2011-11-10T10:18:06-06:00 2010-12-31 990 2010-01-01 860800150 MAYO CLINIC ARIZONA MAYO 5075381297 13400 EAST SHEA BLVD SCOTTSDALE AZ 852595404 JEFFREY FROISLAND 5075381297 2011-11-10 2010 2016-02-24 21:20:13Z VICTOR F TRASTEK MD 13400 EAST SHEA BLVD SCOTTSDALE AZ 852595404 873977241 0 X WWW.MAYO.EDU X 1995 AZ OPERATION OF A HOSPITAL AND CLINIC 12 0 5116 692 437802 193193 43387376 49807812 757704326 809439865 2744019 4986509 7534106 7621858 811369827 871856044 487759 8941828 0 0 434595218 472734547 0 0 0 319538307 350193092 754621284 831869467 56748543 39986577 810636366 808462182 336844227 345959223 473792139 462502959 X TO INSPIRE HOPE AND CONTRIBUTE TO HEALTH AND WELL-BEING BY PROVIDING THE BEST CARE TO EVERY PATIENT THROUGH INTEGRATED CLINICAL PRACTICE,EDUCATION AND RESEARCH. 0 0 660790131 800828862 PATIENT 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. 38396106 878856 1537030 RESEARCH (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. 24562967 7073973 EDUCATION (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. 8062972 8062972 5095191 PATIENT 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. 8062972 8062972 5095191 731812176 1 1 0 1 0 0 1 0 1 1 1 0 1 1 1 0 1 0 1 1 1 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 0 0 5116 1 1 1 0 0 0 0 0 0 0 0 0 X 12 0 1 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 AZ X CORPORATE TAX UNIT 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 X CASELLI MD RICHARD J 40.00 X 421009 0 45848 FREY MD KEITH A 40.00 X X 336760 0 66075 GORMAN MD R SCOTT 40.00 X X 432821 0 70825 KRAHN MD LOIS E 40.00 X 300037 0 71014 LYONS MD MARK K 40.00 X 1387290 0 141389 MILLER MD LAURENCE 40.00 X 2310181 0 30730 PAIGE KEVIN A 40.00 X X 288672 0 57067 RAKELA MD JORGE 40.00 X 1153186 0 159832 STONE MD WILLIAM M 40.00 X 1338817 0 99027 THOMAS GREGORY J 40.00 X X 885153 0 9059 TRASTEK MD VICTOR F 40.00 X X 3731097 0 201364 ZIMMERMAN MD RICHARD S 40.00 X 1538539 0 181245 BROWN MICHAEL E 40.00 X 197524 0 24198 FROISLAND JEFFREY R 40.00 X 228471 0 27440 ANDREWS MD PAUL E 40.00 X 877956 0 114566 ARABIA MD FRANCISCO A 40.00 X 742300 0 101603 COLBY MD THOMAS V 40.00 X 1072777 0 109656 COLE MD DANIEL J 40.00 X 501784 0 75855 EVERSMAN MD WILLIAM G 40.00 X 1571830 0 128606 FONSECA MD RAFAEL 40.00 X 428943 0 71408 FOWL MD RICHARD J 40.00 X 1114447 0 84521 HATTRUP MD STEVEN J 40.00 X 1489869 0 134276 HAYDEN MD RICHARD E 40.00 X 778974 0 119637 HELMERS MD RICHARD A 40.00 X 789601 0 103999 JOHNSON MD C DANIEL 40.00 X 1937571 0 126670 LEIGHTON MD JONATHAN A 40.00 X 809301 0 111114 MAGTIBAY MD PAUL M 40.00 X 573592 0 68831 MESA MD RUBEN A 40.00 X 335450 0 45865 MONEY MD SAMUEL R 40.00 X 573494 0 96591 MUELLER MD JEFF T 40.00 X 507659 0 53210 MULLIGAN MD DAVID C 40.00 X 843462 0 116431 SCHILD MD STEVEN E 40.00 X 914720 0 102201 SIRVEN MD JOSEPH I 40.00 X 272404 0 43117 SWANSON MD SCOTT K 40.00 X 1814654 0 148219 COLLINS MD JOSEPH M 40.00 X 1594354 0 136278 LANZA MD LOUIS A 40.00 X 1656734 0 131277 MAGRINA MD JAVIER F 40.00 X 1535217 0 94426 MUHM SR MD JOHN R 40.00 X 2343776 0 15217 NELSON MD KENT D 40.00 X 1512501 0 124424 ANDERSON JAMES G 40.00 X 1527866 0 14370 WILKENS MD JAMES A 40.00 X 592414 0 57681 CUMMINGS JD NANCY J 40.00 X 154276 0 44521 WEIS SHIRLEY A 0.00 X 0 1355446 323373 BEAUCHAMP MD CHRISTOPHER P 40.00 X 1261356 0 121034 BOUR THOMAS C 40.00 X 305328 0 45783 DOUGLAS MD DAVID D 40.00 X 655077 0 91312 EDWARDS MD FREDERICK D 40.00 X 221982 0 41193 FERRIGNI MD ROBERT G 40.00 X 1353777 0 136448 FITCH MD TOM R 40.00 X 569326 0 70850 KHANDHERIA MD BIJOY X 476048 0 0 MARLER DVM PHD RONALD J 40.00 X 148923 0 45893 ROBERTS MD DANIEL L 40.00 X 232577 0 27305 SCOTT MD LUIS R P 40.00 X 576619 