2013-08-14T09:13:01-05:00 2012-09-30 KPMG LLP 4200 WELLS FARGO CTR 90 S 7TH ST MINNEAPOLIS MN 55402 990 2011-10-01 390452970 MARSHFIELD CLINIC % NARAYANA MURALI MD CORP SEC MARS 7153875511 1000 North Oak Avenue Marshfield WI 54449 Gary Jankowski 2013-08-13 true 6123055000 2011 2016-02-24 21:20:13Z Brian Ewert MD President 1000 North Oak Avenue Marshfield WI 54449 1233887883 false X www.marshfieldclinic.org X 1916 WI The mission of Marshfield Clinic is to serve patients through accessible high quality health care, research and education. 11 0 8998 380 22699211 -1198385 13925149 13180930 1105037055 1148561271 13704633 14003815 3173823 1434310 1135840660 1177180326 16062852 16174737 0 0 708667692 779876055 0 0 1873541 338611986 361657322 1063342530 1157708114 72498130 19472212 923892451 1028178070 486354897 530554476 437537554 497623594 X SEE SCHEDULE O false false 874348101 0 1045568233 Patient Medical Care SEE SCHEDULE O 52642392 10713591 11911251 MEDICAL RESEARCH AND EDUCATION SEE SCHEDULE O 65594468 0 91081787 LABORATORY MEDICINE SEE SCHEDULE O 992584961 true true false true false false false true false true true false false true true true false true false true true false false false true true false true false true true false true false false false false false false true false true true false false true true true true true false true 517 0 true 8998 true true true true CA false false false true true false false false false X 11 0 false false true false true true true true true false false true true true true true true true true true true OH WI X NARAYANA MURALI MD CORP SEC 7153875511 1000 N OAK AVE Marshfield WI 54449 X Ivan B Schaller MD 55.0 X 209252 0 51336 Dan Erickson MD 55.0 X 216038 0 53544 Matthew Thomas MD 55.0 X 375758 0 47307 Ron Martin MD 55.0 X 293039 0 39782 Humayan Khan MD 55.0 X 232260 0 48765 John Pryzbylinski MD 55.0 X 183485 0 45577 Seth Fagbemi MD 55.0 X 476306 0 58425 Jane Stark MD 55.0 X 178222 0 39102 Stephen Blonsky MD 55.0 X 309857 0 59342 Humbert Vidaillet MD 55.0 X 430830 0 57057 Qasim Raza MD 55.0 X 280231 0 53697 Matthias Weiss MD 55.0 X 489265 0 58648 John Melski MD 55.0 X 382939 0 53321 Sharlene Kreitlow MD 55.0 X 236242 0 53690 Wallace B Brucker MD 55.0 X 617989 0 56425 Brian Ewert MD 55.0 X 255716 0 51516 C Todd Stewart 55.0 X 422444 0 53012 Mark LePage MD 55.0 X 454714 0 53212 Narayana Murali MD 55.0 X 238528 0 51998 Karl J Ulrich MD 55.0 X 673080 0 53012 Douglas J Reding MD 55.0 X 625803 0 53433 David J Simenstad MD 55.0 X 1074143 0 54433 Gary Jankowski 55.0 X 391319 0 53487 Jim Coleman 55.0 X 397104 0 53503 Ken Letkeman 55.0 X 335874 0 33330 David Keefe 55.0 X 266704 0 38931 Steve Christianson 55.0 X 209134 0 52505 Tom Satkus 55.0 X 238719 0 34151 Laura Nelson MD 55.0 X 363326 0 51654 Fred Bollow MD 55.0 X 346267 0 49318 William Yanke MD 55.0 X 325346 0 56925 Gary Zimbric MD 55.0 X 292333 0 54299 William Barkley MD 55.0 X 222877 0 52607 Richard Mercier MD 55.0 X 512530 0 54003 Timothy Swan MD 55.0 X 523515 0 49327 John Kelly 55.0 X 201840 0 48802 Rod Sorenson DO 55.0 X 400525 0 50327 Greg Brunett MD 55.0 X 307077 0 52825 David Cook MD 55.0 X 249198 0 51553 Roderick Koehler MD 55.0 X 285585 0 52763 Gene Shaw MD 55.0 X 380391 0 53012 Vicky Strobel 55.0 X 182484 0 47708 Scott Paulman MD 55.0 X 1395113 0 33909 Thomas Faciszewski MD 55.0 X 1305376 0 53612 Sanjay Rao MD 55.0 X 1081355 0 51527 Vivekananda Gonugunta MD 55.0 X 990580 0 32657 Adedayo Onitilo MD 55.0 X 880331 0 60003 20741044 0 2369372 1255 false true false SIEMENS MEDICAL SOLUTIONS DEPT CH 14195 PALATINE IL 600554195 EQUIPMENT/LEASE 7027199 AE BUSINESS SOLUTIONS 2310 CROSSROADS DR STE 2800 MADISON WI 53718 SERVICE/CAP. EQUIP 5507037 CHARTER COMMUNICATIONS PO BOX 2981 MILWAUKEE WI 532012981 CABLE 3001050 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 753972633 LOCUMS 2568406 LINDSAY STONE BRIGGS 1 SOUTH