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Nonprofiteer
← FAIRVIEW FOUNDATION

Form 990 for tax year 2023

Filed by FAIRVIEW FOUNDATION.

Totals

Total revenue
$738,123
Total expenses
$3,368,938
Contributions and grants received
$383,657
Grants paid
$3,286,261
Program services expenses (Part IX)
$3,286,261
Management and general expenses
$82,677
Fundraising expenses
$0
Program service expenses (Part III)
$3,286,261

Program services were 97.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Andrea Mokros

    Secretary

    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
  • John Swanholm

    Pres & Treasurer

    Total calculated
    $589,594
    From this org
    $0
    From related orgs
    $531,634
    Other
    $57,960
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $380,747 related
    Bonus
    $0 + $98,456 related
    Other
    $0 + $52,431 related
    Deferred
    $0 + $36,845 related
    Nontaxable benefits
    $0 + $21,115 related
    Filer's total
    $0 + $589,594 related
  • Mai Moua

    Chair

    Total calculated
    $0
    Hours/week
    2
  • Roland Hayes

    Vice Chair

    Total calculated
    $0
    Hours/week
    2
  • Taqee Khaled

    Director

    Total calculated
    $0
    Hours/week
    2
  • Thomas Fee

    Director

    Total calculated
    $0
    Hours/week
    2
  • Tiffany Blank

    Sr Dir Community Impact

    Total calculated
    $215,357
    From this org
    $0
    From related orgs
    $184,753
    Other
    $30,604
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,231 related
    Bonus
    $0 + $12,796 related
    Other
    $0 + $726 related
    Deferred
    $0 + $7,938 related
    Nontaxable benefits
    $0 + $22,666 related
    Filer's total
    $0 + $215,357 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 — 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: JOHN SWANHOLM, ANDREA MOKROS DUE TO A VESTING EVENT, THE FOLLOWING INDIVIDUALS HAD INCOME IN PART VII AND SCHEDULE J RELATED TO A NONQUALIFIED RETIREMENT PLAN: JOHN SWANHOLM, $51,493
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
FAIRVIEW FOUNDATION 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.

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
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202413169349304081

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