2011-10-05T08:11:03-05:00 2010-12-31 990 2010-01-01 410695606 MAYO CLINIC HEALTH SYSTEM-AUSTIN MAYO 5075381297 1000 FIRST DRIVE NW AUSTIN MN 55912 DAVID AGERTER MD 5075381297 2011-10-05 2010 2016-03-07 17:11:31Z FKA AUSTIN MEDICAL CENTER-MAYO HEALT DAVID AGERTER MD 1000 FIRST DRIVE NW AUSTIN MN 55912 112280040 0 X WWW.AUSTINMEDICALCENTER.ORG X 1896 MN OPERATION OF A HOSPITAL AND CLINIC. 10 5 1082 105 0 0 964986 997143 106680842 109339246 220738 1243526 442151 434980 108308717 112014895 46335 30656 0 0 62122664 65471313 0 0 142391 38236818 38402172 100405817 103904141 7902900 8110754 119711057 130478580 12006383 12932837 107704674 117545743 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 96341522 109694257 PATIENT 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. 248324 10000 HEALTH 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. 406781 20656 70094 COMMUNITY 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. 96996627 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 86 0 1 1082 1 0 0 0 0 0 0 0 0 0 0 X 10 5 1 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 1 0 MN X MAYO CORPORATE TAX UNIT 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 X AGERTER MD DAVID C 40.00 X X 0 422073 139050 ALBERTS JOHN 1.00 X X 0 0 0 BUNKERS MD BRIAN E 1.00 X 0 344767 53660 CRANDALL DAVE 1.00 X X 0 0 0 CUNNINGHAM MD PETER L 40.00 X 277395 0 37567 FLINCHBAUGH DO ROBERT T 1.00 X 0 224020 39900 GABRIELSON SHARON 1.00 X 0 147166 38347 LASSIG DONNIS E 1.00 X 0 139080 24398 MONSON REV GLENN 1.00 X 0 0 0 RAY GARY 1.00 X 0 0 0 TANGREN BONNIE D 1.00 X X 0 0 0 WILLIAMSON MARY JO 1.00 X 0 207322 36423 DANKERT SHERI S 40.00 X 130537 0 30328 PILOT DAVID 5.00 X 0 184779 32142 REES ADAM C 40.00 X 227596 0 38104 COPPES MD JOHN B 40.00 X 319765 0 35307 DUBE MD CYNTHIA M 40.00 X 176277 0 22564 HOLTZ MD CAROL P 40.00 X 192961 0 15799 HOLTZ MD SCOTT A 40.00 X 290865 0 40825 KLEIS DO KEITH R 40.00 X 258484 0 38902 KUBAS MD STEVE M 40.00 X 289699 0 42122 WOLD MD LESTER E 40.00 X 272956 0 11803 ACCURSO MD JOSEPH M 40.00 X 507199 0 40449 HECTORNE MD KATHLEEN J 40.00 X 477456 0 27600 KIRSCH MD MATTHEW J 40.00 X 616052 0 39763 MIZRACHI MD VICTOR N 40.00 X 466751 0 43606 STOFFEY DO ROBERT D 40.00 X 467772 0 38274 JOHNSON MD TIMOTHY J 0.00 X 120421 217720 24454 JOHNSON KRISTIN S 0.00 X 0 154151 33563 BOYCE MD CORY A 0.00 X 0 578273 40512 5092186 2619351 965462 90 1 1 0 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 ADMIN & MEDICAL SERVICES 3334896 KNUTSON CONSTRUCTION SERVICES 200 FIRST STREET SW ROCHESTER MN 55905 CONSTRUCTION SERVICES 595217 MAYO