Totals
- Total revenue
- $50,847,192
- Total expenses
- $48,660,649
- Contributions and grants received
- $36,000
- Grants paid
- $0
- Program service revenue
- $45,647,776
- Investment income
- $5,163,416
- Other revenue
- $0
- Total assets, end of year
- $42,171,240
- Total liabilities, end of year
- $188,308,984
- Net assets or fund balances, end of year
- -$146,137,744
- Program services expenses (Part IX)
- $42,346,985
- Management and general expenses
- $6,313,664
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $42,346,985
Program services were 87.0% 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.
-
1e · Government grants (contributions)
$36,000
-
2a · Program service revenue: Patient Revenue
total $39,452,469 · related or exempt $39,452,469
-
2b · Program service revenue: Senior Care Revenue
total $3,631,210 · related or exempt $3,631,210
-
2c · Program service revenue: Joint Venture Revenue
total $2,556,807 · unrelated business $2,556,807
-
2d · Program service revenue: Parking Revenue
total $672 · related or exempt $672
-
2e · Program service revenue: Other - Vending
total $6,618 · related or exempt $6,618
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
other assets $7,828,176
-
7b · Less cost or other basis and sales expenses
other assets $2,664,760
-
7c · Gain or loss
securities $0 · other assets $5,163,416
-
7d · Net gain or loss
total $5,163,416 · excluded $5,163,416
-
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.
-
7 · Other salaries and wages
total $24,322,088 · program services $23,373,414 · management and general $948,674
-
8 · Pension plan contributions
total $1,369,024 · program services $1,329,477 · management and general $39,547
-
9 · Other employee benefits
total $2,908,225 · program services $2,904,604 · management and general $3,621
-
10 · Payroll taxes
total $1,591,086 · program services $1,523,413 · management and general $67,673
-
11a · Fees: management
total $499,086 · program services $462,528 · management and general $36,558
-
11d · Fees: lobbying
total $1,501 · management and general $1,501
-
11g · Fees: other
total $5,625,406 · program services $5,513,582 · management and general $111,824 · fundraising $0
-
13 · Office expenses
total $784,817 · program services $534,937 · management and general $249,880
-
16 · Occupancy
total $1,710,940 · program services $1,632,553 · management and general $78,387
-
17 · Travel
total $200,530 · program services $196,251 · management and general $4,279
-
19 · Conferences, conventions and meetings
total $43,739 · program services $42,818 · management and general $921
-
20 · Interest
total $174,453 · program services $174,453
-
22 · Depreciation, depletion and amortization
total $363,475 · program services $350,094 · management and general $13,381
-
23 · Insurance
total $22,081 · program services $22,081
-
24a · Other expenses: Management Fees
total $4,495,547 · management and general $4,495,547
-
24b · Other expenses: Medical Supplies
total $1,974,570 · program services $1,831,576 · management and general $142,994
-
24c · Other expenses: Taxes
total $1,394,182 · program services $1,393,703 · management and general $479
-
24d · Other expenses: Non-Medical Supplies
total $561,156 · program services $554,718 · management and general $6,438
-
24e · All other expenses
total $618,743 · program services $506,783 · management and general $111,960 · fundraising $0
Balance sheet
Part X, book values.
-
4 · Accounts receivable
beginning of year $12,940,876 · end of year $6,482,159
-
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
-
8 · Inventories for sale or use
beginning of year $612,357 · end of year $427,381
-
9 · Prepaid expenses and deferred charges
beginning of year $103,028 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$1,129,739
-
10b · Land, buildings and equipment: accumulated depreciation
$221,329
-
10c · Land, buildings and equipment, net
beginning of year $5,909,973 · end of year $908,410
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $23,797,030 · end of year $24,778,782
-
15 · Other assets
beginning of year $9,789,214 · end of year $9,574,508
-
17 · Accounts payable and accrued expenses
beginning of year $3,776,511 · end of year $2,484,942
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $192,891,386 · end of year $183,602,964
-
25 · Other liabilities
beginning of year $2,231,665 · end of year $2,221,078
-
27 · Net assets without donor restrictions
beginning of year -$145,747,084 · end of year -$146,137,744
Mission and programs · 2023
Mission
Fairview is driven to heal, discover, and educate for longer, healthier lives.
