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MAYO CLINIC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MAYO CLINIC (EIN 86-0800150)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-10
IRS object ID
201103149349301225
Schema version
2010v3.4
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-11-10T10:18:06-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN860800150EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MAYO CLINIC ARIZONABusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMAYONameControl
Phone5075381297Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line113400 EAST SHEA BLVDAddressLine1
CitySCOTTSDALECity
StateAZState
ZIP Code852595404ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJEFFREY FROISLANDName
TitleCFOTitle
Phone5075381297Phone
Date Signed2011-11-10DateSigned
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonVICTOR F TRASTEK MDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line113400 EAST SHEA BLVDAddressLine1
CitySCOTTSDALECity
StateAZState
ZIP Code852595404ZIPCode
FieldValueIRS element (for citing)
Gross Receipts873977241GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.MAYO.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1995YearFormation
State Legal DomicileAZStateLegalDomicile
Activity Or Mission DescriptionOPERATION OF A HOSPITAL AND CLINICActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees5116TotalNbrEmployees
Total Nbr Volunteers692TotalNbrVolunteers
Total Gross UBI437802TotalGrossUBI
Net Unrelated Business Txbl Income193193NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year43387376ContributionsGrantsPriorYear
Contributions Grants Current Year49807812ContributionsGrantsCurrentYear
Program Service Revenue Prior Year757704326ProgramServiceRevenuePriorYear
Program Service Revenue CY809439865ProgramServiceRevenueCY
Investment Income Prior Year2744019InvestmentIncomePriorYear
Investment Income Current Year4986509InvestmentIncomeCurrentYear
Other Revenue Prior Year7534106OtherRevenuePriorYear
Other Revenue Current Year7621858OtherRevenueCurrentYear
Total Revenue Prior Year811369827TotalRevenuePriorYear
Total Revenue Current Year871856044TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year487759GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY8941828GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year434595218SalariesEtcPriorYear
Salaries Etc Current Year472734547SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year319538307OtherExpensePriorYear
Other Expenses Current Year350193092OtherExpensesCurrentYear
Total Expenses Prior Year754621284TotalExpensesPriorYear
Total Expenses Current Year831869467TotalExpensesCurrentYear
Revenues Less Expenses Prior Year56748543RevenuesLessExpensesPriorYear
Revenues Less Expenses CY39986577RevenuesLessExpensesCY
Total Assets BOY810636366TotalAssetsBOY
Total Assets EOY808462182TotalAssetsEOY
Total Liabilities BOY336844227TotalLiabilitiesBOY
Total Liabilities EOY345959223TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY473792139NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY462502959NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO INSPIRE HOPE AND CONTRIBUTE TO HEALTH AND WELL-BEING BY PROVIDING THE BEST CARE TO EVERY PATIENT THROUGH INTEGRATED CLINICAL PRACTICE,EDUCATION AND RESEARCH.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense660790131Expense
Revenue800828862Revenue
DescriptionPATIENT CARE (SCHEDULE O):PATIENT CARE:MAYO CLINIC, AS AN AFFILIATED GROUP OF HEALTHCARE ENTITIES, IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT GROUP PRACTICE IN THE WORLD. DOCTORS FROM EVERY MEDICAL SPECIALTY WORK TOGETHER TO CARE FOR PATIENTS, JOINED BY COMMON SYSTEMS AND A PHILOSOPHY THAT THE NEEDS OF THE PATIENT COME FIRST. OVER 3,700 PHYSICIANS AND SCIENTISTS AND 49,000 ALLIED HEALTH STAFF WORK AT MAYO CLINIC, WHICH HAS SITES IN ROCHESTER, MINNESOTA; JACKSONVILLE, FLORIDA; AND SCOTTSDALE/PHOENIX, ARIZONA. COLLECTIVELY, THE THREE LOCATIONS TREAT MORE THAN HALF A MILLION PEOPLE EACH YEAR. MAYO CLINIC ALSO SERVES OVER 70 COMMUNITIES IN THE UPPER MIDWEST THROUGH MAYO HEALTH SYSTEM. MAYO CLINIC IS DRIVEN BY ITS MISSION OF PROVIDING THE BEST PATIENT CARE TO EVERY PATIENT EVERY DAY THROUGH INTEGRATED CLINICAL PRACTICE, EDUCATION, AND RESEARCH. AS A NOT-FOR-PROFIT INSTITUTION, MAYO CLINIC REINVESTS ALL OF ITS NET OPERATING INCOME BACK INTO PROGRAMS THAT SUPPORT THIS MISSION. THROUGH ITS MISSION, MAYO CLINIC ENRICHES THE COMMUNITIES IN WHICH IT OPERATES AS WELL AS THE BROADER COMMUNITY BY IMPROVING MEDICINE THROUGH RESEARCH, EDUCATING PHYSICIANS AND OTHER HEALTH CARE PROVIDERS, AND PROVIDING CARE AND SUPPORT TO PEOPLE IN NEED.MAYO CLINIC ARIZONA (MCA) IS AN ARIZONA NONPROFIT CORPORATION, TAX-EXEMPT AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MCA OPERATES EXCLUSIVELY FOR EDUCATIONAL, RESEARCH AND CHARITABLE PURPOSES AS WELL AS FOR THE CLINICAL PRACTICE OF MEDICINE.FOR MORE THAN A CENTURY, MAYO CLINIC HAS BEEN AN INTERNATIONAL LEADER IN PATIENT CARE, HEALTH SCIENCES RESEARCH AND MEDICAL EDUCATION. SINCE OPENING IN SCOTTSDALE IN 1987, MCA HAS EVOLVED INTO AN INTEGRATED MULTI-CAMPUS SYSTEM THAT INCLUDES THE MAYO CLINIC BUILDING; THE SAMUEL C. JOHNSON RESEARCH BUILDING AND THE MAYO CLINIC COLLABORATIVE RESEARCH BUILDING IN SCOTTSDALE; MAYO CLINIC HOSPITAL AND THE MAYO CLINIC SPECIALTY BUILDING IN NORTHEAST PHOENIX; AND OUTPATIENT LOCATIONS IN SCOTTSDALE AND GLENDALE.PHYSICIANS AT MCA EMPHASIZE A UNIQUE TEAM APPROACH TO DELIVERING HEALTH CARE SERVICES AND ARE DEDICATED TO PROVIDING COMPREHENSIVE DIAGNOSIS AND TREATMENT IN MORE THAN 65 ADULT MEDICAL AND SURGICAL SPECIALTIES (INCLUDING PROGRAMS IN CANCER TREATMENT AND ORGAN TRANSPLANTATION) WITH CAREFUL ATTENTION TO INDIVIDUAL PATIENT NEEDS. MCA CONTINUES THE TRADITION OF LEADERSHIP IN MEDICAL PRACTICE, EDUCATION AND RESEARCH FIRST ESTABLISHED IN ROCHESTER, MINNESOTA. THE FIVE-STORY OUTPATIENT MAYO CLINIC BUILDING ON THE SCOTTSDALE CAMPUS INCLUDES APPROXIMATELY 425 EXAM AND PROCEDURE ROOMS, AN OUTPATIENT SURGERY CENTER EQUIPPED FOR GENERAL ANESTHESIA, A FULL-SERVICE LABORATORY, A PHARMACY, A PATIENT-EDUCATION LIBRARY, AN ENDOSCOPY SUITE AND A 188-SEAT AUDITORIUM FOR PATIENT AND PHYSICIAN-EDUCATION.MAYO CLINIC HOSPITAL IN NORTH PHOENIX OPENED IN OCTOBER 1998 AND IS THE FIRST HOSPITAL PLANNED, DESIGNED AND BUILT BY MAYO CLINIC. THE HOSPITAL, WHICH SITS ON A 210-ACRE SITE, SERVES PATIENTS FROM THROUGHOUT THE 50 STATES AND 80 FOREIGN COUNTRIES. EVERY YEAR, MORE THAN 95,000 PATIENTS ARE DIAGNOSED AND TREATED AT MCA. ABOUT 77% OF THESE PATIENTS ARE FROM ARIZONA. TWO PERCENT COME FROM OTHER COUNTRIES.MEDICAL PRACTICE ACTIVITIES ARE AN INTRINSIC PART OF THE ACTIVITIES AT MCA. MEDICAL PRACTICE ACTIVITIES AT MCA ARE INTRICATELY INTERTWINED WITH RESEARCH AND EDUCATIONAL ACTIVITIES. MCA HAS DEVELOPED MANY STRATEGIC COLLABORATIONS IN ARIZONA, WORKING WITH ORGANIZATIONS WHOSE VALUES ARE CONSISTENT WITH MCA'S MISSION OF SERVING PATIENTS. THIS SHARING OF KEY RESOURCES AND CAPABILITIES AMONG MANY OUTSTANDING ORGANIZATIONS ENABLES MCA TO PROVIDE PROGRAMS AND SERVICES FOR PATIENTS AND THEIR FAMILIES THAT WOULD NOT BE POSSIBLE OTHERWISE. SOME OF THESE PATIENT CARE COLLABORATIONS INCLUDE: ARIZONA STATE UNIVERSITY: THERE ARE NUMEROUS COLLABORATIONS BETWEEN ARIZONA STATE UNIVERSITY AND MCA. THESE INCLUDE DUAL DEGREE PROGRAMS FOR MAYO MEDICAL STUDENTS, JOINT RESEARCH INITIATIVES, AND COLLABORATIONS WITHIN ARTS AND HUMANITIES PROGRAMS TO BENEFIT OUR PATIENTS AND THEIR FAMILIES.PHOENIX CHILDREN'S HOSPITAL: IN 2003 MCA PARTNERED WITH PHOENIX CHILDREN'S HOSPITAL TO INTRODUCE THE VALLEY'S FIRST PEDIATRIC BONE MARROW TRANSPLANT (BMT) PROGRAM, ELIMINATING THE NEED FOR FAMILIES TO TEMPORARILY MOVE HUNDREDS OF MILES AWAY FROM HOME IN ORDER TO CARE FOR AND BE NEAR A CHILD RECEIVING TREATMENT. AS PART OF A UNIFIED SYSTEM ON MULTIPLE CAMPUSES, THE BMT PROGRAM AT MCA IS ONE OF THE LARGEST AND MOST EXPERIENCED IN THE WORLD. IN 2007 A UNIQUE COLLABORATION BETWEEN MCA, PHOENIX CHILDREN'S HOSPITAL AND ARIZONA'S PEDIATRIC CARDIOLOGY CONSULTANTS BEGAN PROVIDING CONTINUITY OF CARE FOR PATIENTS WITH CONGENITAL HEART DISEASE - HELPING PATIENTS WHO REACH ADULTHOOD TO TRANSITION FROM PEDIATRIC TO SPECIALIZED ADULT MEDICAL CARE AND RECEIVE TREATMENT AT MAYO'S PHOENIX CAMPUS.TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (TGEN): IN 2003 MCA AND TGEN BEGAN A UNIQUE RESEARCH PARTNERSHIP THAT INVESTIGATES BIOLOGY, GENETICS AND THE TARGETED TREATMENT OF CERTAIN CANCERS AND BRINGS INNOVATIVE RESEARCH FINDINGS DIRECTLY TO THE BEDSIDE OF PATIENTS. MCA AND TGEN RECENTLY FORMALIZED A STRATEGIC ALIGNMENT THAT WILL ALLOW TGEN RESEARCHERS TO BECOME MEMBERS IN THE MCA CANCER CENTER. THEIR MEMBERSHIP WILL FACILITATE AND ENHANCE THE COLLABORATION BETWEEN THE FACULTY OF BOTH ORGANIZATIONS ON CANCER RESEARCH INITIATIVES.LODGING FOR TRANSPLANT AND CANCER PATIENTS: THE ARIZONA TRANSPLANT HOUSE AND THE AMERICAN CANCER SOCIETY HOPE LODGE OPENED ITS NEW FACILITY, THE VILLAGE AT MAYO CLINIC, ON THE PHOENIX CAMPUS OF MCA IN JUNE 2009. THE THREE "CASITAS" THAT HOUSE PATIENTS AND THEIR CAREGIVERS PROVIDE A NURTURING, HOME-AWAY-FROM-HOME ENVIRONMENT WHERE PATIENTS UNDERGOING A TRANSPLANT OR LONG-TERM CHEMOTHERAPY CAN BOND WITH FELLOW PATIENTS AND PROVIDE SUPPORT TO EACH OTHER - ALL WHILE BEING CLOSE TO THEIR APPOINTMENTS AT MAYO CLINIC HOSPITAL AND THE MAYO CLINIC SPECIALTY BUILDING.HOSPICE OF THE VALLEY: MCA AND HOSPICE OF THE VALLEY HAVE BEEN WORKING TOGETHER FOR MANY YEARS TO PROVIDE EXCELLENT END-OF-LIFE CARE FOR PATIENTS WITH CANCER AND OTHER DISEASES. HOSPICE OF THE VALLEY HAS BUILT AN INPATIENT FACILITY ON THE MAYO CLINIC HOSPITAL CAMPUS IN NORTHEAST PHOENIX. THE STRUCTURE IS A PRIVATE, HOMELIKE SETTING FOR PATIENTS PROVIDING FOR NEEDS BETTER MET IN AN INPATIENT ENVIRONMENT. THERE ARE 12 PRIVATE ROOMS, A FAMILY AREA, KITCHEN AND AN AREA FOR STAFF. FAMILIES ARE WELCOME AROUND THE CLOCK. THERE ARE PLANS TO BUILD A SECOND STRUCTURE TO HOUSE ADDITIONAL PATIENTS ON THE PHOENIX CAMPUS.MCA IS ACTIVELY INVOLVED IN NATIONAL HEALTH CARE REFORM EFFORTS IN SUPPORT OF THE BELIEF THAT THE NEEDS OF THE PATIENT COME FIRST. MCA HAS CONTINUED TO RAISE AWARENESS ABOUT THE NEED FOR PATIENT-CENTERED REFORM, BUILDING ON THE WORK OF SEVERAL SYMPOSIUMS AND CONFERENCES HELD OVER THE PAST THREE YEARS BY THE MAYO CLINIC HEALTH POLICY CENTER WHERE PARTICIPANTS DISCUSSED AND COMPARED HEALTH CARE REFORM RECOMMENDATIONS WITHIN THE CONTEXT OF REGIONAL HEALTH CARE ISSUES FACED BY PROVIDERS, PAYERS, EMPLOYERS AND PATIENTS THROUGHOUT ARIZONA.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense38396106Expense
Grants878856Grants
Revenue1537030Revenue
DescriptionRESEARCH (SCHEDULE O) RESEARCH: MCA'S BASIC AND CLINICAL RESEARCH ACTIVITIES ARE CONCENTRATED IN THE AREAS OF CANCER, METABOLISM, NEUROSCIENCES, CARDIOVASCULAR DISEASES AND GI DISORDERS/TRANSPLANTATION AT ITS FACILITIES LOCATED IN SCOTTSDALE AND PHOENIX, ARIZONA. THE SAMUEL C. JOHNSON RESEARCH BUILDING IS A 75,000 SQUARE-FOOT FACILITY ON THE SCOTTSDALE CAMPUS THAT PROVIDES SPACE FOR SCIENTIFIC INVESTIGATORS, SUPPORT STAFF, PRE-DOCTORAL AND POST-DOCTORAL FELLOWS AND VISITING SCIENTISTS. THE MAYO CLINIC COLLABORATIVE RESEARCH BUILDING, ALSO ON THE SCOTTSDALE CAMPUS, IS A 100,000 SQUARE FOOT BIOMEDICAL RESEARCH FACILITY THAT HOUSES A TRANSLATIONAL GENOMICS INSTITUTE (TGEN) INITIATIVE CALLED THE CENTER FOR DRUG DEVELOPMENT (TD2), MAYO CLINIC CANCER RESEARCHERS, AS WELL AS THE MAYO-ASU CENTER FOR METABOLIC AND VASCULAR BIOLOGY COLLABORATIVE RESEARCH PROGRAM. IN 2010, MORE THAN 350 STAFF SUPPORTED BASIC AND CLINICAL RESEARCH ACTIVITIES AT MCA.ONGOING CLINICAL RESEARCH TRIALS AT MAYO CLINIC OFFER PATIENTS ACCESS TO NEW INVESTIGATIONAL TREATMENTS BEFORE THEY BECOME FDA-APPROVED AND COMMERCIALLY AVAILABLE. IN 2010, APPROXIMATELY 1,000 SUBJECTS WERE CONSENTED ON CLINICAL RESEARCH TRIALS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense24562967Expense
Revenue7073973Revenue
DescriptionEDUCATION (SCHEDULE O) EDUCATION: EDUCATING HEALTH CARE PROFESSIONALS HAS BEEN A CORE MISSION OF MAYO CLINIC SINCE THE EARLIEST DAYS OF THE 20TH CENTURY, WHEN PHYSICIANS FROM THROUGHOUT THE WORLD TRAVELED TO ROCHESTER, MINN. TO TRAIN WITH THE MAYO BROTHERS.MAYO CLINIC IN ARIZONA OPENED IN 1987 AS A PREMIERE ACADEMIC MEDICAL CENTER IN THE SOUTHWESTERN UNITED STATES, WHERE MEDICAL RESEARCH AND EDUCATION ARE FULLY INTEGRATED WITH DELIVERING THE HIGHEST-QUALITY PATIENT CARE. IN ARIZONA, MAYO CLINIC OFFERS PHYSICIAN RESIDENCY PROGRAMS AND FELLOWSHIPS IN MANY MEDICAL AND SURGICAL SPECIALTIES. THE MAYO CLINIC SCHOOL OF GRADUATE MEDICAL EDUCATION IN ARIZONA HAS 37 TRAINING PROGRAMS. OF THESE, TEN ARE RESIDENCIES AND 27 ARE SUB-SPECIALTY BASED FELLOWSHIP TRAINING. TO COMPLEMENT EXCEPTIONAL DIDACTIC CURRICULUM, MCA OFFERS HANDS-ON TRAINING THROUGH SIMULATION EDUCATION IN FOUR ENVIRONMENTS: 1-MULTIDISCIPLINARY SIMULATION CENTER LOCATED ON THE 6TH FLOOR OF THE HOSPITAL; 2-AYARZA LAPAROSCOPIC LABORATORY LOCATED ON THE 3RD FLOOR OF THE MULTISPECIALTY BUILDING; 3-CENTER FOR PROCEDURAL INNOVATION LOCATED ON THE CONCOURSE LEVEL OF THE MAYO COLLABORATIVE BUILDING; AND 4-NURSING SKILLS LABORATORY LOCATED IN THE SUPPORT BUILDING BEHIND THE HOSPITAL. MCA IS COMMITTED TO EDUCATING THE NEXT GENERATION OF PHYSICIANS. EACH YEAR, MORE THAN 200 RESIDENTS, FELLOWS AND MEDICAL STUDENT CLERKS COMPLETE EDUCATIONAL ASSIGNMENTS IN ARIZONA.IN ADDITION, MCA OFFERS ROBUST EDUCATIONAL AND TRAINING PROGRAMS FOR ALLIED HEALTH STUDENTS THROUGH THE SCHOOL OF HEALTH SCIENCES, GRADUATE STUDENTS PREPARING FOR CAREERS AS BIOMEDICAL SCIENTISTS THROUGH MAYO GRADUATE SCHOOL, AND LIFE LONG LEARNERS THROUGH COURSES PROVIDED BY THE MAYO SCHOOL OF CONTINUOUS PROFESSIONAL DEVELOPMENT. MAYO AND ARIZONA STATE UNIVERSITY HAVE ALSO COLLABORATED TO CREATE A JOINT DEGREE NURSING PROGRAM, WHICH INCREASES ENROLLMENT CAPACITY FOR NURSING STUDENTS STATEWIDE. STUDENTS RECEIVE THEIR TRAINING FROM THE ASU COLLEGE OF NURSING CURRICULUM. THEY ARE TAUGHT BY FACULTY COMPOSED OF MASTER'S-LEVEL REGISTERED NURSES FROM MAYO IN CLASSROOM AND LABORATORY LEARNING SPACE AT MAYO CLINIC HOSPITAL.THE GROWING RELATIONSHIP BETWEEN MCA AND ARIZONA STATE UNIVERSITY (ASU) HAS RESULTED IN A NEW COLLABORATIVE EFFORT: THE ASU BARRETT HONORS COLLEGE PREMEDICAL SCHOLARS PROGRAM. THIS MCA SPONSORED PROGRAM WILL TEACH PREMEDICAL STUDENTS ABOUT THE WIDE VARIETY OF INTERESTS AND CAREER OPPORTUNITIES AVAILABLE IN MEDICINE, AND ALSO ENCOURAGE THEM TO TAKE AN ACTIVE ROLE IN COMMUNITY AND HUMANITARIAN PROGRAMS. THE INITIATIVE PAIRS EACH STUDENT WITH A MCA PHYSICIAN MENTOR AND PROVIDES A NUMBER OF ACTIVE LEARNING AND GROWTH OPPORTUNITIES, INCLUDING: SHADOWING MCA PHYSICIANS FROM A VARIETY OF MEDICAL AND SURGICAL SPECIALTIES; HANDS-ON LABORATORY EXPERIENCES, INCLUDING SUTURING, APPLYING A CAST, CPR, PERFORMING A SIMULATED COLONOSCOPY AND OPERATING IN THE SURGICAL SIMULATION CENTER; RESEARCH ASSIGNMENTS ON MAYO CLINIC-SPONSORED PROJECTS THAT COMPLEMENT THOSE ALREADY AVAILABLE THROUGH ASU; HELP IN PREPARING A STRONG MEDICAL SCHOOL APPLICATION. STUDENTS WILL ALSO BE ENCOURAGED TO PARTICIPATE IN A NUMBER OF HUMAN-INTEREST COMMUNITY PROGRAMS, INCLUDING: SHADOWING MEDICAL DIRECTORS AND HOME NURSES AT HOSPICE OF THE VALLEY; OBSERVING A VARIETY OF CLINICAL TREATMENTS AT ST. VINCENT DE PAUL FREE CLINIC; PARTICIPATING IN AN AMBULANCE RIDE-A-LONG WITH SCOTTSDALE EMERGENCY MEDICAL SERVICES; TRAINING AS A SUPPORT GROUP FACILITATOR AT THE NEW SONG CENTER, WHICH PROVIDES GRIEF SUPPORT AND EDUCATION FOR CHILDREN, YOUNG ADULTS, AND THEIR FAMILIES.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense8062972Expense
Grants8062972Grants
Revenue5095191Revenue
DescriptionPATIENT CARE AND OTHER (CONTINUED) SOME OF THE MEDICAL PRACTICE ACCOMPLISHMENTS DURING 2010 WERE:ORGAN TRANSPLANT PROGRAMS AT MAYO CLINIC CONTINUE TO BE BENCHMARKED BY OTHER TRANSPLANT CENTERS AROUND THE COUNTRY AS PART OF A NATIONAL EFFORT TO IMPROVE TRANSPLANT OUTCOMES. MAYO CLINIC, AS A THREE-SITE ORGANIZATION, PERFORMS MORE SOLID ORGAN TRANSPLANTS THAN ANY OTHER MEDICAL CENTER IN THE U.S. MAYO'S LIVING DONOR LIVER TRANSPLANT PROGRAM IS THE FIFTH LARGEST IN THE U.S. A MILESTONE WAS REACHED ON DEC. 11, 2009, WHEN MAYO'S FIRST INTERNAL "KIDNEY EXCHANGE" TOOK PLACE. BECAUSE OF ONE ALTRUISTIC KIDNEY DONOR THAT LAUNCHED THE CHAIN, THREE OTHER LIVING DONORS WERE ABLE TO "EXCHANGE" KIDNEYS ON BEHALF OF PATIENTS IN NEED OF A COMPATIBLE KIDNEY. MAYO ALSO EXCELS IN IMPLANTING VENTRICULAR ASSIST DEVICES (VADS) IN PATIENTS WHO HAVE INTRACTABLE CONGESTIVE HEART FAILURE. SOME OF THE DEVICES SERVE AS A BRIDGE-TO-TRANSPLANT, WHILE OTHERS ARE IMPLANTED FOR THE DURATION OF THE PATIENT'S LIFE. MAYO ALSO IMPLANTS A TOTAL ARTIFICIAL HEART WHICH IS APPROVED AS A BRIDGE-TO-TRANSPLANT UNTIL A HEART BECOMES AVAILABLE. THE DEVICE REPLACES BOTH FAILING HEART VENTRICLES.THE FIRST PATIENT TO RECEIVE THE ARTIFICIAL HEART, A 59-YEAR-OLD WOMAN FROM GILBERT, ARIZ., WAS IMPLANTED ON AUG. 22, 2007. THIRTEEN DAYS LATER, SHE WAS THE RECIPIENT OF A HUMAN HEART. SINCE THAT TIME MCA HAS BRIDGED FOUR MORE PATIENTS, AND ALL WENT ON TO RECEIVE TRANSPLANTS. THE ARTIFICIAL HEART IS APPROVED AS A BRIDGE-TO-TRANSPLANT FOR PATIENTS WITH END-STAGE BIVENTRICULAR HEART FAILURE. THEIR SURVIVAL DEPENDS ON RECEIVING A DONOR HEART OR AN ARTIFICIAL HEART AS A BRIDGE TO HUMAN HEART TRANSPLANTATION. MCA HAS COMPLETED 73 HEART TRANSPLANTS SINCE THE PROGRAM OPENED IN SEPTEMBER 2005, A SIGNIFICANT MILESTONE NOT ONLY FOR MAYO, BUT FOR MARICOPA COUNTY. PREVIOUSLY, PATIENTS HAD TO TRAVEL OUTSIDE OF THE GREATER PHOENIX AREA FOR A HEART TRANSPLANT.MCA PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AND SERVICES ARE PROVIDED TO BOTH MEDICARE AND MEDICAID PATIENTS AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. CHARITY CARE IS ALSO PROVIDED FOR PATIENTS THAT ARE FINANCIALLY UNABLE TO PAY FOR SERVICES PROVIDED. IN 2010:THE COST OF CHARITY CARE PROVIDED WAS APPROXIMATELY $2,682,500. THE COST OF UNCOMPENSATED CARE PROVIDED TO LOW INCOME PATIENTS THROUGH MEDICAID WAS APPROXIMATELY $9,708,000.THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICARE WAS APPROXIMATELY $134,030,000.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp8062972TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt8062972TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev5095191TotalOfOtherProgramServiceRev
Total Program Service Expense731812176TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital1Hospital
Financial Stmt Attached1FinancialStmtAttached
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees5116NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CORPORATE TAX UNITBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5075381297TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1200 FIRST STREET SWAddressLine1
CityROCHESTERCity
StateMNState
ZIP Code55905ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (57 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
CASELLI MD RICHARD J
BOARD MEMBER40.00X421009045848
FREY MD KEITH A
CO-VICE CHAIR40.00X336760066075X
GORMAN MD R SCOTT
CO-VICE CHAIR40.00X432821070825X
KRAHN MD LOIS E
BOARD MEMBER40.00X300037071014
LYONS MD MARK K
BOARD MEMBER40.00X13872900141389
MILLER MD LAURENCE
BOARD MEMBER40.00X2310181030730
PAIGE KEVIN A
ASST. SECRETARY40.00X288672057067X
RAKELA MD JORGE
BOARD MEMBER40.00X11531860159832
STONE MD WILLIAM M
BOARD MEMBER40.00X1338817099027
THOMAS GREGORY J
SECRETARY40.00X88515309059X
TRASTEK MD VICTOR F
CHAIR40.00X37310970201364X
ZIMMERMAN MD RICHARD S
BOARD MEMBER40.00X15385390181245
BROWN MICHAEL E
ASST. SECRETARY40.00197524024198X
FROISLAND JEFFREY R
TREASURER40.00228471027440X
ANDREWS MD PAUL E
CHAIR-UROLOGY40.008779560114566X
ARABIA MD FRANCISCO A
CHAIR CARDIOTHORACIC SURGERY40.007423000101603X
COLBY MD THOMAS V
CHAIR - LAB MED DIV40.0010727770109656X
COLE MD DANIEL J
CHAIR-ANESTHESIOLOGY40.00501784075855X
EVERSMAN MD WILLIAM G
CONS-DIAGNOSTIC RAD40.0015718300128606X
FONSECA MD RAFAEL
CHAIR - CANCER CENTER COMMITTEE40.00428943071408X
FOWL MD RICHARD J
CHAIR SURGERY40.001114447084521X
HATTRUP MD STEVEN J
CHAIR-ORTHOPEDICS40.0014898690134276X
HAYDEN MD RICHARD E
CHAIR-OTORHINOLARY40.007789740119637X
HELMERS MD RICHARD A
CHAIR CLINICAL PRACTICE COMMITTEE40.007896010103999X
JOHNSON MD C DANIEL
CHAIR RADIOLOGY40.0019375710126670X
LEIGHTON MD JONATHAN A
CHAIR-DIV GI/HEPATO40.008093010111114X
MAGTIBAY MD PAUL M
CHAIR-OB/GYN40.00573592068831X
MESA MD RUBEN A
CHAIR-HEMATOL DIV40.00335450045865X
MONEY MD SAMUEL R
CHAIR-SURGERY40.00573494096591X
MUELLER MD JEFF T
VICE CHAIR - CLINICAL PRACTICE COMMITTEE40.00507659053210X
MULLIGAN MD DAVID C
CONSULTANT - TRANSPLANT SURGERY40.008434620116431X
SCHILD MD STEVEN E
CHAIR - RADIATION ONCOLOGY40.009147200102201X
SIRVEN MD JOSEPH I
CONS-CARDIOL INVASV40.00272404043117X
SWANSON MD SCOTT K
CONS-UROLOGY (SURGICAL)40.0018146540148219X
COLLINS MD JOSEPH M
CONS-DIAGNOSTIC RAD40.0015943540136278X
LANZA MD LOUIS A
SURGEON40.0016567340131277X
MAGRINA MD JAVIER F
CONS-OB/GYN40.001535217094426X
MUHM SR MD JOHN R
CONS-DIAGNOSTIC RAD40.002343776015217X
NELSON MD KENT D
CONS-DIAGNOSTIC RAD40.0015125010124424X
ANDERSON JAMES G
FORMER OFFICER40.001527866014370X
WILKENS MD JAMES A
FORMER DIRECTOR40.00592414057681X
CUMMINGS JD NANCY J
FORMER OFFICER40.00154276044521X
WEIS SHIRLEY A
FORMER SECRETARY0.0001355446323373X
BEAUCHAMP MD CHRISTOPHER P
CHAIR SURGICAL SUBCOMMITTEE40.0012613560121034X
BOUR THOMAS C
CLINICAL PRACTICE COMMITTEE40.00305328045783X
DOUGLAS MD DAVID D
CHAIR TRANSPLANTATION MEDICINE40.00655077091312X
EDWARDS MD FREDERICK D
CHAIR FAM MED DIV40.00221982041193X
FERRIGNI MD ROBERT G
FMR CHAIR UROLOGY40.0013537770136448X
FITCH MD TOM R
FMR CHAIR HEMATOLOGY/ONCONCOLOGY40.00569326070850X
KHANDHERIA MD BIJOY
FMR CHAIR CARDIOLOGY47604800X
MARLER DVM PHD RONALD J
VICE CHAIR - COLLABORATION & CAMPUS PLANNING EXECU40.00148923045893X
ROBERTS MD DANIEL L
FMR COMMITTEE - INFORMATION TECHNOLOGY COMMITTEE40.00232577027305X
SCOTT MD LUIS R P
CONS-CARDIOL INVASV40.00576619069228X
SMITH MD ANTHONY A
CONS-HAND PLASTIC SRG40.0012417320128124X
WINGERCHUK MD DEAN M
CHAIR - CLINICAL RESEARCH STUDIES OVERSIGHT SUBCOM40.00242257048385X
YOUNG-FADOK MD TONIA M
CONS-COL/RECT SRG40.00664722066300X
TAJIK MD A JAMIL
FORMER HIGHEST COMPENSATED EMPLOYEE2155708068X
FieldValueIRS element (for citing)
Total Reportable Comp From Org53522915TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1355446TotalReportableCompFrmRltdOrgs
Total Other Compensation4974979TotalOtherCompensation
Number Individuals GT100 K698NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
MAYO FOUNDATION FOR MEDICAL EDUCATION AN
200 FIRST STREET SWROCHESTERMN55905PROCUREMENT AGENT ACCOUNTS PAYABLE55447062
MAYO COLLABORATIVE SERVICES INC
200 FIRST STREET SWROCHESTERMN55905LAB SERVICES6519861
MMSI INC
200 FIRST STREET SWROCHESTERMN55905BENEFIT ADMINISTRATION SERVICE1730287
FieldValueIRS element (for citing)
Number Of Contractors GT100 K3NumberOfContractorsGT100K
Related Organizations29827701RelatedOrganizations
Government Grants19494861GovernmentGrants
All Other Contributions485250AllOtherContributions
Total Contributions49807812TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
NET PATIENT REVENUE620000800828862800672514156348
EDUCATION REVENUE61160070739737073973
RESEARCH REVENUE54170015370301537030
FieldValueIRS element (for citing)
Total Program Service Revenue809439865TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column5238001TotalRevenueColumn
Exclusion$5,238,001ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real777988Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real376963Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real401025Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column401025TotalRevenueColumn
Exclusion$401,025ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other696784Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other948276Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other-251492Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-251492TotalRevenueColumn
Exclusion-$251,492ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory854665GrossSalesOfInventory
Cost Of Goods Sold795958CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column58707TotalRevenueColumn
Exclusion$58,707ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
CAFETERIA/VENDING REVE72221049813344981334
MEDICAL DIRECTOR FEES541900117717129928$1,147,243
MISC. REVENUE90009950928172426150000$286,855