0 69228 SMITH MD ANTHONY A 40.00 X 1241732 0 128124 WINGERCHUK MD DEAN M 40.00 X 242257 0 48385 YOUNG-FADOK MD TONIA M 40.00 X 664722 0 66300 TAJIK MD A JAMIL X 2155708 0 68 53522915 1355446 4974979 698 1 1 0 MAYO FOUNDATION FOR MEDICAL EDUCATION AN 200 FIRST STREET SW ROCHESTER MN 55905 PROCUREMENT AGENT ACCOUNTS PAYABLE 55447062 MAYO COLLABORATIVE SERVICES INC 200 FIRST STREET SW ROCHESTER MN 55905 LAB SERVICES 6519861 MMSI INC 200 FIRST STREET SW ROCHESTER MN 55905 BENEFIT ADMINISTRATION SERVICE 1730287 3 29827701 19494861 485250 49807812 NET PATIENT REVENUE 620000 800828862 800672514 156348 EDUCATION REVENUE 611600 7073973 7073973 RESEARCH REVENUE 541700 1537030 1537030 809439865 5238001 5238001 777988 376963 401025 401025 401025 696784 948276 -251492 -251492 -251492 854665 795958 58707 58707 CAFETERIA/VENDING REVE 722210 4981334 4981334 MEDICAL DIRECTOR FEES 541900 1177171 29928 1147243 MISC. REVENUE 900099 509281 72426 150000 286855 494340 41431 101526 351383 7162126 871856044 814378708 437802 7231722 8924625 8924625 17203 17203 35641835 26551424 9090411 616348 616348 336661639 329782075 6879564 28872998 27636536 1236462 47710730 45667558 2043172 23230997 22236149 994848 443288 261876 181412 597925 24359 573566 86217 86217 37334 37334 96527080 41602403 54924677 57017 57017 145371837 144553382 818455 17995927 464126 17531801 10665182 6685887 3979295 4717811 4446695 271116 836810 808265 28545 7223726 7223726 35239517 34284640 954877 4730127 4730127 BAD DEBT 21586122 21586122 EMPLOYEE RELATED 3076729 3065056 11673 DUES, LIC & SUBSCR 894870 579837 315033 UNRELATED BUSINESS INC 98832 98832 MISC. EXPENSE 6741 6741 831869467 731812176 100057290 0 422906 315312 2772083 3437399 154379758 172227974 11043164 12467805 3525066 2284723 700426660 298992412 406256382 401434248 89996483 111205895 142240524 105088826 810636366 808462182 27626029 31609579 5235642 6242374 165921974 165887721 138060582 142219549 336844227 345959223 X 390271717 367684672 28459685 34367898 55060737 60450389 473792139 462502959 810636366 808462182 X 39986577 -51275757 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 86217 0 0 86217 0 Organizations Direct and Indirect Political Campaign Activities: Part I-A, Line 1: DURING 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. X 0 78878899 6363685 2273769 13134043 74382310 61564610 14581267 7145826 4412804 78878899 54838279 18012266 -10127024 1158911 61564610 0.31880 0.68120 0 1 1 28838394 28838394 473362965 148305655 325057310 198225301 150686757 47538544 401434248 MAYO CLINIC INVESTMENT POOL 111205895 F 111205895 DUE FROM AFFILIATES 62310998 INTEREST IN NET ASSETS OF MAYO CLINIC 18838825 DEFERRED COMPENSATION 23939003 105088826 DEFERRED COMPENSATION RESERVE 23939003 FINANCING OBLIGATION ON LEASED BLDG 26046079 DUE TO AFFILIATES 92234467 142219549 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. Description of Intended Use of Endowment Funds: Part V, Line 4: THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR RESEARCH AND EDUCATION PROGRAMS. Description of Uncertain Tax Positions Under FIN 48: Part X: AT DECEMBER 31, 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. 