MARSHFIELD CLINIC INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARSHFIELD CLINIC INC (EIN 39-0452970)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349303335
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T10:35:21-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE CT STE 300 | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390452970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHFIELD CLINIC INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARS | BusinessNameControlTxt |
| Phone | 7153875511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N OAK AVENUE | AddressLine1Txt |
| City | MARSHFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54449 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN HOERNEMAN MD | PersonNm |
| Person Title | INTERIM CEO | PersonTitleTxt |
| Phone | 7153875511 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALPA SHAH MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N OAK AVENUE | AddressLine1Txt |
| City | MARSHFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54449 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $678,886,823 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARSHFIELDCLINIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1916 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | WE ENRICH LIVES TO CREATE HEALTHY COMMUNITIES THROUGH ACCESSIBLE, AFFORDABLE, COMPASSIONATE HEALTH CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 1408 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $7,333,800 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $56,542 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $57,333,847 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,600,784 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $597,264,485 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $582,938,276 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,485,433 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,035,563 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$39,897 | PYOtherRevenueAmt |
| CY Other Revenue | $13,503 | CYOtherRevenueAmt |
| PY Total Revenue | $670,043,868 | PYTotalRevenueAmt |
| CY Total Revenue | $633,588,126 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,973,495 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $691,520 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $405,742,600 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $358,306,664 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $266,851,085 | PYOtherExpensesAmt |
| CY Other Expenses | $259,276,145 | CYOtherExpensesAmt |
| PY Total Expenses | $674,567,180 | PYTotalExpensesAmt |
| CY Total Expenses | $618,274,329 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,523,312 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,313,797 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $840,083,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $800,024,445 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $713,294,782 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $615,460,091 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $126,788,219 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $184,564,354 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE ENRICH LIVES TO CREATE HEALTHY COMMUNITIES THROUGH ACCESSIBLE, AFFORDABLE, COMPASSIONATE HEALTH CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $608,216,420 | ExpenseAmt |
| Grant | $691,520 | GrantAmt |
| Revenue | $575,836,657 | RevenueAmt |
| Desc | MARSHFIELD CLINIC, INC., FOUNDED IN 1916, IS A NOT-FOR-PROFIT GROUP MEDICAL PRACTICE ENGAGED IN PROVIDING HEALTHCARE, HEALTHCARE EDUCATION, MEDICAL RESEARCH, AND COMMUNITY SERVICE. MARSHFIELD CLINIC RESEARCH INSTITUTE, A DIVISION OF MARSHFIELD CLINIC, ENGAGES IN MEDICAL AND SCIENTIFIC RESEARCH AND THE PROMOTION OF PUBLIC HEALTH, MEDICAL EDUCATION, AND COMMUNITY SERVICE. | Desc |
| Total Program Service Expenses | $608,216,420 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1408 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANETTE TOWNSEND VP OF FINANCE | PersonNm |
| Phone | 7153875511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N OAK AVENUE | AddressLine1Txt |
| City | MARSHFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54449 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ALPA SHAH MD | |||||||||
| CHAIR | 38.00 | 5.00 | Yes (X) | Yes (X) | $294,888 | $0 | $10,485 | ||
