2012-11-05T08:08:08-06:00 2011-12-31 990 2011-01-01 411506440 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH MAYO 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 JEFFREY W BOLTON 5075381297 2012-11-05 2011 2016-02-24 21:20:13Z WILLIAM J LITCHY MD 200 FIRST STREET SW ROCHESTER MN 55905 985418611 0 X WWW.MAYO.EDU X 1915 MN TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF MAYO CLINIC. 6 0 6594 0 23467930 6226296 2770435 4161728 735708932 976161104 -674843 1043567 3239593 3123814 741044117 984490213 13076941 68327 0 0 430960096 506830931 0 0 0 348383679 457922987 792420716 964822245 -51376599 19667968 1408642075 1369241497 1318449106 1263296869 90192969 105944628 X TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF MAYO CLINIC, INCLUDING, BUT NOT LIMITED TO, MEDICAL EDUCATION AND RESEARCH, MEDICAL PRACTICE ACTIVITIES, AND CLINICAL OUTREACH ACTIVITIES IN FURTHERANCE OF SUCH MEDICAL EDUCATION AND RESEARCH AND PROMOTION OF HEALTH. 1 0 695333440 58042 736645431 SUPPORT SERVICES (SEE SCHEDULE O)MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER) PARTICIPATES IN THE DIRECTION AND GUIDANCE OF MEDICAL CLINICS ESTABLISHED BY MAYO CLINIC. THESE INCLUDE MAYO CLINIC, LOCATED IN ROCHESTER, MINNESOTA, AS WELL AS SEPARATE, NONPROFIT MEDICAL CLINICS ESTABLISHED BY MAYO CLINIC IN JACKSONVILLE, FLORIDA; SCOTTSDALE, ARIZONA; EAU CLAIRE, LACROSSE AND MENOMONIE, WISCONSIN; ALBERT LEA, AUSTIN, CANNON FALLS, FAIRMONT, FARIBAULT, LAKE CITY, MANKATO, OWATONNA, ST. JAMES, SPRINGFIELD, WABASHA, NEW PRAGUE AND WASECA, MINNESOTA; AND DECORAH, IOWA. MFMER'S RELATIONSHIP WITH THESE CLINICS IS TO ENSURE THE HIGHEST QUALITY STANDARDS OF PATIENT CARE AND PATIENT DATA ESTABLISHED AT MAYO CLINIC ARE CONSISTENT THROUGHOUT THE MAYO CLINIC SYSTEM SO THAT THE RESEARCH AND EDUCATIONAL PURPOSES OF MAYO CLINIC CAN BE ACCOMPLISHED. THE EXTENSION OF THE RESEARCH, EDUCATION AND PATIENT CARE LEADERSHIP ROLE ASSOCIATED WITH MAYO CLINIC INTO AREAS OUTSIDE OF ROCHESTER CREATES USEFUL AND OTHERWISE UNAVAILABLE COMPARATIVE RESEARCH AND EDUCATIONAL OPPORTUNITIES TO FURTHER MAYO'S EXEMPT PURPOSE. MFMER ALSO PROVIDES PAYROLL, PURCHASING, SALARY & BENEFIT ADMINISTRATION AND OTHER MISCELLANEOUS SUPPORT SERVICES FOR MAYO CLINIC AND AFFILIATES. IN 2011 SEVERAL SHARED SERVICE PROGRAMS CONSOLIDATED INTO MFMER WHICH CAUSED AN INCREASE IN REVENUE AND EXPENSES. 133010190 10285 153274951 PHARMACIES AND MEDICAL PRODUCTS (SEE SCHEDULE O)IN ORDER TO CONVENIENTLY ACCOMMODATE THE NEEDS OF PATIENTS AND EMPLOYEES OF MAYO CLINIC, MFMER OPERATES PHARMACIES AND A MEDICAL PRODUCTS STORE AT THE MAYO CLINIC SITES. THESE OPERATIONS ARE NOT INTENDED TO SERVE THE GENERAL PUBLIC. THE STAFF AT THESE PHARMACIES ALSO ASSIST MAYO CLINIC SCIENTISTS IN DRUG PROTOCOLS FOR RESEARCH. 68113955 58290949 HEALTH INFORMATION (SEE SCHEDULE O)MFMER IS USED AS A MEANS OF MAKING AVAILABLE TO THE MEDICAL COMMUNITY AND TO THE GENERAL PUBLIC THE RESULTS OF MAYO'S RESEARCH AND EDUCATION PROGRAMS. DURING 2011, MFMER SOLD 5,461,463 COPIES OF THE MAYO CLINIC HEALTH LETTER. THE HEALTH LETTER IS A MONTHLY NEWSLETTER CONTAINING USEFUL HEALTH INFORMATION FOR THE GENERAL PUBLIC. MFMER SOLD 2,694,903 COPIES OF THE MAYO CLINIC EMBODYHEALTH NEWSLETTER. MOST COPIES SOLD TO EMPLOYERS AND MEMBER ORGANIZATIONS AS PART OF MFMER'S CORPORATE WELLNESS PROGRAM. THIS PROGRAM IS DESIGNED TO MEET THE SPECIFIC POPULATION HEALTH MANAGEMENT NEEDS OF EMPLOYERS AND MEMBER ORGANIZATIONS. THE EMBODYHEALTH NEWSLETTER PROVIDES HEALTH INFORMATION TO THE SUBCRIBING ORGANIZATION'S EMPLOYEES AND MEMBERS. IN ADDITION, THE FOLLOWING BOOKLETS WERE SOLD TO EMPLOYERS AND MEMBER ORGANIZATIONS UNDER THE CORPORATE WELLNESS PROGRAM: 50 HEAD-TO-TOE HEALTH TIPS - 502 COPIES 8 WAYS TO LOWER YOUR RISK OF A HEART ATTACK OR STROKE - 351 COPIES DISEASE-FIGHTING FOODS: SMART EATING CHOICES - 481 COPIES EATING OUT: YOUR POCKET GUIDE TO HEALTH DINING - 2,081 COPIES YOUR GUIDE TO VITAMIN & MINERAL SUPPLEMENTS - 604 COPIES HEALTHY EATING FOR HURRIED LIVES - 3,482 COPIES HEALTH WEIGHT FOR LIFE - 13,795 COPIES HIGH BLOOD PRESSURE & YOUR HEART - 1,011 COPIES LIVE LONGER, LIVE BETTER - 3,594 COPIES COMPLENTARY & ALTERNATIVE MEDICINE - 300 COPIES WALK YOUR WAY TO FITNESS - 800 COPIES YOUR HEART-HEALTHY EATING GUIDE - 1,236 COPIES MFMER ALSO SELLS NUMEROUS BOOKS ON HEALTH RELATED TOPICS. DURING 2011, MFMER SOLD 18,735 COPIES OF MAYO CLINIC FAMILY HEALTH