THE MONROE CLINIC INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: THE MONROE CLINIC INC (EIN 39-0808509)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-08-04
IRS object ID: 201642189349300529
Schema version: 2015v2.1
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 K
Schedule L
Schedule O
Schedule R
Reasonable Cause Explanation

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-08-04T15:25:09-07:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-01-01	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	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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	James Nemeth	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	6083242775	PhoneNum
Signature	2016-08-04	SignatureDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-12-15 16:53:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	James Nemeth	PrincipalOfficerNm

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	$204,209,878	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
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	15	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	1373	TotalEmployeeCnt
Total Volunteers	207	TotalVolunteersCnt
Total Gross UBI	$1,278,450	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$152,146	PYContributionsGrantsAmt
CY Contributions Grants	$97,617	CYContributionsGrantsAmt
PY Program Service Revenue	$172,789,829	PYProgramServiceRevenueAmt
CY Program Service Revenue	$176,431,839	CYProgramServiceRevenueAmt
PY Investment Income	$3,657,774	PYInvestmentIncomeAmt
CY Investment Income	$1,289,047	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$176,599,749	PYTotalRevenueAmt
CY Total Revenue	$177,818,503	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	$100,789,497	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$101,109,335	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$64,736,227	PYOtherExpensesAmt
CY Other Expenses	$67,232,396	CYOtherExpensesAmt
PY Total Expenses	$165,525,724	PYTotalExpensesAmt
CY Total Expenses	$168,341,731	CYTotalExpensesAmt
PY Revenues Less Expenses	$11,074,025	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$9,476,772	CYRevenuesLessExpensesAmt
Total Assets BOY	$263,951,300	TotalAssetsBOYAmt
Total Assets EOY	$271,535,083	TotalAssetsEOYAmt
Total Liabilities BOY	$103,750,337	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$102,143,118	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$160,200,963	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$169,391,965	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	WORKING TOGETHER TO ACHIEVE THE HIGHEST STANDARDS IN HEALTHCARE, WE CREATE HEALTHY COMMUNITIES THROUGH GOD'S HEALING SPIRIT. VISION: EXCEPTIONAL HEALTH CARE. AN EXCEPTIONAL EXPERIENCE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$132,552,975	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$176,431,839	RevenueAmt
Desc	MONROE CLINIC IS A NOT-FOR-PROFIT HEALTH SYSTEM 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. SPONSORED BY THE CONGREGATION OF SISTERS OF ST. AGNES (CSA), MONROE CLINIC OFFERS 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.	Desc
Total Other Prog Srvc Expense	$0	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$132,552,975	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	Yes (1)	OperateHospitalInd
Audited Financial Stmt Att	Yes (1)	AuditedFinancialStmtAttInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	1676	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1373	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JAMES NEMETH	PersonNm
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 (26 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
CHRISTINE WELLINGTON
CHAIRPERSON	3	0	Yes (X)	Yes (X)	$0	$0	$0
MIKE GREENFIELD
VICE CHAIRPERSON	3	0	Yes (X)	Yes (X)	$0	$0	$0
SISTER MARY NOEL BROWN
DIRECTOR	3	2	Yes (X)		$0	$0	$0
JOHN FREY
PHYSICIAN/SECRETARY	50	0	Yes (X)	Yes (X)	$319,770	$0	$27,900
MICHELLE BRUKWICKI
TREASURER	3	0	Yes (X)	Yes (X)	$0	$0	$0
JAMES BERBERET
DIRECTOR	3	0	Yes (X)		$0	$0	$0
CHARLES DEARTH
DIRECTOR	3	0	Yes (X)		$0	$0	$0
PATRICIA JAMES
DIRECTOR	3	0	Yes (X)		$0	$0	$0
PATRICIA LEITZEN FYE
DIRECTOR	3	0	Yes (X)		$0	$0	$0
SISTER SUSAN STUCKI
DIRECTOR	3	0	Yes (X)		$0	$0	$0
MICHAEL SANDERS
PRESIDENT/CEO	50	0	Yes (X)	Yes (X)	$817,718	$0	$178,982	Yes (X)
PAUL BEKX
CHIEF OF STAFF/DIRECTOR	50	0	Yes (X)		$236,217	$0	$20,906
JONATHAN SWINDLE
PHYSICIAN/ORTHOPEDIC SURGEON	50	0	Yes (X)		$649,888	$0	$56,651
MARK THOMPSON
CHIEF MEDICAL OFFICER	50	0	Yes (X)	Yes (X)	$466,211	$0	$106,579
DARREN PIPP
PHYSICIAN	50	0	Yes (X)		$363,698	$0	$36,310
CARRIE BLUM
CHIEF INFORMATION OFFICER	50	0			$210,461	$0	$59,851	Yes (X)
JULIE WILKE
VP CLINICAL OPERATIONS	50	0			$350,199	$0	$88,557	Yes (X)
JANE MONAHAN
VP MINISTRY/HR	50	0			$194,297	$0	$57,732	Yes (X)
PAULA RAIBLEY-ELMER
VP/CHIEF NURSING OFFICER	50	0			$255,260	$0	$82,251	Yes (X)
JAMES NEMETH
CHIEF FINANCIAL OFFICER	50	0			$259,549	$0	$75,481	Yes (X)
LUCINDA WERKHEISER
VP/SERVICE EXCELLENCE	50	0			$186,065	$0	$69,112	Yes (X)
DAVID BUCHANAN
PHYSICIAN/INTERVENTIONAL CARDIOLOGIST	50	0			$690,868	$0	$48,163		Yes (X)
NICHOLAS MAXWELL
PHYSICIAN/GENERAL SURGEON	50	0			$996,225	$0	$60,024		Yes (X)
WISSAM MATTAR
PHYSICIAN	50.00	0			$771,132	$0	$50,278		Yes (X)
ANDREW RIKKERS
PHYSICIAN/GENERAL SURGEON	50	0			$970,954	$0	$65,761		Yes (X)
LANCE SATHOFF
PHYSICIAN	50	0			$1,021,682	$0	$66,130		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,760,194	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,150,668	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	130	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
AMERISOURCE BERGEN DRUG CORP
27550 NETWORK PLACE	CHICAGO	IL	60671	PHARMACEUTICALS	$12,647,865
STATE OF WISCONSIN DEPT OF HEALTH SERVICES
1 W WILSON ST	MADISON	WI	53701	HOSPITAL ASSESSMENT	$2,746,397
OWENS & MINOR
12199 COLLECTION CENTER DR	CHICAGO	IL	60693	SURGICAL SUPPLIES	$2,537,001
EPIC SYSTEMS CORP
5301 TOKAY BLVD	MADISON	WI	53711	EHR MANAGEMENT	$1,910,823
STRYKER ORTHOPAEDICS
Box 93213	Chicago	IL	60673	SURGICAL SUPPLIES	$1,040,730

