2011-11-14T13:42:11-06:00 2010-12-31 990 2010-01-01 590714831 MAYO CLINIC FLORIDA MAYO 5075381297 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 MARY HOFFMAN 5075381297 2011-11-14 2010 2016-02-24 21:20:13Z DR WILLIAM RUPP 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 385464705 0 X WWW.MAYO.EDU X 1982 FL OPERATION OF A HOSPITAL. 15 0 1579 820 0 0 209997 17491031 336651152 363731921 153 39220 3917090 4054293 340778392 385316465 31000000 997638 0 0 73375133 77106419 0 0 0 240666840 253299910 345041973 331403967 -4263581 53912498 364853377 367600199 207657027 201484133 157196350 166116066 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 265994162 997638 363977734 PATIENT & COMMUNITY SERVICES (SEE SCHEDULE O)PATIENT & COMMUNITY SERVICES:MAYO CLINIC FLORIDA (MCF) IS AN ACUTE-CARE HOSPITAL LOCATED IN JACKSONVILLE, FLORIDA. MCF HAS 214 LICENSED BEDS AND PROVIDES ACUTE PATIENT CARE AND SERVICES IN MEDICAL AND SURGICAL SPECIALTIES. DURING 2010, MCF HAD OVER 1,500 EMPLOYEES AND STAFF THAT TREATED 11,853 INPATIENTS, PERFORMED 11,947 SURGERIES, TREATED 36,470 PEOPLE ON AN OUTPATIENT BASIS AND CARED FOR 23,799 PEOPLE IN THE EMERGENCY ROOM.MCF, IN AFFILIATION WITH MAYO CLINIC JACKSONVILLE (A RELATED CLINIC EXEMPT UNDER SECTION 501(C)(3) OF THE CODE), IS ONE OF THE MAIN PROVIDERS OF HEALTH CARE SERVICES IN NORTHEAST FLORIDA. MCF IS LOCATED ON THE CAMPUS OF MAYO CLINIC JACKSONVILLE (MCJ). THE AFFILIATED ORGANIZATIONS ARE OFTEN REFERRED TO AND VIEWED AS A SINGLE INTEGRATED INSTITUTION.MCF PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS. SERVICES ARE PROVIDED TO BOTH MEDICARE AND MEDICAID PATIENTS AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. FINANCIAL ASSISTANCE IS ALSO PROVIDED FOR PATIENTS THAT ARE FINANCIALLY UNABLE TO PAY FOR SERVICES PROVIDED. THE COST OF UNCOMPENSATED CARE PROVIDED TO LOW INCOME PATIENTS THROUGH MEDICAID WAS APPROXIMATELY $6,003,000. INCLUDED IN THIS CALCULATION IS THE COST OF FLORIDA INDIGENT CARE ASSESSMENT. MCF PAYS APPROXIMATELY 1.3% OF ITS NET REVENUE TO THE STATE OF FLORIDA INDIGENT CARE ASSESSMENT, WHICH IS INTENDED TO PAY FOR MEDICAL TREATMENT OF INDIGENT PATIENTS. THE CONTRIBUTION FOR THE YEAR WAS APPROXIMATELY $4,623,000. FINANCIAL ASSISTANCE (AT COST) PROVIDED TO PATIENTS IN 2010 WAS APPROXIMATELY $3,805,000.OF THE FINANCIAL ASSISTANCE PROVIDED EACH YEAR, A PORTION OF IT GOES TO TRANSPLANT PATIENTS WHO WOULD OTHERWISE DIE WITHOUT A NEW, FUNCTIONING ORGAN.MCF AND MCJ REALIZE THAT NOT ALL RESIDENTS HAVE EASY ACCESS TO MEDICAL CARE WHEN THEY NEED IT. FOR SOME PEOPLE, LACK OF HEALTH INSURANCE PREVENTS THEM FROM GETTING TREATMENT WHILE OTHERS MAY NOT HAVE HEALTH PROFESSIONALS CLOSE AT HAND. REGARDLESS OF THE REASONS, MCF AND MCJ TRY TO DO THEIR PART FOR PEOPLE WHO ARE NOT GETTING ADEQUATE MEDICAL CARE BY FINDING CREATIVE WAYS TO PROVIDE IT. BEING CONNECTED AND INVOLVED PROVIDES AN OPPORTUNITY TO COLLABORATE WITH OTHER HEALTH SERVICE PROVIDERS TO ADDRESS THE COMMUNITY'S HEALTH CARE NEEDS.MCF AND MCJ HAVE PARTNERED WITH MANY ORGANIZATIONS TO IMPROVE THE QUALITY OF LIFE AND MAKE JACKSONVILLE AND NORTHEAST FLORIDA A HEALTHIER COMMUNITY. IN 2010, THE MAYO SITES WORKED WITH OVER 40 ORGANIZATIONS AND AGENCIES IN THE JACKSONVILLE AND NORTHEAST FLORIDA AREA. THESE PARTNERSHIPS HELP MCF AND MCJ DISCOVER UNMET NEEDS IN THE COMMUNITY AND DEVELOP PROGRAMS TO FULFILL THOSE NEEDS. MCF AND MCJ WORKED SUCCESSFULLY WITH THE BLOOD ALLIANCE TO OPEN THE MAYO CLINIC BLOOD DONOR CENTER IN 2008. THE CENTER, STAFFED AND OPERATED BY THE BLOOD ALLIANCE, IS OPEN FIVE DAYS A WEEK. UNDERSTANDING THE NEED TO INCREASE BLOOD DONATION, THE MAYO SITES WERE ABLE TO PROVIDE SPACE AND FURNISHINGS FOR A DONOR CENTER OPEN TO THE PUBLIC. MCF, MCJ AND THE BLOOD ALLIANCE COORDINATE TO CREATE INTERNAL MARKETING CAMPAIGNS AND EMPLOYEE CONTESTS TO STIMULATE WHOLE BLOOD AND PLATELET DONATIONS. IN 2010, THE CENTER COLLECTED 2,228 UNITS OF RED CELLS (93 PERCENT OF GOAL) AND 523 UNITS OF PLATELETS (132 PERCENT OF GOAL). MCJ AND MCF ARE DEDICATED TO FURTHERING MINORITY HEALTH AND WELLNESS EFFORTS AND ENDING HEALTH DISPARITIES. THROUGH EDUCATION AND AWARENESS PROGRAMS, PERSONALIZED HEALTH CARE AND INNOVATIVE RESEARCH, MCF AND MCJ STRIVE TO ELIMINATE DISPARITIES WITHIN THE COMMUNITIES AND TO HELP PREVENT AND REDUCE ILLNESS AND DEATH IN MINORITY POPULATIONS. OVERALL, IN 2010 THE HEALTH DISPARITIES PROGRAM HELD SEVERAL MAJOR PROJECTS AND INITIATIVES TO BRING TOGETHER THE JACKSONVILLE COMMUNITY TO DISCUSS AND LEARN ABOUT SOLUTIONS TO SOME OF THE HEALTH DISPARITIES FACED BY THE LOCAL COMMUNITY. SOME OF THE