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column494340TotalRevenueColumn
Related Or Exempt Function Income41431RelatedOrExemptFunctionIncome
Unrelated Business Revenue101526UnrelatedBusinessRevenue
Exclusion$351,383ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue7162126TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column871856044TotalRevenueColumn
Related Or Exempt Function Income814378708RelatedOrExemptFunctionIncome
Unrelated Business Revenue437802UnrelatedBusinessRevenue
Exclusion$7,231,722ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total8924625Total
Program Services8924625ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total17203Total
Program Services17203ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total35641835Total
Program Services26551424ProgramServices
Management And General9090411ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total616348Total
Program Services616348ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total336661639Total
Program Services329782075ProgramServices
Management And General6879564ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total28872998Total
Program Services27636536ProgramServices
Management And General1236462ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total47710730Total
Program Services45667558ProgramServices
Management And General2043172ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total23230997Total
Program Services22236149ProgramServices
Management And General994848ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total443288Total
Program Services261876ProgramServices
Management And General181412ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total597925Total
Program Services24359ProgramServices
Management And General573566ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total86217Total
Management And General86217ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total37334Total
Management And General37334ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total96527080Total
Program Services41602403ProgramServices
Management And General54924677ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total57017Total
Program Services57017ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total145371837Total
Program Services144553382ProgramServices
Management And General818455ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total17995927Total
Program Services464126ProgramServices
Management And General17531801ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total10665182Total
Program Services6685887ProgramServices
Management And General3979295ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total4717811Total
Program Services4446695ProgramServices
Management And General271116ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total836810Total
Program Services808265ProgramServices
Management And General28545ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total7223726Total
Program Services7223726ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total35239517Total
Program Services34284640ProgramServices
Management And General954877ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total4730127Total
Program Services4730127ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
BAD DEBT2158612221586122
EMPLOYEE RELATED3076729306505611673
DUES, LIC & SUBSCR894870579837315033
UNRELATED BUSINESS INC9883298832
MISC. EXPENSE67416741