BOOK, AN ILLUSTRATED COMPREHENSIVE HOME MEDICAL REFERENCE WITH DETAILED, CURRENT INFORMATION ON HUNDREDS OF MEDICAL CONDITIONS. DURING 2011, MFMER ALSO SOLD THE FOLLOWING BOOKS, WHICH ARE ALL PART OF A SERIES OF EASY TO UNDERSTAND, YET COMPREHENSIVE BOOKS THAT PROVIDE ANSWERS TO QUESTIONS ABOUT EACH HEALTH CONCERN: MAYO CLINIC 5 STEPS TO CONTROLLING HIGH BLOOD PRESSURE - 3,814 COPIES MAYO CLINIC GUIDE TO A HEALTY PREGANCY - 131,563 COPIES MAYO CLINIC ON MANAGING INCONTINENCE - 6,852 COPIES MAYO CLINIC FITNESS FOR EVERYBODY - 3,022 COPIES MAYO CLINIC HOME REMEDIES - 77,335 COPIES MAYO CLINIC GUIDE TO PAIN RELIEF - 3,786 COPIES MAYO CLINIC ON PROSTRATE HEALTH - 8,171 COPIES MAYO CLINIC HEALTHY WEIGHT FOR EVERYBODY - 275 COPIES MAYO CLINIC ON DIGESTIVE HEALTH - 13,042 COPIES MAYO CLINIC PLAN ON HEALTHY AGING - 9,951 COPIES MAYO CLINIC THE ESSENTIALS DIABETES BOOK - 14,826 COPIES MAYO CLINIC DIABETES DIET - 13,388 COPIES MAYO CLINIC DIABETES WORKBOOK - 4,719 COPIES MAYO CLINIC PLAN 10 STEPS TO A BETTER BODY & HEALTHIER LIFE - 690 COPIES MAYO CLINIC GUIDE TO ALZHEIMER'S DISEASE - 8,388 COPIES MAYO CLINIC GUIDE TO BETTER VISION - 6,722 COPIES MAYO CLINIC GUIDE TO MANAGING ARTHRITIS - 8,821 COPIES MAYO CLINIC GUIDE TO SELF CARE - 36,517 COPIES MAYO CLINIC ON BETTER HEARING AND BALANCE - 13,093 COPIES MAYO CLINIC GUIDE ON PREVENTING & TREATING OSTEOPOROSIS - 3,757 COPIES MAYO CLINIC BOOK OF ALTERNATIVE MEDICINE - 79,713 COPIESIN COLLABORATION WITH GAIAM, INC., "WELLNESS SOLUTIONS", A DVD SERIES OFFERING INTEGRATIVE HEALTH SOLUTIONS FOR 10 COMMON CONDITIONS, WAS ORIGINALLY PUBLISHED IN 2008 SELLING 3,436 COPIES IN 2011.IN 2011, MFMER SOLD 43,194 COPIES OF THE MAYO CLINIC DIET BOOK AND 8,217 COPIES OF THE DIET JOURNAL. IN THE BOOK AND THE JOURNAL, MAYO CLINIC HAS BOILED THE RESEARCH DOWN TO FIVE SIMPLE HABITS TO HELP TAKE OFF EXTRA WEIGHT AND FIVE HABITS TO BREAK SO THAT WEIGHT DOES NOT COME BACK. FIX IT AND ENJOY IT COOKBOOKS SOLD 6,476 COPIES AND THE MAYO CLINIC NEW COOKBOOK SOLD 455 COPIES. MFMER ALSO OPERATES MAYO'S INFORMATIONAL CONSUMER WEBSITE, MAYOCLINIC.COM, WHICH HAS THOUSANDS OF VISITORS DAILY.ASK MAYO CLINIC, A TELEPHONIC HEALTH RESOURCE ADMINISTERED BY MFMER IS A STRATEGIC RESOURCE AVAILABLE TO EMPLOYERS TO OFFER TO THEIR EMPLOYEES. THIS 24-HOUR NURSE LINE AND HEALTH ADVOCACY SERVICE IS STAFFED BY EXPERIENCED REGISTERED NURSES WHO DRAW ON THE RESOURCES OF MAYO CLINIC TO HELP PEOPLE CHOOSE THE RIGHT LEVEL OF CARE FOR ILLNESSES AND INJURIES, AND ACCESS APPROPRIATE RESOURCES FOR THEIR PERSONAL HEALTH NEEDS. 18397954 29588687 LICENSING OF TECHNOLOGY:MAKING THE RESULTS OF RESEARCH AND TECHNOLOGY DEVELOPED THROUGHOUT MAYO CLINIC AVAILABLE TO THE PUBLIC IS ANOTHER FUNCTION OF MFMER. THIS IS ACCOMPLISHED THROUGH LICENSING ARRANGEMENTS WITH OTHERS HAVING THE CAPABILITY TO DISTRIBUTE THE TECHNOLOGY TO THE MEDICAL COMMUNITY AND THE GENERAL PUBLIC. DURING 2011, MFMER SIGNED 67 LICENSES WITH COMPANIES TO DISTRIBUTE MAYO CLINIC TECHNOLOGY AND INVENTIONS. IN EXCHANGE FOR THESE LICENSES, MFMER RECEIVES ROYALTIES BASED ON GROSS REVENUES GENERATED FROM THE PRODUCTS DEVELOPED FROM THE LICENSED TECHNOLOGY OR INVENTION. THE REVENUES FROM THESE ROYALTIES ARE USED TO FURTHER THE RESEARCH AND EDUCATIONAL ACTIVITIES OF MAYO CLINIC. 18397954 29588687 914855539 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 4507 0 1 6594 1 1 1 1 MX AE 0 0 0 0 1 4 0 0 0 X 6 0 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 1 MN X CORPORATE TAX UNIT 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 X BOLTON JEFFREY W 40.00 X X 715940 0 50237 KOCH MARK B 1.00 X X 0 275558 14700 LIENAU MARTY A 40.00 X 98466 0 17814 LINDAHL ROGER A 40.00 X X 232870 0 54284 LITCHY MD WILLIAM J 1.00 X X 0 277289 58296 MATTHIAS MARK A 40.00 X X 205480 0 45984 BRIGHAM ROBERT F 1.00 X 0 444651 21448 BROWN MICHAEL E 40.00 X 200219 0 26280 BROWN WILLIAM A 40.00 X 207705 0 46891 FRANCIS JAMES R 40.00 X 325258 0 48929 FROISLAND JEFFREY R 40.00 X 246881 0 32446 GOLDMAN JD DANIEL S 40.00 X 198788 0 38505 HOFFMAN HARRY N 1.00 X 0 1171780 316415 HOFFMAN MARY J 1.00 X 0 261849 51188 HUBERT SHERRY L 40.00 X 240053 0 40711 LOHKAMP CHRISTIE A 40.00 X 208996 0 25729 MELVIN JD KEVIN B 1.00 X 0 129319 31523 NASS BRIAN D 40.00 X 141198 0 37518 OVIATT JONATHAN J 40.00 X 597819 0 55898 SAWYER NAN B 1.00 X 0 380732 37650 SCHILMOELLER ALAN R 40.00 X 342958 0 14714 SCHMIDT BRADLEY D 