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MAYO CLINIC HEALTH SYSTEM-AUSTIN: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MAYO CLINIC HEALTH SYSTEM-AUSTIN (EIN 41-0695606)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-10-05
IRS object ID
201132789349300703
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)
Timestamp2011-10-05T08:11:03-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN410695606EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MAYO CLINIC HEALTH SYSTEM-AUSTINBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMAYONameControl
Phone5075381297Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 FIRST DRIVE NWAddressLine1
CityAUSTINCity
StateMNState
ZIP Code55912ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID AGERTER MDName
TitlePRESIDENTTitle
Phone5075381297Phone
Date Signed2011-10-05DateSigned
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1FKA AUSTIN MEDICAL CENTER-MAYO HEALTBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonDAVID AGERTER MDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11000 FIRST DRIVE NWAddressLine1
CityAUSTINCity
StateMNState
ZIP Code55912ZIPCode
FieldValueIRS element (for citing)
Gross Receipts112280040GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.AUSTINMEDICALCENTER.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1896YearFormation
State Legal DomicileMNStateLegalDomicile
Activity Or Mission DescriptionOPERATION OF A HOSPITAL AND CLINIC.ActivityOrMissionDescription
Nbr Voting Members Governing Body10NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees1082TotalNbrEmployees
Total Nbr Volunteers105TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year964986ContributionsGrantsPriorYear
Contributions Grants Current Year997143ContributionsGrantsCurrentYear
Program Service Revenue Prior Year106680842ProgramServiceRevenuePriorYear
Program Service Revenue CY109339246ProgramServiceRevenueCY
Investment Income Prior Year220738InvestmentIncomePriorYear
Investment Income Current Year1243526InvestmentIncomeCurrentYear
Other Revenue Prior Year442151OtherRevenuePriorYear
Other Revenue Current Year434980OtherRevenueCurrentYear
Total Revenue Prior Year108308717TotalRevenuePriorYear
Total Revenue Current Year112014895TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year46335GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY30656GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year62122664SalariesEtcPriorYear
Salaries Etc Current Year65471313SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year142391TotalFundrsngExpCurrentYear
Other Expense Prior Year38236818OtherExpensePriorYear
Other Expenses Current Year38402172OtherExpensesCurrentYear
Total Expenses Prior Year100405817TotalExpensesPriorYear
Total Expenses Current Year103904141TotalExpensesCurrentYear
Revenues Less Expenses Prior Year7902900RevenuesLessExpensesPriorYear
Revenues Less Expenses CY8110754RevenuesLessExpensesCY
Total Assets BOY119711057TotalAssetsBOY
Total Assets EOY130478580TotalAssetsEOY
Total Liabilities BOY12006383TotalLiabilitiesBOY
Total Liabilities EOY12932837TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY107704674NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY117545743NetAssetsOrFundBalancesEOY
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
Expense96341522Expense
Revenue109694257Revenue
DescriptionPATIENT CARE - SEE SCHEDULE OMAYO HEALTH SYSTEM IS A FAMILY OF CLINICS, HOSPITALS AND HEALTH CARE FACILITIES SERVING COMMUNITIES IN MINNESOTA, IOWA AND WISCONSIN. AS PART OF MAYO CLINIC, MAYO HEALTH SYSTEM OFFERS OUTSTANDING CARE CLOSE TO HOME. PHYSICIANS AND STAFF IN MAYO HEALTH SYSTEM HAVE READY ACCESS TO THE KNOWLEDGE, RESOURCES, AND EXPERTISE OF MAYO CLINIC, YET CAN MEET PATIENTS' HEALTH CARE NEEDS LOCALLY. MAYO HEALTH SYSTEM IS PART OF THE COMMUNITY, FOCUSED ON IMPROVING THE HEALTH OF THE COMMUNITIES IN WHICH WE LIVE AND WORK. MAYO HEALTH SYSTEM TEAMS WITH MAYO CLINIC TO DELIVER UNPARALLELED HEALTH CARE TO COMMUNITIES THROUGH AN INTEGRATED NETWORK OF CLINICS AND HOSPITALS.MAYO HEALTH SYSTEM SITES EMPLOY APPROXIMATELY 800 PHYSICIANS AND 13,000 ALLIED HEALTH STAFF. IN ADDITION, MAYO CLINIC PHYSICIANS FROM MULTIPLE SPECIALTIES REGULARLY SEE PATIENTS AT THE MAYO HEALTH SYSTEM FACILITIES. BESIDES HAVING HEALTH CARE FACILITIES IN 70 COMMUNITIES, THE SYSTEM INCLUDES 17 OWNED HOSPITALS, SEVEN OWNED NURSING HOMES, PHYSICIAN SERVICE AGREEMENTS WITH THREE ADDITIONAL HOSPITALS, AND CONTRACT MANAGEMENT AGREEMENTS WITH TWO ADDITIONAL HOSPITALS AND ONE NURSING HOME. SINCE ITS INCEPTION IN 1992, MAYO HEALTH SYSTEM HAS GROWN FROM A NEW IDEA TO ONE OF THE MOST SUCCESSFUL REGIONAL HEALTH CARE SYSTEMS IN AMERICA. MAYO HEALTH SYSTEM COMPLETES MORE THAN TWO-MILLION PATIENT VISITS ANNUALLY. IT ALSO SERVES AS A NATIONAL LEADER IN QUALITY AND SAFETY EFFORTS BEING RECOGNIZED SIX TIMES BY THE AMERICAN MEDICAL GROUP ASSOCIATION'S ACCLAIM AWARD PROGRAM (2005 ACCLAIM AWARD RECIPIENT AND FIVE-TIME ACCLAIM AWARD HONOREE). THE ACCLAIM AWARDS HONOR PHYSICIAN-LED ORGANIZATIONS DELIVERING CARE ALIGNED WITH THE IDEAL DELIVERY MODEL WHERE PATIENTS EXPERIENCE SAFE, RELIABLE, RESPONSIVE, READILY AVAILABLE AND INTEGRATED CARE. IN ADDITION, THE MINNESOTA COUNCIL FOR QUALITY HAS RECOGNIZED MAYO HEALTH SYSTEM THREE TIMES FOR ITS PERFORMANCE EXCELLENCE EFFORTS. INDIVIDUAL MAYO HEALTH SYSTEM LOCATIONS HAVE ALSO BEEN HONORED FOR THEIR COMMITMENT TO QUALITY, SAFETY, SERVICE, PERFORMANCE AND THEIR COMMUNITIES.PEOPLE IN MINNESOTA, IOWA AND WISCONSIN CAN HAVE PEACE OF MIND KNOWING THAT MAYO HEALTH SYSTEM AND MAYO CLINIC PARTNER TO ENSURE HEALTHIER LIVES IN THE REGION. AS PART OF THE MAYO HEALTH SYSTEM, AUSTIN MEDICAL CENTER (AMC) OPERATES A HOSPITAL AND CLINIC IN AUSTIN, MINNESOTA - ALONG WITH REGIONAL CLINICS IN THE MINNESOTA COMMUNITIES OF ADAMS, BLOOMING PRAIRIE, GRAND MEADOW AND LEROY. AMC IS PRESENTLY LICENSED FOR 82 BEDS WITH AN AVERAGE DAILY CENSUS OF 35. AMC EMPLOYS APPROXIMATELY 971 INDIVIDUALS. THIS EMPLOYEE TOTAL INCLUDES, AMONG OTHER STAFF, 67 PHYSICIANS, 9 PHYSICIAN ASSISTANTS, 2 AUDIOLOGISTS, 14 NURSE PRACTITIONERS AND 1 OPTOMETRIST. AMC HAS A PRIMARY SERVICE AREA OF APPROXIMATELY 41,000 PEOPLE AND A SECONDARY SERVICE AREA OF APPROXIMATELY 16,000 PEOPLE. IN 2010, THERE WERE 3,146 PATIENTS ADMITTED, 407,014 ANCILLARY OUTPATIENT PROCEDURES AND 321,520 CLINIC VISITS. IN ADDITION TO PROVIDING PRIMARY CARE (INCLUDING FAMILY PRACTICE, INTERNAL MEDICINE, OB/GYN, PEDIATRICS, AND GENERAL SURGERY), AMC PROVIDES SPECIALTY CARE SERVICES IN ALLERGY, AUDIOLOGY, BEHAVIORAL HEALTHCARE, CARDIOLOGY, DERMATOLOGY, ENDOCRINOLOGY, ENT, GASTROENTEROLOGY, SLEEP, PAIN, HOME HEALTH/HOSPICE, NEUROLOGY, ONCOLOGY, OPHTHALMOLOGY, ORTHOPEDIC SURGERY, PODIATRY, PSYCHIATRY, RHEUMATOLOGY, UROLOGY AND PULMONOLOGY. AMC ALSO PROVIDES PROGRAMS IN ALTERNATIVE MEDICINE, INCLUDING A PAIN CLINIC, SPORTS MEDICINE, AND MASSAGE THERAPY.AMC PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. SERVICES ARE PROVIDED TO BOTH MEDICARE AND MEDICAID PATIENTS AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. IN ADDITION, SERVICES ARE ALSO PROVIDED TO PATIENTS UNDER OTHER MEANS-TESTED GOVERNMENT PROGRAMS AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES.IN 2010, AMC PROVIDED APPROXIMATELY $667,487 (AT COST) OF CHARITY CARE TO PATIENTS. THE UNREIMBURSED COST OF SERVICES PROVIDED TO MEDICAID PATIENTS WAS APPROXIMATELY $549,303. THE UNREIMBURSED COST OF SERVICES PROVIDED TO PATIENTS UNDER OTHER MEANS-TESTED GOVERNMENT PROGRAMS WAS $1,049,183. OTHER PATIENT CARE SERVICES OFFERED BY AMC: A TOBACCO CESSATION CLINIC THAT HELPS INDIVIDUALS ON A ONE-ON-ONE BASIS QUIT SMOKING, IN ADDITION TO PROVIDING SUPPORT AND EDUCATION. A LIFE CLINIC HEALTH STATION THAT PROVIDES INFORMATION AND TOOLS THAT ALLOWS THE PATIENT TO MONITOR THEIR OWN HEALTH. IT ALLOWS INDIVIDUALS TO MEASURE BLOOD PRESSURE, PULSE, WEIGHT, AND BODY MASS INDEX.24-HOUR INTERPRETER SERVICE TO PATIENTS, AND A FULLTIME INTERPRETER SERVICE LIAISON TO RUN THE PROGRAM AND PROVIDE CONTINUED IMPROVEMENTS IN PATIENT SATISFACTION. A SUPPORT GROUP FOR FAMILY MEMBERS WHO HAVE EXPERIENCED THE DEATH OF A LOVED ONE IS PROVIDED BY AMC'S HOSPICE PROGRAM. OTHER SERVICES THAT ARE PROVIDED BY THE HOSPICE PROGRAM INCLUDE HOSPICE CARE, SKILLED NURSING CARE, PERSONAL CARE/HOME MAKER SERVICES, THERAPY, NUTRITION SUPPORT, PHARMACY SERVICES, MEDICAL SOCIAL WORK SERVICES, PHYSICIAN DIRECTED SERVICES, CLERGY VOLUNTEERS, AND BEREAVEMENT SUPPORT. AMC'S CRIME VICTIMS RESOURCE CENTER (CVRC) PROVIDES SUPPORT TO VICTIMS OF CRIME, DOMESTIC VIOLENCE, OR SEXUAL ASSAULT. CVRC IS FUNDED THROUGH FEDERAL AND STATE GRANTS AND THROUGH THE MOWER COUNTY UNITED WAY. PROGRAMS INCLUDE THE GENERAL CRIME ASSISTANCE, DOMESTIC VIOLENCE INTERVENTION PROGRAM, AND SEXUAL ASSAULT ADVOCACY PROGRAM. AMC HAS A GREETER AT THE FRONT ENTRANCE TO HELP PATIENTS IN AND OUT OF VEHICLES AND DIRECTS THEM TO THEIR DESTINATIONS WITHIN THE MEDICAL CENTER. AMC ALSO OFFERS FREE TRANSPORTATION TO AND FROM THE MEDICAL CENTER FOR THOSE AGES 65 OR OLDER OR FOR THOSE WITH A DISABILITY.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense248324Expense
Grants10000Grants
DescriptionHEALTH PROFESSIONAL EDUCATION - SEE SCHEDULE OAMC PROVIDES CLINICAL EXPERIENCE FOR THE REGISTERED NURSE AND LICENSED PRACTICAL NURSE PROGRAMS, WHICH ARE OFFERED THROUGH RIVERLAND COMMUNITY COLLEGE. DURING 2010, APPROXIMATELY 88 NURSING STUDENTS WERE PROVIDED THE OPPORTUNITY FOR JOB SHADOWING AT AMC.AMC'S CLINIC NURSES HOLD SKILL FAIRS TO PRESENT AND GIVE DEMONSTRATIONS TO THEIR CO-WORKERS ON PROPER TECHNIQUE AND PROCEDURES. THE SKILL FAIRS HAVE HELPED THE NURSES REFRESH SKILLS THAT THEY DO NOT USE ON A REGULAR BASIS AND PERFECT SKILLS THAT ARE PREFORMED REGULARLY. AMC ALSO PROVIDES CLINICALS FOR CRNA'S, RESIDENTS AND RADIOLOGY STUDENTS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense406781Expense
Grants20656Grants
Revenue70094Revenue
