MAYO CLINIC HEALTH SYSTEM - EAU: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MAYO CLINIC HEALTH SYSTEM - EAU (EIN 39-1735831)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-09-13
IRS object ID
201502569349300600
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-09-13T11:19:09-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391735831EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAYO CLINIC HEALTH SYSTEM - EAUBusinessNameLine1Txt
Business Name Line2CLAIRE CLINIC INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMAYOBusinessNameControlTxt
Phone5075381297PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1733 WEST CLAIREMONT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL BAMMELPersonNm
Person TitleCFOPersonTitleTxt
Phone5075381297PhoneNum
Signature2015-09-13SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRANDALL LINTON MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1733 WEST CLAIREMONT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$209,449,770GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption5983GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MAYOCLINICHEALTHSYSTEM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionOPERATION OF A MEDICAL CLINIC.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee1854TotalEmployeeCnt
Total Volunteers66TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,178,583PYContributionsGrantsAmt
CY Contributions Grants$963,486CYContributionsGrantsAmt
PY Program Service Revenue$222,258,504PYProgramServiceRevenueAmt
CY Program Service Revenue$208,281,089CYProgramServiceRevenueAmt
PY Investment Income$131,470PYInvestmentIncomeAmt
CY Investment Income$95,269CYInvestmentIncomeAmt
PY Other Revenue-$9,417PYOtherRevenueAmt
CY Other Revenue$75,422CYOtherRevenueAmt
PY Total Revenue$224,559,140PYTotalRevenueAmt
CY Total Revenue$209,415,266CYTotalRevenueAmt
PY Grants And Similar Paid$252,235PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$220,719CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$161,133,685PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$140,145,903CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$63,840,267PYOtherExpensesAmt
CY Other Expenses$78,884,071CYOtherExpensesAmt
PY Total Expenses$225,226,187PYTotalExpensesAmt
CY Total Expenses$219,250,693CYTotalExpensesAmt
PY Revenues Less Expenses-$667,047PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$9,835,427CYRevenuesLessExpensesAmt
Total Assets BOY$130,561,123TotalAssetsBOYAmt
Total Assets EOY$125,458,938TotalAssetsEOYAmt
Total Liabilities BOY$109,881,859TotalLiabilitiesBOYAmt
Total Liabilities EOY$130,723,012TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$20,679,264NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$5,264,074NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO INSPIRE HOPE AND CONTRIBUTE TO HEALTH AND WELL-BEING BY PROVIDING THE BEST CARE TO EVERY PATIENT THROUGH INTEGRATED CLINICAL PRACTICE, EDUCATION, AND RESEARCH.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$176,705,817ExpenseAmt
Grant$338GrantAmt
Revenue$208,254,774RevenueAmt
DescPATIENT CARE & MEDICAL EDUCATION - SEE SCHEDULE O: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 NEARLY 70 COMMUNITIES, MAYO CLINIC HEALTH SYSTEM INCLUDES 19 OWNED HOSPITALS, FIVE 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. MAYO CLINIC HEALTH SYSTEM - EAU CLAIRE CLINIC, INC. (THE CLINIC), IN AFFILIATION WITH MAYO CLINIC HEALTH SYSTEM - EAU CLAIRE HOSPITAL (THE HOSPITAL), IS ONE OF THE MAIN PROVIDERS OF HEALTH CARE SERVICES IN THE SURROUNDING AREA. THE HOSPITAL IS A RELATED HOSPITAL EXEMPT UNDER SECTION 501(C)(3) OF THE CODE. THE AFFILIATED ORGANIZATIONS ARE LOCALLY THOUGHT OF AS ONE HEALTHCARE ORGANIZATION.IN ADDITION TO SERVING THE RESIDENTS OF EAU CLAIRE, THE CLINIC AND THE HOSPITAL HAVE EVOLVED INTO REGIONAL REFERRAL CENTERS WHICH OFFER A FULL RANGE OF MEDICAL SERVICES THROUGH A NETWORK OF RURAL COMMUNITY-BASED HEALTHCARE PROVIDERS IN SEVERAL LOCATIONS THROUGHOUT WEST-CENTRAL WISCONSIN, INCLUDING BARRON, BLOOMER, CAMERON, CHETEK, CHIPPEWA FALLS, COLFAX, MENOMONIE, MONDOVI, AND OSSEO. THE FACILITIES IN THESE OUTLYING RURAL COMMUNITIES ARE SMALL NONPROFIT CLINICS AND HOSPITALS OWNED BY ORGANIZATIONS THAT ARE CONTROLLED BY THE HOSPITAL AND MAYO CLINIC AND ARE LIKEWISE EXEMPT UNDER SECTION 501(C)(3) OF THE CODE. CLINIC STAFF VISIT THESE LOCATIONS ON A REGULAR BASIS TO PROVIDE HEALTH CARE SERVICES TO RESIDENTS OF THESE SMALL COMMUNITIES AND RURAL AREAS. THE CLINIC RECORDED 946,720 PATIENT VISITS DURING 2014.THE CLINIC PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS FINANCIAL ASSISTANCE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. SERVICES ARE ALSO PROVIDED TO BOTH MEDICAID AND MEDICARE PATIENTS AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. IN 2014, THE CLINIC PROVIDED APPROXIMATELY $3,077,000 IN FINANCIAL ASSISTANCE (AT COST) TO PATIENTS. THE UNREIMBURSED COST OF SERVICES PROVIDED TO MEDICAID PATIENTS WAS APPROXIMATELY $10,218,000, AND THE UNREIMBURSED COST OF SERVICES PROVIDED TO MEDICARE PATIENTS WAS APPROXIMATELY $46,274,000.THE CLINIC ALSO PROVIDES SUPPORT SERVICES TO AFFILIATED ORGANIZATIONS TO HELP FURTHER THEIR EXEMPT PURPOSE OF PROVIDING PATIENT CARE.THE CLINIC, ALONG WITH THE HOSPITAL, VOLUNTARILY ENTERED INTO AN AGREEMENT WITH THE WISCONSIN ATTORNEY GENERAL RELATING TO CHARITY CARE. THE TERMS OF THE AGREEMENT INCLUDE AN AUTOMATIC DISCOUNT FOR UNINSURED PATIENTS, A PAYMENT CAP FOR THOSE UNINSURED PATIENTS THAT MEET THE CLINIC'S CHARITY CARE CRITERIA, AND A COMMITMENT TO MAKE INFORMATION AVAILABLE TO PATIENTS