2015-11-12T13:41:42-06:00 2014-12-31 990 2014-01-01 411506440 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH MAYO 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 ROGER A LINDAHL ASSISTANT SECRETARY 5075381297 2015-11-12 2014 2016-02-25 16:41:14Z WILLIAM J LITCHY MD 200 FIRST STREET SW ROCHESTER MN 55905 1180635035 0 5983 X WWW.MAYO.EDU X 1915 MN TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF MAYO CLINIC 6 0 7613 0 18875247 4577277 5333158 7253361 1060285704 1165471498 1926184 5396665 1939354 2416599 1069484400 1180538123 82563 5261926 0 0 591535829 542182318 0 0 1102285 471131317 596081795 1062749709 1143526039 6734691 37012084 1805591504 1819022279 1658802548 1637312039 146788956 181710240 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 717105498 5261926 841090662 SUPPORT SERVICES (SEE SCHEDULE O)SUPPORT SERVICES:MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER) PARTICIPATES IN THE DIRECTION AND GUIDANCE OF MEDICAL CLINICS OPERATED BY MAYO CLINIC. THESE INCLUDE MAYO CLINIC, LOCATED IN ROCHESTER, MINNESOTA, AS WELL AS SEPARATE, NONPROFIT MEDICAL CLINICS OPERATED BY MAYO CLINIC IN JACKSONVILLE, FLORIDA; SCOTTSDALE, ARIZONA; EAU CLAIRE, LA CROSSE AND MENOMONIE, WISCONSIN; ALBERT LEA, AUSTIN, CANNON FALLS, FAIRMONT, FARIBAULT, LAKE CITY, MANKATO, NEW PRAGUE, OWATONNA, RED WING, ST. JAMES, SPRINGFIELD, WABASHA AND WASECA, MINNESOTA; DECORAH, IOWA AND WAYCROSS, GEORGIA. MFMER'S RELATIONSHIP WITH THESE CLINICS IS TO ENSURE THE HIGHEST QUALITY STANDARDS OF PATIENT CARE AND PATIENT DATA ESTABLISHED AT MAYO CLINIC ARE CONSISTENT THROUGHOUT THE MAYO CLINIC SYSTEM SO THAT THE RESEARCH AND EDUCATIONAL PURPOSES OF MAYO CLINIC CAN BE ACCOMPLISHED. THE EXTENSION OF THE RESEARCH, EDUCATION AND PATIENT CARE LEADERSHIP ROLE ASSOCIATED WITH MAYO CLINIC INTO AREAS OUTSIDE OF ROCHESTER CREATES USEFUL AND OTHERWISE UNAVAILABLE COMPARATIVE RESEARCH AND EDUCATIONAL OPPORTUNITIES TO FURTHER MAYO'S EXEMPT PURPOSE.MFMER ALSO PROVIDES PAYROLL, PURCHASING, SALARY & BENEFIT ADMINISTRATION AND OTHER MISCELLANEOUS SUPPORT SERVICES FOR MAYO CLINIC AND AFFILIATES. 209153112 226767701 PHARMACIES AND MEDICAL PRODUCTS (SEE SCHEDULE O)PHARMACIES AND MEDICAL PRODUCTS:IN ORDER TO CONVENIENTLY ACCOMMODATE THE NEEDS OF PATIENTS AND EMPLOYEES OF MAYO CLINIC, MFMER OPERATES SEVEN PHARMACIES AND THREE MEDICAL PRODUCT STORES AT MAYO CLINIC SITES. IN 2014, 1,076,122 PRESCRIPTIONS AND 124,500 MEDICAL PRODUCT ORDERS WERE FILLED FOR MAYO CLINIC EMPLOYEES, RETIREES, AND PATIENTS. THESE OPERATIONS ARE NOT INTENDED TO SERVE THE GENERAL PUBLIC. 58746541 42465722 HEALTH INFORMATION (SEE SCHEDULE O)HEALTH INFORMATION:MFMER IS USED AS A MEANS OF MAKING AVAILABLE TO THE MEDICAL COMMUNITY AND TO THE GENERAL PUBLIC THE RESULTS OF MAYO'S RESEARCH AND EDUCATION PROGRAMS. GLOBAL BUSINESS SOLUTIONS HAS SERVICE LINES ENCOMPASSING THE WEB, MOBILE, PRINT AND TELEPHONIC CHANNELS THAT MAKE MAYO CLINICS HEALTH INFORMATION, EXPERTISE AND UNIQUE MODEL OF CARE AVAILABLE TO MILLIONS OF PEOPLE.DURING 2014, MFMER SOLD 6,682,362 COPIES OF THE MAYO CLINIC HEALTH LETTER. THE HEALTH LETTER IS A MONTHLY NEWSLETTER CONTAINING USEFUL HEALTH INFORMATION FOR THE GENERAL PUBLIC.MFMER SOLD 280,998 COPIES OF THE MAYO CLINIC EMBODYHEALTH NEWSLETTER. MOST OF THE COPIES WERE SOLD TO EMPLOYERS AND MEMBER ORGANIZATIONS AS PART OF MFMER'S CORPORATE WELLNESS PROGRAM. THIS PROGRAM IS DESIGNED TO MEET THE SPECIFIC POPULATION HEALTH MANAGEMENT NEEDS OF EMPLOYERS AND MEMBER ORGANIZATIONS. THE EMBODYHEALTH NEWSLETTER PROVIDES HEALTH INFORMATION TO THE SUBSCRIBING ORGANIZATION'S EMPLOYEES AND MEMBERS. THE EMBODYHEALTH NEWSLETTER ENDED IN FEBRUARY 2014.MFMER ALSO SELLS NUMEROUS BOOKS ON HEALTH RELATED TOPICS. DURING 2014, MFMER SOLD 448,577 COPIES OF BOOKS ON HEALTH RELATED TOPICS TO CONSUMERS AND EMPLOYERS. MFMER ALSO OPERATES MAYO'S INFORMATIONAL CONSUMER WEBSITE, MAYOCLINIC.COM, WHICH HAS THOUSANDS OF VISITORS DAILY.ASK MAYO CLINIC, A TELEPHONIC HEALTH RESOURCE ADMINISTERED BY MFMER IS A STRATEGIC RESOURCE AVAILABLE TO EMPLOYERS TO OFFER TO THEIR EMPLOYEES. THIS 24-HOUR NURSE LINE AND HEALTH ADVOCACY SERVICE IS STAFFED BY EXPERIENCED REGISTERED NURSES WHO DRAW ON THE RESOURCES OF MAYO CLINIC TO HELP PEOPLE CHOOSE THE RIGHT LEVEL OF CARE FOR ILLNESSES AND INJURIES, AND ACCESS APPROPRIATE RESOURCES FOR THEIR PERSONAL HEALTH NEEDS.OTHER TELEPHONIC HEALTH RESOURCES ADMINISTERED BY MFMER TO EMPLOYERS TO OFFER TO THEIR EMPLOYEES INCLUDE: HEALTHY LIVING COACHING, DISEASE MANAGEMENT, AND PREGNANCY ADVISOR. HEALTHY LIVING ONLINE IS THE WEB PRODUCT SOLD TO EMPLOYERS WHICH INCLUDES AN ONLINE HEALTH ASSESSMENT. 