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Nonprofiteer
← SANFORD

Form 990 for tax year 2023

Filed by SANFORD.

Totals

Total revenue
$5,738,655,914
Total expenses
$5,373,525,192
Contributions and grants received
$100,653,729
Grants paid
$46,276,954
Program services expenses (Part IX)
$5,118,261,022
Management and general expenses
$255,264,170
Fundraising expenses
$0
Program service expenses (Part III)
$5,118,261,022

Program services were 95.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHELLE BRUHN

    EVP, CFO & TREASURER (END 6/23)

    Total calculated
    $3,631,305
    From this org
    $0
    From related orgs
    $3,526,262
    Other
    $105,043
    Hours/week
    49.64 + 10.36 related

    Schedule J breakdown matched by us

    Base
    $0 + $517,911 related
    Bonus
    $0 + $185,400 related
    Other
    $0 + $2,822,951 related
    Deferred
    $0 + $88,278 related
    Nontaxable benefits
    $0 + $16,765 related
    Filer's total
    $0 + $3,631,305 related

  • WILLIAM BRUNNER MD

    PHYSICIAN

    Total calculated
    $3,520,430
    From this org
    $3,475,847
    From related orgs
    $0
    Other
    $44,583
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $3,471,007
    Bonus
    $643
    Other
    $4,197
    Deferred
    $15,669
    Nontaxable benefits
    $28,914
    Filer's total
    $3,520,430

  • BILL GASSEN

    TRUSTEE, PRESIDENT & CEO

    Total calculated
    $3,261,032
    From this org
    $0
    From related orgs
    $2,821,352
    Other
    $439,680
    Hours/week
    49.64 + 10.36 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,105,352 related
    Bonus
    $0 + $388,071 related
    Other
    $0 + $327,929 related
    Deferred
    $0 + $438,925 related
    Nontaxable benefits
    $0 + $755 related
    Filer's total
    $0 + $3,261,032 related

  • TOMASZ STYS MD

    PHYSICIAN

    Total calculated
    $2,994,630
    From this org
    $2,948,374
    From related orgs
    $0
    Other
    $46,256
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $2,796,443
    Bonus
    $0
    Other
    $151,931
    Deferred
    $16,500
    Nontaxable benefits
    $29,756
    Filer's total
    $2,994,630

  • ERIC BELANGER MD

    PHYSICIAN

    Total calculated
    $2,961,603
    From this org
    $2,920,835
    From related orgs
    $0
    Other
    $40,768
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $2,918,143
    Bonus
    $0
    Other
    $2,692
    Deferred
    $16,500
    Nontaxable benefits
    $24,268
    Filer's total
    $2,961,603

  • THOMAS MATZKE MD

    PHYSICIAN

    Total calculated
    $2,897,175
    From this org
    $2,847,035
    From related orgs
    $0
    Other
    $50,140
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $2,846,175
    Bonus
    $0
    Other
    $860
    Deferred
    $16,500
    Nontaxable benefits
    $33,640
    Filer's total
    $2,897,175

  • ADAM STYS MD

    PHYSICIAN

    Total calculated
    $2,854,118
    From this org
    $2,803,290
    From related orgs
    $0
    Other
    $50,828
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $2,541,208
    Bonus
    $0
    Other
    $262,082
    Deferred
    $16,500
    Nontaxable benefits
    $34,328
    Filer's total
    $2,854,118

  • MATT HOCKS

    EVP, CHIEF OPERATING OFFICER

    Total calculated
    $2,350,131
    From this org
    $0
    From related orgs
    $2,082,393
    Other
    $267,738
    Hours/week
    53.85 + 6.15 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,450,706 related
    Bonus
    $0 + $363,092 related
    Other
    $0 + $268,595 related
    Deferred
    $0 + $232,735 related
    Nontaxable benefits
    $0 + $35,003 related
    Filer's total
    $0 + $2,350,131 related

  • JENNIFER GRENNAN

    EVP, CHIEF ADMIN OFFICER

    Total calculated
    $1,646,873
    From this org
    $0
    From related orgs
    $1,455,716
    Other
    $191,157
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $992,244 related
    Bonus
    $0 + $280,000 related
    Other
    $0 + $183,472 related
    Deferred
    $0 + $166,500 related
    Nontaxable benefits
    $0 + $24,657 related
    Filer's total
    $0 + $1,646,873 related

  • MICHAEL LEBEAU MD

    SVP, HEALTH SVC OPERATIONS

    Total calculated
    $1,548,409
    From this org
    $0
    From related orgs
    $1,346,734
    Other
    $201,675
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $1,001,482 related
    Bonus
    $0 + $177,840 related
    Other
    $0 + $167,412 related
    Deferred
    $0 + $168,035 related
    Nontaxable benefits
    $0 + $33,640 related
    Filer's total
    $0 + $1,548,409 related

  • PAUL HANSON

    PRESIDENT & CEO, SIOUX FALLS

    Total calculated
    $1,320,000
    From this org
    $0
    From related orgs
    $1,151,807
    Other
    $168,193
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $840,724 related
    Bonus
    $0 + $151,635 related
    Other
    $0 + $159,448 related
    Deferred
    $0 + $142,862 related
    Nontaxable benefits
    $0 + $25,331 related
    Filer's total
    $0 + $1,320,000 related

