Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 10-01-2014 , and ending 09-30-2015
BCheck if applicable:
CName of organization
Marshfield Clinic Inc
 
Doing business as
MARSHFIELD CLINIC
 
Number and street (or P.O. box if mail is not delivered to street address)
1000 NORTH OAK AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARSHFIELD, WI54449
D Employer identification number

39-0452970
E Telephone number

G Gross receipts $ 1,331,404,265
F Name and address of principal officer:
IVAN SHALLER MD BOARD CHAIR
1000 NORTH OAK AVENUE
MARSHFIELD,WI54449
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.MARSHFIELDCLINIC.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1916
M State of legal domicile: WI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: We enrich lives to create healthy communities through accessible, affordable, compassionate health care.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 11
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 0
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 8,569
6 Total number of volunteers (estimate if necessary) ............. 6 400
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 20,007,524
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -2,089,593
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 12,665,111 16,901,635
9 Program service revenue (Part VIII, line 2g) ......... 1,152,649,904 1,177,935,002
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 38,822,508 16,862,103
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 499,316 -579,551
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,204,636,839 1,211,119,189
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 12,846,744 19,641,034
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 752,901,833 740,760,146
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,826,134    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 402,346,468 426,361,939
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,168,095,045 1,186,763,119
19 Revenue less expenses. Subtract line 18 from line 12....... 36,541,794 24,356,070
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,064,297,554 1,036,704,692
21 Total liabilities (Part X, line 26)............. 512,303,165 497,556,983
22 Net assets or fund balances. Subtract line 21 from line 20..... 551,994,389 539,147,709
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: We enrich lives to create healthy communities through accessible, affordable, compassionate health care.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 901,907,575 including grants of $ 19,641,034 ) (Revenue $ 1,047,638,431 )
PATIENT MEDICAL CARE SEE SCHEDULE O
4b (Code:   ) (Expenses $ 49,041,083 including grants of $   ) (Revenue $ 15,219,739 )
MEDICAL RESEARCH AND EDUCATION SEE SCHEDULE O
4c (Code:   ) (Expenses $ 69,999,074 including grants of $   ) (Revenue $ 95,215,519 )
LABORATORY MEDICINE SEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet1,020,947,732
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) .... Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
Yes
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I.... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
506
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
8,569
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCA
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
11
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
0
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
OH , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletKELLY JO KRAUS
1000 N OAK AVE
MARSHFIELD,WI54449 (715) 387-5511
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) NARAYANA MURALI MD........................................................................
President
 40.0
.......................2.0 		X   X       405,870 0 29,568
(2) IVAN SCHALLER MD........................................................................
Chair and Director
 40.0
.......................3.0 		X   X       271,237 0 51,906
(3) DAN ERICKSON MD........................................................................
Vice Chair
 40.0
.......................2.0 		X   X       229,252 0 47,286
(4) JOHN PRZYBYLINSKI MD........................................................................
Vice Chair
 40.0
.......................2.0 		X   X       214,368 0 47,579
(5) NANDITA BHATTACHARJEE MD........................................................................
Secretary
 40.0
.......................1.0 		X   X       356,185 0 56,859
(6) PETER MEYER MD........................................................................
Treasurer
 40.0
.......................1.0 		X   X       196,498 0 54,381
(7) MATTHEW THOMAS MD........................................................................
Director and Treasurer
 40.0
.......................1.0 		X   X       535,366 0 53,269
(8) THOMAS LEIFHEIT MD........................................................................
Director
 40.0
.......................2.0 		X           497,195 0 56,066
(9) RUWAN DISSANAYAKE MD........................................................................
Director
 40.0
.......................2.0 		X           378,517 0 49,558
(10) ALPA SHAH MD........................................................................
Director
 40.0
.......................4.0 		X           149,746 0 19,837
(11) WILLIAM MELMS MD........................................................................
Director
 40.0
.......................1.0 		X           236,371 0 49,638
(12) JEFFREY LAMONT MD........................................................................
Director
 40.0
.......................1.0 		X           231,747 0 46,379
(13) CAESAR GONZAGA MD........................................................................
Director
 40.0
.......................1.0 		X           290,163 0 48,816
(14) BRAD BEKKUM MD........................................................................
Director
 40.0
.......................1.0 		X           369,732 0 54,449
(15) ALAN MARSHALL........................................................................
Interim Chief Financial Office
 40.0
.......................0.0 		      X     367,641 0 49,319
(16) Jim Coleman........................................................................
Chief Operating Officer
 40.0
.......................0.0 		      X     455,960 0 49,966
(17) David Keefe........................................................................
Director of Human Resources
 40.0
.......................0.0 		      X     284,937 0 33,381
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Laura Nelson MD........................................................................
Chief Medical Officer
 40.0
.......................0.0 		      X     414,642 0 51,825
(19) Roderick Koehler MD........................................................................
Salary Committee Chair
 40.0
.......................0.0 		      X     327,703 0 49,862
(20) Sue Turney MD........................................................................
MCHS CEO
 0.0
.......................40.0 		      X     0 368,821 34,248
(21) Daniel Ramsey........................................................................
MCHS COO
 0.0
.......................40.0 		      X     0 0 0
(22) Gordon Edwards........................................................................
MCHS CFO
 0.0
.......................40.0 		      X     0 0 0
(23) John Cook........................................................................
MCHS CFO
 0.0
.......................40.0 		      X     0 0 0
(24) Gerard Jensen........................................................................
General Counsel
 0.0
.......................40.0 		      X     0 0 0
(25) Ken Letkeman........................................................................
CIO MCHS, CEO MCIS
 0.0
.......................40.0 		      X     0 315,102 54,436
(26) Scott Paulman MD........................................................................
Retinal Surgeon
 40.0
.......................0.0 		        X   1,147,491 0 61,557
(27) Vivekananda Gonugunta MD........................................................................
Neurosurgeon - Spine
 40.0
.......................0.0 		        X   1,130,428 0 33,291
(28) Sanjay Rao MD........................................................................
Neurosurgeon - Spine
 40.0
.......................0.0 		        X   1,034,339 0 54,745
(29) David Simenstad MD........................................................................
Orthopedics
 40.0
.......................0.0 		        X   983,552 0 61,301
(30) Chong Lee MD........................................................................
CVT Surgery
 40.0
.......................0.0 		        X   955,616 0 53,635
(31) MARK LEPAGE MD........................................................................
FORMER TREASURER
 40.0
.......................0.0 		          X 363,055 0 52,492
(32) Brian Ewert MD........................................................................
Former PRESIDENT/EXECUTIVE DIR
 40.0
.......................0.0 		          X 548,739 0 53,530