REGARDING THE CHARITY CARE PROGRAM. ADDITIONALLY, THE WISCONSIN ATTORNEY GENERAL REVIEWED AND APPROVED THE CLINIC'S BILLING AND COLLECTION POLICIES AND PRACTICES.THE CLINIC, IN AFFILIATION WITH THE HOSPITAL, HAS NUMEROUS AGREEMENTS WITH EDUCATIONAL ORGANIZATIONS TO PROVIDE FORMAL EDUCATION AND EXPERIENCE FOR STUDENTS STUDYING TO BECOME HEALTHCARE PROFESSIONALS. CURRENTLY THESE AGREEMENTS ARE WITH THE FOLLOWING ORGANIZATIONS:- UNIVERSITY OF WISCONSIN MEDICAL SCHOOL- UNIVERSITY OF WISCONSIN-MADISON- UNIVERSITY OF WISCONSIN-EAU CLAIRE - CHIPPEWA VALLEY TECHNICAL COLLEGE - UNIVERSITY OF WISCONSIN-LA CROSSE- WESTERN TECHNICAL - UNIVERSITY OF MINNESOTA-MINNEAPOLIS- UNIVERSITY OF CINCINNATI - UNIVERSITY OF MINNESOTA-DULUTH - COLLEGE OF ST. CATHERINE'S - COLLEGE OF ST. SCHOLASTICA - WINONA STATE UNIVERSITY - UNIVERSITY OF WISCONSIN-STOUT - MAYO CLINIC SCHOOL OF HEALTH RELATED SCIENCES- CONCORDIA UNIVERSITY - LAKE SUPERIOR COLLEGE - UNIVERSITY OF WISCONSIN - OSHKOSH- ARGOSY UNIVERSITY- DES MOINES UNIVERSITY- FINLANDIA UNIVERSITY- CARROLL UNIVERSITY- CREIGHTON UNIVERSITY- GLOBE UNIVERSITY- NORTHEAST WISCONSIN TECHNICAL COLLEGE- VITERBO UNIVERSITY- AT STILL UNIVERSITY- COLORADO STATE UNIVERSITY- FRONTIER SCHOOL OF MIDWIFERY- GEORGE WASHINGTON UNIVERSITY- INVER HILLS/CENTURY COLLEGE- KAPIOLANI COMMUNITY COLLEGE- KAPLAN UNIVERSITY- KEISER UNIVERSITY- MILWAUKEE AREA TECHNICAL COLLEGE- MINNESOTA STATE COMMUNITY & TECHNICAL COLLEGE- VANDERBILT UNIVERSITY- WALDEN UNIVERSITY- ADLER GRADUATE SCHOOL- ANDREWS UNIVERSITY- BETHEL UNIVERSITY- CHAMBERLAIN COLLEGE OF NURSING- DRAKE UNIVERSITY- JAMESTOWN UNIVERSITY- LIBERTY UNIVERSITY- MARQUETTE UNIVERSITY- MAYO SCHOOL OF MEDICAL EDUCATION- MID-STATE TECHNICAL COLLEGE- MIDWESTERN UNIVERSITY- MINNEAPOLIS BUSINESS COLLEGE - UNIVERSITY OF MONTANA- LCO OJIBWA COMMUNITY COLLEGE- RASMUSSEN COLLEGE- SOUTH UNIVERSITY- SOUTHWEST TECHNICAL COLLEGE- TEXAS CHRISTIAN UNIVERSITY- UNIVERSITY OF MISSOURI - ST. LOUIS- UNIVERSITY OF NEW ENGLAND- UNIVERSITY OF NORTH DAKOTA- UNIVERSITY OF ST. FRANCIS- UNIVERSITY OF WISCONSIN GREEN BAY- UNIVERSITY OF WISCONSIN STEVENS POINT- WEBER STATE UNIVERSITY- WISCONSIN INDIANHEAD TECHNICAL COLLEGETHE CLINIC ALSO ACTIVELY PROVIDES A CONTINUING EDUCATION PROGRAM FOR ITS MEDICAL STAFF.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$607,768ExpenseAmt
Grant$220,381GrantAmt
Revenue$37,544RevenueAmt
DescCOMMUNITY BENEFIT - SEE SCHEDULE O:THE CLINIC, OFTEN IN CONJUNCTION WITH THE HOSPITAL, PROVIDES COMMUNITY CLASSES, EDUCATIONAL OPPORTUNITIES AND SERVICES. THESE PROGRAMS AND CLASSES INCLUDE SEVERAL HEALTH RELATED TOPICS. ADDITIONAL INFORMATION REGARDING SOME OF THE SPECIFIC EVENTS ARE LISTED BELOW:APPROXIMATELY 1,239 PEOPLE PARTICIPATED IN CHILDBIRTH CLASSES GIVEN FOR EXPECTANT PARENTS AND THEIR CHILDREN IN 2014.EMPLOYEE HEALTHCARE PROFESSIONALS OFFER PRESENTATIONS ON A VARIETY OF HEALTHCARE TOPICS, DRAWING ANYWHERE FROM 15-75 PARTICIPANTS. PRESENTATIONS ARE INFORMAL AND OFFER DISCUSSION TOPICS IMPORTANT TO COMMUNITY MEMBERS.SINCE 1998 THE CLINIC AND THE HOSPITAL HAVE SPONSORED A PERMANENT KIOSK IN THE MACY'S WING OF OAKWOOD MALL (A MAJOR SHOPPING CENTER). THE KIOSK IS STAFFED AT VARIOUS TIMES BY CLINICIANS AND EMPLOYEES WHO ARE AVAILABLE TO ANSWER CONSUMER QUESTIONS AND DISTRIBUTE HEALTH RELATED INFORMATION. FREE BLOOD PRESSURE SCREENINGS COMBINED WITH INFORMAL EDUCATION ARE OFFERED EVERY THURSDAY TO AREA RESIDENTS. IN 2014, APPROXIMATELY 2,500 SCREENINGS WERE CONDUCTED FREE OF CHARGE. HEALTH FAIRS AND OTHER SPECIAL EVENTS ARE HELD SEVERAL TIMES THROUGHOUT THE YEAR TO OFFER COMMUNITY MEMBERS THE OPPORTUNITY TO LEARN ABOUT NUTRITION, EXERCISE, HEART HEALTH, CANCER AND SEVERAL OTHER TOPICS. MORE THAN 150 WALKERS ARE PART OF THE "HEART 'N SOLE" WALKING CLUB AT THE MALL AND RECEIVE EXERCISE AND FITNESS TIPS IN A QUARTERLY NEWSLETTER.THE CLINIC AND THE HOSPITAL, IN PARTNERSHIP WITH THE EAU CLAIRE YMCA, OFFERS "CAMP WABI". THIS PROGRAM IS SPECIFICALLY FOR CHILDREN DEALING WITH OBESITY. IN A FUN, OUTDOOR SETTING, THESE CHILDREN (AGES 10-14) LEARN HOW TO MAKE LIFESTYLE CHANGES NECESSARY TO ACHIEVE A HEALTHY WEIGHT. THE CLINIC AND HOSPITAL CONTRIBUTE HALF OF THE COST OF THIS 12-DAY CAMP AND ALSO OFFER SCHOLARSHIP MONIES IF NEEDED. SPECIALISTS WITH EXPERTISE IN NUTRITION, BEHAVIOR THERAPY AND EXERCISE PHYSIOLOGY TAKE PART IN CAMP PLANNING AND PROGRAMMING. THIS IS THE FOURTH YEAR THIS PROGRAM HAS BEEN OFFERED TO THE COMMUNITY.THE TRAUMA DEPARTMENT HAS PARTNERED WITH LOCAL BUSINESSES SINCE 1998 TO PRESENT SAFETY CAMP - AN OPPORTUNITY FOR AREA FOURTH GRADERS TO SPEND TWO DAYS LEARNING ABOUT WATER SAFETY, BIKE SAFETY, ANIMAL SAFETY AND MANY OTHER TOPICS. ADDITIONALLY, THE DEPARTMENT OFFERS A BI-ANNUAL CAR CONTROL CLASS - A PROGRAM DESIGNED TO PROVIDE TEEN DRIVERS WITH REAL-WORLD ACCIDENT SITUATIONS IN A SAFE ENVIRONMENT AND THEN LEARN HOW TO CORRECT THEM. THE TRAUMA DEPARTMENT ALSO PROVIDES ONGOING OUTREACH PROGRAMS INCLUDING PROM TRAUMA SIMULATIONS AT AREA HIGH SCHOOLS, CONCUSSION AWARENESS PRESENTATIONS, DRIVERS' EDUCATION PRESENTATIONS, DISTRIBUTION OF FIRST-AID KITS TO LOCAL YOUTH SPORTS PROGRAMS AND CAR SEAT CHECKS FOR NEW OR EXPECTANT PARENTS. THE DEPARTMENT ALSO PROVIDES FREE BICYCLE HELMETS AND CAR SEATS TO PATIENTS.IN 2014, CLINIC AND HOSPITAL EMPLOYEES RAISED $28,201 FOR THE "RELAY FOR LIFE" EVENT HELD TO BENEFIT THE AMERICAN CANCER SOCIETY. THE CLINIC AND THE HOSPITAL WERE A CORPORATE SPONSOR FOR THE EVENT.THE CLINIC AND THE HOSPITAL WERE A CORPORATE SPONSOR FOR THE "AMERICAN HEART WALK" TO RAISE MONEY FOR THE AMERICAN HEART ASSOCIATION. MORE THAN 100 WALKERS RAISED