2018-11-15T10:38:01-06:00 2017-12-31 990 2017-01-01 416011702 MAYO CLINIC MAYO 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 DENNIS E DAHLEN CFO 5075381297 2018-11-15 129.176.151.11 2018-11-15 10:37:47 CS P 657AF87FEB8DA7E6394434F2E6238516A12C0B7A 093EB2C951FA493F7CFA334D28EB1DED081ACC1F 2017 2019-02-21 02:37:17Z JOHN H NOSEWORTHY MD 200 FIRST STREET SW ROCHESTER MN 55905 8539574193 0 5983 X WWW.MAYOCLINIC.ORG X 1919 MN EDUCATION, RESEARCH AND PATIENT CARE 32 18 23901 839 631035171 63998037 1180799873 1722852961 3695379697 3965257114 219657027 394860611 56297786 59260630 5152134383 6142231316 175926324 696637480 0 0 2413470974 2605554531 711402 700510 38360869 2304604395 2526753240 4894713095 5829645761 257421288 312585555 10567276989 11310805903 8574507726 9203875285 1992769263 2106930618 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 234829355 12755105 56964996 EDUCATION (SEE SCHEDULE O FOR DESCRIPTION) 3590713707 3064656327 PATIENT CARE (SEE SCHEDULE O FOR DESCRIPTION) 603216134 42190133 6237565 RESEARCH (SEE SCHEDULE O FOR DESCRIPTION) 641692242 641692242 881577592 COMMUNITY CONTRIBUTIONS:COMMUNITY GIVING AND INVOLVEMENT IS A VALUE-DRIVEN PRIORITY AT MAYO CLINIC. QUALITY PATIENT CARE, RESEARCH AND EDUCATION ARE BEST ADVANCED WITHIN A VIBRANT LOCAL COMMUNITY, WITH STRONG SOCIETAL FOUNDATIONS, SUCH AS EDUCATION, HEALTH, INCLUSIVITY, A DIVERSE ECONOMY, SUPPORTIVE SOCIAL SERVICES, AND AMENITIES THAT MAKE ROCHESTER A DESIRABLE PLACE TO LIVE AND SUPPORT SOCIAL DETERMINANTS OF HEALTH. A THRIVING COMMUNITY RELIES ON A VARIETY OF ORGANIZATIONS TO PROVIDE VITAL SERVICES AND PROGRAMS TO MEET COMMUNITY NEEDS. LIKE MOST CITIES, ROCHESTER FACES FUNDAMENTAL SOCIO-ECONOMIC CHALLENGES SUCH AS HUNGER, POVERTY, UNEQUAL ACCESS TO HEALTH CARE AND HEALTH DISPARITIES. ROCHESTER IS ALSO AN INCREASINGLY DIVERSE COMMUNITY, WITH NEWCOMERS WHO NEED HELP IN ASSIMILATING TO THEIR NEW ENVIRONMENT. MAYO CLINIC'S COMMUNITY ENGAGEMENT DIVISION WORKS TO BUILD COLLABORATIVE PARTNERSHIPS WITH LOCAL GOVERNMENTAL AGENCIES, COMMUNITY GROUPS, AND ORGANIZATIONS TO BUILD ADDITIONAL CAPACITY AND ENSURE SUSTAINABILITY TO MEET THESE EVER INCREASING NEEDS. MAYO CLINIC MAKES FINANCIAL AND IN-KIND CONTRIBUTIONS TO COMMUNITY ORGANIZATIONS BASED ON IDENTIFIED COMMUNITY HEALTH NEEDS AND FOR A VARIETY OF INITIATIVES SUCH AS HEALTH AND WELLNESS, HUMAN SERVICES, CAPACITY BUILDING, DIVERSITY AND INCLUSION, HOUSING, EDUCATION-WORKFORCE DEVELOPMENT, YOUTH ENRICHMENT (ESPECIALLY AT-RISK YOUTH) AND THE ARTS AND CULTURE. MAYO CLINIC STRIVES TO MAINTAIN A CONTRIBUTIONS PROGRAM THAT IS FISCALLY RESPONSIBLE AND SOCIALLY ACCOUNTABLE THROUGH CONTINUOUS EVALUATION, AND ALIGNED WITH ITS MISSION AS A NON-PROFIT ORGANIZATION. IN 2017, MAYO CLINIC'S COMMUNITY CONTRIBUTIONS PROGRAM PROVIDED MORE THAN $3 MILLION TO MORE THAN 80 NON-PROFIT ORGANIZATIONS. HIGHLIGHTS OF COMMUNITY GIVING INCLUDE: *FINANCIAL AND IN-KIND SUPPORT TO THE SALVATION ARMY GOOD SAMARITAN MEDICAL AND DENTAL CLINICS, THE ZUMBRO VALLEY MENTAL HEALTH CENTER AND SEVERAL LOCAL COMMUNITY DENTAL CLINICS TO SERVE LOCAL CITIZENS AND FAMILIES WHO CANNOT OTHERWISE AFFORD CARE AND INCREASE COMMUNITY HEALTH CARE ACCESS POINTS FOR ALL RESIDENTS.*CAPITAL SUPPORT TO COMMUNITY DENTAL SERVICES AND THE EMPOWERMENT CENTER TO EXPAND PROGRAM CAPACITY AND LONG-TERM SUSTAINABILITY TO ASSIST COMMUNITY MEMBERS IN FINANCIAL NEED TO ACCESS CRITICAL RESOURCES, SUPPORT FOR EARLY CHILDHOOD-12 EDUCATION, YOUTH ENRICHMENT AND WORKFORCE DEVELOPMENT PROGRAMMING TO SUPPORT LIFELONG LEARNING AND ECONOMIC STABILITY.*MAYO CLINIC SUPPORTS HOSPITALITY HOUSES IN THE COMMUNITY SUCH AS THE RONALD MCDONALD HOUSE, THE HOPE LODGE, AND THE GIFT OF LIFE TRANSPLANT HOUSE. THESE FACILITIES PROVIDE MORE THAN 5,500 PATIENTS AND THEIR FAMILIES WITH SERIOUS AND COMPLICATED ILLNESSES WITH AN AFFORDABLE, WELCOMING RESIDENCE DURING THEIR LENGTHY VISITS TO ROCHESTER FOR EXTENDED CARE.*MAYO CLINIC PARTICIPATES IN THE COALITION FOR COMMUNITY HEALTH ACCESS INTEGRATION (CCHI), WHICH IS A PARTNERSHIP OF LOCAL AND REGIONAL COMMUNITY HEALTH CARE AND HUMAN SERVICES ORGANIZATIONS. CCHI'S MISSION IS TO CREATE OPPORTUNITIES TO COORDINATE AND INTEGRATE EFFICIENT AND EFFECTIVE SERVICES ACROSS ORGANIZATIONS TO IMPROVE THE HEALTH AND WELL-BEING OF THE OLMSTED COUNTY COMMUNITY.*MAYO CLINIC PARTNERS WITH THE OLMSTED COUNTY HEALTH DEPARTMENT, OLMSTED COUNTY MEDICAL CENTER AND OTHER AREA HEALTH PROVIDERS TO PREPARE FOR AND COORDINATE RESPONSES TO HEALTH RELATED EMERGENCIES SUCH AS EPIDEMICS AND NATURAL DISASTERS WITH THE THREAT OF MASS INJURIES/MORTALITIES.HEALTH INFORMATION:MAYO CLINIC PUBLISHES A VARIETY OF HEALTH INFORMATION RESOURCES TO MAKE THE RESULTS OF ITS RESEARCH AND EDUCATION PROGRAMS AVAILABLE TO THE MEDICAL COMMUNITY AND TO THE GENERAL PUBLIC. MAYO CLINIC PUBLISHES MAYO CLINIC PROCEEDINGS (A MONTHLY JOURNAL FOR PHYSICIANS AND OTHER MEDICAL PERSONNEL), MAYO CLINIC HEALTH LETTER (A MONTHLY NEWSLETTER PROVIDING HEALTH INFORMATION FOR CONSUMERS), SPECIALTY SERVICES AND PRACTICE NEWSLETTERS AND NUMEROUS HEALTH-RELATED BOOKS FOR HEALTHCARE PROFESSIONALS AND CONSUMERS. FROM AN ONLINE PERSPECTIVE, MAYO CLINIC HOSTS BLOGS, PODCASTS AND A VARIETY OF ONLINE HEALTH INFORMATION FOR CONSUMERS, PATIENTS, HEALTH CARE PROFESSIONALS, PHYSICIANS AND OTHER SPECIALIZED GROUPS. 641692242 641692242 881577592 5070451438 1 1 0 1 0 1 0 1 0 1 1 1 0 1 1 1 0 1 1 1 1 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 0 0 1 X 1037 0 1 23901 1 1 1 1 GM CJ EI MX 0 0 0 0 1 13 0 0 0 0 0 X 32 18 1 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 1 1 1 AL AK AR CA CO CT FL GA HI IL IN KS KY MD MA MI MN MS NH NJ NY NC NM OK OR PA RI TN UT VA WV WI SC X CORPORATE TAX 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 ALVARADO LINDA G TRUSTEE 5.00 0.00 X 9095 0 0 ANDERSON BRADBURY BRAD H TRUSTEE 5.00 0.00 X 0 0 0 BERRY MD DANIEL J TRUSTEE 40.00 0.00 X 792979 0 80034 BOLTON JEFFREY W TRUSTEE/VICE PRESIDENT/CAO 40.00 0.00 X X 0 1339768 79202 BURNS URSULA M TRUSTEE 5.00 0.00 X 67620 0 0 BUSKIRK MD STEVEN J TRUSTEE 1.00 40.00 X 0 681368 33410 CODINA ARMANDO TRUSTEE 5.00 0.00 X 3666 0 0 COLEMAN MARY SUE TRUSTEE 5.00 0.00 X 3257 0 0 DAVIS RICHARD K TRUSTEE 5.00 0.00 X 66399 0 0 DECKER MD WYATT W TRUSTEE/VICE PRESIDENT 1.00 40.00 X X 0 1711996 77031 DI PIAZZA JR SAMUEL A TRUSTEE/CHAIR 5.00 0.00 X X 6795 0 0 DOUGHERTY MICHAEL E TRUSTEE 5.00 0.00 X 10141 0 0 FARRUGIA MD GIANRICO TRUSTEE/VICE PRESIDENT 1.00 40.00 X X 0 1292395 73174 GEORGE WILLIAM W TRUSTEE 5.00 0.00 X 0 0 0 GOSTOUT MD BOBBIE S TRUSTEE/VICE PRESIDENT 40.00 0.00 X X 1120319 0 93267 GREENE MD EDDIE L TRUSTEE 40.00 0.00 X 364721 0 75337 HALVORSON GEORGE C TRUSTEE 5.00 0.00 X 0 0 0 HARPER JR MD CHARLES M TRUSTEE 40.00 0.00 X 1349519 0 32450 HERBERGER PHD ROY A TRUSTEE 5.00 0.00 X 1165 0 0 KRAHN MD LOIS E TRUSTEE 1.00 40.00 X 0 440822 74655 MENKOSKY PAULA E TRUSTEE/ASSISTANT SECY 1.00 40.00 X X 0 591475 75281 MILLINER MD DAWN S TRUSTEE 40.00 0.00 X 147919 0 3556 MULALLY ALAN R TRUSTEE 5.00 0.00 X 47779 0 0 NELSON MD HEIDI TRUSTEE 40.00 0.00 X 717561 0 85409 NOSEWORTHY MD JOHN H TRUSTEE/CEO/PRESIDENT 40.00 0.00 X X 0 3125886 34878 PETERS AULANA L TRUSTEE 5.00 0.00 X 1117 0 0 POWELL MICHAEL K TRUSTEE 5.00 0.00 X 10002 0 0 ROBERTS CORINNE TRUSTEE 5.00 0.00 X 1838 0 0 ROGER MD VERONIQUE L TRUSTEE 40.00 0.00 X 664979 0 66207 SALAZAR KENNETH L TRUSTEE 5.00 0.00 X 0 0 0 SCHMIDT ERIC E TRUSTEE 5.00 0.00 X 0 0 0 STEER MD RANDOLPH C TRUSTEE 5.00 0.00 X 5083 0 0 SWEENEY ANNE M TRUSTEE 5.00 0.00 X 0 0 0 TAYLOR DIANA L TRUSTEE 5.00 0.00 X 0 0 0 TOMM CHARLES B TRUSTEE 5.00 0.00 X 0 0 0 WILLIAMSON MARY J TRUSTEE 40.00 0.00 X 602875 0 65261 ADKINS JR KEDRICK D CFO 1.00 40.00 X 0 941124 85468 BROWN WILLIAM A ASSISTANT TREASURER 1.00 40.00 X 0 234272 30905 DAHLEN DENNIS E CFO 1.00 40.00 X 0 176244 4388 FRANCIS JAMES R ASSISTANT TREASURER 1.00 40.00 X 0 406300 83997 FROISLAND JEFFREY R ASSISTANT TREASURER 1.00 40.00 X 0 313719 56272 GORMAN PAUL A ASSISTANT TREASURER 40.00 0.00 X 987581 0 374357 HAEFLINGER RICKY J ASSISTANT TREASURER 40.00 0.00 X 568199 0 246777 HOFFMAN III HARRY N TREASURER 40.00 0.00 X 1244767 0 465535 HUBERT SHERRY L ASSISTANT SECRETARY 1.00 40.00 X 0 294695 74317 LOCKETT KEVIN M ASSISTANT TREASURER 1.00 40.00 X 0 260407 64985 MURPHY JOSHUA B SECRETARY/CLO 1.00 40.00 X 0 723105 71995 NORBY MARK L ASSISTANT TREASURER 1.00 40.00 X 0 261119 41086 UHLENKAMP SUSAN M ASSISTANT TREASURER 1.00 40.00 X 0 310415 62339 WEBER JOAN A ASSISTANT TREASURER 1.00 40.00 X 0 363932 61015 ZORN CHRISTINA K ASSISTANT SECRETARY 1.00 40.00 X 0 559786 63045 AGERTER MD DAVID C PHYSICIAN 40.00 0.00 X 625543 0 30698 CAMILLERI MD MICHAEL PHYSICIAN 40.00 0.00 X 767498 0 35888 DIASIO MD ROBERT B PHYSICIAN 40.00 0.00 X 840790 0 28249 FRANK MD IGOR PHYSICIAN 40.00 0.00 X 550625 0 65856 GERTZ MD MORIE A PHYSICIAN 40.00 0.00 X 649895 0 30720 GORES MD GREGORY J PHYSICIAN 40.00 0.00 X 884399 0 33910 HADAWAY CHERYL J CHAIR - DEVELOPMENT 40.00 0.00 X 498263 0 29747 HAYES MD DAVID L PHYSICIAN 40.00 0.00 X 719582 0 37441 HORLOCKER MD TERESE T PHYSICIAN 40.00 0.00 X 536862 0 76007 KHAN MD AMIR R PHYSICIAN 40.00 0.00 X 538495 0 68438 KOCH MARK B CAO MAYO CLINIC HEALTH SYSTEM 40.00 0.00 X 592876 0 21799 MORICE MD WILLIAM G PHYSICIAN 40.00 0.00 X 571021 0 71982 NARR MD BRADLY J PHYSICIAN 40.00 0.00 X 580660 0 33165 OKUNO MD SCOTT H PHYSICIAN 40.00 0.00 X 507556 0 76427 THIELEN MD KENT R PHYSICIAN 40.00 0.00 X 822241 0 77203 WALD MD JOHN T PHYSICIAN 40.00 0.00 X 706845 0 79999 WILLIAMS MD AMY W PHYSICIAN 40.00 0.00 X 536765 0 60042 BYDON MD MOHAMAD PHYSICIAN 40.00 0.00 X 1162505 0 57795 KRAUSS MD WILLIAM E PHYSICIAN 40.00 0.00 X 1267666 0 75720 LANZINO MD GIUSEPPE PHYSICIAN 40.00 0.00 X 1208981 0 78127 MARSH MD W RICHARD PHYSICIAN 40.00 0.00 X 1252951 0 32098 SPINNER MD ROBERT J PHYSICIAN 40.00 0.00 X 1145036 0 60887 SANDEEN DARRELL L FORMER OFFICER 0.00 40.00 X 0 350677 64487 BLACK MD JOHN L FORMER KEY EMPLOYEE 40.00 0.00 X 443626 0 28991 FOOTE MD ROBERT L FORMER KEY EMPLOYEE 40.00 0.00 X 687139 0 74892 HEBL MD JAMES R FORMER KEY EMPLOYEE 40.00 0.00 X 595691 0 64609 KING MD BERNARD F FORMER KEY EMPLOYEE 40.00 0.00 X 774354 0 86302 LARUSSO MD NICHOLAS F FORMER KEY EMPLOYEE 40.00 0.00 X 842937 0 33768 MEYER MD FREDRIC B FORMER KEY EMPLOYEE 0.00 40.00 X 0 1199420 87902 NESSE MD ROBERT E FORMER KEY EMPLOYEE 0.00 40.00 X 0 1016284 32849 NICHOLS III MD FRANCIS C FORMER KEY EMPLOYEE 40.00 0.00 X 620898 0 82762 PAIGE SR KEVIN A FORMER KEY EMPLOYEE 40.00 0.00 X 474853 0 83001 RIZZA MD ROBERT A FORMER KEY EMPLOYEE 40.00 0.00 X 365818 0 32451 ROCK MD MICHAEL G FORMER KEY EMPLOYEE 40.00 0.00 X 649590 0 27977 SANTRACH MD