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← FAIRVIEW PHYSICIAN ASSOCIATES NETWORK

Form 990 for tax year 2023

Filed by FAIRVIEW PHYSICIAN ASSOCIATES NETWORK.

Totals

Total revenue
$30,848,366
Total expenses
$26,604,456
Contributions and grants received
$0
Grants paid
$170,264
Program service revenue
$29,864,141
Investment income
$984,225
Other revenue
$0
Total assets, end of year
$66,199,922
Total liabilities, end of year
$26,432,869
Net assets or fund balances, end of year
$39,767,053
Program services expenses (Part IX)
$23,945,247
Management and general expenses
$2,659,209
Fundraising expenses
$0
Program service expenses (Part III)
$23,945,247

Program services were 90.0% 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.

  • 2a · Program service revenue: Program Service Revenue

    total $29,864,141 · related or exempt $29,864,141

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $639,740 · excluded $639,740

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $344,485

  • 7c · Gain or loss

    securities $344,485 · other assets $0

  • 7d · Net gain or loss

    total $344,485 · excluded $344,485

  • 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 $170,264 · program services $170,264

  • 5 · Compensation of officers, directors and key employees

    total $297,565 · program services $267,631 · management and general $29,934

  • 7 · Other salaries and wages

    total $1,454,153 · program services $1,307,869 · management and general $146,284

  • 8 · Pension plan contributions

    total $317 · program services $285 · management and general $32

  • 9 · Other employee benefits

    total $200,606 · program services $180,426 · management and general $20,180

  • 10 · Payroll taxes

    total $109,396 · program services $98,391 · management and general $11,005

  • 11a · Fees: management

    total $5,375,309 · program services $4,834,567 · management and general $540,742

  • 11g · Fees: other

    total $17,876,872 · program services $16,078,507 · management and general $1,798,365 · fundraising $0

  • 13 · Office expenses

    total $12,772 · program services $11,487 · management and general $1,285

  • 16 · Occupancy

    total $860,153 · program services $773,624 · management and general $86,529

  • 17 · Travel

    total $3,727 · program services $3,352 · management and general $375

  • 19 · Conferences, conventions and meetings

    total $245 · program services $220 · management and general $25

  • 23 · Insurance

    total $1,428 · program services $1,284 · management and general $144

  • 24a · Other expenses: Supplies

    total $40,452 · program services $36,383 · management and general $4,069

  • 24b · Other expenses: Investment Bank Service Charges

    total $34,543 · program services $31,068 · management and general $3,475

  • 24c · Other expenses: Memberships/License

    total $1,160 · program services $1,043 · management and general $117

  • 24d · Other expenses: Taxes

    total $165,494 · program services $148,846 · management and general $16,648

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,138,405 · end of year $9,005,044

  • 2 · Savings and temporary cash investments

    beginning of year $1,979,824 · end of year $7,630,956

  • 4 · Accounts receivable

    beginning of year $21,166,490 · end of year $28,830,454

  • 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

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $11,445,111 · end of year $12,518,444

  • 12 · Investments: other securities

    beginning of year $6,761,573 · end of year $7,807,332

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $463,555 · end of year $407,692

  • 17 · Accounts payable and accrued expenses

    beginning of year $187,397 · end of year $552,332

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $14,668,993 · end of year $25,880,537

  • 27 · Net assets without donor restrictions

    beginning of year $34,098,568 · end of year $39,767,053

Mission and programs · 2023

Mission

Fairview Physician Associates (FPA) is an integrated practice network of more than 4,000 providers. As a physician-and clinic administrator - led nonprofit, we work to provide personalized care that improves health outcomes of individuals in our defined community, while providing quality care, exceptional patient satisfaction and reducing total cost of care.

Activities or mission (Part I)

The primary exempt purpose of Fairview Physician Associates Network is to advance the health of the community by continuously improving the quality of health care services delivered to individuals.

  • Fairview Physician Associates Network (FPA) currently is accountable for providing a broad array of healthcare services for over 525,000 individuals through our contracts with purchasers and payers. The network assumes risk for over 438,000 member lives in shared savings incentives, including 120,000 member lives in defined network products. Although many of FPA's health improvement and population management initiatives have been developed to increase quality, improve the patient experience, and decrease cost to the individuals served through our shared savings care system contracts, many of the benefits accrue to the entire population served through FPA affiliated clinics and Fairview hospitals (clinical integration).

    Expenses $23,945,247 · Grants $170,264 · Revenue $29,864,141

As filed on the 2023 return.

