THE MONROE CLINIC INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: THE MONROE CLINIC INC (EIN 39-0808509)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-14
IRS object ID: 201313189349306416
Schema version: 2012v2.0
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 C
Schedule D
Schedule H
Schedule J
Schedule K
Schedule L
Schedule O
Schedule R
Reasonable Cause Explanation

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-14T15:57:21-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	390808509	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE MONROE CLINIC INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MONR	NameControl
Phone	6083241357	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 22ND AVENUE	AddressLine1
City	MONROE	City
State	WI	State
ZIP Code	53566	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	James Nemeth	Name
Title	CFO	Title
Phone	6083242775	Phone
Date Signed	2013-11-08	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	James Nemeth	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	515 22ND AVENUE	AddressLine1
City	MONROE	City
State	WI	State
ZIP Code	53566	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	161245522	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.MONROECLINIC.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1963	YearFormation
State Legal Domicile	WI	StateLegalDomicile
Activity Or Mission Description	THE MONROE CLINIC, INC. PROVIDES HEALTHCARE SERVICES TO A RURAL AREA NEEDING MEDICAL SERVICES REGARDLESS OF ANY INDIVIDUAL'S ABILITY TO PAY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	15	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	7	NbrIndependentVotingMembers
Total Nbr Employees	1368	TotalNbrEmployees
Total Nbr Volunteers	176	TotalNbrVolunteers
Total Gross UBI	1129972	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	110180	ContributionsGrantsPriorYear
Contributions Grants Current Year	535335	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	152933738	ProgramServiceRevenuePriorYear
Program Service Revenue CY	162838333	ProgramServiceRevenueCY
Investment Income Prior Year	984947	InvestmentIncomePriorYear
Investment Income Current Year	266741	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	-2475044	OtherRevenueCurrentYear
Total Revenue Prior Year	154028865	TotalRevenuePriorYear
Total Revenue Current Year	161165365	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	90145758	SalariesEtcPriorYear
Salaries Etc Current Year	95767538	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	57410097	OtherExpensePriorYear
Other Expenses Current Year	61767107	OtherExpensesCurrentYear
Total Expenses Prior Year	147555855	TotalExpensesPriorYear
Total Expenses Current Year	157534645	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	6473010	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	3630720	RevenuesLessExpensesCY
Total Assets BOY	238050691	TotalAssetsBOY
Total Assets EOY	244550154	TotalAssetsEOY
Total Liabilities BOY	109077457	TotalLiabilitiesBOY
Total Liabilities EOY	107867139	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	128973234	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	136683015	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	WORKING TOGETHER TO ACHIEVE THE HIGHEST STANDARDS IN HEALTHCARE, WE CREATE HEALTHY COMMUNITIES THROUGH GOD'S HEALING SPIRIT. VISION: EXCEPTIONAL HEALTHCARE; EXCEPTIONAL EXPERIENCE.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	128241470	Expense
Grants	0	Grants
Revenue	161708361	Revenue
Description	MONROE CLINIC IS AN INTEGRATED, COMPREHENSIVE HEALTHCARE ORGANIZATION. THROUGH THE SPONSORSHIP OF THE CONGREGATION OF SISTERS OF ST. AGNES, CSA, MONROE CLINIC IS ANINTEGRAL PART OF THE CATHOLIC CHURCH HEALING MINISTRY. PATIENTS FROM THROUGHOUT SOUTHERN WISCONSIN AND NORTHERN ILLINOIS CHOOSE MONROE CLINIC BECAUSE WE HELP PATIENTS GET WELL FASTER AND STAY HEALTHIER LONGER. WE OFFER SERVICES CENTERED ON OUR PATIENTS AND PLACE QUALITY AND CUSTOMER SATISFACTION AS OUR TOP PRIORITIES. MONROE CLINIC UTILIZES STATE OF THE ART EQUIPMENT AND TECHNOLOGY FOR DIAGNOSIS AND TREATMENT, FOCUSING ON HIGH QUALITY MEDICAL CARE. MONROE CLINIC IS COMPRISED OF A FULL SERVICE HOSPITAL THAT IS FULLY INTEGRATED WITH A MULTI-SPECIALTY CLINIC AS WELL AS NUMEROUS OTHER PHYSICIAN CLINIC LOCATIONS. MONROE CLINIC HAS 11 CLINICS IN VARIOUS LOCATIONS.	Description
Total Of Other Program Service Exp	0	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	0	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	0	TotalOfOtherProgramServiceRev
Total Program Service Expense	128241470	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	1	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	1	Hospital
Financial Stmt Attached	1	FinancialStmtAttached
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	1	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	75	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	1368	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	15	NbrVotingGoverningBodyMembers
Number Independent Voting Members	7	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	1	InvestmentInJointVenture
Written Policy Or Procedure	1	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	WI	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	JIM NEMETH	NamePerson
Telephone Number	6083242775	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	515 22ND AVENUE	AddressLine1
City	MONROE	City
State	WI	State
ZIP Code	53566	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (24 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
JAMES LEE
DIRECTOR	3	X	0	0	0
WILLIAM OEMICHEN
VICE-CHAIRPERSON/TREASURER	3	X	0	0	0	X
ANTHONY ROGERSON
PHYSICIAN/SECRETARY	50	X	493184	0	52069	X
MICHAEL SANDERS
PRESIDENT/CEO	50	X	577895	0	276150	X	2
MARK THOMPSON
MEDICAL DIRECTOR	50	X	335548	0	136302			X
SISTER MARY NOEL BROWN
DIRECTOR	3	X	0	0	0		2
CHARLES DEARTH
DIRECTOR	3	X	0	0	0
DAVID DEININGER
CHAIRPERSON	3	X	0	0	0	X
JOHN FREY
PHYSICIAN/DIRECTOR	50	X	246522	0	47085
MIKE GREENFIELD
DIRECTOR	3	X	0	0	0	X
PATRICIA JAMES
DIRECTOR	3	X	0	0	0
RACHEL LONG
PHYSICIAN/DIRECTOR	50	X	146173	0	35118
CHRISTINE WELLINGTON
DIRECTOR	3	X	0	0	0
SISTER JOMARIE ZIELKE
DIRECTOR	3	X	0	0	0
AMY SIMANTEL
PHYSICIAN/CHIEF OF STAFF	50	X	165274	0	32442
JULIE WILKE
VP/CFO	50		305295	0	122063			X
PAULA RAIBLEY-ELMER
VP/CHIEF NURSING OFFICER	50		219225	0	86072			X
JANE WELDON
VP/CLINICAL OPERATIONS	50		232475	0	50727			X
LUCINDA WERKHEISER
VP/SERVICE EXCELLENCE	50		163034	0	71538			X
LANCE SATHOFF
PHYSICIAN/ORTHOPEDIC SURGEON	50		894730	0	61717				X
NICHOLAS MAXWELL
PHYSICIAN/GENERAL SURGEON	50		892012	0	60162				X
ANDREW RIKKERS
PHYSICIAN/GENERAL SURGEON	50		870633	0	67888				X
JOHN BAZLEY
PHYSICIAN/OB/GYN	50		619614	0	53097		2		X
NATHAN MOORE
PHYSICIAN/UROLOGY	50		518685	0	33773				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	6680299	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	1186203	TotalOtherCompensation
Number Individuals GT100 K	15	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
MAX OLESEVICH MD
3318 AUGUSTA LANE	ONALASKA	WI	54650	EMERGENCY PHYSICIAN SERVICES	145700
ARUP LABORATORIES
PO BOX 27964	SALT LAKE CITY	UT	84127	LAB SERVICES	212590
UW MEDICAL FOUNDATION
600 HIGHLAND AVE	MADISON	WI	53792	PHYSICIAN ONCOLOGY SERVICES	453736
AMERICAN HEALTHCARE SERVICES ASSOC
PO BOX 945	TRAVERSE CITY	MI	49681	TEMPORARY STAFF	691653

