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Nonprofiteer
← HEALTHEAST MEDICAL RESEARCH INSTITUTE

Form 990 for tax year 2022

Filed by HEALTHEAST MEDICAL RESEARCH INSTITUTE.

Totals

Total revenue
$145,072,485
Total expenses
$179,881,857
Contributions and grants received
$78,716
Grants paid
$0
Program services expenses (Part IX)
$168,896,627
Management and general expenses
$10,985,230
Fundraising expenses
$0
Program service expenses (Part III)
$168,896,627

Program services were 93.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Ann Lowry MD

    Vice Chair0

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

  • Jakub Tolar MD

    Vice Chair

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • James Hereford

    President & CEO

    Total calculated
    $3,487,618
    From this org
    $0
    From related orgs
    $3,370,758
    Other
    $116,860
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,753,793 related
    Bonus
    $0 + $1,399,311 related
    Other
    $0 + $217,654 related
    Deferred
    $0 + $100,535 related
    Nontaxable benefits
    $0 + $16,325 related
    Filer's total
    $0 + $3,487,618 related

  • Karen Grabow

    Secretary

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

  • RIch Ostlund

    Chair

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

  • Ann Williamson

    Director

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Barclay Berdan

    Director

    Total calculated
    $20,000
    From this org
    $0
    From related orgs
    $20,000
    Other
    $0
    Hours/week
    0 + 4 related

  • Brad Wallin

    Director

    Total calculated
    $20,000
    From this org
    $0
    From related orgs
    $20,000
    Other
    $0
    Hours/week
    0 + 4 related

  • David Levy

    Director

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

  • Jodi RIchard

    Director

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    0 + 4 related

  • John Heinmiller

    Director

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

  • Julie Causey

    Director

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    0 + 4 related

  • Kenneth Roering

    Director

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

  • Melissa Geller MD

    Director

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Michael Connly

    Director

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    0 + 4 related

  • Myron Frans

    Director

    Total calculated
    $0
    Hours/week
    0 + 4 related

  • PJ Hill

    Director

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

  • Shawntera Hardy

    Director

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

  • Stephen Swensen MD

    Director

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

  • Timothy Marx

    Director

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

  • Andrea Mokros

    Chf Public Affairs Officer

    Total calculated
    $647,023
    From this org
    $0
    From related orgs
    $561,164
    Other
    $85,859
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,176 related
    Bonus
    $0 + $146,324 related
    Other
    $0 + $664 related
    Deferred
    $0 + $74,789 related
    Nontaxable benefits
    $0 + $11,070 related
    Filer's total
    $0 + $647,023 related

  • John Batson Term 8312022

    CFO

    Total calculated
    $1,087,917
    From this org
    $0
    From related orgs
    $1,077,616
    Other
    $10,301
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $646,045 related
    Bonus
    $0 + $431,486 related
    Other
    $0 + $85 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $1,151 related
    Filer's total
    $0 + $1,087,917 related

  • Joseph Gaylord

    CFO

    Total calculated
    $753,916
    From this org
    $0
    From related orgs
    $714,491
    Other
    $39,425
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $587,842 related
    Bonus
    $0 + $124,500 related
    Other
    $0 + $2,149 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $21,125 related
    Filer's total
    $0 + $753,916 related

  • Laura Reed

    COO

    Total calculated
    $1,736,000
    From this org
    $0
    From related orgs
    $1,544,185
    Other
    $191,815
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $989,718 related
    Bonus
    $0 + $469,914 related
    Other
    $0 + $84,553 related
    Deferred
    $0 + $175,641 related
    Nontaxable benefits
    $0 + $16,174 related
    Filer's total
    $0 + $1,736,000 related

  • Mark Welton

    CMO

    Total calculated
    $1,360,981
    From this org
    $0
    From related orgs
    $1,326,543
    Other
    $34,438
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $748,058 related
    Bonus
    $0 + $370,594 related
    Other
    $0 + $207,891 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $16,138 related
    Filer's total
    $0 + $1,360,981 related

  • Mary Nease

    Chf People Officer

    Total calculated
    $958,739
    From this org
    $0
    From related orgs
    $835,496
    Other
    $123,243
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $599,106 related
    Bonus
    $0 + $233,484 related
    Other
    $0 + $2,906 related
    Deferred
    $0 + $102,355 related
    Nontaxable benefits
    $0 + $20,888 related
    Filer's total
    $0 + $958,739 related