NEARLY $10,000.THE CLINIC AND THE HOSPITAL WERE A CORPORATE SPONSOR FOR THE "EPILEPSY STROLL IN THE PARK" EVENT WHICH RAISED MORE THAN $31,000. THE CLINIC AND THE HOSPITAL ALSO SPONSORED THE "SHARE THE FLAME" EVENT AND RAISED ANOTHER $15,150 FOR THE EPILEPSY FOUNDATION.SINCE 2013 THE MAYO CLINIC HEALTH SYSTEM COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS WAS LED BY A REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT COMMITTEE. THAT COMMITTEE FOLLOWED A SYSTEMATIC PROCESS TO EVALUATE THE HEALTH NEEDS OF OUR COMMUNITY AND DETERMINED THREE COMMUNITY HEALTH PRIORITIES: PHYSICAL ACTIVITY, NUTRITION, AND CHRONIC DISEASE.THIS COMMITTEE IS RESPONSIBLE FOR SEEKING OUT AND IMPLEMENTING NEW EVIDENCE-BASED HOSPITAL AND COMMUNITY PROGRAMMING IN RESPONSE TO THE IDENTIFIED COMMUNITY HEALTH NEEDS. THIS COMMITTEE WILL COLLABORATE WITH LOCAL GOVERNMENT AGENCIES, HEALTH DEPARTMENTS AND COMMUNITY STAKEHOLDERS TO ADVANCE ITS MISSION.A FORMAL COMMUNITY ENGAGEMENT AND WELLNESS DEPARTMENT WAS CREATED IN 2014 WITH THE PRIMARY FOCUS OF IMPACTING CHANGE ON THE THREE IDENTIFIED HEALTH NEEDS OF PHYSICAL ACTIVITY, NUTRITION AND CHRONIC DISEASE. THE DEPARTMENT HAS MADE SIGNIFICANT STRIDES IN FORMING COMMUNITY COALITIONS, BUILDING STRONG PARTNERSHIPS WITH LOCAL ORGANIZATIONS AND SCHOOLS, INCREASING THE NUMBER OF COMMUNITY WELLNESS ACTIVITIES TO OUR RESIDENTS, AND PLAYING ACTIVE ROLES IN TEAMS FOCUSED ON IMPROVING HEALTH. WITHIN THE HOSPITAL, A COMMUNITY WELLNESS COMMITTEE HAS BEEN ESTABLISHED, AND INTERESTED EMPLOYEES ARE PAID TO TAKE PART IN MANY WELLNESS PROGRAMS EDUCATING OUR COMMUNITY.A NUMBER OF SUPPORT GROUPS ARE OFFERED BY THE CLINIC. THE SUPPORT GROUPS OFFERED INCLUDED:- APHASIA SUPPORT- STROKE SUPPORT- DIABETES SUPPORT- MILD BRAIN INJURY SUPPORT- MYELOMA SUPPORT- US TOO (PROSTATE CANCER)- WIND WALKERS - A GROUP FOR PATIENTS WITH LUNG DISEASE- SHARING THE CANCER JOURNEYTHE "HERS" WOMEN'S CENTER REGULARLY REACHES OUT TO WOMEN OF ALL AGES IN THE COMMUNITY BY PROVIDING FREE HEALTH INFORMATION AND EDUCATION REGARDING BREAST SELF-EXAMS AT LOCAL HEALTH FAIRS, OAKWOOD MALL AND TO GIRL SCOUT TROOPS.THE LIBRARY AND AUDIO VISUAL SERVICES DEPARTMENT PROVIDES HEALTH-RELATED TAPES, FILMSTRIPS, MODELS, COMPUTER SOFTWARE, AND OTHER EDUCATIONAL MATERIALS FOR AREA RESIDENTS TO USE FREE OF CHARGE TO INCREASE HEALTH AWARENESS WITHIN THE COMMUNITY. IN ADDITION, THE SOCIAL SERVICES DEPARTMENT IS AVAILABLE AS A RESOURCE TO PATIENTS AND THE COMMUNITY, REGARDING HEALTH AND WELLNESS RESOURCES, BOTH INTERNALLY AND WITHIN THE COMMUNITY.SPIRITUAL CARE SERVICES INCLUDE 24-HOUR, ON-CALL SERVICES INCLUDING DAILY CARE ROUNDS, DAILY PATIENT AND FAMILY VISITS, ASSISTING WITH END-OF-LIFE DECISIONS, BEREAVEMENT SUPPORT, BEING A LIAISON WITH COMMUNITY CLERGY AND INSTRUCTION IN CLINICAL PASTORAL EDUCATION.THE "YOUR HEALTH, YOUR CHOICE" PROGRAM PARTNERS WITH BUSINESSES TO IMPROVE PRODUCTIVITY, ENHANCE WORKPLACE SAFETY AND DEAL WITH OTHER HEALTH-RELATED WORKPLACE CONCERNS.THE CLINIC ALSO OFFERS TRANSPORTATION SERVICES (TAXIS, HANDICAPPED VEHICLES, BUSES) TO THOSE PATIENTS MEETING THE CLINIC'S FINANCIAL ASSISTANCE GUIDELINES. TYPICALLY, TRANSPORT IS TO THE CLINIC AND BACK TO THE PATIENT'S HOME OR TO A NURSING HOME.APPROXIMATELY 57 COMMUNITY VOLUNTEERS PROVIDED APPROXIMATELY 6,824 HOURS OF DONATED TIME TO THE CLINIC IN 2014. VOLUNTEERS PROVIDE HOSPITALITY SERVICES TO PATIENTS, FAMILIES AND VISITORS. THE DONATED SERVICES PROVIDED BY THE VOLUNTEERS IN 2014 IS VALUED AT APPROXIMATELY $157,430 BASED ON STATISTICS FROM THE INDEPENDENT SECTOR.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$177,313,585TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1854EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORPORATE TAX UNITBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5075381297PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 FIRST STREET SWAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55905ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BISOGNANO MAUREEN
DIRECTOR (1/1-10/1)1.00Yes (X)$0$0$0
CLUMPNER DANIEL
SECY/TREAS/DIRECTOR1.00Yes (X)$0$0$0Yes (X)
LINTON MD RANDALL L
CHAIR/CEO/DIRECTOR40.00Yes (X)$577,599$0$59,749Yes (X)
MOORE EMILY
DIRECTOR1.00Yes (X)$0$0$0
OLSON RICK
DIRECTOR1.00Yes (X)$0$0$0
PASTERNACK MD MORRIS
VICE CHAIR/DIRECTOR40.00Yes (X)$497,226$0$68,573Yes (X)
PERRY MICHAEL
DIRECTOR1.00Yes (X)$0$0$0
SORENSEN CHARLES
DIRECTOR1.00Yes (X)$0$0$0
TOLANDER JANET
DIRECTOR (1/1-4/16)1.00Yes (X)$0$0$0
BAMMEL PAUL M
CFO40.00$351,236$0$62,740Yes (X)
DICKEY JOHN M
CAO40.00$391,503$0$61,766Yes (X)
EIDE DEAN B
VP40.00$195,932$0$33,059Yes (X)
FISCHER DEBORAH R
VP40.00$199,414$0$44,829Yes (X)
GROSETH BRADLEY D
VP40.00$215,595$0$60,200Yes (X)
PECK MD ROBERT C
CMO40.00$383,298$0$68,616Yes (X)
RINALDI BLYTHE A
VP40.00$214,072$0$56,521Yes (X)
SULLIVAN MAURITA A
VP40.00$194,711$0$51,116Yes (X)
BLEDSOE MD JONATHAN M
PHYSICIAN40.00$1,059,755$0$58,749Yes (X)
CARMODY MD THOMAS T
PHYSICIAN40.00$1,005,354$0$70,332Yes (X)
PEREZ MD EDUARDO J
CHAIR NEURO SURGERY40.00$1,182,829$0$48,240Yes (X)
WIECHMANN MD ROBERT J
CHAIR CV SURGERY40.00$1,131,546$0$72,114Yes (X)
WU MD WAYNE W
PHYSICIAN40.00$912,382$0$67,607Yes (X)
GREWE MD BRADLEY
FORMER VP40.00$464,750$0$64,573Yes (X)
SKOLD M COLLEEN
FORMER VP40.00$117,899$0$32,946Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,095,101TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$981,730TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K286IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MAYO FOUNDATION FOR MEDICAL EDUCATION &
200 FIRST STREET SWROCHESTERMN55905PROCUREMENT/SUPPORT SERVICES$5,181,737
