Nonprofit · EIN 20-5769038
MONROE CLINIC AND HOSPITALFOUNDATION
Tax-exempt · MONROE, WI 53566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,012,723 | $1,071,366 | -$58,643 | $11,337,798 | $182,166 | $11,155,632 |
| December 31, 2023 | 990 | $807,857 | $415,941 | $391,916 | $10,660,660 | $2,499 | $10,658,161 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $375,083
- of which government grants
- $1,100
- Program service revenue
- $223,126
- Investment income
- $419,586
- Net gain from sales of assets
- $100,757
- Net income from fundraising events
- -$5,567
- Net income from gaming
- $495
- Other revenue
- -$5,072
Expenses
- Grants and similar amounts paid
- $840,381
- Other salaries and wages
- $192,442
- Salaries, compensation and benefits (total)
- $207,060
- Professional fundraising fees
- $0
- Travel
- $247
- Program services (functional)
- $840,381
- Fundraising (functional)
- $230,985
Balance sheet and other
- Total assets, start of year
- $10,660,660
- Total assets, end of year
- $11,337,798
- Total liabilities, end of year
- $182,166
- Net assets, end of year
- $11,155,632
- Publicly traded securities
- $10,965,938
- Net assets without donor restrictions
- $1,944,424
- Net assets with donor restrictions
- $9,211,208
- Gross receipts
- $1,055,694
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2006
- 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 |
|---|---|---|---|---|---|
| DOUGLAS LONG | SECRETARY & CLO AT SSM HEALTH Officer | 1 | $0 | $1,587,150 | $700,771 |
| SUZANNE ANDERSON | DIRECTOR & REGIONAL PRES Trustee or director | 1 | $0 | $1,377,728 | $548,240 |
| KEVIN SMITH | TREASURER & CFO AT SSM HEALTH Officer | 1 | $0 | $1,050,477 | $627,081 |
| RANDALL COMBS | FORMER OFFICER Former | 0 | $0 | $1,454,021 | $29,506 |
| JANE CURRAN-MEULI | DIRECTOR & HOSPITAL PRES/CEO Trustee or director | 1 | $0 | $591,941 | $178,076 |
| GAINES RICHARDSON | DIRECTOR & SSM PHYSICIAN Trustee or director | 1 | $0 | $291,330 | $66,313 |
| JANE SYBERS | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $0 | $124,999 | $44,397 |
| RONALD SPIELMAN | DIRECTOR Trustee or director | 1 | $0 | $11,728 | $0 |
| JOE KLEIN | DIRECTOR, VICE CHAIR & ASST SEC Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TEENA BUHOLZER | DIRECTOR & CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALESSANDRO ROSSI MD | DIRECTOR & ASSISTANT SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEB THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JILL LEITZEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIM MARKHAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIM DAVIDSON MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMANDA FIELDS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RANDY COMBS | TREASURER, CFO AT SSM HEALTH Officer | 1 | $0 | $2,182,354 | $1,238,074 |
| DOUGLAS LONG | SECRETARY, CHIEF LEGAL OFFICER AT SSM HEALTH Officer | 1 | $0 | $1,425,239 | $777,013 |
| SUE ANDERSON | DIRECTOR, REGIONAL PRESIDENT OF SSM HEALTH WISCONS Trustee or director | 1 | $0 | $1,428,914 | $540,322 |
| JANE CURRAN-MEULI | DIRECTOR, PRESIDENT/CEO OF THE MONROE CLINIC INC Trustee or director | 1 | $0 | $552,926 | $201,977 |
| GAINES RICHARDSON | DIRECTOR, PHYSICIAN AT THE MONROE CLINIC Trustee or director | 1 | $0 | $269,341 | $64,201 |
| JANE SYBERS | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $0 | $123,304 | $45,619 |
| JOE KLEIN | DIRECTOR & CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TEENA BUHOLZER | DIRECTOR, VICE CHAIR, ASSISTANT TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALESSANDRO ROSSI MD | DIRECTOR, ASSISTANT SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEB THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JILL LEITZEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIM MARKHAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIM DAVIDSON MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| AMANDA FIELDS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 515 22ND AVE, MONROE, WI 53566-1569
- In care of
- % TRACEY PEDERSON
- Principal officer (990 for 2024)
- JANE SYBERS, 515 22ND AVENUE, MONROE, WI 53566
- Signed the 990
- STEPHANIE KING, VP FINANCE
- Phone
- (608) 324-2868
Mission
THROUGH OUR EXCEPTIONAL HEALTH CARE SERVICES, WE REVEAL THE HEALING PRESENCE OF GOD.
Program accomplishments
- SUPPORT THE MONROE CLINIC INC WITH EQUIPMENT PURCHASES AND HEALTH CARE PROGRAMS. OTHER ASSISTANCE PROVIDED TO LOCAL ORGANIZATIONS AS NEEDED.Expenses $840,381 · grants $840,381 · revenue $223,126
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
- 20-5769038
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $11,337,798
- Income (IRS master file)
- $1,055,694
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,012,723 | $1,071,366 | $11,337,798 | IRS |
| 990 | December 2023 | $807,857 | $415,941 | $10,660,660 | XML |
| 990 | December 2022 | $527,050 | $465,035 | $9,309,828 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
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 20-5769038).
Questions about MONROE CLINIC AND HOSPITALFOUNDATION
- What is the EIN of MONROE CLINIC AND HOSPITALFOUNDATION?
- The employer identification number (EIN) of MONROE CLINIC AND HOSPITALFOUNDATION is 20-5769038.
- Is MONROE CLINIC AND HOSPITALFOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to MONROE CLINIC AND HOSPITALFOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONROE CLINIC AND HOSPITALFOUNDATION 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 MONROE CLINIC AND HOSPITALFOUNDATION 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 MONROE CLINIC AND HOSPITALFOUNDATION 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 MONROE CLINIC AND HOSPITALFOUNDATION?
- The 990 for the year ended December 31, 2024 names JANE SYBERS.
- Who are the officers and directors of MONROE CLINIC AND HOSPITALFOUNDATION?
- The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does MONROE CLINIC AND HOSPITALFOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,012,723, expenses of $1,071,366 and total assets of $11,337,798 at year end.
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