PINCKNEY ST STE 500 MADISON WI 53703 ADVERTISING 2550089 256 550954 115184 9714583 2800209 197202 13180930 PATIENT MEDICAL CARE 621500 1045568233 1045555630 12603 LABORATORY MEDICINE 621500 91081787 68484530 22597257 MEDICAL RESEARCH & EDUCATION 621500 11911251 11821900 89351 1148561271 5665651 5665651 903404 903404 511101 511101 251878 267787 -15909 -15909 -15909 7137892 478004 181136 7137892 296868 7434760 7434760 299084 169309 129775 129775 36247 36247 36247 56299971 56089325 210646 210646 CAFETERIA SALES 900099 562450 562450 562450 1177180326 1125862060 22699211 15438125 16174737 16174737 0 0 0 17940460 9966012 7974448 0 587910372 516845051 70058545 1006776 58806455 51037215 7674325 94915 84963850 69090224 15707063 166563 30254918 25921037 4273172 60709 0 912214 48397 863817 241598 241598 243666 243666 0 0 32916002 20851945 11998653 65404 8589445 55908 8518492 15045 6077775 3254586 2807878 15311 41510893 20043029 21189804 278060 134324 134324 20190025 17054708 3107536 27781 8905873 7962751 889847 53275 0 462515 462515 9121877 4695526 4426351 0 31106635 29281877 1815665 9093 2937212 2891936 45276 OPERATING SUPPLIES 160406579 159566621 763353 76605 MAINTENANCE AND REPAIRS 7568185 7330443 235597 2145 OPERATING EXPENSES 3068561 3011042 55660 1859 BAD DEBTS 25731266 25731266 1532677 1173811 358866 1157708114 992584961 163249612 1873541 23581434 35612751 68949433 65595655 2300400 2777073 171291730 161012770 0 0 0 0 36518491 29710569 15236070 16001805 6525881 9247956 656162822 316584868 326894861 339577954 149635235 166671940 0 0 13272812 9080903 3017211 4758783 106668893 188129911 923892451 1028178070 109057158 110688303 0 0 791099 1145000 282955000 343433355 0 0 0 0 36731548 12029179 0 0 56820092 63258639 486354897 530554476 X 416405020 473547447 20916451 23860064 216083 216083 437537554 497623594 923892451 1028178070 X 19472212 40613828 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true 100 false false true 880165 false false 880265 false Description of the organization's lobbying activity: Where its experience may be helpful, Marshfield Clinic may offer recommendations concerning legislation or regulations being considered. In addition, it may analyze and take positions on issues that have a relationship to the organization's operations. PART II-B LINE 1 (D) OCCASIONALLY SEND MAIL TO MEMBERS OF CONGRESS, AND THEIR STAFF. 1036727 X true 35848004 1375000 6620000 671000 43172004 34049063 3310280 -266824 1244515 35848004 29443159 2333428 2927520 655044 34049063 27221448 2413872 614273 806434 29443159 0.67400 0.32600 false false 20958647 20958647 339346882 129553456 209793426 7814916 3100486 4714430 259802281 178422989 81379292 1956085 26284011 5507937 22732159 339577954 RESTRICTED FUNDS - OTHER 12318709 RESTRICTED FOR RETIREMENT PLAN 29868552 RESTRICTED FOR LIAB. INSURANCE 18967059 RESTR FOR UNEMPLOYMENT COMP 4419246 TRUST - REVENUE BOND 87393112 RESTR BY DONORS FOR SPEC PURP 21354309 DEFERRED FINANCING COSTS 1982678 BOND FUNDS 11826246 188129911 0 HEALTH PLAN PREPAYMENT 17500000 UNPAID PROFESSIONAL LIABILITY CLAIMS 9283669 457 PLAN PAYABLE 29868552 MISCELLANEOUS 6606418 63258639 PART III, LINE 4 THE MISSION OF MARSHFIELD CLINIC IS TO SERVE PATIENTS THROUGH ACCESSIBLE, HIGH QUALITY HEALTH CARE, RESEARCH AND EDUCATION. AS PART OF SERVING PATIENTS, THE CLINIC STRIVES TO PROVIDE AN INVITING ATMOSPHERE TO TREAT PATIENTS AND ASSIST IN THE HEALING PROCESS. PLEASANT FACILITIES AND GROUNDS, PLUS APPROPRIATE WORKS OF ART ALL ASSIST IN THIS HEALING PROCESS, AS WELL AS SERVE TO ENHANCE THE WORK ENVIRONMENT FOR PHYSICIANS AND STAFF. QUALITY WORKS OF ART ALSO ENHANCE THE CLINIC'S EDUCATIONAL MISSION BY DISPLAYING ART WORK FOR SCHOOL CHILDREN AS WELL AS PATIENTS AND VISITORS. PART V, LINE 4 MARSHFIELD CLINIC MAINTAINS ENDOWMENT FUNDS IN THE FOLLOWING CATEGORIES: GENERAL ENDOWMENT TO FUND OPERATIONS, ENDOWED