MCHS - EAU CLAIRE HOSPITAL INC
1221 WHIPPLE STREETEAU CLAIREWI54703MEDICAL/SUPPORT SERVICES$3,432,486
MMSI INC
200 FIRST STREET SWROCHESTERMN55905CLAIMS PROCESSING$967,066
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905MEDICAL/SUPPORT SERVICES$383,630
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Related Organizations$6,175RelatedOrganizationsAmt
Government Grants$956,203GovernmentGrantsAmt
All Other Contributions$1,108AllOtherContributionsAmt
Total Contributions$963,486TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT REVENUE621110$204,950,920$204,950,920
SHARED SERVICES561000$3,330,169$3,330,169
FieldValueIRS element (for citing)
Total Program Service Revenue$208,281,089TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$102,348TotalRevenueColumnAmt
Exclusion$102,348ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$9,800RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$17,737RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$7,937RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,937TotalRevenueColumnAmt
Exclusion-$7,937ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$9,688OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$16,767OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$7,079OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,079TotalRevenueColumnAmt
Exclusion-$7,079ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICAL DIRECTOR FEES541900$72,130$72,130
MISC. REVENUE900099$9,421$9,421
MEDICAL RECORD/TRANSCR541900$1,808$1,808
FieldValueIRS element (for citing)
Other Revenue Total$83,359OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$209,415,266TotalRevenueColumnAmt
Related Or Exempt Func Income$208,292,318RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$159,462ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$220,381TotalAmt
Program Services$220,381ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$338TotalAmt
Program Services$338ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,787,756TotalAmt
Program Services$762,452ProgramServicesAmt
Management And General$3,025,304ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,154,562TotalAmt
Program Services$583,815ProgramServicesAmt
Management And General$570,747ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$108,502,555TotalAmt
Program Services$99,992,415ProgramServicesAmt
Management And General$8,510,140ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,266,229TotalAmt
Program Services$8,492,707ProgramServicesAmt
Management And General$773,522ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,782,212TotalAmt
Program Services$10,856,135ProgramServicesAmt
Management And General$926,077ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,652,589TotalAmt
Program Services$5,056,347ProgramServicesAmt
Management And General$596,242ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$27,478TotalAmt
Program Services$27,478ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$34,080TotalAmt
Program Services$10,341ProgramServicesAmt
Management And General$23,739ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,995,581TotalAmt
Management And General$2,995,581ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,981,917TotalAmt
Program Services$9,789,002ProgramServicesAmt
Management And General$3,192,915ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$47,239TotalAmt
Program Services$46,939ProgramServicesAmt
Management And General$300ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,272,042TotalAmt
Program Services$2,664,582ProgramServicesAmt
Management And General$607,460ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,930,659TotalAmt
Program Services$209,719ProgramServicesAmt
Management And General$17,720,940ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,322,003TotalAmt
Program Services$8,112,572ProgramServicesAmt
Management And General$209,431ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,433,315TotalAmt
Program Services$1,126,849ProgramServicesAmt
Management And General$306,466ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$145,597TotalAmt
Program Services$55,122ProgramServicesAmt
Management And General$90,475ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,182,170TotalAmt
Program Services$2,135,937ProgramServicesAmt
Management And General$46,233ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,147,730TotalAmt
Management And General$2,147,730ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$19,033,407$19,033,407
BAD DEBT$6,745,742$6,745,742
EMPLOYEE RELATED$958,796$808,033$150,763
DUES/LICENSES/SUBSCR$626,315$583,272$43,043

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$219,250,693TotalAmt
Program Services$177,313,585ProgramServicesAmt
Management And General$41,937,108ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,033BOYAmt
EOY$7,418EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$91,886BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$31,248,781BOYAmt
EOY$32,124,460EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$50,000BOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,416,541BOYAmt
EOY$1,109,760EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$132,536BOYAmt
EOY$131,860EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,081,759BOYAmt
EOY$524,140EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$41,432,601LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$24,668,715LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$18,914,346BOYAmt
EOY$16,763,886EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$31,872,116BOYAmt