1.00 X 0 378866 42078 THOMAS GREGORY J 1.00 X 0 391090 8140 VAN NURDEN STEVEN P 40.00 X 235671 0 45703 WARNER GREGORY J 40.00 X 240359 0 8160 WEIS SHIRLEY A 40.00 X 1043302 0 51357 CRANMER JOHN P 40.00 X 251793 0 57203 GROSSET JESSICA A 40.00 X 275319 0 22968 LANGSTRAAT HARLAN J 40.00 X 230200 0 46480 MENKOSKY PAULA E 40.00 X 289051 0 42567 NOSEWORTHY MD JOHN H 40.00 X 1988892 0 14004 RAGSDALE JILL M 40.00 X 422330 0 40367 RYAN MICHAEL J 40.00 X 196730 0 40444 STEVENS JEFFREY J 40.00 X 189046 0 41218 BENGALI ABDUL R 40.00 X 361317 0 14060 LA FORGIA JOHN M 40.00 X 298477 0 41057 LETTIERI MD SALVATORE C 40.00 X 495336 0 20028 MCNAMARA MICHAEL J 40.00 X 319976 0 56041 MCNEILL STEVEN L 40.00 X 306502 0 40611 ANDERSON JAMES G 0.00 X 0 269312 14004 EDWARDS MD BROOKS S 0.00 X 0 443248 53477 COLLINS CRAIG C 40.00 X 225557 0 50879 NESSE MD ROBERT E 0.00 X 0 750847 15004 ROTTY BRIAN W 40.00 X 214088 0 46273 CAGIN DO CHARLES R 0.00 X 0 675221 14004 HALEY MD JOHN H 0.00 X 0 514685 37606 MEYERS MD MICHAEL S 0.00 X 0 571109 19968 PAMULAPATI KRISHNA M 0.00 X 0 551907 19968 SINGH MD MANDEEP 0.00 X 0 594278 19968 SINGH MD RIPUDAMANJIT 0.00 X 0 530376 39688 TAK TAHIR 0.00 X 0 725124 59218 11546577 9337241 2089703 917 1 1 0 PEOPLECLICK INC 9425 N MACARTHUR BLVD IRVING TX 75063 HR SERVICES 25975610 SODEXHO SERVICES INC PO BOX 536922 ATLANTA GA 30353 FOOD SERVICES 20720942 HITACHI AMERICA LTD 50 PROSPECT AVE TARRY TOWN NY 10591 TECHNOLOGY SERVICES 17370000 BOLDT CONSTRUCTION 2525 N ROEMER RD APPLETON WI 54912 CONSTRUCTION 16673874 IBM CORPORATION PO BOX 88808 ATLANTA GA 30356 TECHNOLOGY SERVICES 13501525 811 4161728 4161728 SUPPORT SERVICES 561000 734905177 728104928 6300000 500249 PHARMACY REVENUE 446110 142053430 141359642 693788 HEALTH INFORMATION 511190 57884242 45342030 12015195 527017 ROYALTY REVENUE 541900 30096734 29007653 1089081 MEDICAL PRODUCTS 446199 11221521 9134914 2086607 976161104 1966965 1966965 5000 928398 -923398 -923398 -923398 MAYO MEDICAL TRANSPORT 621990 1368944 286721 1082223 MISC. REVENUE 900099 995203 907507 -113945 201641 MISC. CONSULTING 541610 759667 444686 314981 3123814 984490213 954588081 23467930 2272474 52630 52630 15697 15697 10271735 10271735 335574 335574 381877117 381877117 63963181 63963181 21624649 21624649 28758675 28758675 289623 289623 6257535 6257535 1705402 1705402 922941 922941 90622183 90622183 8252465 8252465 153437639 153437639 58486327 58486327 11365873 11365873 45794052 45794052 8411201 8411201 463593 463593 6703 6703 65139651 65139651 EMPLOYEE EXPENSES 3725972 3725972 BAD DEBT EXPENSE 1341515 1341515 UBI TAXES 898775 898775 SUPPORT M&G ALLOCATION 0 -49067931 49067931 801537 801537 964822245 914855539 49966706 0 50741411 61451785 52742224 38766339 47770817 196560821 194861015 30073430 30370547 29949943 28879121 656593224 474409600 173055911 182183624 2224997 2660070 31267623 31932907 856001600 736389387 1408642075 1369241497 624310270 674416326 15409498 13764206 678729338 575116337 1318449106 1263296869 X 82657140 98684474 5166021 4954880 2369808 2305274 90192969 105944628 1408642075 1369241497 X 19667968 -3916309 X 0 1 1 X 0 X 4030000 1031520 2770435 4161728 11993683 260528678 258925047 617391814 719508061 954567356 2810920956 264558678 259956567 617391814 722278496 958729084 2822914639 0 0 0 2822914639 7662473 11794270 3731267 1670909 1966965 26825884 104217 967146 1282675 6175904 8529942 7766690 11794270 4698413 2953584 8142869 35355826 3100085 3570624 4435698 1449009 1228907 13784323 275425453 275321461 626525925 726681089 968100860 2872054788 0.98290 0.97550 0.01230 0.01740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 50 1 11330 0 1 1411919 0 1 4463 1427762 0 Explanation of Lobbying Activities: Part II-B, Line 1: DUES 2369808 -64534 2305274 2397178 -27370 2369808 2312185 84993 2397178 2227967 84218 2312185 1.00000 0 1 1 10963 8222 2741 650208374 474401378 175806996 6373887 6373887 182183624 DUE FROM AFFILIATES 642558259 GIFT ANNUITIES 83828883 THIRD PARTY TRUSTS 6129627 RELOCATION HOUSES 2657091 MISC. CONTRIBUTED ASSETS 1144527 OTHER LONG TERM ASSETS 41000 INVESTMENTS IN SUBSIDIARIES 30000 736389387 DUE TO AFFILIATES 572456267 DEFERRED COMPENSATION LIABILITY 2660070 575116337 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. FIN 48 FOOTNOTE FROM MAYO CLINIC ("THE CLINIC") CONSOLIDATED AUDITED FINANCIAL 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. CENTRAL AMERICA