2015-11-16T13:48:47-06:00 2014-12-31 990 2014-01-01 416011702 MAYO CLINIC MAYO 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 KEDRICK D ADKINS CFO 5075381297 2015-11-16 2014 2016-04-25 22:37:26Z JOHN H NOSEWORTHY MD 200 FIRST STREET SW ROCHESTER MN 55905 5404345229 0 5983 X WWW.MAYO.EDU X 1919 MN EDUCATION, RESEARCH AND PATIENT CARE 31 12 23737 720 542033202 62443018 897920716 719080681 3214819885 2934301601 415344107 225863934 32111325 40442510 4560196033 3919688726 223284327 133494343 0 0 2067368323 2084127196 1098594 845978 36966175 1884950278 1505235124 4176701522 3723702641 383494511 195986085 9966983729 9872787913 6286541987 7277028415 3680441742 2595759498 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 213863508 4793411 50396655 EDUCATION (SEE SCHEDULE O FOR DESCRIPTION)MEDICAL EDUCATION: 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 CONTINUES. WE ARE COMMITTED TO PROVIDING USEFUL, TIMELY KNOWLEDGE AND SKILLS THAT REFLECT OUR 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 WORLD.THE EDUCATIONAL ACTIVITIES OF MAYO CLINIC ARE CENTERED IN MAYO CLINIC COLLEGE OF MEDICINE WHICH CONSISTS OF FIVE SCHOOLS: 1. MAYO SCHOOL OF GRADUATE MEDICAL EDUCATION, ONE OF THE FIRST MEDICAL SPECIALTY TRAINING PROGRAMS IN THE WORLD, IS THE OLDEST OF OUR EDUCATIONAL ENDEAVORS. MORE THAN 23,000 ALUMNI HAVE BEEN TRAINED SINCE ITS INCEPTION IN 1915. THE SCHOOL HAS 271 MEDICAL RESIDENT AND FELLOWSHIP TRAINING PROGRAMS REPRESENTING VIRTUALLY EVERY MEDICAL SPECIALTY PRACTICE. IN 2014, ENROLLMENT IN THE SCHOOL TOTALED OVER 1,665 RESIDENTS AND FELLOWS.2. MAYO MEDICAL SCHOOL PROVIDES DOCTOR OF MEDICINE DEGREES AND JOINT MD-PH.D DEGREES. THERE WERE APPROXIMATELY 200 STUDENTS ENROLLED AT MAYO MEDICAL SCHOOL IN 2014. THE CURRICULUM OF MAYO MEDICAL SCHOOL FOCUSES ON EDUCATING PHYSICIAN LEADERS IN PATIENT-CENTERED, SCIENCE-DRIVEN, TEAM-BASED, HIGH VALUE HEALTH CARE. STUDENTS AT MAYO MEDICAL SCHOOL ALSO RECEIVE CORE KNOWLEDGE ON THE SCIENCE OF HEALTH CARE DELIVERY. ADDITIONAL OFFERINGS AT THE SCHOOL INCLUDE VISITING MEDICAL STUDENT CLERKSHIP PROGRAMS AND SUMMER MINORITY MEDICAL STUDENT PROGRAMS.CURRENTLY, MAYO MEDICAL SCHOOL ENROLLS 50 STUDENTS PER YEAR IN ROCHESTER. THE NEW ARIZONA CAMPUS OPENING IN 2017 WILL DOUBLE THE ENROLLMENT WITH 50 ADDITIONAL STUDENTS PER YEAR ON THE CAMPUS IN THE SOUTHWEST. ALONG WITH THESE TWO FOUR-YEAR CAMPUSES, MAYO CLINIC'S FLORIDA CAMPUS WILL FEATURE COMPLETE MAYO MEDICAL SCHOOL THIRD- AND FOURTH-YEAR PROGRAMS, BEGINNING IN 2016. THIS EXPANSION TO A NATIONAL MEDICAL SCHOOL WILL PROVIDE MAYO'S MEDICAL STUDENTS WITH DIVERSE PATIENT AND LEARNING EXPERIENCES ACROSS MULTIPLE PRACTICE SETTINGS.3. MAYO GRADUATE SCHOOL HAS A DISTINGUISHED HISTORY OF ACHIEVING ITS MISSION TO PREPARE STUDENTS FOR CAREERS AS COMPETITIVE, INDEPENDENT RESEARCH INVESTIGATORS. MAYO GRADUATE SCHOOL 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. STUDENTS HAVE THE OPPORTUNITY TO WORK WITH WORLD-RENOWNED RESEARCHERS ON MAYO CLINIC SITES IN ARIZONA, FLORIDA AND MINNESOTA. ENROLLMENT CURRENTLY INCLUDES APPROXIMATELY 190 PH.D. AND M.D.-PH.D. CANDIDATES, AND 100 MASTER'S CANDIDATES IN BIOMEDICAL SCIENCE.4. MAYO 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, THE SCHOOL HAS MORE THAN 1,800 STUDENTS FROM 43 STATES AND 9 FOREIGN COUNTRIES. THE SCHOOL OFFERS MORE THAN 130 PROGRAMS REPRESENTING 60 HEALTH CARE PROFESSIONS. THE SCHOOL'S NEARLY 500 FACULTY MEMBERS ENSURE EVERY STUDENT RECEIVES EXTENSIVE PERSONALIZED TRAINING. 5. MAYO 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 2014, THE SCHOOL PROVIDED 365 CONTINUING EDUCATION ACTIVITIES TO 83,010 PHYSICIAN AND 45,710 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. DOCTORS 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. "ASK MAYO EXPERT" ALSO PROVIDES PHYSICIANS WITH A LIST OF COLLEAGUE EXPERTS SPECIFIC TO THEIR QUERY. A MOBILE VERSION OF "ASK MAYO EXPERT" IS AVAILABLE FOR APPLE'S IPHONE, IPAD AND IPOD TOUCH.MAYO CLINIC ALSO HAS A QUALITY ACADEMY THAT OFFERS INDIVIDUAL AND TEAM-BASED CLASSES TO EDUCATE MAYO 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. CURRENTLY THERE ARE OVER 32,000 BRONZE, 4,800 SILVER AND 169 GOLD AND 4 DIAMOND CERTIFIED QUALITY FELLOW EMPLOYEES AT MAYO CLINIC. 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 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 MULTISPECIALTIES 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 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 IN EACH OF THE SCHOOLS WITHIN THE COLLEGE.MAYO CLINIC'S CENTER FOR SOCIAL MEDIA, 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 2014, MAYO CLINIC CONNECTED WITH OVER 7.4 MILLION PEOPLE THROUGH SOCIAL MEDIA CHANNELS. 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 PUBLISHES 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 HEALTH CARE PROFESSIONALS AND CONSUMERS. FROM AN ONLINE PERSPECTIVE, MAYO CLINIC HOSTS BLOGS, PODCASTS AND A VARIETY OF HEALTH INFORMATION ONLINE FOR SEVERAL AUDIENCES INCLUDING CONSUMERS, PATIENTS, HEALTH CARE PROFESSIONALS, PHYSICIANS AND OTHER SPECIALIZED GROUPS. ALL OF THESE EDUCATIONAL EFFORTS BUILD AND EXPAND ON OUR PATIENT CARE ACTIVITIES TO SHARE MEDICAL KNOWLEDGE AND ENABLE THE HIGHEST QUALITY AND SAFEST PATIENT CARE. PROGRAM SERVICE EXPENDITURES FOR EDUCATIONAL ACTIVITIES WERE APPROXIMATELY $214,000,000 IN 2014. 2267466895 2652595950 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. MAYO CLINIC'S STYLE 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 WELL BEING BY PROVIDING THE BEST CARE TO EVERY PATIENT THROUGH INTEGRATED CLINICAL PRACTICE, EDUCATION AND RESEARCH". WE COMBINE OUR HERITAGE OF COLLABORATIVE MEDICAL EXPERTISE 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 THE SAINT MARYS CAMPUS AND THE 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 IN ARIZONA AND MAYO CLINIC IN JACKSONVILLE WHICH PROVIDE SERVICES TO PATIENTS IN THE SOUTHWEST AND SOUTHEAST REGIONS OF THE US. 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 COMPOSED 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. IN DETERMINING THAT MAYO CLINIC QUALIFIES AS A TAX EXEMPT ENTITY, THE IRS STATED PATIENT CARE ACTIVITIES ARE "AN INTRINSIC PART OF, AND ARE INTRICATELY INTERTWINED WITH, MAYO CLINIC'S EDUCATIONAL AND SCIENTIFIC RESEARCH PURPOSES" AND ARE OF THE SCOPE NECESSARY TO ACHIEVE THESE PURPOSES. EVERY YEAR, PEOPLE FROM ALL 50 STATES AND MORE THAN 135 COUNTRIES COME TO MAYO CLINIC FOR CARE. IN ROCHESTER, OVER 32,000 PATIENT CARE PHYSICIANS, RESIDENTS AND ALLIED HEALTH STAFF PROVIDED SERVICES FOR MORE THAN 1.6 MILLION OUTPATIENT VISITS IN 2014. PROGRAM SERVICE EXPENDITURES FOR PATIENT CARE ACTIVITIES WERE APPROXIMATELY $2,300,000,000 IN 2014.MAYO PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS. SERVICES ARE PROVIDED TO BOTH MEDICARE AND MEDICAID PATIENTS AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. CHARITY CARE IS ALSO PROVIDED FOR PATIENTS THAT ARE FINANCIALLY UNABLE TO PAY FOR SERVICES PROVIDED. IN 2014, THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICAID AND MINNESOTACARE WAS APPROXIMATELY $140,200,000. THIS AMOUNT INCLUDES $38,800,000 PAID TO MINNESOTA