · Program service revenue: Patient Revenue

    total $166,793,007 · related or exempt $166,793,007

  • 2b · Program service revenue: Research Revenue

    total $4,404,560 · unrelated business $4,404,560

  • 2c · Program service revenue: Parking

    total $23 · excluded $23

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8c · Net income from fundraising events

    total $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.

  • 7 · Other salaries and wages

    total $89,497,019 · program services $80,513,810 · management and general $8,983,209

  • 8 · Pension plan contributions

    total $2,965,635 · program services $2,700,512 · management and general $265,123

  • 9 · Other employee benefits

    total $11,993,677 · program services $10,659,372 · management and general $1,334,305

  • 10 · Payroll taxes

    total $5,393,079 · program services $4,710,892 · management and general $682,187

  • 11a · Fees: management

    total $36,385,794 · program services $36,345,907 · management and general $39,887

  • 11b · Fees: legal

    total $3,765 · program services $3,765

  • 11g · Fees: other

    total $15,181,444 · program services $15,118,778 · management and general $62,666 · fundraising $0

  • 13 · Office expenses

    total $1,389,352 · program services $1,367,183 · management and general $22,169

  • 16 · Occupancy

    total $11,303,673 · program services $11,272,612 · management and general $31,061

  • 17 · Travel

    total $183,756 · program services $169,784 · management and general $13,972

  • 19 · Conferences, conventions and meetings

    total $118,827 · program services $112,888 · management and general $5,939

  • 20 · Interest

    total $213,310 · program services $213,310

  • 22 · Depreciation, depletion and amortization

    total $643,780 · program services $486,148 · management and general $157,632

  • 23 · Insurance

    total $399,353 · program services $399,353

  • 24a · Other expenses: Medical Supplies

    total $21,221,377 · program services $21,215,342 · management and general $6,035

  • 24b · Other expenses: MNCare Tax & Medicaid Surtax

    total $1,987,992 · program services $1,987,992

  • 24c · Other expenses: Taxes - Other

    total $355,545 · program services $355,545

  • 24d · Other expenses: Utilities & Repairs

    total $318,870 · program services $311,931 · management and general $6,939

  • 24e · All other expenses

    total $534,530 · program services $492,908 · management and general $41,622 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,205

  • 4 · Accounts receivable

    beginning of year $14,558,168 · end of year $15,608,509

  • 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

  • 8 · Inventories for sale or use

    beginning of year $404,176 · end of year $421,993

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0

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

    $10,232,826

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

    $5,568,202

  • 10c · Land, buildings and equipment, net

    beginning of year $4,774,360 · end of year $4,664,624

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $20,908,558 · end of year $20,063,398

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,479,002 · end of year $6,298,880

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $223,792,102 · end of year $251,518,950

  • 27 · Net assets without donor restrictions

    beginning of year -$188,622,618 · end of year -$217,224,902

  • 28 · Net assets with donor restrictions

    beginning of year -$19 · end of year $165,596

Mission and programs · 2024

Mission

Fairview is driven to heal, discover and educate for longer, healthier lives.