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	4	NumberOfContractorsGT100K
Federated Campaigns	0	FederatedCampaigns
Membership Dues	0	MembershipDues
Fundraising Events	0	FundraisingEvents
Related Organizations	136170	RelatedOrganizations
Government Grants	500	GovernmentGrants
All Other Contributions	398665	AllOtherContributions
Noncash Contributions	120000	NoncashContributions
Total Contributions	535335	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
NET PATIENT REVENUE	900099	154093266	154093266	0	$0
OTHER OPERATING REVENUE	561499	7615095	7615095	0	$0
NON-PATIENT SERVICES	621990	1121178	0	1121178	$0
LAUNDRY SERVICES	812320	8794	0	8794	$0

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	162838333	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	405907	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$405,907	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	-59009	Securities
Other	0	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	0	Securities
Other	80157	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-59009	Securities
Other	-80157	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-139166	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	-$139,166	ExclusionAmount

Field	Value	IRS element (for citing)
Cntrbtns Rprtd Fundraising Events	0	CntrbtnsRprtdFundraisingEvents

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	LOSS ON EXTINGUISHMENT OF DEBT	Description
Business Code	900099	BusinessCode
Total Revenue Column	-2475044	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	-$2,475,044	ExclusionAmount

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	-2475044	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	161165365	TotalRevenueColumn
Related Or Exempt Function Income	161708361	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	1129972	UnrelatedBusinessRevenue
Exclusion	-$2,208,303	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	4466905	Total
Program Services	3870126	ProgramServices
Management And General	596779	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	72619156	Total
Program Services	62917237	ProgramServices
Management And General	9701919	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	3298711	Total
Program Services	2887113	ProgramServices
Management And General	411598	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	10647031	Total
Program Services	8557119	ProgramServices
Management And General	2089912	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	4735735	Total
Program Services	4057554	ProgramServices
Management And General	678181	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	99609	Total
Management And General	99609	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	48000	Total
Management And General	48000	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total
Fundraising	0	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	7985084	Total
Program Services	5236374	ProgramServices
Management And General	2748710	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	24327665	Total
Program Services	23850766	ProgramServices
Management And General	476899	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	2781854	Total
Program Services	1761287	ProgramServices
Management And General	1020567	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	959753	Total
Program Services	801630	ProgramServices
Management And General	158123	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	2881724	Total
Program Services	2881724	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	10904795	Total
Program Services	5956451	ProgramServices
Management And General	4948344	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
REPAIRS AND MAINTENANCE	4108298	1838236	2270062	0
DUES AND SUBSCRIPTIONS	1314864	839092	475772
MISCELLANEOUS	6355461	2786761	3568700

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	157534645	Total
Program Services	128241470	ProgramServices
Management And General	29293175	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	83752	BOY
EOY	113365	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	40172466	BOY
EOY	37262394	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	24315844	BOY
EOY	21885579	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	2529333	BOY
EOY	2808434	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	3926906	BOY
EOY	3550031	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	222845719	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	105238224	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	110835805	BOY
EOY	117607495	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	38175542	BOY
EOY	43664145	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	479307	BOY
EOY	334154	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	17531736	BOY
EOY	17324557	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	238050691	BOY
EOY	244550154	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	21435412	BOY
EOY	19364508	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	81979538	BOY
EOY	81997346	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	785684	BOY
EOY	79370	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	4876823	BOY
EOY	6425915	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	109077457	BOY
EOY	107867139	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	128856007	BOY
EOY	136565788	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	117227	BOY
EOY	117227	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	128973234	BOY
EOY	136683015	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	238050691	BOY
EOY	244550154	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	3630720	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	3620084	ReconciliationUnrealizedInvest
Reconcilation Donated Services	0	ReconcilationDonatedServices
Reconcilation Invest Expenses	0	ReconcilationInvestExpenses
Reconcilation Prior Adjustment	0	ReconcilationPriorAdjustment
Reconcilation Other Changes	458977	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	1	Volunteers
Paid Staff Or Management	1	PaidStaffOrManagement
Media Advertisements	0	MediaAdvertisements
Mailings Members	0	MailingsMembers
Publications Or Broadcast	0	PublicationsOrBroadcast
Grants Other Organizations	0	GrantsOtherOrganizations
Direct Contact Legislators	1	DirectContactLegislators
Direct Contact Legislators	$0	DirectContactLegislatorsAmount
Rallies Demonstrations	0	RalliesDemonstrations
Other Activities	1	OtherActivities
Other Activities	$3,629	OtherActivitiesAmount
Total Lobbying Expenditures IIB	3629	TotalLobbyingExpendituresIIB
Not Described In501c3	0	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	SchC_P2B_S00_L01	Identifier
Return Reference	Schedule C, Part II-B, Line 1	ReturnReference
Explanation	WISCONSIN HOSPITAL ASSOCIATION AND CATHOLIC HOSPITAL ASSOCIATION DUES ALLOCATED TO LOBBYING	Explanation

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	1294964	OtherCostOrOtherBasis
Book Value	1294964	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	138952698	OtherCostOrOtherBasis
Depreciation	48348470	Depreciation
Book Value	90604228	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	76468043	OtherCostOrOtherBasis
Depreciation	54065499	Depreciation
Book Value	22402544	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	6130014	OtherCostOrOtherBasis
Depreciation	2824255	Depreciation
Book Value	3305759	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	117607495	TotalOfBookValueLandBuildings

Other Assets OtherAssets (5 entries)

DescriptionDescription	Book ValueBookValue
RECEIVABLE FROM FOUNDATION	2008351
INVESTMENT IN UNCONSOLIDATED AFFILIATES	839789
INVESTMENT IN FOUNDATION	1756158
BOND PROCEEDS	5726980
DEFERRED COMPENSATION	6993279