EOY$35,422,502EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$29,066,365BOYAmt
EOY$18,565,611EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$16,679,760BOYAmt
EOY$20,809,301EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$130,561,123BOYAmt
EOY$125,458,938EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$41,234,159BOYAmt
EOY$55,170,227EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$68,647,700BOYAmt
EOY$75,552,785EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$109,881,859BOYAmt
EOY$130,723,012EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,679,264BOYAmt
EOY-$5,264,074EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,679,264BOYAmt
EOY-$5,264,074EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$130,561,123BOYAmt
EOY$125,458,938EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$9,835,427ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$16,107,911OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,070,226OtherCostOrOtherBasisAmt
Book Value$1,070,226BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,346,625OtherCostOrOtherBasisAmt
Depreciation$14,273,331DepreciationAmt
Book Value$11,073,294BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,440,722OtherCostOrOtherBasisAmt
Depreciation$10,395,384DepreciationAmt
Book Value$4,045,338BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$575,028OtherCostOrOtherBasisAmt
Book Value$575,028BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$16,763,886TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMAYO POOLED INVESTMENTSDesc
Book Value$18,565,611BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$18,565,611TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM AFFILIATESDesc
Book Value$20,809,301BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$20,809,301TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMPENSATION LIABILITY$35,422,502
DUE TO AFFILIATES$40,130,283
FieldValueIRS element (for citing)
Total Liability$75,552,785TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationAT DECEMBER 31, 2014 AND 2013, THE RESERVE FOR UNRECOGNIZED TAX BENEFITS WAS NOT SIGNIFICANT, AND AS A RESULT, THERE IS NO LONGER A RESERVE FOR UNRECOGNIZED TAX BENEFITS RECORDED FOR THE FILING ORGANIZATION.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN06TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES$7,082
EAST ASIA AND THE PACIFIC01TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES$713
EUROPE (INCLUDING ICELAND & GREENLAND)06TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES$13,698
NORTH AMERICA09TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES$13,855
SOUTH AMERICA03TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES$3,067
SUB-SAHARAN AFRICA01TRAVEL - INTERNATIONAL BUSINESS & CONFERENCES$794
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees26SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee26TotalEmployeeCnt
Subtotal Spent$39,209SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$39,209TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART VFormAndLineReferenceDesc
ExplanationDISCLOSURE 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) MAYO CLINIC ARIZONA (EIN: 86-0800150) MAYO CLINIC JACKSONVILLE (EIN: 59-3337028) 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-FILEDExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MAYO CLINIC HEALTH SYSTEM - EAU CLAIRE FOUNDATION INC
733 WEST CLAIREMONT AVEEAU CLAIREWI54701391633407501(C)(3)$121,800COMMUNITY HEALTH
CITY OF EAU CLAIRE
203 S FARWELL STEAU CLAIREWI54701396005436CITY OF EAU CLAIRE$20,200COMMUNITY HEALTH
DOWNTOWN EAU CLAIRE INC
203 S FARWELL STEAU CLAIREWI54701030376253501(C)(3)$9,000COMMUNITY HEALTH
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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. 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LINTON MD RANDALL L
CHAIR/CEO/DIRECTOR$558,144$0$0$0$19,455$0$26,250$0$33,499$0$637,348$0$0$0
PASTERNACK MD MORRIS
VICE CHAIR/DIRECTOR$472,511$0$0$0$24,715$0$26,250$0$42,323$0$565,799$0$0$0
BAMMEL PAUL M
CFO$334,867$0$0$0$16,369$0$26,250$0$36,490$0$413,976$0$0$0
DICKEY JOHN M
CAO$374,455$0$0$0$17,048$0$26,250$0$35,516$0$453,269$0$0$0
EIDE DEAN B
VP$193,277$0$0$0$2,655$0$12,647$0$20,412$0$228,991$0$0$0
FISCHER DEBORAH R
VP$195,681$0$0$0$3,733$0$18,992$0$25,837$0$244,243$0$0$0
GROSETH BRADLEY D
VP$212,791$0$0$0$2,804$0$21,297$0$38,903$0$275,795$0$0$0
PECK MD ROBERT C
CMO$367,886$0$0$0$15,412$0$26,250$0$42,366$0$451,914$0$0$0
RINALDI BLYTHE A
VP$209,806$0$0$0$4,266$0$21,919$0$34,602$0$270,593$0$0$0
SULLIVAN MAURITA A
VP$190,173$0$0$0$4,538$0$17,948$0$33,168$0$245,827$0$0$0
BLEDSOE MD JONATHAN M
PHYSICIAN$991,798$0$2,500$0$65,457$0$26,250$0$32,499$0$1,118,504$0$0$0
CARMODY MD THOMAS T
PHYSICIAN$990,836$0$0$0$14,518$0$26,250$0$44,082$0$1,075,686$0$0$0
PEREZ MD EDUARDO J
CHAIR NEURO SURGERY$1,170,003$0$0$0$12,826$0$26,250$0$21,990$0$1,231,069$0$0$0
WIECHMANN MD ROBERT J
CHAIR CV SURGERY$1,117,038$0$0$0$14,508$0$26,250$0$45,864$0$1,203,660$0$0$0
WU MD WAYNE W
PHYSICIAN$898,986$0$0$0$13,396$0$26,250$0$41,357$0$979,989$0$0$0
GREWE MD BRADLEY
FORMER VP$448,807$0$0$0$15,943$0$26,250$0$38,323$0$529,323$0$0$0
SKOLD M COLLEEN
FORMER VP$113,603$0$0$0$4,296$0$19,097$0$13,849$0$150,845$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AAS A BENEFIT TO ITS EMPLOYEES, THE FILING ORGANIZATION SUBSIDIZES EMPLOYEE MEMBERSHIPS TO THE YMCA AND SIMILAR HEALTH/FITNESS FACILITIES. SUCH SUBSIDIES ARE AVAILABLE TO ALL EMPLOYEES. FOR 2014, DR. RANDALL LINTON, DR. THOMAS CARMODY AND DR. JONATHAN BLEDSOE RECEIVED THIS BENEFIT THAT WAS TREATED AS TAXABLE INCOME TO THE INDIVIDUALS.