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	97	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$11,139	RelatedOrganizationsAmt
Government Grants	$86,392	GovernmentGrantsAmt
All Other Contributions	$86	AllOtherContributionsAmt
Noncash Contributions	$0	NoncashContributionsAmt
Total Contributions	$97,617	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
NET PATIENT REVENUE	900099	$168,436,247	$168,436,247	$0	$0
OTHER OPERATING REVENUE	561499	$6,717,142	$6,717,142	$0	$0
990-T SERVICES TO NON-PATIENTS	621990	$1,155,208	$0	$1,155,208	$0
ALL OTHER REVENUE - OUTPATIENT	900099	$123,242	$0	$123,242	$0

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	$176,431,839	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,428,552	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,428,552	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Gross Rents GrossRentsGrp

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

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$26,251,870	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$26,391,375	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$139,505	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$139,505	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$139,505	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Contri Rpt Fundraising Event	$0	ContriRptFundraisingEventAmt
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$177,818,503	TotalRevenueColumnAmt
Related Or Exempt Func Income	$176,442,436	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,278,450	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,169,645	TotalAmt
Program Services	$4,497,591	ProgramServicesAmt
Management And General	$672,054	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$71,909,929	TotalAmt
Program Services	$61,842,539	ProgramServicesAmt
Management And General	$10,067,390	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$4,102,414	TotalAmt
Program Services	$3,018,068	ProgramServicesAmt
Management And General	$1,084,346	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$15,088,238	TotalAmt
Program Services	$12,793,862	ProgramServicesAmt
Management And General	$2,294,376	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,839,109	TotalAmt
Program Services	$3,560,041	ProgramServicesAmt
Management And General	$1,279,068	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$97,898	TotalAmt
Management And General	$97,898	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$55,550	TotalAmt
Management And General	$55,550	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$113,907	TotalAmt
Program Services	$113,907	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$8,171,709	TotalAmt
Program Services	$5,186,033	ProgramServicesAmt
Management And General	$2,985,676	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$27,633,811	TotalAmt
Program Services	$24,653,269	ProgramServicesAmt
Management And General	$2,980,542	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,511,519	TotalAmt
Program Services	$408,165	ProgramServicesAmt
Management And General	$2,103,354	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,125,011	TotalAmt
Program Services	$961,375	ProgramServicesAmt
Management And General	$163,636	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,530,689	TotalAmt
Program Services	$3,530,689	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$12,273,807	TotalAmt
Program Services	$7,107,327	ProgramServicesAmt
Management And General	$5,166,480	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
REPAIRS AND MAINTENANCE	$4,939,496	$2,221,732	$2,717,764
DUES AND SUBSCRIPTIONS	$1,072,950	$805,591	$267,359
MISCELLANEOUS	$5,706,049	$1,852,786	$3,853,263

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$168,341,731	TotalAmt
Program Services	$132,552,975	ProgramServicesAmt
Management And General	$35,788,756	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$121,461	BOYAmt
EOY	$110,690	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$23,009,831	BOYAmt
EOY	$30,212,261	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$23,868,900	BOYAmt
EOY	$26,841,073	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)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$3,626,318	BOYAmt
EOY	$3,748,655	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,298,175	BOYAmt
EOY	$2,377,593	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$235,198,843	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$131,361,640	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$109,368,207	BOYAmt
EOY	$103,837,203	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$94,231,253	BOYAmt
EOY	$96,243,269	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$32,786	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$7,394,369	BOYAmt
EOY	$8,164,339	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$263,951,300	BOYAmt
EOY	$271,535,083	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$17,556,537	BOYAmt
EOY	$17,393,931	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$76,511,402	BOYAmt
EOY	$73,686,667	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$9,682,398	BOYAmt
EOY	$11,062,520	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$103,750,337	BOYAmt
EOY	$102,143,118	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$160,103,736	BOYAmt
EOY	$169,294,738	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

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

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$160,200,963	BOYAmt
EOY	$169,391,965	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$263,951,300	BOYAmt
EOY	$271,535,083	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$9,476,772	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,119,673	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$833,903	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	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	Yes (1)	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$0	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$4,967	OtherActivitiesAmt
Total Lobbying Expenditures	$4,967	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1	FormAndLineReferenceDesc
Explanation	A PORTION OF 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	$3,300,227	BeginningYearBalanceAmt
Contributions	$37,367	ContributionsAmt
Investment Earnings Or Losses	-$23,600	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$3,313,994	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,125,858	BeginningYearBalanceAmt
Contributions	$59,712	ContributionsAmt
Investment Earnings Or Losses	$203,657	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$89,000	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$3,300,227	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,654,654	BeginningYearBalanceAmt
Contributions	$142,898	ContributionsAmt
Investment Earnings Or Losses	$408,306	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$80,000	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$3,125,858	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,377,224	BeginningYearBalanceAmt
Contributions	$24,079	ContributionsAmt
Investment Earnings Or Losses	$253,351	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$2,654,654	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,348,831	BeginningYearBalanceAmt
Contributions	$0	ContributionsAmt
Investment Earnings Or Losses	$28,393	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$2,377,224	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.698	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.302	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$1,570,352	OtherCostOrOtherBasisAmt
Book Value	$1,570,352	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$146,730,785	OtherCostOrOtherBasisAmt
Depreciation	$131,361,640	DepreciationAmt
Book Value	$15,369,145	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$80,607,846	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$80,607,846	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$6,289,860	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$6,289,860	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$103,837,203	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
Deferred Compensation	$9,212,520
Asset Retirement Obligation	$1,850,000