DescriptionCOMMUNITY OUTREACH - SEE SCHEDULE O AMC HELD AN ANNUAL FLU SHOT CLINIC FOR THE COMMUNITY. THIS CLINIC PROVIDED FLU SHOTS TO INDIVIDUALS AT REDUCED RATES. PHYSICIANS AND PHYSICAL THERAPISTS FROM AMC PROVIDED MEDICAL COVERAGE AT VARIOUS LOCAL HIGH SCHOOL SPORTING EVENTS. AMC'S PHYSICAL THERAPY DEPARTMENTS IN THE REHAB SERVICES AREA GAVE SPORTS PHYSICALS TO LOCAL AND SURROUNDING AREA STUDENT ATHLETES. A FEW AMC PHYSICIANS PARTICIPATE IN THE PUBLIC HEALTH "OPEN DOOR CLINIC". THE "OPEN DOOR CLINIC" PROVIDES ANNUAL EXAMS AND VARIOUS TESTING TO TEENAGERS THROUGH AGE 24 IN THE COMMUNITY. AMC STAFF VOLUNTEERED AND PARTICIPATED AS A TEAM IN THE MARCH OF DIMES WALK AMERICA WALK-A-THON AND IN THE MOWER COUNTY RELAY FOR LIFE EVENT THAT HELPS RAISE FUNDS FOR CANCER RESEARCH AND EDUCATION. IN ADDITION, AMC PARTICIPATED IN THE ANNUAL UNITED WAY CAMPAIGN. AMC SPONSORS A "HEART N' SOLE" MALL WALKING PROGRAM. "HEART N' SOLE" IS A FREE PROGRAM FOR ANYONE INTERESTED IN PARTICIPATING AT THE OAK PARK MALL IN AUSTIN. PARTICIPANTS KEEP TRACK OF THEIR TIMES THEY WALK AND CAN RECEIVE A FREE PROGRAM T-SHIRT, ALONG WITH BEING ENTERED INTO A MONTHLY DRAWING FOR A $25 MALL GIFT CERTIFICATE. AMC TEAMED WITH THE MOWER COUNTY FAIR BOARD TO HELP SPONSOR HAND-WASHING STATIONS AT THE MOWER COUNTY FAIR.AMC HOSPICE HELD AN ANNUAL "MEMORIAL" SERVICE. THE HOSPICE MEMORIAL CELEBRATION IS AN OPPORTUNITY FOR GRIEVING PEOPLE TO COME TOGETHER FOR A TIME OF SHARING, HEALING, PRAYER, AND FELLOWSHIP.THE TOBACCO CESSATION CLINIC OFFERED FREE CARBON MONOXIDE SCREENING TO ALL STAFF AND VISITORS DURING THE GREAT AMERICAN SMOKEOUT. AMC STAFF SPOKE AT SEVERAL EVENTS DURING THE YEAR AND SERVED ON THE BOARDS OF VARIOUS AGENCIES IN THE COMMUNITY. AMC ALSO PREPARED THE MEALS FOR THE LOCAL "MEALS ON WHEELS" PROGRAM AND DONATED USED EQUIPMENT TO VARIOUS ENTITIES DURING THE YEAR.OVER 400 AREA FIRST AND SECOND GRADERS PARTICIPATED IN THE 2010 "HEALTH SAFARI" AT AMC FROM 8 SCHOOLS IN MOWER COUNTY. THE PURPOSE OF THE "HEALTH SAFARI" IS TO EDUCATE AREA ELEMENTARY YOUTH TO MAKE GOOD CHOICES RELATING TO THEIR OWN HEALTH. TO TEACH STUDENTS HOW THEIR BODIES FUNCTION AND PROMOTE HEALTHY EATING AND EXERCISE. ALSO, THE PURPOSE IS TO MAKE STUDENTS AWARE OF THE DANGERS RELATING TO SMOKING AND POISONS. AMC SPONSORS PRENATAL CLASSES, SIBLING CLASSES, ADOLESCENT HEALTH AWARENESS CLASSES, SMOKING CESSATION CLASSES AND WELLNESS PROGRAMS FOR COMMUNITY PARTICIPATION.AMC SENDS OUT A QUARTERLY NEWSLETTER "HOMETOWN HEALTH" TO ALL MAILBOXES IN ITS SERVICE AREA TO KEEP EVERYONE INFORMED OF NEW SERVICES, EDUCATION/PREVENTION AND PATIENT CARE RELATED INFORMATION.THE CRIME VICTIMS RESOURCE CENTER (CVRC) OF AMC PRESENTED THE ANNUAL "TOUCH" PLAY TO ALL MOWER COUNTY SECOND GRADERS. "TOUCH" TEACHES CHILDREN GOOD AND BAD TOUCH AND IS WELL RECEIVED BY THE COMMUNITY AND SCHOOLS. THE PUBLIC IS ALSO INVITED TO VIEW THE PLAY.THE DAWN PROJECT (DEPRESSION AWARENESS AND WELLNESS NETWORK) SPONSORED ONE DAY OF CODE YELLOW TRAINING TO AREA STUDENTS IN THE SURROUNDING AREA. THE CODE YELLOW TRAINING IS AN ALL DAY WORKSHOP WHERE YOUTH LEARN ABOUT THE WARNING SIGNS, SYMPTOMS, CAUSES AND TREATMENT OPTIONS FOR DEPRESSION. THE STUDENTS ALSO LEARN ABOUT SUICIDAL THOUGHTS AND BEHAVIORS AND HOW TO PREVENT SUICIDE. AMC PHYSICIANS AND STAFF HELD THEIR 11TH ANNUAL "WOMEN'S WORKSHOP" TO DISCUSS CANCER SCREENINGS, MEMORY AND AGING, AND MAKING HEALTHY FOOD CHOICES. OTHER TOPICS INCLUDED DISCUSSIONS ON HOW WOMEN CAN HELP WITH BEING MORE SATISIFIED WITH THEIR SERVICE AT AMC.AMC NURSES HAVE TAKEN ON AN INITIATIVE CALLED ENCARE (EMERGENCY NURSES CANCEL ALCOHOL RELATED EMERGENCIES) TO EDUCATE YOUNG ADULTS IN THE AREA ON THE CONSEQUENCES OF ALCOHOL. THE NURSES PRESENTED TO STUDENTS AGES 14 TO 18 IN MANY AREA SCHOOLS. TOPICS COVERED DURING THE PRESENTATIONS INCLUDE THE IMPORTANCE OF SEAT BELTS, DRINKING AND DRIVING, PEER PRESSURE, CRASH CONTRIBUTIONS OF SLEEPINESS AND INATTENTIVE DRINKING, AND VARIOUS CRASH CONDITIONS.AMC AUDIOLOGY AND SPEECH PATHOLOGY HELD AN OPEN HOUSE FOR BETTER HEARING AND SPEECH MONTH AND SCHEDULED FREE HEARING SCREENINGS FOR STAFF AND THE PUBLIC.AMC ALSO PROVIDED PATIENT EDUCATION AND PURCHASED VARIOUS EDUCATIONAL AND INFORMATIONAL ADVERTISMENTS.IN 2010, AMC RECEIVED DONATED SERVICES FROM 105 AUXILIARY MEMBERS, WHO PROVIDED 14,590 VOLUNTEER HOURS, VALUED AT APPROXIMATELY $304,930 BASED ON THE INDEPENDENT SECTOR'S AVERAGE ESTIMATED HOURLY VALUE OF SUCH SERVICE.Description
FieldValueIRS element (for citing)
Total Program Service Expense96996627TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
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 Bonds0TaxExemptBonds
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 Rltnshp1OfficerEntityWithBsnssRltnshp
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 With109686NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees1082NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
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 Members10NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
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 Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MAYO CORPORATE 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 (30 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
AGERTER MD DAVID C
PRESIDENT / CEO40.00XX0422073139050
ALBERTS JOHN
TREASURER1.00XX000
BUNKERS MD BRIAN E
DIRECTOR1.00X034476753660
CRANDALL DAVE
VICE PRESIDENT1.00XX000
CUNNINGHAM MD PETER L
DIRECTOR40.00X277395037567
FLINCHBAUGH DO ROBERT T
DIRECTOR1.00X022402039900
GABRIELSON SHARON
DIRECTOR1.00X014716638347
LASSIG DONNIS E
DIRECTOR1.00X013908024398
MONSON REV GLENN
DIRECTOR1.00X000
RAY GARY
DIRECTOR1.00X000
TANGREN BONNIE D
SECRETARY1.00XX000
WILLIAMSON MARY JO
DIRECTOR1.00X020732236423
DANKERT SHERI S
SITE CFO40.00X130537030328
PILOT DAVID
REGION CFO5.00X018477932142
REES ADAM C
CAO40.00X227596038104
COPPES MD JOHN B
PHYSICIAN40.00319765035307X
DUBE MD CYNTHIA M
PHYSICIAN40.00176277022564X
HOLTZ MD CAROL P
PHYSICIAN40.00192961015799X
HOLTZ MD SCOTT A
PHYSICIAN40.00290865040825X
KLEIS DO KEITH R
PHYSICIAN40.00258484038902X
KUBAS MD STEVE M
PHYSICIAN40.00289699042122X
WOLD MD LESTER E
PHYSICIAN40.00272956011803X
ACCURSO MD JOSEPH M
PHYSICIAN40.00507199040449X
HECTORNE MD KATHLEEN J
PHYSICIAN40.00477456027600X
KIRSCH MD MATTHEW J
PHYSICIAN40.00616052039763X
MIZRACHI MD VICTOR N
PHYSICIAN40.00466751043606X
STOFFEY DO ROBERT D
PHYSICIAN40.00467772038274X
JOHNSON MD TIMOTHY J
FORMER PRESIDENT / CEO0.0012042121772024454X
JOHNSON KRISTIN S
FORMER INTERIM CFO0.00015415133563X
BOYCE MD CORY A
FORMER HIGHEST PAID0.00057827340512X
FieldValueIRS element (for citing)
Total Reportable Comp From Org5092186TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs2619351TotalReportableCompFrmRltdOrgs
Total Other Compensation965462TotalOtherCompensation
Number Individuals GT100 K90NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905ADMIN & MEDICAL SERVICES3334896
KNUTSON CONSTRUCTION SERVICES
200 FIRST STREET SWROCHESTERMN55905CONSTRUCTION SERVICES595217
MAYO COLLABORATIVE SERVICES INC
200 FIRST STREET SWROCHESTERMN55905LAB SERVICES443763
ALBERT LEA MEDICAL CENTER - MAYO HEALTH
404 FOUNTAIN STREETALBERT LEAMN56007MEDICAL SERVICES357601
BWBR ARCHITECTS
380 ST PETER ST SUITE 600ST PAULMN55102ARCHITECTURE SERVICES292900
FieldValueIRS element (for citing)
Number Of Contractors GT100 K17NumberOfContractorsGT100K
Federated Campaigns27000FederatedCampaigns
Related Organizations594244RelatedOrganizations
Government Grants375899GovernmentGrants
Total Contributions997143TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
NET PATIENT REVENUE620000108375705108375705
SHARED SERVICES REVENU561000846672846672
RENT FROM AFFILIATES5311206979469794
MEALS ON WHEELS REVENU6242104680046800
EDUCATION REVENUE611600275275
FieldValueIRS element (for citing)
Total Program Service Revenue109339246TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1420712TotalRevenueColumn
Exclusion$1,420,712ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real3000Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real3000Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column3000TotalRevenueColumn
Exclusion$3,000ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other10079Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other187265Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other-177186Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-177186TotalRevenueColumn
Exclusion-$177,186ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory84755GrossSalesOfInventory
Cost Of Goods Sold77880CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column6875TotalRevenueColumn
Exclusion$6,875ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CAFETERIA/VENDING REVE722210391829391829
MISC. REVENUE9000991941519415
MEDICAL RECORD/TRANSCR5419001386113861
FieldValueIRS element (for citing)
Total Other Revenue425105TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column112014895TotalRevenueColumn
Related Or Exempt Function Income109764351RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,253,401ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total30656Total
Program Services30656ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2436535Total
Program Services2078402ProgramServices
Management And General358133ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total92993Total
Fundraising92993Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total51986917Total
Program Services48996882ProgramServices
Management And General2972329ManagementAndGeneral
Fundraising17706Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total3562417Total
Program Services3316325ProgramServices
Management And General246092ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total3870581Total
Program Services3545138ProgramServices
Management And General325443ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total3521870Total
Program Services3231732ProgramServices
Management And General283144ManagementAndGeneral
Fundraising6994Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total38481Total
Program Services32457ProgramServices
Management And General6024ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total6421550Total
Program Services5973400ProgramServices
Management And General448150ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total183027Total
Program Services5392ProgramServices
Management And General166399ManagementAndGeneral
Fundraising11236Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total16879321Total
Program Services16553816ProgramServices
Management And General317926ManagementAndGeneral
Fundraising7579Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1317427Total
Program Services340332ProgramServices
Management And General974725ManagementAndGeneral
Fundraising2370Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total2151848Total
Program Services2129293ProgramServices
Management And General22385ManagementAndGeneral
Fundraising170Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total71085Total
Program Services71085ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total664869Total
Program Services581316ProgramServices
Management And General81854ManagementAndGeneral
Fundraising1699Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total3361121Total
Program Services3076524ProgramServices
Management And General284325ManagementAndGeneral
Fundraising272Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total702811Total
Program Services702811ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
BAD DEBT EXPENSE39666453966645
MN CARE TAX12659211265921
EMPLOYEE RELATED EXPENS525758326923198510325
MEDICAID SURCHARGE415802415802
DUES, LICENSES AND SUBS244749244124625

