2016-11-11T08:50:06-06:00 2015-12-31 990 2015-01-01 411862132 MAYO CLINIC HEALTH SYSTEM - OWATONNA MAYO 5075381297 2200 26TH STREET NW OWATONNA MN 55060 JAMES J TARASOVITCH REGION CFO 5073852646 2016-11-11 2015 2017-02-10 21:41:12Z DAVID C AGERTER MD 2200 26TH STREET NW OWATONNA MN 55060 84353353 0 5983 X WWW.MAYOCLINICHEALTHSYSTEM.ORG X 1997 MN OPERATION OF MEDICAL CLINICS 11 4 945 4 90568 73985 352985 391555 88820786 82928883 79487 407157 115841 196009 89369099 83923604 28846 67494 0 0 50413009 42859755 0 0 0 33864008 36562890 84305863 79490139 5063236 4433465 66790888 76012930 9783614 14676292 57007274 61336638 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 69247487 67494 82986396 PATIENT CARE (SEE SCHEDULE O):PATIENT CARE:MAYO CLINIC HEALTH SYSTEM - OWATONNA (MCHS-OWATONNA) IS A MEMBER OF THE MAYO CLINIC HEALTH SYSTEM. MAYO CLINIC HEALTH SYSTEM IS A FAMILY OF CLINICS, HOSPITALS AND HEALTH CARE FACILITIES SERVING COMMUNITIES IN MINNESOTA, IOWA, WISCONSIN AND GEORGIA. AS PART OF MAYO CLINIC, THE HEALTH SYSTEM OFFERS CARE DESIGNED FOR THE WHOLE BODY CLOSE TO THE PATIENT'S HOME, WHEN THEY NEED IT. A MULTIDISCIPLINARY TEAM OF EXPERTS HAS READY ACCESS TO KNOWLEDGE, RESOURCES, AND EXPERTISE OF MAYO CLINIC AND COLLABORATES ON PROVIDING EXACTLY THE CARE THE PATIENT NEEDS. MAYO CLINIC HEALTH SYSTEM SITES EMPLOY APPROXIMATELY 1,000 PHYSICIANS AND 15,000 ALLIED HEALTH STAFF. IN ADDITION, MAYO CLINIC PHYSICIANS FROM MULTIPLE SPECIALTIES REGULARLY SEE PATIENTS AT HEALTH SYSTEM FACILITIES. BESIDES HAVING HEALTH CARE FACILITIES IN MORE THAN 60 COMMUNITIES, MAYO CLINIC HEALTH SYSTEM INCLUDES 19 OWNED HOSPITALS, TWO OWNED NURSING HOMES, PHYSICIAN SERVICE AGREEMENTS WITH ONE ADDITIONAL HOSPITAL, AND CONTRACT MANAGEMENT AGREEMENTS WITH TWO ADDITIONAL HOSPITALS AND ONE NURSING HOME. SINCE ITS INCEPTION IN 1992, MAYO CLINIC HEALTH SYSTEM HAS GROWN INTO ONE OF THE MOST SUCCESSFUL REGIONAL HEALTH CARE SYSTEMS IN THE UNITED STATES. MORE THAN 600,000 UNIQUE PATIENTS ACCOUNT FOR MORE THAN 2.6 MILLION VISITS ANNUALLY IN MAYO CLINIC HEALTH SYSTEM. IT IS ALSO A NATIONAL LEADER IN QUALITY AND SAFETY EFFORTS. AS PART OF THE MAYO CLINIC HEALTH SYSTEM, MCHS-OWATONNA IS ORGANIZED AND OPERATED AS A NONPROFIT MULTI-SPECIALTY CLINIC PROVIDING HEALTH CARE SERVICES AT ITS MAIN CLINIC FACILITIES IN OWATONNA AND FARIBAULT, MINNESOTA. MCHS-OWATONNA STAFF INCLUDES PHYSICIANS IN A VARIETY OF SPECIALTY FIELDS INCLUDING: FAMILY MEDICINE, INTERNAL MEDICINE, GENERAL SURGERY, OBSTETRICS/GYNECOLOGY, DERMATOLOGY, OTOLARYNGOLOGY, OPHTHALMOLOGY, ORTHOPEDICS, PEDIATRICS, PLASTIC & RECONSTRUCTIVE SURGERY, UROLOGY, URGENT CARE AND EMERGENCY MEDICINE. MCHS-OWATONNA OFFERS COMPREHENSIVE LABORATORY, DIAGNOSTIC, PAIN MANAGEMENT AND INFUSION THERAPY SERVICES LIKE CHEMOTHERAPY FOR AREA CANCER PATIENTS. SPECIALTY PHYSICIANS IN GENERAL SURGERY, OBSTETRICS, OTOLARYNGOLOGY AND ORTHOPEDIC SURGERY SEE PATIENTS AT OTHER AREA CLINICS AND HOSPITALS PROVIDING SPECIALTY CARE AND CRITICAL ON-CALL SUPPORT. THE HOSPITALS THAT BENEFIT FROM THIS CARE AND ON-CALL SUPPORT ARE EXEMPT UNDER SECTION 501(C)(3) OF THE CODE, AND MANY ARE RELATED HOSPITALS IN THE MAYO CLINIC HEALTH SYSTEM.A TEAM OF OUTREACH SPECIALISTS FROM MAYO CLINIC SEE PATIENTS LOCALLY, PROVIDING CONSULTATION AND CARE IN CARDIOLOGY, ONCOLOGY, NEUROLOGY, NEPHROLOGY, AND