2014-11-06T13:18:22-06:00 2013-12-31 990 2013-01-01 411917516 GOLD CROSS AMBULANCE SERVICE GOLD 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 ROBERT E PEREZ TREASURER 5075381297 2014-11-06 2013 2015-11-30 17:44:51Z SCOTT A SEINOLA 200 FIRST STREET SW ROCHESTER MN 55905 43034103 0 5983 X WWW.MAYOMEDICALTRANSPORT.COM X 1998 MN AMBULANCE SERVICE 8 0 524 0 0 0 36934 28332 40642834 42816986 18282 3152 253743 168423 40951793 43016893 25000670 5000270 0 0 21801610 23095296 0 0 0 13687940 14979766 60490220 43075332 -19538427 -58439 20104994 21700248 6300390 7954083 13804604 13746165 X TO PROVIDE SUPERIOR PATIENT CARE, AT A REASONABLE COST IN A WAY THAT ENGAGES THE WHOLE TEAM, WORKING TOGETHER IN CLINICAL PRACTICE, EDUCATION AND RESEARCH. 0 0 29183209 5000270 35254252 PATIENT CARE - SEE SCHEDULE OPATIENT CARE:GOLD CROSS AMBULANCE SERVICE IS A MEDICAL TRANSPORTATION SERVICE THAT OPERATES AS AN "OUT-OF-HOSPITAL" CARE ORGANIZATION PROVIDING MEDICAL CARE, COMPREHENSIVE MEDICAL TRANSPORTATION AND MEDICAL EDUCATION AND TRAINING TO GROUPS AND INDIVIDUALS IN THE COMMUNITIES SERVED. THE CORE PURPOSE OF THE GOLD CROSS SERVICE IS PROVIDING CARE TO PEOPLE DURING THEIR TIME OF NEED RESULTING FROM ACCIDENTS AND MEDICAL EMERGENCIES. GOLD CROSS RESPONDS TO "911" CALLS IN EACH COMMUNITY SERVED WITHOUT ANY REGARD TO REIMBURSEMENT FOR SERVICES, INCLUDING THE ABILITY OF THE CALLING PARTY TO PAY FOR THE COSTS ASSOCIATED WITH THE SERVICE. GOLD CROSS PROVIDES BASIC LIFE SUPPORT, ADVANCED LIFE SUPPORT, AND CRITICAL CARE SERVICES. NATIONALLY REGISTERED PARAMEDICS AND EMT'S (EMERGENCY MEDICAL TECHNICIANS) STAFF GOLD CROSS AMBULANCES. THIS CERTIFICATION REPRESENTS THE HIGHEST LEVEL OF CERTIFICATION FOR OUT-OF-HOSPITAL EMERGENCY CARE PROVIDERS AVAILABLE AND EXCEEDS THE AMBULANCE SERVICE STANDARDS REQUIRED BY MINNESOTA AND WISCONSIN LAW. GOLD CROSS IS ACCREDITED BY THE COMMISSION ON ACCREDITATION OF MEDICAL TRANSPORT SERVICES (CAMTS). THIS ACCREDITATION REQUIRES MEETING AND MAINTAINING THE HIGHEST LEVEL, RIGOROUS STANDARDS FOR SERVICES TO MEET IN THE NATION FOR AMBULANCE SERVICES. BOTH THE NATIONAL REGISTRY STATUS OF GOLD CROSS PARAMEDICS AND EMTS, AS WELL AS THE ACCREDITATION OF GOLD CROSS BY CAMTS DEMONSTRATE THE FINANCIAL AND PRACTICAL COMMITMENT GOLD CROSS HAS MADE TO PROVIDING THE BEST POSSIBLE CARE TO PATIENTS SERVED.GOLD CROSS UTILIZES DISPATCHING SERVICES PROVIDED BY A SOPHISTICATED COMPUTER AIDED DISPATCH SYSTEM HOUSED IN OUR CENTRALIZED EMERGENCY COMMUNICATIONS CENTER (ECC) IN ROCHESTER, MN, WHICH IS LOCATED IN AND OPERATED BY MAYO CLINIC HOSPITAL -- ROCHESTER, A