INITIATIVES OF THE HEALTH DISPARITIES PROGRAM ARE OUTLINED BELOW. IN 2006 MCF AND MCJ DEVELOPED AN INITIATIVE ENTITLED "LIVE WELL - BE WELL". THROUGH THIS INITIATIVE MCJ AND MCF WORKED WITH A PUBLIC RELATIONS FIRM THAT SPECIALIZED IN PROMOTING AND PROVIDING EDUCATION IN MINORITY COMMUNITIES. THE OBJECTIVE CONTINUES BY PROVIDING EDUCATION AND FOSTERING DISCUSSION ABOUT HEALTH DISPARITIES AND THE IMPORTANCE OF CLINICAL TRIAL PARTICIPATION. IN 2010, THE PROGRAMS REACHED MORE THAN 2,000 COMMUNITY MEMBERS THROUGH EDUCATIONAL FORUMS, COMMUNITY EVENTS AND OTHER OUTREACH EFFORTS. PARTICIPATION RATES FOR MINORITIES INVOLVED IN CANCER CLINICAL TRIALS WAS 39.5 PERCENT IN 2010, COMPARED TO 7 PERCENT IN 2004.IN 2010, UNDER THE HEALTH DISPARITIES PROGRAM, STAFF FROM "LIVE WELL - BE WELL" WORKED WITH LOCAL CHURCHES TO BRING RESEARCH TO THE COMMUNITY. WITH THE HELP OF A MOBILE RESEARCH VAN, A MULTIPLE MYELOMA EDUCATIONAL PROGRAM AND A CLINICAL TRIAL WERE BROUGHT TO THE COMMUNITY. THE TRIAL PARTICIPATION RATE WAS 59%, WITH MORE THAN 80% MINORITY PARTICIPATION.STAFF WORKED WITH THE AFRICAN METHODIST EPISCOPAL CHURCH DISTRICT AND THE DUVAL COUNTY HEALTH DEPARTMENT TO PRESENT THE 4TH ANNUAL BREAST HEALTH PROGRAM ENTITLED "AFRICAN AMERICAN, BLACK AND WOMEN OF COLOR SUMMIT" (ABC SUMMIT). THIS SATURDAY MORNING PROGRAM BROUGHT TOGETHER WOMEN OF COLOR FROM ALL OVER THE COUNTY TO PARTICIPATE IN A DAY OF EDUCATION ABOUT BREAST CANCER. MORE THAN 100 WOMEN PARTICIPATED, AND WORK IS NOW UNDERWAY TO EXPAND THIS PROGRAM TO REACH WOMEN IN THE 5 SURROUNDING COUNTIES IN 2011.ANOTHER INITIATIVE DEVELOPED BY MCF AND MCJ IS THE "LIVE WELL - THINK WELL" PROGRAM. THIS PROGRAM PROMOTES HEALTHY BRAIN AGING. DURING 2010, MCF AND MCJ PARTNERED WITH THE MAYOR'S OFFICE AND BROOKDALE SENIOR LIVING TO SPONSOR THE THIRD "BRAIN BOWL". TO ACCOMMODATE ALL INTERESTED PARTICIPANTS, THE EVENT WAS HELD ON TWO CONSECUTIVE DAYS. NEARLY 400 SENIOR CITIZENS ATTENDING THE EVENT WERE TAUGHT TECHNIQUES TO DEVELOP AND MAINTAIN AN ACTIVE AND HEALTHY LIFESTYLE TO ENSURE A HEALTHY BRAIN. INTERACTIVE ACTIVITIES INCLUDED BOARD GAMES, COMPUTER CHALLENGES, TRIVIA CONTESTS AND OTHER SKILLS TO ENHANCE MEMORY AND THINKING ABILITIES. IN 2010, MCF AND MCF, ALONG WITH SEVERAL LOCAL AGENCIES, CONTRIBUTED TO THE FORMING OF THE CAREGIVER COALITION WHICH PROVIDED SEVERAL WORKSHOPS THROUGHOUT NORTHEAST FLORIDA CENTERED AROUND CARING FOR THE CAREGIVER. DURING 2010, MORE THAN 1,500 EMPLOYEES FROM BOTH MCF AND MCJ VOLUNTEERED THEIR TIME AND EXPERTISE FOR COMMUNITY PROJECTS. IN ADDITION, EMPLOYEES DONATED MORE THAN $245,000 TO THE UNITED WAY AND OTHER CHARITABLE CAUSES. EMPLOYEES OF MCF AND MCJ ARE MAJOR SUPPORTERS OF THE CHILDREN'S CHRISTMAS PARTY OF JACKSONVILLE, A PROJECT THEY HAVE BEEN INVOLVED WITH FOR 9 YEARS. IN 2010, THEY HELPED RAISE $15,500 ALONG WITH A CORPORATE DONATION OF $8,000 TO BUY 360 BICYCLES AND HELMETS FOR THE MORE THAN 7,500 LOW-INCOME CHILDREN WHO ATTENDED THE PARTY. IN ADDITION, OVER 75 MAYO CLINIC EMPLOYEES VOLUNTEERED FOR THE SET-UP AND ACTUAL PARTY BEING SANTA'S HELPERS BY DISTRIBUTING TOYS AND GIVING BICYCLES TO THE CHILDREN.ACCESS TO CULTURAL EVENTS AND THE ARTS IS SOMETIMES AN OVERLOOKED MEASURE OF A COMMUNITY'S HEALTH AND QUALITY OF LIFE. MCF AND MCJ INTEGRATE THE ARTS INTO ITS MEDICAL ENVIRONMENT. WALKING THROUGH THE CAMPUS, PATIENTS AND VISITORS ARE LIKELY TO HEAR A PIANIST PLAYING A CLASSICAL MELODY. MANY PATIENTS' STAYS ARE BRIGHTENED BY LIVE MUSICAL PERFORMANCES OR WATCHING AN ARTIST BRING A CANVAS TO LIFE. EVERY YEAR, MCF AND MCJ FUND AND SPONSOR A VARIETY OF CULTURAL PROGRAMS OPEN TO ALL MEMBERS OF THE COMMUNITY, CREATING CONNECTIONS BETWEEN ART AND HEALING. AS MUSIC PROGRAMS IN PUBLIC SCHOOLS CONTINUE TO DECLINE, MCF AND MCJ ARE BRINGING CLASSICAL MUSICIANS AND DANCE TROUPES TO CLASSROOMS THROUGH ITS SPONSORSHIP OF THE BEACHES FINE ARTS SERIES.WITH SUPPORT FROM MCF AND MCJ, ALONG WITH OTHERS IN THE COMMUNITY, A SERIES OF FREE, WORLD-CLASS MUSIC AND DANCE PERFORMANCES ARE PROVIDED EIGHT TIMES A YEAR AT ST. PAUL'S BY THE SEA EPISCOPAL CHURCH IN JACKSONVILLE BEACH. FEATURED ARTISTS ALSO HOLD SPECIAL CONCERTS FOR STUDENTS AT VARIOUS DUVAL COUNTY SCHOOLS AND COMMUNITY ORGANIZATIONS. STUDENTS AT MORE THAN 50 LOCAL SCHOOLS HAVE HAD THE OPPORTUNITY TO ENJOY CLASSICAL MUSIC PERFORMANCES. THE PERFORMANCES ARE OPEN TO ALL SCHOOLS, WITH A SPECIAL EMPHASIS ON UNDERSERVED AND INNER-CITY YOUTH.IN 2010, MCF RECEIVED DONATED SERVICES FROM 820 COMMUNITY VOLUNTEERS, WHO PROVIDED APPROXIMATELY 34,747 HOURS, VALUED AT APPROXIMATELY $742,000 BASED ON THE INDEPENDENT SECTOR'S AVERAGE ESTIMATED HOURLY VALUE OF SUCH SERVICES FOR 2010. 