CARE (A PROGRAM THAT PROVIDES MEDICAL ASSISTANCE FOR LOW INCOME POPULATIONS). THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICARE WAS APPROXIMATELY $1,163,000,000. THE COST OF CHARITY CARE PROVIDED IN 2014 WAS APPROXIMATELY $20,100,000.IN 2014, OUT OF SYSTEM-WIDE REVENUES OF $9.8 BILLION, MAYO CLINIC AND ITS AFFILIATES PROVIDED QUANTIFIABLE BENEFITS TO THE BROADER COMMUNITY IT SERVES OF OVER $926 MILLION. MAYO CLINIC IS DEDICATED TO SERVING ALL PATIENTS WHO NEED OUR CARE. IN 2014, OUR BENEFIT TO THE BROADER COMMUNITY INCLUDED $1.7 BILLION IN SERVICES THAT WENT UNPAID THROUGH MEDICARE, MEDICAID OR OTHER SENIOR AND INDIGENT CARE PROGRAMS. WE ALSO PROVIDED AN ADDITIONAL $75.9 MILLION IN CHARITY CARE TO PATIENTS IN SIGNIFICANT FINANCIAL NEED.QUALITY IS THE HALLMARK OF MAYO CLINIC. MAYO CLINIC HAS BEEN RECOGNIZED BY OUTSIDE ORGANIZATIONS FOR HIGH QUALITY HEALTH CARE DELIVERY. THESE GROUPS INCLUDE U.S. NEWS & WORLD REPORT (AMERICA'S BEST HOSPITALS HONOR ROLL FOR THE 24TH YEAR IN ROW), UNIVERSITY HEALTH SYSTEM CONSORTIUM LEADERSHIP AWARD, LEAPFROG TOP HOSPITALS, CONSUMER REPORTS' SAFETY SCORE AND AMERICAN NURSES CREDENTIALING CENTER MAGNET STATUS. FORTUNE MAGAZINE ALSO NAMED MAYO CLINIC TO ITS SELECT LIST OF THE "100 BEST COMPANIES TO WORK FOR" IN 2014 FOR THE 12TH CONSECUTIVE YEAR. PATIENTS ALSO RECOGNIZE THE EXCELLENT CARE THEY RECEIVE AT MAYO CLINIC. TO ENSURE THE HIGHEST STANDARDS OF CARE AND TO SERVE THE PUBLIC AS A TRUSTED SOURCE OF HEALTH SERVICES AND HEALTH INFORMATION, MAYO CLINIC STRIVES TO TRANSFORM HEALTH CARE DELIVERY TO ALLOW NEW CARE MODELS AND SERVICES, AND EXPAND THE RANGE OF PRODUCTS AND SERVICES OFFERED. MAYO CLINIC HAS DEVOTED SIGNIFICANT RESOURCES TO ACCELERATE ITS INNOVATION EFFORTS BY CREATING THE CENTER FOR INNOVATION (CFI). THE MISSION OF THE CENTER IS TO TRANSFORM THE WAY HEALTH CARE IS EXPERIENCED AND DELIVERED BY PROVIDING A UNIQUE SETTING FOR NURTURING NEW IDEAS, ENABLING THEM TO GROW, MATURE AND EVOLVE UNTIL THEY ARE READY FOR THE CLINICAL SETTING. CFI IS PURSUING MANY AVENUES FOR INNOVATIVE THINKING TO DEVELOP WHAT MEDICAL PRACTICES WILL BE DOING TOMORROW, AND TO IDENTIFY WAYS TO DO WHAT THEY DO TODAY, BETTER.ALTHOUGH MAYO CLINIC IS PRIMARILY A SPECIALTY CARE PRACTICE, IN 2013, MAYO CLINIC CREATED THE OFFICE OF POPULATION HEALTH MANAGEMENT (OPHM) TO DEVELOP A FRAMEWORK TO TRANSFORM THE WAY PRIMARY AND COMMUNITY CARE ARE DELIVERED WITHIN THE LOCAL COMMUNITY. OPHM COORDINATES EXISTING PRACTICE MODELS WITH TRANSFORMATIONAL INITIATIVES TO BETTER ENGAGE PATIENTS TO KEEP THEM HEALTHY, SUPPORTS THEIR WELLNESS GOALS AND HELPS THEM TO BETTER MANAGE CHRONIC ILLNESSES. THE PRACTICE CHANGE INITIATIVES DEVELOPED, TESTED AND IMPLEMENTED THROUGH THE OFFICE'S MMOCC PROJECT (MAYO MODEL OF COMMUNITY CARE) 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. ALPHA SITES FOR THESE INITIATIVE TEST CHANGE CONCEPTS, AND UPON SUCCESSFUL IMPLEMENTATION, CHANGE STRATEGIES ARE THEN DIFFUSED TO REMAINING MAYO SITES. THE MMOCC PROJECT HAS BEEN EXECUTED IN PHASES AND WILL REMAIN SO UNTIL DESIRED POPULATION HEALTH DELIVERY MODELS ARE STANDARDIZED THROUGHOUT THE ENTERPRISE. IN 2011, MAYO ESTABLISHED MAYO CLINIC CARE NETWORK. THE NETWORK INCLUDES 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 CAN USE ELECTRONIC CARE REFERENCE AND COLLABORATION TOOLS THAT CONNECT THEM DIRECTLY TO MAYO CLINIC SPECIALISTS, DISEASE MANAGEMENT PROTOCOLS, CLINICAL CARE GUIDELINES AND TREATMENT RECOMMENDATIONS, AS WELL AS 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 CLOSE OF 2014, THE MAYO CLINIC CARE NETWORK CONSISTED OF MORE THAN 30 MEMBERS ACROSS 18 STATES AND IN PUERTO RICO AND MEXICO. 539037834 51787167 3582396 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. PHYSICIANS, PHYSICIAN/RESEARCHERS AND CAREER SCIENTISTS WORK IN TANDEM TO CHANGE THE FUTURE OF MEDICINE AND TO IMPROVE THE HEALTH AND WELL BEING OF NOT JUST MAYO CLINIC PATIENTS BUT ALSO THE PUBLIC AT LARGE AS THESE FINDINGS ARE DISSEMINATED WORLDWIDE.MOST OF THE PATIENT CARE PHYSICIANS AT MAYO CLINIC IN ROCHESTER PARTICIPATE IN SOME RESEARCH ACTIVITIES. IN ADDITION, 812 PHYSICIAN AND SCIENTISTS, OVER 680 RESEARCH ASSOCIATES AND FELLOWS AND A TOTAL OF 3,317 PERSONNEL WERE ENGAGED PRIMARILY IN RESEARCH ACTIVITIES IN 2014. THESE ACTIVITIES INCLUDE BASIC SCIENCE RESEARCH, CLINICAL TRIALS, TRANSLATIONAL RESEARCH AND HUMAN RESEARCH STUDIES. DURING 2014, OVER 6,390 RESEARCH AND REVIEW ARTICLES BASED ON MAYO CLINIC RESEARCH WERE PUBLISHED IN PEER-REVIEWED JOURNALS AND OVER 9,800 HUMAN CLINICAL STUDIES WERE CONDUCTED BY MAYO RESEARCHERS AND CLINICIANS. THROUGH OUR 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 OUR 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.OTHER EXAMPLES OF MAYO CLINIC RESEARCH ADVANCES IN 2014 INCLUDE:* DEMONSTRATING THAT THE MEASLES VIRUS CAN BE AN EFFECTIVE TREATMENT FOR MULTIPLE MYELOMA* ADVANCED TO PUBLIC USE THE MAYO-RESEARCH BASED TEST FOR COLON CANCER, COLOGUARD* DISCOVERING A NEW TYPE OF BONE AND FACE CANCER* ADVANCING THE ROLE OF TAU AND A THIRD PROTEIN, TDP-43 AS CAUSES OF ALZHEIMER'S* DEMONSTRATED A SYNTHETIC PEPTIDE CAN DELIVER DRUGS ACROSS THE BLOOD-BRAIN BARRIER* DISCOVERED A NEW GENE ROLE IN CANCER SUPPRESSIONFUNDING OF RESEARCH ACTIVITIES AT MAYO CLINIC COMES FROM OVER 4,000 GRANTS AND CONTRACTS AS WELL AS FROM MAYO FUNDS AND GIFTS FROM GENEROUS BENEFACTORS. TOTAL EXPENDITURES FOR RESEARCH ACTIVITIES IN 2014 WERE APPROXIMATELY $539,000,000. 76913764 76913764 255408908 COMMUNITY CONTRIBUTIONS:COLLABORATION AND COMMUNITY GIVING IS A TIME-HONORED PART OF MAYO'S HERITAGE. MAYO'S FOUNDERS CREATED AN ORGANIZATION WHERE SUPPORTING THE COMMUNITY IS INTEGRAL TO OUR CULTURE. QUALITY PATIENT CARE, RESEARCH AND EDUCATION ARE ONLY POSSIBLE IN A THRIVING, VIBRANT COMMUNITY, WITH EXCELLENT EDUCATION PROGRAMS AT ALL LEVELS, A WELL-TRAINED WORK FORCE AND AMENITIES THAT MAKE ROCHESTER A DESIRABLE PLACE TO LIVE. A THRIVING COMMUNITY ALSO 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 AND UNEQUAL ACCESS TO HEALTH CARE. ROCHESTER IS A VERY DIVERSE COMMUNITY, CREATING A NEED TO WELCOME DIVERSE NEWCOMERS, TO HELP THEM ASSIMILATE TO THEIR NEW ENVIRONMENT, AND TO PROVIDE SERVICES THAT ARE UNIQUE TO THEIR NEEDS. EVEN THOUGH ROCHESTER HAS EXCELLENT SCHOOLS, MANY STUDENTS IN THE COMMUNITY STRUGGLE BECAUSE OF LANGUAGE DIFFERENCES OR PROBLEMS AT HOME. MAYO CLINIC'S OFFICE OF COMMUNITY ENGAGEMENT WORKS TO BUILD COLLABORATIVE PARTNERSHIPS WITH COMMUNITY GOVERNMENTAL AGENCIES, COMMUNITY GROUPS, AND NON-PROFIT ORGANIZATIONS TO BUILD ADDITIONAL CAPACITY AND ENSURE SUSTAINABILITY TO MEET THESE EVER INCREASING NEEDS. MAYO ALSO MAKES FINANCIAL AND IN-KIND CONTRIBUTIONS TO COMMUNITY ORGANIZATIONS. MAYO'S COMMUNITY CONTRIBUTIONS ARE THE RESULT OF NEEDS-BASED ASSESSMENTS AND FALL INTO BROAD CATEGORIES INCLUDING: HEALTH AND WELLNESS, DIVERSITY, HOUSING, EDUCATION-WORKFORCE DEVELOPMENT, YOUTH (ESPECIALLY AT-RISK YOUTH) AND THE CULTURAL ARTS. MAYO STRIVES TO MAINTAIN A CONTRIBUTIONS PROGRAM THAT IS FISCALLY RESPONSIBLE AND SOCIALLY ACCOUNTABLE WHILE BEING TRUE TO OUR STATUS AS A NON-PROFIT CORPORATION. IN 2014, MAYO CLINIC PROVIDED ALMOST $2 MILLION IN FINANCIAL ASSISTANCE TO MORE THAN 90 NON-PROFIT ORGANIZATIONS.SOME EXAMPLES OF MAYO CLINIC'S COMMUNITY CONTRIBUTIONS & COLLABORATIONS 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.