Civic Intelligence

Fairview Health Services

990 • Fiscal year 2013 • EIN 41-0991680

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

2450 Riverside Avenue SouthMinneapolis, MN 55454

(612) 672-4976

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.49x

Higher debt load relative to assets than 66% of similar nonprofits.

2013 filings • 501(c)3 • $1B+ nonprofits • Source year 2013

Liabilities / Revenue

28th percentile

0.46x

Higher debt load relative to revenue than 28% of similar nonprofits.

2013 filings • 501(c)3 • $1B+ nonprofits • Source year 2013

Net Margin

56th percentile

8.3%

Higher net margin than 56% of similar nonprofits.

2013 filings • 501(c)3 • $1B+ nonprofits • Source year 2013

Top Officer Pay

23rd percentile

$1,304,924

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $1B+ nonprofits • Source year 2013

Asset Growth

62nd percentile

9.6%

Faster asset growth than 62% of similar nonprofits.

2013 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2012 to 2013

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

2013 filings • $1B+ nonprofits • Annualized from 2011 to 2013

Assets

Up

$3,037,108,737

Up $266,995,081 (+9.6%) from 2012

Net Assets

Up

$1,543,012,851

Up $261,128,743 (+20%) from 2012

Liabilities

Up

$1,494,095,886

Up $5,866,338 (+0.4%) from 2012

Revenue

$3,245,978,329

No earlier filing loaded for comparison.

Expenses

Up

$2,975,842,907

Up $173,425,484 (+6.2%) from 2012

Net Income

$270,135,422

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0B$6.0B$4.0B$2.0B$0Assets 2010: $2,564,961,247Liabilities 2010: $1,431,994,180Net Assets 2010: $1,132,967,0672010Assets 2011: $2,600,633,058Liabilities 2011: $1,487,604,088Net Assets 2011: $1,113,028,9702011Assets 2012: $2,770,113,656Liabilities 2012: $1,488,229,548Net Assets 2012: $1,281,884,1082012Assets 2013: $3,037,108,737Liabilities 2013: $1,494,095,886Net Assets 2013: $1,543,012,8512013Assets 2014: $3,259,852,257Liabilities 2014: $1,555,761,335Net Assets 2014: $1,704,090,9222014Assets 2015: $3,394,576,929Liabilities 2015: $1,616,309,904Net Assets 2015: $1,778,267,0252015Assets 2016: $3,812,352,613Liabilities 2016: $1,805,898,143Net Assets 2016: $2,006,454,4702016Assets 2017: $4,956,311,381Liabilities 2017: $2,438,395,245Net Assets 2017: $2,517,916,1362017Assets 2018: $5,024,449,142Liabilities 2018: $2,500,820,456Net Assets 2018: $2,523,628,6862018Assets 2019: $5,216,914,002Liabilities 2019: $2,684,722,845Net Assets 2019: $2,532,191,1572019Assets 2020: $5,390,468,971Liabilities 2020: $2,722,722,233Net Assets 2020: $2,667,746,7382020Assets 2021: $5,451,049,538Liabilities 2021: $2,632,690,764Net Assets 2021: $2,818,358,7742021Assets 2022: $4,846,810,478Liabilities 2022: $2,387,322,415Net Assets 2022: $2,459,488,0632022Assets 2023: $6,065,285,634Liabilities 2023: $3,560,104,838Net Assets 2023: $2,505,180,7962023Assets 2024: $6,494,256,080Liabilities 2024: $3,866,623,789Net Assets 2024: $2,627,632,2912024