  • HealthEast Medical Research Institute operates medical clinics for the treatment of the sick and infirmed to enhance the accessibility, quality and cost efficiency of medical and health care services rendered to the community while also conducting medical research. The outpatient revenue of the medical clinics includes payments from the Medicare and Medicaid programs. The institute uses medical information collected from the treatment of patients to establish and expand a database to conduct various medical research activities relating to health care in conjunction with related hospitals for the benefit of the public. Accordingly, the treatment of patients is an essential and integral part of the research activity of the institute. HealthEast Medical Research Institute includes HealthEast Clinics' staff members that are dedicated to providing high-quality, compassionate health care. Our clinic locations are in neighborhoods throughout the Twin Cities East Metro area. Our providers include board-certified doctors, certified nurse midwives and nurse practitioners. HealthEast Medical Institute Clinics offer a full range of services for patients of all ages. HealthEast Medical Research Institute is committed to the communities it serves and demonstrates the commitment by serving as a charitable health resource. In support of its mission of community service, HealthEast Medical Research Institute provides emergency and medically necessary nonemergency services to the community regardless of ability to pay. Charity care represents the clinical services provided where the clinic did not receive full or partial payment because the patients did not have the ability to pay. HealthEast Medical Research Institute is a not-for-profit organization contributing time and resources to serve the community's health care needs. The organization provides charity care & community benefits to the communities it serves. In addition to the charity care and community benefits, HealthEast Medical Research Institute wrote-off other medical services to bad debt in the amount of $3,992,595. HealthEast Medical Research Institute is part of Fairview Health Services. Fairview Health Services is an integrated academic health system located in Minneapolis, Minnesota, and, along with its affiliates and subsidiaries, is one of the leading health care providers in Minnesota with $8 billion in operating revenue for 2024. Fairview offers a broad continuum of health care services through its hospitals, clinics, and other health care related operations and is a Minnesota nonprofit corporation that is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code. The most recent community health needs assessment (CHNA) identified 3 key areas as the greatest needs in our community - navigating and accessing care and resources; healing, connectedness, and mental health; structural racism and barriers to equity. Fairview Health Services is meeting the needs of the community by focusing on racial and ethnic populations experiencing health disparities and people experiencing poverty through partnering with the community to build solutions, removing barriers to create and expand relevant programs and focused services. Please see Schedule H for a description of additional services, community benefit activities, and the full spectrum of charity care that Fairview Health Services provides to the community. Fairview serves the entire twelve-county Minneapolis/St. Paul Metro Area, as well as communities throughout greater Minnesota and portions of Northern Iowa and Western Wisconsin, and the Dakotas. It is one of the most comprehensive and geographically accessible systems in Minnesota. The Fairview System consists of ten hospitals, including M Health Fairview University of Minnesota Medical Center and M Health Fairview Masonic Children's Hospital (collectively, "UMMC"), which is the adult and pediatric teaching hospital of the University of Minnesota. UMMC along with seven of Fairview's other hospitals in the Metro Area. Fairview also has two hospitals located in northern Minnesota. Fairview operates over 80 primary and specialty care clinics, 37 retail and specialty pharmacies, pharmacy benefit management services, rehabilitation centers, a physician network, senior care housing and long- term care facilities, medical transportation and has ownership interest in six ambulatory care centers. Fairview, through its integrated care model, aims to deliver the benefits of academic medicine to more patients and families by expanding care, research, and education by offering access to a greater pool of physicians and patients, while seeking to reduce the total cost of care for patients. Fairview Health Services is an integrated academic health system located in Minneapolis, Minnesota, and, along with its affiliates and subsidiaries, is one of the leading health care providers in Minnesota with $8 billion in operating revenue for 2024. Fairview offers a broad continuum of health care services through its hospitals, clinics, and other health care related operations and is a Minnesota nonprofit corporation that is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code. The most recent community health needs assessment (CHNA) identified 3 key areas as the greatest needs in our community - navigating and accessing care and resources; healing, connectedness, and mental health; structural racism and barriers to equity. Fairview Health Services is meeting the needs of the community by focusing on racial and ethnic populations experiencing health disparities and people experiencing poverty through partnering with the community to build solutions, removing barriers to create and expand relevant programs and focused services. Please see Schedule H for a description of additional services, community benefit activities, and the full spectrum of charity care that Fairview Health Services provides to the community. Fairview serves the entire twelve-county Minneapolis/St. Paul Metro Area, as well as communities throughout greater Minnesota and portions of Northern Iowa and Western Wisconsin, and the Dakotas. It is one of the most comprehensive and geographically accessible systems in Minnesota. The Fairview System consists of ten hospitals, including M Health Fairview University of Minnesota Medical Center and M Health Fairview Masonic Children's Hospital (collectively, "UMMC"), which is the adult and pediatric teaching hospital of the University of Minnesota. UMMC along with seven of Fairview's other hospitals in the Metro Area. Fairview also has two hospitals located in northern Minnesota. Fairview operates over 80 primary and specialty care clinics, 37 retail and specialty pharmacies, pharmacy benefit management services, rehabilitation centers, a physician network, senior care housing and long- term care facilities, medical transportation and has ownership interest in six ambulatory care centers. Fairview, through its integrated care model, aims to deliver the benefits of academic medicine to more patients and families by expanding care, research, and education by offering access to a greater pool of physicians and patients, while seeking to reduce the total cost of care for patients. Fairview, the University of Minnesota and the University of Minnesota Physicians approved an agreement which became effective in late 2018 (the "M Health Fairview Agreement"). While the parties maintain their separate governance, the M Health Fairview Agreement further aligned operations across the clinical delivery system and enhances research and education by creating a joint clinical enterprise among the parties. The M Health Fairview Agreement brings together UMMC, Fairview's community hospitals and primary care clinics, and other services. All are part of a shared care delivery system that is led by a single structure that includes academic physician leadership. The goal of the joint clinical enterprise is to create a nationally-renowned academic health system. This care system operates under a single brand, M Health Fairview, which is inclusive of Fairview's ten hospitals and its clinics. Fairview owns and operates the following hospitals: UMMC, M Health Fairview Southdale Hospital, M Health Fairview Ridges Hospital, M Health Fairview Lakes Medical Center, M Health Fairview Northland Medical Center, Fairview University Medical Center - Mesabi ("Range"), Grand Itasca Clinic and Hospital, M Health Fairview St. John's Hospital, M Health Fairview Woodwinds Hospital and M Health Fairview Bethesda Long Term Acute Hospital. As of December 31, 2024, the Fairview System Hospitals had a total of 3,529 licensed beds, 1,814 available beds and 1,597 staffed beds. Fairview operates their more than 80 primary and specialty care clinics throughout the Metro Area, greater Minnesota and western Wisconsin. These clinics offer services in over 70 medical s

