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Nonprofiteer
← FAIRVIEW HEALTH SERVICES

Form 990 for tax year 2024

Filed by FAIRVIEW HEALTH SERVICES.

Totals

Total revenue
$5,326,063,577
Total expenses
$4,885,812,724
Contributions and grants received
$59,494,323
Grants paid
$68,708
Program services expenses (Part IX)
$4,149,124,452
Management and general expenses
$736,688,272
Fundraising expenses
$0
Program service expenses (Part III)
$4,149,124,452

Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Jakub Tolar MD

    First Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • James Hereford

    President & CEO

    Total calculated
    $5,659,485
    From this org
    $4,854,478
    From related orgs
    $0
    Other
    $805,007
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,948,464
    Bonus
    $2,156,120
    Other
    $749,894
    Deferred
    $786,517
    Nontaxable benefits
    $18,490
    Filer's total
    $5,659,485

  • Karen Grabow

    2nd Vice Chair-end 12-2024

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

  • RIch Ostlund

    Chair, END 12-2024

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

  • Timothy Marx

    Secretary

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

  • Ann Williamson

    Director

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

  • Barclay Berdan

    Director

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

  • David Levy

    Director

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

  • Jodi Richard

    Director

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

  • John Heinmiller

    Director

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

  • Julie Causey

    Director

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

  • Kenneth Roering

    Director

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

  • Melissa Geller MD

    Director

    Total calculated
    $0
    Hours/week
    2

  • Michael Connly

    Director

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

  • Myron Frans

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • PJ Hill

    Director

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

  • Shawntera Hardy

    Director

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

  • Srijoy Mahapatra

    Director - New 10-2024

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Stephen Swensen MD

    Director

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

  • Tami Reller

    Director, new 5-2024

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Andrea Mokros

    Chf Public Affairs Officer

    Total calculated
    $931,088
    From this org
    $875,398
    From related orgs
    $0
    Other
    $55,690
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $535,452
    Bonus
    $339,061
    Other
    $885
    Deferred
    $45,544
    Nontaxable benefits
    $10,146
    Filer's total
    $931,088

  • Euthemy Lebrew

    EVP & Chf Transformation Officer

    Total calculated
    $932,623
    From this org
    $804,293
    From related orgs
    $0
    Other
    $128,330
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $582,324
    Bonus
    $217,652
    Other
    $4,317
    Deferred
    $105,152
    Nontaxable benefits
    $23,178
    Filer's total
    $932,623

  • Jaya Kumar

    CMO

    Total calculated
    $677,333
    From this org
    $618,925
    From related orgs
    $0
    Other
    $58,408
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $516,621
    Bonus
    $100,000
    Other
    $2,304
    Deferred
    $57,370
    Nontaxable benefits
    $1,038
    Filer's total
    $677,333

  • Jeoff Will

    EVP, COO

    Total calculated
    $1,650,134
    From this org
    $1,422,135
    From related orgs
    $0
    Other
    $227,999
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,045,338
    Bonus
    $328,858
    Other
    $47,939
    Deferred
    $203,643
    Nontaxable benefits
    $24,356
    Filer's total
    $1,650,134

  • Joseph Gaylord

    CFO

    Total calculated
    $2,087,366
    From this org
    $1,862,040
    From related orgs
    $0
    Other
    $225,326
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,039,753
    Bonus
    $817,091
    Other
    $5,196
    Deferred
    $201,036
    Nontaxable benefits
    $24,290
    Filer's total
    $2,087,366

  • Laura Reed

    COO, end 1-2024

    Total calculated
    $2,973,699
    From this org
    $2,902,634
    From related orgs
    $0
    Other
    $71,065
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $43,717
    Bonus
    $872,344
    Other
    $1,986,573
    Deferred
    $69,760
    Nontaxable benefits
    $1,305
    Filer's total
    $2,973,699

  • Mark Welton

    CMO, end 7-2024

    Total calculated
    $2,203,699
    From this org
    $2,029,863
    From related orgs
    $0
    Other
    $173,836
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $419,441
    Bonus
    $599,102
    Other
    $1,011,320
    Deferred
    $163,378
    Nontaxable benefits
    $10,458
    Filer's total
    $2,203,699

  • Mary Nease

    Chf People Officer, end 1-2024

    Total calculated
    $1,576,514
    From this org
    $1,548,472
    From related orgs
    $0
    Other
    $28,042
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $22,948
    Bonus
    $412,713
    Other
    $1,112,811
    Deferred
    $26,300
    Nontaxable benefits
    $1,742
    Filer's total
    $1,576,514