DIALYSIS.MCHS-OWATONNA RECORDED 152,573 PRIMARY CARE VISITS AND 286,782 RADIOLOGY AND LAB TESTS FOR 2015.CHARITY CARE: MCHS-OWATONNA PROVIDES A VARIETY OF FINANCIAL ASSISTANCE OPTIONS TO PATIENTS WHO MEET ESTABLISHED CRITERIA. SERVICES ARE ALSO PROVIDED TO BOTH MEDICARE AND MEDICAID PATIENTS AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. THE COST OF CHARITY CARE PROVIDED DURING 2015 WAS APPROXIMATELY $900,000. THE COST OF UNCOMPENSATED MEDICAID FOR 2015 WAS APPROXIMATELY $7,607,000. THIS AMOUNT INCLUDES MNCARE TAX OF $1,301,748 (A PROGRAM THAT PROVIDES HEALTHCARE FOR LOW INCOME POPULATIONS). THE UNREIMBURSED COST OF MEDICARE WAS APPROXIMATELY $13,010,000.MCHS-OWATONNA ALSO LEASES SPACE AND PROVIDES SUPPORT SERVICES TO AFFILIATED ORGANIZATIONS TO HELP FURTHER THEIR EXEMPT PURPOSE RELATED TO PATIENT CARE.COMMUNITY INVOLVEMENT & EDUCATION:6 FREE COMMUNITY HEALTH EDUCATION PROGRAMS WERE PROVIDED BY MCHS-OWATONNA IN 2015. ADDITIONAL PROGRAMS PROVIDED IN 2015 INCLUDE:-HAVE A SAFE SUMMER PROGRAM-WOMEN'S HEALTH DAY-RICE AND STEELE COUNTY RELAY FOR LIFE-SPORTS SCREENINGS-ORTHOPEDIC SEMINAR-ON THE MOVE COMMUNITY WELLNESS WALKING PROGRAMMCHS-OWATONNA PHYSICIANS PROVIDE MEDICAL COVERAGE AT LOCAL HIGH SCHOOLS SPORTING EVENTS, ALONG WITH SPORTS SCREENINGS TO AREA STUDENTS AT NO CHARGE.DURING 2015, MCHS-OWATONNA MADE DONATIONS TOTALING OVER $67,000 TO VARIOUS CHARITABLE AND COMMUNITY ORGANIZATIONS. MCHS-OWATONNA PROVIDED CLINICAL EXPERIENCE FOR NURSING AND HEALTH-RELATED CAREERS THROUGH A PARTNERSHIP WITH A LOCAL COMMUNITY COLLEGE. 69247487 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 0 0 945 1 1 1 0 0 0 0 0 0 0 0 0 X 11 4 1 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 0 1 1 MN X MAYO CORPORATE TAX UNIT 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 AGERTER MD DAVID C DIRECTOR/REGION CEO 1.00 40.00 X X 0 597592 26206 BERG DAVID W DIRECTOR/SECRETARY 40.00 0.00 X X 241253 0 67585 BUNKERS MD BRIAN E DIRECTOR/CHAIR/CEO 40.00 0.00 X X 371934 0 68617 CROCKETT ERIC D DIRECTOR 1.00 40.00 X 0 180290 37395 GROFF STAN DIRECTOR/VICE CHAIR 1.00 0.00 X X 0 0 0 HERZOG JAMES DIRECTOR 1.00 0.00 X 0 0 0 HOWELL MD THOMAS G DIRECTOR 40.00 0.00 X 470334 0 67909 LARSON BARB DIRECTOR 1.00 0.00 X 0 0 0 MCGRAW COLLEEN DIRECTOR/TREASURER 1.00 0.00 X X 0 0 0 PLATE MD REINOLD H DIRECTOR 40.00 0.00 X 315312 0 70436 WALLNER MD DIANE E DIRECTOR 40.00 0.00 X 334080 0 73398 WRAY-RAABOLLE MD JASON T DIRECTOR 40.00 0.00 X 327373 0 55679 KOCH MARK B ASSISTANT SECRETARY 1.00 40.00 X 0 483196 23677 PARKS DOUGLAS A REGION CAO 1.00 40.00 X 0 239099 50017 TARASOVITCH JAMES J REGION CFO 1.00 40.00 X 0 309144 66950 IVANCE MD DAVID W PHYSICIAN 40.00 0.00 X 702264 0 61238 PENN MD DAVID M PHYSICIAN 40.00 0.00 X 645416 0 52916 PERKINSON MD SCOTT G PHYSICIAN 40.00 0.00 X 803265 0 45198 STEINLE MD JASON W PHYSICIAN 40.00 0.00 X 650020 0 49758 WRISTON MD COOPER C PHYSICIAN 40.00 0.00 X 686613 0 31315 JOHNSON KRISTIN S FORMER OFFICER 0.00 40.00 X 0 176290 41632 PALEY MD KEITH H FORMER OFFICER 40.00 0.00 X 485162 0 67933 STENSVOLD BEVERLY A FORMER OFFICER 40.00 0.00 X 39784 99044 41094 BLOMQUIST MD KARL L FORMER KEY EMPLOYEE 40.00 0.00 X 289253 0 73028 GRIFFIN MD LORRAINE J FORMER KEY EMPLOYEE 40.00 0.00 X 286792 0 40003 HELLSTERN DAVID A FORMER KEY EMPLOYEE 40.00 0.00 X 171623 0 49120 HUANG MD