| EDWARD FERNANDEZ MD | |||||||||
| VICE CHAIR - PART YEAR | 53.00 | 4.00 | Yes (X) | Yes (X) | $536,206 | $0 | $43,230 | ||
| ELVIS PETER MD | |||||||||
| VICE CHAIR | 53.00 | 4.00 | Yes (X) | Yes (X) | $855,841 | $0 | $46,401 | ||
| KENT RAY DO | |||||||||
| SECRETARY | 53.00 | 3.00 | Yes (X) | Yes (X) | $395,418 | $0 | $48,610 | ||
| JOHN NEAL MD | |||||||||
| TREASURER - PART YEAR | 52.00 | 3.00 | Yes (X) | Yes (X) | $518,663 | $0 | $49,488 | ||
| MATTHEW THOMAS MD | |||||||||
| TREASURER | 52.00 | 3.00 | Yes (X) | Yes (X) | $863,924 | $0 | $42,049 | ||
| TYLER DAHL MD | |||||||||
| BOARD MEMBER | 52.00 | 2.00 | Yes (X) | $908,550 | $0 | $40,730 | |||
| MATTHEW OELSTROM MD | |||||||||
| BOARD MEMBER | 52.00 | 2.00 | Yes (X) | $441,175 | $0 | $38,014 | |||
| JAYANTH VEDRE MD | |||||||||
| BOARD MEMBER | 52.00 | 2.00 | Yes (X) | $678,686 | $0 | $28,536 | |||
| BART ISAACSON MD | |||||||||
| BOARD MEMBER | 52.00 | 2.00 | Yes (X) | $287,416 | $0 | $33,958 | |||
| BARBARA BOYER MD | |||||||||
| BOARD MEMBER | 52.00 | 2.00 | Yes (X) | $415,567 | $0 | $44,927 | |||
| DAVID JUNKER MD | |||||||||
| BOARD MEMBER | 52.00 | 2.00 | Yes (X) | $833,402 | $0 | $51,188 | |||
| PATRICK WOLF DO | |||||||||
| BOARD MEMBER | 52.00 | 3.00 | Yes (X) | $343,977 | $0 | $39,691 | |||
| SUMITHRA TIRUNAGARAM MD | |||||||||
| BOARD MEMBER - PART YEAR | 52.00 | 2.00 | Yes (X) | $526,562 | $0 | $43,258 | |||
| SUSAN TURNEY MD | |||||||||
| MCHS CEO - PART YEAR | 1.00 | 54.00 | Yes (X) | $0 | $3,125,033 | $382,007 | |||
| BRIAN HOERNEMAN MD | |||||||||
| INTERIM MCHS CEO | 1.00 | 54.00 | Yes (X) | $0 | $848,741 | $40,127 | |||
| CATHY BUKOWSKI | |||||||||
| MCHS CFO - PART YEAR | 1.00 | 54.00 | Yes (X) | $0 | $725,840 | $23,393 | |||
| JEANETTE WOJTALEWICZ | |||||||||
| INTERIM MCHS CFO | 1.00 | 54.00 | Yes (X) | $0 | $116,564 | $0 | |||
| WILLIAM MELMS MD | |||||||||
| CHIEF MEDICAL OFFICER - PART YEAR | 1.00 | 54.00 | $0 | $1,053,823 | $21,091 | Yes (X) | |||
| SAMANTHA KLEBE DO | |||||||||
| CHIEF MEDICAL OFFICER | 1.00 | 54.00 | $0 | $515,015 | $29,993 | Yes (X) | |||
| KATHY BRESSLER | |||||||||
| MCHS COO | 1.00 | 54.00 | $0 | $839,857 | $28,816 | Yes (X) | |||
| JERARD JENSEN | |||||||||
| MCHS GENERAL COUNSEL | 1.00 | 54.00 | $0 | $983,883 | $44,933 | Yes (X) | |||
| VIVEKANANDA GONUGUNTA MD | |||||||||
| PHYSICIAN | 50.00 | 0.00 | $2,039,667 | $0 | $12,105 | Yes (X) | |||
| WILLIAM MCCORMICK MD | |||||||||
| PHYSICIAN | 50.00 | 0.00 | $1,204,382 | $0 | $46,171 | Yes (X) | |||
| ADEDAYO ONITILO MD | |||||||||
| PHYSICIAN | 50.00 | 0.00 | $1,777,779 | $0 | $40,127 | Yes (X) | |||
| ALICE LE HUU MD | |||||||||
| PHYSICIAN | 50.00 | 0.00 | $1,337,228 | $0 | $29,518 | Yes (X) | |||
| MOHAMMAD ALAOUA MD | |||||||||
| PHYSICIAN | 50.00 | 0.00 | $1,368,629 | $0 | $46,677 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $15,627,960 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,208,756 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,305,523 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 710 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MAYO MEDICAL LABORATORIES | |||||
| PO BOX 9146 | MINNEAPOLIS | MN | 55480 | LAB SERVICES | $2,018,688 |
| BOLDT CO | |||||
| 2121 E CAPITOL DRIVE | APPLETON | WI | 54911 | CONSTRUCTION | $1,906,692 |
| CIOX HEALTH LLC | |||||
| PO BOX 409669 | ATLANTA | GA | 30384 | PROFESSIONAL SERVICES | $1,245,807 |
| BECKMAN COULTER INC | |||||
| DEPT CH 10164 | PALATINE | IL | 60055 | LAB SERVICES | $932,285 |
| BECTON DICKINSON & CO | |||||
| 21588 NETWORK PLACE | CHICAGO | IL | 60673 | LAB SERVICES | $857,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 99 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,134,981 | RelatedOrganizationsAmt |
| Government Grants | $34,465,803 | GovernmentGrantsAmt |
| Total Contributions | $38,600,784 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INTERCOMPANY REVENUE | 621110 | $303,995,016 | $303,995,016 | |
| NET PATIENT SERVICE REVENUE | 621110 | $278,957,352 | $271,623,552 | $7,333,800 |
| MISC OTHER OPERATING REVENUE | 621110 | -$14,092 | -$14,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $582,938,276 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,288,519 | TotalRevenueColumnAmt |
| Exclusion | $7,288,519 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $296,312 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $282,809 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,503 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,503 | TotalRevenueColumnAmt |