* CAPITAL SUPPORT TO CHILDCARE RESOURCES AND REFERRAL, ROCHESTER BOYS AND GIRLS CLUB, AND CHANNEL ONE FOOD BANK TO EXPAND PROGRAM CAPACITY AND LONG-TERM SUSTAINABILITY FOR PROGRAMS THAT ASSIST COMMUNITY MEMBERS IN FINANCIAL NEED.* SUPPORT FOR EARLY CHILDHOOD EDUCATION AND ENRICHMENT NEEDS AMONG FAMILIES IN FINANCIAL NEED AND HELP RESIDENTS EMERGE FROM HARDSHIP TO INDEPENDENCE AND GREATER HEALTH.* MAYO 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 ANALYZES NEEDS AND CREATES SOLUTIONS FOR HEALTH CARE ACCESS, HEALTH EDUCATION AND PREVENTION FOR ALL MEMBERS OF THE ROCHESTER COMMUNITY AND IN THE SOUTHEAST MINNESOTA REGION.* MAYO 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 PATIENTS WITH SERIOUS AND COMPLICATED ILLNESSES WITH A HOME-LIKE PLACE TO LIVE DURING THEIR LENGTHY VISITS TO ROCHESTER FOR EXTENDED CARE.* MAYO PARTNERS WITH THE OLMSTED COUNTY HEALTH DEPARTMENT, OLMSTED COUNTY MEDICAL CENTER, AND OTHER AREA HEALTH PROVIDERS TO PREPARE FOR AND COORDINATE RESPONSES TO EMERGENCY HEALTH ISSUES. SHARED SERVICES:VARIOUS SHARED SERVICES THROUGHOUT MAYO PROVIDE GENERAL INFRASTRUCTURE AND SUPPORT SERVICES TO THE AFFILIATES OF MAYO CLINIC. 76913764 76913764 255408908 3097282001 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 0 1 1 1 1 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 1 1 1 1 1 0 0 1 1 1 1 0 0 1 X 998 0 1 23737 1 1 1 1 GM CJ EI MX MP 0 0 0 0 1 1 0 0 1 0 X 31 12 1 1 0 0 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 X CORPORATE TAX 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 ALVARADO LINDA G TRUSTEE 5.00 0.00 X 4197 0 0 ANDERSON BRADBURY BRAD H TRUSTEE 5.00 0.00 X 0 0 0 BARKSDALE JAMES L TRUSTEE 5.00 0.00 X 6400 0 0 BERRY MD DANIEL J TRUSTEE 40.00 0.00 X 701367 0 60789 BOLTON JEFFREY W CAO/VP/TRUSTEE 40.00 0.00 X X 0 904718 63247 BROKAW THOMAS J TRUSTEE 5.00 0.00 X 2581 0 0 BUSKIRK MD STEVEN J TRUSTEE 1.00 40.00 X 0 597422 62043 CARLSON NELSON MARILYN CHAIR/TRUSTEE 5.00 0.00 X X 0 0 0 CODINA ARMANDO TRUSTEE 5.00 0.00 X 62534 0 0 COLEMAN MARY SUE TRUSTEE 5.00 0.00 X 50932 0 0 CORDOVA PHD FRANCE A TRUSTEE 5.00 0.00 X 932 0 0 DECKER MD WYATT W VP/TRUSTEE 1.00 40.00 X X 0 924762 56356 DI PIAZZA JR SAMUEL A CHAIR/TRUSTEE 5.00 0.00 X X 4043 0 0 DOUGHERTY MICHAEL E TRUSTEE 5.00 0.00 X 7567 0 0 EHMAN MD RICHARD L TRUSTEE 40.00 0.00 X 662391 0 64489 GEORGE WILLIAM W TRUSTEE 5.00 0.00 X 0 0 0 GOSTOUT MD BOBBIE S TRUSTEE 40.00 0.00 X 586211 0 49288 GREENE MD EDDIE L TRUSTEE 40.00 0.00 X 295694 0 54665 HALVORSON GEORGE C TRUSTEE 5.00 0.00 X 55110 0 0 HARPER JR MD CHARLES M TRUSTEE 40.00 0.00 X 971655 0 70387 HERBERGER PHD ROY A TRUSTEE 5.00 0.00 X 1170 0 0 JOHNSON PAMELA O TRUSTEE 1.00 40.00 X 0 373108 28576 KRAHN MD LOIS E TRUSTEE 1.00 40.00 X 0 388138 55964 MILLINER MD DAWN S TRUSTEE 40.00 0.00 X 483079 0 3491 MITCHELL PATRICIA E TRUSTEE 5.00 0.00 X 2260 0 0 NESSE MD ROBERT E TRUSTEE 40.00 0.00 X 866876 0 19647 NOSEWORTHY MD JOHN H CEO/PRESIDENT/TRUSTEE 40.00 0.00 X X 0 2267774 68888 OLSEN MD KERRY D TRUSTEE 40.00 0.00 X 546977 0 17753 OLSON RONALD L TRUSTEE 5.00 0.00 X 0 0 0 PETERS AULANA L TRUSTEE 5.00 0.00 X 4255 0 0 POWELL MICHAEL K TRUSTEE 5.00 0.00 X 0 0 0 RAYMOND PHD LEE R TRUSTEE 5.00 0.00 X 7027 0 0 ROGER MD VERONIQUE L TRUSTEE 40.00 0.00 X 576580 0 43722 RUPP MD WILLIAM C VP/TRUSTEE 1.00 40.00 X X 0 1025619 23714 SCHMIDT ERIC E TRUSTEE 5.00 0.00 X 0 0 0 STEER MD RANDOLPH C TRUSTEE 5.00 0.00 X 2213 0 0 TATLOCK ANNE E TRUSTEE 5.00 0.00 X 5972 0 0 TAYLOR DIANA L TRUSTEE 5.00 0.00 X 72820 0 0 TOMM CHARLES B TRUSTEE 5.00 0.00 X 0 0 0 WILLIAMSON MARY J TRUSTEE 40.00 0.00 X 390385 12095 48271 ADKINS JR KEDRICK D CFO 1.00 40.00 X 0 638707 14024 BRIGHAM ROBERT F ASST. SECRETARY 1.00 40.00 X 0 505135 27292 BROWN WILLIAM A ASST. TREASURER 1.00 40.00 X 0 217637 61140 COLLINS CRAIG C ASST. TREASURER 1.00 40.00 X 0 281893 64399 FRANCIS JAMES R ASST. TREASURER 1.00 40.00 X 0 354558 68273 FROISLAND JEFFREY R ASST. TREASURER 1.00 40.00 X 0 281615 43320 GORMAN PAUL A ASST. TREASURER 40.00 0.00 X 692518 0 425080 HAEFLINGER RICKY J ASST. TREASURER 40.00 0.00 X 426037 0 255316 HOFFMAN III HARRY N TREASURER 40.00 0.00 X 1233548 0 601586 HOFFMAN MARY J ASST. TREASURER 1.00 40.00 X 0 355974 61018 HUBERT SHERRY L ASST. SECRETARY 1.00 40.00 X 0 246816 53601 MENKOSKY PAULA E ASST. SECRETARY 1.00 40.00 X 0 442259 55822 OVIATT JONATHAN J SECRETARY 1.00 40.00 X 0 603409 74395 SANDEEN DARRELL L INTERIM CFO 1.00 40.00 X 0 315701 60060 SCHMIDT BRADLEY D ASST. TREASURER 1.00 40.00 X 0 98733 31923 BLACK MD JOHN L PHYSICIAN 40.00 0.00 X 393876 0 59315 CAMILLERI MD MICHAEL EXEC DEAN FOR DEVELOPMENT 40.00 0.00 X 679967 0 73552 COCKERILL MD FRANKLIN R CHAIR - LAB MED & PATH 40.00 0.00 X 454871 0 19167 DIASIO MD ROBERT B DIRECTOR - MAYO CANCER CENTER 40.00 0.00 X 655021 0 22889 FOOTE MD ROBERT L CHAIR - RAD ONCOLOGY 40.00 0.00 X 599099 0 60542 GERTZ MD MORIE A CHAIR-ROCH INTERN MED 40.00 0.00 X 606531 0 18031 GORES MD GREGORY J EXECUTIVE DEAN OF RESEARCH 40.00 0.00 X 712670 0 69781 HADAWAY CHERYL J CHAIR DEPT OF DEVELOPMENT 40.00 0.00 X 432687 0 17133 HAYES MD DAVID L PHYSICIAN 40.00 0.00 X 601812 0 24270 HORLOCKER MD TERESE T CHAIR CPC SPACE COMMITTEE 40.00 0.00 X 478402 0 55026 KHAN MD AMIR R PHYSICIAN 40.00 0.00 X 475115 0 49715 KOCH MARK B CHAIR MCHS ADMIN 40.00 0.00 X 395727 0 18025 MORICE MD WILLIAM G CHAIR LAB MED AND PATH 40.00 0.00 X 425169 0 58322 NARR MD BRADLY J CHAIR-ANESTHESIOLOGY 40.00 0.00 X 535890 0 66554 NELSON MD HEIDI CHAIR-SURGERY 40.00 0.00 X 604223 0 68444 OKUNO MD SCOTT H PHYSICIAN 40.00 0.00 X 399714 0 62911 SANTRACH MD PAULA J PHYSICIAN 40.00 0.00 X 409577 0 61220 THIELEN MD KENT R CHAIR-RADIOLOGY 40.00 0.00 X 726967 0 59789 WALD MD JOHN T PHYSICIAN 40.00 0.00 X 647741 0 61187 WARNER MD MARK A EXEC DEAN FOR EDUCATION 40.00 0.00 X 702906 0 17944 ATKINSON MD JOHN LD PHYSICIAN 40.00 0.00 X 908007 0 69164 KRAUSS MD WILLIAM E PHYSICIAN 40.00 0.00 X 900212 0 60752 LANZINO MD GIUSEPPE PHYSICIAN 40.00 0.00 X 899321 0 58018 MARSH MD W RICHARD PHYSICIAN 40.00 0.00 X 1029964 0 18080 MEYER MD FREDRIC B CHAIR - NEURO SURGERY 40.00 0.00 X 962174 0 81356 SCHWENK MD NINA M FORMER VP 40.00 0.00 X 307654 0 10144 TRASTEK MD VICTOR F FORMER VP 0.00 40.00 X 0 813866 51509 WEIS SHIRLEY A FORMER CAO 0.00 0.00 X 0 1478614 51706 BROWN JR MD ROBERT D FORMER KEY EMPLOYEE 40.00 0.00 X 330570 0 49440 CASCINO MD TERRANCE L FORMER KEY EMPLOYEE 40.00 0.00 X 356505 0 20294 EDWARDS MD BROOKS S FORMER KEY EMPLOYEE 40.00 0.00 X 467297 0 70366 ERLICHMAN MD CHARLES FORMER KEY EMPLOYEE 40.00 0.00 X 447901 0 15835 FARRUGIA MD GIANRICO FORMER KEY EMPLOYEE 40.00 1.00 X 446060 215619 56984 GROSSET JESSICA A FORMER KEY EMPLOYEE 0.00 40.00 X 0 307600 23440 KING MD BERNARD F FORMER KEY EMPLOYEE 40.00 0.00 X 719372 0 64139 LARUSSO MD NICHOLAS F FORMER KEY EMPLOYEE 40.00 0.00 X 738477 0 15810 NICHOLS III MD FRANCIS C FORMER KEY EMPLOYEE 40.00 0.00 X 542856 0 68918 RIZZA MD ROBERT A FORMER KEY EMPLOYEE 40.00 0.00 X 503504 0 