PAULA J FORMER KEY EMPLOYEE 40.00 0.00 X 462983 0 74842 SWENSEN MD STEPHEN J FORMER KEY EMPLOYEE 40.00 0.00 X 369918 0 40525 WARNER MD MARK A FORMER KEY EMPLOYEE 40.00 0.00 X 556285 0 29795 WHITED MD BRIAN L FORMER KEY EMPLOYEE 40.00 0.00 X 533944 0 90221 33140467 16595209 4833205 4514 1 1 0 MAYO FOUNDATION FOR MEDICAL EDUCATION & 200 FIRST STREET SW ROCHESTER MN 55905 PROCUREMENT & MED SUPPORT SERVICES 499478858 GOLD CROSS AMBULANCE SERVICE 200 FIRST STREET SW ROCHESTER MN 55905 MEDICAL SUPPORT SERVICES 6949714 MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 MEDICAL SUPPORT SERVICES 6022958 MAYO CLINIC ARIZONA 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 MEDICAL SUPPORT SERVICES 2728600 MAYO CLINIC HOSPITAL - ROCHESTER 200 FIRST STREET SW ROCHESTER MN 55905 MEDICAL SUPPORT SERVICES 2323042 5 22957 949477411 252603116 520749477 33801439 1722852961 NET PATIENT CARE 621110 3010543807 2369900360 640643447 SHARED SERVICES 561000 881577592 874779047 6798545 EDUCATION 611600 56964996 56964996 MEDICAL PRODUCT SALES 446199 9933154 9933154 RESEARCH 541700 6237565 3428423 2809142 3965257114 83496845 -18559876 102056721 27832366 27832366 2085145 73500 1767613 0 317532 73500 391032 73500 317532 2668258102 38680928 2336534817 59040447 331723285 -20359519 311363766 311363766 MISC CONSULTING 541610 12534387 4902254 6063431 1568702 CAFETERIA/VENDING 722310 8444358 8444358 PARKING 812930 4697015 4697015 5361472 3000388 5527 2355557 31037232 6142231316 3359185346 631035171 429157838 X 681186250 681186250 12912878 12912878 2538352 2538352 22171053 14267276 6896690 1007087 25875168 18250594 7620019 4555 1951527946 1881886954 52443096 17197896 191493638 184660117 5145978 1687543 291180277 280789402 7824841 2566034 123306449 118906213 3313594 1086642 2528188 897019 1551453 79716 22486 22453 33 785237 785237 700510 700510 3930559 3930559 1318459298 864184803 445987964 8286531 15413681 6214045 9179468 20168 195664589 187197277 5922308 2545004 140641999 39626647 100688439 326913 4003524 3984231 3704 15589 85333123 31763033 52291461 1278629 60571856 57687467 1472899 1411490 6379375 6320848 41414 17113 89051404 81797823 7253581 157822564 155101191 2635758 85615 10826486 10826436 50 MEDICAL SUPPLIES 284391259 284391259 MN CARE TAX 52593763 52593763 UBIT 37363233 37363233 BAD DEBT EXPENSE 30560498 28620586 1939912 30410118 25676051 4690233 43834 5829645761 5070451438 720833454 38360869 2724583 3486331 93250 1752422 288976839 281238827 442190332 493105847 209066321 103383218 6676551 8021654 13932243 18871844 3324338172 1914565234 1294363795 1409772938 267763924 326814189 6587290056 7519473738 1245417 1245417 1452953678 1143639478 10567276989 11310805903 2440043092 2781564496 32633815 45348962 1497739644 1493476117 1188545165 1164228880 3415546010 3719256830 8574507726 9203875285 X -172760245 -344283719 1146255307 1332585206 1019274201 1118629131 1992769263 2106930618 10567276989 11310805903 X 312585555 416596700 -615020900 X 0 1 X 1 1 1 X 897920716 719080681 1010332924 1180799873 1722852961 5530987155 2711840403 2418987212 2890288119 3122923742 3359185346 14503224822 4635480 4570629 4433234 4664443 4697015 23000801 3614396599 3142638522 3905054277 4308388058 5086735322 20057212778 0 0 0 20057212778 256627476 83892931 67235999 73514343 104141866 585412615 46078015 62443018 34562859 42801655 63998037 249883584 302705491 146335949 101798858 116315998 168139903 835296199 483465 570564 1382377 8627843 10722804 21787053 3917585555 3289545035 4008235512 4433331899 5265598029 20914296030 0.95900 0.95270 0.03990 0.04670 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2013 AMOUNT: $ 483,465. 2014 AMOUNT: $ 570,564. 2015 AMOUNT: $ 1,382,377. 2016 AMOUNT: $ 8,627,843. 2017 AMOUNT: $ 10,722,804. SCHEDULE A PART I LINE 2: WHILE THE IRS DETERMINED THAT MAYO CLINIC QUALIFIES UNDER LINE 10, AN ORGANIZATION THAT NORMALLY RECEIVES: (1) MORE THAN 33 1/3% OF ITS SUPPORT FROM CONTRIBUTIONS, MEMBERSHIP FEES, AND GROSS RECEIPTS FROM ACTIVITIES RELATED TO ITS EXEMPT FUNCTIONS, AND (2) NO MORE THAN 33 1/3% OF ITS SUPPORT FROM GROSS INVESTMENT INCOME AND UNRELATED BUSINESS TAXABLE INCOME, WE BELIEVE THAT IT ALSO QUALIFIES UNDER THE CLASSIFICATION OF LINE 2 - A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II), LINE 3 - A HOSPITAL OR A COOPERATIVE HOSPITAL SERVICE ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III), AND LINE 7, AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(A)(VI). 0 1 0 1 1 0 1 1 1 784493 784493 0 PART II-B, LINE 1: DURING 2017, MAYO CLINIC (MAYO) OFFICIALS HAD MEETINGS AND CONTACTS WITH FEDERAL AND STATE GOVERNMENT OFFICIALS, INCLUDING MEMBERS OF CONGRESS, STATE LEGISLATURES, AND RESPECTIVE EXECUTIVE BRANCH OFFICIALS TO DISCUSS VARIOUS HEALTH CARE REFORM PROPOSALS AND PROPOSED LEGISLATION. THESE DISCUSSIONS AND MEETINGS WERE HELD IN ROCHESTER, MN AS WELL AS WASHINGTON, D.C., ST. PAUL, MN AND OTHER MAYO CLINIC SITE LOCATIONS. IN ADDITION, MAYO SENT CORRESPONDENCE TO MEMBERS, STAFF AND OTHER GOVERNMENT OFFICIALS OUTLINING MAYO'S POSITIONS AND RECOMMENDATIONS ON LEGISLATION AND PROPOSED REGULATIONS. MAYO PROVIDES INFORMATION OR EXPRESSES ITS CONCERN TO LEGISLATIVE BODIES AND GOVERNMENT OFFICIALS ON MATTERS DIRECTLY RELATED TO HEALTH, THE DELIVERY OF HEALTH CARE AND MEDICAL EDUCATION AND/OR RESEARCH. IN 2017, MAYO REPRESENTATIVES HAD SEVERAL MEETINGS WITH MEMBERS OF THE LEGISLATIVE AND EXECUTIVE BRANCHES OF GOVERNMENT TO DISCUSS ISSUES RELATING TO PATIENT CARE, EDUCATION AND RESEARCH. IN ADDITION TO CORRESPONDENCE, MAYO EXPRESSES ITS PERSPECTIVE ON POLICY ISSUES VIA EDITORIALS AND IN RESPONSES TO MEDIA INQUIRIES. ON OCCASION, MAYO'S POLICY PERSPECTIVE MAY BE INCLUDED IN THE SPEECH CONTENT OF MAYO LEADERS. THE MAJORITY OF EXPENSES RELATED TO LOBBYING ARE INCURRED BY MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER), AN AFFILIATED SUPPORT ORGANIZATION OF MAYO CLINIC. IN 2017, THE EXPENSES ASSOCIATED WITH THE ABOVE LOBBYING ACTIVITIES THAT ARE REPORTED ON MAYO CLINIC GROUP 2017 FEDERAL FORM 990 (OF WHICH MFMER IS A SUBORDINATE) TOTALED $1,172,754. SCHEDULE C PART II-B LINE 1I THE AMOUNT IN OTHER ACTIVITIES REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING. 2 1022395 0 1055526 1 1 X 0 3166765991 207453772 430687700 155865847 3649041616 2949847568 97648438 167579144 48309159 3166765991 2925727513 116977304 33069061 125926310 2949847568 2451147929 103503897 371075687 2925727513 2035343891 139591588 315961191 39748741 2451147929 0.48000 0.32000 0.20000 0 0 85763811 85763811 1643376974 934228073 709148901 48054464 27555660 20498804 1468986347 952781501 516204846 78156576 78156576 1409772938 MAYO POOLED INVESTMENTS 7504191163 F BOND-RELATED TRUSTEE HELD INVEST 899 F TECH BASED VENTURES 15281676 C 7519473738 DUE FROM AFFILIATES 377786250 INVESTMENTS IN SUBSIDIARIES 558459980 CONTRIBUTED ASSETS PENDING DISPOSAL 92060319 ART 3167394 TRUSTS 77835580 DEFERRED INCOME TAX ASSET 34329955 1143639478 DUE TO AFFILIATES 3392442641 DEFERRED COMPENSATION LIABILITY 326814189 3719256830 X PART III, LINE 1A: MAYO 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 MAYO'S PATIENTS. IT IS MAYO'S POLICY TO NEITHER CAPITALIZE CONTRIBUTED WORKS OF ART, NOR RECORD THE RELATED CONTRIBUTION REVENUE. IN THE RARE OCCURRENCE THAT MAYO CLINIC COMMISSIONS ART; IT IS REFLECTED AS AN EXPENSE OR ON THE BALANCE SHEET. PART III, LINE 4: MAYO'S FOUNDERS RECOGNIZED THAT CARING FOR THE WHOLE PATIENT EXTENDS BEYOND TREATING PHYSICAL AILMENTS. SINCE ITS INCEPTION, MAYO HAS USED ART, ARCHITECTURE AND BEAUTY IN SURROUNDINGS TO ADDRESS THE "SPIRITUAL ASPECTS" OF MEDICAL CARE. BENEFACTOR GIFTS FROM PATIENTS, FRIENDS, EMPLOYEES OR ALUMNI HELP MAYO SUPPORT THE ACQUISITION OF ART USED TO HUMANIZE THE MEDICAL ENVIRONMENT AND COMPLEMENT THE BELIEF THAT RESTORING THE MIND AND SPIRIT IS AN IMPORTANT PART OF MAKING THE BODY WELL. WORKS OF ART DISPLAYED ACROSS THE MAYO CAMPUS PROVIDE BEAUTY, PRESERVATION OF HERITAGE AND RESPECT FOR THE DIVERSITY OF PATIENTS, VISITORS AND STAFF. PART V, LINE 4: THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR RESEARCH AND EDUCATION PROGRAMS. PART X, LINE 2: PORTION OF INCOME TAX FOOTNOTE FROM MAYO CLINIC CONSOLIDATED AUDITED FINANCIALS STATEMENTS: MOST OF THE INCOME RECEIVED BY THE CLINIC AND ITS SUBSIDIARIES IS EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE CODE. SOME OF ITS SUBSIDIARIES ARE TAXABLE ENTITIES, AND SOME OF THE INCOME RECEIVED BY OTHERWISE EXEMPT ENTITIES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME (UBI). THE CLINIC AND ITS SUBSIDIARIES FILE INCOME TAX RETURNS IN THE U.S. FEDERAL, VARIOUS STATE, AND FOREIGN JURISDICTIONS. THE STATUTES OF LIMITATIONS FOR TAX YEARS 2014 THROUGH 2016 REMAIN OPEN IN THE MAJOR U.S. TAXING JURISDICTIONS IN WHICH THE CLINIC AND SUBSIDIARIES ARE SUBJECT TO TAXATION. THE INTERNAL REVENUE SERVICE (IRS) PERFORMED AN EXAMINATION OF THE TAX AND INFORMATION RETURNS OF THE CLINIC AND TWO SUBSIDIARIES FOR 2005 AND 2006. THE IRS HAS CONCLUDED A LIMITED-SCOPE AUDIT OF THE CLINIC FOR TAX YEAR 2011. AS OF DECEMBER 31, 2015, THE IRS PROPOSED AN $11 MILLION TAX AND INTEREST ASSESSMENT FOR 2005 THROUGH 2012 THAT THE CLINIC PAID. THE CLINIC HAS FILED A CLAIM FOR REFUND FOR THESE AMOUNTS, WHICH WAS REJECTED BY THE IRS. THE CLINIC IS LITIGATING THE DENIAL OF THE CLAIMS IN U.S. DISTRICT COURT. MANAGEMENT HAS TAKEN THIS INTO CONSIDERATION DURING ITS DETERMINATION OF UNRECOGNIZED TAX BENEFITS. THE CLINIC HAS RECORDED $3 MILLION TAX INCLUDING INTEREST AND PENALTIES, FOR UNCERTAIN TAX POSITIONS DURING THE YEAR ENDED DECEMBER 31, 2017. IT IS NOT ANTICIPATED THAT A SIGNIFICANT CHANGE IN THE RESERVE WILL OCCUR OVER THE NEXT 12 MONTHS. THE CLINIC'S PRACTICE IS TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE RACIALLY NONDISCRIMINATORY POLICY OF THE MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE, WHICH DRAWS STUDENTS FROM ACROSS THE UNITED STATES AND AROUND THE WORLD, IS MADE AVAILABLE IN ALL OF ITS PUBLISHED DOCUMENTS AND WEBSITE TO ANY INTERESTED APPLICANTS. SCHEDULE E, PART I, LINE 6 MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE/MAYO CLINIC RECEIVES FUNDS FROM THE STATE OF MINNESOTA FOR MAYO MEDICAL SCHOOL STUDENTS WHO ARE RESIDENTS OF MINNESOTA. IN ADDITION, FEDERAL DIRECT STUDENT LOANS (SUBSIDIZED, UNSUBSIDIZED, PARENT PLUS AND GRADPLUS) ARE AVAILABLE FOR STUDENTS IN THE MAYO CLINIC SCHOOL OF MEDICINE, MAYO CLINIC GRADUATE SCHOOL OF BIOMEDICAL SCIENCES AND MAYO CLINIC SCHOOL OF HEALTH SCIENCES. FINALLY, QUALIFYING UNDERGRADUATE STUDENTS IN THE MAYO CLINIC SCHOOL OF HEALTH SCIENCES ARE ELIGIBLE FOR FUNDS FOR THE FEDERAL PELL GRANT PROGRAM. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 150 TRAVEL - INTERNATIONAL CONFERENCE 225061 EAST ASIA AND THE PACIFIC 0 825 TRAVEL - INTERNATIONAL CONFERENCE 1426129 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 2524 TRAVEL - INTERNATIONAL CONFERENCE 4691031 MIDDLE EAST AND NORTH AFRICA 0 223 TRAVEL - INTERNATIONAL CONFERENCE 369049 NORTH AMERICA 0 831 TRAVEL - INTERNATIONAL CONFERENCE 1216142 RUSSIA AND THE NEIGHBORING STATES 0 37 TRAVEL - INTERNATIONAL CONFERENCE 57534 SOUTH AMERICA 0 337 TRAVEL - INTERNATIONAL CONFERENCE 583905 SOUTH ASIA 0 184 TRAVEL - INTERNATIONAL CONFERENCE 199056 SUB-SAHARAN AFRICA 0 83 TRAVEL - INTERNATIONAL CONFERENCE 142280 MIDDLE EAST AND NORTH AFRICA 0 10 PROGRAM SERVICES PATIENT CARE 705047 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES PATIENT CARE 261115 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES MANAGEMENT CONSULTING 123469 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 6 PROGRAM SERVICES MANAGEMENT CONSULTING 54558 NORTH AMERICA 0 1 PROGRAM SERVICES MANAGEMENT CONSULTING 7500 NORTH AMERICA 0 63 PROGRAM SERVICES EDUCATION CONFERENCE - MAYO SPONSOR 214420 MIDDLE EAST AND NORTH AFRICA 0 14 PROGRAM SERVICES EDUCATION CONFERENCE - MAYO SPONSOR 87981 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS NORTH AMERICA 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS RUSSIA AND THE NEIGHBORING STATES 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS SOUTH AMERICA 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS SOUTH ASIA 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 FUNDRAISING 2127 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1220452995 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 1551313 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 520745409 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS 9245182 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS 773233439 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 261456 NORTH AMERICA 0 0 INVESTMENTS 95462541 RUSSIA AND THE NEIGHBORING STATES 0 0 INVESTMENTS 2230279 SOUTH AMERICA 0 0 INVESTMENTS 5623927 SOUTH ASIA 0 0 INVESTMENTS 122822587 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 26042726 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES PATIENT SERVICES 8134 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES PATIENT SERVICES 440356 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 1 PROGRAM SERVICES PATIENT SERVICES 705848 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES PATIENT SERVICES 377074 NORTH AMERICA 0 4 PROGRAM SERVICES PATIENT SERVICES 688472 SOUTH AMERICA 0 1 PROGRAM SERVICES PATIENT SERVICES 301968 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES PATIENT SERVICES 36 0 5111 0 190 0 5301 8767907 2781792239 2790560146 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 20425 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 15099 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 26465 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 61475 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 14700 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 250875 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 66500 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 159500 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 48840 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 10540 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 22528 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 60000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 46150 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 12030 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 17538 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 81682 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 51454 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 32224 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 25000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 25000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 150259 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 28137 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA RESEARCH SUBAWARD 8228 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 50085 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 7464 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 108604 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 7000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 20000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 15460 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 112400 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 505831 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 289452 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 42650 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 19470 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 NORTH AMERICA RESEARCH SUBAWARD 332454 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 SOUTH AMERICA RESEARCH SUBAWARD 17250 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 SOUTH ASIA RESEARCH SUBAWARD 56160 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 SUB-SAHARAN AFRICA RESEARCH SUBAWARD 7712 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 0 38 RESEARCH SUBAWARD EUROPE (INCLUDING ICELAND & GREENLAND) 1 12000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 MONIA EZZALFANI FMV RESEARCH SUBAWARD NORTH AMERICA 1 7500 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER 0 JOHN C S BREITNER MD FMV 1 1 1 1 1 1 PART I, LINE 2: FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE REGULARLY MONITORED BY THE FILING ORGANIZATION FOR COMPLIANCE WITH EITHER THE FEDERAL REGULATIONS AND/OR THE CONTRACT PROVISIONS. SEE ALSO SCHEDULE I, PART IV FOR ADDITIONAL INFORMATION ON MAYO CLINIC'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AS THE SAME PROCEDURES APPLY TO DOMESTIC AND FOREIGN GRANTS. GENERAL INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES IS REPORTED BASED ON WHERE PAYMENTS WERE REMITTED. OUR CURRENT REPORTING SYSTEM DOES NOT TRACK ACTIVITIES OUTSIDE THE UNITED STATES BY LOCATION OF SERVICE. PART I, LINE 3: ACCRUAL METHOD PART I, LINE 3: THE AMOUNTS REPORTED IN SCHEDULE R, PART IV, COLUMN H AND SCHEDULE F, PART I, COLUMN F FOR BAIN CAPITAL CREDIT CLO 2017-2, LTD. (F/K/A CAVALRY CLO III, LTD.) AND CAVALRY CLO IV, LTD. ARE BASED ON GROSS YEAR-END ASSETS, WHICH SIGNIFICANTLY OVERSTATES OUR SHARE OF THE VALUE OF THE OVERALL INVESTMENT. OUR SHARE OF THE VALUE OF THE ORGANIZATIONS IS $23,442,463 FOR BAIN CAPITAL CREDIT CLO 2017-2, LTD. (F/K/A CAVALRY CLO III, LTD.) AND $41,385,049 FOR CAVALRY CLO IV, LTD. X X X X X 1 GRAY PLANT MOOTY 500 IDS CENTER 80 SOUTH 8TH ST MINNEAPOLIS MN 55402 CONSULTS ON LEGAL ISSUES 0 0 19965 -19965 MAUREEN OTIS 4850 WRIGHT RD STE 168 STAFFORD TX 77477 CONSULTS ON LEGAL ISSUES 0 0 13164 -13164 CCAH (CHAPMAN CUBINE AND HUSSEY) 2000 15TH STREET NORTH SUITE 550 ARLINGTON VA 22201 CONSULTING 0 0 200437 -200437 TARGET MARKETEAM INC 600 NORTHPARK TOWN CTR1200 ABERNAT ATLANTA GA 30328 CONSULTING 0 0 379440 -379440 FOLEY AND LARDNER ONE INDEPENDENT DR SUITE 1300 JACKSONVILLE FL 32202 CONSULTS ON LEGAL ISSUES 0 0 41505 -41505 THE STELTER COMPANY 10435 NEW YORK AVE DES MOINES IA 50322 DIRECT MAIL SERVICES 0 0 45999 -45999 700510 -700510 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS MADE TO FUNDRAISERS WERE FOR SERVICES PROVIDED TO MAYO CLINIC IN RELATION TO FUNDRAISING CONDUCTED EXCLUSIVELY BY MAYO CLINIC. 1 MAYO CLINIC HEALTH SYSTEM--WASECA 501 NORTH STATE STREET WASECA MN 56093 363606405 501(C)(3) 47638 1815 COST AUCTION ITEMS SUPPORT CHARITABLE PROGRAMS UNITED WAY OF OLMSTED COUNTY INC 903 WEST CENTER STREET ROCHESTER MN 55902 410695594 501(C)(3) 515000 0 SUPPORT CHARITABLE PROGRAMS THE SALVATION ARMY NORTHERN DIVISION - SERVING MN & ND 2445 PRIOR AVE N ROSEVILLE MN 55113 410698597 501(C)(3) 134700 35364 COST MEDICAL SUPPLIES SUPPORT CHARITABLE PROGRAMS AMERICAN NATIONAL RED CROSS 2025 E STREET NW WASHINGTON DC 200065009 530196605 501(C)(3) 750000 0 SUPPORT CHARITABLE PROGRAMS UNITED WAY OF NORTHEAST FLORIDA INC 40 EAST ADAMS STREET SUITE 200 JACKSONVILLE FL 32202 590637825 501(C)(3) 250000 0 SUPPORT CHARITABLE PROGRAMS ALASKA NATIVE TRIBAL HEALTH CONSORTIUM 4000 AMBASSADOR DR ANCHORAGE AK 99508 920162721 501(C)(3) 115640 0 SUPPORT CHARITABLE PROGRAMS ALBANY MEDICAL COLLEGE 47 NEW SCOTLAND AVE ALBANY NY 12208 141338310 501(C)(3) 20704 0 SUPPORT CHARITABLE PROGRAMS ALBERT EINSTEIN COLLEGE OF MEDICINE INC 111 E 210TH ST BRONX NY 10467 472209056 501(C)(3) 28669 0 SUPPORT CHARITABLE PROGRAMS ALLINA HEALTH SYSTEM PO BOX 43 MINNEAPOLIS MN 55440 363261413 501(C)(3) 209709 0 SUPPORT CHARITABLE PROGRAMS AMERICAN COLLEGE OF SURGEONS 633 N SAINT CLAIR ST CHICAGO IL 606115005 362192800 501(C)(3) 215388 0 SUPPORT CHARITABLE PROGRAMS ANMED HEALTH 800 N FANT ST ANDERSON SC 29621 570359174 501(C)(3) 10500 0 SUPPORT CHARITABLE PROGRAMS ARIZONA STATE UNIVERSITY 411 N CENTRAL AVE PHOENIX AZ 85004 860196696 STATE OF AZ 381394 0 SUPPORT RESEARCH AND EDUCATIONAL PROGRAMS AURORA HEALTH CARE INC 960 N 12TH ST STE 4120 MILWAUKEE WI 53233 391442285 501(C)(3) 13744 0 SUPPORT CHARITABLE PROGRAMS BAYLOR COLLEGE OF MEDICINE PO BOX 4708 HOUSTON TX 772104708 741613878 501(C)(3) 9296 0 SUPPORT CHARITABLE PROGRAMS BAYLOR RESEARCH INSTITUTE INSTITUTE OF METABOLIC DISEASE 3812 ELM STREET DALLAS TX 75226 751921898 501(C)(3) 158271 0 SUPPORT CHARITABLE PROGRAMS BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE 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CHARITABLE PROGRAMS CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 441067037 341018992 501(C)(3) 313925 0 SUPPORT CHARITABLE PROGRAMS CHILDRENS HOSPITAL BOSTON 300 LONGWOOD AVE BOSTON MA 02115 042774441 501(C)(3) 50101 0 SUPPORT CHARITABLE PROGRAMS CINCINNATI CHILDRENS HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE CINCINNATI OH 452293039 310833936 501(C)(3) 22263 0 SUPPORT CHARITABLE PROGRAMS CITY OF HOPE NATIONAL MEDICAL CENTER 1500 E DUARTE RD DUARTE CA 910100269 951683875 501(C)(3) 163350 0 SUPPORT CHARITABLE PROGRAMS CLEVELAND CLINIC EDUCATIONAL FOUNDATION PO BOX 931653 CLEVELAND OH 44193 340714585 501(C)(3) 73884 0 SUPPORT CHARITABLE PROGRAMS COLORADO STATE UNIVERSITY 8008 CAMPUS DELIVERY FORT COLLINS CO 805238008 846000545 STATE OF CO 145720 0 SUPPORT RESEARCH PROGRAM COLUMBIA UNIVERSITY 630 W 168TH ST UNIT 39 NEW YORK NY 10032 135598093 501(C)(3) 349073 0 SUPPORT CHARITABLE PROGRAMS COLUMBUS COMMUNITY CLINICAL ONCOLOGY PROGRAM 1335 DUBLIN RD STE 124A COLUMBUS OH 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5555 ROSSMONT CENTER DR LA MESA CA 91942 