Form 990 for tax year 2022
Filed by SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC.
Totals
- Total revenue
- $18,929,558
- Total expenses
- $6,006,791
- Contributions and grants received
- $9,671,212
- Grants paid
- $5,655,275
- Program services expenses (Part IX)
- $5,655,275
- Management and general expenses
- $0
- Fundraising expenses
- $351,516
- Program service expenses (Part III)
- $5,655,275
Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JESSICA WERNBERG MD
BOARD CHAIR
- Total calculated
- $505,203
- From this org
- $0
- From related orgs
- $449,464
- Other
- $55,739
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $410,697 related
- Bonus
- $0 + $5,000 related
- Other
- $0 + $33,767 related
- Deferred
- $0 + $23,031 related
- Nontaxable benefits
- $0 + $32,708 related
- Filer's total
- $0 + $505,203 related
-
MICHAEL SMITH
BOARD VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
SID SAMUELS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DENNY PETERSON
BOARD MEMBER - PART YEAR
- Total calculated
- $0
- Hours/week
- 1
-
AL NYSTROM
BOARD MEMBER - PART YEAR
- Total calculated
- $0
- Hours/week
- 1
-
DAVE KRAUSE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM HOCKING MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL SCHMIDT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
PAM HALLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ERIK DOVRE MD
BOARD MEMBER
- Total calculated
- $390,096
- From this org
- $0
- From related orgs
- $346,121
- Other
- $43,975
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $310,899 related
- Bonus
- $0 + $21,250 related
- Other
- $0 + $13,972 related
- Deferred
- $0 + $23,031 related
- Nontaxable benefits
- $0 + $20,944 related
- Filer's total
- $0 + $390,096 related
-
TAE GARDNER MD
BOARD MEMBER
- Total calculated
- $1,283,369
- From this org
- $0
- From related orgs
- $1,227,630
- Other
- $55,739
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,189,544 related
- Bonus
- $0 + $5,000 related
- Other
- $0 + $33,086 related
- Deferred
- $0 + $23,031 related
- Nontaxable benefits
- $0 + $32,708 related
- Filer's total
- $0 + $1,283,369 related
-
REBECCA POPP PA
BOARD MEMBER - PART YEAR
- Total calculated
- $205,484
- From this org
- $0
- From related orgs
- $178,612
- Other
- $26,872
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $168,450 related
- Bonus
- $0 + $10,000 related
- Other
- $0 + $162 related
- Deferred
- $0 + $12,131 related
- Nontaxable benefits
- $0 + $14,741 related
- Filer's total
- $0 + $205,484 related
-
SALLY WINGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TREVOR WUETHRICH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KATIE WEINBERGER
BOARD MEMBER
- Total calculated
- $123,899
- From this org
- $0
- From related orgs
- $90,047
- Other
- $33,852
- Hours/week
- 1 + 50 related
-
BARB PETKOVSEK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BEN WESTRA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
PATRICK WOLF DO
BOARD MEMBER
- Total calculated
- $462,186
- From this org
- $0
- From related orgs
- $410,104
- Other
- $52,082
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $393,096 related
- Bonus
- $0 + $2,070 related
- Other
- $0 + $14,938 related
- Deferred
- $0 + $23,031 related
- Nontaxable benefits
- $0 + $29,051 related
- Filer's total
- $0 + $462,186 related
-
EDNA DEVRIES MD
BOARD MEMBER
- Total calculated
- $221,979
- From this org
- $0
- From related orgs
- $199,707
- Other
- $22,272
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $137,843 related
- Bonus
- $0
- Other
- $0 + $61,864 related
- Deferred
- $0 + $6,042 related
- Nontaxable benefits
- $0 + $16,230 related
- Filer's total
- $0 + $221,979 related
-
SUSAN TURNEY MD
MCHS CEO
- Total calculated
- $3,363,836
- From this org
- $0
- From related orgs
- $3,048,492
- Other
- $315,344
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $1,812,322 related
- Bonus
- $0 + $910,520 related
- Other
- $0 + $325,650 related
- Deferred
- $0 + $287,565 related
- Nontaxable benefits
- $0 + $27,779 related
- Filer's total
- $0 + $3,363,836 related
-
GORDON EDWARDS
MCHS CFO/COO -PART YEAR
- Total calculated
- $861,397
- From this org
- $0
- From related orgs
- $829,645