Highlighted filing

2013

Assets$3,037,108,737
Liabilities$1,494,095,886
Net Assets$1,543,012,851

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0B$4.0B$2.0B$0-$2.0BExpenses 2010: $2,636,956,5572010Revenue 2011: $2,575,125,227Expenses 2011: $2,570,609,650Net Income 2011: $4,515,5772011Expenses 2012: $2,802,417,4232012Revenue 2013: $3,245,978,329Expenses 2013: $2,975,842,907Net Income 2013: $270,135,4222013Revenue 2014: $3,362,539,501Expenses 2014: $3,155,838,893Net Income 2014: $206,700,6082014Revenue 2015: $3,747,280,284Expenses 2015: $3,541,811,776Net Income 2015: $205,468,5082015Revenue 2016: $3,487,488,197Expenses 2016: $3,254,688,711Net Income 2016: $232,799,4862016Revenue 2017: $3,755,578,745Expenses 2017: $3,335,483,192Net Income 2017: $420,095,5532017Revenue 2018: $3,864,893,941Expenses 2018: $3,660,770,961Net Income 2018: $204,122,9802018Revenue 2019: $4,003,782,639Expenses 2019: $4,055,876,719Net Income 2019: -$52,094,0802019Revenue 2020: $3,902,493,335Expenses 2020: $3,798,344,077Net Income 2020: $104,149,2582020Revenue 2021: $4,116,779,480Expenses 2021: $3,711,951,365Net Income 2021: $404,828,1152021Revenue 2022: $4,357,862,154Expenses 2022: $4,188,688,822Net Income 2022: $169,173,3322022Revenue 2023: $4,707,970,630Expenses 2023: $4,384,272,662Net Income 2023: $323,697,9682023Revenue 2024: $5,326,063,577Expenses 2024: $4,885,812,724Net Income 2024: $440,250,8532024

Highlighted filing

2013

Revenue$3,245,978,329
Expenses$2,975,842,907
Net Income$270,135,422
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$3,309,665,454
Mission and Program Overview

Mission

Fairview's mission is: to improve the health of the communities we serve. We commit our skills and resources to the benefit of the whole person by providing the finest in healthcare, while addressing the physical, emotional and spiritual needs of individuals and their families. We further pledge to support the research and education efforts of our partner, the university of minnesota, and its tradition of excellence. Fairview's vision: to be the best health care delivery system for america, in partnership with the university of minnesota. Fairview's most significant activities: fairview health services provides a full continuum of health care services throughout its service area which includes minneapolis-st. Paul, as well as communities throughout greater minnesota. In partnership with the university of minnesota, fairview staff and providers are redesigning care delivery and payment to provide greater value-exceptional patient care and experience at a lower total cost of care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$752,780,806$985,183,286▲ $232,402,480
Land, Buildings, and Equipment, Net$820,566,189$831,781,197▲ $11,215,008
Accounts Receivable$352,265,040$368,846,909▲ $16,581,869
Investments Program Related$331,829,373$297,259,574▼ $34,569,799
Savings and Temporary Cash Investments$159,970,532$175,543,498▲ $15,572,966
Investments Other Securities$83,144,508$92,660,298▲ $9,515,790
Inventories for Sale or Use$52,440,942$60,612,347▲ $8,171,405
Pledges and Grants Receivable$45,816,479$41,599,141▼ $4,217,338
Prepaid Expenses and Deferred Charges$16,141,170$29,881,777▲ $13,740,607
Cash and Non-Interest-Bearing Accounts$811,875$1,218,610▲ $406,735
Total Assets$2,770,113,656$3,037,108,737▲ $266,995,081
Other Assets Total$154,346,742$152,522,100▼ $1,824,642
Liabilities
Tax Exempt Bond Liabilities$828,509,414$820,642,062▼ $7,867,352
Other Liabilities$420,051,982$358,787,671▼ $61,264,311
Accounts Payable and Accrued Expenses$191,844,121$265,939,603▲ $74,095,482
Mortgage Notes Payable Secured by Investment Property$47,824,031$48,726,550▲ $902,519
Total Liabilities$1,488,229,548$1,494,095,886▲ $5,866,338
Net Assets / Fund Balance
Unrestricted Net Assets$1,216,069,219$1,496,924,911▲ $280,855,692
Temporarily Rstr Net Assets$65,814,889$46,087,940▼ $19,726,949
Total Net Assets Fund Balance$1,281,884,108$1,543,012,851▲ $261,128,743
Total Liabilities and Net Assets / Fund Balance$2,770,113,656$3,037,108,737▲ $266,995,081