26999060 56864215 LICENSING OF TECHNOLOGY:MAKING THE RESULTS OF RESEARCH AND TECHNOLOGY DEVELOPED THROUGHOUT MAYO CLINIC AVAILABLE TO THE PUBLIC IS ANOTHER FUNCTION OF MFMER. THIS IS ACCOMPLISHED THROUGH LICENSING ARRANGEMENTS WITH OTHERS HAVING THE CAPABILITY TO DISTRIBUTE THE TECHNOLOGY TO THE MEDICAL COMMUNITY AND THE GENERAL PUBLIC. DURING 2014, MFMER SIGNED 91 LICENSES WITH COMPANIES TO DISTRIBUTE MAYO CLINIC TECHNOLOGY AND INVENTIONS. IN EXCHANGE FOR THESE LICENSES, MFMER RECEIVES ROYALTIES BASED ON GROSS REVENUES GENERATED FROM THE PRODUCTS DEVELOPED FROM THE LICENSED TECHNOLOGY OR INVENTION. THE REVENUES FROM THESE ROYALTIES ARE USED TO FURTHER THE RESEARCH AND EDUCATIONAL ACTIVITIES OF MAYO CLINIC.MAYO CLINIC VENTURES (MCV) WORKS WITH INVENTORS AND INDUSTRY TO MOVE INNOVATIONS FROM BENCH TO BEDSIDE BY CREATING NEW LICENSING OPPORTUNITIES, NEW COMPANIES AND NEW PRODUCTS. MCV HAS FILED MORE THAN 5575 PATENT APPLICATIONS RESULTING IN MORE THAN 752 ACTIVE LICENSE AGREEMENTS WITH COMPANIES IN THE BIOMEDICAL AND MANUFACTURING INDUSTRIES.TECHNOLOGY BASED VENTURES (TBV): WHEN CLEARLY DEFINED CRITERIA ARE MET, A TECHNOLOGY MAY BE CONSIDERED FOR THE OFFICE OF INTELLECTUAL PROPERTY'S TECHNOLOGY BASED VENTURES (TBV) PROGRAM, WHICH COMMERCIALIZES A TECHNOLOGY IN EXCHANGE FOR EQUITY AND ACTS AS A VEHICLE FOR A POSSIBLE MAYO CLINIC INVESTMENT INTO A START-UP COMPANY. THE TECHNOLOGY-BASED VENTURES PROGRAM FOCUSES ON COMMERCIALIZING MAYO CLINIC TECHNOLOGIES BY CREATING NEW COMPANIES, LICENSING TECHNOLOGIES INTO EXISTING START-UP COMPANIES, AND INVESTING IN VENTURE CAPITAL-BACKED COMPANIES. THIS WORK IS DONE IN CLOSE PARTNERSHIP WITH MAYO TREASURY, VENTURE CAPITAL FIRMS AND MANAGEMENT TEAMS THAT HAVE SIGNIFICANT EXPERIENCE IN THE HEALTH CARE INDUSTRY.AS PART OF THIS EFFORT, THE TECHNOLOGY-BASED VENTURES PROGRAM MANAGES A VENTURE CAPITAL INVESTMENT FUND. THE PROGRAM CO-INVESTS WITH LEADING VENTURE CAPITAL FIRMS IN HEALTH CARE TECHNOLOGY COMPANIES AND SEEKS TO PROVIDE A FINANCIAL RETURN TO MAYO CLINIC TO SUPPORT PATIENT CARE, RESEARCH AND EDUCATION. SINCE 1996, THE PROGRAM HAS INVESTED IN OVER TWO-DOZEN COMPANIES THAT ARE BASED ON MAYO CLINIC TECHNOLOGY OR UTILIZE MAYO CLINIC EXPERTISE. DURING 2013 THE FUND WAS REORGANIZED AND NAMED AS MAYO CLINIC CO-INVESTMENT FUND. THE FUND NOW HAS APPROVAL TO INVEST UP TO $100 MILLION. THE FUND OPERATES IN A COLLABORATIVE RELATIONSHIP BETWEEN MAYO CLINIC VENTURES AND MAYO CLINIC TREASURY SERVICES. 26999060 56864215 1012004211 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 4812 0 1 7613 1 1 1 1 MX MP 0 0 0 0 0 0 0 0 X 6 0 1 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 0 1 1 MN CA KY X CORPORATE TAX UNIT 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 ADKINS JR KEDRICK D DIRECTOR (8/25-12/31) 40.00 0.00 X 638707 0 14024 LIENAU MARTY A DIRECTOR 40.00 0.00 X 106379 0 25682 LINDAHL ROGER A ASST SECY/DIRECTOR 40.00 0.00 X X 261023 0 70089 LITCHY MD WILLIAM J PRESIDENT/DIRECTOR 1.00 40.00 X X 0 318929 19267 MATTHIAS MARK A ASST TREAS/DIRECTOR 40.00 0.00 X X 230883 0 57919 ROGERS JAMES A ASST SECY/DIRECTOR 40.00 0.00 X X 276580 0 51423 SANDEEN DARRELL L VP (1/1-12/31)/DIRECTOR (1/1-8/25) 40.00 0.00 X X 315701 0 60060 BRIGHAM ROBERT F ASST SECY 1.00 40.00 X 0 505135 27292 BROWN MARIE E ASST TREAS (12/11-12/31) 1.00 40.00 X 0 295976 27963 BROWN MICHAEL E ASST SECY 40.00 0.00 X 216534 0 35954 BROWN WILLIAM A ASST TREAS 40.00 0.00 X 217637 0 61140 ESTES DANIEL D ASST TREAS 40.00 0.00 X 173957 0 44342 FRANCIS JAMES R ASST TREAS 40.00 0.00 X 354558 0 68273 FROISLAND JEFFREY R ASST TREAS 40.00 0.00 X 281615 0 43320 GOLDMAN DANIEL S ASST SECY 40.00 0.00 X 201667 0 46733 HERBERT DAVID P ASST TREAS (1/1-12/11) 40.00 0.00 X 277143 0 68510 HOFFMAN III HARRY N TREASURER 1.00 40.00 X 0 1233548 601586 HOFFMAN MARY J ASST SECY 1.00 40.00 X 0 355974 61018 HUBERT SHERRY L ASST SECY 40.00 0.00 X 246816 0 53601 LOHKAMP CHRISTIE A ASST TREAS 40.00 0.00 X 217597 0 36647 MELVIN KEVIN B ASST SECY 1.00 40.00 X 0 175617 47164 MENKOSKY PAULA E ASST TREAS 1.00 40.00 X 0 442259 55822 OTTE KIMBERLY K ASST SECY 40.00 0.00 X 230430 0 50915 OVIATT JONATHAN J SECRETARY 40.00 0.00 X 603409 0 74395 SCHMIDT BRADLEY D ASST TREAS (1/1-4/15) 40.00 0.00 X 98733 0 31923 BOLTON JEFFREY W CAO - MAYO CLINIC 40.00 0.00 X 904718 0 63247 COLLINS CRAIG C CHAIR FINANCE MIDWEST 40.00 0.00 X 281893 0 64399 GROSSET JESSICA A VICE CHAIR IT OPS AND INFRAST 40.00 0.00 X 307600 0 23440 LANGSTRAAT HARLAN J FORMER PHARMACY CHAIR 40.00 0.00 X 253340 0 64831 MCNEILL STEVEN L CHIEF PLANNING OFFICER 40.00 0.00 X 364103 0 56714 NELMS JAMES C CHIEF INFO SECURITY OFFICER 40.00 0.00 X 316403 0 62442 NOSEWORTHY MD JOHN H CEO MAYO CLINIC 40.00 0.00 X 2267774 0 68888 RAGSDALE JILL M CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 550861 0 53867 ROSS CHRISTOPHER J CHIEF INFORMATION OFFICER 40.00 0.00 X 605584 0 61634 ROTTY BRIAN W GBS SERVICE LINE ADMINISTRATOR 40.00 0.00 X 217961 0 55990 RYAN MICHAEL J CHAIR - DEPT OF IT 40.00 0.00 X 346695 0 52664 WESTON JOHN H CHIEF MARKETING OFFICER 40.00 0.00 X 359765 0 65341 WILLIAMSON MARY J CHAIR - DEPT OF PRACTICE ADMIN 1.00 40.00 X 12095 390385 48271 ABDEL MD MATTHEW P PHYSICIAN 1.00 40.00 X 51907 326037 27136 ALLAN ROBERTA M CHAIR OF DEVELOPMENT - ARIZONA 40.00 0.00 X 327237 0 7871 KNUDSON STEVE L CHAIR CON/PAY RELATIONS 40.00 0.00 X 274340 0 24723 SEINOLA SCOTT A CHAIR - DEPT OF EDUC ADMIN 