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total831869467Total
Program Services731812176ProgramServices
Management And General100057290ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY422906BOY
EOY315312EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY2772083BOY
EOY3437399EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY154379758BOY
EOY172227974EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY11043164BOY
EOY12467805EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3525066BOY
EOY2284723EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis700426660LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec298992412LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY406256382BOY
EOY401434248EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY89996483BOY
EOY111205895EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY142240524BOY
EOY105088826EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY810636366BOY
EOY808462182EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY27626029BOY
EOY31609579EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY5235642BOY
EOY6242374EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY165921974BOY
EOY165887721EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY138060582BOY
EOY142219549EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY336844227BOY
EOY345959223EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY390271717BOY
EOY367684672EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY28459685BOY
EOY34367898EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY55060737BOY
EOY60450389EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY473792139BOY
EOY462502959EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY810636366BOY
EOY808462182EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses39986577ReconcilationRevenueExpenses
Reconcilation Other Changes-51275757ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$86,217DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB86217TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierOrganizations Direct and Indirect Political Campaign Activities:Identifier
Return ReferencePart I-A, Line 1:ReturnReference
ExplanationDURING 2010, MAYO CLINIC ARIZONA OFFICIALS HAD SEVERAL MEETINGS AND CONTACTS WITH GOVERNMENT OFFICIALS, PRIMARILY FROM THE ARIZONA STATE GOVERNMENT. THESE MEETINGS INCLUDED DISCUSSIONS OF VARIOUS PROPOSALS BEFORE THE ARIZONA LEGISLATURE AND ADMINISTRATIVE MATTERS BEFORE VARIOUS STATE REGULATORY AGENCIES. THESE MEETINGS WERE PRIMARILY HELD IN PHOENIX, ARIZONA. MAYO ALSO HAS PHYSICIAN MEMBERSHIP IN THE ARIZONA MEDICAL ASSOCIATION WHICH ADVOCATES ON BEHALF OF PHYSICIANS BEFORE THE ARIZONA LEGISLATURE. MAYO HAS ON OCCASION CORRESPONDED WITH ELECTED REPRESENTATIVES AND GOVERNMENT OFFICIALS OUTLINING MAYO'S CONCERNS AND RECOMMENDATIONS ON VARIOUS HEALTH CARE INITIATIVES AND PROPOSALS. MOST OFTEN, THE FOCUS OF THESE CONTACTS WAS TO DISCUSS PRINCIPLES OF HEALTH CARE LEGISLATION RATHER THAN TO INFLUENCE SPECIFIC PROPOSED LEGISLATION. THE MAJORITY OF THESE ACTIVITIES WERE CONDUCTED BY REGISTERED LOBBYISTS. FEES PAID TO REGISTERED LOBBYISTS FOR THESE ACTIVITIES TOTALED APPROXIMATELY $ 86,200 IN 2010. EMPLOYEES AND REPRESENTATIVES OF MAYO CLINIC ARIZONA HAVE ALSO CORRESPONDED, HELD MEETINGS AND TESTIFIED BEFORE LEGISLATORS AND LEGISLATIVE COMMITTEES AT THE REQUEST OF LEGISLATORS WHEN PARTICULAR EXPERTISE IN CERTAIN AREAS WAS REQUIRED. MAYO ALSO OCCASIONALLY HOSTS VISITS TO THE ARIZONA CAMPUS FOR POLICY MAKERS AND ELECTED OFFICIALS WHEN CERTAIN PROCEDURES AND UNIQUE ASPECTS OF MAYO CLINIC ARIZONA'S OPERATIONS MAY HAVE A USEFUL BEARING ON PUBLIC POLICY OR THE PROVISION OF PUBLIC SERVICES. MAYO MAY ALSO DEAL WITH MEMBERS OF GOVERNMENT ON A LESS REGULAR BASIS WHEN MAKING EFFORTS TO MEET CERTAIN REGULATORY REQUIREMENTS IMPOSED BY LOCAL, STATE AND FEDERAL LAW AND RULE. THESE AREAS MAY INCLUDE EDUCATION AND RESEARCH ACTIVITIES, PHYSICIAN LICENSURE, TAX STATUS, LICENSING OF REGULATED ACTIVITIES, REAL ESTATE AND GROWTH MANAGEMENT ISSUES, ZONING, PUBLIC WORKS AND OTHER ISSUES COMMON IN THE COURSE OF PROVIDING SERVICES TO OUR PATIENTS AND FULFILLING OUR EDUCATIONAL AND RESEARCH OBLIGATIONS. WE BELIEVE THAT THESE INFORMAL MEETINGS DO NOT CONSTITUTE ATTEMPTS TO INFLUENCE SPECIFIC LEGISLATION AS CONTEMPLATED BY THESE QUESTIONS.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance78878899BeginningOfYearBalance
Contributions6363685Contributions
Investment Earnings Or Losses2273769InvestmentEarningsOrLosses
Other Expenditures13134043OtherExpenditures
End Of Year Balance74382310EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance61564610BeginningOfYearBalance
Contributions14581267Contributions
Investment Earnings Or Losses7145826InvestmentEarningsOrLosses
Other Expenditures4412804OtherExpenditures
End Of Year Balance78878899EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance54838279BeginningOfYearBalance
Contributions18012266Contributions
Investment Earnings Or Losses-10127024InvestmentEarningsOrLosses
Other Expenditures1158911OtherExpenditures
End Of Year Balance61564610EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.31880BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.68120PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis28838394OtherCostOrOtherBasis
Book Value28838394BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis473362965OtherCostOrOtherBasis
Depreciation148305655Depreciation
Book Value325057310BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis198225301OtherCostOrOtherBasis
Depreciation150686757Depreciation
Book Value47538544BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings401434248TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionMAYO CLINIC INVESTMENT POOLDescription
Book Value111205895BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities111205895TotalOfBookValueSecurities

