2012-11-13T14:07:42-06:00 2011-12-31 861065772 DELOITTE TAX LLP 50 S SIXTH STREET SUITE 2800 MINNEAPOLIS MN 55402 990 2011-01-01 416011702 MAYO CLINIC MAYO 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 JEFFREY W BOLTON 5072662332 2012-11-13 0 ANNE FULTON P00941863 6123974000 2011 2016-02-24 21:20:13Z JOHN H NOSEWORTHY MD 200 FIRST STREET SW ROCHESTER MN 55905 4835314581 0 X WWW.MAYO.EDU X 1919 MN EDUCATION, RESEARCH AND PATIENT CARE 29 11 19515 758 262185137 10553871 546721460 834802485 2430128051 2705225032 140942945 177683650 19557595 21083993 3137350051 3738795160 118662987 125503964 0 0 1677336233 1748592979 2354182 2361803 31238515 1163908224 1537136633 2962261626 3413595379 175088425 325199781 6946835499 7570727549 4764492468 5783939326 2182343031 1786788223 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 186442536 3760613 38764264 EDUCATION (SEE SCHEDULE O FOR DESCRIPTION)MEDICAL EDUCATION: EDUCATION IS AT THE HEART OF MAYO CLINIC. OUR WORLD-RENOWNED EDUCATIONAL PROGRAMS INFORM AND EMPOWER PHYSICIANS, RESEARCHERS, MEDICAL PROFESSIONALS, PATIENTS, STUDENTS AND OUR COMMUNITIES. THESE PROGRAMS SPAN THE CONTINUUM OF HEALTH CARE AND ENSURE THE LEGACY OF OUR UNIQUE STYLE OF PATIENT CARE CONTINUES. WE ARE COMMITTED TO PROVIDING USEFUL, TIMELY INFORMATION THAT REFLECTS OUR STANDARDS OF EXCELLENCE: -EDUCATING THE NEXT GENERATION OF LEADING PHYSICIANS AND MEDICAL RESEARCHERS.-SHARING KNOWLEDGE FREELY IN THE SPIRIT OF COLLABORATION TO PROMOTE HEALTH.-EMPOWERING PEOPLE TO MANAGE THEIR OWN HEALTH.-SPREADING MAYO'S MEDICAL EXPERTISE AND RESEARCH FINDINGS TO MEET NEEDS THROUGHOUT THE WORLD.THE EDUCATIONAL ACTIVITIES OF MAYO CLINIC ARE CENTERED IN THE COLLEGE OF MEDICINE, MAYO CLINIC 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 256 MEDICAL RESIDENCY AND FELLOWSHIP TRAINING PROGRAMS REPRESENTING VIRTUALLY ALL MEDICAL SPECIALTIES. IN 2011, ENROLLMENT IN THE SCHOOL TOTALED 1,491 RESIDENTS AND FELLOWS.2. MAYO MEDICAL SCHOOL PROVIDES DOCTOR OF MEDICINE DEGREES AND JOINT MD-PROFESSIONAL DEGREES. THERE WERE 191 STUDENTS ENROLLED IN 2011. ADDITIONAL OFFERINGS INCLUDE VISITING MEDICAL STUDENT CLERKSHIP PROGRAMS AND SUMMER MINORITY MEDICAL STUDENT PROGRAMS. PLANNING IS UNDERWAY FOR MAYO MEDICAL SCHOOL - ARIZONA CAMPUS WHICH WILL BE ACCREDITED AS A BRANCH CAMPUS OF MAYO MEDICAL SCHOOL IN ROCHESTER AND WILL ENROLL APPROXIMATELY 48 STUDENTS PER CLASS. STUDENTS WILL EARN AN M.D. DEGREE FROM MAYO MEDICAL SCHOOL AND A MASTER'S DEGREE IN THE SCIENCE OF HEALTH CARE DELIVERY FROM ARIZONA STATE UNIVERSITY. 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 PREDOCTORAL AND SUMMER UNDERGRADUATE RESEARCH STUDENTS. ENROLLMENT IN 2011 WAS 270 STUDENTS.4. MAYO SCHOOL OF HEALTH SCIENCES EDUCATED 1,571 STUDENTS IN 133 PROGRAMS REPRESENTING MORE THAN 60 HEALTH SCIENCE CAREERS IN 2011. THE SCHOOL'S NEARLY 500 FACULTY MEMBERS ENSURE THAT 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, AND PRACTICE MANAGEMENT AND LEADERSHIP TO HEALTH CARE PROFESSIONALS THROUGHOUT THE WORLD. IN 2011, THE SCHOOL PROVIDED 362 CONTINUING EDUCATION ACTIVITIES TO 80,977 PHYSICIAN AND 43,091 NONPHYSICIAN 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 IN CREATIVE WAYS. MAYO CLINIC'S "ASK MAYO EXPERT" IS AN ELECTRONIC DATABASE FOR MAYO CLINIC PHYSICIANS TO SHARE THEIR BEST AND MOST UP-TO-DATE MEDICAL KNOWLEDGE. DOCTORS CAN SEARCH FOR DISEASES, TREATMENTS AND TRIAL INFORMATION QUICKLY AND EASILY. NEW IN 2011 ARE CARE PROCESS MODELS, INTERACTIVE ALGORITHMS THAT DEMONSTRATE BEST PRACTICE. ASK MAYO EXPERT IS ALSO NOW OFFERED THROUGH THE MAYO CLINIC CARE NETWORK. A MOBILE VERSION OF ASK MAYO EXPERT IS AVAILABLE FOR APPLE'S IPHONE, IPAD OR IPOD TOUCH.MAYO CLINIC'S QUALITY ACADEMY 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 WASTE AND IMPROVE WORK FLOW. 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 THE UNPRECEDENTED OPPORTUNITY TO PRACTICE 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'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 BY HOSPITALS, MEDICAL PROFESSIONALS AND PATIENTS TO HELP IMPROVE HEALTH CARE LITERACY, HEALTH CARE DELIVERY AND POPULATION HEALTH WORLDWIDE. IN 2011 MAYO CLINIC CONNECTED WITH 3.6 MILLION PEOPLE THROUGH SOCIAL MEDIA CONVERSATIONS. 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. TO FIND MORE INFORMATION AND STORIES ABOUT THE PROGRAMS AND SERVICES OF MAYO CLINIC, VISIT OUR ELECTRONIC ANNUAL REPORT AT HTTP://WWW.MAYOCLINIC.ORG/ANNUALREPORT/2011/INDEX.HTML 2026602527 0 2158487476 PATIENT CARE (SEE SCHEDULE O FOR DESCRIPTION)MAYO CLINIC IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT MEDICAL GROUP PRACTICE IN THE WORLD. OUR UNIQUE STYLE OF CARE BRINGS TOGETHER TEAMS OF EXPERTS TO PROVIDE HIGH-QUALITY, AFFORDABLE AND COMPASSIONATE CARE TO EACH PATIENT CONSISTENT WITH OUR 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 WE ALSO SERVE 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. MAYO CLINIC WORKS COLLABORATIVELY WITH ITS AFFILIATED HOSPITALS IN ROCHESTER, MN (MAYO CLINIC - SAINT MARYS HOSPITAL AND MAYO CLINIC - METHODIST HOSPITAL) 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 70 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 THAT THESE 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, 39,000 PATIENT CARE PHYSICIANS, RESIDENTS AND ALLIED HEALTH STAFF PROVIDED SERVICES FOR 1,530,000 OUTPATIENT VISITS IN 2011. HOSPITAL ADMISSIONS IN ROCHESTER TOTALED 56,200 WITH 297,000 HOSPITAL DAYS OF CARE PROVIDED. PROGRAM SERVICE EXPENDITURES FOR PATIENT CARE ACTIVITIES WERE APPROXIMATELY $2,021,160,000 IN 2011.MAYO PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS. SERVICES ARE PROVIDED TO BOTH MEDICARE AND MEDICAID PATIENTS/RESIDENTS AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. CHARITY CARE IS ALSO PROVIDED FOR PATIENTS THAT ARE FINANCIALLY UNABLE TO PAY FOR SERVICES PROVIDED. THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICAID AND MINNESOTACARE (A PROGRAM THAT PROVIDES MEDICAL ASSISTANCE FOR LOW INCOME POPULATIONS) WAS APPROXIMATELY $102,509,000 AND THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICARE WAS APPROXIMATELY $580,138,000. THE COST OF CHARITY CARE PROVIDED IN 2011 WAS APPROXIMATELY $20,303,000.IN 2011, OUT OF SYSTEM-WIDE REVENUES OF $8.5 BILLION, MAYO CLINIC AND ITS AFFILIATES PROVIDED QUANTIFIABLE BENEFITS TO THE BROADER COMMUNITY IT SERVES OF OVER $1.1 BILLION. OF THIS AMOUNT, $838.5 MILLION WAS MAYO CLINIC'S DIRECT COSTS IN THE CONDUCT OF ITS SCHOOLS AND ITS OTHER EDUCATION AND RESEARCH PROGRAMS; $322.3 MILLION WAS MAYO CLINIC'S COST OF CHARITY CARE (MEASURED BY COST OF CARE) AND UNREIMBURSED COSTS OF CARE PROVIDED UNDER MEDICAID AND OTHER PROGRAMS; AND $3.3 MILLION WAS THE COST OF IN-KIND DONATIONS, UNBILLED SERVICE AND CASH DONATIONS. THE SYSTEM ALSO INCURS SIGNIFICANT ADDITIONAL INDIRECT COST IN CONDUCTING ITS PROGRAMS. THE SYSTEMWIDE COSTS OF THE MANY MORE LOCALIZED COMMUNITY BENEFIT ACTIVITIES ARE NOT REFLECTED IN THESE TOTALS, NOR ARE THE INTANGIBLE COMMUNITY BENEFITS QUANTIFIED.IN ADDITION TO THE COMMUNITY BENEFITS NOTED ABOVE - MAYO, SYSTEMWIDE, INCURRED NET LOSSES OF APPROXIMATELY $999.4 MILLION (MEASURED BY COST OF CARE) FOR THE SERVICES PROVIDED TO MEDICARE PATIENTS DURING 2011.QUALITY IS THE HALLMARK OF MAYO CLINIC. MAYO HAS BEEN RECOGNIZED FOR EXCELLENCE AND HAS RECEIVED NUMEROUS AWARDS IN RECOGNITION OF ITS ACCOMPLISHMENTS, AS JUST ONE EXAMPLE, IN 2011 U.S. NEWS & WORLD REPORT NAMED MAYO CLINIC TO ITS 'BEST HOSPITALS' HONOR ROLL FOR 22ND STRAIGHT YEAR. THE HONOR ROLL CONSISTS OF "AN ELITE GROUP" OF PROVIDERS RECOGNIZED FOR "BREADTH OF EXCELLENCE," ACCORDING TO THE MAGAZINE. MAYO SCORED IN THE TOP FIVE IN 12 SPECIALTIES ASSESSED AND WAS RANKED FIRST OR SECOND IN EIGHT SPECIALTIES. FORTUNE MAGAZINE NAMED MAYO CLINIC TO ITS SELECT LIST OF THE "100 BEST COMPANIES TO WORK FOR" IN 2011 FOR THE 9TH CONSECUTIVE YEAR. PATIENTS TOO RECOGNIZE THE EXCELLENT CARE THEY RECEIVE AT MAYO CLINIC. IN A 2010 PATIENT SATISFACTION SURVEY CONDUCTED BY PROFESSIONAL RESEARCH CONSULTANTS (PRC), SIXTY-SIX UNITS AND/OR DEPARTMENTS WERE RECOGNIZED FOR SERVICE EXCELLENCE. MAYO CLINIC RECEIVED EIGHT TOP PERFORMER AWARDS, PRC'S HIGHEST AWARD GIVEN TO UNITS/DEPARTMENTS THAT SCORE AT THE 100TH PERCENTILE AMONG PRC'S CLIENTS FOR PATIENT RATINGS OF OVERALL QUALITY OF CARE. FIFTY-EIGHT UNITS AND/OR DEPARTMENTS RECEIVED THE 5-STAR AWARD FOR SCORING AT OR ABOVE THE 90TH PERCENTILE OF PRC'S CLIENT DATABASE FOR PATIENT RATINGS OF OVERALL QUALITY OF CARE. 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. ALTHOUGH MAYO HAS A RICH INNOVATION HISTORY, NURTURED AND DRIVEN BY ITS CULTURE OF TEAMWORK AND COLLABORATION, 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.IN 2011, MAYO CLINIC LAUNCHED MAYO CLINIC CARE NETWORK, A NETWORK OF PROVIDER ORGANIZATIONS ACROSS THE MIDWEST THAT WILL HAVE ACCESS TO MAYO EXPERTISE AND PHYSICIANS TO HELP CARE FOR PATIENTS CLOSEST TO HOME WHENEVER POSSIBLE. THIS INITIATIVE IS JUST ONE EXAMPLE OF MAYO CLINIC'S EFFORTS TO CREATE, CONNECT AND APPLY ITS INTEGRATED MEDICAL KNOWLEDGE TO DELIVER THE BEST HEALTH CARE, HEALTH GUIDANCE AND HEALTH INFORMATION TO PEOPLE EVERYWHERE, REGARDLESS OF WHETHER OR NOT THEY COME TO MAYO FOR THEIR CARE. 503899716 37613339 3514168 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, 318 PHYSICIAN/SCIENTISTS, 539 RESEARCH ASSOCIATES AND FELLOWS AND 2,197 ALLIED HEALTH PERSONNEL IN ROCHESTER WERE ENGAGED PRIMARILY IN RESEARCH ACTIVITIES IN 2011. THESE ACTIVITIES INCLUDE BASIC SCIENCE RESEARCH, CLINICAL TRIALS, TRANSLATIONAL RESEARCH AND HUMAN RESEARCH STUDIES. OVER 5,400 RESEARCH AND REVIEW ARTICLES WERE PUBLISHED IN PEER-REVIEWED JOURNALS AND OVER 8,000 HUMAN CLINICAL STUDIES WERE CONDUCTED DURING 2011. THROUGH OUR CENTER FOR TRANSLATIONAL SCIENCE ACTIVITIES, 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.ANOTHER WAY MAYO CLINIC IS MAKING TIGHTER CONNECTIONS BETWEEN RESEARCH AND PATIENT CARE IS WITH THE CREATION OF THREE NEW INNOVATION CENTERS IN 2011: THE CENTER FOR THE SCIENCE OF HEALTH CARE DELIVERY, THE CENTER FOR INDIVIDUALIZED MEDICINE AND THE CENTER FOR REGENERATIVE MEDICINE. THESE CENTERS REPRESENT STRATEGIC INVESTMENTS TO REDUCE COST, ADVANCE MEDICINE AND ENHANCE BOTH INDIVIDUAL AND POPULATION HEALTH.OTHER EXAMPLES OF MAYO CLINIC RESEARCH ADVANCES IN 2011 INCLUDE:* IDENTIFICATION OF A PROCESS TO DELAY THE IMPACTS OF AGING ON MOUSE MODELS THAT MAY ONE DAY DELAY CHRONIC AGE-RELATED ILLNESS IN HUMANS. PUBLISHED IN THE JOURNAL NATURE, THIS PROCESS WAS JUDGED ONE OF THE TOP OVERALL SCIENTIFIC BREAKTHROUGHS OF 2011 BY THE JOURNAL SCIENCE. * MAYO RESEARCHERS DISCOVERED WHY MEASLES SPREAD SO QUICKLY, ENABLING PHYSICIANS TO UNDERSTAND HOW BETTER TO PROTECT AGAINST CONTAGION. * MAYO CLINICAL STAFF DISCOVERED A NEW PATHOGEN CARRIED BY TICKS IN SEVERAL STATES.* MAYO ENDOCRINOLOGISTS ADVANCED WORK ON AN ARTIFICIAL PANCREAS DESIGNED TO PROVIDE CONTINUAL TREATMENT FOR TYPE ONE DIABETES PATIENTS. * RESEARCHERS USED HUMAN CELLS TO DEMONSTRATE HOW A VACCINE CAN ERADICATE CANCER IN MICE.* MAYO RESEARCHERS DISCOVERED NEW GENETIC CAUSES FOR NEURODEGENERATION, DEMENTIA AND PARKINSON'S DISEASE.FUNDING OF RESEARCH ACTIVITIES AT MAYO CLINIC COMES FROM OVER 4,200 GRANTS AND CONTRACTS AS WELL AS FROM MAYO FUNDS AND GIFTS FROM GENEROUS BENEFACTORS. TOTAL EXPENDITURES FOR RESEARCH ACTIVITIES IN 2011 WERE APPROXIMATELY $503,900,000. 