Field	Value	IRS element (for citing)
Total Book Value Other Assets	17324557	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DEFERRED COMPENSATION	Description
Amount	$6,425,915	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	6425915	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	159149298	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	0	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	0	DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants	0	RecoveriesOfPriorYearGrants
Other Revenues	623617	OtherRevenues
Revenue Not Rptd F990	623617	RevenueNotRptdF990
Revenue Subtotal	158525681	RevenueSubtotal
Investment Expenses Not Included	2475044	InvestmentExpensesNotIncluded
Other Revenues Not Included	164640	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	2639684	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	161165365	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	157534645	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	0	DonatedServicesUseOfFacilities
Prior Year Adjustments	0	PriorYearAdjustments
Losses Reported	0	LossesReported
Other Expenses Included	0	OtherExpensesIncluded
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	157534645	ExpensesSubtotal
Investment Expenses Not Included2	0	InvestmentExpensesNotIncluded2
Other Expenses Not Included	0	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	157534645	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchD_P10_S00_L01	Schedule D, Part X, Line 1	THE MONROE CLINIC IS A TAX EXEMPT CORPORATION AS DESCRIBED IN SECTION 501C3 OF THE INTERNAL REVENUE CODE(THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAX ON RELATED INCOME PURSUANT TO SECTION 501A OF THE CODE. THE CLINIC IS ALSO EXEMPT FROM STATE INCOME TAX. IN ORDER TO ACCOUNT FOR UNCERTAIN TAX POSITIONS THE CLINIC DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE CLINIC RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS IN 2012 OR 2011. FEDERAL TAX RETURNS FOR TAX YEARS 2008 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE FEDERAL AND STATE TAXING AUTHORITIES.
SchD_P10_S00_L02	Schedule D, Part X, Line 2	THE CLINIC IS A TAX-EXEMPT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAX ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE CLINIC IS ALSO EXEMPT FROM STATE INCOME TAX. IN ORDER TO ACCOUNT FOR UNCERTAIN TAX POSITIONS, THE CLINIC DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE CLINIC RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS IN 2012 OR 2011. FEDERAL TAX RETURNS FOR TAX YEARS 2008 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE FEDERAL AND STATE TAXING AUTHORITIES.
SchD_P11_S00_L02d	Schedule D, Part XI, Line 2d	INCREASE IN EQUITY IN UNCONSOLIDATED AFFILIATE 126,464 CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 497,153 TOTAL 623,617
SchD_P11_S00_L04b	Schedule D, Part XI, Line 4b	OTHER 164,640

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	1	CharityCarePolicy
Written Policy	1	WrittenPolicy
FPG Reference Free Care	1	FPGReferenceFreeCare
Pcent150	X	Pcent150
FPG Reference Discounted Care	1	FPGReferenceDiscountedCare
Pcent300	X	Pcent300
Free Disc Care Medically Indigent	1	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	1	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	1	ExpensesExceededBudget
Unable To Provide Care	0	UnableToProvideCare
Annual Community Benefit Report	1	AnnualCommunityBenefitReport
Report Publically Available	1	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	1	NumberOfActivitiesOrPrograms
Total Community Benefit Expense	3541627	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	3541627	NetCommunityBenefitExpense
Percent Of Total Expense	0.0225	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	1	NumberOfActivitiesOrPrograms
Total Community Benefit Expense	17030727	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	17030727	NetCommunityBenefitExpense
Percent Of Total Expense	0.1081	PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	1	NumberOfActivitiesOrPrograms
Total Community Benefit Expense	62393	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	62393	NetCommunityBenefitExpense
Percent Of Total Expense	0.0004	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	3	NumberOfActivitiesOrPrograms
Persons Served	0	PersonsServed
Total Community Benefit Expense	20634747	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	20634747	NetCommunityBenefitExpense
Percent Of Total Expense	0.1310	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	8	NumberOfActivitiesOrPrograms
Total Community Benefit Expense	570868	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	570868	NetCommunityBenefitExpense
Percent Of Total Expense	0.0036	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	1	NumberOfActivitiesOrPrograms
Total Community Benefit Expense	172423	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	172423	NetCommunityBenefitExpense
Percent Of Total Expense	0.0011	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	7	NumberOfActivitiesOrPrograms
Total Community Benefit Expense	2800313	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	2800313	NetCommunityBenefitExpense
Percent Of Total Expense	0.0178	PercentOfTotalExpense

Research Research

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	0	NumberOfActivitiesOrPrograms
Total Community Benefit Expense	0	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	0	NetCommunityBenefitExpense
Percent Of Total Expense	0	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	4	NumberOfActivitiesOrPrograms
Total Community Benefit Expense	133326	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	133326	NetCommunityBenefitExpense
Percent Of Total Expense	0.0009	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	20	NumberOfActivitiesOrPrograms
Persons Served	0	PersonsServed
Total Community Benefit Expense	3676930	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	3676930	NetCommunityBenefitExpense
Percent Of Total Expense	0.0234	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	23	NumberOfActivitiesOrPrograms
Persons Served	0	PersonsServed
Total Community Benefit Expense	24311677	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	24311677	NetCommunityBenefitExpense
Percent Of Total Expense	0.1544	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	1	BadDebtExpenseReported
Bad Debt Expense	$2,409,793	BadDebtExpenseAmount
Amount Attributable To	0	AmountAttributableTo
Amount Reimbursed By Medicare	12582291	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	18039084	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-5456793	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

Field	Value	IRS element (for citing)
Cost To Charge Ratio	X	CostToChargeRatio

Field	Value	IRS element (for citing)
Written Debt Collection Policy	1	WrittenDebtCollectionPolicy
Provision For Charity Care	1	ProvisionForCharityCare
Number Of Hospital Facilities	1	NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

Field	Value	IRS element (for citing)
Facility Number	1	FacilityNumber

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MONROE CLINIC	BusinessNameLine1

Address Address

Field	Value	IRS element (for citing)
Address Line1	515 22ND AVENUE	AddressLine1
City	MONROE	City
State	WI	State
ZIP Code	53566	ZIPCode

Field	Value	IRS element (for citing)
Licensed Hospital	X	LicensedHospital
General Medical And Surgical	X	GeneralMedicalAndSurgical
Er24 Hours	X	Er24Hours

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	MONROE CLINIC	BusinessNameLine1

Field	Value	IRS element (for citing)
Hospital Facility Number	1	HospitalFacilityNumber
CHNA Conducted	1	CHNAConducted
Community Definition	X	CommunityDefinition
Community Demographics	X	CommunityDemographics
Existing Resources	X	ExistingResources
How Data Obtained	X	HowDataObtained
Community Health Needs	X	CommunityHealthNeeds
Other Health Issues	X	OtherHealthIssues
Identifying Process	X	IdentifyingProcess
Consulting Process	X	ConsultingProcess
Information Gaps	X	InformationGaps
Other	X	Other
Needs Assessment Conducted	12	NeedsAssessmentConducted
Take Into Account	1	TakeIntoAccount
Other Facilities	0	OtherFacilities
CHNA Widely Available	1	CHNAWidelyAvailable
Own Website	X	OwnWebsite
On Request	X	OnRequest
Adopt Implement Strategy	X	AdoptImplementStrategy
Participate Community Plan	X	ParticipateCommunityPlan
Prioritize Health Needs	X	PrioritizeHealthNeeds
Prioritize Services	X	PrioritizeServices
All Needs Addressed	0	AllNeedsAddressed
Organization Incur Excise Tax	0	OrganizationIncurExciseTax
Eligibility Criteria Explained	1	EligibilityCriteriaExplained
Uses FPG Free	1	UsesFPGFree
FPG Free Percent	150	FPGFreePercent
Uses FPG Discounted	1	UsesFPGDiscounted
FPG Discount Percent	300	FPGDiscountPercent
Explains Basis	1	ExplainsBasis
Income Level	X	IncomeLevel
Asset Level	X	AssetLevel
Medical Indigency	X	MedicalIndigency
Insurance Status	X	InsuranceStatus
Uninsured Discount	X	UninsuredDiscount
Medicaid Medicare	X	MedicaidMedicare
State Regulation	X	StateRegulation
Other Factors	X	OtherFactors
Explains Application Method	1	ExplainsApplicationMethod
Includes Publicity Measures	1	IncludesPublicityMeasures
Posted On Website	X	PostedOnWebsite
Posted In Admission Office	X	PostedInAdmissionOffice
Available On Request	X	AvailableOnRequest
Other Publicity	X	OtherPublicity
Actions On Nonpayment	1	ActionsOnNonpayment
Collection Activities	0	CollectionActivities
Nondiscrim Emergency Care Policy	1	NondiscrimEmergencyCarePolicy
Used Other Method	X	UsedOtherMethod
Amounts Generally Billed	0	AmountsGenerallyBilled
Gross Charges	0	GrossCharges