| Exclusion | $13,503 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,291,916 | SecuritiesAmt |
| Other | $471,016 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,777,053 | SecuritiesAmt |
| Other | $238,835 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,514,863 | SecuritiesAmt |
| Other | $232,181 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,747,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $232,181 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,514,863 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $633,588,126 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $575,836,657 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,333,800 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,816,885 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $691,520 | TotalAmt |
| Program Services | $691,520 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,460,840 | TotalAmt |
| Program Services | $8,460,840 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,328,438 | TotalAmt |
| Program Services | $327,921,055 | ProgramServicesAmt |
| Management And General | $3,407,383 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,186,435 | TotalAmt |
| Program Services | $2,114,719 | ProgramServicesAmt |
| Management And General | $71,716 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,526,655 | TotalAmt |
| Program Services | $10,778,584 | ProgramServicesAmt |
| Management And General | $748,071 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,804,296 | TotalAmt |
| Program Services | $4,623,739 | ProgramServicesAmt |
| Management And General | $180,557 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,943 | TotalAmt |
| Management And General | $608,943 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,207,141 | TotalAmt |
| Program Services | $20,903,290 | ProgramServicesAmt |
| Management And General | $1,303,851 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873,869 | TotalAmt |
| Program Services | $868,053 | ProgramServicesAmt |
| Management And General | $5,816 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,182,148 | TotalAmt |
| Program Services | $6,058,777 | ProgramServicesAmt |
| Management And General | $123,371 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,007 | TotalAmt |
| Program Services | $306,320 | ProgramServicesAmt |
| Management And General | $687 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,936,451 | TotalAmt |
| Program Services | $1,934,094 | ProgramServicesAmt |
| Management And General | $2,357 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,394 | TotalAmt |
| Program Services | $690,968 | ProgramServicesAmt |
| Management And General | $33,426 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,864 | TotalAmt |
| Program Services | $13,915 | ProgramServicesAmt |
| Management And General | $15,949 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,293,135 | TotalAmt |
| Program Services | $22,293,135 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,017,102 | TotalAmt |
| Program Services | $20,017,102 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,257,311 | TotalAmt |
| Program Services | $3,257,311 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $172,477,672 | $172,453,163 | $24,509 |
| I/C PURCHASED SERVICES | $3,862,005 | $384,696 | $3,477,309 |
| EQUIPMENT REPAIRS | $2,185,275 | $2,184,663 | $612 |
| BAD DEBT EXPENSE | $2,126,406 | $2,126,406 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,422 | TotalAmt |
| Program Services | $134,070 | ProgramServicesAmt |
| Management And General | $53,352 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,274,329 | TotalAmt |
| Program Services | $608,216,420 | ProgramServicesAmt |
| Management And General | $10,057,909 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,630,771 | BOYAmt |
| EOY | $4,897,039 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,344,153 | BOYAmt |
| EOY | $22,700,411 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $788,595 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,524,834 | BOYAmt |
| EOY | $41,643,220 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,894,645 | BOYAmt |
| EOY | $17,874,334 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,988,705 | BOYAmt |
