Skip to content
Nonprofiteer
← MARSHFIELD CLINIC INC

Form 990 for tax year 2024

Filed by MARSHFIELD CLINIC INC.

Totals

Total revenue
$596,530,287
Total expenses
$591,495,305
Contributions and grants received
$31,391,785
Grants paid
$603,000
Program service revenue
$543,271,185
Investment income
$21,574,392
Other revenue
$292,925
Total assets, end of year
$663,208,222
Total liabilities, end of year
$515,871,205
Net assets or fund balances, end of year
$147,337,017
Program services expenses (Part IX)
$583,814,165
Management and general expenses
$7,681,140
Fundraising expenses
$0
Program service expenses (Part III)
$583,814,165

Program services were 98.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALPA SHAH MD

    CHAIR (THRU MAR 2024)

    Total calculated
    $292,820
    From this org
    $283,360
    From related orgs
    $0
    Other
    $9,460
    Hours/week
    38 + 5 related

    Schedule J breakdown matched by us

    Base
    $279,695
    Bonus
    $0
    Other
    $3,665
    Deferred
    $7,562
    Nontaxable benefits
    $1,898
    Filer's total
    $292,820

  • MATTHEW OELSTROM MD

    CHAIR

    Total calculated
    $537,690
    From this org
    $499,726
    From related orgs
    $0
    Other
    $37,964
    Hours/week
    53 + 3 related

    Schedule J breakdown matched by us

    Base
    $377,912
    Bonus
    $121,394
    Other
    $420
    Deferred
    $8,625
    Nontaxable benefits
    $29,339
    Filer's total
    $537,690

  • ELVIS PETER MD

    VICE CHAIR

    Total calculated
    $860,440
    From this org
    $812,372
    From related orgs
    $0
    Other
    $48,068
    Hours/week
    53 + 4 related

    Schedule J breakdown matched by us

    Base
    $793,788
    Bonus
    $0
    Other
    $18,584
    Deferred
    $8,625
    Nontaxable benefits
    $39,443
    Filer's total
    $860,440

  • KENT RAY DO

    SECRETARY

    Total calculated
    $453,980
    From this org
    $405,006
    From related orgs
    $0
    Other
    $48,974
    Hours/week
    53 + 3 related

    Schedule J breakdown matched by us

    Base
    $401,874
    Bonus
    $0
    Other
    $3,132
    Deferred
    $8,625
    Nontaxable benefits
    $40,349
    Filer's total
    $453,980

  • MATTHEW THOMAS MD

    TREASURER

    Total calculated
    $919,616
    From this org
    $877,617
    From related orgs
    $0
    Other
    $41,999
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $796,625
    Bonus
    $54,860
    Other
    $26,132
    Deferred
    $8,625
    Nontaxable benefits
    $33,374
    Filer's total
    $919,616

  • TYLER DAHL MD

    BOARD MEMBER (THRU MAR 2024)

    Total calculated
    $1,208,991
    From this org
    $1,169,680
    From related orgs
    $0
    Other
    $39,311
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,065,184
    Bonus
    $78,910
    Other
    $25,586
    Deferred
    $8,625
    Nontaxable benefits
    $30,686
    Filer's total
    $1,208,991

  • JAYANTH VEDRE MD

    BOARD MEMBER

    Total calculated
    $748,201
    From this org
    $711,891
    From related orgs
    $0
    Other
    $36,310
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $467,329
    Bonus
    $218,976
    Other
    $25,586
    Deferred
    $8,625
    Nontaxable benefits
    $27,685
    Filer's total
    $748,201

  • BART ISAACSON MD

    BOARD MEMBER (THRU MAR 2024)

    Total calculated
    $360,987
    From this org
    $322,040
    From related orgs
    $0
    Other
    $38,947
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $320,234
    Bonus
    $0
    Other
    $1,806
    Deferred
    $8,625
    Nontaxable benefits
    $30,322
    Filer's total
    $360,987

  • BARBARA BOYER MD

    BOARD MEMBER

    Total calculated
    $472,809
    From this org
    $429,508
    From related orgs
    $0
    Other
    $43,301
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $425,536
    Bonus
    $0
    Other
    $3,972
    Deferred
    $7,614
    Nontaxable benefits
    $35,687
    Filer's total
    $472,809

  • DAVID JUNKER MD

    BOARD MEMBER

    Total calculated
    $981,398
    From this org
    $929,786
    From related orgs
    $0
    Other
    $51,612
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $903,654
    Bonus
    $0
    Other
    $26,132
    Deferred
    $8,625
    Nontaxable benefits
    $42,987
    Filer's total
    $981,398