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

Field	Value	IRS element (for citing)
Number Of Other Facilities	10	NumberOfOtherFacilities

Other Facilities OtherFacilities (10 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Facility TypeFacilityType
MONROE CLINIC - HIGHLAND WOMEN'S CARE
3103 W KUNKLE BLVD	FREEPORT	IL	61032	COMMUNITY-BASED OUTPATIENT CLINIC
MONROE CLINIC - FREEPORT
1301 S KIWANIS DRIVE	FREEPORT	IL	61032	COMMUNITY-BASED OUTPATIENT CLINIC
MONROE CLINIC - FREEPORT EYE CARE
1110 S PARK BLVD	FREEPORT	IL	61032	COMMUNITY-BASED OUTPATIENT CLINIC
MONROE CLINIC - BRODHEAD
1904 FIRST CENTER AVENUE	BRODHEAD	WI	53520	COMMUNITY-BASED OUTPATIENT CLINIC
MONROE CLINIC - LENA
214 SCHUYLER	LENA	IL	61048	COMMUNITY-BASED OUTPATIENT CLINIC
MONROE CLINIC - NEW GLARUS
1800 SECOND STREET	NEW GLARUS	WI	53574	COMMUNITY-BASED OUTPATIENT CLINIC
MONROE CLINIC - ALBANY
700 CAROLAN DRIVE	ALBANY	WI	53502	COMMUNITY-BASED OUTPATIENT CLINIC
MONROE CLINIC- DURAND
400 S CENTER STREET	DURAND	IL	61024	COMMUNITY-BASED OUTPATIENT CLINIC
MONROE CLINIC FASTCARE
405 W 8TH ST	MONROE	WI	53566	COMMUNITY-BASED OUTPATIENT CLINIC
MONROE CLINIC - BLANCHARDVILLE
309 S MAIN STREET	BLANCHARDVILLE	WI	53516	COMMUNITY-BASED OUTPATIENT CLINIC