PART I, LINE 3THE 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 II:COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ERIN SKOLD
FAMILY MEMBER OF COLLEEN SKOLD, KEY EMPLOYEE$220,131EMPLOYMENT0
CONNIE DENNIS
FAMILY MEMBER OF MAURITA SULLIVAN, KEY EMPLOYEE$54,492EMPLOYMENT0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3MAYO CLINIC, MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH, AND OTHER RELATED COMPANIES PROVIDE MANAGEMENT SERVICES TO THE ENTIRE SYSTEM OF ENTITIES. MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE HOSPITAL,INC. ALSO PROVIDES MANAGEMENT SERVICES ON A REGIONAL BASIS THAT INCLUDES 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 A, LINE 4THE BYLAWS OF MAYO CLINIC HEALTH SYSTEM - EAU CLAIRE CLINIC, INC. (MCHS-EC CLINIC)WERE AMENDED AND RESTATED IN 2014 WITH AN EFFECTIVE DATE OF JANUARY 1, 2015. THE BYLAWS WERE AMENDED TO EXPAND ON THE RESERVED POWERS OF THE SOLE MEMBER WITH THE INTENT TO ENSURE THAT MCHS-EC CLINIC OPERATES CONSISTENT WITH THE VISION, STRATEGIC PLAN, AND OPERATING PLAN DEFINED BY THE SOLE MEMBER, MAYO CLINIC. THE AMENDMENT INCLUDES INCREASING THE NUMBER OF VOTING DIRECTORS ON THE BOARD OF MCHS-EC CLINIC TO INCLUDE DIRECTORS ELECTED SOLELY BY THE MEMBER OF MCHS-EC CLINIC.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE CORPORATE MEMBER IS MAYO CLINIC.
FORM 990, PART VI, SECTION A, LINE 7ATWO DIRECTORS ARE VOTING PHYSICIANS (THE CEO AND ANOTHER CHOSEN BY THE PRACTICE COMMITTEE). FIVE DIRECTORS ARE THE FIVE COMMUNITY DIRECTORS OF MAYO CLINIC HEALTH SYSTEM - EAU CLAIRE HOSPITAL, WHICH ARE SELF-PERPETUATING. TWO MORE COMMUNITY DIRECTORS ARE APPOINTED BY A SELECTION COMMITTEE.
FORM 990, PART VI, SECTION A, LINE 7BTHE ARTICLES AND BYLAWS PROVIDE THE SOLE CORPORATE MEMBER CERTAIN RESERVED POWERS IN AREAS SUCH AS CAPITAL, BUDGET, DEBT, AMENDMENT OF THE ARTICLES AND BYLAWS, AND GENERAL OPERATION DECISIONS.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM SITE ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT. IT IS THEN REVIEWED BY THE REGIONAL CHIEF FINANCIAL OFFICER (OR HIS DELEGATE) AND FINANCE STAFF. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE FILING ORGANIZATION'S GOVERNING BODY VIA US MAIL, E-MAIL, OR DISTRIBUTION AT A BOARD MEETING. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12CMAYO 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 15THE 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 19THE 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 XI, LINE 9:PENSION-POST RETIREMENT FAS 158 -16,107,911.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (42 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
BLOOMER LAKEVIEW INC
2110 DUNCAN ROADBLOOMERWI54724391450617LOW INCOME HOUSINGWI501(C)(3)7MCHS--CHIPPEWA VALLEY INCYes (1)
CHARTERHOUSE INC
200 FIRST STREET SWROCHESTERMN55905411405254RETIREMENT LIVING CENTERMN501(C)(3)9MAYO CLINICYes (1)
DESTINATION MEDICAL CENTER EDA
50 SOUTH SIXTH STREET SUITE 1500MINNEAPOLISMN554021498464893585ECONOMIC DEVELOPMENTMN501(C)(3)11-IMAYO CLINICYes (1)
GOLD CROSS AMBULANCE SERVICE
200 FIRST STREET SWROCHESTERMN55905411917516AMBULANCE SERVICEMN501(C)(3)9MFMERYes (1)
LUTHER LAKESIDE APARTMENTS INC
PO BOX 1510EAU CLAIREWI54702391409024LOW INCOME HOUSING FOR ELDERLYWI501(C)(3)9MCHS--EAU CLAIRE HOSPITAL INCYes (1)
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905416011702PATIENT CARE - CLINICMN501(C)(3)9Yes (1)N/A
MAYO CLINIC ARIZONA
13400 EAST SHEA BOULEVARDSCOTTSDALEAZ85259860800150HOSPITAL AND CLINICAZ501(C)(3)3MAYO CLINICYes (1)
MAYO CLINIC FLORIDA (A NONPROFIT CORPORATION)
4500 SAN PABLO ROADJACKSONVILLEFL32224590714831HOSPITALFL501(C)(3)3MAYO CLINIC JACKSONVILLEYes (1)
MAYO CLINIC HOSPITAL -- ROCHESTER
200 FIRST STREET SWROCHESTERMN55905410944601HOSPITALMN501(C)(3)3MAYO CLINICYes (1)
MAYO CLINIC JACKSONVILLE
4500 SAN PABLO ROADJACKSONVILLEFL32224593337028PATIENT CARE - CLINICFL501(C)(3)7MAYO CLINICYes (1)
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
200 FIRST STREET SWROCHESTERMN55905411506440CHARITABLE, EDUCATIONAL & SCIENTIFIC ACTIVITIESMN501(C)(3)9MAYO CLINICYes (1)
MAYO KLINIK STIFTUNG
FUNDRAISING FOUNDATIONMFMERYes (1)60486 FRANKFURT AM MAINFRANKFURTGMGM
MCHS IN WAYCROSS INC
1900 TEBEAU STREETWAYCROSSGA31501581667166HOSPITALGA501(C)(3)3MAYO CLINIC JACKSONVILLEYes (1)