(33) DOUGLAS J REDING MD........................................................................
(ONCOLOGY/HEMATOLOGY) - VICE P
 40.0
.......................0.0 		          X 583,837 0 52,903
(34) Rod Sorensen MD........................................................................
Former Salary Committee Chair
 40.0
.......................0.0 		          X 383,919 0 53,969
(35) Tim Swan MD........................................................................
Former Key Employee
 40.0
.......................0.0 		          X 457,198 0 56,085
(36) Eric Penniman MD........................................................................
Former Key Employee
 40.0
.......................0.0 		          X 291,417 0 51,320
(37) Greg Burnett MD........................................................................
Former Key Employee
 40.0
.......................0.0 		          X 155,288 0 26,188
(38) Juan Mesa MD........................................................................
Former Key Employee
 40.0
.......................0.0 		          X 675,299 0 51,531
(39) John Warner MD........................................................................
Former Key Employee
 40.0
.......................0.0 		          X 490,777 0 49,740
(40) Gene Shaw MD........................................................................
Former Key Employee
 40.0
.......................0.0 		          X 359,126 0 49,517
(41) Gary B Shulman MD........................................................................
Former Key Employee
 40.0
.......................0.0 		          X 678,247 0 55,410
(42) Greg Tyler MD........................................................................
Former Key Employee
 40.0
.......................0.0 		          X 430,576 0 52,513
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 16,882,034 683,923 1,858,355
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1,207
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Weatherby Locums Inc,
PO Box 972633
Dallas,TX753972633 		Locum Agency 5,546,660
Siemens Medical Solutions,
PO Box 121102
Dallas,TX753121102 		Supplies/Service 4,649,712
Boldt Company,
Lock Box 285
Milwaukee,WI532880285 		Remodeling 3,965,517
Microsoft Corporation,
PO Box 844510
Dallas,TX752844510 		Service Agreement 3,140,517
Market Johnson Inc,
2350 Galloway Street
Eau Claire,WI547020630 		Remodeling 3,123,331
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet212
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 649,864
d Related organizations...1d 141,843
e Government grants (contributions)1e 10,769,949
f All other contributions, gifts, grants, and
similar amounts not included above1f 		5,339,979
g Noncash contributions included in lines
1a-1f:$ 		239,692
h Total. Add lines 1a-1f.......MediumBullet 16,901,635
Program Service RevenueAmt Business Code
2a Patient Medical Care 621110 1,047,638,431 1,024,179,848    
b Laboratory Medicine 621500 115,076,832 95,215,519 19,861,313  
c Medical Research and Education 621500 15,219,739 15,219,739    
d FOOD SAFETY 621500 23,458,583 23,458,583    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,177,935,002
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 9,646,386   146,211 9,500,175
4 Income from investment of tax-exempt bond proceeds..MediumBullet 522,290     522,290
5 Royalties...........MediumBullet 475,106     475,106
(i) Real (ii) Personal
6a Gross rents 336,664  
b Less: rental expenses 241,074  
c Rental income or (loss) 95,590 0
d Net rental income or (loss).......MediumBullet 95,590     95,590
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 38,380,627 30,653,666
b Less: cost or other basis and sales expenses 31,735,079 30,605,787
c Gain or (loss) 6,645,548 47,879
d Net gain or (loss)..........MediumBullet 6,693,427     6,693,427
8a Gross income from fundraising events (not including
$ 649,864
of contributions reported on line 1c). See Part IV, line 18 ..
a 251,308
b Less: direct expenses ...b 298,768
c Net income or (loss) from fundraising events..MediumBullet -47,460   -47,460
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 78,056
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 78,056     78,056
10a Gross sales of inventory, less
returns and allowances .
a 55,728,732
b Less: cost of goods sold ..b 57,404,368
c Net income or (loss) from sales of inventory..MediumBullet -1,675,636     -1,675,636
Miscellaneous Revenue Business Code
11a Cafeteria Sales 900099 494,793     494,793
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 494,793
12 Total revenue. See Instructions......MediumBullet 1,211,119,189 1,158,073,689 20,007,524 16,136,341
Form 990 (2014)
Form 990 (2014)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 19,641,034 19,641,034
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 0  
4 Benefits paid to or for members .... 0  
5 Compensation of current officers, directors, trustees, and key employees .... 11,075,822 7,415,242 3,660,580  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages .... 571,163,277 495,267,221 74,877,877 1,018,179
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 52,762,962 45,030,581 7,629,010 103,371
9 Other employee benefits ....... 73,286,993 58,694,893 14,465,635 126,465
10 Payroll taxes ........... 32,471,092 27,226,947 5,174,150 69,995
11 Fees for services (non-employees):        
a Management ...... 965,454   965,454  
b Legal ......... 324,722   324,722  
c Accounting ........... 128,296   128,296  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 529,617   529,617  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 42,740,198 32,226,506 10,479,614 34,078
12 Advertising and promotion .... 5,634,248 15,201 5,607,693 11,354
13 Office expenses ....... 6,516,388 3,613,827 2,875,942 26,619
14 Information technology ...... 49,336,601 24,596,835 24,565,100 174,666
15 Royalties .. 128,282   128,282  
16 Occupancy ........... 23,488,825 20,212,870 3,174,303 101,652
17 Travel ............ 7,812,910 6,815,735 942,233 54,942
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 323,495 323,495    
20 Interest ........... 10,056,940 5,233,114 4,823,826  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 39,049,912 36,817,929 2,220,576 11,407
23 Insurance .............. 3,930,645 3,926,767 3,878  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Operating Supplies 206,356,423 205,649,921 626,275 80,227
b Maintenance & Repairs 8,630,787 8,444,832 182,963 2,992
c Operating Expenses 18,957,696 18,640,199 307,310 10,187
d Other 1,450,500 1,154,583 295,917  
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 1,186,763,119 1,020,947,732 163,989,253 1,826,134
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 64,258,326 1 75,362,836
2 Savings and temporary cash investments ......... 23,566,059 2 20,872,466
3 Pledges and grants receivable, net ........... 1,939,680 3 2,646,969
4 Accounts receivable, net ............. 163,943,373 4 168,035,532
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 27,616,430 7 21,737,320
8 Inventories for sale or use .............. 18,650,631 8 17,979,087
9 Prepaid expenses and deferred charges .......... 11,563,907 9 8,150,802
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 682,594,786
b Less: accumulated depreciation ..... 10b 330,633,684 394,007,030 10c 351,961,102
11 Investments—publicly traded securities .......... 204,671,595 11 205,462,948
12 Investments—other securities. See Part IV, line 11 ..... 22,618,596 12 30,792,602
13 Investments—program-related. See Part IV, line 11 ..... 126,840,836 13 129,174,206
14 Intangible assets ............... 4,621,091 14 4,528,822
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,064,297,554 16 1,036,704,692
Liabilities 17 Accounts payable and accrued expenses ......... 118,762,445 17 120,187,773
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 2,380,928 19 1,914,360
20 Tax-exempt bond liabilities ............. 316,450,204 20 301,877,221
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 555,775 23 196,634
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 74,153,813 25 73,380,995
26 Total liabilities. Add lines 17 through 25......... 512,303,165 26 497,556,983
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 524,096,683 27 511,075,161
28 Temporarily restricted net assets ........... 27,681,623 28 14,186,016
29 Permanently restricted net assets ........... 216,083 29 13,886,532
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 551,994,389 33 539,147,709
34 Total liabilities and net assets/fund balances ........ 1,064,297,554 34 1,036,704,692
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,211,119,189
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,186,763,119
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
24,356,070
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
551,994,389
5
Net unrealized gains (losses) on investments ...............
5
-9,965,951
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
1,126,682
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-28,363,481
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
539,147,709
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Marshfield Clinic Inc
 
