2024-11-11T13:00:59+00:00 2023-12-31 990 2023-01-01 411573810 Fairview Foundation FAIR 6126727777 2450 Riverside Avenue Minneapolis MN 55454 John Swanholm President 6126727272 2024-11-11 true 2023 2024-10-15 13:58:12Z John Swanholm 2450 Riverside Avenue Minneapolis MN 55454 738123 false X fairview.org/giving X 1986 MN The Fairview Foundation's exempt purpose is to promote philanthropy within Fairview, raise funds, build relationships, provide grants to programs and services that enhance the care of patients, improve the physical, emotional and spiritual health of the communities we serve and support the mission of Fairview Health Services, a charitable organization exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. 6 4 0 0 0 0 2128740 383657 0 -144649 354466 0 1984091 738123 4716075 3286261 0 0 0 0 172401 82677 4888476 3368938 -2904385 -2630815 18118013 15365711 954692 275492 17163321 15090219 X The Fairview Foundation's exempt purpose is to promote philanthropy within Fairview, raise funds, build relationships, provide grants to programs and services that enhance the care of patients, improve the physical, emotional and spiritual health of the communities we serve and support the mission of Fairview Health Services, a charitable organization exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. false true 3286261 3286261 Fairview Foundation's program accomplishments included providing support for capital improvements to better serve community needs, financial assistance for patients in crisis, mental health and addiction services, community health outreach and a wide range of programs including spiritual care, non-reimbursable hospice services, and food access programs. The Fairview Foundation provided grants to Fairview Health Services, a Section 501(c)(3) corporation, to further the charitable purposes of Fairview Health Services in the communities that we serve. Grant activity included patient care programs and equipment; furnishings and facility renovations; assistance for patients in need and/or in crisis including for prescription medication; population and community health and wellness initiatives; mental health and addiction services; hospice and palliative care therapies; pediatric programming; spiritual care; and programs addressing the social determinants of health. 3286261 true true false false false false false false true true false false false true true false true false false false false false false false false false true true true false false false false false false false false false false false false false true false false false true X 0 0 0 false false false false false false false false false false false false X 6 4 false false true false true true true true true false false true true true true true true true false false MN X X Dawn Ksepka 6512321471 1700 University Avenue West St Paul MN 55104 Andrea Mokros Secretary 2.0 40.0 X X 0 749408 97934 John Swanholm Pres & Treasurer 4.0 36.0 X X 0 531634 57960 Mai Moua Chair 2.0 0.0 X X 0 0 0 Roland Hayes Vice Chair 2.0 0.0 X X 0 0 0 Taqee Khaled Director 2.0 0.0 X 0 0 0 Thomas Fee Director 2.0 0.0 X 0 0 0 Tiffany Blank Sr Dir Community Impact 8.0 32.0 X 0 184753 30604 0 1465795 186498 0 false true false 0 25277 94586 263794 383657 0 0 0 0 0 354466 354466 0 0 0 0 0 0 0 0 0 738123 0 0 354466 2870867 2870867 415394 415394 281 0 281 0 4644 4644 344 344 20008 20008 Bad Debt -Write off Pledged Contributions 57400 57400 0 0 0 0 3368938 3286261 82677 0 7595503 3914287 352162 269762 0 0 0 0 12995 11964 1375 1031 10158294 11169952 0 0 10679 10679 18118013 15365711 898653 223135 0 0 56039 52357 954692 275492 6138478 5979357 11024843 9110862 17163321 15090219 18118013 15365711 -2630815 557713 0 X false true X true false X X X 1 Fairview Health Services 410991680 3 true 3186222 0 Fairview Bethesda Hospital 363517697 3 true 7166 0 HealthEast St John's Hospital 411456897 3 true 60769 0 HealthEast Woodwinds Hosptial 411592761 3 true 27619 0 HealthEast Medical Research Institute 411765832 4 true 4485 0 5 3286261 0 true false false false false false false false false false false false false false false true false Schedule A, Part I, Line 12g Fairview Foundation provides support to 501(c)(3) organizations that are operated, supervised, or controlled directly by Fairview Health Services (supported organization). All activities of Fairview Foundation are in furtherance of supporting or benefiting the specified publicly supported organization, Fairview Health Services. Treasury Regulation Section 1.509(a)-4(e)(1) provides that the operational test of a supporting organization will be met even if it supports or benefits an organization, other than a private foundation, which is described in section 501(c)(3) and is operated, supervised, or controlled directly by or in connection with such publicly supported organizations. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4512473 17801 753328 3776946 4854060 -67524 274063 4512473 5600949 746889 4854060 5865076 217899 39894 521920 5600949 5757124 148110 40158 5865076 0.0 0.1644 0.8356 false false 12995 11964 1031 1031 Other Liabilities - Annuities Payable 52357 52357 X Schedule D, Part V, Line 4 Intended uses of endowment funds The endowment funds include donor-restricted funds. Some of the endowment funds purposes are program services, education, scholarships, capital expenditures, equipment, supplies, research and spiritual care. The Foundation intends to use their endowment funds in the manner for which they were restricted. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Fairview Foundations 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 $6,800,000 and $8,400,000 of uncertain tax positions recorded on the consolidated balance sheets as of December 31, 2023 and 2022, 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 Fairview Health Services 2450 Riverside Avenue Minneapolis MN 55454 410991680 501(c)3 2770828 0 Cash N/A Provided grants to and on behalf of Fariview Health Services. See Part IV for additional information. Fairview Bethesda Hospital 2450 RIverside Avenue Minneapolis MN 55454 363517697 501(c)3 7166 0 Cash N/A Hospital Program Services HealthEast St John's Hospital 2450 Riverside Avenue Minneapolis MN 55454 411456897 501(c)3 60769 0 Cash N/A Hospital Program Services HealthEast Woodwinds Hospital 2450 Riverside Avenue Minneapolis MN 55454 411592761 501(c)3 27619 0 Cash N/A Hospital Program Services HealthEast Medical Research Intitutute 2450 Riverside Avenue Minneapolis MN 55454 411765832 510(c)3 4485 0 Cash N/A Patient Program Services 5 0 Patient Focus 76 31383 Cash Education 657 384011 Cash Schedule I, Part II, Line 1(h) Part II Additional Information Provided grants to and on behalf of Fairview Health Services, a Section 501 (c)(3), to further the charitable purposes of Fairview in the communities that Fairview serves. Sustaining Education Grant activity includes: Scholarships, tuition, training, conferences, fellowship and patient and family educational resources. Community Health Grant activity includes: Spiritual health care and counseling to patients and families in the metropolitan areas of Minnesota. Youth grief mentoring and youth mentoring focused on the community. Promotion of healthy communities through community health outreach programs. Patient Focus Grant activity includes: Patient assistance, patient centered activities and supplemented health care related services, such as pharmacy expenses and fragile person monitoring. Care and Service Grant activity includes: Facilities improvements including, capital equipment and medical research and breakthrough care. Education Grant activity includes: Continuing education classes, conferences and training. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Granted funds are placed in a designated restricted fund within the Fairview Foundation. A purpose statement is linked to the restricted fund that describes how the funds are to be used - in what time frame, for what purpose, etc. Expenses are paid through a Fairview operating unit and then reimbursed with money from the restricted fund after ensuring that the money was spent as the donor intended (as stated in the purpose statement). Grant funds are used in the time frame intended and for the purpose intended. A report of how the grant was used is sent to the funder upon use of all funds. false true false false false false false true false Andrea Mokros Secretary 0 506680 0 241891 0 837 0 88477 0 9457 0 847342 0 0 John Swanholm Pres & Treasurer 0 380747 0 98456 0 52431 0 36845 0 21115 0 589594 0 51493 Tiffany Blank Sr Dir Community Impact 0 171231 0 12796 0 726 0 7938 0 22666 0 215357 0 0 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. Form 990, Part III, Line 3 Significant changes in program services Fairview Foundation was determined to meet the requirements for classification as a public charity under IRC Section (509(a)(3). Specifically, the Internal Revenue Service determined that Fairview Foundation is a Type I supporting organization