87561197 84130011 518437905 COMMUNITY CONTRIBUTIONS:COMMUNITY GIVING IS A SIGNIFICANT, TIME-HONORED PART OF MAYO'S HERITAGE AND IT TAKES MANY FORMS. MAYO'S FOUNDERS CREATED AN ORGANIZATION WHERE SUPPORTING THE COMMUNITY IS INTEGRAL TO OUR MISSION. QUALITY PATIENT CARE, RESEARCH AND EDUCATION ARE ONLY POSSIBLE IN A THRIVING, VIBRANT COMMUNITY, WITH GOOD SCHOOLS, A WELL-TRAINED WORK FORCE AND AMENITIES THAT MAKE ROCHESTER A DESIRABLE PLACE TO LIVE. OUR COMMUNITY CONTINUES TO CHANGE AND EVOLVE. LIKE LARGER METROPOLITAN COUNTERPARTS, ROCHESTER FACES FUNDAMENTAL SOCIO-ECONOMIC CHALLENGES SUCH AS HUNGER, POVERTY AND UNEQUAL ACCESS TO HEALTHCARE. WE HAVE EXCELLENT SCHOOLS, BUT MANY STUDENTS STRUGGLE BECAUSE OF LANGUAGE DIFFERENCES OR PROBLEMS AT HOME. AT THE SAME TIME, THERE ARE NEW COLLABORATIVE RELATIONSHIPS IN ROCHESTER FORMED TO HELP WELCOME INCREASINGLY DIVERSE NEWCOMERS. MAYO'S COMMUNITY CONTRIBUTIONS ARE THE RESULT OF NEEDS-BASED ASSESSMENTS AND FALL INTO SUCH BROAD CATEGORIES AS: HEALTHCARE, DIVERSITY, HOUSING, EDUCATION-WORKFORCE, DEVELOPMENT, AND YOUTH, ESPECIALLY AT-RISK YOUTH.MAYO STRIVES TO MAINTAIN A PROGRAM THAT IS FISCALLY RESPONSIBLE AND SOCIALLY ACCOUNTABLE. MAYO'S CORNERSTONE STRATEGIES FOR COMMUNITY CONTRIBUTIONS ARE AS FOLLOWS: - MAYO PROVIDES FINANCIAL AND IN-KIND SUPPORT TO THE SALVATION ARMY GOOD SAMARITAN MEDICAL AND DENTAL CLINICS, AND THE ZUMBRO VALLEY MENTAL HEALTH CENTER TO SERVE LOCAL CITIZENS AND FAMILIES WHO CANNOT OTHERWISE AFFORD CARE.- MAYO PARTICIPATES IN THE COMMUNITY HEALTH ACCESS COLLABORATIVE GROUP, A PARTNERSHIP OF APPROXIMATELY 30 LOCAL AND REGIONAL COMMUNITY HEALTH CARE ORGANIZATIONS. THE COLLABORATIVE 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 ROCHESTER PATIENT HOSPITALITY HOUSES 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. - MAYO'S CENTER FOR TRANSLATIONAL SCIENCE ACTIVITIES (CTSA) SEEKS TO IMPROVE PATIENT CARE AND OVERALL COMMUNITY HEALTH BY WORKING WITH OLMSTED COUNTY AND REGIONAL COMMUNITIES ON HEALTH ISSUES THAT MATTER TO THEIR MEMBERS, COLLABORATING WITH DIVERSE COMMUNITY MEMBERS TO CONDUCT RESEARCH RELEVANT TO THEM, AND HELPING COMMUNITY MEDICAL PROVIDERS INCORPORATE PRACTICE-BASED RESEARCH AND RESEARCH-BASED CHANGE.FUNDRAISING:MAYO CLINIC CONDUCTS A VERY SUBSTANTIAL DEVELOPMENT PROGRAM. STAFFED BY MORE THAN 200 EMPLOYEES, AND CONSISTENT WITH PAST EXPERIENCE, THE ORGANIZATION EXPECTS CONTRIBUTIONS FROM INDIVIDUALS, FOUNDATIONS, CORPORATIONS AND OTHERS, TO APPROACH OR EXCEED $250 MILLION PER YEAR FOR THE FORESEEABLE FUTURE. EVEN THOUGH THE EXPENSES ASSOCIATED WITH THIS ACTIVITY ARE REPORTED IN THE FUNDRAISING COLUMN, MAYO CLINIC FEELS THAT THEY ARE TRULY PROGRAM SERVICE RELATED. FUNDRAISING EXPENDITURES TOTALED APPROXIMATELY $31.2 MILLION FOR THE YEARHEALTH INFORMATION:MAYO CLINIC 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. MAYO CLINIC PUBLISHES MAYO CLINIC PROCEEDINGS FOR PHYSICIANS AND OTHER MEDICAL PERSONNEL.SHARED SERVICES:VARIOUS SHARED SERVICES THROUGHOUT MAYO PROVIDE GENERAL INFRASTRUCTURE AND SUPPORT SERVICES TO THE AFFILIATES OF MAYO CLINIC. 87561197 84130011 518437905 2804505976 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 0 1 1 1 1 1 0 1 0 0 1 1 1 1 1 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 1 1 1 0 0 1 0 0 19515 1 1 1 1 GM CA MP 0 0 0 0 1 5 0 0 0 X 29 11 1 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 AL AK AR AZ 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 X CORPORATE TAX 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 ANDERSON BRADBURY BRAD H 5.00 X 0 0 0 BARKSDALE JAMES L 5.00 X 6257 0 0 BOLTON JEFFREY W 40.00 X X 0 715940 50237 BRIGHAM ROBERT F 1.00 X X 0 444651 21448 BROKAW THOMAS TOM J 5.00 X 3634 0 0 CARLSON NELSON MARILYN 5.00 X X 7637 0 0 CORDOVA PHD FRANCE A 5.00 X 4043 0 0 DAVIS A DANO 5.00 X 0 0 0 DECKER MD WYATT W 1.00 X X 196336 654026 40890 DI 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207705 46891 FRANCIS JAMES R 40.00 X 0 325258 48929 FROISLAND JEFFREY R 40.00 X 0 246881 32446 GORMAN PAUL A 40.00 X 653084 0 222957 HAEFLINGER RICKY J 40.00 X 210338 0 84940 HOFFMAN HARRY N 40.00 X 1171780 0 316415 HOFFMAN MARY J 1.00 X 0 261849 51188 HUBERT SHERRY L 40.00 X 0 240053 40711 OVIATT JONATHAN J 40.00 X 0 597819 55898 SCHMIDT BRADLEY D 40.00 X 378866 0 42078 THOMAS GREGORY J 1.00 X 0 391090 8140 BERRY MD DANIEL J 40.00 X 593812 0 45226 CAMILLERI MD MICHAEL 40.00 X 668953 0 59813 CASCINO MD TERRANCE L 40.00 X 525186 0 55799 COCKERILL MD FRANKLIN R 40.00 X 537881 0 61001 DESCHAMPS MD CLAUDE 40.00 X 563975 0 51009 DIASIO MD ROBERT B 40.00 X 577465 0 39948 FARRUGIA MD GIANRICO 40.00 X 477440 0 39392 GERTZ MD MORIE 40.00 X 683231 0 48336 HARPER JR MD CHARLES M 40.00 X 857528 0 55564 HAYES MD DAVID L 40.00 X 540454 0 55282 KING MD BERNARD F 40.00 X 736116 0 48009 LA RUSSO MD NICHOLAS F 40.00 X 576454 0 9228 LINDOR MD KEITH 40.00 X 495970 0 52651 LYDDY PHD JAMES P 40.00 X 712374 0 1167 NARR MD BRADLY J 40.00 X 496468 0 52213 NICHOLS MD FRANCIS C 40.00 X 510962 0 51425 RIZZA MD ROBERT A 40.00 X 561059 0 14064 ROCK MD MICHAEL G 40.00 X 694415 0 58557 SAWYER NAN B 40.00 X 380732 0 37650 SWENSEN MD STEPHEN J 40.00 X 660394 0 48407 ATKINSON MD JOHN L 40.00 X 783773 0 19968 MARSH MD W RICHARD 40.00 X 828484 0 50550 MEYER MD FREDRIC B 40.00 X 792089 0 25468 PARK MD SOON J 40.00 X 828880 0 49748 SCHAFF MD HARTZELL 40.00 X 755498 0 14004 FORBES MD GLENN S 40.00 X 691526 0 14004 BROWN JR MD ROBERT D 40.00 X 302769 0 30652 EDWARDS MD BROOKS S 40.00 X 443248 0 53477 ERLICHMAN MD CHARLES 40.00 X 396020 0 48762 GORES MD GREGORY J 40.00 X 491528 0 44611 GOSTOUT MD BOBBIE S 40.00 X 560240 0 32369 GROSSET JESSICA A 0.00 X 0 275319 22968 HERMAN MD DAVID C 40.00 X 272622 0 39350 HORLOCKER MD TERESE T 40.00 X 428466 0 46293 SCHNEIDER KENNETH J 40.00 X 271610 0 14230 SIMMONS MD PATRICIA S 40.00 X 303534 0 52166 WALD MD JOHN T 40.00 X 589746 0 46211 WARNER MD MARK A 40.00 X 520117 0 46513 WOOD MD DOUGLAS L 40.00 X 602878 0 55776 28402686 9855597 3076324 3002 1 1 0 MAYO FOUNDATION FOR MEDICAL EDUCATION & 200 FIRST STREET SW ROCHESTER MN 55905 PROCUREMENT AGENT & MEDICAL SUPPORT SERV 244859696 MMSI INC 200 FIRST STREET SW ROCHESTER MN 55905 BENEFIT ADMINISTRATION SERVICE 13495027 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE CL 200 FIRST STREET SW ROCHESTER MN 55905 MEDICAL SUPPORT SERVICES 1036666 MAYO CLINIC HEALTH SYSTEM--FRANCISCAN ME 700 WEST AVENUE SOUTH LA CROSSE WI 54601 MEDICAL SUPPORT SERVICES 1032332 MAYO CLINIC HEALTH SYSTEM--MANKATO 1025 MARSH STREET MANKATO MN 56002 MEDICAL SUPPORT SERVICES 985117 11 67319 187488297 267019520 380227349 20733359 834802485 PATIENT CARE REVENUE 620000 2135208369 1871694447 263400594 113328 SHARED SERVICE REVENUE 561000 515911272 510364797 5546475 EDUCATION REVENUE 611600 38764264 38764264 MEDICAL PRODUCT SALES 446199 9300326 9300326 RESEARCH REVENUE 541700 3514169 1090157 537437 1886575 2526632 1794422 732210 2705225032 99297681 -5323356 104621037 867178 486850 380328 1834212 2555689 -721477 -721477 -448595 -272882 1158274766 14074935 1076349246 17614486 81925520 -3539551 78385969 78385969 CAFETERIA/VENDING 722210 10205555 10205555 PARKING 812930 4487634 4487634 MANAGEMENT FEE REVENUE 541610 3176759 308640 2868119 3068344 2977735 38400 52209 20938292 3738795160 2446987193 262185137 194820345 119198497 119198497 4271189 4271189 2034278 2034278 19849577 13219534 5637828 992215 8103374 6978678 1102559 22137 1525184141 1477423808 31734906 16025427 112524151 108373117 2876917 1274117 -4678621 -7260291 1789253 792417 87610357 84378397 2239943 992017 2362958 2194681 35848 132429 10695166 814774 9769928 110464 217450 116235 101215 757802 757802 2361803 2361803 4392102 4392102 506850578 138135870 364679851 4034857 1081124 1058561 19914 2649 90315042 86370224 2603539 1341279 117561019 6422568 111042272 96179 268362539 256452199 10458159 1452181 33547847 31672052 683329 1192466 5339322 5022971 167277 149074 22612289 5144382 17467907 17187623 17187623 122915800 121522936 1335030 57834 9868710 9867110 1600 MEDICAL SUPPLIES 244060483 244060483 UNRELATED BUSINESS INCO 7065787 7065787 MN CARE TAX 33839717 33839717 BAD DEBT EXPENSE 23714414 23714414 14388861 12291969 1887922 208970 3413595379 2804505976 577850888 31238515 59460 2017475 3947589 9329102 207705478 200837962 421434900 382468264 47392176 48400118 4361895 3298091 14772881 15089234 2276211700 1133324012 1164379284 1142887688 92743018 96582824 3515983277 3773173428 1474055541 1896643363 6946835499 7570727549 1577704695 1867748412 51572770 50271287 1115632710 1405803416 65453 0 68024336 295720065 1951492504 2164396146 4764492468 5783939326 X 843985684 394471388 717483227 725544506 620874120 666772329 2182343031 1786788223 6946835499 7570727549 X 325199781 -720754589 X 0 1 1 X 1 1 X 643269354 537306055 286081699 546721460 834802485 2848181053 1928396804 1941912542 2045718507 2175100797 2446070773 10537199423 15846575 15395969 4360503 4263677 4487634 44354358 2587512733 2494614566 2336160709 2726085934 3285360892 13429734834 0 0 0 13429734834 7263647 -13096658 8240020 88918239 99682684 191007932 3757095 4963818 20061164 28782077 7263647 -13096658 11997115 93882057 119743848 219790009 1565261 935926 1814220 2874530 52209 7242146 2596341641 2482453834 2349972044 2822842521 3405156949 13656766989 0.98340 0.99070 0.01610 0.00870 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RECYCLING BOOKSTORE SALES SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: 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 0 1 757802 757802 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: DURING 2011, MAYO CLINIC (MAYO) OFFICIALS HAD MEETINGS AND CONTACTS WITH FEDERAL AND STATE GOVERNMENT OFFICIALS, INCLUDING MEMBERS OF CONGRESS, STATE LEGISLATURES, AND THEIR STAFF TO DISCUSS VARIOUS HEALTH CARE REFORM PROPOSALS AND PROPOSED MEDICARE 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 CONCERNS AND RECOMMENDATIONS REGARDING HEALTHCARE REFORM. THE PRIMARY FOCUS OF MOST OF THESE CONTACTS WAS TO DISCUSS PRINCIPLES FOR HEALTH CARE REFORM RATHER THAN TRY TO INFLUENCE THE PASSAGE OF ANY SPECIFIC PROPOSED LEGISLATION. 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. SUCH ACTIVITY IS NORMALLY AT THE REQUEST OF A LEGISLATIVE BODY, COMMITTEE OR MEMBER. IN 2011, MAYO REPRESENTATIVES HAD SEVERAL MEETINGS WITH MEMBERS OF THE LEGISLATIVE AND EXECUTIVE BRANCHES OF GOVERNMENT TO DISCUSS ISSUES RELATING TO HEALTH CARE AND HEALTH CARE REFORM. THE MAYO CLINIC HEALTH POLICY CENTER ADVOCATES LOCALLY, REGIONALLY, AND NATIONALLY FOR PATIENT-CENTERED, ACCESSIBLE, HIGH-QUALITY HEALTHCARE REFORM, SO THAT ALL PATIENTS CAN ACCESS AND BENEFIT FROM HIGH-QUALITY, AFFORDABLE MEDICAL CARE THROUGHOUT THEIR LIVES. THE MAJORITY OF EXPENSES RELATED TO LOBBYING ARE INCUREED BY MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER), AN AFFILIATED SUPPORT ORGANIZATION OF MAYO CLINIC. IN 2011, THE EXPENSES ASSOCIATED WITH THE ABOVE LOBBYING ACTIVITIES THAT ARE REPORTED ON MFMER'S 2011 FEDERAL FORM 990 TOTALED $968,802. PART IV, SUPPLEMENTAL INFORMATION: THE AMOUNT IN "OTHER ACTIVITIES" REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING. 3167394 X 0 0 0 1371788199 58600014 418416458 67883037 1780921634 18928464 1305111196 75605239 27856700 1371788199 12902219 5193334 1556243 723332 18928464 9408019 6537258 -2690556 352502 12902219 0.41930 0.37810 0.20260 0 0 8476351 47150794 55627145 1476734860 627330753 849404107 743849695 505993259 237856436 1142887688 MAYO POOLED INVESTMENTS 3773173204 F BOND-RELATED TRUSTEE HELD INVESTMENTS 224 F 3773173428 DUE FROM AFFILIATES 1141494041 INVESTMENTS IN SUBSIDIARIES 606707931 CONTRIBUTED ASSETS PENDING DISPOSAL 9567407 ART 3167394 TRUSTS 135706590 1896643363 DUE TO AFFILIATES 2067813322 DEFERRED COMPENSATION LIABILITY 96582824 2164396146 PART III, LINE 1A: PART III LINE 1B (III): 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 COMPLIMENT 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR RESEARCH AND EDUCATION PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: AT DECEMBER 31, 2011 AND 2010, 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 2008 THROUGH 2010 REMAINS 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 2008 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 2005 THROUGH 2008 UNTIL DECEMBER 31, 2012. AS OF DECEMBER 31, 2011, ONE AUDIT REMAINS OPEN, AND THE IRS HAS PROPOSED ONE ADJUSTMENT THAT MANAGEMENT HAS TAKEN INTO CONSIDERATION DURING ITS DETERMINATION OF UNRECOGNIZED TAX BENEFITS SINCE THE PROPOSED ISSUE HAS NOT BEEN SETTLED. AT DECEMBER 31, 2011 AND 2010, THE RESERVE FOR UNRECOGNIZED TAX BENEFITS WAS NOT SIGNIFICANT. 