PROGRAMS TO FUND VARIOUS PATIENT CARE, RESEARCH AND EDUCATION PROGRAMS SUCH AS ONCOLOGY RESEARCH, SUMMER STUDENT INTERN PROGRAMS, AND THE ANGEL FUND; AND ENDOWED CHAIRS AND ENDOWED DISTINGUISHED PHYSICIAN/SCIENTIST AWARDS TO FUND THE RESEARCH, EDUCATION OR ADMINISTRATIVE ACTIVITES OF THE NAMED CHAIR OR AWARD RECIPIENT. PART X, LINE 2 EFFECTIVE OCTOBER 1, 2007, THE CLINIC ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC 740), INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC 740 PRESCRIBES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN UNDER ASC 740. TAX POSITIONS WILL BE EVALUATED FOR RECOGNITION, DE-RECOGNITION, AND MEASUREMENT USING CONSISTENT CRITERIA AND WILL PROVIDE MORE INFORMATION ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. BASED ON AN ANALYSIS PREPARED BY THE CLINIC, IT WAS DETERMINED THAT THE APPLICATION OF ASC 740 HAD NO MATERIAL EFFECT ON THE CLINIC AT SEPTEMBER 30, 2012 OR 2011. North America 1 21 Program Services FOOD SAFETY TESTS 2642418 1 21 1 21 2642418 2642418 false false false false false false Part I, Line 3(1) Marshfield Food Safety, LLC (MFS), a wholly owned subsidiary of Marshfield Clinic (MC) provides food safety testing services on-site at or nearby various food producers for the benefit of the public. MC increased its voting control of MFS from 90% to 100% effective May 31, 2012. MFS Canada Food Safety is a 100% owned subsidiary of MFS and maintains its operations in Canada. It commenced its operations in 2011 and included the same types of activities as MFS. For tax reporting purposes, MFS is a disregarded entity. The Canadian operational information is being disclosed on the Schedule F to assure compliance with 990 requirements. The listed employees are employees of MFS and not of Marshfield Clinic. The expenditures listed represent 100% (MC's share of MFS as of September 30, 2012) of operational expenses incurred by MFS Canada. Auction 235685 164623 71062 5000 1200 9335 65 1200 18182 Fore a Cure 143522 109524 33998 1050 8400 1071 21687 16 470830 276807 194023 2820 2355 20084 4672 9170 63019 850037 550954 299083 7820 4605 37819 5808 10370 102888 169310 129773 36247 false 36247 36247 true false true false 0.34000 0.66000 Joseph Baierl 1000 N Oak Ave Marshfield WI 54449 false Joseph Baierl 6204 Coord. & management of Clinic gaming act X false true FAMILY HEALTH CENTER 1515 ST JOSEPH AVE MARSHFIELD WI 54449 391681547 501(C)(3) 15700592 GENERAL SUPPORT TRANSITIONAL SHELTER DONATION 149 N CENTRAL AVENUE MARSHFIELD WI 54449 391396428 501(C)(3) 100000 GENERAL SUPPORT MFLD AREA UNITED WAY PO BOX 771 MARSHFIELD WI 54449 391035073 501(C)(3) 70000 GENERAL SUPPORT COMMUNITY FOUNDATION 500 3RD ST SUITE 310 WAUSAU WI 54403 391577472 501(C)(3) 36000 GENERAL SUPPORT UNITED WAY OF MARATHON 137 RIVER DR WAUSAU WI 54403 390935496 501(C)(3) 30800 GENERAL SUPPORT NEW VISIONS GALLERY RENT 1000 N OAK AVE MARSHFIELD WI 54449 510190879 501(C)(3) 25625 fmv rent GENERAL SUPPORT CITY OF EAU CLAIRE AMBULANCE SERVICE PO BOX 1087 EAU CLAIRE WI 54702 396005436 501(C)(3) 20180 GENERAL SUPPORT MOSINEE SCHOOL DISTRICT 591 W HWY 153 MOSINEE WI 54455 396003531 501(C)(3) 17000 GENERAL SUPPORT FRIENDS OF ST JOSEPH'S 2661 COUNTY HWY I CHIPPEWA FALLS WI 54729 390810545 501(C)(3) 15000 GENERAL SUPPORT ANGEL ON MY SHOULDER 1611 PINE TREE LANE ST GERMAIN WI 54558 391858288 501(C)(3) 15000 GENERAL SUPPORT ST VINCENT DE PAUL OUTREACH 149 N CENTRAL AVENUE MARSHFIELD WI 54449 391396428 501(C)(3) 10500 GENERAL SUPPORT COMPETITIVE WISCONSIN 22 N CARROLL STREET STE 200 MADISON WI 53703 391398399 501(C)(3) 10000 GENERAL SUPPORT WI WOMENS HEALTH FOUNDATION 2503 TODD DR MADISON WI 53713 391900678 501(C)(3) 10000 GENERAL SUPPORT WMC FOUNDATION INC PO BOX 352 MADISON WI 53701 391394068 501(C)(3) 10000 GENERAL SUPPORT UNITED WAY OF MARATHON 137 RIVER DRIVE WAUSAU WI 54403 390935496 501(C)(3) 10000 