THE MONROE CLINIC INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: THE MONROE CLINIC INC (EIN 39-0808509)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-11
IRS object ID: 201923159349301962
Schema version: 2018v3.1
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 C
Schedule D
Schedule H
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-11T10:30:19-06:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	390808509	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Monroe Clinic Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MONR	BusinessNameControlTxt
Phone	6083242000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 22nd Avenue	AddressLine1Txt
City	Monroe	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53566	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Doug Long	PersonNm
Person Title	Secretary	PersonTitleTxt
Signature	2019-11-11	SignatureDt

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-03-31 21:24:44Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Michael Sanders	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 22nd Avenue	AddressLine1Txt
City	Monroe	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53566	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$190,259,477	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Group Exemption	0928	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MONROECLINIC.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1963	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	THE MONROE CLINIC, INC. PROVIDES HEALTHCARE SERVICES TO THE COMMUNITIES IN AND SURROUNDING GREEN COUNTY, WI, AND STEPHENSON COUNTY, IL. MEDICAL SERVICES ARE PROVIDED REGARDLESS OF AN INDIVIDUAL'S ABILITY TO PAY.	ActivityOrMissionDesc
Voting Members Governing Body	18	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	1447	TotalEmployeeCnt
Total Volunteers	241	TotalVolunteersCnt
Total Gross UBI	$5,097,185	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$723,780	PYContributionsGrantsAmt
CY Contributions Grants	$245,233	CYContributionsGrantsAmt
PY Program Service Revenue	$172,765,963	PYProgramServiceRevenueAmt
CY Program Service Revenue	$177,336,847	CYProgramServiceRevenueAmt
PY Investment Income	$1,465,002	PYInvestmentIncomeAmt
CY Investment Income	$4,951,748	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$7,545,316	CYOtherRevenueAmt
PY Total Revenue	$174,954,745	PYTotalRevenueAmt
CY Total Revenue	$190,079,144	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$99,663,015	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$107,949,176	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$69,914,739	PYOtherExpensesAmt
CY Other Expenses	$67,072,333	CYOtherExpensesAmt
PY Total Expenses	$169,577,754	PYTotalExpensesAmt
CY Total Expenses	$175,021,509	CYTotalExpensesAmt
PY Revenues Less Expenses	$5,376,991	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$15,057,635	CYRevenuesLessExpensesAmt
Total Assets BOY	$282,069,217	TotalAssetsBOYAmt
Total Assets EOY	$290,834,327	TotalAssetsEOYAmt
Total Liabilities BOY	$97,750,164	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$95,931,711	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$184,319,053	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$194,902,616	NetAssetsOrFundBalancesEOYAmt
Mission	WORKING TOGETHER TO ACHIEVE THE HIGHEST STANDARDS IN HEALTHCARE, WE CREATE HEALTHY COMMUNITIES THROUGH GOD'S HEALING SPIRIT. VISION: EXCEPTIONAL HEALTHCARE, AN EXCEPTIONAL EXPERIENCE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$148,279,746	ExpenseAmt
Revenue	$177,336,847	RevenueAmt
Desc	Please see Schedule O for a complete description of program service accomplishments.	Desc
Total Program Service Expenses	$148,279,746	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	1811	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1447	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	Yes (true)	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	18	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Wade Weis	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6083242775	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 22nd Avenue	AddressLine1Txt
City	Monroe	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53566	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 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
Michael Sanders
Director, President/CEO	40.0	1.0	Yes (X)	Yes (X)	$879,421	$0	$289,735
James Berberet
Director, Chairperson	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
Michelle Brukwicki
Director, Treasurer & Vice Chairperson	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
Pat Leitzen Fye
Director, Vice Chairperson	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
Darren Pipp
Director, Assistant Secretary, Interim Chief Medical Officer	40.0	0	Yes (X)	Yes (X)	$507,687	$0	$21,073
Christine Wellington
Pt Yr Director, Pt Yr Chairperson	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
Mark Thompson
Director	1.0	43.0	Yes (X)		$0	$468,527	$165,437
Steven N Little
Director	1.0	43.0	Yes (X)		$0	$1,100,409	$164,422
Wendy Baumann
Director	1.0	0	Yes (X)		$0	$0	$0
Paul Bekx
Pt Yr Director, Chief of Staff	40.0	0	Yes (X)		$34,838	$0	$25,426
Sister Mary Noel Brown
Pt Yr Director	1.0	0	Yes (X)		$0	$0	$0
Patty James
Director	1.0	0	Yes (X)		$0	$0	$0
Joshua Morrison
Director, Physician	40.0	0	Yes (X)		$421,170	$0	$32,530
Anthony Rogerson
Director, Physician	40.0	0	Yes (X)		$628,720	$0	$35,072
Sister Susan Stucki
Director	1.0	0	Yes (X)		$0	$0	$0
Larry Williams
Pt Yr Director	1.0	0	Yes (X)		$0	$0	$0
Joseph Ehle
Director, Physician	40.0	0	Yes (X)		$439,438	$0	$33,109
Greg Fedders
Director	1.0	0	Yes (X)		$0	$0	$0
Craig Hoesly
Director	1.0	0	Yes (X)		$0	$0	$0
Sister Donna Innes
Director	1.0	0	Yes (X)		$0	$0	$0
John King
Director	1.0	0	Yes (X)		$0	$0	$0
Judy Thompson
Director	1.0	0	Yes (X)		$0	$0	$0
Sister Jomarie Zielke
Director	1.0	0	Yes (X)		$0	$0	$0
James Nemeth
Pt Yr Chief Financial Officer	40.0	0		Yes (X)	$130,793	$0	$3,281
Julie Wilke
Interim Chief Financial Officer	40.0	0		Yes (X)	$301,367	$0	$228,577
Lucinda Werkheiser
VP/Service Excellence	40.0	0			$261,797	$0	$60,923	Yes (X)
Carrie Blum
Chief Information Officer	40.0	0			$278,019	$0	$59,431	Yes (X)
Paula Raibley-Elmer
Pt Yr VP/Chief Nursing Officer	40.0	0			$262,603	$0	$51,221	Yes (X)
Jane Monahan
VP Ministry/HR	40.0	0			$284,214	$0	$72,261	Yes (X)
Patrick Loney
Pt Yr Vice President	40.0	0			$302,762	$0	$5,071	Yes (X)
Lance Sathoff
Physician	40.0	0			$688,090	$0	$57,588		Yes (X)
Nicholas Maxwell
Physician/General surgeon	40.0	0			$962,659	$0	$65,925		Yes (X)
Andrew Rikkers
Physician/General surgeon	40.0	0			$685,552	$0	$22,010		Yes (X)
Arif Ahmad
Physician	40.0	0			$749,299	$0	$44,988		Yes (X)
Adam Schiro
Physician	40.0	0			$659,220	$0	$57,747		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,477,647	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,568,937	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,495,828	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	127	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CG SCHMIDT INC
11777 WEST LAKE PARK DRIVE	MILWAUKEE	WI	53224	CONSTRUCTION MANAGEMENT	$13,700,295
EPIC SYSTEMS CORPORATION
1979 MILKY WAY	VERONA	WI	53593	EHR MANAGEMENT	$2,788,347
COMPHEALTH
7259 S BINGHAM JCT BLVD	MIDVALE	UT	84047	STAFFING SERVICES	$2,650,911
HURON HEALTHCARE
550 W VAN BUREN ST 1700	CHICAGO	IL	60607	CONSULTING SERVICES	$1,884,908
KAHLER SLATER ARCHITECTS INC
111 WEST WISCONSIN AVENUE	MILWAUKEE	WI	53203	ARCHITECTURAL SERVICES	$1,049,335