| EOY | $13,284,778 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,094,467 | BOYAmt |
| EOY | $3,603,271 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $582,616,566 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $319,324,544 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,093,829 | BOYAmt |
| EOY | $263,292,022 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,325,603 | BOYAmt |
| EOY | $228,052,409 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,084,297 | BOYAmt |
| EOY | $112,259,319 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,117,989 | BOYAmt |
| EOY | $90,204,732 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,691 | BOYAmt |
| EOY | $370,691 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,613,017 | BOYAmt |
| EOY | $1,053,624 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,083,001 | BOYAmt |
| EOY | $800,024,445 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,478,175 | BOYAmt |
| EOY | $272,522,256 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,949 | BOYAmt |
| EOY | $207,102 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,165,819 | BOYAmt |
| EOY | $229,328,890 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,451 | BOYAmt |
| EOY | $1,947 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,464,388 | BOYAmt |
| EOY | $113,399,896 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $713,294,782 | BOYAmt |
| EOY | $615,460,091 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,698,183 | BOYAmt |
| EOY | $183,474,318 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,090,036 | BOYAmt |
| EOY | $1,090,036 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,788,219 | BOYAmt |
| EOY | $184,564,354 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,083,001 | BOYAmt |
| EOY | $800,024,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,313,797 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,731,196 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $31,731,142 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH A, PART I: | FormAndLineReferenceDesc |
| Explanation | PER IRS INSTRUCTIONS FOR THE FORM 990, THE DEFINITION OF HOSPITALS FOR SCHEDULE A (FORM 990 OR 990-EZ), PART I, IS DIFFERENT FROM THE DEFINITION FOR SCHEDULE H (FORM 990), HOSPITALS. ACCORDINGLY, AN ORGANIZATION THAT CHECKS THIS BOX MAY OR MAY NOT BE REQUIRED TO COMPLETE SCHEDULE H (FORM 990). MARSHFIELD CLINIC IS NOT RECOGNIZED BY ANY STATE AS A HOSPITAL. THEREFORE, MARSHFIELD CLINIC IS NOT REQUIRED TO COMPLETE SCHEDULE H. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $3,527,576 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,835,049 | OtherCostOrOtherBasisAmt |
| Book Value | $22,835,049 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $509,204,920 | OtherCostOrOtherBasisAmt |
| Depreciation | $283,939,070 | DepreciationAmt |
| Book Value | $225,265,850 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,926,395 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,328,812 | DepreciationAmt |
| Book Value | $597,583 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,454,043 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,089,161 | DepreciationAmt |
| Book Value | $7,364,882 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,196,159 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,967,501 | DepreciationAmt |
| Book Value | $7,228,658 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $263,292,022 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LTD PTNSHP COMM INV | Desc |
| Book Value | $112,259,319 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $112,259,319 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN FHC | Desc |
| Book Value | $90,204,732 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $90,204,732 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $99,893,015 |
| MALPRACTICE CLAIMS RESERVE | $12,532,720 |
| SEVERANCE & SABBATICAL LIABILITY | $974,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $113,399,896 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE MISSION OF MARSHFIELD CLINIC IS TO SERVE PATIENTS THROUGH ACCESSIBLE, HIGH QUALITY HEALTH CARE, RESEARCH AND EDUCATION. AS PART OF SERVING PATIENTS, THE CLINIC STRIVES TO PROVIDE AN INVITING ATMOSPHERE TO TREAT PATIENTS AND ASSIST IN THE HEALING PROCESS. PLEASANT FACILITIES AND GROUNDS, PLUS APPROPRIATE WORKS OF ART ALL ASSIST IN THIS HEALING PROCESS, AS WELL AS SERVE TO ENHANCE THE CLINIC'S EDUCATIONAL MISSION BY DISPLAYING ART WORK FOR SCHOOL CHILDREN AS WELL AS PATIENTS AND VISITORS. |