GENERAL SUPPORT UNITED WAY OF GREATER CHIPPEWAS 3603 N HASTINGS WAY STE 200 EAU CLAIRE WI 54702 391077901 501(C)(3) 10000 GENERAL SUPPORT UNITED WAY OF MERRILL 813 E 1ST ST PO BOX 813 MERRILL WI 54452 391286800 501(C)(3) 6192 GENERAL SUPPORT OPPORTUNITY DEVELOPMENT 1191 HUNTINGTON AVENUE WISCONSIN RAPIDS WI 54494 391044318 501(C)(3) 6000 GENERAL SUPPORT UNITED FCS 1207 N CENTRAL AVE PO BOX 1080 MARSHFIELD WI 54449 410696318 501(C)(3) 5494 GENERAL SUPPORT LAKELAND UNION HIGH SCHOOL 9573 HWY 70 WEST MINOCQUA WI 54548 396025018 501(C)(3) 5050 GENERAL SUPPORT HERITAGE FOUNDATION 1000 N OAK AVE MARSHFIELD WI 54449 391865942 501(C)(3) 13969 GENERAL SUPPORT 9 Schedule I, Part I, Line 2 Marshfield Clinic (the Clinic) provides assistance (primarily contributions) to a variety of organizations, most of which are 501 (C)(3) and some of which are affiliates for financial reporting purposes (i.e., Family Health Center and Heritage Foundation). The Clinic makes determinations on grant assistance and other assistance (i.e., contributions) based on the recipient organization's mission, reputation, and the organization's intended use of funds. The largest contribution is to Family Health Center (FHC), which is a member of the Clinic's obligated group and included in the Clinic's consolidated financial statements. FHC's mission and use of funds are aligned with the Clinic's mission as a 501(C)(3) organization, and monitored closely. X X X X false false false false false false false false false Ivan B Schaller MD 207446 0 0 0 1806 0 30728 0 20608 0 260588 0 0 0 Dan Erickson MD 214232 0 0 0 1806 0 28648 0 24896 0 269582 0 0 0 Matthew Thomas MD 361735 0 0 0 14023 0 30728 0 16579 0 423065 0 0 0 Ron Martin MD 276053 0 0 0 16986 0 30728 0 9054 0 332821 0 0 0 Humayan Khan MD 228402 0 2860 0 998 0 30728 0 18037 0 281025 0 0 0 John Pryzbylinski MD 180911 0 0 0 2574 0 26073 0 19504 0 229062 0 0 0 Seth Fagbemi MD 458770 0 70 0 17466 0 30728 0 27697 0 534731 0 0 0 Jane Stark MD 177646 0 0 0 576 0 15163 0 23939 0 217324 0 0 0 Stephen Blonsky MD 306051 0 2000 0 1806 0 30728 0 28614 0 369199 0 0 0 Humbert Vidaillet MD 429024 0 0 0 1806 0 30728 0 26329 0 487887 0 0 0 Qasim Raza MD 235322 0 44279 0 630 0 30728 0 22969 0 333928 0 0 0 Matthias Weiss MD 471806 0 0 0 17459 0 30728 0 27920 0 547913 0 0 0 John Melski MD 361105 0 0 0 21834 0 30728 0 22593 0 436260 0 0 0 Sharlene Kreitlow MD 235612 0 0 0 630 0 30728 0 22962 0 289932 0 0 0 Wallace B Brucker MD 617023 0 0 0 966 0 30728 0 25697 0 674414 0 0 0 Brian Ewert MD 238250 0 0 0 17466 0 30728 0 20788 0 307232 0 0 0 C Todd Stewart 421814 0 0 0 630 0 30728 0 22284 0 475456 0 0 0 Mark LePage MD 454294 0 0 0 420 0 30728 0 22484 0 507926 0 0 0 Narayana Murali MD 212658 0 8950 0 16920 0 30728 0 21270 0 290526 0 0 0 Karl J Ulrich MD 670308 0 0 0 2772 0 30728 0 22284 0 726092 0 0 0 Douglas J Reding MD 616247 0 7750 0 1806 0 30728 0 22705 0 679236 0 0 0 David J Simenstad MD 1073177 0 0 0 966 0 30728 0 23705 0 1128576 0 0 0 Gary Jankowski 364995 0 7052 0 19272 0 30728 0 22759 0 444806 0 0 0 Jim Coleman 388080 0 7218 0 1806 0 30728 0 22775 0 450607 0 0 0 Ken Letkeman 305389 0 30100 0 385 0 2080 0 31250 0 369204 0 0 0 David Keefe 249138 0 100 0 17466 0 30728 0 8203 0 305635 0 0 0 Steve Christianson 203347 0 3981 0 1806 0 29714 0 22791 0 261639 0 0 0 Tom Satkus 218445 0 1002 0 19272 0 11218 0 22933 0 272870 0 0 0 Laura Nelson MD 345413 0 0 0 17913 0 30728 0 20926 0 414980 0 0 0 Fred Bollow MD 327961 0 0 0 18306 0 30728 0 18590 0 395585 0 0 0 William Yanke MD 323540 0 0 0 1806 0 30728 0 26197 0 382271 0 0 0 Gary Zimbric MD 289561 0 0 0 2772 0 30728 0 23571 0 346632 0 0 0 William Barkley MD 222031 0 0 0 846 0 30728 0 21879 0 275484 0 0 0 Richard Mercier MD 510724 0 0 0 1806 0 30728 0 23275 0 566533 0 0 0 Timothy Swan MD 505209 0 0 0 18306 0 30728 0 18599 0 572842 0 0 0 John Kelly 201114 0 100 0 626 0 