-
Fairview Bethesda Hospital is part of the Fairview Health Services system and provides post-acute care to patients following a catastrophic illness or injury. These patients have clinical needs justifying a hospital stay beyond 20 days, require a daily physician visit, and need interdisciplinary support and multiple therapy disciplines. Fairview Bethesda Hospital is part of Fairview Health Services. Fairview Health Services is an integrated academic health system located in Minneapolis, Minnesota, and, along with its affiliates and subsidiaries, is one of the leading health care providers in Minnesota with $7.3 billion in operating revenue for 2023. Fairview offers a broad continuum of health care services through its hospitals, clinics, and other health care related operations and is a Minnesota nonprofit corporation that is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code. The most recent community health needs assessment (CHNA) identified 3 key areas as the greatest needs in our community - navigating and accessing care and resources; healing, connectedness, and mental health; structural racism and barriers to equity. Fairview Health Services is meeting the needs of the community by focusing on racial and ethnic populations experiencing health disparities and people experiencing poverty through partnering with the community to build solutions, removing barriers to create and expand relevant programs and focused services. Please see Schedule H for a description of additional services, community benefit activities, and the full spectrum of charity care that Fairview Bethesda Hospital provides to the community. Fairview serves the entire twelve-county Minneapolis/St. Paul Metro Area, as well as communities throughout greater Minnesota and portions of Northern Iowa and Western Wisconsin and is one of the most comprehensive and geographically accessible systems in Minnesota. The Fairview System consists of ten hospitals, including M Health Fairview University of Minnesota Medical Center and M Health Fairview Masonic Children's Hospital (collectively, "UMMC"), which is the adult and pediatric teaching hospital of the University of Minnesota. UMMC and seven of Fairview's other hospitals are in the Metro Area. Fairview's other two hospitals are located in northern Minnesota. Fairview operates over 80 primary and specialty care clinics, seven ambulatory care centers, 37 retail and specialty pharmacies, pharmacy benefit management services, rehabilitation centers, physician network, senior care housing and long- term care facilities and medical transportation. Fairview, through its integrated care model, aims to deliver the benefits of academic medicine to more patients and families by expanding care, research, and education by offering access to a greater pool of physicians and patients, while seeking to reduce the total cost of care for patients. Fairview, the University of Minnesota and the University of Minnesota Physicians approved an agreement which became effective in late 2018 (the "M Health Fairview Agreement"). While the parties maintain their separate governance, the M Health Fairview Agreement further integrated operations across the clinical delivery system and enhances research and education by creating a joint clinical enterprise among the parties. The M Health Fairview Agreement brings together UMMC and its related service lines, Fairview's community hospitals and primary care clinics, and other services. All are part of a shared care delivery system that is led by a single structure that includes academic physician leadership. The goal of the joint clinical enterprise is to create a nationally-renowned academic health system. This care system was united in 2020 under a single brand, M Health Fairview, which is inclusive of Fairview's ten hospitals and its clinics. Fairview owns and operates the following hospitals: UMMC, M Health Fairview Southdale Hospital, M Health Fairview Ridges Hospital, M Health Fairview Lakes Medical Center, M Health Fairview Northland Medical Center, Fairview University Medical Center - Mesabi ("Range"), Grand Itasca Clinic and Hospital, M Health Fairview St. John's Hospital, M Health Fairview Woodwinds Hospital and M Health Fairview Bethesda Long Term Acute Hospital. As of December 31, 2023, the Fairview System Hospitals had a total of 3,529 licensed beds and 1,824 staffed beds. Fairview operates their more than 80 primary and specialty care clinics throughout the Metro Area, greater Minnesota and western Wisconsin. These clinics offer services in over 70 medical specialties, including family medicine, pediatrics, obstetrics, gynecology, heart care, cancer care, otolaryngology, transplant care, and orthopedics. As of December 31, 2023, Fairview owned all or a portion of six ambulatory surgery centers located in the Metro Area. Fairview and Fairview Pharmacy Services own and operate pharmacies at 37 locations, including a network of retail pharmacies, oncology pharmacies, two home infusion pharmacies (Minneapolis and Duluth, Minnesota), and a specialty pharmacy. M Health Fairview Rehabilitation Services ("MHFRS") provides a full continuum of inpatient and outpatient rehabilitation services for pediatric and adult patients as well as an inpatient rehabilitation facility, a hospital based skilled nursing facility and an adult day program. In addition to providing inpatient services in nine hospitals, MHFRS has 58 outpatient hospital based and free-standing clinics that serve pediatric and adult patients. Specialty services include rehabilitation in the following areas: Cardiac and Pulmonary rehabilitation, Audiology, Orthopedic, Sports related injuries, Neurological, Vestibular, and Cancer Rehab. Hand therapy services are also provided in seven locations. MHFRS serves about 750,000 patient visits/year. M Health Fairview Emergency Medical Services offers emergency medical services and scheduled transportation across the Metro Area and supports the community by responding to more than 60,000 calls annually. Ebenezer, a non-profit subsidiary of Fairview, provides long-term senior care facilities, senior housing, adult care services. Ebenezer's goal is to provide a supportive environment where older adults can pursue longer, healthier, and more meaningful lives.