330449527 501(C)(3) 6500 0 SUPPORT CHARITABLE PROGRAMS H LEE MOFFIT CANCER CENTER AND RESEARCH INSTITUTE INC 12902 MAGNOLIA DR TAMPA FL 33612 592451713 501(C)(3) 117719 0 SUPPORT CHARITABLE PROGRAMS HARVARD MEDICAL SCHOOL 260 LONGWOOD RM 262 BOSTON MA 021155720 042103580 501(C)(3) 62803 0 SUPPORT CHARITABLE PROGRAMS HEALTH RESEARCH INC ROSWELL PARK CANCER INSTITUTE DIVISION ELM AND CARLTON STREETS BUFFALO NY 14263 141402155 501(C)(3) 51021 0 SUPPORT CHARITABLE PROGRAMS HEALTHPARTNERS INSTITUTE FOR EDUCATION AND RESEARCH PO BOX 1524 MINNEAPOLIS MN 554401524 411670163 501(C)(3) 354974 0 SUPPORT CHARITABLE PROGRAMS HEBREW HOME FOR THE AGED AT RIVERDALE 5901 PALISADE AVE BRONX NY 10471 131739971 501(C)(3) 43189 0 SUPPORT CHARITABLE PROGRAMS HEMATOLOGYONCOLOGY ASSOCIATES OF CNY CCOP 5008 BRITTONFIELD PKWY EAST SYRACUSE NY 13057 161184100 - 36560 0 SUPPORT RESEARCH PROGRAM HENRY FORD HEALTH SYSTEM 2799 W GRAND BLVD DETROIT MI 48202 381357020 501(C)(3) 45266 0 SUPPORT CHARITABLE PROGRAMS ISD 535 EDUCATIONAL SERVICES CENTER 334 16TH ST SE ROCHESTER MN 55904 416002803 STATE OF MN 10061 0 SUPPORT RESEARCH AND EDUCATIONAL PROGRAMS INDIANA UNIVERSITY 575 RILEY HOSPITAL DR INDIANAPOLIS IN 46202 356001673 STATE OF IN 73443 0 SUPPORT RESEARCH PROGRAM INOVA HEALTH CARE SERVICES 8110 GATEHOUSE RD STE 400W FALLS CHURCH VA 22042 540620889 501(C)(3) 13500 0 SUPPORT CHARITABLE PROGRAMS INSTITUTE FOR CANCER RESEARCH 333 COTTMAN AVE PHILADELPHIA PA 19111 236296135 501(C)(3) 12330 0 SUPPORT CHARITABLE PROGRAMS INTEGRATIVE MEDICINE SERVICE BOX 303 1275 YORK AVE NEW YORK NY 10021 131624082 501(C)(3) 134868 0 SUPPORT CHARITABLE PROGRAMS JOHNS HOPKINS UNIVERSITY 1101 E 33RD ST STE D200 BALTIMORE MD 21218 520595110 501(C)(3) 183202 0 SUPPORT CHARITABLE PROGRAMS LINDNER CENTER OF HOPE 4075 OLD WESTERN ROW RD MASON OH 45040 134343743 501(C)(3) 100000 0 SUPPORT CHARITABLE PROGRAMS LOUISIANA STATE UNIV HEALTH 433 BOLIVAR ST NEW ORLEANS LA 701122223 726087770 STATE OF LA 14654 0 SUPPORT RESEARCH PROGRAM MARSHFIELD CLINIC HEALTH SYSTEM INC 1000 N OAK AVE MARSHFIELD WI 54449 461495343 501(C)(3) 33674 0 SUPPORT CHARITABLE PROGRAMS MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC 55 FRUIT ST BLDG RM 205 BOSTON MA 021142622 042807148 501(C)(3) 172244 0 SUPPORT CHARITABLE PROGRAMS MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE CAMBRIDGE MA 021394307 042103594 501(C)(3) 73937 0 SUPPORT CHARITABLE PROGRAMS MEDICA RESEARCH INSTITUTE 401 CARLSON PARKWAY CP330 MINNETONKA MN 55305 270600894 501(C)(3) 262291 0 SUPPORT CHARITABLE PROGRAMS MEDICOMP INC PO BOX 932874 ATLANTA GA 311932874 522283535 - 780000 0 SUPPORT RESEARCH PROGRAM MIDWEST BIOMEDICAL RESEARCH FOUNDATION PO BOX 300662 KANSAS CITY MO 641300662 431496422 501(C)(3) 5161 0 SUPPORT CHARITABLE PROGRAMS MINNEAPOLIS HEART INSTITUTE FOUNDATION 920 E 28TH ST STE 100 MINNEAPOLIS MN 55407 411426406 501(C)(3) 88909 0 SUPPORT CHARITABLE PROGRAMS MINNEAPOLIS MEDICAL RESEARCH FOUNDATION 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THE PEE DEE INC 555 EAST CHEVES STREET FLORENCE SC 295010551 570370242 501(C)(3) 5550 0 SUPPORT CHARITABLE PROGRAMS RED LAKE COMPREHENSIVE HEALTH SERVICES PO BOX 249 RED LAKE MN 56671 410991295 - 73634 0 SUPPORT RESEARCH PROGRAM SEATTLE CHILDRENS HOSPITAL AND REGIONAL MEDICAL CENTER 4800 SAND POINT WAY NE SEATTLE WA 98105 910564748 501(C)(3) 11676 0 SUPPORT CHARITABLE PROGRAMS THE HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE INC 6720-A ROCKLEDGE DR STE 100 BETHESDA MD 20817 521317896 501(C)(3) 55615 0 SUPPORT CHARITABLE PROGRAMS TRUSTEES OF PURDUE UNIVERSITY 401 S GRANT ST WEST LAFAYETTE IN 47907 356002041 STATE OF IN 11457 0 SUPPORT RESEARCH PROGRAM TRUSTEES OF TUFTS COLLEGE 419 BOSTON AVE MEDFORD MA 02155 042103634 501(C)(3) 7651 0 SUPPORT CHARITABLE PROGRAMS TRUTH INITIATIVE FOUNDATION 900 G ST NW 4TH FLR WASHINGTON DC 20001 911956621 501(C)(3) 167489 0 SUPPORT CHARITABLE PROGRAMS UNIVERSITY OF TOLEDO 2801 W BANCROFT ST TOLEDO OH 43606 346401483 STATE OF OH 108876 0 SUPPORT RESEARCH PROGRAM VIDANT MEDICAL GROUP LLC 2100 STANTONSBURG RD GREENVILLE NC 278358423 383740839 501(C)(3) 28125 0 SUPPORT CHARITABLE PROGRAMS WAVERLY HEMATOLOGY ONCOLOGY 300 ASHVILLE AVE STE 310 CARY NC 27518 205815295 - 10855 0 SUPPORT RESEARCH PROGRAM WILLIAM SANSUM DIABETES CENTER 2219 BATH ST SANTA BARBARA CA 93105 951684086 501(C)(3) 26014 0 SUPPORT CHARITABLE PROGRAMS CEDAR RAPIDS ONCOLOGY PROJECT 525 10TH ST SE CEDAR RAPIDS IA 524031206 421280144 501(C)(3) 7000 0 SUPPORT CHARITABLE PROGRAMS CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BLVD LOS ANGELES CA 90048 951644600 501(C)(3) 49998 0 SUPPORT CHARITABLE PROGRAMS J CRAIG VENTER INSTITUTE 9704 MEDICAL CENTER DR ROCKVILLE MD 20850 521842938 501(C)(3) 5868 0 SUPPORT CHARITABLE PROGRAMS SAGE BIONETWORKS 1100 FAIRVIEW AVE N SEATTLE WA 981091024 264489946 501(C)(3) 31198 0 SUPPORT CHARITABLE PROGRAMS ST JUDE CHILDRENS RESEARCH HOSPITAL INC 262 DANNY THOMAS PLACE MEMPHIS TN 381053678 620646012 501(C)(3) 17523 0 SUPPORT CHARITABLE PROGRAMS TRUSTEES OF DARTMOUTH COLLEGE DBA DARTMOUTH COLLEGE 37 DEWEY FIELD RD STE 6163 HANOVER NH 03755 020222111 501(C)(3) 52499 0 SUPPORT CHARITABLE PROGRAMS UNIVERSITY OF VERMONT 128 LAKESIDE AVE SUITE 100 BURLINGTON VT 05401 030179440 STATE OF VT 33675 0 SUPPORT RESEARCH PROGRAM AMBIENT CLINICAL ANALYTICS 221 1ST AVE SW STE 202 ROCHESTER MN 55902 800928405 - 10000 0 SUPPORT RESEARCH PROGRAM 243 23 MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE SCHOLARSHIPS 186 5544483 FINANCIAL HARDSHIP 20 49140 MEDICAL STUDENT STIPENDS 393 7210622 RESEARCH GRANT SUBAWARDS 1 108633 PART I, LINE 2: AS A PRIVATE TRUST FOR THE PUBLIC GOOD, MAYO IS DEDICATED TO GIVING BACK TO THE COMMUNITIES IN WHICH ITS EMPLOYEES LIVE AND WORK. MAYO INVESTS RESOURCES RESPONSIBLY TO PRODUCE THE BEST OUTCOMES FOR PATIENT CARE, EDUCATION, RESEARCH, COMMUNITY ENRICHMENT AND SUSTAINABILITY. GRANT APPLICATIONS ARE REVIEWED AND PRIORITIZED IN HOW THEY: - ADDRESS SIGNIFICANT AND EMERGENT COMMUNITY NEEDS - ALIGN WITH MAYO'S MISSION - IMPROVE HEALTH OF INDIVIDUALS IN THE COMMUNITY - DEMONSTRATE PARTNERSHIP AND COLLABORATION BUILDING - ENABLE LONG TERM CAPACITY BUILDING AND SUSTAINABILITY MONITORING OF GRANTS GIVEN IS DEPENDENT ON TYPE. LARGER MULTI-YEAR AND CAPITAL GRANTS ARE MONITORED FOR ACHIEVEMENT OF STATED GOALS WITHIN THE GRANT AGREEMENT. SINGLE-YEAR OPERATIONAL AND PROGRAMMATIC GRANTS ARE NOT MONITORED AFTER THE FUNDS HAVE BEEN DISBURSED; HOWEVER, ADDITIONAL FUNDING REQUESTS ARE CONSIDERED BASED ON USE AND OUTCOMES OF PREVIOUSLY AWARDED GRANTS. TRANSFERS OR GRANTS TO TAX-EXEMPT ORGANIZATIONS AND/OR 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. FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE MONITORED BY MAYO AS PRESCRIBED IN OMB SINGLE AUDIT (FKA CIRCULAR A-133). MAYO PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO EMPLOYEES EXPERIENCING TEMPORARY HARDSHIPS. GRANTS ARE PROVIDED BASED ON A PROVEN NEED AND ARE NOT MONITORED. MEDICAL STUDENT STIPENDS ARE PAID TO STUDENTS IN THE MAYO CLINIC SCHOOL OF GRADUATE MEDICAL EDUCATION, THE MD/PHD PROGRAM AND SELECT PROGRAMS (RESIDENCIES OR FELLOWSHIPS) IN THE MAYO CLINIC SCHOOL OF HEALTH SCIENCES TO HELP OFFSET THE COST OF THE STUDENT'S LIVING EXPENSES AND ARE NOT MONITORED. MAYO CLINIC'S SCHOOLS OFFER BOTH MERIT-BASED AND NEEDS-BASED SCHOLARSHIPS AND GRANTS THAT ARE CONTINGENT UPON ON-GOING SATISFACTORY ACADEMIC PROGRESS. X X X X X 1 1 X X X X X 0 1 1 0 0 0 0 0 0 BERRY MD DANIEL J TRUSTEE 640140 0 0 0 152839 0 53203 0 26831 0 873013 0 0 0 BOLTON JEFFREY W TRUSTEE/VICE PRESIDENT/CAO 0 1111946 0 0 0 227822 0 57544 0 21658 0 1418970 0 0 BUSKIRK MD STEVEN J TRUSTEE 0 586851 0 0 0 94517 0 10826 0 22584 0 714778 0 0 DECKER MD WYATT W TRUSTEE/VICE PRESIDENT 0 1466481 0 0 0 245515 0 47755 0 29276 0 1789027 0 0 FARRUGIA MD GIANRICO TRUSTEE/VICE PRESIDENT 0 1099682 0 0 0 192713 0 45048 0 28126 0 1365569 0 0 GOSTOUT MD BOBBIE S TRUSTEE/VICE PRESIDENT 953866 0 0 0 166453 0 63592 0 29675 0 1213586 0 0 0 GREENE MD EDDIE L TRUSTEE 339525 0 0 0 25196 0 55388 0 19949 0 440058 0 0 0 HARPER JR MD CHARLES M TRUSTEE 1106330 0 0 0 243189 0 10810 0 21640 0 1381969 0 0 0 KRAHN MD LOIS E TRUSTEE 0 386033 0 0 0 54789 0 49678 0 24977 0 515477 0 0 MENKOSKY PAULA E TRUSTEE/ASSISTANT SECY 0 529426 0 0 0 62049 0 48920 0 26361 0 666756 0 0 MILLINER MD DAWN S TRUSTEE 76046 0 0 0 71873 0 1846 0 1710 0 151475 0 0 0 NELSON MD HEIDI TRUSTEE 605833 0 0 0 111728 0 66581 0 18828 0 802970 0 0 0 NOSEWORTHY MD JOHN H TRUSTEE/CEO/PRESIDENT 0 2535061 0 0 0 590825 0 8846 0 26032 0 3160764 0 0 ROGER MD VERONIQUE L TRUSTEE 526861 0 0 0 138118 0 59153 0 7054 0 731186 0 0 0 WILLIAMSON MARY J TRUSTEE 540964 0 0 0 61911 0 38861 0 26400 0 668136 0 0 0 ADKINS JR KEDRICK D CFO 0 845909 0 0 0 95215 0 64623 0 20845 0 1026592 0 0 BROWN WILLIAM A ASSISTANT TREASURER 0 230973 0 0 0 3299 0 9429 0 21476 0 265177 0 0 DAHLEN DENNIS E CFO 0 122769 0 50000 0 3475 0 0 0 4388 0 180632 0 0 FRANCIS JAMES R ASSISTANT TREASURER 0 374465 0 0 0 31835 0 55295 0 28702 0 490297 0 0 FROISLAND JEFFREY R ASSISTANT TREASURER 0 303905 0 0 0 9814 0 44882 0 11390 0 369991 0 0 GORMAN PAUL A ASSISTANT TREASURER 519712 0 398250 0 69619 0 346041 0 28316 0 1361938 0 398250 0 HAEFLINGER RICKY J ASSISTANT TREASURER 347892 0 193380 0 26927 0 225988 0 20789 0 814976 0 193380 0 HOFFMAN III HARRY N TREASURER 676002 0 448668 0 120097 0 443652 0 21883 0 1710302 0 448668 0 HUBERT SHERRY L ASSISTANT SECRETARY 0 287443 0 0 0 7252 0 48714 0 25603 0 369012 0 0 LOCKETT KEVIN M ASSISTANT TREASURER 0 257900 0 0 0 2507 0 39496 0 25489 0 325392 0 0 MURPHY JOSHUA B SECRETARY/CLO 0 660597 0 0 0 62508 0 45223 0 26772 0 795100 0 0 NORBY MARK L ASSISTANT TREASURER 0 260479 0 0 0 640 0 35078 0 6008 0 302205 0 0 UHLENKAMP SUSAN M ASSISTANT TREASURER 0 303408 0 0 0 7007 0 44378 0 17961 0 372754 0 0 WEBER JOAN A ASSISTANT TREASURER 0 342433 0 0 0 21499 0 51832 0 9183 0 424947 0 0 ZORN CHRISTINA K ASSISTANT SECRETARY 0 530132 0 0 0 29654 0 36684 0 26361 0 622831 0 0 AGERTER MD DAVID C PHYSICIAN 524771 0 0 0 100772 0 10808 0 19890 0 656241 0 0 0 CAMILLERI MD MICHAEL PHYSICIAN 647868 0 0 0 119630 0 10800 0 25088 0 803386 0 0 0 DIASIO MD ROBERT B PHYSICIAN 691490 0 0 0 149300 0 5400 0 22849 0 869039 0 0 0 FRANK MD IGOR PHYSICIAN 512077 0 0 0 38548 0 39539 0 26317 0 616481 0 0 0 GERTZ MD MORIE A PHYSICIAN 454273 0 0 0 195622 0 10800 0 19920 0 680615 0 0 0 GORES MD GREGORY J PHYSICIAN 743819 0 0 0 140580 0 10827 0 23083 0 918309 0 0 0 HADAWAY CHERYL J CHAIR - DEVELOPMENT 447978 0 0 0 50285 0 10813 0 18934 0 528010 0 0 0 HAYES MD DAVID L PHYSICIAN 563847 0 0 0 155735 0 10808 0 26633 0 757023 0 0 0 