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Nonprofiteer
← FAIRVIEW HEALTH SERVICES

Form 990 for tax year 2022

Filed by FAIRVIEW HEALTH SERVICES.

Totals

Total revenue
$4,357,862,154
Total expenses
$4,188,688,822
Contributions and grants received
$24,259,390
Grants paid
$96,800
Program service revenue
$4,092,006,821
Investment income
$179,435,686
Other revenue
$62,160,257
Total assets, end of year
$4,846,810,478
Total liabilities, end of year
$2,387,322,415
Net assets or fund balances, end of year
$2,459,488,063
Program services expenses (Part IX)
$3,451,749,152
Management and general expenses
$736,939,670
Fundraising expenses
$0
Program service expenses (Part III)
$3,451,749,152

Program services were 82.4% 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

    $5,890,481

  • 1e · Government grants (contributions)

    $16,348,215

  • 1f · All other contributions, gifts and grants

    $2,020,694

  • 1g · Noncash contributions included above

    $285,952

  • 2a · Program service revenue: Medicare-Medicaid Patient Care

    total $1,301,594,393 · related or exempt $1,301,594,393

  • 2b · Program service revenue: Pharmacy

    total $1,263,586,827 · related or exempt $1,123,483,391 · unrelated business $140,103,436

  • 2c · Program service revenue: Patient Care Services

    total $766,651,289 · related or exempt $766,651,289

  • 2d · Program service revenue: Laboratory

    total $696,857,694 · related or exempt $677,095,611 · unrelated business $19,762,083

  • 2e · Program service revenue: Parking

    total $10,439,859 · related or exempt $10,439,859

  • 2f · All other program service revenue

    total $52,876,759 · related or exempt $51,084,198 · unrelated business $1,749,580 · excluded $42,981

  • 3 · Investment income

    total $93,701,356 · unrelated business -$1,618,550 · excluded $95,319,906

  • 6a · Gross rents

    real property $27,865,370

  • 6b · Less rental expenses

    real property $360,323

  • 6c · Rental income or loss

    real property $27,505,047 · personal property $0

  • 6d · Net rental income or loss

    total $27,505,047 · excluded $27,505,047

  • 7a · Gross sales of assets other than inventory

    securities $24,842,662 · other assets $63,135,740

  • 7b · Less cost or other basis and sales expenses

    other assets $2,244,072

  • 7c · Gain or loss

    securities $24,842,662 · other assets $60,891,668

  • 7d · Net gain or loss

    total $85,734,330 · excluded $85,734,330

  • 10a · Gross sales of inventory

    $638,380,109

  • 10b · Cost of goods sold

    $603,724,899

  • 10c · Net income from sales of inventory

    total $34,655,210 · unrelated business $34,655,210

  • 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.

  • 1 · Grants to domestic organizations and governments

    total $96,800 · program services $96,800

  • 5 · Compensation of officers, directors and key employees

    total $14,427,420 · management and general $14,427,420

  • 6 · Compensation of disqualified persons

    total $113,742 · management and general $113,742

  • 7 · Other salaries and wages

    total $1,679,682,045 · program services $1,310,981,317 · management and general $368,700,728

  • 8 · Pension plan contributions

    total $83,996,804 · program services $66,994,159 · management and general $17,002,645

  • 9 · Other employee benefits

    total $214,281,661 · program services $162,343,066 · management and general $51,938,595

  • 10 · Payroll taxes

    total $108,493,705 · program services $83,397,759 · management and general $25,095,946

  • 11a · Fees: management

    total $63,233,545 · program services $22,168,735 · management and general $41,064,810

  • 11b · Fees: legal

    total $5,144,264 · program services $47,431 · management and general $5,096,833

  • 11c · Fees: accounting

    total $705,765 · management and general $705,765

  • 11d · Fees: lobbying

    total $1,171,786 · program services $1,171,786

  • 11f · Fees: investment management

    total $5,269,467 · management and general $5,269,467

  • 11g · Fees: other

    total $277,766,982 · program services $247,832,563 · management and general $29,934,419 · fundraising $0

  • 12 · Advertising and promotion

    total $245,767 · program services $3,347 · management and general $242,420

  • 13 · Office expenses

    total $84,964,122 · program services $61,967,682 · management and general $22,996,440

  • 16 · Occupancy

    total $64,273,220 · program services $54,151,617 · management and general $10,121,603