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
DUE FROM AFFILIATES62310998
INTEREST IN NET ASSETS OF MAYO CLINIC18838825
DEFERRED COMPENSATION23939003
FieldValueIRS element (for citing)
Total Book Value Other Assets105088826TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
DEFERRED COMPENSATION RESERVE$23,939,003
FINANCING OBLIGATION ON LEASED BLDG$26,046,079
DUE TO AFFILIATES$92,234,467
FieldValueIRS element (for citing)
Total Of Amounts142219549TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Part III, Line 1a:THE ORGANIZATION 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 THE CLINIC'S PATIENTS. IT IS THE CLINIC'S POLICY TO NEITHER CAPITALIZE CONTRIBUTED WORKS OF ART NOR RECORD THE RELATED CONTRIBUTION REVENUE.
Part III, Line 4:WORKS OF ART DISPLAYED ACROSS THE CAMPUS PROVIDE BEAUTY, PRESERVATION OF HERITAGE AND RESPECT FOR THE DIVERSITY OF PATIENTS, VISITORS AND STAFF.
Part V, Line 4:THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR RESEARCH AND EDUCATION PROGRAMS.Description of Intended Use of Endowment Funds:
Part X:AT DECEMBER 31, 2010 AND 2009, THE LIABILITY FOR UNRECOGNIZED TAX BENEFITS FOR THE FILING ORGANIZATION WAS $3,605 AND $18,276, RESPECTIVELY. FIN 48 FOOTNOTE FROM MAYO CLINIC ("THE CLINIC") CONSOLIDATED AUDIT WHICH IS DENOMINATED IN $MILLIONS: 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 A FEW FOREIGN JURISDICTIONS. THE STATUTES OF LIMITATIONS FOR TAX YEARS 2007 THROUGH 2009 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 2007 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) IS PERFORMING 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, TWO REMAINING ENTITIES HAVE EXTENDED THE STATUTES OF LIMITATIONS FOR 2005 AND 2006 UNTIL JUNE 30, 2011. AS OF DECEMBER 31, 2010, 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, 2010 AND 2009, THE LIABILITY FOR UNRECOGNIZED TAX BENEFITS WAS $0.2 AND $16.3, RESPECTIVELY. THE 2010 DECREASE WAS PRIMARILY RELATED TO INTERCOMPANY TRANSFER PRICING METHODOLOGY CHALLENGED BY THE IRS AND SETTLED, WHICH ALSO RESULTED IN A DECREASE TO AN OFFSETTING DEFERRED TAX ASSET. IT IS REASONABLY POSSIBLE THAT UNRECOGNIZED BENEFITS WILL DECREASE BY APPROXIMATELY $0.2 IN THE NEXT 12 MONTHS DUE TO EXPIRING STATUTES OF LIMITATIONS OR SETTLEMENT WITH THE IRS.Description of Uncertain Tax Positions Under FIN 48:

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
EUROPE (INCLUDING ICELAND AND GREENLAND)01PROGRAM SERVICESPATIENT CARE
MIDDLE EAST AND NORTH AFRICA01PROGRAM SERVICESPATIENT CARE
Central America and the Caribbean010TRAVEL FOR INTERNATIONAL CONFERENCE8437
East Asia and the Pacific036TRAVEL FOR INTERNATIONAL CONFERENCE37608
Europe (Including Iceland & Greenland)0122TRAVEL FOR INTERNATIONAL CONFERENCE78324
Middle East and North Africa01TRAVEL FOR INTERNATIONAL CONFERENCE1339
North America091TRAVEL FOR INTERNATIONAL CONFERENCE89605
South Asia017TRAVEL FOR INTERNATIONAL CONFERENCE5245
Sub-Saharan Africa05TRAVEL FOR INTERNATIONAL CONFERENCE7140
FieldValueIRS element (for citing)
Subtotal Number Of Employees279SubtotalNumberOfEmployees
Cont Number Of Employees5ContNumberOfEmployees
Total Number Of Employees284TotalNumberOfEmployees
Subtotal Amount Spent220558SubtotalAmountSpent
Cont Amount Spent7140ContAmountSpent
Total Amount Spent227698TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
North AmericaCONDUCT RESEARCH11028CHECK, ELECTRONIC FUND, OR WIRE TRANSFER
North America - Canada and Mexico, butCONDUCT RESEARCH6175CHECK, ELECTRONIC FUND, OR WIRE TRANSFER
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs1TotalNumberOf501c3Orgs
Total Number Of Other Orgs1TotalNumberOfOtherOrgs
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifierExplanationExplanation
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 THE FILING ORGANIZATION AS PRESCRIBED IN OMB CIRCULAR A-133. SEE ALSO SCHEDULE I, PART IV FOR ADDITIONAL INFORMATION ON PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AS THE SAME PROCEDURES APPLY TO DOMESTIC AND FOREIGN GRANTS. GENERAL INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES IS REPORTED BASED ON WHERE VENDOR PAYMENTS WERE REMITTED. OUR CURRENT REPORTING SYSTEM DOES NOT TRACK ACTIVITIES OUTSIDE THE UNITED STATES BY LOCATION OF SERVICE.
Method Used to Acccount for Expenditures:Schedule F, Part I, Line 3: ACCRUAL METHOD

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care Policy1CharityCarePolicy
Written Policy1WrittenPolicy
FPG Reference Free Care1FPGReferenceFreeCare
Pcent200XPcent200
FPG Reference Discounted Care1FPGReferenceDiscountedCare
Pcent400XPcent400
Free Disc Care Medically Indigent1FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care0AmountsBudgetedForCharityCare
Annual Community Benefit Report1AnnualCommunityBenefitReport
Report Publically Available1ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense2682469TotalCommunityBenefitExpense
Net Community Benefit Expense2682469NetCommunityBenefitExpense
Percent Of Total Expense0.00330PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense19033032TotalCommunityBenefitExpense
Direct Offsetting Revenue9324990DirectOffsettingRevenue
Net Community Benefit Expense9708042NetCommunityBenefitExpense
Percent Of Total Expense0.01200PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense21715501TotalCommunityBenefitExpense
Direct Offsetting Revenue9324990DirectOffsettingRevenue
Net Community Benefit Expense12390511NetCommunityBenefitExpense
Percent Of Total Expense0.01530PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense24562967TotalCommunityBenefitExpense
Direct Offsetting Revenue5699100DirectOffsettingRevenue
Net Community Benefit Expense18863867NetCommunityBenefitExpense
Percent Of Total Expense0.02330PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense47620119TotalCommunityBenefitExpense
Direct Offsetting Revenue18336136DirectOffsettingRevenue
Net Community Benefit Expense29283983NetCommunityBenefitExpense
Percent Of Total Expense0.03610PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense38396107TotalCommunityBenefitExpense
Direct Offsetting Revenue1537030DirectOffsettingRevenue
Net Community Benefit Expense36859077NetCommunityBenefitExpense
Percent Of Total Expense0.04550PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense1401368TotalCommunityBenefitExpense
Net Community Benefit Expense1401368NetCommunityBenefitExpense
Percent Of Total Expense0.00170PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense111980561TotalCommunityBenefitExpense
Direct Offsetting Revenue25572266DirectOffsettingRevenue
Net Community Benefit Expense86408295NetCommunityBenefitExpense
Percent Of Total Expense0.10660PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense133696062TotalCommunityBenefitExpense
Direct Offsetting Revenue34897256DirectOffsettingRevenue
Net Community Benefit Expense98798806NetCommunityBenefitExpense
Percent Of Total Expense0.12190PercentOfTotalExpense

Other Other

FieldValueIRS element (for citing)
Total Community Building Expense16600TotalCommunityBuildingExpense
Net Community Building Expense16600NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Total Total

FieldValueIRS element (for citing)
Total Community Building Expense16600TotalCommunityBuildingExpense
Net Community Building Expense16600NetCommunityBuildingExpense
FieldValueIRS element (for citing)
Bad Debt Expense Reported0BadDebtExpenseReported
Bad Debt Expense$9,156,688BadDebtExpenseAmount
Amount Reimbursed By Medicare122145530AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare144650246CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-22504716MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
OtherXOther
FieldValueIRS element (for citing)
Written Debt Collection Policy1WrittenDebtCollectionPolicy
Provision For Charity Care1ProvisionForCharityCare
Number Of Hospital Facilities1NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

FieldValueIRS element (for citing)
Facility Number2FacilityNumber

Name Name

FieldValueIRS element (for citing)
Business Name Line1MAYO CLINIC HOSPITALBusinessNameLine1

Address Address

FieldValueIRS element (for citing)
Address Line15777 EAST MAYO BOULEVARDAddressLine1
CityPHOENIXCity
StateAZState
ZIP Code85054ZIPCode
FieldValueIRS element (for citing)
Licensed HospitalXLicensedHospital
General Medical And SurgicalXGeneralMedicalAndSurgical
Teaching HospitalXTeachingHospital
Er24 HoursXEr24Hours
OtherPHARMACY/REHABOther

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1NOT REQUIREDBusinessNameLine1
FieldValueIRS element (for citing)
Hospital Facility Number1HospitalFacilityNumber

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

FieldValueIRS element (for citing)
Number Of Other Facilities3NumberOfOtherFacilities

Other Facilities OtherFacilities (3 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeFacility TypeFacilityType
MAYO CLINIC SCOTTSDALE CAMPUS
13400 EAST SHEA BOULEVARDSCOTTSDALEAZ85259RESEARCH FACILITY/CLINIC/PHARMACY
MAYO CLINIC FAMILY MEDICINE - THUNDERBIR
13737 NORTH 92ND STREETSCOTTSDALEAZ85260CLINIC
MAYO CLINIC FAMILY MEDICINE - ARROWHEAD
20199 NORTH 75TH AVENUEGLENDALEAZ85308CLINIC

Form990 Schedule H Part VI Form990ScheduleHPartVI (14 entries)