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	98	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Related Organizations	$125,053	RelatedOrganizationsAmt
Government Grants	$1,742	GovernmentGrantsAmt
All Other Contributions	$118,438	AllOtherContributionsAmt
Total Contributions	$245,233	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	NET PATIENT SERVICE REVENUE	Desc
Business	621110	BusinessCd
Total Revenue Column	$177,336,847	TotalRevenueColumnAmt
Related Or Exempt Func Income	$177,336,847	RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$177,336,847	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,519,976	TotalRevenueColumnAmt
Exclusion	$2,519,976	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$120,475	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$120,475	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$120,475	TotalRevenueColumnAmt
Exclusion	$120,475	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,432,477	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$705	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,432,477	SecuritiesAmt
Other	-$705	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,431,772	TotalRevenueColumnAmt
Exclusion	$2,431,772	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$275,185	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$179,628	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$95,557	TotalRevenueColumnAmt
Exclusion	$95,557	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
GAIN ON EARLY EXTINGUISHMENT OF DEBT	900099	$554,792	$554,792
CAFETERIA	722210	$1,677,307	$1,677,307
PHARMACY	446110	$1,753,725		$1,753,725

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,343,460	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$3,343,460	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$7,329,284	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$190,079,144	TotalRevenueColumnAmt
Related Or Exempt Func Income	$177,336,847	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$5,097,185	UnrelatedBusinessRevenueAmt
Exclusion	$7,399,879	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,650,539	TotalAmt
Program Services	$4,903,878	ProgramServicesAmt
Management And General	$746,661	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$81,889,398	TotalAmt
Program Services	$71,068,547	ProgramServicesAmt
Management And General	$10,820,851	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$4,126,874	TotalAmt
Program Services	$3,581,550	ProgramServicesAmt
Management And General	$545,324	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$10,944,288	TotalAmt
Program Services	$8,854,317	ProgramServicesAmt
Management And General	$2,089,971	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$5,338,077	TotalAmt
Program Services	$4,632,704	ProgramServicesAmt
Management And General	$705,373	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$10,572	TotalAmt
Management And General	$10,572	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$93,345	TotalAmt
Management And General	$93,345	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$14,649,785	TotalAmt
Program Services	$9,158,375	ProgramServicesAmt
Management And General	$5,491,410	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$542,226	TotalAmt
Management And General	$542,226	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,916,209	TotalAmt
Program Services	$4,346,116	ProgramServicesAmt
Management And General	$4,570,093	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,491,242	TotalAmt
Program Services	$1,520,762	ProgramServicesAmt
Management And General	$970,480	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$776,755	TotalAmt
Program Services	$677,210	ProgramServicesAmt
Management And General	$99,545	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$423,130	TotalAmt
Program Services	$367,218	ProgramServicesAmt
Management And General	$55,912	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,007,390	TotalAmt
Program Services	$2,007,390	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,452,801	TotalAmt
Program Services	$7,452,801	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$343,312	TotalAmt
Program Services	$343,312	ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
MEDICAL SUPPLIES	$25,899,513	$25,899,513
MEDICAID PROVIDER TAX	$3,066,084	$3,066,084
LICENSES & TAXES	$399,969	$399,969

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$175,021,509	TotalAmt
Program Services	$148,279,746	ProgramServicesAmt
Management And General	$26,741,763	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$7,547	BOYAmt
EOY	$7,391	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$9,086,645	BOYAmt
EOY	$12,193,180	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$32,990,025	BOYAmt
EOY	$26,945,921	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$1,580,382	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$3,714,204	BOYAmt
EOY	$3,913,039	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,696,067	BOYAmt
EOY	$2,739,673	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$119,066,466	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$7,452,801	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$98,381,256	BOYAmt
EOY	$111,613,665	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$132,555,188	BOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$108,879,894	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$4,392,068	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,638,285	BOYAmt
EOY	$18,569,114	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$282,069,217	BOYAmt
EOY	$290,834,327	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$16,610,064	BOYAmt
EOY	$20,452,714	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$87,326	BOYAmt
EOY	$879,415	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$69,041,631	BOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$12,011,143	BOYAmt
EOY	$74,599,582	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$97,750,164	BOYAmt
EOY	$95,931,711	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$184,221,826	BOYAmt
EOY	$190,499,764	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$97,227	BOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
EOY	$4,402,852	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$184,319,053	BOYAmt
EOY	$194,902,616	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$282,069,217	BOYAmt
EOY	$290,834,327	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$15,057,635	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$5,857,216	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1,383,144	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

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 C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$4,702	OtherActivitiesAmt
Total Lobbying Expenditures	$4,702	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	WISCONSIN HOSPITAL ASSOCIATION AND CATHOLIC HOSPITAL ASSOCIATION DUES ARE ALLOCATED TO LOBBYING.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,867,620	BeginningYearBalanceAmt
Contributions	$46,068	ContributionsAmt
Investment Earnings Or Losses	-$168,501	InvestmentEarningsOrLossesAmt
End Year Balance	$3,745,187	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,585,767	BeginningYearBalanceAmt
Contributions	$5,101	ContributionsAmt
Investment Earnings Or Losses	$276,752	InvestmentEarningsOrLossesAmt
End Year Balance	$3,867,620	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,313,994	BeginningYearBalanceAmt
Contributions	$85	ContributionsAmt
Investment Earnings Or Losses	$271,688	InvestmentEarningsOrLossesAmt
End Year Balance	$3,585,767	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,300,227	BeginningYearBalanceAmt
Contributions	$37,367	ContributionsAmt
Investment Earnings Or Losses	-$23,600	InvestmentEarningsOrLossesAmt
End Year Balance	$3,313,994	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,125,858	BeginningYearBalanceAmt
Contributions	$59,712	ContributionsAmt
Investment Earnings Or Losses	$203,657	InvestmentEarningsOrLossesAmt
Other Expenditures	$89,000	OtherExpendituresAmt
End Year Balance	$3,300,227	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.4	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.6	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,050,000	OtherCostOrOtherBasisAmt
Book Value	$3,050,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$77,784,637	OtherCostOrOtherBasisAmt
Depreciation	$4,131,168	DepreciationAmt
Book Value	$73,653,469	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,315,250	OtherCostOrOtherBasisAmt
Depreciation	$260,191	DepreciationAmt
Book Value	$1,055,059	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,843,466	OtherCostOrOtherBasisAmt
Depreciation	$3,061,442	DepreciationAmt
Book Value	$10,782,024	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$23,073,113	OtherCostOrOtherBasisAmt
Book Value	$23,073,113	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$111,613,665	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
SSM COMPREHENSIVE INVESTMENT PROGRAM	$107,477,582	F
INVESTMENTS IN JOINT VENTURES	$1,402,312	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$108,879,894	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
OTHER ASSETS	$12,771,158
THIRD-PARTY PAYOR RECEIVABLE	$1,280,000
DUE FROM AFFILIATES	$4,517,956

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$18,569,114	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
DEFERRED COMPENSATION	$10,020,815
ASSET RETIREMENT OBLIGATION	$384,762
ALLOCATED TAX-EXEMPT DEBT FROM SSM HEALTH CARE CORPORATION	$64,194,005

Field	Value	IRS element (for citing)
Total Liability	$74,599,582	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule D, Part V, Line 4 Intended uses of endowment funds

THE OPERATING ENDOWMENT HAS BEEN ESTABLISHED TO SUPPORT THE OPERATING COSTS OF THE MONROE CLINIC AND HOSPITAL FOUNDATION. THE FUTURE OF HEALTHCARE ENDOWMENT HAS BEEN ESTABLISHED TO PROVIDE FUNDING FOR GRANTS AND PROGRAMS THAT SUPPORT THE MONROE CLINIC AND HOSPITAL FOUNDATION MISSION.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

THE MONROE CLINIC'S FINANCIAL INFORMATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF A RELATED ORGANIZATION, SSM HEALTH (SSMH), BEGINNING WITH THE 2018 CALENDAR YEAR. SSMH EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS RECORDED IN 2018.