1.00 40.00 X 181436 101195 23246 TRASTEK MD VICTOR F FORMER CEO - ARIZONA 40.00 0.00 X 813866 0 51509 EDWARDS MD BROOKS S FMR PRESIDENT 0.00 40.00 X 0 467297 70366 KOCH MARK B FMR ASST SECY 0.00 40.00 X 0 395727 18025 WEIS SHIRLEY A FMR ASST TREAS 0.00 0.00 X 1478614 0 51706 CASEY MICHAEL A FORMER KEY EMPLOYEE 40.00 0.00 X 209235 0 48352 CROFT CHERYL R FORMER KEY EMPLOYEE 0.00 40.00 X 0 234574 52447 JORGENSEN STEVEN C FORMER KEY EMPLOYEE 40.00 0.00 X 119900 0 44984 STEVENS JEFFREY J FORMER KEY EMPLOYEE 40.00 0.00 X 206151 0 48601 BRODERSEN MD MARK P FORMER HIGHEST COMPENSATED 0.00 40.00 X 0 800356 27708 CAGIN DO CHARLES R FORMER HIGHEST COMPENSATED 0.00 40.00 X 0 693125 17638 CALAMIA MD KENNETH T FORMER HIGHEST COMPENSATED 0.00 40.00 X 0 402814 20877 FOGELSON MD JEREMY L FORMER HIGHEST COMPENSATED 0.00 40.00 X 0 711714 44935 LETTIERI MD SALVATORE C FORMER HIGHEST COMPENSATED 0.00 40.00 X 0 531852 56699 MEYERS MD MICHAEL S FORMER HIGHEST COMPENSATED 0.00 40.00 X 0 560865 51199 PAMULAPATI MD KRISHNA M FORMER HIGHEST COMPENSATED 0.00 40.00 X 0 580326 62807 SINGH MD MANDEEP FORMER HIGHEST COMPENSATED 0.00 40.00 X 0 651520 62902 TAK MD TAHIR FORMER HIGHEST COMPENSATED 0.00 40.00 X 0 569224 73383 VAN GOMPEL MD JAMIE J FORMER HIGHEST COMPENSATED 0.00 40.00 X 0 575070 43655 15400847 11319519 3407559 1332 1 1 0 HUNT CONSTRUCTION GROUP INC 6720 N SCOTTSDALE RD STE 300 SCOTTSDALE AZ 85253 CONSTRUCTION 37045645 HITACHI AMERICA LTD 50 PROSPECT AVE TARRY TOWN NY 10591 TECHNOLOGY SERVICES 27233767 BOLDT CONSTRUCTION 2525 N ROEMER RD APPLETOWN WI 54912 CONSTRUCTION 21853298 SODEXO INC 1615 BRET RD NEW CASTLE DE 19720 FOOD SERVICES 21268660 PEOPLECLICK INC 434 FAYETTEVILLE ST STE 900 RALEIGH NC 27601 HR SERVICES 20129810 963 7253361 7253361 SUPPORT SERVICES 561000 839373860 832878497 5644711 850652 PHARMACY REVENUE 446110 212289186 210692896 1596290 ROYALTY REVENUE 541900 56864215 56864215 HEALTH INFORMATION REV 511190 42465722 31777895 10086484 601343 MEDICAL PRODUCT SALES 446199 14478515 13089120 1389395 1165471498 5486135 5486135 7442 96912 -89470 -89470 -89470 MISC. REVENUE 900099 1173418 1599382 -590399 164435 MISC CONSULTING SERVIC 541610 746322 746322 MAYO MEDICAL TRANSPORT 621990 437686 109421 328265 59173 8000 2444 48729 2416599 1180538123 1147019426 18875247 7390089 5260414 5260414 1512 1512 13353218 13353218 3047203 3047203 411676791 411676791 8457008 8457008 70724514 70724514 34923584 34923584 801674 801674 5331805 5331805 1736704 1736704 1248391 1248391 99117909 99117909 9408129 9408129 273743761 273743761 63724726 63724726 16856263 16856263 50247001 50247001 8462317 8462317 633247 633247 50767991 50767991 11 11 OVERHEAD TO AFFILIATE 127114794 127114794 EMPLOYEE RELATED EXPENS 5961176 5961176 MN CARE TAX 2169897 2169897 UBI TAXES 1819749 1819749 -123063750 -125651035 1485000 1102285 1143526039 1012004211 130419543 1102285 473090918 486854820 23600464 1 53055956 57198056 194891006 194906561 31279862 41009985 32528804 36307845 589380846 450106352 122353469 139274494 4673400 5269817 44003881 47699900 826113744 810500800 1805591504 1819022279 806174783 814536860 24437803 12321444 828189962 810453735 1658802548 1637312039 X 139540917 174370629 4737418 4853627 2510621 2485984 146788956 181710240 1805591504 1819022279 37012084 -2090800 0 X 0 1 X 1 0 X 2770435 4161728 4705966 5333158 7253361 24224648 719508061 954588081 1067700132 1038425798 1147019426 4927241498 722278496 958749809 1072406098 1043758956 1154272787 4951466146 0 0 0 4951466146 1670909 1966965 2517952 2086240 5486135 13728201 1225483 6226296 5097732 5218155 4577277 22344943 2896392 8193261 7615684 7304395 10063412 36073144 1449009 1228907 697491 4061957 1993424 9430788 726623897 968171977 1080719273 1055125308 1166329623 4996970078 0.99090 0.99040 0.00720 0.00690 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: SUPPORT SERVICES - 2010 AMOUNT: $ 560,158. 2011 AMOUNT: $ 500,249. 2013 AMOUNT: $ 1,951,330. 2014 AMOUNT: $ 850,652. HEALTH INFORMATION - 2010 AMOUNT: $ 601,804. 2011 AMOUNT: $ 527,017. 2012 AMOUNT: $ 482,715. 2013 AMOUNT: $ 510,067. 2014 AMOUNT: $ 601,343. MISCELLANEOUS - 2010 AMOUNT: $ 287,047. 2011 AMOUNT: $ 201,641. 2012 AMOUNT: $ 200,236. 2013 AMOUNT: $ 258,820. 2014 AMOUNT: $ 164,435. FUNDRAISING - 2012 AMOUNT: $ 14,540. MEDICAL TRANSPORT - 2013 AMOUNT: $ 275,528. 2014 AMOUNT: $ 328,265. MEDICAL RECORD/TRANSCRIPTION FEE - 2013 AMOUNT: $ 13,618. 2014 AMOUNT: $ 48,729. ROYALTY REVENUE - 2013 AMOUNT: $ 1,052,594. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1238791 0 1 9600 1248391 0 PART II-B, LINE 1: MAYO CLINIC IS THE PARENT OF THE FILING ORGANIZATION. DURING 2014, 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 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 2014, 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. 