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 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 MAYO CLINIC'S MEDICAL SCHOOLS RECEIVE CAPITATION GRANTS FROM THE STATE OF MINNESOTA FOR STUDENTS WHO ARE MINNESOTA RESIDENTS. MANY OF MAYO CLINIC'S STUDENTS PARTICIPATE IN FEDERAL GOVERNMENT LOAN PROGRAMS SUCH AS STAFFORD, HEAL, SLS, AND HPSL. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 180 TRAVEL- INTERNATIONAL CONFERENCE 238471 EAST ASIA AND THE PACIFIC 0 466 TRAVEL- INTERNATIONAL CONFERENCE 713399 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1424 TRAVEL- INTERNATIONAL CONFERENCE 2727657 MIDDLE EAST AND NORTH AFRICA 0 136 TRAVEL- INTERNATIONAL CONFERENCE 149281 NORTH AMERICA 0 706 TRAVEL- INTERNATIONAL CONFERENCE 1365283 RUSSIA & THE NEWLY INDEPENDENT STATES 0 19 TRAVEL- INTERNATIONAL CONFERENCE 31487 SOUTH AMERICA 0 228 TRAVEL- INTERNATIONAL CONFERENCE 342526 SOUTH ASIA 0 129 TRAVEL- INTERNATIONAL CONFERENCE 131245 SUB-SAHARAN AFRICA 0 59 TRAVEL- INTERNATIONAL CONFERENCE 114526 MIDDLE EAST AND NORTH AFRICA 0 45 PROGRAM SERVICES PATIENT CARE 1546627 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES PATIENT CARE 60937 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES MANAGEMENT CONSULTING 134741 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES MANAGEMENT CONSULTING 5965 EAST ASIA AND THE PACIFIC 0 11 PROGRAM SERVICES MANAGEMENT CONSULTING 34465 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES MANAGEMENT CONSULTING CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION CONFERENCE COORDINATED BY MAYO 195288 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION - PROGRAM IN UNDERSERVED GLOBAL HEALTH 29175 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATION CONFERENCE COORDINATED BY MAYO 25243 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES EDUCATION SEMINAR SPEAKING ENGAGEMENT 311 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES EDUCATION CONFERENCE JOINT SPONSORED BY MAYO 278305 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EDUCATION CONFERENCE COORDINATED BY MAYO 84881 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EDUCATION CONFERENCE COORDINATED BY MAYO 90675 NORTH AMERICA 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS 149677 NORTH AMERICA 0 2 PROGRAM SERVICES EDUCATION CONFERENCE COORDINATED BY MAYO 117568 NORTH AMERICA 0 2 PROGRAM SERVICES EDUCATION CONFERENCE COORDINATED BY MAYO 144912 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1352711 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 172525032 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 136747637 NORTH AMERICA 0 0 INVESTMENTS 27271165 SOUTH AMERICA 0 0 INVESTMENTS 5289237 SOUTH ASIA 0 0 INVESTMENTS 19584593 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 4269722 0 3288 0 125 0 3413 5699349 370053393 375752742 SUB-SAHARAN AFRICA - ANGOLA, RESEARCH SUBAWARD 7950 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER MIDDLE EAST AND NORTH AFRICA - RESEARCH SUBAWARD 36641 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 284204 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 11472 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 45939 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 18000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) - RESEARCH SUBAWARD 37136 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) - RESEARCH SUBAWARD 238466 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER MIDDLE EAST AND NORTH AFRICA - RESEARCH SUBAWARD 125000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) - RESEARCH SUBAWARD 124931 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 17708 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 70064 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EAST ASIA AND THE PACIFIC - RESEARCH SUBAWARD 113400 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) - RESEARCH SUBAWARD 45500 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 10800 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 13412 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 14143 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 37041 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 11905 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) - RESEARCH SUBAWARD 67028 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) - RESEARCH SUBAWARD 176564 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 27810 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 15120 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 54000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH SUBAWARD 11143 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) - RESEARCH SUBAWARD 116629 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) - RESEARCH SUBAWARD 12263 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) - RESEARCH SUBAWARD 71986 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) - RESEARCH SUBAWARD 33000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER SUB-SAHARAN AFRICA - ANGOLA, RESEARCH SUBAWARD 125000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) - RESEARCH SUBAWARD 19414 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER NORTH AMERICA RESEARCH SUBAWARD 40610 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 32 1 1 1 1 1 1 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, 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. METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: ACCRUAL METHOD X X X X X 1 MOORE WALLACERR DONNELLY 111 SOUTH WACKER DRIVE CHICAGO IL 606064301 DIRECT MAIL SERVICES 0 0 1948041 0 GRAY PLANT MOOTY 500 IDS CENTER 80 SOUTH 80TH ST MINNEAPOLIS MN 55402 CONSULTS ON LEGAL ISSUES 0 0 84324 0 GRENZEBACH GILER & ASSOCIATES 401 N MICHIGAN AVE SUITE 2800 CHICAGO IL 46268 CONSULTS ON FUNDRAISING 0 0 296074 0 LISA SELLNER 31 JUNCTION OVERLOOK STRASBURG VA 22657 WRITER ON DIRECT MAIL PIECES 0 0 9100 0 MAUREEN OTIS 4850 WRIGHT RD STE 168 STAFFORD TX 77477 CONSULTS ON LEGAL ISSUES 0 0 14124 0 PENTERA 8650 COMMERECE PARK PLACE SUITE G INDIANAPOLIS IN 46268 CONSULTS ON DIRECT MAILING & WEB ACTIVITIES 0 0 3140 0 PRUDENCE BOVEE COPYWRITING 5604 TILIA COURT BURKE VA 220152033 WRITER ON DIRECT MAIL PIECES 0 0 7000 0 2361803 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 EXPLANATION OF FUNDRAISING PAYMENTS 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 1 X 1 X 1 X 1 1 1 0 1 1 20302675 20302675 0.00600 126723897 24214703 102509194 0.03020 147026572 24214703 122811869 0.03620 808388 808388 0.00020 186442536 38764264 147678272 0.04360 241880856 118222716 123658140 0.03650 503899716 3514168 500385548 0.14760 677438 677438 0.00020 933708934 160501148 773207786 0.22810 1080735506 184715851 896019655 0.26430 15000 15000 0.00000 75300 75300 0.00000 966458 966458 0.00030 426732 426732 0.00010 20000 20000 0.00000 1503490 1503490 0.00040 0 23714414 X 1 1 1 1 MAYO CLINIC

200 FIRST STREET SW ROCHESTER MN 55905

X MAYO CLINIC 1 1 1 200.000000000000 1 400.000000000000 1 X X X X X X 1 1 X X X X X 1 0 1 X 0 0 6 MAYO FAMILY CLINIC NE

3041 STONEHEDGE DRIVE NE ROCHESTER MN 55906

OUTPATIENT PHYSICIAN CLINIC MAYO FAMILY CLINIC NW

4111 HIGHWAY 52 NORTH ROCHESTER MN 55901

OUTPATIENT PHYSICIAN CLINIC MAYO FAMILY CLINIC KASSON

411 WEST MAIN KASSON MN 55944

OUTPATIENT PHYSICIAN CLINIC NORTH MAYO EXPRESS CARE

3454 55TH ST NW SUITE 430 ROCHESTER MN 55901

CLINIC SOUTH MAYO EXPRESS CARE

500 CROSSROADS DRIVE SW ROCHESTER MN 55902

CLINIC MAYO CLINIC AT MALL OF AMERICA

120 SOUTH AVENUE BLOOMINGTON MN 55425

OUTPATIENT PHYSICIAN CLINIC PART I, LINE 6A: THE ANNUAL REPORT IS PART OF A CONSOLIDATED REPORT PREPARED BY MAYO CLINIC. PART I, LINE 7: A COST-TO-CHARGE RATIO (FROM WORKSHEET 2) IS USED TO CALCULATE THE AMOUNTS ON LINE 7A-7C (FINANCIAL ASSISTANCE, MEDICAID SHORTFALL, AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS).THE AMOUNTS FOR LINES 7E-7I WOULD COME FROM THE BOOKS AND RECORDS OF SPECIFIC SEGMENTS OF THE ORGANIZATION AND ARE NOT BASED ON A COST-TO-CHARGE RATIO. PART I, LINE 7G: THE FOLLOWING NET COMMUNITY BENEFIT COST ATTRIBUTED TO A PHYSICIAN CLINIC WAS INCLUDED AS SUBSIDIZED HEALTH SERVICES: $123,658,140 PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 23714414. PART II: MAYO CLINIC IS DEDICATED TO SUPPORTING THE HEALTH OF THE LOCAL COMMUNITIES NEAREST ITS FACILITIES AND TO POSITIVELY IMPACTING LOCAL, REGIONAL AND NATIONAL HEALTH FOR ALL PEOPLE THROUGH PROLIFERATION OF ITS ADVANCES IN MEDICAL PRACTICE, RESEARCH AND EDUCATION. MAYO CLINIC'S COMMUNITY BUILDING ACTIVITIES REFLECT ITS BELIEF THAT IN ADDITION TO TRADITIONAL MEDICAL CARE, COMMUNITY HEALTH IS LARGELY IMPACTED BY MANY SOCIETAL INFLUENCES, SUCH AS SOCIAL, LIFESTYLE, EDUCATIONAL, ECONOMIC, AND ENVIRONMENTAL FACTORS.THROUGH ITS OFFICE OF COMMUNITY RELATIONS, MAYO CLINIC INVESTS IN, AND PARTNERS WITH, HUNDREDS OF COMMUNITY GROUPS AND ORGANIZATIONS TO ENSURE ITS LOCAL COMMUNITY IS: - A WELCOMING, HEALTHY ENVIRONMENT - AN ENVIRONMENT THAT ATTRACTS AND SUSTAINS A DIVERSE WORKFORCE TO DELIVER THE BEST PATIENT CARE, RESEARCH AND EDUCATION FOR THE PROMOTION OF THE HEALTH AND WELL BEING OF PATIENTS AND THE GENERAL PUBLIC.AS PART OF ITS COMMUNITY CONTRIBUTIONS PROGRAM, MAYO CLINIC PROVIDES FUNDING AND IN-KIND SUPPORT FOR NEW AND ONGOING PROGRAMS THAT ULTIMATELY SUPPORT HEALTH, SUCH AS BASIC HUMAN SERVICES, EDUCATION AND WORKFORCE DEVELOPMENT, YOUTH AND ELDERLY ENRICHMENT OPPORTUNITIES, THE ARTS AND CULTURAL ENRICHMENT, DIVERSITY, AND OTHERS. MAYO CLINIC GUIDELINES STATE THAT ITS PHILOTHROPIC SUPPORT AND COMMUNITY BUILDING ACTIVITIES SHOULD: - ADDRESS SIGNIFICANT AND EMERGENT NEEDS WITHIN THE COMMUNITY (EDUCATION AND WORKFORCE DEVELOPMENT, AFFORDABLE AND ACCESSIBLE COMMUNITY RESOURCES, DIVERSITY) - ENHANCE MAYO'S CAPACITY TO MEET ITS MISSION - IMPROVE THE HEALTH OF INDIVIDUALS IN THE COMMUNITY - ENABLE LONG-TERM CAPACITY BUILDING AND SUSTAINABILITY FOR MEETING COMMUNITY NEEDS - DEMONSTRATE PARTNERSHIP BUILDING AND COLLABORATION WITH COMMUNITY PARTNERSIN ADDITION TO DIRECT AND INDIRECT MONETARY AND IN-KIND SUPPORT, MAYO CLINIC APPOINTS REPRESENTATIVES FROM ITS STAFF TO SERVE ON NUMEROUS NONPROFIT BOARDS AND COMMUNITY TASK FORCES TO ENHANCE THE CAPACITY OF LOCAL ORGANIZATIONS FOR SUSTAINABILITY, COMMUNITY COLLABORATION, EFFICIENCY AND IMPACT. MAYO CLINIC REPRESENTATIVES WORK WITH COMMUNITY GROUPS TO DEVELOP AND NURTURE A SHARED VISION TO SOLVE COMPLEX AND SYSTEMIC COMMUNITY CHALLENGES SUCH AS HUNGER, GANG ACTIVITY AND YOUTH MENTORSHIP, EARLY CHILDHOOD DEVELOPMENT, DIVERSITY AND INCLUSIVENESS AND HEALTH CARE EDUCATION AND ACCESS. PART III, LINE 4: FOOTNOTE FROM MAYO CLINIC 2011 CONSOLIDATED AUDITED FINANCIAL STATEMENTS: ACCOUNTS RECEIVABLE FOR MEDICAL SERVICES - ACCOUNTS RECEIVABLE FOR MEDICAL SERVICES ARE STATED AT NET REALIZABLE VALUE. THE CLINIC ESTIMATES THE ALLOWANCES FOR UNCOLLECTIBLE ACCOUNTS BASED ON HISTORIC WRITE-OFFS AND THE AGING OF THE ACCOUNTS. ACCOUNTS ARE WRITTEN OFF WHEN COLLECTION EFFORTS HAVE BEEN EXHAUSTED.METHODOLOGY FOR SCHEDULE H, PART III, LINE 2:BAD DEBT EXPENSE IS DETERMINED BASED ON GAAP AND IS EXPLAINED IN THE ACCOUNTS RECEIVABLE FOOTNOTE OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. PART III, LINE 8: MAYO IS NOT REQUIRED TO FILE THE SAME COST REPORT THAT IS REQUIRED OF HOSPITALS AND REFERRED TO IN THE INSTRUCTIONS FOR CALCULATING THE AMOUNT TO REPORT IN PART III, SECTION B, LINE 6; HOWEVER, USING A COST-TO-CHARGE RATIO, MAYO DID HAVE A MEDICARE SHORTFALL OF $596,494,742 BASED ON MEDICARE REIMBURSEMENT OF $333,739,381 AND COSTS OF $904,467,571. BOTH REVENUE AND EXPENSE HAVE BEEN ADJUSTED TO ACCOUNT