  • 17 · Travel

    total $2,422 · program services $381 · management and general $2,041

  • 19 · Conferences, conventions and meetings

    total $3,876,676 · program services $2,844,387 · management and general $1,032,289

  • 20 · Interest

    total $38,663,044 · program services $38,138,045 · management and general $524,999

  • 22 · Depreciation, depletion and amortization

    total $109,536,812 · program services $71,361,344 · management and general $38,175,468

  • 23 · Insurance

    total $4,363,261 · program services $3,928,837 · management and general $434,424

  • 24a · Other expenses: Medical Supplies

    total $1,213,496,229 · program services $1,207,014,313 · management and general $6,481,916

  • 24b · Other expenses: Licenses/Fees

    total $110,703,190 · program services $24,894,686 · management and general $85,808,504

  • 24c · Other expenses: Taxes-Medical

    total $55,335,040 · program services $55,335,040

  • 24d · Other expenses: Utilities, Repairs, Maint

    total $14,766,092 · program services $13,988,747 · management and general $777,345

  • 24e · All other expenses

    total $34,078,961 · program services $23,087,110 · management and general $10,991,851 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,712,312 · end of year $36,967,957

  • 2 · Savings and temporary cash investments

    beginning of year $488,741,075 · end of year $279,003,974

  • 3 · Pledges and grants receivable

    beginning of year $18,630,786 · end of year $18,642,686

  • 4 · Accounts receivable

    beginning of year $2,136,470,778 · end of year $2,538,852,486

  • 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 $116,319,208 · end of year $136,932,233

  • 9 · Prepaid expenses and deferred charges

    beginning of year $48,618,773 · end of year $57,357,543

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

    $2,354,757,309

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

    $1,460,391,819

  • 10c · Land, buildings and equipment, net

    beginning of year $896,231,471 · end of year $894,365,490

  • 11 · Investments: publicly traded securities

    beginning of year $826,492,884 · end of year $133,004,382

  • 12 · Investments: other securities

    beginning of year $638,672,934 · end of year $558,056,008

  • 13 · Investments: program-related

    beginning of year $40,621,110 · end of year $12,936,776

  • 15 · Other assets

    beginning of year $221,501,412 · end of year $180,690,943

  • 17 · Accounts payable and accrued expenses

    beginning of year $571,989,655 · end of year $597,756,398

  • 20 · Tax-exempt bond liabilities

    beginning of year $981,976,782 · end of year $972,612,776

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $494,455,000 · end of year $481,325,000

  • 25 · Other liabilities

    beginning of year $576,232,532 · end of year $335,628,241

  • 27 · Net assets without donor restrictions

    beginning of year $2,774,440,379 · end of year $2,415,557,767

  • 28 · Net assets with donor restrictions

    beginning of year $43,918,395 · end of year $43,930,296

Mission and programs · 2022

Mission

Mission: Fairview is driven to heal, discover and educate for longer, healthier lives. Vision: Fairview is driving a healthier future. Values: Dignity: We value the uniqueness of each person and work to ensure everyone's right to privacy. We respect the cultures, values, beliefs and traditions of others and honor their talents and contributions. Integrity: We say what we mean and do what we say. We communicate openly and honestly and behave ethically. We demand the best of ourselves and accept shared accountability for our actions. Service: We work to make a difference in people's lives and in our communities. We strive for excellence by anticipating, meeting and exceeding expectations. We continually improve our programs and skills through learning and innovation. We responsibly manage our resources.

Activities or mission (Part I)