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	120	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd
Percent300	Yes (X)	Percent300Ind
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	false	ExpensesExceedBudgetInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,094,167	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,094,167	NetCommunityBenefitExpnsAmt
Total Expense	0.0063	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$23,903,807	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$10,839,682	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$13,064,125	NetCommunityBenefitExpnsAmt
Total Expense	0.0746	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$24,997,974	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$10,839,682	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$14,158,292	NetCommunityBenefitExpnsAmt
Total Expense	0.0809	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$561,640	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$561,640	NetCommunityBenefitExpnsAmt
Total Expense	0.0032	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$228,917	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$228,917	NetCommunityBenefitExpnsAmt
Total Expense	0.0013	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,155,104	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$2,155,104	NetCommunityBenefitExpnsAmt
Total Expense	0.0123	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$68,082	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$68,082	NetCommunityBenefitExpnsAmt
Total Expense	0.0004	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$3,013,743	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$3,013,743	NetCommunityBenefitExpnsAmt
Total Expense	0.0172	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$28,011,717	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$10,839,682	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$17,172,035	NetCommunityBenefitExpnsAmt
Total Expense	0.0981	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$100	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$100	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$100	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$100	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$8,494,622	BadDebtExpenseAmt
Reimbursed By Medicare	$31,882,162	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$35,804,724	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$3,922,562	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

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

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Monroe Clinic	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 22nd Avenue	AddressLine1Txt
City	Monroe	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53566	ZIPCd

Field	Value	IRS element (for citing)
Website Address	www.monroeclinic.org	WebsiteAddressTxt
State License	56	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Teaching Hospital	Yes (X)	TeachingHospitalInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd
Facility Reporting Group	A	FacilityReportingGroupCd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	A	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	18	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	false	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	https://www.monroeclinic.org/communityhealthplan	OwnWebsiteURLTxt
Other Website	Yes (X)	OtherWebsiteInd
Other Website URL	https://www.ssmhealth.com/about/chna	OtherWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	19	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	https://www.ssmhealth.com/about/chna	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	120.0	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	300.0	FPGFamilyIncmLmtDscntCarePct
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Residency Criteria	Yes (X)	ResidencyCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	https://www.monroeclinic.org/communitycare	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	https://www.monroeclinic.org/communitycare	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	https://www.monroeclinic.org/communitycare	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicare Private	Yes (X)	LookBackMedicarePrivateInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3E	THE HOSPITAL FACILITY ANALYZED SEVERAL HEALTH NEEDS OF THE COMMUNITY AND HAS PRIORITIZED THOSE OF MOST CONCERN. THE PRIORITIZATION OF THE TOP SIGNIFICANT COMMUNITY HEALTH NEEDS IS DESCRIBED IN THE CHNA.
Schedule H, Part V, Section B, Line 5 Facility A, 1	Facility A, 1 - Monroe Clinic. The hospital facility designed and administered a community health survey to assess the top health-related needs perceived in the county. A total of 350 responses to the survey, which was distributed via paper and online, were collected. The survey was taken by community members, healthcare providers, key stakeholders, and community advisors. Secondary data from multiple sources was analyzed and revealed health disparities and key issues impacting social determinants of health. The community survey results and secondary data were presented to the coalition who then used the information to identify community health themes and issues. Secondary data from multiple sources also revealed health disparities and issues. This secondary data and the community perception survey results were presented to a group of community stakeholders, who used the data to make final selections to identify community health priorities.
Schedule H, Part V, Section B, Line 6b Facility A, 1	Facility A, 1 - Monroe Clinic. The facility conducted its 2018 CHNA through extensive collaboration with Green County (WI) Public Health.
Schedule H, Part V, Section B, Line 11 Facility A, 1	Facility A, 1 - Monroe Clinic. The hospital identified various health needs in the 2018 CHNA. In order to make meaningful impact, and to use its finances most effectively and efficiency, the hospital will place primary focus on the following key priorities: - Substance abuse - Mental health - Physical activity - Food security and breastfeeding Substance abuse Multiple factors contribute to substance abuse: mental health needs, poor economic conditions, high poverty rates, lower educational attainment levels, higher percentages of individuals living alone, and easy access to alcohol and other substances. Additionally, statistics show: - Alcohol is the most widely-used and widely-abused drug - Two-thirds of adults regularly consuming alcohol - 13 percent of the US population is classified as binge drinkers The hospital has taken the following steps to improve substance abuse in the community: - Implemented a "Drug Court" system in Green County - Hosted seven community Narcan trainings - Provided new services to residents for AODA & Mental Health - Implemented a Teen Intervene program in two schools - Distributed 80 medication lock boxes, drug disposal kits, and promoted use of drug drop off boxes - Monroe Clinic implemented a patient pain reduction contract and chronic pain education class to reduce the use of opioids - Hosted five opioid movie screenings and a variety of media and health promotions - Initiated a Youth to Youth group in Brodhead - Received grant funds to provide counseling, case management, nursing care, medication and assisted treatment, detoxification, and residential treatment services to the county Mental health One in five Americans suffer from a mental health issue each year. Mental health includes our emotional, psychological, and social well-being. It impacts general health and quality of life at every stage. Locally, mental health professions are challenged by a need for services that exceeds availability. The result is mental health care in Green County is largely focused on providing crisis intervention and follow-up services. The hospital has taken the following steps to improve mental health in the community: - Collaborated with "Better Brodhead" in expanding behavioral health services to the Brodhead area - Facilitated psychosocial skills groups at Brodhead High School and Monroe Middle School - Conceptualized a "Mental Health Navigator" role and partnered with the UW School of Medicine and Public Health for a feasibility study - Collaborative partner with the Southern Wisconsin Behavioral Health Partnership - Monroe Clinic sponsored two Mental Health First Aid trainings a year and have trained over 200 individuals Physical activity A sedentary lifestyle impacts health on many levels and is often a key contributor to obesity. The percentage of individuals considered overweight or obese continues to rise on a national and local level. Increased physical activity is proven to lower obesity rates as well as decrease risks for health conditions, such as heart disease, stroke, diabetes, depression and certain types of cancer. Additionally, statistics show: - Green County's obesity rate is 35% - Wisconsin's state-wide obesity rate is 31% The hospital has taken the following steps to improve physical activity in the community: - Surpassed goal of 20 participating businesses for company to company physical activity challenge in second year of "Let's get Moo-Ving Green County" - 1,391 participants recorded 526,473 minutes of physical activity in "Let's Get Moo-Ving Green County" challenge in 2018 - Promoted use of Badger State Trail by creating Green County Bike Resource Guide/Trail Map and held events on the trail - Supported addition of mile markers to Badger State Trail Food security and breastfeeding Food security is met when all people, at all times, have physical, social, and economic access to sufficient, safe, and nutritious food. A changing climate, growing global population, rising food prices, and environmental stressors may continue to have undetermined impacts on food security. Statistics show that Green County's food insecurity rate is 9 percent. At birth and the months following, the best source of food security for babies is breastfeeding. Breastmilk helps fight infections and respiratory illnesses in infants. It can also lower the risk of sudden infant death syndrome in the first year of baby's life. The hospital has taken the following steps to improve food security and breastfeeding in the community: - The Monroe Farmers Market saw a 35% increase in the number of vendors - EBT (Electronic Benefit Transfer) machine was added to the farmers market - 55 different SNAP clients bought from the Farmers Market - Farmers Market vendors donated 4,380 pounds of food to local food pantries in the past three years - Two breastfeeding resources were developed, endorsed and used regionally by community partners - Five certified lactation counselors are now available to provide support and education to breastfeeding families - 48 Green County employers received tool-kits with breastfeeding policies and practices - Monroe Clinic/SSM Health and and Green County Government adopted a workplace breastfeeding policy The hospital has no plans to discontinue other community benefit efforts addressing the remaining CHNA-identified needs and address additional community needs within its efforts. The following community needs were identified but have not been prioritized due to the hospital's limited resources at this time (additional descriptions available in the 2018 CHNA): - Dementia/aging population - Housing - Access to care