FOR MEDICARE REVENUE AND EXPENSES THAT ARE INCLUDED IN EDUCATION EXPENSES AND SUBSIDIZED HEALTH SERVICES. THE MEDICARE SHORTFALL REPORTED IN THE CORE FORM, PART III, PROGRAM SERVICE ACCOMPLISHMENTS, REPORTS THE TOTAL MEDICARE SHORTFALL RELATED TO PATIENT CARE AND IS THEREFORE NOT ADJUSTED FOR EDUCATION EXPENSE AND SUBSIDIZED HEALTH SERVICES.REASONS WHY MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT ARE: (1) ABSENT THE MEDICARE PROGRAM, IT IS LIKELY MANY OF THE INDIVIDUALS WOULD QUALIFY FOR FINANCIAL ASSISTANCE OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS; (2) BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS; (3) THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS; AND (4) THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFIT NEEDS. PART III, LINE 9B: MAYO CLINIC AND ITS AFFILIATES STRIVE TO ASSIST ALL PATIENTS IN MEETING THEIR FINANCIAL OBLIGATION PRIOR TO ENLISTING THE ASSISTANCE OF A COLLECTION AGENCY BY MAKING EVERY REASONABLE ATTEMPT TO COLLECT FROM INSURANCE COMPANIES AND OTHER THIRD-PARTY PAYORS. IN ADDITION, MAYO CLINIC AND ITS AFFILIATES ACCEPT REASONABLE PAYMENT PLANS FROM PATIENTS WHEN AN ACCOUNT IS THE PATIENT'S RESPONSIBILITY AND TRY TO IDENTIFY THOSE PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE. IN THE EVENT THAT AN ACCOUNT IS REFERRED TO A COLLECTION AGENCY, GUIDELINES ARE FOLLOWED; INCLUDING SUSPENDING ALL COLLECTION ACTIVITY IF A FINANCIAL ASSISTANCE APPLICATION HAS BEEN SUBMITTED AFTER THE ACCOUNT HAS BEEN REFERRED FOR COLLECTION. IF A COLLECTION AGENCY IDENTIFIES A PATIENT AS MEETING MAYO CLINIC'S FINANCIAL ASSISTANCE ELIGIBILTY CRITERIA OR THE PATIENT ASKS TO APPLY FOR FINANCIAL ASSISTANCE, COLLECTION ACTIVITY IS SUSPENDED UNTIL MAYO REVIEWS THE ACCOUNT FOR FINANCIAL ASSISTANCE ELIGIBILITY BASED ON SUBMISSION OF REQUESTED INFORMATION. COLLECTION ACTIVITY WOULD ONLY RESUME IF MAYO WOULD TELL THE COLLECTION AGENCY TO PURSUE COLLECTIONS ON THE BALANCE OR PARTIAL BALANCE IF THERE WAS A CHARITY ADJUSTMENT. MAYO CLINIC PART V, SECTION B, LINE 13G: WITH REGARD TO THE POSTINGS WITHIN THE HOSPITAL FACILITY, A BROCHURE IS MADE AVAILABLE IN NUMEROUS LOCATIONS THROUGHOUT THE FACILITY WHICH DESCRIBES THE FINANCIAL ASSISTANCE POLICY, HOW TO APPLY FOR FINANCIAL ASSISTANCE, AND GIVES THE INTERNET ADDRESS WHERE THE COMPLETE POLICY CAN BE OBTAINED. MAYO CLINIC PART V, SECTION B, LINE 19D: OUR POLICY ALLOWS FOR A MINIMUM DISCOUNT OF 20% TO ELIGIBLE INDIVIDUALS WHICH RESULTS IN AN AMOUNT LESS THAN THE AVERAGE OF THE THREE BEST NEGOTIATED COMMERCIAL RATES OR THE BEST NEGOTIATED COMMERCIAL RATE. PART VI, LINE 2: MAYO CLINIC ATTRACTS PATIENTS FROM AREAS FAR BEYOND THE IMMEDIATE COMMUNITIES WHERE ITS FACILITIES ARE LOCATED, COMING FROM EVERY STATE AND NEARLY 135 FOREIGN COUNTRIES. BESIDES ITS PRINCIPAL FACILITIES LOCATED IN ROCHESTER, MN, PHOENIX AND SCOTTSDALE, AZ AND JACKSONVILLE, FL, MAYO CLINIC HAS A NETWORK OF COMMUNITY BASED HEALTH CARE PROVIDERS IN MORE THAN 70 COMMUNITIES THROUGHOUT MINNESOTA, IOWA AND WISCONSIN. MAYO CLINIC SUPPORTS AND COORDINATES EFFORTS TO IMPROVE THE HEALTH AND WELL BEING WITHIN EACH OF THE COMMUNITIES IT SERVES AND ALSO CONDUCTS MEDICAL EDUCATION AND RESEARCH ACTIVITIES TO ADVANCE THE SCIENCE OF MEDICINE TO BENEFIT REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIES. IN ROCHESTER, MAYO CLINIC WORKS COLLABORATIVELY WITH ITS AFFILIATED ENTITIES (MAYO CLINIC - SAINT MARYS HOSPITAL AND MAYO CLINIC - METHODIST HOSPITAL), THROUGH COMMON GOVERNANCE AND SHARED SYSTEMS, POLICIES AND PROCEDURES TO MEET THE HEALTH CARE NEEDS OF THE LOCAL OLMSTED COUNTY COMMUNITY OF APPROXIMATELY 120,000 RESIDENTS. THESE ENTITIES ARE COLLECTIVELY REFERRED TO AS "MAYO" FOR PURPOSES OF THIS DESCRIPTION.MAYO'S EFFORTS TO ASSESS THE HEALTH CARE NEEDS OF THE OLMSTED COUNTY REST ON FOUR GUIDING PRINCIPLES DEVELOPED WITH COMMUNITY PARTNERS AND AFFIRMED BY MAYO LEADERSHIP:1. HEALTH IS VALUED BY BOTH THE COMMUNITY AND MAYO.2. "HEALTH" IS DETERMINED BY BOTH MEDICAL AND NON-MEDICAL (E.G., SOCIAL AND BEHAVIORAL) FACTORS AND BOTH MUST BE ADDRESSED.3. MAYO IS COMMITTED TO PRODUCING MEASURABLE IMPROVEMENTS IN THE HEALTH OF ALL OLMSTED COUNTY RESIDENTS.4. STRATEGIES TO IMPROVE COMMUNITY HEALTH ARE BEST DETERMINED AND IMPLEMENTED THROUGH PARTNERSHIPS BETWEEN HEALTH CARE PROVIDERS AND COMMUNITY MEMBERS.WITH THESE PRINCIPLES AS THE BASIS OF ITS DECISION MAKING, AND CONSISTENT WITH ITS PRIMARY VALUE OF "THE NEEDS OF THE PATIENT COME FIRST," MAYO REGULARLY SEEKS INPUT TO COORDINATE EFFORTS TO ADDRESS COMMUNITY NEEDS IN A TIMELY, EFFICIENT AND EFFECTIVE MANNER. MAYO ANNUALLY REVIEWS COMMUNITY NEEDS ASSESSMENTS CONDUCTED BY THE PUBLIC HEALTH DEPARTMENT, SOCIAL SERVICES, AND OTHER COMMUNITY ORGANIZATIONS SUCH AS UNITED WAY AND THE SALVATION ARMY THAT SERVE BROAD COMMUNITY HEALTH NEEDS. THESE ASSESSMENTS ARE USED TO DETERMINE SERVICES CURRENTLY AVAILABLE AND TO IDENTIFY GAPS THAT CAN BE ADDRESSED IN MAYO'S RESPONSE TO MEET THE COMMUNITY'S HEALTH CARE NEEDS. MAYO ALSO PROVIDES SHARED LEADERSHIP FOR THE OLMSTED COUNTY COMMUNITY HEALTHCARE ACCESS COLLABORATIVE (CHAC). CHAC IS A MULTICULTURAL VOLUNTEER COALITION OF OVER 20 HEALTH CARE RELATED SERVICE PROVIDERS, PUBLIC HEALTH, SOCIAL SERVICE, AND OTHER ORGANIZATIONS FROM THE GOVERNMENT, PRIVATE AND NOT-FOR-PROFIT SECTORS. CHAC WORKS TO ADDRESS HEALTH CARE NEEDS FOR ALL RESIDENTS OF OLMSTED COUNTY WITH SPECIAL EMPHASIS ON DIVERSE AND UNDER-RESOURCED POPULATIONS. PRIORITIES ARE ESTABLISHED BASED ON THE REVIEW OF COMMUNITY-WIDE NEEDS, AN ANALYSIS OF EXISTING SERVICES AND BY IMPLEMENTING STRATEGIES TO CLOSE GAPS. THE PLANNING PROCESS FOR CHAC ACTIVITY OCCURS THROUGH A COMMON COMMUNICATION PROCESS, INCLUDING MONTHLY MEETINGS AND A PUBLICLY ACCESSIBLE WEB SITE (WWW.CHACMN.ORG ) SUPPLEMENTED BY INPUT FROM A COMMUNITY ADVISORY BOARD (CAB). THE CAB IS COMPRISED OF 25 MEMBERS DRAWN FROM DIVERSE REPRESENTATIVES OF RACIAL, ETHNIC, GENDER ORIENTATION, RELIGIOUS, GEOGRAPHIC, SOCIOECONOMIC AND OTHER GROUPS THAT MAKE UP THE COMMUNITY. ACTIVITIES OF THE CAB INCLUDE SETTING PRIORITIES FOR HEALTH IMPROVEMENT PROJECTS, PROVIDING INPUT TO COLLABORATIVE PROJECTS AMONG SERVICE PROVIDERS AND FACILITATING DIALOG BETWEEN PROVIDERS AND THE COMMUNITY.WITHIN MAYO, COMMUNITY HEALTH ASSESSMENT INITIATIVES ARE COORDINATED THROUGH THE COMMUNITY ENGAGEMENT COMMITTEE (CEC). CEC INCLUDES REPRESENTATIVES FROM PRACTICE, EDUCATION AND RESEARCH WITHIN MAYO AS WELL AS MEMBERS FROM THE COMMUNITY. THE ROLES OF THE CEC ARE TO MONITOR IMPLEMENTATION OF OVERALL MAYO COMMUNITY ENGAGEMENT STRATEGIES AND TO FOSTER THE DEVELOPMENT OF LONG-TERM, MUTUALLY BENEFICIAL RELATIONSHIPS BETWEEN MAYO AND THE COMMUNITY. CEC MEETS MONTHLY AND REPORTS REGULARLY TO THE MAYO PRESIDENT AND CEO AS WELL AS TO INSTITUTIONAL COMMITTEES. WITHIN THE PRACTICE FUNCTION OF MAYO, A COMMUNITY HEALTH COUNCIL (CHC) FACILITATES COMMUNITY ACCESS TO AND PARTICIPATION IN PATIENT CARE AND COMMUNITY OUTREACH INITIATIVES. CHC IS GUIDED BY CEC, WITH INPUT FROM COMMUNITY ADVISORY BOARDS (CAB) DESCRIBED ABOVE.CHC IS PART OF AN INTEGRATED PRACTICE UNIT THAT FOCUSES ON PRIMARY CARE DELIVERY FOR THE LOCAL COMMUNITY WHICH REQUIRES DIFFERENT APPROACHES THAN THOSE PATIENTS WHO UTILIZE MAYO'S SPECIALTY CARE SERVICES. CHC SERVES TO OVERSEE, COORDINATE AND LINK INITIATIVES IN PRACTICE AND EDUCATION THAT HAVE THE POTENTIAL TO IMPACT THE COMMUNITY OR LOCAL HEALTH-RELATED SERVICE PROVIDERS. ALTHOUGH CHC IS PRIMARILY FOCUSED ON PRACTICE AND EDUCATION ACTIVITIES, IT HAS LINKS TO RESEARCH RESOURCES WHICH CAN BE DIRECTED TOWARDS COMMUNITY INITIATIVES THAT WOULD BENEFIT FROM A RESEARCH APPROACH OR TECHNICAL EXPERTISE. AN 18 MEMBER CAB CHAIRED BY COMMUNITY MEMBERS HELPS CHC IDENTIFY AND PRIORITIZE NEEDS, CONNECTS THE COMMUNITY TO MAYO PERSONNEL, REVIEWS PROPOSALS FOR MAYO OUTREACH ACTIVITIES, PROVIDES FEEDBACK ON THE RESULTS OF THESE ACTIVITIES AND GIVES INPUT FOR NEW PROGRAMS.FROM A RESEARCH PERSPECTIVE, MAYO'S CENTER FOR TRANSLATIONAL SCIENCE ACTIVITY (CTSA, HTTP://CTSA.MAYO.EDU/COMMUNITY/INDEX.HTML) PLANS INPUT SESSIONS WITH REPRESENTATIVES OF LOCAL COMMUNITY GROUPS TO IDENTIFY, PLAN AND CARRY OUT COMMUNITY BASED RESEARCH TO IMPROVE HEALTH OUTCOMES AMONG UNDERSERVED POPULATIONS. CTSA SUPPORTS SIGNIFICANT EFFORTS WITHIN THE CLINICAL RESEARCH UNIT AT MAYO TO INCREASE COMMUNITY INVOLVEMENT IN RESEARCH AND TO RECRUIT A DIVERSE POPULATION OF RESEARCH SUBJECTS. IN PARTNERSHIP WITH CTSA EDUCATION RESOURCES, CTSA HAS DEVELOPED A SERIES OF COMMUNITY ENGAGEMENT EDUCATION MODULES FOR RESEARCH INVESTIGATORS. THESE EFFORTS HAVE RESULTED IN A VARIETY OF RESEARCH ACTIVITIES THAT INVOLVE NOT ONLY THE OLMSTED COUNTY COMMUNITY BUT ALSO OTHER COMMUNITIES THROUGHOUT THE REGION. EXAMPLES OF THESE ACTIVITIES INCLUDE COLLABORATIONS WITH OTHER PROVIDERS, PUBLIC HEALTH SERVICES, PUBLIC SCHOOLS AND UNIVERSITIES, CITY AND COUNTY GOVERNMENT AND COMMUNITY ORGANIZATIONS SUCH AS THE INTERCULTURAL MUTUAL ASSISTANCE ASSOCIATION, MIGRANT HEALTH SERVICES, OLMSTED COUNTY CHILD CARE RESOURCE AND REFERRAL, ELDER NETWORK, ROCHESTER SENIOR CENTER, IGLESIA DE DIOS EMMANUEL DE ROCHESTER, THE RED CROSS, ASIAN HEALTHCARE LEADERS ASSOCIATION, INDIAN HEALTH SERVICES AND MANY OTHERS.ONE CRITICAL COMPONENT OF MEETING THE NEEDS OF THE COMMUNITY IS THE ROCHESTER EPIDEMIOLOGY PROJECT (REP, HTTP://WWW.ROCHESTERPROJECT.ORG/), A COLLABORATION OF MAYO WITH OLMSTED MEDICAL CENTER AND ROCHESTER FAMILY MEDICINE CLINIC. REP LINKS TOGETHER NEARLY ALL THE MEDICAL RECORDS OF THE RESIDENTS OF OLMSTED COUNTY, MAKING IT POSSIBLE TO CONDUCT POPULATION-BASED RESEARCH OF MOST MEDICAL CONDITIONS. THIS UNIQUE RESEARCH INFRASTRUCTURE PROVIDES AN EXTENSIVE DATA REPOSITORY OF CARE DELIVERED TO COMMUNITY RESIDENTS FOR ALMOST HALF A CENTURY AND IS VIRTUALLY UNPARALLELED IN THE UNITED STATES. REP HAS BEEN USED BY HUNDREDS OF INVESTIGATORS TO DEVELOP STUDIES ON A WIDE RANGE OF MEDICAL CONDITIONS AND HAS RESULTED IN OVER 2,000 PUBLICATIONS SINCE 1966.ANOTHER COMPONENT OF ASSESSING COMMUNITY HEALTH NEEDS IS THE COMMUNITY CONTRIBUTIONS PROGRAM FACILITATED BY A COMMUNITY CONTRIBUTIONS COMMITTEE (CCC) WITHIN MAYO'S OFFICE OF COMMUNITY RELATIONS. THIS PROGRAM CONSIDERS MONETARY AND IN-KIND REQUESTS FROM COMMUNITY ORGANIZATIONS THAT ALIGN WITH MAYO'S EFFORTS TO DIRECTLY OR INDIRECTLY PROMOTE HEALTH AND WELLNESS. SUCH REQUESTS FOR PHILANTHROPIC SUPPORT ARE CONSIDERED AND RESPONDED TO BASED ON PUBLISHED GUIDELINES AND PRIORITIES. BY MONITORING REQUESTS WITHIN SPECIFIC FOCUS AREAS, CCC IDENTIFIES NEEDS WITHIN VARIOUS SECTORS WITHIN THE COMMUNITY. REVIEW OF REQUESTS ALSO PROVIDES AN OPPORTUNITY FOR MAYO STAFF TO MEET WITH INDIVIDUAL ORGANIZATIONS TO BETTER UNDERSTAND NEEDS AND OPPORTUNITIES FOR COLLABORATION. MAYO PROVIDES CONSIDERABLE IN-KIND SUPPORT TO LOCAL ORGANIZATIONS IN THE FORM OF LEGAL, ADMINISTRATIVE, FACILITIES, FINANCIAL ANALYSIS, PRINTING, MARKETING AND OTHER AREAS OF EXPERTISE TO HELP BUILD THE CAPACITY OF COMMUNITY ORGANIZATIONS TO BE SUSTAINABLE AND EFFECTIVE IN SERVING THE NEEDS OF THE COMMUNITY. PART VI, LINE 3: MEASURES TO PUBLICIZE FINANCIAL ASSISTANCE POLICY:MAYO CLINIC IS COMMITTED TO OFFERING FINANCIAL ASSISTANCE TO ELIGIBLE PATIENTS WHO DO NOT HAVE THE ABILITY TO PAY FOR THEIR MEDICAL SERVICES IN WHOLE OR IN PART. IN ORDER TO ACCOMPLISH THIS CHARITABLE GOAL, MAYO CLINIC AND MAYO CLINIC HEALTH SYSTEM SITES WILL WIDELY PUBLICIZE THIS POLICY IN THE COMMUNITIES THAT THE INDIVIDUAL MAYO CLINIC AFFILIATED SITES SERVE. MAYO CLINIC AFFILIATED SITES WILL MAKE A COPY OF THIS POLICY AVAILABLE BY POSTING IT ON THEIR WEBPAGE INCLUDING THE ABILITY TO DOWNLOAD A COPY OF THE POLICY FREE OF CHARGE. INDIVIDUALS IN THE COMMUNITY SERVED WILL BE ABLE TO OBTAIN A COPY OF THE POLICY IN LOCATIONS THROUGHOUT EACH MAYO CLINIC AFFILIATED SITE OR UPON REQUEST. THE POLICY EXPLAINS THE FINANCIAL ASSISTANCE PROGRAM AND FACTORS AFFECTING ELIGIBILITY. WITHIN THE