2023-11-07T21:00:31+00:00 2022-12-31 990 2022-01-01 411765832 Healtheast Medical Research Institute HEAL 6126724976 2450 Riverside Avenue Minneapolis MN 55454 James Hereford President/CEO 2023-11-07 James Hereford 999009999 2022 2023-04-26 12:10:37Z James Hereford 2450 Riverside Avenue Minneapolis MN 55454 145072485 false X www.fairview.org X 1993 MN Fairview is driven to heal, discover and educate for longer, healthier lives. 20 19 0 0 3625562 1101715 135192 78716 121189205 144993397 9252 372 0 121333649 145072485 0 0 83756315 94547474 0 0 60299460 85334383 144055775 179881857 -22722126 -34809372 40749829 43927884 163529148 201505714 -122779319 -157577830 Fairview is driven to heal, discover and educate for longer, healthier lives. false false 168896627 144993397 HealthEast Medical Research Institute operates medical clinics for the treatment of the sick and infirmed to enhance the accessibility, quality and cost efficiency of medical and health care services rendered to the community while also conducting medical research. The outpatient revenue of the medical clinics includes payments from the Medicare and Medicaid programs. The institute uses medical information collected from the treatment of patients to establish and expand a database to conduct various medical research activities relating to health care in conjunction with related hospitals for the benefit of the public. Accordingly, the treatment of patients is an essential and integral part of the research activity of the institute. HealthEast Medical Research Institute includes HealthEast Clinics' staff members that are dedicated to providing high-quality, compassionate health care. Our clinic locations are in neighborhoods throughout the Twin Cities East Metro area. Our providers include board-certified doctors, certified nurse midwives and nurse practitioners. HealthEast Medical Institute Clinics offer a full range of services for patients of all ages. HealthEast Medical Research Institute is committed to the communities it serves and demonstrates the commitment by serving as a charitable health resource. In support of its mission of community service, HealthEast Medical Research Institute provides emergency and medically necessary nonemergency services to the community regardless of ability to pay. Charity care represents the clinical services provided where the clinic did not receive full or partial payment because the patients did not have the ability to pay. HealthEast Medical Research Institute is a not-for-profit organization contributing time and resources to serve the community's health care needs. The organization provides charity care & community benefits to the communities it serves. In addition to the charity care and community benefits, HealthEast Medical Research Institute wrote-off other medical services to bad debt in the amount of $5,039,273. HealthEast Medical Research Institute is part of Fairview Health Services. Fairview Health Services is an industry-leading, award-winning, nonprofit, integrated health system providing exceptional health care across the full spectrum of health care services. Founded in 1906, Fairview serves the twelve-county Minneapolis/St. Paul Metro Area, as well as communities throughout greater Minnesota and portions of Northern Iowa and Western Wisconsin and is one of the most comprehensive and geographically accessible systems in Minnesota. Fairview, the University of Minnesota and the University of Minnesota Physicians approved an agreement which became effective in late 2018 (the "M Health Fairview Agreement"). While the parties maintain their separate governance, the M Health Fairview Agreement further integrated operations across the clinical delivery system and enhances research and education by creating a joint clinical enterprise among the parties. The M Health Fairview Agreement brings together not only UMMC and its related service lines, but also Fairview's other hospitals, primary care clinics, and other services. All are part of a shared care delivery system that is led by a single structure that includes academic physician leadership. The goal of the joint clinical enterprise is to create a nationally renowned academic health system. This care system was united under a single brand, M Health Fairview, which is inclusive of the Fairview Hospitals and Clinics Fairview owns and operates the following hospitals: UMMC, M Health Fairview Southdale Hospital, M Health Fairview Ridges Hospital, M Health Fairview Lakes Medical Center, M Health Fairview Northland Medical