30728 0 18074 0 250642 0 0 0 Rod Sorenson DO 397253 0 0 0 3272 0 30728 0 19599 0 450852 0 0 0 Greg Brunett MD 295611 0 10000 0 1466 0 30728 0 22097 0 359902 0 0 0 David Cook MD 245431 0 495 0 3272 0 30728 0 20825 0 300751 0 0 0 Roderick Koehler MD 284619 0 0 0 966 0 30728 0 22035 0 338348 0 0 0 Gene Shaw MD 362085 0 0 0 18306 0 30728 0 22284 0 433403 0 0 0 Vicky Strobel 181801 0 100 0 583 0 26836 0 20872 0 230192 0 0 0 Scott Paulman MD 1376390 0 1593 0 17130 0 30728 0 3181 0 1429022 0 0 0 Thomas Faciszewski MD 1304410 0 0 0 966 0 30728 0 22884 0 1358988 0 0 0 Sanjay Rao MD 1080725 0 0 0 630 0 30728 0 20799 0 1132882 0 0 0 Vivekananda Gonugunta MD 973450 0 0 0 17130 0 30728 0 1929 0 1023237 0 0 0 Adedayo Onitilo MD 854411 0 9000 0 16920 0 30728 0 29275 0 940334 0 0 0 WI Health & Educational Facility Authority 391337855 97710vzy7 2006-01-31 71634384 Building & Equipment false false false WI Health & Educational Facility Authority 391337855 97710vzy7 2006-01-31 65000000 Building & Equipment false false false WI Health & Educational Facility Authority 391337855 2012-04-03 130115000 Refunding Rev Bonds false false false WI Health & Educational Facility Authority 391337855 97710bz54 2012-06-13 104090000 Building & Equipment false false false 1660000 0 71634384 5405593 0 0 699591 0 0 68522365 0 0 2008 false false true true 1715000 0 65000000 0 0 0 829612 0 0 68178577 0 0 2008 false false true true 0 0 130115000 0 0 0 298298 0 0 129816702 0 0 2012 true false true true 0 0 104090000 0 0 0 424385 0 0 26207989 0 77457626 2013 false false false true false true false false 0.00560 0.00000 0.00560 true false false false false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true false false false 0 false 0 false false true true false 0 false 0 false false false false false 0 false 0 false false false false false 0 false 0 false false STEPHANTE VIDAILLET employee 53072 SALARY AND BENEFITS false BUSINESS TRANSACTIONS WITH INTERESTED PERSONS PART IV, COLUMN D The salary for this individual has BEEN SET BASED ON THE MARSHFIELD CLINIC'S NORMAL SALARY SETTING PROCESS, WHICH INCLUDES DOCUMENTATION AND COMPARISON OF APPLICABLE MARKET RATES AND OTHER COMPARABILITY DATA BASED ON THE INDIVIDUAL'S RESPECTIVE POSITION. BENEFITS ARE ESTABLISHED CONSISTENT WITH THE CLINIC'S BENEFIT PLAN STRUCTURE FOR COMPARABLE POSITIONS. Reason for Disclosure: Stephanie Vidaillet - daughter-in-law of director X 14 23900 fmv/sales price X 8172 fmv/sales price X 3 7894 fmv/sales price X 22 6545 fmv/sales price X FOOD & BEVERAGE 26 8792 fmv/sales price X JEWELRY 22 7706 fmv/sales price X LIVESTOCK 42 37652 fmv/sales price X Miscellaneous 396 57563 fmv/sales price X SPORTING GOODS 5 1005 fmv/sales price X TICKETS 39 16338 fmv/sales price X TRAVEL/EXPERIENCES 39 21635 fmv/sales price false true false SUPPLEMENTAL INFORMATION PART III, ORGANIZATION'S MISSION - LINE 1 THE MISSION OF MARSHFIELD CLINIC IS TO SERVE PATIENTS THROUGH ACCESSIBLE, HIGH QUALITY HEALTH CARE, RESEARCH AND EDUCATION. THROUGH RESEARCH, EDUCATION AND STANDARDIZATION OF QUALITY, OUR VISION IS TO REDUCE THE BURDEN OF DISEASE, DISABILITY AND COST FOR OUR PATIENTS AND COMMUNITIES. Part III Statement of Program Service Accomplishments- Line 4a Medical Care: The Marshfield Clinic system provides patient care, research and education throughout northern, central and western Wisconsin, with locations in 37 communities. Marshfield Clinic (the Clinic) has 750 physicians in 86 medical specialties and subspecialties. For 96 years, the Clinic has provided medical care to all patients regardless of their ability to pay. Charity care determinations are based on financial information provided by the patient and analysis of other relevant information. Because the Clinic anticipates either no or nominal payment for these services, the amounts are excluded from revenues. There were approximately 