under IRC Section 509(a)(3). Fairview Foundation is organized exclusively for the benefit of, to perform the functions of, or to carry out the purposes of Fairview Health Services, a Minnesota nonprofit corporation and a hospital described in Sections 509(a)(1) and 170(b)(1)(A)(iii) of the Code. Form 990, Part V, Line 1a Part V, Lines 1a and 1b All Form 1099's and W-2's were filed by a related organization Fairview Health Services, a 501(c)(3) non-profit, tax-exempt organization. Form 990, Part VI, Line 4 Significant changes to organizational documents The Articles of Incorporation and By-Laws were amended to revise the purpose of the organization. Fairview Foundation's Amended and Restated Articles of Incorporation dated October 17, 2022, state that the corporation is organized exclusively for the benefit of, to perform the functions of, or to carry out the purposes of Fairview Health Services, a Minnesota nonprofit corporation and a hospital described in Sections 509(a)(1) and 170(b)(1)(A)(iii) of the Code. The By-Laws were amended to identify Fairview Health Services as the sole supported and beneficiary of Fairview Foundation. Form 990, Part VI, Line 6 Classes of members or stockholders Fairview Health Services is the sole member of Fairview Foundation. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Fairview Health Services can appoint board members. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Decisions are subject to Fairview Health Services reserve powers. Form 990, Part VI, Line 11b Review of form 990 by governing body The Tax Department conducts a detailed review of the completed return and it is then reviewed by Foundation Finance Director and Foundation President. The Form 990 is then presented to the Executive Committee for review of content. The Form 990 is also provided to the members of the Board of Directors prior to filing. Upon approval from the Board of Directors, the Form 990 is filed. Form 990, Part VI, Line 12c Conflict of interest policy Conflict of interest surveys are completed and reviewed by the Board and any possible issue is resolved. Form 990, Part VI, Line 15a Process to establish compensation of top management official Fairview Foundation follows the Human Resource policies and procedures established by Fairview Health Services. This includes the process for determining appropriate compensation for officers and employees. Fairview Health Services approves the salary of the Foundation's president. Form 990, Part VI, Line 19 Required documents available to the public Fairview Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request and 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. Fairview Health Services reports the five highest compensated independent contractors for the system. 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 S Minneapolis MN 55406 411434246 Home Healt MN 501(c)(3) 10 Fairview Health Services false Fairview Physician Associates Network 7505 Metro BLvd Suite 100 Edina MN 55439 411753325 Specialty MN 501(c)(3) 10 Fairview Health Services false Range Regional Health Services 750 East 34th Street Hibbing MN 55746 411293970 Hospital P MN 501(c)(3) 10 Fairview Health Services false Ebenezer Society 7505 Metro Boulevard Suite 100 Edina MN 55439 410706141 Nursing an MN 501(c)(3) 10 Fairview Health Services false Fairview Bethesda Hospital 2450 Riverside Avenue Minneapolis MN 55454 363517697 Hospital MN 501(c)(3) 3 Fairview Health Services false HealthEast Woodwinds Hospital 2450 Riverside Avenue Minneapolis MN 55454 411592761 Hospital MN 501(c)(3) 3 Fairview Health Services false HealthEast St John's Hospital 2450 Riverside Avenue Minneapolis MN 55454 411456897 Hospital MN 501(c)(3) 3 Fairview Health Services false HealthEast Medical Research Institute 2450 Riverside Avenue Minneapolis MN 55454 411765832 Medical Research MN 501(c)(3) 4 Fairview Health Services false HealthEast Professional Services 2450 Riverside Avenue Minneapolis MN 55454 261226617 Physician MN 501(c)(3) Type I Fairview Health Services false Grand Itasca Clinic and Hospital 1601 Golf Course Road Grand Rapids MN 55744 411865874 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 insurance MN Fairview Health Services C Corporation false HealthEast Diversified Services Inc 2450 Riverside Avenue South Minneapolis MN 55454 411388583 Lab & Real Estate MN Fairview Health Services C Corporation false false true true false false false false false false false true true true false true false false true false