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Nonprofiteer
← HEALTHEAST ST JOHNS HOSPITAL

Form 990 for tax year 2023

Filed by HEALTHEAST ST JOHNS HOSPITAL.

Totals

Total revenue
$443,987,166
Total expenses
$444,306,642
Contributions and grants received
$97,504
Grants paid
$0
Program services expenses (Part IX)
$369,226,014
Management and general expenses
$75,080,628
Fundraising expenses
$0
Program service expenses (Part III)
$369,226,014

Program services were 83.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Jakub Tolar MD

    Vice Chair

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • James Hereford

    President & CEO

    Total calculated
    $5,246,751
    From this org
    $0
    From related orgs
    $5,208,444
    Other
    $38,307
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,888,932 related
    Bonus
    $0 + $1,260,653 related
    Other
    $0 + $2,058,859 related
    Deferred
    $0 + $21,097 related
    Nontaxable benefits
    $0 + $17,210 related
    Filer's total
    $0 + $5,246,751 related

  • Karen Grabow

    Vice Chair

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

  • RIch Ostlund

    Chair

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

    Director

    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

  • Brad Wallin

    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 + 2 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

  • Stephen Swensen MD

    Director

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

  • Andrea Mokros

    Chf Public Affairs Officer

    Total calculated
    $847,342
    From this org
    $0
    From related orgs
    $749,408
    Other
    $97,934
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $506,680 related
    Bonus
    $0 + $241,891 related
    Other
    $0 + $837 related
    Deferred
    $0 + $88,477 related
    Nontaxable benefits
    $0 + $9,457 related
    Filer's total
    $0 + $847,342 related

  • Euthemy Lebrew

    EVP & Chf Transformation Officer

    Total calculated
    $929,487
    From this org
    $0
    From related orgs
    $813,268
    Other
    $116,219
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $543,788 related
    Bonus
    $0 + $265,338 related
    Other
    $0 + $4,142 related
    Deferred
    $0 + $94,841 related
    Nontaxable benefits
    $0 + $21,378 related
    Filer's total
    $0 + $929,487 related

  • Jeoff Will

    EVP, COO

    Total calculated
    $1,253,184
    From this org
    $0
    From related orgs
    $1,082,554
    Other
    $170,630
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

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

  • Joseph Gaylord

    CFO

    Total calculated
    $1,843,940
    From this org
    $0
    From related orgs
    $1,643,003
    Other
    $200,937
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $997,400 related
    Bonus
    $0 + $640,623 related
    Other
    $0 + $4,980 related
    Deferred
    $0 + $178,444 related
    Nontaxable benefits
    $0 + $22,493 related
    Filer's total
    $0 + $1,843,940 related

  • Laura Reed

    COO

    Total calculated
    $2,033,363
    From this org
    $0
    From related orgs
    $1,929,528
    Other
    $103,835
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,136,201 related
    Bonus
    $0 + $658,230 related
    Other
    $0 + $135,097 related
    Deferred
    $0 + $86,725 related
    Nontaxable benefits
    $0 + $17,110 related
    Filer's total
    $0 + $2,033,363 related

  • Mark Welton

    CMO

    Total calculated
    $1,681,615
    From this org
    $0
    From related orgs
    $1,577,623
    Other
    $103,992
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $777,411 related
    Bonus
    $0 + $499,863 related
    Other
    $0 + $300,349 related
    Deferred
    $0 + $86,958 related
    Nontaxable benefits
    $0 + $17,034 related
    Filer's total
    $0 + $1,681,615 related

  • Mary Nease

    Chf People Officer

    Total calculated
    $1,035,357
    From this org
    $0
    From related orgs
    $969,761
    Other
    $65,596
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $617,160 related
    Bonus
    $0 + $349,603 related
    Other
    $0 + $2,998 related
    Deferred
    $0 + $43,474 related
    Nontaxable benefits
    $0 + $22,122 related
    Filer's total
    $0 + $1,035,357 related

  • Robert Beacher

    EVP & Chf Shared Clinical Svcs

    Total calculated
    $1,510,285
    From this org
    $0
    From related orgs
    $1,304,189
    Other
    $206,096
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $784,252 related
    Bonus
    $0 + $411,436 related
    Other
    $0 + $108,501 related
    Deferred
    $0 + $183,623 related
    Nontaxable benefits
    $0 + $22,473 related
    Filer's total
    $0 + $1,510,285 related

  • Sameer Badlani

    Chf Digital Officer

    Total calculated
    $1,371,769
    From this org
    $0
    From related orgs
    $1,183,898
    Other
    $187,871
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $724,541 related
    Bonus
    $0 + $407,178 related
    Other
    $0 + $52,179 related
    Deferred
    $0 + $165,645 related
    Nontaxable benefits
    $0 + $22,226 related
    Filer's total
    $0 + $1,371,769 related