RELATED EXEMPT MAYO ENTITY. THE ECC ENABLES AREA-WIDE DIGITAL PAGING, PROVIDES PRE-ARRIVAL MEDICAL INSTRUCTIONS TO CALLERS, AND ENSURES TIMELY AND EFFICIENT DISPATCH FOR ALL GOLD CROSS UNITS. WHEN PATIENT CARE REQUIRES IT, GOLD CROSS TEAMS UP WITH SPECIALLY TRAINED STAFF, INCLUDING REGISTERED NURSES FROM REGIONAL MEDICAL HELICOPTER PROGRAMS TO PROVIDE A HIGHER LEVEL OF CARE FOR THE PATIENT - CRITICAL CARE. THE STANDARDIZATION OF PATIENT CARE, SERVICES AND SUPPLIES ACROSS THE SYSTEM AND THE INTEGRATION OF GROUND AND AIR RESPONSE THROUGH A CENTRALIZED EMERGENCY COMMUNICATIONS CENTER HAS ENABLED GOLD CROSS TO PREPARE AN EFFICIENT PLAN OF ACTION FOR MULTIPLE INJURY INCIDENTS. IN ADDITION, GOLD CROSS FILLS A VARIETY OF PUBLIC SAFETY SERVICES IN EACH COMMUNITY SERVED.IN 2013, GOLD CROSS AMBULANCE PROVIDED MEDICAL TRANSPORTATION TO ALMOST 55,000 PATIENTS, OFTEN INVOLVING COMPREHENSIVE MEDICAL CARE DURING TRANSPORTATION. IN ADDITION, GOLD CROSS RESPONDED TO OVER 19,600 EMERGENT REQUESTS FOR SERVICE THAT DID NOT RESULT IN THE TRANSPORTATION OF A PATIENT. THESE NO TRANSPORT REQUESTS CONSUME A SIGNIFICANT AMOUNT OF FINANCIAL RESOURCES, WITHOUT A MEANS OF BILLING FOR AND COLLECTING REVENUE, AS GOLD CROSS FULFILLS ONE OF ITS ROLES AS A PUBLIC SAFETY PROVIDER IN THE COMMUNITIES SERVED. APPROXIMATELY 500 OF THESE NO TRANSPORTS ARE SPECIFIC REQUESTS FOR US TO PROVIDE EMERGENCY MEDICAL STANDBY AS OTHER PUBLIC SAFETY PROVIDERS CONDUCT THEIR NORMAL BUSINESS SUCH AS FIGHTING FIRES, DOING HIGH-RISK POLICE ENTRIES AND ACTIVITIES, ETC., WHICH CAN OFTEN CONSUME SEVERAL HOURS OF UNPAID SERVICE BY OUR CREWS FOR EACH STANDBY. IN ADDITION, GOLD CROSS SERVES THE NEEDS OF VETERANS THROUGH CONTRACTS FOR AMBULANCE SERVICE WITH THE VETERANS ADMINISTRATION IN ST. CLOUD AND DULUTH, IN MINNESOTA AND SUPERIOR, IN WISCONSIN.GOLD CROSS PROVIDES CHARITY CARE FOR PATIENTS FINANCIALLY UNABLE TO PAY FOR SERVICES PROVIDED. SERVICES ARE ALSO PROVIDED TO PATIENTS COVERED BY MEDICARE, MEDICAID, AND OTHER GOVERNMENTAL PROGRAMS AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. CHARITY CARE IS AN ADDITIONAL FINANCIAL STRAIN ON AMBULANCE SERVICES. A RECENT GAO STUDY ON MEDICARE REIMBURSEMENT INDICATED REIMBURSEMENT FOR AMBULANCE SERVICES FALLS SHORT OF ACTUAL COSTS BY 6% IN URBAN AND RURAL AREAS AND 17% IN SUPER-RURAL AREAS. THE COST OF CHARITY CARE PROVIDED IN 2013 WAS APPROXIMATELY $45,000 AND THE COST OF UNCOMPENSATED CARE PROVIDED TO LOW INCOME PATIENTS THROUGH MEDICAID IN 2013 WAS APPROXIMATELY $1,508,000. THE UNREIMBURSED COST OF MEDICARE WAS APPROXIMATELY $3,126,000. GCMN PAID $382,000 TO MNCARE, A PROGRAM THAT PROVIDES HEALTH CARE TO BENEFIT ELIGIBLE MINNESOTA RESIDENTS. 