- Other
- $31,752
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $560,115 related
- Bonus
- $0 + $166,037 related
- Other
- $0 + $103,493 related
- Deferred
- $0 + $9,150 related
- Nontaxable benefits
- $0 + $22,602 related
- Filer's total
- $0 + $861,397 related
-
TERI WILCZEK
MCHS CHIEF PHILANTHROPY OFFICER
- Total calculated
- $441,837
- From this org
- $393,983
- From related orgs
- $0
- Other
- $47,854
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $299,389
- Bonus
- $78,521
- Other
- $16,073
- Deferred
- $23,031
- Nontaxable benefits
- $24,823
- Filer's total
- $441,837
-
JERARD JENSEN
MCHS GENERAL COUNSEL
- Total calculated
- $1,124,135
- From this org
- $0
- From related orgs
- $1,058,880
- Other
- $65,255
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $801,522 related
- Bonus
- $0 + $202,859 related
- Other
- $0 + $54,499 related
- Deferred
- $0 + $23,031 related
- Nontaxable benefits
- $0 + $42,224 related
- Filer's total
- $0 + $1,124,135 related
-
WILLIAM MELMS MD
CHIEF MEDICAL OFFICER
- Total calculated
- $886,468
- From this org
- $0
- From related orgs
- $829,413
- Other
- $57,055
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $784,186 related
- Bonus
- $0 + $5,000 related
- Other
- $0 + $40,227 related
- Deferred
- $0 + $23,031 related
- Nontaxable benefits
- $0 + $34,024 related
- Filer's total
- $0 + $886,468 related
-
KATHY BRESSLER
MCHS COO
- Total calculated
- $387,653
- From this org
- $0
- From related orgs
- $370,779
- Other
- $16,874
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $285,062 related
- Bonus
- $0 + $25,000 related
- Other
- $0 + $60,717 related
- Deferred
- $0 + $8,769 related
- Nontaxable benefits
- $0 + $8,105 related
- Filer's total
- $0 + $387,653 related
-
NARAYANA MURALI MD
FORMER MCHS CHIEF STRATEGY OFFICER
- Total calculated
- $107,231
- From this org
- $0
- From related orgs
- $101,328
- Other
- $5,903
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $51,404 related
- Bonus
- $0
- Other
- $0 + $49,924 related
- Deferred
- $0 + $2,986 related
- Nontaxable benefits
- $0 + $2,917 related
- Filer's total
- $0 + $107,231 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 — 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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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 2022, EDNA DEVRIES RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $35,467. 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 - $219,744 THE FOLLOWING INDIVIDUALS PARTICATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN BUT DID NOT RECEIVE A DISTRIBUTION OR HAVE AN AMOUNT VEST IN THE PLAN. UNDER THE PLAN, AMOUNTS DO NOT VEST UNTIL TWO YEARS AFTER SEPARATION FROM THE ORGANIZATION: NARAYANA MURALI, MD JERARD JENSEN GORDON EDWARDS WILLIAM MELMS, MD TERI WILCZEK JESSICA WERNBERG, MD ERIK DOVRE, MD TAE GARDNER, MD PATRICK WOLF, DO EDNA DEVRIES, MD
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
-
$3,843,667
GENERAL SUPPORT
-
$1,260,600
GENERAL SUPPORT
-
MARSHFIELD CLINIC HEALTH SYSTEM INC
$290,442
GENERAL SUPPORT
-
HEALTHCARE WORKFORCE DEVELOPMENT FUND
-
GENERAL SUPPORT
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.
-
501(C)(3) · HOSPITAL · WI
Directly controlled by MCHS HOSP
-
501(C)(3) · HOSPITAL · WI
Directly controlled by MCHS HOSP
-
VOLUNTEER PARTNERS OF LAKEVIEW MEDICAL
501(C)(3) · SUPPORT ORG · WI
-
FAMILY HEALTH CENTER OF MARSHFIELD INC
501(C)(3) · COM HLTH CTR · WI
-
501(C)(3) · MEDICAL SVCS · WI
Directly controlled by MCHS
-
SECURITY HEALTH PLAN OF WISCONSIN INC
501(C)(4) · HMO · WI
Directly controlled by MCHS
-
501(C)(3) · HOSPITAL · WI
Directly controlled by MCHS
-
MARSHFIELD CLINIC HEALTH SYSTEM INC
501(C)(3) · SUPPORT ORG · WI
-
BEAVER DAM COMMUNITY HOSPITALS INC
501(C)(3) · HOSPITAL · WI
Directly controlled by MCHS HOSP
-
501(C)(3) · HOSPITAL · WI
Directly controlled by MCHS HOSP
-
THE FOUNDATION OF MEMORIAL HOSPITAL INC
501(C)(3) · PHILANTHROPY · WI · controlled entity
Directly controlled by MCHS FOUNDATION
-
DICKINSON COUNTY HEALTHCARE SYSTEM
501(C)(3) · HOSPITAL · MI
Directly controlled by MCHS HOSP
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343189349308059
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.