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

  • 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 $6.7 billion in operating revenue for 2022. 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. 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 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 and seven of Fairview's other hospitals are in the Metro Area. Fairview's other two hospitals are located in northern Minnesota. Fairview operates over 80 primary and specialty care clinics, seven ambulatory care centers, 36 retail and specialty pharmacies, pharmacy benefit management services, rehabilitation centers, physician network, senior care housing and long- term care facilities and medical transportation. 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 integrated 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 not only UMMC and its related service lines, but also Fairview's other hospitals, 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 was united in 2020 under a single brand, M Health Fairview, which is inclusive of the Fairview Hospitals and 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 Hospital. As of December 31, 2022, the Fairview System Hospitals had a total of 3,529 licensed beds and 1,824 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 specialties, including family medicine, pediatrics, obstetrics, gynecology, heart care, cancer care, otolaryngology, transplant care, and orthopedics. As of December 30, 2022, Fairview owned all or a portion of seven ambulatory surgery centers located in the Metro Area. Fairview and Fairview Pharmacy Services own and operate pharmacies at 36 locations, including a network of retail pharmacies, oncology pharmacies, two home infusion pharmacies (Minneapolis and Duluth, Minnesota), and a specialty pharmacy. M Health Fairview Rehabilitation Services ("MHFRS") provides a full continuum of inpatient and outpatient rehabilitation services for pediatric and adult patients as well as an inpatient rehabilitation facility, a hospital based skilled nursing facility and an adult day program. In addition to providing inpatient services in nine hospitals (Grand Itasca and Range are not included), MHFRS has 58 outpatient hospital based and free-standing clinics that serve pediatric and adult patients. Specialty services include rehabilitation in the following areas: Cardiac and Pulmonary rehabilitation, Audiology, Orthopedic, Sports related injuries, Neurological, Vestibular, and Cancer Rehab. Hand therapy services are also provided in seven locations. MHFRS serves about 700,000 patient visits/year. M Health Fairview Emergency Medical Services offers emergency medical services and scheduled transportation across the Metro Area and supports the community by responding to more than 50,000 calls annually. Ebenezer, a non-profit subsidiary of Fairview, provides long-term senior care facilities, senior housing, adult care services. Ebenezer's goal is to provide a supportive environment where older adults can pursue longer, healthier, and more meaningful lives. Through its mission and its role as an anchor institution, Fairview is in a unique position to be a catalyst for progress and change. Fairview continues to invest heavily in the health and wellness of its communities in which it operates. This commitment includes education, training, community programs and research, as well as significant investments in care delivery. The COVID-19 pandemic exposed persistent health inequities for communities of color and has exacerbated racial disparities. Communities of color experienced statistically higher rates of COVID-19, including higher rates of hospitalization and death. To reduce the impact on Black, Indigenous, or people of color ("BIPOC"), vaccinations must be accessible, free and provided within a trusted space with appropriate language and cultural considerations. Fairview has led a multi-cultural mobile vaccination program for the past 15 years, which excels at reaching BIPOC communities facing barriers to immunization. Based on this established and successful model, Fairview was able to quickly adapt and partner with public health agencies for its COVID-19 response, including testing and vaccination clinics. Further, Fairview's longstanding relationship with local public health agencies and community partners has allowed Fairview to provide staffing, coordination, and outreach for a remarkable program called the Minnesota Immunization Network Initiative (MINI). MINI is a collaboration led by Fairview and supported by over 150 community partners, works to reduce barriers to vaccinations for communities experiencing health disparities. MINI provides flu, COVID, Mpox and other immunizations free of charge to community members age six months and older. More than 110,000 influenza and almost 60,000 COVID vaccines have been administered. The MINI clinics are hosted in community-based locations such as local churches, mosques, temples, schools, community centers, public high rises, libraries, food pantries, and homeless shelters. The clinics are hosted by the local partner who provides the space, promotion, and serves as a trusted messenger for community members. Fairview provides the vaccine and clinical team - including interpreters and support staff - and information about other local community resources. Vaccinations are provided at no charge to participants, ages six months and older. The past several years, MINI clinics have expanded their reach to include other services such as blood pressure screening and cardiovascular health education, free dental varnish treatments, oral health education and opioid overdose prevention education. Services are often provided in conjunction with MINI vaccination clinics or on their own. During the COVID-19 pandemic, the MINI program leveraged over 15 years of experience providing mobile clinical services in diverse settings to respond to the urgent public health crisis. MINI launched a large scale, low barrier testing initiative in partnership with Saint Paul Ramsey County Public Health and the Minnesota Department of Health. This collaboration enabled thousands of community members to receive a free COVID-19 test in convenient, trusted community spaces. In total, MINI supported 47 testing events and administered almost 20,000 tests. Once the COVID-19 vaccine became available, MINI immediately pivoted to providing COVID-19 vaccinations. To date, MINI has provided 1,250 community based COVID vaccination clinics and given over 59,000 vaccinations. MINI is also supporting Mpox outreach response efforts and launched a Mpox vaccination effort in October of 2022.