COLLABORATIVE SERVICES INC 200 FIRST STREET SW ROCHESTER MN 55905 LAB SERVICES 443763 ALBERT LEA MEDICAL CENTER - MAYO HEALTH 404 FOUNTAIN STREET ALBERT LEA MN 56007 MEDICAL SERVICES 357601 BWBR ARCHITECTS 380 ST PETER ST SUITE 600 ST PAUL MN 55102 ARCHITECTURE SERVICES 292900 17 27000 594244 375899 997143 NET PATIENT REVENUE 620000 108375705 108375705 SHARED SERVICES REVENU 561000 846672 846672 RENT FROM AFFILIATES 531120 69794 69794 MEALS ON WHEELS REVENU 624210 46800 46800 EDUCATION REVENUE 611600 275 275 109339246 1420712 1420712 3000 3000 3000 3000 10079 187265 -177186 -177186 -177186 84755 77880 6875 6875 CAFETERIA/VENDING REVE 722210 391829 391829 MISC. REVENUE 900099 19415 19415 MEDICAL RECORD/TRANSCR 541900 13861 13861 425105 112014895 109764351 0 1253401 30656 30656 2436535 2078402 358133 92993 92993 51986917 48996882 2972329 17706 3562417 3316325 246092 3870581 3545138 325443 3521870 3231732 283144 6994 38481 32457 6024 6421550 5973400 448150 183027 5392 166399 11236 16879321 16553816 317926 7579 1317427 340332 974725 2370 2151848 2129293 22385 170 71085 71085 664869 581316 81854 1699 3361121 3076524 284325 272 702811 702811 BAD DEBT EXPENSE 3966645 3966645 MN CARE TAX 1265921 1265921 EMPLOYEE RELATED EXPENS 525758 326923 198510 325 MEDICAID SURCHARGE 415802 415802 DUES, LICENSES AND SUBS 244749 244124 625 191757 111651 79684 422 103904141 96996627 6765123 142391 112022 131704 13027635 13475246 1961219 1853172 469163 2492461 81959053 40676773 40160228 41282280 58537319 65504711 5443471 5739006 119711057 130478580 8224508 8653578 97137 97637 3684738 4181622 12006383 12932837 X 106933958 116926390 717893 560583 52823 58770 107704674 117545743 119711057 130478580 X 8110754 1730315 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52823 1075 4872 58770 46888 886 5049 52823 68353 -10465 11000 46888 1.00000 0 1 1 907777 907777 52612858 20809447 31803411 26786583 19867326 6919257 1651835 1651835 41282280 MAYO POOLED INVESTMENTS 65504711 F 65504711 DUE TO AFFILIATES 126930 DEFERRED COMPENSATION LIABILITY 4054692 4181622 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. 1 1 1 X 1 X 1 1 0 1 1 667487 667487 0.00640 13231914 12682611 549303 0.00530 2054005 931484 1122521 0.01080 15953406 13614095 2339311 0.02250 382750 23019 359731 0.00350 247324 247324 0.00240 19517295 15872376 3644919 0.03510 34031 34031 0.00030 20181400 15895395 4286005 0.04130 36134806 29509490 6625316 0.06380 675 675 0.00000 14719 14719 0.00010 421 421 0.00000 15815 15815 0.00010 0 1783644 15236143 18845352 -3609209 X 1 1 1 1 AUSTIN MEDICAL CENTER (MAIN CAMPUS)