Field	Value	IRS element (for citing)
Facility	10	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
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

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part I, Line 6a Community benefit report prepared by related organization	SSM Health Care Corporation, 46-6029223
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	The amounts reported on Form 990, Schedule H, Part I, Line 7a, 7b, and 7c were determined using the cost to charge ratio derived from worksheet 2 in the schedule h instructions. Form 990, schedule h, part I, Lines 7e, 7f, 7g, 7h, and 7i are reported at cost as reported in the organization's financial statements. The calculation of Schedule H, Part I, Line 7, Column F utilizes 990, Part IX, Line 25, Column A, which does not include Bad Debt Expense.
Schedule H, Part II Community Building Activities	The Monroe Clinic actively participates in a wide array of community and civic organizations in the promotion of health care and community building activities.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	THE BAD DEBT EXPENSE REPORTED ON PART III, LINE 2 IS AT CHARGES AS RECORDED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ALLOWANCE FOR BAD DEBT IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING BUSINESS AND GENERAL ECONOMIC CONDITIONS IN ITS SERVICE AREA, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. THE BAD DEBT ALLOWANCE IS CALCULATED AS A PERCENTAGE OF PATIENT RECEIVABLES AFTER DEDUCTIONS FOR ESTIMATED PROVISIONS FOR CONTRACTUAL ADJUSTMENTS (DISCOUNTS) ON SERVICES PROVIDED TO ENROLLEES OF MEDICARE, MEDICAID, THIRD-PARTY PAYOR PROGRAMS, CHARITY CARE, UNINSURED DISCOUNTS, AND OTHER ADMINISTRATIVE ADJUSTMENTS.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	The Monroe Clinic is part of the SSM Health consolidated audit. The footnote that references the treatment of uncollectible accounts and implicit price concessions in the December 31, 2018 consolidated audit is contained on page 23 and 24 of the attached financial statements.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	THE COSTING METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COST WAS BASED ON THE MEDICARE PRINCIPLES USED IN COMPLETING THE MEDICARE COST REPORT. ALL COST REPORTED CAME FROM THE MEDICARE COST REPORT. SSM HEALTH ACCEPTS ALL MEDICARE PATIENTS WITH THE KNOWLEDGE THAT THERE MAY BE SHORTFALLS AND OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY. SSM HEALTH BELIEVES THAT ANY MEDICARE SHORTFALL SHOULD BE TREATED AS A COMMUNITY BENEFIT BECAUSE MEDICARE DOES NOT FULLY COMPENSATE HOSPITALS FOR THE COST OF PROVIDING HOSPITAL CARE TO MEDICARE BENEFICIARIES, AS MEDICARE ALLOWED COST IS LESS THAN ACTUAL COST.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	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.
Schedule H, Part V, Section B, Line 16a FAP website	A - Monroe Clinic: Line 16a URL: https://www.monroeclinic.org/communitycare;
Schedule H, Part V, Section B, Line 16b FAP Application website	A - Monroe Clinic: Line 16b URL: https://www.monroeclinic.org/communitycare;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	A - Monroe Clinic: Line 16c URL: https://www.monroeclinic.org/communitycare;
Schedule H, Part VI, Line 2 Needs assessment	SSM Health (SSMH) participates in Community Benefit according to our vision, Through our participation in the healing ministry of Jesus Christ, communities, especially those that are economically, physically, and socially marginalized, will experience improved health in mind, body, spirit and environment. In the tradition of our founders, the Franciscan Sisters of Mary, caring for those in greatest need remains our organizational priority. Today our System Board monitors Community Benefit efforts, and views achievement of our vision as a primary responsibility. The purpose of SSMH's Community Benefit program is to assess and address community health needs. Making our communities healthier in measurable ways is always our goal. To fulfill this commitment, SSMH's Community Benefit is divided into two parts: 1) Community Health Needs Assessment (CHNA), and 2) Community Benefit Inventory for Social Accountability (CBISA). The CHNA is an assessment and prioritization of community health needs and the adoption and implementation of strategies to address those needs. A CHNA is conducted every three years by each hospital according to the following steps: * Assess and prioritize community health needs: Gather CHNA data from secondary sources; obtain input from stakeholders representing the broad interests of the community through interviews and focus groups; use data to select top health priorities; and complete written CHNA. * Develop, adopt, and implement strategies to address top-health priorities: Establish strategies to address priorities; complete Strategic Implementation Plan; obtain Regional/Divisional Board approval; and integrate strategies into operational plan. * Make CHNA widely available to the public: Publish CHNA and summary document on hospital's website. * Monitor, track, and report progress on top health priorities: Collect data and evaluate progress; report to Regional/Divisional Board every six months and System Board every year; share findings with community stakeholders; and send results to finance for submission to the Internal Revenue Service (IRS). System Office staff and leaders oversee and monitor SSMH's Community Benefit Program, and ensure reporting is in compliance with IRS regulations. In collaboration with community stakeholders and partner organizations, SSM Health Care Corporation also identifies needs based on assessments and research, and SSMH facilities also involve case managers and care team staff to pinpoint critical health issues in the community. All hospital CHNAs are completed, approved, and integrated into the organization's strategic plan. We continue to monitor and assess the progress of our local efforts in the spirit of caring for others and improving community health.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	Each entity providing medical service shall provide information to the public regarding its charity care policies and the qualification requirements for each of its facilities. When standard system notices and communication regarding charity care are available, these must be used. Modifications to the standard may be made to comply with state and local laws, as well as reflect culturally sensitive terminology for the policy. All notices are easy to understand by the general public, culturally appropriate and available in those languages that are prevalent in the community. They provide information about: * The patient's responsibility for payment, * The availability of financial assistance from public programs and entity charity care and payment arrangements, * The entity's charity policy and application process, and * Who to contact to get additional information or financial counseling. The following types of notices to the public are provided: * Signs in the emergency department, outpatient and inpatient registration and public waiting areas. * Brochures or fliers provided at time of registration and available in the financial counseling areas. * Notices sent with or on patient bills or communications sent to patients and guarantors related to medical services. * Applications provided to uninsured patients at the time of registration. The application for charity care, together with any instructions, must clearly state the policies regarding charity care, including excluded services, eligibility criteria and documentation requirements. Information about the entity's charity policies is also provided to public agencies.
Schedule H, Part VI, Line 4 Community information	The Monroe Clinic is located in Monroe, Wisconsin, in Green County. The county accounts for 51% of Monroe Clinic's clinic visits and 53% of its hospital admissions. The Monroe Clinic's service area also consists of portions of Lafayette and Rock Counties in Wisconsin, as well as portions of northern Illinois. The 2018 population estimate for the service area was 37,050. In Green County, the population is growing older. The median age in 2015 was 42.8 years old; however, by 2020, it is estimated that there will be a 37% increase (since 2010) in the population of those 65 years and older. Median Household income was reported at $57,416 in 2016, slightly higher than the state as a whole. Likewise, the county's poverty rate of 9 percent was below state and national averages. High school degrees were obtained by 43 percent of the county and a Bachelor's degree by 10 percent. Additional demographic and statistical information on the hospital's community can be found throughout the 2018 CHNA.
Schedule H, Part VI, Line 5 Promotion of community health	The Monroe Clinic participates in a wide array of community programs throughout the area to further its exempt purpose of promoting the health of the community. The community initiatives build on the strengths of our communities and systems to improve the quality of life and to create a sense of hope. Community Benefit initiatives build community capacity and individual empowerment through community organizing, leadership development, partnerships, and coalition building. Our Community Health programs provide compassionate and competent care while they promote health improvement by reaching directly into the community to ensure that low-income and under-served persons can access health care services. Focusing on a broad definition of health, Monroe Clinic provides medical and mental health services, health education, health management, prevention, referrals, insurance enrollment and in-home primary care services and support, while fostering collaboration and incorporating Community Benefit strategies. The Monroe Clinic promotes grassroots advocacy and engages persons of influence to affect social and public policy change in order to promote community health. The Monroe Clinic also furthers its exempt purpose with the following activities: * Operates an emergency room that is open to all persons regardless of ability to pay, * Has an open medical staff with privileges available to all qualified physicians in the area, * Engages in the training and education of health care professionals, * Participates in Medicaid, Medicare, Champus, Tricare, and/or other government-sponsored health care programs * All surplus funds generated by SSMH entities are reinvested in improving our patient care delivery system.
Schedule H, Part VI, Line 6 Affiliated health care system	The Monroe Clinic is a 501(c)(3) organization and is a member of the integrated health care system known as SSM Health.
Schedule H, Part VI, Line 7 State filing of community benefit report	IL, WI