22755 ROCK MD MICHAEL G FORMER KEY EMPLOYEE 40.00 0.00 X 684989 0 19118 SCHNEIDER KENNETH J FORMER KEY EMPLOYEE 40.00 0.00 X 307744 0 17827 SIMMONS MD PATRICIA S FORMER KEY EMPLOYEE 40.00 0.00 X 376040 0 70971 SMOLDT CRAIG A FORMER KEY EMPLOYEE 40.00 0.00 X 451699 0 9994 SWENSEN MD STEPHEN J FORMER KEY EMPLOYEE 40.00 0.00 X 717170 0 69011 WOOD MD DOUGLAS L FORMER KEY EMPLOYEE 40.00 0.00 X 641033 0 24737 32399845 13651772 4652724 3753 1 1 0 MAYO FOUNDATION FOR MEDICAL EDUCATION & 200 FIRST STREET SW ROCHESTER MN 55905 PROCUREMENT AGENT & MEDICAL SUPPORT SERV 401103106 MMSI INC 200 FIRST STREET SW ROCHESTER MN 55905 BENEFIT ADMINISTRATION SERVICE 14551459 MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 MEDICAL SUPPORT SERVICES 5087126 MAYO CLINIC ARIZONA 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 MEDICAL SUPPORT SERVICES 1393466 MAYO CLINIC HEALTH SYSTEM - MANKATO 1025 MARSH STREET MANKATO MN 56002 MEDICAL SUPPORT SERVICES 683129 9 88771 94078577 261377479 363535854 15274514 719080681 PATIENT CARE 621110 2615334194 2081550038 533784156 SHARED SERVICES 561000 255408908 248843516 6565392 EDUCATION REVENUE 611600 50396655 50396655 MEDICAL PRODUCT SALES 446199 9579448 9579448 RESEARCH REVENUE 541700 3582396 938037 807325 1837034 2934301601 82202461 -356463 82558924 5438 5438 13671874 13671874 1328569 15000 1504954 0 -176385 15000 -161385 15000 -176385 1619396594 7410990 1472290287 10861262 147106307 -3450272 143656035 143656035 CAFETERIA/VENDING 722210 11132209 11132209 MISC CONSULTING 541610 5928319 5483116 445203 PARKING 812930 4570629 4570629 5300864 2875435 2300068 125361 26932021 3919688726 2418987212 542033202 239587631 X 126702763 126702763 4829266 4829266 1962314 1962314 22292952 13578134 7837967 876851 19730684 16661577 2909534 159573 1603589153 1526605288 62298997 14684868 103899021 98911118 4036448 951455 231903643 220770592 9009393 2123658 102711743 97780843 3990319 940581 4799453 4530627 211770 57056 13217666 1390196 11693493 133977 29254286 9621414 19632872 840331 840331 845978 845978 3501868 3501868 474234807 252115355 213044157 9075295 14083809 2565163 11330823 187823 147573551 140668870 3735079 3169602 149186892 30494167 118546258 146467 8174446 8159052 7543 7851 52958006 35476101 16320224 1161681 44998208 41883486 1956515 1158207 5220684 4847562 224013 149109 70966507 6257649 64708858 154108490 149732043 3327420 1049027 12745273 12743911 1362 MEDICAL SUPPLIES 202731631 201762209 969252 170 UNRELATED BUSINESS TAX 26031345 26031345 MN CARE TAX 41997010 41997010 BAD DEBT EXPENSE 30823813 29867516 956297 17787048 14527444 3172658 86946 3723702641 3097282001 589454465 36966175 4951774 1629266 81260195 14457423 259581061 292282495 442274459 469166591 35232729 69204221 3112193 3796192 343831966 19476770 2996731957 1600429220 1410124003 1396302737 151266016 171543036 5279041491 6147656269 1245417 1245417 1955062425 1286027496 9966983729 9872787913 1133219028 1910623095 41296568 32249464 1983011192 1502815947 428739564 990158462 2700275635 2841181447 6286541987 7277028415 X 1796033147 550196469 1083330907 1147900550 801077688 897662479 3680441742 2595759498 9966983729 9872787913 X 195986085 136751957 -1417420286 X 0 1 X 1 1 1 X 546721460 834802485 781802012 897920716 719080681 3780327354 2175100797 2446070773 2512392180 2711840403 2418987212 12264391365 4263677 4487634 4630871 4635480 4570629 22588291 2726085934 3285360892 3298825063 3614396599 3142638522 16067307010 0 0 0 16067307010 88918239 99682684 216682004 256627476 83892931 745803334 4963818 20061164 11663527 46078015 62443018 145209542 93882057 119743848 228345531 302705491 146335949 891012876 2874530 52209 310695 483465 570564 4291463 2822842521 3405156949 3527481289 3917585555 3289545035 16962611349 0.94720 0.95240 0.05250 0.04720 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2010 AMOUNT: $ 2,237,485. 2011 AMOUNT: $ 52,209. 2012 AMOUNT: $ 310,695. 2013 AMOUNT: $ 483,465. 2014 AMOUNT: $ 570,564. RECYCLING - 2010 AMOUNT: $ 637,045. SCHEDULE A PART I LINE 2: WHILE THE IRS DETERMINED THAT MAYO CLINIC QUALIFIES UNDER LINE 9, 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 840331 840331 0 PART II-B, LINE 1: 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. IN 2014, THE EXPENSES ASSOCIATED WITH THE ABOVE LOBBYING ACTIVITIES THAT ARE REPORTED ON MFMER'S 2014 FEDERAL FORM 990 TOTALED $ 988,731. SCHEDULE C PART II-B LINE 1I THE AMOUNT IN OTHER ACTIVITIES REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING. 3167394 X 0 0 0 2451147929 103503897 371075687 2925727513 2035343891 139591588 315961191 39748741 2451147929 1780921634 52562392 240953623 39093758 2035343891 1371788199 58600014 418416458 67883037 1780921634 18928464 1305111196 75605239 27856700 1371788199 0.47140 0.31800 0.21060 0 0 66013990 66013990 1691100797 778093547 913007250 42070154 22939029 19131125 1197547016 799396644 398150372 1396302737 MAYO POOLED INVESTMENTS 6071802951 F BOND-RELATED TRUSTEE HELD INVEST 69223215 F TECH BASED VENTURES 6630103 C 6147656269 DUE FROM AFFILIATES 478823606 INVESTMENTS IN SUBSIDIARIES 588459980 CONTRIBUTED ASSETS PENDING DISPOSAL 103931194 ART 3167394 TRUSTS 76792938 DEFERRED INCOME TAX ASSET 34752383 GIFT ANNUITY RESERVE 100001 1286027496 DUE TO AFFILIATES 2669638411 DEFERRED COMPENSATION LIABILITY 171543036 2841181447 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. 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: AT DECEMBER 31, 2014 AND 2013, THERE WAS NO SIGNIFICANT LIABILITY FOR UNRECOGNIZED TAX BENEFITS FOR THE FILING ORGANIZATION. 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 2011 THROUGH 2013 REMAIN OPEN IN THE MAJOR U.S. TAXING JURISDICTIONS IN WHICH THE CLINIC AND SUBSIDIARIES ARE SUBJECT TO TAXATION. IN ADDITION, FOR ALL TAX YEARS PRIOR TO 2011 GENERATING OR UTILIZING A NET OPERATING LOSS (NOL), TAX AUTHORITIES CAN ADJUST THE AMOUNT OF NOL CARRYFORWARD TO SUBSEQUENT YEARS. THE INTERNAL REVENUE SERVICE (IRS) PERFORMED AN EXAMINATION OF THE TAX AND INFORMATION RETURNS OF THE CLINIC AND TWO SUBSIDIARIES FOR 2005 AND 2006. AS A RESULT OF THE AUDIT BY THE IRS, ONE REMAINING ENTITY HAS EXTENDED THE STATUTES OF LIMITATIONS FOR TAX YEARS 2005 THROUGH 2009 UNTIL JUNE 30, 2015. THE IRS BEGAN A LIMITED-SCOPE AUDIT OF ONE ENTITY FOR TAX YEAR 2011 AND HAS EXTENDED THE STATUTES OF LIMITATIONS UNTIL DECEMBER 31, 2015, FOR THAT ENTITY FOR 2010-2011. AS OF DECEMBER 31, 2014, THE IRS PROPOSED A $10.6 MILLION TAX AND INTEREST ASSESSMENT FOR 2005-2009 THAT THE CLINIC PAID. THE CLINIC ANTICIPATES FILING AND ULTIMATELY RECEIVING A CLAIM FOR REFUND FOR THESE AMOUNTS, AND LITIGATING ANY DENIAL OF SUCH CLAIMS, WHICH MANAGEMENT HAS TAKEN INTO CONSIDERATION DURING ITS DETERMINATION OF UNRECOGNIZED TAX BENEFITS. 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 COLLEGE OF MEDICINE, 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/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 MEDICAL SCHOOL, MAYO GRADUATE SCHOOL AND MAYO SCHOOL OF HEALTH SCIENCES. FINALLY, QUALIFYING UNDERGRADUATE STUDENTS IN THE MAYO SCHOOL OF HEALTH SCIENCES ARE ELIGIBLE FOR FUNDS FOR THE FEDERAL PELL GRANT PROGRAM. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 146 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 226042 EAST ASIA AND THE PACIFIC 0 601 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 1097076 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1957 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 4230237 MIDDLE EAST AND NORTH AFRICA 0 220 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 302761 NORTH AMERICA 0 647 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 983235 RUSSIA AND NEIGHBORING STATES 0 29 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 43821 SOUTH AMERICA 0 330 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 645606 SOUTH ASIA 0 131 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 200173 SUB-SAHARAN AFRICA 0 95 TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES 178517 MIDDLE EAST AND NORTH AFRICA 0 20 PROGRAM SERVICES PATIENT CARE 1097806 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES PATIENT CARE 14179 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES PATIENT CARE 109700 EAST ASIA AND THE PACIFIC 0 4 PROGRAM SERVICES MANAGEMENT CONSULTING 168147 NORTH AMERICA 0 4 PROGRAM SERVICES EDUCATION CONFERENCE - MAYO SPONSOR 100383 MIDDLE EAST AND NORTH AFRICA 0 4 PROGRAM SERVICES EDUCATION CONFERENCE - MAYO SPONSOR 75131 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 & 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 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 2 FUNDRAISING 2264 EUROPE (INCLUDING ICELAND & GREENLAND) 0 3 FUNDRAISING 5629 NORTH AMERICA 0 3 FUNDRAISING 7217 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 700908268 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 363840847 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 968239519 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 3272732 NORTH AMERICA 0 0 INVESTMENTS 51922278 SOUTH AMERICA 0 0 INVESTMENTS 7636079 SOUTH ASIA 0 0 INVESTMENTS 8735037 EAST ASIA AND THE PACIFIC 0 6 PROGRAM SERVICES PATIENT SERVICES 85815 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES PATIENT SERVICES 286779 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES PATIENT SERVICES 455390 NORTH AMERICA 0 2 PROGRAM SERVICES PATIENT SERVICES 410183 SOUTH AMERICA 0 2 PROGRAM SERVICES PATIENT SERVICES 489386 0 4061 0 147 0 4208 7728951 2108041286 2115770237 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 23465 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 15500 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 11750 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 89245 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 154205 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 33500 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 9505 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 11000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 15293 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 87247 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 19296 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 144022 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 20915 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 15005 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 33920 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 134477 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 72341 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 6373 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 20304 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 44586 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 18537 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 10000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 26258 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER MIDDLE EAST AND NORTH AFRICA RESEARCH SUBAWARD 57942 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 169063 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 10500 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 11106 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 30000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 85819 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 62769 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 28800 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 24800 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 171179 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 38763 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 24030 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 142236 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 28913 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 6798 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 38 RESEARCH SUBAWARD EAST ASIA AND THE PACIFIC 1 5000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER RESEARCH SUBAWARD EUROPE (INCLUDING ICELAND & GREENLAND) 2 27854 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER RESEARCH SUBAWARD NORTH AMERICA 1 20000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 1 1 1 1 1 1 PART I, LINE 2: FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE MONITORED BY MAYO CLINIC AS PRESCRIBED IN OMB CIRCULAR A-133. 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 51687 -51687 MAUREEN OTIS 4850 WRIGHT RD STE 168 STAFFORD TX 77477 CONSULTS ON LEGAL ISSUES 0 0 19879 -19879 PARADYSZ MATERA COMPANY INC 5 HANOVER SQUARE 6TH FLOOR NEW YORK NY 10004 CONSULTING 0 0 119047 -119047 M R STRATEGIC SERVICES INC 1901 L ST SUITE 800 WASHINGTON DC 200363510 CONSULTING 0 0 140650 -140650 TARGET MARKETEAM INC 600 NORTHPARK TOWN CENTER SUITE 160 ATLANTA GA 30328 CONSULTING 0 0 330000 -330000 FOLEY AND LARDNER ONE INDEPENDENT DR SUITE 1300 JACKSONVILLE FL 32202 CONSULTS ON LEGAL ISSUES 0 0 25286 -25286 THE STETLER COMPANY 10435 NEW YORK AVE DES MOINES IA 50322 DIRECT MAIL SERVICES 0 0 159428 -159428 845977 -845977 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) PAYMENTS MADE TO FUNDRAISERS WERE FOR SERVICES PROVIDED TO MAYO CLINIC IN RELATION TO FUNDRAISING CONDUCTED EXCLUSIVELY BY MAYO CLINIC. 