Form990 Schedule H Part VI Form990ScheduleHPartVI (17 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchH_P01_S00_L07	Schedule H, Part I, Line 7	A COST TO CHARGE RATIO WAS USED TO COMPUTE COST OF COMMUNITY BENEFIT SERVICES
SchH_P01_S00_L07g	Schedule H, Part I, Line 7g	SUBSIDIZED HEALTH SERVICES INCLUDE BEHAVIORAL HEALTH/OUTPATIENT MENTAL HEALTH, PALLIATIVE CARE, RENAL DIALYSIS, SELF-HELP/SPORTS INJURY PREVENTION, CONTINUING CARE/HOME CARE SERVICES, AND EMERGENCY AND TRAUMA/EMERGENCY DEPARTMENT
SchH_P03_S0A_L04	Schedule H, Part III, Section A, Line 4	ACCOUNTS RECEIVABLE ARE UNCOLLATERALIZED PATIENT OBLIGATIONS THAT ARE STATED AT THE AMOUNT MANAGEMENT EXPECTS TO COLLECT FROM OUTSTANDING BALANCES. THESE BALANCES ARE PRIMARILY FROM RESIDENTS OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS. THE CLINIC BILLS THIRD PARTY PAYORS ON EACH PATIENT'S BEHALF OR IF A PATIENT IS UNINSURED THE PATIENT IS BILLED DIRECTLY. ONCE CLAIMS ARE SETTLED WITH THE PRIMARY PAYOR SECONDARY INSURANCE IS BILLED AND PATIENTS ARE BILLED FOR COPAY AND DEDUCTIBLE AMOUNTS FOR WHICH THE PATIENTS ARE PERSONALLY RESPONSIBLE. PAYMENTS ON ACCOUNTS RECEIVABLE ARE APPLIED TO THE SPECIFIC CLAIM IDENTIFIED ON THE REMITTANCE ADVICE OR STATEMENT. THE CLINIC DOES NOT HAVE A POLICY TO CHARGE INTEREST ON PAST DUE ACCOUNTS. THE CARRYING AMOUNTS OF ACCOUNTS RECEIVABLE ARE REDUCED BY ALLOWANCES THAT REFLECT MANAGEMENT'S BEST ESTIMATE OF THE AMOUNTS THAT WILL NOT BE COLLECTED. MANAGEMENT PROVIDES FOR CONTRACTUAL ADJUSTMENTS UNDER TERMS OF THIRD PARTY REIMBURSEMENT AGREEMENTS THROUGH A CHARGE TO GROSS REVENUE AND A CREDIT TO ACCOUNTS RECEIVABLE. IN ADDITION MANAGEMENT PROVIDES FOR PROBABLY UNCOLLECTIBLE AMOUNTS PRIMARILY FROM UNINSURED PATIENTS AND AMOUNTS FOR WHICH PATIENTS AND AMOUNTS FOR WHICH PATIENTS ARE PERSONALLY RESPONSIBLE THROUGH A CHARGE TO OPERATIONS AND A CREDIT TO A VALUATION ALLOWANCE BASED IN ITS ASSESSMENT OF HISTORICAL COLLECTION LIKELIHOOD AND THE CURRENT STATUS OF INDIVIDUAL ACCOUNTS. BALANCES THAT ARE STILL OUTSTANDING AFTER MANAGEMENT HAS USED REASONABLE COLLECTION EFFORTS ARE WRITTEN OFF THROUGH A CHARGE TO THE VALUATION ALLOWANCE AND A CREDIT TO ACCOUNTS RECEIVABLE. ACCOUNTS RECEIVABLE ARE RECORDED IN THE ACCOMPANYING BALANCE SHEET'S NET OF CONTRACTUAL ADJUSTMENTS AND AN ALLOWANCE FOR DOUBTFUL ACCOUNTS.
SchH_P03_S0B_L08	Schedule H, Part III, Section B, Line 8	MEDICARE SHORTFALL IS NOT TREATED AS COMMUNITY BENEFIT. TO ARRIVE AT COST OF MEDICARE SERVICES THE TOTAL EXPENSES LESS OTHER OPERATING REVENUE IS MULTIPLIED BY THE RATIO OF MEDICARE REVENUE TO TOTAL REVENUE.
SchH_P03_S0C_L09b	Schedule H, Part III, Section C, Line 9b	MONROE CLINIC RECOGNIZES THE INHERENT VALUE OF ALL INDIVIDUALS. ALL INDIVIDUALS HAVE THE RIGHT TO BE TREATED WITH RESPECT AND DIGNITY. THOSE INDIVIDUALS INDICATING LACK OF FINANCIAL RESOURCES TO PAY FOR SERVICES WILL BE DIRECTED TO MONROE CLINIC'S COMMUNITY CARE PROGRAM TO ENSURE ALL INDIVIDUALS QUALIFYING FOR ASSISTANCE ARE INDEED GIVEN ASSISTANCE. INDIVIDUALS WITH THE FINANCIAL RESOURCES TO PAY FOR SERVICES ARE EXPECTED TO DO SO IN A TIMELY MANNER TO ENSURE MONROE CLINIC'S FINANCIAL HEALTH AND ABILITY TO MAINTAIN OPERATIONS AND CONTINUED COMMUNITY CARE. PATIENTS WITH FINANCIAL RESOURCES ARE ASKED TO PAY CO-PAYMENTS AT THE TIME OF SERVICE AND TO PAY BALANCES REMAINING DUE AFTER INSURANCE HAS PAID WITHIN 30 DAYS OR MAKE MUTUALLY AGREEABLE PAYMENT ARRANGEMENTS WITH PATIENT ACCOUNTING. COLLECTION AGENCIES USED BY MONROE CLINIC GUARANTEE COMPLIANCE WITH THE FAIR DEBT COLLECTION PRACTICES ACT AND THE ACA INTERNATIONAL'S CODE OF ETHICS AND PROFESSIONAL RESPONSIBILITY.
SchH_P05_S0B_L01	Schedule H, Part V, Section B, Line 1	MONROE CLINIC'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) INCLUDED SOCIAL AND ECONOMIC FACTORS AS A CONTRIBUTOR TO THE HEALTH OF THE COUNTY'S RESIDENTS. BIRTH CHARACTERISTICS MORTALITY/LEADING CAUSES OF DEATH AND HEALTH BEHAVIORS WERE INCLUDED AS OTHER CONTRIBUTING FACTORS IN THE HEALTH NEEDS OF OUR COMMUNITIES.
SchH_P05_S0B_L03	Schedule H, Part V, Section B, Line 3	MONROE CLINIC IS AN ACTIVE PARTICIPANT IN THE GREEN COUNTY HEALTHY COMMUNITIES COALITION. THE COALITION IS CO-CHAIRED BY REPRESENTATIVES FROM MONROE CLINIC, GREEN COUNTY HEALTH DEPARTMENT, AND THE UNIVERSITY OF WISCONSIN EXTENSION. THE GREEN COUNTY HEALTHY COMMUNITIES COALITION INCLUDES INDIVIDUALS WHO ARE EXPERTS IN PUBLIC HEALTH, LEADERS AND REPRESENTATIVES OF MEDICALLY UNDERSERVED, LOW-INCOME, MINORITY AND CHRONIC DISEASE POPULATION OR REGIONAL, STATE OR LOCAL HEALTH OR OTHER DEPARTMENTS OR AGENCIES THAT HAVE "CURRENT DATE OR OTHER INFORMATION RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY." A LIST OF THE COALITION MEMBERS WHO PARTICIPATED IN THE IDENTIFICATION OF PRIORITIZED HEALTH NEEDS, THEIR TITLES, ORGANIZATIONS AND LEADERSHIP ROLES CAN BE FOUND IN ATTACHMENT 2 OF THE CHNA. THE COALITION MET SIX TIMES BETWEEN MARCH 2011 AND SEPTEMBER 1, 2012, AVERAGING ATTENDANCE BY 40 COMMUNITY MEMBERS.