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total191757Total
Program Services111651ProgramServices
Management And General79684ManagementAndGeneral
Fundraising422Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total103904141Total
Program Services96996627ProgramServices
Management And General6765123ManagementAndGeneral
Fundraising142391Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY112022BOY
EOY131704EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY13027635BOY
EOY13475246EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY1961219BOY
EOY1853172EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY469163BOY
EOY2492461EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis81959053LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec40676773LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY40160228BOY
EOY41282280EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY58537319BOY
EOY65504711EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY5443471BOY
EOY5739006EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY119711057BOY
EOY130478580EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY8224508BOY
EOY8653578EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY97137BOY
EOY97637EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY3684738BOY
EOY4181622EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY12006383BOY
EOY12932837EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY106933958BOY
EOY116926390EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY717893BOY
EOY560583EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY52823BOY
EOY58770EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY107704674BOY
EOY117545743EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY119711057BOY
EOY130478580EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses8110754ReconcilationRevenueExpenses
Reconcilation Other Changes1730315ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

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 D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance52823BeginningOfYearBalance
Contributions1075Contributions
Investment Earnings Or Losses4872InvestmentEarningsOrLosses
End Of Year Balance58770EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance46888BeginningOfYearBalance
Contributions886Contributions
Investment Earnings Or Losses5049InvestmentEarningsOrLosses
End Of Year Balance52823EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance68353BeginningOfYearBalance
Investment Earnings Or Losses-10465InvestmentEarningsOrLosses
Grants Or Scholarships11000GrantsOrScholarships
End Of Year Balance46888EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
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 Basis907777OtherCostOrOtherBasis
Book Value907777BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis52612858OtherCostOrOtherBasis
Depreciation20809447Depreciation
Book Value31803411BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis26786583OtherCostOrOtherBasis
Depreciation19867326Depreciation
Book Value6919257BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1651835OtherCostOrOtherBasis
Book Value1651835BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings41282280TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionMAYO POOLED INVESTMENTSDescription
Book Value65504711BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities65504711TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DUE TO AFFILIATES$126,930
DEFERRED COMPENSATION LIABILITY$4,054,692
FieldValueIRS element (for citing)
Total Of Amounts4181622TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Description of Intended Use of Endowment Funds:Part V, Line 4:THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR SCHOLARSHIP PROGRAMS.
Description of Uncertain Tax Positions Under FIN 48:Part X:AT DECEMBER 31, 2010 AND 2009, THERE WAS NO MATERIAL LIABILITY FOR UNRECOGNIZED TAX BENEFITS FOR THE FILING ORGANIZATION.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care Policy1CharityCarePolicy
Written Policy1WrittenPolicy
FPG Reference Free Care1FPGReferenceFreeCare
Pcent150XPcent150
FPG Reference Discounted Care1FPGReferenceDiscountedCare
Pcent300XPcent300
Free Disc Care Medically Indigent1FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care1AmountsBudgetedForCharityCare
Expenses Exceeded Budget0ExpensesExceededBudget
Annual Community Benefit Report1AnnualCommunityBenefitReport
Report Publically Available1ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense667487TotalCommunityBenefitExpense
Net Community Benefit Expense667487NetCommunityBenefitExpense
Percent Of Total Expense0.00640PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense13231914TotalCommunityBenefitExpense
Direct Offsetting Revenue12682611DirectOffsettingRevenue
Net Community Benefit Expense549303NetCommunityBenefitExpense
Percent Of Total Expense0.00530PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

