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Nonprofiteer
← FAIRVIEW HEALTH SERVICES

Form 990 for tax year 2023

Filed by FAIRVIEW HEALTH SERVICES.

Totals

Total revenue
$4,707,970,630
Total expenses
$4,384,272,662
Contributions and grants received
$10,730,680
Grants paid
$25,277
Program service revenue
$4,537,368,667
Investment income
$91,070,643
Other revenue
$68,800,640
Total assets, end of year
$6,065,285,634
Total liabilities, end of year
$3,560,104,838
Net assets or fund balances, end of year
$2,505,180,796
Program services expenses (Part IX)
$3,645,846,144
Management and general expenses
$738,426,518
Fundraising expenses
$0
Program service expenses (Part III)
$3,645,846,144

Program services were 83.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Jakub Tolar MD

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • James Hereford

    President & CEO

    Total calculated
    $5,246,751
    From this org
    $5,208,444
    From related orgs
    $0
    Other
    $38,307
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,888,932
    Bonus
    $1,260,653
    Other
    $2,058,859
    Deferred
    $21,097
    Nontaxable benefits
    $17,210
    Filer's total
    $5,246,751

  • Karen Grabow

    Vice Chair

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

  • RIch Ostlund

    Chair

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

  • Timothy Marx

    Secretary

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

  • Ann Lowry MD

    Director

    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

  • Brad Wallin

    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

  • 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

  • Stephen Swensen MD

    Director

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

  • Andrea Mokros

    Chf Public Affairs Officer

    Total calculated
    $847,342
    From this org
    $749,408
    From related orgs
    $0
    Other
    $97,934
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $506,680
    Bonus
    $241,891
    Other
    $837
    Deferred
    $88,477
    Nontaxable benefits
    $9,457
    Filer's total
    $847,342

  • Euthemy Lebrew

    EVP & Chf Transformation Officer

    Total calculated
    $929,487
    From this org
    $813,268
    From related orgs
    $0
    Other
    $116,219
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $543,788
    Bonus
    $265,338
    Other
    $4,142
    Deferred
    $94,841
    Nontaxable benefits
    $21,378
    Filer's total
    $929,487

  • Jeoff Will

    EVP, COO

    Total calculated
    $1,253,184
    From this org
    $1,082,554
    From related orgs
    $0
    Other
    $170,630
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $709,455
    Bonus
    $322,267
    Other
    $50,832
    Deferred
    $148,183
    Nontaxable benefits
    $22,447
    Filer's total
    $1,253,184

  • Joseph Gaylord

    CFO

    Total calculated
    $1,843,940
    From this org
    $1,643,003
    From related orgs
    $0
    Other
    $200,937
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $997,400
    Bonus
    $640,623
    Other
    $4,980
    Deferred
    $178,444
    Nontaxable benefits
    $22,493
    Filer's total
    $1,843,940

  • Laura Reed

    COO

    Total calculated
    $2,033,363
    From this org
    $1,929,528
    From related orgs
    $0
    Other
    $103,835
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,136,201
    Bonus
    $658,230
    Other
    $135,097
    Deferred
    $86,725
    Nontaxable benefits
    $17,110
    Filer's total
    $2,033,363

  • Mark Welton

    CMO

    Total calculated
    $1,681,615
    From this org
    $1,577,623
    From related orgs
    $0
    Other
    $103,992
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $777,411
    Bonus
    $499,863
    Other
    $300,349
    Deferred
    $86,958
    Nontaxable benefits
    $17,034
    Filer's total
    $1,681,615

  • Mary Nease

    Chf People Officer

    Total calculated
    $1,035,357
    From this org
    $969,761
    From related orgs
    $0
    Other
    $65,596
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $617,160
    Bonus
    $349,603
    Other
    $2,998
    Deferred
    $43,474
    Nontaxable benefits
    $22,122
    Filer's total
    $1,035,357

  • Robert Beacher

    EVP & Chf Shared Clinical Svcs

    Total calculated
    $1,510,285
    From this org
    $1,304,189
    From related orgs
    $0
    Other
    $206,096
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $784,252
    Bonus
    $411,436
    Other
    $108,501
    Deferred
    $183,623
    Nontaxable benefits
    $22,473
    Filer's total
    $1,510,285