SchH_P05_S0B_L07	Schedule H, Part V, Section B, Line 7	THE IMPLEMENTATION STRATEGY ADOPTED BY MONROE CLINIC ACTIVELY ADDRESSES THE HEALTH NEEDS THAT WERE IDENTIFIED IN THE CHNA AS "PRIORITY HEALTH NEEDS." CERTAIN OTHER HEALTH NEEDS THAT WERE IDENTIFIED BUT NOT SPECIFICALLY ADDRESSED IN THE IMPLEMENTATION STRATEGY INCLUDE: ALCOHOL AND OTHER DRUG USE, CHRONIC DISEASE PREVENTION AND MANAGEMENT, COMMUNICABLE DISEASE PREVENTION AND CONTROL, ENVIRONMENTAL AND OCCUPATIONAL HEALTH, INJURY AND VIOLENCE, ORAL HEALTH, REPRODUCTIVE AND SEXUAL HEALTH, TOBACCO USE AND EXPOSURE. MONROE CLINIC HAS CHOSEN NO TO FOCUS ON THESE AREAS BECAUSE WE BELIEVE WE CAN HAVE A GREATER IMPACT ON THE PRIORITY HEALTH NEEDS. TAKING EXISTING COMMUNITY RESOURCES INTO CONSIDERATION WE HAVE SELECTED TO CONCENTRATE ON THOSE HEALTH NEEDS THAT WE CAN MOST EFFECTIVELY ADDRESS GIVEN OUR AREAS OF FOCUS AND EXPERTISE. THEREFORE THE HOSPITAL'S CHARITABLE RESOURCES WILL BE PLACED ON THE SELECTED PRIORITY HEALTH NEEDS.
SchH_P05_S0B_L12	Schedule H, Part V, Section B, Line 12	MONROE CLINIC OFFERS ALL UNINSURED PATIENTS A 10% DISCOUNT ON STANDARD RATES.
SchH_P05_S0B_L13	Schedule H, Part V, Section B, Line 13	METHOD FOR APPLYING: PATIENTS MUST FIRST SEEK ASSISTANCE THROUGH OTHER RESOURCES. IF DENIED THEY MUST PROVIDE A LETTER OF DENIAL. IF AN APPLICATION IS MAILED TO A POTENTIAL APPLICANT IT MUST BE COMPLETED USING INCOME INFORMATION FOR THE LAST THREE MONTH PERIOD AND RETURNED TO THE PATIENT ACCOUNTS DEPARTMENT WITHIN 10 DAYS. IF THE POTENTIAL APPLICANT HAS BEEN A RECIPIENT OF COMMUNITY CARE IN THE RECENT PAST THEY DO NOT NEED TO RESUBMIT THE INCOME INFORMATION.
SchH_P05_S0B_L14	Schedule H, Part V, Section B, Line 14	OTHER: 1. FINANCIAL COUNSELORS REACH OUT TO SELF-PAY INPATIENTS 2. CLINICAL DEPARTMENTS REFER PATIENTS TO FINANCIAL COUNSELORS 3. THE BILLING OFFICE WILL REFER PATIENTS WHEN ATTEMPTING TO COLLECT ON UNPAID BALANCES.
SchH_P05_S0B_L20	Schedule H, Part V, Section B, Line 20	MONROE CLINIC OFFERS ALL UNINSURED PATIENTS A 10% DISCOUNT ON STANDARD RATES.
SchH_P06_S00_L02	Schedule H, Part VI, Line 2	MONROE CLINIC IN COLLABORATION WITH THE GREEN COUNTY HEALTHY COMMUNITIES COALITION ASSESSED THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES USING THE STATE PUBLIC HEALTH AGENDA, HEALTHIEST WISCONSIN 2020, AS THE FRAMEWORK. THE GOALS OF HEALTHIEST WISCONSIN 2020 ARE T IMPROVE HEALTH ACROSS THE LIFE SPAN, AND ELIMINATE HEALTH DISPARITIES AND ACHIEVE HEALTH EQUALITY. THE HEALTH NEEDS WERE DERIVED FROM AN EXAMINATION OF DATA ON HEALTH BEHAVIORS AND THE SOCIAL, ECONOMIC AND EDUCATIONAL FACTORS THAT ARE DETERMINANTS OF HEALTH.
SchH_P06_S00_L03	Schedule H, Part VI, Line 3	MONROE CLINIC PROVIDES FINANCIAL COUNSELORS WHO ACT AS PATIENT ADVOCATES AND HELP THOSE IN NEED APPLY FOR MONROE CLINIC'S COMMUNITY CARE PROGRAMS OR OTHER STATE, COUNTY OR FEDERAL PROGRAMS. (IE. WISCONSIN BADGERCARE, WISCONSIN AND ILLINOIS WELL WOMAN PROGRAMS, MEDICARE, MEDICAID, ETC.) PATIENTS CAN FIND OUT ABOUT THESES SERVICES THROUGH MONROECLINIC.ORG'S INFORMATION PAGES, MONROE CLINIC'S ANNUAL MISSION REPORT POSTED ON OUR WEBSITE AND MAILED TO HOUSEHOLDS IN OUR SERVICE AREA, AND THROUGH COMMUNITY OUTREACH THAT OFFERS ASSISTANCE EXPLAINING NEW FEDERAL/STATE PROGRAMS OR CHANGES TO THOSE PROGRAMS. ADDITIONALLY, MONROE CLINIC CAREGIVERS IDENTIFY PATIENTS IN NEED AS THEY REGISTER OR AFTER THEY RECEIVE CARE AND CANNOT PAY. COUNSELORS HELP PATIENTS UNDERSTAND WHAT PROGRAMS THEY COULD BE ELIGIBLE FOR, HELP THEM THROUGH APPLICATION PROCEDURES AND ALSO PROVIDE APPROVAL/DENIAL NOTIFICATION TO THE PATIENTS IN A TIMELY MANNER.
SchH_P06_S00_L04	Schedule H, Part VI, Line 4	MONROE CLINIC GIVES SPECIAL CONSIDERATION TO PERSONS IN NEED OF FINANCIAL ASSISTANCE THROUGH OUR COMMUNITY CARE PROGRAM. MONROE CLINIC DOES NOT DISCRIMINATE AGAINST A PATIENT BECAUSE OF RACE, CREED, COLOR, NATIONAL ORIGIN, OR BECAUSE A PATIENT IS COVERED BY A PROGRAM SUCH AS MEDICAID FOR MEDICARE. FOR PATIENTS WHO HAVE NO HEALTH INSURANCE LIMITED HEALTH INSURANCE OR WHO EXPECT TO HAVE DIFFICULTY PAYING THEIR BILL THE COMMUNITY CARE PROGRAMS PROVIDES HEALTHCARE AT A REDUCED COST OR AT NO COST. THE PROGRAM PROVIDES HEALTHCARE WITH A PAYMENT SCHEDULE THAT RECOGNIZES AN INDIVIDUAL'S FINANCIAL CONDITION. COMMUNITY CARE APPLICATIONS ARE ACCEPTED FROM PATIENTS WHO RESIDE IN OUR PRIMARY AND SECONDARY SERVICE AREA WHICH INCLUDES THE FOLLOWING COUNTIES IN WISCONSIN: GREEN, LAFAYETTE, AND SECTIONS OF DANE, ROCK, AND IOWA COUNTIES. IN ILLINOIS: STEPHENSON AND SECTIONS OF WINNEBAGO AND JO DAVIES COUNTIES. INDIVIDUALS MUST BE A RESIDENT OF ONE OF THESE AREAS FOR A MINIMUM OF THREE MONTHS PRIOR TO BEING ELIGIBLE FOR THE COMMUNITY CARE PROGRAM.
SchH_P06_S00_L05	Schedule H, Part VI, Line 5	A MAJORITY OF THE MONROE CLINIC BOARD OF DIRECTORS IS COMPRISED F PERSONS THAT RESIDE IN THE GEOGRAPHIC AREAS WE SERVE. MONROE CLINIC RE-INVESTS BACK INTO THE COMMUNITY THROUGH ITS COMMUNITY BENEFIT PROGRAMS AND THROUGH MEDICAL EQUIPMENT AND PROGRAMS NEEDED IN THE COMMUNITY. EXAMPLES OF THIS INCLUDE PALLIATIVE CARE, PARISH NURSING PROGRAM, YOUTH APPRENTICESHIP AND JOB SHADOWING PROGRAMS, SCREENING OUTREACH AND MANY OTHER PROGRAMS. FURTHER MONROE CLINIC HAS INVESTED IN THE ELECTRONIC HEALTH RECORD. OUR PATIENTS ARE GEOGRAPHICALLY DIVERSE AND MONROE CLINIC HAS TEN BRANCH PHYSICIAN CLINICS IN OUTLYING AREAS. THE INVESTMENT IN ELECTRONIC RECORD MEANS THAT OUR PATIENTS CAN BE SEEN ANYWHERE AND HAVE THEIR MEDICAL HISTORY IMMEDIATELY AVAILABLE. THIS PROMOTES BETTER HEALTH FOR OUR PATIENTS AND INCREASED SAFETY AS WE CAN TRACK MEDICAL EVENTS AND ONGOING MEDICATION NEEDS.
SchH_P06_S00_L07	Schedule H, Part VI, Line 7	LIST OF STATES RECEIVING COMMUNITY BENEFITS REPORT: WISCONSIN