Listed in Part VII

  • Brad Wallin

    Chair

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

  • James Hereford

    Director

    Total calculated
    $5,246,751
    From this org
    $0
    From related orgs
    $5,208,444
    Other
    $38,307
    Hours/week
    1 + 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

  • John Kvasnicka MD

    FPAN President & Phy Chf Spec Svcs

    Total calculated
    $750,111
    From this org
    $0
    From related orgs
    $688,553
    Other
    $61,558
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $0 + $495,236 related
    Bonus
    $0 + $127,261 related
    Other
    $0 + $66,056 related
    Deferred
    $0 + $39,259 related
    Nontaxable benefits
    $0 + $22,299 related
    Filer's total
    $0 + $750,111 related

  • Joseph Gaylord

    Treasurer

    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

  • Michael Connly

    Vice Chair

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

  • RIch Ostlund

    Director

    Total calculated
    $35,000
    From this org
    $0
    From related orgs
    $35,000
    Other
    $0
    Hours/week
    2 + 40 related

  • Scott Garavet

    VP & Secretary

    Total calculated
    $297,566
    From this org
    $270,104
    From related orgs
    $0
    Other
    $27,462
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,393
    Bonus
    $29,067
    Other
    $1,644
    Deferred
    $11,285
    Nontaxable benefits
    $16,177
    Filer's total
    $297,566

  • Barclay Berdan

    Director

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

  • Jodi RIchard

    Director

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

  • John Heinmiller

    Director

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

  • Julie Causey

    Director

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

  • Myron Frans

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Nissim Khabie

    Ex-Officio

    Total calculated
    $0
    Hours/week
    2

  • Ashley Nguyen

    Principal Analytics Consultant

    Total calculated
    $167,235
    From this org
    $140,316
    From related orgs
    $0
    Other
    $26,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,714
    Bonus
    $0
    Other
    $602
    Deferred
    $5,772
    Nontaxable benefits
    $21,147
    Filer's total
    $167,235

  • Britta Hovey

    Dir Network Ops & Develop

    Total calculated
    $206,972
    From this org
    $184,525
    From related orgs
    $0
    Other
    $22,447
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,725
    Bonus
    $12,203
    Other
    $597
    Deferred
    $7,529
    Nontaxable benefits
    $14,918
    Filer's total
    $206,972

  • Donald Phibbs

    Finance Mgr/Contract

    Total calculated
    $164,766
    From this org
    $138,237
    From related orgs
    $0
    Other
    $26,529
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,367
    Bonus
    $0
    Other
    $870
    Deferred
    $3,461
    Nontaxable benefits
    $23,068
    Filer's total
    $164,766

  • Krystle Dodd

    Operations Manager

    Total calculated
    $142,386
    From this org
    $113,083
    From related orgs
    $0
    Other
    $29,303
    Hours/week
    40

  • Lynn Goodenough

    Network Op Manager

    Total calculated
    $161,089
    From this org
    $139,603
    From related orgs
    $0
    Other
    $21,486
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,670
    Bonus
    $0
    Other
    $1,933
    Deferred
    $5,712
    Nontaxable benefits
    $15,774
    Filer's total
    $161,089

  • Jeoff Will

    Former Officer

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

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

  • 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, Jeoff WIll, John Kvasnicka 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 JOHN KVASNICKA, MD $59,141 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 Establish Compensation
FAIRVIEW PHYSICIAN ASSOCIATES NETWORK IS PART OF THE FAIRVIEW HEALTH SERVICES SYSTEM AND FAIRVIEW HEALTH SERVICES HUMAN RESOURCES USES COMPARABLES TO ESTABLICH COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR ACCORDING TO MARKET STANDARDS.
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

  • Fairview Health Services

    $69,896

    To address the problem of chronic high utilizing patients through investment in high-touch care coordination, interdisciplinary team case reviews, and ED/complex care planning.

  • Premier ObGyn of Minnesota

    $35,000

    Early clinical intervention will improve patient outcomes while reducing total cost of care. Diagnostic Testing will be optimized in tandem with decreasing interval from Diagnosis to treatment by adding a Diabetic Nutritionist to the Care Team. This will lead to decreased NICU admissions and c-section rates.

  • TruCare Clinic LLC

    $33,000

    Improved service of referral appointment scheduling and patient reminders and enhance current cancelation/rescheduling mechanism for pts who had a desire, but lacked the capability to attend their appointments.

  • iHealth Obstetrics and Gynecology Associates

    $22,159

    Design of an integrated behavioral health approach during the pregnancy journey to identify risk factors early and align appropriate mental health support and resources to provide touchpoints for behavioral health concerns, prenatal to postpartum.

  • Clinic Sofia OB-Gyn PA

    $15,000

    Improve front office processes, reduce patient frustration, improve quality of care and efficiency before the scheduled appointment thus achieving better data quality inputs directly into the EMR for quality data reporting.

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

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 Health Services

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202423169349304172

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