HORLOCKER MD TERESE T PHYSICIAN 478384 0 0 0 58478 0 56311 0 19696 0 612869 0 0 0 KHAN MD AMIR R PHYSICIAN 478904 0 0 0 59591 0 42235 0 26203 0 606933 0 0 0 KOCH MARK B CAO MAYO CLINIC HEALTH SYSTEM 529553 0 0 0 63323 0 10889 0 10910 0 614675 0 0 0 MORICE MD WILLIAM G PHYSICIAN 509623 0 0 0 61398 0 45654 0 26328 0 643003 0 0 0 NARR MD BRADLY J PHYSICIAN 470088 0 0 0 110572 0 10826 0 22339 0 613825 0 0 0 OKUNO MD SCOTT H PHYSICIAN 450258 0 0 0 57298 0 47775 0 28652 0 583983 0 0 0 THIELEN MD KENT R PHYSICIAN 690789 0 0 0 131452 0 43804 0 33399 0 899444 0 0 0 WALD MD JOHN T PHYSICIAN 610039 0 0 0 96806 0 53406 0 26593 0 786844 0 0 0 WILLIAMS MD AMY W PHYSICIAN 507956 0 0 0 28809 0 53285 0 6757 0 596807 0 0 0 BYDON MD MOHAMAD PHYSICIAN 1124125 0 0 0 38380 0 36299 0 21496 0 1220300 0 0 0 KRAUSS MD WILLIAM E PHYSICIAN 1056020 0 0 0 211646 0 47707 0 28013 0 1343386 0 0 0 LANZINO MD GIUSEPPE PHYSICIAN 1052020 0 0 0 156961 0 50147 0 27980 0 1287108 0 0 0 MARSH MD W RICHARD PHYSICIAN 1044138 0 0 0 208813 0 10800 0 21298 0 1285049 0 0 0 SPINNER MD ROBERT J PHYSICIAN 957498 0 0 0 187538 0 50149 0 10738 0 1205923 0 0 0 SANDEEN DARRELL L FORMER OFFICER 0 331840 0 0 0 18837 0 53594 0 10893 0 415164 0 0 BLACK MD JOHN L FORMER KEY EMPLOYEE 395198 0 0 0 48428 0 10826 0 18165 0 472617 0 0 0 FOOTE MD ROBERT L FORMER KEY EMPLOYEE 594638 0 0 0 92501 0 54834 0 20058 0 762031 0 0 0 HEBL MD JAMES R FORMER KEY EMPLOYEE 542389 0 0 0 53302 0 38208 0 26401 0 660300 0 0 0 KING MD BERNARD F FORMER KEY EMPLOYEE 608569 0 0 0 165785 0 63506 0 22796 0 860656 0 0 0 LARUSSO MD NICHOLAS F FORMER KEY EMPLOYEE 533796 0 0 0 309141 0 10800 0 22968 0 876705 0 0 0 MEYER MD FREDRIC B FORMER KEY EMPLOYEE 0 996058 0 0 0 203362 0 51592 0 36310 0 1287322 0 0 NESSE MD ROBERT E FORMER KEY EMPLOYEE 0 845947 0 0 0 170337 0 10800 0 22049 0 1049133 0 0 NICHOLS III MD FRANCIS C FORMER KEY EMPLOYEE 536693 0 0 0 84205 0 53875 0 28887 0 703660 0 0 0 PAIGE SR KEVIN A FORMER KEY EMPLOYEE 414446 0 0 0 60407 0 63556 0 19445 0 557854 0 0 0 RIZZA MD ROBERT A FORMER KEY EMPLOYEE 285186 0 0 0 80632 0 10800 0 21651 0 398269 0 0 0 ROCK MD MICHAEL G FORMER KEY EMPLOYEE 543238 0 0 0 106352 0 8100 0 19877 0 677567 0 0 0 SANTRACH MD PAULA J FORMER KEY EMPLOYEE 418418 0 0 0 44565 0 64124 0 10718 0 537825 0 0 0 SWENSEN MD STEPHEN J FORMER KEY EMPLOYEE 214584 0 0 0 155334 0 32270 0 8255 0 410443 0 0 0 WARNER MD MARK A FORMER KEY EMPLOYEE 373119 0 0 0 183166 0 10807 0 18988 0 586080 0 0 0 WHITED MD BRIAN L FORMER KEY EMPLOYEE 499385 0 0 0 34559 0 63951 0 26270 0 624165 0 0 0 PART I, LINE 1A EXTERNAL TRUSTEES MAY BE REIMBURSED FOR TRAVEL EXPENSES. THE FILING ORGANIZATION REIMBURSES TRUSTEES FOR ACTUAL TRAVEL EXPENSES (WHICH COULD INCLUDE FIRST CLASS OR CHARTER TRAVEL) UP TO THE MAXIMUM COST OF FIRST CLASS TRAVEL. IN 2017, TRUSTEE DANIEL J. BERRY M.D. AND KEY EMPLOYEE DAVID L. HAYES M.D., WERE PROVIDED FIRST-CLASS AND/OR CHARTER TRAVEL JUSTIFIED BY BUSINESS NEED. THE TRAVEL WAS NOT TREATED AS TAXABLE COMPENSATION AS ALL FLIGHTS WERE BUSINESS RELATED. FIRST-CLASS AND CHARTER TRAVEL IS AVAILABLE BASED ON DEMONSTRATED BUSINESS NEED AND NOT BASED ON POSITION OR TO ANY SPECIFIC INDIVIDUALS. IN ADDITION TO ALL REGULAR TRAVEL APPROVAL AND DOCUMENTATION PROCESSES, FIRST-CLASS AND CHARTER TRAVEL REQUIRE SEPARATE DOCUMENTATION OF BUSINESS NEED, APPROVAL BY A SENIOR OFFICER, AND OVERSIGHT REVIEW BY THE TRIP AND TRAVEL COMMITTEE. SAMUEL DI PIAZZA WAS ASKED TO ATTEND A BUSINESS MEETING IN ROCHESTER. HE WAS PROVIDED CHARTER TRAVEL FOR HIS RETURN FLIGHT AS NO COMMERCIAL FLIGHTS WERE AVAILABLE TO A COMMITMENT THE FOLLOWING DAY. TRAVEL FOR COMPANIONS IS AVAILABLE TO ALL TRUSTEES SO THAT SPOUSES CAN ACCOMPANY THEM TO THE SITE OF BOARD MEETINGS. IN ADDITION, SEVERAL LISTED PERSONS ALSO RECEIVED TRAVEL FOR COMPANIONS SO THAT SPOUSES COULD ACCOMPANY THEM TO FUNDRAISING FUNCTIONS. IN 2017, LINDA G. ALVARADO, DR. MICHAEL CAMILLERI, ARMANDO CODINA, MARY SUE COLEMAN, SAMUEL A. DI PIAZZA JR., MICHAEL E. DOUGHERTY, DR. EDDIE L. GREENE, DR. ROY A. HERBERGER, AULANA L. PETERS, MICHAEL K. POWELL, CORINNE ROBERTS, AND DR. RANDOLPH C. STEER RECEIVED SPOUSAL TRAVEL, WHICH WAS GROSSED UP AND TREATED AS TAXABLE INCOME. EMPLOYEES PERFORMING WORK OUTSIDE THEIR HOME STATE RECEIVE A SUPPLEMENTAL PAYMENT TO HELP OFFSET THE COST OF THE STATE INCOME TAXES INCURRED AS A RESULT OF HAVING TO WORK IN A DIFFERENT STATE. IN 2017, ONE OR MORE LISTED PERSONS RECEIVED THIS SUPPLEMENTAL PAYMENT WHICH IS GROSSED UP. SEVERAL OF THE LISTED PERSONS RECEIVED AN AWARD OR OTHER TANGIBLE RECOGNITION THAT WAS TREATED AS TAXABLE COMPENSATION. PURSUANT TO INSTITUTIONAL POLICIES, CERTAIN SUCH AWARDS HAVE A TAX GROSS-UP APPLIED IN ORDER NOT TO DIMINISH THE RECOGNITION AND CELEBRATORY NATURE OF THE AWARD. HOUSING ALLOWANCES ARE PROVIDED WHEN JUSTIFIED BY BUSINESS NEED SUCH AS RELOCATION OR WORK ASSIGNMENT. IN 2017, KEVIN A. PAIGE SR. RECEIVED A HOUSING ALLOWANCE THAT WAS TREATED AS TAXABLE INCOME. THE PERSONAL SERVICES THAT WERE PROVIDED ARE INCOME TAX PREPARATION SERVICES THAT, IN ACCORDANCE WITH MAYO POLICY, ARE AVAILABLE TO MAYO CLINIC VOTING/CONSULTING STAFF. SEVERAL OF THE CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES LISTED ON THIS RETURN RECEIVED THIS SERVICE, WHICH WAS TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS. PART I, LINES 4B-C 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). STARTING JANUARY 1, 2011, ALL SRP BENEFITS ARE PAID AS AN ANNUAL TAXABLE CASH PAYMENT. THE FOLLOWING INDIVIDUALS PARTICIPATED IN OR RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). ADKINS JR., KEDRICK D. $ 84,641 AGERTER M.D., DAVID C. $ 77,732 BERRY M.D., DANIEL J. $ 113,750 BLACK M.D., JOHN L. $ 34,268 BOLTON, JEFFREY W. $ 213,231 BUSKIRK M.D., STEVEN J. $ 82,498 BYDON M.D., MOHAMAD $ 36,288 CAMILLERI M.D., MICHAEL $ 105,840 DECKER M.D., WYATT W. $ 236,342 DIASIO M.D., ROBERT B. $ 116,609 FARRUGIA M.D., GIANRICO $ 182,603 FOOTE M.D., ROBERT L. $ 84,598 FRANCIS, JAMES R. $ 28,853 FRANK M.D., IGOR $ 33,634 FROISLAND, JEFFREY R. $ 8,665 GERTZ M.D., MORIE A. $ 90,440 GORES M.D., GREGORY J. $ 130,243 GORMAN, PAUL A. $ 66,339 GOSTOUT M.D., BOBBIE S. $ 153,655 GREENE M.D., EDDIE L. $ 18,776 HADAWAY, CHERYL J. $ 43,867 HAEFLINGER, RICKY J. $ 22,542 HARPER JR., M.D., CHARLES M. $ 228,674 HAYES M.D., DAVID L. $ 93,962 HEBL M.D., JAMES R. $ 51,366 HOFFMAN III, HARRY N. $ 111,027 HORLOCKER M.D., TERESE T. $ 55,424 HUBERT, SHERRY L. $ 5,638 KHAN M.D., AMIR R. $ 57,185 KING M.D., BERNARD F. $ 106,917 KOCH, MARK B. $ 59,371 KRAHN M.D., LOIS E. $ 32,561 KRAUSS M.D., WILLIAM E. $ 204,330 LANZINO M.D., GIUSEPPE $ 152,408 LARUSSO M.D., NICHOLAS F. $ 121,870 MARSH M.D., W. RICHARD $ 187,304 MENKOSKY, PAULA E. $ 59,371 MEYER M.D., FREDRIC B. $ 190,099 MILLINER M.D., DAWN S. $ 57,976 MORICE M.D., WILLIAM G. $ 50,618 MURPHY, JOSHUA B. $ 59,075 NARR M.D., BRADLY J. $ 67,604 NELSON M.D., HEIDI $ 93,423 NESSE M.D., ROBERT E. $ 151,232 NICHOLS III, M.D., FRANCIS C. $ 75,035 NOSEWORTHY M.D., JOHN H. $ 547,594 OKUNO M.D., SCOTT H. $ 48,440 PAIGE SR., KEVIN A. $ 34,845 RIZZA M.D., ROBERT A. $ 66,830 ROCK M.D., MICHAEL G. $ 93,763 ROGER M.D., VERONIQUE L. $ 92,002 SANDEEN, DARRELL L. $ 16,719 SANTRACH M.D., PAULA J. $ 38,328 SPINNER M.D., ROBERT J. $ 178,742 SWENSEN M.D., STEPHEN J. $ 107,617 THIELEN M.D., KENT R. $ 118,063 UHLENKAMP, SUSAN M. $ 5,862 WALD M.D., JOHN T. $ 92,917 WARNER M.D., MARK A. $ 93,529 WEBER, JOAN A. $ 18,697 WHITED M.D., BRIAN L. $ 30,678 WILLIAMS M.D., AMY W. $ 20,966 WILLIAMSON, MARY J. $ 59,371 ZORN, CHRISTINA K. $ 28,366 UNDER MAYO CLINIC'S ROYALTY SHARING POLICY, INVENTORS, INCLUDING LISTED PERSONS, ARE ENTITLED TO SHARE IN A PORTION OF ROYALTIES RECEIVED BY MAYO INCLUDING INSTANCES WHERE SUCH ROYALTIES ARE IN THE FORM OF EQUITY-BASED INSTRUMENTS SUCH AS STOCK, WARRANTS, OR PARTNERSHIP INTERESTS. THE FOLLOWING INDIVIDUALS PARTICIPATED IN AN EQUITY-BASED COMPENSATION ARRANGEMENT: BLACK M.D., JOHN L. FARRUGIA M.D., GIANRICO MARSH M.D., W. RICHARD MILLINER M.D., DAWN S. PART II COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. A CITY OF ROCHESTER MINNESOTA 416005494 771902FE8 2008-04-10 330000000 CONSTRUCTION OF HEALTH CARE FACILITIES & REFUND 1998 BONDS 0 0 0 B CITY OF ROCHESTER MINNESOTA 416005494 771902GA5 2011-05-05 293208150 REFUND 1992 AND 2001 BONDS 0 0 0 C CITY OF ROCHESTER MINNESOTA 416005494 771902GD9 2012-04-04 192662250 CONSTRUCTION OF HEALTH CARE FACILITIES 0 0 0 D CITY OF ROCHESTER MINNESOTA 416005494 771902GW7 2014-05-08 120000000 CONSTRUCTION OF HEALTH CARE FACILITIES 0 0 0 A 325948187 8864264 2230808 87603115 227250000 2010 1 0 1 1 B 494267 293208150 2088829 291119321 2011 1 0 1 1 C 44266950 195311300 12134007 1523766 181653527 2013 0 0 1 1 D 120012445 310855 400343 119301247 2016 0 0 1 1 A 0 0 0 0 0.00860 0.00020 0.00880 0 0 1 C 1 0 0 0 0.00160 0.00010 0.00170 0 1 0.24000 1 1 D 1 0 0 0 0.01040 0.00000 0.01040 0 0 1 A 0 0 0 1 1 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 1 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 03/05/2013 ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 05/05/2016 SCHEDULE K, PART I, COLUMN (E) AND PART II, LINE 3 THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR BOND ISSUES IS INVESTMENT EARNINGS OR LOSSES. A CITY OF ROCHESTER MINNESOTA 416005494 771902GB3 2015-12-31 494267 CONSTRUCTION OF HEALTH CARE FACILITIES 0 0 0 B CITY OF ROCHESTER MINNESOTA 416005494 771902GD9 2015-12-31 44266950 CONSTRUCTION OF HEALTH CARE FACILITIES 0 0 0 C CITY OF ROCHESTER MINNESOTA 416005494 771902GY3 2016-05-03 75000000 REFUND 2006 BONDS 0 0 0 D CITY OF ROCHESTER MINNESOTA 416005494 771902HE6 2016-10-13 293825280 REFUND 2000 BONDS 0 0 0 A 494267 494267 2016 1 0 1 1 B 44266950 44266950 2016 1 0 1 1 C 75000000 75000000 2016 1 0 1 1 D 293828611 2361460 1473244 290000000 140 2016 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 1 0 0 1 0 0.00250 0.00030 0.00280 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 1 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 BELF LEE A FAMILY MEMBER OF FKE NICHOLAS LARUSSO, M.D. 60392 EMPLOYMENT 0 GOSTOUT MD CHRISTOPHER J FAMILY MEMBER OF OFFICER GOSTOUT M.D., BOBBIE S. 181925 EMPLOYMENT 0 NEAL MD LONZETTA FAMILY MEMBER OF TRUSTEE GREENE M.D., EDDIE L. 305428 EMPLOYMENT 0 HAYES MD SHARONNE N FAMILY MEMBER OF KEY EMPLOYEE HAYES M.D., DAVID L. 587041 EMPLOYMENT 0 KOCH MARK B FAMILY MEMBER OF DIRECTOR JOHNSON, PAMELA O. 614676 EMPLOYMENT 0 MEISSNER MD IRENE FAMILY MEMBER OF KEY EMPLOYEE MEYER M.D., FREDRIC B. 306539 EMPLOYMENT 0 NORBY MD SUZANNE M FAMILY MEMBER OF OFFICER NORBY, MARK L. 350522 EMPLOYMENT 0 ENRIQUEZ-SARANO MD MAURICE E FAMILY MEMBER OF TRUSTEE ROGER