1 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 1 PROGRAM SERVICES PATIENT CARE MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES PATIENT CARE Central America and the Caribbean 0 10 TRAVEL FOR INTERNATIONAL CONFERENCE 8437 East Asia and the Pacific 0 36 TRAVEL FOR INTERNATIONAL CONFERENCE 37608 Europe (Including Iceland & Greenland) 0 122 TRAVEL FOR INTERNATIONAL CONFERENCE 78324 Middle East and North Africa 0 1 TRAVEL FOR INTERNATIONAL CONFERENCE 1339 North America 0 91 TRAVEL FOR INTERNATIONAL CONFERENCE 89605 South Asia 0 17 TRAVEL FOR INTERNATIONAL CONFERENCE 5245 Sub-Saharan Africa 0 5 TRAVEL FOR INTERNATIONAL CONFERENCE 7140 279 5 284 220558 7140 227698 North America CONDUCT RESEARCH 11028 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER North America - Canada and Mexico, but CONDUCT RESEARCH 6175 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 1 1 0 0 0 0 0 0 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 1 1 1 X 1 X 1 0 1 1 2682469 2682469 0.00330 19033032 9324990 9708042 0.01200 21715501 9324990 12390511 0.01530 24562967 5699100 18863867 0.02330 47620119 18336136 29283983 0.03610 38396107 1537030 36859077 0.04550 1401368 1401368 0.00170 111980561 25572266 86408295 0.10660 133696062 34897256 98798806 0.12190 16600 16600 0.00000 16600 16600 0 9156688 122145530 144650246 -22504716 X 1 1 1 2 MAYO CLINIC HOSPITAL

5777 EAST MAYO BOULEVARD PHOENIX AZ 85054

X X X X PHARMACY/REHAB NOT REQUIRED 1 3 MAYO CLINIC SCOTTSDALE CAMPUS

13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259

RESEARCH FACILITY/CLINIC/PHARMACY MAYO CLINIC FAMILY MEDICINE - THUNDERBIR

13737 NORTH 92ND STREET SCOTTSDALE AZ 85260

CLINIC MAYO CLINIC FAMILY MEDICINE - ARROWHEAD

20199 NORTH 75TH AVENUE GLENDALE AZ 85308

CLINIC 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). 1 AMERICAN CANCER SOCIETY GREAT WEST DIVISION 4550 E BELL ROAD SUITE 126 PHOENIX AZ 85032 841316555 501(c)(3) 60000 SUPPORT ORGANIZATION'S EXEMPT PURPOSE AMERICAN HEART ASSOCIATION 710 SECOND AVENUE 900 SEATTLE WA 98104 135613797 501(c)(3) 25000 SUPPORT ORGANIZATION'S EXEMPT PURPOSE AMERICAN LIVER FOUNDATION 4545 E SHEA BLVD 164 PHOENIX AZ 85028 362883000 501(c)(3) 35375 SUPPORT ORGANIZATION'S EXEMPT PURPOSE ARIZONA TRANSPLANT HOUSE FOUNDATION INC 5811 E MAYO BLVD PHOENIX AZ 85054 860936101 501(c)(3) 30000 SUPPORT ORGANIZATION'S EXEMPT PURPOSE MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(c)(3) 7576787 SUPPORT ORGANIZATION'S EXEMPT PURPOSE NATIONAL MULTIPLE SCLEROSIS SOCIETY - ARIZONA CHAPTER 5025 E WASHINGTON SUITE 102 PHOENIX AZ 85034 860180887 501(c)(3) 10000 SUPPORT ORGANIZATION'S EXEMPT PURPOSE SCOTTSDALE LEADERSHIP INC 4141 N GRANITE REEF RD STE 102 SCOTTSDALE AZ 85251 860822647 501(c)(3) 7450 SUPPORT ORGANIZATION'S EXEMPT PURPOSE SOCIETY OF ST VINCENT DE PAUL PO BOX 13600 PHOENIX AZ 850023600 860096789 501(c)(3) 20000 SUPPORT ORGANIZATION'S EXEMPT PURPOSE SUSAN G KOMEN FOR THE CURE 2040 WEST BETHANY HOME ROAD PHOENIX AZ 85015 752845061 501(c)(3) 20000 SUPPORT ORGANIZATION'S EXEMPT PURPOSE THE LEUKEMIA & LYMPHOMA SOCIETY INC 3877 N 7TH ST SUITE 300 PHOENIX AZ 85014 135644916 501(c)(3) 10000 SUPPORT ORGANIZATION'S EXEMPT PURPOSE VALLEY OF THE SUN UNITED WAY 1515 EAST OSBORN ROAD PHOENIX AZ 850145386 860104419 501(c)(3) 26400 SUPPORT ORGANIZATION'S EXEMPT PURPOSE DONOR NETWORK OF ARIZONA 201 W COOLIDGE ST PHOENIX AZ 85013 860707697 501(c)(3) 10000 SUPPORT ORGANIZATION'S EXEMPT PURPOSE EPILEPSY FOUNDATION ARIZONA 240 W THOMAS 2ND FLOOR PHOENIX AZ 85013 866080639 501(c)(3) 8000 SUPPORT ORGANIZATION'S EXEMPT PURPOSE GREATER PHOENIX ECONOMIC COUNCIL 2 N CENTRAL AVE STE 2500 PHOENIX AZ 85004 860539979 501(c)(3) 25000 SUPPORT ORGANIZATION'S EXEMPT PURPOSE HOSPICE OF THE VALLEY 1510 E FLOWER STREET PHOENIX AZ 85014 860338886 501(c)(3) 5300 SUPPORT ORGANIZATION'S EXEMPT PURPOSE MOUNTAIN PARK HEALTH CENTER FOUNDATION 2702 N THIRD STREET PHOENIX AZ 85004 205241918 501(c)(3) 125000 SUPPORT ORGANIZATION'S EXEMPT PURPOSE PHOENIX CHILDRENS HOSPITAL FOUNDATION 2929 E CAMELBACK RD SUITE 122 PHOENIX AZ 85016 742421549 501(c)(3) 25000 SUPPORT ORGANIZATION'S EXEMPT PURPOSE SCIENCE FOUNDATION ARIZONA 400 E VAN BUREN ST SUITE 200 PHOENIX AZ 85004 204365711 501(c)(3) 