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	Yes (true)	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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
Michael Sanders
Director, President/CEO	$749,843	$0	$122,720	$0	$6,858	$0	$286,991	$0	$2,744	$0	$1,169,156	$0	$122,720	$0
Darren Pipp
Director, Assistant Secretary, Interim Chief Medical Officer	$507,185	$0	$402	$0	$100	$0	$20,321	$0	$753	$0	$528,760	$0	$402	$0
Mark Thompson
Director	$0	$464,762	$0	$0	$0	$3,766	$0	$137,069	$0	$28,368	$0	$633,964	$0	$0
Steven N Little
Director	$0	$705,971	$0	$360,006	$0	$34,432	$0	$144,018	$0	$20,404	$0	$1,264,831	$0	$0
Joshua Morrison
Director, Physician	$420,708	$0	$402	$0	$60	$0	$30,813	$0	$1,718	$0	$453,700	$0	$402	$0
Anthony Rogerson
Director, Physician	$628,060	$0	$402	$0	$258	$0	$33,354	$0	$1,718	$0	$663,792	$0	$402	$0
Joseph Ehle
Director, Physician	$438,946	$0	$402	$0	$90	$0	$31,391	$0	$1,718	$0	$472,547	$0	$402	$0
Julie Wilke
Interim Chief Financial Officer	$300,948	$0	$0	$0	$419	$0	$227,875	$0	$702	$0	$529,944	$0	$0	$0
Lucinda Werkheiser
VP/Service Excellence	$227,073	$0	$34,131	$0	$594	$0	$59,306	$0	$1,617	$0	$322,720	$0	$34,131	$0
Carrie Blum
Chief Information Officer	$239,823	$0	$37,953	$0	$243	$0	$57,686	$0	$1,746	$0	$337,450	$0	$37,953	$0
Paula Raibley-Elmer
Pt Yr VP/Chief Nursing Officer	$220,399	$0	$40,966	$0	$1,238	$0	$46,779	$0	$4,442	$0	$313,824	$0	$40,966	$0
Jane Monahan
VP Ministry/HR	$246,612	$0	$36,588	$0	$1,014	$0	$70,561	$0	$1,700	$0	$356,475	$0	$36,588	$0
Patrick Loney
Pt Yr Vice President	$271,056	$0	$31,600	$0	$106	$0	$4,503	$0	$568	$0	$307,833	$0	$31,600	$0
Lance Sathoff
Physician	$687,550	$0	$402	$0	$138	$0	$39,293	$0	$18,295	$0	$745,678	$0	$402	$0
Nicholas Maxwell
Physician/General surgeon	$961,861	$0	$402	$0	$396	$0	$49,380	$0	$16,545	$0	$1,028,583	$0	$402	$0
Andrew Rikkers
Physician/General surgeon	$685,101	$0	$402	$0	$49	$0	$10,673	$0	$11,337	$0	$707,562	$0	$402	$0
Arif Ahmad
Physician	$748,639	$0	$402	$0	$258	$0	$43,270	$0	$1,718	$0	$794,287	$0	$402	$0
Adam Schiro
Physician	$658,995	$0	$177	$0	$48	$0	$39,452	$0	$18,295	$0	$716,967	$0	$177	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a Health or social club dues or initiation fees	The organization paid social club dues on behalf of the following individuals listed on Part VII, Section A in 2018. These payments were included in their taxable compensation. Michael Sanders $120
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	The following individuals listed on Part VII, Section A, Line 1a participate in a nonqualified retirement plan and received the following distributions in 2018: Paul Bekx $24,152 Julie Wilke $63,826 The following individuals listed on Part VII, Section A, Line 1a participate in a nonqualified retirement plan and earned the following amounts in 2018: Arif Ahmad $9,200 Carrie Blum $3,557 Joseph Ehle $5,615 Paula Raibley-Elmer $16,391 Nicholas Maxwell $11,817 Jane Monahan $20,438 Joshua Morrison $5,256 Darren Pipp $6,146 Anthony Rogerson $7,759 Michael Sanders $140,084 Lance Sathoff $7,968 Adam Schiro $7,927 Lucinda Werkheiser $13,255 Mark Thompson, MD $38,000 Steven N Little $55,712 Julie Wilke $156,593
Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization	THE ORGANIZATION USES NET EARNINGS AS 20% OF THE CALCULATION FOR THE GAIN SHARE PROGRAM.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Tiffany Pipp
Spouse of Darren Pipp, director and officer of the organization	$97,145	Employment	false
Sarah Endicott
Daughter of Michael Sanders, director and officer of the organization	$26,805	Employment	false
Trish Hoesly
Mother of Craig Hoesly, director of the organization	$94,930	Employment	false

