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Nonprofiteer
← SANFORD

Form 990 for tax year 2022

Filed by SANFORD.

Totals

Total revenue
$5,321,937,014
Total expenses
$5,161,087,710
Contributions and grants received
$100,939,514
Grants paid
$44,519,605
Program services expenses (Part IX)
$4,811,881,608
Management and general expenses
$349,206,102
Fundraising expenses
$0
Program service expenses (Part III)
$4,811,881,608

Program services were 93.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WILLIAM BRUNNER MD

    PHYSICIAN

    Total calculated
    $3,445,217
    From this org
    $3,406,075
    From related orgs
    $0
    Other
    $39,142
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $3,264,442
    Bonus
    $0
    Other
    $141,633
    Deferred
    $15,250
    Nontaxable benefits
    $23,892
    Filer's total
    $3,445,217
  • BRYAN NERMOE

    PRESIDENT & CEO, FARGO-END 3/22

    Total calculated
    $495,226
    From this org
    $0
    From related orgs
    $457,274
    Other
    $37,952
    Hours/week
    55 + 5 related
  • BRYAN NERMOE

    SEE SCH J, PART III, LINES 4A-4B

    Total calculated
    $2,719,941
    From this org
    $0
    From related orgs
    $2,719,941
    Other
    $0
    Hours/week
    55 + 5 related
  • BILL GASSEN III

    TRUSTEE, PRESIDENT & CEO

    Total calculated
    $3,063,165
    From this org
    $0
    From related orgs
    $2,683,582
    Other
    $379,583
    Hours/week
    49.64 + 10.36 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,818,239 related
    Bonus
    $0 + $582,757 related
    Other
    $0 + $282,586 related
    Deferred
    $0 + $378,828 related
    Nontaxable benefits
    $0 + $755 related
    Filer's total
    $0 + $3,063,165 related
  • TOMASZ STYS MD

    PHYSICIAN

    Total calculated
    $2,846,432
    From this org
    $2,806,912
    From related orgs
    $0
    Other
    $39,520
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $2,655,388
    Bonus
    $0
    Other
    $151,524
    Deferred
    $15,250
    Nontaxable benefits
    $24,270
    Filer's total
    $2,846,432
  • RANDY BURY

    FORMER CHIEF ADMIN OFFICER

    Total calculated
    $56,688
    From this org
    $0
    From related orgs
    $56,688
    Other
    $0
    Hours/week
    0
  • RANDY BURY

    SEE SCH J, PART III, LINES 4A-4B

    Total calculated
    $2,769,572
    From this org
    $0
    From related orgs
    $2,769,572
    Other
    $0
    Hours/week
    0
  • ADAM STYS MD

    PHYSICIAN

    Total calculated
    $2,792,999
    From this org
    $2,750,489
    From related orgs
    $0
    Other
    $42,510
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $2,617,365
    Bonus
    $0
    Other
    $133,124
    Deferred
    $15,250
    Nontaxable benefits
    $27,260
    Filer's total
    $2,792,999
  • ERIC BELANGER MD

    PHYSICIAN

    Total calculated
    $2,588,159
    From this org
    $2,545,233
    From related orgs
    $0
    Other
    $42,926
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $2,543,991
    Bonus
    $0
    Other
    $1,242
    Deferred
    $15,250
    Nontaxable benefits
    $27,676
    Filer's total
    $2,588,159
  • MARIAN PETRASKO MD

    PHYSICIAN

    Total calculated
    $2,462,103
    From this org
    $2,427,171
    From related orgs
    $0
    Other
    $34,932
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $2,270,184
    Bonus
    $0
    Other
    $156,987
    Deferred
    $6,240
    Nontaxable benefits
    $28,692
    Filer's total
    $2,462,103
  • MATT HOCKS

    EVP, CHIEF OPERATING OFFICER

    Total calculated
    $2,412,825
    From this org
    $0
    From related orgs
    $2,164,525
    Other
    $248,300
    Hours/week
    53.85 + 6.15 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,448,268 related
    Bonus
    $0 + $482,335 related
    Other
    $0 + $233,922 related
    Deferred
    $0 + $219,455 related
    Nontaxable benefits
    $0 + $28,845 related
    Filer's total
    $0 + $2,412,825 related
  • MICHELLE BRUHN