40000 SUPPORT ORGANIZATION'S EXEMPT PURPOSE SCOTTSDALE CHAMBER OF COMMERCE 4725 N SCOTTSDALE RD STE 210 SCOTTSDALE AZ 85251 860113143 501(c)(6) 12100 SUPPORT ORGANIZATION'S EXEMPT PURPOSE ARIZONA STATE UNIVERSITY PO BOX 870502 TEMPE AZ 85287 860196696 STATE OF AZ 166549 GOVERNMENT GRANT SUBCONTRACT BANNER HEALTH RESEARCH 1441 N 12TH STREET PHOENIX AZ 85006 450233470 501(c)(3) 13325 GOVERNMENT GRANT SUBCONTRACT THE CENTER FOR TRANSLATIONAL DRUG DEVELOPMENT LLC 13208 E SHEA BLVD 100 SCOTTSDALE AZ 85259 432047329 24000 GOVERNMENT GRANT SUBCONTRACT DANA FARBER CANCER INSTITUTE 44 BINNEY ST STE BP600 BOSTON MA 02115 042263040 501(c)(3) 46186 GOVERNMENT GRANT SUBCONTRACT MEDICAL COLLEGE OF WISCONSIN PO BOX 26509 MILWAUKEE WI 53226 390806261 501(c)(3) 25542 GOVERNMENT GRANT SUBCONTRACT ST JOSEPH'S HOSPITAL AND MEDICAL CENTER 350 WEST THOMAS RD PHOENIX AZ 85013 860096787 501(c)(3) 25512 GOVERNMENT GRANT SUBCONTRACT SUN HEALTH CORPORATION 13180 N 103RD DRIVE SUN CITY AZ 85351 860768795 117576 GOVERNMENT GRANT SUBCONTRACT TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 445 N 5TH ST STE 600 PHOENIX AZ 85004 753065445 501(c)(3) 361906 GOVERNMENT GRANT SUBCONTRACT BLOOD SYSTEMS INC PO BOX 1867 SCOTTSDALE AZ 85252 860098929 501(c)(3) 10926 GOVERNMENT GRANT SUBCONTRACT 25 3 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule 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. X X X X 1 1 0 1 0 0 0 0 0 0 0 CASELLI MD RICHARD J 290437 0 0 0 130572 0 24846 0 21002 0 466857 0 64668 0 FREY MD KEITH A 288076 0 0 0 48684 0 46939 0 19136 0 402835 0 16313 0 GORMAN MD R SCOTT 312314 0 0 0 120507 0 62353 0 8472 0 503646 0 24579 0 KRAHN MD LOIS E 292555 0 0 0 7482 0 51131 0 19883 0 371051 0 4487 0 LYONS MD MARK K 629630 0 0 0 757660 0 116438 0 24951 0 1528679 0 281146 0 MILLER MD LAURENCE 506865 0 0 0 1803316 0 769 0 29961 0 2340911 0 480628 0 PAIGE KEVIN A 283919 0 0 0 4753 0 35823 0 21244 0 345739 0 0 0 RAKELA MD JORGE 516753 0 0 0 636433 0 133789 0 26043 0 1313018 0 273011 0 STONE MD WILLIAM M 491134 0 0 0 847683 0 77219 0 21808 0 1437844 0 100866 0 THOMAS GREGORY J 351009 0 0 0 534144 0 893 0 8166 0 894212 0 190978 0 TRASTEK MD VICTOR F 680774 0 0 0 3050323 0 184719 0 16645 0 3932461 0 548263 0 ZIMMERMAN MD RICHARD S 624442 0 0 0 914097 0 150476 0 30769 0 1719784 0 110967 0 BROWN MICHAEL E 196833 0 0 0 691 0 16024 0 8174 0 221722 0 0 0 FROISLAND JEFFREY R 227672 0 0 0 799 0 14763 0 12677 0 255911 0 0 0 ANDREWS MD PAUL E 464480 0 0 0 413476 0 83435 0 31131 0 992522 0 0 0 ARABIA MD FRANCISCO A 624642 0 0 0 117658 0 88382 0 13221 0 843903 0 104461 0 COLBY MD THOMAS V 388143 0 0 0 684634 0 90505 0 19151 0 1182433 0 64517 0 COLE MD DANIEL J 399088 0 0 0 102696 0 53612 0 22243 0 577639 0 0 0 EVERSMAN MD WILLIAM G 532207 0 0 0 1039623 0 107664 0 20942 0 1700436 0 107118 0 FONSECA MD RAFAEL 361557 0 0 0 67386 0 38762 0 32646 0 500351 0 15106 0 FOWL MD RICHARD J 463006 0 0 0 651441 0 76386 0 8135 0 1198968 0 28670 0 HATTRUP MD STEVEN J 486565 0 0 0 1003304 0 106039 0 28237 0 1624145 0 13564 0 HAYDEN MD RICHARD E 452737 0 0 0 326237 0 94549 0 25088 0 898611 0 10951 0 HELMERS MD RICHARD A 387816 0 0 0 401785 0 82279 0 21720 0 893600 0 28610 0 JOHNSON MD C DANIEL 543416 0 0 0 1394155 0 110029 0 16641 0 2064241 0 69987 0 LEIGHTON MD JONATHAN A 415365 0 0 0 393936 0 82980 0 28134 0 920415 0 11293 0 MAGTIBAY MD PAUL M 448134 0 0 0 125458 0 47697 0 21134 0 642423 0 6735 0 MESA MD RUBEN A 319211 0 0 0 16239 0 23866 0 21999 0 381315 0 0 0 MONEY MD SAMUEL R 467322 0 0 0 106172 0 62303 0 34288 0 670085 0 3166 0 MUELLER MD JEFF T 401160 0 0 0 106499 0 41830 0 11380 0 560869 0 7929 0 MULLIGAN MD DAVID C 518707 0 0 0 324755 0 92535 0 23896 0 959893 0 