ALLEN T FORMER KEY EMPLOYEE 40.00 0.00 X 475445 0 69738 MULET MD MIGUEL E FORMER KEY EMPLOYEE 40.00 0.00 X 560399 0 70556 PALEY MD DANIEL S FORMER KEY EMPLOYEE 40.00 0.00 X 487997 0 63306 SANDHOFER MD CHARLES R FORMER KEY EMPLOYEE 40.00 0.00 X 271202 0 62740 SNEIDERS MD ALEX FORMER KEY EMPLOYEE 40.00 0.00 X 381544 0 75626 8997065 2084655 1503070 89 1 1 0 MAYO CLINIC HEALTH SYSTEM-ALBERT LEA AND 1000 FIRST DRIVE NW AUSTIN MN 55912 PURCHASED SERVICES 6469982 MAYO FND FOR MEDICAL EDUCATION AND RESEA 200 FIRST STREET SW ROCHESTER MN 55905 PURCHASING AGENT 1829144 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 MEDICAL & ADMIN SERVICE 1197141 ALLINA HEALTH SYSTEM 2250 26TH STREET NW OWATONNA MN 55060 MEDICAL SERVICES 475268 TOP-NOTCH CLEANING INC 785 22ND ST SE OWATONNA MN 55060 PURCHASED SERVICES 296774 9 391555 391555 NET PATIENT REVENUE 621110 80288250 80288250 SHARED SERVICES 561000 2594958 1203082 1391876 RENTAL FROM AFFILIATES 531120 45675 45675 82928883 409091 409091 115964 343719 156114 253151 -40150 90568 50418 90568 -40150 18550 20484 -1934 -1934 -1934 MEDICAL DIRECTOR FEES 541900 88078 88078 MISC. REVENUE 900099 57321 57321 MEDICAL RECORDS 541900 192 192 145591 83923604 81594520 90568 1846961 X 67494 67494 2463909 1973406 490503 6260173 5997243 262930 26713805 26337917 375888 2987447 2945411 42036 2535175 2499503 35672 1899246 1872522 26724 2700 2700 4844 4844 226 226 19806271 13069214 6737057 9482 4233 5249 774777 495985 278792 369096 7236 361860 39 39 1637289 1011833 625456 562731 477366 85365 36042 15201 20841 1572333 1156624 415709 423593 30923 392670 UNRELATED BUSINESS INCO 30076 30076 MEDICAL SUPPLIES 7579820 7579820 BAD DEBT EXPENSE 2187162 2175172 11990 MN CARE TAX 1301748 1301748 264661 225671 38990 79490139 69247487 10242652 0 1802 1552 9606 0 12344501 10800658 274444 197751 610210 369602 381490 98470 39191251 18834594 21375057 20356657 1165788 30625376 38621391 2614 5566849 66790888 76012930 7808284 2309851 59660 0 1915670 12366441 9783614 14676292 X 57007274 61336638 57007274 61336638 66790888 76012930 4433465 -104101 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1562494 1562494 28353714 12400608 15953106 253151 8708201 6433986 2527366 313691 313691 20356657 MAYO POOLED INVESTMENTS 38258690 F SHARED HEALTH SERVICES, LLC 178531 F REHAB ONE CENTER, LLC 93121 F HEALTHCARE CAMPUS IMAGING ONE, LLC 62238 F CT ONE, LLC 28811 F 38621391 DUE FROM AFFILIATES 3785633 DEFERRED COMPENSATION 1781216 5566849 1267 DUE TO AFFILIATES 10583958 DEFERRED COMPENSATION LIABILITY 1781216 12366441 X PART X, LINE 2: AT DECEMBER 31, 2015 AND 2014, THE RESERVE FOR UNRECOGNIZED TAX BENEFITS WAS NOT SIGNIFICANT, AND AS A RESULT, THERE IS NO RESERVE FOR UNRECOGNIZED TAX BENEFITS RECORDED FOR THE FILING ORGANIZATION. 1 UNITED WAY OF STEELE COUNTY 110 N CEDAR AVE OWATONNA MN 55060 237366680 501(C)(3) 18000 SUPPORT CHARITABLE PROGRAMS STEEL COUNTY SOIL & WATER CONSERVATION DISTRICT 235 CEDARDALE DR SE OWATONNA MN 55060 416027442 STATE OF MN 12966 GENERAL SUPPORT HEALTHFINDERS COLLABORATIVE INC PO BOX 731 NORTHFIELD MN 55057 201805262 501(C)(3) 7000 SUPPORT CHARITABLE PROGRAMS 3 0 PART I, LINE 2: THE FILING ORGANIZATION CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY WITH PROGRAMS THAT ENHANCE THE MISSION OF THE FILING ORGANIZATION. THE FILING ORGANIZATION ONLY CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY THAT ADDRESS UNMET OR UNDER-FUNDED COMMUNITY NEEDS IN THE AREAS OF HEALTHCARE, EDUCATION, RESEARCH, DIVERSITY, AND EQUALITY OF OPPORTUNITY. NO ADDITIONAL MONITORING IS PERFORMED. 