| PART X, LINE 2: | THE ORGANIZATION APPLIES FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES (ASC 740), WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC 740 PRESCRIBES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. UNDER ASC 740, TAX POSITIONS WILL BE EVALUATED FOR RECOGNITION, DERECOGNITION, AND MEASUREMENT USING CONSISTENT CRITERIA AND WILL PROVIDE MORE INFORMATION ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. THE SYSTEM HAS DETERMINED THAT IT DOESN'T HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 OR DECEMBER 31, 2022. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $691,253 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $691,253 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $691,253 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILY HEALTH CENTER OF MARSHFIELD INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N OAK AVE | AddressLine1Txt |
| City | MARSHFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54449 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 391681547 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $691,520 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MARSHFIELD CLINIC, INC. PROVIDES ASSISTANCE (PRIMARILY CONTRIBUTIONS) TO A VARIETY OF ORGANIZATIONS, ALL OF WHICH ARE 501(C)(3). MARSHFIELD CLINIC MAKES DETERMINATIONS ON GRANTS AND OTHER ASSISTANCE BASED ON THE RECIPIENT ORGANIZATION'S MISSION, REPUTATION, AND THE ORGANIZATION'S INTENDED USE OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN TURNEY MD | ||||||||||||||
| MCHS CEO - PART YEAR | $0 | $1,225,308 | $0 | $450,000 | $0 | $1,449,725 | $0 | $361,730 | $0 | $20,277 | $0 | $3,507,040 | $0 | $264,534 |
| VIVEKANANDA GONUGUNTA MD | ||||||||||||||
| PHYSICIAN | $2,002,922 | $0 | $273 | $0 | $36,472 | $0 | $9,900 | $0 | $2,205 | $0 | $2,051,772 | $0 | $0 | $0 |
| ADEDAYO ONITILO MD | ||||||||||||||
| PHYSICIAN | $1,742,147 | $0 | $0 | $0 | $35,632 | $0 | $9,900 | $0 | $30,227 | $0 | $1,817,906 | $0 | $0 | $0 |
| MOHAMMAD ALAOUA MD | ||||||||||||||
| PHYSICIAN | $1,351,463 | $0 | $5,000 | $0 | $12,166 | $0 | $9,900 | $0 | $36,777 | $0 | $1,415,306 | $0 | $0 | $0 |
| ALICE LE HUU MD | ||||||||||||||
| PHYSICIAN | $1,185,376 | $0 | $149,446 | $0 | $2,406 | $0 | $9,900 | $0 | $19,618 | $0 | $1,366,746 | $0 | $0 | $0 |
| WILLIAM MCCORMICK MD | ||||||||||||||
| PHYSICIAN | $1,109,113 | $0 | $60,183 | $0 | $35,086 | $0 | $9,900 | $0 | $36,271 | $0 | $1,250,553 | $0 | $0 | $0 |
| WILLIAM MELMS MD | ||||||||||||||
| CHIEF MEDICAL OFFICER - PART YEAR | $0 | $206,266 | $0 | $152,673 | $0 | $694,884 | $0 | $9,900 | $0 | $11,191 | $0 | $1,074,914 | $0 | $0 |
| JERARD JENSEN | ||||||||||||||
| MCHS GENERAL COUNSEL | $0 | $811,898 | $0 | $148,695 | $0 | $23,290 | $0 | $9,900 | $0 | $35,033 | $0 | $1,028,816 | $0 | $0 |
| TYLER DAHL MD | ||||||||||||||
| BOARD MEMBER | $761,771 | $0 | $111,693 | $0 | $35,086 | $0 | $9,900 | $0 | $30,830 | $0 | $949,280 | $0 | $0 | $0 |
| MATTHEW THOMAS MD | ||||||||||||||
| TREASURER | $812,848 | $0 | $8,320 | $0 | $42,756 | $0 | $9,900 | $0 | $32,149 | $0 | $905,973 | $0 | $0 | $0 |
| ELVIS PETER MD | ||||||||||||||
| VICE CHAIR | $820,410 | $0 | $0 | $0 | $35,431 | $0 | $9,900 | $0 | $36,501 | $0 | $902,242 | $0 | $0 | $0 |
| BRIAN HOERNEMAN MD | ||||||||||||||
| INTERIM MCHS CEO | $0 | $741,668 | $0 | $73,943 | $0 | $33,130 | $0 | $9,900 | $0 | $30,227 | $0 | $888,868 | $0 | $0 |
| DAVID JUNKER MD | ||||||||||||||
| BOARD MEMBER | $792,770 | $0 | $5,000 | $0 | $35,632 | $0 | $9,900 | $0 | $41,288 | $0 | $884,590 | $0 | $0 | $0 |
| KATHY BRESSLER | ||||||||||||||
| MCHS COO | $0 | $729,760 | $0 | $58,468 | $0 | $51,629 | $0 | $9,900 | $0 | $18,916 | $0 | $868,673 | $0 | $0 |
| CATHY BUKOWSKI | ||||||||||||||
| MCHS CFO - PART YEAR | $0 | $571,918 | $0 | $9,200 | $0 | $144,722 | $0 | $9,900 | $0 | $13,493 | $0 | $749,233 | $0 | $0 |
| JAYANTH VEDRE MD | ||||||||||||||
| BOARD MEMBER | $454,636 | $0 | $188,964 | $0 | $35,086 | $0 | $9,900 | $0 | $18,636 | $0 | $707,222 | $0 | $0 | $0 |
| EDWARD FERNANDEZ MD | ||||||||||||||
| VICE CHAIR - PART YEAR | $349,775 | $0 | $148,993 | $0 | $37,438 | $0 | $9,900 | $0 | $33,330 | $0 | $579,436 | $0 | $0 | $0 |
| SUMITHRA TIRUNAGARAM MD | ||||||||||||||
| BOARD MEMBER - PART YEAR | $396,376 | $0 | $117,465 | $0 | $12,721 | $0 | $9,900 | $0 | $33,358 | $0 | $569,820 | $0 | $0 | $0 |