Employer identification number

39-0452970
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Form Sch A Part I Line 11a 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.
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
Marshfield Clinic Inc
 
Employer identification number

39-0452970
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
Marshfield Clinic Inc
  		Employer identification number

39-0452970
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
Marshfield Clinic Inc
  		Employer identification number

39-0452970
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
Marshfield Clinic Inc
  		Employer identification number

39-0452970
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Marshfield Clinic Inc
 
Employer identification number

39-0452970
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
100
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
873,170
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
873,270
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
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 OCCASIONALLY SEND MAIL TO MEMBERS OF CONGRESS, AND THEIR STAFF.
Schedule C (Form 990 or 990EZ) 2014

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Marshfield Clinic Inc
 
Employer identification number

39-0452970
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 1,093,314
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 55,590,273 49,072,273 43,172,004 35,848,004 34,049,063
b Contributions ........ 708,000 2,366,000 1,567,033 1,375,000 3,310,280
c Net investment earnings, gains, and losses -96,000 5,537,000 5,577,482 6,620,000 -266,824
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		1,451,000 1,385,000 1,244,246 671,000 1,244,515
f Administrative expenses ....          
g End of year balance ...... 54,751,273 55,590,273 49,072,273 43,172,004 35,848,004
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet67.850 %
b
Permanent endowment SchDMd Bullet6.780 %
c
Temporarily restricted endowment SchDMd Bullet25.370 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   20,880,997 20,880,997
b Buildings ................   401,943,241 164,905,781 237,037,460
c Leasehold improvements ............   7,302,189 2,502,511 4,799,678
d Equipment ................   211,455,234 155,546,566 55,908,668
e Other ................. 2,221,275 38,791,848 7,678,826 33,334,297
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 351,961,100
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 112,987,928
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
HEALTH PLAN PREPAYMENT 17,500,000
UNPAID PROFESSIONAL LIABILITY 9,410,019
457 PLAN PAYABLE 42,531,994
MISCELLANEOUS 3,938,982





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 73,380,995
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
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 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 THE SYSTEM APPLIES FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) COUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES (ASC 740), WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. 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, DERECOGNITION, 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 SYSTEM, IT WAS DETERMINED THAT THE APPLICATION OF ASC 740 HAD NO MATERIAL EFFECT ON THE SYSTEM AT SEPTEMBER 30, 2015 OR 2014.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Marshfield Clinic Inc
 
Employer identification number

39-0452970
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria
used to award the grants or assistance? ...........................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
North America 1 19 Program Services FOOD SAFETY TESTS 2,463,800
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 1 19 2,463,800
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 1 19 2,463,800
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (a)(c) Region (b)(d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)............................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Part I Line 3(f) 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. 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, 2015) OF OPERATIONAL EXPENSES INCURRED BY MFS CANADA.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Marshfield Clinic Inc
 
Employer identification number

39-0452970
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ
filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

Auctn of Champs
(event type) 		(b) Event #2

For a Cure Golf
(event type) 		(c) Other events

15
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 187,115 137,649 576,408 901,172
2 Less: Contributions . . 126,207 101,792 421,865 649,864
3 Gross income (line 1
minus line 2) . . . 		60,908 35,857 154,543 251,308
VerticalDirectExpenses 4 Cash prizes . . .     5,432 5,432
5 Noncash prizes . . 4,018   14,917 18,935
6 Rent/facility costs . . 27,751 21,725 66,681 116,157
7 Food and beverages . 4,159   23,019 27,178
8 Entertainment . . .     15,830 15,830
9 Other direct expenses . 9,706 14,157 91,373 115,236
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 298,768
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -47,460
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .     78,056 78,056
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow 78,056
9
Enter the state(s) in which the organization conducts gaming activities: WI
a
Is the organization licensed to conduct gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activities conducted in:
a
The organization's facility ......................
13a
27.000 %
b
An outside facility ........................
13b
73.000 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Tiffany Halan
Address right arrow
1000 N Oak Ave
Marshfield,WI54449
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $  
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Tiffany Halan
Gaming manager compensation right arrow $ 5,000
Description of services provided right arrow
COORD. & MANAGEMENT OF CLINIC GAMING ACTIVITIES
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Marshfield Clinic Inc
 