Center, Fairview University Medical Center - Mesabi ("Range"), Grand Itasca Clinic and Hospital, M Health Fairview St. John's Hospital, M Health Fairview Woodwinds Hospital and M Health Fairview Bethesda Hospital. As of December 31, 2022, the Fairview System Hospitals had a total of 3,529licensed beds and 1,824 staffed beds. Fairview operates their more than 80 primary and specialty care clinics throughout the Metro Area, greater Minnesota and western Wisconsin. These clinics offer services in over 70 medical specialties, including family medicine, pediatrics, obstetrics, gynecology, heart care, cancer care, otolaryngology, transplant care, and orthopedics. As of December 30, 2022, Fairview owned all or a portion of seven ambulatory surgery centers located in the Metro Area. Through its mission and its role as an anchor institution, Fairview is in a unique position to be a catalyst for progress and change. Fairview continues to invest heavily in the health and wellness of its communities in which it operates. This commitment includes education, training, community programs and research, as well as significant investments in care delivery. The COVID-19 pandemic exposed persistent health inequities for communities of color and has exacerbated racial disparities. Communities of color experienced statistically higher rates of COVID-19, including higher rates of hospitalization and death. To reduce the impact on Black, Indigenous, or people of color ("BIPOC"), vaccinations must be accessible, free and provided within a trusted space with appropriate language and cultural considerations. Fairview has led a multi-cultural mobile vaccination program for the past 15 years, which excels at reaching BIPOC communities facing barriers to immunization. Based on this established and successful model, Fairview was able to quickly adapt and partner with public health agencies for its COVID-19 response, including testing and vaccination clinics. Further, Fairview's longstanding relationship with local public health agencies and community partners has allowed Fairview to provide staffing, coordination, and outreach for a remarkable program called the Minnesota Immunization Network Initiative (MINI). MINI is a collaboration led by Fairview and supported by over 150 community partners, works to reduce barriers to vaccinations for communities experiencing health disparities. MINI provides flu, COVID, Mpox and other immunizations free of charge to community members aged six months and older. More than 110,000 influenza and almost 60,000 COVID vaccines have been administered. The MINI clinics are hosted in community-based locations such as local churches, mosques, temples, schools, community centers, public high rises, libraries, food pantries, and homeless shelters. The clinics are hosted by the local partner who provides the space, promotion, and serves as a trusted messenger for community members. Fairview provides the vaccine and clinical team - including interpreters and support staff - and information about other local community resources. Vaccinations are provided at no charge to participants, ages six months and older. The past several years, MINI clinics have expanded their reach to include other services such as blood pressure screening and cardiovascular health education, free dental varnish treatments, oral health education and opioid overdose prevention education. Services are often provided in conjunction with MINI vaccination clinics or on their own. During the COVID-19 pandemic, the MINI program leveraged over 15 years of experience providing mobile clinical services in diverse settings to respond to the urgent public health crisis. MINI launched a large scale, low barrier testing initiative in partnership with Saint Paul Ramsey County Public Health and the Minnesota Department of Health. This collaboration enabled thousands of community members to receive a free COVID-19 test in convenient, trusted community spaces. In total, MINI supported 47 testing events and administered almost 20,000 tests. Once the COVID-19 vaccine became available, MINI immediately pivoted to providing COVID-19 vaccinations. To date, MINI has provided 1,250 community based COVID vaccination clinics and given over 59,000 vaccinations. MINI is also supporting Mpox outreach response efforts and launched a Mpox vaccination effort in October of 2022. 