2017-11-14T13:06:43-06:00 2016-12-31 990 2016-01-01 416011702 MAYO CLINIC MAYO 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 KEDRICK D ADKINS CFO 5075381297 2017-11-14 129.176.151.28 2017-11-14 13:06:20 CS P DD713302A52B5EEE7D06FCF7E6206C8E9A312EAB 4A6348B4308F7D0A4752363A5BD2EFF85F5852C8 2016 2018-03-14 21:41:22Z JOHN H NOSEWORTHY MD 200 FIRST STREET SW ROCHESTER MN 55905 7335929903 0 5983 X WWW.MAYOCLINIC.ORG X 1919 MN EDUCATION, RESEARCH AND PATIENT CARE 32 18 23432 838 605884591 42801655 1010332924 1180799873 3427267746 3695379697 227815735 219657027 50982187 56297786 4716398592 5152134383 192827336 175926324 0 0 2142561266 2413470974 718400 711402 36256092 2108945876 2304604395 4445052878 4894713095 271345714 257421288 10051482383 10567276989 7411886917 8574507726 2639595466 1992769263 X TO INSPIRE HOPE AND CONTRIBUTE TO HEALTH AND WELL-BEING BY PROVIDING THE BEST CARE TO EVERY PATIENT THROUGH INTEGRATED CLINICAL PRACTICE, EDUCATION AND RESEARCH. 0 0 205740999 11244245 53957604 EDUCATION (SEE SCHEDULE O FOR DESCRIPTION)MEDICAL EDUCATION:MEDICAL EDUCATION IS A CRITICAL FUNCTION OF MAYO CLINIC. OUR WORLD-RENOWNED EDUCATIONAL PROGRAMS INFORM, INSTRUCT, AND EMPOWER PHYSICIANS, RESEARCHERS, MEDICAL PROFESSIONALS, PATIENTS, STUDENTS AND OUR COMMUNITIES TO IMPROVE PUBLIC HEALTH AND WELL-BEING. THESE PROGRAMS SPAN THE CONTINUUM OF HEALTH CARE AND ENSURE THE MAYO MODEL OF CARE IS PERPETUATED. MAYO CLINIC IS COMMITTED TO PROVIDING USEFUL, TIMELY KNOWLEDGE AND SKILLS THAT REFLECT ITS STANDARDS OF EXCELLENCE: *EDUCATING THE NEXT GENERATION OF PHYSICIANS, MEDICAL RESEARCHERS AND HEALTH PROFESSIONALS*SHARING KNOWLEDGE AND INNOVATIVE BEST PRACTICES FREELY IN THE SPIRIT OF COLLABORATION*EMPOWERING PEOPLE TO MANAGE THEIR OWN HEALTH*SPREADING MAYO'S MEDICAL EXPERTISE, EDUCATION AND RESEARCH FINDINGS THROUGHOUT THE WORLDTHE EDUCATIONAL ACTIVITIES OF MAYO CLINIC ARE CENTERED IN MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE'S FIVE SCHOOLS: 1. MAYO CLINIC SCHOOL OF GRADUATE MEDICAL EDUCATION, ONE OF THE FIRST MEDICAL SPECIALTY TRAINING PROGRAMS IN THE WORLD, IS THE OLDEST OF MAYO CLINIC'S EDUCATIONAL ENDEAVORS. MORE THAN 23,000 ALUMNI HAVE BEEN TRAINED SINCE ITS INCEPTION IN 1915. THE SCHOOL TRAINS DOCTORS IN 276 RESIDENCY AND FELLOWSHIP PROGRAMS, REPRESENTING VIRTUALLY ALL MEDICAL SPECIALTIES. IN 2016, ENROLLMENT IN THE SCHOOL TOTALED 1,738 RESIDENTS AND FELLOWS.2. MAYO CLINIC SCHOOL OF MEDICINE PROVIDES DOCTOR OF MEDICINE DEGREES AND JOINT MD/PH.D DEGREES. APPROXIMATELY 233 STUDENTS WERE ENROLLED AT MAYO CLINIC SCHOOL OF MEDICINE IN 2016. THE CURRICULUM OF MAYO CLINIC SCHOOL OF MEDICINE FOCUSES ON EDUCATING FUTURE PHYSICIAN LEADERS IN PATIENT-CENTERED, SCIENCE-DRIVEN, TEAM-BASED, HIGH VALUE HEALTH CARE. THE 2015 INCOMING CLASS OF MAYO CLINIC SCHOOL OF MEDICINE WAS THE FIRST NATIONWIDE TO RECEIVE A SCIENCE OF HEALTH CARE DELIVERY CERTIFICATE IN ADDITION TO A MEDICAL DEGREE. THE INTEGRATED CURRICULUM IS PART OF AN INITIATIVE TO BETTER PREPARE STUDENTS FOR THE CHALLENGES OF DELIVERING PATIENT CARE IN A COMPLEX HEALTH CARE ENVIRONMENT. ADDITIONAL OFFERINGS AT THE SCHOOL INCLUDE VISITING MEDICAL STUDENT CLERKSHIP PROGRAMS AND SUMMER MINORITY MEDICAL STUDENT PROGRAMS. PLANNING IS UNDERWAY TO EXPAND MAYO CLINIC SCHOOL OF MEDICINE TO A NATIONAL MEDICAL SCHOOL WITH 3RD AND 4TH YEAR ACCREDITED PROGRAMS ON MAYO'S FLORIDA CAMPUS AND THE OPENING OF MAYO CLINIC SCHOOL OF MEDICINE - ARIZONA IN 2017, WHICH WILL BE A FOUR-YEAR BRANCH CAMPUS OF MAYO CLINIC SCHOOL OF MEDICINE. MAYO CLINIC SCHOOL OF MEDICINE - ARIZONA WILL ENROLL AN ADDITIONAL 50 STUDENTS, NEARLY DOUBLING THE SIZE OF CLASSES. STUDENTS AT MAYO CLINIC SCHOOL OF MEDICINE - ARIZONA WILL EARN A M.D. DEGREE FROM MAYO CLINIC SCHOOL OF MEDICINE AND A CERTIFICATE IN THE SCIENCE OF HEALTH CARE DELIVERY. STUDENTS WILL ALSO HAVE THE PERSONAL OPTION TO EARN A MASTER'S DEGREE IN THE SCIENCE OF HEALTH CARE DELIVERY FROM ARIZONA STATE UNIVERSITY.MAYO CLINIC SCHOOL OF MEDICINE STUDENTS WILL ALSO HAVE THE OPPORTUNITY TO PARTICIPATE IN PRIMARY CARE AND COMMUNITY CARE EXPERIENTIAL LEARNING OPPORTUNITIES AT MAYO CLINIC HEALTH SYSTEM SITES.3. MAYO CLINIC GRADUATE SCHOOL OF BIOMEDICAL SCIENCES HAS A DISTINGUISHED HISTORY OF ACHIEVING ITS MISSION TO PREPARE STUDENTS FOR CAREERS AS COMPETITIVE, INDEPENDENT RESEARCH INVESTIGATORS. MAYO CLINIC GRADUATE SCHOOL OF BIOMEDICAL SCIENCES OFFERS DOCTORAL AND MASTER'S DEGREE PROGRAMS FOCUSING ON SEVEN BIOMEDICAL SUBSPECIALTIES, AS WELL AS PROGRAMS FOR VISITING PRE-DOCTORAL AND SUMMER UNDERGRADUATE RESEARCH STUDENTS WHO HAVE THE OPPORTUNITY TO WORK WITH WORLD-RENOWNED RESEARCHERS AT MAYO CLINIC CAMPUSES IN ARIZONA, FLORIDA AND MINNESOTA. IN 2016, 257 STUDENTS WERE ENROLLED IN MAYO CLINIC GRADUATE SCHOOL OF BIOMEDICAL SCIENCES AND THERE WERE 41 PH.D. GRADUATES AND 32 M.S. GRADUATES.4. MAYO CLINIC SCHOOL OF HEALTH SCIENCES PREPARES THE ALLIED HEALTH CARE WORKFORCE OF THE FUTURE IN PROGRAMS RANGING FROM PROVIDING CLINICAL INTERNSHIPS FOR HUNDREDS OF AFFILIATED SCHOOLS TO AWARDING A DOCTORATE IN PHYSICAL THERAPY OR NURSE ANESTHESIA. WITH CAMPUSES IN MINNESOTA, FLORIDA AND ARIZONA, 1,653 STUDENTS WERE ENROLLED IN THE SCHOOL IN 2016 WITH 1,156 GRADUATES. THE SCHOOL PREPARES STUDENTS IN 135 PROGRAMS REPRESENTING 58 HEALTH SCIENCE CAREERS. NEARLY 500 FACULTY MEMBERS ENSURE EVERY STUDENT RECEIVES EXTENSIVE PERSONALIZED TRAINING. 5. MAYO CLINIC SCHOOL OF CONTINUOUS PROFESSIONAL DEVELOPMENT PROVIDES A COMPREHENSIVE SELECTION OF CLINICAL, SURGICAL AND RESEARCH COURSES, AS WELL AS PROGRAMS ON MANAGED CARE, SPIRITUALITY IN MEDICINE, PRACTICE MANAGEMENT AND LEADERSHIP, TO HEALTH CARE PROFESSIONALS THROUGHOUT THE WORLD. IN 2016, THE SCHOOL PROVIDED CONTINUING EDUCATION ACTIVITIES TO 60,035 PHYSICIANS AND 41,168 NON-PHYSICIAN PARTICIPANTS.IN ADDITION TO ITS FORMAL PROGRAMS IN EDUCATION, SEVERAL INITIATIVES ENABLE MAYO CLINIC TO IMPROVE QUALITY AND PATIENT SAFETY, SHARE KNOWLEDGE, AND ENHANCE THE AVAILABILITY OF MEDICAL INFORMATION. THESE INCLUDE MAYO CLINIC'S "ASK MAYO EXPERT", AN ELECTRONIC DATABASE THAT ALLOWS MAYO CLINIC PHYSICIANS TO SHARE THEIR MOST UP-TO-DATE MEDICAL KNOWLEDGE. PHYSICIANS CAN SEARCH FOR DISEASES, TREATMENTS AND CLINICAL TRIAL INFORMATION QUICKLY AND EASILY. NEW CARE PROCESS MODELS WITHIN "ASK MAYO EXPERT" PROVIDE INTERACTIVE ALGORITHMS THAT DEMONSTRATE BEST PRACTICE FOR PHYSICIANS AND PROVIDE PHYSICIANS WITH A LIST OF COLLEAGUE EXPERTS SPECIFIC TO THEIR QUERY. A MOBILE VERSION IS AVAILABLE FOR APPLE IPHONE, IPAD AND IPOD TOUCH.MAYO CLINIC ALSO HAS A QUALITY ACADEMY THAT OFFERS INDIVIDUAL AND TEAM-BASED CLASSES TO EDUCATE MAYO CLINIC STAFF IN QUALITY IMPROVEMENT TOOLS AND THEIR APPLICATION. THE SCIENCE OF QUALITY IMPROVEMENT IS EMBEDDED WITHIN THE CURRICULUM AND INCLUDES LEARNING HOW TO IDENTIFY AND MEASURE HEALTH CARE QUALITY, PINPOINT, IDENTIFY, AND REDUCE WASTE OR REDUNDANCIES AND IMPROVE WORK FLOW, EFFICIENCY, AND PATIENT SAFETY. ALL MAYO CLINIC LEADERS, MANAGERS, AND SUPERVISORS ARE CHARGED WITH COMPLETING BRONZE CERTIFICATION IN THE MAYO QUALITY FELLOWS PROGRAM AND ARE HIGHLY ENCOURAGED TO REACH SILVER CERTIFICATION IN THAT PROGRAM. MAYO CLINIC'S MULTIDISCIPLINARY SIMULATION CENTERS IN ARIZONA, FLORIDA, AND MINNESOTA ENABLE SIMULATION OF REAL-LIFE PATIENT CARE SITUATIONS, GIVING HEALTH CARE PROFESSIONALS, RESIDENTS, FELLOWS, AND STUDENTS AN UNPRECEDENTED OPPORTUNITY TO PRACTICE AND PERFECT SKILLS ON COMPUTERIZED MANNEQUINS THAT BLEED, CRY, STOP BREATHING, REQUIRE DIFFICULT INTUBATIONS AND PRESENT ALL THE CHALLENGES OF REAL PATIENTS. PRESENTATIONS ON TOPICS SUCH AS ATRIAL FIBRILLATION ARE OFFERED IN THE POPULAR ONLINE VIRTUAL COMMUNITY SECOND LIFE.MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE ALSO HAS INITIATED MAYO CLINIC ONLINE LEARNING TO DEVELOP AND DELIVER ONLINE EDUCATIONAL OPPORTUNITIES FOR FACULTY DEVELOPMENT, STUDENT EDUCATION AND FUTURE PATIENT EDUCATION. DEVELOPING AND IMPLEMENTING ONLINE LEARNING MODULES PROVIDES CONSISTENT KNOWLEDGE DELIVERY ACROSS MULTI-SPECIALTIES AND ALLOWS FOR MORE INTERACTIVE FACULTY/STUDENT PARTICIPATION IN THE CLASSROOM SETTING. ONLINE LEARNING ALSO FACILITATES THE ABILITY FOR MAYO CLINIC TO SHARE INNOVATIVE LEARNING OPPORTUNITIES WITH THOSE OUTSIDE MAYO CLINIC.ANOTHER INITIATIVE IMPLEMENTED THROUGH MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE IS THE OFFICE OF APPLIED SCHOLARSHIP AND EDUCATION SCIENCE (OASES). THIS INNOVATIVE OFFICE PROVIDES EXPERTISE AND SUPPORT IN FACULTY DEVELOPMENT, EDUCATION EVALUATION AND PRINCIPLES AND PRACTICES IN EDUCATION SCIENCE TO ENSURE THE HIGHEST QUALITY OF EDUCATION DELIVERY WITHIN EACH OF THE SCHOOLS WITHIN THE COLLEGE.MAYO CLINIC'S SOCIAL MEDIA NETWORK - THE FIRST OF ITS KIND FOCUSED ON HEALTH CARE - IS A NETWORK OF HEALTH CARE ORGANIZATIONS, HOSPITALS AND MEDICAL PROFESSIONALS COMMITTED TO BROADER AND DEEPER ENGAGEMENT IN SOCIAL MEDIA TO HELP IMPROVE HEALTH CARE LITERACY, HEALTH CARE DELIVERY AND POPULATION HEALTH WORLDWIDE. IN 2016, MAYO CLINIC CONNECTED WITH OVER A MILLION PEOPLE THROUGH SOCIAL MEDIA CHANNELS. ALL OF THESE EDUCATIONAL EFFORTS BUILD AND EXPAND PATIENT CARE ACTIVITIES TO SHARE MEDICAL KNOWLEDGE AND ENABLE THE HIGHEST QUALITY AND SAFEST PATIENT CARE. MAYO CLINIC FUNDING PLUS EXTRAMURAL FUNDING FOR EDUCATIONAL ACTIVITIES WERE $205.7 MILLION IN 2016. 