AND THE CARIBBEAN 0 4 TRAVEL- INTERNATIONAL CONFERENCE 4236 EAST ASIA AND THE PACIFIC 0 16 TRAVEL- INTERNATIONAL CONFERENCE 24930 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 30 TRAVEL- INTERNATIONAL CONFERENCE 59591 MIDDLE EAST AND NORTH AFRICA 0 3 TRAVEL- INTERNATIONAL CONFERENCE 7391 NORTH AMERICA 0 21 TRAVEL- INTERNATIONAL CONFERENCE 30815 SOUTH AMERICA 0 6 TRAVEL- INTERNATIONAL CONFERENCE 6152 SOUTH ASIA 0 20 TRAVEL- INTERNATIONAL CONFERENCE 45903 CENTRAL AMERICA AND THE CARIBBEAN 1 1 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 30788 SOUTH AMERICA 1 1 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 89502 NORTH AMERICA 1 2 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 118154 NORTH AMERICA 0 1 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 15254 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION CONFERENCE COORDINATED BY MAYO 31500 CENTRAL AMERICA AND THE CARIBBEAN 0 1 INVESTMENT 2500000 CENTRAL AMERICA AND THE CARIBBEAN 0 17 SUPPLIES & SERVICES PURCHASED 199508 EAST ASIA AND THE PACIFIC 0 76 SUPPLIES & SERVICES PURCHASED 640317 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 291 SUPPLIES & SERVICES PURCHASED 9258779 MIDDLE EAST AND NORTH AFRICA 0 45 SUPPLIES & SERVICES PURCHASED 470634 NORTH AMERICA 0 277 SUPPLIES & SERVICES PURCHASED 4602551 SOUTH AMERICA 0 21 SUPPLIES & SERVICES PURCHASED 566018 SOUTH ASIA 0 21 SUPPLIES & SERVICES PURCHASED 319662 SUB-SAHARAN AFRICA 0 24 SUPPLIES & SERVICES PURCHASED 79883 EAST ASIA AND THE PACIFIC 0 0 ROYALTIES EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 ROYALTIES NORTH AMERICA 0 0 ROYALTIES 1 101 2 777 3 878 209806 18891762 19101568 1 0 1 0 0 1 Schedule F, Part I, Line 3: SUPPLIES & SERVICES PURCHASED - AS THE PROCUREMENT COMPANY FOR MAYO CLINIC AND AFFILIATES, THE FILING ORGANIZATION PURCHASES SUPPLIES AND SERVICES FROM AROUND THE WORLD. THE AMOUNTS AND REGIONS REFLECTED IN SCHEDULE F AS "SUPPLIES & SERVICES PURCHASED" ARE BASED ON ADDRESSES PROVIDED AT TIME OF INVOICING AND IS A CONSOLIDATED NUMBER FOR ALL THE ENTITIES WHO PURCHASE THROUGH THE FILING ORGANIZATION. 1 GIFT OF LIFE INC 705 SECOND STREET SW ROCHESTER MN 55902 411495845 501(c)(3) 6705 SUPPORT OPERATIONS MAYO CLINIC ALUMNI ASSOCIATION 200 FIRST STREET SW ROCHESTER MN 55905 411995295 501(c)(3) 11000 SUPPORT OPERATIONS WOMEN HEART 818 18TH STREET NW SUITE 1000 WASHINGTON DC 20006 522148006 501(c)(3) 7500 SUPPORT OPERATIONS MIDWEST MINORITY SUPPLIER DEVELOPMENT COUNCIL 111 3RD AVENUE S SUITE 240 MINNEAPOLIS MN 55401 363550790 501(c)(3) 5500 SUPPORT OPERATIONS 4 SCHOLARSHIPS - MAYO SCHOOL OF HEALTH SCIENCES 12 11075 FINANCIAL ASSISTANCE - SPIRIT OF CARING AWARDS 4 4622 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE FILING ORGANIZATION CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY WITH PROGRAMS THAT ENHANCE THE MISSION OF THE FILING ORGANIZATION. THE FILING ORGANIZATION ONLY CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY THAT ADDRESS UNMET OR UNDER-FUNDED COMMUNITY NEEDS IN THE AREAS OF HEALTHCARE, EDUCATION, RESEARCH, DIVERSITY AND EQUALITY OF OPPORTUNITY. TRANSFERS OR GRANTS TO TAX-EXEMPT ORGANIZATIONS WILL BE USED PURSUANT TO THE POLICIES AND PROCEDURES OF THE GRANTEE ORGANIZATIONS AND TO FURTHER THE EXEMPT PURPOSES OF THE GRANTEE ORGANIZATIONS. BOTH THE FILING ORGANIZATION AND THE GRANTEE ORGANIZATION MAINTAIN ADEQUATE BOOKS AND RECORDS OF SUCH TRANSFERS OR GRANTS. NO ADDITIONAL MONITORING IS PERFORMED. X X X 1 1 0 1 0 0 0 0 0 0 0 BOLTON JEFFREY W 624800 0 0 0 91140 0 29749 0 20488 0 766177 0 85363 0 KOCH MARK B 0 271851 0 0 0 3707 0 276 0 14424 0 290258 0 2020 LINDAHL ROGER A 231454 0 0 0 1416 0 27816 0 26468 0 287154 0 0 0 LITCHY MD WILLIAM J 0 266919 0 0 0 10370 0 43692 0 14604 0 335585 0 5509 MATTHIAS MARK A 204159 0 0 0 1321 0 18660 0 27324 0 251464 0 0 0 BRIGHAM ROBERT F 0 439640 0 0 0 5011 0 226 0 21222 0 466099 0 0 BROWN MICHAEL E 199518 0 0 0 701 0 18252 0 8028 0 226499 0 0 0 BROWN WILLIAM A 205486 0 0 0 2219 0 29887 0 17004 0 254596 0 0 0 FRANCIS JAMES R 301635 0 0 0 23623 0 27661 0 21268 0 374187 0 21354 0 FROISLAND JEFFREY R 246018 0 0 0 863 0 20170 0 12276 0 279327 0 0 0 GOLDMAN JD DANIEL S 197512 0 0 0 1276 0 18417 0 20088 0 237293 0 0 0 HOFFMAN HARRY N 0 526040 0 255000 0 390740 0 294371 0 22044 0 1488195 0 515873 HOFFMAN MARY J 0 260080 0 0 0 1769 0 25980 0 25208 0 313037 0 0 HUBERT SHERRY L 237454 0 0 0 2599 