ExplanationExplanation
Part I, Line 6a: THE ANNUAL REPORT FOR THE FILING ORGANIZATION 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 (CHARITY CARE, 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 WOULD NOT BE BASED ON A COST-TO-CHARGE RATIO.
Part I, Line 7g: THE FOLLOWING COSTS ATTRIBUTED TO PHYSICIAN CLINICS ARE INCLUDED AS SUBSIDIZED HEALTH SERVICES $17,466,489.
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 $ 21586122.
Part II: MCA IS A NOT-FOR-PROFIT ORGANIZATION WITH THE PRIMARY MISSION OF PATIENT CARE. AS A PRIVATE TRUST FOR THE PUBLIC GOOD, MCA IS DEDICATED TO GIVING BACK TO THE COMMUNITIES IN WHICH ITS EMPLOYEES LIVE AND WORK. MCA INVESTS RESOURCES RESPONSIBLY TOPRODUCE THE BEST OUTCOMES FOR PATIENT CARE, EDUCATION, RESEARCH, COMMUNITY ENRICHMENT AND SUSTAINABILITY. THROUGH ITS OFFICE OF COMMUNITY RELATIONS, MCA PARTNERS WITH OTHERS TO ENSURE THAT:- OUR COMMUNITY IS A WELCOMING, HEALTHY ENVIRONMENT- OUR COMMUNITY IS AN ENVIRONMENT THAT ATTRACTS AND SUSTAINS A DIVERSE WORKFORCE TO DELIVER THE BEST PATIENT CAREMCA CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT FOR NEW AND ONGOING PROGRAMS WITHIN ALL AREAS SUPPORTING THE ABOVE GOALS, SUCH AS BASIC HUMAN SERVICES, EDUCATION AND WORKFORCE DEVELOPMENT, YOUTH AND ELDERLY ENRICHMENT OPPORTUNITIES, THE ARTS AND CULTURAL ENRICHMENT, DIVERSITY AND OTHERS. CAPITAL CAMPAIGNS AND MULTI-YEAR GRANTS ARECONSIDERED AS FINANCIAL RESOURCES ALLOW. PRIORITY IS GIVEN TO PROJECTS THAT DEMONSTRATE ONE OR MORE OF THE FOLLOWING:- ADDRESS SIGNIFICANT AND EMERGENT NEEDS WITHIN OUR COMMUNITY (EDUCATION AND WORKFORCE DEVELOPMENT, AFFORDABLE AND ACCESSIBLE COMMUNITY RESOURCES,DIVERSITY)- ENHANCE MCA'S CAPACITY TO MEET ITS MISSION- IMPROVE HEALTH OF INDIVIDUALS IN COMMUNITIES- ENABLE LONG-TERM CAPACITY BUILDING AND SUSTAINABILITY- DEMONSTRATE PARTNERSHIP BUILDING AND COLLABORATION
Part III, Line 4: THE FILING ORGANIZATION REPORTS BAD DEBT IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT 15 IS FOLLOWED TO THE EXTENT THAT IT ALIGNS WITH THE GUIDELINES SET FORTH BY GAAP.FROM CONSOLIDATED 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.BAD DEBT EXPENSE AT COST IS DETERMINED USING THE SAME COST-TO-CHARGE RATIO THAT IS USED TO CALCULATE FINANCIAL ASSISTANCE AND MEDICAID SHORTFALL. DISCOUNTS AND ALLOWANCES ARE ACCOUNTED FOR SEPARATELY FROM BAD DEBT EXPENSE.
Part III, Line 8: THE METHODOLOGY DESCRIBED IN THE INSTRUCTIONS TO SCHEDULE H, PART III, SECTION B, LINE 6 DOES NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE HOSPITAL AND DOES NOT REPRESENT THE TOTAL COMMUNITY BENEFIT CONFERRED IN THIS AREA. THE MEDICARE SHORTFALL REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT (USING A MEDICARE COST REPORT STEP-DOWN METHODOLOGY). HOWEVER, USING A FINANCIAL STATEMENT COST-TO-CHARGE RATIO METHODOLOGY ACTUALLY RESULTS IN A MEDICARE SHORTFALL OF $134,030,000 AS REPORTED IN THE CORE FORM, PART III, PROGRAM SERVICE ACCOMPLISHMENTS.THE MOST COMMON REASONS FOR A DIFFERENCE BETWEEN THE MEDICARE SHORTFALL REPORTED ON SCHEDULE H AND THE MEDICARE SHORTFALL REPORTED ON THE CORE FORM, PART III INCLUDE: (1) INCLUSION OF MEDICARE ADVANTAGE REVENUE AND EXPENSES; (2) INCLUSION OF PART B REVENUE AND EXPENSES; (3) INCLUSION OF OTHER FEE SCHEDULE REVENUE; AND (4) SOME TIMING ISSUES.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 CHARITY CARE 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 CHARITY CARE AND OTHER COMMUNITY BENEFIT NEEDS.
Part III, Line 9b: MAYO CLINIC ARIZONA IS AN AFFILATE OF MAYO CLINIC. 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 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. 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.
PART VI LINE 8: 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 TO THE ARIZONA HOSPITAL AND HEALTHCARE ASSOCIATION.
Part VI, Line 2: MCA WORKS COLLABORATIVELY, THROUGH COMMON GOVERNANCE, WITH ITS AFFILIATED ENTITIES (MAYO CLINIC HOSPITAL, THUNDERBIRD FAMILY PRACTICE & WOMEN'S HEALTH CLINIC AND THE ARROWHEAD FAMILY PRACTICE CLINIC) TO MEET A SEGMENT OF THE HEALTH CARE NEEDS OF THE LOCAL MARICOPA COUNTY COMMUNITY OF APPROXIMATELY 3.5 MILLION RESIDENTS. IN ADDITION, MCA IS PART OF A MULTI-ENTITY, INTEGRATED HEALTHCARE ORGANIZATION THAT WORKS TOGETHER TO MEET THE HEALTH CARE NEEDS OF BROADER REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIES. THESE ENTITIES ARE COLLECTIVELY REFERRED TO AS "MAYO CLINIC" FOR PURPOSES OF THIS DESCRIPTION. LOCAL MARICOPA COUNTY COMMUNITYMCA'S EFFORTS TO ASSESS THE HEALTH CARE NEEDS OF THE LOCAL MARICOPA COUNTY COMMUNITY REST ON FOUR GUIDING PRINCIPLES DEVELOPED IN CONJUNCTION WITH COMMUNITY PARTNERS AND AFFIRMED BY MCA LEADERSHIP:1. HEALTH IS VALUED BY BOTH THE COMMUNITY AND MCA.2. "HEALTH" IS DETERMINED BY BOTH MEDICAL AND NON-MEDICAL (E.G., SOCIAL AND BEHAVIORAL) FACTORS AND BOTH CATEGORIES OF FACTORS MUST BE ADDRESSED.3. MCA IS COMMITTED TO PRODUCING MEASURABLE IMPROVEMENTS IN THE HEALTH OF MARICOPA COUNTY RESIDENTS, AND BEYOND.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", MCA'S APPROACH TO ASSESS THE NEEDS OF THE COMMUNITY IS ORGANIZED INTO TWO MAIN FUNCTIONS: 1) MECHANISMS TO ENGAGE AND UTILIZE INPUT FROM THE COMMUNITY AND 2) MECHANISMS TO SUPPORT AND COORDINATE INITIATIVES WITHIN MCA.TO ENGAGE AND UTILIZE INPUT FROM THE COMMUNITY, MCA REVIEWS COMMUNITY NEEDS ASSESSMENTS CONDUCTED BY THE GREATER PHOENIX UNITED WAY, THE MARICOPA COUNTY PUBLIC HEALTH DEPARTMENT, THE SOCIETY OF ST. VINCENT DE PAUL AND OTHER COMMUNITY ORGANIZATIONS. IN ADDITION, MCA PROVIDES SHARED CLINICAL CARE AND ADMINISTRATIVE LEADERSHIP FOR MARICOPA COUNTY INTEGRATED HEALTH SYSTEM. MARICOPA COUNTY INTEGRATED HEALTH SYSTEM IS THE MAJOR MARICOPA COUNTY HOSPITAL, SERVING DIVERSE POPULATIONS BOTH ETHNICALLY AND SOCIOECONOMICALLY. IN ADDITION, MCA PROVIDES CLINICAL CARE SUPPORT FOR MULTIPLE HOSPITALS AND CLINICS IN THE VALLEY INCLUDING, BUT NOT LIMITED TO, PHOENIX CHILDREN'S HOSPITAL, PHOENIX INDIAN MEDICAL CENTER, AND MOUNTAIN PARK COMMUNITY HEALTH CLINIC. THESE ORGANIZATIONS WORK TO IDENTIFY AND ADDRESS THE ISSUES OF HEALTH, AND CARE FOR ALL PEOPLE IN MARICOPA COUNTY WITH SPECIAL EMPHASIS ON DIVERSE AND UNDER-RESOURCED POPULATIONS. PRIORITIES ARE ESTABLISHED BASED ON REVIEW OF COMMUNITY-WIDE NEEDS, AN ANALYSIS OF EXISTING HEALTH CARE SERVICES AND BY IDENTIFYING STRATEGIES AND INITIATIVES TO CLOSE HEALTH GAPS. THE PLANNING PROCESS FOR COMMUNITY NEEDS AFFILIATIONS ARE THROUGH MEMORANDUMS OF UNDERSTANDING, BOARD MEMBERSHIP AND COMMUNITY MEETINGS BETWEEN THE COMMUNITY HEALTH AND CARE RESOURCES, AND MCA. THE INFORMATION IN THESE ASSESSMENTS IS USED TO DETERMINE HEALTH CARE SERVICES AVAILABLE, AND TO IDENTIFY GAPS THAT CAN BE APPROPRIATELY ALIGNED AND ADDRESSED IN MCA'S RESPONSE TO THE HEALTH CARE NEEDS OF THE COMMUNITY. WITHIN MCA, COORDINATION OF COMMUNITY ENGAGEMENT INITIATIVES ARE ACCOMPLISHED THROUGH MCA'S EDUCATION COMMITTEE, DIVISION OF CONTINUING MEDICAL EDUCATION, OFFICE FOR PUBLIC AFFAIRS, CLINICAL PRACTICE COMMITTEE, COMMUNITY & BUSINESS RELATIONS WORK GROUP, GUIDED BY MCA EXECUTIVE OPERATIONS TEAM. THESE GROUPS ENSURE THE GUIDING PRINCIPLES ARE FOLLOWED AND FACILITATE COMMUNITY ACCESS TO AND PARTICIPATION IN MCA PATIENT CARE ACTIVITIES AND COMMUNITY OUTREACH INITIATIVES. THE MCA COMMUNITY & BUSINESS RELATIONS WORK GROUP (C&BRWG) INCLUDES THE DIRECTOR OF COMMUNITY AFFAIRS SO THAT THE VOICE OF THE COMMUNITY IS HEARD. THE C&BRWG REPORTS DIRECTLY TO MCA'S EXECUTIVE OPERATIONS TEAM. THE ROLES OF THE C&BRWG ARE TO FORMULATE AND MONITOR IMPLEMENTATION OF OVERALL MCA COMMUNITY ENGAGEMENT STRATEGIES AND TO FOSTER THE DEVELOPMENT OF LONG-TERM, BI-DIRECTIONAL, MUTUALLY BENEFICIAL RELATIONSHIPS BETWEEN MCA AND THE LOCAL MARICOPA COUNTY COMMUNITY. THE C&BRWG MEETS MONTHLY AND HAS REGULAR SCHEDULED REPORTS TO INSTITUTIONAL GOVERNANCE COMMITTEES, AND PERIODIC UPDATES TO THE PRESIDENT AND CEO OF MCA.FROM A RESEARCH PERSPECTIVE MCA IS ACTIVELY ENGAGED IN CLINICALLY BASED RESEARCH AND PARTNERS WITH MULTIPLE ENTITIES AT ARIZONA STATE UNIVERSITY (ASU), AND THE ASU SOUTHWEST INTERDISCIPLINARY RESEARCH CENTER. THE SOUTHWEST INTERDISCIPLINARY RESEARCH CENTER (SIRC) IS AN EXPLORATORY CENTER OF EXCELLENCE CONDUCTING TRANS-DISCIPLINARY MINORITY HEALTH AND HEALTH DISPARITIES RESEARCH, TRAINING AND COMMUNITY OUTREACH.REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIESIN ADDITION TO ITS PRINCIPAL CLINICAL AND HOSPITAL FACILITIES IN: ROCHESTER, MINNESOTA, SCOTTSDALE/ PHOENIX, ARIZONA AND JACKSONVILLE, FLORIDA, MAYO CLINIC HAS A NETWORK OF COMMUNITY BASED HEALTH CARE PROVIDERS IN OVER 70 COMMUNITIES THROUGHOUT SOUTHERN MINNESOTA, NORTHERN IOWA AND WEST CENTRAL WISCONSIN. MAYO CLINIC SUPPORTS AND COORDINATES EFFORTS TO IMPROVE THE HEALTH AND WELL BEING WITHIN EACH OF THE COMMUNITIES IT SERVES AS WELL AS CONDUCTING MEDICAL EDUCATION AND RESEARCH ACTIVITIES TO ADVANCE THE SCIENCE OF MEDICINE TO BENEFIT A BROAD RANGE OF REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIES.
Part VI, Line 3: CHARITY CARE EDUCATIONAL MATERIALS PROVIDE CONTACT NUMBERS AND LOCATIONS TO OBTAIN MORE INFORMATION ON THE PROGRAMS AVAILABLE TO MCA PATIENTS. PATIENTS AND/OR THEIR PROVIDERS CAN REQUEST CHARITY CARE EVALUATIONS PRIOR TO THEIR SERVICES, DURING THEIR CARE, OR AFTER SERVICES HAVE BEEN RECEIVED. MCA INFORMS PATIENTS OF CHARITY CARE PROGRAMS THROUGH A NUMBER OF DIFFERENT MECHANISMS:* ON-LINE - MCA PROVIDES THE MCA CHARITY POLICY ON THE MCA WEB SITE.* VIA PAPER - MCA CHARITY POLICY BROCHURES ARE AVAILABLE IN ALL OUTPATIENT AND INPATIENT LOCATIONS AS WELL AS ON PATIENT BILLING STATEMENTS.* IN PERSON - CHARITY CARE OPTIONS ARE DISCUSSED WITH FINANCIAL COUNSELORS DURING THE ADMISSIONS INTERVIEW PROCESS OR AT THE PATIENT'S REQUEST DURING THEIR EPISODE OF CARE.* VIA PHONE - CHARITY CARE MAY BE INITIATED THROUGH MCA CUSTOMER SERVICE CALL CENTER SHOULD THE NEED ARISE.
Part VI, Line 4: MCA IS LOCATED IN THE GREATER PHOENIX METROPOLITAN AREA. THE OUTPATIENT CLINIC IS IN THE NORTHEAST QUADRANT OF SCOTTSDALE, AZ. THE MCA INPATIENT HOSPITAL IS LOCATED IN NORTH PHOENIX, APPROXIMATELY 13 MILES NORTHWEST OF THE SCOTTSDALE LOCATION. BOTH PHOENIX AND SCOTTSDALE ARE MORE URBAN AND SUBURBAN COMMUNITIES. HOWEVER, MCA RESIDES IN MARICOPA COUNTY - THE LARGEST COUNTY IN THE STATE AND 4TH LARGEST IN THE UNITED STATES. IN ADDITION TO LARGE METROPOLITAN, URBAN AND SUBURBAN COMMUNITIES, IT ALSO HAS A LARGER SERVICE DELIVERY AREA OF RURAL AND FARM COMMUNITIES. MARICOPA COUNTY HAS AN ESTIMATED POPULATION OF NEARLY 4 MILLION.POPULATION: IN 2006-2008, MARICOPA COUNTY HAD A TOTAL POPULATION OF 3.9 MILLION - 1.9 MILLION (50 PERCENT) FEMALES AND 1.9 MILLION (50 PERCENT) MALES. THE MEDIAN AGE WAS 33.9 YEARS. TWENTY-SEVEN PERCENT OF THE POPULATION WAS UNDER 18 YEARS AND 11 PERCENT WAS 65 YEARS AND OLDER.INCOME: THE MEDIAN INCOME OF HOUSEHOLDS IN MARICOPA COUNTY WAS $56,555. EIGHTY-TWO PERCENT OF THE HOUSEHOLDS RECEIVED EARNINGS AND 16 PERCENT RECEIVED RETIREMENT INCOME OTHER THAN SOCIAL SECURITY. TWENTY-FIVE PERCENT OF THE HOUSEHOLDS RECEIVED SOCIAL SECURITY. THE AVERAGE INCOME FROM SOCIAL SECURITY WAS $15,837. THESE INCOME SOURCES ARE NOT MUTUALLY EXCLUSIVE; THAT IS, SOME HOUSEHOLDS RECEIVED INCOME FROM MORE THAN ONE SOURCE. POVERTY AND PARTICIPATION IN GOVERNMENT PROGRAMS: IN 2006-2008, 13 PERCENT OF PEOPLE WERE IN POVERTY. EIGHTEEN PERCENT OF RELATED CHILDREN UNDER 18 WERE BELOW THE POVERTY LEVEL, COMPARED WITH 8 PERCENT OF PEOPLE 65 YEARS OLD AND OVER. NINE PERCENT OF ALL FAMILIES AND 25 PERCENT OF FAMILIES WITH A FEMALE HOUSEHOLDER AND NO HUSBAND PRESENT HAD INCOMES BELOW THE POVERTY LEVEL. THE EXPONENTIAL POPULATION GROWTH OF MARICOPA COUNTY IN THE 80'S AND 90'S WAS DUE IN PART TO VARYING INDUSTRIES WHO CHOSE ARIZONA AS THEIR CORPORATE HEADQUARTERS FOR THE CLIMATE, LOW COST OF LIVING AND HOUSING, LOCATION AND PROXIMITY TO MANY LARGER BUSINESS COMMUNITIES, AND A WORKFORCE BASE TO SUPPORT THEIR INDUSTRY. THIS PERIOD ATTRACTED BOTH YOUNG UPWARDLY MOBILE PROFESSIONALS, AND YOUNG FAMILIES. HOWEVER, THE HEALTHCARE COMMUNITY DID NOT GROW AS RAPIDLY AS THE SURGE IN POPULATION FOR MARICOPA COUNTY. AT THE TIME, THE CONSTRUCTION OF THE MAYO CLINIC HOSPITAL IN 1998 WAS THE FIRST HOSPITAL BUILT IN MARICOPA IN 20 YEARS. SINCE THAT TIME THE HEALTHCARE COMMUNITY HAS BEEN TRYING TO CATCH UP WITH ADDITIONAL HOSPITALS BEING BUILT TO MAINTAIN THE MEDICAL HEALTH OF THE MARICOPA COUNTY COMMUNITIES. MCA IS A SPECIALTY REFERRAL CENTER AND HAS AN ANNUAL PATIENT POPULATION OF GREATER THAN 100,000 PATIENTS PER YEAR. THIS SPECIALTY REFERRAL CENTER MODEL MAKES THE SERVICE DELIVERY AREA QUITE BROAD. EVERY STATE IN THE UNION IS REPRESENTED IN THE MAYO CLINIC PATIENT POPULATION. HOWEVER, MORE THAN 60 PERCENT OF THE MCA PATIENT POPULATION IS REFERRED FROM THE LOCAL COUNTY. THE PHOENIX METROPOLITAN AREA HAS A UNIQUE DEMOGRAPHIC COMPOSITION. ARIZONA HAS ONE OF THE LARGEST AMERICAN INDIAN POPULATIONS IN THE UNITED STATES. WHILE THE PERCENTAGE OF THE DEMOGRAPHIC POPULATION OF AMERICAN INDIANS IS ONLY SLIGHTLY HIGHER THAN TWO PERCENT IN AZ, THE PROPORTION OF TOTAL AMERICAN INDIANS IN THE COUNTRY THAT RESIDE IN ARIZONA IS A LARGE PERCENTAGE OF THE TOTAL POPULATION. ARIZONA HAS 17 MAJOR TRIBES THROUGHOUT THE STATE. PROVISIONS FOR HEALTHCARE ON AMERICAN INDIAN LAND ARE OFTEN THROUGH THE BUREAU OF INDIAN AFFAIRS COMBINED WITH SPECIALTY CARE REFERRAL TO OTHER MEDICAL FACILITIES WITHIN THEIR SERVICE DELIVERY AREA. THERE ARE ALSO TRIBES THAT HAVE OPTED OUT OF THE FEDERALLY FUNDED MEDICAL CARE. THOSE TRIBES HAVE DIRECT ACCESS TO HEALTHCARE PROVIDERS IN THEIR SERVICE DELIVERY AREA. IN ADDITION TO THE AMERICAN INDIAN POPULATION, NEARLY 25 PERCENT OF THE POPULATION OF MARICOPA COUNTY IS LATINO, LARGELY MEXICAN. THIS IS DUE TO ARIZONA'S CLOSE PROXIMITY TO THE MEXICO BORDER. THE UNDOCUMENTED POPULATION IS MORE DIFFICULT TO DETERMINE, BUT IT IS ESTIMATED THAT ARIZONA HAS THE LARGEST POPULATION OF MEXICAN UNDOCUMENTED IMMIGRANTS. IT IS SUGGESTED THAT THIS POPULATION CREATES AN ADDITIONAL FINANCIAL BURDEN ON HEALTHCARE INSTITUTIONS, PARTICULARLY HOSPITAL EMERGENCY ROOMS AND TO THE COST OF STATE MEDICAID. THE REMAINING TAPESTRY OF AZ IS DIVERSE BOTH IN ETHNIC MAKE-UP AS WELL AS AGE DEMOGRAPHIC.
Part VI, Line 6: THE FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. 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 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 BODY: THE 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, EXPERIENCE, AND OTHER CRITERIA ESTABLISHED BY THE INDEPENDENT NOMINATING COMMITTEE OF THE BOARD OF TRUSTEES. AREAS OF EXPERTISE AND EXPERIENCE INCLUDE SUCH AREAS AS HEALTH CARE POLICY, RESEARCH, EDUCATION, BUSINESS, AND GOVERNMENT. THE FILING ORGANIZATION, WHICH IS CONTROLLED BY MAYO CLINIC, RELIES ON THE COMMUNITY REPRESENTATION OF THE MAYO CLINIC BOARD OF TRUSTEES TO FULFILL THIS REQUIREMENT. SEVERAL OF MAYO CLINIC'S HOSPITAL ENTITIES HAVE OBTAINED LETTER RULINGS APPROVING A STAFF MODEL IN WHICH ONLY MAYO CLINIC EMPLOYED PHYSICIANS ARE GIVEN STAFF PRIVILEGES IN ORDER TO MAINTAIN STANDARD METHODS OF PRACTICE AND PROTOCOLS. FOR THOSE ENTITIES, THE PHYSICIANS ARE SALARIED EMPLOYEES AND THUS THE ISSUE OF PRIVATE INUREMENT AND PRIVATE BENEFIT ADDRESSED BY THE OPEN STAFF REQUIREMENT ARE OTHERWISE ADDRESSED. THE FILING ORGANIZATION IS ONE OF THE ENTITIES WHICH OPERATES BASED ON THE CLOSED STAFF MODEL. EMERGENCY ROOM: THE FILING ORGANIZATION MAINTAINS AN EMERGENCY ROOM 24 HOURS A DAY, 7 DAYS A WEEK, WHICH IS OPEN TO ALL WITHOUT REGARD TO THE ABILITY TO PAY.
Part VI, Line 7: THIS ORGANIZATION IS PART OF A GROUP OF HEALTHCARE ENTITIES AFFILIATED WITH MAYO CLINIC. MAYO CLINIC IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT GROUP PRACTICE IN THE WORLD. 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." MORE THAN 3,700 PHYSICIANS, SCIENTISTS AND RESEARCHERS AND 49,000 ALLIED HEALTH STAFF WORK AT MAYO CLINIC, WHICH HAS SITES IN ROCHESTER, MINNESOTA, JACKSONVILLE, FLORIDA, AND SCOTTSDALE/PHOENIX, ARIZONA, AS WELL AS A REGIONAL NETWORK OF HOSPITALS AND CLINICS IN MINNESOTA, WISCONSIN, AND IOWA. COLLECTIVELY, MORE THAN HALF A MILLION PEOPLE ARE TREATED EACH YEAR.SPECIFICALLY, THE FILING ORGANIZATION PROVIDES MEDICAL EDUCATION, RESEARCH, HOSPITAL SERVICES AND CLINIC SERVICES AT THE ARIZONA LOCATION. FOR MORE SPECIFIC DESCRIPTION, SEE THE RESPONSE TO CORE FORM, PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS, LINE 4A (REPORTED IN SCHEDULE O).