FieldValueIRS element (for citing)
Total Community Benefit Expense2054005TotalCommunityBenefitExpense
Direct Offsetting Revenue931484DirectOffsettingRevenue
Net Community Benefit Expense1122521NetCommunityBenefitExpense
Percent Of Total Expense0.01080PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense15953406TotalCommunityBenefitExpense
Direct Offsetting Revenue13614095DirectOffsettingRevenue
Net Community Benefit Expense2339311NetCommunityBenefitExpense
Percent Of Total Expense0.02250PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense382750TotalCommunityBenefitExpense
Direct Offsetting Revenue23019DirectOffsettingRevenue
Net Community Benefit Expense359731NetCommunityBenefitExpense
Percent Of Total Expense0.00350PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense247324TotalCommunityBenefitExpense
Net Community Benefit Expense247324NetCommunityBenefitExpense
Percent Of Total Expense0.00240PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense19517295TotalCommunityBenefitExpense
Direct Offsetting Revenue15872376DirectOffsettingRevenue
Net Community Benefit Expense3644919NetCommunityBenefitExpense
Percent Of Total Expense0.03510PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense34031TotalCommunityBenefitExpense
Net Community Benefit Expense34031NetCommunityBenefitExpense
Percent Of Total Expense0.00030PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense20181400TotalCommunityBenefitExpense
Direct Offsetting Revenue15895395DirectOffsettingRevenue
Net Community Benefit Expense4286005NetCommunityBenefitExpense
Percent Of Total Expense0.04130PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense36134806TotalCommunityBenefitExpense
Direct Offsetting Revenue29509490DirectOffsettingRevenue
Net Community Benefit Expense6625316NetCommunityBenefitExpense
Percent Of Total Expense0.06380PercentOfTotalExpense

Economic Development EconomicDevelopment

FieldValueIRS element (for citing)
Total Community Building Expense675TotalCommunityBuildingExpense
Net Community Building Expense675NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Community Support CommunitySupport