0 20683 0 20028 0 280764 0 1704 0 LOHKAMP CHRISTIE A 208518 0 0 0 478 0 16581 0 9148 0 234725 0 0 0 MELVIN JD KEVIN B 0 126435 0 0 0 2884 0 6495 0 25028 0 160842 0 0 NASS BRIAN D 130638 0 0 0 10560 0 24802 0 12716 0 178716 0 26 0 OVIATT JONATHAN J 474858 0 0 0 122961 0 32930 0 22968 0 653717 0 115199 0 SAWYER NAN B 0 350307 0 0 0 30425 0 29622 0 8028 0 418382 0 26601 SCHILMOELLER ALAN R 320430 0 0 0 22528 0 0 0 14714 0 357672 0 0 0 SCHMIDT BRADLEY D 0 308967 0 0 0 69899 0 28074 0 14004 0 420944 0 67045 THOMAS GREGORY J 0 383538 0 0 0 7552 0 112 0 8028 0 399230 0 0 VAN NURDEN STEVEN P 234322 0 0 0 1349 0 22559 0 23144 0 281374 0 0 0 WARNER GREGORY J 235518 0 0 0 4841 0 12 0 8148 0 248519 0 0 0 WEIS SHIRLEY A 763129 0 0 0 280173 0 37053 0 14304 0 1094659 0 272595 0 CRANMER JOHN P 246698 0 0 0 5095 0 43199 0 14004 0 308996 0 0 0 GROSSET JESSICA A 256877 0 0 0 18442 0 0 0 22968 0 298287 0 16053 0 LANGSTRAAT HARLAN J 227486 0 0 0 2714 0 32476 0 14004 0 276680 0 0 0 MENKOSKY PAULA E 280535 0 0 0 8516 0 20583 0 21984 0 331618 0 7161 0 NOSEWORTHY MD JOHN H 1212190 0 0 0 776702 0 0 0 14004 0 2002896 0 754429 0 RAGSDALE JILL M 413550 0 0 0 8780 0 18399 0 21968 0 462697 0 7231 0 RYAN MICHAEL J 195943 0 0 0 787 0 15590 0 24854 0 237174 0 0 0 STEVENS JEFFREY J 187938 0 0 0 1108 0 17749 0 23469 0 230264 0 0 0 BENGALI ABDUL R 354813 0 0 0 6504 0 56 0 14004 0 375377 0 0 0 LA FORGIA JOHN M 283153 0 0 0 15324 0 33029 0 8028 0 339534 0 10024 0 LETTIERI MD SALVATORE C 460993 0 0 0 34343 0 0 0 20028 0 515364 0 31219 0 MCNAMARA MICHAEL J 310100 0 0 0 9876 0 40577 0 15464 0 376017 0 0 0 MCNEILL STEVEN L 281089 0 0 0 25413 0 20643 0 19968 0 347113 0 23869 0 ANDERSON JAMES G 0 260352 0 0 0 8960 0 0 0 14004 0 283316 0 0 EDWARDS MD BROOKS S 0 388814 0 0 0 54434 0 25389 0 28088 0 496725 0 50204 COLLINS CRAIG C 224254 0 0 0 1303 0 25591 0 25288 0 276436 0 0 0 NESSE MD ROBERT E 0 546068 0 0 0 204779 0 0 0 15004 0 765851 0 193896 ROTTY BRIAN W 213243 0 0 0 845 0 20125 0 26148 0 260361 0 0 0 CAGIN DO CHARLES R 0 581215 0 0 0 94006 0 0 0 14004 0 689225 0 84061 HALEY MD JOHN H 0 479754 0 0 0 34931 0 16578 0 21028 0 552291 0 25413 MEYERS MD MICHAEL S 0 544354 0 0 0 26755 0 0 0 19968 0 591077 0 24464 PAMULAPATI KRISHNA M 0 500754 0 0 0 51153 0 0 0 19968 0 571875 0 44704 SINGH MD MANDEEP 0 533115 0 0 0 61163 0 0 0 19968 0 614246 0 52958 SINGH MD RIPUDAMANJIT 0 500754 0 0 0 29622 0 18220 0 21468 0 570064 0 26658 TAK TAHIR 0 486354 0 0 0 238770 0 39250 0 19968 0 784342 0 229786 Part I, Line 1a SOME OF THE LISTED PERSONS FOR THE FILING ORGANIZATION SERVED ON THE BOARD OF TRUSTEES FOR MAYO CLINIC (THE PARENT COMPANY OF THE FILING ORGANIZATION) AND WERE PROVIDED TRAVEL FOR COMPANIONS SO THEIR SPOUSES COULD ACCOMPANY THEM TO THE SITE OF THE MAYO CLINIC BOARD OF TRUSTEE MEETINGS. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION AND IS ORDINARILY GROSSED-UP. SOME OF THE LISTED PERSONS FOR THE FILING ORGANIZATION RECEIVED AN AWARD OR OTHER TANGIBLE RECOGNITION THAT WAS TREATED AS TAXABLE COMPENSATION. PURSUANT TO INSTITUTIONAL POLICIES, CERTAIN SUCH AWARDS MAY HAVE A TAX GROSS-UP APPLIED IN ORDER NOT TO DIMINISH THE RECOGNITION AND CELEBRATORY NATURE OF THE AWARD. 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. Part I, Line 4b 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 YEARS FORM 990. JEFFREY W. BOLTON $ 85,363 JAMES R. FRANCIS $ 21,354 JESSICA A. GROSSET $ 16,053 SHERRY L. HUBERT $ 1,704 JOHN M. LA FORGIA $ 10,024 SALVATORE C. LETTIERI M.D. $ 31,219 STEVEN L. MCNEILL $ 23,869 PAULA E. MENKOSKY $ 7,161 MICHAEL S. MEYERS M.D. $ 26 JOHN H. NOSEWORTHY M.D. $ 754,429 JONATHAN J. OVIATT $ 115,199 JILL M. RAGSDALE $ 7,231 SHIRLEY A. WEIS $ 272,595 CHARLES R. CAGIN D.O. $ 84,061 BROOKS S. EDWARDS M.D. $ 50,204 JOHN H. HALEY M.D. $ 25,413 HARRY N. HOFFMAN $ 385,873 MARK B. KOCH $ 2,020 WILLIAM J. LITCHY M.D. $ 5,509 MICHAEL S. MEYERS M.D. $ 24,464 ROBERT E. NESSE M.D. $ 193,896 KRISHNA M. PAMULAPATI $ 44,704 NAN B. SAWYER $ 26,601 BRADLEY D. SCHMIDT $ 67,045 MANDEEP SINGH M.D. $ 52,958 RIPUDAMANJIT SINGH M.D. $ 26,658 TAHIR TAK $ 229,786 Supplemental Information Part III Part I, Line 3: THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE CORE 990 PART VI SECTION B LINE 15 FOR FURTHER INFORMATION REGARDING THE PROCESS UTILIZED. Supplemental Information Part III Part II: COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. ANNE LINDAHL