16015786 3767633 EDUCATIONAL PROGRAMS (SEE SCHEDULE O)EDUCATIONAL PROGRAMS:MCF, IN CONJUNCTION WITH MCJ, PROVIDES VARIOUS EDUCATIONAL PROGRAMS. IN 2010, 62 MEDICAL STUDENTS RECEIVED TRAINING AT THE MAYO SITES IN JACKSONVILLE. THROUGH 42 ACTIVE AND APPROVED MEDICAL PROGRAMS, A TOTAL OF 268 RESIDENTS AND FELLOWS ALSO RECEIVED TRAINING AT THE MAYO SITES IN JACKSONVILLE. PARTNERSHIPS WITH LOCAL EDUCATIONAL INSTITUTIONS PROVIDED 27 EDUCATIONAL PROGRAMS SERVING 300 ALLIED HEALTH STUDENTS THROUGH THE MAYO SCHOOL OF HEALTH SCIENCES. THE ABOVE MENTIONED STUDENTS, RESIDENTS AND FELLOWS RECEIVED ALL OR A PORTION OF THEIR TRAINING AT THE MCF CAMPUS. PHYSICIANS AND RESEARCHERS AT MCF AND MCJ AUTHORED 558 ARTICLES PUBLISHED IN PEER-REVIEWED JOURNALS IN 2010.THE EDUCATIONAL MISSION OF MCF AND MCJ ALSO EXTENDS TO THE COMMUNITY. MCJ AND MCF BELIEVE THAT THEIR MEDICAL KNOWLEDGE MUST BE SHARED WITH THE COMMUNITY, PHYSICIANS AND HEALTH-CARE PROFESSIONALS. THROUGH THE MAYO CLINIC SCHOOL OF CONTINUOUS PROFESSIONAL DEVELOPMENT, HEALTH-CARE PROVIDERS RECEIVE EDUCATIONAL PROGRAMS TO UPDATE THEIR KNOWLEDGE. IN 2010, 6,500 PHYSICIANS AND HEALTH-CARE PROFESSIONALS PARTICIPATED IN THESE EDUCATIONAL PROGRAMS.MCF AND MCJ ESTABLISHED A HIGH SCHOOL BOOT CAMP TO INTRODUCE STUDENTS TO CAREER OPPORTUNITIES IN MEDICINE AND SCIENCE. THE BOOT CAMP OCCURS TWICE A YEAR AND SERVES 50 STUDENTS PER SESSION. ONE HUNDRED LOCAL HIGH SCHOOL STUDENTS PARTICIPATED IN 2010. MCF AND MCJ ALSO PROVIDE CLINICAL AND BASIC SCIENCE RESEARCH INTERNSHIPS FOR STUDENTS FROM ACROSS THE UNITED SATES. SEVEN SUMMER UNDERGRADUATE RESEARCH FELLOWSHIP (SURF) STUDENTS PARTICIPATED IN A 10-WEEK BASIC SCIENCE RESEARCH PROGRAM.ADDITIONALLY, STAFF FROM MCF AND MCJ SUPPORT VARIOUS EDUCATIONAL PROGRAMS IN PUBLIC SCHOOLS. THESE STAFF MEMBERS ASSIST VARIOUS ELEMENTARY, HIGH SCHOOLS, COMMUNITY COLLEGES AND UNIVERSITIES IN THE COMMUNITY. THE STAFF MEMBERS SERVE ON ADVISORY BOARDS, BOARDS OF TRUSTEES AND PARTICIPATE AS RESOURCE PERSONS ON A REGULAR BASIS FOR SCHOOLS, COLLEGES AND UNIVERSITIES 282009948 1 1 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1579 1 0 0 0 0 0 0 0 0 0 0 X 15 0 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X CHRISTIE LOHKAMP 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 X BRIGHAM ROBERT F 1.00 X X 0 741182 24883 BUSKIRK MD STEVEN J 1.00 X 0 1451114 68352 DEVAULT MD KENNETH R 1.00 X 0 678358 103487 GONWA MD THOMAS A 1.00 X 0 357403 82487 HERNKE DEBRA A 1.00 X 0 148828 21655 HOFFMAN MARY J 1.00 X X 0 360001 49281 JENSEN NANCY W 1.00 X 0 227832 44206 JORGENSEN STEVEN C 1.00 X X 0 252425 60676 LANGE MD STEPHEN M 1.00 X X 0 1146991 127568 LEVENTHAL MD JACK P 1.00 X X 0 784581 107627 MATHEWS HILARY G 1.00 X 0 229676 52132 O'CONNOR MD MARY I 1.00 X 0 1340492 102755 ROMME CLIFFORD R 1.00 X 0 274654 17320 RUPP MD WILLIAM C 1.00 X X 0 820006 49246 SMITH MD CD 1.00 X 0 632726 88667 TALLEY MD NICHOLAS J 1.00 X 0 290186 64200 BESSER ROBERT A 40.00 X 140294 0 30330 DORFLER CAROL A 40.00 X 128589 0 20516 LOUGHLIN JOSEPH G 40.00 X 139159 0 31738 SHAW SUZANNE M 40.00 X 128260 0 20680 VENTRESCA ELIZABETH C 40.00 X 137050 0 17397 BOLLING MD JAMES P X 0 1444770 62910 WALTERS ROBERT M X 0 851047 62572 WILLIAMS MD HUGH J X 0 2385557 169764 BARTLEY MD GEORGE B X 0 1741011 92535 673352 16158840 1572984 32 1 1 0 MAYO FOUNDATION FOR MEDICAL EDUCATION AN 200 FIRST STREET SW ROCHESTER MN 55905 SUPPORT SERVICES 15943611 MAYO COLLABORATIVE SERVICES INC 200 FIRST STREET SW ROCHESTER MN 55905 LAB SERVICES 1002308 MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 MEDICAL SERVICES 515230 3 17491031 17491031 NET PATIENT REVENUE 620000 359964288 359964288 EDUCATION REVENUE 611600 3767633 3767633 363731921 4220 4220 183240 148240 35000 35000 35000 CAFETERIA/VENDING 722210 4012946 4012946 MISCELLANEOUS 900099 41347 500 40847 4054293 385316465 367745367 0 80067 997638 997638 63651688 63651688 1443177 1443177 7223890 7223890 4787664 4787664 1189 1189 21709 21709 110002051 60588032 49414019 90253454 90253454 145585 145585 7401103 7401103 116162 116162 2767 2767 6091016 6091016 21340824 21340824 7706 7706 BAD DEBT EXPENSE 13088795 13088795 MEDICAID SURCHARGE 4622610 4622610 EMPLOYEE EXPENSES 223718 223718 DUES, MEMBERSHIPS, ETC. 1221 1221 UBI TAXES (REFUNDS) -20000 -20000 331403967 282009948 49394019 0 140677 149541 74758913 86749931 2195484 2477599 814814 857541 285908353 67462522 218170924 218445831 1 1563879 620512 67208685 58299244 364853377 367600199 12582574 10164088 127175396 127094577 67899057 64225468 207657027 