FieldValueIRS element (for citing)
Total Community Building Expense14719TotalCommunityBuildingExpense
Net Community Building Expense14719NetCommunityBuildingExpense
Percent Of Total Expense0.00010PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

FieldValueIRS element (for citing)
Total Community Building Expense421TotalCommunityBuildingExpense
Net Community Building Expense421NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Total Total

FieldValueIRS element (for citing)
Total Community Building Expense15815TotalCommunityBuildingExpense
Net Community Building Expense15815NetCommunityBuildingExpense
Percent Of Total Expense0.00010PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense Reported0BadDebtExpenseReported
Bad Debt Expense$1,783,644BadDebtExpenseAmount
Amount Reimbursed By Medicare15236143AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare18845352CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-3609209MedicareSurplusOrShortfall

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 Number1FacilityNumber

Name Name

FieldValueIRS element (for citing)
Business Name Line1AUSTIN MEDICAL CENTER (MAIN CAMPUS)BusinessNameLine1

Address Address

FieldValueIRS element (for citing)
Address Line11000 FIRST DRIVE NWAddressLine1
CityAUSTINCity
StateMNState
ZIP Code55912ZIPCode
FieldValueIRS element (for citing)
Licensed HospitalXLicensedHospital
Er24 HoursXEr24Hours
OtherCLINIC, PHARMACYOther

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 Facilities7NumberOfOtherFacilities

Other Facilities OtherFacilities (7 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeFacility TypeFacilityType
AUSTIN EYE CLINIC
510 SECOND STREET NWAUSTINMN55912EYE CLINIC
ADAMS CLINIC
908 WEST MAIN STREETADAMSMN55909REGIONAL CLINIC
BLOOMING PRAIRIE CLINIC
405 EAST MAINBLOOMING PRAIRIEMN55917REGIONAL CLINIC
GRAND MEADOW CLINIC
113 MAIN STREETGRAND MEADOWMN55936REGIONAL CLINIC
LEROY CLINIC
671 EAST MAINLEROYMN55951REGIONAL CLINIC
AUSTIN MEDICAL CENTER WEST
101 14TH STREET NWAUSTINMN55912CHEMICAL DEPENDENCY
HOME HEALTH
408 4TH AVENUE NWAUSTINMN55912HOME HEALTH AND HOSPICE

Form990 Schedule H Part VI Form990ScheduleHPartVI (13 entries)