    Expenses $2,125,958,197 · Grants $96,800 · Revenue $2,769,820,903

  • Cost of participating in government programs: Fairview is committed to serving the health care needs of members of its community. To support full access to services, Fairview participates in the following public health care programs: Medicare, Medicaid, and MinnesotaCare. Reimbursement from these programs for services rendered, generally falls below the cost of providing the care. To compensate for the under funding by government programs, Fairview makes a significant financial investment to offset these losses. In 2022, Fairview incurred $55,335,040 of medical taxes and surcharge costs in health care services that exceeded the reimbursement received by public programs, surcharge, medical taxes and fees related to these programs and not including Medicare. The following is a breakdown on costs related to the cost of participating in government programs: Costs exceed Medicaid Reimbursement: Fairview is serving thousands of low- income individuals covered by Medical Assistance and MinnesotaCare. Reimbursement from these programs is less than Fairview's cost of providing care to these patients. Total Medicaid surcharge tax costs related to hospitals, pharmacies, and surgical centers was $25,135,545. MinnesotaCare tax: The state of Minnesota levies a 2 percent tax on certain healthcare provider revenues. Money generated from this tax helps to defray the costs incurred from MinnesotaCare and other programs/services for uninsured individuals. In 2022, Fairview paid $30,198,494 in MinnesotaCare taxes. Taxes and fees: Fairview does pay some property tax to local and state government. This helps to fund civil and educational services in the community. The real estate costs for 2022 totaled $1,641,472 and the sales and income taxes totaled $6,601,335. Costs exceeding Medicare Reimbursement: Fairview cares for thousands of individuals ages 65 and older who are covered by Medicare. Fairview incurred $266,823,654 of Medicare reimbursement shortfalls. Reimbursement from Medicare is less than Fairview's cost of providing care to the patient. The total cost of providing these benefits was $1,145,138,496.

    Expenses $1,202,115,008 · Revenue $1,301,594,393

  • The primary purpose of our educational and research programs is to benefit patients and the community at large by educating health professionals both within Fairview and in the broader community, and by fostering advances in knowledge and evidence-based improvements to clinical treatments and approaches to health care delivery. In partnership with the University of Minnesota Academic Health Center and University of Minnesota Physicians, Fairview has a strong and abiding commitment to research and education. Together, we view research as an integral and critical component in providing exceptional care to patients and the community. We seek to be a national leader in clinical research and a regional center for clinical research activities. Fairview continues its focus and support of research and education. This commitment included providing the resources of time, money, and talent while ensuring the facilities, supporting infrastructures, and processes were available to facilitate and encourage the creation of new knowledge. Fairview had more than 1,300 active clinical research studies underway across the health care system with 40,000 patient participants. Research ranges from deep brain stimulation to ultrasound treatment of rheumatoid arthritis, stem cell transplants for multiple sclerosis to recurrent hypoglycemia and many other topics. Fairview offers numerous sponsorships and training programs, internships, and scholarships to employees and their dependents - as well as to students in our communities. Fairview partners with more than 160 schools, 255 faith communities, and 50 community groups. Fairview has educational partnerships with the University of Minnesota and St. Catherine University and affiliations with many other institutions. Fairview also offers its own specialized training program in perioperative nursing. More than 5,500 college and graduate students prepared for careers in a wide range of medical fields through clinical training, internships, and job shadowing at Fairview hospitals and clinics. Through Fairview's close partnership with the University of Minnesota, students, residents, and fellows took courses and completed rotations of various lengths at Fairview settings, including M Health Fairview University of Minnesota Medical Center, M Health Fairview University of Minnesota Masonic Children's Hospital, and Fairview's primary care clinics. Fairview also provides numerous continuing education opportunities to its employees to enable them to ensure they are knowledgeable about the latest innovations in health care delivery.

    Expenses $123,675,947 · Revenue $20,591,525

As filed on the 2022 return.

Listed in Part VII

  • Ann Lowry MD

    Vice Chair

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Jakub Tolar MD

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • James Hereford

    President & CEO

    Total calculated
    $3,487,618
    From this org
    $3,370,758
    From related orgs
    $0
    Other
    $116,860
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,753,793
    Bonus
    $1,399,311
    Other
    $217,654
    Deferred
    $100,535
    Nontaxable benefits
    $16,325
    Filer's total
    $3,487,618

  • Karen Grabow

    Secretary

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • RIch Ostlund

    Chair

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Ann Williamson

    Director

    Total calculated
    $0
    Hours/week
    2

  • Barclay Berdan

    Director

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Brad Wallin

    Director

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • David Levy

    Director

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Jodi RIchard

    Director

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • John Heinmiller

    Director

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Julie Causey

    Director

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Kenneth Roering

    Director

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Melissa Geller MD

    Director

    Total calculated
    $0
    Hours/week
    2

  • Michael Connly

    Director

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Myron Frans

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • PJ Hill

    Director

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Shawntera Hardy

    Director

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Stephen Swensen MD

    Director

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Timothy Marx

    Director

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Andrea Mokros

    Chf Public Affairs Officer

    Total calculated
    $647,023
    From this org
    $561,164
    From related orgs
    $0
    Other
    $85,859
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $414,176
    Bonus
    $146,324
    Other
    $664
    Deferred
    $74,789
    Nontaxable benefits
    $11,070
    Filer's total
    $647,023