    EVP, CFO & TREASURER

    Total calculated
    $1,717,536
    From this org
    $0
    From related orgs
    $1,530,538
    Other
    $186,998
    Hours/week
    49.64 + 10.36 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,012,253 related
    Bonus
    $0 + $350,000 related
    Other
    $0 + $168,285 related
    Deferred
    $0 + $160,681 related
    Nontaxable benefits
    $0 + $26,317 related
    Filer's total
    $0 + $1,717,536 related
  • JENNIFER GRENNAN

    EVP, CHIEF ADMIN OFFICER

    Total calculated
    $1,659,470
    From this org
    $0
    From related orgs
    $1,476,061
    Other
    $183,409
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $989,176 related
    Bonus
    $0 + $330,001 related
    Other
    $0 + $156,884 related
    Deferred
    $0 + $157,092 related
    Nontaxable benefits
    $0 + $26,317 related
    Filer's total
    $0 + $1,659,470 related
  • MICHAEL LEBEAU MD

    SVP, HEALTH SVC OPERATIONS

    Total calculated
    $1,602,636
    From this org
    $0
    From related orgs
    $1,420,525
    Other
    $182,111
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $968,405 related
    Bonus
    $0 + $285,000 related
    Other
    $0 + $167,120 related
    Deferred
    $0 + $154,419 related
    Nontaxable benefits
    $0 + $27,692 related
    Filer's total
    $0 + $1,602,636 related
  • PAUL HANSON

    PRESIDENT & CEO, SIOUX FALLS

    Total calculated
    $1,409,102
    From this org
    $0
    From related orgs
    $1,254,502
    Other
    $154,600
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $835,062 related
    Bonus
    $0 + $277,997 related
    Other
    $0 + $141,443 related
    Deferred
    $0 + $134,455 related
    Nontaxable benefits
    $0 + $20,145 related
    Filer's total
    $0 + $1,409,102 related
  • MARIA BELL MD

    TRUSTEE, PHYSICIAN

    Total calculated
    $1,187,636
    From this org
    $1,143,694
    From related orgs
    $0
    Other
    $43,942
    Hours/week
    57.99 + 2.01 related

    Schedule J breakdown matched by us

    Base
    $1,020,094
    Bonus
    $54,000
    Other
    $69,600
    Deferred
    $15,250
    Nontaxable benefits
    $28,692
    Filer's total
    $1,187,636
  • TODD SCHAFFER

    PRESIDENT & CEO, BISMARCK

    Total calculated
    $1,059,642
    From this org
    $0
    From related orgs
    $948,736
    Other
    $110,906
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $664,040 related
    Bonus
    $0 + $153,130 related
    Other
    $0 + $131,566 related
    Deferred
    $0 + $108,543 related
    Nontaxable benefits
    $0 + $2,363 related
    Filer's total
    $0 + $1,059,642 related
  • TIFFANY LAWRENCE

    PRESIDENT & CEO, FARGO-BEG 3/22

    Total calculated
    $1,057,534
    From this org
    $0
    From related orgs
    $924,767
    Other
    $132,767
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $729,385 related
    Bonus
    $0 + $68,796 related
    Other
    $0 + $126,586 related
    Deferred
    $0 + $105,250 related
    Nontaxable benefits
    $0 + $27,517 related
    Filer's total
    $0 + $1,057,534 related
  • SUSAN JARVIS

    PRESIDENT & CEO, BEMIDJI

    Total calculated
    $927,061
    From this org
    $0
    From related orgs
    $805,036
    Other
    $122,025
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $531,338 related
    Bonus
    $0 + $180,184 related
    Other
    $0 + $93,514 related
    Deferred
    $0 + $91,858 related
    Nontaxable benefits
    $0 + $30,167 related
    Filer's total
    $0 + $927,061 related
  • MICHELLE MICKA

    SVP, FINANCE, HEALTH SERVICES

    Total calculated
    $696,523
    From this org
    $0
    From related orgs
    $615,816
    Other
    $80,707
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,734 related
    Bonus
    $0 + $146,250 related
    Other
    $0 + $54,832 related
    Deferred
    $0 + $61,109 related
    Nontaxable benefits
    $0 + $19,598 related
    Filer's total
    $0 + $696,523 related
  • MARK LUNDEEN MD

    TRUSTEE, PHYSICIAN

    Total calculated
    $357,876
    From this org
    $343,914
    From related orgs
    $0
    Other
    $13,962
    Hours/week
    57.99 + 2.01 related

    Schedule J breakdown matched by us

    Base
    $332,590
    Bonus
    $0
    Other
    $11,324
    Deferred
    $11,832
    Nontaxable benefits
    $2,130
    Filer's total
    $357,876
  • JOANN KUNKEL