| JOHN NEAL MD | ||||||||||||||
| TREASURER - PART YEAR | $483,495 | $0 | $2,615 | $0 | $32,553 | $0 | $9,900 | $0 | $39,588 | $0 | $568,151 | $0 | $0 | $0 |
| SAMANTHA KLEBE DO | ||||||||||||||
| CHIEF MEDICAL OFFICER | $0 | $466,567 | $0 | $21,085 | $0 | $27,363 | $0 | $9,900 | $0 | $20,093 | $0 | $545,008 | $0 | $0 |
| MATTHEW OELSTROM MD | ||||||||||||||
| BOARD MEMBER | $333,083 | $0 | $97,579 | $0 | $10,513 | $0 | $9,900 | $0 | $28,114 | $0 | $479,189 | $0 | $0 | $0 |
| BARBARA BOYER MD | ||||||||||||||
| BOARD MEMBER | $397,095 | $0 | $4,500 | $0 | $13,972 | $0 | $9,900 | $0 | $35,027 | $0 | $460,494 | $0 | $0 | $0 |
| KENT RAY DO | ||||||||||||||
| SECRETARY | $382,286 | $0 | $0 | $0 | $13,132 | $0 | $9,900 | $0 | $38,710 | $0 | $444,028 | $0 | $0 | $0 |
| PATRICK WOLF DO | ||||||||||||||
| BOARD MEMBER | $312,010 | $0 | $19,085 | $0 | $12,882 | $0 | $9,900 | $0 | $29,791 | $0 | $383,668 | $0 | $0 | $0 |
| BART ISAACSON MD | ||||||||||||||
| BOARD MEMBER | $271,450 | $0 | $5,000 | $0 | $10,966 | $0 | $8,597 | $0 | $25,361 | $0 | $321,374 | $0 | $0 | $0 |
| ALPA SHAH MD | ||||||||||||||
| CHAIR | $284,161 | $0 | $0 | $0 | $10,727 | $0 | $8,525 | $0 | $1,960 | $0 | $305,373 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION MAY OCCASIONALLY REIMBURSE OR PROVIDE A HOUSING ALLOWANCE FOR KEY EXECUTIVES IN ORDER TO ASSIST WITH RELOCATING TO THE AREA. THE ORGANIZATION MAY ALSO CONTRIBUTE TO OR REIMBURSE FOR HEALTH AND SOCIAL CLUB DUES AS DEEMED NECESSARY IN ORDER TO SUPPORT A BUSINESS NEED. |
| PART I, LINE 3 | THE MARSHFIELD CLINIC HEALTH SYSTEM'S (MCHS) INDEPENDENT COMPENSATION COMMITTEE (THE COMMITTEE) HAS FINAL AUTHORITY FOR APPROVING COMPENSATION AND BENEFITS OF ALL DISQUALIFIED PERSONS EMPLOYED BY ANY OF THE ORGANIZATIONS IN THE SYSTEM. THE COMMITTEE USES COMBINATIONS OF THE FOLLOWING TO EVALUATE COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE, AND WRITTEN EMPLOYMENT CONTRACTS. |
| PART I, LINES 4A-B | LINE 4A: IN 2023, SUSAN TURNEY, MD RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $614,466, WILLIAM MELMS, MD RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $610,615, AND CATHY BUKOWSKI RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $82,431. LINE 4B: THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN AND RECEIVED A DISTRIBUTION FROM OR HAD AMOUNTS VEST IN THE PLAN: SUSAN TURNEY, MD - $275,424 THE FOLLOWING INDIVIDUALS PARTICATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN BUT DID NOT RECEIVE A DISTRIBUTION OR HAVE AN AMOUNT VEST IN THE PLAN. UNDER THE PLAN, AMOUNTS DO NOT VEST UNTIL TWO YEARS AFTER SEPARATION FROM THE ORGANIZATION: WILLIAM MELMS, MD ALPA SHAH, MD EDWARD FERNANDEZ, MD MATTHEW THOMAS, MD JERARD JENSEN TYLER DAHL, MD ELVIS PETER, MD PATRICK WOLF, DO MATTHEW OELSTROM, MD JOHN NEAL, MD BART ISAACSON, MD JAYANTH VEDRE, MD KENT RAY, DO BRIAN HOERNEMAN, MD CATHY BUKOWSKI BARBARA BOYER, MD SUMITHRA TIRUNAGARAM, MD VIVEKANANDA GONUGUNTA, MD SAMANTHA KLEBE, DO ADEDAYO ONITILO, MD WILLIAM MCCORMICK, MD MOHAMMAD ALAOUA, MD DAVID JUNKER, MD |
| PART I, LINE 7 | SEVERAL INDIVIDUALS MAY RECEIVE INCENTIVE COMPENSATION BASED ON A VARIETY OF FACTORS, INCLUDING NOT ONLY FINANCIAL MEASURES SUCH AS REVENUE GROWTH OR EARNINGS, BUT ALSO QUALITY, SERVICE, MARKET EXPANSION, COMMUNITY & EMPLOYEE ENGAGEMENT, AND OTHER OUTCOMES OR EXPECTATIONS SET BY THE BOARD AND/OR CEO. ANY PERFORMANCE BONUS IS SUBJECT TO REVIEW BY THE SYSTEM'S INDEPENDENT COMPENSATION COMMITTEE FOR REASONABLENESS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SHANA VIFIAN RAY MD | |||
| FAMILY RELATIONSHIP WITH BOARD MEMBER KENT RAY, DO | $541,044 | COMPENSATION | 0 |
| MILIND SHAH MD | |||
| FAMILY RELATIONSHIP WITH BOARD MEMBER ALPA SHAH, MD | $968,265 | COMPENSATION | 0 |
| TANYA HOERNEMAN MD | |||
| FAMILY RELATIONSHIP WITH INTERIM MCHS CEO BRIAN HOERNEMAN, MD | $110,144 | COMPENSATION | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 4: | MARSHFIELD CLINIC HEALTH SYSTEM (INCLUDING MARSHFIELD CLINIC) IS A MEMBER OF VARIOUS HEALTHCARE ASSOCIATIONS (I.E. WISCONSIN HOSPITAL ASSOCIATION) THAT MAY PERFORM SOME LOBBYING ACTIVITY. ALL ASSOCIATED DUES ARE DISCLOSED ON THE FORM 990 OF MARSHFIELD CLINIC HEALTH SYSTEM, INC. |