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (28 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
AMERICAN CANCER SOCIETY GREAT WEST DIVISION
4550 E BELL ROAD SUITE 126PHOENIXAZ85032841316555501(c)(3)60000SUPPORT ORGANIZATION'S EXEMPT PURPOSE
AMERICAN HEART ASSOCIATION
710 SECOND AVENUE 900SEATTLEWA98104135613797501(c)(3)25000SUPPORT ORGANIZATION'S EXEMPT PURPOSE
AMERICAN LIVER FOUNDATION
4545 E SHEA BLVD 164PHOENIXAZ85028362883000501(c)(3)35375SUPPORT ORGANIZATION'S EXEMPT PURPOSE
ARIZONA TRANSPLANT HOUSE FOUNDATION INC
5811 E MAYO BLVDPHOENIXAZ85054860936101501(c)(3)30000SUPPORT ORGANIZATION'S EXEMPT PURPOSE
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905416011702501(c)(3)7576787SUPPORT ORGANIZATION'S EXEMPT PURPOSE
NATIONAL MULTIPLE SCLEROSIS SOCIETY - ARIZONA CHAPTER
5025 E WASHINGTON SUITE 102PHOENIXAZ85034860180887501(c)(3)10000SUPPORT ORGANIZATION'S EXEMPT PURPOSE
SCOTTSDALE LEADERSHIP INC
4141 N GRANITE REEF RD STE 102SCOTTSDALEAZ85251860822647501(c)(3)7450SUPPORT ORGANIZATION'S EXEMPT PURPOSE
SOCIETY OF ST VINCENT DE PAUL
PO BOX 13600PHOENIXAZ850023600860096789501(c)(3)20000SUPPORT ORGANIZATION'S EXEMPT PURPOSE
SUSAN G KOMEN FOR THE CURE
2040 WEST BETHANY HOME ROADPHOENIXAZ85015752845061501(c)(3)20000SUPPORT ORGANIZATION'S EXEMPT PURPOSE
THE LEUKEMIA & LYMPHOMA SOCIETY INC
3877 N 7TH ST SUITE 300PHOENIXAZ85014135644916501(c)(3)10000SUPPORT ORGANIZATION'S EXEMPT PURPOSE
VALLEY OF THE SUN UNITED WAY
1515 EAST OSBORN ROADPHOENIXAZ850145386860104419501(c)(3)26400SUPPORT ORGANIZATION'S EXEMPT PURPOSE
DONOR NETWORK OF ARIZONA
201 W COOLIDGE STPHOENIXAZ85013860707697501(c)(3)10000SUPPORT ORGANIZATION'S EXEMPT PURPOSE
EPILEPSY FOUNDATION ARIZONA
240 W THOMAS 2ND FLOORPHOENIXAZ85013866080639501(c)(3)8000SUPPORT ORGANIZATION'S EXEMPT PURPOSE
GREATER PHOENIX ECONOMIC COUNCIL
2 N CENTRAL AVE STE 2500PHOENIXAZ85004860539979501(c)(3)25000SUPPORT ORGANIZATION'S EXEMPT PURPOSE
HOSPICE OF THE VALLEY
1510 E FLOWER STREETPHOENIXAZ85014860338886501(c)(3)5300SUPPORT ORGANIZATION'S EXEMPT PURPOSE
MOUNTAIN PARK HEALTH CENTER FOUNDATION
2702 N THIRD STREETPHOENIXAZ85004205241918501(c)(3)125000SUPPORT ORGANIZATION'S EXEMPT PURPOSE
PHOENIX CHILDRENS HOSPITAL FOUNDATION
2929 E CAMELBACK RD SUITE 122PHOENIXAZ85016742421549501(c)(3)25000SUPPORT ORGANIZATION'S EXEMPT PURPOSE
SCIENCE FOUNDATION ARIZONA
400 E VAN BUREN ST SUITE 200PHOENIXAZ85004204365711501(c)(3)40000SUPPORT ORGANIZATION'S EXEMPT PURPOSE
SCOTTSDALE CHAMBER OF COMMERCE
4725 N SCOTTSDALE RD STE 210SCOTTSDALEAZ85251860113143501(c)(6)12100SUPPORT ORGANIZATION'S EXEMPT PURPOSE
ARIZONA STATE UNIVERSITY
PO BOX 870502TEMPEAZ85287860196696STATE OF AZ166549GOVERNMENT GRANT SUBCONTRACT
BANNER HEALTH RESEARCH
1441 N 12TH STREETPHOENIXAZ85006450233470501(c)(3)13325GOVERNMENT GRANT SUBCONTRACT
THE CENTER FOR TRANSLATIONAL DRUG DEVELOPMENT LLC
13208 E SHEA BLVD 100SCOTTSDALEAZ8525943204732924000GOVERNMENT GRANT SUBCONTRACT
DANA FARBER CANCER INSTITUTE
44 BINNEY ST STE BP600BOSTONMA02115042263040501(c)(3)46186GOVERNMENT GRANT SUBCONTRACT
MEDICAL COLLEGE OF WISCONSIN
PO BOX 26509MILWAUKEEWI53226390806261501(c)(3)25542GOVERNMENT GRANT SUBCONTRACT
ST JOSEPH'S HOSPITAL AND MEDICAL CENTER
350 WEST THOMAS RDPHOENIXAZ85013860096787501(c)(3)25512GOVERNMENT GRANT SUBCONTRACT
SUN HEALTH CORPORATION
13180 N 103RD DRIVESUN CITYAZ85351860768795117576GOVERNMENT GRANT SUBCONTRACT
TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
445 N 5TH ST STE 600PHOENIXAZ85004753065445501(c)(3)361906GOVERNMENT GRANT SUBCONTRACT
BLOOD SYSTEMS INC
PO BOX 1867SCOTTSDALEAZ85252860098929501(c)(3)10926GOVERNMENT GRANT SUBCONTRACT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants25TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations3TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: MAYO CLINIC ARIZONA (MCA) CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY WITH PROGRAMS THAT ENHANCE THE MISSION OF MCA, SUCH AS BASIC HUMAN SERVICES, EDUCATION, YOUTH AND ELDERLY ENRICHMENT OPPORTUNITIES, DIVERSITY, AND OTHERS. FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE MONITORED BY MCA AS PRESCRIBED IN OMB CIRCULAR A-133.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Personal ServicesXPersonalServices
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (57 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
CASELLI MD RICHARD J
29043700013057202484602100204668570646680
FREY MD KEITH A
2880760004868404693901913604028350163130
GORMAN MD R SCOTT
3123140001205070623530847205036460245790
KRAHN MD LOIS E
29255500074820511310198830371051044870
LYONS MD MARK K
62963000075766001164380249510152867902811460
MILLER MD LAURENCE
506865000180331607690299610234091104806280
PAIGE KEVIN A
28391900047530358230212440345739000
RAKELA MD JORGE
51675300063643301337890260430131301802730110
STONE MD WILLIAM M
4911340008476830772190218080143784401008660
THOMAS GREGORY J
351009000534144089308166089421201909780
TRASTEK MD VICTOR F
680774000305032301847190166450393246105482630
ZIMMERMAN MD RICHARD S
62444200091409701504760307690171978401109670
BROWN MICHAEL E
196833000691016024081740221722000
FROISLAND JEFFREY R
2276720007990147630126770255911000
ANDREWS MD PAUL E
4644800004134760834350311310992522000
ARABIA MD FRANCISCO A
624642000117658088382013221084390301044610
COLBY MD THOMAS V
388143000684634090505019151011824330645170
COLE MD DANIEL J
3990880001026960536120222430577639000
EVERSMAN MD WILLIAM G
532207000103962301076640209420170043601071180
FONSECA MD RAFAEL
3615570006738603876203264605003510151060
FOWL MD RICHARD J
46300600065144107638608135011989680286700
HATTRUP MD STEVEN J
48656500010033040106039028237016241450135640
HAYDEN MD RICHARD E
45273700032623709454902508808986110109510
HELMERS MD RICHARD A
38781600040178508227902172008936000286100
JOHNSON MD C DANIEL
54341600013941550110029016641020642410699870
LEIGHTON MD JONATHAN A
41536500039393608298002813409204150112930
MAGTIBAY MD PAUL M
4481340001254580476970211340642423067350
MESA MD RUBEN A
319211000162390238660219990381315000
MONEY MD SAMUEL R
4673220001061720623030342880670085031660
MUELLER MD JEFF T
4011600001064990418300113800560869079290
MULLIGAN MD DAVID C
51870700032475509253502389609598930317210
SCHILD MD STEVEN E
453019000461701077856024345010169210223060
SIRVEN MD JOSEPH I
26725000051540219900211270315521061450
SWANSON MD SCOTT K
476416000133823801239070243120196287301991270
COLLINS MD JOSEPH M
5125190001081835011590502037301730632000
LANZA MD LOUIS A
620070000103666401116910195860178801101319150
MAGRINA MD JAVIER F
43962105000010905960849180950801629643000
MUHM SR MD JOHN R
25995100020838250001521702358993000
NELSON MD KENT D
5122550001000246010930401512001636925000
ANDERSON JAMES G
2689930001258873000143700154223606215920
WILKENS MD JAMES A
24994200034247203331102437006500950439860
CUMMINGS JD NANCY J
1534270008490165480279730198797000
WEIS SHIRLEY A
07243090006311370305748017625016788190233413
BEAUCHAMP MD CHRISTOPHER P
492865000768491099674021360013823900466570
BOUR THOMAS C
2809160002441202179102399203511110122510
DOUGLAS MD DAVID D
40105300025402406285602845607463890187430
EDWARDS MD FREDERICK D
21934600026360267550144380263175000
FERRIGNI MD ROBERT G
4596400008941370112379024069014902250501060
FITCH MD TOM R
33305700023626904671602413406401760228130
KHANDHERIA MD BIJOY
000047604800000476048000
MARLER DVM PHD RONALD J
14621300027100237610221320194816000
ROBERTS MD DANIEL L
2315740001003088010185040259882000
SCOTT MD LUIS R P
483149000934700482860209420645847034110
SMITH MD ANTHONY A
4825530007591790106572021552013698560165420
WINGERCHUK MD DEAN M
24045000018070125660358190290642037680
YOUNG-FADOK MD TONIA M
4286080002361140452140210860731022037610
TAJIK MD A JAMIL
000021557080006802155776000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Part I, Line 1aSEVERAL OF THE OFFICERS AND KEY EMPLOYEES OF MAYO CLINIC ARIZONA 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. VICTOR F. TRASTEK, M.D. WHO ALSO SERVES ON THE BOARD OF TRUSTEES OF MAYO CLINIC, THE PARENT COMPANY, WAS PROVIDED TRAVEL FOR COMPANIONS SO THAT HIS SPOUSE COULD ACCOMPANY HIM TO THE BOARD OF TRUSTEES MEETINGS. THIS WAS TREATED AS TAXABLE INCOME TO THE BOARD MEMBER. 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 4bTHIS 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). IN 2010, THE COMPONENT OF THIS SRP BENEFIT THAT WAS DEFERRED COMPENSATION SUBJECT TO SECTIONS 409A AND 457(f) OF THE INTERNAL REVENUE CODE WAS TERMINATED. THIS PLAN TERMINATION TRIGGERED THE IMMEDIATE TAXATION OF THE ENTIRE SRP BENEFIT THAT HAS BEEN ACCRUED AND DEFERRED OVER EACH PARTICIPANT'S CAREER AT MAYO. STARTING JANUARY 1, 2011, ALL FUTURE SRP BENEFIT WILL BE PAID AS AN ANNUAL TAXABLE CASH PAYMENT THAT HAS NO SUBSTANTIAL RISK OF FORFEITURE. THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN EITHER AS A RESULT OF THE NORMAL OPERATION OF PLAN TERMS OR BECAUSE OF THE TERMINATION OF THE 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. THESE AMOUNTS HAVE BEEN ACCRUED OVER THE SPAN OF THE INDIVIDUAL'S CAREER AT MAYO. ANDERSON, JAMES G. $1,249,610 ANDREWS M.D., PAUL E. $ 410,966 ARABIA M.D., FRANCISCO A. $ 113,647 BEAUCHAMP M.D., CHRISTOPHER P. $ 763,337 BOUR, THOMAS C. $ 23,423 CASELLI M.D., RICHARD J. $ 128,232 COLBY M.D., THOMAS V. $ 653,751 COLE M.D., DANIEL J. $ 99,910 COLLINS M.D., JOSEPH M. $1,076,504 DOUGLAS M.D., DAVID D. $ 251,131 EVERSMAN M.D., WILLIAM G. $1,036,113 FERRIGNI M.D., ROBERT G. $ 889,944 FITCH M.D., TOM R. $ 233,178 FONSECA M.D., RAFAEL $ 65,950 FOWL M.D., RICHARD J. $ 646,578 FREY M.D., KEITH A. $ 45,999 GORMAN M.D., R. SCOTT $ 111,460 HATTRUP M.D., STEVEN J. $1,000,035 HAYDEN M.D., RICHARD E. $ 317,400 HELMERS M.D., RICHARD A. $ 397,098 JOHNSON M.D., C DANIEL $1,387,948 KHANDHERIA M.D., BIJOY $ 476,048 KRAHN M.D., LOIS E. $ 6,456 LANZA M.D., LOUIS A. $1,030,950 LEIGHTON M.D., JONATHAN A. $ 376,548 LYONS M.D., MARK K. $ 754,218 MAGRINA M.D., JAVIER F. $1,081,962 MAGTIBAY M.D., PAUL M. $ 123,284 MESA M.D., RUBEN A. $ 14,907 MILLER M.D., LAURENCE $1,793,180 MONEY M.D., SAMUEL R. $ 103,593 MUELLER M.D., JEFF T. $ 105,095 MUHM SR. M.D., JOHN R. $2,075,813 MULLIGAN M.D., DAVID C. $ 321,907 NELSON M.D., R-D, KENT D. $ 995,515 PAIGE, KEVIN A. $ 1,513 RAKELA M.D., JORGE $ 626,417 SCHILD M.D., STEVEN E. $ 459,218 SCOTT M.D., LUIS R. P. $ 91,771 SIRVEN M.D., JOSEPH I. $ 3,610 SMITH M.D., ANTHONY A. $ 754,117 STONE M.D., WILLIAM M. $ 844,996 SWANSON M.D, SCOTT K. $1,333,289 TAJIK M.D., A. JAMIL $2,155,708 THOMAS, GREGORY J. $ 530,305 TRASTEK M.D., VICTOR F. $3,035,956 WEIS, SHIRLEY A. $ 623,849 WILKENS M.D., JAMES A. $ 339,593 WINGERCHUK M.D., DEAN M. $ 1,239 YOUNG-FADOK M.D., TONIA M. $ 234,010 ZIMMERMAN M.D., RICHARD S. $ 910,676
Part IIITHE 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. COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION.Supplemental Information