Field	Value	IRS element (for citing)
Total Liability	$11,062,520	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$177,418,826	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$1,119,673	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	$1,061,670	OtherRevenueAmt
Revenue Not Reported	-$58,003	RevenueNotReportedAmt
Revenue Subtotal	$177,476,829	RevenueSubtotalAmt
Investment Expenses Not Incld	$113,907	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$227,767	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$341,674	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$177,818,503	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$168,227,824	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$0	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$168,227,824	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$113,907	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$113,907	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$168,341,731	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part V, Line 4	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	THE MONROE CLINIC IS A TAX EXEMPT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAX ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE CLINIC IS ALSO EXEMPT FROM STATE INCOME TAX. IN ORDER TO ACCOUNT FOR UNCERTAIN TAX POSITIONS, THE CLINIC DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE CLINIC HAS NOT RECORDED ANY ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2015 OR 2014. THE CLINIC'S FEDERAL TAX RETURNS FOR TAX YEARS 2011 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
Schedule D, Part XI, Line 2d	INCREASE IN EQUITY IN UNCONSOLIDATED AFFILIATE 635,058 AND CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 479,809 TOTAL 1,061,670
Schedule D, Part XI, Line 4b	OTHER 227,767 IN CONTRIBUTIONS TO THE MONROE CLINIC HOSPITAL FOUNDATION

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (1)	FinancialAssistancePolicyInd
Written Policy	Yes (1)	WrittenPolicyInd
FPG Reference Free Care	Yes (1)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	1.20	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	Yes (1)	FPGReferenceDiscountedCareInd
Percent300	Yes (X)	Percent300Ind
Free Care Medically Indigent	Yes (1)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (1)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	0	ExpensesExceedBudgetInd
Annual Community Bnft Report	Yes (1)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (1)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,310,796	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,310,796	NetCommunityBenefitExpnsAmt
Total Expense	0.0078	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$12,529,585	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$12,529,585	NetCommunityBenefitExpnsAmt
Total Expense	0.0745	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$173,152	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$173,152	NetCommunityBenefitExpnsAmt
Total Expense	0.001	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	$14,013,533	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$14,013,533	NetCommunityBenefitExpnsAmt
Total Expense	0.0833	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$562,071	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$562,071	NetCommunityBenefitExpnsAmt
Total Expense	0.0033	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$235,439	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$235,439	NetCommunityBenefitExpnsAmt
Total Expense	0.0014	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,819,558	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$2,819,558	NetCommunityBenefitExpnsAmt
Total Expense	0.0168	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$94,146	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$94,146	NetCommunityBenefitExpnsAmt
Total Expense	0.0006	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$3,711,214	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$3,711,214	NetCommunityBenefitExpnsAmt
Total Expense	0.0221	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$17,724,747	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$17,724,747	NetCommunityBenefitExpnsAmt
Total Expense	0.1054	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (1)	BadDebtExpenseReportedInd
Bad Debt Expense	$4,464,312	BadDebtExpenseAmt
Bad Debt Expense Attributable	$0	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$13,878,833	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$20,039,134	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$6,160,301	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 (1)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (1)	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)
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

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

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	0	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	0	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (1)	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
Information Gaps	Yes (X)	InformationGapsInd
Other	Yes (X)	OtherInd
CHNA Conducted	13	CHNAConductedYr
Take Into Account Others Input	Yes (1)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	0	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (1)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (1)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	https://www.monroeclinic.org	OwnWebsiteURLTxt
Implementation Strategy Adopt	Yes (1)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	15	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (1)	StrategyPostedWebsiteInd
Strategy Website URL	https://www.monroeclinic.org	StrategyWebsiteURLTxt
Strategy Attached	0	StrategyAttachedInd
Organization Incur Excise Tax	0	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (1)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	120	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	120	FPGFamilyIncmLmtDscntCarePct
Income Level Criteria	Yes (X)	IncomeLevelCriteriaInd
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 (1)	ExplainedBasisInd
App Financial Asst Expln	Yes (1)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (1)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	https://www.monroeclinic.org	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	https://www.monroeclinic.org	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	https://www.monroeclinic.org	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
FAP Notice Displayed	Yes (X)	FAPNoticeDisplayedInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Actions On Nonpayment	Yes (1)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	0	CollectionActivitiesInd
FAP Notified Upon Admission	Yes (X)	FAPNotifiedUponAdmissionInd
FAP Notified Before Discharge	Yes (X)	FAPNotifiedBeforeDischargeInd
FAP Notified All Patients	Yes (X)	FAPNotifiedAllPatientsInd
Documented Elig Determination	Yes (X)	DocumentedEligDeterminationInd
Nondis Emergency Care Policy	Yes (1)	NondisEmergencyCarePolicyInd
Average Negotiated Rates	Yes (X)	AverageNegotiatedRatesInd
Amounts Generally Billed	0	AmountsGenerallyBilledInd
Gross Charges	0	GrossChargesInd

