Totals
- Total revenue
- $247,521
- Total expenses
- $400,108
- Contributions and grants received
- $2,523
- Grants paid
- $0
- Program services expenses (Part IX)
- $171,797
- Management and general expenses
- $228,311
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $171,797
Program services were 42.9% 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
- $5,659,485
- From this org
- $0
- From related orgs
- $4,854,478
- Other
- $805,007
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,948,464 related
- Bonus
- $0 + $2,156,120 related
- Other
- $0 + $749,894 related
- Deferred
- $0 + $786,517 related
- Nontaxable benefits
- $0 + $18,490 related
- Filer's total
- $0 + $5,659,485 related
-
Jonathan Lundberg
President, end 9-2024
- Total calculated
- $521,790
- From this org
- $0
- From related orgs
- $450,816
- Other
- $70,974
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $270,325 related
- Bonus
- $0 + $129,473 related
- Other
- $0 + $51,018 related
- Deferred
- $0 + $61,242 related
- Nontaxable benefits
- $0 + $9,732 related
- Filer's total
- $0 + $521,790 related
-
Scott Wordelman
Chair
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Todd Willett
CFO, Treasurer
- Total calculated
- $459,090
- From this org
- $0
- From related orgs
- $418,412
- Other
- $40,678
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $336,459 related
- Bonus
- $0 + $67,435 related
- Other
- $0 + $14,518 related
- Deferred
- $0 + $13,826 related
- Nontaxable benefits
- $0 + $26,852 related
- Filer's total
- $0 + $459,090 related
-
Carolyn Jacobson
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Gayle Kvenvold
Director, began 5-2024
- 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
- $470,809
- From this org
- $0
- From related orgs
- $434,556
- Other
- $36,253
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $346,396 related
- Bonus
- $0 + $85,737 related
- Other
- $0 + $2,423 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $22,453 related
- Filer's total
- $0 + $470,809 related
-
Margaret Milius
Director, began 5-2024
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Mark Landreville
Secretary, began 2-2024
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Robb Gruman
Director, ended 8-2024
- 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, ended 5-2024
- Total calculated
- $0
- Hours/week
- 0.3 + 1.5 related
-
Brett Anderson
President
- Total calculated
- $185,369
- From this org
- $0
- From related orgs
- $179,724
- Other
- $5,645
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $159,502 related
- Bonus
- $0 + $20,000 related
- Other
- $0 + $222 related
- Deferred
- $0 + $1,027 related
- Nontaxable benefits
- $0 + $4,618 related
- Filer's total
- $0 + $185,369 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: 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 $731,606 JONATHAN LUNDBERG $47,984
- 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 4b Other additional Information
- 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.
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) · Nursing · MN
Directly controlled by Ebenezer Society
-
501(c)(3) · Foundation · 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
-
Ebenezer Lakes Assisted Living
501(c)(3) · Assisted · MN
Directly controlled by Ebenezer Society
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202543149349303334
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