MCHS--ALBERT LEA AND AUSTIN
1000 FIRST DRIVE NWAUSTINMN55912411404075HOSPITAL AND CLINICMN501(C)(3)3MAYO CLINICYes (1)
MCHS--AUSTIN FOUNDATION
1000 FIRST DRIVE NWAUSTINMN55912300107471FUNDRAISING FOUNDATIONMN501(C)(3)7MCHS--ALBERT LEA AND AUSTINYes (1)
MCHS--CANNON FALLS
1116 WEST MILL STREETCANNON FALLSMN55009204156428HOSPITAL AND CLINICMN501(C)(3)3MAYO CLINICYes (1)
MCHS--CHIPPEWA VALLEY INC
1501 THOMPSON STREETBLOOMERWI54724390980343HOSPITAL AND CLINICWI501(C)(3)3MCHS--EAU CLAIRE HOSPITAL INCYes (1)
MCHS--EAU CLAIRE CLINIC INC
733 W CLAIREMONT AVE PO BOX 1510EAU CLAIREWI54702391735831PATIENT CARE - CLINICWI501(C)(3)3MAYO CLINIC0
MCHS--EAU CLAIRE FOUNDATION INC
733 W CLAIREMONT AVE PO BOX 1510EAU CLAIREWI54702391633407GRANTMAKING FOUNDATIONWI501(C)(3)11-IMCHS--EAU CLAIRE CLINIC INC0
MCHS--EAU CLAIRE HOSPITAL INC
1221 WHIPPLE STREETEAU CLAIREWI54703390813418HOSPITALWI501(C)(3)3MAYO CLINICYes (1)
MCHS--FAIRMONT
800 MEDICAL CENTER DRIVE PO BOX 800FAIRMONTMN56031410760836HOSPITAL AND CLINICMN501(C)(3)3MCHS--MANKATOYes (1)
MCHS--FRANCISCAN HEALTHCARE FOUNDATION INC
700 WEST AVE SOUTHLA CROSSEWI54601391186647FUNDRAISING FOUNDATIONWI501(C)(3)7MCHS--FRANCISCAN HEALTHCARE INCYes (1)
MCHS--FRANCISCAN HEALTHCARE FOUNDATION-SPARTA INC
310 WEST MAIN STREETSPARTAWI54656391423234FUNDRAISING FOUNDATIONWI501(C)(3)9MCHS--FRANCISCAN HEALTHCARE INCYes (1)
MCHS--FRANCISCAN HEALTHCARE INC
700 WEST AVE SOUTHLA CROSSEWI54601391411999HEALTHCARE SYSTEM PARENTWI501(C)(3)11-IMAYO CLINICYes (1)
MCHS--FRANCISCAN MEDICAL CENTER INC
700 WEST AVE SOUTHLA CROSSEWI54601390806374HOSPITAL AND CLINICWI501(C)(3)3MCHS--FRANCISCAN HEALTHCARE INCYes (1)
MCHS--HOME HEALTH & HOSPICE INC
PO BOX 2060EAU CLAIREWI54702391491516HOME HEALTH AND HOSPICE CAREWI501(C)(3)9MCHS--EAU CLAIRE HOSPITAL INCYes (1)
MCHS--LAKE CITY
500 WEST GRANT STREETLAKE CITYMN55041411906820HOSPITALMN501(C)(3)3MAYO CLINICYes (1)
MCHS--MANKATO
1025 MARSH STREETMANKATOMN56002411236756HOSPITAL AND CLINICMN501(C)(3)3MAYO CLINICYes (1)
MCHS--MANKATO HEALTH CARE FOUNDATION
1025 MARSH STREETMANKATOMN56002411663357FUNDRAISING FOUNDATIONMN501(C)(3)7MCHS--MANKATOYes (1)
MCHS--NEW PRAGUE
301 SECOND STREET NENEW PRAGUEMN56071410723639HOSPITAL AND CLINICMN501(C)(3)3MCHS--MANKATOYes (1)
MCHS--NORTHLAND INC
1222 EAST WOODLAND AVENUEBARRONWI54812390920634HOSPITAL AND CLINICWI501(C)(3)3MCHS--EAU CLAIRE HOSPITAL INCYes (1)
MCHS--OAKRIDGE INC
13025 EIGHTH STREET PO BOX 70OSSEOWI54758391029430HOSPITAL AND CLINICWI501(C)(3)3MCHS--EAU CLAIRE HOSPITAL INCYes (1)
MCHS--OWATONNA
134 SOUTHVIEW STOWATONNAMN55060411862132PATIENT CARE - CLINICMN501(C)(3)3MAYO CLINICYes (1)
MCHS--RED CEDAR INC
2321 STOUT ROADMENOMONIEWI54751510190875HOSPITAL AND CLINICWI501(C)(3)3MAYO CLINICYes (1)
MCHS--RED WING
701 HEWITT BOULEVARDRED WINGMN55066411713783PATIENT CARE SERVICESMN501(C)(3)3MAYO CLINICYes (1)
MCHS--SPRINGFIELD
625 NORTH JACKSON AVENUESPRINGFIELDMN56087411893827HOSPITAL AND CLINICMN501(C)(3)3MCHS--MANKATOYes (1)
MCHS--ST JAMES
1101 MOULTON PARSONS DR PO BOX 460ST JAMESMN56081410797368HOSPITAL AND CLINICMN501(C)(3)3MCHS--MANKATOYes (1)
MCHS--ST JAMES HEALTH CARE FOUNDATION
1101 MOULTON PARSONS DR PO BOX 460ST JAMESMN56081411444129FUNDRAISING FOUNDATIONMN501(C)(3)7MCHS--ST JAMESYes (1)
MCHS--SUPPORTIVE HOMECARE INC
PO BOX 2060EAU CLAIREWI54702391686673HOME HEALTH CAREWI501(C)(3)9MCHS--EAU CLAIRE HOSPITAL INCYes (1)
MCHS--WASECA
501 NORTH STATE STREETWASECAMN56093363606405HOSPITAL AND CLINICMN501(C)(3)3MCHS--MANKATOYes (1)
MILES AND SHIRLEY FITERMAN ENDOWMENT FUND FOR DIGESTIVE DISEASES
200 FIRST STREET SWROCHESTERMN55905412020392SUPPORT RESEARCH, PRACTICE & EDUCATIONMN501(C)(3)11-IMAYO CLINICYes (1)
POVERELLO FOUNDATION
200 FIRST STREET SWROCHESTERMN55905411494881FUNDRAISING FOUNDATIONMN501(C)(3)7MAYO CLINIC HOSPITAL - ROCHESTERYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACd
FRANKLIN HEATING STATION
119 THIRD ST SWROCHESTERMN55902410264830UTILITYMNN/A
LATIGO PETROLEUM LLC
PO BOX 14230ODESSATX79768364767494OIL & GAS EXPLORATIONDEN/A
PHYSICIAN SOFTWARE SYSTEMS LLC
3333 WARRENVILLE ROAD SUITE 200LISLEIL60532453414836HEALTHCARE RELATED SOFTWAREILN/A
WATERSHED CAP INSTL PRTNRS III LP
ONE MARITIME PLAZA SUITE 1525SAN FRANCISCOCA94111462982848INVESTMENT ACTIVITIESDEN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (40 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