Expenses $35,565,287 · Revenue $36,682,520
-
As indicated in Part III, Line 2, HealthEast Transportation activity was moved out of this entity, Fairview Bethesda Hospital and moved to the parent organization, Fairview Health Services, a 501(c)3 tax-exempt organization, effective 4/1/2023. Fairview Bethesda Hospital provided emergency medical services through HealthEast Medical Transportation (HEMT) which offers emergency medical services and scheduled transportation across the Metro Area and supports the community by responding to more than 50,000 calls annually. HealthEast Medical Transportation continues to be a Twin Cities leader in emergency and scheduled transportation services. Services provided to meet the needs of the community are: * Ground Ambulance Services (Advanced and Basic Life Support and Critical Care) * Emergency Communications Services * Fleet Maintenance Services * Emergency Vehicle Conversion Services * Training and Education through EMS Academy * Special Event Medical Standbys * Programs including Community Paramedicine, Community CPR and Care Seat Checks. * Wheelchair Transportation Services (MedKab) * HealthEast Care System Inter-facility Courier Services * Tactical Emergency Medical Services (TEMS) for High-Risk Situations HealthEast Medical Transportation has been serving the Twin Cities for more than 100 years under different company names. Our service began in 1910 as Olsen Ambulance. In 1986, we became HealthEast Medical Transportation when Fairview Bethesda Hospital was formed. Today we provide wheelchair transport, and basic, advanced, and critical care life support transportation throughout the Twin Cities. We are also proud to provide 9-1-1 advanced life support for northern Dakota County. Revenues include payments from the Medicare and Medicaid programs. All of these services relate directly to the exempt purpose of caring for sick, infirm, aged and injured persons regardless of their race, color, creed, religion, national origin, sex, marital status, status with regard to public assistance, membership or activity in a local commission, disability, sexual orientation, gender identity or expression, age or genetic information. HealthEast seeks to be a welcoming and inclusive provider of care providing optimal health and well-being for our patients, our communities and ourselves. This organization provides emergency and medically necessary non-emergency services regardless of ability to pay.
Expenses $6,781,698 · Revenue $8,965,256
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
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
-
Admatha Winfred MD
Physician
- Total calculated
- $436,891
- From this org
- $0
- From related orgs
- $402,438
- Other
- $34,453
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $343,812 related
- Bonus
- $0 + $13,012 related
- Other
- $0 + $45,614 related
- Deferred
- $0 + $12,237 related
- Nontaxable benefits
- $0 + $22,216 related
- Filer's total
- $0 + $436,891 related
-
Amber Servatius MD
Physician
- Total calculated
- $395,242
- From this org
- $0
- From related orgs
- $367,414
- Other
- $27,828
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $340,626 related
- Bonus
- $0 + $1,350 related
- Other
- $0 + $25,438 related
- Deferred
- $0 + $9,637 related
- Nontaxable benefits
- $0 + $18,191 related
- Filer's total
- $0 + $395,242 related
-
Jared Nyabuti MD
Physician
- Total calculated
- $398,328
- From this org
- $0
- From related orgs
- $374,646
- Other
- $23,682
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $337,062 related
- Bonus
- $0 + $5,972 related
- Other
- $0 + $31,612 related
- Deferred
- $0 + $11,480 related
- Nontaxable benefits
- $0 + $12,202 related
- Filer's total
- $0 + $398,328 related
-
Madhavi Pasupuleti
Registered Nurse
- Total calculated
- $0
- Hours/week
- 40
-
Mercy Fanibi RN
Registered Nurse
- Total calculated
- $214,618
- From this org
- $0
- From related orgs
- $203,989
- Other
- $10,629
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $202,489 related
- Bonus
- $0 + $1,500 related
- Other
- $0
- Deferred
- $0 + $2,061 related
- Nontaxable benefits
- $0 + $8,568 related
- Filer's total
- $0 + $214,618 related
-
Ryan Etchison
Physician
- Total calculated
- $506,976
- From this org
- $0
- From related orgs
- $478,828
- Other
- $28,148
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $325,524 related
- Bonus
- $0 + $23,982 related
- Other
- $0 + $129,322 related
- Deferred
- $0 + $10,450 related
- Nontaxable benefits
- $0 + $17,698 related
- Filer's total
- $0 + $506,976 related
-
Abijah Muthyala
Former Physician
- Total calculated
- $407,982
- From this org
- $0
- From related orgs
- $376,826
- Other
- $31,156
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $341,638 related
- Bonus