  • Robert Beacher

    EVP & Chf Shared Clinical Svcs

    Total calculated
    $1,684,572
    From this org
    $1,470,518
    From related orgs
    $0
    Other
    $214,054
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $809,592
    Bonus
    $528,146
    Other
    $132,780
    Deferred
    $189,786
    Nontaxable benefits
    $24,268
    Filer's total
    $1,684,572

  • Sameer Badlani

    Chf Digital Officer

    Total calculated
    $1,461,673
    From this org
    $1,368,455
    From related orgs
    $0
    Other
    $93,218
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $816,037
    Bonus
    $485,350
    Other
    $67,068
    Deferred
    $69,097
    Nontaxable benefits
    $24,121
    Filer's total
    $1,461,673

  • Tanja Oquendo

    Chief People Officer

    Total calculated
    $392,431
    From this org
    $384,181
    From related orgs
    $0
    Other
    $8,250
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $247,188
    Bonus
    $135,900
    Other
    $1,093
    Deferred
    $2,672
    Nontaxable benefits
    $5,578
    Filer's total
    $392,431

  • Trudi Trysla

    Chf Legal Counsel

    Total calculated
    $1,570,527
    From this org
    $1,254,513
    From related orgs
    $0
    Other
    $316,014
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $727,947
    Bonus
    $461,608
    Other
    $64,958
    Deferred
    $316,014
    Nontaxable benefits
    $0
    Filer's total
    $1,570,527

  • David Fasching

    CFO Pharmacy Services

    Total calculated
    $914,117
    From this org
    $0
    From related orgs
    $884,652
    Other
    $29,465
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $541,046 related
    Bonus
    $0 + $342,022 related
    Other
    $0 + $1,584 related
    Deferred
    $0 + $6,318 related
    Nontaxable benefits
    $0 + $23,147 related
    Filer's total
    $0 + $914,117 related

  • Michael Campoli MD

    Physician

    Total calculated
    $2,243,472
    From this org
    $2,202,189
    From related orgs
    $0
    Other
    $41,283
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,119,439
    Bonus
    $76,982
    Other
    $5,768
    Deferred
    $13,800
    Nontaxable benefits
    $27,483
    Filer's total
    $2,243,472

  • Michael Tran MD

    Physician

    Total calculated
    $873,052
    From this org
    $845,782
    From related orgs
    $0
    Other
    $27,270
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $830,230
    Bonus
    $10,107
    Other
    $5,445
    Deferred
    $13,800
    Nontaxable benefits
    $13,470
    Filer's total
    $873,052

  • Nadeem Iqbal

    Medical Director-Community Neurology

    Total calculated
    $892,804
    From this org
    $857,462
    From related orgs
    $0
    Other
    $35,342
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $833,364
    Bonus
    $14,939
    Other
    $9,159
    Deferred
    $13,800
    Nontaxable benefits
    $21,542
    Filer's total
    $892,804

  • Rohan Lall

    Physician

    Total calculated
    $1,495,129
    From this org
    $1,476,312
    From related orgs
    $0
    Other
    $18,817
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,221,241
    Bonus
    $237,490
    Other
    $17,581
    Deferred
    $13,800
    Nontaxable benefits
    $5,017
    Filer's total
    $1,495,129

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 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
  • 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
  • 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 4a Severance or change-of-control payment
Severance Terms and Conditions: 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) having first signed and not rescinded the Service Agreement and Release Agreement and (ii) the return of Fairview's property. Severance payments made during the tax year: Laura Reed $1,441,830; Mark Welton $868,256; Mary Nease $728,808
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. JOSEPH GAYLORD, Jeoff Will, Eithemy Lebrew, Jaya Kumar, Tanja Oquendo DUE TO A VESTING EVENT, THE FOLLOWING INDIVIDUALS HAD INCOME IN PART VII AND SCHEDULE J RELATED TO A NONQUALIFIED RETIREMENT PLAN: JAMES HEREFORD $731,606 LAURA REED $536,871 MARK WELTON $129,086 ROBERT BEACHER $120,953 TRUDI TRYSLA $61,382 SAMEER BADLANI $64,850 JEOFF WILL $45,110 MARY NEASE $322,172
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. The non-qualified 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 qualitied 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 services payment date. A participant's account shall be distributed in cash. The plan complies with Section 457(f) of the IRS code.
Schedule J, Part I, Line 4b Other Additional Information
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

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
2024
Filed
10 November 2025
IRS schema version
2024v5.1
Source object
202543149349301849

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