3216088249 2860132050 PATIENT CARE (SEE SCHEDULE O FOR DESCRIPTION)PATIENT CARE:MAYO CLINIC IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT MEDICAL GROUP PRACTICE IN THE WORLD. ITS STANDARD OF CARE BRINGS TOGETHER TEAMS OF EXPERTS TO PROVIDE HIGH-QUALITY, AFFORDABLE AND COMPASSIONATE CARE TO EACH PATIENT CONSISTENT WITH MAYO CLINIC'S PRIMARY VALUE - "THE NEEDS OF THE PATIENT COME FIRST." MAYO CLINIC'S MISSION IS "TO INSPIRE HOPE AND CONTRIBUTE TO HEALTH AND WELLBEING BY PROVIDING THE BEST CARE TO EVERY PATIENT THROUGH INTEGRATED CLINICAL PRACTICE, EDUCATION AND RESEARCH." MAYO CLINIC'S HERITAGE OF COLLABORATIVE MEDICAL EXPERTISE IS COMBINED WITH CAREFUL ATTENTION TO INDIVIDUAL PATIENT NEEDS, RESULTING IN A THOROUGH AND PERSONAL APPROACH TO HEALTH CARE.TO ACCOMPLISH ITS MISSION, MAYO CLINIC NOT ONLY PROVIDES A VARIETY OF PROGRAMS IN DIRECT PATIENT CARE, MEDICAL EDUCATION AND RESEARCH, BUT ALSO SERVES AS THE PARENT ORGANIZATION OF A MULTI-ENTITY ORGANIZATION CONSISTING OF HOSPITALS, CLINICS, HEALTH CARE PROVIDERS AND OTHER ENTITIES PROVIDING HEALTH CARE RELATED SERVICES AND KNOWLEDGE DELIVERY TO THE PUBLIC THROUGHOUT THE WORLD. IN ROCHESTER, MAYO CLINIC WORKS COLLABORATIVELY WITH MAYO CLINIC HOSPITAL - ROCHESTER, AN AFFILIATED ENTITY COMPRISED OF SAINT MARYS CAMPUS AND METHODIST CAMPUS TO FORM AN INTEGRATED MEDICAL CENTER DEDICATED TO PROVIDING COMPREHENSIVE DIAGNOSIS AND TREATMENT IN VIRTUALLY EVERY MEDICAL AND SURGICAL SPECIALTY.MAYO CLINIC IS ALSO THE SOLE MEMBER OF MAYO CLINIC ARIZONA AND MAYO CLINIC JACKSONVILLE WHICH PROVIDE SERVICES TO PATIENTS IN THE SOUTHWEST AND SOUTHEAST REGIONS OF THE UNITED STATES. IN THE MIDWEST, MAYO CLINIC HEALTH SYSTEM SERVES OVER 60 COMMUNITIES IN MINNESOTA, WISCONSIN, AND IOWA THROUGH A NETWORK OF COMMUNITY-BASED PHYSICIANS TO PROVIDE QUALITY HEALTH CARE CLOSE TO HOME, BUT SUPPORTED BY THE HIGHLY SPECIALIZED EXPERTISE AND RESOURCES OF MAYO CLINIC.UTILIZING COMMON GOVERNANCE, SHARED SYSTEMS AND STANDARDIZED POLICIES AND PROCEDURES WHENEVER POSSIBLE, MAYO CLINIC STRIVES TO PROVIDE CONSISTENT, HIGH QUALITY HEALTH CARE SERVICES AND KNOWLEDGE DELIVERY REGARDLESS OF WHERE AND HOW THESE ARE PROVIDED. A 31-MEMBER BOARD OF TRUSTEES COMPRISED OF A MAJORITY OF PUBLIC MEMBERS ALONG WITH MAYO PHYSICIANS AND ADMINISTRATORS ENSURE THE ENTIRE ORGANIZATION REMAINS TRUE TO ITS MISSION AND CULTURE OF PROVIDING FOR THE HEALTH CARE NEEDS OF THE PUBLIC RATHER THAN FOR PRIVATE BENEFIT. PATIENT CARE IS THE FOUNDATION OF MAYO CLINIC'S MISSION. EACH YEAR, PEOPLE FROM ALL 50 STATES AND MORE THAN 137 COUNTRIES COME TO MAYO CLINIC FOR CARE. IN ROCHESTER, OVER 36,000 PATIENT CARE PHYSICIANS, RESIDENTS AND ALLIED HEALTH STAFF PROVIDED SERVICES FOR MORE THAN 1.5 MILLION OUTPATIENT VISITS IN 2016. MAYO CLINIC PROVIDES CARE TO PEOPLE COVERED BY GOVERNMENTAL PROGRAMS SUCH AS MEDICARE AND MEDICAID, AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. CHARITY CARE IS ALSO PROVIDED FOR PATIENTS THAT ARE FINANCIALLY UNABLE TO PAY FOR SERVICES PROVIDED. IN 2016, THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICAID AND MINNESOTACARE (A PROGRAM THAT PROVIDES MEDICAL ASSISTANCE FOR LOW INCOME POPULATIONS) WAS APPROXIMATELY $225,411,000. THIS AMOUNT INCLUDES $44,503,000 PAID TO MINNESOTACARE. THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICARE WAS APPROXIMATELY $1,292,874,000 AND THE COST OF CHARITY CARE PROVIDED IN 2016 WAS APPROXIMATELY $25,608,000.IN 2016, WITH SYSTEM-WIDE REVENUES OF $11 BILLION, MAYO CLINIC AND ITS AFFILIATES PROVIDED QUANTIFIABLE BENEFITS OF MORE THAN $1.1 BILLION TO THE BROADER COMMUNITY IT SERVES IN THE FORM OF HEALTH PROFESSIONAL EDUCATION, MEDICAL RESEARCH, AND DONATIONS TO CHARITABLE COMMUNITY ORGANIZATIONS. MAYO CLINIC IS DEDICATED TO SERVING ALL PATIENTS WHO NEED OUR CARE. IN 2016, OUR BENEFIT TO THOSE IN NEED INCLUDED $1.8 BILLION IN SERVICES THAT WENT UNPAID THROUGH MEDICARE, MEDICAID OR OTHER SENIOR AND INDIGENT CARE PROGRAMS, INCLUDING $83.3 MILLION IN CHARITY CARE TO PATIENTS IN SIGNIFICANT FINANCIAL NEED.MAYO CLINIC IS RECOGNIZED FOR HIGH-QUALITY PATIENT CARE MORE OFTEN THAN ANY OTHER ACADEMIC MEDICAL CENTER IN THE NATION. THESE ENDORSEMENTS REINFORCE ITS CENTURY-OLD COMMITMENT TO PROVIDE THE HIGHEST QUALITY CARE TO EACH PATIENT EVERY DAY. ALTHOUGH NO SINGLE SET OF MEASURES CAN PERFECTLY REPRESENT HEALTH CARE QUALITY, MAYO CLINIC IS PROUD TO BE RECOGNIZED. THE FOLLOWING ORGANIZATIONS RECOGNIZE MAYO CLINIC FOR HIGH LEVELS OF QUALITY AND SAFETY:-U.S. NEWS & WORLD REPORT BEST HOSPITAL IN THE NATION AND BEST HOSPITALS HONOR ROLE FOR MULTIPLE CAMPUSES-U.S. NEWS & WORLD REPORT BEST CHILDREN'S HOSPITALS-U.S. NEWS & WORLD REPORT BEST HOSPITALS FOR PROCEDURES AND CONDITIONS-CONSUMER REPORTS HOSPITAL SAFETY -THE AMERICAN COLLEGE OF SURGEONS NATIONAL SURGICAL QUALITY IMPROVEMENT PROGRAM-FORTUNE'S "100 BEST COMPANIES TO WORK FOR"MAYO CLINIC OFFERS BOTH SPECIALTY AND PRIMARY CARE IN ITS COMMUNITY PRACTICES AND CREATED A POPULATION HEALTH OFFICE IN 2013. IT IS THE CHARGE OF MAYO'S POPULATION HEALTH COMMITTEE TO TRANSFORM THE WAY COMMUNITY CARE IS DELIVERED AND IMPROVE PATIENT OUTCOMES WHILE REDUCING THE OVERALL TOTAL COST OF CARE. POPULATION HEALTH AT MAYO COORDINATES EXISTING PRACTICE MODELS WITH TRANSFORMATIONAL INITIATIVES TO BETTER ENGAGE PATIENTS, KEEP THEM HEALTHY, SUPPORT PATIENT WELLNESS GOALS AND HELP PATIENTS TO BETTER MANAGE CHRONIC ILLNESSES. THE PRACTICE CHANGE INITIATIVES DEVELOPED, TESTED AND IMPLEMENTED THROUGH THE MAYO MODEL OF COMMUNITY CARE (MMOCC) ARE AIMED AT IMPROVING THE QUALITY OF LIFE FOR PATIENTS, REDUCING OVERALL HEALTH CARE COSTS AND BUILDING A SUSTAINABLE PRACTICE MODEL THAT TRULY SUPPORTS THE NEEDS OF COMMUNITY PATIENTS. THE MAYO CLINIC CARE NETWORK CONSISTS OF INDEPENDENT HEALTH-CARE ORGANIZATIONS THAT SHARE A COMMON GOAL OF IMPROVING DELIVERY OF HEALTH CARE IN THEIR COMMUNITIES THROUGH HIGH-QUALITY, DATA DRIVEN AND EVIDENCE BASED MEDICAL CARE. MEMBERS OF THE NETWORK HAVE ACCESS TO MAYO CLINIC KNOWLEDGE, COLLABORATION TOOLS, DISEASE MANAGEMENT PROTOCOLS, CLINICAL CARE GUIDELINES, TREATMENT RECOMMENDATIONS, PATIENT EDUCATION MATERIALS AND CONTINUING MEDICAL EDUCATION OPPORTUNITIES. THE MAIN GOAL OF THE NETWORK IS TO HELP PEOPLE GAIN THE BENEFITS OF MAYO CLINIC EXPERTISE WITHOUT HAVING TO TRAVEL TO A MAYO CLINIC FACILITY. BY THE END OF 2016, THE MAYO CLINIC CARE NETWORK CONSISTED OF MORE THAN 40 MEMBERS LOCATED ACROSS THE UNITED STATES AND IN PUERTO RICO, MEXICO, UNITED ARAB EMIRATES AND SINGAPORE. 554799370 48226798 4926613 RESEARCH (SEE SCHEDULE O FOR DESCRIPTION)RESEARCH:MAYO CLINIC IS ONE OF THE PREMIER MEDICAL RESEARCH ORGANIZATIONS IN THE WORLD. INNOVATION AND IMPROVEMENT OF SCIENCE AND THE DELIVERY OF HEALTH CARE ARE ENHANCED THROUGH MAYO CLINIC'S RESEARCH PROGRAMS. CLINICAL PRACTICE OBSERVATIONS BECOME THE BASIS FOR RESEARCH STUDIES AND THE FINDINGS FROM RESEARCH FLOW BACK INTO THE PRACTICE TO IMPROVE PATIENT CARE AND OUTCOMES. PHYSICIAN/RESEARCHERS AND CAREER SCIENTISTS WORK IN TANDEM TO ADVANCE MEDICINE AND TO IMPROVE THE HEALTH AND WELLBEING OF NOT JUST MAYO CLINIC PATIENTS, BUT ALSO THE PUBLIC AT LARGE, AS THESE FINDINGS ARE DISSEMINATED WORLDWIDE.RESEARCH AT MAYO CLINIC INVOLVES THOUSANDS OF MEDICAL PROFESSIONALS COMMITTED TO SEARCHING FOR ANSWERS TO COMPLEX MEDICAL PROBLEMS WITH THE GOAL OF BRINGING NEW SOLUTIONS AND ADVANCED CARE RAPIDLY TO PATIENTS THROUGHOUT THE WORLD. IN 2016, 332 FULL-TIME SCIENTIFIC FACULTY MEMBERS, 758 PHYSICIANS AND 3,120 FULL-TIME RESEARCH PERSONNEL WERE ACTIVELY ENGAGED IN RESEARCH ACTIVITIES. THESE ACTIVITIES INCLUDE BASIC SCIENCE RESEARCH, CLINICAL TRIALS, TRANSLATIONAL RESEARCH AND HUMAN RESEARCH STUDIES. DURING 2016, MORE THAN 7,600 RESEARCH AND REVIEW ARTICLES BASED ON MAYO CLINIC RESEARCH WERE PUBLISHED IN PEER-REVIEWED JOURNALS. ALSO IN 2016 THERE WERE MORE THAN 11,000 ACTIVE RESEARCH STUDIES AND 2,937 NEW HUMAN STUDIES WERE APPROVED BY THE INSTITUTIONAL REVIEW BOARD.THROUGH MAYO CLINIC'S CENTER FOR CLINICAL AND TRANSLATIONAL SCIENCE, MAYO CLINIC COLLABORATES WITH DIVERSE COMMUNITY MEMBERS TO HELP COMMUNITY MEDICAL PROVIDERS INCORPORATE PRACTICE-BASED AND RESEARCH-BASED KNOWLEDGE TO IMPROVE OVERALL COMMUNITY HEALTH OUTCOMES AND ELIMINATE HEALTH DISPARITIES. ONE CRITICAL COMPONENT OF MAYO CLINIC'S RESEARCH EFFORTS IS THE ROCHESTER EPIDEMIOLOGY PROJECT, A COLLABORATION THAT LINKS TOGETHER NEARLY ALL OF THE MEDICAL RECORDS OF THE RESIDENTS OF OLMSTED COUNTY IN MINNESOTA. THIS UNIQUE DATABASE PROVIDES AN EXTENSIVE DATA REPOSITORY OF MEDICAL CARE DELIVERED TO COMMUNITY RESIDENTS FOR OVER HALF A CENTURY AND IS VIRTUALLY UNPARALLELED IN THE UNITED STATES.MAYO CLINIC IS ALSO IMPROVING PATIENT CARE WITH THE ACTIVITIES OF ITS NEWEST CENTERS: THE CENTER FOR THE SCIENCE OF HEALTH CARE DELIVERY, THE CENTER FOR INDIVIDUALIZED MEDICINE AND THE CENTER FOR REGENERATIVE MEDICINE. THESE STRATEGIC CENTERS ARE CHANGING HOW MEDICINE IS PRACTICED THROUGH DIRECT APPLICATION OF INNOVATIONS AND BEST PRACTICES. THE REGENERATIVE AND INDIVIDUALIZED MEDICINE CENTERS ARE ACTIVELY PURSUING ANSWERS TO COMPLEX CLINICAL PROBLEMS THROUGH CUTTING EDGE METHODOLOGIES.FUNDING OF RESEARCH ACTIVITIES AT MAYO CLINIC COMES FROM GRANTS AND CONTRACTS AS WELL AS FROM MAYO FUNDS AND GIFTS FROM GENEROUS BENEFACTORS. MAYO CLINIC AND EXTRAMURAL FUNDING FOR RESEARCH ACTIVITIES IN 2016 WAS $554,800,000. 