HOSPITAL FACILITY, A BROCHURE IS MADE AVAILABLE IN NUMEROUS LOCATIONS THROUGHOUT THE FACILITY WHICH DESCRIBES THE FINANCIAL ASSISTANCE POLICY, HOW TO APPLY FOR FINANCIAL ASSISTANCE, AND GIVES THE INTERNET ADDRESS WHERE THE COMPLETE POLICY CAN BE OBTAINED. PART VI, LINE 4: MAYO CLINIC SERVES THE POPULATION OF OLMSTED COUNTY IN MINNESOTA AS WELL AS A WIDER REGIONAL, NATIONAL, AND EVEN INTERNATIONAL POPULATION. OLMSTED COUNTY HAS A POPULATION OF 144,248 RESIDENTS IN 60,495 HOUSING UNITS ACCORDING TO THE 2010 CENSUS. FOURTEEN PERCENT OF THESE RESIDENTS ARE NONWHITE AND 74% LIVE WITHIN THE CITY OF ROCHESTER. THE MAJORITY OF MAYO CLINIC PATIENTS COME FROM A 150 MILE RADIUS OF ROCHESTER MINNESOTA HOWEVER OVER 50% OF MAYO CLINIC PATIENTS COME FROM OUTSIDE THE STATE OF MINNESOTA, COMING FROM ALL 50 STATES AND NEARLY 135 FOREIGN COUNTRIES. ALTHOUGH IT SERVES A WIDE RANGE OF HEALTH CARE NEEDS INCLUDING PRIMARY AND COMMUNITY CARE, MAYO CLINIC IS ESPECIALLY FOCUSED IN PROVIDING TERTIARY CARE AND SPECIALTY TREATMENT OF THE MORE UNUSUAL AND DIFFICULT MEDICAL CASES. PART VI, LINE 5: MAYO CLINIC AND ITS AFFILIATES ARE LARGE, MULTI-FACETED, INTEGRATED, NOT-FOR-PROFIT GROUP PRACTICES AND HEALTH SYSTEMS. AT MAYO CLINIC, DOCTORS FROM EVERY MEDICAL SPECIALTY WORK TOGETHER TO CARE FOR PATIENTS, JOINED BY COMMON SYSTEMS AND A PHILOSOPHY OF "THE NEEDS OF THE PATIENT COME FIRST." THE ORGANIZATIONS (INCLUDING HOSPITAL AND NON-HOSPITAL ENTITIES) WORK TOGETHER TO SERVE THEIR COMMUNITIES AT THE LOCAL, REGIONAL, NATIONAL, AND GLOBAL LEVELS. THIS COMMUNITY BENEFIT HAPPENS THROUGH ITS FOCUS ON PATIENT CARE, EDUCATION, AND RESEARCH. SPECIFICALLY, THE TAX-EXEMPT PURPOSE OF MAYO CLINIC AND ITS AFFILIATES IS THREE-FOLD:PRACTICE - PRACTICE MEDICINE AS AN INTEGRATED TEAM OF COMPASSIONATE, MULTI-DISCIPLINARY PHYSICIANS, SCIENTISTS AND ALLIED HEALTH PROFESSIONALS WHO ARE FOCUSED ON THE NEEDS OF PATIENTS FROM OUR COMMUNITIES, REGIONS, THE NATION AND THE WORLD.EDUCATION - EDUCATE PHYSICIANS, SCIENTISTS AND ALLIED HEALTH PROFESSIONALS AND BE A DEPENDABLE SOURCE OF HEALTH INFORMATION FOR OUR PATIENTS AND THE PUBLIC.RESEARCH - CONDUCT BASIC AND CLINICAL RESEARCH PROGRAMS TO IMPROVE PATIENT CARE AND TO BENEFIT SOCIETY, INCLUDING PARTNERING WITH MAYO CLINIC HEALTH SYSTEM PRACTICES TO PERFORM PRACTICE-BASED RESEARCH DESIGNED TO IMPROVE PATIENT CARE.THROUGH ITS MISSION, MAYO CLINIC AND ITS AFFILIATES ENRICH THE COMMUNITIES IN WHICH THEY OPERATE AS WELL AS THE BROADER COMMUNITY - IMPROVING MEDICINE THROUGH RESEARCH, EDUCATING PHYSICIANS AND OTHER HEALTH CARE PROVIDERS, AND PROVIDING CARE AND SUPPORT TO PEOPLE IN NEED. PLEASE REFER TO THE PROGRAM SERVICE ACCOMPLISHMENTS ON FORM 990, PART III, FOR FURTHER DESCRIPTION OF THE FILING ORGANIZATION'S ACTIVITIES.SURPLUS FUNDS MAYO CLINIC AND ITS AFFILIATES REINVEST THEIR NET OPERATING INCOME TO ADVANCE MEDICAL RESEARCH AND TEACH THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS, AS WELL AS TO ALLOW THE INDIVIDUAL ENTITY TO SUSTAIN ITS MISSION AND PREPARE FOR THE FUTURE. COMMUNITY REPRESENTATION ON GOVERNING BODYTHE BOARD OF TRUSTEES IS THE GOVERNING BODY OF MAYO CLINIC. A MAJORITY OF ITS MEMBERS ARE EXTERNAL, INDEPENDENT TRUSTEES. IT HAS OVERALL RESPONSIBILITY FOR THE CHARITABLE, CLINICAL PRACTICE, SCIENTIFIC AND EDUCATIONAL MISSION AND PURPOSES OF MAYO CLINIC AND ITS AFFILIATES AS SET FORTH IN ITS ARTICLES OF INCORPORATION AND BYLAWS. BECAUSE OF MAYO CLINIC'S NATIONAL PRESENCE, THESE TRUSTEES ARE SELECTED BASED ON THEIR AREAS OF EXPERTISE, WHETHER IN HEALTH CARE POLICY, BUSINESS, GOVERNMENT OR ANOTHER FIELD. THE PATIENTS OF THE FILING ORGANIZATION HAVE ACCESS TO AN EMERGENCY ROOM OPERATED BY A RELATED ENTITY ADJACENT TO OR IN CLOSE PROXIMITY TO THE FILING ORGANIZATION. PART VI, LINE 6: MAYO CLINIC IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT MEDICAL GROUP PRACTICE IN THE WORLD, BRINGING TOGETHER TEAMS OF EXPERTS TO PROVIDE HIGH-QUALITY, AFFORDABLE AND COMPASSIONATE CARE TO EACH PATIENT CONSISTENT WITH ITS 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". TO ACCOMPLISH ITS MISSION, MAYO CLINIC IS PART OF A MULTI-ENTITY ORGANIZATIONAL STRUCTURE CONSISTING OF HOSPITALS, CLINICS, HEALTH CARE PROVIDERS AND OTHER ENTITIES PROVIDING HEALTH CARE RELATED SERVICES AND KNOWLEDGE DELIVERY TO THE PUBLIC THROUGHOUT THE WORLD. MAYO CLINIC WORKS COLLABORATIVELY WITH ITS AFFILIATED HOSPITALS (MAYO CLINIC - SAINT MARYS HOSPITAL AND MAYO CLINIC - METHODIST HOSPITAL) IN ROCHESTER, MN TO FORM AN INTEGRATED MEDICAL CENTER DEDICATED TO PROVIDING COMPREHENSIVE DIAGNOSIS AND TREATMENT IN VIRTUALLY EVERY MEDICAL AND SURGICAL SPECIALTY. MAYO CLINIC IS ALSO THE SOLE MEMBER OF MAYO CLINIC ARIZONA AND MAYO CLINIC JACKSONVILLE WHICH PROVIDE SERVICES TO PATIENTS IN THE SOUTHWEST AND SOUTHEAST REGIONS OF THE US. IN THE MIDWEST, MAYO CLINIC HEALTH SYSTEM SERVES OVER 70 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 AND SHARED SYSTEMS, 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 CLINIC PHYSICIANS AND ADMINISTRATORS ENSURE THE ENTIRE ORGANIZATION REMAINS TRUE TO ITS MISSION AND CULTURE OF PROMOTING THE COMMON GOOD BY PROVIDING FOR THE HEALTH CARE NEEDS OF THE PUBLIC RATHER THAN FOR PRIVATE BENEFIT. IN 2011, MORE THAN 58,000 PHYSICIANS, SCIENTISTS AND RESEARCHERS,RESIDENTS, FELLOWS, STUDENTS AND ALLIED HEALTH STAFF PROVIDED CARE TO OVER ONE MILLION PATIENTS.IN ADDITION TO PROVIDING HEALTH CARE SERVICES TO PATIENTS LOCALLY, REGIONALLY, NATIONALLY AND INTERNATIONALLY, ALL MAYO CLINIC LOCATIONS ENGAGE IN COMMUNITY OUTREACH ACTIVITIES TO IMPROVE COMMUNITY HEALTH AND RESPOND TO LOCAL COMMUNITY NEEDS.FOR MORE SPECIFIC DESCRIPTION, SEE THE RESPONSE TO CORE FORM, PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS, LINE 4B (REPORTED IN SCHEDULE O). PART VI, LINE 7 NEITHER THE FILING ORGANIZATION, NOR ANY RELATED ORGANIZATION, FILES A COMMUNITY BENEFIT REPORT WITH ANY STATE OTHER THAN THE EXTENT TO WHICH COMMUNITY BENEFIT INFORMATION IS INCLUDED IN OTHER REPORTING REQUIREMENTS SUCH AS INFORMATION PROVIDED ON THE MINNESOTA HOSPITAL ANNUAL REPORT OR TO THE WISCONSIN HOSPITAL ASSOCIATION. 1 ABINGTON MEMORIAL HOSPITAL 1200 OLD YORK RD ABINGTON PA 19001 231352152 501(C)(3) 6000 SUPPORT RESEARCH PROGRAM ADVENTIST HEALTH SYSTEM-SUNBELT INC 601 E ROLLINS ST ORLANDO FL 32803 590724459 501(C)(3) 9576 SUPPORT RESEARCH PROGRAM AGILEX TECHNOLOGIES INC 5155 PARKSTONE DR CHANTILLY VA 201513812 205967657 138718 SUPPORT RESEARCH PROGRAM AGNESIAN HEALTHCARE INC 430 E DIVISION ST FOND DU LAC WI 54935 390807236 501(C)(3) 8900 SUPPORT RESEARCH PROGRAM ALASKA NATIVE TRIBAL HEALTH CONSORTIUM 4000 AMBASSADOR DRIVE ANCHORAGE AK 99508 920162721 501(C)(3) 147265 SUPPORT RESEARCH PROGRAM ALTRU CANCER CENTER PO BOX 6002 GRAND FORKS ND 58206 450368330 501(C)(3) 108350 SUPPORT RESEARCH PROGRAM ALTRU HEALTH SYSTEM PO BOX 6002 GRAND FORKS ND 58206 450310462 501(C)(3) 19400 SUPPORT RESEARCH PROGRAM AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS 6300 NORTH RIVER ROAD ROSEMONT IL 600184262 362110592 501(C)(3) 20000 SUPPORT CHARITABLE PROGRAMS AMERICAN CANCER SOCIETY MIDWEST DIVISION INC (HOPE LODGE) 2520 PILOT KNOB ROAD MENDOTA HEIGHTS MN 55120 410724036 501(C)(3) 27000 SUPPORT CHARITABLE PROGRAMS AMERICAN RED CROSS - SOUTHEAST MINNESOTA CHAPTER 310 14TH STREET SE ROCHESTER MN 55904 030585610 501(C)(3) 50000 SUPPORT CHARITABLE PROGRAMS ANDERSON FORSCHUNG GROUP LLC 1759 WILLARD ST NW WASHINGTON DC 200091718 452942855 5300 SUPPORT RESEARCH PROGRAM APPLE TREE DENTAL INC 8960 SPRINGBROOK DR NW MINNEAPOLIS MN 55433 363411437 501(C)(3) 25000 SUPPORT CHARITABLE PROGRAMS ARIZONA STATE UNIVERSITY PO BOX 870502 TEMPE AZ 85287 860196696 STATE OF AZ 138225 SUPPORT RESEARCH PROGRAM BASSETT MEDICAL CENTER ONE ATWELL ROAD COOPERSTOWN NY 13326 135596796 501(C)(3) 5000 SUPPORT RESEARCH PROGRAM BAYHEALTH MEDICAL CENTER INC 640 SOUTH STATE STREET DOVER DE 19901 510064318 501(C)(3) 14500 SUPPORT RESEARCH PROGRAM BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA NO T100 HOUSTON TX 77030 741613878 501(C)(3) 300908 SUPPORT RESEARCH PROGRAM BAYLOR RESEARCH INSTITUTE 2001 BRYAN ST STE 2300 DALLAS TX 75201 751921898 501(C)(3) 497181 SUPPORT RESEARCH PROGRAM BAYLOR UNIVERSITY ONE BEAR PLACE 97043 WACO TX 76798 741159753 501(C)(3) 26778 SUPPORT RESEARCH PROGRAM BEAUFORT COUNTY HOSPITAL ASSOCIATION INC 628 E 12TH ST WASHINGTON NC 27889 560675676 501(C)(3) 13950 SUPPORT RESEARCH PROGRAM BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 1201 NINTH AVENUE SEATTLE WA 98101 910653422 501(C)(3) 415248 SUPPORT RESEARCH PROGRAM BILLINGS CLINIC 2800 10TH AVE N BILLINGS MT 59101 810231784 501(C)(3) 8400 SUPPORT RESEARCH PROGRAM BIOLOGICS INC 9024 EUCLID AVE STE H MANASSAS VA 20110 561861614 9500 SUPPORT RESEARCH PROGRAM BIOMEDICAL RESEARCH INSTITUTE OF NEW MEXICO 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PA 818 N EMPORIA 403 WICHITA KS 67214 481181579 153123 SUPPORT RESEARCH PROGRAM CANCER RESEARCH FOR THE OZARKS 1730 E REPUBLIC RD SUITE V SPRINGFIELD MO 65804 431908796 10100 SUPPORT RESEARCH PROGRAM CAPE COD HEALTHCARE INC 25 COMMUNICATION WAY HYANNIS MA 02601 042103600 501(C)(3) 7200 SUPPORT RESEARCH PROGRAM CARLE CANCER CENTER 602 W UNIVERSITY URBANA IL 61801 371188284 26855 SUPPORT RESEARCH PROGRAM CARNEGIE INSTITUTE OF WASHINGTON 1530 P ST NW WASHINGTON DC 20005 530196523 501(C)(3) 18820 SUPPORT RESEARCH PROGRAM CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 341018992 501(C)(3) 136683 SUPPORT RESEARCH PROGRAM CEDAR RAPIDS ONCOLOGY PROJECT 525 10TH STREET SE CEDAR RAPIDS IA 52403 421280144 501(C)(3) 15718 SUPPORT RESEARCH PROGRAM CELEBRATION OF A CITY INC PO BOX 007 ROCHESTER MN 559030007 411479891 501(C)(3) 6000 SUPPORT CHARITABLE PROGRAMS CENTER OF HOPE AT WASHOE 77 PRINGLE WAY RENO NV 89502 364572218 501(C)(3) 27914 SUPPORT RESEARCH PROGRAM CENTERPHASE SOLUTIONS INC 600 EAST CRESCENT RD UPPER SADDLE RIVER NJ 07458 271102680 42587 SUPPORT RESEARCH PROGRAM CH NASH MUSEUM AT CHUCALISSA 1987 INDIAN VILLAGE DR MEMPHIS TN 38109 620648618 15035 SUPPORT RESEARCH PROGRAM CHARTERHOUSE INC 211 SECOND STREET NW ROCHESTER MN 55901 411405254 501(C)(3) 5322 SUPPORT CHARITABLE PROGRAMS CHICAGO ASSOCATION FOR RESEARCH AND EDUCATION IN SCIENCE PO BOX 250 HINES IL 60141 363334177 501(C)(3) 14705 SUPPORT RESEARCH PROGRAM CHILDREN'S HOSPITAL BOSTON 300 LONGWOOD AVE BOSTON MA 02115 042774441 501(C)(3) 341219 SUPPORT RESEARCH PROGRAM CHILDREN'S MEMORIAL HOSPITAL 2300 CHILDRENS PLAZA BOX 268 CHICAGO IL 60614 362170833 501(C)(3) 101619 SUPPORT RESEARCH PROGRAM CHILDRENS HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE MI 4900 CINCINNATI OH 45229 310833936 501(C)(3) 23341 SUPPORT RESEARCH PROGRAM CHORAL ARTS ENSEMBLE OF ROCHESTER 1001 14TH STREET NW ROOM/STE 900 ROCHESTER MN 55901 363465792 501(C)(3) 13750 SUPPORT CHARITABLE PROGRAMS CITY OF ROCHESTER 201 4TH STREET SE ROCHESTER MN 55904 416005494 CITY OF ROCHESTER, M 23600 35528 COST LAND SUPPORT COMMUNITY PROGRAMS CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE NO H-18 CLEVELAND OH 44195 340714585 501(C)(3) 135543 SUPPORT RESEARCH PROGRAM CLINICAL DATA INTERCHANGE STANDARDS CONSORTIUM INC 15907 TWO RIVERS CV AUSTIN TX 78717 043503931 501(C)(3) 52374 SUPPORT RESEARCH PROGRAM COLORADO CANCER RESEARCH PROGRAM 2253 S ONEIDA ST THIRD FLOOR DENVER CO 80224 841090476 501(C)(3) 37156 SUPPORT RESEARCH PROGRAM COLUMBUS COMMUNITY CLINICAL ONCOLOGY PROGRAM 1335 DUBLIN ROAD NO 124-A COLUMBUS OH 43215 311290751 501(C)(3) 76791 SUPPORT RESEARCH PROGRAM COMMUNITY FOOD RESPONSE 810 3RD AVE SE ROCHESTER MN 55904 411757102 501(C)(3) 6000 SUPPORT CHARITABLE PROGRAMS CONSULTING RADIOLOGISTS LTD 1221 NICOLLET MALL SUITE 600 MINNEAPOLIS MN 55403 410974675 9150 SUPPORT RESEARCH PROGRAM CORAM CLINICAL TRIALS 1471 BUSINESS CENTER DRIVE 500 MOUNT PROSPECT IL 600566082 582160656 84403 SUPPORT RESEARCH PROGRAM CORNELL UNIVERSITY 341 PINE TREE ROAD ITHACA NY 