| FORM 990, PART V, LINE 1C: | COMPENSATION REPORTED FOR THE INDEPENDENT CONTRACTORS HAS BEEN PAID BY A RELATED ORGANIZATION AND CENTRAL PURCHASING ORGANIZATION, MARSHFIELD CLINIC HEALTH SYSTEM, EIN 46-1495343. COMPENSATION REPORTED REPRESENTS SERVICES SOLELY PROVIDED TO MARSHFIELD CLINIC, INC SO IS INCLUDED AS IF PAID BY THE ORGANIZATION. MARSHFIELD CLINIC HEALTH SYSTEM HAS COMPLIED WITH A/P FILING REQUIREMENTS. |
| PART V, LINE 2A: | ALL PERSONNEL SERVICES FOR MARSHFIELD CLINIC, INC. ARE PERFORMED BY EMPLOYEES OF MARSHFIELD CLINIC HEALTH SYSTEM, INC. ALL PHYSICIAN SERVICES FOR MARSHFIELD CLINIC, INC. ARE PERFORMED BY EMPLOYEES OF MARSHFIELD CLINIC, INC. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION HAS TWO CLASSES OF MEMBERS: (I) CLASS A MEMBERS, WHO SHALL BE INDIVIDUALS MEETING THE REQUIREMENTS SET FORTH IN THE CORPORATION'S BYLAWS, AND (II) A SINGLE CLASS B MEMBER, MARSHFIELD CLINIC HEALTH SYSTEM, INC., WHICH SHALL BE THE SOLE CORPORATE MEMBER. CLASS A MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY AND APPROVE CERTAIN SIGNIFICANT DECISIONS OF THE GOVERNING BODY. THE CLASS B MEMBER HAS THE RIGHT TO APPROVE CERTAIN SIGNIFICANT DECISIONS OF THE GOVERNING BODY AND TO RECEIVE THE REMAINING ASSETS OF THE CORPORATION (OR DIRECT DISTRIBUTION OF THE ASSETS TO OTHER 501(C)(3) ORGANIZATIONS) UPON DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 7A | CLASS A MEMBERS HAVE THE RIGHT TO ELECT THE ORGANIZATION'S OFFICERS AND DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL MEMBERS HAVE THE RIGHT TO APPROVE ANY CHANGES TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS AND TO APPROVE ANY DISSOLUTION OR LIQUIDATION OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | MARSHFIELD CLINIC HEALTH SYSTEM, INC. ENGAGES A PUBLIC ACCOUNTING FIRM TO PREPARE AND REVIEW THE FORM 990 IN ADDITION TO REVIEW BY THE SYSTEM CFO, VP OF FINANCE AND TAX DEPARTMENT. PRIOR TO FILING THE FORM WITH THE IRS, THE CFO AND HIS/HER DESIGNEE WILL PROVIDE TO EACH MEMBER OF THE SYSTEM'S AUDIT AND COMPLIANCE COMMITTEE (A SUBCOMMITTEE OF THE BOARD OF DIRECTORS) A COPY IN ELECTRONIC OR PAPER FORM OF THE COMPLETED FORM 990 (AND ALL REQUIRED SCHEDULES) FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, BOARD DIRECTORS, AND KEY EMPLOYEES OF EVERY MARSHFIELD CLINIC HEALTH SYSTEM (MCHS) ENTITY, AS WELL AS ANY OTHER PERSON DESIGNATED BY THE AUDIT AND COMPLIANCE COMMITTEE (ACC) TO BE A REQUIRED REPORTER BY VIRTUE OF HIS OR HER POSITION AT A SYSTEM ENTITY, SHALL ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. SUCH FORMS SHALL BE DISTRIBUTED AND RECORDED BY THE SYSTEM'S DESIGNATED COMPLIANCE OFFICER. ALL FINANCIAL INTERESTS DISCLOSED AS PART OF THE ANNUAL DISCLOSURE PROCESS SHALL BE REVIEWED BY THE ACC. THE ACC SHALL INFORM THE BOARD OF DISCLOSED FINANCIAL INTERESTS WHICH MAY BEAR UPON OR RELATE TO A TRANSACTION UPON WHICH THE BOARD OR ANOTHER BOARD, COMMITTEE OR OTHER BODY OF A SYSTEM ENTITY, MAY DELIBERATE OR ACT. IN ADDITION TO THE ANNUAL DISCLOSURES, IF AT ANY TIME BETWEEN ANNUAL DISCLOSURES, A REQUIRED REPORTER BECOMES AWARE THAT THE BOARD, OR A BOARD, COMMITTEE OR OTHER BODY, OF ANY SYSTEM ENTITY MAY DELIBERATE OR ACT UPON ANY TRANSACTION THAT MAY HAVE ANY BEARING OF ANY KIND UPON, OR MAY RELATE IN ANY MANNER TO, AN EXISTING, INTENDED OR EXPECTED FINANCIAL INTEREST OF THE REQUIRED REPORTER, HE OR SHE SHALL DISCLOSE THE FINANCIAL INTEREST TO THE RELEVANT SYSTEM ENTITY BOARD, COMMITTEE OR BODY CHAIR, AS WELL AS TO THE SYSTEM'S COMPLIANCE OFFICER, IN ADVANCE OF ANY DELIBERATIONS OR ACTION, WRITTEN DISCLOSURE OF THE EXISTENCE, NATURE AND EXTENT OF HIS OR HER FINANCIAL INTEREST. ALL WRITTEN OR ORAL DISCLOSURES OF FINANCIAL INTERESTS SHALL BE RECORDED IN THE MINUTES OF THE BOARD AND BY THE OFFICE OF THE COMPLIANCE OFFICER. THE COMPLIANCE OFFICER SHALL DISCLOSE THE COMPLETED FORMS AS NECESSARY TO THOSE MCHS EMPLOYEES RESPONSIBLE FOR COMPLETION OF THE IRS FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SYSTEM'S INDEPENDENT COMPENSATION COMMITTEE (COMPENSATION COMMITTEE) SHALL HAVE FINAL AUTHORITY FOR APPROVING COMPENSATION AND BENEFITS OF ALL DISQUALIFIED PERSONS (AS THAT TERM IS DEFINED IN 4958 OF THE INTERNAL REVENUE CODE (THE CODE)) EMPLOYED BY THE CORPORATION, INCLUDING BUT NOT LIMITED TO THE CORPORATION'S CEO. THE TERM DISQUALIFIED PERSONS INCLUDES (BUT IS NOT LIMITED TO) ANY PERSON (OR THE PERSON'S FAMILY MEMBER) WHO WAS, AT ANY TIME DURING THE 5-YEAR PERIOD ENDING ON THE DATE OF THE TRANSACTION, IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ORGANIZATION. IT SHALL BE THE RESPONSIBILITY OF THE