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. SCHEDULE C PART II-B LINE 1I THE AMOUNT IN "OTHER ACTIVITIES" REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING. 2510621 -24637 2485984 2342621 168000 2510621 2305274 37347 2342621 2369808 -64534 2305274 2397178 -27370 2369808 1.00000 0 1 1 71996 34798 37198 572326421 450071554 122254867 16982429 16982429 139274494 DUE FROM AFFILIATES 687134766 RELOCATION HOUSES 2792486 OTHER LONG TERM ASSETS 10101106 THIRD PARTY TRUSTS 6856601 INVESTMENTS IN SUBSIDIARIES 300000 CONTRIBUTED ASSETS PENDING DISPOSAL 497010 SEG RESERVES INVEST BOOK VALUE 102818831 810500800 DUE TO AFFILIATES 805183918 DEFERRED COMPENSATION LIABILITY 5269817 810453735 X PART V, LINE 4: THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR RESEARCH AND EDUCATION PROGRAMS. PART X, LINE 2: AT DECEMBER 31, 2014 AND 2013, THE RESERVE FOR UNRECOGNIZED TAX BENEFITS WAS NOT SIGNIFICANT, AND AS A RESULT, THERE IS NO LONGER A RESERVE FOR UNRECOGNIZED TAX BENEFITS RECORDED FOR THE FILING ORGANIZATION. CENTRAL AMERICA AND THE CARIBBEAN 0 27 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 25121 EAST ASIA AND THE PACIFIC 0 16 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 33733 EUROPE (INCLUDING ICELAND & GREENLAND) 0 51 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 105953 MIDDLE EAST AND NORTH AFRICA 0 10 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 24353 NORTH AMERICA 0 23 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 28164 SOUTH AMERICA 0 9 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 13777 CENTRAL AMERICA AND THE CARIBBEAN 1 2 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 32376 NORTH AMERICA 1 6 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 185201 SOUTH AMERICA 1 6 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 175755 EUROPE (INCLUDING ICELAND & GREENLAND) 0 2 PROGRAM SERVICES MANAGEMENT CONSULTING 295319 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 895885 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 8660000 NORTH AMERICA 0 0 INVESTMENTS SUB-SAHARAN AFRICA 0 0 INVESTMENTS 3000 CENTRAL AMERICA AND THE CARIBBEAN 0 15 SUPPLIES & SERVICES PURCHASED 12445 EAST ASIA AND THE PACIFIC 0 95 SUPPLIES & SERVICES PURCHASED 425496 EUROPE (INCLUDING ICELAND & GREENLAND) 0 289 SUPPLIES & SERVICES PURCHASED 5424144 MIDDLE EAST AND NORTH AFRICA 0 58 SUPPLIES & SERVICES PURCHASED 286230 NORTH AMERICA 0 254 SUPPLIES & SERVICES PURCHASED 4357871 RUSSIA AND NEIGHBORING STATES 0 3 SUPPLIES & SERVICES PURCHASED 32761 SOUTH AMERICA 0 41 SUPPLIES & SERVICES PURCHASED 125649 SOUTH ASIA 0 32 SUPPLIES & SERVICES PURCHASED 151409 SUB-SAHARAN AFRICA 0 14 SUPPLIES & SERVICES PURCHASED 28393 CENTRAL AMERICA AND THE CARIBBEAN 0 0 ROYALTY INCOME EAST ASIA AND THE PACIFIC 0 0 ROYALTY INCOME EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 ROYALTY INCOME MIDDLE EAST AND NORTH AFRICA 0 0 ROYALTY INCOME NORTH AMERICA 0 0 ROYALTY INCOME RUSSIA AND NEIGHBORING STATES 0 0 ROYALTY INCOME SOUTH AMERICA 0 0 ROYALTY INCOME SOUTH ASIA 0 0 ROYALTY INCOME SUB-SAHARAN AFRICA 0 0 ROYALTY INCOME CENTRAL AMERICA AND THE CARIBBEAN 0 3 SUPPLIES & SERVICES PURCHASED MARKETING 7467 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 SUPPLIES & SERVICES PURCHASED MARKETING 151542 MIDDLE EAST AND NORTH AFRICA 0 1 SUPPLIES & SERVICES PURCHASED MARKETING 848631 NORTH AMERICA 0 13 SUPPLIES & SERVICES PURCHASED MARKETING 1173810 SOUTH AMERICA 0 10 SUPPLIES & SERVICES PURCHASED MARKETING 43363 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING 40397 2 144 1 837 3 981 448678 23139567 23588245 1 1 1 0 0 1 PART I, LINE 2: 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 SCHEDULE F, PART I, LINE 3: SUPPLIES & SERVICES PURCHASED - AS THE PROCUREMENT COMPANY FOR MAYO CLINIC AND AFFILIATES, THE FILING ORGANIZATION PURCHASES SUPPLIES AND SERVICES FROM AROUND THE WORLD. THE AMOUNTS AND REGIONS REFLECTED IN SCHEDULE F AS "SUPPLIES & SERVICES PURCHASED" ARE BASED ON ADDRESSES PROVIDED AT TIME OF INVOICING AND IS A CONSOLIDATED NUMBER FOR ALL THE ENTITIES WHO PURCHASE THROUGH THE FILING ORGANIZATION. 1 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 5000000 SUPPORT EXEMPT PURPOSE SOUTHEAST MINNESOTA PRIVATE INDUSTRY COUNCIL INC 2070 COLLEGE VIEW ROAD EAST ROCHESTER MN 55904 411484613 501(C)(3) 85000 SUPPORT EXEMPT PURPOSE NCSL FOUNDATION FOR STATE LEGISLATURES 7700 EAST FIRST PLACE DENVER CO 80230 742232576 501(C)(3) 50000 SUPPORT EXEMPT PURPOSE ROCHESTER PUBLIC SCHOOL 615 7TH STREET SW ROCHESTER MN 55902 416002803 GOVERNMENT 50000 SUPPORT EXEMPT PURPOSE SUSAN G KOMEN BREAST CANCER FOUNDATION 2040 WEST BETHANY HOME ROAD SUITE 120 PHOENIX AZ 85015 752845061 501(C)(3) 50000 SUPPORT EXEMPT PURPOSE GIFT OF LIFE INC 705 SECOND STREET SW ROCHESTER MN 55902 411495845 501(C)(3) 6375 SUPPORT EXEMPT PURPOSE 6 0 PART I, LINE 2: THE FILING ORGANIZATION CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY WITH PROGRAMS THAT ENHANCE THE MISSION OF THE FILING ORGANIZATION. THE FILING ORGANIZATION ONLY CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY THAT ADDRESS UNMET OR UNDER-FUNDED COMMUNITY NEEDS IN THE AREAS OF HEALTHCARE, EDUCATION, RESEARCH, DIVERSITY AND EQUALITY OF OPPORTUNITY. TRANSFERS