Employer identification number
39-0452970
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Family Health Center
1515 ST JOSEPH AVE
MARSHFIELD,WI54449 		39-1681547 501 (C) (3) 18,685,652       General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support General Support
(2) Mfld Area Community Fdn
149 N CENTRAL AVENUE
MARSHFIELD,WI54449 		39-6578767 501 (C) (3) 160,000       GENERAL SUPPORT
(3) Mfld Public Library
PO BOX 771
MARSHFIELD,WI54449 		39-1570731 501 (C) (3) 100,000       GENERAL SUPPORT
(4) Doctors Without Borders
500 3RD ST SUITE 310
WAUSAU,WI54403 		13-3433452 501 (C) (3) 72,114       GENERAL SUPPORT
(5) Marshfield Area United Way
137 RIVER DR
WAUSAU,WI54403 		39-1035073 501 (C) (3) 72,000       GENERAL SUPPORT
(6) Mfld High School Commons
1000 N OAK AVE
MARSHFIELD,WI54449 		39-6003302 501 (C) (3) 60,000       GENERAL SUPPORT
(7) Grand Theatre Foundation
PO BOX 1087
EAU CLAIRE,WI54702 		39-1533202 501 (C) (3) 50,000       GENERAL SUPPORT
(8) Stem Building Project
591 W HWY 153
MOSINEE,WI54455 		23-7086867 501 (C) (3) 50,000       GENERAL SUPPORT
(9) City of Eau Claire - Ambulence Service
2661 COUNTY HWY I
CHIPPEWA FALLS,WI54729 		39-6005436 501 (C) (3) 28,278       GENERAL SUPPORT
(10) New Visions Gallery Rent
1611 PINE TREE LANE
ST GERMAIN,WI54558 		51-0190879 501 (C) (3) 27,000       GENERAL SUPPORT
(11) Green Circle Trail
149 N CENTRAL AVENUE
MARSHFIELD,WI54449 		39-0827885 501 (C) (3) 25,000       GENERAL SUPPORT
(12) City of Eau Claire
22 N CARROLL STREET STE 200
MADISON,WI53703 		39-6005436 501 (C) (3) 25,000       GENERAL SUPPORT
(13) United Way of Marathon
2503 TODD DR
MADISON,WI53713 		39-0935496 501 (C) (3) 20,700       GENERAL SUPPORT
(14) Community Foundation of North Central WI
PO BOX 352
MADISON,WI53701 		39-1577472 501 (C) (3) 15,000       GENERAL SUPPORT
(15) Marshfield Area YMCA
137 RIVER DRIVE
WAUSAU,WI54403 		39-1557086 501 (C) (3) 15,000       GENERAL SUPPORT
(16) UWSP
3603 N HASTINGS WAY STE 200
EAU CLAIRE,WI54702 		39-1805963 501 (C) (3) 15,000       GENERAL SUPPORT
(17) Community Foundation
813 E 1ST ST PO BOX 813
MERRILL,WI54452 		39-0827885 501 (C) (3) 12,500       GENERAL SUPPORT
(18) Mfld Area Operation Endowment
1191 HUNTINGTON AVENUE
WISCONSIN RAPIDS,WI54494 		39-6578767 501 (C) (3) 10,000       GENERAL SUPPORT
(19) Central Wisconsin Literacy
1207 N CENTRAL AVE PO BOX 1080
MARSHFIELD,WI54449 		39-1684056 501 (C) (3) 10,000       GENERAL SUPPORT
(20) American Cancer Society
9573 HWY 70 WEST
MINOCQUA,WI54548 		13-1788491 501 (C) (3) 10,000       GENERAL SUPPORT
(21) Merrill River District
ONE KAISER PLAZA 22ND FLOOR
OAKLAND,CA94612 		39-1577472 501 (C) (3) 10,000       GENERAL SUPPORT
(22) WI Womens Health Foundation - Madison
1000 W 11TH ST
MARSHFIELD,WI54449 		39-1900678 501 (C) (3) 10,000       GENERAL SUPPORT
(23) WI Health News LLC
PO BOX 259038
MADISON,WI53725 		27-4392311 501 (C) (3) 10,000       GENERAL SUPPORT
(24) Friends of Sacred Heart Hospital
1100 CENTERPOINT DRIVE 302
STEVENS POINT,WI54481 		37-1186514 501 (C) (3) 10,000       GENERAL SUPPORT
(25) United Way of Chippewa
401 4TH ST
WAUSAU,WI54403 		39-1077901 501 (C) (3) 10,000       GENERAL SUPPORT
(26) United FCS
707 3RD ST
WAUSAU,WI54403 		41-0696318 501 (C) (3) 8,184       GENERAL SUPPORT
(27) Lakeland Union High School
1000 N OAK AVE
MARSHFIELD,WI54449 		39-6025018 501 (C) (3) 8,000       GENERAL SUPPORT
(28) Angel On My Shoulder
PO Box 1087
Marshfield,WI544490456 		39-1858288 501 (C) (3) 7,500       General Support
(29) United Way of Merrill
3603 N Hastings Way Ste 200
Eau Claire,WI547020232 		39-1286800 501 (C) (3) 5,076       General Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
36
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
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.
Part II Line 1(a) FAMILY HEALTH CENTER - 1515 ST. JOSEPH AVE, MARSHFIELD, WI 54449 MARSHFIELD AREA UNITED WAY - 156 S. CENTRAL AVE, PO BOX 771, MARSHFIELD, WI 54449-0771 NEW VISIONS GALLERY - 1000 N. OAK AVE, MARSHFIELD, WI 54449 DOCTORS WITHOUT BORDERS - PO BOX 5023, HAGERSTOWN, MD 21741-5023 ANGEL ON MY SHOULDER - 1611 PINE TREE LN, PO BOX 747, ST. GERMAIN, WI 54558 CITY OF EAU CLAIRE - AMBULANCE SERVICE - PO BOX 1087, EAU CLAIRE, WI 54702 COMMUNITY FOUNDATION OF NORTH CENTRAL WI - WAUSAU - 500 3RD ST. STE. 310, WAUSAU, WI 55403 MARSHFIELD AREA YMCA - 410 W. MCMILLAN ST, MARSHFIELD, WI 54449 UNITED WAY OF MARATHON - 137 RIVER DR, WAUSAU, WI 55403 FRIENDS OF ST. JOSEPH HOSPITAL - 2661 COUNTY HWY I, CHIPPEWA FALLS, WI 54729 UWSP - 2100 MAIN ST, STEVENS POINT, WI 54481-3897 UNITED WAY OF GREATER CHIPPEWA, 3603 N HASTINGS WAY STE. 200, EAU CLAIRE, WI 54702-0232 AMERICAN CANCER SOCIETY - N19W24350 RIVERWOOD DR, PO BOX 902, PEWAUKEE, WI 53072-0902 MFLD AREA COMMUNITY FDN - PO BOX 456, MARSHFIELD, WI 54449-0456 WI WOMENS HEALTH FOUNDATION - MADISON, 2503 TODD DR, MADISON, WI 53713 ST. VINCENT DE PAUL OUTREACH - 149 N CENTRAL AVE, MARSHFIELD, WI 54449 CENTERGY INC. - 500 1ST ST. STE. 15, WAUSAU, WI 544031 LAKELAND UNION HIGH SCHOOL - 9573 HWY 70 WEST, MINOCQUA, WI 54548 UNITED WAY OF MERRILL - 813 E 1ST ST, PO BOX 813, MERRILL, WI 54452 WI ECONOMIC DEVELOPMENT - 10 E. DOTY ST. STE. 500, MADISON, WI 53703 WI 4-H FOUNDATION - PO BOX 78011 - MILWAUKEE, WI 53278 HERITAGE FOUNDATION - 1000 N. OAK AVE, MARSHFIELD, WI 54449 Stem Building Project - 2000 W 5th Street, MARSHFIELD, WI 54449 Mfld Public Library -211 E Second St, MARSHFIELD, WI 54449 Grand Theatre Foundation - 401 4th Street, Wausau, WI 54403 City of Eau Claire - PO Box 1087, MARSHFIELD, WI 54702 Green Circle Trail - 1501 Clark St PO Box 968, Stevens Point, WI 54481 Mfld Area Operation Endowment - PO Box 456, Marshfield, WI 54449-0456 Central Wisconsin Literacy - 320 Oak Street, Wisconsin Rapids, WI 54494 Merrill River District - 500 3rd St Suite 310, Wausau, WI 54403 WI Health News LLC - PO Box 1856, Madison, WI 53701 Friends of Sacred Heart Hospital - 900 W Clairemont Ave, Eau Claire, WI 54701 United FCS - 1207 N Central Ave PO Box 1080, Marshfield, WI 54449-1080 United Way of Merrill - 813 E 1st St PO Box 813, Merrill, WI 54452 United Way of Portage County - Centerpoint Drive #301, Stevens Point, WI 54481 Fdn of St Josephs Hospital - 611 St Joseph Avenue, Marshfield, WI 54449 South Wood County YMCA - 211 Wisconsin River Drive, Port Edwards, WI 54469 WI Manufacturers & Commerce - 501 E Washington Ave, PO Box 352, Madison WI 53703
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Marshfield Clinic Inc
 