  • John Batson Term 8312022

    CFO

    Total calculated
    $1,087,917
    From this org
    $1,077,616
    From related orgs
    $0
    Other
    $10,301
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $646,045
    Bonus
    $431,486
    Other
    $85
    Deferred
    $9,150
    Nontaxable benefits
    $1,151
    Filer's total
    $1,087,917

  • Joseph Gaylord

    CFO

    Total calculated
    $753,916
    From this org
    $714,491
    From related orgs
    $0
    Other
    $39,425
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $587,842
    Bonus
    $124,500
    Other
    $2,149
    Deferred
    $18,300
    Nontaxable benefits
    $21,125
    Filer's total
    $753,916

  • Laura Reed

    COO

    Total calculated
    $1,736,000
    From this org
    $1,544,185
    From related orgs
    $0
    Other
    $191,815
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $989,718
    Bonus
    $469,914
    Other
    $84,553
    Deferred
    $175,641
    Nontaxable benefits
    $16,174
    Filer's total
    $1,736,000

  • Mark Welton

    CMO

    Total calculated
    $1,360,981
    From this org
    $1,326,543
    From related orgs
    $0
    Other
    $34,438
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $748,058
    Bonus
    $370,594
    Other
    $207,891
    Deferred
    $18,300
    Nontaxable benefits
    $16,138
    Filer's total
    $1,360,981

  • Mary Nease

    Chf People Officer

    Total calculated
    $958,739
    From this org
    $835,496
    From related orgs
    $0
    Other
    $123,243
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $599,106
    Bonus
    $233,484
    Other
    $2,906
    Deferred
    $102,355
    Nontaxable benefits
    $20,888
    Filer's total
    $958,739

  • Robert Beacher

    EVP & Chf Shared Clinical Svcs

    Total calculated
    $1,083,973
    From this org
    $1,044,422
    From related orgs
    $0
    Other
    $39,551
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $699,780
    Bonus
    $257,612
    Other
    $87,030
    Deferred
    $18,300
    Nontaxable benefits
    $21,251
    Filer's total
    $1,083,973

  • Sameer Badlani

    Chf Digital Officer

    Total calculated
    $1,193,331
    From this org
    $1,043,054
    From related orgs
    $0
    Other
    $150,277
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $695,927
    Bonus
    $267,164
    Other
    $79,963
    Deferred
    $129,294
    Nontaxable benefits
    $20,983
    Filer's total
    $1,193,331

  • Scott Weber Term 132022

    Chf Marketing Officer

    Total calculated
    $718,923
    From this org
    $715,234
    From related orgs
    $0
    Other
    $3,689
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $8,462
    Bonus
    $183,210
    Other
    $523,562
    Deferred
    $3,689
    Nontaxable benefits
    $0
    Filer's total
    $718,923

  • Trudi Trysla

    Chf Legal Counsel

    Total calculated
    $1,048,997
    From this org
    $931,521
    From related orgs
    $0
    Other
    $117,476
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $598,239
    Bonus
    $233,318
    Other
    $99,964
    Deferred
    $102,593
    Nontaxable benefits
    $14,883
    Filer's total
    $1,048,997

  • Harsh Aggarwal MD

    Physician

    Total calculated
    $843,286
    From this org
    $811,724
    From related orgs
    $0
    Other
    $31,562
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $801,618
    Bonus
    $6,525
    Other
    $3,581
    Deferred
    $18,300
    Nontaxable benefits
    $13,262
    Filer's total
    $843,286

  • Michael Campoli MD

    Physician

    Total calculated
    $1,820,247
    From this org
    $1,777,439
    From related orgs
    $0
    Other
    $42,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,761,803
    Bonus
    $11,250
    Other
    $4,386
    Deferred
    $18,300
    Nontaxable benefits
    $24,508
    Filer's total
    $1,820,247

  • Michael Tran MD

    Physician

    Total calculated
    $851,762
    From this org
    $821,193
    From related orgs
    $0
    Other
    $30,569
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $815,177
    Bonus
    $3,750
    Other
    $2,266
    Deferred
    $18,300
    Nontaxable benefits
    $12,269
    Filer's total
    $851,762