1 TRUSTEES OF DARTMOUTH COLLEGE DBA DARTMOUTH COLLEGE 37 DEWEY FIELD RD STE 6163 HANOVER NH 03755 020222111 501(C)(3) 203129 SUPPORT RESEARCH PROGRAM DARTMOUTH-HITCHCOCK MEDICAL CENTER ONE MEDICAL CENTER DRIVE LEBANON NH 03756 020222140 501(C)(3) 69819 SUPPORT RESEARCH PROGRAM NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 021150195 041679980 501(C)(3) 136999 SUPPORT RESEARCH PROGRAM HARVARD MEDICAL SCHOOL 260 LONGWOOD RM 262 BOSTON MA 021155720 042103580 501(C)(3) 51399 SUPPORT RESEARCH PROGRAM MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE CAMBRIDGE MA 021394307 042103594 501(C)(3) 101625 SUPPORT RESEARCH PROGRAM BRIGHAM AND WOMENS HOSPITAL 75 FRANCIS ST BOSTON MA 02115 042312909 501(C)(3) 391351 SUPPORT RESEARCH PROGRAM GENERAL HOSPITAL CORPORATION 55 FRUIT BOSTON MA 02114 042697983 501(C)(3) 105509 SUPPORT RESEARCH PROGRAM CHILDRENS HOSPITAL 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HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION INC 700 WEST AVE SOUTH LA CROSSE MN 54601 391186647 501(C)(3) 799986 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION-SPARTA INC WEST MAIN AND K STREET SPARTA WI 54656 391423234 501(C)(3) 62526 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC 700 WEST AVE SOUTH LA CROSSE MN 54601 390806374 501(C)(3) 255018 SUPPORT CHARITABLE PROGRAMS AND RESEARCH MAYO CLINIC HEALTH SYSTEM--HOME HEALTH & HOSPICE INC 2620 STEIN BLVD EAU CLAIRE WI 54701 391491516 501(C)(3) 57120 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--LAKE CITY 904 LAKESHORE DRIVE SOUTH LAKE CITY MN 55041 411906820 501(C)(3) 98822 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--MANKATO HEALTH CARE FOUNDATION 1025 MARSH STREET MANKATO MN 56002 411663357 501(C)(3) 653260 SUPPORT CHARITABLE PROGRAMS AND RESEARCH MAYO CLINIC HEALTH SYSTEM--NEW PRAGUE 301 SECOND STREET NE NEW PRAGUE MN 56071 410723639 501(C)(3) 90982 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--NORTHLAND INC 1222 E WOODLAND AVE BARRON WI 54812 390920634 501(C)(3) 16502 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--OAKRIDGE INC 13025 EIGHTH STREET OSSEO WI 54758 391029430 501(C)(3) 147478 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--OWATONNA 2200 26TH STREET NW OWATONNA MN 55060 411862132 501(C)(3) 23425 SUPPORT CHARITABLE PROGRAMS AND RESEARCH MAYO CLINIC HEALTH SYSTEM--RED CEDAR INC 2321 STOUT ROAD MENOMONIE WI 54751 510190875 501(C)(3) 12123 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--RED WING 701 HEWIT BOULEVARD RED WING MN 55066 411713783 501(C)(3) 93192 SUPPORT CHARITABLE PROGRAMS AND RESEARCH MAYO CLINIC HEALTH SYSTEM--SPRINGFIELD 625 NORTH JACKSON AVENUE SPRINGFIELD MN 56087 411893827 501(C)(3) 21427 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--ST JAMES 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 410797368 501(C)(3) 16724 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--ST JAMES HEALTH CARE FOUNDATION 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 411444129 501(C)(3) 164618 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 593337028 501(C)(3) 34989737 SUPPORT CHARITABLE PROGRAMS MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 200 FIRST STREET SW ROCHESTER MN 55905 411506440 501(C)(3) 2253361 SUPPORT CHARITABLE PROGRAMS POVERELLO FOUNDATION 1216 SECOND STREET SW ROCHESTER MN 55902 411494881 501(C)(3) 959267 SUPPORT CHARITABLE PROGRAMS UC REGENTS 10945 LE CONTE AVE STE 2339 BOX 951687 LOS ANGELES CA 90095 956006143 STATE OF CA 97808 SUPPORT RESEARCH PROGRAM UC REGENTS UNIV OF CALIFORNIA-SD 9500 GILMAN DR MC 0617 LA JOLLA CA 920930617 956006144 STATE OF CA 357773 SUPPORT RESEARCH PROGRAM 259 28 MAYO COLLEGE OF MEDICINE SCHOLARSHIPS 152 4522438 FINANCIAL HARDSHIP 13 35855 MEDICAL STUDENT STIPENDS 273 270973 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 GRADUATE SCHOOL, THE MD/PHD PROGRAM AND SELECT PROGRAMS (RESIDENCIES OR FELLOWSHIPS) IN THE MAYO 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 1 1 X X X X X 1 1 1 0 0 0 0 0 0 BERRY MD DANIEL J TRUSTEE 582598 0 0 0 118769 0 35599 0 25190 0 762156 0 0 0 BOLTON JEFFREY W CAO/VP/TRUSTEE 0 801232 0 0 0 103486 0 42569 0 20678 0 967965 0 0 BUSKIRK MD STEVEN J TRUSTEE 0 518954 0 0 0 78468 0 42966 0 19077 0 659465 0 0 DECKER MD WYATT W VP/TRUSTEE 0 817582 0 0 0 107180 0 31167 0 25189 0 981118 0 0 EHMAN MD RICHARD L TRUSTEE 563155 0 0 0 99236 0 47350 0 17139 0 726880 0 0 0 GOSTOUT MD BOBBIE S TRUSTEE 514202 0 0 0 72009 0 44391 0 4897 0 635499 0 0 0 GREENE MD EDDIE L TRUSTEE 290890 0 0 0 4804 0 38732 0 15933 0 350359 0 0 0 HARPER JR MD CHARLES M TRUSTEE 817975 0 0 0 153680 0 44375 0 26012 0 1042042 0 0 0 JOHNSON PAMELA O TRUSTEE 0 358987 0 0 0 14121 0 12211 0 16365 0 401684 0 0 KRAHN MD LOIS E TRUSTEE 0 356901 0 0 0 31237 0 32248 0 23716 0 444102 0 0 MILLINER MD DAWN S TRUSTEE 432991 0 0 0 50088 0 0 0 3491 0 486570 0 0 0 NESSE MD ROBERT E TRUSTEE 749175 0 0 0 117701 0 0 0 19647 0 886523 0 0 0 NOSEWORTHY MD JOHN H CEO/PRESIDENT/TRUSTEE 0 1893559 0 0 0 374215 0 49000 0 19888 0 2336662 0 0 OLSEN MD KERRY D TRUSTEE 415356 0 0 0 131621 0 0 0 17753 0 564730 0 0 0 ROGER MD VERONIQUE L TRUSTEE 478649 0 0 0 97931 0 39977 0 3745 0 620302 0 0 0 RUPP MD WILLIAM C VP/TRUSTEE 0 857966 0 0 0 167653 0 269 0 23445 0 1049333 0 0 WILLIAMSON MARY J TRUSTEE 387015 12066 0 0 3370 29 0 25722 21621 928 412006 38745 0 0 ADKINS JR KEDRICK D CFO 0 558946 0 50000 0 29761 0 0 0 14024 0 652731 0 0 BRIGHAM ROBERT F ASST. SECRETARY 0 451717 0 0 0 53418 0 538 0 26754 0 532427 0 0 BROWN WILLIAM A ASST. TREASURER 0 214598 0 0 0 3039 0 39455 0 21685 0 278777 0 0 COLLINS CRAIG C ASST. TREASURER 0 280124 0 0 0 1769 0 35928 0 28471 0 346292 0 0 FRANCIS JAMES R ASST. TREASURER 0 333339 0 0 0 21219 0 38457 0 29816 0 422831 0 0 FROISLAND JEFFREY R ASST. TREASURER 0 277773 0 0 0 3842 0 28826 0 14494 0 324935 0 0 GORMAN PAUL A ASST. TREASURER 383533 0 232471 0 76514 0 395151 0 29929 0 1117598 0 232471 0 HAEFLINGER RICKY J ASST. TREASURER 251311 0 128257 0 46469 0 237359 0 17957 0 681353 0 128257 0 HOFFMAN III HARRY N TREASURER 576289 0 468477 0 188782 0 576262 0 25324 0 1835134 0 468477 0 HOFFMAN MARY J ASST. TREASURER 0 329027 0 0 0 26947 0 36686 0 24332 0 416992 0 0 HUBERT SHERRY L ASST. SECRETARY 0 245897 0 0 0 919 0 30463 0 23138 0 300417 0 0 MENKOSKY PAULA E ASST. SECRETARY 0 412797 0 0 0 29462 0 31326 0 24496 0 498081 0 0 OVIATT JONATHAN J SECRETARY 0 525037 0 0 0 78372 0 44727 0 29668 0 677804 0 0 SANDEEN DARRELL L INTERIM CFO 0 303937 0 0 0 11764 0 33923 0 26137 0 375761 0 0 BLACK MD JOHN L PHYSICIAN 357237 0 0 0 36639 0 42966 0 16349 0 453191 0 0 0 CAMILLERI MD MICHAEL EXEC DEAN FOR DEVELOPMENT 597667 0 0 0 82300 0 48855 0 24697 0 753519 0 0 0 COCKERILL MD FRANKLIN R CHAIR - LAB MED & PATH 382149 0 0 0 72722 0 356 0 18811 0 474038 0 0 0 DIASIO MD ROBERT B DIRECTOR - MAYO CANCER CENTER 567982 0 0 0 87039 0 269 0 22620 0 677910 0 0 0 FOOTE MD ROBERT L CHAIR - RAD ONCOLOGY 523148 0 0 0 75951 0 36762 0 23780 0 659641 0 0 0 GERTZ MD MORIE A CHAIR-ROCH INTERN MED 531751 0 0 0 74780 0 692 0 17339 0 624562 0 0 0 GORES MD GREGORY J EXECUTIVE DEAN OF RESEARCH 622436 0 0 0 90234 0 42999 0 26782 0 782451 0 0 0 HADAWAY CHERYL J CHAIR DEPT OF DEVELOPMENT 394469 0 0 0 38218 0 423 0 16710 0 449820 0 0 0 HAYES MD DAVID L PHYSICIAN 469705 0 0 0 132107 0 675 0 23595 0 626082 0 0 0 HORLOCKER MD TERESE T CHAIR CPC SPACE COMMITTEE 428978 0 0 0 49424 0 37525 0 17501 0 533428 0 0 0 KHAN MD AMIR R PHYSICIAN 440955 0 0 0 34160 0 26376 0 23339 0 524830 0 0 0 KOCH MARK B CHAIR MCHS ADMIN 378314 0 0 0 17413 0 533 0 17492 0 413752 0 0 0 MORICE MD WILLIAM G CHAIR LAB MED AND PATH 395109 0 0 0 30060 0 28763 0 29559 0 483491 0 0 0 NARR MD BRADLY J CHAIR-ANESTHESIOLOGY 470041 0 0 0 65849 0 42966 0 23588 0 602444 0 0 0 NELSON MD HEIDI CHAIR-SURGERY 531775 0 0 0 72448 0 47534 0 20910 0 672667 0 0 0 OKUNO MD SCOTT H PHYSICIAN 378051 0 0 0 21663 0 31116 0 31795 0 462625 0 0 0 SANTRACH MD PAULA J PHYSICIAN 374197 0 0 0 35380 0 46338 0 14882 0 470797 0 0 0 THIELEN MD KENT R CHAIR-RADIOLOGY 636955 0 0 0 90012 0 29796 0 29993 0 786756 0 0 0 WALD MD JOHN T PHYSICIAN 561955 0 0 0 85786 0 33871 0 27316 0 708928 0 0 0 WARNER MD MARK A EXEC DEAN FOR EDUCATION 608867 0 0 0 