M.D., VERONIQUE L. 535853 EMPLOYMENT 0 WOLANSKYJ-SPINNER MD ALEXANDRA P FAMILY MEMBER OF DIRECTOR SPINNER M.D., ROBERT J. 460861 EMPLOYMENT 0 THIELEN MD JACQUELINE M FAMILY MEMBER OF KEY EMPLOYEE THIELEN M.D., KENT R. 207010 EMPLOYMENT 0 WALD MICHELLE K FAMILY MEMBER OF KEY EMPLOYEE WALD M.D., JOHN T. 61282 EMPLOYMENT 0 WARNER MD MARY E FAMILY MEMBER OF KEY EMPLOYEE WARNER M.D., MARK A. 427268 EMPLOYMENT 0 FARRELL ANN M FAMILY MEMBER OF OFFICER WEBER, JOAN A. 101886 EMPLOYMENT 0 LARSON MD MARK V FAMILY MEMBER OF DIRECTOR WILLIAMS M.D., AMY W. 730389 EMPLOYMENT 0 WILLIAMSON MD ERIC E FAMILY MEMBER OF TRUSTEE WILLIAMSON, MARY J. 748312 EMPLOYMENT 0 HOUSTON MD MARGARET S FAMILY MEMBER OF FORMER DIRECTOR EHMAN M.D., RICHARD L. 152769 EMPLOYMENT 0 SCHWENK II MD W FREDERICK FAMILY MEMBER OF FORMER OFFICER SCHWENK M.D., NINA M. 293198 EMPLOYMENT 0 BOIS MD MELANIE C FAMILY MEMBER OF TRUSTEE BURKIRK M.D., STEVEN J. 193226 EMPLOYMENT 0 BOIS MD JOHN P FAMILY MEMBER OF TRUSTEE BURKIRK M.D., STEVEN J. 64823 EMPLOYMENT 0 FOOTE PATRICK H FAMILY MEMBER OF FKE FOOTE M.D., ROBERT L. 74076 EMPLOYMENT 0 FOOTE ROBERT T FAMILY MEMBER OF FKE FOOTE M.D., ROBERT L. 87858 EMPLOYMENT 0 FOOTE KELSEY E FAMILY MEMBER OF FKE FOOTE M.D., ROBERT L. 32980 EMPLOYMENT 0 KAPURCH MD CAITLIN J FAMILY MEMBER OF TRUSTEE HARPER M.D., CHARLES M. 66643 EMPLOYMENT 0 KAPURCH MD JOSEPH R FAMILY MEMBER OF TRUSTEE HARPER M.D., CHARLES M. 69580 EMPLOYMENT 0 HARPER SARAH B FAMILY MEMBER OF TRUSTEE HARPER M.D., CHARLES M. 32501 EMPLOYMENT 0 NOSEWORTHY MD PETER A FAMILY MEMBER OF OFFICER NOSEWORTHY M.D., JOHN H. 661149 EMPLOYMENT 0 RUDDY MD KATHRYN J FAMILY MEMBER OF OFFICER NOSEWORTHY M.D., JOHN H. 505781 EMPLOYMENT 0 OKUNO MADISON N FAMILY MEMBER OF KEY EMPLOYEE OKUNO M.D. SCOTT H. 8657 EMPLOYMENT 0 EMANUEL ELZABETH M FAMILY MEMBER OF OFFICER UHLENKAMP, SUSAN M. 46561 EMPLOYMENT 0 WARNER MD LINDSAY L FAMILY MEMBER OF KEY EMPLOYEE WARNER M.D., MARK A. 60075 EMPLOYMENT 0 WARNER MD MATTHEW A FAMILY MEMBER OF KEY EMPLOYEE WARNER M.D., MARK A. 347539 EMPLOYMENT 0 WARNER MD PAUL A FAMILY MEMBER OF KEY EMPLOYEE WARNER M.D., MARK A. 460876 EMPLOYMENT 0 WARNER MD NAFISSEH S FAMILY MEMBER OF KEY EMPLOYEE WARNER M.D., MARK A. 109855 EMPLOYMENT 0 MIDTHUN MD DAVID E FAMILY MEMBER OF DIRECTOR WILLIAMS M.D., AMY W. 582844 EMPLOYMENT 0 EHMAN MD ERIC C FAMILY MEMBER OF FORMER DIRECTOR EHMAN M.D., RICHARD L. 138870 EMPLOYMENT 0 X 11 205432 EXPERTS X 0 X 0 X 325 29670847 MEAN MARKET VALUE X 0 X 3 1520000 MEAN MARKET VALUE X 1 500850 EXPERTS X 2 1005000 EXPERTS X 1 705186 EXPERTS X 1 0 X 1 0 X 3 0 X OTHER MISC 46 194124 EXPERTS 16 0 1 1 PART I, COLUMN (B): THE FILING ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: MAYO CLINIC (MAYO) UTILIZES SEVERAL THIRD PARTIES TO SELL NON-CASH CONTRIBUTIONS. FOR REAL ESTATE GIFTS, MAYO CONTRACTS WITH REALTORS AND BROKERS; FOR STOCK AND SECURITY GIFTS, MAYO UTILIZES SEVERAL DIFFERENT BROKERS AND BROKERAGE FIRMS; FOR TANGIBLE PERSONAL PROPERTY, MAYO USES VARIOUS AUCTION OUTLETS, DEPENDING ON THE VALUE (IE. BONHAMS, CHRISTIE'S, SOTHEBY'S, ETC). THESE ARRANGEMENTS ARE ALL FEE AND COMMISSION-BASED. PART I, LINE 33: MAYO CLINIC RECEIVED IN-KIND GIFTS THROUGHOUT THE YEAR WHERE NO REVENUE WAS RECORDED AND DESCRIPTIVE RECEIPTS WERE ISSUED. REVENUE IS RECOGNIZED ON GIFTS IN-KIND WHEN THE FAIR MARKET VALUE MEETS CAPITALIZATION THRESHOLDS OR WHEN TANGIBLE PERSONAL PROPERTY IS SOLD. FORM 990 LINE H MAYO CLINIC IS INCLUDED IN A GROUP EXEMPTION. THE GROUP EXEMPTION COVERS MAYO CLINIC (THE CENTRAL ORGANIZATION) AND MAYO CLINIC'S AFFILIATED SUBSIDIARIES (THE SUBORDINATE ORGANIZATIONS). FOR 2017, A GROUP RETURN (MAYO CLINIC GROUP RETURN - EIN: 38-3952644) WAS FILED THAT INCLUDED THIRTY OF MAYO CLINIC'S SUBORDINATE ORGANIZATIONS. IN ACCORDANCE WITH REG. 1.6033-2(D)(5), WITH RESPECT TO THE CENTRAL ORGANIZATION, MAYO CLINIC HAS REPORTED THE INFORMATION REQUIRED BY REG. 1.6033-2(A)(2)(II)(F), (G) AND (H) ON ITS FORM 990 FOR THE 2017 TAX YEAR. THIS IS IN LIEU OF CONSOLIDATING SUCH INFORMATION WITH ITS SUBORDINATE ORGANIZATIONS AND REPORTING SUCH INFORMATION ON THE 2016 MAYO CLINIC GROUP RETURN. FORM 990, PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS MEDICAL EDUCATION: MEDICAL EDUCATION, RESEARCH TRAINING, CONTINUOUS MEDICAL LIFE-LONG LEARNING AND A COMMITTED QUEST FOR NEW KNOWLEDGE ARE INTEGRAL FUNCTIONS OF MAYO CLINIC. OUR WORLD-RENOWNED EDUCATIONAL PROGRAMS INFORM, INSTRUCT, AND EMPOWER PHYSICIANS, RESEARCHERS, MEDICAL PROFESSIONALS, PATIENTS, STUDENTS AND OUR COMMUNITIES TO IMPROVE PUBLIC HEALTH AND WELL-BEING. THESE PROGRAMS SPAN THE CONTINUUM OF HEALTH CARE AND ENSURE THE MAYO MODEL OF CARE IS PERPETUATED AND SHARED BROADLY. MAYO CLINIC IS COMMITTED TO PROVIDING USEFUL, TIMELY KNOWLEDGE AND SKILLS THAT REFLECT ITS STANDARDS OF EXCELLENCE AND ITS DEDICATION TO FINDING ANSWERS FOR UNMET PATIENT NEEDS: *EDUCATING THE NEXT GENERATION OF PHYSICIANS, MEDICAL RESEARCHERS AND HEALTH PROFESSIONALS WITH TRANSFORMATIVE CURRICULA THAT FOCUSES NOT ONLY ON HELPING THE PATIENT, BUT ALSO IMPROVING THE HEALTH CARE SYSTEM; *SHARING KNOWLEDGE AND INNOVATIVE BEST PRACTICES FREELY IN THE SPIRIT OF COLLABORATION TO ADVANCE THE SCIENCE OF MEDICINE AND THE ART OF COMPASSIONATE, PATIENT-CENTERED CARE; *EMPOWERING PEOPLE TO MANAGE THEIR HEALTH THROUGH PATIENT EDUCATION AND SHARED DECISION-MAKING MEDICAL TRAINING; *SPREADING MAYO'S MEDICAL EXPERTISE, EDUCATION AND RESEARCH FINDINGS THROUGHOUT THE WORLD TO IMPROVE HEALTH CARE FOR ALL. *WORKING COLLABORATIVELY AT A NATIONAL LEVEL TO MODERNIZE AND TRANSFORM MEDICAL EDUCATION TO ADDRESS AREAS SUCH AS IMPROVING HEALTH CARE DELIVERY, PHYSICIAN BURN-OUT, POPULATION HEALTH ISSUES, AND TEAM-BASED CARE. THE EDUCATIONAL ACTIVITIES OF MAYO CLINIC ARE CENTERED IN MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE'S FIVE SCHOOLS: 1. MAYO CLINIC SCHOOL OF GRADUATE MEDICAL EDUCATION IS ONE OF THE NATION'S LARGEST SCHOOLS OF GRADUATE MEDICAL EDUCATION WITH A TOTAL ENROLLMENT OF MORE THAN 1,738 RESIDENT AND FELLOW PHYSICIANS IN TRAINING. MORE THAN 23,000 ALUMNI HAVE BEEN TRAINED SINCE ITS INCEPTION IN 1915. THE SCHOOL TRAINS DOCTORS IN 291 RESIDENCY AND FELLOWSHIP PROGRAMS, REPRESENTING VIRTUALLY EVERY MEDICAL SPECIALTY. NINETY-SIX PERCENT OF 2016-17 GRADUATES COMPLETED MAYO CLINIC QUALITY ACADEMY TRAINING - A CONCERTED EFFORT TO EDUCATE AND PREPARE TRAINEES TO CONTINUOUSLY EXPLORE WAYS TO IMPROVE PATIENT SAFETY, QUALITY CARE AND ELIMINATE HEALTH DISPARITIES. 2. MAYO CLINIC SCHOOL OF MEDICINE PROVIDES A FOUR-YEAR MEDICAL EDUCATION PROGRAM LEADING TO DOCTOR OF MEDICINE DEGREES AND JOINT MD/PH.D. DEGREES. AS A NATIONAL MEDICAL SCHOOL, APPROXIMATELY 258 STUDENTS ARE ENROLLED ON THE ROCHESTER, MINNESOTA CAMPUS. IN 2017, THE SCHOOL EXPANDED TO INCLUDE AN INAUGURAL CLASS OF 50 STUDENTS ON ITS NEW ARIZONA CAMPUS. BY 2020, THE SCHOOL WILL DOUBLE IN SIZE WITH A TOTAL OF OVER 400 STUDENTS ACROSS THESE TWO CAMPUSES. IN 2017, THE SCHOOL ALSO INITIATED A 3RD- AND 4TH-YEAR PROGRAM ON ITS FLORIDA CAMPUS. THE INNOVATIVE AND TRANSFORMATIVE CURRICULUM OF MAYO CLINIC SCHOOL OF MEDICINE FOCUSES ON EDUCATING FUTURE PHYSICIAN LEADERS IN PATIENT-CENTERED, SCIENCE-DRIVEN, TEAM-BASED, HIGH VALUE HEALTH CARE. STUDENTS ACROSS ALL CAMPUSES ARE SOME OF THE FIRST NATIONWIDE TO TRAIN AND FIRST NATIONWIDE TO RECEIVE A SCIENCE OF HEALTH CARE DELIVERY CERTIFICATE IN ADDITION TO A MEDICAL DEGREE. THE INTEGRATED CURRICULUM IS PART OF AN INITIATIVE TO BETTER PREPARE STUDENTS FOR THE CHALLENGES OF DELIVERING PATIENT CARE IN A COMPLEX HEALTH CARE ENVIRONMENT. ADDITIONAL OFFERINGS AT THE SCHOOL INCLUDE VISITING MEDICAL STUDENT CLERKSHIP PROGRAMS AND SUMMER MINORITY MEDICAL STUDENT PROGRAMS. THE SCHOOL, WHICH IS RANKED NO. 6 IN THE NATION FOR BEST MEDICAL SCHOOLS IN RESEARCH TRAINING, CULTIVATES STUDENTS TO CONTINUALLY PURSUE NEW KNOWLEDGE THROUGH DISCOVERY, TRANSLATION AND CLINICAL APPLICATION TO MEET THE NEEDS OF THEIR PATIENTS. MAYO CLINIC SCHOOL OF MEDICINE STUDENTS PARTICIPATE IN UNDERSERVED AND OUTREACH CARE PROGRAMS, ALONG WITH PRIMARY CARE AND COMMUNITY CARE EXPERIENTIAL LEARNING OPPORTUNITIES AT MAYO CLINIC HEALTH SYSTEM SITES. 3. MAYO CLINIC GRADUATE SCHOOL OF BIOMEDICAL SCIENCES HAS A DISTINGUISHED HISTORY OF PREPARING STUDENTS FOR CAREERS AS COMPETITIVE, BASIC AND BIOMEDICAL RESEARCH INVESTIGATORS. THE SCHOOL OFFERS MASTER'S AND DOCTORAL DEGREE PROGRAMS FOCUSING ON SEVEN BIOMEDICAL SPECIALTIES, AS WELL AS ONE OF THE FIRST INTERDISCIPLINARY PROGRAMS IN REGENERATIVE MEDICAL RESEARCH. THE SCHOOL HAS BEEN A PIONEER IN EXPANDING RESEARCH TRAINING OPPORTUNITIES FOR STUDENTS FROM BACKGROUNDS UNDERREPRESENTED IN RESEARCH, INCLUDING VISITING PRE-DOCTORAL AND SUMMER UNDERGRADUATE RESEARCH PROGRAMS WHERE DIVERSE STUDENTS HAVE THE OPPORTUNITY TO WORK WITH WORLD-RENOWNED RESEARCHERS AT MAYO CLINIC CAMPUSES IN ARIZONA, FLORIDA AND MINNESOTA. IN 2017,261 STUDENTS WERE ENROLLED IN MAYO CLINIC GRADUATE SCHOOL OF BIOMEDICAL SCIENCES. 4. MAYO CLINIC SCHOOL OF HEALTH SCIENCES PREPARES THE ALLIED HEALTH CARE WORKFORCE OF THE FUTURE IN PROGRAMS RANGING FROM A 10-MONTH PHLEBOTOMY CERTIFICATE PROGRAM TO A DOCTORATE IN PHYSICAL THERAPY OR NURSE ANESTHESIA. 1,831 STUDENTS WERE ENROLLED IN THE SCHOOL IN 2017. WITH CAMPUSES IN MINNESOTA, FLORIDA AND ARIZONA, THE SCHOOL PREPARES STUDENTS IN 135 PROGRAMS REPRESENTING OVER 58 HEALTH SCIENCE CAREERS. THE SCHOOL ALSO PROVIDES CLINICAL INTERNSHIPS FOR HUNDREDS OF AFFILIATED SCHOOLS. NEARLY 500 FACULTY MEMBERS ENSURE EVERY STUDENT RECEIVES EXTENSIVE PERSONALIZED TRAINING. 