  • Trudi Trysla

    Chf Legal Counsel

    Total calculated
    $1,409,522
    From this org
    $0
    From related orgs
    $1,133,415
    Other
    $276,107
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $684,965 related
    Bonus
    $0 + $351,134 related
    Other
    $0 + $97,316 related
    Deferred
    $0 + $260,378 related
    Nontaxable benefits
    $0 + $15,729 related
    Filer's total
    $0 + $1,409,522 related

  • Alexander Ivaskovic MD

    Physician

    Total calculated
    $567,809
    From this org
    $0
    From related orgs
    $530,686
    Other
    $37,123
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $514,657 related
    Bonus
    $0 + $10,050 related
    Other
    $0 + $5,979 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $23,923 related
    Filer's total
    $0 + $567,809 related

  • Avraham Sofer MD

    Physician

    Total calculated
    $566,993
    From this org
    $0
    From related orgs
    $528,932
    Other
    $38,061
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $513,749 related
    Bonus
    $0 + $12,938 related
    Other
    $0 + $2,245 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $24,861 related
    Filer's total
    $0 + $566,993 related

  • Liu-Ying Luo MD

    Physician

    Total calculated
    $628,630
    From this org
    $0
    From related orgs
    $611,415
    Other
    $17,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $338,291 related
    Bonus
    $0 + $40,918 related
    Other
    $0 + $232,206 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $4,015 related
    Filer's total
    $0 + $628,630 related

  • Nadiya Beliveau MD

    Physician

    Total calculated
    $527,876
    From this org
    $0
    From related orgs
    $502,755
    Other
    $25,121
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $344,800 related
    Bonus
    $0 + $26,638 related
    Other
    $0 + $131,317 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $11,921 related
    Filer's total
    $0 + $527,876 related

  • Rahul Chauhan MD

    Physician

    Total calculated
    $633,719
    From this org
    $0
    From related orgs
    $596,210
    Other
    $37,509
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $333,687 related
    Bonus
    $0 + $34,201 related
    Other
    $0 + $228,322 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $24,309 related
    Filer's total
    $0 + $633,719 related

  • Roma Teekamdas MD

    Physician

    Total calculated
    $0
    Hours/week
    40

  • Diane Ogren MD

    Physician

    Total calculated
    $619,523
    From this org
    $0
    From related orgs
    $580,626
    Other
    $38,897
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $566,374 related
    Bonus
    $0 + $9,500 related
    Other
    $0 + $4,752 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $25,697 related
    Filer's total
    $0 + $619,523 related

  • Elizabeth Bennett MD

    Physician

    Total calculated
    $1,456,063
    From this org
    $0
    From related orgs
    $1,437,846
    Other
    $18,217
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,048,618 related
    Bonus
    $0 + $388,688 related
    Other
    $0 + $540 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $5,017 related
    Filer's total
    $0 + $1,456,063 related

  • James McGreevy MD

    Physician

    Total calculated
    $777,374
    From this org
    $0
    From related orgs
    $738,539
    Other
    $38,835
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $723,245 related
    Bonus
    $0 + $7,125 related
    Other
    $0 + $8,169 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $25,635 related
    Filer's total
    $0 + $777,374 related

  • Jeffrey Borut MD

    Physician

    Total calculated
    $755,073
    From this org
    $0
    From related orgs
    $716,176
    Other
    $38,897
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $708,312 related
    Bonus
    $0 + $3,563 related
    Other
    $0 + $4,301 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $25,697 related
    Filer's total
    $0 + $755,073 related

  • Kyle Wahlstrom MD

    Physician

    Total calculated
    $742,004
    From this org
    $0
    From related orgs
    $703,107
    Other
    $38,897
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $692,180 related
    Bonus
    $0 + $3,563 related
    Other
    $0 + $7,364 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $25,697 related
    Filer's total
    $0 + $742,004 related

  • Puneet Cheema MD

    Physician

    Total calculated
    $760,087
    From this org
    $0
    From related orgs
    $718,992
    Other
    $41,095
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $420,554 related
    Bonus
    $0 + $296,289 related
    Other
    $0 + $2,149 related
    Deferred
    $0 + $8,939 related
    Nontaxable benefits
    $0 + $32,156 related
    Filer's total
    $0 + $760,087 related

  • Xin Wang MD

    Physician

    Total calculated
    $837,398
    From this org
    $0
    From related orgs
    $798,501
    Other
    $38,897
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $506,082 related
    Bonus
    $0 + $286,355 related
    Other
    $0 + $6,064 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $25,697 related
    Filer's total
    $0 + $837,398 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: 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 $2,049,355 LAURA REED $126,353 MARK WELTON $286,840 ROBERT BEACHER $97,040 TRUDI TRYSLA $93,957 Sameer Badlani $50,935 Jeoff WIll $49,594
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 4a
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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202433169349304518

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