14850 150532082 501(C)(3) 281629 SUPPORT RESEARCH PROGRAM COTTON ONEIL CLINIC 1500 SW 10TH AVE TOPEKA KS 66604 486341644 19000 SUPPORT RESEARCH PROGRAM DANA-FARBER CANCER INSTITUTE INC 44 BINNEY STREET BP376 BOSTON MA 02115 042263040 501(C)(3) 288195 SUPPORT RESEARCH PROGRAM DAYTON CLINICAL ONCOLOGY PROGRAM 3525 SOUTHERN BOULEVARD KETTERING OH 45429 311100389 501(C)(3) 56720 SUPPORT RESEARCH PROGRAM DELOITTE CONSULTING LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 554021538 061454513 77933 SUPPORT RESEARCH PROGRAM DINE COLLEGE PO BOX 435 TSAILE AZ 86556 860215931 11964 SUPPORT RESEARCH PROGRAM DIVERSITY COUNCIL 1130 1/1 7TH ST NW ROCHESTER MN 55901 411709139 501(C)(3) 60000 SUPPORT CHARITABLE PROGRAMS DONALD GUTHRIE FOUNDATION SOUTH WILBUR AVE SAYRE PA 18840 246022957 501(C)(3) 9100 SUPPORT RESEARCH PROGRAM DOUGLAS C PAFFEL DBA TREEJERKS CONSULTING 35287 160TH AVENUE STANLEY WI 547685509 387467602 101115 SUPPORT RESEARCH PROGRAM DUKE UNIVERSITY 324 BLACKWELL STREET DURHAM NC 27701 560532129 501(C)(3) 4456399 SUPPORT RESEARCH PROGRAM DULUTH CLINIC 400 EAST THIRD STREET DULUTH MN 55085 410883623 501(C)(3) 35743 SUPPORT RESEARCH PROGRAM DYSLEXIA INSTITUTE OF MINNESOTA INC 847 5TH ST NW ROCHESTER MN 55901 411633734 501(C)(3) 15000 SUPPORT CHARITABLE PROGRAMS ELDER NETWORK 1130 1/2 7TH ST NW SUITE 205 ROCHESTER MN 55901 411704390 501(C)(3) 12000 SUPPORT CHARITABLE PROGRAMS EMORY UNIVERSITY 1762 CLIFTON RD SUITE 1400 ATLANTA GA 30322 580566256 501(C)(3) 352000 SUPPORT RESEARCH PROGRAM ESSENTIA HEALTH 502 E 2ND ST DULUTH MN 55805 200360007 501(C)(3) 15681 SUPPORT RESEARCH PROGRAM ESSENTIA INSTITUTE OF RURAL HEALTH 502 E 2ND ST DULUTH MN 55805 271291124 501(C)(3) 16593 SUPPORT RESEARCH PROGRAM FAMILY SERVICE ROCHESTER INC 1110 SIXTH STREET NW ROCHESTER MN 559011839 410883453 501(C)(3) 7500 SUPPORT CHARITABLE PROGRAMS FINISAR CORPORATION 1389 MOFFETT PARK DRIVE SUNNYVALE CA 94089 943038428 50952 SUPPORT RESEARCH PROGRAM FLORIDA STATE UNIVERSITY A2201 UNIVERSITY CENTER TALLAHASSEE FL 32306 591961248 501(C)(3) 60048 SUPPORT RESEARCH PROGRAM FOX CHASE CANCER CENTER 333 COTTMAN AVE PHILADELPHIA PA 191112497 232003072 501(C)(3) 14608 SUPPORT RESEARCH PROGRAM FOX VALLEY HEMATOLOGY & ONCOLOGY SC 200 THEDA CLARK MDCL PLAZA 430 NEENAH WI 549562783 391682233 19200 SUPPORT RESEARCH PROGRAM FRANCISCAN SKEMP FOUNDATION OF ARCADIA INC 27980 SOUTH ST JOSEPHS AVE ARCADIA WI 54612 391322480 501(C)(3) 10245 SUPPORT CHARITABLE PROGRAMS FRED HUTCHINSON CANCER RESEARCH CENTER 1100 FAIRVIEW AVE NORTH SEATTLE WA 98109 237156071 501(C)(3) 85367 SUPPORT RESEARCH PROGRAM FREDERICK MEMORIAL HOSPITAL INC 400 W 7TH ST FREDERICK MD 21701 520591612 501(C)(3) 16730 SUPPORT RESEARCH PROGRAM FRESNO COMMUNITY HOSPITAL & MEDICAL CENTER 1925 E DAKOTA AVE STE 206 FRESNO CA 93726 941156276 501(C)(3) 6300 SUPPORT RESEARCH PROGRAM FRIENDS OF QUARRY HILL NATURE CENTER INC 701 SILVER CREEK RD NE ROCHESTER MN 55906 363416399 501(C)(3) 14100 SUPPORT 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15350 RESEARCH MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC 1221 WHIPPLE STREET EAU CLAIRE WI 54702 390813418 501(C)(3) 2442764 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--FAIRMONT 800 CLINIC CIRCLE FAIRMONT MN 56031 410760836 501(C)(3) 345313 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION INC 700 WEST AVE SOUTH LA CROSSE MN 54601 391186647 501(C)(3) 1608070 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION-SPARTA INC WEST MAIN AND K STREET SPARTA WI 54656 391423234 501(C)(3) 114860 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE INC 700 WEST AVE SOUTH LA CROSSE MN 54601 391411999 501(C)(3) 23152 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC 700 WEST AVE SOUTH LA CROSSE MN 54601 390806374 501(C)(3) 79718 SUPPORT CHARITABLE PROGRAMS MAYO CLINIC HEALTH SYSTEM--HOME HEALTH & HOSPICE INC 2620 STEIN BLVD EAU CLAIRE WI 54701 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STATE UNIVERSITY RESEARCH FOUNDATION 1960 KENNY RD COLUMBUS OH 43210 316401599 501(C)(3) 75938 SUPPORT RESEARCH PROGRAM OLMSTED COUNTY HISTORICAL SOCIETY 1195 WEST CIRCLE DRIVE SW ROCHESTER MN 55902 410718368 501(C)(3) 30000 SUPPORT CHARITABLE PROGRAMS OLMSTED COUNTY PUBLIC HEALTH SERVICES 2100 CAMPUS DRIVE SE ROCHESTER MN 55904 416005859 170108 SUPPORT RESEARCH PROGRAM OLMSTED MEDICAL CENTER 210 NINTH STREET SE ROCHESTER MN 55904 410855367 501(C)(3) 327545 SUPPORT RESEARCH PROGRAM ONCOLOGY-HEMATOLOGY ASSOCIATES OF CENTRAL ILLINOIS PC 3699 EPWORTH ROAD NEWBURGH IN 47630 371331017 149810 SUPPORT RESEARCH PROGRAM OREGON HEALTH AND SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK RD PORTLAND OR 97239 931176109 STATE OF OR 84679 SUPPORT RESEARCH PROGRAM OREGON RESEARCH INSTITUTE 1715 FRANKLIN BLVD EUGENE OR 97403 930495655 501(C)(3) 67308 SUPPORT RESEARCH PROGRAM OREGON STATE UNIVERSITY 850 SW 35TH ST CORVALLIS OR 97333 936022772 501(C)(3) 20443 SUPPORT RESEARCH PROGRAM PALO ALTO INSTITUTE FOR 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STREET NW STE 450 ROCHESTER MN 55901 411427785 501(C)(3) 15000 SUPPORT CHARITABLE PROGRAMS SOUTHERN BAPTIST HOSPITAL OF FLORIDA INC 800 PRUDENTIAL DR JACKSONVILLE FL 32207 590747311 501(C)(3) 38400 SUPPORT RESEARCH PROGRAM SOUTHERN MINNESOTA INITIATIVE FOUNDATION 525 FLORENCE AVE OWATONNA MN 55060 363454285 501(C)(3) 50000 SUPPORT CHARITABLE PROGRAMS SPARTANBURG REGIONAL 101 EAST WOOD STREET SPARTANBURG SC 29303 576000934 10875 SUPPORT RESEARCH PROGRAM SPECTRUM HEALTH HOSPITALS 100 MICHIGAN ST NE GRAND RAPIDS MI 49503 381360529 501(C)(3) 30731 SUPPORT RESEARCH PROGRAM ST MARYS DULUTH CLINIC HEALTH SYSTEM 407 E 3RD ST DULUTH MN 55805 411836633 501(C)(3) 54500 SUPPORT RESEARCH PROGRAM ST CLOUD HOSPITAL 1406 SIXTH AVENUE NORTH ST CLOUD MN 56303 410695596 501(C)(3) 121574 SUPPORT RESEARCH PROGRAM ST FRANCIS HEALTH CENTER INC 1700 SW 7TH ST TOPEKA KS 66606 480547719 501(C)(3) 9600 SUPPORT RESEARCH PROGRAM ST FRANCIS MEDICAL CENTER 3900 OLYMPIC BLVD STE 400 ERLANGER KY 41018 470376601 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7645 SUPPORT RESEARCH PROGRAM THE GUTHRIE THEATRE FOUNDATION 818 SOUTH 2ND STREET MINNEAPOLIS MN 55415 410854160 501(C)(3) 5000 SUPPORT CHARITABLE PROGRAMS THE HEART GROUP 415 W COLUMBIA STREET EVANSVILLE IN 47710 351776713 8048 SUPPORT RESEARCH PROGRAM THE MINNESOTA OPERA 620 N 1ST ST MINNEAPOLIS MN 55401 410946789 501(C)(3) 5000 SUPPORT CHARITABLE PROGRAMS THE OHIO STATE UNIVERSITY 901 WOODY DR 2020 COLUMBUS OH 43210 316025986 STATE OF OH 46140 SUPPORT RESEARCH PROGRAM THE REGENTS OF THE UNIVERSITY OF MICHIGAN 530 S STATE STREET ANN ARBOR MI 48109 386006309 STATE OF MI 530042 SUPPORT RESEARCH PROGRAM THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK PO BOX 980550 ALBANY NY 12201 141368361 501(C)(3) 167062 SUPPORT RESEARCH PROGRAM THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 445 N 5TH STREET PHOENIX AZ 85004 753065445 501(C)(3) 161649 SUPPORT RESEARCH PROGRAM THE UNIVERSITY OF ALABAMA AT BIRMINGHAM 1530 3RD AVENUE SOUTH AB-1230 BIRMINGHAM AL 35294 636005396 STATE OF AL 530662 SUPPORT RESEARCH PROGRAM THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 7000 FANNIN STE 1200 HOUSTON TX 77030 741761309 501(C)(3) 320739 SUPPORT RESEARCH PROGRAM THOMAS JEFFERSON UNIVERSITY 1020 WALNUT ST ROOM 539 PHILADELPHIA PA 19107 231352651 501(C)(3) 7700 SUPPORT RESEARCH PROGRAM TOLEDO COMMUNITY HOSPITAL ONCOLOGY PROGRAM 3232 CENTRAL PARK WEST TOLEDO OH 43617 341434759 501(C)(3) 35720 SUPPORT RESEARCH PROGRAM TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 622 WEST 113TH STREET NEW YORK NY 10025 135598093 501(C)(3) 15624 SUPPORT RESEARCH PROGRAM TRUSTEES OF DARTMOUTH COLLEGE 37 DEWEY FIELD ROAD HANOVER NH 37551 020222111 501(C)(3) 470845 SUPPORT RESEARCH PROGRAM TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT ST PHILADELPHIA PA 191046284 231352685 501(C)(3) 61794 SUPPORT RESEARCH PROGRAM UNITED WAY OF OLMSTED COUNTY INC 903 WEST CENTER STREET ROCHESTER MN 55902 410695594 501(C)(3) 426732 SUPPORT CHARITABLE PROGRAMS UNIVERSITY OF ARIZONA 888 N EUCLID RM 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NASHVILLE TN 37235 620476822 501(C)(3) 12179 SUPPORT RESEARCH PROGRAM VIA CHRISTI REGIONAL MEDICAL CENTER INC 929 N SAINT FRANCIS WICHITA KS 67214 481172106 501(C)(3) 42519 SUPPORT RESEARCH PROGRAM VIRGINIA COMMONWEALTH UNIVERSITY PO BOX 980550 RICHMOND VA 23298 546001758 STATE OF VA 60559 SUPPORT RESEARCH PROGRAM VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY 201 BURRUSS HALL BLACKSBURG VA 24061 546001805 STATE OF VA 206817 SUPPORT RESEARCH PROGRAM WAKE FOREST UNIVERSITY PO BOX 7201 WINSTON SALEM NC 27109 560532138 501(C)(3) 51607 SUPPORT RESEARCH PROGRAM WASHINGTON UNIVERSITY 700 ROSEDALE AVE BOX 1034 SAINT LOUIS MO 63111 430653611 501(C)(3) 328856 SUPPORT RESEARCH PROGRAM WAYNE STATE UNIVERSITY 5700 CASS AVENUE SUITE 3100 DETROIT MI 48202 386028429 STATE OF MI 135173 SUPPORT RESEARCH PROGRAM WINONA HEALTH SERVICES PO BOX 5600 WINONA MN 55987 410713914 501(C)(3) 808594 SUPPORT RESEARCH PROGRAM WINONA SENIOR SERVICES INC PO BOX 5600 WINONA MN 55987 411936536 501(C)(3) 272616 SUPPORT RESEARCH PROGRAM YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 060646973 501(C)(3) 101345 SUPPORT RESEARCH PROGRAM YMCA CAMP OLSON 4160 LITTLE BOY RD NE LONGVILLE MN 56655 410967781 501(C)(3) 6000 SUPPORT CHARITABLE PROGRAMS YMCA-OF ROCHESTER INC 709 FIRST AVE SW ROCHESTER MN 55902 410807581 501(C)(3) 50000 SUPPORT CHARITABLE PROGRAMS YUKON-KUSKOKWIM HEALTH CORPORATION PO BOX 528 BETHEL AK 99559 920041414 501(C)(3) 162739 SUPPORT RESEARCH PROGRAM MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 200 FIRST STREET SW ROCHESTER MN 55905 411506440 501(C)(3) 4161728 SUPPORT CHARITABLE PROGRAMS 220 73 MAYO COLLEGE OF MEDICINE SCHOLARSHIPS 445 3760613 0 RESEARCH GRANTS 3 403057 0 FINANCIAL HARDSHIP 45 107519 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. MAYO CLINIC'S SCHOOLS OFFER BOTH MERIT-BASED AND NEEDS-BASED SCHOLARSHIPS AND GRANTS THAT ARE CONTINGENT UPON ON-GOING SATISFACTORY ACADEMIC PROGRESS. TRANSFERS OR GRANTS TO 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. CAPITAL CONTRIBUTIONS TO AFFILIATED TAX EXEMPT ORGANIZATIONS WILL ALSO BE APPROVED BY THE GOVERNING BODY AND NOTED IN BOARD MINUTES. 