  • Nick Huynh MD

    Physician

    Total calculated
    $758,207
    From this org
    $728,052
    From related orgs
    $0
    Other
    $30,155
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,694
    Bonus
    $25,371
    Other
    $379,987
    Deferred
    $18,300
    Nontaxable benefits
    $11,855
    Filer's total
    $758,207

  • Rohan Lall

    Physician

    Total calculated
    $1,698,643
    From this org
    $1,675,417
    From related orgs
    $0
    Other
    $23,226
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,329,939
    Bonus
    $342,569
    Other
    $2,909
    Deferred
    $18,300
    Nontaxable benefits
    $4,926
    Filer's total
    $1,698,643

  • Srijoy Mahapatra

    Former Chf Strategy Officer

    Total calculated
    $113,742
    From this org
    $113,742
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $113,742
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $113,742

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 payments made to individuals: Srijoy Mahapatra $102,141 Scott Weber $376,946
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, SCOTT WEBER DUE TO A VESTING EVENT, THE FOLLOWING INDIVIDUALS HAD INCOME IN PART VII AND SCHEDULE J RELATED TO A NONQUALIFIED RETIREMENT PLAN: JAMES HEREFORD $208,150 SCOTT WEBER $146,616 LAURA REED $76,998 MARK WELTON $194,062 ROBERT BEACHER $76,880 TRUDI TRYSLA $97,069 SRIJOY MAHAPATRA $11,441
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 4a
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) my having first signed and not rescinded my Service Agreement and Release Agreement and (ii) the return of Fairview's property.
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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Fairview Pharmacy Services LLC

    Pharmacy Services · MN · income $171,212,137 · assets $179,680,063

    Directly controlled by Fairview Health Services

  • Fairview Maple Grove Surgery Center

    Surgery Center · MN · income -$264,461 · assets $3,583,687

    Directly controlled by Fairview Health Services

  • Integradose Compounding Services LLC

    Drug Compounding · MN · income -$2,366,531 · assets $700,969

    Directly controlled by Fairview Health Services

  • University Anesthesia Providers LLC

    Medical services · MN · income -$13,690,747 · assets $3,341,462

    Directly controlled by Fairview Health Services

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Ridges Surgery Center LLC

    Related · Surg Cntr · MN · 51.51% owned · share of income $1,173,488 · share of assets $2,090,525

    Directly controlled by Fairview

  • HealthEast Surgery Center-Maplewood

    N/A · Surg Cntr · AL

    Directly controlled by NA

  • Maplewood Imaging Center LLC

    N/A · Imaging · MN

    Directly controlled by NA

  • Crosstown Surgery Center LLC

    Related · Surgery Center · MN · 50% owned · share of income $4,478,984 · share of assets $3,171,158

    Directly controlled by Fairview

  • SouthHealth ASC LLC

    Related · Surgery Center · MN · 51% owned · share of income $2,587,175 · share of assets $2,325,484

    Directly controlled by Fairview

Related corporations and trusts

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

  • Fairview Clinics

    C Corporation · Physician · MN · 100% owned · share of income -$51,429,050 · share of assets $110,347,069 · controlled entity

    Directly controlled by Fairview

  • Fairview Physician and Clinic Services

    C Corporation · Physician · MN · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by Fairview

  • Fairview Development Company

    C Corporation · Leasehold · MN · 100% owned · share of income $1,624,233 · share of assets $6,164,131 · controlled entity

    Directly controlled by Fairview

  • Fairview Express Care

    C Corporation · Physician · MN · 100% owned · share of income -$109,772,736 · share of assets $157,775,404 · controlled entity

    Directly controlled by Fairview

  • FHS Assurance Limited

    C Corporation · Self insur · CJ · 100% owned · share of income $8,727,631 · share of assets $70,798,571 · controlled entity

    Directly controlled by Fairview

  • HealthEast Diversified Services Inc

    C Corporation · Lab & Real · MN · 100% owned · share of income -$1,892,808 · share of assets $37,115,216 · controlled entity

    Directly controlled by Fairview

  • Ebenezer Management Services Inc

    C Corporation · Management Services · MN · 100% owned

    Directly controlled by Ebenezer Society

  • Ebenezer Development Inc

    C Corporation · Real Estate Property Management · MN · 100% owned

    Directly controlled by Ebenezer Society

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202343139349300424

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