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	1	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
MICHAEL SANDERS
PRESIDENT/CEO	435863	0	138171	0	3861	0	251599	0	24551	0	854045	0	138171	0
ANTHONY ROGERSON
PHYSICIAN/SECRETARY	492564	0	470	0	150	0	25102	0	26967	0	545253	0	470	0
JOHN BAZLEY
PHYSICIAN/OB/GYN	619517	0	0	0	98	0	26130	0	26967	0	672712	0	0	0
MARK THOMPSON
MEDICAL DIRECTOR	266870	0	68483	0	195	0	112867	0	23435	0	471850	0	68483	0
JOHN FREY
PHYSICIAN/DIRECTOR	245752	0	490	0	280	0	20528	0	26557	0	293607	0	490	0
RACHEL LONG
PHYSICIAN/DIRECTOR	145729	0	294	0	150	0	11626	0	23492	0	181291	0	294	0
AMY SIMANTEL
PHYSICIAN/CHIEF OF STAFF	164784	0	392	0	98	0	12565	0	19877	0	197716	0	392	0
JULIE WILKE
VP/CFO	243725	0	61122	0	449	0	101364	0	20699	0	427359	0	61122	0
PAULA RAIBLEY-ELMER
VP/CHIEF NURSING OFFICER	173585	0	44931	0	710	0	65462	0	20610	0	305298	0	44931	0
JANE WELDON
VP/CLINICAL OPERATIONS	184998	0	47212	0	265	0	38386	0	12341	0	283202	0	47212	0
LANCE SATHOFF
PHYSICIAN/ORTHOPEDIC SURGEON	894148	0	485	0	98	0	34750	0	26967	0	956448	0	485	0
NATHAN MOORE
PHYSICIAN/UROLOGY	518463	0	170	0	52	0	24975	0	8798	0	552458	0	0	0
NICHOLAS MAXWELL
PHYSICIAN/GENERAL SURGEON	891372	0	490	0	150	0	40137	0	20025	0	952174	0	490	0
ANDREW RIKKERS
PHYSICIAN/GENERAL SURGEON	870078	0	490	0	65	0	40921	0	26967	0	938521	0	490	0
LUCINDA WERKHEISER
VP/SERVICE EXCELLENCE	129164	0	33622	0	248	0	52616	0	18922	0	234572	0	33622	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchJ_P01_S00_L01a	Schedule J, Part I, Line 1a	PROVIDED MEMBERSHIP FOR THE PRESIDENT/CEO TO THE LOCAL COUNTRY CLUB AND KIWANIS ORGANIZATION: TOTAL VALUE: 1,168.
SchJ_P01_S00_L03	Schedule J, Part I, Line 3	THE ORGANIZATION'S CEO AND SENIOR LEADERSHIP TEAM'S COMPENSATION PLAN IS REVIEWED AND APPROVED AT FORMAL MEETINGS OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT/NON-EMPLOYEE MEMBERS WHO HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENT TO BE REVIEWED AND RECOMMENDED BY THE COMPENSATION COMMITTEE. THE COMMITTEE REVIEWS COMPARABLE WISCONSIN AND NATIONAL COMPENSATION DATA AND ESTABLISHES BASE COMPENSATION AT THE COMPARABLE MARKET MEDIAN BY POSITION AS OUTLINED IN THE COMPENSATION COMMITTEE CHARTER. ADDITIONALLY THE COMMITTEE HAS AUTHORITY TO RETAIN A COMPENSATION CONSULTANT TO ASSIST THE COMMITTEE IN EVALUATING SENIOR MANAGEMENT COMPENSATION.
SchJ_P01_S00_L06	Schedule J, Part I, Line 6	THE ORGANIZATION USES NET EARNINGS AS 25% OF THE CALCULATION FOR THE GAIN SHARE PROGRAM.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
REDEVELOPMENT AUTHORITY OF THE CITY
A	271322385	611420AP5	2009-11-24	64459717	CONSTRUCTION OF HOSPITAL	1	0	0
WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITIES
B	391337855		2012-04-19	16415700	REFUNDING OF 1999 BOND ISSUE	0	0	0
WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
C	391337855		2012-04-19	21750843	PARTIAL ADVANCED REFUNDING OF 2009 ISSUE	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Bond ReferenceBondReferenceCd	Amount Bond DefeasedAmountBondDefeased	Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Capitalized InterestCapitalizedInterest	Refunding EscrowRefundingEscrow	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Other Spent ProceedsOtherSpentProceeds	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A	20855000	64442747	4653664	6327046	0	1036820	57522008	0	2012	0	0	1	1
B	0	16415700	0	0	0	130700	0	16285000	2012	1	0	1	1
C	0	21750843	0	0	21459636	291207	0	0	2012	0	1	1	1