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. X X X X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 BOLTON JEFFREY W 0 624800 0 0 0 91140 0 29749 0 20488 0 766177 0 85363 BRIGHAM ROBERT F 0 439640 0 0 0 5011 0 226 0 21222 0 466099 0 0 DECKER MD WYATT W 152409 423642 0 0 43927 230384 4831 16091 8320 11648 209487 681765 14640 0 EHMAN MD RICHARD L 539060 0 0 0 60117 0 34718 0 19968 0 653863 0 54732 0 GORMAN MD R SCOTT 0 315691 0 0 0 121164 0 36301 0 8148 0 481304 0 26829 KORSMO JEFFREY O 265451 0 0 0 41362 0 24113 0 17976 0 348902 0 27019 0 LEVENTHAL MD JACK P 0 349301 0 0 0 65045 0 0 0 14004 0 428350 0 55850 MILLINER MD DAWN S 392885 0 0 0 65057 0 32128 0 2064 0 492134 0 57980 0 NESSE MD ROBERT E 546068 0 0 0 204779 0 0 0 15004 0 765851 0 193896 0 NOSEWORTHY MD JOHN H 0 1212190 0 0 0 776702 0 0 0 14004 0 2002896 0 754429 OLSEN MD KERRY D 473852 0 0 0 70176 0 20172 0 14064 0 578264 0 60509 0 ROGER MD VERONIQUE L 511789 0 0 0 58520 0 28139 0 4064 0 602512 0 55585 0 RUPP MD WILLIAM C 0 720745 0 0 0 19973 0 117 0 8088 0 748923 0 0 SCHWENK MD NINA M 269851 0 0 0 4447 0 0 0 12804 0 287102 0 0 0 SMOLDT CRAIG A 362057 0 0 0 11924 0 0 0 8088 0 382069 0 0 0 TRASTEK MD VICTOR F 0 705413 0 0 0 165480 0 40470 0 15504 0 926867 0 150394 WEIS SHIRLEY A 0 763129 0 0 0 280173 0 37053 0 14304 0 1094659 0 272595 BROWN WILLIAM A 0 205486 0 0 0 2219 0 29887 0 17004 0 254596 0 0 FRANCIS JAMES R 0 301635 0 0 0 23623 0 27661 0 21268 0 374187 0 21354 FROISLAND JEFFREY R 0 246018 0 0 0 863 0 20170 0 12276 0 279327 0 0 GORMAN PAUL A 349442 0 170850 0 132792 0 200179 0 22778 0 876041 0 131550 0 HAEFLINGER RICKY J 171245 0 37500 0 1593 0 67831 0 17109 0 295278 0 0 0 HOFFMAN HARRY N 526040 0 255000 0 390740 0 294371 0 22044 0 1488195 0 515873 0 HOFFMAN MARY J 0 260080 0 0 0 1769 0 25980 0 25208 0 313037 0 0 HUBERT SHERRY L 0 237454 0 0 0 2599 0 20683 0 20028 0 280764 0 1704 OVIATT JONATHAN J 0 474858 0 0 0 122961 0 32930 0 22968 0 653717 0 115199 SCHMIDT BRADLEY D 308967 0 0 0 69899 0 28074 0 14004 0 420944 0 67045 0 THOMAS GREGORY J 0 383538 0 0 0 7552 0 112 0 8028 0 399230 0 0 BERRY MD DANIEL J 528493 0 0 0 65319 0 25258 0 19968 0 639038 0 59711 0 CAMILLERI MD MICHAEL 480820 0 6000 0 182133 0 36845 0 22968 0 728766 0 174423 0 CASCINO MD TERRANCE L 423089 0 0 0 102097 0 35831 0 19968 0 580985 0 93812 0 COCKERILL MD FRANKLIN R 418051 0 0 0 119830 0 36533 0 24468 0 598882 0 115360 0 DESCHAMPS MD CLAUDE 505573 0 0 0 58402 0 31041 0 19968 0 614984 0 49975 0 DIASIO MD ROBERT B 497246 0 0 0 80219 0 25944 0 14004 0 617413 0 65445 0 FARRUGIA MD GIANRICO 442435 0 0 0 35005 0 19424 0 19968 0 516832 0 32720 0 GERTZ MD MORIE 474006 0 0 0 209225 0 34332 0 14004 0 731567 0 204850 0 HARPER JR MD CHARLES M 563089 0 0 0 294439 0 32596 0 22968 0 913092 0 288642 0 HAYES MD DAVID L 459160 0 0 0 81294 0 32194 0 23088 0 595736 0 47375 0 KING MD BERNARD F 609286 0 0 0 126830 0 32805 0 15204 0 784125 0 120602 0 LA RUSSO MD NICHOLAS F 558706 0 0 0 17748 0 0 0 9228 0 585682 0 0 0 LINDOR MD KEITH 425671 0 0 0 70299 0 34671 0 17980 0 548621 0 65759 0 LYDDY PHD JAMES P 44452 0 0 0 667922 0 0 0 1167 0 713541 0 59823 0 NARR MD BRADLY J 447773 0 0 0 48695 0 30629 0 21584 0 548681 0 43480 0 NICHOLS MD FRANCIS C 469851 0 0 0 41111 0 26197 0 25228 0 562387 0 37926 0 RIZZA MD ROBERT A 543813 0 0 0 17246 0 0 0 14064 0 575123 0 0 0 ROCK MD MICHAEL G 533837 0 0 0 160578 0 40577 0 17980 0 752972 0 150297 0 SAWYER NAN B 350307 0 0 0 30425 0 29622 0 8028 0 418382 0 26601 0 SWENSEN MD STEPHEN J 567370 0 0 0 93024 0 28003 0 20404 0 708801 0 86647 0 ATKINSON MD JOHN L 660473 0 0 0 123300 0 0 0 19968 0 803741 0 116584 0 MARSH MD W RICHARD 661506 0 0 0 166978 0 36546 0 14004 0 879034 0 154412 0 MEYER MD FREDRIC B 671676 0 0 0 120413 0 0 0 25468 0 817557 0 113362 0 PARK MD SOON J 624724 0 0 0 204156 0 26780 0 22968 0 878628 0 200742 0 SCHAFF MD HARTZELL 635756 0 3000 0 116742 0 0 0 14004 0 769502 0 104580 0 FORBES MD GLENN S 678644 0 0 0 12882 0 0 0 14004 0 705530 0 0 0 BROWN JR MD ROBERT D 296403 0 0 0 6366 0 22624 0 8028 0 333421 0 3084 0 EDWARDS MD BROOKS S 388814 0 0 0 54434 0 25389 0 28088 0 496725 0 50204 0 ERLICHMAN MD CHARLES 360038 0 0 0 35982 0 40614 0 8148 0 444782 0 28861 0 GORES MD GREGORY J 426852 0 0 0 64676 0 30607 0 14004 0 536139 0 60136 0 GOSTOUT MD BOBBIE S 481000 0 0 0 79240 0 30305 0 2064 0 592609 0 74224 0 GROSSET JESSICA A 0 256877 0 0 0 18442 0 0 0 22968 0 298287 0 16053 HERMAN MD DAVID C 226756 0 0 0 45866 0 26326 0 13024 0 311972 0 43869 0 HORLOCKER MD TERESE T 398796 0 0 0 29670 0 26325 0 19968 0 474759 0 27442 0 SCHNEIDER KENNETH J 269121 0 0 0 2489 0 226 0 14004 0 285840 0 0 0 SIMMONS MD PATRICIA S 297698 0 0 0 5836 0 38162 0 14004 0 355700 0 0 0 WALD MD JOHN T 534454 0 0 0 55292 0 23243 0 22968 0 635957 0 52367 0 WARNER MD MARK A 463602 0 2000 0 54515 0 32269 0 14244 0 566630 0 49620 0 WOOD MD DOUGLAS L 497579 0 0 0 105299 0 35808 0 19968 0 658654 0 66395 0 PART I, LINE 1A SEVERAL OF THE OFFICERS AND KEY EMPLOYEES WERE PROVIDED FIRST-CLASS AND/OR CHARTER TRAVEL WHEN JUSTIFIED BY BUSINESS NEED. THE TRAVEL WAS NOT TREATED AS TAXABLE COMPENSATION AS ALL FLIGHTS WERE BUSINESS RELATED. FIRST-CLASS AND CHARTER TRAVEL IS AVAILABLE BASED ON DEMONSTRATED BUSINESS NEED AND NOT BASED ON POSITION OR TO ANY SPECIFIC INDIVIDUALS. IN ADDITION TO ALL REGULAR TRAVEL APPROVAL AND DOCUMENTATION PROCESSES, FIRST-CLASS AND CHARTER TRAVEL REQUIRE SEPARATE DOCUMENTATION OF BUSINESS NEED, APPROVAL BY A SENIOR OFFICER, AND OVERSIGHT REVIEW BY THE TRIP AND TRAVEL COMMITTEE. TRAVEL FOR COMPANIONS IS AVAILABLE TO ALL TRUSTEES SO THAT SPOUSES CAN ACCOMPANY THEM TO THE SITE OF BOARD MEETINGS. IN 2011, SEVERAL TRUSTEES RECEIVED SPOUSAL TRAVEL, WHICH WAS 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 TREATED AS TAXABLE INCOME TO THE LISTED PERSONS. THE PERSONAL SERVICES THAT WERE PROVIDED ARE INCOME TAX PREPARATION SERVICES THAT ARE AVAILABLE TO ALL VOTING STAFF OF MAYO CLINIC. 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. THE SUBMISSION OF A RECEIPT IS NOT REQUIRED AS THE BENEFIT IS PAID DIRECTLY TO THE VENDOR. 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. MAYO CLINIC AND AFFILIATES HAVE A NON-QUALIFIED DEFERRED COMPENSATION PLAN (SEE SCHEDULE J, PART I, LINE 4B) THAT INCLUDES A PARTIAL TAX ADJUSTMENT FOR PAYMENTS FROM THE PLAN OTHER THAN THE CURRENT COMPENSATION COMPONENT. PART I, LINES 4A-B 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). A PORTION OF THE AMOUNT MAY BE INCLUDED IN SCHEDULE J, PART II, COLUMN (F) IF DISCLOSED ON A PRIOR YEAR'S FORM 990. BERRY M.D., DANIEL J. 59,711 BROWN JR., M.D., ROBERT D. 3,084 CAMILLERI M.D., MICHAEL 174,423 CASCINO M.D., TERRANCE L. 93,812 COCKERILL M.D., FRANKLIN R. 115,360 DECKER M.D., WYATT W. 14,640 DESCHAMPS M.D., CLAUDE 49,975 DIASIO M.D., ROBERT B. 65,445 EDWARDS M.D., BROOKS S. 50,204 EHMAN M.D., RICHARD L. 54,732 ERLICHMAN M.D., CHARLES 28,861 GERTZ M.D., MORIE 204,850 GORES M.D., GREGORY J. 60,136 GOSTOUT M.D., BOBBIE S. 74,224 HARPER JR., M.D., CHARLES M. 288,642 HAYES M.D., DAVID L. 47,375 HERMAN M.D., DAVID C. 43,869 HOFFMAN, HARRY N. 385,873 HORLOCKER M.D., TERESE T. 27,442 KING M.D., BERNARD F. 120,602 KORSMO, JEFFREY O. 27,019 LINDOR M.D., KEITH 65,759 LYDDY, JAMES P. 59,823 MILLINER M.D., DAWN S. 57,980 NARR M.D., BRADLY J. 43,480 NESSE M.D., ROBERT E. 193,896 NICHOLS M.D., FRANCIS C. 37,926 OLSEN M.D., KERRY D. 60,509 ROCK M.D., MICHAEL G. 150,297 ROGER M.D., VERONIQUE L. 55,585 SAWYER, NAN B. 26,601 SCHAFF M.D., HARTZELL 104,580 SCHMIDT, BRADLEY D. 67,045 SWENSEN M.D., STEPHEN J. 86,647 WALD M.D., JOHN T. 52,367 WARNER M.D., MARK A. 49,620 WOOD M.D., DOUGLAS L. 66,395 BOLTON, JEFFREY W. 85,363 FRANCIS, JAMES R. 21,354 GORMAN M.D., R. SCOTT 26,829 GROSSET, JESSICA A. 16,053 HUBERT, SHERRY L. 1,704 LEVENTHAL M.D., JACK P. 55,850 NOSEWORTHY M.D., JOHN H. 754,429 OVIATT, JONATHAN J. 115,199 TRASTEK M.D., VICTOR F. 150,394 WEIS, SHIRLEY A. 272,595 THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT (TOTAL INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(I)): JAMES LYDDY $ 577,868. THE SEVERANCE AGREEMENT WITH MR. LYDDY INCLUDED $577,868, AS WELL AS PAYOUT UNDER NORMAL BENEFIT PLANS SUCH AS UNUSED VACATION. THERE WERE PROVISIONS FOR CONFIDENTIALITY, REFERENCES, AND RELEASE OF LIABILITY. SUPPLEMENTAL INFORMATION PART III COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. CITY OF ROCHESTER 416005494 771902EY5 2006-05-11 76567052 CONSTRUCTION & ACQUISITION 0 0 0 CITY OF ROCHESTER 416005494 771902FE8 2008-04-10 330000000 CONSTRUCTION & ACQUISITION 0 0 0 CITY OF ROCHESTER 416005494 771902GA5 2011-05-05 293208150 REFUND BONDS ORIGINALLY ISSUED 7/16/92 & 9/27/01 0 0 0 80683218 5666177 538346 74478695 2008 0 0 1 1 325497689 8864157 1780417 87603115 227250000 2010 1 0 1 1 293208150 2088829 291119321 1 0 1 1 0 0 1 0 1 0 0.00020 0.00640 0.00660 1 0 0 1 0 1 0 0.00000 0.00140 0.00140 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X 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 LOSS. $227,250,000 OF BOND ISSUE B WAS USED FOR REFUNDING OF 1998 BOND ISSUE. SCHEDULE K, PART II, LINE 11, COLUMN B OTHER SPENT PROCEEDS 38360 MERIT SCHOLARSHIPS GABRIEL MD SHERINE E SPOUSE OF KEY EMPLOYEE F. COCKERILL, M.D. 284989 EMPLOYMENT 0 BARRETTE MD BRIGITTE A SPOUSE OF KEY EMPLOYEE C. DESCHAMPS, M.D. 206570 EMPLOYMENT 0 HOUSTON MD MARGARET S SPOUSE OF BOARD MEMBER R. EHMAN, M.D. 134937 EMPLOYMENT 0 LINDOR MD NORALANE M SPOUSE OF KEY EMPLOYEE K. LINDOR, M.D. 161540 EMPLOYMENT 0 HAYES MD SHARONNE N SPOUSE OF KEY EMPLOYEE D. HAYES, M.D. 427837 EMPLOYMENT 0 GOSTOUT MD CHRISTOPHER J SPOUSE OF FORMER KEY EMPLOYEE B. GOSTOUT, M.D. 508836 EMPLOYMENT 0 ENRIQUEZ-SARANO MD MAURICE E SPOUSE OF BOARD MEMBER V. ROGER, M.D. 486002 EMPLOYMENT 0 HAEFLINGER KURT V SON OF OFFICER R. HAEFLINGER 94086 EMPLOYMENT 0 HERMAN KAREN D SPOUSE OF FORMER KEY EMPLOYEE D. HERMAN, M.D. 159273 EMPLOYMENT 0 OLSEN MD DAVID A SON OF BOARD MEMBER K. OLSEN, M.D. 33407 EMPLOYMENT 0 MILLINER MD ERIC K SPOUSE OF BOARD MEMBER D. MILLINER, M.D. 246894 EMPLOYMENT 0 OLSEN MD STEVEN M SON OF BOARD MEMBER K. OLSEN, M.D. 61479 EMPLOYMENT 0 OLSEN MD MOLLY M DAUGHTER-IN-LAW OF BOARD MEMBER K.OLSEN, M.D. 91679 EMPLOYMENT 0 ROCK CHRISTOPHER M SON OF KEY EMPLOYEE M. ROCK, M.D. 81407 EMPLOYMENT 0 SCHWENK II MD W FREDERICK SPOUSE OF BOARD MEMBER N. SCHWENK, M.D. 218870 EMPLOYMENT 0 WARNER MD MARY ELLEN SPOUSE OF FORMER KEY EMPLOYEE M. WARNER, M.D. 432592 EMPLOYMENT 0 MAYO MEDICAL LABORATORIES NEW ENGLAND INC COMMON BOARD MEMBERS 2456569 SERVICES 0 MAYO COLLABORATIVE SERVICES INC COMMON BOARD MEMBERS 287108838 SERVICES AND RENT 0 MMSI INC COMMON BOARD MEMBERS 293140553 SERVICES AND RENT 0 MAYO HOLDING COMPANY COMMON BOARD MEMBERS 20704361 SERVICES AND RENT 0 FEDERAL EXPRESS COMMON BOARD MEMBERS 13759113 SHIPPING & CONSULTING 0 CARLSON WAGONLIT TRAVEL ENTITY MORE THAN 35% OWNED BY MARILYN CARLSON NELSON 343173 SERVICES 0 SPECTRUM DYNAMICS BOARD MEMBER IS SPOUSE OF MARILYN CARLSON NELSON 498727 PURCHASED PRODUCTS AND SERVICES 0 3M COMMON BOARD MEMBERS 4987280 CONSULTING, PURCHASED PRODUCTS AND SERVICES 0 MERCK & CO COMMON BOARD MEMBERS 24845967 SPONSORED RESEARCH, PURCHASED SERVICES AND CONSULTING 0 WASTE MANAGEMENT COMMON BOARD MEMBERS 429488 SERVICES 0 GENERAL MILLS COMMON BOARD MEMBERS 200000 RESEARCH AGREEMENT/GRANT AND CONSORTIUM 0 X 4 X 0 X 0 X 177 8185008 MEAN MARKET VALUE X 2 1092792 MARKET VALUE X 5 8174318 EXPERTS X 1 253645 EXPERTS X 4 X OTHER MISCELLANEOUS 33 X PERPETUAL TRUST 1 3027596 EXPERTS/MARKET VALUE 12 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS FOR EACH TYPE OF PROPERTY REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS. THIRD PARTY USE: 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 A BROKER WHO LISTS THE ITEMS ON EBAY. THESE ARRANGEMENTS ARE ALL FEE AND COMMISSION-BASED. NON REPORTING OF REVENUE: 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, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: BOLTON, JEFFREY W. BRIGHAM, ROBERT F. FRANCIS, JAMES R. FROISLAND, JEFFREY R. HOFFMAN, HARRY N. HOFFMAN, MARY J. HUBERT, SHERRY L. NOSEWORTHY M.D., JOHN H. OVIATT, JONATHAN J. SAWYER, NAN B. SCHMIDT, BRADLEY D. THOMAS, GREGORY J. WEIS, SHIRLEY A. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR OR TRUSTEE: BOLTON, JEFFREY W. BROWN, WILLIAM A. FRANCIS, JAMES R. FROISLAND, JEFFREY R. HUBERT, SHERRY L. NOSEWORTHY M.D., JOHN H. OVIATT, JONATHAN J. WEIS, SHIRLEY A. THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: DECKER M.D., WYATT W. FROISLAND, JEFFREY R. GORMAN M.D., R. SCOTT THOMAS, GREGORY J. TRASTEK M.D., VICTOR F. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR OR TRUSTEE: DECKER M.D., WYATT W. GORMAN M.D., R. SCOTT THOMAS, GREGORY J. TRASTEK M.D., VICTOR F. THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: BRIGHAM, ROBERT F. LEVENTHAL M.D., JACK P. RUPP M.D., WILLIAM C. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR OR TRUSTEE: BRIGHAM, ROBERT F. HOFFMAN, MARY J. LEVENTHAL M.D., JACK P. RUPP M.D., WILLIAM C. THE FOLLOWING INDIVIDUALS HAVE BUSINESS RELATIONSHIPS AS A RESULT OF SERVING ON MULTIPLE TAXABLE BOARDS OR AS OFFICERS OF MAYO-AFFILIATED ENTITIES: JEFFREY W. BOLTON, FRANKLIN R. COCKERILL, M.D., RICHARD L. EHMAN, M.D., CHARLES M. HARPER JR, M.D., DAWN S. MILLINER, M.D., NAN B. SAWYER, BRADLEY D. SCHMIDT AND CRAIG A. SMOLDT - MAYO COLLABORATIVE SERVICES, INC. JEFFREY W. BOLTON, MARY HOFFMAN, JONATHAN J. OVIATT, NAN B. SAWYER AND BRADLEY D. SCHMIDT - MAYO HOLDING COMPANY JEFFREY W. BOLTON, HARRY N. HOFFMAN AND JONATHAN J. OVIATT - MAYO INSURANCE COMPANY, LTD. JEFFREY W. BOLTON, R. SCOTT GORMAN, M.D., ROBERT E. NESSE, M.D., MICHAEL G. ROCK, M.D. AND NINA M. SCHWENK, M.D. - MMSI, INC. ROBERT F. BRIGHAM, MARY J. HOFFMAN, AND WILLIAM C. RUPP, M.D. - PHYSICIAN AND HOSPITAL PRACTICES, INC. FRANKLIN R. COCKERILL, M.D. AND RICHARD L. EHMAN, M.D. - LOBSS NETWORK SUPPORT 2002, INC. AND MAYO MEDICAL LABORATORIES NEW ENGLAND, INC. JEFFREY R. FROISLAND AND GREGORY J. THOMAS - SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP AS A RESULT OF SERVING ON THE BOARDS OF ENTITIES NOT AFFILIATED WITH MAYO CLINIC: BRADBURY H. ANDERSON AND MARILYN CARLSON-NELSON FRANCE CORDOVA, PH.D. AND RONALD L. OLSON DENIS A. CORTESE, M.D. AND ROY A. HERBERGER, PH.D. SAMUEL A. DIPIAZZA, JR. AND ROY A. HERBERGER, PH.D. FORM 990, PART VI, SECTION A, LINE 3 MAYO-AFFILIATED ENTITIES ROUTINELY DELEGATED VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO RELATED ENTITIES. 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 ALSO REVIEWED BY AN OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE CONTROLLER, CHIEF FINANCIAL OFFICER, GENERAL COUNSEL, THE CAO, AND 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. HIGHLIGHTS ARE PRESENTED TO BOARD MEMBERS, AND THE REVIEW WAS DOCUMENTED IN MEETING MINUTES. 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 FORM 990, PART VI, SECTION B, LINE 15 MAYO CLINIC AND ITS AFFILIATES HAVE A COORDINATED PROCESS FOR REVIEWING AND APPROVING COMPENSATION AND BENEFITS FOR PHYSICIANS AND ADMINISTRATIVE LEADERSHIP. THE FOLLOWING INDEPENDENT APPROVAL PROCESS OCCURS ANNUALLY IN THE FALL FOR THE NEXT YEAR'S COMPENSATION. THE SALARIES OF THE CHIEF EXECUTIVE OFFICER (CEO) AND CHIEF ADMINISTRATIVE OFFICER (CAO) OF MAYO CLINIC, WHICH ARE PAID BY AN AFFILIATE OF MAYO CLINIC, WERE REVIEWED BY THE MAYO CLINIC SALARY AND BENEFIT COMMITTEE PURSUANT TO THE PROCESS DESCRIBED BELOW. THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE INITIALLY REVIEWS THE COMPENSATION OF PHYSICIANS AND ADMINISTRATIVE LEADERSHIP FOR 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 SALARY IS REVIEWED (WITH RECUSAL WHERE APPROPRIATE). FOR THOSE INDIVIDUALS FOR WHICH THIS COMMITTEE CAN NOT SERVE AS THE INDEPENDENT REVIEW, THEIR COMPENSATION AND BENEFITS ARE REVIEWED BY THE GOVERNANCE COMMITTEE (DESCRIBED BELOW). THE SALARY AND BENEFITS COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. FOR THE CHIEF EXECUTIVE OFFICER AND CHIEF ADMINISTRATIVE OFFICER OF MAYO CLINIC (ALONG WITH OTHER SENIOR LEADERSHIP POSITIONS), THE COMMITTEE DIRECTLY RETAINS AN INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANT WHO ANNUALLY PROVIDES A WRITTEN REPORT CONTAINING A SUMMARY OF RELEVANT, CONTEMPORANEOUS BENCHMARK INFORMATION AND RECOMMENDATIONS REGARDING THE LEVEL OF COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND CHIEF ADMINISTRATIVE OFFICER THAT WOULD BE REASONABLE IN LIGHT OF THE BENCHMARK INFORMATION. THE GOVERNANCE COMMITTEE CAREFULLY REVIEWS THE BENCHMARK INFORMATION, DISCUSSES IT DIRECTLY WITH THE CONSULTANT IN AN EXECUTIVE SESSION THAT THE CHIEF EXECUTIVE OFFICER AND CHIEF ADMINISTRATIVE OFFICER DO NOT ATTEND, DISCUSSES RECOMMENDED COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER AND CHIEF ADMINISTRATIVE OFFICER, CONFIRMS THAT THE RECOMMENDED COMPENSATION AND BENEFITS ARE REASONABLE IN LIGHT OF THE BENCHMARK DATA, AND PROVIDES FINAL APPROVAL OF THE RECOMMENDED AMOUNTS. THE MAYO CLINIC COMMITTEE ON OFFICER SUCCESSION, COMPENSATION, AND GOVERNANCE (GOVERNANCE COMMITTEE) IS COMPRISED OF SEVEN OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. THIS GROUP REVIEWS THE COMPENSATION AND BENEFITS FOR PHYSICIANS FROM ALL CAMPUSES, INCLUDING THE MAYO CLINIC HEALTH SYSTEM LOCATIONS, 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 GOVERNANCE 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 GENERALS'S OFFICE. THE CONSOLIDATED FINANCIAL STATEMENTS OF MAYO CLINIC ARE ALSO ATTACHED TO THE FORM 990 AND WOULD BE AVAILABLE UPON REQUEST OF THE FORM 990. MAYO CLINIC'S FORMS 990-T AND 1023 ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -24,420,081. REFUNDS OF CONTRIBUTIONS -193,980. PENSION-POST RETIREMENT (PER FASB ASC 715) -656,885,147. PLEDGE CHANGE (PER FASB ASC 958-20) -296,033. CHANGE IN INVESTMENT IN TAXABLE SUBSIDIARY - MHC -36,636,766. LOSSES ON UNCOLLECTIBLE PLEDGES -2,322,582. TOTAL TO FORM 990, PART XI, LINE 5: -720,754,589. AVERAGE HOURS PER WEEK DEVOTED TO POSITION WITH RELATED ORGANIZATION 990, PART VII, SECTION A BOLTON, JEFFREY W. 1 HR BRIGHAM, ROBERT F. 40 HRS BROWN, WILLIAM A. 1 HR DECKER M.D., WYATT W. 40 HRS FRANCIS, JAMES R. 1 HR FROISLAND, JEFFREY R. 1 HR GORMAN M.D., R. SCOTT 40 HRS GROSSET, JESSICA A. 40 HRS HOFFMAN, MARY J. 40 HRS HUBERT, SHERRY L. 1 HR LEVENTHAL M.D., JACK P. 40 HRS NOSEWORTHY M.D., JOHN H. 1 HR OVIATT, JONATHAN J. 1 HR RUPP M.D., WILLIAM C. 40 HRS THOMAS, GREGORY J. 40 HRS TRASTEK M.D., VICTOR F. 40 HRS WEIS, SHIRLEY A. 1 HR BLOOMER LAKEVIEW INC 2110 DUNCAN ROAD BLOOMER WI 54724 391450617 LOW INCOME HOUSING WI 501(C)(3) 7 MAYO CLINIC HEALTH SYSTEM--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 FOUNTAIN LAKE TREATMENT CENTER 404 WEST FOUNTAIN STREET ALBERT LEA MN 56007 411404076 CHEMICAL DEPENDENCY TREATMENT MN 501(C)(3) 3 MAYO CLINIC HEALTH SYSTEM--ALBERT LEA 1 FRANCISCAN SKEMP FOUNDATION OF ARCADIA INC 464 SOUTH JOHNSON STREET ARCADIA WI 54612 391322480 FUNDRAISING FOUNDATION WI 501(C)(3) 9 MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE INC 1 GCAS 200 FIRST STREET SW ROCHESTER MN 55905 411917517 AMBULANCE SERVICE MN 501(C)(3) 9 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 1 GOLD CROSS AMBULANCE SERVICE 200 FIRST STREET SW ROCHESTER MN 55905 411917516 AMBULANCE SERVICE MN 501(C)(3) 9 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 1 GOLD CROSS AMBULANCE INC 200 FIRST STREET SW ROCHESTER MN 55905 391942957 AMBULANCE SERVICE MN 501(C)(3) 9 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 1 LUTHER LAKESIDE APARTMENTS INC 714 SOUTH BARSTOW STREET EAU CLAIRE WI 54701 391409024 LOW INCOME HOUSING WI 501(C)(3) 9 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 PATIENT CARE - CLINIC MN 501(C)(3) 9 MAYO CLINIC 1 MAYO CLINIC -- METHODIST HOSPITAL 200 FIRST STREET SW ROCHESTER MN 55905 410739106 HOSPITAL MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC -- SAINT MARYS HOSPITAL 200 FIRST STREET SW ROCHESTER MN 55905 410944601 HOSPITAL MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC ARIZONA 13400 EAST SHEA BLVD 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 HEALTH SYSTEM--ALBERT LEA 404 WEST FOUNTAIN STREET ALBERT LEA MN 56007 411404075 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--AUSTIN 1000 FIRST DRIVE NW AUSTIN MN 55912 410695606 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--AUSTIN FOUNDATION 1000 FIRST DRIVE NW AUSTIN MN 55912 300107471 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MAYO CLINIC HEALTH SYSTEM--AUSTIN 1 MAYO CLINIC HEALTH SYSTEM--CANNON FALLS 1116 WEST MILL STREET CANNON FALLS MN 55009 204156428 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--CHIPPEWA VALLEY INC 1501 THOMPSON STREET BLOOMER WI 54724 390980343 HOSPITAL AND CLINIC WI 501(C)(3) 3 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE CLINIC INC PO BOX 1510 EAU CLAIRE WI 54702 391735831 PATIENT CARE - CLINIC WI 501(C)(3) 3 MAYO CLINIC 0 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE FOUNDATION INC 733 W CLAIREMONT AVE PO BOX 1510 EAU CLAIRE WI 54702 391633407 GRANTMAKING FOUNDATION WI 501(C)(3) PF MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE CLINIC INC 0 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC 1221 WHIPPLE STREET EAU CLAIRE WI 54703 390813418 HOSPITAL WI 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--FAIRMONT 800 MEDICAL CENTER DRIVE PO BOX 800 FAIRMONT MN 56031 410760836 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION INC 700 WEST AVE SOUTH LA CROSSE WI 54601 391186647 FUNDRAISING FOUNDATION WI 501(C)(3) 11-II MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE INC 1 MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION-SPARTA INC 310 WEST MAIN STREET SPARTA WI 54656 391423234 FUNDRAISING FOUNDATION WI 501(C)(3) 9 MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE INC 1 MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE INC 700 WEST AVE SOUTH LA CROSSE WI 54601 391411999 HEALTHCARE SYSTEM PARENT WI 501(C)(3) 11-I MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC 700 WEST AVE SOUTH LA CROSSE WI 54601 390806374 HOSPITAL AND CLINIC WI 501(C)(3) 3 MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE INC 1 MAYO CLINIC HEALTH SYSTEM--HOME HEALTH & HOSPICE INC PO BOX 2060 EAU CLAIRE WI 54702 391491516 HOME HEALTH AND HOSPICE CARE WI 501(C)(3) 9 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC HEALTH SYSTEM--LAKE CITY 500 WEST GRANT STREET LAKE CITY MN 55041 411906820 HOSPITAL MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--MANKATO 1025 MARSH STREET MANKATO MN 56002 411236756 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--MANKATO HEALTH CARE FOUNDATION 1025 MARSH STREET MANKATO MN 56002 411663357 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MAYO CLINIC HEALTH SYSTEM--MANKATO 1 MAYO CLINIC HEALTH SYSTEM--NEW PRAGUE 301 SECOND STREET NORTHEAST NEW PRAGUE MN 56071 410723639 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--NORTHLAND INC 1222 EAST WOODLAND AVE BARRON WI 54812 390920634 HOSPITAL AND CLINIC WI 501(C)(3) 3 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC HEALTH SYSTEM--OAKRIDGE INC PO BOX 70 / 13025 EIGHTH STREET OSSEO WI 54758 391029430 HOSPITAL AND CLINIC WI 501(C)(3) 3 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC HEALTH SYSTEM--OWATONNA 134 SOUTHVIEW OWATONNA MN 55060 411862132 PATIENT CARE - CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--RED CEDAR INC 2321 STOUT ROAD MENOMONIE WI 54751 510190875 HOSPITAL AND CLINIC WI 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--SPRINGFIELD 625 NORTH JACKSON AVENUE SPRINGFIELD MN 56087 411893827 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC HEALTH SYSTEM--MANKATO 1 MAYO CLINIC HEALTH SYSTEM--ST JAMES 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 410797368 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC HEALTH SYSTEM--MANKATO 1 MAYO CLINIC HEALTH SYSTEM--ST JAMES HEALTH CARE FOUNDATION 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 411444129 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MAYO CLINIC HEALTH SYSTEM--ST JAMES 1 MAYO CLINIC HEALTH SYSTEM--SUPPORTIVE HOMECARE INC PO BOX 2060 EAU CLAIRE WI 54702 391686673 HOME HEALTH CARE WI 501(C)(3) 9 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC HEALTH SYSTEM--WASECA 501 NORTH STATE STREET WASECA MN 56093 363606405 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC HEALTH SYSTEM--MANKATO 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 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 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) 11-I MAYO CLINIC -- SAINT MARYS HOSPITAL 1 SOUTHERN METRO MEDICAL CLINICS INC 301 MAIN STREET NEW PRAGUE MN 56071 411623632 FAMILY PRACTICE CLINICS MN 501(C)(3) 9 MAYO CLINIC HEALTH SYSTEM--NEW PRAGUE 1 JUNE CARBONE & ANGELO CARBONE MEDICAL RESEARCH TRUST 200 FIRST STREET SW ROCHESTER MN 55905 416383037 CHARITABLE TRUST MN 501(C)(3) 11-III MAYO CLINIC 1 THE RITA FOUNDATION 8334 AMHERST HILLS LANE JACKSONVILLE FL 322563467 593614273 FUNDRAISING FOUNDATION MN 501(C)(3) 11-III 0 FRANKLIN HEATING STATION 119 THIRD ST SW ROCHESTER MN 55902 410264830 UTILITY MN MAYO CLINIC EXCLUDED 91 45250022 0 14652 1 0.84050 MAYO CLINIC HEALTH SYSTEM--FARIBAULT 635 FIRST STREET SE FARIBAULT MN 55021 411817179 PATIENT CARE - 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