3,900,000 patient encounters for fiscal year 2012. The Clinic provided Charity Care of $10,085,000 in fiscal year 2012 based on the cost of providing care to patients who cannot afford to pay in accordance with its Charity Care Policy. The Clinic also provides substantial community support through the provision of services to individuals supported by public programs such as general relief, Medicare and Medicaid. The Clinic's cost of providing services under these programs in excess of reimbursement received by the Clinic, and the estimated unreimbursed cost of providing care to low income underinsured and uninsured patients through the Clinic's partnership with Family Health Center, a federally funded community health center was $198,931,000 in fiscal year 2012. Medical Research and Education - Line 4b Through its research division, Marshfield Clinic Research Foundation (MCRF), the Clinic is engaged in medical and scientific research on national and international levels. The MCRF mission is to discover and communicate scientific knowledge that substantially improves human health and well being. Since MCRF's establishment in 1959, research discoveries by MCRF scientists and Clinic physicians have expanded knowledge in multiple fields of human health and reduced the burden of disease and disability. Areas of focus include clinical research, rural and agricultural health and safety, human genetics, epidemiology, and biomedical informatics. The Marshfield Clinic Education Division also has a history of strong commitment to education and public service. Full residency programs for recent medical school graduates include internal medicine, pediatrics, medicine and pediatrics, dermatology, general surgery and transitional year. All programs are fully accredited by the Accreditation Council for Graduate Medical Education (ACGME) of the American Medical Association. The Clinic has exemplary accreditation status with the Accreditation Council on Continuing Medical Education [ACCME] as a longstanding provider of Continuing Medical Education to area physicians and allied health providers. Additionally, we serve as an academic clinical campus of the University of Wisconsin School of Medicine and Public Health. We have over 80 national post-secondary academic affiliations and over 30 State post-secondary academic affiliations for student, resident, and fellowship training. Lastly, each year the Clinic sponsors public educational events including the Lawton Lecture, Faces of Aging, and provides the public with one of the most comprehensive and reliable patient education websites. Line 4c - Laboratory Medicine Marshfield Labs provides comprehensive anatomical and high-complexity diagnostic testing services to patients of Marshfield Clinic and other area medical facilities. In addition to the primary laboratory located in Marshfield, Marshfield Labs is serving the needs of surrounding communities with smaller labs at many Marshfield Clinic centers throughout central and northern Wisconsin. Proximity to our laboratories provides convenience and expeditious service to Marshfield Clinic patients. Marshfield Labs has become a center for the latest technologies and most advanced testing methods utilized today. Some of the advanced tests and emerging technologies offered by Marshfield Labs would not otherwise be available to patients in rural areas. Part VI Governance, Management, and Disclosure, Line 6 As of September 30, 2012 the Marshfield Clinic has 645 physicians who are referred to as "shareholders." As disclosed in the organization's original Form 1023, all shareholders sign an agreement that provides that the assets of the organization are held in trust for charitable, educational and scientific purposes. "Shareholders" do not build up equity in the organization and, in the event of dissolution of Marshfield Clinic, all