FAMILY MEMBER OF ROGER LINDAHL, OFFICER 13529 EMPLOYMENT COMPENSATION 0 ANDREW BRIGHAM FAMILY MEMBER OF ROBERT BRIGHAM, OFFICER 46455 EMPLOYMENT COMPENSATION 0 JILL SMITH FAMILY MEMBER OF GREGORY WARNER, OFFICER 241524 EMPLOYMENT COMPENSATION 0 CAROL CRANMER FAMILY MEMBER OF JOHN CRANMER, KEY EMPLOYEE 26762 EMPLOYMENT COMPENSATION 0 MAYO COLLABORATIVE SERVICES INC BOARD MEMBER / OFFICER OVERLAP 2951916 EMPLOYEE BENEFIT ALLOCATIONS & COST TRANSFERS 0 HEALTH TRADITIONS HEALTH PLAN BOARD MEMBER / OFFICER OVERLAP 276102 SERVICES 0 MMSI INC BOARD MEMBER / OFFICER OVERLAP 4515626 EMPLOYEE BENEFIT ALLOCATIONS, SERVICES, & COST TRANSFERS 0 MAYO REGIONAL PRACTICE ARIZONA BOARD MEMBER / OFFICER OVERLAP 72728 EMPLOYEE BENEFIT ALLOCATIONS 0 VHA UPPER MIDWEST (OWNED BY VHA) BOARD MEMBER / OFFICER OVERLAP 19787809 REVENUE & REBATES $19,819,766UMCSC SERVICE PAYMENTS $5,300,000UMCSC OWNERSHIP FEES ($551,382) MEMBER FEES & PURCHASED SERVICES ($4,780,575) 0 New Program Services Form 990, Part III, line 2 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER) PROVIDES A NUMBER OF SUPPORT FUNCTIONS TO MAYO CLINIC AND ITS AFFILIATES. IN 2011, ADDITIONAL SHARED SERVICE PROGRAMS WERE CONSOLIDATED INTO MFMER TO SUPPORT THE OERATIONS OF MAYO CLINIC AND ITS AFFILIATES. Form 990, Part VI, Section A, line 2 DUE TO EMPLOYMENT BY RELATED ENTITY, THE FOLLOWING INDIVIDUAL: GREGORY THOMAS HAS A BUSINESS REALTIONSHIP WITH THE FOLLOWING INDIVIDUALS: MICHAEL BROWN JEFFREY FROISLAND SHIRLEY WEIS DUE TO EMPLOYMENT BY RELATED ENTITY, THE FOLLOWING INDIVIDUALS: ROBERT BRIGHAM MARY HOFFMAN HAVE A BUSINESS REALTIONSHIP WITH THE FOLLOWING INDIVIDUALS: ROBERT BRIGHAM MARY HOFFMAN DUE TO EMPLOYMENT BY RELATED ENTITY, THE FOLLOWING INDIVIDUALS: HARRY HOFFMAN MARK KOCH WILLIAM LITCHY, M.D. KEVIN MELVIN NAN SAWYER BRADLEY SCHMIDT HAVE A BUSINES REALTIONSHIP WITH THE FOLLOWING INDIVIDUALS: JEFFREY BOLTON ROBERT BRIGHAM WILLIAM BROWN BROOKS EDWARDS, M.D. JAMES FRANCIS JEFFREY FROISLAND JESSICA GROSSET HARRY HOFFMAN MARY HOFFMAN SHERRY HUBERT ROBERT NESSE, M.D. JOHN NOSEWORTHY, M.D. JOHNATHAN OVIATT NAN SAWYER BRADLEY SCHMIDT GREGORY THOMAS SHIRLEY WEIS DUE TO OVERLAP OF BOARD MEMERSHIP ON A RELATED TAXABLE ENTITY, THE FOLLOWING INDIVIDUALS: JEFFREY BOLTON MARK KOCH MARK MATTHIAS NAN SAWYER BRADLEY SCHMIDT HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: JEFFREY BOLTON MARK KOCH MARK MATTHIAS NAN SAWYER BRADLEY SCHMIDT DUE TO OVERLAP OF BOARD MEMERSHIP ON A RELATED TAXABLE ENTITY, THE FOLLOWING INDIVIDUALS: JEFFREY BOLTON DANIEL GOLDMAN MARY HOFFMAN MARK KOCH ROGER LINDAHL MARK MATTHIAS JOHNATHAN OVIATT NAN SAWYER ALAN SCHILMOELLER BRADLEY SCHMIDT HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: JEFFREY BOLTON DANIEL GOLDMAN MARY HOFFMAN MARK KOCH ROGER LINDAHL MARK MATTHIAS JOHNATHAN OVIATT NAN SAWYER ALAN SCHILMOELLER BRADLEY SCHMIDT DUE TO OVERLAP OF BOARD MEMERSHIP ON A RELATED TAXABLE ENTITY, THE FOLLOWING INDIVIDUALS: JEFFREY BOLTON HARRY HOFFMAN JOHNATHAN OVIATT HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: JEFFREY BOLTON HARRY HOFFMAN JOHNATHAN OVIATT DUE TO OVERLAP OF BOARD MEMERSHIP ON A RELATED TAXABLE ENTITY, THE FOLLOWING INDIVIDUALS: JEFFREY BOLTON ROBERT NESSE, M.D. BRIAN ROTTY ALAN SCHILMOELLER HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: JEFFREY BOLTON ROBERT NESSE, M.D. BRIAN ROTTY ALAN SCHILMOELLER DUE TO OVERLAP OF BOARD MEMERSHIP ON A RELATED TAXABLE ENTITY, THE FOLLOWING INDIVIDUALS: ROBERT BRIGHAM MARY HOFFMAN HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: ROBERT BRIGHAM MARY HOFFMAN DUE TO OVERLAP OF BOARD MEMERSHIP ON A RELATED TAXABLE ENTITY, THE FOLLOWING INDIVIDUALS: JEFFREY FROISLAND GREGORY THOMAS HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: JEFFREY FROISLAND GREGORY THOMAS DUE TO OVERLAP OF BOARD MEMERSHIP ON A RELATED TAXABLE ENTITY, THE FOLLOWING INDIVIDUALS: MARK KOCH ROBERT NESSE, M.D. HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: MARK KOCH ROBERT NESSE, M.D. DUE TO OVERLAP OF BOARD MEMERSHIP ON A RELATED TAXABLE ENTITY, THE FOLLOWING INDIVIDUALS: HARLAN LANGSTRAAT STEVEN VAN NURDEN HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: HARLAN LANGSTRAAT STEVEN VAN NURDEN DUE TO OVERLAP OF BOARD MEMERSHIP ON A RELATED TAXABLE ENTITY, THE FOLLOWING INDIVIDUALS: ROGER LINDAHL CHRISTIE LOHKAMP HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: ROGER LINDAHL CHRISTIE