201484133 X 155678280 165589870 1386901 395027 131169 131169 157196350 166116066 364853377 367600199 X 53912498 -44992782 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 131169 11366 5765 24274 112496 152107 5795 26733 131169 155051 3582 6526 152107 1.00000 0 1 1 35888 35888 216494585 32599739 183894846 68966449 34862783 34103666 411431 411431 218445831 DUE FROM AFFILIATES 58299244 58299244 MEDICAID INDIGENT CARE TAX PAYABLE 4253013 DUE TO AFFILIATES 59972455 64225468 Part III, Line 1a: THE CLINIC PERIODICALLY RECEIVES WORKS OF ART FROM VARIOUS BENEFACTORS. THESE ITEMS ARE UNIQUE IN NATURE AND ARE HELD ON DISPLAY FOR THE BENEFIT AND ENJOYMENT OF THE CLINIC'S PATIENTS. IT IS THE CLINIC'S POLICY TO NEITHER CAPITALIZE CONTRIBUTED WORKS OF ART NOR RECORD THE RELATED CONTRIBUTION REVENUE. Part III, Line 4: WORKS OF ART DISPLAYED ACROSS THE CAMPUS PROVIDE BEAUTY, PRESERVATION OF HERITAGE AND RESPECT FOR THE DIVERSITY OF PATIENTS, VISITORS AND STAFF. Description of Intended Use of Endowment Funds: Part V, Line 4: THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR RESEARCH AND EDUCATION PROGRAMS. Description of Uncertain Tax Positions Under FIN 48: Part X: AT DECEMBER 31, 2010 AND 2009, THERE WAS NO MATERIAL LIABILITY FOR UNRECOGNIZED TAX BENEFITS FOR THE FILING ORGANIZATION. 1 1 1 X 1 X 1 1 1 0 1 1 3805171 3805171 0.01200 10196910 4194047 6002863 0.01890 14002081 4194047 9808034 0.03090 16015786 3767633 12248153 0.03850 52607561 38115513 14492048 0.04550 68623347 41883146 26740201 0.08400 82625428 46077193 36548235 0.11490 0 3914154 0 118383446 124683628 -6300182 X 1 1 1 1 MAYO CLINIC FLORIDA

4500 SAN PABLO ROAD JACKSONVILLE FL 32224

X X X X NOT REQUIRED 1 Part I, Line 6a: THE ANNUAL REPORT FOR THE FILING ORGANIZATION IS PART OF A CONSOLIDATED REPORT PREPARED BY MAYO CLINIC. Part I, Line 7: A COST-TO-CHARGE RATIO (FROM WORKSHEET 2) IS USED TO CALCULATE THE AMOUNTS ON LINE 7A-7C (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 7, Column (f): The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 13088795. Part III, Line 4: THE FILING ORGANIZATION REPORTS BAD DEBT IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT 15 IS FOLLOWED TO THE EXTENT THAT IT ALIGNS WITH THE GUIDELINES SET FORTH BY GAAP.FOOTNOTE FROM MAYO CLINIC ("THE CLINIC") CONSOLIDATED AUDITED FINANCIAL STATEMENTS: ACCOUNTS RECEIVABLE FOR MEDICAL SERVICES ARE STATED AT NET REALIZABLE VALUE. THE CLINIC ESTIMATES THE ALLOWANCES FOR UNCOLLECTIBLE ACCOUNTS BASED ON HISTORIC WRITE-OFFS AND THE AGING OF THE ACCOUNTS. ACCOUNTS ARE WRITTEN OFF WHEN COLLECTION EFFORTS HAVE BEEN EXHAUSTED.BAD DEBT EXPENSE AT COST IS DETERMINED USING THE SAME COST TO CHARGE RATIO THAT IS USED TO CALCULATE FINANCIAL ASSISTANCE AND MEDICAID SHORTFALL. DISCOUNTS AND ALLOWANCES ARE ACCOUNTED FOR SEPARATELY FROM BAD DEBT EXPENSE. Part III, Line 8: THE METHODOLOGY DESCRIBED IN THE INSTRUCTIONS TO SCHEDULE H, PART III, SECTION B, LINE 6 DOES NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE HOSPITAL AND DOES NOT REPRESENT THE TOTAL COMMUNITY BENEFIT CONFERRED IN THIS AREA. THE MEDICARE SHORTFALL REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT (USING A MEDICARE COST REPORT STEP-DOWN METHODOLOGY). REASONS WHY MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT ARE: (1) ABSENT THE MEDICARE PROGRAM, IT IS LIKELY MANY OF THE INDIVIDUALS WOULD QUALIFY FOR CHARITY CARE OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS; (2) BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS; (3) THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS; AND (4) THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER CHARITY CARE AND OTHER COMMUNITY BENEFIT NEEDS. Part III, Line 9b: MAYO CLINIC AND ITS AFFILIATES STRIVE TO ASSIST ALL PATIENTS IN MEETING THEIR FINANCIAL OBLIGATION PRIOR TO ENLISTING THE ASSISTANCE OF A COLLECTION AGENCY BY MAKING EVERY REASONABLE ATTEMPT TO COLLECT FROM INSURANCE COMPANIES AND OTHER THIRD-PARTY PAYORS. IN THE EVENT THAT AN ACCOUNT IS REFERRED TO A COLLECTION AGENCY, GUIDELINES ARE FOLLOWED, INCLUDING SUSPENDING ALL COLLECTION ACTIVITY IF A FINANCIAL ASSISTANCE APPLICATION HAS BEEN SUBMITTED AFTER THE ACCOUNT HAS BEEN REFERRED FOR COLLECTION. IF A COLLECTION AGENCY IDENTIFIES A PATIENT AS MEETING MAYO CLINIC'S FINANCIAL ASSISTANCE ELIGIBILTY CRITERIA OR THE PATIENT ASKS TO APPLY FOR FINANCIAL ASSISTANCE, COLLECTION ACTIVITY IS SUSPENDED UNTIL MAYO REVIEWS THE ACCOUNT FOR FINANCIAL ASSISTANCE ELIGIBILITY. COLLECTION ACTIVITY WOULD ONLY RESUME IF MAYO WOULD TELL THE COLLECTION AGENCY TO PURSUE COLLECTIONS ON THE BALANCE OR