of the assets of the organization would be distributed to another charitable organization. Part VI Governance, Management, and Disclosure, Line 7a The shareholders have the right to elect the organization's officers and directors. Part VI Governance, Management, and Disclosure, Line 7b The shareholders have the right to approve any changes to the organization's Articles of Incorporation and Bylaws by a vote of two-thirds of the shareholders present at each of two consecutive shareholder meetings at which a quorum is present. The shareholders have the right to terminate the employment of a physician-shareholder by a vote of four-fifths of the outstanding shares entitled to vote. The shareholders have the right to approve any dissolution or liquidation of the organization by a vote of four-fifths of the shareholders. In the event of liquidation or dissolution of the organization, after payment of liabilities, the shareholders by majority vote of the shareholders shall select the educational, scientific or charitable organizations to which the organization's assets shall be transferred. Part VI Governance, Management, and Disclosure, Line 11a The Chief Financial Officer and Controller shall review the completed Form 990 and Form 990-T in-depth. After their review and prior to filing Form 990 and Form 990-T with the IRS, the CFO or his/her designee will provide to each member of the Board of Directors a copy in electronic or paper form of the completed Form 990 (and all required schedules) and the completed Form 990-T (and all required schedules). Thereafter, at the next Board meeting (or at a special meeting called for this purpose), the CFO and/or his/her designee shall review the forms and schedules with the board members and answer any questions. In addition, the FY12 form 990 was reviewed by KPMG prior to filing. Part VI Governance, Management, and Disclosure, Line 12c "Each disclosing individual shall complete and submit the disclosure form to the Secretary of the Board of Directors on or before January 1st of each year, or, if earlier, within one month after the individual qualifies as a disclosing individual. Each disclosing individual shall update his/her disclosure form during the year as necessary. The secretary shall maintain the completed disclosure forms in a confidential manner. The Secretary shall make the completed disclosure forms available to the executive committee and/or Board of Directors as necessary to make conflict of interest determinations and decisions concerning the fairness and reasonableness of transactions to Marshfield Clinic. In addition, the Secretary shall disclose the completed forms as necessary to those Clinic employees responsible for completion of the Clinic's IRS Form 990." Part VI Governance, Management, and Disclosure, Lines 15a, and 15b (Excerpts from Compensation Policy) "The Clinic's Independent Compensation Committee (Compensation Committee) shall have final authority for approving compensation of Directors and other "disqualified persons" as that term is defined in 26 CFR sec. 53.4958-3. It shall be the responsibility of the Compensation Committee to insure that the Clinic does not pay an amount that exceeds reasonable compensation for any disqualified person. The Compensation Committee and its operating procedures shall be designed to establish the rebuttable presumption of reasonableness of compensation outlined in 26 CFR sec. 53.4958-6 with respect to each disqualified person. In determining reasonableness of compensation, the Compensation Committee shall evaluate appropriate information as to comparability of compensation, including but not limited to: their own independent knowledge and expertise; compensation levels paid by similarly situated organizations for comparable positions; the availability of similar services in the Clinic's geographic