31721 0 SCHILD MD STEVEN E 453019 0 0 0 461701 0 77856 0 24345 0 1016921 0 22306 0 SIRVEN MD JOSEPH I 267250 0 0 0 5154 0 21990 0 21127 0 315521 0 6145 0 SWANSON MD SCOTT K 476416 0 0 0 1338238 0 123907 0 24312 0 1962873 0 199127 0 COLLINS MD JOSEPH M 512519 0 0 0 1081835 0 115905 0 20373 0 1730632 0 0 0 LANZA MD LOUIS A 620070 0 0 0 1036664 0 111691 0 19586 0 1788011 0 131915 0 MAGRINA MD JAVIER F 439621 0 5000 0 1090596 0 84918 0 9508 0 1629643 0 0 0 MUHM SR MD JOHN R 259951 0 0 0 2083825 0 0 0 15217 0 2358993 0 0 0 NELSON MD KENT D 512255 0 0 0 1000246 0 109304 0 15120 0 1636925 0 0 0 ANDERSON JAMES G 268993 0 0 0 1258873 0 0 0 14370 0 1542236 0 621592 0 WILKENS MD JAMES A 249942 0 0 0 342472 0 33311 0 24370 0 650095 0 43986 0 CUMMINGS JD NANCY J 153427 0 0 0 849 0 16548 0 27973 0 198797 0 0 0 WEIS SHIRLEY A 0 724309 0 0 0 631137 0 305748 0 17625 0 1678819 0 233413 BEAUCHAMP MD CHRISTOPHER P 492865 0 0 0 768491 0 99674 0 21360 0 1382390 0 46657 0 BOUR THOMAS C 280916 0 0 0 24412 0 21791 0 23992 0 351111 0 12251 0 DOUGLAS MD DAVID D 401053 0 0 0 254024 0 62856 0 28456 0 746389 0 18743 0 EDWARDS MD FREDERICK D 219346 0 0 0 2636 0 26755 0 14438 0 263175 0 0 0 FERRIGNI MD ROBERT G 459640 0 0 0 894137 0 112379 0 24069 0 1490225 0 50106 0 FITCH MD TOM R 333057 0 0 0 236269 0 46716 0 24134 0 640176 0 22813 0 KHANDHERIA MD BIJOY 0 0 0 0 476048 0 0 0 0 0 476048 0 0 0 MARLER DVM PHD RONALD J 146213 0 0 0 2710 0 23761 0 22132 0 194816 0 0 0 ROBERTS MD DANIEL L 231574 0 0 0 1003 0 8801 0 18504 0 259882 0 0 0 SCOTT MD LUIS R P 483149 0 0 0 93470 0 48286 0 20942 0 645847 0 3411 0 SMITH MD ANTHONY A 482553 0 0 0 759179 0 106572 0 21552 0 1369856 0 16542 0 WINGERCHUK MD DEAN M 240450 0 0 0 1807 0 12566 0 35819 0 290642 0 3768 0 YOUNG-FADOK MD TONIA M 428608 0 0 0 236114 0 45214 0 21086 0 731022 0 3761 0 TAJIK MD A JAMIL 0 0 0 0 2155708 0 0 0 68 0 2155776 0 0 0 Part I, Line 1a SEVERAL 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 4b THIS ENTITY OR ITS AFFILIATE HAS A SUPPLEMENTAL RETIREMENT PLAN (SRP) DESIGNED TO ROUGHLY APPROXIMATE AN EXTENSION OF THE BENEFITS UNDER THE MAYO PENSION PLAN TO INCOME ABOVE THE INTERNAL REVENUE CODE QUALIFIED PLAN LIMIT IN SECTION 401(a)(17). 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 Supplemental Information Part III THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE CORE 990 PART VI SECTION B LINE 15 FOR FURTHER INFORMATION REGARDING THE PROCESS UTILIZED. COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. INDUSTRIAL DEVELOPMENT AUTHORITY OF THE COUNTY OF MARICOPA COUNTY 860445263 566816HJ6 2006-05-11 51044714 TO FINANCE ACQUISITION & CONSTRUCTION OF HEALTH CARE FACILITIES 0 0 0 53731834 3777160 310641 49644033 2008 0 0 1 1 0 0 0 0 0 0.00020 0.00030 0.00050 1 0 0 0 0 0 0 Difference between Part I Column (e) and Part II Line 3 for Bond Issue A is investment earnings. THERESE A JOHNSON FAMILY RELATIONSHIP - SPOUSE OF KEY EMPLOYEE C. DANIEL JOHNSON, M.D. 101005 COMPENSATION 0 LINDA Q PAIGE FAMILY RELATIONSHIP - SPOUSE OF OFFICER KEVIN A. PAIGE 107511 COMPENSATION 0 PATRICIA MONROE-FOWL CRNA FAMILY RELATIONSHIP - SPOUSE OF KEY EMPLOYEE RICHARD J. FOWL, M.D. 182272 COMPENSATION 0 APRIL CHANG-MILLER MD FAMILY RELATIONSHIP - SPOUSE OF DIRECTOR LAURENCE J. MILLER, M.D. 134819 COMPENSATION 0 0 PATRICIA B SCOTT PT FAMILY RELATIONSHIP - SPOUSE OF KEY EMPLOYEE LUIS SCOTT, M.D. 31646 COMPENSATION 0 0 Form 990, Part VI, Section A, line 2 GREGORY 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 3 MAYO-AFFILIATED ENTITIES ROUTINELY DELEGATED VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO RELATED ENTITIES. Form 990, Part VI, Section A, line 6 THE SOLE CORPORATE MEMBER IS MAYO