  • PATRICK WOLF DO

    BOARD MEMBER (THRU MAR 2024)

    Total calculated
    $69,852
    From this org
    $65,500
    From related orgs
    $0
    Other
    $4,352
    Hours/week
    52 + 3 related

  • JESSICA WERNBERG MD

    BOARD MEMBER

    Total calculated
    $499,749
    From this org
    $459,068
    From related orgs
    $0
    Other
    $40,681
    Hours/week
    52 + 4 related

    Schedule J breakdown matched by us

    Base
    $455,936
    Bonus
    $0
    Other
    $3,132
    Deferred
    $8,625
    Nontaxable benefits
    $32,056
    Filer's total
    $499,749

  • CHRISTOPHER ADLER MD

    BOARD MEMBER

    Total calculated
    $390,670
    From this org
    $367,109
    From related orgs
    $0
    Other
    $23,561
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $364,498
    Bonus
    $161
    Other
    $2,450
    Deferred
    $8,625
    Nontaxable benefits
    $14,936
    Filer's total
    $390,670

  • KATHERINE WINIARCZYK DO

    BOARD MEMBER

    Total calculated
    $369,999
    From this org
    $332,455
    From related orgs
    $0
    Other
    $37,544
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $332,093
    Bonus
    $0
    Other
    $362
    Deferred
    $7,463
    Nontaxable benefits
    $30,081
    Filer's total
    $369,999

  • SANJAY KUMAR MD

    BOARD MEMBER

    Total calculated
    $1,114,969
    From this org
    $1,072,801
    From related orgs
    $0
    Other
    $42,168
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,046,669
    Bonus
    $0
    Other
    $26,132
    Deferred
    $8,625
    Nontaxable benefits
    $33,543
    Filer's total
    $1,114,969

  • BRIAN HOERNEMAN MD

    INTERIM MCHS CEO

    Total calculated
    $1,623,181
    From this org
    $0
    From related orgs
    $1,584,168
    Other
    $39,013
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,043,925 related
    Bonus
    $0 + $516,277 related
    Other
    $0 + $23,966 related
    Deferred
    $0 + $8,625 related
    Nontaxable benefits
    $0 + $30,388 related
    Filer's total
    $0 + $1,623,181 related

  • JEANETTE WOJTALEWICZ

    INTERIM MCHS CFO

    Total calculated
    $972,510
    From this org
    $0
    From related orgs
    $972,510
    Other
    $0
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $972,510 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $972,510 related

  • SAMANTHA KLEBE DO

    CHIEF MEDICAL OFFICER

    Total calculated
    $739,860
    From this org
    $0
    From related orgs
    $703,503
    Other
    $36,357
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $476,625 related
    Bonus
    $0 + $201,334 related
    Other
    $0 + $25,544 related
    Deferred
    $0 + $8,625 related
    Nontaxable benefits
    $0 + $27,732 related
    Filer's total
    $0 + $739,860 related

  • KATHY BRESSLER

    MCHS COO

    Total calculated
    $1,023,032
    From this org
    $0
    From related orgs
    $985,571
    Other
    $37,461
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $711,231 related
    Bonus
    $0 + $241,650 related
    Other
    $0 + $32,690 related
    Deferred
    $0 + $8,625 related
    Nontaxable benefits
    $0 + $28,836 related
    Filer's total
    $0 + $1,023,032 related

  • JERARD JENSEN

    MCHS GENERAL COUNSEL (THRU JAN 2024)

    Total calculated
    $900,555
    From this org
    $0
    From related orgs
    $889,281
    Other
    $11,274
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $54,195 related
    Bonus
    $0
    Other
    $0 + $835,086 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,274 related
    Filer's total
    $0 + $900,555 related

  • LISA BOERO

    MCHS GENERAL COUNSEL

    Total calculated
    $426,306
    From this org
    $0
    From related orgs
    $415,495
    Other
    $10,811
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,868 related
    Bonus
    $0
    Other
    $0 + $3,627 related
    Deferred
    $0 + $8,625 related
    Nontaxable benefits
    $0 + $2,186 related
    Filer's total
    $0 + $426,306 related

  • VIVEKANANDA GONUGUNTA MD

    PHYSICIAN

    Total calculated
    $2,693,464
    From this org
    $2,682,634
    From related orgs
    $0
    Other
    $10,830
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $2,153,315
    Bonus
    $502,347
    Other
    $26,972
    Deferred
    $8,625
    Nontaxable benefits
    $2,205
    Filer's total
    $2,693,464