1000 FIRST DRIVE NW AUSTIN MN 55912

X X CLINIC, PHARMACY NOT REQUIRED 1 7 AUSTIN EYE CLINIC

510 SECOND STREET NW AUSTIN MN 55912

EYE CLINIC ADAMS CLINIC

908 WEST MAIN STREET ADAMS MN 55909

REGIONAL CLINIC BLOOMING PRAIRIE CLINIC

405 EAST MAIN BLOOMING PRAIRIE MN 55917

REGIONAL CLINIC GRAND MEADOW CLINIC

113 MAIN STREET GRAND MEADOW MN 55936

REGIONAL CLINIC LEROY CLINIC

671 EAST MAIN LEROY MN 55951

REGIONAL CLINIC AUSTIN MEDICAL CENTER WEST

101 14TH STREET NW AUSTIN MN 55912

CHEMICAL DEPENDENCY HOME HEALTH

408 4TH AVENUE NW AUSTIN MN 55912

HOME HEALTH AND HOSPICE 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). SCHEDULE H, PART VI, LINE 7 NEITHER THE FILING ORGANIZATION, NOR ANY RELATED ORGANIZATION, FILES A COMMUNITY BENEFIT REPORT WITH ANY STATE OTHER THAN THE EXTENT TO WHICH COMMUNITY BENEFIT INFORMATION IS INCLUDED IN OTHER REPORTING REQUIREMENTS SUCH AS INFORMATION PROVIDED ON THE MINNESOTA HOSPITAL ANNUAL REPORT OR TO THE WISCONSIN HOSPITAL ASSOCIATION. 1 RIVERLAND COMMUNITY COLLEGE FOUNDATION 1900 8TH AVENUE NW AUSTIN MN 55912 411286409 501(C)(3) 10000 EDUCATION UNITED WAY OF MOWER COUNTY PO BOX 605 AUSTIN MN 55912 410831896 501(C)(3) 8000 GENERAL SUPPORT 2 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE FILING ORGANIZATION CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY WITH PROGRAMS THAT ENHANCE THE MISSION OF THE FILING ORGANIZATION. THE FILING ORGANIZATION ONLY CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY THAT ADDRESS UNMET OR UNDER-FUNDED COMMUNITY NEEDS IN THE AREAS OF HEALTHCARE, EDUCATION, RESEARCH, DIVERSITY AND EQUALITY OF OPPORTUNITY. 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. 0 1 0 0 0 0 0 0 0 AGERTER MD DAVID C 0 300599 0 0 0 121474 0 124399 0 14651 0 561123 0 13889 BUNKERS MD BRIAN E 0 250672 0 0 0 94095 0 27100 0 26560 0 398427 0 0 CUNNINGHAM MD PETER L 277395 0 0 0 0 0 19600 0 17967 0 314962 0 0 0 FLINCHBAUGH DO ROBERT T 0 222634 0 0 0 1386 0 15888 0 24012 0 263920 0 0 GABRIELSON SHARON 0 146629 0 0 0 537 0 12784 0 25563 0 185513 0 0 LASSIG DONNIS E 0 137625 0 0 0 1455 0 432 0 23966 0 163478 0 0 WILLIAMSON MARY JO 0 206425 0 0 0 897 0 12427 0 23996 0 243745 0 0 DANKERT SHERI S 130537 0 0 0 0 0 10412 0 19916 0 160865 0 0 0 PILOT DAVID 0 184779 0 0 0 0 0 13229 0 18913 0 216921 0 0 REES ADAM C 227596 0 0 0 0 0 18000 0 20104 0 265700 0 0 0 COPPES MD JOHN B 319765 0 0 0 0 0 19600 0 15707 0 355072 0 0 0 DUBE MD CYNTHIA M 176277 0 0 0 0 0 13758 0 8806 0 198841 0 0 0 HOLTZ MD CAROL P 192961 0 0 0 0 0 15125 0 674 0 208760 0 0 0 HOLTZ MD SCOTT A 290865 0 0 0 0 0 19600 0 21225 0 331690 0 0 0 KLEIS DO KEITH R 258484 0 0 0 0 0 19600 0 19302 0 297386 0 0 0 KUBAS MD STEVE M 289699 0 0 0 0 0 19600 0 22522 0 331821 0 0 0 WOLD MD LESTER E 267956 0 5000 0 0 0 10886 0 917 0 284759 0 0 0 ACCURSO MD JOSEPH M 507199 0 0 0 0 0 19600 0 20849 0 547648 0 0 0 HECTORNE MD KATHLEEN J 477456 0 0 0 0 0 19600 0 8000 0 505056 0 0 0 KIRSCH MD MATTHEW J 616052 0 0 0 0 0 19600 0 20163 0 655815 0 0 0 MIZRACHI MD VICTOR N 466751 0 0 0 0 0 19600 0 24006 0 510357 0 0 0 STOFFEY DO ROBERT D 467772 0 0 0 0 0 19600 0 18674 0 506046 0 0 0 JOHNSON MD TIMOTHY J 120421 217720 0 0 0 0 9240 0 7960 7254 137621 224974 0 0 JOHNSON KRISTIN S 0 153745 0 406 0 0 0 16931 0 16632 0 187714 0 0 BOYCE MD CORY A 0 578273 0 0 0 0 0 17150 0 23362 0 618785 0 0 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 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 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. RHODA REES SPOUSE OF OFFICER 26140 EMPLOYMENT 0 CEDAR VALLEY SERVICES BOARD OVERLAP 261466 LINEN SERVICES 0 OWATONNA CLINIC - MAYO HEALTH SYSTEM BOARD OVERLAP 94335 SHARING OF PAID EMPLOYEES 0 CAROL P HOLTZ MD SPOUSE OF KEY EMPLOYEE 199941 EMPLOYMENT 0 SCOTT A HOLTZ MD SPOUSE OF KEY EMPLOYEE 294473 EMPLOYMENT 0 Form 990, Part VI, Section A, line 2 DR. 