CLINIC. Form 990, Part VI, Section A, line 7a ELECTION 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 7b THE ARTICLES PROVIDE THE SOLE CORPORATE MEMBER POWER IN AREAS SUCH AS COMPENSATION, CAPITAL, BUDGET, AND DEBT. Form 990, Part VI, Section B, line 11 THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM SITE ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT. IT IS THEN REVIEWED BY THE 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. Form 990, Part VI, Section B, line 12c 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 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. Form 990, Part VI, Section C, line 19 CONFLICT OF INTEREST POLICY IS ON THE MAYOCLINIC.ORG WEBSITE. FINANCIAL STATEMENTS ARE ATTACHED TO FORM 990. GOVERNING DOCUMENTS ARE NOT MADE PUBLICLY AVAILABLE. AVERAGE HOURS PER WEEK DEVOTED TO POSITION WITH RELATED ORGANIZATION PART VII SECTION A SHIRLEY A. WEIS 40 HOURS Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: 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 2C THERE WAS NO CHANGE IN THE PROCESS DURING THE YEAR. INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY 990, PART I, LINE 4 AND PART VI, LINE 1B THE BOARD OF TRUSTEES OF MAYO CLINIC, THE PARENT ENTITY OF THE MAYO CLINIC-AFFILIATED ENTITIES, IS COMPRISED OF MORE THAN 50% PUBLIC TRUSTEES. ALBERT LEA MEDICAL CENTER -- MAYO HEALTH SYSTEM 404 WEST FOUNTAIN STREET ALBERT LEA MN 56007 411404075 HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC 1 AUSTIN MEDICAL CENTER -- MAYO HEALTH SYSTEM 1000 FIRST DRIVE NW AUSTIN MN 55912 410695606 HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC 1 AUSTIN MEDICAL CENTER FOUNDATION 1000 FIRST DRIVE NW AUSTIN MN 55912 300107471 FUNDRAISING FOUNDATION MN 501(c)(3) 7 AUSTIN MEDICAL CENTER -- MAYO HEALTH SYSTEM 1 BARRON MEMORIAL MEDICAL CENTER -- MAYO HEALTH SYSTEM 1222 EAST WOODLAND AVE BARRON WI 54812 390920634 HOSPITAL AND CLINIC WI 501(c)(3) 3 LUTHER HOSPITAL 1 BLOOMER LAKEVIEW INC 2110 DUNCAN ROAD BLOOMER WI 54724 391450617 LOW INCOME HOUSING WI 501(c)(3) 7 BLOOMER MEMORIAL MEDICAL CENTER INC -- MAYO HEALTH SYSTEM 1 BLOOMER MEMORIAL MEDICAL CENTER INC -- MAYO HEALTH SYSTEM 1501 THOMPSON STREET BLOOMER WI 54724 390980343 HOSPITAL AND CLINIC WI 501(c)(3) 3 LUTHER HOSPITAL 1 CANNON FALLS MEDICAL CENTER -- MAYO HEALTH SYSTEM 1116 WEST MILL STREET CANNON FALLS MN 55009 204156428 HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC 1 CHARTERHOUSE INC 200 FIRST STREET SW ROCHESTER MN 55905 411405254 RETIREMENT LIVING CENTER MN 501(c)(3) 9 MAYO CLINIC 1 FAIRMONT MEDICAL CENTER -- MAYO HEALTH SYSTEM 800 MEDICAL CENTER DRIVE PO BOX 800 FAIRMONT MN 56031 410760836 HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC 1 FOUNTAIN LAKE TREATMENT CENTER 404 WEST FOUNTAIN STREET ALBERT LEA MN 56007 411404076 CHEMICAL DEPENDENCY TREATMENT MN 501(c)(3) 3 ALBERT LEA MEDICAL CENTER -- MAYO HEALTH SYSTEM 1 FRANCISCAN SKEMP FOUNDATION OF ARCADIA INC 464 SOUTH JOHNSON STREET ARCADIA WI 54612 391322480 FUNDRAISING FOUNDATION WI 501(c)(3) 9 FRANCISCAN SKEMP HEALTHCARE INC 1 FRANCISCAN SKEMP FOUNDATION OF SPARTA INC 310 WEST MAIN STREET SPARTA WI 54656 391423234 FUNDRAISING FOUNDATION WI 501(c)(3) 9 FRANCISCAN SKEMP HEALTHCARE INC 1 FRANCISCAN SKEMP FOUNDATION INC 700 WEST AVE SOUTH LA CROSSE WI 54601 391186647 FUNDRAISING FOUNDATION WI 501(c)(3) 11-II FRANCISCAN SKEMP HEALTHCARE INC 1 FRANCISCAN SKEMP HEALTHCARE INC 700 WEST AVE SOUTH LA CROSSE WI 54601 391411999 HEALTHCARE SYSTEM PARENT WI 501(c)(3) 11-I MAYO CLINIC 1 FRANCISCAN SKEMP MEDICAL CENTER INC 700 WEST AVE SOUTH LA CROSSE WI 54601 390806374 HOSPITAL AND CLINIC WI 501(c)(3) 3 FRANCISCAN SKEMP HEALTHCARE INC 1 GCAS 200 FIRST STREET