PARTIAL BALANCE IF THERE WAS A CHARITY ADJUSTMENT. Part VI, Line 8: NEITHER THE FILING ORGANIZATION, NOR ANY RELATED ORGANIZATION, FILES A COMMUNITY BENEFIT REPORT WITH ANY STATE OTHER THAN THE EXTENT TO WHICH COMMUNITY BENEFIT INFORMATION IS INCLUDED IN OTHER REPORTING REQUIREMENTS SUCH AS INFORMATION PROVIDED ON THE MINNESOTA HOSPITAL ANNUAL REPORT OR TO THE WISCONSIN HOSPITAL ASSOCIATION. Part VI, Line 2: MAYO CLINIC FLORIDA (MCF) AND MAYO CLINIC JACKSONVILLE (MCJ) WORK COLLABORATIVELY IN THEIR INPATIENT AND OUTPATIENT PRACTICES TO MEET THE HEALTH CARE NEEDS OF THE LOCAL DUVAL COUNTY AND ST. JOHNS COUNTY COMMUNITIES OF ABOUT 1 MILLION RESIDENTS. IN ADDITION, MCF AND MCJ ARE PART OF A MULTI-ENTITY, INTEGRATED HEALTHCARE ORGANIZATION THAT WORKS TOGETHER TO MEET THE HEALTH CARE NEEDS OF BROADER REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIES. THESE ENTITIES ARE COLLECTIVELY REFERRED TO AS "MAYO CLINIC" FOR PURPOSES OF THIS DESCRIPTION. MAYO CLINIC'S EFFORTS TO ASSESS THE HEALTH CARE NEEDS OF THE LOCAL NORTHEAST FLORIDA COMMUNITY REST ON FOUR GUIDING PRINCIPLES DEVELOPED IN CONJUNCTION WITH COMMUNITY PARTNERS AND AFFIRMED BY MAYO CLINIC LEADERSHIP:1. HEALTH IS VALUED BY BOTH THE COMMUNITY AND MAYO CLINIC.2. "HEALTH" IS DETERMINED BY BOTH MEDICAL AND NON-MEDICAL (E.G., SOCIAL AND BEHAVIORAL) FACTORS AND BOTH CATEGORIES OF FACTORS MUST BE ADDRESSED.3. MAYO CLINIC IS COMMITTED TO PRODUCING MEASURABLE IMPROVEMENTS IN THE HEALTH OF ALL DUVAL COUNTY AND ST. JOHNS COUNTY RESIDENTS, AND BEYOND.4. STRATEGIES TO IMPROVE COMMUNITY HEALTH ARE BEST DETERMINED AND IMPLEMENTED THROUGH PARTNERSHIPS BETWEEN HEALTH CARE PROVIDERS AND COMMUNITY MEMBERS.WITH THESE PRINCIPLES AS THE BASIS OF ITS DECISION MAKING, AND CONSISTENT WITH ITS PRIMARY VALUE OF "THE NEEDS OF THE PATIENT COME FIRST," MAYO CLINIC'S APPROACH TO ASSESS THE NEEDS OF THE COMMUNITY IS ORGANIZED INTO TWO MAIN FUNCTIONS: 1) MECHANISMS TO ENGAGE AND UTILIZE INPUT FROM THE COMMUNITY AND 2) MECHANISMS TO SUPPORT AND COORDINATE INITIATIVES WITHIN MAYO CLINIC.TO ENGAGE AND UTILIZE INPUT FROM THE COMMUNITY, MAYO CLINIC REGULARLY REVIEWS COMMUNITY NEEDS ASSESSMENTS CONDUCTED BY THE DUVAL COUNTY HEALTH DEPARTMENT AND OTHER COMMUNITY ORGANIZATIONS THAT SERVE BROAD COMMUNITY HEATH NEEDS, SUCH AS NORTHEAST FLORIDA UNITED WAY AND JACKSONVILLE COMMUNITY COUNCIL INC. THE INFORMATION PROVIDED BY THESE ORGANIZATIONS AND OTHERS IS USED TO DETERMINE HEALTH CARE SERVICES AVAILABLE AND TO IDENTIFY GAPS THAT CAN BE ADDRESSED IN MAYO CLINIC'S RESPONSE TO THE HEALTH CARE NEEDS OF THE COMMUNITY. IN CONJUNCTION WITH OTHER AREA HOSPITALS, MAYO CLINIC EVALUATES THE NEEDS OF UNDERSERVED POPULATIONS AND WORKS COLLECTIVELY WITH THE DUVAL COUNTY MEDICAL SOCIETY'S WE CARE PROGRAM TO HELP MEET THOSE NEEDS.WITHIN MAYO CLINIC, COORDINATION OF COMMUNITY ENGAGEMENT INITIATIVES IS ACCOMPLISHED THROUGH A COMMUNITY RELATIONS WORKGROUP, WHICH EVALUATES FUNDING AND SPONSORSHIP REQUESTS FROM COMMUNITY AGENCIES AND GUIDES INSTITUTIONAL SUPPORT FOR VARIOUS COMMUNITY INITIATIVES. THIS GROUP ENSURES THE GUIDING PRINCIPLES ARE FOLLOWED AND FACILITATES COMMUNITY OUTREACH INITIATIVES. THE JACKSONVILLE HEALTH DISPARITIES OVERSIGHT COMMITTEE WAS FORMED IN SEPTEMBER 2006 TO ADDRESS HEALTH DISPARITIES ISSUES. THE COMMITTEE WORKS CLOSELY WITH THE COMMUNITY RESEARCH ADVISORY BOARD (CRAB), WHICH CONSISTS OF MEMBERS FROM THE JACKSONVILLE COMMUNITY OF MULTICULTURAL BACKGROUNDS AND VARIOUS PROFESSIONS, WHO ARE RESPONSIBLE FOR 2 MAIN FUNCTIONS:- REVIEW RESEARCH PROTOCOLS AND PROVIDE IMPORTANT FEEDBACK BASED ON DIVERSE PERSPECTIVES TO INVESTIGATORS ABOUT THEIR PROPOSED STUDY DESIGN.- ADVISE ON STRATEGIES FOR THE RECRUITMENT OF DIVERSE POPULATIONS TO MCJ RESEARCH PROTOCOLS.MAYO CLINIC ALSO ATTRACTS PATIENTS FROM AREAS FAR BEYOND ITS IMMEDIATE COMMUNITIES. PATIENTS COME TO MAYO CLINIC FROM EVERY STATE AND MANY FOREIGN COUNTRIES. BESIDES ITS PRINCIPAL CLINICAL AND HOSPITAL FACILITIES IN ROCHESTER, MINNESOTA, MAYO CLINIC HAS A NETWORK OF COMMUNITY BASED HEALTH CARE PROVIDERS IN OVER 70 COMMUNITIES THROUGHOUT SOUTHERN MINNESOTA, NORTHERN IOWA AND WEST CENTRAL WISCONSIN. IN ADDITION, MAYO CLINIC HAS FACILITIES IN SCOTTSDALE AND PHOENIX, ARIZONA AS WELL AS JACKSONVILLE, FLORIDA. MAYO CLINIC SUPPORTS AND COORDINATES EFFORTS TO IMPROVE THE HEALTH AND WELL BEING WITHIN EACH OF THE COMMUNITIES IT SERVES AS WELL AS CONDUCTING MEDICAL EDUCATION AND RESEARCH ACTIVITIES TO ADVANCE THE SCIENCE OF MEDICINE TO BENEFIT A BROAD RANGE OF REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIES. Part VI, Line 3: ELIGIBILITY: THE CHARITY CARE INFORMATION BROCHURE IS PROMINENTLY DISPLAYED IN REGISTRATION AND PATIENT WAITING AREAS. THE BROCHURE EXPLAINS THE CHARITY CARE PROGRAM AND FACTORS AFFECTING ELIGIBILITY. 