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4a Program Service Accomplishments	Briefly describe the corporation's mission: Since it was founded in 1872 by Catholic sisters, SSM Health (SSMH) has existed to meet the health needs of the communities it serves. SSMH is a Catholic, not-for-profit health system serving the comprehensive health needs of communities across the Midwest through one of the largest integrated delivery systems in the nation. With care delivery sites in Illinois, Missouri, Oklahoma, and Wisconsin, SSMH includes 23 acute care hospitals, one children's hospital, more than 300 physician offices and other outpatient and virtual care services, 10 post-acute facilities, comprehensive home care and hospice services, a pharmacy benefit company, a health insurance company, and an Accountable Care Organization. The health system employs more than 40,000 people and is affiliated with more than 9,900 physicians making it one of the largest employers in every community it serves. In the tradition of its founding sisters, SSMH strives to fulfill its mission by providing exceptional health care to everyone who comes to its hospitals, regardless of their ability to pay. About Monroe Clinic: MONROE CLINIC IS A NOT-FOR-PROFIT HEALTHCARE FACILITY FEATURING A MULTI-SPECIALTY CLINIC AND HOSPITAL DEDICATED TO BRINGING THE BEST CARE TO THE COMMUNITIES WE SERVE. WORKING TOGETHER TO ACHIEVE THE HIGHEST STANDARDS OF HEALTHCARE, WE CREATE HEALTHY COMMUNITIES THROUGH GOD'S HEALING SPIRIT. In 2018, MONROE CLINIC JOINED THE INTEGRATED HEALTH CARE SYSTEM KNOWN AS SSM HEALTH AND CONTINUES TO OFFER COMPREHENSIVE HEALTH CARE WITH OVER 120 PROVIDERS, A 24-HOUR EMERGENCY DEPARTMENT, HOME CARE AND HOSPICE SERVICES, AS WELL AS MULTIPLE CLINIC LOCATIONS IN SOUTHERN WISCONSIN AND NORTHERN ILLINOIS. IN ALL THAT WE DO, WE ARE DEDICATED TO HELPING OUR PATIENTS GET BETTER FASTER AND STAY HEALTHIER LONGER. AS A STATE-OF-THE-ART HEALTH SYSTEM, WE OFFER ADVANCED MEDICAL EQUIPMENT AND TECHNOLOGY COMBINED WITH CARE AND SENSITIVITY. PHYSICIANS AND STAFF ARE COMMITTED TO PROVIDING PERSONALIZED HEALTH CARE, EDUCATION AND PEACE OF MIND. OUR PATIENTS BENEFIT FROM EXCEPTIONAL PREVENTIVE AND REHABILITATION SERVICES AND MORE THAN 25 MEDICAL SPECIALTIES. WITH GOD'S BLESSING, MONROE CLINIC IS ABLE TO MEET THE NEEDS OF THOSE WE ARE PRIVILEGED TO SERVE. TO DATE WE HAVE BEEN AMONG THE HIGHEST PERFORMING HOSPITALS IN THE AREA. PATIENT SATISFACTION SCORES ARE SIGNIFICANTLY ABOVE THE AVERAGE OF OTHER HEALTHCARE FACILITIES. OUR HIGHLY TRAINED PHYSICIANS AND STAFF ARE READY TO PROVIDE BOTH EXCEPTIONAL HEALTHCARE AND AN EXCEPTIONAL EXPERIENCE TO THE PATIENTS AND COMMUNITIES WE SERVE. The Monroe Clinic furthers its exempt purpose with the following activities: - Operates an emergency room that is open to all persons regardless of ability to pay, - Has an open medical staff with privileges available to all qualified physicians in the area, - Has a governing body in which independent persons representative of the community comprise a majority - Engages in the training and education of health care professionals, - Participates in Medicaid, Medicare, Champus, Tricare, and/or other government-sponsored health care programs - All surplus funds generated by SSMH entities are reinvested in improving our patient care delivery system. Quantifiable Uncompensated Care: The following is a list of the types of programs and services that could be included as uncompensated care: Traditional Charity Care $ 1,094,167 Unpaid Cost of Medicaid $ 13,064,125 Unpaid Cost of Medicare $ 3,922,562 Total Quantifiable Uncompensated Care $ 18,080,854
Form 990, Part VI, Line 4 Significant changes to organizational documents	The organization's bylaws were amended to change the sole member to SSM Health Care of Wisconsin, Inc, as well as appoint a new Vice President, Secretary, and Treasurer of the organization upon change in sponsorship and transfer to SSM Health.
Form 990, Part VI, Line 6 Classes of members or stockholders	The sole member of the corporation is SSM Health Care of Wisconsin, Inc. SSM Health Care of Wisconsin, Inc, is a nonprofit 501(C)(3) organization. Both The Monroe Clinic and SSM Health Care of Wisconsin, Inc. are part of the integrated health care system known as SSM Health.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	The member has the power to appoint additional, successor or replacement members and to appoint and remove the appointed directors and the ex officio directors.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	The member has the following powers: A. to establish and change the mission, philosophy and values of the Corporation; B. to appoint additional, successor or replacement Members; C. to appoint and remove the Directors; D. to appoint and remove the President of the Corporation and the chief executive officer of any operating division of the Corporation; E. to approve amendments to the Articles of Incorporation of the Corporation as provided therein; F. to approve amendments to the Bylaws of the Corporation; G. to approve the merger, consolidation or dissolution of the Corporation; H. to approve the formation of a Controlled Subsidiary or a Remotely Controlled Subsidiary; I. to approve the sale of all or substantially all of the assets of the Corporation; J. to approve the acquisition or disposition by the Corporation of another legal entity or an interest in another legal entity; K. to authorize or approve the acquisition or disposition by the Corporation of real property or any interest in real property; L. to establish centralized employee benefit, insurance, investment, financing, corporate responsibility, performance assessment and improvement and other operational and support programs; to require the participation of the Corporation in such programs; and to authorize the opening and closing of bank accounts and investment accounts in the name of the Corporation in connection with such programs; M. to approve the strategic, financial and human resources plan of the Corporation; N. to appoint the auditor and corporate counsel for the Corporation; O. to authorize and approve borrowing money and entering into financial guaranties by the Corporation, including actions relating to the formation, joining, operation, withdrawal from and termination of a credit group or an obligated group and the granting of security interests in the property of the Corporation; P. to require the Corporation to transfer assets, including but not limited to cash, to SSMHCC or to any other entity exempt from federal income tax as an organization described in §501(c)(3) of the Internal Revenue Code of 1986, as amended, or the corresponding provision of any future United States Internal Revenue Law, which is controlled by SSMHCC, to the extent necessary to accomplish the mission, goals and objectives of SSMHCC as determined by SSMHCC; Q. to approve the transfer of assets by the Corporation to any entity other than SSMHCC, other than transfers made in the ordinary course of operations of the Corporation which will not require Member approval; and R. to determine the extent to which and the manner in which the powers described in this section which are reserved to SSMHCC with respect to the Corporation are to be included in the governing documents of any Controlled Subsidiary, Remotely Controlled Subsidiary or Non-Controlled Subsidiary and exercised with respect to any Controlled Subsidiary, any Remotely Controlled Subsidiary or any Non-Controlled Subsidiary.