  • BILL MARLETTE

    INTERIM, EVP, CFO (BEG 6/23)

    Total calculated
    $1,306,708
    From this org
    $0
    From related orgs
    $1,306,330
    Other
    $378
    Hours/week
    49.64 + 10.36 related

    Schedule J breakdown matched by us

    Base
    $0 + $856,004 related
    Bonus
    $0
    Other
    $0 + $450,326 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $378 related
    Filer's total
    $0 + $1,306,708 related

  • TIFFANY LAWRENCE

    PRESIDENT & CEO, FARGO

    Total calculated
    $1,246,328
    From this org
    $0
    From related orgs
    $1,071,549
    Other
    $174,779
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $806,048 related
    Bonus
    $0 + $137,733 related
    Other
    $0 + $127,768 related
    Deferred
    $0 + $139,200 related
    Nontaxable benefits
    $0 + $35,579 related
    Filer's total
    $0 + $1,246,328 related

  • TODD SCHAFFER

    PRESIDENT & CEO, BISMARCK

    Total calculated
    $1,114,150
    From this org
    $0
    From related orgs
    $991,741
    Other
    $122,409
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $687,954 related
    Bonus
    $0 + $170,510 related
    Other
    $0 + $133,277 related
    Deferred
    $0 + $119,938 related
    Nontaxable benefits
    $0 + $2,471 related
    Filer's total
    $0 + $1,114,150 related

  • SUSAN JARVIS

    FORMER PRESIDENT & CEO, BEMIDJI

    Total calculated
    $1,013,307
    From this org
    $0
    From related orgs
    $872,006
    Other
    $141,301
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $635,599 related
    Bonus
    $0 + $98,282 related
    Other
    $0 + $138,125 related
    Deferred
    $0 + $114,000 related
    Nontaxable benefits
    $0 + $27,301 related
    Filer's total
    $0 + $1,013,307 related

  • KIM PATRICK

    FORMER CLO

    Total calculated
    $998,482
    From this org
    $0
    From related orgs
    $998,482
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $998,482 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $998,482 related

  • MARK LUNDEEN MD

    TRUSTEE, PHYSICIAN

    Total calculated
    $608,433
    From this org
    $591,873
    From related orgs
    $0
    Other
    $16,560
    Hours/week
    57.99 + 2.01 related

    Schedule J breakdown matched by us

    Base
    $310,852
    Bonus
    $0
    Other
    $281,021
    Deferred
    $16,500
    Nontaxable benefits
    $60
    Filer's total
    $608,433

  • KARLA EISCHENS

    PRESIDENT & CEO, BEMIDJI

    Total calculated
    $605,679
    From this org
    $0
    From related orgs
    $509,847
    Other
    $95,832
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $408,795 related
    Bonus
    $0 + $26,771 related
    Other
    $0 + $74,281 related
    Deferred
    $0 + $79,165 related
    Nontaxable benefits
    $0 + $16,667 related
    Filer's total
    $0 + $605,679 related

  • MICAH ABERSON

    FORMER EVP, CIO

    Total calculated
    $453,110
    From this org
    $0
    From related orgs
    $453,110
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $453,110 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $453,110 related

  • ANDY NORTH

    TRUSTEE, SECRETARY, INDEP CONTRACTOR

    Total calculated
    $324,345
    From this org
    $324,345
    From related orgs
    $0
    Other
    $0
    Hours/week
    9.1 + 2.01 related

    Schedule J breakdown matched by us

    Base
    $324,345
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $324,345

  • RANDY BURY

    FORMER CAO

    Total calculated
    $283,920
    From this org
    $0
    From related orgs
    $283,920
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $283,920 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $283,920 related

  • NEIL GULSVIG

    TRUSTEE, CHAIRPERSON

    Total calculated
    $66,718
    From this org
    $66,718
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related

  • BRENT TEIKEN

    TRUSTEE, PAST CHAIR

    Total calculated
    $38,404
    From this org
    $38,404
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related

  • DON JACOBS

    TRUSTEE (END 12/23)

    Total calculated
    $37,332
    From this org
    $37,332
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related

  • LAURIS MOLBERT

    TRUSTEE, VICE CHAIR

    Total calculated
    $37,099
    From this org
    $37,099
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related

  • JAMES CAIN

    TRUSTEE

    Total calculated
    $35,599
    From this org
    $35,599
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related

  • WESLEY ENGBRECHT

    TRUSTEE

    Total calculated
    $34,599
    From this org
    $34,599
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related

  • MARNIE HERMANN

    TRUSTEE, TREASURER (BEG 4/23)

    Total calculated
    $32,099
    From this org
    $32,099
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related

  • ROBIN SMITH

    TRUSTEE, TREASURER (END 4/23)