116455281 116455281 820893136 COMMUNITY CONTRIBUTIONS:COMMUNITY GIVING AND INVOLVEMENT IS A VALUE-DRIVEN PRIORITY AT MAYO CLINIC. QUALITY PATIENT CARE, RESEARCH AND EDUCATION ARE BEST ADVANCED WITHIN A VIBRANT LOCAL COMMUNITY, WITH STRONG SOCIETAL FOUNDATIONS, SUCH AS EDUCATION, HEALTH, INCLUSIVITY, A DIVERSE ECONOMY, SUPPORTIVE SOCIAL SERVICES, AND AMENITIES THAT MAKE ROCHESTER A DESIRABLE PLACE TO LIVE AND SUPPORT SOCIAL DETERMINANTS OF HEALTH. A THRIVING COMMUNITY RELIES ON A VARIETY OF ORGANIZATIONS TO PROVIDE VITAL SERVICES AND PROGRAMS TO MEET COMMUNITY NEEDS. LIKE MOST CITIES, ROCHESTER FACES FUNDAMENTAL SOCIO-ECONOMIC CHALLENGES SUCH AS HUNGER, POVERTY, UNEQUAL ACCESS TO HEALTH CARE AND HEALTH DISPARITIES. ROCHESTER IS ALSO AN INCREASINGLY DIVERSE COMMUNITY, WITH NEWCOMERS WHO NEED HELP IN ASSIMILATING TO THEIR NEW ENVIRONMENT. MAYO CLINIC'S COMMUNITY ENGAGEMENT DIVISION WORKS TO BUILD COLLABORATIVE PARTNERSHIPS WITH LOCAL GOVERNMENTAL AGENCIES, COMMUNITY GROUPS, AND ORGANIZATIONS TO BUILD ADDITIONAL CAPACITY AND ENSURE SUSTAINABILITY TO MEET THESE EVER INCREASING NEEDS. MAYO CLINIC MAKES FINANCIAL AND IN-KIND CONTRIBUTIONS TO COMMUNITY ORGANIZATIONS BASED ON IDENTIFIED COMMUNITY HEALTH NEEDS AND FOR A VARIETY OF INITIATIVES SUCH AS HEALTH AND WELLNESS, HUMAN SERVICES, CAPACITY BUILDING, DIVERSITY AND INCLUSION, HOUSING, EDUCATION-WORKFORCE DEVELOPMENT, YOUTH ENRICHMENT (ESPECIALLY AT-RISK YOUTH) AND THE ARTS AND CULTURE. MAYO CLINIC STRIVES TO MAINTAIN A CONTRIBUTIONS PROGRAM THAT IS FISCALLY RESPONSIBLE AND SOCIALLY ACCOUNTABLE THROUGH CONTINUOUS EVALUATION, AND ALIGNED WITH ITS MISSION AS A NON-PROFIT ORGANIZATION. IN 2016, MAYO CLINIC'S COMMUNITY CONTRIBUTIONS PROGRAM PROVIDED MORE THAN $2.3 MILLION TO MORE THAN 80 NON-PROFIT ORGANIZATIONS. HIGHLIGHTS OF COMMUNITY GIVING INCLUDE: *FINANCIAL AND IN-KIND SUPPORT TO THE SALVATION ARMY GOOD SAMARITAN MEDICAL AND DENTAL CLINICS, THE ZUMBRO VALLEY MENTAL HEALTH CENTER AND SEVERAL LOCAL COMMUNITY DENTAL CLINICS TO SERVE LOCAL CITIZENS AND FAMILIES WHO CANNOT OTHERWISE AFFORD CARE AND INCREASE COMMUNITY HEALTH CARE ACCESS POINTS FOR ALL RESIDENTS. *CAPITAL SUPPORT TO COMMUNITY DENTAL SERVICES AND THE EMPOWERMENT CENTER TO EXPAND PROGRAM CAPACITY AND LONG-TERM SUSTAINABILITY FOR FACILITIES AND THEIR PROGRAMS THAT ASSIST COMMUNITY MEMBERS IN FINANCIAL NEED TO ACCESS CRITICAL RESOURCES, SUPPORT FOR EARLY CHILDHOOD-12 EDUCATION, YOUTH ENRICHMENT AND WORKFORCE DEVELOPMENT PROGRAMMING TO SUPPORT LIFELONG LEARNING AND ECONOMIC STABILITY.*MAYO CLINIC SUPPORTS HOSPITALITY HOUSES IN THE COMMUNITY SUCH AS THE RONALD MCDONALD HOUSE, THE HOPE LODGE, AND THE GIFT OF LIFE TRANSPLANT HOUSE. THESE FACILITIES PROVIDE MORE THAN 5,500 PATIENTS AND THEIR FAMILIES WITH SERIOUS AND COMPLICATED ILLNESSES WITH AN AFFORDABLE, WELCOMING RESIDENCE DURING THEIR LENGTHY VISITS TO ROCHESTER FOR EXTENDED CARE.*MAYO CLINIC PARTICIPATES IN THE COALITION FOR COMMUNITY HEALTH ACCESS INTEGRATION (CCHI), WHICH IS A PARTNERSHIP OF LOCAL AND REGIONAL COMMUNITY HEALTH CARE AND HUMAN SERVICES ORGANIZATIONS. CCHI'S MISSION IS TO CREATE OPPORTUNITIES TO COORDINATE AND INTEGRATE EFFICIENT AND EFFECTIVE SERVICES ACROSS ORGANIZATIONS TO IMPROVE THE HEALTH AND WELL-BEING OF THE OLMSTED COUNTY COMMUNITY.*MAYO CLINIC PARTNERS WITH THE OLMSTED COUNTY HEALTH DEPARTMENT, OLMSTED COUNTY MEDICAL CENTER AND OTHER AREA HEALTH PROVIDERS TO PREPARE FOR AND COORDINATE RESPONSES TO HEALTH RELATED EMERGENCIES SUCH AS EPIDEMICS AND NATURAL DISASTERS WITH THE THREAT OF MASS INJURIES/MORTALITIES.*MAYO CLINIC'S SUPPLIER DIVERSITY PROGRAM PROMOTES INNOVATION THROUGH DIVERSITY BY PROVIDING RESOURCES TO MINORITY AND WOMEN, VETERAN, SERVICE-DISABLED AND SMALL DISADVANTAGED-OWNED BUSINESSES.HEALTH INFORMATION:MAYO CLINIC PUBLISHES A VARIETY OF HEALTH INFORMATION RESOURCES TO MAKE THE RESULTS OF ITS RESEARCH AND EDUCATION PROGRAMS AVAILABLE TO THE MEDICAL COMMUNITY AND TO THE GENERAL PUBLIC. MAYO CLINIC PROCEEDINGS (A MONTHLY JOURNAL FOR PHYSICIANS AND OTHER MEDICAL PERSONNEL), MAYO CLINIC HEALTH LETTER (A MONTHLY NEWSLETTER PROVIDING HEALTH INFORMATION FOR CONSUMERS), SPECIALTY SERVICES AND PRACTICE NEWSLETTERS AND NUMEROUS HEALTH-RELATED BOOKS FOR HEALTHCARE PROFESSIONALS AND CONSUMERS ARE PUBLISHED. FROM AN ONLINE PERSPECTIVE, MAYO CLINIC HOSTS BLOGS, PODCASTS AND A VARIETY OF ONLINE HEALTH INFORMATION FOR CONSUMERS, PATIENTS, HEALTH CARE PROFESSIONALS, PHYSICIANS AND OTHER SPECIALIZED GROUPS.SHARED SERVICES:VARIOUS SHARED SERVICES THROUGHOUT MAYO PROVIDE GENERAL INFRASTRUCTURE AND SUPPORT SERVICES TO THE AFFILIATES OF MAYO CLINIC. 116455281 116455281 820893136 4093083899 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 0 1 1 1 1 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 1 1 1 1 0 0 1 X 1006 0 1 23432 1 1 1 1 GM CJ EI MX 0 0 0 0 1 25 0 0 0 X 32 18 1 1 0 1 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 1 1 1 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY ND OH OK OR PA RI SC TN UT VA WA WV WI NC IN NV X CORPORATE TAX 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 ALVARADO LINDA G TRUSTEE 5.00 0.00 X 0 0 0 ANDERSON BRADBURY BRAD H TRUSTEE 5.00 0.00 X 0 0 0 BERRY MD DANIEL J TRUSTEE 40.00 0.00 X 783288 0 73536 BOLTON JEFFREY W CAO/VP/TRUSTEE 40.00 0.00 X X 0 1205545 73520 BROKAW THOMAS J TRUSTEE 5.00 0.00 X 0 0 0 BUSKIRK MD STEVEN J TRUSTEE 1.00 40.00 X 0 645130 32836 CODINA ARMANDO TRUSTEE 5.00 0.00 X 2556 0 0 COLEMAN MARY SUE TRUSTEE 5.00 0.00 X 1422 0 0 DECKER MD WYATT W VP/TRUSTEE 1.00 40.00 X X 0 1295806 71934 DI PIAZZA JR SAMUEL A CHAIR/TRUSTEE 5.00 0.00 X X 1910 0 0 DOUGHERTY MICHAEL E TRUSTEE 5.00 0.00 X 2650 0 0 FARRUGIA MD GIANRICO VP/TRUSTEE 1.00 40.00 X X 0 1060403 66773 GEORGE WILLIAM W TRUSTEE 5.00 0.00 X 0 0 0 GOSTOUT MD BOBBIE S VP/TRUSTEE 40.00 0.00 X X 904262 0 63975 GREENE MD EDDIE L TRUSTEE 40.00 0.00 X 348736 0 67942 HALVORSON GEORGE C TRUSTEE 5.00 0.00 X 0 0 0 HARPER JR MD CHARLES M TRUSTEE 40.00 0.00 X 1275040 0 56872 HERBERGER PHD ROY A TRUSTEE 5.00 0.00 X 2871 0 0 JOHNSON PAMELA O TRUSTEE 1.00 40.00 X 0 430214 26803 KRAHN MD LOIS E TRUSTEE 1.00 40.00 X 0 409863 67761 MENKOSKY PAULA E TRUSTEE/ASST SECY 1.00 40.00 X X 0 527531 68787 MILLINER MD DAWN S TRUSTEE 40.00 0.00 X 536571 0 28989 NOSEWORTHY MD JOHN H CEO/PRESIDENT/TRUSTEE 40.00 0.00 X X 0 2718550 88120 OLSON RONALD L TRUSTEE 5.00 0.00 X 0 0 0 PETERS AULANA L TRUSTEE 5.00 0.00 X 2726 0 0 POWELL MICHAEL K TRUSTEE 5.00 0.00 X 10174 0 0 ROBERTS CORINNE TRUSTEE 5.00 0.00 X 45863 0 0 ROGER MD VERONIQUE L TRUSTEE 40.00 0.00 X 662323 0 59749 SALAZAR KENNETH L TRUSTEE 5.00 0.00 X 65433 0 0 SCHMIDT ERIC E TRUSTEE 5.00 0.00 X 0 0 0 STEER MD RANDOLPH C TRUSTEE 5.00 0.00 X 0 0 0 SWEENEY ANNE M TRUSTEE 5.00 0.00 X 67620 0 0 TAYLOR DIANA L TRUSTEE 5.00 0.00 X 0 0 0 TOMM CHARLES B TRUSTEE 5.00 0.00 X 0 0 0 WILLIAMSON MARY J TRUSTEE 40.00 0.00 X 527565 0 57999 ADKINS JR KEDRICK D CFO 1.00 40.00 X 0 918281 73285 BROWN WILLIAM A ASST TREASURER 1.00 40.00 X 0 228889 58290 FRANCIS JAMES R ASST TREASURER 1.00 40.00 X 0 389912 78082 FROISLAND JEFFREY R ASST TREASURER 1.00 40.00 X 0 301004 52429 GORMAN PAUL A ASST TREASURER 40.00 0.00 X 1020924 0 418659 HAEFLINGER RICKY J ASST TREASURER 40.00 0.00 X 673914 0 268392 HOFFMAN III HARRY N TREASURER 40.00 0.00 X 1504081 0 522693 HUBERT SHERRY L ASST SECY 1.00 40.00 X 0 284861 68013 LOCKETT KEVIN M ASST TREASURER 1.00 40.00 X 0 243539 54973 MURPHY JOSHUA B CLO/SECRETARY 1.00 40.00 X 0 583951 66124 NORBY MARK L ASST TREASURER 1.00 40.00 X 0 252510 33019 UHLENKAMP SUSAN M ASST TREASURER 1.00 40.00 X 0 284780 55523 WEBER JOAN A ASST TREASURER 1.00 40.00 X 0 341099 54841 ZORN CHRISTINA K ASST SECY 1.00 40.00 X 0 487405 57173 AGERTER MD DAVID C REGIONAL VP-SEMN 40.00 0.00 X 620335 0 30208 CAMILLERI MD MICHAEL EXEC DEAN OF DEVELOPMENT 40.00 0.00 X 750761 0 86286 DIASIO MD ROBERT B DIRECTOR OF CANCER CENTER 40.00 0.00 X 810122 0 27811 GERTZ MD MORIE A PHYSICIAN 40.00 0.00 X 676997 0 30343 GORES MD GREGORY J EXEC DEAN OF RESEARCH 40.00 0.00 X 857625 0 72171 HADAWAY CHERYL J CHAIR OF DEVELOPMENT 40.00 0.00 X 468081 0 29161 HAYES MD DAVID L PHYSICIAN 40.00 0.00 X 685035 0 36716 HEBL MD JAMES R REGIONAL VP-SWMN 40.00 0.00 X 547437 0 58834 HORLOCKER MD TERESE T PHYSICIAN 40.00 0.00 X 512934 0 69066 KHAN MD AMIR R PHYSICIAN 40.00 0.00 X 508667 0 59965 KOCH MARK B CHAIR - MCHS ADMINISTRATION 40.00 0.00 X 530666 0 21284 MEYER MD FREDRIC B EXEC OF DEAN EDUCATION 40.00 1.00 X 688527 441925 83341 MORICE MD WILLIAM G CHAIR-LAB MED & PATHOLOGY 40.00 0.00 X 548765 0 66709 NARR MD BRADLY J PHYSICIAN 40.00 0.00 X 570773 0 32617 NELSON MD HEIDI CHAIR - SURGERY 40.00 0.00 X 687276 0 79072 OKUNO MD SCOTT H PHYSICIAN 40.00 0.00 X 477517 0 70847 THIELEN MD KENT R CHAIR OF RADIOLOGY 40.00 0.00 X 799816 0 65192 WALD MD JOHN T PHYSICIAN 40.00 0.00 X 687419 0 73658 WARNER MD MARK A PHYSICIAN 40.00 0.00 X 666509 0 29641 WHITED MD BRIAN L VICE CHAIR - MCHS 40.00 0.00 X 514960 0 76308 BYDON MD MOHAMAD PHYSICIAN 40.00 0.00 X 1063259 0 49575 DEARANI MD JOSEPH A PHYSICIAN 40.00 0.00 X 1057152 0 77097 KRAUSS MD WILLIAM E PHYSICIAN 40.00 0.00 X 1164873 0 69858 LANZINO MD GIUSEPPE PHYSICIAN 40.00 0.00 X 1085105 0 72076 MARSH MD W RICHARD PHYSICIAN 40.00 0.00 X 1241171 0 31426 HOFFMAN MARY J FORMER OFFICER 0.00 40.00 X 0 561737 19518 OVIATT JONATHAN J FORMER OFFICER 0.00 40.00 X 0 294605 77403 SANDEEN DARRELL L FORMER OFFICER 0.00 40.00 X 0 338143 59882 SCHWENK MD NINA M FORMER OFFICER 40.00 0.00 X 336785 0 29481 BLACK MD JOHN L FORMER KEY EMPLOYEE 40.00 0.00 X 421018 0 28474 FOOTE MD ROBERT L FORMER KEY EMPLOYEE 40.00 0.00 X 647823 0 68199 KING MD BERNARD F FORMER KEY EMPLOYEE 40.00 0.00 X 753843 0 78649 LARUSSO MD NICHOLAS F FORMER KEY EMPLOYEE 40.00 0.00 X 829561 0 33221 NESSE MD ROBERT E FORMER KEY EMPLOYEE 0.00 40.00 X 0 960336 32222 NICHOLS III MD FRANCIS C FORMER KEY EMPLOYEE 40.00 0.00 X 600017 0 77105 PAIGE SR KEVIN A FORMER KEY EMPLOYEE 40.00 0.00 X 451754 0 76867 RIZZA MD ROBERT A FORMER KEY EMPLOYEE 40.00 0.00 X 510663 0 32374 ROCK MD MICHAEL G FORMER KEY EMPLOYEE 40.00 0.00 X 649258 0 27780 SANTRACH MD PAULA J FORMER KEY EMPLOYEE 40.00 0.00 X 439267 0 70858 SWENSEN MD STEPHEN J FORMER KEY EMPLOYEE 40.00 0.00 X 756909 0 79136 33058609 15206019 4957523 4201 1 1 0 MAYO FOUNDATION FOR MEDICAL EDUCATION & 200 FIRST STREET SW ROCHESTER MN 55905 PROCUREMENT & MED SUPPORT SERVICES 452484743 MAYO CLINIC HOSPITAL - ROCHESTER 200 FIRST STREET SW ROCHESTER MN 55905 MEDICAL SUPPORT SERVICES 1556438 MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 MEDICAL SUPPORT SERVICES 1386761 MAYO CLINIC ARIZONA 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 MEDICAL SUPPORT SERVICES 404332 GOLD CROSS AMBULANCE SERVICE 200 FIRST STREET SW ROCHESTER MN 55905 MEDICAL SUPPORT SERVICES 292644 5 75108 559919467 257284320 363520978 21554632 1180799873 NET PATIENT CARE 621110 2807819872 2199348634 608471238 SHARED SERVICES 561000 820893136 814354836 6538300 EDUCATION REVENUE 611600 53957604 53957604 MEDICAL PRODUCT SALES 446199 7782471 7782471 RESEARCH REVENUE 541700 4926614 2950491 1976123 3695379697 62550772 -9379461 71930233 1389 1389 25003500 25003500 1584110 1385318 198792 198792 198792 2333649523 5865545 2171925328 10484874 161724195 -4619329 157104866 157104866 CAFETERIA/VENDING 722210 11242536 11242536 MANAGEMENT FEE REVENUE 541610 9232585 5517787 3633325 81473 PARKING 812930 4664443 4664443 5955930 2764494 1183366 2008070 31095494 5152134383 3122923742 605884591 242526177 X 162137342 162137342 11481666 11481666 2307316 2307316 23707512 15567841 7201080 938591 17789960 16534043 1255917 1842150507 1763814008 62180091 16156408 167365639 160248502 5649272 1467865 248509173 237941449 8388198 2179526 113948183 109102595 3846216 999372 12726117 864974 11760993 100150 35384225 9182585 26201640 803145 803145 711402 711402 5920362 5920362 1154630131 778779350 369649528 6201253 16795281 6963655 9309723 521903 183159802 172697230 6935795 3526777 134815571 35418927 99278363 118281 5569102 5546265 1766 21071 77963276 28448893 48278044 1236339 55225323 52355943 1495389 1373991 5457652 5400463 39286 17903 79059473 4773828 74285645 151395389 145215440 5622284 557665 11176499 11171678 21 4800 MEDICAL SUPPLIES 265823147 265823147 UBIT 11482911 11482911 MN CARE TAX 48846987 48846987 BAD DEBT EXPENSE 24144152 19650075 4494077 24225850 22006552 2096503 122795 4894713095 4093083899 765373104 36256092 1230948 2724583 3029577 93250 310537538 288976839 518770015 442190332 214702949 209066321 5077796 6676551 11869818 13932243 3102645753 1808281958 1253900011 1294363795 180744233 267763924 6383789949 6587290056 1245417 1245417 1166584132 1452953678 10051482383 10567276989 1734137084 2440043092 25890779 32633815 1496431325 1497739644 961579245 1188545165 3193848484 3415546010 7411886917 8574507726 X 566877020 -172760245 1136153488 1146255307 936564958 1019274201 2639595466 1992769263 10051482383 10567276989 X 257421288 67286910 -971534401 X 0 1 X 1 1 1 X 781802012 897920716 719080681 1010332924 1180799873 4589936206 2512392180 2711840403 2418987212 2890288119 3122923742 13656431656 4630871 4635480 4570629 4433234 4664443 22934657 3298825063 3614396599 3142638522 3905054277 4308388058 18269302519 0 0 0 18269302519 216682004 256627476 83892931 67235999 73514343 697952753 11663527 46078015 62443018 34562859 42801655 197549074 228345531 302705491 146335949 101798858 116315998 895501827 310695 483465 570564 1382377 8627843 11374944 3527481289 3917585555 3289545035 4008235512 4433331899 19176179290 0.95270 0.95030 0.04670 0.04950 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2012 AMOUNT: $ 310,695. 2013 AMOUNT: $ 483,465. 2014 AMOUNT: $ 570,564. 2015 AMOUNT: $ 1,382,377. 2016 AMOUNT: $ 8,627,843. SCHEDULE A PART I LINE 2: WHILE THE IRS DETERMINED THAT MAYO CLINIC QUALIFIES UNDER LINE 10, AN ORGANIZATION THAT NORMALLY RECEIVES: (1) MORE THAN 33 1/3% OF ITS SUPPORT FROM CONTRIBUTIONS, MEMBERSHIP FEES, AND GROSS RECEIPTS FROM ACTIVITIES RELATED TO ITS EXEMPT FUNCTIONS, AND (2) NO MORE THAN 33 1/3% OF ITS SUPPORT FROM GROSS INVESTMENT INCOME AND UNRELATED BUSINESS TAXABLE INCOME, WE BELIEVE THAT IT ALSO QUALIFIES UNDER THE CLASSIFICATION OF LINE 2 - A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II), LINE 3 - A HOSPITAL OR A COOPERATIVE HOSPITAL SERVICE ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III), AND LINE 7, AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(A)(VI). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 1 0 1 1 1 803145 803145 0 PART II-B, LINE 1: DURING 2016, MAYO CLINIC (MAYO) OFFICIALS HAD MEETINGS AND CONTACTS WITH FEDERAL AND STATE GOVERNMENT OFFICIALS, INCLUDING MEMBERS OF CONGRESS, STATE LEGISLATURES, AND RESPECTIVE EXECUTIVE BRANCH OFFICIALS TO DISCUSS VARIOUS HEALTH CARE REFORM PROPOSALS AND PROPOSED LEGISLATION. THESE DISCUSSIONS AND MEETINGS WERE HELD IN ROCHESTER, MN AS WELL AS WASHINGTON, D.C., ST. PAUL, MN AND OTHER MAYO CLINIC SITE LOCATIONS. IN ADDITION, MAYO SENT CORRESPONDENCE TO MEMBERS, STAFF AND OTHER GOVERNMENT OFFICIALS OUTLINING MAYO'S POSITIONS AND RECOMMENDATIONS ON LEGISLATION AND PROPOSED REGULATIONS. MAYO PROVIDES INFORMATION OR EXPRESSES ITS CONCERN TO LEGISLATIVE BODIES AND GOVERNMENT OFFICIALS ON MATTERS DIRECTLY RELATED TO HEALTH, THE DELIVERY OF HEALTH CARE AND MEDICAL EDUCATION AND/OR RESEARCH. IN 2016, MAYO REPRESENTATIVES HAD SEVERAL MEETINGS WITH MEMBERS OF THE LEGISLATIVE AND EXECUTIVE BRANCHES OF GOVERNMENT TO DISCUSS ISSUES RELATING TO PATIENT CARE, EDUCATION AND RESEARCH. IN ADDITION TO CORRESPONDENCE, MAYO EXPRESSES ITS PERSPECTIVE ON POLICY ISSUES VIA EDITORIALS AND IN RESPONSES TO MEDIA INQUIRIES. ON OCCASION, MAYO'S POLICY PERSPECTIVE MAY BE INCLUDED IN THE SPEECH CONTENT OF MAYO LEADERS. THE MAJORITY OF EXPENSES RELATED TO LOBBYING ARE INCURRED BY MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER), AN AFFILIATED SUPPORT ORGANIZATION OF MAYO CLINIC. IN 2016, THE EXPENSES ASSOCIATED WITH THE ABOVE LOBBYING ACTIVITIES THAT ARE REPORTED ON MAYO CLINIC GROUP 2016 FEDERAL FORM 990(OF WHICH MFMER IS A SUBORDINATE) TOTALED $1,302,854. SCHEDULE C PART II-B LINE 1I THE AMOUNT IN OTHER ACTIVITIES REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING. X 0 2949847568 97648438 167579144 48309159 3166765991 2925727513 116977304 33069061 125926310 2949847568 2451147929 103503897 371075687 2925727513 2035343891 139591588 315961191 39748741 2451147929 1780921634 52562392 240953623 39093758 2035343891 0.48000 0.33000 0.19000 0 0 85763811 85763811 1624792688 880820586 743972102 47485282 30387259 17098023 1138077112 897074113 241002999 206526860 206526860 1294363795 MAYO POOLED INVESTMENTS 6581225823 F BOND-RELATED TRUSTEE HELD INVEST 1382082 F TECH BASED VENTURES 4682151 C 6587290056 DUE FROM AFFILIATES 638345745 INVESTMENTS IN SUBSIDIARIES 588459980 CONTRIBUTED ASSETS PENDING DISPOSAL 103034136 ART 3167394 TRUSTS 76889575 DEFERRED INCOME TAX ASSET 43056848 1452953678 DUE TO AFFILIATES 3147782086 DEFERRED COMPENSATION LIABILITY 267763924 3415546010 X PART III, LINE 1A: MAYO CLINIC PERIODICALLY RECEIVES WORKS OF ART FROM VARIOUS BENEFACTORS. THESE ITEMS ARE UNIQUE IN NATURE AND ARE HELD ON DISPLAY FOR THE BENEFIT AND ENJOYMENT OF MAYO'S PATIENTS. IT IS MAYO'S POLICY TO NEITHER CAPITALIZE CONTRIBUTED WORKS OF ART, NOR RECORD THE RELATED CONTRIBUTION REVENUE. IN THE RARE OCCURRENCE THAT MAYO CLINIC COMMISSIONS ART; IT IS REFLECTED AS AN EXPENSE OR ON THE BALANCE SHEET. PART III, LINE 4: THE PRIMARY MISSION OF MAYO CLINIC IS EXCELLENCE IN PATIENT CARE, YET ITS FOUNDERS RECOGNIZED THAT CARING FOR THE WHOLE PATIENT EXTENDS BEYOND TREATING PHYSICAL AILMENTS. SINCE ITS INCEPTION, MAYO HAS USED ART, ARCHITECTURE AND BEAUTY IN SURROUNDINGS TO ADDRESS THE "SPIRITUAL ASPECTS" OF MEDICAL CARE. BENEFACTOR GIFTS FROM PATIENTS, FRIENDS, EMPLOYEES OR ALUMNI HELP MAYO SUPPORT THE ACQUISITION OF ART USED TO HUMANIZE THE MEDICAL ENVIRONMENT AND COMPLEMENT THE BELIEF THAT RESTORING THE MIND AND SPIRIT IS AN IMPORTANT PART OF MAKING THE BODY WELL. WORKS OF ART DISPLAYED ACROSS THE MAYO CAMPUS PROVIDE BEAUTY, PRESERVATION OF HERITAGE AND RESPECT FOR THE DIVERSITY OF PATIENTS, VISITORS AND STAFF. PART V, LINE 4: THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR RESEARCH AND EDUCATION PROGRAMS. PART X, LINE 2: PORTION OF INCOME TAX FOOTNOTE FROM MAYO CLINIC CONSOLIDATED AUDITED FINANCIALS STATEMENTS: MOST OF THE INCOME RECEIVED BY THE CLINIC AND ITS SUBSIDIARIES IS EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. SOME OF ITS SUBSIDIARIES ARE TAXABLE ENTITIES, AND SOME OF THE INCOME RECEIVED BY OTHERWISE EXEMPT ENTITIES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME (UBI). THE CLINIC OR ITS SUBSIDIARIES FILE INCOME TAX RETURNS IN THE U.S. FEDERAL, VARIOUS STATE, AND FOREIGN JURISDICTIONS. THE STATUTES OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 REMAIN OPEN IN THE MAJOR U.S. TAXING JURISDICTIONS IN WHICH THE CLINIC AND SUBSIDIARIES ARE SUBJECT TO TAXATION. THE INTERNAL REVENUE SERVICE (IRS) PERFORMED AN EXAMINATION OF THE TAX AND INFORMATION RETURNS OF THE CLINIC AND TWO SUBSIDIARIES FOR 2005 AND 2006. THE IRS HAS CONCLUDED A LIMITED-SCOPE AUDIT OF THE CLINIC FOR TAX YEAR 2011. AS OF DECEMBER 31, 2015, THE IRS PROPOSED AN $11 MILLION TAX AND INTEREST ASSESSMENT FOR 2005 THROUGH 2012 THAT THE CLINIC PAID. THE CLINIC HAS FILED A CLAIM FOR REFUND FOR THESE AMOUNTS, WHICH WAS REJECTED BY THE IRS. THE CLINIC IS LITIGATING THE DENIAL OF THE CLAIMS IN U.S. DISTRICT COURT. MANAGEMENT HAS TAKEN THIS INTO CONSIDERATION DURING ITS DETERMINATION OF UNRECOGNIZED TAX BENEFITS. THE CLINIC HAS RECORDED $3 MILLION TAX INCLUDING INTEREST AND PENALTIES, FOR UNCERTAIN TAX POSITIONS DURING THE YEAR ENDED DECEMBER 31, 2016. IT IS NOT ANTICIPATED THAT A SIGNIFICANT CHANGE IN THE RESERVE WILL OCCUR OVER THE NEXT 12 MONTHS. THE CLINIC'S PRACTICE IS TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE RACIALLY NONDISCRIMINATORY POLICY OF THE MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE, WHICH DRAWS STUDENTS FROM ACROSS THE UNITED STATES AND AROUND THE WORLD, IS MADE AVAILABLE IN ALL OF ITS PUBLISHED DOCUMENTS AND WEBSITE TO ANY INTERESTED APPLICANTS. SCHEDULE E, PART I, LINE 6 MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE/MAYO CLINIC RECEIVES FUNDS FROM THE STATE OF MINNESOTA FOR MAYO MEDICAL SCHOOL STUDENTS WHO ARE RESIDENTS OF MINNESOTA. IN ADDITION, FEDERAL DIRECT STUDENT LOANS (SUBSIDIZED, UNSUBSIDIZED, PARENT PLUS AND GRADPLUS) ARE AVAILABLE FOR STUDENTS IN THE MAYO CLINIC SCHOOL OF MEDICINE, MAYO CLINIC GRADUATE SCHOOL OF BIOMEDICAL SCIENCES AND MAYO CLINIC SCHOOL OF HEALTH SCIENCES. FINALLY, QUALIFYING UNDERGRADUATE STUDENTS IN THE MAYO CLINIC SCHOOL OF HEALTH SCIENCES ARE ELIGIBLE FOR FUNDS FOR THE FEDERAL PELL GRANT PROGRAM. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 133 TRAVEL - INTERNATIONAL CONFERENCE 242558 EAST ASIA AND THE PACIFIC 0 814 TRAVEL - INTERNATIONAL CONFERENCE 1498990 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 2072 TRAVEL - INTERNATIONAL CONFERENCE 3951138 MIDDLE EAST AND NORTH AFRICA 0 280 TRAVEL - INTERNATIONAL CONFERENCE 465828 NORTH AMERICA 0 989 TRAVEL - INTERNATIONAL CONFERENCE 1424190 RUSSIA AND THE NEIGHBORING STATES 0 45 TRAVEL - INTERNATIONAL CONFERENCE 80000 SOUTH AMERICA 0 330 TRAVEL - INTERNATIONAL CONFERENCE 624085 SOUTH ASIA 0 171 TRAVEL - INTERNATIONAL CONFERENCE 211493 SUB-SAHARAN AFRICA 0 99 TRAVEL - INTERNATIONAL CONFERENCE 203995 MIDDLE EAST AND NORTH AFRICA 0 7 PROGRAM SERVICES PATIENT CARE 627711 EAST ASIA AND THE PACIFIC 0 5 PROGRAM SERVICES MANAGEMENT CONSULTING 174640 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 3 PROGRAM SERVICES MANAGEMENT CONSULTING 74849 NORTH AMERICA 0 4 PROGRAM SERVICES EDUCATION CONFERENCE - MAYO SPONSOR 172293 MIDDLE EAST AND NORTH AFRICA 0 5 PROGRAM SERVICES EDUCATION CONFERENCE - MAYO SPONSOR 102681 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS NORTH AMERICA 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS RUSSIA AND THE NEIGHBORING STATES 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS SOUTH AMERICA 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS SOUTH ASIA 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS CENTRAL AMERICA AND THE CARIBBEAN 0 0 FUNDRAISING 74629 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1345736447 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 3452091 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 383275963 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS 8469061 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS 798093049 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 292699 NORTH AMERICA 0 0 INVESTMENTS 83649619 RUSSIA AND THE NEIGHBORING STATES 0 0 INVESTMENTS 1820629 SOUTH AMERICA 0 0 INVESTMENTS 8592593 SOUTH ASIA 0 0 INVESTMENTS 40865709 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 23832934 EAST ASIA AND THE PACIFIC 0 11 PROGRAM SERVICES PATIENT SERVICES 406297 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 14 PROGRAM SERVICES PATIENT SERVICES 174125 MIDDLE EAST AND NORTH AFRICA 0 5 PROGRAM SERVICES PATIENT SERVICES 395949 NORTH AMERICA 0 15 PROGRAM SERVICES PATIENT SERVICES 412777 SOUTH AMERICA 0 13 PROGRAM SERVICES PATIENT SERVICES 580418 0 4834 0 181 0 5015 8498282 2701481158 2709979440 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 30800 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 23465 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 18200 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 22000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 65152 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 154205 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 131000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 38300 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 25000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 8781 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 93013 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 16345 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 204094 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 82134 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 45000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 20525 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 96419 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 146338 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 63840 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 32224 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 62076 CHECK, ELECTRONIC FUND, OR 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SUBAWARD 8293 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 20000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 84939 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 188327 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 SUB-SAHARAN AFRICA RESEARCH SUBAWARD 5495 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 0 36 1 1 1 1 1 1 PART I, LINE 2: FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE REGULARLY MONITORED BY THE FILING ORGANIZATION FOR COMPLIANCE WITH EITHER THE FEDERAL REGULATIONS AND/OR THE CONTRACT PROVISIONS. SEE ALSO SCHEDULE I, PART IV FOR ADDITIONAL INFORMATION ON MAYO CLINIC'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AS THE SAME PROCEDURES APPLY TO DOMESTIC AND FOREIGN GRANTS. GENERAL INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES IS REPORTED BASED ON WHERE PAYMENTS WERE REMITTED. OUR CURRENT REPORTING SYSTEM DOES NOT TRACK ACTIVITIES OUTSIDE THE UNITED STATES BY LOCATION OF SERVICE. PART I, LINE 3: ACCRUAL METHOD X X X X X 1 GRAY PLANT MOOTY 500 IDS CENTER 80 SOUTH 8TH ST MINNEAPOLIS MN 55402 CONSULTS ON LEGAL ISSUES 0 0 12108 -12108 MAUREEN OTIS 4850 WRIGHT RD STE 168 STAFFORD TX 77477 CONSULTS ON LEGAL ISSUES 0 0 14338 -14338 PMX AGENCY FKA PARADYSZ MATERA COMPANY INC 5 HANOVER SQUARE 6TH FLOOR NEW YORK NY 10004 CONSULTING 0 0 14529 -14529 CCAH (CHAPMAN CUBINE AND HUSSEY) 2000 15TH STREET NORTH SUITE 550 ARLINGTON VA 22201 CONSULTING 0 0 197150 -197150 TARGET MARKETEAM INC 600 NORTHPARK TOWN CTR1200 ABERNAT ATLANTA GA 30328 CONSULTING 0 0 333500 -333500 FOLEY AND LARDNER ONE INDEPENDENT DR SUITE 1300 JACKSONVILLE FL 32202 CONSULTS ON LEGAL ISSUES 0 0 74744 -74744 THE STELTER COMPANY 10435 NEW YORK AVE DES MOINES IA 50322 DIRECT MAIL SERVICES 0 0 65033 -65033 711402 -711402 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY SCHEDULE G, PART I, LINE 2B, COLUMN (V) 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CLINIC HEALTH SYSTEM - MANKATO 1025 MARSH STREET MANKATO MN 56001 411236756 501(C)(3) 6576 0 SUPPORT CHARITABLE PROGRAMS MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 200 FIRST STREET SW ROCHESTER MN 55905 411506440 501(C)(3) 2930018 0 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--RED WING 701 HEWIT BOULEVARD RED WING MN 55066 411713783 501(C)(3) 25132 0 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC FLORIDA 4201 BELFORT ROAD JACKSONVILLE FL 32216 590714831 501(C)(3) 40173 0 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 593337028 501(C)(3) 63404768 0 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC ARIZONA 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 860800150 501(C)(3) 43755766 0 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--ALBERT LEA AND AUSTIN 1000 FIRST DRIVE NW AUSTIN MN 55912 411404075 501(C)(3) 384430 0 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC 700 WEST AVE SOUTH LA CROSSE WI 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CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION INC 700 WEST AVE SOUTH LA CROSSE WI 54601 391186647 501(C)(3) 404738 0 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--FAIRMONT 800 CLINIC CIRCLE FAIRMONT MN 56031 410760836 501(C)(3) 286887 0 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--AUSTIN FOUNDATION 300 EIGHTH AVE NW AUSTIN MN 55912 300107471 501(C)(3) 24107 0 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--MANKATO HEALTH CARE FOUNDATION 1025 MARSH STREET MANKATO MN 56002 411663357 501(C)(3) 358407 0 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--NEW PRAGUE 301 SECOND STREET NE NEW PRAGUE MN 56071 410723639 501(C)(3) 12879 0 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--WASECA 501 NORTH STATE STREET WASECA MN 56093 363606405 501(C)(3) 60524 0 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--SPRINGFIELD 625 NORTH JACKSON AVENUE SPRINGFIELD MN 56087 411893827 501(C)(3) 20857 0 SUPPORT CHARITABLE PROGRAMS 259 25 MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE SCHOLARSHIPS 182 4522047 FINANCIAL HARDSHIP 23 55030 MEDICAL STUDENT STIPENDS 500 6722198 RESEARCH GRANT SUBAWARDS 1 182391 PART I, LINE 2: AS A PRIVATE TRUST FOR THE PUBLIC GOOD, MAYO IS DEDICATED TO GIVING BACK TO THE COMMUNITIES IN WHICH ITS EMPLOYEES LIVE AND WORK. MAYO INVESTS RESOURCES RESPONSIBLY TO PRODUCE THE BEST OUTCOMES FOR PATIENT CARE, EDUCATION, RESEARCH, COMMUNITY ENRICHMENT AND SUSTAINABILITY. GRANT APPLICATIONS ARE REVIEWED AND PRIORITIZED IN HOW THEY: - ADDRESS SIGNIFICANT AND EMERGENT COMMUNITY NEEDS - ALIGN WITH MAYO'S MISSION - IMPROVE HEALTH OF INDIVIDUALS IN THE COMMUNITY - DEMONSTRATE PARTNERSHIP AND COLLABORATION BUILDING - ENABLE LONG TERM CAPACITY BUILDING AND SUSTAINABILITY MONITORING OF GRANTS GIVEN IS DEPENDENT ON TYPE. LARGER MULTI-YEAR AND CAPITAL GRANTS ARE MONITORED FOR ACHIEVEMENT OF STATED GOALS WITHIN THE GRANT AGREEMENT. SINGLE-YEAR OPERATIONAL AND PROGRAMMATIC GRANTS ARE NOT MONITORED AFTER THE FUNDS HAVE BEEN DISBURSED; HOWEVER, ADDITIONAL FUNDING REQUESTS ARE CONSIDERED BASED ON USE AND OUTCOMES OF PREVIOUSLY AWARDED GRANTS. TRANSFERS OR GRANTS TO TAX-EXEMPT ORGANIZATIONS AND/OR AFFILIATED TAX-EXEMPT ORGANIZATIONS WILL BE USED PURSUANT TO THE POLICIES AND PROCEDURES OF THE GRANTEE ORGANIZATIONS AND TO FURTHER THE EXEMPT PURPOSES OF THE GRANTEE ORGANIZATIONS. BOTH