168896627 true true false false false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true X 0 0 0 true true false false false false false false false false false false false X 20 19 false false false false true true true true true false false true true true true true true true true false MN X Dawn Ksepka 6126724986 1700 University Avenue W StPaul MN 55104 Ann Lowry MD Vice Chair0 0.0 2.0 X X 0 25000 0 Jakub Tolar MD Vice Chair 0.0 2.0 X X 0 0 0 James Hereford President & CEO 2.0 40.0 X X 0 3370758 116860 Karen Grabow Secretary 0.0 2.0 X X 0 25000 0 RIch Ostlund Chair 0.0 2.0 X X 0 35000 0 Ann Williamson Director 0.0 2.0 X 0 0 0 Barclay Berdan Director 0.0 4.0 X 0 20000 0 Brad Wallin Director 0.0 4.0 X 0 20000 0 David Levy Director 0.0 2.0 X 0 20000 0 Jodi RIchard Director 0.0 4.0 X 0 25000 0 John Heinmiller Director 0.0 2.0 X 0 25000 0 Julie Causey Director 0.0 4.0 X 0 25000 0 Kenneth Roering Director 0.0 2.0 X 0 20000 0 Melissa Geller MD Director 0.0 2.0 X 0 0 0 Michael Connly Director 0.0 4.0 X 0 25000 0 Myron Frans Director 0.0 4.0 X 0 0 0 PJ Hill Director 0.0 2.0 X 0 20000 0 Shawntera Hardy Director 0.0 2.0 X 0 20000 0 Stephen Swensen MD Director 0.0 2.0 X 0 20000 0 Timothy Marx Director 0.0 2.0 X 0 25000 0 Andrea Mokros Chf Public Affairs Officer 2.0 40.0 X 0 561164 85859 John Batson Term 8312022 CFO 2.0 40.0 X 0 1077616 10301 Joseph Gaylord CFO 2.0 40.0 X 0 714491 39425 Laura Reed COO 2.0 40.0 X 0 1544185 191815 Mark Welton CMO 2.0 40.0 X 0 1326543 34438 Mary Nease Chf People Officer 2.0 40.0 X 0 835496 123243 Robert Beacher EVP & Chf Shared Clinical Svcs 2.0 40.0 X 0 1044422 39551 Sameer Badlani Chf Digital Officer 2.0 40.0 X 0 1043054 150277 Scott Weber Term 132022 Chf Marketing Officer 2.0 40.0 X 0 715234 3689 Trudi Trysla Chf Legal Counsel 2.0 40.0 X 0 931521 117476 Elizabeth Bennett MD Physician 40.0 0.0 X 0 1120758 23226 Geoffrey Fasen MD Physician 40.0 0.0 X 0 739988 43329 James McGreevy MD Physician 40.0 0.0 X 0 743289 42751 Kyle Wahlstrom MD Physician 40.0 0.0 X 0 793212 42808 Puneet Cheema MD Physician 40.0 0.0 X 0 780323 44616 Srijoy Mahapatra Former Chf Strategy Officer 0.0 0.0 X 0 113742 0 0 17805796 1109664 0 true true false 0 78716 78716 Patient Revenue 621110 141367835 141367835 Research Revenue 541700 3625562 3625562 0 0 0 0 144993397 372 372 0 0 0 0 0 0 0 0 0 145072485 141367835 3625562 372 77579261 69882731 7696530 3372690 3059309 313381 9051002 8088500 962502 4544521 4074622 469899 36000915 35989327 11588 17108699 15951287 1157412 0 1206136 1143562 62574 925 925 10575693 10506430 69263 119887 118582 1305 225704 225704 690505 484523 205982 169735 169735 Medical Supplies 16119172 16119172 MNCare Tax & Medicaid Surtax 1637298 1637298 Utilities & Repairs 385947 376323 9624 General Supplies 382011 382011 711756 686586 25170 0 179881857 168896627 10985230 0 3205 3205 15787607 15214193 0 0 0 0 334780 446114 57517 26213 9074658 4207982 5394034 4866676 0 0 19172686 23371483 40749829 43927884 4250990 5229471 0 0 159278158 196276243 163529148 201505714 -122779319 -157577811 -19 -122779319 -157577830 40749829 43927884 X -34809372 10861 X false true X true false X See Schedule A Part VI Minneapolis MN Schedule A, Part I, Line 4 Schedule A, Part I, Line 4, Hospital Information Fairview Bethesda Hospital, St. Paul, Minnesota HealthEast St. John's Hospital, Maplewood, Minnesota HealthEast St. Joseph's Hospital, St. Paul, Minnesota HealthEast Woodwinds Hospital, Woodbury, Minnesota University of Minnesota Medical Center, Minneapolis, Minnesota Fairview Southdale Hospital, Edina, Minnesota Fairview Ridges Hospital, Burnsville, Minnesota Fairview Lakes Regional Medical Center, Wyoming, Minnesota Fairview Northland Regional Hospital, Princeton, Minnesota RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3720442 954931 2765511 4143085 2386561 1756524 1067694 866490 201204 143437 143437 4866676 Operating Leases 23164232 Goodwill and intangible assets 426558 Deferred Rent -219307 23371483 Intercompany Payable 172472427 LT Lease Liabilities 20051642 ST Lease Liabilities 3557994 Other Liabilities 194180 196276243 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote HealhtEast Medical Research Institute is part of Fairview Health Services. Fairview recognizes all tax positions, including those positions in a previously filed tax return or a position expected to be taken in a future tax filing that is reflected in measuring current or deferred income tax assets and liabilities, when it is more likely than not (likelihood of greater than 50%) that, based on technical merits, the position will be sustained upon examination. There are $8,400,000 and $14,540,000 uncertain tax positions recorded on the consolidated balance sheets as of December 