ExplanationExplanationReturn ReferenceReturnReference
Part I, Line 6a: THE ANNUAL REPORT FOR THE FILING ORGANIZATION IS PART OF A CONSOLIDATED REPORT PREPARED BY MAYO CLINIC. IN ADDITION TO MAYO CLINIC'S CONSOLIDATED COMMUNITY BENEFIT REPORT THE FILING ORGANIZATION PUBLISHES A ONE PAGE COMMUNITY BENEFIT REPORT IN AN ISSUE OF HOMETOWN HEALTH AVAILABLE TO AUSTIN, MINNESOTA AND SURROUNDING AREA RESIDENTS.
Part I, Line 7: A COST-TO-CHARGE RATIO (FROM WORKSHEET 2) IS USED TO CALCULATE THE AMOUNTS ON LINE 7A-7C (FINANCIAL ASSISTANCE, MEDICAID SHORTFALL, AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS).THE AMOUNTS FOR LINES 7E-7I WOULD COME FROM THE BOOKS AND RECORDS OF SPECIFIC SEGMENTS OF THE ORGANIZATION AND WOULD NOT BE BASED ON A COST-TO-CHARGE RATIO.
Part I, Line 7g: THE FOLLOWING NET COMMUNITY BENEFIT COST ATTRIBUTED TO A PHYSICIAN CLINIC WAS INCLUDED AS SUBSIDIZED HEALTH SERVICES: $595,439.
Part II: THE ORGANIZATION'S COMMUNITY SUPPORT EXPENSES RELATE TO THE AUSTIN CHAMBER OF COMMERCE AMBASSADORS, THE HORMEL NATURE CENTER, THE MOWER COUNTY RED CROSS BLOOD DRIVE AND THE AMERICAN CANCER SOCIETY'S RELAY FOR LIFE IN MOWER COUNTY. THE ORGANIZATION'S COMMUNITY HEALTH IMPROVEMENT ADVOCACY EXPENSES RELATE TO EXPENSES TO THE COMMUNITY YMCA. THE ORGANIZATION'S ECONOMIC DEVELOPMENT EXPENSES RELATE TO THE DEVELOPMENT CORPORATION OF AUSTIN.
Part III, Line 4: 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.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.
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 $1,0479,183 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 FINANCIAL ASSISTANCE OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS; (2) BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS; (3) THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS; AND (4) THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFIT NEEDS.
Part III, Line 9b: MAYO CLINIC AND ITS AFFILIATES STRIVE TO ASSIST ALL PATIENTS IN MEETING THEIR FINANCIAL OBLIGATION PRIOR TO ENLISTING THE ASSISTANCE OF A COLLECTION AGENCY BY MAKING EVERY REASONABLE ATTEMPT TO COLLECT FROM INSURANCE COMPANIES AND OTHER THIRD-PARTY PAYORS. IN 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 2: THE MISSION, VISION AND VALUES OF AUSTIN MEDICAL CENTER (AMC), ITS NON-PROFIT STATUS AND COMMUNITY BOARD MEMBERSHIP ALL WORK TOGETHER TO FOCUS AMC ON THE HEALTH AND WELL-BEING OF ITS COMMUNITIES. THE FOUNDATION OF AMC'S BUSINESS IS PRIMARY CARE; ALL COMMUNITIES WHERE AMC HAS A PRESENCE ARE KEY COMMUNITIES.AMC ANTICIPATES COMMUNITY CONCERNS BY UTILIZING INPUT FROM COMMUNITY-BASED BOARD OF TRUSTEE MEMBERS, PATIENT FOCUS GROUPS, PATIENT SURVEYS AND MEETINGS WITH MAJOR EMPLOYERS IN ITS SERVICE AREA. ALL OF THESE RESOURCES HELP ALIGN AMC'S PLANNING PROCESSES TO ADDRESS FUTURE COMMUNITY NEEDS.AMC'S VALUE OF CARING FOR THE COMMUNITY REPRESENTS ITS COMMITMENT TO MAKING THE COMMUNITY A HEALTHIER PLACE FOR ALL. THIS COMMITMENT IS EXHIBITED THROUGH AMC'S PROVISION OF HIGH-QUALITY HEALTH CARE SERVICES AND TO ITS COMMITMENT OF CONTRIBUTING TO A HEALTHY ENVIRONMENT. ANY AREAS OF CONCERN OR IDENTIFIED ISSUES WOULD BE BROUGHT THROUGH THE STRATEGIC PLANNING PROCESS AS PART OF THE STRENGTHS / WEAKNESSES / OPPORTUNITIES / THREATS (SWOT) ANALYSIS.BOARD MEMBERS ALSO ARE INFORMED BY EXTERNAL REPORTING FROM SOURCES SUCH AS THE JC, CAP, AND HEALTHGRADES. MANY OF THESE REPORTS INCLUDE BENCHMARK COMPARISONS. PERHAPS THE MOST IMPORTANT SOURCE OF INFORMATION FOR AMC'S BOARD IS THEIR ABILITY TO LISTEN TO THE VOICE OF THE COMMUNITY. FIFTY PERCENT OF AMC'S BOARD MEMBERSHIP IS MADE UP OF INDEPENDENT COMMUNITY MEMBERS FROM VARIED BACKGROUNDS.MINNESOTA DEPARTMENT OF HEALTH STATISTICS IS ALSO USED TO IDENTIFY KEY COMMUNITY HEALTH CARE NEEDS AND POTENTIAL GAPS. DATA IS REVIEWED TO DETERMINE AREAS OF NEED WHICH ARE THEN INCORPORATED INTO THE STRATEGIC PLANNING PROCESS. THESE NEEDS ARE DISCUSSED AND PRIORITIZED AT ANNUAL STRATEGIC PLANNING SESSIONS.MANY TIMES COMMUNITY NEEDS ARE OBVIOUS, SUCH AS A LARGE ELDERLY AND NURSING HOME POPULATION. OTHER NEEDS ARE IDENTIFIED THROUGH RECOGNIZED DEMOGRAPHIC CHANGES AND SHIFTS IN THE PATIENT POPULATION, SUCH AS THE INCREASE IN HISPANIC AND NON-WHITE PATIENTS. ADDITIONALLY, NEEDS ARE IDENTIFIED BY LISTENING TO PATIENTS, EMPLOYERS, SCHOOLS AND THE LARGER VOICE OF SOCIETY AS THEY EXPRESS AREAS OF CONCERN.AMC'S STRATEGIC CHALLENGES: IMPROVING PATIENT SATISFACTION, IMPROVING QUALITY AND SAFETY, IMPROVING PATIENT ACCESS, AND SUCCESSFUL IMPLEMENTATION OF STANDARIZED ELECTRONIC MEDICAL RECORD(EMR) WERE IDENTIFIED THROUGH THE STRATEGIC PLANNING PROCESS AS AN OUTCOME OF THE SWOT ANALYSIS. THROUGH THIS PROCESS AMC REVIEWS DATA ON A LOCAL BASIS (SCHOOL DISTRICT, MAYO HEALTH SYSTEM, PUBLIC HEALTH PARTNERSHIPS, ETC.), A STATEWIDE BASIS (MN HOSPITAL ASSOCIATION, MN DEPARTMENT OF HEALTH, LEGISLATIVE UPDATES, ETC.) AND A NATIONAL BASIS (PRESS GANEY, HEALTHCARE ADVISORY BOARD, ETC.) TO DETERMINE HOW IT IS PERFORMING AND TO IDENTIFY IMPROVEMENTS NEEDED TO ACHIEVE ITS MISSION, VISION AND VALUES. THESE ARE THEN RESTATED AS STRATEGIC CHALLENGES.COMMON TRENDS OR THEMES ARE SUMMARIZED AND PRESENTED AT THE STRATEGIC PLANNING RETREAT. THESE TRENDS ARE PULLED FROM LOCAL, STATE, AND NATIONAL DATA. SMALL GROUPS OR BREAKOUT TEAMS ARE ASKED TO HIGHLIGHT ANY MISSING SWOT ISSUES NOT PREVIOUSLY IDENTIFIED AND THEN TO IDENTIFY 3 TO 5 OF THE MOST CRITICAL OR IMPORTANT SWOT ELEMENTS TO BE CONSIDERED. FINALLY, A VOTING PROCESS IS UTILIZED TO HIGHLIGHT THE MOST CRITICAL ITEMS TO BE ADDRESSED AS ACTION PLANS AND STRATEGIES ARE DEVELOPED FOR THE UPCOMING CYCLE.EARLY INDICATIONS OF RISKS OR MAJOR SHIFTS ARE IDENTIFIED THROUGH ANALYSIS AND PRESENTATION PRIOR TO STRATEGIC PLANNING SESSIONS. INFORMATION IS GATHERED AND BINDERS ARE SHARED WITH RETREAT PARTICIPANTS. PLANNING FOR 2010 HIGHLIGHTED THE FOLLOWING TOPICS:- NATIONAL TRENDS- STATE AND LOCAL DATA- ACOS AND MEDICAL HOME OVERVIEW- OUTMIGRATION- MARKET SHARE- QUALITY UPDATE - MAYO EXPECTATIONS- SERVICE UPDATE - MAYO EXPECTATIONS- FINANCE UPDATE - MAYO EXPECTATIONS- MAYO HEALTH SYSTEM REGIONALIZATION EFFORTS- INPUT FROM DEPARTMENTS REGARDING CHALLENGES AND OPPORTUNITIESDURING THE ANNUAL BUDGETING PROCESS AND ON AN ONGOING BASIS, SERVICE LINE LEADERS EVALUATE SUSTAINABILITY. THE BUDGETING PROCESS FORCES LEADERS TO DETERMINE IF IT IS FEASIBLE TO MAINTAIN A SERVICE WITHIN THE ORGANIZATION AND IDENTIFY NEW SERVICES THAT SHOULD BE CONSIDERED TO SERVE COMMUNITY NEEDS.
Part VI, Line 3: ELIGIBILITY: THE CHARITY CARE INFORMATION BROCHURE IS PROMINENTLY DISPLAYED IN REGISTRATION, CUSTOMER SERVICE, ELEVATORS, PATIENT WAITING AREAS, AND ON THE INTERNET/INTRANET. CHARITY CARE INFORMATION IS ALSO PROVIDED VIA LETTERS TO PATIENTS AND IN OUR HOME TOWN HEALTH QUARTERLY PUBLICATION(S). THE BROCHURE EXPLAINS THE CHARITY CARE PROGRAM AND FACTORS AFFECTING ELIGIBILITY. THE PAYMENT ASSISTANCE CHARITY CARE (PACC) PROGRAM IS BASED ON INCOME, ASSETS, AND FAMILY SIZE. DEPENDING ON ELIGIBILITY THE PACC PROGRAM DOES INCLUDE FREE OR DISCOUNTED CARE.IDENTIFICATION: THERE ARE A NUMBER OF WAYS A PATIENT CAN BE IDENTIFIED AND EVALUATED FOR CHARITY CARE ASSISTANCE.1. PATIENTS MAY REQUEST FINANCIAL ASSISTANCE.2. STAFF MAY REFER PATIENTS TO A PATIENT ACCOUNTS REPRESENTATIVE.3. COLLECTION AGENCIES MAY REFER PATIENTS.4. BUSINESS/PATIENT FINANCIAL SERVICES MAY REFER PATIENTS TO A PATIENT ACCOUNTS REPRESENTATIVE.5. PHYSICIANS MAY REFER PATIENTS.6. LOCAL GOVERNMENT AGENCIES MAY REFER PATIENTS.INDIGENT CARE: EMERGENCY ROOM PATIENTS WHO CANNOT PAY THEIR BILLS MAY BE CLASSIFIED AS "CHARITY" IF THEY DO NOT HAVE A JOB, MAILING ADDRESS, RESIDENCE, OR INSURANCE. CONSIDERATION MUST ALSO BE GIVEN TO CLASSIFYING EMERGENCY ROOM ONLY PATIENTS AS CHARITY IF THEY DO NOT PROVIDE ADEQUATE INFORMATION AS TO THEIR FINANCIAL STATUS. IN MANY INSTANCES, THESE PATIENTS ARE HOMELESS AND HAVE FEW RESOURCES TO COVER THE COST OF THEIR CARE. TO THE EXTENT POSSIBLE WE ATTEMPT TO SCREEN PATIENTS FOR CHARITY THROUGH THE PAYMENT ASSISTANCE CHARITY CARE (PACC) APPLICATION PROCESS.GOVERNMENTAL ASSISTANCE: IN DETERMINING WHETHER AN INDIVIDUAL QUALIFIES FOR CHARITY CARE, OTHER COUNTY OR GOVERNMENTAL ASSISTANCE PROGRAMS SHOULD ALSO BE CONSIDERED. MANY APPLICANTS ARE NOT AWARE THAT THEY MAY BE ELIGIBLE FOR PUBLIC HEALTH INSURANCE PROGRAMS.1. STAFF WILL HELP THE INDIVIDUAL DETERMINE ELIGIBILITY FOR GOVERNMENTAL OR OTHER ASSISTANCE, AS APPROPRIATE. WE HAVE ALSO PARTNERED WITH "OUTREACH SERVICES". THIS BUSINESS PARTNER (PATIENT ADVOCATE) WORKS IN-HOUSE ALONG SIDE OUR CUSTOMER SERVICE STAFF TO ASSIST US IN SCREENING PATIENTS FOR ANY APPLICABLE COVERAGE/ASSISTANCE.2. PERSONS WHO ARE ELIGIBLE FOR PROGRAMS (SUCH AS STATE-SPONSORED MEDICAID) BUT WHO WERE NOT COVERED AT THE TIME THAT MEDICAL SERVICES WERE GRANTED MAY BE GRANTED CHARITY CARE, PROVIDED THAT THE PATIENT NOW APPLIES FOR GOVERNMENT ASSISTANCE. THIS MAY BE PRUDENT, ESPECIALLY IF THE PATIENT REQUIRES ONGOING SERVICES.
Part VI, Line 4: AUSTIN MEDICAL CENTER (AMC) HAS LOCATIONS IN THE MINNESOTA COMMUNITIES OF AUSTIN, BLOOMING PRAIRIE, LEROY, ADAMS AND GRAND MEADOW. THE MAJORITY OF AMC'S SERVICE AREA INCLUDES MOWER, EASTERN FREEBORN, AND SOUTHERN STEELE COUNTIES IN SOUTH CENTRAL MINNESOTA AND NORTHERN MITCHELL COUNTY IN IOWA. ITS MAIN CAMPUS, LOCATED IN AUSTIN, INCLUDES A CLINIC AND A HOSPITAL THAT SERVES AUSTIN AND SURROUNDING COMMUNITIES.ACCORDING TO THE UNITED STATES CENSUS BUREAU, THE 2010 POPULATION ESTIMATE FOR MOWER COUNTY (WHICH COMPRISES MOST OF AMC'S SERVICE AREA) IS 39,163. A 2009 ESTIMATE REPORTS THAT 25.2% OF THE POPULATION IS UNDER 18 YEARS OLD AND 18.4% IS 65 YEARS OLD OR OLDER. THE 2009 MEDIAN HOUSEHOLD INCOME IS $44,234 AND AN ESTIMATED 13.6% OF INDIVIDUALS ARE LIVING BELOW POVERTY LEVEL.
Part VI, Line 6: THIS 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 FUNDSMAYO CLINIC AND ITS AFFILIATES REINVEST THEIR NET OPERATING INCOME TO ADVANCE MEDICAL RESEARCH AND TEACH THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS, AS WELL AS TO ALLOW THE INDIVIDUAL ENTITY TO SUSTAIN ITS MISSION AND PREPARE FOR THE FUTURE. COMMUNITY REPRESENTATION ON GOVERNING BODYTHE BOARD OF TRUSTEES IS THE GOVERNING BODY OF MAYO CLINIC. A MAJORITY OF ITS MEMBERS ARE EXTERNAL, INDEPENDENT TRUSTEES. IT HAS OVERALL RESPONSIBILITY FOR THE CHARITABLE, CLINICAL PRACTICE, SCIENTIFIC AND EDUCATIONAL MISSION AND PURPOSES OF MAYO CLINIC AND ITS AFFILIATES AS SET FORTH IN ITS ARTICLES OF INCORPORATION AND BYLAWS. BECAUSE OF MAYO CLINIC'S NATIONAL PRESENCE, THESE TRUSTEES ARE SELECTED BASED ON THEIR AREAS OF EXPERTISE, WHETHER IN HEALTH CARE POLICY, BUSINESS, GOVERNMENT OR ANOTHER FIELD. IN ADDITION TO THIS COMMUNITY REPRESENTATION AT THE PARENT ENTITY, THE FILING ORGANIZATION ALSO INVOLVES LOCAL COMMUNITY MEMBERS ON ITS GOVERNING BODY. OPEN V. CLOSED STAFF MODEL STAFF PRIVILEGES ARE GENERALLY EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY.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 A PART OF MAYO CLINIC HEALTH SYSTEM (WHICH IS PART OF A LARGER GROUP OF ENTITIES AFFILIATED WITH MAYO CLINIC). THE MAYO CLINIC HEALTH SYSTEM IS DESCRIBED IN RESPONSE TO CORE FORM, PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS, LINE 4A (REPORTED IN SCHEDULE O). THAT STATEMENT ALSO DESCRIBES THE ROLES OF THE VARIOUS AFFILIATES IN PROMOTING THE HEALTH OF THE COMMUNITIES SERVED.SPECIFICALLY, THE FILING ORGANIZATION PROVIDES HOSPITAL AND CLINIC SERVICES FOR AUSTIN, MINNESOTA AND THE SURROUNDING AREA. FOR MORE SPECIFIC DESCRIPTION, SEE THE RESPONSE TO CORE FORM, PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS, LINE 4A (REPORTED IN SCHEDULE O).
NEITHER THE FILING ORGANIZATION, NOR ANY RELATED ORGANIZATION, FILES A COMMUNITY BENEFIT REPORT WITH ANY STATE OTHER THAN THE EXTENT TO WHICH COMMUNITY BENEFIT INFORMATION IS INCLUDED IN OTHER REPORTING REQUIREMENTS SUCH AS INFORMATION PROVIDED ON THE MINNESOTA HOSPITAL ANNUAL REPORT OR TO THE WISCONSIN HOSPITAL ASSOCIATION.SCHEDULE H, PART VI, LINE 7