Employer identification number

39-0452970
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1NARAYANA MURALI MDPresident (i)
(ii)		 405,089
...............................
0 		0
...............................
0 		781
...............................
0 		28,067
...............................
0 		1,501
...............................
0 		435,438
...............................
0 		0
...............................
0
2IVAN SCHALLER MDChair and Director (i)
(ii)		 266,779
...............................
0 		1,545
...............................
0 		2,913
...............................
0 		29,481
...............................
0 		22,425
...............................
0 		323,143
...............................
0 		0
...............................
0
3DAN ERICKSON MDVice Chair (i)
(ii)		 227,327
...............................
0 		0
...............................
0 		1,925
...............................
0 		29,250
...............................
0 		18,036
...............................
0 		276,538
...............................
0 		0
...............................
0
4JOHN PRZYBYLINSKI MDVice Chair (i)
(ii)		 208,925
...............................
0 		0
...............................
0 		5,443
...............................
0 		29,152
...............................
0 		18,427
...............................
0 		261,947
...............................
0 		0
...............................
0
5NANDITA BHATTACHARJEE MDSecretary (i)
(ii)		 355,068
...............................
0 		0
...............................
0 		1,117
...............................
0 		29,853
...............................
0 		27,006
...............................
0 		413,044
...............................
0 		0
...............................
0
6PETER MEYER MDTreasurer (i)
(ii)		 194,617
...............................
0 		0
...............................
0 		1,881
...............................
0 		28,747
...............................
0 		25,634
...............................
0 		250,879
...............................
0 		0
...............................
0
7MATTHEW THOMAS MDDirector and Treasurer (i)
(ii)		 526,295
...............................
0 		8,500
...............................
0 		571
...............................
0 		30,147
...............................
0 		23,122
...............................
0 		588,635
...............................
0 		0
...............................
0
8THOMAS LEIFHEIT MDDirector (i)
(ii)		 448,026
...............................
0 		47,212
...............................
0 		1,957
...............................
0 		30,147
...............................
0 		25,919
...............................
0 		553,261
...............................
0 		0
...............................
0
9RUWAN DISSANAYAKE MDDirector (i)
(ii)		 244,894
...............................
0 		133,075
...............................
0 		548
...............................
0 		30,147
...............................
0 		19,411
...............................
0 		428,075
...............................
0 		0
...............................
0
10ALPA SHAH MDDirector (i)
(ii)		 149,211
...............................
0 		0
...............................
0 		535
...............................
0 		19,036
...............................
0 		801
...............................
0 		169,583
...............................
0 		0
...............................
0
11WILLIAM MELMS MDDirector (i)
(ii)		 225,727
...............................
0 		9,560
...............................
0 		1,084
...............................
0 		29,284
...............................
0 		20,354
...............................
0 		286,009
...............................
0 		0
...............................
0
12JEFFREY LAMONT MDDirector (i)
(ii)		 228,859
...............................
0 		0
...............................
0 		2,888
...............................
0 		29,220
...............................
0 		17,158
...............................
0 		278,125
...............................
0 		0
...............................
0
13CAESAR GONZAGA MDDirector (i)
(ii)		 287,787
...............................
0 		0
...............................
0 		2,376
...............................
0 		29,568
...............................
0 		19,248
...............................
0 		338,979
...............................
0 		0
...............................
0
14BRAD BEKKUM MDDirector (i)
(ii)		 323,456
...............................
0 		45,495
...............................
0 		781
...............................
0 		29,853
...............................
0 		24,596
...............................
0 		424,181
...............................
0 		0
...............................
0
15ALAN MARSHALLInterim Chief Financial Office (i)
(ii)		 364,718
...............................
0 		0
...............................
0 		2,923
...............................
0 		29,932
...............................
0 		19,388
...............................
0 		416,961
...............................
0 		0
...............................
0
16Jim ColemanChief Operating Officer (i)
(ii)		 453,037
...............................
0 		0
...............................
0 		2,923
...............................
0 		30,147
...............................
0 		19,819
...............................
0 		505,926
...............................
0 		0
...............................
0
17David KeefeDirector of Human Resources (i)
(ii)		 283,820
...............................
0 		0
...............................
0 		1,117
...............................
0 		29,381
...............................
0 		4,001
...............................
0 		318,319
...............................
0 		0
...............................
0
18Laura Nelson MDChief Medical Officer (i)
(ii)		 413,525
...............................
0 		0
...............................
0 		1,117
...............................
0 		30,875
...............................
0 		20,950
...............................
0 		466,467
...............................
0 		0
...............................
0
19Roderick Koehler MDSalary Committee Chair (i)
(ii)		 316,875
...............................
0 		8,017
...............................
0 		2,811
...............................
0 		30,147
...............................
0 		19,715
...............................
0 		377,565
...............................
0 		0
...............................
0
20Scott Paulman MDRetinal Surgeon (i)
(ii)		 1,146,710
...............................
0 		0
...............................
0 		781
...............................
0 		30,147
...............................
0 		31,410
...............................
0 		1,209,048
...............................
0 		0
...............................
0
21Vivekananda Gonugunta MDNeurosurgeon - Spine (i)
(ii)		 1,129,647
...............................
0 		0
...............................
0 		781
...............................
0 		30,147
...............................
0 		3,144
...............................
0 		1,163,719
...............................
0 		0
...............................
0
22Sanjay Rao MDNeurosurgeon - Spine (i)
(ii)		 1,033,558
...............................
0 		0
...............................
0 		781
...............................
0 		30,867
...............................
0 		23,878
...............................
0 		1,089,084
...............................
0 		0
...............................
0
23David Simenstad MDOrthopedics (i)
(ii)		 981,595
...............................
0 		0
...............................
0 		1,957
...............................
0 		30,867
...............................
0 		30,434
...............................
0 		1,044,853
...............................
0 		0
...............................
0
24Chong Lee MDCVT Surgery (i)
(ii)		 784,059
...............................
0 		139,307
...............................
0 		32,250
...............................
0 		30,867
...............................
0 		22,768
...............................
0 		1,009,251
...............................
0 		0
...............................
0
25MARK LEPAGE MDFORMER TREASURER (i)
(ii)		 362,484
...............................
0 		0
...............................
0 		571
...............................
0 		29,995
...............................
0 		22,497
...............................
0 		415,547
...............................
0 		0
...............................
0
26Brian Ewert MDFormer PRESIDENT/EXECUTIVE DIR (i)
(ii)		 490,784
...............................
0 		0
...............................
0 		57,955
...............................
0 		30,147
...............................
0 		23,383
...............................
0 		602,269
...............................
0 		0
...............................
0
27DOUGLAS J REDING MD(ONCOLOGY/HEMATOLOGY) - VICE P (i)
(ii)		 580,848
...............................
0 		66
...............................
0 		2,923
...............................
0 		30,147
...............................
0 		22,756
...............................
0 		636,740
...............................
0 		0
...............................
0
28Rod Sorensen MDFormer Salary Committee Chair (i)
(ii)		 380,754
...............................
0 		242
...............................
0 		2,923
...............................
0 		30,064
...............................
0 		23,905
...............................
0 		437,888
...............................
0 		0
...............................
0
29Tim Swan MDFormer Key Employee (i)
(ii)		 455,241
...............................
0 		0
...............................
0 		1,957
...............................
0 		30,147
...............................
0 		25,938
...............................
0 		513,283
...............................
0 		0
...............................
0
30Eric Penniman MDFormer Key Employee (i)
(ii)		 288,365
...............................
0 		2,271
...............................
0 		781
...............................
0 		29,574
...............................
0 		21,746
...............................
0 		342,737
...............................
0 		0
...............................
0
31Greg Burnett MDFormer Key Employee (i)
(ii)		 132,542
...............................
0 		22,000
...............................
0 		746
...............................
0 		20,025
...............................
0 		6,163
...............................
0 		181,476
...............................
0 		0
...............................
0
32Juan Mesa MDFormer Key Employee (i)
(ii)		 673,342
...............................
0 		0
...............................
0 		1,957
...............................
0 		30,147
...............................
0 		21,384
...............................
0 		726,830
...............................
0 		0
...............................
0
33John Warner MDFormer Key Employee (i)
(ii)		 488,820
...............................
0 		0
...............................
0 		1,957
...............................
0 		30,147
...............................
0 		19,593
...............................
0 		540,517
...............................
0 		0
...............................
0
34Gene Shaw MDFormer Key Employee (i)
(ii)		 357,169
...............................
0 		0
...............................
0 		1,957
...............................
0 		29,853
...............................
0 		19,664
...............................
0 		408,643
...............................
0 		0
...............................
0
35Gary B Shulman MDFormer Key Employee (i)
(ii)		 584,175
...............................
0 		93,291
...............................
0 		781
...............................
0 		30,147
...............................
0 		25,263
...............................
0 		733,657
...............................
0 		0
...............................
0
36Greg Tyler MDFormer Key Employee (i)
(ii)		 429,459
...............................
0 		0
...............................
0 		1,117
...............................
0 		30,147
...............................
0 		22,366
...............................
0 		483,089
...............................
0 		0
...............................
0
37Sue Turney MDMCHS CEO (i)
(ii)		 0
...............................
361,791 		0
...............................
0 		0
...............................
7,030 		0
...............................
29,590 		0
...............................
4,658 		0
...............................
403,069 		0
...............................
0
38Ken LetkemanCIO MCHS, CEO MCIS (i)
(ii)		 0
...............................
314,337 		0
...............................
0 		0
...............................
765 		0
...............................
29,767 		0
...............................
24,669 		0
...............................
369,538 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Part I, Ln 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. Compensation to the Organization's CEO/Executive Director was paid by related party Marshfield Clinic. 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. Please see Schedule O disclosure relating to Part VI Governance, Management, and Disclosures, Lines 15a and 15b for further information.
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Marshfield Clinic Inc
 