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 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 OF THE FILING ORGANIZATION IS MAYO CLINIC. Form 990, Part VI, Section A, line 7a MAYO CLINIC, THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION, ELECTS THE FILING ORGANIZATION'S BOARD OF DIRECTORS. Form 990, Part VI, Section A, line 7b THE 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 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 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. Form 990, Part VI, Section B, line 12c MAYO CLINIC AND ITS AFFILIATES HAVE A COMPREHENSIVE CONFLICT OF INTEREST POLICY APPLICABLE TO ALL OF THE AFFILIATED ENTITIES AND TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES OF THOSE ENTITIES. ALL CURRENT AND FORMER OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES WHO WE ANTICIPATE WILL BE LISTED ON A FORM 990 ARE ASKED TO COMPLETE AN "ANNUAL TAX AND COMPLIANCE DISCLOSURE" FORM. THIS INFORMATION IS REVIEWED BY BOTH THE CORPORATE TAX DEPARTMENT AND THE OFFICE OF CONFLICT OF INTEREST REVIEW. ALL DISCLOSURES OF CURRENT OR PROPOSED ACTIVITY THAT REQUIRE ACTION UNDER THE POLICY ARE THE SUBJECT OF ONGOING REVIEW AND ACTION THROUGH THE OFFICE OF CONFLICT OF INTEREST REVIEW AND THE CONFLICT OF INTEREST REVIEW BOARD. INVOLVED INDIVIDUALS ARE INFORMED OF ALL REQUIRED ACTION. MANY TYPES OF RELATIONSHIPS THAT COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED. OTHER TYPES OF RELATIONSHIPS ARE PERMITTED SUBJECT TO COMPLIANCE WITH THE MANAGEMENT PLAN ESTABLISHED BY THE CONFLICT OF INTEREST REVIEW BOARD. A COMMON MANAGEMENT STRATEGY FOR PERMITTED ACTIVITIES IS TO REQUIRE BILATERAL RECUSAL AND APPROPRIATE DOCUMENTATION IN THE MINUTES OF MAYO CLINIC (AND/OR AFFILIATE) AND THE OUTSIDE ENTITY. ADDITIONAL CONFLICT OF INTEREST POLICIES AND PROCEDURES EXIST FOR CERTAIN ENTITIES CONCERNING RESEARCH CONTRACTS AND OTHER TYPES OF POTENTIAL CONFLICTS. Form 990, Part VI, Section B, line 15b 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 C, line 19 THE FILING ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND ALSO ON THE MAYOCLINIC.ORG WEBSITE. THE 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 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: Form 990, Part XI, line 5: 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. PART XII LINE 2C EXPLANATION THERE WAS NO CHANGE IN THE PROCESS DURING THE YEAR. 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 THE HIRSH FAMILY FOUNDATION 108 NORTH MAIN STREET AUSTIN MN 55912 411749842 FUNDRAISING FOUNDATION MN 501(c)(3) 11-I AUSTIN MEDICAL CENTER -- MAYO HEALTH SYSTEM 1 MAYO KLINIK STIFTUNG 60486 FRANKFURT AM MAIN GM FUNDRAISING FOUNDATION GM MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 1 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 N/A C THE STABILE BUILDING OWNERS' ASSOCIATION 200 FIRST STREET SW ROCHESTER MN 55905 208994499 COMMERCIAL PROPERTY OWNERS ASSOCIATION MN N/A C 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 ALBERT LEA MEDICAL CENTER - MAYO HEALTH SYSTEM L 357601 GAAP GOLD CROSS AMBULANCE SERVICE L 8028 GAAP MAYO CLINIC L 3334896 GAAP MAYO COLLABORATIVE SERVICES INC L 443763 GAAP MAYO CLINIC - SAINT MARYS HOSPITAL L 3292 GAAP MMSI INC L 278574 GAAP FAIRMONT MEDICAL CENTER - MAYO HEALTH SYSTEM K 47693 GAAP ALBERT LEA MEDICAL CENTER - MAYO HEALTH SYSTEM K 174084 GAAP MAYO CLINIC K 419080 GAAP OWATONNA CLINIC - MAYO HEALTH SYSTEM K 94335 GAAP LAKE CITY MEDICAL CENTER - MAYO HELATH SYSTEM K 45719 GAAP MAYO CLINIC R 1420712 GAAP MAYO CLINIC A 69794 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION & RESEARCH C 55027 GAAP AUSTIN MEDICAL CENTER FOUNDATION C 526799 GAAP MAYO CLINIC C 2296 GAAP FRANCISCAN SKEMP MEDICAL CENTER - MAYO HEALTH SYSTEM K 31122 GAAP CANNON FALLS MEDICAL CENTER - MAYO HEALTH SYSTEM K 3490 GAAP