Supplemental Information SupplementalInformationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3-MONROE CLINIC	MONROE CLINIC IS AN ACTIVE PARTICIPANT IN THE GREEN COUNTY HEALTHY COMMUNITIES COALITION. THE COALITION IS CO-CHAIRED BY REPRESENTATIVES FROM MONROE CLINIC, GREEN COUNTY HEALTH DEPARTMENT, AND THE UNIVERSITY OF WISCONSIN EXTENSION. THE ASSESSMENT INCORPORATED COMPONENTS OF PRIMARY DATA COLLECTION AND SECONDARY DATA ANALYSIS THAT FOCUSED ON THE HEALTH AND SOCIAL NEEDS OF THE SERVICE AREA. IT INCLUDED COLLECTION AND ANALYSIS OF INPUT FROM PERSONS WHO REPRESENTED THE BROAD INTERESTS OF THE COMMUNITY SERVED BY THE HOSPITAL, INCLUDING THOSE WITH SPECIAL KNOWLEDGE OF PUBLIC HEALTH. BASED ON THE RESULTS OF THE PRIMARY AND SECONDARY DATA COLLECTION, HEALTH NEEDS WERE IDENTIFIED.
Schedule H, Part V, Section B, Line 5-MONROE CLINIC	AS AN ACTIVE PARTICIPANT IN THE GREEN COUNTY HEALTHY COMMUNITIES COALITION (GCHCC), MONROE CLINIC COLLABORATED ON THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS AND PRIORITIZATION OF HEALTH NEEDS. THE MISSION OF THE GCHCC IS: FOSTERING COLLABORATIVE EFFORTS TO ASSESS NEEDS, DEFINE RESOURCES, AND RECOGNIZE OPPORTUNITIES TO BUILD HEALTHIER COMMUNITIES THAT SUPPORT HEALTHY LIFESTYLES. THE COALITION IS CO-CHAIRED BY REPRESENTATIVES FROM MONROE CLINIC, GREEN COUNTY HEALTH DEPARTMENT, AND THE UNIVERSITY OF WISCONSIN-EXTENSION. THE PROCESS FOR THE IDENTIFICATION AND PRIORITIZATION OF COMMUNITY HEALTH NEEDS WAS UNDERTAKEN BY GCHCC. AS THE FRAMEWORK FOR IDENTIFYING HEALTH NEEDS, THE COALITION ADOPTED THE STATE PUBLIC HEALTH AGENDA: HEALTHIEST WISCONSIN 2020. THE HEALTH NEEDS WERE DERIVED FROM AN EXAMINATION OF DATA ON HEALTH BEHAVIORS AND THE SOCIAL, ECONOMIC AND EDUCATIONAL FACTORS THAT ARE DETERMINANTS OF HEALTH. THE HEALTH NEEDS WERE PRIORITIZED THROUGH A STRUCTURED PROCESS USING DEFINED CRITERIA.
Schedule H, Part V, Section B, Line 6b-MONROE CLINIC	MONROE CLINIC - AS AN ACTIVE PARTICIPANT IN THE GREEN COUNTY HEALTHY COMMUNITIES COALITION (GCHCC), MONROE CLINIC COLLABORATED ON THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS AND PRIORITIZATION OF HEALTH NEEDS. COALITION IS CO-CHAIRED BY REPRESENTATIVES FROM MONROE CLINIC, GREEN COUNTY HEALTH DEPARTMENT, AND THE UNIVERSITY OF WISCONSIN-EXTENSION. OTHER ORGANIZATIONS REPRESENTED INCLUDE: BEHRING SENIOR CENTER, BLACKHAWK TECHNICAL COLLEGE, CITY OF MONROE, COLONY BRANDS, FIRST NATIONAL BANK, FOWLER MEMORIAL FREE DENTAL CLINIC, GREEN COUNTY, GREEN COUNTY BOARD, GREEN COUNTY DEVELOPMENT CORPORATION, GREEN COUNTY FAMILY ADVOCATES, GREEN COUNTY HUMAN SERVICES, GREEN COUNTY SHERIFF'S DEPARTMENT, GREEN COUNTY UW-EXTENSION, GREEN COUNTY YMCA, MONROE BOARD OF EDUCATION, MONROE CHAMBER OF COMMERCE, LITERACY COUNCIL, MONROE TRUCK EQUIPMENT, MONROE UNIFIED SCHOOL DISTRICT, SCHOOL DISTRICT OF MONTICELLO, SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM, STATE OF WISCONSIN, ST. VINCENT DE PAUL, UNITED METHODIST CHURCH OF MONROE, UNITED WAY, UW-EXTENSION GREEN COUNTY JUSTICE CENTER, UW-SCHOOL OF NURSING, VILLAGE OF NEW GLARUS.
Schedule H, Part V, Section B, Line 11-MONROE CLINIC	MONROE CLINIC PLANS TO MEET THE IDENTIFIED PRIORITY HEALTH NEEDS THROUGH A COMMITMENT OF RESOURCES FOR 1) ACCESS TO HIGH-QUALITY HEALTH SERVICES, 2) ADEQUATE, APPROPRIATE AND SAFE FOOD AND NUTRITION AND 3) MENTAL HEALTH CARE. ACCESS TO HIGH-QUALITY HEALTH SERVICES WILL BE ACHIEVED BY REDUCING USE OF THE EMERGENCY DEPARTMENT AND INCREASING ACCESS TO NEEDED PRIMARY HEALTH CARE AND PREVENTIVE SERVICES. PROMOTE HEALTH INSURANCE COVERAGE FOR ALL BY ASSISTING WITH HEALTH CARE PROGRAM ENROLLMENT AND IMPLEMENTING A SHARE+CARE PROGRAM. PROVIDE COMMUNITY EDUCATION ON THE APPROPRIATE USE OF HEALTH CARE SERVICES AT HEALTH FAIRS/SCREENINGS. PROMOTE THE USE OF PREVENTIVE CARE SERVICES BY HOLDING FLU CLINICS AND SENDING AUTOMATED REMINDERS FOR PREVENTIVE SERVICES. ADEQUATE, APPROPRIATE AND SAFE FOOD AND NUTRITION WILL BE ACHIEVED BY CREATING AN ENVIRONMENT IN GREEN COUNTY THAT PROMOTES AND SUPPORTS HEALTHY EATING AND LIFESTYLE HABITS AND PROMOTES AND SUPPORTS BEING PHYSICALLY ACTIVE. PROVIDED WEIGHT ASSESSMENT AND COUNSELING FOR NUTRITION/PHYSICAL ACTIVITY FOR CHILDREN AT HEALTHY KIDS DAY AND PARTNERING WITH THE AMERICAN HEART ASSOCIATION AND AREA SCHOOLS JUMP ROPE FOR HEART. EMPLOYER WELLNESS PROGRAMS ESTABLISHED AT 4 LOCAL EMPLOYERS. BUILD COMMUNITY AWARENESS OF MENTAL HEALTH ISSUES, AND REDUCE SOCIAL STIGMA. PROVIDE EDUCATION TO COMMUNITY MEMBERS AND COMMUNITY PROFESSIONALS ABOUT MENTAL HEALTH ISSUES. BUILD COMMUNITY CAPACITY TO PROVIDE MENTAL HEALTH SERVICES AND MAKE THESE SERVICES MORE ACCESSIBLE. PROVIDE RESOURCES AND EDUCATION WHICH ARE DIRECTED AT EARLY PREVENTION OF MENTAL HEALTH PROBLEMS IN CHILDREN, YOUTH AND ADULTS. ESTABLISHED A MEDICATION DROP BOX SITE THAT COLLECTS 15 POUNDS A WEEK OF UNUSED MEDICATIONS. TRAINED 50 COMMUNITY MEMBERS IN MENTAL HEALTH FIRST AID. MONROE CLINIC HAS CHOSEN NOT TO FOCUS ON THE FOLLOWING AREAS BECAUSE WE BELIEVE WE CAN HAVE A GREATER IMPACT ON THE PRIORITY HEALTH NEEDS: : ALCOHOL AND OTHER DRUG USE, CHRONIC DISEASE PREVENTION AND MANAGEMENT, ENVIRONMENTAL AND OCCUPATIONAL HEALTH, INJURY AND VIOLENCE, ORAL HEALTH, REPRODUCTIVE AND SEXUAL HEALTH, TOBACCO USE AND EXPOSURE. TAKING EXISTING COMMUNITY RESOURCES INTO CONSIDERATION, WE HAVE SELECTED TO CONCENTRATE ON THOSE HEALTH NEEDS THAT WE CAN MOST EFFECTIVELY ADDRESS GIVEN OUR AREAS OF FOCUS AND EXPERTISE. THEREFORE, THE HOSPITAL'S CHARITABLE RESOURCES WILL BE PLACED ON THE SELECTED PRIORITY HEALTH NEEDS. THE IMPLEMENTATION STRATEGY ADOPTED BY MONROE CLINIC ACTIVELY ADDRESSES THE HEALTH NEEDS THAT WERE IDENTIFIED IN THE CHNA AS "PRIORITY HEALTH NEEDS."