Employer identification number
39-0452970
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A WI HEALTH & EDUCATIONAL FACILITY AUTHORITY
  		39-1337855 97710vzy7 01-31-2006 71,634,384 Buildings & Equipment   X   X   X
B WI HEALTH & EDUCATIONAL FACILITY AUTHORITY
  		39-1337855 97710vzy7 01-31-2006 65,000,000 Buildings & Equipment   X   X   X
C WI HEALTH & EDUCATIONAL FACILITY AUTHORITY
  		39-1337855 000000000 04-03-2012 130,115,000 Refunding Rev Bonds   X   X   X
D WI HEALTH & EDUCATIONAL FACILITY AUTHORITY
  		39-1337855 97710bz54 06-13-2012 104,090,000 Buildings & Equipment   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 1,925,000 1,880,000 10,290,000 305,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 71,634,384 65,000,000 130,115,000 104,090,000
4 Gross proceeds in reserve funds . . . . . . . . . . . . 6,763,040 0 59,954,416 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 699,591 829,612 298,298 424,385
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 68,522,365 68,178,577 129,816,702 106,100,000
11 Other spent proceeds . . . . . . . . . . . . . . 0 0 0 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2008 2008 2012 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X   X X     X
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X     X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.560 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet        
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.560 %      
7 Does the bond issue meet the private security or payment test? . . . . . X   X   X   X  
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.490 % 0.040 % 0.750 % 1.720 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . X   X   X   X  
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X X     X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X       X   X  
b Exception to rebate? . . . . . . . .                
c No rebate due? . . . . . . . .   X            
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .   X X     X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		0
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Marshfield Clinic Inc
 
Employer identification number
39-0452970
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A WI HEALTH & EDUCATIONAL FACILITY AUTHORITY
  		39-1337855 97710vzy7 01-31-2006 71,634,384 Buildings & Equipment   X   X   X
B WI HEALTH & EDUCATIONAL FACILITY AUTHORITY
  		39-1337855 97710vzy7 01-31-2006 65,000,000 Buildings & Equipment   X   X   X
C WI HEALTH & EDUCATIONAL FACILITY AUTHORITY
  		39-1337855 000000000 04-03-2012 130,115,000 Refunding Rev Bonds   X   X   X
D WI HEALTH & EDUCATIONAL FACILITY AUTHORITY
  		39-1337855 97710bz54 06-13-2012 104,090,000 Buildings & Equipment   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 1,925,000 1,880,000 10,290,000 305,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 71,634,384 65,000,000 130,115,000 104,090,000
4 Gross proceeds in reserve funds . . . . . . . . . . . . 6,763,040 0 59,954,416 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 699,591 829,612 298,298 424,385
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 68,522,365 68,178,577 129,816,702 106,100,000
11 Other spent proceeds . . . . . . . . . . . . . . 0 0 0 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2008 2008 2012 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X   X X     X
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X     X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.560 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet        
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.560 %      
7 Does the bond issue meet the private security or payment test? . . . . . X   X   X   X  
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.490 % 0.040 % 0.750 % 1.720 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . X   X   X   X  
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X X     X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X       X   X  
b Exception to rebate? . . . . . . . .                
c No rebate due? . . . . . . . .   X            
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .   X X     X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		0
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Marshfield Clinic Inc
 