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 FINANCIAL COUNSELOR.3. COLLECTION AGENCIES MAY REFER PATIENTS.4. BUSINESS/PATIENT FINANCIAL SERVICES MAY REFER PATIENTS TO A FINANCIAL COUNSELOR.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.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.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: MAYO CLINIC FLORIDA (MCF) AND MAYO CLINIC JACKSONVILLE (MCJ) ARE LOCATED IN EASTERN JACKSONVILLE, DUVAL COUNTY, FLORIDA AND TOGETHER SERVE POPULATIONS FROM JACKSONVILLE, AS WELL AS PATIENTS FROM ACROSS THE SOUTHEASTERN UNITED STATES AND INTERNATIONALLY. APPROXIMATELY 45% OF THE PATIENT POPULATION RESIDES OUTSIDE THE JACKSONVILLE METROPOLITAN AREA, AND 50% ARE MEDICARE PATIENTS. THE FILING ORGANIZATIONS EMPHASIZE COMPLEX AND DIFFICULT SPECIALTY AND TERTIARY CARE, INCLUDING ORGAN TRANSPLANTATION, NEUROLOGY, ONCOLOGY AND ORTHOPEDICS. THE ORGANIZATION DOES NOT HAVE PEDIATRIC OR OBSTETRIC PRACTICES, AND THIS LIMITS ACCESS TO MEDICAID PATIENTS SINCE FLORIDA'S MEDICAID BENEFITS ARE GENERALLY RESTRICTED TO CHILDREN AND PREGNANT WOMEN; HOWEVER, THE ORGANIZATION DOES HAVE AGREEMENTS WITH THE STATE OF FLORIDA TO PROVIDE A CERTAIN PERCENTAGE OF ORGAN TRANSPLANTS TO MEDICAID OR CHARITY PATIENTS (THE AMOUNT VARIES WITH EACH ORGAN). THE ORGANIZATION MAINTAINS A VIBRANT RESEARCH PROGRAM, WITH BASIC SCIENCE FOCUS ON NEUROSCIENCE AND CANCER, AND CLINICAL TRIALS ACROSS THE SPECTRUM. THERE IS ALSO A STRONG MEDICAL EDUCATION PROGRAM, WITH MORE THAN 268 RESIDENTS AND FELLOWS IN MORE THAN 42 PROGRAMS. 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.MAYO CLINIC AND ITS AFFILIATES REINVEST THEIR NET OPERATING INCOME TO ADVANCE MEDICAL RESEARCH AND TEACH THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS, AS WELL AS TO ALLOW THE INDIVIDUAL ENTITY TO SUSTAIN ITS MISSION AND PREPARE FOR THE FUTURE. THE BOARD OF TRUSTEES IS THE GOVERNING BODY OF MAYO CLINIC. A MAJORITY OF ITS MEMBERS ARE EXTERNAL, INDEPENDENT TRUSTEES. IT HAS OVERALL RESPONSIBILITY FOR THE CHARITABLE, CLINICAL PRACTICE, SCIENTIFIC AND EDUCATIONAL MISSION AND PURPOSES OF MAYO CLINIC AND ITS AFFILIATES AS SET FORTH IN ITS ARTICLES OF INCORPORATION AND BYLAWS. BECAUSE OF MAYO CLINIC'S NATIONAL PRESENCE, THESE TRUSTEES ARE SELECTED BASED ON THEIR AREAS OF EXPERTISE, EXPERIENCE, AND OTHER CRITERIA ESTABLISHED BY THE INDEPENDENT NOMINATING COMMITTEE OF THE BOARD OF TRUSTEES. AREAS OF EXPERTISE AND EXPERIENCE INCLUDE SUCH AREAS AS HEALTH CARE POLICY, RESEARCH, EDUCATION, BUSINESS, AND GOVERNMENT. THE FILING ORGANIZATION, WHICH IS CONTROLLED BY MAYO CLINIC, RELIES ON THE COMMUNITY REPRESENTATION OF THE MAYO CLINIC BOARD OF TRUSTEES TO FULFILL THIS REQUIREMENT. SEVERAL OF MAYO CLINIC'S HOSPITAL ENTITIES HAVE OBTAINED LETTER RULINGS APPROVING A STAFF MODEL IN WHICH ONLY MAYO CLINIC EMPLOYED PHYSICIANS ARE GIVEN STAFF PRIVILEGES IN ORDER TO MAINTAIN STANDARD METHODS OF PRACTICE AND PROTOCOLS. FOR THOSE ENTITIES, THE PHYSICIANS ARE SALARIED EMPLOYEES AND THUS THE ISSUE OF PRIVATE INUREMENT AND PRIVATE BENEFIT ADDRESSED BY THE OPEN STAFF REQUIREMENT ARE OTHERWISE ADDRESSED. THE FILING ORGANIZATION IS ONE OF THE ENTITIES WHICH OPERATES BASED ON THE CLOSED STAFF MODEL. THE PATIENTS OF THE FILING ORGANIZATION HAVE ACCESS TO AN EMERGENCY ROOM OPERATED BY THE FILING ORGANIZATION. Part VI, Line 7: THE FILING ORGANIZATION IS PART OF A GROUP OF HEALTHCARE ENTITIES AFFILIATED WITH MAYO CLINIC. MAYO CLINIC IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT GROUP PRACTICE IN THE WORLD. DOCTORS FROM EVERY MEDICAL SPECIALTY WORK TOGETHER TO CARE FOR PATIENTS, JOINED BY COMMON SYSTEMS AND A PHILOSOPHY OF "THE NEEDS OF THE PATIENT COME FIRST." MORE THAN 3,300 PHYSICIANS, SCIENTISTS AND RESEARCHERS AND 46,000 ALLIED HEALTH STAFF WORK AT MAYO CLINIC, WHICH HAS SITES IN ROCHESTER, MINNESOTA, JACKSONVILLE, FLORIDA, AND SCOTTSDALE/PHOENIX, ARIZONA, AS WELL AS A REGIONAL NETWORK OF HOSPITALS AND CLINICS IN MINNESOTA, WISCONSIN, AND IOWA. COLLECTIVELY, MORE THAN HALF A MILLION PEOPLE ARE TREATED EACH YEAR.SPECIFICALLY, THE FILING ORGANIZATION PROVIDES MEDICAL EDUCATION, RESEARCH, AND CLINIC SERVICES AT THE FLORIDA LOCATION. FOR MORE SPECIFIC DESCRIPTION, SEE THE RESPONSE TO CORE FORM, PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS, LINE 4A (REPORTED IN SCHEDULE O). 