2025-11-07T13:48:35+00:00 2024-12-31 990 2024-01-01 411573810 Fairview Foundation FAIR 6126727777 2450 Riverside Avenue Minneapolis MN 55454 John Swanholm President 6126727272 2025-11-07 true 2024 2025-03-06 01:10:19Z John Swanholm 2450 Riverside Avenue Minneapolis MN 55454 1113450 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 383657 363492 0 354466 749958 0 738123 1113450 3286261 3551197 0 0 33426 33426 82677 26784 3368938 3611407 -2630815 -2497957 15365711 14620172 275492 1894127 15090219 12726045 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 false 3551197 3551197 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. 3551197 true true false false false false false false false true true false false false true true false true false false false false false true false false false true true true false false false false false false false false false false false false false false false true false false false false true X 0 0 0 false false false false false false false false false false false false X 6 4 false true false false true true true true true false false false true true true true true true true false false false MN X X Dawn Ksepka 6126724986 1700 University Avenue West St Paul MN 55104 Andrea Mokros Secretary 2.0 40.0 X X 0 875398 55690 John Swanholm Pres & Treasurer 4.0 36.0 X X 0 489044 39392 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 194462 32895 0 1558904 127977 0 false true false 0 60209 303283 363492 0 0 0 0 0 749958 749958 0 0 0 0 0 0 0 0 0 0 1113450 0 0 749958 3253990 3253990 297207 297207 33426 33426 337 0 337 0 3693 3693 516 516 22238 22238 0 0 0 0 3611407 3551197 26784 33426 3914287 2445902 269762 269762 0 0 0 0 12995 12479 1031 516 11169952 11893313 0 0 10679 10679 15365711 14620172 223135 1845452 0 0 52357 48675 275492 1894127 X 5979357 6224992 9110862 6501053 15090219 12726045 15365711 14620172 -2497957 133783 0 X false true true false X X X 1 Fairview Health Services 410991680 3 true 3093365 0 Fairview Bethesda Hospital 363517697 3 true 3804 0 HealthEast St John's Hospital 411456897 3 true 25469 0 HealthEast Woodwinds Hosptial 411592761 3 true 12882 0 HealthEast Medical Research Institute 411765832 4 true 415677 0 5 3551197 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 3776946 -94385 345240 121489 3906312 4512473 17801 753328 3776946 4854060 -67524 274063 4512473 5600949 746889 4854060 5865076 217899 39894 521920 5600949 0.0 0.159 0.841 false false 12995 12479 516 516 Federal Income Taxes Other Liabilities - Annuities Payable 48675 48675 X 0 0 0 0 0 0 0 0 0 0 0 0 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 $8,300,000 and $6,800,000 of uncertain tax positions recorded on the consolidated balance sheets as of December 31, 2024 and 2023, 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. X true j Murphy & Associates 1300 NE Godward Street Suite 2625 Minneapolis MN 55413 Non-Government Grant Writing false 0 33426 -33426 0 33426 -33426 MN Schedule G, Part I, Line 2b(v) Only professional fundraising services were provided by J Murphy & Associates. There was no fundraising expense incurred and reimbursed. true Fairview Health Services 2450 Riverside Ave Minneapolis MN 55454 410991680 501(c)(3) 2794094 Hospital Program Services, see Part IV for additional information. HealthEast Woodwinds Hospital 2450 Riverside Avenue Minneapolis MN 55454 411592761 501(c)(3) 12882 Hospital Program Services HealthEast St John's Hospital 2450 Riverside Avenue Minneapolis MN 55454 411456897 501(c)(3) 25469 Hospital Program Services HealthEast Medical Research Institute 2450 Riverside Avenue Minneapolis MN 55454 411765832 501(c)(3) 415677 Patient Program Services 4 0 Patient Financial Assistance 749 99183 Education Focused Assistance 79 100368 Patient Program Focused Assistance 15 97656 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 535452 0 339061 0 885 0 45544 0 10146 0 931088 0 0 John Swanholm Pres & Treasurer 0 386591 0 58830 0 43623 0 16467 0 22925 0 528436 0 41477 Tiffany Blank Sr Dir Community Impact 0 176734 0 16983 0 745 0 8371 0 24524 0 227357 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, $41,477 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. Schedule J, Part I, Line 4b 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. Schedule J, Part III Other Additional Information The nonqualified 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. The contribution is unfunded. The plan complies with section 457(f) of the Code. Form 990, Part V, Line 1a Additional Information All cash disbursements are centralized through a related organization. Fairview Health Services, therefore the related organization Fairview Health Services, makes the payment and filed the related Form 1099's instead of this organization. Form 990, Part V, Line 2a Additional Information Fairview Foundation LEASES EMPLOYEES FROM A RELATED ORGANIZATION, Fairview Health Services, A 501(C)(3) TAX-EXEMPT, NON-PROFIT ORGANIZATION. THEREFORE, Fairview Health Services FILES THE APPROPRIATE W-3 AND RELATED W-2 TAX FORMS FOR THESE INDIVIDUALS INSTEAD OF Fairview Foundation. THE LEASED EMPLOYEE COMPENSATION ON THE Fairview Foundation FORM 990 PART VII AND SCHEDULE J IS REPORTED AS COMPENSATION PAID BY RELATED ORGANIZATION, Fairview Health Services. Form 990, Part V, Line 15 Section 4960 Tax FAIRVIEW HEALTH SERVICES, A RELATED 501(C)3 TAX-EXEMPT ORGANIZATION, FILES AND REMITS ALL RELATED SECTION 4960 EXCISE TAX ON FORM 4720 FOR THE SYSTEM. Form 990, Part VI, Line 3 Delegation of management duties Fairview Foundation is managed by Fairview Health Services employees. 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 MANAGERS, DIRECTORS AND SENIOR MANAGEMENT ARE REQUIRED TO ANNUALLY COMPLETE A DUTY OF LOYAL TY AND CONFLICT OF INTEREST STATEMENT IN COMPLIANCE WITH FAIRVIEW'S SYSTEM CONFLICT OF INTEREST POLICY. DISCLOSURES ARE REVIEWED BY THE COMPLIANCE DEPARTMENT. ANY CONFLICTS OF INTEREST BY BOARD MEMBERS ARE BROUGHT TO THE BOARD FOR REVIEW. 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 Riverside Avenue Minneapolis MN 55439 411434246 Home Healt MN 501(c)(3) 10 Fairview Health Services false Fairview Physician Associates Network 7505 Metro Blvd Suite 315 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 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 North Memorial Health Care Home Infusion 719 Kasota Ave SE Minneapolis MN 55414 814469761 Home Infusion MN Fairview Pharmacy Services LLC 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 Fairview Pharmacy Solutions LLC 711 Kasota Ave W Minneapolis MN 55414 994792745 Pharmacy Consulting Services DE Fairview Pharmacy Services LLC C Corporation false false true true false false false false false false false true true true false true false false true false