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. 0 1 0 0 0 0 0 0 0 AGERTER MD DAVID C DIRECTOR/REGION CEO 0 523301 0 0 0 74291 0 10639 0 15567 0 623798 0 0 BERG DAVID W DIRECTOR/SECRETARY 239186 0 0 0 2067 0 44229 0 23356 0 308838 0 0 0 BUNKERS MD BRIAN E DIRECTOR/CHAIR/CEO 369707 0 0 0 2227 0 48050 0 20567 0 440551 0 0 0 CROCKETT ERIC D DIRECTOR 0 170552 0 0 0 9738 0 16777 0 20618 0 217685 0 0 HOWELL MD THOMAS G DIRECTOR 432527 0 0 0 37807 0 43190 0 24719 0 538243 0 0 0 PLATE MD REINOLD H DIRECTOR 309162 0 0 0 6150 0 49892 0 20544 0 385748 0 0 0 WALLNER MD DIANE E DIRECTOR 285354 0 75 0 48651 0 45787 0 27611 0 407478 0 0 0 WRAY-RAABOLLE MD JASON T DIRECTOR 309571 0 50 0 17752 0 36639 0 19040 0 383052 0 0 0 KOCH MARK B ASSISTANT SECRETARY 0 446213 0 0 0 36983 0 10710 0 12967 0 506873 0 0 PARKS DOUGLAS A REGION CAO 0 236962 0 0 0 2137 0 28462 0 21555 0 289116 0 0 TARASOVITCH JAMES J REGION CFO 0 301807 0 0 0 7337 0 47461 0 19489 0 376094 0 0 IVANCE MD DAVID W PHYSICIAN 665541 0 50 0 36673 0 38905 0 22333 0 763502 0 0 0 PENN MD DAVID M PHYSICIAN 644494 0 50 0 872 0 29026 0 23890 0 698332 0 0 0 PERKINSON MD SCOTT G PHYSICIAN 772736 0 0 0 30529 0 20273 0 24925 0 848463 0 0 0 STEINLE MD JASON W PHYSICIAN 648420 0 50 0 1550 0 39341 0 10417 0 699778 0 0 0 WRISTON MD COOPER C PHYSICIAN 660650 0 50 0 25913 0 22622 0 8693 0 717928 0 0 0 JOHNSON KRISTIN S FORMER OFFICER 0 174968 0 0 0 1322 0 28673 0 12959 0 217922 0 0 PALEY MD KEITH H FORMER OFFICER 463080 0 50 0 22032 0 44212 0 23721 0 553095 0 0 0 STENSVOLD BEVERLY A FORMER OFFICER 39205 87609 0 0 579 11435 816 18793 6296 15189 46896 133026 0 0 BLOMQUIST MD KARL L FORMER KEY EMPLOYEE 285616 0 50 0 3587 0 55646 0 17382 0 362281 0 0 0 GRIFFIN MD LORRAINE J FORMER KEY EMPLOYEE 285009 0 50 0 1733 0 37463 0 2540 0 326795 0 0 0 HELLSTERN DAVID A FORMER KEY EMPLOYEE 167582 0 0 0 4041 0 32716 0 16404 0 220743 0 0 0 HUANG MD ALLEN T FORMER KEY EMPLOYEE 442759 0 50 0 32636 0 46188 0 23550 0 545183 0 0 0 MULET MD MIGUEL E FORMER KEY EMPLOYEE 489055 0 0 0 71344 0 47646 0 22910 0 630955 0 0 0 PALEY MD DANIEL S FORMER KEY EMPLOYEE 479703 0 50 0 8244 0 42096 0 21210 0 551303 0 0 0 SANDHOFER MD CHARLES R FORMER KEY EMPLOYEE 261981 0 50 0 9171 0 44594 0 18146 0 333942 0 0 0 SNEIDERS MD ALEX FORMER KEY EMPLOYEE 373907 0 0 0 7637 0 51383 0 24243 0 457170 0 0 0 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. 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). STARTING JANUARY 1, 2011, ALL SRP BENEFITS ARE PAID AS AN ANNUAL TAXABLE CASH PAYMENT. THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). AGERTER M.D., DAVID C. $67,586 BLOMQUIST M.D., KARL L. $ 0 BUNKERS M.D., BRIAN E. $ 0 GRIFFIN M.D., LORRAINE J. $ 0 HOWELL M.D., THOMAS G. $35,705 KOCH, MARK B. $33,730 MULET M.D., MIGUEL E. $ 0 PALEY M.D., DANIEL S. $ 0 PALEY M.D., KEITH H. $ 0 PENN M.D., DAVID M. $ 0 PERKINSON M.D., SCOTT G. $ 0 PLATE M.D., REINOLD H. $ 0 SANDHOFER M.D., CHARLES R. $ 0 SNEIDERS M.D., ALEX $ 0 STEINLE M.D., JASON W. $ 0 TARASOVITCH, JAMES J. $ 0 WALLNER M.D., DIANE E. $ 0 WRAY-RAABOLLE M.D., JASON T. $ 0 