OR GRANTS TO 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. X X X X 1 1 1 1 1 0 0 0 0 0 0 ADKINS JR KEDRICK D DIRECTOR (8/25-12/31) 558946 0 50000 0 29761 0 0 0 14024 0 652731 0 0 0 LINDAHL ROGER A ASST SECY/DIRECTOR 259243 0 0 0 1780 0 37803 0 32286 0 331112 0 0 0 LITCHY MD WILLIAM J PRESIDENT/DIRECTOR 0 289251 0 0 0 29678 0 464 0 18803 0 338196 0 0 MATTHIAS MARK A ASST TREAS/DIRECTOR 228629 0 0 0 2254 0 26664 0 31255 0 288802 0 0 0 ROGERS JAMES A ASST SECY/DIRECTOR 273883 0 0 0 2697 0 27737 0 23686 0 328003 0 0 0 SANDEEN DARRELL L VP (1/1-12/31)/DIRECTOR (1/1-8/25) 303937 0 0 0 11764 0 33923 0 26137 0 375761 0 0 0 BRIGHAM ROBERT F ASST SECY 0 451717 0 0 0 53418 0 538 0 26754 0 532427 0 0 BROWN MARIE E ASST TREAS (12/11-12/31) 0 289927 0 0 0 6049 0 403 0 27560 0 323939 0 0 BROWN MICHAEL E ASST SECY 208274 0 0 0 8260 0 24926 0 11028 0 252488 0 0 0 BROWN WILLIAM A ASST TREAS 214598 0 0 0 3039 0 39455 0 21685 0 278777 0 0 0 ESTES DANIEL D ASST TREAS 171849 0 0 0 2108 0 28027 0 16315 0 218299 0 0 0 FRANCIS JAMES R ASST TREAS 333339 0 0 0 21219 0 38457 0 29816 0 422831 0 0 0 FROISLAND JEFFREY R ASST TREAS 277773 0 0 0 3842 0 28826 0 14494 0 324935 0 0 0 GOLDMAN DANIEL S ASST SECY 190314 0 0 0 11353 0 25036 0 21697 0 248400 0 0 0 HERBERT DAVID P ASST TREAS (1/1-12/11) 272385 0 0 0 4758 0 41506 0 27004 0 345653 0 0 0 HOFFMAN III HARRY N TREASURER 0 576289 0 468477 0 188782 0 576262 0 25324 0 1835134 0 468477 HOFFMAN MARY J ASST SECY 0 329027 0 0 0 26947 0 36686 0 24332 0 416992 0 0 HUBERT SHERRY L ASST SECY 245897 0 0 0 919 0 30463 0 23138 0 300417 0 0 0 LOHKAMP CHRISTIE A ASST TREAS 217074 0 0 0 523 0 24825 0 11822 0 254244 0 0 0 MELVIN KEVIN B ASST SECY 0 174859 0 0 0 758 0 14012 0 33152 0 222781 0 0 MENKOSKY PAULA E ASST TREAS 0 412797 0 0 0 29462 0 31326 0 24496 0 498081 0 0 OTTE KIMBERLY K ASST SECY 229176 0 0 0 1254 0 26278 0 24637 0 281345 0 0 0 OVIATT JONATHAN J SECRETARY 525037 0 0 0 78372 0 44727 0 29668 0 677804 0 0 0 BOLTON JEFFREY W CAO - MAYO CLINIC 801232 0 0 0 103486 0 42569 0 20678 0 967965 0 0 0 COLLINS CRAIG C CHAIR FINANCE MIDWEST 280124 0 0 0 1769 0 35928 0 28471 0 346292 0 0 0 GROSSET JESSICA A VICE CHAIR IT OPS AND INFRAST 297059 0 0 0 10541 0 491 0 22949 0 331040 0 0 0 LANGSTRAAT HARLAN J FORMER PHARMACY CHAIR 249649 0 0 0 3691 0 42498 0 22333 0 318171 0 0 0 MCNEILL STEVEN L CHIEF PLANNING OFFICER 347821 0 0 0 16282 0 29577 0 27137 0 420817 0 0 0 NELMS JAMES C CHIEF INFO SECURITY OFFICER 307090 0 0 0 9313 0 39530 0 22912 0 378845 0 0 0 NOSEWORTHY MD JOHN H CEO MAYO CLINIC 1893559 0 0 0 374215 0 49000 0 19888 0 2336662 0 0 0 RAGSDALE JILL M CHIEF HUMAN RESOURCES OFFICER 519520 0 0 0 31341 0 29974 0 23893 0 604728 0 0 0 ROSS CHRISTOPHER J CHIEF INFORMATION OFFICER 573632 0 0 0 31952 0 37874 0 23760 0 667218 0 0 0 ROTTY BRIAN W GBS SERVICE LINE ADMINISTRATOR 216934 0 0 0 1027 0 26361 0 29629 0 273951 0 0 0 RYAN MICHAEL J CHAIR - DEPT OF IT 329497 0 0 0 17198 0 28617 0 24047 0 399359 0 0 0 WESTON JOHN H CHIEF MARKETING OFFICER 346436 0 0 0 13329 0 40765 0 24576 0 425106 0 0 0 WILLIAMSON MARY J CHAIR - DEPT OF PRACTICE ADMIN 12066 387015 0 0 29 3370 25722 0 928 21621 38745 412006 0 0 ABDEL MD MATTHEW P PHYSICIAN 50823 307008 0 0 1084 19029 14653 0 1624 10859 68184 336896 0 0 ALLAN ROBERTA M CHAIR OF DEVELOPMENT - ARIZONA 86408 0 0 0 240829 0 142 0 7729 0 335108 0 0 0 KNUDSON STEVE L CHAIR CON/PAY RELATIONS 272282 0 0 0 2058 0 422 0 24301 0 299063 0 0 0 SEINOLA SCOTT A CHAIR - DEPT OF EDUC ADMIN 180306 100561 0 0 1130 634 415 0 13376 9455 195227 110650 0 0 TRASTEK MD VICTOR F FORMER CEO - ARIZONA 672732 0 0 0 141134 0 27708 0 23801 0 865375 0 0 0 EDWARDS MD BROOKS S FMR PRESIDENT 0 412493 0 0 0 54804 0 35521 0 34845 0 537663 0 0 KOCH MARK B FMR ASST SECY 0 378314 0 0 0 17413 0 533 0 17492 0 413752 0 0 WEIS SHIRLEY A FMR ASST TREAS 33423 0 0 0 1445191 0 50228 0 1478 0 1530320 0 0 0 CASEY MICHAEL A FORMER KEY EMPLOYEE 207946 0 0 0 1289 0 25817 0 22535 0 257587 0 0 0 CROFT CHERYL R FORMER KEY EMPLOYEE 0 233144 0 0 0 1430 0 35114 0 17333 0 287021 0 0 JORGENSEN STEVEN C FORMER KEY EMPLOYEE 91812 0 0 0 28088 0 34388 0 10596 0 164884 0 0 0 STEVENS JEFFREY J FORMER KEY EMPLOYEE 205358 0 0 0 793 0 24322 0 24279 0 254752 0 0 0 BRODERSEN MD MARK P FORMER HIGHEST COMPENSATED 0 651513 0 0 0 148843 0 651 0 27057 0 828064 0 0 CAGIN DO CHARLES R FORMER HIGHEST COMPENSATED 0 584972 0 0 0 108153 0 441 0 17197 0 710763 0 0 CALAMIA MD KENNETH T FORMER HIGHEST COMPENSATED 0 365900 0 0 0 36914 0 654 0 20223 0 423691 0 0 FOGELSON MD JEREMY L FORMER HIGHEST COMPENSATED 0 695867 0 0 0 15847 0 20972 0 23963 0 756649 0 0 LETTIERI MD SALVATORE C FORMER HIGHEST COMPENSATED 0 482936 0 0 0 48916 0 33227 0 23472 0 588551 0 0 MEYERS MD MICHAEL S FORMER HIGHEST COMPENSATED 0 500889 0 0 0 59976 0 27155 0 24044 0 612064 0 0 PAMULAPATI MD KRISHNA M FORMER HIGHEST COMPENSATED 0 521639 0 0 0 58687 0 43339 0 19468 0 643133 0 0 SINGH MD MANDEEP FORMER HIGHEST COMPENSATED 0 563965 0 0 0 87555 0 32664 0 30238 0 714422 0 0 TAK MD TAHIR FORMER HIGHEST COMPENSATED 0 500889 0 0 0 68335 0 49393 0 23990 0 642607 0 0 VAN GOMPEL MD JAMIE J FORMER HIGHEST COMPENSATED 0 565021 0 0 0 10049 0 20540 0 23115 0 618725 0 0 PART I, LINE 1A IN 2014, SEVERAL OF THE LISTED PERSONS OF THE FILING ORGANIZATION SERVED ON THE BOARD OF TRUSTEES FOR MAYO CLINIC (THE PARENT COMPANY OF THE FILING ORGANIZATION) AND WERE PROVIDED TRAVEL FOR COMPANIONS SO THAT SPOUSES COULD ACCOMPANY THEM TO THE SITE OF THE MAYO CLINIC BOARD OF TRUSTEE MEETING. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION AND IS ORDINARILY GROSSED UP. MAYO EMPLOYEES PERFORMING WORK OUTSIDE THEIR STATE OF RESIDENCY ARE ELIGIBLE TO RECEIVE A SUPPLEMENTAL PAYMENT TO HELP OFFSET THE COST OF ADDITIONAL STATE INCOME TAXES INCURRED AS A RESULT OF HAVING TO WORK IN A DIFFERENT STATE. IN 2014, ONE OR MORE LISTED PERSONS RECEIVED THIS SUPPLEMENTAL PAYMENT. 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 2014, KEDRICK ADKINS JR AND DARRELL SANDEEN RECEIVED A HOUSING ALLOWANCE THAT WAS TREATED AS TAXABLE INCOME AND JOHN WESTON RECEIVED A HOUSING ALLOWANCE THAT WAS TREATED AS TAXABLE INCOME WHICH WAS GROSSED UP. 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. SHIRLEY WEIS WAS ALLOWED TO CONTINUE HER PAID CAREER COACHING ENGAGEMENT IN 2014, WHICH WAS TREATED AS A TAXABLE BENEFIT AND GROSSED UP. IN 2014 SHIRLEY A. WEIS ALSO RECEIVED REIMBURSEMENT FOR TRAVEL EXPENSES TO ATTEND A MEETING RELATED TO THE MAYO CLINIC SESQUICENTENNIAL EVENT. THIS WAS TREATED AS TAXABLE INCOME AND GROSSED UP. PART I, LINE 3 THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE CORE 990 PART VI SECTION B LINE 15 FOR FURTHER INFORMATION REGARDING THE PROCESS UTILIZED. PART I, LINES 4A-C 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 RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). ABDEL M.D., MATTHEW P. $ 1,040 BOLTON, JEFFREY W. $ 98,503 BRIGHAM, ROBERT F. $ 50,028 BRODERSEN M.D., MARK P. $104,362 BROWN, MARIE E. $ 4,243 CAGIN D.O., CHARLES R. $ 96,520 CALAMIA M.D., KENNETH T. $ 29,292 EDWARDS M.D., BROOKS S. $ 51,308 FOGELSON M.D., JEREMY L. $ 15,084 FRANCIS, JAMES R. $ 19,008 FROISLAND, JEFFREY R. $ 2,752 GROSSET, JESSICA A. $ 6,871 HERBERT, DAVID P. $ 3,083 HOFFMAN III, HARRY N. $184,589 HOFFMAN, MARY J. $ 10,683 JORGENSEN, STEVEN C. $ 13,354 KOCH, MARK B. $ 14,770 LETTIERI M.D., SALVATORE C. $ 46,527 LITCHY M.D., WILLIAM J. $ 6,521 MCNEILL, STEVEN L. $ 14,991 MENKOSKY, PAULA E. $ 27,320 MEYERS M.D., MICHAEL S. $ 58,777 NELMS, JAMES C. $ 7,383 NOSEWORTHY M.D., JOHN H. $349,582 OVIATT, JONATHAN J. $ 69,618 PAMULAPATI M.D., KRISHNA M. $ 54,837 RAGSDALE, JILL M. $ 29,298 ROGERS, JAMES A. $ 1,237 ROSS, CHRISTOPHER J. $ 28,372 RYAN, MICHAEL J. $ 15,887 SANDEEN, DARRELL L. $ 1,857 SCHMIDT, BRADLEY D. $ 12,719 SINGH M.D., MANDEEP $ 65,779 TAK M.D., TAHIR $ 61,942 TRASTEK M.D., VICTOR F. $131,600 VAN GOMPEL M.D., JAMIE J. $ 8,821 WEIS, SHIRLEY A. $164,349 WESTON, JOHN H. $ 4,632 WILLIAMSON, MARY J. $ 323 THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT (TOTAL INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(I)): ROBERTA M. ALLAN $232,810.88 SHIRLEY WEIS, FORMER CHIEF ADMINISTRATIVE OFFICER OF MAYO CLINIC, RECEIVED CASH ASSISTANCE WITH A VALUE OF $15,000 ALONG WITH PAYMENT OF MOVING EXPENSES PURSUANT TO THE MAYO HOME RELOCATION ASSISTANCE POLICY AVAILABLE TO EMPLOYEES THAT MAYO CLINIC RELOCATES TO ANOTHER WORK SITE. MAYO CLINIC ALSO PURCHASED HER HOME FOR APPRAISED FAIR MARKET VALUE OF $393,870 IN CONNECTION WITH HER RELOCATION. SHE ALSO RECEIVED A NON-COMPETE AND TRANSITION PAYMENT IN THE AMOUNT OF $1,220,000 WHICH APPROXIMATES THE VALUE OF HER SALARY AND BENEFITS DURING THE NON-COMPETE PERIOD FOLLOWING HER RETIREMENT IN DECEMBER, 2013 PLUS $8,949 REIMBURSEMENT FOR LEGAL EXPENSES RELATED TO HER TRANSITION. 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. PART II: COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. BRIGHAM ANDREW FAMILY MEMBER OF ROBERT BRIGHAM, OFFICER 56741 EMPLOYMENT COMPENSATION 0 LINDAHL ANNE FAMILY MEMBER OF ROGER LINDAHL, OFFICER 46867 EMPLOYMENT COMPENSATION 0 MAYER AMY L FAMILY MEMBER OF MARIE E. BROWN, OFFICER 75240 EMPLOYMENT COMPENSATION 0 MAYER STANLEY D FAMILY MEMBER OF MARIE E. BROWN, OFFICER 107138 EMPLOYMENT COMPENSATION 0 PORTLAND REAL ESTATE LLC OWNER BROOKS S. EDWARDS M.D. IS FORMER OFFICER OF MFMER 10920 PROPERTY RENTAL 0 ROBB STEPHEN M FAMILY MEMBER OF MARIE E. BROWN, OFFICER 142655 EMPLOYMENT COMPENSATION 0 SMITH SARA N FAMILY MEMBER OF KEVIN MELVIN, OFFICER 69973 EMPLOYMENT COMPENSATION 0 WILLIAMS KELLY J FAMILY MEMBER OF MICHAEL A. CASEY, KEY EMPLOYEE 38369 EMPLOYMENT COMPENSATION 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: BROWN, MARIE E. ABDEL M.D., MATTHEW P. WILLIAMSON, MARY J. SEINOLA, SCOTT A. MELVIN, KEVIN B. LITCHY M.D., WILLIAM J. HOFFMAN III, HARRY N. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: MENKOSKY, PAULA E. HOFFMAN, MARY J. BRIGHAM, ROBERT F. ADKINS JR KEDRICK D. WILLIAMSON, MARY J. SCHMIDT, BRADLEY D. SANDEEN, DARRELL L. OVIATT, JONATHAN J. NOSEWORTHY M.D., JOHN H. HUBERT, SHERRY L. FROISLAND, JEFFREY R. FRANCIS, JAMES R. COLLINS, CRAIG C. BROWN, WILLIAM A. BOLTON, JEFFREY W. HOFFMAN III, HARRY N. THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: HOFFMAN, MARY J. BRIGHAM, ROBERT F. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: HOFFMAN, MARY J. BRIGHAM, ROBERT F. THE FOLLOWING INDIVIDUAL IS EMPLOYED BY A RELATED ORGANIZATION: MENKOSKY, PAULA E. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: FROISLAND, JEFFREY R. BROWN, MICHAEL E. STEVE L. KNUDSON AND MARK A. MATTHIAS HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF HEALTH TRADITION HEALTH PLAN, A RELATED TAXABLE ENTITY. CHRISTIE A. LOHKAMP AND SHERRY L. HUBERT HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO CLINIC SUPPORT SERVICES, TEXAS, A RELATED TAXABLE ENTITY. PAULA E. MENKOSKY AND JEFFREY R. FROISLAND HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION, A RELATED TAXABLE ENTITY. BRADLEY D. SCHMIDT AND JEFFREY W. BOLTON HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF DESTINATION MEDICAL CENTER EDA, A RELATED TAXABLE ENTITY. DARRELL L. SANDEEN, JONATHAN J. OVIATT, MARK A. MATTHIAS, ROGER A. LINDAHL, SHERRY L. HUBERT, DAVID P. HERBERT AND DANIEL S. GOLDMAN HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO HOLDING COMPANY, A RELATED TAXABLE ENTITY. JAMES A. ROGERS, CHRISTIE A. LOHKAMP AND ROGER A. LINDAHL HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO CLINIC GBS MAURITIUS, A RELATED TAXABLE ENTITY. JONATHAN J. OVIATT, HARRY N. HOFFMAN III AND JEFFREY R. FROISLAND HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO INSURANCE COMPANY, LTD, A RELATED TAXABLE ENTITY. JAMES A. ROGERS, DANIEL D. ESTES AND JEFFREY W. BOLTON HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF RESOUNDANT, INC, A RELATED TAXABLE ENTITY. MARIE E. BROWN, SCOTT A. SEINOLA, DARRELL L. SANDEEN, BRIAN W. ROTTY, MARK A. MATTHIAS, WILLIAM J.LITCHY M.D., DAVID P. HERBERT AND CRAIG C. COLLINS HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MMSI, INC, A RELATED TAXABLE ENTITY. FORM 990, PART VI, SECTION A, LINE 3 MAYO CLINIC AND OTHER RELATED COMPANIES PROVIDE MANAGEMENT SERVICES TO THE ENTIRE SYSTEM OF ENTITIES. 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 6 THE SOLE CORPORATE MEMBER IS MAYO CLINIC. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS OF MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH ARE DESIGNATED BY THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN TRANSACTIONS REQUIRE APPROVAL BY THE MEMBER BEFORE ACTION CAN BE TAKEN SUCH AS AMENDMENT TO THE ARTICLES AND BYLAWS, MERGER, OR OTHER RESTRUCTURING, AND INCURRENCE OF DEBT. FORM 990, PART VI, SECTION A, LINE 8B THE FILING ORGANIZATION HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM SITE ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT. IT IS THEN REVIEWED BY THE ASSISTANT SECRETARY AND THE ASSISTANT TREASURER OF THE FILING ORGANIZATION. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE FILING ORGANIZATION'S GOVERNING BODY VIA U.S. 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. FORM 990, PART VI, SECTION B, LINE 15 THE FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. 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 OCCURS ANNUALLY PRIOR TO IMPLEMENTATION OF THE RESPECTIVE COMPENSATION INCREASE. THE COMPENSATION AND BENEFIT PROGRAM OF THE PRESIDENT WAS REVIEWED AND APPROVED BY THE PROCESS DESCRIBED BELOW FOR PHYSICIANS OF THE ARIZONA, FLORIDA, AND ROCHESTER, MINNESOTA CAMPUSES. THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE INITIALLY REVIEWS THE COMPENSATION AND BENEFIT PROGRAMS FOR PHYSICIANS OF THE ARIZONA, FLORIDA, AND ROCHESTER, MINNESOTA CAMPUSES. THE COMMITTEE IS COMPRISED OF MAYO EMPLOYEES, BUT IS INDEPENDENT FOR INTERNAL REVENUE CODE 4958 FOR THE INDIVIDUALS WHOSE SALARIES ARE REVIEWED (WITH RECUSAL WHERE APPROPRIATE). THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. FOLLOWING REVIEW BY THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE, THE COMPENSATION AND BENEFIT PROGRAMS FOR PHYSICIANS OF THE ARIZONA, FLORIDA, AND ROCHESTER, MINNESOTA CAMPUSES 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. THE SALARY AND BENEFIT PROGRAM OF THE ASSISTANT SECRETARY 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 THE FILING ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND ALSO ON THE MAYOCLINIC.ORG WEBSITE. MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH IS AN AFFILIATE OF MAYO CLINIC. MAYO CLINIC'S CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OR THROUGH THE MINNESOTA ATTORNEY GENERAL'S OFFICE. 