- $0 + $13,063 related
- Other
- $0 + $22,125 related
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $17,956 related
- Filer's total
- $0 + $407,982 related
-
Brian Amdahl
Former VP/EMD PAC/Med Spec
- Total calculated
- $583,547
- From this org
- $0
- From related orgs
- $553,460
- Other
- $30,087
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $441,199 related
- Bonus
- $0 + $109,071 related
- Other
- $0 + $3,190 related
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $16,887 related
- Filer's total
- $0 + $583,547 related
-
John Kvasnicka MD
Former Physician
- Total calculated
- $750,111
- From this org
- $0
- From related orgs
- $688,553
- Other
- $61,558
- Hours/week
- 0 + 40 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
-
John Scanlon
Former Physician
- Total calculated
- $261,636
- From this org
- $0
- From related orgs
- $242,383
- Other
- $19,253
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $195,110 related
- Bonus
- $0 + $29,063 related
- Other
- $0 + $18,210 related
- Deferred
- $0 + $9,710 related
- Nontaxable benefits
- $0 + $9,543 related
- Filer's total
- $0 + $261,636 related
-
Kara Tomlinson
Former VP/Chief Clinical Quality
- Total calculated
- $522,815
- From this org
- $0
- From related orgs
- $494,724
- Other
- $28,091
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $441,270 related
- Bonus
- $0 + $51,368 related
- Other
- $0 + $2,086 related
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $14,891 related
- Filer's total
- $0 + $522,815 related
-
Nathan Frink MD
Former Physician
- Total calculated
- $450,362
- From this org
- $0
- From related orgs
- $421,474
- Other
- $28,888
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $378,282 related
- Bonus
- $0 + $26,892 related
- Other
- $0 + $16,300 related
- Deferred
- $0 + $4,014 related
- Nontaxable benefits
- $0 + $24,874 related
- Filer's total
- $0 + $450,362 related
-
Nikola Vuljaj
Former Med Director - HET
- Total calculated
- $570,398
- From this org
- $0
- From related orgs
- $552,389
- Other
- $18,009
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $530,839 related
- Bonus
- $0 + $20,717 related
- Other
- $0 + $833 related
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $4,809 related
- Filer's total
- $0 + $570,398 related
-
Peter Kelly MD
Former Physician
- Total calculated
- $771,222
- From this org
- $0
- From related orgs
- $741,538
- Other
- $29,684
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $654,856 related
- Bonus
- $0 + $75,851 related
- Other
- $0 + $10,831 related
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $16,484 related
- Filer's total
- $0 + $771,222 related
-
Seema Maddali MD
Former Physician
- Total calculated
- $236,502
- From this org
- $0
- From related orgs
- $236,502
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $186,068 related
- Bonus
- $0 + $46,091 related
- Other
- $0 + $4,343 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $236,502 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, SAMEER BADLANI, LAURA REED, MARK WELTON, ROBERT BEACHER, TRUDI TRYSLA, Mary Nease, ANDREA MOKROS, Euthemy Lebrew, Jeoff WIll 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 SCOTT WEBER $18,447 LAURA REED $126,383 MARK WELTON $286,840 ROBERT BEACHER $97,040 TRUDI TRYSLA $93,957 Jeoff WIll $49,594 John Kvasnicka $59.141
- 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
- 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.
-
501(c)(3) · Nursing · MN
Directly controlled by Fairview Health Services
-
501(c)(3) · Fundraising · MN
Directly controlled by Fairview Health Services
-
501(c)(3) · Hospital · MN
Directly controlled by NA
-
Fairview Home Care and Hospice
501(c)(3) · Home Health · MN
Directly controlled by Fairview Health Services
-
Fairview Physician Associates Netwo
501(c)(3) · Clinical · MN
Directly controlled by Fairview Health Services
-
Grand Itasca Clinic and Hosptial
501(c)(3) · Hospital · MN
Directly controlled by Fairview Health Services
-
HealthEast Medical Research Institute
501(c)(3) · Med Resear · MN
Directly controlled by Fairview Health Services
-
HealthEast Professional Services
501(c)(3) · Physician · MN
Directly controlled by Fairview Health Services
-
501(c)(3) · Hospital · MN
Directly controlled by Fairview Health Services
-
501(c)(3) · Hospital · MN
Directly controlled by Fairview Health Services
-
Range Regional Health Services
501(c)(3) · Hospital · MN
Directly controlled by Fairview Health Services
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 · 100% owned · share of income -$7,206,740 · share of assets $32,741,746 · controlled entity
Directly controlled by Fairview Bethesda Hospital
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433169349304008
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