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$640,837,197$509,261,012$1,150,098,209
Equipment$164,896,132$392,774,701$557,670,833
Leasehold Improvements$9,602,130$11,622,261$21,224,391
Land$16,445,738-$16,445,738
Investment Program Related Org$297,259,574--
Other Assets Org$10,069,807--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,354,699-▲ $20,534-$1,375,110
2012$1,316,703$20,825▲ $17,171-$1,354,699
2011$1,273,345$48,469▲ $49,974-$1,316,703
2010$1,242,544$17,356▲ $23,235-$1,273,345
2009$1,203,453$15,648▲ $23,443-$1,242,544
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn WilsonPresident ofFT$1,083,885$221,039$1,304,924
Carolyn WilsonPresident of Ummc-$725,712$376,554$1,304,924
Michael Campoli MdSurgeonFT$902,734$72,999$1,001,750
John Sweet MdPhysicianFT$689,635$131,392$995,694
Daniel K AndersonPresident, FFT$852,859$97,683$950,542
Daniel K AndersonPresident, Fairview-$563,005$341,456$950,542
Charles MootyInterim CEO/FT$838,951$30,862$869,813
Charles MootyInterim CEO/director-$838,951$403,086$869,813
Daniel M FrommChief FinancFT$778,601$87,986$866,587
Daniel M FrommChief Financial Ofcr-$514,570$323,001$866,587
Brent AsplinPresident, FFT$787,342$22,005$809,347
Brent AsplinPresident, Fairview-$517,036$272,498$809,347
Robert BeacherPresident, FFT$667,953$109,586$777,539
Robert BeacherPresident, Fairview-$438,462$864,175$777,539
Howard Saylor IiiPhysicianFT$486,186$393,251$733,514
Bradley BeardPresident, SFT$637,982$86,418$724,400
Bradley BeardPresident, Southdale-$431,546$315,938$724,400
Asa Kim MdSurgeonFT$667,275$55,780$718,042
William Omlie MdSurgeonFT$587,487$263,634$715,425
Mark WernerFormer CCI-$658,894-$658,894
Mark HansberryVP StrategicFT$562,365$77,525$639,890
Mark HansberryVP Strategic Plannin-$373,080$226,818$639,890
Mark ThomasPres. & CEOFT$502,628$74,638$577,266
Mark ThomasPres. & CEO of Ebene-$312,975$281,061$577,266
John DohertySr. OperatinFT$500,312$75,541$575,853
John DohertySr. Operating Exec.-$339,997$213,045$575,853
Steven HillChief OperatFT$549,957$21,216$571,173
Steven HillChief Operating Offi-$40,506$299,875$571,173
Beth KrehbielPresident, RFT$470,464$66,240$536,704
Beth KrehbielPresident, Ridges Ho-$330,122$162,010$536,704
Terry CarrollSr. VP, TranFT$526,363$7,511$533,874
Terry CarrollSr. VP, Transformati-$283,164$203,089$533,874
Kathleen TarantoSr. VP PatieFT$470,955$61,447$532,402
Kathleen TarantoSr. VP Patient Care-$331,782$195,566$532,402
Paula PhillippeChief of HumFT$485,597$17,307$502,904
Paula PhillippeChief of Human Resou-$261,655$113,733$502,904
Terry MartinsonExecutive ReFT$429,973$57,304$487,277
Terry MartinsonExecutive Regional M-$298,646$287,114$487,277
John HermanPresident ofFT$438,009$47,336$485,345
John HermanPresident of Northla-$296,348$128,446$485,345
Steve HouschPresident FaFT$365,645$56,062$421,707
Steve HouschPresident Fairview L-$259,526$148,753$421,707
Allen VickersVP-chief AudFT$304,289$111,891$416,180
Allen VickersVP-chief Audit Exec-$217,605$125,396$416,180
Debra BoardmanPresident,raFT$366,018$37,054$403,072
Debra BoardmanPresident,range Hosp-$270,832$45,331$403,072
Mark EustisFormer Pres.-$393,251-$393,251
Mark EustisFormer Pres.& CEO---$393,251
Trudi TryslaSr. VP & GenFT$305,053$49,658$354,711
Trudi TryslaSr. VP & General COU-$238,380$125,232$354,711
Todd SherrillVice PresideFT$268,321$34,263$302,584
Todd SherrillVice President of Fi-$218,975$151,898$302,584
Scott WordelmanFormepres.&-$286,603$7,723$294,326
Scott WordelmanFormepres.& CEO-r W---$294,326
Carolyn JacobsonInterim ChieFT$253,083$26,182$279,265
Carolyn JacobsonInterim Chief Hr-$222,826$377,584$279,265
David LeachVice PresideFT$228,095$43,156$271,251
David LeachVice President & Tre-$185,505$693,435$271,251
Rulon StaceyPresident CeFT$163,715-$163,715
Rulon StaceyPresident CEO 11-13-$163,715$516,389$163,715
James FoxFormer CFO-$145,359-$145,359
Mark DixonFormer Pres.-$100,983-$100,983
Mark DixonFormer Pres.of South---$100,983

