Totals
- Total revenue
- $20,635,479
- Total expenses
- $22,152,010
- Contributions and grants received
- $832,958
- Grants paid
- $0
- Program services expenses (Part IX)
- $18,617,448
- Management and general expenses
- $3,534,562
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $18,617,448
Program services were 84.0% 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
- $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
-
Jonathan Lundberg
President
- Total calculated
- $609,396
- From this org
- $0
- From related orgs
- $532,207
- Other
- $77,189
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $376,881 related
- Bonus
- $0 + $95,683 related
- Other
- $0 + $59,643 related
- Deferred
- $0 + $61,529 related
- Nontaxable benefits
- $0 + $15,660 related
- Filer's total
- $0 + $609,396 related
-
Scott Wordelman
Chair
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Todd Willett
CFO, Treasurer
- Total calculated
- $393,911
- From this org
- $0
- From related orgs
- $357,738
- Other
- $36,173
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $323,251 related
- Bonus
- $0 + $30,000 related
- Other
- $0 + $4,487 related
- Deferred
- $0 + $13,568 related
- Nontaxable benefits
- $0 + $22,605 related
- Filer's total
- $0 + $393,911 related
-
Carl Runck
Director, ended 5-2023
- 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, ended 5-2023
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Kenneth Ashton-Piper
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Kimberly Faust
Director
- Total calculated
- $443,463
- From this org
- $0
- From related orgs
- $409,780
- Other
- $33,683
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $335,409 related
- Bonus
- $0 + $72,859 related
- Other
- $0 + $1,512 related
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $20,483 related
- Filer's total
- $0 + $443,463 related
-
Robb Gruman
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Robert Walker
Director
- 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
-
Dorca Nyauma Migiro
Charge RN
- Total calculated
- $172,985
- From this org
- $0
- From related orgs
- $150,562
- Other
- $22,423
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $147,112 related
- Bonus
- $0 + $3,450 related
- Other
- $0
- Deferred
- $0 + $7,977 related
- Nontaxable benefits
- $0 + $14,446 related
- Filer's total
- $0 + $172,985 related
-
Garrett Bothun
Administrator
- Total calculated
- $168,468
- From this org
- $0
- From related orgs
- $140,567
- Other
- $27,901
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $126,784 related
- Bonus
- $0 + $10,452 related
- Other
- $0 + $3,331 related
- Deferred
- $0 + $5,358 related
- Nontaxable benefits
- $0 + $22,543 related
- Filer's total
- $0 + $168,468 related
-
Gladys Kiobbo
Charge RN
- Total calculated
- $146,092
- From this org
- $0
- From related orgs
- $130,068
- Other
- $16,024
- Hours/week
- 40
-
Holly Kranz
Director of Nursing
- Total calculated
- $157,605
- From this org
- $0
- From related orgs
- $135,814
- Other
- $21,791
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $127,259 related
- Bonus
- $0 + $5,100 related
- Other
- $0 + $3,455 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $21,791 related
- Filer's total
- $0 + $157,605 related
-
Mercy Nyasende
RN
- Total calculated
- $144,640
- From this org
- $0
- From related orgs
- $127,142
- Other
- $17,498
- 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 $2,049,355 JONATHAN LUNDBERG $54,539
- 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
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413169349301306
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