LOHKAMP Form 990, Part VI, Section A, line 3 MAYO-AFFILIATED ENTITIES ROUTINELY DELEGATE VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO RELATED ENTITIES. Form 990, Part VI, Section A, line 6 THE SOLE CORPORATE MEMBER IS MAYO CLINIC. Form 990, Part VI, Section A, line 7a DIRECTORS OF MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH ARE DESIGNATED BY THE SOLE MEMBER. Form 990, Part VI, Section A, line 7b CERTAIN TRANSACTIONS REQUIRE APPROVAL BY THE MEMBER BEFORE ACTION CAN BE TAKEN SUCH AS AMENDMENT TO THE ARTICLES AND BYLAWS, MERGER, OR OTHER RESTRUCTURING, AND INCURRENCE OF DEBT. Form 990, Part VI, Section B, line 11 THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX. PRIOR TO ITS REVIEW AND APPROVAL BY THE BOARD MEMBERS, THE FORM 990 IS REVIEWED BY THE TAX DIRECTOR OF MAYO CLINIC, THE CFO OF MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER) AND THE CFO OF MAYO CLINIC GLOBAL PRODUCTS & SERVICES, A DIVISION OF MFMER. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF MFMER'S GOVERNING BODY VIA U.S. MAIL, E-MAIL, OR DISTRIBUTION AT A BOARD MEETING. HIGHLIGHTS ARE PRESENTED TO BOARD MEMBERS, AND THE REVIEW IS 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 MAYO CLINIC (AND/OR AFFILIATE) AND THE OUTSIDE ENTITY. ADDITIONAL CONFLICT OF INTEREST POLICIES AND PROCEDURES EXIST FOR CERTAIN ENTITIES CONCERNING RESEARCH CONTRACTS AND OTHER TYPES OF POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15: THE FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. MAYO CLINIC AND ITS AFFILIATES HAVE A COORDINATED PROCESS FOR REVIEWING AND APPROVING COMPENSATION AND BENEFITS FOR PHYSICIANS AND ADMINISTRATIVE LEADERSHIP. THE FOLLOWING INDEPENDENT APPROVAL PROCESS OCCURS ANNUALLY IN THE FALL FOR THE NEXT YEAR'S COMPENSATION. THE SALARIES OF THE PRESIDENT AND VICE PRESIDENT WERE REVIEWED BY THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE AND/OR THE MAYO CLINIC GOVERNANCE COMMITTEE PURSUANT TO THE PROCESS DESCRIBED BELOW FOR PHYSICIAN AND ADMINISTRATIVE LEADERSHIP. 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. 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 AS DEFINED FOR PURPOSES OF IRC SECTION 4958). 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 THE FILING ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND ALSO ON THE MAYOCLINIC.ORG WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VII, Section A, Average Hours Per Week Devoted to Position with Related Organizations: JAMES G. ANDERSON 40.0 ROBERT F. BRIGHAM 40.0 CHARLES R. CAGIN D.O. 40.0 BROOKS S. EDWARDS M.D. 40.0 JOHN H. HALEY M.D. 40.0 HARRY N. HOFFMAN 40.0 MARY J. HOFFMAN 40.0 MARK B. KOCH 40.0 WILLIAM J. LITCHY M.D. 40.0 KEVIN B. MELVIN 40.0 MICHAEL S. MEYERS M.D. 40.0 ROBERT E. NESSE M.D. 40.0 KRISHNA M. PAMULAPATI 40.0 NAN B. SAWYER 40.0 BRADLEY D. SCHMIDT 40.0 MANDEEP SINGH M.D. 40.0 RIPUDAMANJIT SINGH M.D. 40.0 TAHIR TAK 40.0 GREGORY J. THOMAS 40.0 Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -3,916,309. 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 FRANKLIN HEATING STATION 119 THIRD ST SW ROCHESTER MN 55902 410264830 UTILITY MN N/A MAYO CLINIC HEALTH SYSTEM--FARIBAULT 635 FIRST STREET SE FARIBAULT MN 55021 411817179 PATIENT CARE - CLINIC MN N/A C MAYO CLINIC HEALTH SYSTEM--DECORAH CLINIC PHYSICIANS 907 MONTGOMERY STREET DECORAH IA 52101 411711329 PATIENT CARE - CLINIC IA N/A C FIOS THERAPEUTICS INC 200 FIRST STREET SW ROCHESTER MN 55905 711029189 RESEARCH MN N/A C HEALTH TRADITION HEALTH PLAN 1808 EAST MAIN STREET ONALASKA WI 54650 391545987 MEDICAL SERVICES COMPANY WI N/A C LOBSS NETWORK SUPPORT 2002 INC 200 FIRST STREET SW ROCHESTER MN 55905 481276150 ADMINISTRATIVE SERVICES MN N/A C MAYO COLLABORATIVE SERVICES INC 200 FIRST STREET SW ROCHESTER MN 55905 411346366 REFERENCE LAB SERVICES MN N/A C MAYO HOLDING COMPANY 200 FIRST STREET SW ROCHESTER MN 55905 411578020 HOLDING COMPANY MN N/A C MAYO INSURANCE COMPANY LTD 200 FIRST STREET SW ROCHESTER MN 55905 SELF INSURANCE POOL CJ N/A C MAYO MEDICAL LABORATORIES NEW ENGLAND INC 265 BALLARDVALE STREET WILMINGTON MA 01887 043323713 LABORATORY SERVICES MA N/A C MAYO REGIONAL PRACTICES OF ARIZONA 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 061190278 THIRD PARTY ADMINISTRATION SERVICES AZ N/A C MHS SERVICES INC 200 FIRST STREET SW ROCHESTER MN 55905 411282517 EQUIPMENT & REAL ESTATE LEASING MN N/A C MMSI INC 21 FIRST