Form 990, Part VI, Line 11b Review of form 990 by governing body	The Form 990 is prepared by the Tax Department of the parent organization, SSM Health Care Corporation (SSM). The Form 990 is reviewed by certain members of Senior Management. Any questions are addressed to the Tax Director of SSM prior to filing the Form 990 with the Internal Revenue Service. A copy of the Form 990 is provided to the Board of Directors at the next regularly scheduled board meeting.
Form 990, Part VI, Line 12c Conflict of interest policy	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.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	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. THIS 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.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	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. THIS 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.
Form 990, Part VI, Line 19 Required documents available to the public	The year-end audited consolidated financial statements and unaudited quarterly consolidated financial statements for the SSM Health System are made available to the public on SSM Health's website. The organization's Articles of Incorporation are available on the Wisconsin Secretary of State's website. Copies of the Form 990 and the conflict of interest policy are available to the public upon request.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	ALL OTHER REVENUE - Total Revenue: 3343460, Related or Exempt Function Revenue: , Unrelated Business Revenue: 3343460, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part X, Line 29 Adoption of ASC 958-205	Effective for the 2018 calendar year, the organization has adopted ASC 958-205, which modifies how Not-for-Profit Entities present their net asset balances for Financial Statement reporting. The organization will report ending balances on Part X, Balance Sheet, in accordance with ASC 958-205 and include all amounts previous reported as temporarily restricted net assets and permanently restricted net assets on line 29.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Change in beneficial interest in foundation - 4149322; ADJUSTMENT TO FAIR MARKET VALUE OF ASSETS DUE TO SPONSORSHIP TRANSFER - -531610; Fund balance transfers - -2234568;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (49 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
SSM Health Care Corporation
10101 Woodfield Lane	St Louis	MO	63132	466029223	Health Care	MO	501(c)(3)	Type I	SSM Health Ministries	false
SSMHC Liability Trust I
10101 Woodfield Lane	St Louis	MO	63132	436331003	Insurance	MO	501(c)(3)	Type I	SSM Health Care Corporation	false
SSM Consolidated Health Services
10101 Woodfield Lane	St Louis	MO	63132	431473657	Health Care	MO	501(c)(3)	10	SSM Health Care Corporation	false
SSM Policy Institute
10101 Woodfield Lane	St Louis	MO	63132	431788151	Health Care	MO	501(c)(4)		SSM Health Care Corporation	false
SSM Health Care Portfolio Management Co
10101 Woodfield Lane	St Louis	MO	63132	431825256	Management	MO	501(c)(3)	Type I	SSM Health Care Corporation	false
SSM Cardinal Glennon Children's Hospital
10101 Woodfield Lane	St Louis	MO	63132	430738490	Health Care	MO	501(c)(3)	3	SSM Health Care St Louis	false
Cardinal Glennon Children's Foundation
10101 Woodfield Lane	St Louis	MO	63132	431754347	Fundraising	MO	501(c)(3)	7	SSM Cardinal Glennon Children's Hospital	false
SSM Health Foundation - St Louis
10101 Woodfield Lane	St Louis	MO	63132	431552945	Fundraising	MO	501(c)(3)	7	SSM Health Care St Louis	false
SSM Health Care of Oklahoma Inc
10101 Woodfield Lane	St Louis	MO	63132	730657693	Health Care	OK	501(c)(3)	3	SSM Health Care Corporation	false
The St Anthony Hospital Foundation Inc
10101 Woodfield Lane	St Louis	MO	63132	736104300	Fundraising	OK	501(c)(3)	7	SSM Health Care of Oklahoma	false
SSM Health Care of Wisconsin Inc
10101 Woodfield Lane	St Louis	MO	63132	430688874	Health Care	WI	501(c)(3)	3	SSM Health Care Corporation	false
Dells Medical Building Inc
10101 Woodfield Lane	St Louis	MO	63132	391613292	MOB	WI	501(c)(2)		SSM Health Care of Wisconsin	false
St Mary's Foundation Inc
10101 Woodfield Lane	St Louis	MO	63132	431940686	Fundraising	WI	501(c)(3)	7	SSM Health Care of Wisconsin	false
St Clare Health Care Foundation Inc
10101 Woodfield Lane	St Louis	MO	63132	431940683	Fundraising	WI	501(c)(3)	7	SSM Health Care of Wisconsin	false
Home Health United Inc
2802 Walton Commons Lane	Madison	WI	53718	391539827	Health Care	WI	501(c)(3)	10	SSM Health Care of Wisconsin	false
Home Care United Inc
2802 Walton Commons Lane	Madison	WI	53718	391776340	Health Care	WI	501(c)(3)	10	SSM Health Care of Wisconsin	false
HHU Xtra Care Inc
2802 Walton Commons Lane	Madison	WI	53718	391705111	Health Care	WI	501(c)(3)	10	SSM Health Care of Wisconsin	false
SSM Health at Home Foundation of Wisconsin Inc
2802 Walton Commons Lane	Madison	WI	53718	391839309	Fundraising	WI	501(c)(3)	Type I	Home Health United Inc	false
SSM Regional Health Services
10101 Woodfield Lane	St Louis	MO	63132	440579850	Health Care	MO	501(c)(3)	3	SSM Health Care Corporation	false
St Mary's Health Center Jefferson City Missouri Foundation
10101 Woodfield Lane	St Louis	MO	63132	431575307	Fundraising	MO	501(c)(3)	Type I	SSM Regional Health Services	false
Good Samaritan Regional Health Center
10101 Woodfield Lane	St Louis	MO	63132	430653587	Health Care	IL	501(c)(3)	3	SSM Regional Health Services	false
St Mary's Hospital Centralia Illinois
10101 Woodfield Lane	St Louis	MO	63132	370662580	Health Care	IL	501(c)(3)	3	SSM Regional Health Services	false
St Mary's - Good Samaritan Inc
10101 Woodfield Lane	St Louis	MO	63132	364170833	Health Care	IL	501(c)(3)	Type I	SSM Regional Health Services	false
Good Samaritan Regional Health Center Foundation
10101 Woodfield Lane	St Louis	MO	63132	262884795	Fundraising	IL	501(c)(3)	7	St Mary's-Good Samaritan Inc	false
St Mary's Hospital Foundation
10101 Woodfield Lane	St Louis	MO	63132	364636691	Fundraising	IL	501(c)(3)	7	St Mary's-Good Samaritan Inc	false
St Mary's Hospital Auxiliary
400 N Pleasant	Centralia	IL	62801	237126345	Fundraising	IL	501(c)(3)	10	St Mary's Hospital Foundation	false
SSM Health Businesses
10101 Woodfield Lane	St Louis	MO	63132	431333488	Health Care	MO	501(c)(3)	10	SSM Health Care Corporation	false
SSM Health Care St Louis
10101 Woodfield Lane	St Louis	MO	63132	431343281	Health Care	MO	501(c)(3)	3	SSM Health Care Corporation	false
Centralia Medical Services Bldg Assoc
10101 Woodfield Lane	St Louis	MO	63132	237408025	MOB	IL	501(c)(3)	Type I	SSM Regional Health Services	false
St Mary's Janesville Foundation Inc
10101 Woodfield Lane	St Louis	MO	63132	273439133	Fundraising	WI	501(c)(3)	7	SSM Health Care of Wisconsin	false
SSM Health Ministries
3221 McKelvey Road Suite 107	Bridgeton	MO	63044	431012492	Religious Organization	MO	501(c)(3)	1	NA	false
Lee Dewey Corporation
10101 Woodfield Lane	St Louis	MO	63132	731279603	MOB	OK	501(c)(3)	Type I	SSM Health Care of Oklahoma	false
SSM Hospice & Home Care Foundation
10101 Woodfield Lane	St Louis	MO	63132	300012246	Fundraising	MO	501(c)(3)	7	SSM Health Businesses	false