WRISTON, M.D., COOPER C. $ 0 THE FILING ORGANIZATION HAD A NONQUALIFIED DEFERRED COMPENSATION PLAN PRIOR TO CONVERTING TO AN ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UPON CONVERSION IN 2011, THE NONQUALIFIED DEFERRED COMPENSATION PLAN WAS FROZEN AND TRANSFERRED TO A RELATED TAXABLE ENTITY. PAYMENTS FROM THE PLAN WILL CONTINUE TO BE MADE TO THE FORMER PARTICIPTANTS AS THEY BECOME ELIGIBLE. THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT FROM THE NONQUALIFIED DEFERRED COMPENSATION PLAN. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). ALLEN T. HUANG, M.D. $30,534 IVANCE M.D., DAVID W. $ 5,286 PART II: COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. KARI S BUNKERS MD FAMILY MEMBER OF DIRECTOR BRIAN BUNKERS M.D. 389022 EMPLOYMENT 0 RICHARD L GRIFFIN MD FAMILY MEMBER OF FORMER KEY EMPLOYEE LORRAINE GRIFFIN M.D. 380986 EMPLOYMENT 0 ANN E SNEIDERS MD FAMILY MEMBER OF FORMER KEY EMPLOYEE ALEX SNEIDERS M.D. 229642 EMPLOYMENT 0 MICHAEL S SCHOENEMAN MD FAMILY MEMBER OF DIRECTOR DIANE WALLNER M.D. 202030 EMPLOYMENT 0 LINDA M WALLNER MD FAMILY MEMBER OF DIRECTOR DIANE WALLNER M.D. 207191 EMPLOYMENT 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUAL(S) IS/ARE EMPLOYED BY A RELATED ORGANIZATION: TARASOVITCH, JAMES 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: KOCH, MARK B. FORM 990, PART VI, SECTION A, LINE 3 MAYO CLINIC, MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH, AND OTHER RELATED COMPANIES PROVIDE MANAGEMENT SERVICES TO THE ENTIRE SYSTEM OF ENTITIES. 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 A, LINE 6 THE SOLE CORPORATE MEMBER IS MAYO CLINIC. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS ARE ELECTED OR REMOVED BY THE SOLE CORPORATE MEMBER, SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS. THE COMMUNITY DIRECTORS ARE NOMINATED BY A NOMINATING COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN TRANSACTIONS REQUIRE APPROVAL BY THE MEMBER BEFORE ACTION CAN BE TAKEN SUCH AS AMENDMENT TO THE ARTICLES AND BYLAWS, MERGER OR OTHER RESTRUCTURING, AND INCURRENCE OF DEBT. FORM 990, PART VI, SECTION A, LINE 8B THE FILING ORGANIZATION HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM SITE ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT. IT IS THEN REVIEWED BY THE REGION CHIEF FINANCIAL OFFICER AND FINANCE DIRECTOR, ALONG WITH SITE 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. 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, 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 SALARIES AND BENEFIT PROGRAMS OF THE CHIEF EXECUTIVE OFFICER (CEO) AND THE CHIEF ADMINISTRATIVE OFFICER (CAO) WERE 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 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 THE FILING ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND ALSO ON THE MAYOCLINIC.ORG WEBSITE. FORM 990, PART IX, LINE 11G IC PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 9,162,740. MANAGEMENT AND GENERAL EXPENSES 6,416,855. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,579,595. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 3,906,474. MANAGEMENT AND GENERAL EXPENSES 320,202. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,226,676. FILING OF CERTAIN FOREIGN FORMS DISCLOSURE STATEMENT RELATED TO FORMS 5713: FORM 5713 HAS BEEN FILED BY THE FOLLOWING MEMBERS OF THE CONTROLLED GROUP: MAYO CLINIC (EIN: 41-6011702) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (EIN: 41-1506440) DISCLOSURE STATEMENT RELATED TO FORMS 5471: UNDER THE CONSTRUCTIVE OWNERSHIP RULES OF IRC SECTIONS 958(A) AND (B), THE TAXPAYER IS REQUIRED TO FILE FORMS 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS, AS A CATEGORY 4 AND 5 FILER WITH RESPECT TO CERTAIN CONTROLLED FOREIGN CORPORATIONS (CFCS). THESE FILING REQUIREMENTS ARE OR WILL BE SATISFIED THROUGH THE FILING OF FORMS 5471 FOR THESE CFCS BY OTHER U.S. TAXPAYERS IDENTIFIED BELOW WHO HAVE THE SAME FILING REQUIREMENT. TAXPAYER NAME: MAYO CLINIC ADDRESS: 200 FIRST STREET SW, ROCHESTER, MN 55905 ID NUMBER OF U.S. TAX RETURN WITH WHICH FORM 5471 WAS FILED: 41-6011702 IRS SERVICE CENTER WHERE U.S. TAX RETURN WAS OR WILL BE FILED: E-FILED TAXPAYER NAME: MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH ADDRESS: 200 FIRST STREET SW, ROCHESTER, MN 55905 ID NUMBER OF U.S. TAX RETURN WITH WHICH FORM 5471 WAS FILED: 41-1506440 IRS SERVICE CENTER WHERE U.S. TAX RETURN WAS OR WILL BE FILED: E-FILED DISCLOSURE STATEMENT RELATED TO FORMS 8865: UNDER THE CONSTRUCTIVE OWNERSHIP RULES OF IRC SECTIONS 958(A) AND (B), THE TAXPAYER IS REQUIRED TO FILE FORMS 8865, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS, AS A CATEGORY 2 AND 3 FILER. THESE FILING REQUIREMENTS ARE OR WILL BE SATISFIED THROUGH THE FILING OF FORMS 8865 FOR THESE PARTNERSHIPS BY OTHER U.S. TAXPAYERS IDENTIFIED BELOW WHO HAVE THE SAME FILING REQUIREMENT. TAXPAYER NAME: MAYO CLINIC ADDRESS: 200 FIRST STREET SW, ROCHESTER, MN 55905 ID NUMBER OF U.S. TAX RETURN WITH WHICH FORM 8865 WAS FILED: 41-6011702 IRS SERVICE CENTER WHERE U.S. TAX RETURN WAS OR WILL BE FILED: E-FILED 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) 9 MAYO CLINIC 1 DESTINATION MEDICAL CENTER EDA 50 SOUTH SIXTH STREET SUITE 1500 MINNEAPOLIS MN 554021498 464893585 ECONOMIC DEVELOPMENT MN 501(C)(3) 11-I MAYO CLINIC 1 GOLD CROSS AMBULANCE SERVICE 200 FIRST STREET SW ROCHESTER MN 55905 411917516 AMBULANCE SERVICE MN 501(C)(3) 9 MFMER 1 LUTHER LAKESIDE APARTMENTS INC PO BOX 1510 EAU CLAIRE WI 54702 391409024 LOW INCOME HOUSING FOR ELDERLY WI 501(C)(3) 9 MCHS--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 PATIENT CARE - CLINIC MN 501(C)(3) 9 N/A 1 MAYO CLINIC ARIZONA 13400 EAST SHEA BOULEVARD 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 HOSPITAL -- ROCHESTER 200 FIRST STREET SW ROCHESTER MN 55905 410944601 HOSPITAL MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 593337028 PATIENT CARE - CLINIC FL 501(C)(3) 7 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 MAYO CLINIC STIFTUNG 60486 FRANKFURT AM MAIN FRANKFURT GM FUNDRAISING FOUNDATION GM MFMER 1 MCHS IN WAYCROSS INC 1900 TEBEAU STREET WAYCROSS GA 31501 581667166 HOSPITAL GA 501(C)(3) 3 MAYO CLINIC JACKSONVILLE 1 MCHS--ALBERT LEA AND AUSTIN 1000 FIRST DRIVE NW AUSTIN MN 55912 411404075 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MCHS--AUSTIN FOUNDATION 1000 FIRST DRIVE NW AUSTIN MN 55912 300107471 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--ALBERT LEA AND AUSTIN 1 MCHS--CANNON FALLS 32021 COUNTY ROAD 24 BLVD CANNON FALLS MN 55009 204156428 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MCHS--CHIPPEWA VALLEY INC 1501 THOMPSON STREET BLOOMER