5. MAYO CLINIC SCHOOL OF CONTINUOUS PROFESSIONAL DEVELOPMENT PROVIDES A COMPREHENSIVE SELECTION OF CLINICAL, SURGICAL, ALLIED HEALTH AND RESEARCH COURSES, AS WELL AS PROGRAMS ON HEALTH CARE ISSUES, PRACTICE MANAGEMENT AND LEADERSHIP, TO HEALTH CARE PROFESSIONALS THROUGHOUT THE WORLD. IN 2017, THE SCHOOL PROVIDED CONTINUING EDUCATION ACTIVITIES TO MORE THAN 105,800 PARTICIPANTS. OF THOSE, 75 PERCENT OF TOTAL PARTICIPANTS WERE NON-MAYO ATTENDEES. IN ADDITION TO ITS FORMAL PROGRAMS IN EDUCATION, SEVERAL INITIATIVES ENABLE MAYO CLINIC TO IMPROVE QUALITY AND PATIENT SAFETY, SHARE KNOWLEDGE, AND ENHANCE THE AVAILABILITY OF MEDICAL INFORMATION. THESE INCLUDE MAYO CLINIC'S "ASK MAYO EXPERT", AN ELECTRONIC DATABASE THAT ALLOWS MAYO CLINIC PHYSICIANS TO SHARE THEIR MOST UP-TO-DATE MEDICAL KNOWLEDGE. PHYSICIANS CAN SEARCH FOR DISEASES, TREATMENTS AND CLINICAL TRIAL INFORMATION QUICKLY AND EASILY. NEW CARE PROCESS MODELS WITHIN "ASK MAYO EXPERT" PROVIDE INTERACTIVE ALGORITHMS THAT DEMONSTRATE BEST PRACTICE FOR PHYSICIANS AND PROVIDE PHYSICIANS WITH A LIST OF COLLEAGUE EXPERTS SPECIFIC TO THEIR QUERY. A MOBILE VERSION IS AVAILABLE FOR APPLE IPHONE, IPAD AND IPOD TOUCH. MAYO CLINIC ALSO HAS A QUALITY ACADEMY THAT OFFERS INDIVIDUAL AND TEAM-BASED CLASSES FOR MAYO CLINIC STAFF TO LEARN QUALITY IMPROVEMENT TOOLS AND THEIR APPLICATION. THE SCIENCE OF QUALITY IMPROVEMENT IS EMBEDDED WITHIN THE CURRICULUM AND INCLUDES LEARNING HOW TO IDENTIFY AND MEASURE HEALTH CARE QUALITY, PINPOINT, IDENTIFY, AND REDUCE WASTE OR REDUNDANCIES AND IMPROVE WORK FLOW, EFFICIENCY, AND PATIENT SAFETY. THROUGHOUT MAYO CLINIC, FROM FRONT-LINE STAFF TO CEO, STAFF ARE ENCOURAGED AND EMPOWERED TO APPLY THIS TRAINING AND IMPLEMENT QUALITY PROJECTS TO IMPROVE THEIR WORK, PATIENT CARE, AND STAFF OR PATIENT SAFETY. ALL MAYO CLINIC LEADERS, MANAGERS, AND SUPERVISORS ARE CHARGED WITH COMPLETING BRONZE CERTIFICATION IN THE MAYO QUALITY FELLOWS PROGRAM AND ARE HIGHLY ENCOURAGED TO REACH SILVER CERTIFICATION IN THAT PROGRAM. TO DATE, MORE THAN 36,600 OF MAYO'S 63,000 EMPLOYEES ARE BRONZE QUALITY FELLOWS AND OVER 7,256 ARE SILVER QUALITY FELLOWS. FORM 990, PART III, LINE 4A MAYO CLINIC'S MULTIDISCIPLINARY SIMULATION CENTERS IN ARIZONA, FLORIDA, AND MINNESOTA ENABLE STATE-OF-THE-ART SIMULATION TRAINING FOR REAL-LIFE PATIENT CARE SITUATIONS, GIVING HEALTH CARE PROFESSIONALS, RESIDENTS, FELLOWS, AND STUDENTS AN UNPRECEDENTED OPPORTUNITY TO REFINE AND PERFECT SKILLS AND TEAM INTERACTIONS ON PATIENT ACTORS AND COMPUTERIZED MANNEQUINS THAT CAN IMITATE ALL THE CHALLENGES OF REAL PATIENTS. MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE ALSO HAS INITIATED MAYO CLINIC ONLINE LEARNING TO DEVELOP AND DELIVER ONLINE EDUCATIONAL OPPORTUNITIES FOR FACULTY DEVELOPMENT, STUDENT EDUCATION AND FUTURE PATIENT EDUCATION. ONLINE LEARNING MODULES PROVIDE CONSISTENT KNOWLEDGE DELIVERY ACROSS MULTI-SPECIALTIES AND ALLOW FOR MORE INTERACTIVE FACULTY/STUDENT PARTICIPATION IN THE CLASSROOM SETTING. ONLINE LEARNING ALSO FACILITATES THE ABILITY FOR MAYO CLINIC TO SHARE AND EXPAND THE LATEST MEDICAL KNOWLEDGE AND INNOVATIVE LEARNING OPPORTUNITIES WITH OTHERS OUTSIDE MAYO CLINIC. ANOTHER INITIATIVE IMPLEMENTED THROUGH MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE IS THE OFFICE OF APPLIED SCHOLARSHIP AND EDUCATION SCIENCE (OASES). THIS INNOVATIVE OFFICE PROVIDES EXPERTISE AND SUPPORT IN FACULTY DEVELOPMENT, EDUCATION EVALUATION AND PRINCIPLES AND PRACTICES OF EDUCATION SCIENCE TO ENSURE THE HIGHEST QUALITY OF EDUCATION DELIVERY WITHIN EACH OF THE SCHOOLS WITHIN THE COLLEGE. MAYO CLINIC'S SOCIAL MEDIA NETWORK - THE FIRST OF ITS KIND FOCUSED ON HEALTH CARE - IS A NETWORK OF HEALTH CARE ORGANIZATIONS, HOSPITALS AND MEDICAL PROFESSIONALS COMMITTED TO BROADER AND DEEPER ENGAGEMENT IN SOCIAL MEDIA TO HELP IMPROVE HEALTH CARE LITERACY, HEALTH CARE DELIVERY AND POPULATION HEALTH WORLDWIDE. IN 2017, MAYO CLINIC ENGAGED WITH MORE THAN 6 MILLION PEOPLE THROUGH SOCIAL MEDIA CHANNELS. MAYO CLINIC LIBRARIES REFLECT AN INTEGRATED SYSTEM OF LIBRARIES, KNOWLEDGE CENTERS AND ARCHIVES INCLUDING EXTENSIVE ONLINE RESOURCES AND EFFICIENT DELIVERY SYSTEMS. THE BREADTH AND DEPTH OF THESE RESOURCES AND THEIR INTEGRATION USING COMMON ONLINE MANAGEMENT SYSTEMS AND A KNOWLEDGE PORTAL MAKES THE MAYO CLINIC LIBRARIES AMONG THE MOST COMPREHENSIVE IN NORTH AMERICA. SPECIAL COLLECTIONS INCLUDE HOSPITAL-BASED PATIENT LIBRARIES SUPPORTING THE NEEDS OF HOSPITALIZED PATIENTS AND THEIR FAMILIES. MAYO CLINIC LIBRARIES SUPPORT EMPLOYEES AND STUDENTS IN THEIR CARE OF PATIENTS AND BIOMEDICAL RESEARCH WITH A NETWORK OF ONLINE AND PRINT RESOURCES. MAYO LIBRARIES PARTICIPATE IN REGIONAL AND NATIONAL INTERLIBRARY LOAN NETWORKS INCLUDING THE NATIONAL NETWORK OF LIBRARIES OF MEDICINE. ALL OF THESE EDUCATIONAL EFFORTS TO DISCOVER, DELIVER, EXPAND AND SHARE MEDICAL KNOWLEDGE PROMOTE MAYO'S CLINIC'S ABILITY TO PERPETUATE THE HIGHEST QUALITY AND SAFETY IN PATIENT CARE. MAYO CLINIC FUNDING PLUS EXTRAMURAL FUNDING FOR EDUCATIONAL ACTIVITIES WERE $234.8 MILLION IN 2017. FORM 990, PART III, LINE 4B PATIENT CARE: MAYO CLINIC IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT MEDICAL GROUP PRACTICE IN THE WORLD. ITS STANDARD OF CARE BRINGS TOGETHER TEAMS OF EXPERTS TO PROVIDE HIGH-QUALITY, AFFORDABLE AND COMPASSIONATE CARE TO EACH PATIENT CONSISTENT WITH MAYO CLINIC'S PRIMARY VALUE - "THE NEEDS OF THE PATIENT COME FIRST." MAYO CLINIC'S MISSION IS "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." MAYO CLINIC'S HERITAGE OF COLLABORATIVE MEDICAL EXPERTISE IS COMBINED WITH CAREFUL ATTENTION TO INDIVIDUAL PATIENT NEEDS, RESULTING IN A THOROUGH AND PERSONAL APPROACH TO HEALTH CARE. TO ACCOMPLISH ITS MISSION, MAYO CLINIC NOT ONLY PROVIDES A VARIETY OF PROGRAMS IN DIRECT PATIENT CARE, MEDICAL EDUCATION AND RESEARCH, BUT ALSO SERVES AS THE PARENT ORGANIZATION OF A MULTI-ENTITY ORGANIZATION CONSISTING OF HOSPITALS, CLINICS, HEALTH CARE PROVIDERS AND OTHER ENTITIES PROVIDING HEALTH CARE-RELATED SERVICES AND KNOWLEDGE DELIVERY TO THE PUBLIC THROUGHOUT THE WORLD. IN ROCHESTER, MAYO CLINIC WORKS COLLABORATIVELY WITH MAYO CLINIC HOSPITAL - ROCHESTER, AN AFFILIATED ENTITY COMPRISED OF SAINT MARYS CAMPUS AND METHODIST CAMPUS TO FORM AN INTEGRATED MEDICAL CENTER DEDICATED TO PROVIDING COMPREHENSIVE DIAGNOSIS AND TREATMENT IN VIRTUALLY EVERY MEDICAL AND SURGICAL SPECIALTY. MAYO CLINIC IS ALSO THE SOLE MEMBER OF MAYO CLINIC ARIZONA AND MAYO CLINIC JACKSONVILLE WHICH PROVIDE SERVICES TO PATIENTS IN THE SOUTHWEST AND SOUTHEAST REGIONS OF THE UNITED STATES. IN THE MIDWEST, MAYO CLINIC HEALTH SYSTEM SERVES MORE THAN 60 COMMUNITIES IN MINNESOTA, WISCONSIN, AND IOWA THROUGH A NETWORK OF COMMUNITY-BASED PHYSICIANS TO PROVIDE QUALITY HEALTH CARE CLOSE TO HOME, AND IS ALSO SUPPORTED BY THE HIGHLY SPECIALIZED EXPERTISE AND RESOURCES OF MAYO CLINIC. UTILIZING COMMON GOVERNANCE, SHARED SYSTEMS AND STANDARDIZED POLICIES AND PROCEDURES WHENEVER POSSIBLE, MAYO CLINIC STRIVES TO PROVIDE CONSISTENT, HIGH QUALITY HEALTH CARE SERVICES AND KNOWLEDGE DELIVERY WITHIN EVERY ASPECT OF CARE. A 31-MEMBER BOARD OF TRUSTEES COMPRISED OF A MAJORITY OF PUBLIC MEMBERS ALONG WITH MAYO PHYSICIANS AND ADMINISTRATORS ENSURE THE ENTIRE ORGANIZATION REMAINS TRUE TO ITS MISSION AND CULTURE OF PROVIDING FOR THE HEALTH CARE NEEDS OF THE PUBLIC RATHER THAN FOR PRIVATE BENEFIT. PATIENT CARE ADVANCED THROUGH EDUCATION AND RESEARCH IS THE FOUNDATION OF MAYO CLINIC'S MISSION. EACH YEAR, PEOPLE FROM ALL 50 STATES AND MORE THAN 137 COUNTRIES COME TO MAYO CLINIC FOR CARE. IN ROCHESTER, OVER 36,000 PATIENT CARE PHYSICIANS, RESIDENTS AND ALLIED HEALTH STAFF PROVIDED SERVICES FOR MORE THAN 1.3 MILLION OUTPATIENT VISITS IN 2017. MAYO CLINIC PROVIDES CARE TO PEOPLE COVERED BY GOVERNMENTAL PROGRAMS SUCH AS MEDICARE AND MEDICAID, AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. CHARITY CARE IS ALSO PROVIDED FOR PATIENTS THAT ARE FINANCIALLY UNABLE TO PAY FOR SERVICES PROVIDED. IN 2017, THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICAID AND MINNESOTA CARE (A PROGRAM THAT PROVIDES MEDICAL ASSISTANCE FOR LOW INCOME POPULATIONS) WAS APPROXIMATELY $168,975,000. THIS AMOUNT INCLUDES $47,475,000 PAID TO MINNESOTACARE. THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICARE WAS APPROXIMATELY $872,536,000 AND THE COST OF CHARITY CARE PROVIDED IN 2017 WAS APPROXIMATELY $22,774,000. IN 2017, WITH SYSTEM-WIDE REVENUES OF $12 BILLION, MAYO CLINIC AND ITS AFFILIATES PROVIDED $575.4 MILLION IN CARE TO PEOPLE IN NEED. THIS TOTAL INCLUDES $72.2 MILLION IN CHARITY CARE AND $503.2 MILLION IN UNPAID PORTIONS OF MEDICAID AND OTHER INDIGENT CARE PROGRAMS FOR PEOPLE WHO ARE UNINSURED OR UNDERINSURED. MAYO ALSO PROVIDED $1.9 BILLION IN UNPAID PORTIONS OF MEDICARE AND OTHER SENIOR PROGRAMS. MORE THAN 53 PERCENT OF MAYO'S TOTAL MEDICAL SERVICES PROVIDED ARE FOR MEDICARE AND MEDICAID PATIENTS. MAYO CLINIC AND ITS AFFILIATES CONTRIBUTED $11 MILLION IN CASH AND IN-KIND DONATIONS TO LOCAL COMMUNITIES. MAYO CLINIC IS RECOGNIZED FOR HIGH-QUALITY PATIENT CARE MORE OFTEN THAN ANY OTHER ACADEMIC MEDICAL CENTER IN THE NATION. THESE ENDORSEMENTS REINFORCE ITS CENTURY-OLD COMMITMENT TO PROVIDE THE HIGHEST QUALITY CARE TO EACH PATIENT EVERY DAY. ALTHOUGH NO SINGLE SET OF MEASURES CAN PERFECTLY REPRESENT HEALTH CARE QUALITY, MAYO CLINIC IS PROUD TO BE RECOGNIZED. THE FOLLOWING ORGANIZATIONS RECOGNIZE MAYO CLINIC FOR HIGH LEVELS OF QUALITY AND SAFETY: - U.S. NEWS & WORLD REPORT BEST HOSPITAL IN THE NATION AND NO. 1 IN MORE SPECIALTIES THAN ANY OTHER HOSPITAL - U.S. NEWS & WORLD REPORT BEST CHILDREN'S HOSPITALS - CONSUMER REPORTS HOSPITAL SAFETY - THE AMERICAN COLLEGE OF SURGEONS NATIONAL SURGICAL QUALITY IMPROVEMENT PROGRAM - FORTUNE'S "100 BEST COMPANIES TO WORK FOR" - DIVERSITY INC. TOP HOSPITAL AND HEALTH SYSTEM MAYO CLINIC OFFERS BOTH SPECIALTY AND PRIMARY CARE IN ITS COMMUNITY PRACTICES AND CREATED A POPULATION HEALTH OFFICE IN 2013. IT IS THE CHARGE OF MAYO'S POPULATION HEALTH COMMITTEE TO TRANSFORM THE WAY COMMUNITY CARE IS DELIVERED AND IMPROVES PATIENT OUTCOMES WHILE REDUCING THE OVERALL TOTAL COST OF CARE. POPULATION HEALTH AT MAYO COORDINATES EXISTING PRACTICE MODELS WITH TRANSFORMATIONAL INITIATIVES TO BETTER ENGAGE PATIENTS, KEEP THEM HEALTHY, SUPPORT PATIENT WELLNESS GOALS AND HELP PATIENTS TO BETTER MANAGE CHRONIC ILLNESSES. THE PRACTICE CHANGE INITIATIVES DEVELOPED, TESTED AND IMPLEMENTED THROUGH THE MAYO MODEL OF COMMUNITY CARE (MMOCC) ARE AIMED AT IMPROVING THE QUALITY OF LIFE FOR PATIENTS, REDUCING OVERALL HEALTH CARE COSTS AND BUILDING A SUSTAINABLE PRACTICE MODEL THAT TRULY SUPPORTS THE NEEDS OF COMMUNITY PATIENTS. THE MAYO CLINIC CARE NETWORK CONSISTS OF INDEPENDENT HEALTH-CARE ORGANIZATIONS THAT SHARE A COMMON GOAL OF IMPROVING DELIVERY OF HEALTH CARE IN THEIR COMMUNITIES THROUGH HIGH-QUALITY, DATA DRIVEN AND EVIDENCE BASED MEDICAL CARE. MEMBERS OF THE NETWORK HAVE ACCESS TO MAYO CLINIC KNOWLEDGE, COLLABORATION TOOLS, DISEASE MANAGEMENT PROTOCOLS, CLINICAL CARE GUIDELINES, TREATMENT RECOMMENDATIONS, PATIENT EDUCATION MATERIALS AND CONTINUING MEDICAL EDUCATION OPPORTUNITIES. THE MAIN GOAL OF THE NETWORK IS TO HELP PEOPLE GAIN THE BENEFITS OF MAYO CLINIC EXPERTISE WITHOUT HAVING TO TRAVEL TO A MAYO CLINIC FACILITY. BY THE END OF 2017, THE MAYO CLINIC CARE NETWORK CONSISTED OF MORE THAN 40 MEMBERS LOCATED ACROSS THE UNITED STATES AND IN PUERTO RICO, MEXICO, UNITED ARAB EMIRATES AND SINGAPORE. FORM 990, PART III, LINE 4C RESEARCH: MAYO CLINIC IS ONE OF THE PREMIER MEDICAL RESEARCH ORGANIZATIONS IN THE WORLD. INNOVATION AND IMPROVEMENT OF SCIENCE AND THE DELIVERY OF HEALTH CARE ARE ENHANCED THROUGH MAYO CLINIC'S RESEARCH PROGRAMS. CLINICAL PRACTICE OBSERVATIONS BECOME THE BASIS FOR RESEARCH STUDIES AND THE FINDINGS FROM RESEARCH FLOW BACK INTO