1199821 1579321 EDUCATION AND TRAINING - SEE SCHEDULE O: EDUCATION AND TRAINING:GOLD CROSS HAS BEEN DESIGNATED BY THE AMERICAN HEART ASSOCIATION (AHA) AS A COMMUNITY TRAINING CENTER (CTC) FOR THE AHA WHICH HAS ESTABLISHED GOLD CROSS AS A PROVIDER OF EMERGENCY CARDIAC CARE TRAINING AT VARIOUS PROFESSIONAL LEVELS FOR THE AHA. GOLD CROSS PROVIDES CUSTOMIZED EDUCATIONAL AND TRAINING PROGRAMS TO THE PUBLIC, MAYO CLINIC, MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH, OTHER ALLIED HEALTH CARE AGENCIES, AND PUBLIC SAFETY AGENCIES COVERING TOPICS SUCH AS BASIC EMERGENCY CARE, MEDICAL-LEGAL ISSUES, OSHA REQUIREMENTS, ENVIRONMENTAL EMERGENCIES AND OTHER COURSES SPECIFIC TO CUSTOMER NEEDS. THROUGHOUT 2013 OVER 10,000 PEOPLE WERE TRAINED THROUGH THE CTC OPERATED BY GOLD CROSS.GOLD CROSS DONATES TRAINING TIME TO A VARIETY OF CITIES, COUNTIES, FIRE DEPARTMENTS, EMERGENCY MEDICAL SERVICE AGENCIES, AS WELL AS THE GENERAL PUBLIC. GOLD CROSS HAS DEMONSTRATED THIS COMMITMENT BY SUPPORTING VARIOUS ASSOCIATIONS INCLUDING THE SOUTHEAST REGIONAL EMS PROGRAM BOARD, THE ARROWHEAD EMS ASSOCIATION, THE CENTRAL MINNESOTA EMS JOINT POWERS BOARD, THE SOUTH CENTRAL EMS BOARD, THE MN EMS REGULATORY BOARD, THE MN EMS REGULATORY BOARD DATA COLLECTION SUBCOMMITTEE, THE MN EMS REGULATORY BOARD PREHOSPITAL EDUCATION ADVISORY COMMITTEE, THE MN EMS REGULATORY BOARD MENTAL HEALTH TRANSFER TASK FORCE, THE ROCHESTER/OLMSTED COUNTY INTEGRATED EMERGENCY MANAGEMENT SYSTEM DISASTER EXERCISE SUBCOMMITTEE, THE LAKEHEAD (MINNESOTA) AND VACATIONLAND (WISCONSIN) MUTUAL AID ASSOCIATIONS, THE AMERICAN HEART ASSOCIATION, THE MINNESOTA AMBULANCE ASSOCIATION, AND THE SOUTHEAST REGIONAL EMS PREHOSPITAL ADVISORY COMMITTEE. APPROXIMATELY 8,600 HOURS OF EMPLOYEE TIME WAS PROVIDED FOR A VARIETY OF SAFETY-RELATED PROGRAMS TO VARIOUS COMMUNITIES, BUSINESSES, AND SCHOOLS. IN ADDITION, GOLD CROSS AMBULANCE SERVICE EMPLOYEES PARTICIPATED IN A LARGE NUMBER OF COMMUNITY EVENTS, SCHOOL CAREER FAIRS, STUDENT TOURS, BROWNIE TROOPS, CUB SCOUTS, BOY SCOUTS, STUDENT MENTORSHIP PROGRAMS, VARIOUS PARADES, HEAD START EVENTS AND HEALTH FAIRS, AMONG OTHERS. THE ESTIMATED DOLLAR VALUE OF THESE EFFORTS AND OTHER DONATED SERVICES EXCEEDED $428,000.MANY LOCAL COMMUNITIES CANNOT UPGRADE THEIR AMBULANCE SERVICE FROM BASIC (BLS) TO ADVANCED (ALS) BECAUSE VOLUNTEERS DO NOT HAVE ACCESSIBLE TRAINING. INSPIRED BY THIS FACT, GOLD CROSS HAS WORKED WITH A MULITITUDE OF COMMUNITY PARTNERS TO DEVELOP INNOVATIVE TRAINING SOLUTIONS. SIMILARLY, VOLUNTEER