Employer identification number

39-0452970
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) HEMA MURALI MD SPOUSE OF NARAYANA MURALI 335,687 EMPLOYEE COMPENSATION   No
(2) KELLY WARNER SPOUSE OF JOHN WARNER, MD 77,391 EMPLOYEE COMPENSATION   No
(3) SUMEDHA PATHAK MD SPOUSE OF RAM PATHAK, MD 283,631 EMPLOYEE COMPENSATION   No
(4) Christopher Rall Husband of Sarah Rall 666,924 EMPLOYEE COMPENSATION   No
(5) Kara Johnson-Siegler Daughter of Linda Pelton 82,353 EMPLOYEE COMPENSATION   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Marshfield Clinic Inc
 
Employer identification number

39-0452970
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 9 5,145 FMV/Sale PRice
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 19,433 FMV/Sale PRice
5 Clothing and household
goods ....... 		X   fmv/sales price
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous .. X 10 31,649 FMV/Sale PRice
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Food & Beverage ) X 40 10,279 FMV/Sale PRice
26 Other Right pointing arrow large image ( Jewelry ) X 11 4,445 FMV/Sale PRice
27 Other Right pointing arrow large image ( Livestock ) X 42 48,171 FMV/Sale PRice
28 Other Right pointing arrow large image ( Misc ) X 99 86,578 FMV/Sale PRice
Other Right pointing arrow large image ( Sporting Goods ) X 22 5,693 FMV/Sale PRice
Other Right pointing arrow large image ( Tickets ) X 17 7,326 FMV/Sale PRice
Other Right pointing arrow large image ( Travel/Experiences ) X 17 20,973 FMV/Sale PRice
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2014)
Schedule M (Form 990) (2014)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2014)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Marshfield Clinic Inc
 
Employer identification number

39-0452970
Return Reference Explanation
Part III 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 Line 4a The Marshfield Clinic system provides patient care, research and education throughout northern, central and western Wisconsin, with locations in 35 communities. Marshfield Clinic (the Clinic) has 704 physicians in 86 medical specialties and subspecialties. For 99 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 3,500,000 patient encounters for fiscal year 2015. The Clinic provided Charity Care of$7,883,000 in fiscal year 2015 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 ofreimbursement received by the Clinic, and the estimated unreimbursed cost of providing care to low income underinsured and uninsured patients through the Clinic's pm1nership with Family Health Center, a federally funded community health center was $203,015,000 in fiscal year 2015.
Part III 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, AND GENERAL SURGERY. 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. MARSHFIELD CLINIC IS RECOGNIZED AS A TRAINING CENTER FOR THE AMERICAN HEART ASSOCIATION AND ALSO SPONSORS EDUCATIONAL EVENTS AND TRAINING FOR THE PUBLIC INCLUDING DIABETES EDUCATION MENTAL HEALTH PROGRAMS.
Part III Line 4c 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 Line 4 EFFECTIVE FEBRUARY 28, 2014, MARSHFIELD CLINIC CONVERTED FROM A BUSINESS CORPORATION UNDER CHAPTER 180 OF THE WISCONSIN STATUTES TO A NONSTOCK CORPORATION UNDER CHAPTER 181 OF THE WISCONSIN STATUTES. AS PART OF THE CONVERSION, THE CLINIC'S LEGAL NAME WAS CHANGED TO MARSHFIELD CLINIC, INC., BUT IT REMAINS THE SAME LEGAL ENTITY POSSESSING ALL RIGHTS, PRIVILEGES AND POWERS HELD BY THE CLINIC PRIOR TO CONVERSION. shareholders shall select the educational, scientific or charitable organizations to which the organization's assets shall be transferred.
Part VI Line 6 The Corporation has two classes of members: (i) Class A Members, who shall be individuals meeting the requirements set forth in the Corporation's bylaws, and (ii) a single Class B member, Marshfield Clinic Health System, Inc., which shall be the sole corporate member. Class A Members have the right to elect the members of the governing body and approve certain significant decisions of the governing body. The Class B Member has the right to approve certain significant decisions of the governing body and to receive the remaining assets of the Corporation (or direct distribution of the assets to other 501(c)3 organizations) upon dissolution.
Part VI Line 7a THE CLASS A MEMBERS HAVE THE RIGHT TO ELECT THE ORGANIZATION'S OFFICERS AND DIRECTORS.
Part VI Line 7b THE MEMBERS HAVE THE RIGHT TO APPROVE ANY CHANGES TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS AND TO APPROVE ANY DISSOLUTION OR LIQUIDATION OF THE ORGANIZATION.
Part VI Line 11a (Excerpts from Marshfield Clinic's 990/990-T Review Policy) 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 FY15 form 990 was reviewed by KPMG prior to filing.
Part VI Line 12c Describe how the Organization regularly and consistently monitors and enforces compliance with its Conflict of Interest Policy. All officers, Board directors, and key employees of every Marshfield Clinic Health System (MCHS) entity, as well as any other person designated by the Audit and Compliance Committee (ACC) to be a Required Reporter by virtue of his or her position at a System entity, shall annually complete a conflict of interest disclosure form. Such forms shall be distributed and recorded by the System's designated Compliance Officer. All Financial Interests disclosed as part of the annual disclosure process shall be reviewed by the ACC. The ACC shall inform the Board of disclosed financial interests which may bear upon or relate to a transaction upon which the Board or another board, committee or other body of a System Entity, may deliberate or act. In addition to the annual disclosures, if at any time between annual disclosures, a Required Reporter becomes aware that the Board, or a board, committee or other body, of any System entity may deliberate or act upon any Transaction that may have any bearing of any kind upon, or may relate in any manner to, an existing, intended or expected Financial Interest of the Required Reporter, he or she shall disclose the Financial Interest to the relevant System Entity board, committee or body chair, as well as to the System's Compliance Officer, in advance of any deliberations or action, written disclosure of the existence, nature and extent of his or her Financial Interest. All written or oral disclosures of Financial Interests shall be recorded in the minutes of the Board and by the office of the Compliance Officer. The Compliance Officer shall disclose the completed forms as necessary to those MCHS employees responsible for completion of the System's IRS Form 990.
Part VI Line 15a, and 15b The System's Independent Compensation Committee (Compensation Committee) shall have final authority for approving compensation and benefits of all "disqualified persons" (as that term is defined in 4958 of the Internal Revenue Code (the "Code")) employed by the Corporation, including but not limited to the Corporation's CEO. The term "disqualified persons" includes (but is not limited to) any person (or the person's family member) who was, at any time during the 5-year period ending on the date of the transaction, in a position to exercise substantial influence over the affairs of the organization. It shall be the responsibility of the Compensation Committee to insure that the System 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 Treasury Reg. 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: compensation levels paid by similarly situated organizations for comparable positions; the availability of similar services in the System's geographic area; current compensation surveys compiled by independent firms; and actual written job offers from similar institutions. The ICC shall have independent authority to obtain outside expert opinions on the reasonableness and fair market value of compensation and gather other information the Committee considers necessary or appropriate to make its decisions on compensation. The Compensation Committee shall timely document its determination of reasonableness of compensation.
Part VI Line 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.
Part VII Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees and Independent Contractors Marshfield Clinic Health System, Inc. (MCHS) is the parent company of Marshfiled Clinic, Inc.. As such, the Executives of MCHS are listed on the Marshfiled Clinic, Inc. form 990 as key employees. Much of the Marshfield Clinic Health System Executive team joined the organization in calendar year 2015. Marshfiled Clinic, Inc. has a corporate tax year of October 1 through September 30. For purposes of this section and Schedule J, IRS requires that we report W-2 wages from 2014 calendar year end. There is no reportable compensation for much of the executive team for this reporting period, but will be in future years.
Part XI Line 9 - Reconciliation of Net Assets NET ASSET TRANSFERS: TRANSFER OF CASH TO MFS For PTO Liability $14,295 TRANSFER OF ASSET TO FHC ($5,236) TRANSFER OF EARNINGS FROM LAKEVIEW MEDICAL CENTER $9,337,000 Transfer of MCIS investment for MC to MCHS ($38,026,440) CHANGE IN UNFUNDED BENEFIT LIABILITY $393,108 Contributions of Plant, Propert, and Equipment $11,850 TOTAL NET ASSET TRANSFERS (28,275,423) MISCELLANEOUS ADJUSTMENTS ($88,058) TOTAL OTHER CHANGES IN NET ASSETS ($28,363,481)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Marshfield Clinic Inc
 