    Expenses $188,438,032 · Revenue $166,793,007

As filed on the 2024 return.

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

  • Elizabeth Bennett MD

    Physician

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

    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

  • Geoffrey Fasen MD

    Physician

    Total calculated
    $785,950
    From this org
    $0
    From related orgs
    $744,734
    Other
    $41,216
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $735,267 related
    Bonus
    $0 + $7,182 related
    Other
    $0 + $2,285 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $27,416 related
    Filer's total
    $0 + $785,950 related

  • Puneet Cheema MD

    Physician

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

    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

  • Sunn Sunn Thaw MD

    Physician

    Total calculated
    $1,110,800
    From this org
    $0
    From related orgs
    $1,069,723
    Other
    $41,077
    Hours/week
    40

    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

  • Xin Wang MD

    Physician

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

    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

  • Nadeem Iqbal

    Former Medical Director-Community Neurology

    Total calculated
    $892,804
    From this org
    $0
    From related orgs
    $857,462
    Other
    $35,342
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $833,364 related
    Bonus
    $0 + $14,939 related
    Other
    $0 + $9,159 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $21,542 related
    Filer's total
    $0 + $892,804 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

  • 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 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.
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 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

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.

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.

  • Ridges Surgery Center LLC

    N/A · Surgery Center · MN

    Directly controlled by Fairview Health Services

  • SouthHealth ASC LLC

    N/A · Surgery Center · MN

    Directly controlled by Fairview Health Services

  • North Memorial Health Care Home Infusion

    N/A · Home Infusion · MN

    Directly controlled by Fairview Pharmacy Services LLC

Related corporations and trusts

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

  • Fairview Clinics

    C Corporation · Physician · MN

    Directly controlled by Fairview Health Services

  • Fairview Physician and Clinic Services

    C Corporation · Physician · MN

    Directly controlled by Fairview Health Services

  • Fairview Development Company

    C Corporation · Leasehold · MN

    Directly controlled by Fairview Health Services

  • Fairview Express Care

    C Corporation · Physician · MN

    Directly controlled by Fairview Health Services

  • FHS Assurance Limited

    C Corporation · Self insur · MN

    Directly controlled by Fairview Health Services

  • HealthEast Diversified Services Inc

    C Corporation · Lab & Real · MN

    Directly controlled by Fairview Bethesda Hospital

  • Fairview Pharmacy Solutions LLC

    C Corporation · Fairview Pharmacy Services LLC · DE

    Directly controlled by Pharmacy Consulting Services

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.1
Source object
202523149349303467

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