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1INDUSTRIAL DEVELOPMENT AUTHORITY OF THE COUNTY OF MARICOPA COUNTYBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN860445263IssuerEIN
CUSIP Number566816HJ6CUSIPNumber
Date Issued2006-05-11DateIssued
Issue Price51044714IssuePrice
Description Of PurposeTO FINANCE ACQUISITION & CONSTRUCTION OF HEALTH CARE FACILITIESDescriptionOfPurpose
Defeased0Defeased
On Behalf Of Issuer0OnBehalfOfIssuer
Pool Financing0PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Total Proceeds53731834TotalProceeds
Capitalized Interest3777160CapitalizedInterest
Issuance Costs From Proceeds310641IssuanceCostsFromProceeds
Capital Expenditures49644033CapitalExpenditures
Year Of Subst Completion2008YearOfSubstCompletion
Current Refunding0CurrentRefunding
Advance Refunding0AdvanceRefunding
Final Allocation Made1FinalAllocationMade
Adequate Books And Recds Maintaind1AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Owning Bond Financed Property0OwningBondFinancedProperty
Any Lease Arrangements0AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty0MngmentCntrctBondFinancdPrprty
Any Research Agreements0AnyResearchAgreements
Bond Counsel Routinely Engaged0BondCounselRoutinelyEngaged
Prcntge Prvt Business Use By Others0.00020PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI0.00030PercentageOfPrvtBusinessReUBI
Total Private Business Use0.00050TotalPrivateBusinessUse
Post Issuance Compliance Procdrs1PostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Form8038 T Filed0Form8038TFiled
Variable Rate Issue0VariableRateIssue
Hedge Identified In Books And Recds0HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGIC
Gross Proceeds Invested0GrossProceedsInvested
Exception To Rebate0ExceptionToRebate

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
ExplanationDifference between Part I Column (e) and Part II Line 3 for Bond Issue A is investment earnings.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
THERESE A JOHNSON
FAMILY RELATIONSHIP - SPOUSE OF KEY EMPLOYEE C. DANIEL JOHNSON, M.D.101005COMPENSATION0
LINDA Q PAIGE
FAMILY RELATIONSHIP - SPOUSE OF OFFICER KEVIN A. PAIGE107511COMPENSATION0
PATRICIA MONROE-FOWL CRNA
FAMILY RELATIONSHIP - SPOUSE OF KEY EMPLOYEE RICHARD J. FOWL, M.D.182272COMPENSATION0
APRIL CHANG-MILLER MD
FAMILY RELATIONSHIP - SPOUSE OF DIRECTOR LAURENCE J. MILLER, M.D.134819COMPENSATION0
(no name)
0
PATRICIA B SCOTT PT
FAMILY RELATIONSHIP - SPOUSE OF KEY EMPLOYEE LUIS SCOTT, M.D.31646COMPENSATION0
(no name)
0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (13 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section A, line 2GREGORY J. THOMAS AND JEFFREY R. FROISLAND SERVED AS BOARD MEMBERS OF SUPERBLOCK 3, AN AFFILIATED ORGANIZATION. MICHAEL E. BROWN, R. SCOTT GORMAN M.D. AND SCOTT SWANSON M.D. SERVED AS BOARD MEMBERS OF MAYO REGIONAL PRACTICES OF ARIZONA, AN AFFILIATED ORGANIZATION.
Form 990, Part VI, Section A, line 3MAYO-AFFILIATED ENTITIES ROUTINELY DELEGATED VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO RELATED ENTITIES.
Form 990, Part VI, Section A, line 6THE SOLE CORPORATE MEMBER IS MAYO CLINIC.
Form 990, Part VI, Section A, line 7aELECTION OF THE GOVERNING BODY IS SUBJECT TO CONFIRMATION BY THE MAYO CLINIC BOARD OF GOVERNORS AND TO THE VOTING STAFF OF MAYO CLINIC ARIZONA FOR FINAL APPROVAL.
Form 990, Part VI, Section A, line 7bTHE ARTICLES PROVIDE THE SOLE CORPORATE MEMBER POWER IN AREAS SUCH AS COMPENSATION, CAPITAL, BUDGET, AND DEBT.
Form 990, Part VI, Section B, line 11THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM SITE ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT. IT IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER AND FINANCE STAFF. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF MCA'S GOVERNING BODY. IT IS PLACED ON THE BOARD PORTAL AND MEMBERS RECEIVE AN EMAIL FROM FINANCE THAT THE 990 IS AVAILABLE TO THEM. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE FORM 990.
THE FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. 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 12c
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. IN ADDITION TO ANY REVIEW AND APPROVAL THAT MAY TAKE PLACE AT THE LOCAL ENTITY LEVEL, THE FOLLOWING INDEPENDENT APPROVAL PROCESS OCCURS ANNUALLY. THE SALARIES OF THE CEO, CAO, CFO AND THE CO-VICE CHAIRS WERE REVIEWED 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. THE MAYO CLINIC COMMITTEE ON OFFICER SUCCESSION, COMPENSATION, AND GOVERNANCE (GOVERNANCE COMMITTEE) IS COMPRISED OF FIVE 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 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.
CONFLICT OF INTEREST POLICY IS ON THE MAYOCLINIC.ORG WEBSITE. FINANCIAL STATEMENTS ARE ATTACHED TO FORM 990. GOVERNING DOCUMENTS ARE NOT MADE PUBLICLY AVAILABLE.Form 990, Part VI, Section C, line 19
AVERAGE HOURS PER WEEK DEVOTED TO POSITION WITH RELATED ORGANIZATIONSHIRLEY A. WEIS 40 HOURSPART VII SECTION A
Changes in Net Assets or Fund Balances:Net unrealized gains on investments: 3,724,243. CAPITAL TRANSFER TO MAYO CLINIC -55,000,000. Total to Form 990, Part XI, Line 5: -51,275,757.Form 990, Part XI, line 5:
THERE WAS NO CHANGE IN THE PROCESS DURING THE YEAR.FORM 990, PART XI, LINE 2C
INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODYTHE BOARD OF TRUSTEES OF MAYO CLINIC, THE PARENT ENTITY OF THE MAYO CLINIC-AFFILIATED ENTITIES, IS COMPRISED OF MORE THAN 50% PUBLIC TRUSTEES.990, PART I, LINE 4 AND PART VI, LINE 1B