COMPENSATION COMMITTEE TO INSURE THAT THE SYSTEM DOES NOT PAY AN AMOUNT THAT EXCEEDS REASONABLE COMPENSATION FOR ANY DISQUALIFIED PERSON. THE COMPENSATION COMMITTEE AND ITS OPERATING PROCEDURES SHALL BE DESIGNED TO ESTABLISH THE REBUTTABLE PRESUMPTION OF REASONABLENESS OF COMPENSATION OUTLINED IN TREASURY REG. SEC. 53.4958-6 WITH RESPECT TO EACH DISQUALIFIED PERSON. IN DETERMINING REASONABLENESS OF COMPENSATION, THE COMPENSATION COMMITTEE SHALL EVALUATE APPROPRIATE INFORMATION AS TO COMPARABILITY OF COMPENSATION, INCLUDING BUT NOT LIMITED TO: COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR COMPARABLE POSITIONS; THE AVAILABILITY OF SIMILAR SERVICES IN THE SYSTEM'S GEOGRAPHIC AREA; CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS; AND ACTUAL WRITTEN JOB OFFERS FROM SIMILAR INSTITUTIONS. THE COMPENSATION COMMITTEE SHALL HAVE INDEPENDENT AUTHORITY TO OBTAIN OUTSIDE EXPERT OPINIONS ON THE REASONABLENESS AND FAIR MARKET VALUE OF COMPENSATION AND GATHER OTHER INFORMATION IT CONSIDERS NECESSARY OR APPROPRIATE TO MAKE ITS DECISIONS ON COMPENSATION. THE COMPENSATION COMMITTEE SHALL TIMELY DOCUMENT ITS DETERMINATION OF REASONABLENESS OF COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | MARSHFIELD CLINIC, INC. DOES NOT MAKE ITS CURRENT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UNLESS INCLUDED AS PART OF A FORM THAT IS REQUIRED TO BE PUBLICLY AVAILABLE. |
| FORM 990, PART XI, LINE 9: | EQUITY INCOME FROM DTC 5,330. EQUITY INCOME ADJUSTMENT - FHC -5,468,170. NET ASSET TRANSFERS WITH RELATED ORGANIZATIONS 37,193,982. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SECURITY HEALTH PLAN OF WISCONSIN INC | |||||||||||
| 1515 N ST JOSEPH AVE | MARSHFIELD | WI | 54449 | 391572880 | HMO | WI | 501(C)(4) | N/A | MCHS | 0 | |
| FLAMBEAU HOSPITAL INC | |||||||||||
| 98 SHERRY AVE | PARK FALLS | WI | 54552 | 390973724 | HOSPITAL | WI | 501(C)(3) | LINE 3 | MCHS HOSP | 0 | |
| LAKEVIEW MEDICAL CENTER INC | |||||||||||
| 1700 W STOUT ST | RICE LAKE | WI | 54868 | 390837206 | HOSPITAL | WI | 501(C)(3) | LINE 3 | MCHS HOSP | 0 | |
| MARSHFIELD CLINIC HEALTH SYSTEM INC | |||||||||||
| 1000 N OAK AVE | MARSHFIELD | WI | 54449 | 461495343 | SUPPORT ORG | WI | 501(C)(3) | LINE 12D, III-O | 0 | N/A | |
| VOLUNTEER PARTNERS OF LAKEVIEW MEDICAL | |||||||||||
| 1700 W STOUT ST | RICE LAKE | WI | 54868 | 391329084 | SUPPORT ORG | WI | 501(C)(3) | LINE 12D, III-O | 0 | N/A | |
| FAMILY HEALTH CENTER OF MARSHFIELD INC | |||||||||||
| 1000 N OAK AVE | MARSHFIELD | WI | 54449 | 391681547 | COM HLTH CTR | WI | 501(C)(3) | LINE 7 | 0 | N/A | |
| MCHS HOSPITALS INC | |||||||||||
| 1000 N OAK AVE | MARSHFIELD | WI | 54449 | 810977948 | HOSPITAL | WI | 501(C)(3) | LINE 3 | MCHS | 0 | |
| MCHS FOUNDATION INC | |||||||||||
| 1000 N OAK AVE | MARSHFIELD | WI | 54449 | 812822823 | PHILANTHROPY | WI | 501(C)(3) | LINE 7 | MCHS | 0 | |
| BEAVER DAM COMMUNITY HOSPITALS INC | |||||||||||
| 707 S UNIVERSITY AVE | BEAVER DAM | WI | 53916 | 391157876 | HOSPITAL | WI | 501(C)(3) | LINE 3 | MCHS HOSP | 0 | |
| MEMORIAL HOSPITAL INC | |||||||||||
| N3708 RIVER AVE | NEILLSVILLE | WI | 54456 | 390806828 | HOSPITAL | WI | 501(C)(3) | LINE 3 | MCHS HOSP | 0 | |
| DICKINSON COUNTY HEALTHCARE SYSTEM | |||||||||||
| 1721 S STEPHENSON AVE | IRON MOUNTAIN | MI | 49801 | 382780429 | HOSPITAL | MI | 501(C)(3) | LINE 3 | MCHS HOSP | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DIAGNOSTIC & TREATMENT CENTER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 CRANBERRY BLVD | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54476 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200691634 | EIN |
| Primary Activities | MEDICAL SVCS | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $5,330 | ShareOfTotalIncomeAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECURITY HEALTH PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $18,061,467 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH R, PART I: | FormAndLineReferenceDesc |
| Explanation | MARSHFIELD CLINIC HEALTH SYSTEM, INC. (A 501(C)3 ORGANIZATION) IS THE PARENT ORGANIZATION OF MARSHFIELD CLINIC, INC. THE FOLLOWING COMPANIES ARE RELATED TO MARSHFIELD CLINIC, INC. THROUGH BROTHER/SISTER RELATIONSHIPS DUE TO A COMMON PARENT ORGANIZATION: SECURITY HEALTH PLAN OF WISCONSIN, INC. MCHS HOSPITALS, INC. MARSHFIELD CLINIC HEALTH SYSTEM FOUNDATION, INC. | ExplanationTxt |
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