94039 0 676 0 17268 0 720850 0 0 0 ATKINSON MD JOHN LD PHYSICIAN 773744 0 0 0 134263 0 42332 0 26832 0 977171 0 0 0 KRAUSS MD WILLIAM E PHYSICIAN 773744 0 0 0 126468 0 31643 0 29109 0 960964 0 0 0 LANZINO MD GIUSEPPE PHYSICIAN 835282 0 0 0 64039 0 32407 0 25611 0 957339 0 0 0 MARSH MD W RICHARD PHYSICIAN 880521 0 0 0 149443 0 354 0 17726 0 1048044 0 0 0 MEYER MD FREDRIC B CHAIR - NEURO SURGERY 825590 0 0 0 136584 0 43181 0 38175 0 1043530 0 0 0 SCHWENK MD NINA M FORMER VP 296043 0 0 0 11611 0 474 0 9670 0 317798 0 0 0 TRASTEK MD VICTOR F FORMER VP 0 672732 0 0 0 141134 0 27708 0 23801 0 865375 0 0 WEIS SHIRLEY A FORMER CAO 0 33423 0 0 0 1445191 0 50228 0 1478 0 1530320 0 0 BROWN JR MD ROBERT D FORMER KEY EMPLOYEE 302463 0 0 0 28107 0 32764 0 16676 0 380010 0 0 0 CASCINO MD TERRANCE L FORMER KEY EMPLOYEE 217749 0 0 0 138756 0 0 0 20294 0 376799 0 0 0 EDWARDS MD BROOKS S FORMER KEY EMPLOYEE 412493 0 0 0 54804 0 35521 0 34845 0 537663 0 0 0 ERLICHMAN MD CHARLES FORMER KEY EMPLOYEE 379104 0 0 0 68797 0 601 0 15234 0 463736 0 0 0 FARRUGIA MD GIANRICO FORMER KEY EMPLOYEE 380798 200852 0 0 65262 14767 29087 0 21845 6052 496992 221671 0 0 GROSSET JESSICA A FORMER KEY EMPLOYEE 0 297059 0 0 0 10541 0 491 0 22949 0 331040 0 0 KING MD BERNARD F FORMER KEY EMPLOYEE 561955 0 0 0 157417 0 44657 0 19482 0 783511 0 0 0 LARUSSO MD NICHOLAS F FORMER KEY EMPLOYEE 462961 0 0 0 275516 0 0 0 15810 0 754287 0 0 0 NICHOLS III MD FRANCIS C FORMER KEY EMPLOYEE 485920 0 0 0 56936 0 36891 0 32027 0 611774 0 0 0 RIZZA MD ROBERT A FORMER KEY EMPLOYEE 423886 0 0 0 79618 0 0 0 22755 0 526259 0 0 0 ROCK MD MICHAEL G FORMER KEY EMPLOYEE 590213 0 0 0 94776 0 601 0 18517 0 704107 0 0 0 SCHNEIDER KENNETH J FORMER KEY EMPLOYEE 297458 0 0 0 10286 0 539 0 17288 0 325571 0 0 0 SIMMONS MD PATRICIA S FORMER KEY EMPLOYEE 346252 0 0 0 29788 0 54538 0 16433 0 447011 0 0 0 SMOLDT CRAIG A FORMER KEY EMPLOYEE 398066 0 0 0 53633 0 0 0 9994 0 461693 0 0 0 SWENSEN MD STEPHEN J FORMER KEY EMPLOYEE 584331 0 0 0 132839 0 40855 0 28156 0 786181 0 0 0 WOOD MD DOUGLAS L FORMER KEY EMPLOYEE 445705 0 0 0 195328 0 0 0 24737 0 665770 0 0 0 PART I, LINE 1A EXTERNAL TRUSTEES MAY BE REIMBURSED FOR TRAVEL EXPENSES. THE FILING ORGANIZATION REIMBURSES TRUSTEES FOR ACTUAL TRAVEL EXPENSES UP TO THE MAXIMUM COST OF FIRST CLASS TRAVEL. TRAVEL FOR COMPANIONS IS AVAILABLE TO ALL TRUSTEES SO THAT SPOUSES CAN ACCOMPANY THEM TO THE SITE OF BOARD MEETINGS. IN 2014, 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. 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. EXTERNAL TRUSTEES RECEIVE A SUPPLEMENTAL MEDICAL BENEFIT WHICH, ALONG WITH A PAYMENT TO COVER RELATED TAXES, IS TREATED AS TAXABLE COMPENSATION. 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, 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 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. 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). ATKINSON M.D., JOHN L.D. $122,926 BERRY M.D., DANIEL J. $ 87,562 BLACK M.D., JOHN L. $ 28,229 BOLTON, JEFFREY W. $ 98,503 BRIGHAM, ROBERT F. $ 50,028 BROWN JR., M.D., ROBERT D. $ 14,501 BUSKIRK M.D., STEVEN J. $ 69,987 CAMILLERI M.D., MICHAEL $ 72,695 CASCINO M.D., TERRANCE L. $ 30,076 COCKERILL M.D., FRANKLIN R. $ 65,329 DECKER M.D., WYATT W. $101,059 DIASIO M.D., ROBERT B. $ 75,178 EDWARDS M.D., BROOKS S. $ 51,308 EHMAN M.D., RICHARD L. $ 85,109 ERLICHMAN M.D., CHARLES $ 33,199 FARRUGIA M.D., GIANRICO $ 63,253 FOOTE M.D., ROBERT L. $ 72,087 FRANCIS, JAMES R. $ 19,008 FROISLAND, JEFFREY R. $ 2,752 GERTZ M.D., MORIE A. $ 68,199 GORES M.D., GREGORY J. $ 85,739 GORMAN, PAUL A. $ 75,084 GOSTOUT M.D., BOBBIE S. $ 68,220 GREENE M.D., EDDIE L. $ 2,609 GROSSET, JESSICA A. $ 6,871 HADAWAY, CHERYL J. $ 33,830 HAEFLINGER, RICKY J. $ 43,036 HARPER JR., M.D., CHARLES M. $142,972 HAYES M.D., DAVID L. $ 73,110 HOFFMAN III, HARRY N. $184,589 HOFFMAN, MARY J. $ 10,683 HORLOCKER M.D., TERESE T. $ 46,752 JOHNSON, PAMELA O. $ 10,985 KHAN M.D., AMIR R. $ 32,504 KING M.D., BERNARD F. $ 99,325 KOCH, MARK B. $ 14,770 KRAHN M.D., LOIS E. $ 28,963 KRAUSS M.D., WILLIAM E. $122,926 LARUSSO M.D., NICHOLAS F. $ 93,073 LANZINO M.D., GIUSEPPE $ 61,463 MARSH M.D., W. RICHARD $139,341 MENKOSKY, PAULA E. $ 27,320 MEYER M.D., FREDRIC B. $129,064 MILLINER M.D., DAWN S. $ 42,679 MORICE M.D., WILLIAM G. $ 28,512 NARR M.D., BRADLY J. $ 59,100 NELSON M.D., HEIDI $ 56,434 NESSE M.D., ROBERT E. $106,863 NICHOLS III, M.D., FRANCIS C. $ 48,175 NOSEWORTHY M.D., JOHN H. $349,582 OKUNO M.D., SCOTT H. $ 19,649 OLSEN M.D., KERRY D. $ 64,971 OVIATT, JONATHAN J. $ 69,618 RIZZA M.D., ROBERT A. $ 70,784 ROCK M.D., MICHAEL G. $ 81,962 ROGER M.D., VERONIQUE L. $ 69,750 RUPP M.D., WILLIAM C. $148,971 SANDEEN, DARRELL L. $ 1,857 SANTRACH M.D., PAULA J. $ 32,289 SCHMIDT, BRADLEY D. $ 12,719 SCHNEIDER, KENNETH J. $ 8,425 SCHWENK M.D., NINA M. $ 7,396 SIMMONS M.D., PATRICIA S. $ 24,737 SMOLDT, CRAIG A. $ 35,328 SWENSEN M.D., STEPHEN J. $ 98,409 THIELEN M.D., KENT R. $ 76,997 TRASTEK M.D., VICTOR F. $131,600 WALD M.D., JOHN T. $ 83,709 WARNER M.D., MARK A. $ 85,890 WEIS, SHIRLEY A. $164,349 WILLIAMSON, MARY J. $ 323 WOOD M.D., DOUGLAS L. $ 81,203 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. A CITY OF ROCHESTER 416005494 771902EY5 2006-05-11 76567052 TO FINANCE THE ACQUISITION & CONSTRUCTION OF HEALTH CARE FACILITIES 0 0 0 B CITY OF ROCHESTER 416005494 771902FE8 2008-04-10 330000000 TO FINANCE THE ACQUISITION & CONSTRUCTION OF HEALTH CARE FACILITIES 0 0 0 C CITY OF ROCHESTER 416005494 771902GA5 2011-05-05 293208150 TO REFUND BONDS ORIGINALLY ISSUED 7/16/92 & 9/27/01 0 0 0 D CITY OF ROCHESTER 416005494 771902GD9 2012-04-04 192662250 TO FINANCE THE ACQUISITION & CONSTRUCTION OF HEALTH CARE FACILITIES 0 0 0 A 80683218 5666177 538346 74478695 2008 0 0 1 1 B 325948187 8864264 2230808 87603115 227250000 2010 1 0 1 1 C 293208150 2088829 291119321 1 0 1 1 D 195311300 12134007 1523766 181653527 2013 0 0 1 1 A 0 0 1 0 1 0 0.00020 0.00210 0.00230 0 0 1 B 0 0 1 0 1 0 0.00080 0.00660 0.00740 0 0 1 D 0 0 1 0 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 1 0 0 1 0 0 0 1 C 0 0 1 0 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF ROCHESTER DATE THE REBATE COMPUTATION WAS PERFORMED: 01/04/2011 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 ISSUE A IS INVESTMENT EARNINGS. THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR BOND ISSUE B IS INVESTMENT LOSSES. THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR BOND ISSUE D IS INVESTMENT EARNINGS. THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR SECOND BOND ISSUE A IS INVESTMENT EARNINGS. A CITY OF ROCHESTER 416005494 771902GW7 2014-05-08 120000000 TO FINANCE THE ACQUISITION & CONSTRUCTION OF HEALTH CARE FACILITIES 0 0 0 A 120005438 42653 400343 50339436 69223005 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 26250 MERIT SCHOLARSHIPS EDUCATIONAL 3M COMPANY COMMON BOARD MEMBERS 4653050 CONSULTING, PURCHASED PRODUCTS AND SERVICES 0 COUNTRY INN & SUITES BY CARLSON SUBSIDIARY OF ENTITY MORE THAN 35% OWNED BY MARILYN CARLSON NELSON 12762 PURCHASED SERVICES 0 GOOGLE INC COMMON BOARD MEMBERS 274800 CONSULTING AND PURCHASED SERVICES 0 INCISIVE