  • Sameer Badlani

    Chf Digital Officer

    Total calculated
    $1,371,769
    From this org
    $1,183,898
    From related orgs
    $0
    Other
    $187,871
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $724,541
    Bonus
    $407,178
    Other
    $52,179
    Deferred
    $165,645
    Nontaxable benefits
    $22,226
    Filer's total
    $1,371,769

  • Trudi Trysla

    Chf Legal Counsel

    Total calculated
    $1,409,522
    From this org
    $1,133,415
    From related orgs
    $0
    Other
    $276,107
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $684,965
    Bonus
    $351,134
    Other
    $97,316
    Deferred
    $260,378
    Nontaxable benefits
    $15,729
    Filer's total
    $1,409,522

  • David Fasching

    CFO Pharmacy Services

    Total calculated
    $839,436
    From this org
    $0
    From related orgs
    $803,952
    Other
    $35,484
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $517,960 related
    Bonus
    $0 + $284,408 related
    Other
    $0 + $1,584 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $22,284 related
    Filer's total
    $0 + $839,436 related

  • Michael Campoli MD

    Physician

    Total calculated
    $1,939,690
    From this org
    $1,900,793
    From related orgs
    $0
    Other
    $38,897
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,879,031
    Bonus
    $11,063
    Other
    $10,699
    Deferred
    $13,200
    Nontaxable benefits
    $25,697
    Filer's total
    $1,939,690

  • Michael Tran MD

    Physician

    Total calculated
    $899,242
    From this org
    $873,252
    From related orgs
    $0
    Other
    $25,990
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $850,598
    Bonus
    $11,063
    Other
    $11,591
    Deferred
    $13,200
    Nontaxable benefits
    $12,790
    Filer's total
    $899,242

  • Nadeem Iqbal

    Medical Director-Community Neurology

    Total calculated
    $832,027
    From this org
    $798,566
    From related orgs
    $0
    Other
    $33,461
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $780,867
    Bonus
    $9,500
    Other
    $8,199
    Deferred
    $13,200
    Nontaxable benefits
    $20,261
    Filer's total
    $832,027

  • Rohan Lall

    Physician

    Total calculated
    $1,328,407
    From this org
    $1,310,190
    From related orgs
    $0
    Other
    $18,217
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,195,689
    Bonus
    $111,115
    Other
    $3,386
    Deferred
    $13,200
    Nontaxable benefits
    $5,017
    Filer's total
    $1,328,407

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

  • 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
  • 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. JOSEPH GAYLORD 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 LAURA REED $126,353 MARK WELTON $286,840 ROBERT BEACHER $97,040 TRUDI TRYSLA $93,957 SAMEER BADLANI $50,935 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 4a
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) 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 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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Fairview Clinics

    C Corporation · Physician Clinics · MN · 100% owned · share of income -$56,791,090 · share of assets $127,726,992 · controlled entity

    Directly controlled by Fairview Health Services

  • Fairview Physician and Clinic Services

    C Corporation · Physician Clinics · MN · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by Fairview Health Services

  • Fairview Development Company

    C Corporation · Leasehold · MN · 100% owned · share of income $635,483 · share of assets $6,224,961 · controlled entity

    Directly controlled by Fairview Health Services

  • Fairview Express Care

    C Corporation · Physician Clinics · MN · 100% owned · share of income -$215,262,054 · share of assets $144,539,786 · controlled entity

    Directly controlled by Fairview Health Services

  • FHS Assurance Limited

    C Corporation · Self Insurance · MN · 100% owned · share of income $6,402,989 · share of assets $88,329,950 · controlled entity

    Directly controlled by Fairview Health Services

  • HealthEast Diversified Services Inc

    C Corporation · Lab & Real Estate · MN

    Directly controlled by Fairview Bethesda Hospital

  • Ebenezer Management Services Inc

    C Corporation · Management Services · MN

    Directly controlled by Ebenezer Society

  • Ebenezer Development Inc

    C Corporation · Real Estate Property Management · MN

    Directly controlled by Ebenezer Society

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202433179349301603

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