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 (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part I, Line 7	A COST TO CHARGE RATIO WAS USED TO COMPUTE THE COST OF COMMUNITY BENEFIT SERVICES.
Schedule H, Part I, Line 7g	SUBSIDIZED HEALTH SERVICES INCLUDE BEHAVIORAL HEALTH/OUTPATIENT MENTAL HEALTH, PALLIATIVE CARE, SELF-HELP/SPORTS INJURY PREVENTION, AND CONTINUING CARE/HOME CARE SERVICES.
Schedule H, Part III, Section A, Line 4	ACCOUNTS RECEIVABLE ARE UNCOLLATERALIZED PATIENT OBLIGATIONS THAT ARE STATED AT THE AMOUNT MANAGEMENT EXPECTS TO COLLECT FROM OUTSTANDING BALANCES. THESE OBLIGATIONS ARE PRIMARILY FROM RESIDENTS OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, MOST OF WHOM ARE INSURED UNDER THIRD-PARTY PAYOR AGREEMENTS. THE CLINIC BILLS THIRD PARTY PAYORS ON EACH PATIENT'S BEHALF OR IF A PATIENT IS UNINSURED THE PATIENT IS BILLED DIRECTLY. ONCE CLAIMS ARE SETTLED WITH THE PRIMARY PAYOR, SECONDARY INSURANCE IS BILLED AND PATIENTS ARE BILLED FOR COPAY AND DEDUCTIBLE AMOUNTS THAT ARE THE PATIENTS' RESPONSIBILITY. THE CLINIC DOES NOT CHARGE INTEREST ON PAST DUE ACCOUNTS. ACCOUNTS RECEIVABLE ARE RECORDED IN THE ACCOMPANYING BALANCE SHEETS NET OF CONTRACTUAL ADJUSTMENTS AND AN ALLOWANCE FOR DOUBTFUL ACCOUNTS WHICH REFLECTS MANAGEMENT'S BEST ESTIMATE OF THE AMOUNTS THAT WILL NOT BE COLLECTED. MANAGEMENT PROVIDES FOR CONTRACTUAL ADJUSTMENTS UNDER TERMS OF THIRD PARTY REIMBURSEMENT AGREEMENTS THROUGH A REDUCTION OF GROSS REVENUE AND A CREDIT TO ACCOUNTS RECEIVABLE. IN ADDITION, MANAGEMENT PROVIDES FOR PROBABLE UNCOLLECTIBLE AMOUNTS PRIMARILY FOR UNINSURED PATIENTS AND AMOUNTS FOR WHICH PATIENTS ARE PERSONALLY RESPONSIBLE THROUGH A REDUCTION OF GROSS REVENUE AND A CREDIT TO THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE CLINIC ANALYZES PAST RESULTS AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUES IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. SPECIFICALLY, FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE CLINIC ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE CLINIC RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES, IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS.
Schedule H, Part III, Section B, Line 8	MEDICARE SHORTFALL IS NOT TREATED AS COMMUNITY BENEFIT. TO ARRIVE AT COST OF MEDICARE SERVICES THE TOTAL EXPENSES LESS OTHER OPERATING REVENUE IS MULTIPLIED BY THE RATIO OF MEDICARE REVENUE TO TOTAL REVENUE.
Schedule H, Part III, Section C, Line 9b	MONROE CLINIC RECOGNIZES THE INHERENT VALUE OF ALL INDIVIDUALS. ALL INDIVIDUALS HAVE THE RIGHT TO BE TREATED WITH RESPECT AND DIGNITY. THOSE INDIVIDUALS INDICATING LACK OF FINANCIAL RESOURCES TO PAY FOR SERVICES WILL BE DIRECTED TO MONROE CLINIC'S COMMUNITY CARE PROGRAM TO ENSURE ALL INDIVIDUALS QUALIFYING FOR ASSISTANCE ARE INDEED GIVEN ASSISTANCE. INDIVIDUALS WITH THE FINANCIAL RESOURCES TO PAY FOR SERVICES ARE EXPECTED TO DO SO IN A TIMELY MANNER TO ENSURE MONROE CLINIC'S FINANCIAL HEALTH AND ABILITY TO MAINTAIN OPERATIONS AND CONTINUED COMMUNITY CARE. PATIENTS WITH FINANCIAL RESOURCES ARE ASKED TO PAY CO-PAYMENTS AT THE TIME OF SERVICE AND TO PAY BALANCES REMAINING DUE AFTER INSURANCE HAS PAID WITHIN 30 DAYS OR MAKE MUTUALLY AGREEABLE PAYMENT ARRANGEMENTS WITH PATIENT ACCOUNTING. COLLECTION AGENCIES USED BY MONROE CLINIC GUARANTEE COMPLIANCE WITH THE FAIR DEBT COLLECTION PRACTICES ACT AND THE ACA INTERNATIONAL'S CODE OF ETHICS AND PROFESSIONAL RESPONSIBILITY.