    FORMER CFO-SCH J, PART III, LINES 4A-4B

    Total calculated
    $339,000
    From this org
    $0
    From related orgs
    $339,000
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $339,000 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $339,000 related
  • ANDY NORTH

    TRUSTEE, SECRETARY, INDEP CONTRACTOR

    Total calculated
    $316,771
    From this org
    $316,771
    From related orgs
    $0
    Other
    $0
    Hours/week
    9.1 + 2.01 related

    Schedule J breakdown matched by us

    Base
    $316,771
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $316,771
  • KIM PATRICK

    FORMER CLO-SCH J, PART III, LINES 4A-4B

    Total calculated
    $315,000
    From this org
    $0
    From related orgs
    $315,000
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $315,000 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $315,000 related
  • NATHAN WHITE

    FORMER COO-SCH J, PART III, LINES 4A-4B

    Total calculated
    $300,000
    From this org
    $0
    From related orgs
    $300,000
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $300,000 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $300,000 related
  • MARK PAULSON MD

    TRUSTEE, PHYSICIAN

    Total calculated
    $278,063
    From this org
    $239,394
    From related orgs
    $0
    Other
    $38,669
    Hours/week
    57.99 + 2.01 related

    Schedule J breakdown matched by us

    Base
    $221,637
    Bonus
    $13,500
    Other
    $4,257
    Deferred
    $10,612
    Nontaxable benefits
    $28,057
    Filer's total
    $278,063
  • ALLISON WIERDA-SUTTLE MD

    FORMER SVP, CMO-SCH J PT III, 4A-4B

    Total calculated
    $264,600
    From this org
    $0
    From related orgs
    $264,600
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $264,600 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $264,600 related
  • NEIL GULSVIG

    TRUSTEE, CHAIRPERSON

    Total calculated
    $75,772
    From this org
    $75,772
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related
  • LAURIS MOLBERT

    TRUSTEE, VICE CHAIR

    Total calculated
    $35,500
    From this org
    $35,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related
  • MARNIE HERMANN

    TRUSTEE

    Total calculated
    $35,500
    From this org
    $35,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related
  • DON JACOBS

    TRUSTEE

    Total calculated
    $34,500
    From this org
    $34,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related
  • JAMES CAIN

    TRUSTEE

    Total calculated
    $34,500
    From this org
    $34,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related
  • ROBIN SMITH

    TRUSTEE, TREASURER

    Total calculated
    $34,000
    From this org
    $34,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related
  • WESLEY ENGBRECHT

    TRUSTEE

    Total calculated
    $34,000
    From this org
    $34,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1 + 2.01 related
  • BRENT TEIKEN

    TRUSTEE, PAST CHAIR

    Total calculated
    $33,000
    From this org
    $33,000
    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

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • BRYAN NERMOE

    PRESIDENT & CEO, FARGO-END 3/22

    Schedule J breakdown

    Base
    $0 + $175,719 related
    Bonus
    $0 + $252,724 related
    Other
    $0 + $28,831 related
    Deferred
    $0 + $30,585 related
    Nontaxable benefits
    $0 + $7,367 related
    Filer's total
    $0 + $495,226 related
  • BRYAN NERMOE

    SEE SCH J, PART III, LINES 4A-4B

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $0 + $2,719,941 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,719,941 related
  • RANDY BURY

    FORMER CHIEF ADMIN OFFICER

    Schedule J breakdown

    Base
    $0 + $36,400 related
    Bonus
    $0
    Other
    $0 + $20,288 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $56,688 related
  • RANDY BURY

    SEE SCH J, PART III, LINES 4A-4B

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $0 + $2,769,572 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,769,572 related

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
  • 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
  • 6b · Pay contingent on a related organization's net earnings
  • 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: THE EXECUTIVE COMPENSATION COMMITTEE OF THE SANFORD BOARD OF TRUSTEES DIRECTLY 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 2022.
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: BRYAN NERMOE: SEPARATION..................................$2,011,302 NONQUALIFIED RETIREMENT PLAN.................$708,639 TOTAL.......................................$2,719,941 RANDY BURY: SEPARATION..................................$2,769,572 JOANN KUNKEL: NON-COMPETE PAYMENT...........................$339,000 KIM PATRICK: NON-COMPETE PAYMENT...........................$315,000 NATHAN WHITE: NON-COMPETE PAYMENT...........................$300,000 ALLISON WIERDA-SUTTLE: NON-COMPETE PAYMENT...........................$264,600
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
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202323139349302342

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

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