COMMUNITY GROUPS SPECIALIZING IN FIRST RESPONSE OR DISASTER RESPONSE OFTEN LACK FINANCES TO MAKE INITIAL PURCHASES OF EQUIPMENT OR TO UPGRADE EQUIPMENT. GOLD CROSS DONATES USED EQUIPMENT TO SUCH ORGANIZATIONS REGULARLY. THE TOTAL VALUE OF DONATED EQUIPMENT, INCLUDING VEHICLES IN 2013 WAS APPROXIMATELY $60,000. GOLD CROSS FURTHER SUPPORTS VARIOUS COMMUNITIES BY CONTRACTING WITH THEM TO PROVIDE MANAGEMENT SUPPORT SERVICES FOR THEIR SERVICES.OVER THE YEARS, GOLD CROSS HAS DEVELOPED COOPERATIVE APPROACHES IN MEETING MEDICAL CENTER STAFFING NEEDS AS WELL AS INCREASING TRAINING FOR GOLD CROSS PARAMEDICS. BY COLLABORATING WITH HOSPITALS IN VARIOUS CITIES IN WHICH WE PROVIDE SERVICE, GOLD CROSS PARAMEDICS PROVIDE ADVANCED LEVEL PATIENT CARE IN THE EMERGENCY ROOM ENVIRONMENT IN COMMUNITIES THAT BENEFIT FROM THAT STAFFING. THROUGH THIS COLLABORATIVE EFFORT, GOLD CROSS PARAMEDICS RECEIVE TRAINING AND EXPERIENCE TO FURTHER ENHANCE THEIR SKILLS AND THE HOSPITAL AND MEDICAL CENTER BENEFIT FROM THE AVAILABILITY OF PARAMEDICS TO ASSIST DURING PERIODS OF TIME WHEN THEY EXPERIENCE SHORTAGES IN STAFFING.GOLD CROSS IS A FOUNDING MEMBER OF THE NORTH CENTRAL EMS COOPERATIVE (NCEMSC). THE NCEMSC IS OPEN TO MEMBERSHIP FROM EMS AGENCIES IN MINNESOTA, IOWA, NORTH DAKOTA, SOUTH DAKOTA, WISCONSIN AND OTHER PARTS OF THE COUNTRY, AND PROVIDES GROUP PURCHASING OF AMBULANCES, MEDICAL SUPPLIES AND DEVICES AND OTHER SERVICES IN AN EFFORT TO REDUCE COSTS OF VARIOUS INFRASTRUCTURES FOR AMBULANCE SERVICES FACING FINANCIAL HARDSHIP. IN ADDITION, GOLD CROSS PARTICIPATES IN THE WORK OF THE NORTH CENTRAL EMS INSTITUTE (NCEMSI) FOR THE PURPOSES OF ADVANCING BENCHMARKING AND PUBLIC POLICY RESEARCH RELATED TO THE EMS INDUSTRY. SIMILAR INVESTMENTS OF STAFF TIME AND ADMINISTRATIVE RESOURCES ARE EXPENDED IN EFFORTS WITH THE AMERICAN AMBULANCE ASSOCIATION ON NATIONAL BENCHMARKING EFFORTS FOR THE PURPOSE OF IMPROVING THE SERVICES PROVIDED TO THE PATIENTS SERVED BY EMS NATION WIDE, AS WELL AS THE AMERICAN HEART ASSOCIATION ON RESEARCH FUNDING AND EXECUTION OF COMMUNITY AWARENESS. 5994537 5994537 SHARED SERVICES - SEE SCHEDULE O:SHARED SERVICES:PROVIDES SUPPORT SERVICES TO AFFILIATED ORGANIZATIONS TO HELP FURTHER THEIR EXEMPT PURPOSE. 