THE FILING ORGANIZATION AND THE GRANTEE ORGANIZATION MAINTAIN ADEQUATE BOOKS AND RECORDS OF SUCH TRANSFERS OR GRANTS. NO ADDITIONAL MONITORING IS PERFORMED. FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE MONITORED BY MAYO AS PRESCRIBED IN OMB CIRCULAR A-133. MAYO PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO EMPLOYEES EXPERIENCING TEMPORARY HARDSHIPS. GRANTS ARE PROVIDED BASED ON A PROVEN NEED AND ARE NOT MONITORED. MEDICAL STUDENT STIPENDS ARE PAID TO STUDENTS IN THE MAYO CLINIC SCHOOL OF GRADUATE MEDICAL EDUCATION, THE MD/PHD PROGRAM AND SELECT PROGRAMS (RESIDENCIES OR FELLOWSHIPS) IN THE MAYO CLINIC SCHOOL OF HEALTH SCIENCES TO HELP OFFSET THE COST OF THE STUDENT'S LIVING EXPENSES AND ARE NOT MONITORED. MAYO CLINIC'S SCHOOLS OFFER BOTH MERIT-BASED AND NEEDS-BASED SCHOLARSHIPS AND GRANTS THAT ARE CONTINGENT UPON ON-GOING SATISFACTORY ACADEMIC PROGRESS. X X X X X 1 1 X X X X X 1 1 1 0 0 0 0 0 0 BERRY MD DANIEL J TRUSTEE 638018 0 0 0 145270 0 47233 0 26303 0 856824 0 0 0 BOLTON JEFFREY W CAO/VP/TRUSTEE 0 1024642 0 0 0 180903 0 52417 0 21103 0 1279065 0 0 BUSKIRK MD STEVEN J TRUSTEE 0 557746 0 0 0 87384 0 10645 0 22191 0 677966 0 0 DECKER MD WYATT W VP/TRUSTEE 0 1104345 0 0 0 191461 0 42641 0 29293 0 1367740 0 0 FARRUGIA MD GIANRICO VP/TRUSTEE 0 918114 0 0 0 142289 0 39671 0 27102 0 1127176 0 0 GOSTOUT MD BOBBIE S VP/TRUSTEE 812721 0 0 0 91541 0 55227 0 8748 0 968237 0 0 0 GREENE MD EDDIE L TRUSTEE 329958 0 0 0 18778 0 50308 0 17634 0 416678 0 0 0 HARPER JR MD CHARLES M TRUSTEE 1079127 0 0 0 195913 0 32170 0 24702 0 1331912 0 0 0 JOHNSON PAMELA O TRUSTEE 0 396046 0 0 0 34168 0 10649 0 16154 0 457017 0 0 KRAHN MD LOIS E TRUSTEE 0 359892 0 0 0 49971 0 43790 0 23971 0 477624 0 0 MENKOSKY PAULA E TRUSTEE/ASST SECY 0 473908 0 0 0 53623 0 43078 0 25709 0 596318 0 0 MILLINER MD DAWN S TRUSTEE 470879 0 0 0 65692 0 10600 0 18389 0 565560 0 0 0 NOSEWORTHY MD JOHN H CEO/PRESIDENT/TRUSTEE 0 2218796 0 0 0 499754 0 63298 0 24822 0 2806670 0 0 ROGER MD VERONIQUE L TRUSTEE 556287 0 0 0 106036 0 52700 0 7049 0 722072 0 0 0 WILLIAMSON MARY J TRUSTEE 473908 0 0 0 53657 0 32290 0 25709 0 585564 0 0 0 ADKINS JR KEDRICK D CFO 0 827378 0 0 0 90903 0 52792 0 20493 0 991566 0 0 BROWN WILLIAM A ASST TREASURER 0 225689 0 0 0 3200 0 37142 0 21148 0 287179 0 0 FRANCIS JAMES R ASST TREASURER 0 362365 0 0 0 27547 0 50188 0 27894 0 467994 0 0 FROISLAND JEFFREY R ASST TREASURER 0 293866 0 0 0 7138 0 38985 0 13444 0 353433 0 0 GORMAN PAUL A ASST TREASURER 496791 0 406422 0 117711 0 390892 0 27767 0 1439583 0 406422 0 HAEFLINGER RICKY J ASST TREASURER 342112 0 258750 0 73052 0 247929 0 20463 0 942306 0 258750 0 HOFFMAN III HARRY N TREASURER 657893 0 594000 0 252188 0 501136 0 21557 0 2026774 0 594000 0 HUBERT SHERRY L ASST SECY 0 282002 0 0 0 2859 0 42912 0 25101 0 352874 0 0 LOCKETT KEVIN M ASST TREASURER 0 242601 0 0 0 938 0 24871 0 30102 0 298512 0 0 MURPHY JOSHUA B CLO/SECRETARY 0 543176 0 0 0 40775 0 40195 0 25929 0 650075 0 0 NORBY MARK L ASST TREASURER 0 251892 0 0 0 618 0 27036 0 5983 0 285529 0 0 UHLENKAMP SUSAN M ASST TREASURER 0 283722 0 0 0 1058 0 37884 0 17639 0 340303 0 0 WEBER JOAN A ASST TREASURER 0 331149 0 0 0 9950 0 45829 0 9012 0 395940 0 0 ZORN CHRISTINA K ASST SECY 0 465121 0 0 0 22284 0 31494 0 25679 0 544578 0 0 AGERTER MD DAVID C REGIONAL VP-SEMN 540719 0 0 0 79616 0 10622 0 19586 0 650543 0 0 0 CAMILLERI MD MICHAEL EXEC DEAN OF DEVELOPMENT 639368 0 0 0 111393 0 59553 0 26733 0 837047 0 0 0 DIASIO MD ROBERT B DIRECTOR OF CANCER CENTER 676120 0 0 0 134002 0 5300 0 22511 0 837933 0 0 0 GERTZ MD MORIE A PHYSICIAN 586104 0 0 0 90893 0 10608 0 19735 0 707340 0 0 0 GORES MD GREGORY J EXEC DEAN OF RESEARCH 725193 0 0 0 132432 0 46802 0 25369 0 929796 0 0 0 HADAWAY CHERYL J CHAIR OF DEVELOPMENT 419770 0 0 0 48311 0 10620 0 18541 0 497242 0 0 0 HAYES MD DAVID L PHYSICIAN 545445 0 0 0 139590 0 10622 0 26094 0 721751 0 0 0 HEBL MD JAMES R REGIONAL VP-SWMN 484545 0 15000 0 47892 0 33077 0 25757 0 606271 0 0 0 HORLOCKER MD TERESE T PHYSICIAN 460446 0 0 0 52488 0 49726 0 19340 0 582000 0 0 0 KHAN MD AMIR R PHYSICIAN 466099 0 0 0 42568 0 34281 0 25684 0 568632 0 0 0 KOCH MARK B CHAIR - MCHS ADMINISTRATION 475960 0 0 0 54706 0 10700 0 10584 0 551950 0 0 0 MEYER MD FREDRIC B EXEC OF DEAN EDUCATION 496246 436468 0 0 192281 5457 7950 46726 14716 13949 711193 502600 0 0 MORICE MD WILLIAM G CHAIR-LAB MED & PATHOLOGY 494406 0 0 0 54359 0 40409 0 26300 0 615474 0 0 0 NARR MD BRADLY J PHYSICIAN 477123 0 0 0 93650 0 10645 0 21972 0 603390 0 0 0 NELSON MD HEIDI CHAIR - SURGERY 586554 0 0 0 100722 0 60581 0 18491 0 766348 0 0 0 OKUNO MD SCOTT H PHYSICIAN 432318 0 0 0 45199 0 42732 0 28115 0 548364 0 0 0 THIELEN MD KENT R CHAIR OF RADIOLOGY 673022 0 0 0 126794 0 36821 0 28371 0 865008 0 0 0 WALD MD JOHN T PHYSICIAN 593714 0 0 0 93705 0 47590 0 26068 0 761077 0 0 0 WARNER MD MARK A PHYSICIAN 518868 0 0 0 147641 0 10623 0 19018 0 696150 0 0 0 WHITED MD BRIAN L VICE CHAIR - MCHS 481766 0 0 0 33194 0 51989 0 24319 0 591268 0 0 0 BYDON MD MOHAMAD PHYSICIAN 1044104 0 0 0 19155 0 28569 0 21006 0 1112834 0 0 0 DEARANI MD JOSEPH A PHYSICIAN 904791 0 0 0 152361 0 47537 0 29560 0 1134249 0 0 0 KRAUSS MD WILLIAM E PHYSICIAN 991618 0 0 0 173255 0 42510 0 27348 0 1234731 0 0 0 LANZINO MD GIUSEPPE PHYSICIAN 987218 0 0 0 97887 0 44760 0 27316 0 1157181 0 0 0 MARSH MD W RICHARD PHYSICIAN 1039296 0 0 0 201875 0 10600 0 20826 0 1272597 0 0 0 HOFFMAN MARY J FORMER OFFICER 0 170206 0 0 0 391531 0 6922 0 12596 0 581255 0 0 OVIATT JONATHAN J FORMER OFFICER 0 174377 0 0 0 120228 0 56349 0 21054 0 372008 0 0 SANDEEN DARRELL L FORMER OFFICER 0 322371 0 0 0 15772 0 44861 0 15021 0 398025 0 0 SCHWENK MD NINA M FORMER OFFICER 304662 0 0 0 32123 0 10607 0 18874 0 366266 0 0 0 BLACK MD JOHN L FORMER KEY EMPLOYEE 381785 0 0 0 39233 0 10645 0 17829 0 449492 0 0 0 FOOTE MD ROBERT L FORMER KEY EMPLOYEE 565239 0 0 0 82584 0 48533 0 19666 0 716022 0 0 0 KING MD BERNARD F FORMER KEY EMPLOYEE 592750 0 0 0 161093 0 56547 0 22102 0 832492 0 0 0 LARUSSO MD NICHOLAS F FORMER KEY EMPLOYEE 529369 0 0 0 300192 0 10600 0 22621 0 862782 0 0 0 NESSE MD ROBERT E FORMER KEY EMPLOYEE 0 802017 0 0 0 158319 0 10600 0 21622 0 992558 0 0 NICHOLS III MD FRANCIS C FORMER KEY EMPLOYEE 522253 0 0 0 77764 0 48739 0 28366 0 677122 0 0 0 PAIGE SR KEVIN A FORMER KEY EMPLOYEE 393075 0 0 0 58679 0 57760 0 19107 0 528621 0 0 0 RIZZA MD ROBERT A FORMER KEY EMPLOYEE 423804 0 0 0 86859 0 10600 0 21774 0 543037 0 0 0 ROCK MD MICHAEL G FORMER KEY EMPLOYEE 534079 0 0 0 115179 0 8227 0 19553 0 677038 0 0 0 SANTRACH MD PAULA J FORMER KEY EMPLOYEE 399305 0 0 0 39962 0 59660 0 11198 0 510125 0 0 0 SWENSEN MD STEPHEN J FORMER KEY EMPLOYEE 615082 0 0 0 141827 0 51804 0 27332 0 836045 0 0 0 PART I, LINE 1A EXTERNAL TRUSTEES MAY BE REIMBURSED FOR TRAVEL EXPENSES. THE FILING ORGANIZATION REIMBURSES TRUSTEES FOR ACTUAL TRAVEL EXPENSES (WHICH COULD INCLUDE FIRST CLASS OR CHARTER TRAVEL) UP TO THE MAXIMUM COST OF FIRST CLASS TRAVEL. IN 2016, TRUSTEE DANIEL J. BERRY M.D., KEY EMPLOYEE DAVID L. HAYES M.D., AND FORMER KEY EMPLOYEE BERNARD F. KING M.D. WERE PROVIDED FIRST-CLASS AND/OR CHARTER TRAVEL JUSTIFIED BY BUSINESS NEED. THE TRAVEL WAS NOT TREATED AS TAXABLE COMPENSATION AS ALL FLIGHTS WERE BUSINESS RELATED. FIRST-CLASS AND CHARTER TRAVEL IS AVAILABLE BASED ON DEMONSTRATED BUSINESS NEED AND NOT BASED ON POSITION OR TO ANY SPECIFIC INDIVIDUALS. IN ADDITION TO ALL REGULAR TRAVEL APPROVAL AND DOCUMENTATION PROCESSES, FIRST-CLASS AND CHARTER TRAVEL REQUIRE SEPARATE DOCUMENTATION OF BUSINESS NEED, APPROVAL BY A SENIOR OFFICER, AND OVERSIGHT REVIEW BY THE TRIP AND TRAVEL COMMITTEE. TRAVEL FOR COMPANIONS IS AVAILABLE TO ALL TRUSTEES SO THAT SPOUSES CAN ACCOMPANY THEM TO THE SITE OF BOARD MEETINGS. IN 2016, SEVERAL TRUSTEES RECEIVED SPOUSAL TRAVEL, WHICH WAS GROSSED UP AND TREATED AS TAXABLE INCOME TO THE TRUSTEE. IN ADDITION, SEVERAL LISTED PERSONS ALSO RECEIVED TRAVEL FOR COMPANIONS SO THAT SPOUSES COULD ACCOMPANY THEM TO FUNDRAISING FUNCTIONS, THIS TOO WAS GROSSED UP AND TREATED AS TAXABLE INCOME TO THE LISTED PERSONS. EMPLOYEES PERFORMING WORK OUTSIDE THEIR HOME STATE RECEIVE A SUPPLEMENTAL PAYMENT TO HELP OFFSET THE COST OF THE STATE INCOME TAXES INCURRED AS A RESULT OF HAVING TO WORK IN A DIFFERENT STATE. IN 2016, ONE OR MORE LISTED PERSONS RECEIVED THIS SUPPLEMENTAL PAYMENT WHICH IS GROSSED UP. SEVERAL OF THE LISTED PERSONS RECEIVED AN AWARD OR OTHER TANGIBLE RECOGNITION THAT WAS TREATED AS TAXABLE COMPENSATION. PURSUANT TO INSTITUTIONAL POLICIES, CERTAIN SUCH AWARDS HAVE A TAX GROSS-UP APPLIED IN ORDER NOT TO DIMINISH THE RECOGNITION AND CELEBRATORY NATURE OF THE AWARD. HOUSING ALLOWANCES ARE PROVIDED WHEN JUSTIFIED BY BUSINESS NEED SUCH AS RELOCATION OR WORK ASSIGNMENT. IN 2016, KEVIN A. PAIGE SR. RECEIVED A HOUSING ALLOWANCE THAT WAS TREATED AS TAXABLE INCOME. THE PERSONAL SERVICES THAT WERE PROVIDED ARE INCOME TAX PREPARATION SERVICES THAT, IN ACCORDANCE WITH MAYO POLICY, ARE AVAILABLE TO MAYO CLINIC VOTING/CONSULTING STAFF. SEVERAL OF THE CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES LISTED ON THIS RETURN RECEIVED THIS SERVICE, WHICH WAS TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS. PART I, LINES 4A-C THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT (TOTAL INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III)): MARY HOFFMAN $366,680 THIS ENTITY OR ITS AFFILIATE HAS A SUPPLEMENTAL RETIREMENT PLAN (SRP) DESIGNED TO ROUGHLY APPROXIMATE AN EXTENSION OF THE BENEFITS UNDER THE MAYO PENSION PLAN TO INCOME ABOVE THE INTERNAL REVENUE CODE QUALIFIED PLAN LIMIT IN SECTION 401(A)(17). STARTING JANUARY 1, 2011, ALL SRP BENEFITS ARE PAID AS AN ANNUAL TAXABLE CASH PAYMENT. THE FOLLOWING INDIVIDUALS