WI 54724 390980343 HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC 1 MCHS--EAU CLAIRE CLINIC INC 733 W CLAIREMONT AVE PO BOX 1510 EAU CLAIRE WI 54702 391735831 PATIENT CARE - CLINIC WI 501(C)(3) 3 MAYO CLINIC 1 MCHS--EAU CLAIRE FOUNDATION INC 733 W CLAIREMONT AVE PO BOX 1510 EAU CLAIRE WI 54702 391633407 GRANTMAKING FOUNDATION WI 501(C)(3) 11-I MCHS--EAU CLAIRE CLINIC INC 1 MCHS--EAU CLAIRE HOSPITAL INC 1221 WHIPPLE STREET EAU CLAIRE WI 54703 390813418 HOSPITAL WI 501(C)(3) 3 MAYO CLINIC 1 MCHS--FAIRMONT 800 MEDICAL CENTER DRIVE PO BOX 800 FAIRMONT MN 56031 410760836 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MCHS--FRANCISCAN HEALTHCARE FOUNDATION INC 700 WEST AVE SOUTH LA CROSSE WI 54601 391186647 FUNDRAISING FOUNDATION WI 501(C)(3) 7 MCHS--FRANCISCAN HEALTHCARE INC 1 MCHS--FRANCISCAN HEALTHCARE INC 700 WEST AVE SOUTH LA CROSSE WI 54601 391411999 HEALTHCARE SYSTEM PARENT WI 501(C)(3) 11-I MAYO CLINIC 1 MCHS--FRANCISCAN MEDICAL CENTER INC 700 WEST AVE SOUTH LA CROSSE WI 54601 390806374 HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--FRANCISCAN HEALTHCARE INC 1 MCHS--LAKE CITY 500 WEST GRANT STREET LAKE CITY MN 55041 411906820 HOSPITAL MN 501(C)(3) 3 MAYO CLINIC 1 MCHS--MANKATO 1025 MARSH STREET MANKATO MN 56002 411236756 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MCHS--MANKATO HEALTH CARE FOUNDATION 1025 MARSH STREET MANKATO MN 56002 411663357 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--MANKATO 1 MCHS--NEW PRAGUE 301 SECOND STREET NE NEW PRAGUE MN 56071 410723639 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MCHS--NORTHLAND INC 1222 EAST WOODLAND AVENUE BARRON WI 54812 390920634 HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC 1 MCHS--OAKRIDGE INC 13025 EIGHTH STREET PO BOX 70 OSSEO WI 54758 391029430 HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC 1 MCHS--OWATONNA 134 SOUTHVIEW ST OWATONNA MN 55060 411862132 PATIENT CARE - CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MCHS--RED CEDAR INC 2321 STOUT ROAD MENOMONIE WI 54751 510190875 HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC 1 MCHS--RED WING 701 HEWITT BOULEVARD RED WING MN 55066 411713783 PATIENT CARE SERVICES MN 501(C)(3) 3 MAYO CLINIC 1 MCHS--SPRINGFIELD 625 NORTH JACKSON AVENUE SPRINGFIELD MN 56087 411893827 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MCHS--ST JAMES 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 410797368 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MCHS--WASECA 501 NORTH STATE STREET WASECA MN 56093 363606405 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 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 POVERELLO FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 411494881 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MAYO CLINIC HOSPITAL - ROCHESTER 1 FRANKLIN HEATING STATION 119 THIRD ST SW ROCHESTER MN 55902 410264830 UTILITY MN N/A LATIGO PETROLEUM LLC PO BOX 14230 ODESSA TX 79768 364767494 OIL & GAS EXPLORATION DE N/A WATERSHED CAP INSTL PRTNRS III LP ONE MARITIME PLAZA SUITE 1525 SAN FRANCISCO CA 94111 462982848 INVESTMENT ACTIVITIES DE N/A AMBIENT CLINICAL ANALYTICS INC 221 1ST AVE SW SUITE 202 ROCHESTER MN 55902 800928405 SOFTWARE DE N/A C 1 BWL HOLDINGS INC 1209 ORANGE STREET WILMINGTON DE 19801 472413749 OIL & GAS EXPLORATION DE N/A C 1 CAVALRY CLO