  • ADEDAYO ONITILO MD

    PHYSICIAN

    Total calculated
    $1,601,986
    From this org
    $1,557,817
    From related orgs
    $0
    Other
    $44,169
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,526,685
    Bonus
    $5,000
    Other
    $26,132
    Deferred
    $8,625
    Nontaxable benefits
    $35,544
    Filer's total
    $1,601,986

  • MOHAMMAD ALAOUA MD

    PHYSICIAN

    Total calculated
    $1,498,074
    From this org
    $1,449,119
    From related orgs
    $0
    Other
    $48,955
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,446,953
    Bonus
    $0
    Other
    $2,166
    Deferred
    $8,625
    Nontaxable benefits
    $40,330
    Filer's total
    $1,498,074

  • OLATILEWA AWE MD

    PHYSICIAN

    Total calculated
    $1,455,350
    From this org
    $1,431,408
    From related orgs
    $0
    Other
    $23,942
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,147,273
    Bonus
    $258,549
    Other
    $25,586
    Deferred
    $8,625
    Nontaxable benefits
    $15,317
    Filer's total
    $1,455,350

  • WILLIAM MCCORMICK MD

    PHYSICIAN

    Total calculated
    $1,374,774
    From this org
    $1,332,801
    From related orgs
    $0
    Other
    $41,973
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,245,347
    Bonus
    $61,658
    Other
    $25,796
    Deferred
    $8,625
    Nontaxable benefits
    $33,348
    Filer's total
    $1,374,774

  • SUSAN TURNEY MD

    FORMER MCHS CEO

    Total calculated
    $2,241,715
    From this org
    $0
    From related orgs
    $2,241,715
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $2,241,715 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,241,715 related

  • CATHY BUKOWSKI

    FORMER MCHS CFO

    Total calculated
    $631,969
    From this org
    $0
    From related orgs
    $631,969
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $631,969 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $631,969 related

  • WILLIAM MELMS MD

    FORMER CHIEF MEDICAL OFFICER

    Total calculated
    $199,385
    From this org
    $0
    From related orgs
    $199,385
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $199,385 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $199,385 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION MAY OCCASIONALLY REIMBURSE OR PROVIDE A HOUSING ALLOWANCE FOR KEY EXECUTIVES IN ORDER TO ASSIST WITH RELOCATING TO THE AREA. THE ORGANIZATION MAY ALSO CONTRIBUTE TO OR REIMBURSE FOR HEALTH AND SOCIAL CLUB DUES AS DEEMED NECESSARY IN ORDER TO SUPPORT A BUSINESS NEED.
PART I, LINE 3
THE MARSHFIELD CLINIC HEALTH SYSTEM'S (MCHS) INDEPENDENT COMPENSATION COMMITTEE (THE COMMITTEE) HAS FINAL AUTHORITY FOR APPROVING COMPENSATION AND BENEFITS OF ALL DISQUALIFIED PERSONS EMPLOYED BY ANY OF THE ORGANIZATIONS IN THE SYSTEM. THE COMMITTEE USES COMBINATIONS OF THE FOLLOWING TO EVALUATE COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE, AND WRITTEN EMPLOYMENT CONTRACTS.
PART I, LINES 4A-B
LINE 4A: IN 2024, SUSAN TURNEY, MD RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $1,879,544, WILLIAM MELMS, MD RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $199,385, CATHY BUKOWSKI RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $631,969 AND JERARD JENSEN RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $753,004. LINE 4B: THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN AND RECEIVED A DISTRIBUTION FROM OR HAD AMOUNTS VEST IN THE PLAN: SUSAN TURNEY, MD - $362,171
PART I, LINE 7
SEVERAL INDIVIDUALS MAY RECEIVE INCENTIVE COMPENSATION BASED ON A VARIETY OF FACTORS, INCLUDING NOT ONLY FINANCIAL MEASURES SUCH AS REVENUE GROWTH OR EARNINGS, BUT ALSO QUALITY, SERVICE, MARKET EXPANSION, COMMUNITY & EMPLOYEE ENGAGEMENT, AND OTHER OUTCOMES OR EXPECTATIONS SET BY THE BOARD AND/OR CEO. ANY PERFORMANCE BONUS IS SUBJECT TO REVIEW BY THE SYSTEM'S INDEPENDENT COMPENSATION COMMITTEE FOR REASONABLENESS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
4 November 2025
IRS schema version
2024v5.2
Source object
202523089349302327

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.