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
RIVERLAND COMMUNITY COLLEGE FOUNDATION
1900 8TH AVENUE NWAUSTINMN55912411286409501(C)(3)10000EDUCATION
UNITED WAY OF MOWER COUNTY
PO BOX 605AUSTINMN55912410831896501(C)(3)8000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants2TotalNbrOf501C3AndGovtGrants

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: THE FILING ORGANIZATION CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY WITH PROGRAMS THAT ENHANCE THE MISSION OF THE FILING ORGANIZATION. THE FILING ORGANIZATION ONLY CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY THAT ADDRESS UNMET OR UNDER-FUNDED COMMUNITY NEEDS IN THE AREAS OF HEALTHCARE, EDUCATION, RESEARCH, DIVERSITY AND EQUALITY OF OPPORTUNITY. FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE MONITORED BY THE FILING ORGANIZATION AS PRESCRIBED IN OMB CIRCULAR A-133. NO ADDITIONAL MONITORING IS PERFORMED. TRANSFERS OR GRANTS TO TAX-EXEMPT ORGANIZATIONS WILL BE USED PURSUANT TO THE POLICIES AND PROCEDURES OF THE GRANTEE ORGANIZATIONS AND TO FURTHER THE EXEMPT PURPOSES OF THE GRANTEE ORGANIZATIONS. BOTH THE FILING ORGANIZATION AND THE GRANTEE ORGANIZATION MAINTAIN ADEQUATE BOOKS AND RECORDS OF SUCH TRANSFERS OR GRANTS. NO ADDITIONAL MONITORING IS PERFORMED.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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 (25 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
AGERTER MD DAVID C
030059900012147401243990146510561123013889
BUNKERS MD BRIAN E
025067200094095027100026560039842700
CUNNINGHAM MD PETER L
27739500000196000179670314962000
FLINCHBAUGH DO ROBERT T
02226340001386015888024012026392000
GABRIELSON SHARON
0146629000537012784025563018551300
LASSIG DONNIS E
013762500014550432023966016347800
WILLIAMSON MARY JO
0206425000897012427023996024374500
DANKERT SHERI S
13053700000104120199160160865000
PILOT DAVID
01847790000013229018913021692100
REES ADAM C
22759600000180000201040265700000
COPPES MD JOHN B
31976500000196000157070355072000
DUBE MD CYNTHIA M
1762770000013758088060198841000
HOLTZ MD CAROL P
192961000001512506740208760000
HOLTZ MD SCOTT A
29086500000196000212250331690000
KLEIS DO KEITH R
25848400000196000193020297386000
KUBAS MD STEVE M
28969900000196000225220331821000
WOLD MD LESTER E
267956050000001088609170284759000
ACCURSO MD JOSEPH M
50719900000196000208490547648000
HECTORNE MD KATHLEEN J
4774560000019600080000505056000
KIRSCH MD MATTHEW J
61605200000196000201630655815000
MIZRACHI MD VICTOR N
46675100000196000240060510357000
STOFFEY DO ROBERT D
46777200000196000186740506046000
JOHNSON MD TIMOTHY J
1204212177200000924007960725413762122497400
JOHNSON KRISTIN S
0153745040600016931016632018771400
BOYCE MD CORY A
05782730000017150023362061878500