III LTD PO BOX 1093 GT QUEENSGATE HOUSE S GRAND CAYMAN CJ INVESTMENT ACTIVITIES CJ N/A C 1 CAVALRY CLO IV LTD PO BOX 1093 GT QUEENSGATE HOUSE S GRAND CAYMAN CJ INVESTMENT ACTIVITIES CJ N/A C 1 GMO GLOBAL BOND INVESTMENT FUND 78 SIR JOHN ROGERSONS QUAY DUBLIN 2 EI OTHER FINANCIAL INVESTMENT ACTIVITIES EI N/A 1 HEALTH TRADITION HEALTH PLAN 1808 EAST MAIN STREET ONALASKA WI 54650 391545987 MEDICAL SERVICES COMPANY WI N/A C 1 LOBSS NETWORK SUPPORT 2002 INC 200 FIRST STREET SW ROCHESTER MN 55905 481276150 ADMINISTRATIVE SERVICES MN N/A C 1 MAYO CLINIC GBS MAURITIUS 2ND FLOOR EBENE MEWS 57 EBENE CYBERCITY MP HEALTHCARE MANAGEMENT MP N/A C 1 MAYO CLINIC SUPPORT SERVICES TEXAS 200 FIRST STREET SW ROCHESTER MN 55905 471751102 HEALTH SERVICES TX N/A C 1 MAYO HOLDING COMPANY 200 FIRST STREET SW ROCHESTER MN 55905 411578020 HOLDING COMPANY MN N/A C 1 MAYO INSURANCE COMPANY LTD 200 FIRST STREET SW ROCHESTER MN 55905 SELF INSURANCE POOL CJ N/A C 1 MCHS--DECORAH CLINIC PHYSICIANS 907 MONTGOMERY STREET DECORAH IA 52101 411711329 PATIENT CARE - CLINIC IA N/A C 1 MCHS--PHARMACY & HOME MEDICAL INC 1221 WHIPPLE STREET EAU CLAIRE WI 54703 391528920 PHARMACY SERVICES WI N/A C 1 MMSI INC 200 FIRST STREET SW ROCHESTER MN 55905 411547003 THIRD PARTY ADMINISTRATION SERVICES MN N/A C 1 RESOUNDANT INC 221 1ST AVE SW SUITE 202 ROCHESTER MN 55902 461661978 MANUFACTURING MEDICAL DEVICE COMPONENT MN N/A C 1 ROCHESTER AIRPORT COMPANY 200 FIRST STREET SW ROCHESTER MN 55905 410506870 AIRPORT MANAGEMENT MN N/A C 1 SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION 13400 E SHEA BLVD SCOTTSDALE AZ 85259 860870505 COMMERCIAL PROPERTY OWNERS ASSOCIATION AZ N/A C 1 THE STABILE BUILDING OWNERS' ASSOCIATION 200 FIRST STREET SW ROCHESTER MN 55905 208994499 COMMERCIAL PROPERTY OWNERS ASSOCIATION MN N/A C 1 CHARITABLE LEAD TRUST CHARITABLE TRUST CA N/A T 1 PERPETUAL TRUST CHARITABLE TRUST ND N/A T 1 PERPETUAL TRUST CHARITABLE TRUST AZ N/A T 1 PERPETUAL TRUST CHARITABLE TRUST LA N/A T 1 PERPETUAL TRUST (2) CHARITABLE TRUST MA N/A T 1 PERPETUAL TRUST CHARITABLE TRUST MO N/A T 1 CHARITABLE REMAINDER TRUST CHARITABLE TRUST AZ N/A T 1 CHARITABLE REMAINDER TRUST CHARITABLE TRUST CO N/A T 1 CHARITABLE REMAINDER TRUST (8) CHARITABLE TRUST FL N/A T 1 CHARITABLE REMAINDER TRUST CHARITABLE TRUST LA N/A T 1 CHARITABLE REMAINDER TRUST CHARITABLE TRUST MA N/A T 1 CHARITABLE REMAINDER TRUST (77) CHARITABLE TRUST MN N/A T 1 CHARITABLE REMAINDER TRUST (2) CHARITABLE TRUST NC N/A T 1 CHARITABLE REMAINDER TRUST CHARITABLE TRUST TX N/A T 1 CHARITABLE REMAINDER TRUST CHARITABLE TRUST CO N/A T 1 CHARITABLE REMAINDER TRUST CHARITABLE TRUST IL N/A T 1 CHARITABLE REMAINDER TRUST CHARITABLE TRUST MI N/A T 1 CHARITABLE REMAINDER TRUST (64) CHARITABLE TRUST MN N/A T 1 CHARITABLE REMAINDER TRUST (7) CHARITABLE TRUST MN N/A T 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 1 1 MAYO CLINIC HOSPITAL - ROCHESTER A 26250 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH M 55294 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH P 30834606 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH S 117893 GAAP MCHS-ALBERT LEA AND AUSTIN A 19425 GAAP MCHS-ALBERT LEA AND AUSTIN M 6469982 GAAP MCHS-ALBERT LEA AND AUSTIN P 6244049 GAAP MCHS-ALBERT LEA AND AUSTIN R 4434701 GAAP MCHS-MANKATO M 151703 GAAP MMSI INC S 3007879 GAAP