31, 2022 and 2021, respectively. Fairview has made reasonable estimates of the provision for income taxes and on existing deferred tax balances based on accounting guidance included in ASC 740, Income Taxes. Fairview does not expect that there will be a significant change in the total amount of unrecognized tax benefits within the next 12 months. true true false false false false false true false James Hereford President & CEO 0 1753793 0 1399311 0 217654 0 100535 0 16325 0 3487618 0 208150 Srijoy Mahapatra Former Chf Strategy Officer 0 0 0 0 0 113742 0 0 0 0 0 113742 0 11441 Trudi Trysla Chf Legal Counsel 0 598239 0 233318 0 99964 0 102593 0 14883 0 1048997 0 97069 Robert Beacher EVP & Chf Shared Clinical Svcs 0 699780 0 257612 0 87030 0 18300 0 21251 0 1083973 0 76880 Laura Reed COO 0 989718 0 469914 0 84553 0 175641 0 16174 0 1736000 0 76997 Mark Welton CMO 0 748058 0 370594 0 207891 0 18300 0 16138 0 1360981 0 194062 John Batson Term 8312022 CFO 0 646045 0 431486 0 85 0 9150 0 1151 0 1087917 0 0 Sameer Badlani Chf Digital Officer 0 695927 0 267164 0 79963 0 129294 0 20983 0 1193331 0 0 Mary Nease Chf People Officer 0 599106 0 233484 0 2906 0 102355 0 20888 0 958739 0 0 Andrea Mokros Chf Public Affairs Officer 0 414176 0 146324 0 664 0 74789 0 11070 0 647023 0 0 Joseph Gaylord CFO 0 587842 0 124500 0 2149 0 18300 0 21125 0 753916 0 0 Scott Weber Term 132022 Chf Marketing Officer 0 8462 0 183210 0 523562 0 3689 0 0 0 718923 0 146616 Kyle Wahlstrom MD Physician 0 769552 0 11250 0 12410 0 18300 0 24508 0 836020 0 0 James McGreevy MD Physician 0 729845 0 7500 0 5944 0 18300 0 24451 0 786040 0 0 Elizabeth Bennett MD Physician 0 871041 0 249231 0 486 0 18300 0 4926 0 1143984 0 0 Puneet Cheema MD Physician 0 391127 0 368119 0 21077 0 18300 0 26316 0 824939 0 0 Geoffrey Fasen MD Physician 0 720406 0 8850 0 10732 0 16097 0 27232 0 783317 0 0 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. Form 990, Part V, Line 1a and Line 2a - Section B: Independent Contractors All Form 1099's and Form W-2's were filed by a related organization Fairview Health Services, a 501(c)(3) non-profit, tax-exempt organizations. Form 990, Part VI, Line 6 Classes of members or stockholders The members of the corporation are the individuals who constitute the Directors of this corporation. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Board has three categories of directors: 1) 3 ex officio who are Fairview's CEO and the University's Vice President of Medical School and a senior leader of the University Medical School or of the University appointed, from time to time, by the Vice President 2) 10 elected directors who are 1 director elected by the Regents of the University of Minnesota and 9 elected by the Board after nomination from certain components of the Fairview system; and 3) between 3 to 8 at-large directors elected by the Board. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The Regents of the University of Minnesota have the right to approve proposed amendments to the Articles of Incorporation and Bylaws of the corporation if the amendment would adversely affect their rights and certain sales of substantially all of Fairview's assets. An association of approximately 70 Lutheran churches elects most of the Fairview Southdale Hospital, Fairview Ridges Hospital and part of the UMMC Boards of Trustees, as well as the FPA community directors and the Ebenezer Society Board of Directors and has the right to approve certain Fairview Bylaw amendments. Form 990, Part VI, Line 11b Review of form 990 by governing body The Tax Department conducts a detailed review of the completed return. The Form 990 is then presented to the Executive Committee of the Board for their review and approval on behalf of the Board of Directors. Upon approval from the Board of Directors, the Form 990 is filed. Form 990, Part VI, Line 12c Conflict of interest policy Managers, directors and senior management of Fairview are required to annually complete Fairview's Duty of Loyalty and Conflict of Interest Statement in compliance with Fairview's Conflict of Interest policy. Disclosures are reviewed by the compliance department. Conflicts of interests by Board members and senior management are brought to the Audit and Compliance Committee of the Board, along with additional detailed information, for review. In addition, the Compliance Officer compiles a schedule showing reported conflicts of interest by managers and key employees is also presented to the Conflict of Interest Review Committee for review and discussion. Any