    Total calculated
    $11,000
    From this org
    $11,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 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
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
ON PART I, QUESTIONS REGARDING COMPENSATION, SANFORD CHECKED SEVERAL OF THE ITEMS AS PROVIDED TO LISTED PERSONS: FIRST CLASS OR CHARTER TRAVEL - CHARTER TRAVEL FOR BUSINESS PURPOSES IS PROVIDED FOR INDIVIDUALS AS NEEDED AND AS COST APPROPRIATE, IN ACCORDANCE WITH WRITTEN POLICIES. THESE COSTS ARE NOT INCLUDED IN THE W-2'S OF THE INDIVIDUALS AS THEY ARE INCURRED FOR BUSINESS PURPOSES OF SANFORD. TRAVEL FOR COMPANIONS - LIMITED TRAVEL FOR COMPANIONS IS OFFERED FOR CERTAIN MEETINGS AND EVENTS. THESE COSTS ARE INCLUDED IN THE 1099'S OF THE INDIVIDUALS. SANFORD USED THE SIFL (STANDARD INDUSTRY FARE LEVEL) RATE METHOD TO IMPUTE THE FRINGE BENEFIT TO THE LISTED PERSON. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - CERTAIN COMPENSATION MAY BE GROSSED UP TO INCLUDE APPROPRIATE TAX AMOUNTS. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - ALL SANFORD EMPLOYEES ARE ELIGIBLE FOR DISCOUNTED WELLNESS MEMBERSHIPS, A PORTION OF THESE DISCOUNTS AND OTHER CLUB DUES ARE INCLUDED AS FRINGE BENEFITS AND TAXED AS SUCH. PART I, LINE 3: SANFORD ENGAGES A NATIONALLY RECOGNIZED INDEPENDENT COMPENSATION CONSULTING FIRM ANNUALLY TO REVIEW THE TOTAL COMPENSATION ARRANGEMENTS OF THE OFFICERS AND EXECUTIVES OF THE ORGANIZATION, INCLUDING THE CEO, AND TO REPORT THE FINDINGS TO THEM FOR DELIBERATION AND ACTION. THE DELIBERATIONS AND ACTIONS ARE RECORDED IN THE MINUTES OF THE SANFORD BOARD OF TRUSTEES. THE MOST RECENT STUDY WAS COMPLETED IN 2023.
PART I, LINES 4A-B
LINE 4A-SEVERANCE OR CHANGE OF CONTROL PAYMENT UPON HIRE OR PROMOTION, SELECT OFFICERS AND KEY EMPLOYEES SIGN AN EXECUTIVE SEVERANCE AGREEMENT (THE "AGREEMENT"). THE AGREEMENT PROVIDES THAT THE EXECUTIVE WILL RECEIVE A MULTIPLE OF HIS OR HER SALARY (BASED ON YEARS OF SERVICE OR POSITION) AS A PAYMENT IN THE EVENT OF A DEFINED SEPARATION EVENT, WHICH CAN INCLUDE AN INVOLUNTARY SEPARATION OR AN EMPLOYEE VOLUNTARILY LEAVING FOR A DEFINED CONTRACTUAL REASON. EXECUTIVES MAY ALSO QUALIFY FOR A PAYMENT FOR SATISFYING A NON-COMPETE. FINAL SEPARATION PAYMENTS MIGHT VARY FROM THE AMOUNT PROVIDED IN THE AGREEMENT AS A RESULT OF NEGOTIATIONS SURROUNDING POST-SEPARATION OBLIGATIONS AND INCENTIVES (THE "SEPARATION" PAYMENT). LINE 4B-SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENTS SANFORD SPONSORS NONQUALIFIED RETIREMENT PLANS FOR SELECT OFFICERS OR KEY EMPLOYEES. CERTAIN OF THE BELOW OFFICERS OR KEY EMPLOYEES WERE PAID AS A RESULT OF A VESTING EVENT. LINE 4A AND 4B-PAYMENTS THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE OR CHANGE OF CONTROL PAYMENTS AND/OR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENTS: MICHELLE BRUHN: SEPARATION..................................$2,157,592 NONQUALIFIED RETIREMENT PLAN..................$576,899 TOTAL.......................................$2,734,491 BILL MARLETTE: NON-COMPETE PAYMENT...........................$436,802 KIM PATRICK: NONQUALIFIED RETIREMENT PLAN..................$998,482 MICAH ABERSON: NON-COMPETE PAYMENT...........................$453,110 RANDY BURY: NON-COMPETE PAYMENT...........................$283,920
PART I, LINE 6
SANFORD PHYSICIANS ARE COMPENSATED BASED ON THE PROFESSIONAL SERVICES THEY PERFORM WITHIN THE CLINIC IN WHICH THEY PROVIDE CARE. GENERALLY, THE MODEL IS BASED ON PRODUCTION.
PART I, LINE 7
CERTAIN EMPLOYEES ARE ELIGIBLE FOR A DISCRETIONARY INCENTIVE BONUS. BONUSES ARE PAID BASED ON THE ACHIEVEMENT OF FINANCIAL AND OTHER GOALS.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
13 November 2024
IRS schema version
2023v5.1
Source object
202443189349301504

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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