  • Robert Beacher

    EVP & Chf Shared Clinical Svcs

    Total calculated
    $1,083,973
    From this org
    $0
    From related orgs
    $1,044,422
    Other
    $39,551
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $699,780 related
    Bonus
    $0 + $257,612 related
    Other
    $0 + $87,030 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $21,251 related
    Filer's total
    $0 + $1,083,973 related

  • Sameer Badlani

    Chf Digital Officer

    Total calculated
    $1,193,331
    From this org
    $0
    From related orgs
    $1,043,054
    Other
    $150,277
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $695,927 related
    Bonus
    $0 + $267,164 related
    Other
    $0 + $79,963 related
    Deferred
    $0 + $129,294 related
    Nontaxable benefits
    $0 + $20,983 related
    Filer's total
    $0 + $1,193,331 related

  • Scott Weber Term 132022

    Chf Marketing Officer

    Total calculated
    $718,923
    From this org
    $0
    From related orgs
    $715,234
    Other
    $3,689
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $8,462 related
    Bonus
    $0 + $183,210 related
    Other
    $0 + $523,562 related
    Deferred
    $0 + $3,689 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $718,923 related

  • Trudi Trysla

    Chf Legal Counsel

    Total calculated
    $1,048,997
    From this org
    $0
    From related orgs
    $931,521
    Other
    $117,476
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $598,239 related
    Bonus
    $0 + $233,318 related
    Other
    $0 + $99,964 related
    Deferred
    $0 + $102,593 related
    Nontaxable benefits
    $0 + $14,883 related
    Filer's total
    $0 + $1,048,997 related

  • Elizabeth Bennett MD

    Physician

    Total calculated
    $1,143,984
    From this org
    $0
    From related orgs
    $1,120,758
    Other
    $23,226
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $871,041 related
    Bonus
    $0 + $249,231 related
    Other
    $0 + $486 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $4,926 related
    Filer's total
    $0 + $1,143,984 related

  • Geoffrey Fasen MD

    Physician

    Total calculated
    $783,317
    From this org
    $0
    From related orgs
    $739,988
    Other
    $43,329
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $720,406 related
    Bonus
    $0 + $8,850 related
    Other
    $0 + $10,732 related
    Deferred
    $0 + $16,097 related
    Nontaxable benefits
    $0 + $27,232 related
    Filer's total
    $0 + $783,317 related

  • James McGreevy MD

    Physician

    Total calculated
    $786,040
    From this org
    $0
    From related orgs
    $743,289
    Other
    $42,751
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $729,845 related
    Bonus
    $0 + $7,500 related
    Other
    $0 + $5,944 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $24,451 related
    Filer's total
    $0 + $786,040 related

  • Kyle Wahlstrom MD

    Physician

    Total calculated
    $836,020
    From this org
    $0
    From related orgs
    $793,212
    Other
    $42,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $769,552 related
    Bonus
    $0 + $11,250 related
    Other
    $0 + $12,410 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $24,508 related
    Filer's total
    $0 + $836,020 related

  • Puneet Cheema MD

    Physician

    Total calculated
    $824,939
    From this org
    $0
    From related orgs
    $780,323
    Other
    $44,616
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $391,127 related
    Bonus
    $0 + $368,119 related
    Other
    $0 + $21,077 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $26,316 related
    Filer's total
    $0 + $824,939 related

  • Srijoy Mahapatra

    Former Chf Strategy Officer

    Total calculated
    $113,742
    From this org
    $0
    From related orgs
    $113,742
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $113,742 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $113,742 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

  • 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 PAYMENTS MADE TO INDIVIDUALS: SRIJOY MAHAPATRA $102,141 SCOTT WEBER $376,946
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, SCOTT WEBER DUE TO A VESTING EVENT, THE FOLLOWING INDIVIDUALS HAD INCOME IN PART VII AND SCHEDULE J RELATED TO A NONQUALIFIED RETIREMENT PLAN: JAMES HEREFORD $208,150 SCOTT WEBER $146,616 LAURA REED $76,998 MARK WELTON $194,062 ROBERT BEACHER $76,880 TRUDI TRYSLA $97,069 SRIJOY MAHAPATRA $11,441
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 4a
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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202303119349303485

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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