SURGICAL INC COMMON BOARD MEMBERS 31392 PURCHASED SERVICES 0 NORTHROP GRUMMAN CORPORATION COMMON BOARD MEMBERS 288805 CONSULTING 0 NXTHERA COMMON BOARD MEMBERS 28312 CONSULTING 0 RADISSON SUBSIDIARY OF ENTITY MORE THAN 35% OWNED BY MARILYN CARLSON NELSON 47313 PURCHASED SERVICES 0 SPECTRUM DYNAMICS BOARD MEMBER IS SPOUSE OF MARILYN CARLSON NELSON 232025 PURCHASED PRODUCTS AND SERVICES 0 VALLEY ANESTHESIOLOGY COMMON BOARD MEMBERS 51000 PURCHASED SERVICES 0 RESOUNDANT INC JOINT VENTURE OWNERSHIP 397415 LICENSED INTELLECTUAL PROPERTY AND CONSULTING 0 BELF LEE A SPOUSE OF NICHOLAS F. LARUSSO M.D. (FMR KEY) 100989 EMPLOYMENT 0 BOIS MD JOHN P SON IN LAW OF STEVEN J. BUSKIRK M.D. (TRUSTEE) 88622 EMPLOYMENT 0 BOIS MD MELANIE C DAUGHTER OF STEVEN J. BUSKIRK M.D. (TRUSTEE) 54567 EMPLOYMENT 0 COCKERILL MD KEVIN J BROTHER OF FRANKLIN R. COCKERILL M.D. (KEY) 450041 EMPLOYMENT 0 ENRIQUEZ-SARANO MD MAURICE E SPOUSE OF VERONIQUE L. ROGER M.D. (TRUSTEE) 477578 EMPLOYMENT 0 FOOTE PATRICK H SON OF ROBERT L. FOOTE M.D. (KEY) 52397 EMPLOYMENT 0 FOOTE ROBERT T SON OF ROBERT L. FOOTE M.D. (KEY) 77771 EMPLOYMENT 0 GABRIEL MD SHERINE E SPOUSE OF FRANKLIN R. COCKERILL M.D. (KEY) 329528 EMPLOYMENT 0 GERTZ JAIMEE B DAUGHTER OF MORIE A. GERTZ M.D. (KEY) 81395 EMPLOYMENT 0 GOSTOUT MD CHRISTOPHER J SPOUSE OF BOBBIE S. GOSTOUT M.D. (TRUSTEE) 562400 EMPLOYMENT 0 HAYES MD SHARONNE N SPOUSE OF DAVID L. HAYES M.D. (KEY) 474374 EMPLOYMENT 0 HOFFMAN WILLIAM E SON OF HARRY N. HOFFMAN III (OFFICER) 16525 EMPLOYMENT 0 HOUSTON MD MARGARET S SPOUSE OF RICHARD L. EHMAN M.D. (TRUSTEE) 141789 EMPLOYMENT 0 LOGAN MD KATHLEEN M SPOUSE OF JOHN L. BLACK M.D. (KEY) 244363 EMPLOYMENT 0 MILLINER MD ERIC K SPOUSE OF DAWN S. MILLINER M.D. (TRUSTEE) 260418 EMPLOYMENT 0 NEAL MD LONZETTA SPOUSE OF EDDIE L. GREENE M.D. (TRUSTEE) 237487 EMPLOYMENT 0 NOSEWORTHY MD PETER A SON OF JOHN H. NOSEWORTHY M.D. (CEO/PRESIDENT/TRUSTEE) 411587 EMPLOYMENT 0 OLSEN MD DAVID A SON OF KERRY D. OLSEN M.D. (TRUSTEE) 77043 EMPLOYMENT 0 ROCK CHRISTOPHER M SON OF MICHAEL G. ROCK M.D. (FMR KEY) 39570 EMPLOYMENT 0 RUDDY MD KATHRYN J DAUGHTER IN LAW OF JOHN H. NOSEWORTHY M.D. (CEO/PRESIDENT/TRUSTEE) 395423 EMPLOYMENT 0 SCHWENK II MD W FREDERICK SPOUSE OF NINA M. SCHWENK M.D. (FMR OFFICER) 254081 EMPLOYMENT 0 THIELEN MD JACQUELINE M SPOUSE OF KENT R. THIELEN M.D. (KEY) 172521 EMPLOYMENT 0 WARNER MD MARY E SPOUSE OF MARK A. WARNER M.D. (KEY) 438185 EMPLOYMENT 0 WARNER MD PAUL A SON OF MARK A. WARNER M.D. (KEY) 72925 EMPLOYMENT 0 WARNER MD LINDSAY L DAUGHTER IN LAW OF MARK A. WARNER M.D. (KEY) 29660 EMPLOYMENT 0 WILLIAMSON MD ERIC E SPOUSE OF MARY J. WILLIAMSON (TRUSTEE) 645157 EMPLOYMENT 0 BLACK STONE MINERALS COLP COMMON BOARD MEMBER/OFFICER 4743479 INVESTMENT 0 LATIGO PETROLEUM LLC COMMON BOARD MEMBER/OFFICER 18916454 INVESTMENT 0 REMOTE HEALTH SERVICES INC COMMON BOARD MEMBER/OFFICER 282891 INVESTMENT 0 X 12 0 X 2863 X 2523 X 344 13238737 MEAN MARKET VALUE X 1 0 MEAN MARKET VALUE X 1 0 MARKET VALUE X 1 51520 EXPERTS X 1 307000 EXPERTS X 3 1667657 EXPERTS X 2 9600 EXPERTS X 1 0 X OTHER MISC 41 0 MARKET VALUE 10 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 RECEIVED IN-KIND GIFTS THROUGHOUT THE YEAR WHERE NO REVENUE IS RECORDED AND A DESCRIPTIVE RECEIPT IS ISSUED. REVENUE IS RECOGNIZED ON GIFTS IN-KIND WHEN THE FAIR MARKET VALUE MEETS CAPITALIZATION THRESHOLDS. 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 2014, A GROUP RETURN (MAYO CLINIC GROUP RETURN - EIN: 38-3952644) WAS FILED THAT INCLUDED THREE 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 2014 TAX YEAR. THIS IS IN LIEU OF CONSOLIDATING SUCH INFORMATION WITH ITS SUBORDINATE ORGANIZATIONS AND REPORTING SUCH INFORMATION ON THE 2014 MAYO CLINIC GROUP RETURN. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: JOHNSON, PAMELA O. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: ADKINS JR., KEDRICK D. WILLIAMSON, MARY J. SANDEEN, DARRELL L. OVIATT, JONATHAN J. NOSEWORTHY M.D., JOHN H. HUBERT, SHERRY L. BOLTON, JEFFREY W. HARPER JR, M.D., CHARLES M. WARNER M.D., MARK A. WALD M.D., JOHN T. SANTRACH M.D., PAULA J. NESSE M.D., ROBERT E. NELSON M.D., HEIDI NARR M.D., BRADLY J. KOCH, MARK B. GORES M.D., GREGORY J. GERTZ M.D., MORIE A. THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: 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. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: ADKINS JR., KEDRICK D. SCHMIDT, BRADLEY D. SANDEEN, DARRELL L. OVIATT, JONATHAN J. NOSEWORTHY M.D., JOHN H. HUBERT, SHERRY L. FROISLAND, JEFFREY R. FRANCIS, JAMES R. BROWN, WILLIAM A. BOLTON, JEFFREY W. HOFFMAN III, HARRY N. THE FOLLOWING INDIVIDUALS 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 INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: FROISLAND, JEFFREY R. 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. SANDEEN, DARRELL L. OVIATT, JONATHAN J. HUBERT, SHERRY L. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO HOLDING COMPANY, A RELATED TAXABLE ENTITY. EHMAN M.D., RICHARD L. COCKERILL M.D., FRANKLIN R. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF LOBSS NETWORK SUPPORT 2002, INC, A RELATED TAXABLE ENTITY. OVIATT, JONATHAN J. 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. EHMAN M.D., RICHARD L. BOLTON, JEFFREY W. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF RESOUNDANT, INC, A RELATED TAXABLE ENTITY. SANDEEN, DARRELL L. NESSE M.D., ROBERT E. COLLINS, CRAIG C. 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 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 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 AND IS REVIEWED BY THE TAX DIRECTOR. IT IS THEN REVIEWED BY THE CHAIR OF MAYO CLINIC IN THE MIDWEST, CHAIR OF FINANCIAL AND ACCOUNTING SERVICES, CHAIR AND VICE CHAIR OF FINANCIAL REPORTING, THE CHAIR OF FINANCE PLANNING AND ANALYSIS, THE CHIEF FINANCIAL OFFICER, THE CHAIR OF DEVELOPMENT, GENERAL COUNSEL, THE CAO, AND THE CEO. 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 THE 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 OCCURS ANNUALLY PRIOR TO IMPLEMENTATION OF THE RESPECTIVE COMPENSATION INCREASE. THE COMPENSATION AND BENEFITS OF THE CHIEF EXECUTIVE OFFICER (CEO) AND THE CHIEF ADMINISTRATIVE OFFICER (CAO) WERE 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. 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 112,021,153. MANAGEMENT AND GENERAL EXPENSES 192,927,298. FUNDRAISING EXPENSES 5,860,894. TOTAL EXPENSES 310,809,345. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 140,094,202. MANAGEMENT AND GENERAL EXPENSES 20,116,859. FUNDRAISING EXPENSES 3,214,401. TOTAL EXPENSES 163,425,462. FORM 990, PART XI, LINE 9: REFUNDS OF CONTRIBUTIONS -1,185,213. PENSION-POST RETIREMENT (PER FASB A -1,432,035,131. PLEDGE CHANGE (PER FASB ASC 958-20) -135,106. CHANGE IN INVESTMENT IN TAXABLE SUB 17,500,000. LOSSES ON UNCOLLECTIBLE PLEDGES -1,564,836. MAYO COLLABORATIVE SERVICES LLC 200 FIRST STREET SW ROCHESTER MN 55905 411346366 REFERENCE LAB SERVICES MN 538823303 254836905 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) 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 - 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