Schedule H, Part VI, Line 2	MONROE CLINIC, IN COLLABORATION WITH THE GREEN COUNTY HEALTH DEPARTMENT, THE GREEN COUNTY HEALTHY COMMUNITIES COALITION ASSESSED THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES USING THE STATE PUBLIC HEALTH AGENDA, HEALTHIEST WISCONSIN 2020, AS THE FRAMEWORK. THE GOALS OF THE HEALTHIEST WISCONSIN 2020 ARE TO IMPROVE HEALTH ACROSS THE LIFE SPAN AND ELIMINATE HEALTH DISPARITIES AND ACHIEVE HEALTH EQUALITY. THE HEALTH NEEDS WERE DERIVED FROM AN EXAMINATION OF DATA ON HEALTH BEHAVIORS AND THE SOCIAL, ECONOMIC AND EDUCATIONAL FACTORS THAT ARE DETERMINANTS OF HEALTH.
Schedule H, Part VI, Line 3	MONROE CLINIC PROVIDES FINANCIAL COUNSELORS WHO ACT AS PATIENT ADVOCATES AND HELP THOSE IN NEED APPLY FOR MONROE CLINIC'S COMMUNITY CARE PROGRAMS OR OTHER STATE, COUNTY OR FEDERAL PROGRAMS (I.E. WISCONSIN BADGERCARE, WISCONSIN AND ILLINOIS WELL WOMAN PROGRAMS, MEDICARE, MEDICAID, ETC.). PATIENTS CAN FIND OUT ABOUT THESE SERVICES THROUGH MONROECLINIC.ORG'S INFORMATION PAGES, MONROE CLINIC'S ANNUAL MISSION REPORT POSTED ON OUR WEBSITE AND MAILED TO HOUSEHOLDS IN OUR SERVICE AREA, AND THROUGH COMMUNITY OUTREACH THAT OFFERS ASSISTANCE EXPLAINING NEW FEDERAL/STATE PROGRAMS OR CHANGES TO THOSE PROGRAMS. ADDITIONALLY, MONROE COUNSELORS HELP PATIENTS UNDERSTAND WHAT PROGRAMS THEY COULD BE ELIGIBLE FOR, HELP THEM THROUGH APPLICATION PROCEDURES AND ALSO PROVIDE APPROVAL/DENIAL NOTIFICATION TO THE PATIENTS IN A TIMELY MANNER.
Schedule H, Part VI, Line 4	MONROE CLINIC GIVES SPECIAL CONSIDERATION TO PERSONS IN NEED OF FINANCIAL ASSISTANCE THROUGH OUR COMMUNITY CARE PROGRAM. MONROE CLINIC DOES NOT DISCRIMINATE AGAINST A PATIENT BECAUSE OF RACE, CREED, COLOR, NATIONAL ORIGIN, OR BECAUSE A PATIENT IS COVERED BY A PROGRAM SUCH AS MEDICAID OR MEDICARE. FOR PATIENTS WHO HAVE NO HEALTH INSURANCE LIMITED HEALTH INSURANCE OR WHO EXPECT TO HAVE DIFFICULTY PAYING THEIR BILL THE COMMUNITY CARE PROGRAM PROVIDES HEALTHCARE AT REDUCED COST OR AT NO COST. THE PROGRAM PROVIDES HEALTHCARE WITH A PAYMENT SCHEDULE THAT RECOGNIZES AN INDIVIDUAL'S FINANCIAL CONDITION. COMMUNITY CARE APPLICATIONS ARE ACCEPTED FROM PATIENTS WHO RESIDE IN OUR PRIMARY AND SECONDARY SERVICE AREAS WHICH INCLUDE THE FOLLOWING COUNTIES IN WISCONSIN: GREEN, LAFAYETTE, AND SECTIONS OF DANE, ROCK, AND IOWA COUNTIES. IN ILLINOIS, STEPHENSON AND SECTIONS OF WINNEBAGO AND JODAVIESS COUNTIES. INDIVIDUALS MUST BE A RESIDENT OF ONE OF THESE AREAS FOR A MINIMUM OF THREE MONTHS PRIOR TO BE ELIGIBLE FOR THE COMMUNITY CARE PROGRAM.
Schedule H, Part VI, Line 5	A MAJORITY OF THE MONROE CLINIC BOARD OF DIRECTORS IS COMPRISED OF PEOPLE THAT RESIDE IN THE GEOGRAPHIC AREAS WE SERVE. MONROE CLINIC REINVESTS BACK INTO THE COMMUNITY THROUGH ITS COMMUNITY BENEFIT PROGRAMS AND THROUGH MEDICAL EQUIPMENT AND PROGRAMS NEEDED IN THE COMMUNITY. EXAMPLES OF THIS INCLUDE PALLIATIVE CARE, PARISH NURSING PROGRAM, YOUTH APPRENTICESHIP AND JOB SHADOWING PROGRAMS, SCREENING OUTREACH AND MANY OTHER PROGRAMS. FURTHER, MONROE CLINIC HAS INVESTED IN THE ELECTRONIC HEALTH RECORD. OUR PATIENTS ARE GEOGRAPHICALLY DIVERSE AND MONROE CLINIC HAS TEN BRANCH PHYSICIAN CLINICS IN OUTLYING AREAS. THE INVESTMENT IN ELECTRONIC HEALTH RECORDS MEANS THAT OUR PATIENTS CAN BE SEEN ANYWHERE AND HAVE THEIR MEDICAL HISTORY IMMEDIATELY AVAILABLE. THIS PROMOTES BETTER HEALTH FOR OUR PATIENTS AND INCREASED SAFETY AS WE CAN TRACK MEDICAL EVENTS AND ONGOING MEDICATION NEEDS.
Schedule H, Part VI, Line 7	LIST OF STATES RECEIVING COMMUNITY BENEFITS REPORTS: WISCONSIN AND ILLINOIS