problematic issues arising from these disclosures are discussed and resolved by the committee. Board members and management employees are expected to update their conflicts, as necessary, during the year. Form 990, Part VI, Line 15a Process to establish compensation of top management official The determination of executive compensation of the organization is processed by the Human Resources Committee and includes a review of comparability data, review by independent experts and contemporaneous substantiation of the deliberation and decision process. This process is performed annually and was last completed in December 2022. Form 990, Part VI, Line 15b Process to establish compensation of other employees The determination of executive compensation of the organization is processed by the Human Resources Committee and includes a review of comparability data, review by independent experts and contemporaneous substantiation of the deliberation and decision process. This process is performed annually and was last completed in December 2022. Form 990, Part VI, Line 19 Required documents available to the public This organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Inspection of the documents is available at the corporate finance department. Form 990, Part VII, Section B, Line 1 Additional Information Form 1099's were filed by a related organization Fairview Health Services, a 501(c)(3) non-profit, tax-exempt organizations. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Donated Assets - 10861; Ebenezer Society 7505 Metro Blvd Suite 100 Edina MN 55439 410706141 Nursing MN 501(c)(3) 10 Fairview Health Services false Fairview Foundation 2450 Riverside Avenue South Minneapolis MN 55454 411573810 Fundraising MN 501(c)(3) 1 Fairview Health Services false Fairview Health Services 2450 Riverside Avenue Minneapolis MN 55454 410991680 Hospital MN 501(c)(3) 3 NA false Fairview Home Care and Hospice 2450 26th Avenue South Minneapolis MN 55454 411434246 Home Health MN 501(c)(3) 10 Fairview Health Services false Fairview Physician Associates Netwo 3400 West 66th Street Minneapolis MN 55435 411753325 Clinical MN 501(c)(3) 10 Fairview Health Services false Grand Itasca Clinic and Hosptial 1601 Golf Course Road Grand Rapids MN 55744 411865874 Hospital MN 501(c)(3) 3 Fairview Health Services false Fairview Bethesda Hospital 2450 Riverside Avenue South Minneapolis MN 55454 363517697 Hospital MN 501(c)(3) 3 Fairview Health Services false HealthEast Professional Services 2450 Riverside Avenue South Minneapolis MN 55454 261226617 Physician MN 501(c)(3) 11 Fairview Health Services false HealthEast St John's Hospital 2450 Riverside Avenue South Minneapolis MN 55454 411456897 Hospital MN 501(c)(3) 3 Fairview Health Services false HealthEast St Joseph's Hospital 2450 Riverside Avenue South Minneapolis MN 55454 410693880 Hospital MN 501(c)(3) 3 Fairview Health Services false HealthEast Woodwinds Hospital 2450 Riverside Avenue South Minneapolis MN 55454 411592761 Hospital MN 501(c)(3) 3 Fairview Health Services false PreferredOne Community Health Plan 6105 Golden Hills Drive Golden Valley MN 55416 411796007 Insurance MN 501(c)(4) Fairview Health Services false Range Regional Health Services 750 East 34th Street Hibbing MN 55746 411293970 Hospital MN 501(c)(3) 3 Fairview Health Services false Ridges Surgery Center LLC 14101 Fairview Drive Ste 400 Burnsville MN 55337 462441825 Surgery Center MN Fairview Health Services N/A SouthHealth ASC LLC 4200 Dahlberg Drive Suite 300 Golden Valley MN 55422 822364607 Surgery Center MN Fairview Health Services N/A Fairview Clinics 2450 Riverside Avenue South Minneapolis MN 55454 411761760 Physician MN Fairview Health Services C Corporation false Fairview Physician and Clinic Services 2450 Riverside Avenue South Minneapolis MN 55454 411544996 Physician MN Fairview Health Services C Corporation false Fairview Development Company 2450 Riverside Avenue South Minneapolis MN 55454 411568579 Leasehold MN Fairview Health Services C Corporation false Fairview Express Care 2450 Riverside Avenue South Minneapolis MN 55454 205996177 Physician MN Fairview Health Services C Corporation false FHS Assurance Limited 2450 Riverside Avenue South Minneapolis MN 55454 980417513 Self insur MN Fairview Health Services C Corporation false HealthEast Diversified Services Inc 2450 Riverside Avenue South Minneapolis MN 55454 411388583 Lab & Real MN Fairview Health Services C Corporation false false false false false false false false false false false false true false false true true true true false