BWL HOLDINGS INC
1209 ORANGE STREETWILMINGTONDE19801472413749OIL & GAS EXPLORATIONDEN/AC0
AMBIENT CLINICAL ANALYTICS INC
221 1ST AVE SW SUITE 202ROCHESTERMN55902800928405SOFTWAREDEN/AC0
CAVALRY CLO III LTD
INVESTMENT ACTIVITIESN/AC0PO BOX 1093 GT QUEENSGATE HOUSE SGRAND CAYMANCJCJ
CAVALRY CLO IV LTD
INVESTMENT ACTIVITIESN/AC0PO BOX 1093 GT QUEENSGATE HOUSE SGRAND CAYMANCJCJ
GMO GLOBAL BOND INVESTMENT FUND
OTHER FINANCIAL INVESTMENT ACTIVITIESN/A078 SIR JOHN ROGERSONS QUAYDUBLIN 2EIEI
HEALTH TRADITION HEALTH PLAN
1808 EAST MAIN STREETONALASKAWI54650391545987MEDICAL SERVICES COMPANYWIN/AC0
LOBSS NETWORK SUPPORT 2002 INC
200 FIRST STREET SWROCHESTERMN55905481276150ADMINISTRATIVE SERVICESMNN/AC0
MAYO CLINIC GBS MAURITIUS
HEALTHCARE MANAGEMENTN/AC02ND FLOOR EBENE MEWS 57EBENE CYBERCITYMPMP
MAYO CLINIC SUPPORT SERVICES TEXAS
200 FIRST STREET SWROCHESTERMN55905471751102HEALTH SERVICESTXN/AC0
MAYO HOLDING COMPANY
200 FIRST STREET SWROCHESTERMN55905411578020HOLDING COMPANYMNN/AC0
MAYO INSURANCE COMPANY LTD
200 FIRST STREET SWROCHESTERMN55905SELF INSURANCE POOLN/AC0CJ
MCHS--DECORAH CLINIC PHYSICIANS
907 MONTGOMERY STREETDECORAHIA52101411711329PATIENT CARE - CLINICIAN/AC0
MCHS--PHARMACY & HOME MEDICAL INC
1221 WHIPPLE STREETEAU CLAIREWI54703391528920PHARMACY SERVICESWIN/AC0
MMSI INC
21 FIRST STREET SWROCHESTERMN55905411547003THIRD PARTY ADMINISTRATION SERVICESMNN/AC0
RESOUNDANT INC
221 1ST AVE SWROCHESTERMN55902461661978MANUFACTURING MEDICAL DEVICE COMPONENTMNN/AC0
ROCHESTER AIRPORT COMPANY
ROUTE 2ROCHESTERMN55902410506870AIRPORT MANAGEMENTMNN/AC0
SATILLA HEALTHNET INC
1900 TEBEAU STREETWAYCROSSGA31501582151076HEALTH SERVICESGAN/AC0
SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION
13400 E SHEA BLVDSCOTTSDALEAZ85259860870505COMMERCIAL PROPERTY OWNERS ASSOCIATIONAZN/AC0
THE STABILE BUILDING OWNERS' ASSOCIATION
200 FIRST STREET SWROCHESTERMN55905208994499COMMERCIAL PROPERTY OWNERS ASSOCIATIONMNN/AC0
CHARITABLE LEAD TRUST
CHARITABLE TRUSTCAN/AT0
PERPETUAL TRUST
CHARITABLE TRUSTNDN/AT0
PERPETUAL TRUST
CHARITABLE TRUSTAZN/AT0
PERPETUAL TRUST
CHARITABLE TRUSTLAN/AT0
PERPETUAL TRUST (2)
CHARITABLE TRUSTMAN/AT0
PERPETUAL TRUST
CHARITABLE TRUSTMON/AT0
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTAZN/AT0
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTCON/AT0
CHARITABLE REMAINDER TRUST (9)
CHARITABLE TRUSTFLN/AT0
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTLAN/AT0
CHARITABLE REMAINDER TRUST (73)
CHARITABLE TRUSTMNN/AT0
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTNCN/AT0
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTNMN/AT0
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTNVN/AT0
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTNYN/AT0
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTTXN/AT0
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTWIN/AT0
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTCON/AT0
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTILN/AT0
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTMIN/AT0
CHARITABLE REMAINDER TRUST (70)
CHARITABLE TRUSTMNN/AT0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (25 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
P$195,654,135GAAP
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
R$970,380GAAP
MCHS-CHIPPEWA VALLEY INC
L$65,802GAAP
MCHS-CHIPPEWA VALLEY INC
Q$4,692,808GAAP
MCHS-CHIPPEWA VALLEY INC
S$5,524,611GAAP
MCHS-EAU CLAIRE FOUNDATION INC
B$121,800GAAP
MCHS-EAU CLAIRE HOSPITAL INC
L$411,853GAAP
MCHS-EAU CLAIRE HOSPITAL INC
M$3,432,486GAAP
MCHS-EAU CLAIRE HOSPITAL INC
Q$3,522,563GAAP
MCHS-EAU CLAIRE HOSPITAL INC
S$24,160,064GAAP
MCHS-HOME HEALTH & HOSPICE INC
L$53,398GAAP
MCHS-HOME HEALTH & HOSPICE INC
P$406,097GAAP
MCHS-HOME HEALTH & HOSPICE INC
S$1,469,443GAAP
MCHS-NORTHLAND INC
L$68,048GAAP
MCHS-NORTHLAND INC
Q$7,445,412GAAP
MCHS-NORTHLAND INC
S$7,805,727GAAP
MCHS-OAKRIDGE INC
Q$2,800,389GAAP
MCHS-OAKRIDGE INC
S$3,804,225GAAP
MCHS-PHARMACY & HOME MEDICAL INC
P$20,108,776GAAP
MCHS-PHARMACY & HOME MEDICAL INC
Q$1,073,857GAAP
MCHS-PHARMACY & HOME MEDICAL INC
S$1,890,071GAAP
MCHS-RED CEDAR INC
L$1,152,111GAAP
MCHS-RED CEDAR INC
Q$9,573,738GAAP
MMSI INC
M$967,066GAAP
MMSI INC
S$18,994,308GAAP

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