1 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 997638 CONTRIBUTIONS 1 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: TRANSFERS OR GRANTS TO AFFILIATED 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 BRIGHAM ROBERT F 0 396045 0 0 0 345137 0 1455 0 23428 0 766065 0 179161 BUSKIRK MD STEVEN J 0 478955 0 0 0 972159 0 53647 0 14705 0 1519466 0 34769 DEVAULT MD KENNETH R 0 426373 0 0 0 251985 0 75659 0 27828 0 781845 0 0 GONWA MD THOMAS A 0 296288 0 0 0 61115 0 52482 0 30005 0 439890 0 36768 HERNKE DEBRA A 0 146774 0 0 0 2054 0 586 0 21069 0 170483 0 0 HOFFMAN MARY J 0 239357 0 0 0 120644 0 23372 0 25909 0 409282 0 51850 JENSEN NANCY W 0 185138 0 0 0 42694 0 25782 0 18424 0 272038 0 0 JORGENSEN STEVEN C 0 250843 0 0 0 1582 0 39239 0 21437 0 313101 0 7614 LANGE MD STEPHEN M 0 430865 0 0 0 716126 0 105719 0 21849 0 1274559 0 171171 LEVENTHAL MD JACK P 0 341532 0 0 0 443049 0 92120 0 15507 0 892208 0 109850 MATHEWS HILARY G 0 227554 0 0 0 2122 0 27703 0 24429 0 281808 0 0 O'CONNOR MD MARY I 0 507865 0 0 0 832627 0 75892 0 26863 0 1443247 0 273300 ROMME CLIFFORD R 0 225866 0 0 0 48788 0 197 0 17123 0 291974 0 11469 RUPP MD WILLIAM C 0 694131 0 0 0 125875 0 40938 0 8308 0 869252 0 118772 SMITH MD CD 0 472451 0 34250 0 126025 0 71937 0 16730 0 721393 0 21674 TALLEY MD NICHOLAS J 0 203644 0 0 0 86542 0 51504 0 12696 0 354386 0 22212 BESSER ROBERT A 130792 0 0 0 9502 0 17308 0 13022 0 170624 0 0 0 LOUGHLIN JOSEPH G 130338 0 0 0 8821 0 19474 0 12264 0 170897 0 0 0 VENTRESCA ELIZABETH C 126126 0 0 0 10924 0 8329 0 9068 0 154447 0 0 0 BOLLING MD JAMES P 0 449095 0 0 0 995675 0 40135 0 22775 0 1507680 0 257252 WALTERS ROBERT M 0 286610 0 0 0 564437 0 38219 0 24353 0 913619 0 88103 WILLIAMS MD HUGH J 0 564647 0 0 0 1820910 0 152900 0 16864 0 2555321 0 362094 BARTLEY MD GEORGE B 0 536762 0 0 0 1204249 0 73710 0 18825 0 1833546 0 363578 Part I, Line 4b THIS ENTITY OR ITS AFFILIATE HAS A SUPPLEMENTAL RETIREMENT PLAN (SRP) DESIGNED TO ROUGHLY APPROXIMATE AN EXTENSION OF THE BENEFITS UNDER THE MAYO PENSION PLAN TO INCOME ABOVE THE INTERNAL REVENUE CODE QUALIFIED PLAN LIMIT IN SECTION 401(a)(17). IN 2010, THE COMPONENT OF THIS SRP BENEFIT THAT WAS DEFERRED COMPENSATION SUBJECT TO SECTIONS 409A AND 457(f) OF THE INTERNAL REVENUE CODE WAS TERMINATED. THIS PLAN TERMINATION TRIGGERED THE IMMEDIATE TAXATION OF THE ENTIRE SRP BENEFIT THAT HAS BEEN ACCRUED AND DEFERRED OVER EACH PARTICIPANT'S CAREER AT MAYO. STARTING JANUARY 1, 2011, ALL FUTURE SRP BENEFIT WILL BE PAID AS AN ANNUAL TAXABLE CASH PAYMENT THAT HAS NO SUBSTANTIAL RISK OF FORFEITURE. THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN EITHER AS A RESULT OF THE NORMAL OPERATION OF PLAN TERMS OR BECAUSE OF THE TERMINATION OF THE PLAN. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). A PORTION OF THE AMOUNT MAY BE INCLUDED IN SCHEDULE J, PART II, COLUMN (F) IF DISCLOSED ON A PRIOR YEARS FORM 990. THESE AMOUNTS HAVE BEEN ACCRUED OVER THE SPAN OF THE INDIVIDUAL'S CAREER AT MAYO. GEORGE BARTLEY, M.D. - $1,198,692 JAMES BOLLING, M.D. - $990,923 ROBERT BRIGHAM - $341,469 STEVEN BUSKIRK, M.D. - $967,137 KENNETH DEVAULT, M.D. - $249,049 THOMAS GONWA, M.D. - $55,060 MARY HOFFMAN - $119,315 STEVEN JORGENSEN - $199 STEPHEN LANGE, M.D. - $711,541 JACK LEVENTHAL, M.D. - $435,445 MARY O'CONNOR, M.D. - $828,849 CLIFFORD ROMME - $20,791 WILLIAM RUPP, M.D. - $111,567 C.D. SMITH, M.D. - $122,953 NICHOLAS TALLEY, M.D. - $67,767 ROBERT WALTERS - $561,858 HUGH WILLIAMS, M.D. - $1,815,106 Supplemental Information Part III COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. Supplemental Information Part III Part I, Line 3: THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE CORE 990 PART VI SECTION B LINE 15 FOR FURTHER INFORMATION REGARDING THE PROCESS UTILIZED. JACKSONVILLE ECONOMIC DEVELOPMENT COMMISSION 596000344 46936FAK4 2006-05-11 127465000 HOSPITAL CONSTRUCTION & EQUIPMENT 0 0 0 130491058 6330449 664147 123496462 2007 0 0 1 1 0 0 1 1 0 0.00020 0.00030 0.00050 1 0 0 0 0 0 0 FOR BOND ISSUE (A) - THE DIFFERENCE BETWEEN ISSUE PRICE IN PART I AND TOTAL PROCEEDS OF ISSUE IN PART II IS INVESTMENT EARNINGS. Form 990, Part VI, Section A, line 2 DUE TO OVERLAP OF BOARD MEMBERSHIP AND EMPLOYMENT BY RELATED EXEMPT ENTITIES, THE FOLLOWING INDIVIDUALS: ROBERT BRIGHAM MARY HOFFMAN JACK LEVENTHAL, M.D. WILLIAM RUPP, M.D. HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL: TALLEY NICHOLAS, M.D. DUE TO OVERLAP OF BOARD MEMBERSHIP AND EMPLOYMENT BY RELATED EXEMPT ENTITIES, THE FOLLOWING INDIVIDUALS: GEORGE BARTLEY, M.D. JAMES BOLLING, M.D. ROBERT BRIGHAM STEVEN BUSKIRK, M.D. THOMAS GONWA, M.D DEBRA HERNKE MARY HOFFMAN NANCY JENSEN STEVEN