Employer identification number

39-0452970
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) MARSHFIELD FOOD SAFETY LLC
1000 N OAK AVE
MARSHFIELD,WI54449
20-1056380 		FOOD TESTING WI 23,460,000 10,309,000 Mfld Clinic
 










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) SECURITY HEALTH PLAN OF WISCONSIN INC
1515 N ST JOSEPHS AVE

MARSHFIELD,WI54449
39-1572880 		HMO WI 501(C)(4) N/A NA
 
 
No
(2) LAKEVIEW MEDICAL CENTER AUXILIARY INC
1100 N MAIN STREET

RICE LAKE,WI54868
39-1329084 		SUPPORT ORG WI 501(C)(3) 11,III-O NA
 
 
No
(3) FLAMBEAU HOSPITAL INC
98 SHERRY AVE

PARK FALLS,WI54552
39-0973724 		HOSPITAL WI 501(C)(3) 3 NA
 
 
No
(4) LAKEVIEW MEDICAL CENTER OF RICE LAKE
1700 WEST STOUT ST

RICE LAKE,WI54868
39-0837206 		HOSPITAL WI 501(C)(3) 3 NA
 
 
No
(5) MARSHFIELD CLINIC HERITAGE FNDTN INC
1000 N OAK AVE

MARSHFIELD,WI54449
39-1865942 		HONOR INDVDLS WI 501(C)(3) 11-TYPE I NA
 
 
No
(6) MARSHFIELD CLINIC HEALTH SYSTEM INC
1000 N OAK AVE

MARSHFIELD,WI54449
46-1495343 		SUPPORT ORG WI 501(C)(3) 11- Type II NA
 
 
No
(7) Volunteer Partners of Lake Med Cntr
1700 WEST STOUT ST

RICE LAKE,WI54868
39-1329084 		SUPPORT ORG WI 501(C)(3) 11, III-O NA
 
 
No
(8) Family Health Center of Marshfield Inc
1000 N OAK AVE

MARSHFIELD,WI54449
46-1495343 		Comm. Hthcntr WI 501(C)(3) 7 NA
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) DIAGNOSTIC TREATMENT CENTER 20

3401 CRANBERRY BLVD
Weston,WI54476
20-0691634 		MEDICAL SVCS WI NA
  		RELATED 8,585,544 8,198,039   No 0   No 50.000 %












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) MARSHFIELD CLINIC INFORMATION SVCS INC

1701 N FIG AVE
MARSHFIELD,WI54449
46-3943697 		INFO. TECH. WI MFLD CLINIC
  		C CORP         No
(2) MCIS Inc

1701 N FIG AVE
MARSHFIELD,WI54449
47-2138889 		INFO. TECH. WI MFLD CLINIC
  		C CORP -1,205,887       No










Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Part I NOTE 1: Marshfield Clinic Health System, Inc. (a 501(c)3 Organization), is the parent organization of Marshfield Clinic, Inc. NOTE 2: The following companies are related to Marshfield Clinic, Inc. through brother/sister relationships (all with parent company being Marshfield Clinic Health System, Inc.): Lakeview Medical Center, Inc. Security Health Plan of Wisconsin, Inc. Flambeau Hospital, Inc. (see note 5 below) MCIS, Inc. (see Note 9 below) NOTE 3: The following companies are subsidiaries of Marshfield Clinic, Inc.: Marshfield Food Safety, LLC (see note 8 below) Marshfield Clinic Heritage Foundation, Inc. Family Health Center of Marshfield, Inc. (See note 10 below) Diagnostic & Treatment Center, LLC (see note 4 below) Marshfield Clinic Information Services, Inc. (see note 7 below) NOTE 4: Marshfield Clinic, Inc. owns a 50% interest in the Diagnostic & Treatment Center, LLC. Those results are reported on the books and records of Marshfield Clinic, Inc. NOTE 5: Marshfield Clinic Health System, Inc. has a 50% member interest in Flambeau Hospital, Inc. Those results are reported on the books and records of Marshfield Clinic Health System, Inc. NOTE 6: Volunteer Partners of Lakeview Medical Center, Inc., is a supporting organization of Lakeview Medical Center, Inc. NOTE 7: As of 1/1/15, and as directed by an official Plan of Merger, Marshfield Clinic Information Services, Inc., effectively merged with and into MCIS, Inc., the surviving corporation. Marshfield Clinic Information Services, Inc. was effectively dissolved as of 1/1/15. NOTE 8: Marshfield Food Safety, Inc. is a 100% owned subsidiary of Marshfield Clinic, Inc. and is treated as a disregarded entity of Marshfield Clinic, Inc. for tax purposes. NOTE 9: Stock ownership of MCIS, Inc. transferred from Marshfield Clinic, Inc. to Marshfield Clinic Health System, inc. on 1/1/15 Note: 10 Marshfield Clinic, Inc. is the sole corporate (non-voting) member of Family Health Center of Marshfield, Inc.? Marshfield Clinic, Inc. does not have the authority to appoint board members and therefore is not considered to have control (as defined for 990 reporting purposes) over Family Health Center of Marshfield, Inc.
Schedule R (Form 990) 2014
Additional Data


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