STREET SW ROCHESTER MN 55905 411547003 THIRD PARTY ADMINISTRATION SERVICES MN N/A C MAYO CLINIC HEALTH SYSTEM--PHARMACY & HOME MEDICAL INC 1221 WHIPPLE STREET EAU CLAIRE WI 54703 391528920 PHARMACY SERVICES WI N/A C PHYSICIAN AND HOSPITAL PRACTICES INC 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 930926631 HEALTH SERVICES FL N/A C ROCHESTER AIRPORT COMPANY ROUTE 2 ROCHESTER MN 55902 410506870 AIRPORT MANAGEMENT MN N/A C SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION 13400 E SHEA BLVD SCOTTSDALE AZ 85259 860870505 COMMERCIAL PROPERTY OWNERS ASSOCIATION AZ N/A C THE STABILE BUILDING OWNERS' ASSOCIATION 200 FIRST STREET SW ROCHESTER MN 55905 208994499 COMMERCIAL PROPERTY OWNERS ASSOCIATION MN N/A C MAYO CLINIC GBS MAURITIUS 2ND FLOOR EBENE MEWS 57 EBENE CYBERCITY MP HEALTHCARE MANAGEMENT MP N/A C CHARITABLE LEAD TRUST (1) CHARITABLE TRUST CA N/A T PERPETUAL TRUST (1) CHARITABLE TRUST ND N/A T PERPETUAL TRUST (1) CHARITABLE TRUST LA N/A T PERPETUAL TRUST (2) CHARITABLE TRUST MA N/A T PERPETUAL TRUST (1) CHARITABLE TRUST MO N/A T PERPETUAL TRUST (1) CHARITABLE TRUST AZ N/A T CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST CO N/A T CHARITABLE REMAINDER TRUST (6) CHARITABLE TRUST FL N/A T CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST FL N/A T CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST IL N/A T CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST LA N/A T CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST MI N/A T CHARITABLE REMAINDER TRUST (66) CHARITABLE TRUST MN N/A T CHARITABLE REMAINDER TRUST (82) CHARITABLE TRUST MN N/A T CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST NC N/A T CHARITABLE REMAINDER TRUST (2) CHARITABLE TRUST TX N/A T 1 0 1 0 0 1 0 0 0 1 1 1 0 1 1 1 1 1 CHARTERHOUSE INC R 675262 GAAP CHARTERHOUSE INC N 8732516 GAAP CHARTERHOUSE INC F 12153781 GAAP HEATLH TRADITIONS HEALTH PLAN K 276102 GAAP MAYO CLINIC - METHODIST HOSPITAL R 8941691 GAAP MAYO CLINIC - METHODIST HOSPITAL N 144569332 GAAP MAYO CLINIC - METHODIST HOSPITAL F 165641438 GAAP MAYO CLINIC - SAINT MARYS HOSPITAL R 20491434 GAAP MAYO CLINIC - SAINT MARYS HOSPITAL N 334709302 GAAP MAYO CLINIC - SAINT MARYS HOSPITAL F 159232972 GAAP MAYO CLINIC ARIZONA R 26873600 GAAP MAYO CLINIC ARIZONA P 122642 GAAP MAYO CLINIC ARIZONA N 390462324 GAAP MAYO CLINIC ARIZONA F 261579099 GAAP MAYO CLINIC ARIZONA K 562325 GAAP MAYO CLINIC FLORIDA R 5002181 GAAP MAYO CLINIC FLORIDA N 68300257 GAAP MAYO CLINIC FLORIDA F 109184084 GAAP MAYO CLINIC JACKSONVILLE R 17031624 GAAP MAYO CLINIC JACKSONVILLE P 130157 GAAP MAYO CLINIC JACKSONVILLE N 250246203 GAAP MAYO CLINIC JACKSONVILLE F 150589837 GAAP MAYO CLINIC JACKSONVILLE K 488973 GAAP MAYO COLLABORATIVE SEVICES INC R 2474238 GAAP MAYO MEDICAL LABORATORIES NEW ENGLAND INC R 414251 GAAP MMSI R 2244637 GAAP MMSI N 227450 GAAP GCAS INC R 2320925 GAAP GCAS INC F 840360 GAAP GOLD CROSS AMBULANCE SERVICE N 11436220 GAAP GOLD CROSS AMBULANCE SERVICE F 6284463 GAAP GOLD CROSS AMBULANCE INC N 277118 GAAP GOLD CROSS AMBULANCE INC F 72657 GAAP MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE CLINIC INC F 48204769 GAAP MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC F 98665139 GAAP MAYO CLINIC HEALTH SYSTEM--NORTHLAND INC F 17982764 GAAP MAYO CLINIC HEALTH SYSTEM--HOME HEALTH & HOSPICE INC F 1606860 GAAP MAYO CLINIC HEALTH SYSTEM--OAKRIDGE INC F 4873616 GAAP MAYO CLINIC HEALTH SYSTEM--CHIPPEWA VALLEY INC F 9901383 GAAP MAYO CLINIC HEALTH SYSTEM--FAIRBAULT N 12954911 GAAP MAYO CLINIC HEALTH SYSTEM--FAIRBAULT F 2365204 GAAP MAYO CLINIC HEALTH SYSTEM--FAIRMONT A 74175 GAAP MAYO CLINIC HEALTH SYSTEM--FAIRMONT N 36932811 GAAP MAYO CLINIC HEALTH SYSTEM--LAKE CITY N 13510531 GAAP MAYO CLINIC HEALTH SYSTEM--MANKATO K 103713 GAAP MAYO CLINIC HEALTH SYSTEM--PHARMACY & HOME MEDICAL INC P 6325693 GAAP MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE FOUNDAION INC F 168399 GAAP MAYO REGIONAL PRACTICE ARIZONA R 72728 GAAP MAYO CLINIC - METHODIST HOSPITAL O 2657007 GAAP MAYO CLINIC - SAINT MARYS HOSPITAL O 3160131 GAAP MAYO CLINIC ARIZONA F 1157308 GAAP MAYO CLINIC FLORIDA O 314295 GAAP MAYO CLINIC JACKSONVILLE O 938129 GAAP MAYO COLLABORATIVE SEVICES INC O 477678 GAAP MAYO MEDICAL LABORATORIES NEW ENGLAND INC O 241132 GAAP MMSI O 2043139 GAAP GOLD CROSS AMBULANCE SERVICE O 833806 GAAP MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE INC L 67689 GAAP