St Mary's Hospital Auxiliary
100 St Marys Medical Plaza	Jefferson City	MO	65101	436049878	Fundraising	MO	501(c)(3)	Type II	NA	false
Good Samaritan Hospital Auxiliary
1 Good Samaritan Way	Mount Vernon	IL	62864	237049599	Fundraising	IL	501(c)(3)	Type III-FI	NA	false
St Anthony Shawnee Hospital Inc
1000 N Lee Ave	Oklahoma City	OK	73102	455055149	Health Care	OK	501(c)(3)	3	SSM Health Care of Oklahoma	false
SSM Audrain Health Care Inc
10101 Woodfield Lane	St Louis	MO	63132	431550298	Health Care	MO	501(c)(3)	3	SSM Regional Health Services	false
Audrain Medical Center Foundation Inc
620 E Monroe St	Mexico	MO	65265	431265060	Fundraising	MO	501(c)(3)	Type I	NA	false
SSM-SLUH Inc
10101 Woodfield Lane	St Louis	MO	63132	474196634	Health Care	MO	501(c)(3)	3	SSM Health Care St Louis	false
SSM Health Plan
1277 Deming Way	Madison	WI	53717	831979548	Insurance	MO	501(c)(4)		SSM Health Businesses	false
Agnesian Healthcare Inc
430 E Division St	Fond du Lac	WI	54935	390807236	Health Care	WI	501(c)(3)	3	SSM Health Care of Wisconsin	false
Ripon Medical Center Inc
845 Parkside Street	Ripon	WI	54971	391101287	Health Care	WI	501(c)(3)	3	Agnesian Healthcare Inc	false
Waupun Memorial Hospital Inc
620 West Brown Street	Waupun	WI	53963	390806265	Health Care	WI	501(c)(3)	3	Agnesian Healthcare Inc	false
St Francis Home of Fond du Lac Wisconsin Inc
33 Everett Street	Fond du Lac	WI	54935	391029998	Health Care	WI	501(c)(3)	10	Agnesian Healthcare Inc	false
Sister Servants of Christ the King Villa Loretto
N8114 County WW	Mount Calvary	WI	53057	391022770	Health Care	WI	501(c)(3)	10	Agnesian Healthcare Inc	false
Villa Rosa Inc
N8120 County WW	Mount Calvary	WI	53057	421670962	Health Care	WI	501(c)(3)	10	Agnesian Healthcare Inc	false
The Christian Home and Rehabilitation Center Incorporated
331 Bly Street	Waupun	WI	53963	390884514	Health Care	WI	501(c)(3)	10	Agnesian Healthcare Inc	false
Monroe Clinic and Hospital Foundation Inc
515 22nd Avenue	Monroe	WI	53566	205769038	Fundraising	WI	501(c)(3)	7	SSM Health Care of Wisconsin	false
Agnesian Healthcare Foundation Inc
430 E Division St	Fond du Lac	WI	54935	391684956	Fundraising	WI	501(c)(3)	Type I	SSM Health Care of Wisconsin	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	UBI Code VUBICodeVAmt	OwnershipOwnershipPct
SSM St Joseph Endoscopy Center LLC
10101 Woodfield Lane	St Louis	MO	63132	270046559	Surgery Services	MO	NA	N/A	$0	$0	$0	0
St Clare Imaging Services LLC
707 14th Street Suite A	Baraboo	WI	53913	200122365	Diag. Services	WI	NA	N/A	$0	$0	$0	0
Mt Vernon Radiation Therapy Center LLC
10101 Woodfield Lane	St Louis	MO	63132	201382620	Radiation Therapy	IL	NA	N/A	$0	$0	$0	0
Sleep & Neurology Center of Southern Illinois LLC
10101 Woodfield Lane	St Louis	MO	63132	208468195	Diag. Services	IL	NA	N/A	$0	$0	$0	0
CHOWSMGSI Office Building LLC
10101 Woodfield Lane	St Louis	MO	63132	371383861	MOB	IL	NA	N/A	$0	$0	$0	0
Oza Cancer Center LLC
10101 Woodfield Lane	St Louis	MO	63132	201382727	MOB	IL	NA	N/A	$0	$0	$0	0
Shawnee Real Estate Holdings LLC
1000 N Lee Ave	Oklahoma City	OK	73102	455458304	MOB	OK	NA	N/A	$0	$0	$0	0
Dean Clinic & St Mary's Hospital Accountable Care Organization LLC
1808 West Beltline Highway	Madison	WI	53713	452995500	Accountable Care Organization	WI	NA	N/A	$0	$0	$0	0
Wisconsin Integrated Information Technology and Telemedicine Systems LLC
1808 West Beltline Highway	Madison	WI	53713	392016715	Information Technology Services	WI	NA	N/A	$0	$0	$0	0
Dean Health Holdings LLC
1277 Deming Way	Madison	WI	53717	261594709	Support Services	WI	NA	N/A	$0	$0	$0	0
Wingra Building Group
1808 West Beltline Highway	Madison	WI	53713	390237060	MOB	WI	NA	N/A	$0	$0	$0	0
Janesville Riverview Clinic Building Partnership
1808 West Beltline Highway	Madison	WI	53713	396220698	MOB	WI	NA	N/A	$0	$0	$0	0
1110 N Classen Blvd LLC
1110 N Classen Boulevard	Oklahoma City	OK	73106	731158158	MOB	OK	NA	N/A	$0	$0	$0	0
SSM St Clare Surgical Center LLC
10101 Woodfield Lane	St Louis	MO	63132	261439695	Surgery Services	MO	NA	N/A	$0	$0	$0	0
Windmill LLP
50 Village View Lane	Chesterfield	MO	63017	431804651	Investments	MO	NA	N/A	$0	$0	$0	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (24 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd
SSM Managed Care Organization LLC
10101 Woodfield Lane	St Louis	MO	63132	431708511	Health Promotion	MO	NA	C Corporation	$0	$0	0	false
FPP INC & Subs
10101 Woodfield Lane	St Louis	MO	63132	431465174	Health Care	MO	NA	C Corporation	$0	$0	0	false
Diversified Health Services Corp
10101 Woodfield Lane	St Louis	MO	63132	431369305	Medical Equipment	MO	NA	C Corporation	$0	$0	0	false
SSM Cardiovascular and Thoracic Services Inc
10101 Woodfield Lane	St Louis	MO	63132	260286559	Health Care	MO	NA	C Corporation	$0	$0	0	false
SSM Properties Inc
10101 Woodfield Lane	St Louis	MO	63132	431462486	Property Services	MO	NA	C Corporation	$0	$0	0	false
SSM DePaul Medical Group Inc
10101 Woodfield Lane	St Louis	MO	63132	431715106	Health Care	MO	NA	C Corporation	$0	$0	0	false
SSM St Charles Clinic Medical Group Inc
10101 Woodfield Lane	St Louis	MO	63132	430626408	Physician Offices	MO	NA	C Corporation	$0	$0	0	false
HealthFirst Physician Management Services
10101 Woodfield Lane	St Louis	MO	63132	731534336	Medical Services	OK	NA	C Corporation	$0	$0	0	false
SSMHC Liability Trust II
10101 Woodfield Lane	St Louis	MO	63132	816128118	Insurance	MO	NA	C Corporation	$0	$0	0	false
SSM Neurosciences Inc
10101 Woodfield Lane	St Louis	MO	63132	263413981	Health Care	MO	NA	C Corporation	$0	$0	0	false
SSM Medical Group Inc
10101 Woodfield Lane	St Louis	MO	63132	431664107	Physician Offices	MO	NA	C Corporation	$0	$0	0	false
SSMHC Insurance Company
10101 Woodfield Lane	St Louis	MO	63132	030310431	Insurance		NA	C Corporation	$0	$0	0	false
SSM Orthopedic Inc
10101 Woodfield Lane	St Louis	MO	63132	271557033	Health Care	MO	NA	C Corporation	$0	$0	0	false
SSM Cancer Care Inc
10101 Woodfield Lane	St Louis	MO	63132	271557324	Health Care	MO	NA	C Corporation	$0	$0	0	false
Physicians Services Corp of Southern Illinois Inc
10101 Woodfield Lane	St Louis	MO	63132	364161526	Health Care	IL	NA	C Corporation	$0	$0	0	false
Dean Health Systems Inc
1808 West Beltline Highway	Madison	WI	53713	391128616	Physician Offices	WI	NA	C Corporation	$0	$0	0	false
Dean Health Insurance Inc
PO Box 56099	Madison	WI	53705	391830837	Insurance	WI	NA	C Corporation	$0	$0	0	false
Dean Health Plan Inc
PO Box 56099	Madison	WI	53705	391535024	Insurance	WI	NA	C Corporation	$0	$0	0	false
SMDV Office Building
1808 West Beltline Highway	Madison	WI	53713	391628491	Physician Offices	WI	NA	C Corporation	$0	$0	0	false
Dean Retail Services Inc
1808 West Beltline Highway	Madison	WI	53713	391717636	Property Services	WI	NA	C Corporation	$0	$0	0	false
Navitus Holdings LLC
1808 West Beltline Highway	Madison	WI	53713	800968174	Pharmacy Benefits	WI	NA	C Corporation	$0	$0	0	false
Oza Oncology Inc
4117 Veterans Memorial Drive	Mt Vernon	IL	62804	371343746	Physician Offices	IL	NA	C Corporation	$0	$0	0	false
SSM Health Janesville Campus Condominium Association Inc
1808 West Beltline Highway	Madison	WI	53713	832038674	Condo association	WI	NA	C Corporation	$0	$0	0	false
SSM Health Pharmacy LLC
10101 Woodfield Lane	St Louis	MO	63132	264031708	Pharmacy	MO	NA	C Corporation	$0	$0	0	false

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd