Totals
- Total revenue
- $17,544,937
- Total expenses
- $18,964,069
- Contributions and grants received
- $308,748
- Grants paid
- $0
- Program services expenses (Part IX)
- $15,574,014
- Management and general expenses
- $3,390,055
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $15,574,014
Program services were 82.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
James Hereford
Ex-Officio
- Total calculated
- $3,487,618
- From this org
- $0
- From related orgs
- $3,370,758
- Other
- $116,860
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,753,793 related
- Bonus
- $0 + $1,399,311 related
- Other
- $0 + $217,654 related
- Deferred
- $0 + $100,535 related
- Nontaxable benefits
- $0 + $16,325 related
- Filer's total
- $0 + $3,487,618 related
-
Jonathan Lundberg
President
- Total calculated
- $576,819
- From this org
- $0
- From related orgs
- $543,648
- Other
- $33,171
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $363,251 related
- Bonus
- $0 + $139,389 related
- Other
- $0 + $41,008 related
- Deferred
- $0 + $18,580 related
- Nontaxable benefits
- $0 + $14,591 related
- Filer's total
- $0 + $576,819 related
-
Richard Howard
Chair, ended 5-2022
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Scott Wordelman
Chair
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Todd Willett
CFO, Treasurer
- Total calculated
- $345,342
- From this org
- $0
- From related orgs
- $326,029
- Other
- $19,313
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $308,273 related
- Bonus
- $0
- Other
- $0 + $17,756 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $19,313 related
- Filer's total
- $0 + $345,342 related
-
Carl Runck
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Carolyn Jacobson
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Christina Widdess
Director, new 5-2022
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Kenneth Ashton-Piper
Director, New 5-2022
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Kimberly Faust
Director
- Total calculated
- $396,690
- From this org
- $0
- From related orgs
- $359,093
- Other
- $37,597
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $318,422 related
- Bonus
- $0 + $39,244 related
- Other
- $0 + $1,427 related
- Deferred
- $0 + $18,300 related
- Nontaxable benefits
- $0 + $19,297 related
- Filer's total
- $0 + $396,690 related
-
Robb Gruman
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Robert Walker
Director, new 5-2022
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Susan Carlson-Weinberg
Vice Chair
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Thomas Hokr
Secretary
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Daniel King
Nursing Assistant
- Total calculated
- $160,048
- From this org
- $0
- From related orgs
- $153,860
- Other
- $6,188
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $143,276 related
- Bonus
- $0 + $10,200 related
- Other
- $0 + $384 related
- Deferred
- $0 + $5,486 related
- Nontaxable benefits
- $0 + $702 related
- Filer's total
- $0 + $160,048 related
-
Deann Garrett
RN
- Total calculated
- $136,258
- From this org
- $0
- From related orgs
- $123,053
- Other
- $13,205
- Hours/week
- 40
-
Dorca Nyauma Migiro
Charge RN
- Total calculated
- $162,318
- From this org
- $0
- From related orgs
- $141,546
- Other
- $20,772
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $135,695 related
- Bonus
- $0 + $5,250 related
- Other
- $0 + $601 related
- Deferred
- $0 + $7,533 related
- Nontaxable benefits
- $0 + $13,239 related
- Filer's total
- $0 + $162,318 related
-
Eunice Nyaundo
RN
- Total calculated
- $123,721
- From this org
- $0
- From related orgs
- $123,423
- Other
- $298
- Hours/week
- 40
-
Peter Motondi
Charge RN
- Total calculated
- $138,986
- From this org
- $0
- From related orgs
- $113,216
- Other
- $25,770
- Hours/week
- 40
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, JONATHAN LUNDBERG 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 JONATHAN LUNDBERG $38,485
- 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 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
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.
-
501(c)(3) · Hospital · MN
Directly controlled by na
-
501(c)(3) · Nursing · MN
Directly controlled by Fairview Health Services
-
Ebenezer Ridges Assisted Living
501(c)(3) · Assisted · MN
Directly controlled by Ebenezer Society
-
501(c)(3) · Support · MN
Directly controlled by Ebenezer Society
-
Ebenezer Ridge Point Apartments
501(c)(3) · Housing · MN
Directly controlled by Ebenezer Society
-
501(c)(3) · Housing · MN
Directly controlled by Ebenezer Society
-
501(c)(3) · Housing · MN
Directly controlled by Ebenezer Society
-
Ebenezer Lakes Assisted Living
501(c)(3) · Assisted · MN
Directly controlled by Ebenezer Society
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 26 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342999349301244
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