Nonprofit · EIN 81-2822823
SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC
Tax-exempt · MARSHFIELD, WI 54449
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $19,386,245 | $7,153,585 | $12,232,660 | $161,274,920 | $1,567,061 | $159,707,859 |
| December 31, 2023 | 990 | $21,005,915 | $6,313,229 | $14,692,686 | $150,978,366 | $577,561 | $150,400,805 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,356,382
- Program service revenue
- $0
- Investment income
- $14,085,476
- Net gain from sales of assets
- $12,379,286
- Net income from fundraising events
- -$55,613
- Other revenue
- -$55,613
Expenses
- Grants and similar amounts paid
- $7,153,585
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $305
- Travel
- $17,559
- Depreciation
- $5,203
- Program services (functional)
- $7,153,585
Balance sheet and other
- Total assets, start of year
- $150,978,366
- Total assets, end of year
- $161,274,920
- Total liabilities, end of year
- $1,567,061
- Net assets, end of year
- $159,707,859
- Publicly traded securities
- $25,423,722
- Net assets without donor restrictions
- $109,057,373
- Net assets with donor restrictions
- $50,650,486
- Gross unrelated business income
- $147
- Gross receipts
- $66,118,320
- Employees
- 0
- Volunteers
- 13
- Year formed
- 2016
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN TURNEY MD | FORMER MCHS CEO Former | 0 | $0 | $2,241,715 | $0 |
| BRIAN HOERNEMAN MD | INTERIM MCHS CEO Officer | 1 | $0 | $1,584,168 | $39,013 |
| TAE GARDNER MD | BOARD MEMBER Trustee or director | 1 | $0 | $1,244,244 | $41,992 |
| JEANETTE WOJTALEWICZ | INTERIM MCHS CFO Officer | 1 | $0 | $972,510 | $0 |
| CATHY BUKOWSKI | FORMER MCHS CFO Former | 0 | $0 | $631,969 | $0 |
| JESSICA WERNBERG MD | BOARD MEMBER Trustee or director | 1 | $0 | $459,068 | $40,681 |
| TERI WILCZEK | MCHS CHIEF PHILANTHROPY OFFICER Key employee | 50 | $0 | $426,586 | $31,718 |
| JAN GORAL MD | BOARD MEMBER Trustee or director | 1 | $0 | $391,787 | $38,371 |
| ERIK DOVRE MD | BOARD MEMBER Trustee or director | 1 | $0 | $368,461 | $30,161 |
| KATIE WEINBERGER | BOARD MEMBER Trustee or director | 1 | $0 | $113,169 | $33,699 |
| PATRICK WOLF DO | BOARD MEMBER Trustee or director | 1 | $0 | $65,500 | $4,352 |
| MICHAEL SMITH | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| EDNA DEVRIES MD | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SID SAMUELS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVE KRAUSE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM HOCKING MD | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL SCHMIDT | BOARD MEMBER Trustee or director | 1 | $0 |
| PAM HALLER | BOARD MEMBER Trustee or director | 1 | $0 |
| SALLY WINGER | BOARD MEMBER Trustee or director | 1 | $0 |
| TREVOR WUETHRICH | BOARD MEMBER Trustee or director | 1 | $0 |
| BARB PETKOVSEK | BOARD MEMBER Trustee or director | 1 | $0 |
| BEN WESTRA | BOARD MEMBER Trustee or director | 1 | $0 |
| KATIE BOYCE | BOARD MEMBER Trustee or director | 1 | $0 |
| NICK FABER | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN TURNEY MD | MCHS CEO - PART YEAR Officer | 1 | $0 | $3,125,033 | $382,007 |
| TAE GARDNER MD | BOARD MEMBER Trustee or director | 1 | $0 | $1,151,077 | $43,158 |
| BRIAN HOERNEMAN MD | INTERIM MCHS CEO Officer | 1 | $0 | $848,741 | $40,127 |
| CATHY BUKOWSKI | MCHS CFO - PART YEAR Officer | 1 | $0 | $725,840 | $23,393 |
| JESSICA WERNBERG MD | BOARD MEMBER Trustee or director | 1 | $0 | $466,827 | $43,708 |
| JAN GORAL MD | BOARD MEMBER Trustee or director | 1 | $0 | $407,260 | $39,627 |
| ERIK DOVRE MD | BOARD MEMBER Trustee or director | 1 | $0 | $399,560 | $31,449 |
| TERI WILCZEK | MCHS CHIEF PHILANTHROPY OFFICER Key employee | 50 | $376,682 | $0 | $33,580 |
| PATRICK WOLF DO | BOARD MEMBER Trustee or director | 1 | $0 | $343,977 | $39,691 |
| KATIE WEINBERGER | BOARD MEMBER Trustee or director | 1 | $0 | $103,387 | $32,254 |
| JEANETTE WOJTALEWICZ | INTERIM MCHS CFO Officer | 1 | $0 | $116,564 | $0 |
| MICHAEL SMITH | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| EDNA DEVRIES MD | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SID SAMUELS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVE KRAUSE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM HOCKING MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL SCHMIDT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PAM HALLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SALLY WINGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TREVOR WUETHRICH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BARB PETKOVSEK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BEN WESTRA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KATIE BOYCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NICK FABER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 N OAK AVE, MARSHFIELD, WI 54449-5703
- In care of
- % CATHY BUKOWSKI VP OF FINANC
- Mailing address (990-N for 2015)
- 1000 N Oak Ave, MARSHFIELD WI 54449
- Principal officer (990 for 2024)
- BILL GASSEN, 2301 EAST 60TH ST, SIOUX FALLS, SD 57104
- Principal officer (990-N for 2015)
- Susan Turney MD, 1000 N Oak Ave, Marshfield WI 54449
- Signed the 990
- NICHOLAS OLSON, EVP, CFO
- Phone
- (715) 387-5511
- Return prepared by
- ERNST & YOUNG US LLP
Mission
WE ENRICH LIVES TO CREATE HEALTHY COMMUNITIES THROUGH ACCESSIBLE, AFFORDABLE, COMPASSIONATE HEALTH CARE.
Program accomplishments
- MARSHFIELD CLINIC HEALTH SYSTEM FOUNDATION, INC. (MCHSF) WAS INCORPORATED IN MAY 2016 AS A NONPROFIT, NONSTOCK CORPORATION TO SUPPORT THE CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES OF MARSHFIELD CLINIC HEALTH SYSTEM, INC. (MCHS) AND ITS TAX-EXEMPT AFFILIATES. MCHSF RECEIVED AN IRS DETERMINATION LETTER GRANTING IT TAX-EXEMPT STATUS ON AUGUST 12, 2016.Expenses $7,153,585 · grants $7,153,585
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-2822823
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $161,274,920
- Income (IRS master file)
- $66,118,320
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $19,386,245 | $7,153,585 | $161,274,920 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $21,005,915 | $6,313,229 | $150,978,366 | XML |
| 990 | December 2022 | $18,929,558 | $6,006,791 | $129,935,000 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: Susan Turney MD | September 30, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-2822823).
Questions about SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC
- What is the EIN of SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC?
- The employer identification number (EIN) of SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC is 81-2822823.
- Is SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC?
- The 990 for the year ended December 31, 2024 names BILL GASSEN.
- Who are the officers and directors of SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC?
- The 990 for the year ended December 31, 2024 lists 24 people; 0 received compensation from the organization.
- How much revenue does SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $19,386,245, expenses of $7,153,585 and total assets of $161,274,920 at year end.
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