THE PRACTICE TO IMPROVE PATIENT CARE AND OUTCOMES. PHYSICIAN/RESEARCHERS AND CAREER SCIENTISTS WORK IN TANDEM TO ADVANCE MEDICINE AND TO IMPROVE THE HEALTH AND WELLBEING OF NOT JUST MAYO CLINIC PATIENTS, BUT ALSO THE PUBLIC AT LARGE, AS THESE FINDINGS ARE DISSEMINATED WORLDWIDE. RESEARCH AT MAYO CLINIC INVOLVES THOUSANDS OF MEDICAL PROFESSIONALS COMMITTED TO SEARCHING FOR ANSWERS TO COMPLEX MEDICAL PROBLEMS WITH THE GOAL OF BRINGING NEW SOLUTIONS AND ADVANCED CARE RAPIDLY TO PATIENTS THROUGHOUT THE WORLD. IN 2017, 234 FULL-TIME SCIENTIFIC FACULTY MEMBERS, 740 PHYSICIANS AND 3,842 FULL-TIME RESEARCH PERSONNEL WERE ACTIVELY ENGAGED IN RESEARCH ACTIVITIES. THESE ACTIVITIES INCLUDE BASIC SCIENCE RESEARCH, CLINICAL TRIALS, TRANSLATIONAL RESEARCH AND HUMAN RESEARCH STUDIES. DURING 2017, MORE THAN 7,200 RESEARCH AND REVIEW ARTICLES BASED ON MAYO CLINIC RESEARCH WERE PUBLISHED IN PEER-REVIEWED JOURNALS. ALSO IN 2017 THERE WERE MORE THAN 12,000 ACTIVE RESEARCH STUDIES AND 2,800 NEW HUMAN STUDIES WERE APPROVED BY THE INSTITUTIONAL REVIEW BOARD. THROUGH MAYO CLINIC'S CENTER FOR CLINICAL AND TRANSLATIONAL SCIENCE, MAYO CLINIC COLLABORATES WITH DIVERSE COMMUNITY MEMBERS TO HELP COMMUNITY MEDICAL PROVIDERS INCORPORATE PRACTICE-BASED AND RESEARCH-BASED KNOWLEDGE TO IMPROVE OVERALL COMMUNITY HEALTH OUTCOMES AND ELIMINATE HEALTH DISPARITIES. ONE CRITICAL COMPONENT OF MAYO CLINIC'S RESEARCH EFFORTS IS THE ROCHESTER EPIDEMIOLOGY PROJECT, A COLLABORATION THAT LINKS TOGETHER NEARLY ALL OF THE MEDICAL RECORDS OF THE RESIDENTS OF OLMSTED COUNTY IN MINNESOTA. THIS UNIQUE DATABASE PROVIDES AN EXTENSIVE DATA REPOSITORY OF MEDICAL CARE DELIVERED TO COMMUNITY RESIDENTS FOR OVER HALF A CENTURY AND IS VIRTUALLY UNPARALLELED IN THE UNITED STATES. MAYO CLINIC IS ALSO IMPROVING PATIENT CARE WITH THE ACTIVITIES OF ITS CENTER FOR THE SCIENCE OF HEALTH CARE DELIVERY, THE CENTER FOR INDIVIDUALIZED MEDICINE AND THE CENTER FOR REGENERATIVE MEDICINE. THESE STRATEGIC CENTERS ARE CHANGING HOW MEDICINE IS PRACTICED THROUGH DIRECT APPLICATION OF INNOVATIONS AND BEST PRACTICES. THE REGENERATIVE AND INDIVIDUALIZED MEDICINE CENTERS ARE ACTIVELY PURSUING ANSWERS TO COMPLEX CLINICAL PROBLEMS THROUGH CUTTING EDGE METHODOLOGIES. FUNDING OF RESEARCH ACTIVITIES AT MAYO CLINIC COMES FROM GRANTS AND CONTRACTS AS WELL AS FROM MAYO FUNDS AND GIFTS FROM GENEROUS BENEFACTORS. MAYO CLINIC AND EXTRAMURAL FUNDING FOR RESEARCH ACTIVITIES IN 2017 WAS $603,216,000. FORM 990, PART VI, SECTION A, LINE 1 BETWEEN MEETINGS OF MAYO CLINIC'S BOARD OF TRUSTEES, MAYO CLINIC'S BYLAWS DELEGATE TO THE MAYO CLINIC BOARD OF GOVERNORS, AN EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, BROAD AUTHORITY TO EXERCISE THE POWERS OF THE BOARD OF TRUSTEES WITHIN CERTAIN LIMITATIONS OF TIME AND TOPIC. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUAL(S) IS/ARE EMPLOYED BY A RELATED ORGANIZATION: DAHLEN, DENNIS E., UHLENKAMP, SUSAN M., NOSEWORTHY M.D., JOHN H., NORBY, MARK L., MURPHY, JOSHUA B., HUBERT, SHERRY L., FROISLAND, JEFFREY R., FRANCIS, JAMES R., BROWN, WILLIAM A., BOLTON, JEFFREY W., ADKINS JR.,KEDRICK D., WEBER, JOAN A., RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL(S) WHO IS/ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: ZORN, CHRISTINA K., MENKOSKY, PAULA E., HOFFMAN III, HARRY N., MURPHY, JOSHUA B., HUBERT, SHERRY L., FROISLAND, JEFFREY R., FRANCIS, JAMES R., BROWN, WILLIAM A., ADKINS JR.,KEDRICK D., THE FOLLOWING INDIVIDUAL(S) IS/ARE EMPLOYED BY A RELATED ORGANIZATION: MENKOSKY, PAULA E., KRAHN M.D., LOIS E., DECKER M.D., WYATT W., RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL(S) WHO IS/ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: MENKOSKY, PAULA E., KRAHN M.D., LOIS E., DECKER M.D., WYATT W., FROISLAND, JEFFREY R., THE FOLLOWING INDIVIDUAL(S) IS/ARE EMPLOYED BY A RELATED ORGANIZATION: ZORN, CHRISTINA K., LOCKETT, KEVIN M., FARRUGIA M.D., GIANRICO, BUSKIRK M.D., STEVEN J., RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL(S) WHO IS/ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: ZORN, CHRISTINA K., LOCKETT, KEVIN M., FARRUGIA M.D., GIANRICO, BUSKIRK M.D., STEVEN J., ********************** HOFFMAN III, HARRY N., HAEFLINGER, RICKY J., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF BWL HOLDINGS, INC, A RELATED TAXABLE ENTITY. HUBERT, SHERRY L., HAYES M.D., DAVID L., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO CLINIC SUPPORT SERVICES, TEXAS, A RELATED TAXABLE ENTITY. MENKOSKY, PAULA E., FROISLAND, JEFFREY R., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION, A RELATED TAXABLE ENTITY. MURPHY, JOSHUA B., HUBERT, SHERRY L., ADKINS JR., KEDRICK D., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO HOLDING COMPANY, A RELATED TAXABLE ENTITY. HOFFMAN III, HARRY N., FROISLAND, JEFFREY R., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO INSURANCE COMPANY, LTD, A RELATED TAXABLE ENTITY. UHLENKAMP, SUSAN M., HOFFMAN III, HARRY N., HAEFLINGER, RICKY J., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF LATIGO PETROLEUM, A RELATED TAXABLE ENTITY. FORM 990, PART VI, SECTION A, LINE 3 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH AND OTHER RELATED COMPANIES PROVIDE MANAGEMENT SERVICES TO THE ENTIRE SYSTEM OF ENTITIES WHICH WOULD INCLUDE THE FILING ORGANIZATION. SINCE THE ENTITIES ARE RELATED ORGANIZATIONS, COMPENSATION FOR THE OFFICERS, DIRECTORS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES HAS BEEN DISCLOSED IN PART VII AND SCHEDULE J AS REQUIRED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT AND IS REVIEWED BY THE TAX DIRECTOR. IT IS THEN REVIEWED BY THE CHAIR OF FINANCE MAYO CLINIC IN THE MIDWEST, CHAIR OF FINANCIAL AND ACCOUNTING SERVICES, CHAIR AND VICE CHAIR OF FINANCIAL REPORTING, THE CHIEF FINANCIAL OFFICER, THE CHAIR OF DEVELOPMENT, GENERAL COUNSEL, THE CHIEF ADMINISTRATIVE OFFICER, AND THE CHIEF EXECUTIVE OFFICER. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF MAYO CLINIC'S GOVERNING BODY VIA US MAIL, E-MAIL, OR DISTRIBUTION AT A BOARD MEETING. 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. THIS POLICY APPLIES TO THE ORGANIZATION'S DISREGARDED ENTITY. FORM 990, PART VI, SECTION B, LINE 15B MAYO CLINIC AND ITS AFFILIATES HAVE A COORDINATED PROCESS FOR REVIEWING AND APPROVING COMPENSATION AND BENEFITS FOR PHYSICIANS, SCIENTISTS, EXECUTIVE AND SENIOR ADMINISTRATIVE LEADERSHIP, ALONG WITH ALLIED HEALTH STAFF. IN ADDITION TO ANY REVIEW AND APPROVAL THAT MAY TAKE PLACE AT THE LOCAL ENTITY OR REGIONAL LEVEL, THE FOLLOWING INDEPENDENT APPROVAL PROCESS OCCURS ANNUALLY PRIOR TO IMPLEMENTATION OF THE RESPECTIVE COMPENSATION INCREASE. THE COMPENSATION AND BENEFITS OF THE CHIEF EXECUTIVE OFFICER (CEO) WAS REVIEWED AND APPROVED BY THE PROCESS DESCRIBED BELOW FOR EXECUTIVE LEADERSHIP. THE COMPENSATION AND BENEFITS OF THE EXECUTIVE LEADERSHIP FOR ALL CAMPUSES, INCLUDING THE MAYO CLINIC HEALTH SYSTEM LOCATIONS, ARE REVIEWED AND APPROVED BY THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE. THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE IS COMPRISED OF NINE OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. THIS GROUP REVIEWS AND APPROVES THE COMPENSATION AND BENEFIT PROGRAMS FOR PHYSICIANS AND SCIENTISTS FROM ALL CAMPUSES, 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 MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING 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. THE COMPENSATION AND BENEFIT PROGRAM OF THE CHIEF INVESTMENT OFFICER WAS REVIEWED AND APPROVED BY THE PROCESS DESCRIBED BELOW FOR SENIOR ADMINISTRATIVE LEADERSHIP. THE COMPENSATION AND BENEFIT PROGRAMS FOR SENIOR ADMINISTRATIVE LEADERSHIP FOR ALL CAMPUSES, INCLUDING THE MAYO CLINIC HEALTH SYSTEM LOCATIONS, ARE REVIEWED AND APPROVED BY THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE. THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE IS COMPRISED OF NINE OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. THIS GROUP REVIEWS AND APPROVES THE COMPENSATION AND BENEFIT PROGRAMS FOR PHYSICIANS AND SCIENTISTS FROM ALL CAMPUSES, 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. FORM 990, PART VI, SECTION C, LINE 19 MAYO CLINIC'S ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE SECRETARY OF STATE'S OFFICE OR UPON REQUEST FROM MAYO CLINIC. BYLAWS AND OTHER GOVERNANCE DOCUMENTS ARE AVAILABLE UPON REQUEST FOR PURPOSES THAT MAYO CLINIC DEEMS APPROPRIATE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON MAYO CLINIC'S WEBSITE OR UPON REQUEST. MAYO CLINIC'S CONSOLIDATED FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE AVAILABLE UPON REQUEST OR THROUGH THE MINNESOTA ATTORNEY GENERAL'S OFFICE. FORM 990, PART IX, LINE 11G I/C PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 640,588,160. MANAGEMENT AND GENERAL EXPENSES 429,462,374. FUNDRAISING EXPENSES 4,520,589. TOTAL EXPENSES 1,074,571,123. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 223,596,643. MANAGEMENT AND GENERAL EXPENSES 16,525,590. FUNDRAISING EXPENSES 3,765,942. TOTAL EXPENSES 243,888,175. FORM 990, PART XI, LINE 9: RETURN OF CAPITAL FROM TAXABLE SUBSIDIARY 10,000,000. PENSION-POST RETIREMENT (PER FASB ASC 715) -621,905,428. REFUNDS OF CONTRIBUTIONS -108,800. LOSSES ON UNCOLLECTIBLE PLEDGES -3,006,672. MAYO COLLABORATIVE SERVICES LLC 200 FIRST STREET SW ROCHESTER MN 55905 411346366 REFERENCE LAB SERVICES MN 640726602 382389617 MAYO CLINIC JOHN E HERMAN HOME AND TREATMENT FACILITY LLC 200 FIRST STREET SW ROCHESTER MN 55905 824183345 PROPERTY HOLDING COMPANY MN 0 0 MAYO CLINIC BLOOMER LAKEVIEW INC 2110 DUNCAN ROAD BLOOMER WI 54724 391450617 LOW INCOME HOUSING WI 501(C)(3) 7 MCHS--CHIPPEWA VALLEY INC 1 CHARTERHOUSE INC 200 FIRST STREET SW ROCHESTER MN 55905 411405254 RETIREMENT LIVING CENTER MN 501(C)(3) 10 MAYO CLINIC 1 DESTINATION MEDICAL CENTER EDA 50 SOUTH SIXTH STREET SUITE 1500 MINNEAPOLIS MN 554021498 464893585 ECONOMIC DEVELOPMENT MN 501(C)(3) 12-I MAYO CLINIC 1 GOLD CROSS AMBULANCE SERVICE 200 FIRST STREET SW ROCHESTER MN 55905 411917516 AMBULANCE SERVICE MN 501(C)(3) 10 MFMER 1 LUTHER LAKESIDE APARTMENTS INC PO BOX 1510 EAU CLAIRE WI 54702 391409024 LOW INCOME HOUSING FOR ELDERLY WI 501(C)(3) 10 MCHS--NORTHWEST WISCONSIN REGION INC 1 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 PATIENT CARE - 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(F/K/A CAVALRY CLO III, LTD.) AND CAVALRY CLO IV, LTD. ARE BASED ON GROSS YEAR-END ASSETS, WHICH SIGNIFICANTLY OVERSTATES OUR SHARE OF THE VALUE OF THE OVERALL INVESTMENT. OUR SHARE OF THE VALUE OF THE ORGANIZATIONS IS $23,442,463 FOR BAIN CAPITAL CREDIT CLO 2017-2, LTD. (F/K/A CAVALRY CLO III, LTD.) AND $41,385,049 FOR CAVALRY CLO IV, LTD.