PARTICIPATED IN OR RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). ADKINS JR., KEDRICK D. $ 80,573 AGERTER M.D., DAVID C. $ 72,855 BERRY M.D., DANIEL J. $ 106,082 BLACK M.D., JOHN L. $ 30,289 BOLTON, JEFFREY W. $ 167,462 BUSKIRK M.D., STEVEN J. $ 76,289 BYDON M.D., MOHAMAD $ 17,142 CAMILLERI M.D., MICHAEL $ 98,840 DEARANI M.D., JOSEPH A. $ 144,313 DECKER M.D., WYATT W. $ 181,677 DIASIO M.D., ROBERT B. $ 104,225 FARRUGIA M.D., GIANRICO $ 131,858 FOOTE M.D., ROBERT L. $ 78,389 FRANCIS, JAMES R. $ 23,300 FROISLAND, JEFFREY R. $ 5,940 GERTZ M.D., MORIE A. $ 83,569 GORES M.D., GREGORY J. $ 122,425 GORMAN, PAUL A. $ 114,363 GOSTOUT M.D., BOBBIE S. $ 79,143 GREENE M.D., EDDIE L. $ 13,661 HADAWAY, CHERYL J. $ 39,983 HAEFLINGER, RICKY J. $ 68,541 HARPER JR., M.D., CHARLES M. $ 181,677 HAYES M.D., DAVID L. $ 79,498 HEBL M.D., JAMES R. $ 39,157 HOFFMAN III, HARRY N. $ 243,337 HOFFMAN, MARY J. $ 23,100 HORLOCKER M.D., TERESE T. $ 49,549 HUBERT, SHERRY L. $ 0 JOHNSON, PAMELA O. $ 31,217 KHAN M.D., AMIR R. $ 40,231 KING M.D., BERNARD F. $ 102,432 KOCH, MARK B. $ 51,256 KRAHN M.D., LOIS E. $ 28,442 KRAUSS M.D., WILLIAM E. $ 166,449 LANZINO M.D., GIUSEPPE $ 93,477 LARUSSO M.D., NICHOLAS F. $ 114,359 MARSH M.D., W. RICHARD $ 188,338 MENKOSKY, PAULA E. $ 51,256 MEYER M.D., FREDRIC B. $ 177,299 MILLINER M.D., DAWN S. $ 52,861 MORICE M.D., WILLIAM G. $ 43,862 MURPHY, JOSHUA B. $ 38,151 NARR M.D., BRADLY J. $ 61,813 NELSON M.D., HEIDI $ 82,659 NESSE M.D., ROBERT E. $ 142,089 NICHOLS III, M.D., FRANCIS C. $ 68,686 NOSEWORTHY M.D., JOHN H. $ 475,289 OKUNO M.D., SCOTT H. $ 41,569 OVIATT, JONATHAN J. $ 78,207 PAIGE SR., KEVIN A. $ 31,626 RIZZA M.D., ROBERT A. $ 66,830 ROCK M.D., MICHAEL G. $ 103,282 ROGER M.D., VERONIQUE L. $ 77,269 SANDEEN, DARRELL L. $ 13,742 SANTRACH M.D., PAULA J. $ 34,349 SCHWENK M.D., NINA M. $ 12,261 SWENSEN M.D., STEPHEN J. $ 103,132 THIELEN M.D., KENT R. $ 112,232 UHLENKAMP, SUSAN M. $ 0 WALD M.D., JOHN T. $ 88,432 WARNER M.D., MARK A. $ 101,640 WEBER, JOAN A. $ 7,283 WHITED M.D., BRIAN L. $ 21,088 WILLIAMSON, MARY J. $ 51,256 ZORN, CHRISTINA K. $ 21,559 UNDER MAYO CLINIC'S ROYALTY SHARING POLICY, INVENTORS, INCLUDING LISTED PERSONS, ARE ENTITLED TO SHARE IN A PORTION OF ROYALTIES RECEIVED BY MAYO INCLUDING INSTANCES WHERE SUCH ROYALTIES ARE IN THE FORM OF EQUITY-BASED INSTRUMENTS SUCH AS STOCK, WARRANTS, OR PARTNERSHIP INTERESTS. THE FOLLOWING INDIVIDUALS PARTICIPATED IN AN EQUITY-BASED COMPENSATION ARRANGEMENT: BLACK M.D., JOHN L. FARRUGIA M.D., GIANRICO MARSH M.D., W. RICHARD MILLINER M.D., DAWN S. PART II COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. A CITY OF ROCHESTER MINNESOTA 416005494 771902FE8 2008-04-10 330000000 CONSTRUCTION OF HEALTH CARE FACILITIES & REFUND 1998 BONDS 0 0 0 B CITY OF ROCHESTER MINNESOTA 416005494 771902GA5 2011-05-05 293208150 REFUND 1992 AND 2001 BONDS 0 0 0 C CITY OF ROCHESTER MINNESOTA 416005494 771902GD9 2012-04-04 192662250 CONSTRUCTION OF HEALTH CARE FACILITIES 0 0 0 D CITY OF ROCHESTER MINNESOTA 416005494 771902GW7 2014-05-08 120000000 CONSTRUCTION OF HEALTH CARE FACILITIES 0 0 0 A 325948187 8864264 2230808 87603115 227250000 2010 1 0 1 1 B 494267 293208150 2088829 291119321 2011 1 0 1 1 C 44266950 195311300 12134007 1523766 181653527 2013 0 0 1 1 D 120012445 310855 400343 119301247 2016 0 0 1 1 A 0 0 0 0 0.00090 0.00000 0.00090 0 0 1 C 1 0 0 0 0.00230 0.00000 0.00230 0 1 0.24000 1 1 D 1 0 0 0 0.00720 0.00010 0.00730 0 0 1 A 0 0 0 1 1 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 1 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 03/05/2013 ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 05/05/2016 SCHEDULE K, PART I, COLUMN (E) AND PART II, LINE 3 THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR BOND ISSUES IS INVESTMENT EARNINGS OR LOSSES. A CITY OF ROCHESTER MINNESOTA 416005494 771902GB3 2015-12-31 494267 CONSTRUCTION OF HEALTH CARE FACILITIES 0 0 0 B CITY OF ROCHESTER MINNESOTA 416005494 771902GD9 2015-12-31 44266950 CONSTRUCTION OF HEALTH CARE FACILITIES 0 0 0 C CITY OF ROCHESTER MINNESOTA 416005494 771902GY3 2016-05-03 75000000 REFUND 2006 BONDS 0 0 0 D CITY OF ROCHESTER MINNESOTA 416005494 771902HE6 2016-10-13 293825280 REFUND 2000 BONDS 0 0 0 A 494267 494267 2016 1 0 1 1 B 44266950 44266950 2016 1 0 1 1 C 75000000 75000000 2016 1 0 1 1 D 293826072 977778 1473244 290000000 1375051 2016 1 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 1 0 0 1 0 0.00250 0.00030 0.00280 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 10000 MERIT SCHOLARSHIPS EDUCATIONAL BELF LEE A FAMILY MEMBER OF FKE NICHOLAS LARUSSO, M.D. 66510 EMPLOYMENT 0 BOIS MD JOHN P FAMILY MEMBER OF TRUSTEE BURKIRK M.D., STEVEN J. 86077 EMPLOYMENT 0 BOIS MD MELANIE C FAMILY MEMBER OF TRUSTEE BURKIRK M.D., STEVEN J. 61152 EMPLOYMENT 0 ENRIQUEZ-SARANO MD MAURICE E FAMILY MEMBER OF TRUSTEE ROGER M.D., VERONIQUE L. 550232 EMPLOYMENT 0 FARRELL ANN M FAMILY MEMBER OF OFFICER WEBER, JOAN A. 94968 EMPLOYMENT 0 FOOTE PATRICK H FAMILY MEMBER OF FKE FOOTE M.D., ROBERT L. 66147 EMPLOYMENT 0 FOOTE ROBERT T FAMILY MEMBER OF FKE FOOTE M.D., ROBERT L. 88538 EMPLOYMENT 0 GOSTOUT MD CHRISTOPHER J FAMILY MEMBER OF OFFICER GOSTOUT M.D., BOBBIE S. 662380 EMPLOYMENT 0 HAYES MD SHARONNE N FAMILY MEMBER OF KEY EMPLOYEE HAYES M.D., DAVID L. 554343 EMPLOYMENT 0 HOFFMAN WILLIAM E FAMILY MEMBER OF OFFICER HOFFMAN III, HARRY N. 32076 EMPLOYMENT 0 JOHNSON WILLIAM C FAMILY MEMBER OF TRUSTEE JOHNSON, PAMELA O. AND KEY EMPLOYEE KOCH, MARK B. 11409 EMPLOYMENT 0 KAPURCH MD CAITLIN J FAMILY MEMBER OF TRUSTEE HARPER M.D., CHARLES M. 28545 EMPLOYMENT 0 KAPURCH MD JOSEPH R FAMILY MEMBER OF TRUSTEE HARPER M.D., CHARLES M. 82121 EMPLOYMENT 0 MEISSNER MD IRENE FAMILY MEMBER OF KEY EMPLOYEE MEYER M.D., FREDRIC B. 301208 EMPLOYMENT 0 NEAL MD LONZETTA FAMILY MEMBER OF TRUSTEE GREENE M.D., EDDIE L. 315463 EMPLOYMENT 0 NORBY MD SUZANNE M FAMILY MEMBER OF OFFICER NORBY, MARK L. 333899 EMPLOYMENT 0 NOSEWORTHY MD PETER A FAMILY MEMBER OF OFFICER NOSEWORTHY M.D., JOHN H. 605570 EMPLOYMENT 0 RUDDY MD KATHRYN J FAMILY MEMBER OF OFFICER NOSEWORTHY M.D., JOHN H. 487536 EMPLOYMENT 0 SCHWENK II MD W FREDERICK FAMILY MEMBER OF FORMER OFFICER SCHWENK M.D., NINA M. 278586 EMPLOYMENT 0 THIELEN MD JACQUELINE M FAMILY MEMBER OF KEY EMPLOYEE THIELEN M.D., KENT R. 197590 EMPLOYMENT 0 UHLENKAMP ELIZABETH M FAMILY MEMBER OF OFFICER UHLENKAMP, SUSAN M. 40584 EMPLOYMENT 0 WALD MICHELLE K FAMILY MEMBER OF KEY EMPLOYEE WALD M.D., JOHN T. 82378 EMPLOYMENT 0 WARNER MD LINDSAY L FAMILY MEMBER OF KEY EMPLOYEE WARNER M.D., MARK A. 54790 EMPLOYMENT 0 WARNER MD MARY E FAMILY MEMBER OF KEY EMPLOYEE WARNER M.D., MARK A. 523691 EMPLOYMENT 0 WARNER MD PAUL A FAMILY MEMBER OF KEY EMPLOYEE WARNER M.D., MARK A. 234585 EMPLOYMENT 0 WILLIAMSON MD ERIC E FAMILY MEMBER OF TRUSTEE WILLIAMSON, MARY J. 717387 EMPLOYMENT 0 X 8 18000 EXPERTS X 0 X 0 X 1 36500 EXPERTS X 374 13288850 MEAN MARKET VALUE X 2 100042 MEAN MARKET VALUE X 4 2702700 MARKET VALUE X 4 35489 EXPERTS X 11 4902900 EXPERTS X 1 378522 EXPERTS X 7 66330 EXPERTS X 1 X 1 X OTHER MISC 39 25300 EXPERTS 25 0 1 1 PART I, COLUMN (B): THE FILING ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: MAYO CLINIC (MAYO) UTILIZES SEVERAL THIRD PARTIES TO SELL NON-CASH CONTRIBUTIONS. FOR REAL ESTATE GIFTS, MAYO CONTRACTS WITH REALTORS AND BROKERS; FOR STOCK AND SECURITY GIFTS, MAYO UTILIZES SEVERAL DIFFERENT BROKERS AND BROKERAGE FIRMS; FOR TANGIBLE PERSONAL PROPERTY, MAYO USES VARIOUS AUCTION OUTLETS, DEPENDING ON THE VALUE (IE. BONHAMS, CHRISTIE'S, SOTHEBY'S, ETC). THESE ARRANGEMENTS ARE ALL FEE AND COMMISSION-BASED. PART I, LINE 33: MAYO CLINIC RECEIVED IN-KIND GIFTS THROUGHOUT THE YEAR WHERE NO REVENUE WAS RECORDED AND DESCRIPTIVE RECEIPTS WERE ISSUED. REVENUE IS RECOGNIZED ON GIFTS IN-KIND WHEN THE FAIR MARKET VALUE MEETS CAPITALIZATION THRESHOLDS OR WHEN TANGIBLE PERSONAL PROPERTY IS SOLD. FORM 990 LINE H MAYO CLINIC IS INCLUDED IN A GROUP EXEMPTION. THE GROUP EXEMPTION COVERS MAYO CLINIC (THE CENTRAL ORGANIZATION) AND MAYO CLINIC'S AFFILIATED SUBSIDIARIES (THE SUBORDINATE ORGANIZATIONS). FOR 2016, A GROUP RETURN (MAYO CLINIC GROUP RETURN - EIN: 38-3952644) WAS FILED THAT INCLUDED THIRTY TWO OF MAYO CLINIC'S SUBORDINATE ORGANIZATIONS. IN ACCORDANCE WITH REG. 1.6033-2(D)(5), WITH RESPECT TO THE CENTRAL ORGANIZATION, MAYO CLINIC HAS REPORTED THE INFORMATION REQUIRED BY REG. 1.6033-2(A)(2)(II)(F), (G) AND (H) ON ITS FORM 990 FOR THE 2016 TAX YEAR. THIS IS IN LIEU OF CONSOLIDATING SUCH INFORMATION WITH ITS SUBORDINATE ORGANIZATIONS AND REPORTING SUCH INFORMATION ON THE 2016 MAYO CLINIC GROUP RETURN. FORM 990, PART VI, SECTION A, LINE 1 BETWEEN MEETINGS OF MAYO CLINIC'S BOARD OF TRUSTEES, MAYO CLINIC'S BYLAWS DELEGATE TO THE MAYO CLINIC BOARD OF GOVERNORS, AN EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, BROAD AUTHORITY TO EXERCISE THE POWERS OF THE BOARD OF TRUSTEES WITHIN CERTAIN LIMITATIONS OF TIME AND TOPIC. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUAL(S) IS/ARE EMPLOYED BY A RELATED ORGANIZATION: UHLENKAMP, SUSAN M., MEYER M.D., FREDRIC B., NOSEWORTHY M.D., JOHN H., NORBY, MARK L., MURPHY, JOSHUA B., HUBERT, SHERRY L., FROISLAND, JEFFREY R., FRANCIS, JAMES R., BROWN, WILLIAM A., BOLTON, JEFFREY W., ADKINS JR., KEDRICK D., WEBER, JOAN A., RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL(S) WHO IS/ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: ZORN, CHRISTINA K., MENKOSKY, PAULA E., HOFFMAN III, HARRY N., MURPHY, JOSHUA B., HUBERT, SHERRY L., FROISLAND, JEFFREY R., FRANCIS, JAMES R., BROWN, WILLIAM A., ADKINS JR., KEDRICK D., THE FOLLOWING INDIVIDUAL(S) IS/ARE EMPLOYED BY A RELATED ORGANIZATION: MENKOSKY, PAULA E., KRAHN M.D., LOIS E., DECKER M.D., WYATT W., RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL(S) WHO IS/ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: MENKOSKY, PAULA E., KRAHN M.D., LOIS E., DECKER M.D., WYATT W., FROISLAND, JEFFREY R., THE FOLLOWING INDIVIDUAL(S) IS/ARE EMPLOYED BY A RELATED ORGANIZATION: ZORN, CHRISTINA K., LOCKETT, KEVIN M., FARRUGIA M.D., GIANRICO, BUSKIRK M.D., STEVEN J., RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL(S) WHO IS/ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: ZORN, CHRISTINA K., LOCKETT, KEVIN M., FARRUGIA M.D., GIANRICO, BUSKIRK M.D., STEVEN J., THE FOLLOWING INDIVIDUAL(S) IS/ARE EMPLOYED BY A RELATED ORGANIZATION: JOHNSON, PAMELA O., RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL(S) WHO IS/ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: MEYER M.D., FREDRIC B., WILLIAMSON, MARY J., WARNER M.D., MARK A., NELSON M.D., HEIDI, MORICE M.D., WILLIAM G., HARPER JR., M.D., CHARLES M., GOSTOUT M.D., BOBBIE S., GORES M.D., GREGORY J., GERTZ M.D., MORIE A., HEBL M.D., JAMES R., WALD M.D., JOHN T., NARR M.D., BRADLY J., WHITED M.D., BRIAN L., KOCH, MARK B., AGERTER M.D., DAVID C., NOSEWORTHY M.D., JOHN H., MURPHY, JOSHUA B., HUBERT, SHERRY L., BOLTON, JEFFREY W., HOFFMAN III, HARRY N., HAEFLINGER, RICKY J., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF BWL HOLDINGS, INC, A RELATED TAXABLE ENTITY. HUBERT, SHERRY L., HAYES M.D., DAVID L., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO CLINIC SUPPORT SERVICES, TEXAS, A RELATED TAXABLE ENTITY. MENKOSKY, PAULA E., FROISLAND, JEFFREY R., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION, A RELATED TAXABLE ENTITY. MURPHY, JOSHUA B., HUBERT, SHERRY L., ADKINS JR., KEDRICK D., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO HOLDING COMPANY, A RELATED TAXABLE ENTITY. HOFFMAN III, HARRY N., FROISLAND, JEFFREY R., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO INSURANCE COMPANY, LTD, A RELATED TAXABLE ENTITY. UHLENKAMP, SUSAN M., HOFFMAN III, HARRY N., HAEFLINGER, RICKY J., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF LATIGO PETROLEUM, A RELATED TAXABLE ENTITY. FORM 990, PART VI, SECTION A, LINE 3 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH AND OTHER RELATED COMPANIES PROVIDE MANAGEMENT SERVICES TO THE ENTIRE SYSTEM OF ENTITIES WHICH WOULD INCLUDE THE FILING ORGANIZATION. SINCE THE ENTITIES ARE RELATED ORGANIZATIONS, COMPENSATION FOR THE OFFICERS, DIRECTORS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES HAS BEEN DISCLOSED IN PART VII AND SCHEDULE J AS REQUIRED. FORM 990, PART VI, SECTION A, LINE 5 IN 2016, A THEFT OF CASH BY AN EMPLOYEE RESPONSIBLE FOR HANDLING CASH WAS DISCOVERED. IT IS ESTIMATED THE LOSS EXCEEDED $300,000. ADDITIONAL TANGIBLE ITEMS WERE ALSO DISCOVERED THAT MAY BE STOLEN PROPERTY. THE THEFT WAS REPORTED TO LAW ENFORCEMENT, THE EMPLOYEE TERMINATED, AND IMPROVED CASH HANDLING PRACTICES WERE IMPLEMENTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT AND IS REVIEWED BY THE TAX DIRECTOR. IT IS THEN REVIEWED BY THE CHAIR OF FINANCE MAYO CLINIC IN THE MIDWEST, CHAIR OF FINANCIAL AND ACCOUNTING SERVICES, CHAIR AND VICE CHAIR OF FINANCIAL REPORTING, THE CHIEF FINANCIAL OFFICER, THE CHAIR OF DEVELOPMENT, GENERAL COUNSEL, THE CHIEF ADMINISTRATIVE OFFICER, AND THE CHIEF EXECUTIVE OFFICER. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF MAYO CLINIC'S GOVERNING BODY VIA US MAIL, E-MAIL, OR DISTRIBUTION AT A BOARD MEETING. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C MAYO CLINIC AND ITS AFFILIATES HAVE A COMPREHENSIVE CONFLICT OF INTEREST POLICY APPLICABLE TO ALL OF THE AFFILIATED ENTITIES AND TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES OF THOSE ENTITIES. ALL CURRENT AND FORMER OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES WHO WE ANTICIPATE WILL BE LISTED ON A FORM 990 ARE ASKED TO COMPLETE AN "ANNUAL TAX AND COMPLIANCE DISCLOSURE" FORM. THIS INFORMATION IS REVIEWED BY BOTH THE CORPORATE TAX DEPARTMENT AND THE OFFICE OF CONFLICT OF INTEREST REVIEW. ALL DISCLOSURES OF CURRENT OR PROPOSED ACTIVITY THAT REQUIRE ACTION UNDER THE POLICY ARE THE SUBJECT OF ONGOING REVIEW AND ACTION THROUGH THE OFFICE OF CONFLICT OF INTEREST REVIEW AND THE CONFLICT OF INTEREST REVIEW BOARD. INVOLVED INDIVIDUALS ARE INFORMED OF ALL REQUIRED ACTION. MANY TYPES OF RELATIONSHIPS THAT COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED. OTHER TYPES OF RELATIONSHIPS ARE PERMITTED SUBJECT TO COMPLIANCE WITH THE MANAGEMENT PLAN ESTABLISHED BY THE CONFLICT OF INTEREST REVIEW BOARD. A COMMON MANAGEMENT STRATEGY FOR PERMITTED ACTIVITIES IS TO REQUIRE BILATERAL RECUSAL AND APPROPRIATE DOCUMENTATION IN THE MINUTES OF MAYO CLINIC (AND/OR AFFILIATE) AND THE OUTSIDE ENTITY. ADDITIONAL CONFLICT OF INTEREST POLICIES AND PROCEDURES EXIST FOR CERTAIN ENTITIES CONCERNING RESEARCH CONTRACTS AND OTHER TYPES OF POTENTIAL CONFLICTS. THIS POLICY APPLIES TO THE ORGANIZATION'S DISREGARDED ENTITY. FORM 990, PART VI, SECTION B, LINE 15B MAYO CLINIC AND ITS AFFILIATES HAVE A COORDINATED PROCESS FOR REVIEWING AND APPROVING COMPENSATION AND BENEFITS FOR PHYSICIANS, EXECUTIVE AND SENIOR ADMINISTRATIVE LEADERSHIP, ALONG WITH ALLIED HEALTH STAFF. IN ADDITION TO ANY REVIEW AND APPROVAL THAT MAY TAKE PLACE AT THE LOCAL ENTITY OR REGIONAL LEVEL, THE FOLLOWING INDEPENDENT APPROVAL PROCESS IS DONE BY MAYO CLINIC ANNUALLY PRIOR TO IMPLEMENTATION OF THE RESPECTIVE COMPENSATION INCREASE. THE COMPENSATION AND BENEFITS OF THE CHIEF EXECUTIVE OFFICER (CEO) WAS REVIEWED AND APPROVED BY THE PROCESS DESCRIBED BELOW FOR EXECUTIVE LEADERSHIP. THE COMPENSATION AND BENEFITS OF THE EXECUTIVE LEADERSHIP FOR ALL CAMPUSES, INCLUDING THE MAYO CLINIC HEALTH SYSTEM LOCATIONS, ARE REVIEWED AND APPROVED BY THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE. THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE IS COMPRISED OF NINE OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. THIS GROUP REVIEWS AND APPROVES THE COMPENSATION AND BENEFIT PROGRAMS FOR PHYSICIANS FROM ALL CAMPUSES, AS WELL AS CERTAIN SENIOR ADMINISTRATIVE AND EXECUTIVE LEADERSHIP (INCLUDING ALL PERSONS BELIEVED TO BE DISQUALIFIED PERSONS). THIS PROCESS ESTABLISHES ACCEPTABLE RANGES FOR VARIOUS POSITIONS, LEVELS, AND SPECIALTIES. THE COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. IN ADDITION, THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE DIRECTLY RETAINS AN INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANT TO PROVIDE RELEVANT, CONTEMPORANEOUS BENCHMARK INFORMATION FOR A SMALL GROUP OF SENIOR PHYSICIAN, ADMINISTRATIVE, AND EXECUTIVE LEADERSHIP POSITIONS FOR WHICH AN INDIVIDUALIZED REVIEW AND RECOMMENDATION IS MADE. THE SALARY AND BENEFIT PROGRAM OF THE CHIEF INVESTMENT OFFICER WAS REVIEWED AND APPROVED BY THE PROCESS DESCRIBED BELOW FOR SENIOR ADMINISTRATIVE LEADERSHIP. THE COMPENSATION AND BENEFIT PROGRAMS FOR SENIOR ADMINISTRATIVE LEADERSHIP FOR ALL CAMPUSES, INCLUDING THE MAYO CLINIC HEALTH SYSTEM LOCATIONS, ARE REVIEWED AND APPROVED BY THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE. THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE IS COMPRISED OF NINE OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. THIS GROUP REVIEWS AND APPROVES THE COMPENSATION AND BENEFIT PROGRAMS FOR PHYSICIANS FROM ALL CAMPUSES, AS WELL AS CERTAIN SENIOR ADMINISTRATIVE AND EXECUTIVE LEADERSHIP (INCLUDING ALL PERSONS BELIEVED TO BE DISQUALIFIED PERSONS). THIS PROCESS ESTABLISHES ACCEPTABLE RANGES FOR VARIOUS POSITIONS, LEVELS, AND SPECIALTIES. THE COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. FORM 990, PART VI, SECTION C, LINE 19 MAYO CLINIC'S ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE SECRETARY OF STATE'S OFFICE OR UPON REQUEST FROM MAYO CLINIC. BYLAWS AND OTHER GOVERNANCE DOCUMENTS ARE AVAILABLE UPON REQUEST FOR PURPOSES THAT MAYO CLINIC DEEMS APPROPRIATE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON MAYO CLINIC'S WEBSITE OR UPON REQUEST. MAYO CLINIC'S CONSOLIDATED FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE AVAILABLE UPON REQUEST OR THROUGH THE MINNESOTA ATTORNEY GENERAL'S OFFICE. FORM 990, PART IX, LINE 11G I/C PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 578,772,977. MANAGEMENT AND GENERAL EXPENSES 357,811,879. FUNDRAISING EXPENSES 4,063,550. TOTAL EXPENSES 940,648,406. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 200,006,373. MANAGEMENT AND GENERAL EXPENSES 11,837,649. FUNDRAISING EXPENSES 2,137,703. TOTAL EXPENSES 213,981,725. FORM 990, PART XI, LINE 9: REFUNDS OF CONTRIBUTIONS -351,011. PENSION-POST RETIREMENT (PER FASB ASC 715) -993,311,119. LOSSES ON UNCOLLECTIBLE PLEDGES -4,872,271. RETURN OF CAPITAL FROM TAXABLE SUB 27,000,000. MAYO COLLABORATIVE SERVICES LLC 200 FIRST STREET SW ROCHESTER MN 55905 411346366 REFERENCE LAB SERVICES MN 608213757 325412087 MAYO CLINIC PHILANTHROPIC REAL ESTATE LLC 21 FIRST STREET SW SUITE 300 ROCHESTER MN 55902 PROPERTY HOLDING COMPANY MN 0 0 MAYO CLINIC BLOOMER LAKEVIEW INC 2110 DUNCAN ROAD BLOOMER WI 54724 391450617 LOW INCOME HOUSING WI 501(C)(3) 7 MCHS--CHIPPEWA VALLEY INC 1 CHARTERHOUSE INC 200 FIRST STREET SW ROCHESTER MN 55905 411405254 RETIREMENT LIVING CENTER MN 501(C)(3) 10 MAYO CLINIC 1 DESTINATION MEDICAL CENTER EDA 50 SOUTH SIXTH STREET SUITE 1500 MINNEAPOLIS MN 554021498 464893585 ECONOMIC DEVELOPMENT MN 501(C)(3) 12-I MAYO CLINIC 1 GOLD CROSS AMBULANCE SERVICE 200 FIRST STREET SW ROCHESTER MN 55905 411917516 AMBULANCE SERVICE MN 501(C)(3) 10 MFMER 1 LUTHER LAKESIDE APARTMENTS INC PO BOX 1510 EAU CLAIRE WI 54702 391409024 LOW INCOME HOUSING FOR ELDERLY WI 501(C)(3) 10 MCHS--NORTHWEST WISCONSIN REGION INC 1 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 PATIENT CARE - 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