JORGENSEN STEPHEN LANGE, M.D. JACK LEVENTHAL, M.D. HILARY MATHEWS MARY O'CONNOR,M.D. CLIFFORD ROMME WILLIAM RUPP, M.D. C.D. SMITH, M.D. NICHOLAS TALLEY, M.D. ROBERT WALTERS HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL: ROBERT BRIGHAM STEVEN BUSKIRK, M.D. KENNETH DEVAULT, M.D. THOMAS GONWA, M.D DEBRA HERNKE MARY HOFFMAN STEVEN JORGENSEN STEPHEN LANGE, M.D. JACK LEVENTHAL, M.D. HILARY MATHEWS MARY O'CONNOR,M.D. CLIFFORD ROMME WILLIAM RUPP, M.D. C.D. SMITH, M.D. NICHOLAS TALLEY, M.D. DUE TO OVERLAP OF BOARD MEMBERSHIP AND EMPLOYMENT BY RELATED EXEMPT ENTITIES, THE FOLLOWING INDIVIDUALS: ROBERT BRIGHAM MARY HOFFMAN MARY O'CONNOR, M.D. ROBERT WALTERS HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL: NANCY JENSEN ROBERT BRIGHAM, WILLIAM RUPP, M.D. AND MARY HOFFMAN ALSO SERVE ON THE BOARD OF PHYSICIAN AND HOSPITAL PRACTICES, INC. - A RELATED TAXABLE ENTITY. Form 990, Part VI, Section A, line 3 MAYO CLINIC FLORIDA IS AFFILIATED WITH MAYO CLINC. MAYO CLINIC AFFILIATED ENTITIES ROUTINELY DELEGATE VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO RELATED ENTITIES. Form 990, Part VI, Section A, line 6 THE SOLE MEMBER IS MAYO CLINIC JACKSONVILLE. Form 990, Part VI, Section A, line 7a THE ELECTION OF THE MEMBERS OF THE GOVERNING BODY IS SUBJECT TO THE APPROVAL OF THE MAYO CLINIC JACKSONVILLE EXECUTIVE BOARD. Form 990, Part VI, Section A, line 7b THE ARTICLES PROVIDE THE SOLE CORPORATE MEMBER POWER IN AREAS SUCH AS COMPENSATION, CAPITAL, BUDGET, DEBT, AND APPROVAL OF AMENDMENTS TO THE ARTICLES AND BYLAWS. Form 990, Part VI, Section B, line 11 THE FORM 990 FOR MAYO CLINIC JACKSONVILLE 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 15: THE FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. MAYO CLINIC AND ITS AFFILIATES HAVE A COORDINATED PROCESS FOR REVIEWING AND APPROVING COMPENSATION AND BENEFITS FOR PHYSICIANS AND ADMINISTRATIVE LEADERSHIP. IN ADDITION TO ANY REVIEW AND APPROVAL THAT MAY TAKE PLACE AT THE LOCAL ENTITY LEVEL, THE FOLLOWING INDEPENDENT APPROVAL PROCESS OCCURS ANNUALLY. THE SALARY OF THE CEO, CAO, CFO AND THE VICE CHAIR WERE REVIEWED PURSUANT TO THE PROCESS DESCRIBED BELOW. THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE INITIALLY REVIEWS THE COMPENSATION OF PHYSICIANS AND ADMINISTRATIVE LEADERSHIP FOR THE ARIZONA, FLORIDA, AND ROCHESTER, MINNESOTA CAMPUSES. THE COMMITTEE IS COMPRISED OF MAYO EMPLOYEES, BUT IS INDEPENDENT FOR INTERNAL REVENUE CODE 4958 FOR THE INDIVIDUALS WHOSE SALARY IS REVIEWED (WITH RECUSAL WHERE APPROPRIATE). FOR THOSE INDIVIDUALS FOR WHICH THIS COMMITTEE CAN NOT SERVE AS THE INDEPENDENT REVIEW, THEIR COMPENSATION AND BENEFITS ARE REVIEWED BY THE GOVERNANCE COMMITTEE (DESCRIBED BELOW). THE SALARY AND BENEFITS COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. THE MAYO CLINIC COMMITTEE ON OFFICER SUCCESSION, COMPENSATION, AND GOVERNANCE (GOVERNANCE COMMITTEE) IS COMPRISED OF 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. 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 Organizations: GEORGE BARTLEY, M.D. - 40 HOURS ROBERT BRIGHAM - 40 HOURS STEVEN BUSKIRK, M.D. - 40 HOURS KENNETH DEVAULT, M.D. - 40 HOURS THOMAS GONWA, M.D. - 40 HOURS DEBRA HERNKE - 40 HOURS MARY HOFFMAN - 40 HOURS NANCY JENSEN - 40 HOURS STEVEN JORGENSEN - 40 HOURS STEPHEN LANGE - 40 HOURS JACK LEVENTHAL, M.D. - 40 HOURS HILARY MATHEWS - 40 HOURS MARY O'CONNOR - 40 HOURS CLIFFORD ROMME - 40 HOURS WILLIAM RUPP, M.D. - 40 HOURS C.D. SMITH, M.D. - 40 HOURS NICHOLAS TALLEY, M.D. - 40 HOURS ROBERT WALTERS - 40 HOURS HUGH WILLIAMS, M.D. - 40 HOURS JAMES BOLLING, M.D. - 40 HOURS Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 7,218. CAPTIAL TRANSFER TO MAYO CLINIC JACKSONVILLE -45,000,000. Total to Form 990, Part XI, Line 5: -44,992,782. Form 990, Part XII, Line 2c: 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 MAYO KLINIK STIFTUNG 60486 FRANKFURT AM MAIN FRANKFURT 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 0 1 1 0 0 0 1 0 0 0 0 1 0 1 1 1 1 1 MAYO CLINIC B 997638 GAAP MAYO CLINIC O 6862 GAAP MAYO CLINIC JACKSONVILLE Q 45000000 GAAP MAYO CLINIC JACKSONVILLE L 515230 GAAP MAYO CLINIC JACKSONVILLE O 54718612 GAAP MAYO COLLABORATIVE SERVICES INC L 1002308 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH G 98870106 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH N 60793538 GAAP MAYO CLINIC C 5442 GAAP MAYO CLINIC R 4215 GAAP MAYO CLINIC JACKSONVILLE R 18433556 GAAP MAYO CLINIC JACKSONVILLE C 16445116 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH R 4431827 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH P 177244 GAAP