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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 YEAR'S FORM 990. THESE AMOUNTS HAVE BEEN ACCRUED OVER THE SPAN OF THE INDIVIDUAL'S CAREER AT MAYO. DAVID G AGERTER, M.D. $101,953
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 L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
RHODA REES
SPOUSE OF OFFICER26140EMPLOYMENT0
CEDAR VALLEY SERVICES
BOARD OVERLAP261466LINEN SERVICES0
OWATONNA CLINIC - MAYO HEALTH SYSTEM
BOARD OVERLAP94335SHARING OF PAID EMPLOYEES0
CAROL P HOLTZ MD
SPOUSE OF KEY EMPLOYEE199941EMPLOYMENT0
SCOTT A HOLTZ MD
SPOUSE OF KEY EMPLOYEE294473EMPLOYMENT0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section A, line 2DR. SCOTT HOLTZ AND DR. CAROL HOLTZ, KEY EMPLOYEES OF THE FILING ORGANIZATION, HAVE A FAMILY RELATIONSHIP. DUE TO OVERLAP OF BOARD MEMBERSHIP AND EMPLOYMENT ON RELATED EXEMPT ENTITIES, THE FOLLOWING INDIVIDUAL: BUNKERS M.D., BRIAN E. HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL: JOHNSON, KRISTIN S. DUE TO OVERLAP OF BOARD MEMBERSHIP AND EMPLOYMENT ON RELATED EXEMPT ENTITIES, THE FOLLOWING INDIVIDUALS: AGERTER M.D., DAVID C. MARY JO WILLIAMSON GABRIELSON, SHARON HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL: PILOT, DAVID
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 OF THE FILING ORGANIZATION IS MAYO CLINIC.
Form 990, Part VI, Section A, line 7aMAYO CLINIC, THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION, ELECTS THE FILING ORGANIZATION'S BOARD OF DIRECTORS.
Form 990, Part VI, Section A, line 7bTHE FILING ORGANIZATION'S BYLAWS PROVIDE MAYO CLINIC, THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION, CERTAIN RESERVED POWERS IN AREAS SUCH AS CAPITAL, BUDGET AND DEBT DECISIONS. MAYO CLINIC, THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION, MAY AMEND THE FILING ORGANIZATION'S ARTICLES AND BYLAWS.
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 FILING ORGANIZATION'S CHIEF FINANCIAL OFFICER AND FINANCE STAFF. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE FILING ORGANIZATION'S GOVERNING BODY VIA US MAIL, E-MAIL, OR DISTRIBUTION AT A BOARD MEETING. HIGHLIGHTS ARE PRESENTED TO BOARD MEMBERS, AND THE REVIEW IS DOCUMENTED IN MEETING MINUTES. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE FORM 990.
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
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 SALARY OF DR. AGERTER (CEO), WHO IS PAID BY MAYO CLINIC, WAS REVIEWED BY THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE PURSUANT TO THE PROCESS DESCRIBED BELOW FOR FLORIDA, ARIZONA, AND ROCHESTER, MN - PHYSICIAN AND ADMINISTRATIVE LEADERSHIP POSITIONS. IN ADDITION, THE SALARY OF ADAM REES (CAO) WAS REVIEWED BY THE MAYO HEALTH SYSTEM COMPENSATION AND BENEFITS COMMITTEE. THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE AND THE MAYO HEALTH SYSTEM COMPENSATION AND BENEFITS COMMITTEE INITIALLY REVIEWS THE COMPENSATION OF PHYSICIANS AND ADMINISTRATIVE LEADERSHIP FOR THE ARIZONA, FLORIDA, AND ROCHESTER, MINNESOTA CAMPUSES AND MAYO HEALTH SYSTEM ENTITIES. THE COMMITTEE IS COMPRISED OF MAYO EMPLOYEES, BUT IS INDEPENDENT FOR INTERNAL REVENUE CODE 4958 FOR THE INDIVIDUALS WHOSE SALARY IS REVIEWED (WITH RECUSAL WHERE APPROPRIATE). FOR THOSE INDIVIDUALS FOR WHICH THIS COMMITTEE CAN NOT SERVE AS THE INDEPENDENT REVIEW, THEIR COMPENSATION AND BENEFITS ARE REVIEWED BY THE GOVERNANCE COMMITTEE (DESCRIBED BELOW). THE SALARY AND BENEFITS COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. THE MAYO CLINIC COMMITTEE ON OFFICER SUCCESSION, COMPENSATION, AND GOVERNANCE (GOVERNANCE COMMITTEE) IS COMPRISED OF SEVEN OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. THIS GROUP REVIEWS THE COMPENSATION AND BENEFITS FOR PHYSICIANS FROM ALL CAMPUSES, INCLUDING THE MAYO 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 B, line 15b
THE FILING ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND ALSO ON THE MAYOCLINIC.ORG WEBSITE. THE FILING ORGANIZATION IS A HOSPITAL AFFILIATED WITH MAYO CLINIC. AS SUCH, MAYO CLINIC'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO THE FILING ORGANIZATION'S FORM 990 AND WOULD BE AVAILABLE UPON REQUEST OF THE FORM 990.Form 990, Part VI, Section C, line 19
Form 990, Part VII, Section A, Average Hours Per Week Devoted to Position with Related Organization DAVID C. AGERTER, M.D. - 40.0 HOURS BRIAN E. BUNKERS, M.D. - 40.0 HOURS ROBERT T. FLINCHBAUGH, D.O. - 40.0 HOURS MARY JO WILLIAMSON - 40.0 HOURS SHARON GABRIELSON - 40.0 HOURS DONNIS E. LASSIG - 40.0 HOURS KRISTIN S. JOHNSON - 40.0 HOURS DAVID PILOT - 40.0 HOURS CORY A. BOYCE, M.D. - 40.0 HOURS TIMOTHY J. JOHNSON, M.D. - 40.0 HOURS
Changes in Net Assets or Fund Balances:Net unrealized gains on investments: 2,105,466. CHANGE IN NET ASSETS OF FOUNDATION -375,151. Total to Form 990, Part XI, Line 5: 1,730,315.Form 990, Part XI, line 5:
THERE WAS NO CHANGE IN THE PROCESS DURING THE YEAR.PART XII LINE 2C EXPLANATION

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/AddressLine1CountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountry
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
THE HIRSH FAMILY FOUNDATION
108 NORTH MAIN STREETAUSTINMN55912411749842FUNDRAISING FOUNDATIONMN501(c)(3)11-IAUSTIN MEDICAL CENTER -- MAYO HEALTH SYSTEM1
MAYO KLINIK STIFTUNG
FUNDRAISING FOUNDATIONMAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH160486 FRANKFURT AM MAINGMGM

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 CountryLegalDomicileForeignCountry
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 ASSOCIATIONAZN/AC
THE STABILE BUILDING OWNERS' ASSOCIATION
200 FIRST STREET SWROCHESTERMN55905208994499COMMERCIAL PROPERTY OWNERS ASSOCIATIONMNN/AC
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
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 Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (18 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
ALBERT LEA MEDICAL CENTER - MAYO HEALTH SYSTEM
L357601GAAP
GOLD CROSS AMBULANCE SERVICE
L8028GAAP
MAYO CLINIC
L3334896GAAP
MAYO COLLABORATIVE SERVICES INC
L443763GAAP
MAYO CLINIC - SAINT MARYS HOSPITAL
L3292GAAP
MMSI INC
L278574GAAP
FAIRMONT MEDICAL CENTER - MAYO HEALTH SYSTEM
K47693GAAP
ALBERT LEA MEDICAL CENTER - MAYO HEALTH SYSTEM
K174084GAAP
MAYO CLINIC
K419080GAAP
OWATONNA CLINIC - MAYO HEALTH SYSTEM
K94335GAAP
LAKE CITY MEDICAL CENTER - MAYO HELATH SYSTEM
K45719GAAP
MAYO CLINIC
R1420712GAAP
MAYO CLINIC
A69794GAAP
MAYO FOUNDATION FOR MEDICAL EDUCATION & RESEARCH
C55027GAAP
AUSTIN MEDICAL CENTER FOUNDATION
C526799GAAP
MAYO CLINIC
C2296GAAP
FRANCISCAN SKEMP MEDICAL CENTER - MAYO HEALTH SYSTEM
K31122GAAP
CANNON FALLS MEDICAL CENTER - MAYO HEALTH SYSTEM
K3490GAAP