SW ROCHESTER MN 55905 411917517 AMBULANCE SERVICE MN 501(c)(3) 9 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 1 GOLD CROSS AMBULANCE SERVICE 200 FIRST STREET SW ROCHESTER MN 55905 411917516 AMBULANCE SERVICE MN 501(c)(3) 9 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 1 GOLD CROSS AMBULANCE INC 200 FIRST STREET SW ROCHESTER MN 55905 391942957 AMBULANCE SERVICE MN 501(c)(3) 9 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 1 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM 1025 MARSH STREET MANKATO MN 56002 411236756 HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC 1 IMMANUEL-ST JOSEPH'S FOUNDATION -- MAYO HEALTH SYSTEM 1025 MARSH STREET MANKATO MN 56002 411663357 FUNDRAISING FOUNDATION MN 501(c)(3) 7 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM 1 LAKE CITY MEDICAL CENTER - MAYO HEALTH SYSTEM 500 WEST GRANT STREET LAKE CITY MN 55041 411906820 HOSPITAL MN 501(c)(3) 3 MAYO CLINIC 1 LUTHER HOSPITAL 1221 WHIPPLE STREET EAU CLAIRE WI 54703 390813418 HOSPITAL WI 501(c)(3) 3 MAYO CLINIC 1 LUTHER LAKESIDE APARTMENTS INC 714 SOUTH BARSTOW STREET EAU CLAIRE WI 54701 391409024 LOW INCOME HOUSING WI 501(c)(3) 9 LUTHER HOSPITAL 1 LUTHER MIDELFORT FOUNDATION INC 733 W CLAIREMONT AVE PO BOX 1510 EAU CLAIRE WI 54702 391633407 GRANTMAKING FOUNDATION WI 501(c)(3) PF MIDELFORT CLINIC LTD -- MAYO HEALTH SYSTEM 0 MAYO CLINIC ARIZONA 13400 EAST SHEA BLVD SCOTTSDALE AZ 85259 860800150 HOSPITAL AND CLINIC AZ 501(c)(3) 3 MAYO CLINIC 1 MAYO CLINIC FLORIDA (A NONPROFIT CORPORATION) 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 590714831 HOSPITAL FL 501(c)(3) 3 MAYO CLINIC JACKSONVILLE 1 MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 593337028 PATIENT CARE - CLINIC FL 501(c)(3) 7 MAYO CLINIC 1 MAYO CLINIC -- METHODIST HOSPITAL 200 FIRST STREET SW ROCHESTER MN 55905 410739106 HOSPITAL MN 501(c)(3) 3 MAYO CLINIC 1 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 PATIENT CARE - CLINIC MN 501(c)(3) 9 MAYO CLINIC 1 MAYO CLINIC -- SAINT MARYS HOSPITAL 200 FIRST STREET SW ROCHESTER MN 55905 410944601 HOSPITAL MN 501(c)(3) 3 MAYO CLINIC 1 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 200 FIRST STREET SW ROCHESTER MN 55905 411506440 CHARITABLE, EDUCATIONAL & SCIENTIFIC ACTIVITIES MN 501(c)(3) 9 MAYO CLINIC 1 MIDELFORT CLINIC LTD -- MAYO HEALTH SYSTEM PO BOX 1510 EAU CLAIRE WI 54702 391735831 PATIENT CARE - CLINIC WI 501(c)(3) 3 MAYO CLINIC 0 MILES AND SHIRLEY FITERMAN ENDOWMENT FUND FOR DIGESTIVE DISEASES 200 FIRST STREET SW ROCHESTER MN 55905 412020392 SUPPORT RESEARCH, PRACTICE & EDUCATION MN 501(c)(3) 11-I MAYO CLINIC 1 NORTHWEST WISCONSIN HOMECARE INC PO BOX 2060 EAU CLAIRE WI 54702 391491516 HOME HEALTH AND HOSPICE CARE WI 501(c)(3) 9 LUTHER HOSPITAL 1 NORTHWEST WISCONSIN SUPPORTIVE HOMECARE INC PO BOX 2060 EAU CLAIRE WI 54702 391686673 HOME HEALTH CARE WI 501(c)(3) 9 LUTHER HOSPITAL 1 OSSEO MEDICAL CENTER INC -- MAYO HEALTH SYSTEM PO BOX 70 / 13025 EIGHTH STREET OSSEO WI 54758 391029430 HOSPITAL AND CLINIC WI 501(c)(3) 3 LUTHER HOSPITAL 1 POVERELLO FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 411494881 FUNDRAISING FOUNDATION MN 501(c)(3) 11-I MAYO CLINIC -- SAINT MARYS HOSPITAL 1 RED CEDAR MEDICAL CENTER INC -- MAYO HEALTH SYSTEM 2321 STOUT ROAD MENOMONIE WI 54751 510190875 HOSPITAL AND CLINIC WI 501(c)(3) 3 MAYO CLINIC 1 SPRINGFIELD MEDICAL CENTER -- MAYO HEALTH SYSTEM 625 NORTH JACKSON AVENUE SPRINGFIELD MN 56087 411893827 HOSPITAL AND CLINIC MN 501(c)(3) 3 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM 1 ST JAMES MEDICAL CENTER -- MAYO HEALTH SYSTEM 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 410797368 HOSPITAL AND CLINIC MN 501(c)(3) 3 