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) 9 MAYO CLINIC 1 DESTINATION MEDICAL CENTER EDA 50 SOUTH SIXTH STREET SUITE 1500 MINNEAPOLIS MN 554021498 464893585 ECONOMIC DEVELOPMENT MN 501(C)(3) 11-I MAYO CLINIC 1 GOLD CROSS AMBULANCE SERVICE 200 FIRST STREET SW ROCHESTER MN 55905 411917516 AMBULANCE SERVICE MN 501(C)(3) 9 MFMER 1 LUTHER LAKESIDE APARTMENTS INC PO BOX 1510 EAU CLAIRE WI 54702 391409024 LOW INCOME HOUSING FOR ELDERLY WI 501(C)(3) 9 MCHS--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 PATIENT CARE - CLINIC MN 501(C)(3) 9 N/A 1 MAYO CLINIC ARIZONA 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 860800150 HOSPITAL AND CLINIC AZ 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC FLORIDA (A NONPROFIT CORPORATION) 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 590714831 HOSPITAL FL 501(C)(3) 3 MAYO CLINIC JACKSONVILLE 1 MAYO CLINIC HOSPITAL -- ROCHESTER 200 FIRST STREET SW ROCHESTER MN 55905 410944601 HOSPITAL MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 593337028 PATIENT CARE - CLINIC FL 501(C)(3) 7 MAYO CLINIC 1 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 200 FIRST STREET SW ROCHESTER MN 55905 411506440 CHARITABLE, EDUCATIONAL & SCIENTIFIC ACTIVITIES MN 501(C)(3) 9 MAYO CLINIC 1 MAYO KLINIK STIFTUNG 60486 FRANKFURT AM MAIN FRANKFURT GM FUNDRAISING FOUNDATION GM MFMER 1 MCHS IN WAYCROSS INC 1900 TEBEAU STREET WAYCROSS GA 31501 581667166 HOSPITAL GA 501(C)(3) 3 MAYO CLINIC JACKSONVILLE 1 MCHS--ALBERT LEA AND AUSTIN 1000 FIRST DRIVE NW AUSTIN MN 55912 411404075 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MCHS--AUSTIN FOUNDATION 1000 FIRST DRIVE NW AUSTIN MN 55912 300107471 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--ALBERT LEA AND AUSTIN 1 MCHS--CANNON FALLS 32021 COUNTY ROAD 24 BLVD CANNON FALLS MN 55009 204156428 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MCHS--CHIPPEWA VALLEY INC 1501 THOMPSON STREET BLOOMER WI 54724 390980343 HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC 1 MCHS--EAU CLAIRE CLINIC INC 733 W CLAIREMONT AVE PO BOX 1510 EAU CLAIRE WI 54702 391735831 PATIENT CARE - 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CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MCHS--RED CEDAR INC 2321 STOUT ROAD MENOMONIE WI 54751 510190875 HOSPITAL AND CLINIC WI 501(C)(3) 3 MAYO CLINIC 1 MCHS--RED WING 701 HEWITT BOULEVARD RED WING MN 55066 411713783 PATIENT CARE SERVICES MN 501(C)(3) 3 MAYO CLINIC 1 MCHS--SPRINGFIELD 625 NORTH JACKSON AVENUE SPRINGFIELD MN 56087 411893827 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MCHS--ST JAMES 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 410797368 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MCHS--ST JAMES HEALTH CARE FOUNDATION 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 411444129 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--ST JAMES 1 MCHS--SUPPORTIVE HOMECARE INC PO BOX 2060 EAU CLAIRE WI 54702 391686673 HOME HEALTH CARE WI 501(C)(3) 9 MCHS--EAU CLAIRE HOSPITAL INC 1 MCHS--WASECA 501 NORTH STATE STREET WASECA MN 56093 363606405 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MILES AND SHIRLEY FITERMAN ENDOWMENT FUND FOR DIGESTIVE DISEASES 200 FIRST STREET SW ROCHESTER MN 55905 412020392 SUPPORT RESEARCH, PRACTICE & EDUCATION MN 501(C)(3) 11-I MAYO CLINIC 1 POVERELLO FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 411494881 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MAYO CLINIC HOSPITAL - ROCHESTER 1 ANTIOCH II FOUNDATION 230 FRONT STREET NORTH LA CROSSE WI 54602 208185576 FUNDRAISING FOUNDATION WI 501(C)(3) 11-I N/A 0 FRANKLIN HEATING STATION 119 THIRD ST SW ROCHESTER MN 55902 410264830 UTILITY MN N/A LATIGO PETROLEUM LLC PO BOX 14230 ODESSA TX 79768 364767494 OIL & GAS EXPLORATION DE N/A PHYSICIAN SOFTWARE SYSTEMS LLC 3333 WARRENVILLE ROAD SUITE 200 LISLE IL 60532 453414836 HEALTHCARE RELATED SOFTWARE IL MFMER UNRELATED -827429 2879549 0 1 0.49580 WATERSHED CAP INSTL PRTNRS III LP ONE MARITIME PLAZA SUITE 1525 SAN FRANCISCO CA 94111 462982848 INVESTMENT ACTIVITIES DE N/A BWL HOLDINGS INC 1209 ORANGE STREET WILMINGTON DE 19801 472413749 OIL & GAS EXPLORATION DE N/A C 1 AMBIENT CLINICAL ANALYTICS INC 221 1ST AVE SW SUITE 202 ROCHESTER MN 55902 800928405 SOFTWARE DE MFMER C 117463 0.51330 1 CAVALRY CLO III LTD PO BOX 1093 GT QUEENSGATE HOUSE S GRAND CAYMAN CJ INVESTMENT ACTIVITIES CJ N/A C 1 CAVALRY CLO IV LTD PO BOX 1093 GT QUEENSGATE HOUSE S GRAND CAYMAN CJ INVESTMENT ACTIVITIES CJ N/A C 1 GMO GLOBAL BOND INVESTMENT FUND 78 SIR JOHN ROGERSONS QUAY DUBLIN 2 EI OTHER FINANCIAL INVESTMENT ACTIVITIES EI N/A 1 HEALTH TRADITION HEALTH PLAN 1808 EAST MAIN STREET ONALASKA WI 54650 391545987 MEDICAL SERVICES COMPANY WI N/A C 1 LOBSS NETWORK SUPPORT 2002 INC 200 FIRST STREET SW ROCHESTER MN 55905 481276150 ADMINISTRATIVE SERVICES MN N/A C 1 MAYO CLINIC GBS MAURITIUS 2ND FLOOR EBENE MEWS 57 EBENE CYBERCITY MP HEALTHCARE MANAGEMENT MP MFMER C 2878 1.00000 1 MAYO CLINIC SUPPORT SERVICES TEXAS 200 FIRST STREET SW ROCHESTER MN 55905 471751102 HEALTH SERVICES TX N/A C 1 MAYO HOLDING COMPANY 200 FIRST STREET SW ROCHESTER MN 55905 411578020 HOLDING COMPANY MN N/A C 1 MAYO INSURANCE COMPANY LTD 200 FIRST STREET SW ROCHESTER MN 55905 SELF INSURANCE POOL CJ N/A C 1 MCHS--DECORAH CLINIC PHYSICIANS 907 MONTGOMERY STREET DECORAH IA 52101 411711329 PATIENT CARE - 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