area; current compensation surveys compiled by independent firms; and actual written job offers from similar institutions. The Compensation Committee shall timely document its determination of reasonableness of compensation." Part VI Governance, Management, and Disclosure, Lines 19 Marshfield Clinic does not make its current governing documents, Conflict of Interest Policy or financial statements available to the public. Federal tax law does not require that such documents be made publicly available unless they were included on a form that is publicly available. Marshfield Clinic does make available its Form 1023, as required. Schedule A, Part I Per IRS instructions for the Form 990, "the definition of hospitals for Schedule A (Form 990 or 990-EZ), Part I, is different from the definition for Schedule H (Form 990), hospitals. Accordingly, and Organization that checks this box may or may not be required to complete Schedule H (Form 990)". Marshfield Clinic is not recognized by any State as a hospital. Therefore, we are not required to complete Schedule H. Part VII Compensation - Average hours per week devoted to related org. ALL OF THE FOLLOWING ARE .5 HOURS: Brian Ewert, MD (Nephrologist) C. Todd Stewart, MD (Pediatric Intensivist) Mark LePage, MD (Radiology) Ivan B. Schaller, M.D. (Internal Medicine) Dan Erickson, MD (Family Practitioner) Matthew Thomas, MD (Urology) Ron Martin, MD (General Surgeon) Narayana Murali, MD (Nephrology) John Przybylinski, MD (Internal Medicine) Seth Fagbemi, MD (Oncology) Jane Stark, MD (Occ Med) Part XI, Line 5 - Reconciliation of Net Assets Net Asset Transfers: Transfer of Dental software to Family Health Center ($375,370) Transfer of grant funded laptop from Family Health Center $1,927 Transfer of 2012B bond liability to Lakeview Medical Center $23,446,962 Transfer building from Lakeview Medical Center $65,668 Transfer of earnings from Lakeview Medical Center $8,429,000 TOTAL NET ASSET TRANSFERS $31,568,187 Unrealized Gains (Losses) $9,162,934 Current year change in unfunded benefit liability ($214,129) Miscellaneous adjustments $96,837 TOTAL OTHER CHANGES IN NET ASSETS $40,613,828 Part VI, Section A, Line 4 Marshfield Clinic's Bylaws were amended effective January 17, 2012, as follows: The number of Directors on the Board of Directors was changed from eighteen members to eleven members. The Board of Directors is comprised of four Officers and seven "Division Directors". The Clinic's Shareholders elect the four Officers (who concurrently serve as Directors). The Shareholders in each of the Clinic's seven clinical divisions elect one Director, for a total of seven Directors. Marshfield Food Safety LLC 201056380 Food Testing WI 20717981 2344453 Marshfield Security Health Plan Of Wisconsin Inc 1515 N St Josephs Ave Marshfield WI 54449 391572880 HMO WI 501(c)(4) N/A NA false The Heritage Foundation 1000 N Oak Ave Marshfield WI 54449 391865942 Honor Indivi WI 501(c)(3) 11 - Type 1 NA false Lakeview Medical Center Auxilary Inc 1100 N Main Street Rice Lake WI 54868 391329084 Support Org WI 501(c)(3) 11,III-O NA false Flambeau Hospital Inc 98 Sherry Ave Park Falls WI 54552 390973724 hospital WI 501(c)(3) 3 NA false Lakeview Medical Center of Rice Lake 1700 West Stout St Rice Lake WI 54868 390837206 Hospital WI 501(c)(3) 3 na false Diagnostic Treatment Ctr medical svcs WI NA Related 7080883 4965988 false 0 true 0.50000 true true true true true false false false true true true true false false true true true true SECURITY HEALTH PLAN OF WISCONSIN INC 1A 27027 COST SECURITY HEALTH PLAN OF WISCONSIN INC 1C 115184 COST SECURITY HEALTH PLAN OF WISCONSIN INC 1D 4880992 COST SECURITY HEALTH PLAN OF WISCONSIN INC 1J 53033 COST SECURITY HEALTH PLAN OF WISCONSIN INC 1K 216417076 COST SECURITY HEALTH PLAN OF WISCONSIN INC IL 73222313 COST SECURITY HEALTH PLAN OF WISCONSIN INC 1P 38779354 cost