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Mckesson CorporationRevenue Cycle C-$305,676,256
U Of M Physicians 200Medical/physici-$208,526,885
Regents Of The University Of MinnesoEducation Servi-$49,988,883
Pharmaceutical TechnologiesTechnology Serv-$20,743,911
SodexoFood Service-$7,998,062
Revenue and Support

Revenue Composition

Contributions and Grants
$7,899,846
Program Service Revenue
$3,121,442,790
Investment Income
$104,236,077
Other Revenue
$12,399,616
Change in Net Assets
$270,135,422

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$3,895,324Replacement Cost
Total Noncash Contributions1$3,895,324-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,556,998,017
Salaries, Compensation, and Employee Benefits$1,411,332,665
Grants and Similar Amounts Paid$7,512,225
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$930,001,042$183,999,046-$1,114,000,088
Fees for Services Other$171,905,221$163,985,546-$335,890,767
Other Employee Benefits$123,222,765$24,114,895-$147,337,660
Depreciation Depletion$68,355,863$24,276,176-$92,632,039
Fees for Services Management$71,372,548$3,333,511-$74,706,059
Payroll Taxes$58,029,104$13,241,015-$71,270,119
Occupancy$43,854,607$26,004,654-$69,859,261
Pension Plan Contributions$50,754,850$9,701,712-$60,456,562
Office Expenses$29,873,701$24,514,326-$54,388,027
Interest$40,653,480$2,157,048-$42,810,528
Other Expenses$29,581,175$4,232,764-$33,813,939
All Other Expenses$24,081,149$3,464,759-$27,545,908
Information Technology-$26,225,355-$26,225,355
Current Officers, Directors, Trustees, and Key Employees$2,009,506$15,482,338-$17,491,844
Insurance$6,687,261$6,859,214-$13,546,475
Grants to Domestic Orgs$7,512,225--$7,512,225
Fees for Services Legal$1,336,057$2,443,568-$3,779,625
Fees for Service Investment Mgmnt Fees-$3,557,078-$3,557,078
Travel$2,403,623$1,084,885-$3,488,508
Conferences and Meetings$2,504,798$491,526-$2,996,324
Comp Disqual Persons-$776,392-$776,392
Advertising$63,429$591,229-$654,658
Fees for Services Accounting-$528,792-$528,792
Fees for Services Lobbying-$395,715-$395,715
Royalties-$16,520-$16,520
Total Functional Expenses$2,426,376,010$549,466,897$0$2,975,842,907
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
41-1573810-501c3Hospital Support$6,597,842
41-6007513-115Child Hosp Support$654,383
41-6007513-501c3Provide Clinical Car$260,000

International Summary

Employees
1
Spending
$95,951,116

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestment---$92,660,298
Central America and the CaribbeanProgram ServicesSelf Insurance-1$3,290,818
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board MemberMedical ServicesNo$208,526,885
-Board MemberMedical ServicesNo$49,998,883
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities & Related Org$265,111,576
Work Comp Reserve$39,465,044
Derivative Finl Instruments$35,570,969
Ins Sub Claims Reserve$12,769,219
Post Retirement$3,025,019
Lt Pension$2,845,844