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Bond ReferenceBondReferenceCd	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	1	1
B	1	1
C	1	1

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Written Proc To Monitor ReqsWrittenProcToMonitorReqs
A	1	1
B	1	1
C	1	1

Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A	0
B	0
C	0

Form990 Schedule K Part VI Form990ScheduleKPartVI

Field	Value	IRS element (for citing)
Identifier	SchK_P02_S00_L03	Identifier
Return Reference	Schedule K, Part II, Line 3	ReturnReference
Explanation	TOTAL PROCEEDS OF ISSUE VARIANCE BETWEEN ISSUE PRICE AND TOTAL PROCEEDS (16,970) IS THE LOSS ON THE INVESTMENT.	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Field	Value	IRS element (for citing)
Name Person	MARTIN ARNOLD	NamePerson

Field	Value	IRS element (for citing)
Relationship	DR. RACHEL LONG'S HUSBAND	Relationship
Amount Of Transaction	230334	AmountOfTransaction
Description Of Transaction	EMPLOYMENT	DescriptionOfTransaction
Sharing Of Revenues	1	SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
F990_P01_S00_L01	Form 990, Part I, Line 1	SERVICES INCLUDE INPATIENT ROUTINE, INPATIENT ANCILLARY, AND OUTPATIENT HEALTHCARE IN SUPPORT OF THE CORPORATION'S HEALTH CARE MISSION. THE MONROE CLINIC BECAUSE OF ITS MISSION STATEMENT OFFERS A COMMUNITY CARE PROGRAM TO ELIGIBLE BENEFICIARIES (THIS FALLS UNDER CHARITY CARE).
F990_P03_S00_L04a	Form 990, Part III, Line 4a	THROUGHOUT SOUTHERN WISCONSIN AND NORTHERN ILLINOIS. WITHIN THE CLINICS AND HOSPITAL THERE ARE 81 PHYSICIANS WITH 24 SPECIALTIES SUCH AS ENDOCRINOLOGY AND CARDIOLOGY THAT WORK HARD TO MEET THE NEEDS OF OUR PATIENTS EVERY DAY. DURING 2012 OUR PHYSICIANS AND STAFF PROVIDED SERVICES TO PATIENTS ACCESSING OUR SYSTEM IN TOTAL OVER 250,000 VISITS. IN 1939, CSA ESTABLISHED ST. CLARE HOSPITAL AT THE REQUEST OF A SMALL GROUP OF PHYSICIANS WHO OPENED MONROE CLINIC IN THE SAME YEAR. IN 1992 ST CLARE HOSPITAL AND MONROE CLINIC CONSOLIDATED UNDER CONTINUED SPONSORSHIP OF CSA AS A CATHOLIC NOT FOR PROFIT INTEGRATED HEALTHCARE FACILITY. MONROE CLINIC HAS A SPECIAL COMMITMENT TO PROVIDE HEALTHCARE SERVICES TO ALL PATIENTS WITHOUT ANY FORM OF DISCRIMINATION INCLUDING THE ABILITY TO PAY. THE PASSION AND DETERMINATION OF BOTH THE FOUNDING PHYSICIANS AND CSA HAS DEVELOPED AN EXCEPTIONAL HEALTHCARE ORGANIZATION THAT FOCUSES ON QUALITY AND OUTCOME MEASURES THAT EXCEED NATIONAL BENCHMARKS. IN 2010 MONROE CLINIC COMMITTED TO PUBLISHING OUR QUALITY SCORES IN LOCAL NEWSPAPERS AND ON OUR WEB SITE. TO DATE WE HAVE BEEN AMONG THE HIGHEST PERFORMING HOSPITALS IN THE AREA. PATIENT SATISFACTION SCORES ARE ALSO SIGNIFICANTLY ABOVE THE AVERAGE OF OTHER HEALTHCARE FACILITIES. OUR HIGHLY TRAINED PHYSICIANS AND STAFF ARE READY TO PROVIDE BOTH EXCEPTIONAL HEALTH CARE AND AN EXCEPTIONAL EXPERIENCE TO THE PATIENTS AND COMMUNITIES WE SERVE. IN CALENDAR YEAR 2012 MONROE CLINIC PROVIDED MROE THAN $24.3 MILLION IN COMMUNITY BENEFIT TO MORE THAN 71,000 PATIENTS. THIS $24.3 MILLION REPRESENTS APPROXIMATELY 15.8 PERCENT OF MONROE CLINIC'S TOTAL NET PATIENT REVENUE. THE COMMUNITY BENEFIT AT COST IS COMPRISED OF $3.5 MILLION OF CHARITY CARE, $17 MILLION IN UNREIMBURSED COSTS FOR MEDICAID PATIENTS, $2.8 MILLION IN SUBSIDIZED HEALTHCARE SERVICES (SERVICES PROVIDED TO PATIENTS AT LESS THAN WHAT IT COST US TO PROVIDE THESE SERVICES. EACH YEAR MONROE CLINIC USES SURPLUS FUNDS TO ENHANCE PATIENT SERVICES ACQUIRE NEW TECHNOLOGY ADD NEW SERVICES UPGRADE FACILITIES AND PROVIDE FREE COMMUNITY EDUCATION AND SCREENING PROGRAMS. THROUGH OUR SPENDING AND THAT OF OUR EMPLOYEES MONROE CLINIC CONTRIBUTES SIGNIFICANTLY TO THE LOCAL COMMUNITY.
F990_P06_S0A_L06	Form 990, Part VI, Section A, Line 6	THE CORPORATION HAS TWO CLASSES OF MEMBERS. THE CLASS A MEMBERS ARE THE GENERAL SUPERIOR OF CSA AND THOSE PERSONS WHO ARE MEMBERS OF THE GENERAL COUNCIL OF CSA. THE CLASS B MEMBERS ARE INDIVIDUALS APPOINTED BY THE CLASS A MEMBERS AND CONSIST OF NOT LESS THAN NINE MEMBERS AND NOT MORE THAN 13 MEMBERS.
F990_P06_S0A_L07a	Form 990, Part VI, Section A, Line 7a	THERE IS A GOVERNING BODY THAT HAS FINAL APPROVAL FOR ANY NEW BOARD MEMBERS.
F990_P06_S0A_L07b	Form 990, Part VI, Section A, Line 7b	VARIOUS DECISIONS SUCH AS INDEBTEDNESS OF A CERTAIN SCOPE, MISSION OF THE ORGANIZATION, AND FINAL APPROVAL OF BOARD MEMBERS MUST BE BY CLASS A MEMBERS OF CONGREGATION OF SISTERS OF ST AGNES SPONSORSHIP MINISTRY BOARD.
F990_P06_S0B_L11b	Form 990, Part VI, Section B, Line 11b	ANNUALLY, THE BOARD OF DIRECTORS IS PROVIDED AN OVERVIEW OF THE FORM 990 AND HAS AN OPPORTUNITY TO ASK QUESTIONS AND PROVIDE INPUT.
F990_P06_S0B_L12c	Form 990, Part VI, Section B, Line 12c	ANNUALLY, CONFLICT OF INTEREST STATEMENTS AND POLICY ARE DISTRIBUTED TO MEMBERS OF THE BOARD AND ANY EMPLOYEE WHO HAS AUTHORITY TO ENTER INTO CONTRACTS AND OTHER TRANSACTIONS ON BEHALF OF MONROE CLINIC. THE COMPLETED FORMS ARE REVIEWED BY ADMINISTRATION.
F990_P06_S0B_L15	Form 990, Part VI, Section B, Line 15	THE ORGANIZATION'S CEO AND SENIOR LEADERSHIP TEAM'S COMPENSATION PLAN IS REVIEWED AND APPROVED AT FORMAL MEETINGS OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT NON-EMPLOYEE MEMBERS WHO HAVE NO PERSONAL INTEREST IN THE COMPENSATION AGREEMENT TO BE REVIEWED AND RECOMMENDED BY THE COMPENSATION COMMITTEE. THE COMMITTEE REVIEWS COMPARABLE WISCONSIN AND NATIONAL COMPENSATION DATA AND ESTABLISHES BASE COMPENSATION AT THE COMPARABLE MARKET MEDIAN BY THE POSITION AS OUTLINED IN THE COMPENSATION COMMITTEE CHARTER. ADDITIONALLY THE COMMITTEE HAS AUTHORITY TO RETAIN A COMPENSATION CONSULTANT TO ASSIST THE COMMITTEE IN EVALUATING SENIOR MANAGEMENT COMPENSATION.
F990_P06_S0C_L19	Form 990, Part VI, Section C, Line 19	A PAPER COPY OF THE DOCUMENTS/STATEMENTS IS PROVIDED UPON REQUEST.
F990_P11_S00_L05	Form 990, Part XI, Line 5	OTHER CHANGES IN NET ASSETS OR FUND BALANCES EQUITY IN EARNINGS OF UNCONSOLIDATED AFFILIATES 126,464 CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 497,153 OTHER (164,640) TOTAL 458,977
F990_P11_S00_L09	Form 990, Part XI, Line 9	EQUITY IN EARNINGS OF UNCONSOLIDATED AFFILIATES 124,464 CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 497,153 OTHER (164,640) TOTAL 458,977

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	MONROE CLINIC AND HOSPITAL FOUNDATION INC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	515 22ND AVENUE	AddressLine1
City	MONROE	City
State	WI	State
ZIP Code	53566	ZIPCode

Field	Value	IRS element (for citing)
EIN	205769038	EIN
Primary Activities	SUPPORT THE MISSION OF THE MONROE CLINIC	PrimaryActivities
Legal Domicile State	WI	LegalDomicileState
Exempt Code Section	501(C) (3)	ExemptCodeSection
Public Charity Status	LINE 7	PublicCharityStatus
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Controlled Org	0	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	1	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	0	DividendsRelatedOrganization
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	0	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Form990 Schedule R Part VII Form990ScheduleRPartVII

Field	Value	IRS element (for citing)
Identifier	SchR_P02_S00_L00	Identifier
Return Reference	Schedule R, Part II	ReturnReference
Explanation	LINE 1, (B) PRIMARY ACTIVITY IS TO SUPPORT THE MISSION OF THE MONROE CLINIC	Explanation

Reasonable Cause Explanation ReasonableCauseExplanation

Field	Value	IRS element (for citing)
Explanation	AN EXTENSION OF TIME TO FILE WAS FILED AND APPROVED. NOTICE NUMBER CP211A WAS RECEIVED SEPTEMBER 2, 2013 FROM THE DEPARTMENT OF THE TREASURY INTERNAL REVENUE SERVICE.	Explanation