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM 1 ST JAMES MEDICAL CENTER FOUNDATION INC 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 411444129 FUNDRAISING FOUNDATION MN 501(c)(3) 7 ST JAMES MEDICAL CENTER -- MAYO HEALTH SYSTEM 1 WASECA MEDICAL CENTER -- MAYO HEALTH SYSTEM 501 NORTH STATE STREET WASECA MN 56093 363606405 HOSPITAL AND CLINIC MN 501(c)(3) 3 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM 1 MAYO KLINIK STIFTUNG 60486 FRANKFURT AM MAIN FRANKFURT GM FUNDRAISING FOUNDATION GM MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 0 J ORIN EDSON FOUNDATION PO BOX 14580 JACKSON WY 830024580 263002560 FUNDRAISING FOUNDATION WY 501(c)(3) Line 11d, III-O N/A 0 FRANKLIN HEATING STATION 119 THIRD ST SW ROCHESTER MN 55902 410264830 UTILITY MN N/A CANNON VALLEY CLINIC -- MAYO HEALTH SYSTEM 635 FIRST STREET SE FARIBAULT MN 55021 411817179 PATIENT CARE - CLINIC MN N/A C DECORAH CLINIC -- MAYO HEALTH SYSTEM 907 MONTGOMERY STREET DECORAH IA 52101 411711329 PATIENT CARE - CLINIC IA N/A C FIOS THERAPEUTICS INC 200 FIRST STREET SW ROCHESTER MN 55905 711029189 RESEARCH MN N/A C HEALTH TRADITION HEALTH PLAN 1808 EAST MAIN STREET ONALASKA WI 54650 391545987 MEDICAL SERVICES COMPANY WI N/A C LOBSS NETWORK SUPPORT 2002 INC 200 FIRST STREET SW ROCHESTER MN 55905 481276150 ADMINISTRATIVE SERVICES MN N/A C MAYO COLLABORATIVE SERVICES INC 200 FIRST STREET SW ROCHESTER MN 55905 411346366 REFERENCE LAB SERVICES MN N/A C MAYO HOLDING COMPANY 200 FIRST STREET SW ROCHESTER MN 55905 411578020 HOLDING COMPANY MN N/A C MAYO INSURANCE COMPANY LTD 200 FIRST STREET SW ROCHESTER MN 55905 SELF INSURANCE POOL CJ N/A C MAYO MEDICAL LABORATORIES NEW ENGLAND INC 265 BALLARDVALE STREET WILMINGTON MA 01887 043323713 LABORATORY SERVICES MA N/A C MAYO REGIONAL PRACTICES OF ARIZONA 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 061190278 THIRD PARTY ADMINISTRATION SERVICES AZ N/A C MHS SERVICES INC 200 FIRST STREET SW ROCHESTER MN 55905 411282517 EQUIPMENT & REAL ESTATE LEASING MN N/A C MMSI INC 21 FIRST STREET SW ROCHESTER MN 55905 411547003 THIRD PARTY ADMINISTRATION SERVICES MN N/A C NORTHWEST HEALTH VENTURES INC 1221 WHIPPLE STREET EAU CLAIRE WI 54703 391528920 PHARMACY SERVICES WI N/A C OWATONNA CLINIC -- MAYO HEALTH SYSTEM 134 SOUTHVIEW OWATONNA MN 55060 411862132 PATIENT CARE - CLINIC MN N/A C PHYSICIAN AND HOSPITAL PRACTICES INC 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 930926631 HEALTH SERVICES FL N/A C ROCHESTER AIRPORT COMPANY ROUTE 2 ROCHESTER MN 55902 410506870 AIRPORT MANAGEMENT MN N/A C SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION 13400 E SHEA BLVD SCOTTSDALE AZ 85259 860870505 COMMERCIAL PROPERTY OWNERS ASSOCIATION AZ MAYO CLINIC ARIZONA C 0.66670 THE STABILE BUILDING OWNERS' ASSOCIATION 200 FIRST STREET SW ROCHESTER MN 55905 208994499 COMMERCIAL PROPERTY OWNERS ASSOCIATION MN N/A C 0 1 1 0 0 0 1 0 1 0 0 1 0 1 1 1 1 1 MAYO CLINIC B 3921369 GAAP MAYO CLINIC C 27422976 GAAP MAYO CLINIC -- SAINT MARYS HOSPITAL C 125000 GAAP MAYO CLINIC JACKSONVILLE C 11045 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH G 240767224 GAAP MAYO CLINIC I 4035225 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH L 544940 GAAP MMSI INC L 1730287 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH N 360929065 GAAP MAYO CLINIC O 1938 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH O 417211 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH P 1110495 GAAP MAYO REGIONAL PRACTICES OF ARIZONA Q 235572 GAAP MAYO CLINIC R 2796031 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH R 24389921 GAAP MAYO CLINIC JACKSONVILLE B 143465 GAAP MAYO COLLABORATIVE SERVICES INC L 6519861 GAAP MAYO CLINIC Q 55000000 gAAP