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (44 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountryDirect Controlling Entity NADirectControllingEntityNA
ALBERT LEA MEDICAL CENTER -- MAYO HEALTH SYSTEM
404 WEST FOUNTAIN STREETALBERT LEAMN56007411404075HOSPITAL AND CLINICMN501(c)(3)3MAYO CLINIC1
AUSTIN MEDICAL CENTER -- MAYO HEALTH SYSTEM
1000 FIRST DRIVE NWAUSTINMN55912410695606HOSPITAL AND CLINICMN501(c)(3)3MAYO CLINIC1
AUSTIN MEDICAL CENTER FOUNDATION
1000 FIRST DRIVE NWAUSTINMN55912300107471FUNDRAISING FOUNDATIONMN501(c)(3)7AUSTIN MEDICAL CENTER -- MAYO HEALTH SYSTEM1
BARRON MEMORIAL MEDICAL CENTER -- MAYO HEALTH SYSTEM
1222 EAST WOODLAND AVEBARRONWI54812390920634HOSPITAL AND CLINICWI501(c)(3)3LUTHER HOSPITAL1
BLOOMER LAKEVIEW INC
2110 DUNCAN ROADBLOOMERWI54724391450617LOW INCOME HOUSINGWI501(c)(3)7BLOOMER MEMORIAL MEDICAL CENTER INC -- MAYO HEALTH SYSTEM1
BLOOMER MEMORIAL MEDICAL CENTER INC -- MAYO HEALTH SYSTEM
1501 THOMPSON STREETBLOOMERWI54724390980343HOSPITAL AND CLINICWI501(c)(3)3LUTHER HOSPITAL1
CANNON FALLS MEDICAL CENTER -- MAYO HEALTH SYSTEM
1116 WEST MILL STREETCANNON FALLSMN55009204156428HOSPITAL AND CLINICMN501(c)(3)3MAYO CLINIC1
CHARTERHOUSE INC
200 FIRST STREET SWROCHESTERMN55905411405254RETIREMENT LIVING CENTERMN501(c)(3)9MAYO CLINIC1
FAIRMONT MEDICAL CENTER -- MAYO HEALTH SYSTEM
800 MEDICAL CENTER DRIVE PO BOX 800FAIRMONTMN56031410760836HOSPITAL AND CLINICMN501(c)(3)3MAYO CLINIC1
FOUNTAIN LAKE TREATMENT CENTER
404 WEST FOUNTAIN STREETALBERT LEAMN56007411404076CHEMICAL DEPENDENCY TREATMENTMN501(c)(3)3ALBERT LEA MEDICAL CENTER -- MAYO HEALTH SYSTEM1
FRANCISCAN SKEMP FOUNDATION OF ARCADIA INC
464 SOUTH JOHNSON STREETARCADIAWI54612391322480FUNDRAISING FOUNDATIONWI501(c)(3)9FRANCISCAN SKEMP HEALTHCARE INC1
FRANCISCAN SKEMP FOUNDATION OF SPARTA INC
310 WEST MAIN STREETSPARTAWI54656391423234FUNDRAISING FOUNDATIONWI501(c)(3)9FRANCISCAN SKEMP HEALTHCARE INC1
FRANCISCAN SKEMP FOUNDATION INC
700 WEST AVE SOUTHLA CROSSEWI54601391186647FUNDRAISING FOUNDATIONWI501(c)(3)11-IIFRANCISCAN SKEMP HEALTHCARE INC1
FRANCISCAN SKEMP HEALTHCARE INC
700 WEST AVE SOUTHLA CROSSEWI54601391411999HEALTHCARE SYSTEM PARENTWI501(c)(3)11-IMAYO CLINIC1
FRANCISCAN SKEMP MEDICAL CENTER INC
700 WEST AVE SOUTHLA CROSSEWI54601390806374HOSPITAL AND CLINICWI501(c)(3)3FRANCISCAN SKEMP HEALTHCARE INC1
GCAS
200 FIRST STREET SWROCHESTERMN55905411917517AMBULANCE SERVICEMN501(c)(3)9MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH1
GOLD CROSS AMBULANCE SERVICE
200 FIRST STREET SWROCHESTERMN55905411917516AMBULANCE SERVICEMN501(c)(3)9MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH1
GOLD CROSS AMBULANCE INC
200 FIRST STREET SWROCHESTERMN55905391942957AMBULANCE SERVICEMN501(c)(3)9MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH1
IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM
1025 MARSH STREETMANKATOMN56002411236756HOSPITAL AND CLINICMN501(c)(3)3MAYO CLINIC1
IMMANUEL-ST JOSEPH'S FOUNDATION -- MAYO HEALTH SYSTEM
1025 MARSH STREETMANKATOMN56002411663357FUNDRAISING FOUNDATIONMN501(c)(3)7IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM1
LAKE CITY MEDICAL CENTER - MAYO HEALTH SYSTEM
500 WEST GRANT STREETLAKE CITYMN55041411906820HOSPITALMN501(c)(3)3MAYO CLINIC1
LUTHER HOSPITAL
1221 WHIPPLE STREETEAU CLAIREWI54703390813418HOSPITALWI501(c)(3)3MAYO CLINIC1
LUTHER LAKESIDE APARTMENTS INC
714 SOUTH BARSTOW STREETEAU CLAIREWI54701391409024LOW INCOME HOUSINGWI501(c)(3)9LUTHER HOSPITAL1
LUTHER MIDELFORT FOUNDATION INC
733 W CLAIREMONT AVE PO BOX 1510EAU CLAIREWI54702391633407GRANTMAKING FOUNDATIONWI501(c)(3)PFMIDELFORT CLINIC LTD -- MAYO HEALTH SYSTEM0
MAYO CLINIC ARIZONA
13400 EAST SHEA BLVDSCOTTSDALEAZ85259860800150HOSPITAL AND CLINICAZ501(c)(3)3MAYO CLINIC1
MAYO CLINIC FLORIDA (A NONPROFIT CORPORATION)
4500 SAN PABLO ROADJACKSONVILLEFL32224590714831HOSPITALFL501(c)(3)3MAYO CLINIC JACKSONVILLE1
MAYO CLINIC JACKSONVILLE
4500 SAN PABLO ROADJACKSONVILLEFL32224593337028PATIENT CARE - CLINICFL501(c)(3)7MAYO CLINIC1
MAYO CLINIC -- METHODIST HOSPITAL
200 FIRST STREET SWROCHESTERMN55905410739106HOSPITALMN501(c)(3)3MAYO CLINIC1
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905416011702PATIENT CARE - CLINICMN501(c)(3)9MAYO CLINIC1
MAYO CLINIC -- SAINT MARYS HOSPITAL
200 FIRST STREET SWROCHESTERMN55905410944601HOSPITALMN501(c)(3)3MAYO CLINIC1
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
200 FIRST STREET SWROCHESTERMN55905411506440CHARITABLE, EDUCATIONAL & SCIENTIFIC ACTIVITIESMN501(c)(3)9MAYO CLINIC1
MIDELFORT CLINIC LTD -- MAYO HEALTH SYSTEM
PO BOX 1510EAU CLAIREWI54702391735831PATIENT CARE - CLINICWI501(c)(3)3MAYO CLINIC0
MILES AND SHIRLEY FITERMAN ENDOWMENT FUND FOR DIGESTIVE DISEASES
200 FIRST STREET SWROCHESTERMN55905412020392SUPPORT RESEARCH, PRACTICE & EDUCATIONMN501(c)(3)11-IMAYO CLINIC1
NORTHWEST WISCONSIN HOMECARE INC
PO BOX 2060EAU CLAIREWI54702391491516HOME HEALTH AND HOSPICE CAREWI501(c)(3)9LUTHER HOSPITAL1
NORTHWEST WISCONSIN SUPPORTIVE HOMECARE INC
PO BOX 2060EAU CLAIREWI54702391686673HOME HEALTH CAREWI501(c)(3)9LUTHER HOSPITAL1
OSSEO MEDICAL CENTER INC -- MAYO HEALTH SYSTEM
PO BOX 70 / 13025 EIGHTH STREETOSSEOWI54758391029430HOSPITAL AND CLINICWI501(c)(3)3LUTHER HOSPITAL1
POVERELLO FOUNDATION
200 FIRST STREET SWROCHESTERMN55905411494881FUNDRAISING FOUNDATIONMN501(c)(3)11-IMAYO CLINIC -- SAINT MARYS HOSPITAL1
RED CEDAR MEDICAL CENTER INC -- MAYO HEALTH SYSTEM
2321 STOUT ROADMENOMONIEWI54751510190875HOSPITAL AND CLINICWI501(c)(3)3MAYO CLINIC1
SPRINGFIELD MEDICAL CENTER -- MAYO HEALTH SYSTEM
625 NORTH JACKSON AVENUESPRINGFIELDMN56087411893827HOSPITAL AND CLINICMN501(c)(3)3IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM1
ST JAMES MEDICAL CENTER -- MAYO HEALTH SYSTEM
1101 MOULTON PARSONS DR PO BOX 460ST JAMESMN56081410797368HOSPITAL AND CLINICMN501(c)(3)3IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM1
ST JAMES MEDICAL CENTER FOUNDATION INC
1101 MOULTON PARSONS DR PO BOX 460ST JAMESMN56081411444129FUNDRAISING FOUNDATIONMN501(c)(3)7ST JAMES MEDICAL CENTER -- MAYO HEALTH SYSTEM1
WASECA MEDICAL CENTER -- MAYO HEALTH SYSTEM
501 NORTH STATE STREETWASECAMN56093363606405HOSPITAL AND CLINICMN501(c)(3)3IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM1
MAYO KLINIK STIFTUNG
FUNDRAISING FOUNDATIONMAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH060486 FRANKFURT AM MAINFRANKFURTGMGM
J ORIN EDSON FOUNDATION
PO BOX 14580JACKSONWY830024580263002560FUNDRAISING FOUNDATIONWY501(c)(3)Line 11d, III-O0N/A

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1FRANKLIN HEATING STATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1119 THIRD ST SWAddressLine1
CityROCHESTERCity
StateMNState
ZIP Code55902ZIPCode
FieldValueIRS element (for citing)
EIN410264830EIN
Primary ActivityUTILITYPrimaryActivity
Legal Domicile StateMNLegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA

Form990 Schedule R Part IV Form990ScheduleRPartIV (18 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityLegal Domicile Foreign CountryLegalDomicileForeignCountryBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Percentage OwnershipPercentageOwnership
CANNON VALLEY CLINIC -- MAYO HEALTH SYSTEM
635 FIRST STREET SEFARIBAULTMN55021411817179PATIENT CARE - CLINICMNN/AC
DECORAH CLINIC -- MAYO HEALTH SYSTEM
907 MONTGOMERY STREETDECORAHIA52101411711329PATIENT CARE - CLINICIAN/AC
FIOS THERAPEUTICS INC
200 FIRST STREET SWROCHESTERMN55905711029189RESEARCHMNN/AC
HEALTH TRADITION HEALTH PLAN
1808 EAST MAIN STREETONALASKAWI54650391545987MEDICAL SERVICES COMPANYWIN/AC
LOBSS NETWORK SUPPORT 2002 INC
200 FIRST STREET SWROCHESTERMN55905481276150ADMINISTRATIVE SERVICESMNN/AC
MAYO COLLABORATIVE SERVICES INC
200 FIRST STREET SWROCHESTERMN55905411346366REFERENCE LAB SERVICESMNN/AC
MAYO HOLDING COMPANY
200 FIRST STREET SWROCHESTERMN55905411578020HOLDING COMPANYMNN/AC
MAYO INSURANCE COMPANY LTD
200 FIRST STREET SWROCHESTERMN55905SELF INSURANCE POOLN/ACCJ
MAYO MEDICAL LABORATORIES NEW ENGLAND INC
265 BALLARDVALE STREETWILMINGTONMA01887043323713LABORATORY SERVICESMAN/AC
MAYO REGIONAL PRACTICES OF ARIZONA
13400 EAST SHEA BOULEVARDSCOTTSDALEAZ85259061190278THIRD PARTY ADMINISTRATION SERVICESAZN/AC
MHS SERVICES INC
200 FIRST STREET SWROCHESTERMN55905411282517EQUIPMENT & REAL ESTATE LEASINGMNN/AC
MMSI INC
21 FIRST STREET SWROCHESTERMN55905411547003THIRD PARTY ADMINISTRATION SERVICESMNN/AC
NORTHWEST HEALTH VENTURES INC
1221 WHIPPLE STREETEAU CLAIREWI54703391528920PHARMACY SERVICESWIN/AC
OWATONNA CLINIC -- MAYO HEALTH SYSTEM
134 SOUTHVIEWOWATONNAMN55060411862132PATIENT CARE - CLINICMNN/AC
PHYSICIAN AND HOSPITAL PRACTICES INC
4500 SAN PABLO ROADJACKSONVILLEFL32224930926631HEALTH SERVICESFLN/AC
ROCHESTER AIRPORT COMPANY
ROUTE 2ROCHESTERMN55902410506870AIRPORT MANAGEMENTMNN/AC
SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION
13400 E SHEA BLVDSCOTTSDALEAZ85259860870505COMMERCIAL PROPERTY OWNERS ASSOCIATIONAZCMAYO CLINIC ARIZONA0.66670
THE STABILE BUILDING OWNERS' ASSOCIATION
200 FIRST STREET SWROCHESTERMN55905208994499COMMERCIAL PROPERTY OWNERS ASSOCIATIONMNN/AC
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org1PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (18 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
MAYO CLINIC
B3921369GAAP
MAYO CLINIC
C27422976GAAP
MAYO CLINIC -- SAINT MARYS HOSPITAL
C125000GAAP
MAYO CLINIC JACKSONVILLE
C11045GAAP
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
G240767224GAAP
MAYO CLINIC
I4035225GAAP
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
L544940GAAP
MMSI INC
L1730287GAAP
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
N360929065GAAP
MAYO CLINIC
O1938GAAP
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
O417211GAAP
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
P1110495GAAP
MAYO REGIONAL PRACTICES OF ARIZONA
Q235572GAAP
MAYO CLINIC
R2796031GAAP
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
R24389921GAAP
MAYO CLINIC JACKSONVILLE
B143465GAAP
MAYO COLLABORATIVE SERVICES INC
L6519861GAAP
MAYO CLINIC
Q55000000gAAP