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	Yes (1)	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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
PAUL BEKX
CHIEF OF STAFF/DIRECTOR	$235,723	$0	$404	$0	$90	$0	$19,682	$0	$1,224	$0	$257,123	$0	$404	$0
CARRIE BLUM
CHIEF INFORMATION OFFICER	$174,760	$0	$35,500	$0	$202	$0	$58,242	$0	$1,609	$0	$270,313	$0	$35,500	$0
DAVID BUCHANAN
PHYSICIAN/INTERVENTIONAL CARDIOLOGIST	$678,831	$0	$11,641	$0	$396	$0	$30,826	$0	$17,337	$0	$739,031	$0	$11,641	$0
PAULA RAIBLEY-ELMER
VP/CHIEF NURSING OFFICER	$208,336	$0	$45,784	$0	$1,140	$0	$67,481	$0	$14,770	$0	$337,511	$0	$45,784	$0
JOHN FREY
PHYSICIAN/SECRETARY	$318,899	$0	$475	$0	$396	$0	$26,169	$0	$1,730	$0	$347,669	$0	$475	$0
WISSAM MATTAR
PHYSICIAN	$770,603	$0	$475	$0	$54	$0	$43,179	$0	$7,099	$0	$821,410	$0	$475	$0
NICHOLAS MAXWELL
PHYSICIAN/GENERAL SURGEON	$995,492	$0	$475	$0	$258	$0	$47,674	$0	$12,350	$0	$1,056,249	$0	$475	$0
JANE MONAHAN
VP MINISTRY/HR	$158,637	$0	$35,144	$0	$516	$0	$56,206	$0	$1,527	$0	$252,030	$0	$35,144	$0
JAMES NEMETH
CHIEF FINANCIAL OFFICER	$214,675	$0	$44,723	$0	$151	$0	$73,680	$0	$1,800	$0	$335,029	$0	$44,723	$0
DARREN PIPP
PHYSICIAN	$363,133	$0	$475	$0	$90	$0	$28,705	$0	$7,605	$0	$400,008	$0	$475	$0
ANDREW RIKKERS
PHYSICIAN/GENERAL SURGEON	$970,419	$0	$475	$0	$60	$0	$48,424	$0	$17,337	$0	$1,036,715	$0	$475	$0
MICHAEL SANDERS
PRESIDENT/CEO	$677,102	$0	$137,052	$0	$3,564	$0	$176,136	$0	$2,846	$0	$996,700	$0	$137,052	$0
LANCE SATHOFF
PHYSICIAN	$1,021,117	$0	$475	$0	$90	$0	$48,793	$0	$17,337	$0	$1,087,812	$0	$475	$0
JONATHAN SWINDLE
PHYSICIAN/ORTHOPEDIC SURGEON	$649,353	$0	$475	$0	$60	$0	$39,314	$0	$17,337	$0	$706,539	$0	$475	$0
MARK THOMPSON
CHIEF MEDICAL OFFICER	$390,715	$0	$75,226	$0	$270	$0	$104,165	$0	$2,414	$0	$572,790	$0	$75,226	$0
LUCINDA WERKHEISER
VP/SERVICE EXCELLENCE	$150,776	$0	$35,018	$0	$270	$0	$51,986	$0	$17,125	$0	$255,175	$0	$35,018	$0
JULIE WILKE
VP CLINICAL OPERATIONS	$288,346	$0	$61,079	$0	$774	$0	$86,370	$0	$2,187	$0	$438,756	$0	$61,079	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a	PROVIDED MEMBERSHIP FOR THE PRESIDENT/CEO TO THE LOCAL KIWANIS ORGANIZATION: TOTAL VALUE: $115.
Schedule J, Part I, Line 3	THE ORGANIZATION'S CEO AND SENIOR LEADERSHIP TEAM'S COMPENSATION PLAN IS REVIEWED AND APPROVED AT FORMAL MEETINGS OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT/NON-EMPLOYEE MEMBERS WHO HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENT TO BE REVIEWED AND RECOMMENDED BY THE COMPENSATION COMMITTEE. THE COMMITTEE REVIEW COMPARABLE WISCONSIN AND NATIONAL COMPENSATION DATA AND ESTABLISHES BASE COMPENSATION AT THE COMPARABLE MARKET MEDIAN BY POSITION AS OUTLINED IN THE COMPENSATION COMMITTEE CHARTER, ADDITIONALLY THE COMMITTEE HAS AUTHORITY TO RETAIN A COMPENSATION CONSULTANT TO ASSIST THE COMMITTEE IN EVALUATING SENIOR MANAGEMENT COMPENSATION.
Schedule J, Part I, Line 6	THE ORGANIZATION USES NET EARNINGS AS 20% OF THE CALCULATION FOR THE GAIN SHARE PROGRAM.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
REDEVELOPMENT AUTHORITY OF THE CITY OF MONROE
A	271322385	611420AP5	2009-11-24	$64,459,717	CONSTRUCTION OF HOSPITAL	Yes (1)	0	0
WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITIES
B	391337855		2012-04-19	$16,415,700	REFUNDING OF 1999 BOND ISSUE	0	0	0
WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
C	391337855		2012-04-19	$21,750,843	PARTIAL ADVANCED REFUNDING OF 2009 ISSUE	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$20,855,000	$64,442,747	$4,653,664	$6,327,046	$0	$1,036,820	$0	$0	$57,522,008	$0	$0	2012	0	0	Yes (1)	Yes (1)
B	$0	$0	$16,415,700	$0	$0	$0	$130,700	$0	$0	$0	$16,285,000	$0	2000	Yes (1)	0	Yes (1)	Yes (1)
C	$0	$0	$21,750,843	$0	$0	$21,459,636	$291,207	$0	$0	$0	$0	$0	2012	0	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part I, Column a-11/24/2009 64,459,717 REDEVELOPMENT AUTHORITY OF THE CITY OF MONROE	TOTAL PROCEEDS OF ISSUE VARIANCE BETWEEN ISSUE PRICE AND TOTAL PROCEEDS (16,970) IS THE LOSS ON THE INVESTMENT.
Schedule K, Part I, Column c-04/19/2012 16,415,700 WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHO	WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITIES

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	SARAH ENDICOTT	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	MICHAEL SANDERS' DAUGHTER	RelationshipDescriptionTxt
Transaction	$43,920	TransactionAmt
Transaction	EMPLOYMENT	TransactionDesc
Sharing Of Revenues	Yes (1)	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part I, Line 1	SERVICES INCLUDE INPATIENT ROUTINE, INPATIENT ANCILLARY, AND OUTPATIENT HEALTHCARE IN SUPPORT OF THE CORPORATION'S HEALTH CARE MISSION. THE MONROE CLINIC, BECAUSE OF ITS MISSION STATEMENT, OFFERS A CHARITY CARE PROGRAM TO ELIGIBLE BENEFICIARIES.
Form 990, Part III, Line 4a	IN 2015 OUR PHYSICIANS AND STAFF PROVIDED SERVICES TO PATIENTS ACCESSING OUR SYSTEM WITH OVER 250,000 VISITS. IN 1939, CSA ESTABLISHED ST. CLARE HOSPITAL AT THE REQUEST OF A SMALL GROUP OF PHYSICIANS WHO OPENED MONROE CLINIC IN THE SAME YEAR. IN 1992 ST. CLARE HOSPITAL AND MONROE CLINIC CONSOLIDATED UNDER CONTINUED SPONSORSHIP OF CSA AS A CATHOLIC NOT FOR PROFIT INTEGRATED HEALTHCARE FACILITY. MONROE CLINIC HAS A SPECIAL COMMITMENT TO PROVIDE HEALTHCARE SERVICES TO ALL PATIENTS WITHOUT ANY FORM OF DISCRIMINATION INCLUDING THE ABILITY TO PAY. THE PASSION AND DETERMINATION OF BOTH THE FOUNDING PHYSICIAN AND CSA HAS DEVELOPED AN EXCEPTIONAL HEALTHCARE ORGANIZATION THAT FOCUSES ON QUALITY AND OUTCOME MEASURES THAT EXCEED NATIONAL BENCHMARKS. IN 2010 MONROE CLINIC COMMITTED TO PUBLISHING OUR QUALITY SCORES IN LOCAL NEWSPAPERS AND ON OUR WEBSITE. 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. IN CALENDAR YEAR 2015 MONROE CLINIC PROVIDED MORE THAN $14.0 MILLION IN COMMUNITY BENEFIT TO MORE THAN 37,500 INDIVIDUALS. THIS $14.0 MILLION REPRESENTS APPROXIMATELY 8.3 PERCENT OF MONROE CLINIC'S TOTAL NET PATIENT REVENUE. THE COMMUNITY BENEFIT AT COST IS COMPRISED OF $1.3 MILLION OF CHARITY CARE, $12.5 MILLION IN UNREIMBURSED COSTS FOR MEDICAID PATIENTS, $173 THOUSAND IN SUBSIDIZED HEALTHCARE SERVICES (SERVICES PROVIDED TO PATIENTS AT LESS THAN WHAT IT COST US TO PROVIDE THESE SERVICES). EACH YEAR MONROE CLINIC USES SURPLUS FUNDS TO ENHANCE PATIENT AND SCREENING PROGRAMS. THROUGH OUR SPENDING AND THAT OF OUR EMPLOYEES MONROE CLINIC CONTRIBUTES SIGNIFICANTLY TO THE LOCAL COMMUNITY.
Form 990, Part VI, Section A, Line 6	THE CORPORATION HAS TWO CLASSES OF MEMBERS. THE CLASS A MEMBERS ARE THE GENERAL SUPERIOR OF CSA AND THOSE PERSONS WHO ARE MEMBERS OF THE GENERAL COUNCIL OF CSA. THE CLASS B MEMBERS ARE INDIVIDUALS APPOINTED BY THE CLASS A MEMBERS AND CONSIST OF NOT LESS THAN NINE MEMBERS AND NOT MORE THAN 13 MEMBERS.
Form 990, Part VI, Section A, Line 7a	THERE IS A GOVERNING BODY THAT HAS FINAL APPROVAL FOR ANY NEW BOARD MEMBERS.
Form 990, Part VI, Section A, Line 7b	VARIOUS DECISIONS SUCH AS INDEBTEDNESS OF A CERTAIN SCOPE, MISSION OF THE ORGANIZATION, AND FINAL APPROVAL OF BOARD MEMBERS MUST BE BY CLASS A MEMBERS OF CONGREGATION OF SISTERS OF ST. AGNES SPONSORSHIP MINISTRY BOARD.
Form 990, Part VI, Section B, Line 11b	ANNUALLY, THE BOARD OF DIRECTORS IS PROVIDED AN OVERVIEW OF THE FORM 990 AND HAS AN OPPORTUNITY TO ASK QUESTIONS AND PROVIDE INPUT.
Form 990, Part VI, Section B, Line 12c	ANNUALLY, CONFLICT OF INTEREST STATEMENTS AND POLICY ARE DISTRIBUTED TO MEMBERS OF THE BOARD AND ANY EMPLOYEE WHO HAS AUTHORITY TO ENTER INTO CONTRACTS AND OTHER TRANSACTIONS ON BEHALF OF MONROE CLINIC. THE COMPLETED FORMS ARE REVIEWED BY ADMINISTRATION.
Form 990, Part VI, Section B, Line 15	THE ORGANIZATION'S CEO AND SENIOR LEADERSHIP TEAM'S COMPENSATION PLAN IS REVIEWED AND APPROVED AT FORMAL MEETINGS OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT NON-EMPLOYEE MEMBERS WHO HAVE NO PERSONAL INTEREST IN THE COMPENSATION AGREEMENT TO BE REVIEWED AND RECOMMENDED BY THE COMPENSATION COMMITTEE. 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, Section C, Line 19	A PAPER COPY OF THE DOCUMENTS/STATEMENTS IS PROVIDED UPON REQUEST.
Form 990, Part XI, Line 9	OTHER CHANGES IN NET ASSETS OR FUND BALANCES EQUITY IN EARNINGS OF UNCONSOLIDATED AFFILIATES 198,845 AND CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 635,058, TOTAL 833,903.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	MONROE CLINIC AND HOSPITAL FOUNDATION INC	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)
EIN	205769038	EIN
Primary Activities	SUPPORT THE MISSION OF THE MONROE CLINIC	PrimaryActivitiesTxt
Legal Domicile State	WI	LegalDomicileStateCd
Exempt Code Section	501(C) (3)	ExemptCodeSectionTxt
Public Charity Status	LINE 7	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Reasonable Cause Explanation ReasonableCauseExplanation

Field	Value	IRS element (for citing)
Explanation	THE MONROE CLINIC APPLIED FOR AND WAS GRANTED THE AUTOMATIC 3 MONTH EXTENSION.	ExplanationTxt