Bond Issues

BondIssuerIssuedIssue PricePurpose
B41-60053752008-10-29$728,392,490Refund 2004a 5-13-2004, 2005a 5-10-2005, b&c children's hospital & expan.
A41-60053752005-05-10$75,567,679Hospital expansion of princeton hospital & ridges hospital

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$729,602,999--$8,640,253
A$78,679,343$447,110,504$9,520,000$475,355

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The members of the corporation are the individuals who constitute the directors of this corporation.

Form 990, Page 6, Part VI, Line 7A

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, Page 6, Part VI, Line 7B

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, Page 6, Part VI, Line 11B

The tax department conducts a detailed review of the completed return. The return is also reviewed by fairview's general counsel, fairview's chief financial officer and controller and then by an independent tax consultant. The form 990 is presented to the finance committee for review of content. The form 990 is subsequently 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, Page 6, Part VI, Line 12C

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 committeeof the board, along with additional detailed information, for specific 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, Page 6, Part VI, Line 15A

The determination of executive compensation of the organization is processed by the board's human resources committee and includes a review of comparability data, review by independent experts and contemporaneous substantiation of the deliberation and decision process. The full board approves executive compensation.

Form 990, Page 6, Part VI, Line 15B

The determination of officer and key employee compensation of the organization is processed by the board's human resources committee and includes a review of comparability data, review by independent experts and contemporaneous substantiation of the deliberation and decision process.

Form 990, Page 6, Part VI, Line 19

Fairview health services 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.

Filing and Contact Details

Filer

EIN
41-0991680
Phone
6126724976

Signing Officer

Name
Rulon Stacey
Title
President & Chief Executive
Phone
6126724976
Signed
2014-11-17

Organization Details

Principal Officer
Rulon Stacey
Formed
1906
Legal Domicile
Mn
Voting Board Members
19
Independent Board Members
15
Employees
19,785
Volunteers
4,452

Preparer

Preparer
Kristina Rasmussen
Phone
6123974000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Fairview's mission is: to improve the health of the communities we serve. We commit our skills and resources to the benefit of the whole person by providing the finest in healthcare, while addressing the physical, emotional and spiritual needs of individuals and their families. We further pledge to support the research and education efforts of our partner, the university of minnesota, and its tradition of excellence. Fairview's vision: to be the best health care delivery system for america, in partnership with the university of minnesota. Fairview's most significant activities: fairview health services provides a full continuum of health care services throughout its service area which includes minneapolis-st. Paul, as well as communities throughout greater minnesota. In partnership with the university of minnesota, fairview staff and providers are redesigning care delivery and payment to provide greater value-exceptional patient care and experience at a lower total cost of care.

Form 990, Page 1, Part I, Line 6

Our volunteers are valued members of the health care team, enhancing the patient and family experience by meeting our patients' needs. Some of the services provided include wayfinding for patients, families and visitors. They provide hospitality for patients, families and visitors and provide assistance with special onsite and community events and activities.

Form 990, Page 2, Part III, Line 4A

Personnel had more than 500,000 encounters with the community at large, including low-income populations as well as education and media encounters for special needs groups and other community members. The health care and medical services which fairview provides to the community include, but are not limited to: primary, specialty, tertiary and quaternary care, hospital and physician services, senior services, assisted living, home care and hospice, long-term care, urgent care and emergency services, pharmacy, care of mothers and children, physical therapy/sports medicine, rehabilitation services, and inpatient and outpatient behavioral health care and chemical dependency services. Fairview provides specialized care for the treatment of cancer, heart disease, diabetes, wound care, chronic conditions, solid organ transplant, blood and marrow transplant and many other specialties. Fairview also offers social work services, health education and support groups and services for various health issues. Fairview provides care at these hospitals and medical centers (listed alphabetically): fairview lakes medical center: located in wyoming, mn, fairview lakes medical center is a 61-bed hospital with a broad range of medical services that include a 24-hour emergency department (a level iii trauma center), labor and delivery and 10 onsite multi-specialty clinics for heart, cancer and orthopedic care as well as general surgery, family medicine, obstetrics, pediatrics and more. Fairview lakes is a three-time national premier quality award winner for cardiac care. Fairview northland medical center: this 54-bed hospital, located in princeton, mn, offers a wide range of medical services to area residents. Services include labor and delivery, a 24-hour emergency department, and specialized services including cancer and heart care, orthopedic medicine/surgery and general surgery. It was recognized with a top performer award by the joint commission in 2012 and 2013. Fairview ridges hospital: this 150-bed hospital in burnsville, mn, offers a complete range of services, including 24-hour emergency and level iii trauma care; heart care; an accredited cancer program; sports medicine, orthopedic and rehabilitation services; labor and delivery; a level iii neonatal intensive care unit for newborns; and general and specialty surgical services. Fairview southdale hospital: known for outstanding heart, stroke, orthopedic and cancer care, fairview southdale hospital in edina, mn, is a multispecialty hospital that treats all kinds of illnesses and injuries. The 390-bed hospital is a nationally certified primary stroke center, a recipient of the commission on cancer's outstanding achievement award and the twin cities' first level iii trauma center. The hospital is recognized for providing some of the fastest times in the nation for unblocking heart problems. It also offers specialized services in vascular medicine, spine care, obstetrics and gynecology and other specialties. University of minnesota medical center: this is one of the most respected academic medical centers in the nation. In 2013, becker's hospital review named the medical center among the 100 great hospitals in america. The 1,700-bed medical center is located in minneapolis on two campuses and includes the amplatz childrens hospital with more than 50 pediatric and maternal programs and services, including minnesota's only children's behavioral inpatient unit with programming exclusively devoted to children ages 12 and younger. The university of minnesota medical center and university of minnesota physicians collaborate to provide patients access to groundbreaking treatments and technology. Comprehensive services range from primary care, emergency care and the delivery of thousands of babies each year, as well as care of patients with the most complex medical conditions. It has world-renowned expertise in solid organ transplantation and blood and marrow transplantation and is recognized for its

Form 990, Page 2, Part III, Line 4B

Including medicare. The following is a breakdown on costs related to the cost of participating in government programs: costs exceed medicaid reimbursement: fairview is serving thousands of low-income individuals covered by medical assistance and minnesotacare. Reimbursement from these programs is less than fairview's cost of providing care to these patients. Total medicaid costs related to hospitals, pharmacies, and surgical centers was 304,818,710. The cost of the medicaid surcharge minnesota care tax to the hospitals was 21,910,659. Minnesotacare tax: the state of minnesota levies a 2 percent tax on certain healthcare provider revenues. Money generated from this tax helps to defray the costs incurred from minnesotacare and other programs/services for uninsured individuals. In 2013, fairview paid 31,450,710 in minnesotacare taxes. Taxes and fees: fairview does pay some property tax to local and state government. This helps to fund civil and educational services in the community. The real estate costs for 2013 totaled 4,657,875 and the sales and income taxes totaled 1,985,806. Costs exceeding medicare reimbursement: fairview cares for thousands of individuals ages 65 and older who are covered by medicare. Fairview incurred 50,736,760 of medicare reimbursement shortfalls. Reimbursement from medicare is less than fairview's cost of providing care to the patient. The total cost of providing these benefits was 629,179,558.

Form 990, Page 2, Part III, Line 4C

Fairview health services increased its focus on and support of research and education in 2013 . This commitment included providing the resources of time, money and talent while ensuring the facilities, supporting infrastructures, and processes were available to facilitate and encourage the creation of new knowledge. Fairview has more than 350 active medical research projects under way across the health care system. Research ranges from cutting edge therapies to a knitting study for kids with prolonged hospital stays. Fairview offers numerous sponsorships and training programs, internships and scholarships to employees and their dependents-as well as to students in our communities. Fairview partners with more than 153 schools and community groups. Fairview has educational partnerships with the university of minnesota and st. Catherine university and affiliations with many other institutions, including augsburg college and minnesota state colleges and universities. Fairview also offers its own specialized training programs in perioperative nursing and dietetics. Each year, about 7,000 college and graduate students preparing for careers in a wide range of medical fields do clinical training, internships and job shadowing at fairview hospitals and clinics. Through fairview's close partnership with the university of minnesota, each year, roughly 1,000 medical students, residents and fellows take courses and do rotations of various lengths at university of minnesota medical center and university of minnesota children's hospital. About 200 medical students do rotations in other fairview settings, including fairview's primary care clinics. Fairview also provides numerous continuing education opportunities to its employees to enable them to ensure they are knowledgeable about the latest innovations in health care delivery.

Form 990, Part V, Line 4B

BERMUDA, CAYMAN ISLANDS

Form 990, Part IX, Line 11G

Other hospital service fees 11,516,637 163,985,546 0 other corporate service fees 160,388,584 0 0

Form 990, Part XI, Line 9

0 related org 7,263,536 ct equity distribution 9,180,000 umf funds released 20,722,986

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Scholarships and awards given during 2013 were awarded through the fairview foundation. The clinical pastoral endowment fund was established to provide a clinical pastoral education scholarship award for elca pastors who are interested in becoming acquainted with the field for specialized ministry. The scholar- ship enables a recipient to attend one of the three-month cpe training cources offered by any of the fairview hospitals. The applicant shall have finished the unit of training prior to receipt of the scholarship money. Scholarship money is paid from annual investment income. The service award endowment fund was established to support a nurse volunteer working in a short-term mission assignment. The award is paid annually from investment revenues earned by the endowment. The purpose of the pediatric cardiology fund is to provide funding for pediatric cardiology in the areas of prevention, treatment, and research. Domestic violence fund earnings should be used to fund the training recognition and/or recruitment of volunteers for programs supporting victims of domestic violence.

Schedule D, Page 3, Part X

During 2007, fairview health services and subsidiaries adopted fasb interpretation no. 48, accounting for uncertainty in income taxes, an interpretation of fasb statement no. 109, accounting for income taxes (fin 48), which clarifies the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribes a recognition threshold and measurement attributes for financial statement disclosure of tax positions taken or expected to be taken on a tax return. In accordance with fin 48, a tax position is a position 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. Tax positions shall be recognized only when it is more likely than not (likelihood of greater than 50%), based on technical merits, that the position will be sustained upon examination. Under fin 48, the financial statement impact of an uncertain income tax position that was taken or is expected to be taken on the income tax return and that meets the more-likely-than-not threshold must be recognized and measured using a probability weighted approach at the largest amount that is more likely than not to be sustained upon audit by the relevant taxing authority. There are no material changes in fairview health services unrecognized income tax position at december 31, 2013. Fairview recognized 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. Fairview has net operating loss carry forwards for federal income tax purposes. A valuation allowance has been recorded for the full amount of the deferred tax asset related to the net operating loss carry forwards due to the uncertainty regarding their use. There are no uncertain tax positions recorded in the consolidated balance sheet for the years ended december 31, 2013, 2012, and 2011.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3621216
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt480
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt497723
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt510
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES MOOTY
IRS990/Form990PartVIISectionAGrp/PersonNm1RULON STACEY
IRS990/Form990PartVIISectionAGrp/PersonNm2BOBBIE DANIELS MD
IRS990/Form990PartVIISectionAGrp/PersonNm3JOANELL DYRSTAD
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL FAY
IRS990/Form990PartVIISectionAGrp/PersonNm5AARON FRIEDMAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm6KAREN GRABOW
IRS990/Form990PartVIISectionAGrp/PersonNm7ANN HENGEL
IRS990/Form990PartVIISectionAGrp/PersonNm8CAROL LEY MD
IRS990/Form990PartVIISectionAGrp/PersonNm9ANN LOWRY MD
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm11CHRISTOPHER P NELSON REV
IRS990/Form990PartVIISectionAGrp/PersonNm12KEVIN NELSON MD
IRS990/Form990PartVIISectionAGrp/PersonNm13MARK PALLER MD
IRS990/Form990PartVIISectionAGrp/PersonNm14JOANNE LOFGREN PLOETZ
IRS990/Form990PartVIISectionAGrp/PersonNm15BRADFORD WALLIN
IRS990/Form990PartVIISectionAGrp/PersonNm16CONNIE G WEINMAN
IRS990/Form990PartVIISectionAGrp/PersonNm17BETSY WERGIN
IRS990/Form990PartVIISectionAGrp/PersonNm18PEGGY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm19CAROLYN WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm20DANIEL K ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm21BRENT ASPLIN
IRS990/Form990PartVIISectionAGrp/PersonNm22DANIEL M FROMM
IRS990/Form990PartVIISectionAGrp/PersonNm23MARK HANSBERRY
IRS990/Form990PartVIISectionAGrp/PersonNm24TERRY CARROLL
IRS990/Form990PartVIISectionAGrp/PersonNm25MARK THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm26JOHN DOHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm27PAULA PHILLIPPE
IRS990/Form990PartVIISectionAGrp/PersonNm28STEVE HOUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm29TRUDI TRYSLA
IRS990/Form990PartVIISectionAGrp/PersonNm30ALLEN VICKERS
IRS990/Form990PartVIISectionAGrp/PersonNm31TODD SHERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm32CAROLYN JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm33DAVID LEACH
IRS990/Form990PartVIISectionAGrp/PersonNm34ROBERT BEACHER
IRS990/Form990PartVIISectionAGrp/PersonNm35BRADLEY BEARD
IRS990/Form990PartVIISectionAGrp/PersonNm36STEVEN HILL
IRS990/Form990PartVIISectionAGrp/PersonNm37KATHLEEN TARANTO
IRS990/Form990PartVIISectionAGrp/PersonNm38BETH KREHBIEL
IRS990/Form990PartVIISectionAGrp/PersonNm39JOHN HERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm40TERRY MARTINSON
IRS990/Form990PartVIISectionAGrp/PersonNm41DEBRA BOARDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm42JOHN SWEET MD
IRS990/Form990PartVIISectionAGrp/PersonNm43MICHAEL CAMPOLI MD
IRS990/Form990PartVIISectionAGrp/PersonNm44ASA KIM MD
IRS990/Form990PartVIISectionAGrp/PersonNm45WILLIAM OMLIE MD
IRS990/Form990PartVIISectionAGrp/PersonNm46HOWARD SAYLOR III
IRS990/Form990PartVIISectionAGrp/PersonNm47MARK WERNER
IRS990/Form990PartVIISectionAGrp/PersonNm48MARK EUSTIS
IRS990/Form990PartVIISectionAGrp/PersonNm49SCOTT WORDELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm50JAMES FOX
IRS990/Form990PartVIISectionAGrp/PersonNm51MARK DIXON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0838951
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,494$3,867$2,628$5,326$4,886$440
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,065$3,560$2,505$4,708$4,384$324
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,847$2,387$2,459$4,358$4,189$169
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,451$2,633$2,818$4,117$3,712$405
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,390$2,723$2,668$3,902$3,798$104
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,217$2,685$2,532$4,004$4,056$52.1
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,024$2,501$2,524$3,865$3,661$204
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,956$2,438$2,518$3,756$3,335$420
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,812$1,806$2,006$3,487$3,255$233
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,395$1,616$1,778$3,747$3,542$205
2014Summary only. Only limited summary data is available for this year.$3,260$1,556$1,704$3,363$3,156$207
2013Detailed filing. Detailed filing data is available for this year.$3,037$1,494$1,543$3,246$2,976$270
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,770$1,488$1,282$2,802
2011Summary only. Only limited summary data is available for this year.$2,601$1,488$1,113$2,575$2,571$4.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,565$1,432$1,133$2,637
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1B+ nonprofits