36377567 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 524 1 0 0 0 0 0 0 0 0 0 0 X 8 0 1 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 MN WI X CORPORATE TAX UNIT 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 BOLTON JEFFREY W DIRECTOR 1.00 40.00 X 0 818814 55736 DRUCKER PAUL E DIRECTOR 1.00 40.00 X 0 126682 32007 SANTRACH MD PAULA J DIRECTOR/VICE CHAIR 1.00 40.00 X X 0 401140 49861 SCHNEIDER KENNETH J DIRECTOR 1.00 40.00 X 0 292627 14744 SEINOLA SCOTT A DIRECTOR/PRESIDENT/CEO 1.00 40.00 X X 0 226752 28951 SMOLDT CRAIG A DIRECTOR/CHAIR 1.00 40.00 X X 0 432125 8316 TRANKEL SUSAN K DIRECTOR/SECRETARY 1.00 40.00 X X 0 170456 16316 ZIETLOW MD SCOTT P DIRECTOR 1.00 40.00 X 0 488266 53775 ANDERSON PAUL D VICE PRESIDENT 40.00 0.00 X 154750 0 18283 GALINDEZ JR PETER ASST. SECRETARY 1.00 40.00 X 0 187508 39007 PEREZ ROBERT E TREASURER 1.00 40.00 X 0 128268 25003 ELLINGSON RICHARD R PARAMEDIC (TEAM CAPTAIN) 40.00 0.00 X 110021 0 24563 HALLUM BRADLEY G ADMINISTRATION SUPERVISOR 40.00 0.00 X 112049 0 24563 LEE STEVEN E PARAMEDIC/REGISTERED NURSE 20.00 20.00 X 118734 103556 15170 WILL MATTHEW D SUPPORT SERVICES DIRECTOR 40.00 0.00 X 114518 0 15735 WINGROVE GARY L GOV'T AFFAIRS SPECIALIST 40.00 0.00 X 111991 0 11511 722063 3376194 433541 8 0 1 0 MAYO CLINIC HOSPITAL -- ROCHESTER 200 FIRST ST SW ROCHESTER MN 55905 MEDICAL SERVICES 2397681 MAYO FOUNDATION FOR MEDICAL EDUCATION AN 200 FIRST ST SW ROCHESTER MN 55905 ACCOUNTS PAYABLE PROCUREMENT AGENT 1733303 2 52 28280 28332 NET PATIENT REVENUE 621910 36377128 36377128 SHARED SERVICES REVENUE 561000 5994537 5994537 EDUCATION REVENUE 611600 445321 445321 42816986 1152 1152 8544 5768 7743 9467 801 -3699 -2898 -2898 2000 0 2000 2000 2000 MISC CONSULTING SERVICES 541610 159821 159821 MEDICAL RECORD/TRANSCRIPTION FEES 541900 10380 10380 MISC. REVENUE 900099 744 744 376 376 171321 43016893 42828110 0 160451 X 4992770 4992770 7500 7500 173033 173033 16946921 14537079 2409842 852631 731387 121244 3826272 3282178 544094 1296439 1112087 184352 15156 8982 6174 2728 2728 12251 12251 5919028 3629959 2289069 12336 2795 9541 1004486 556577 447909 169795 16094 153701 450553 440528 10025 945003 893133 51870 23038 3952 19086 1154293 1130404 23889 282401 98373 184028 BAD DEBT EXPENSE 3655400 3655400 MEDICAL SUPPLIES 697448 697448 MN CARE TAX 382000 382000 EMPLOYEE RELATED EXPENS 194203 194203 59647 4718 54929 43075332 36377567 6697765 0 5117367 3109336 14257821 9527110 4676921 4730711 7205030 10148631 3105676 3711570 20104994 21700248 1447795 1700338 4852595 6253745 6300390 7954083 X 13804604 13746165 13804604 13746165 20104994 21700248 -58439 0 X 0 1 X 1 0 X 1 36934 28332 65267 25933176 27665265 29881881 40654864 42828110 166963296 25933176 27665265 29881882 40691798 42856442 167028563 0 0 0 167028563 44784 24831 17276 18939 15464 121294 44784 24831 17276 18939 15464 121294 26550 27450 29450 240556 160197 484203 26004510 27717546 29928608 40951293 43032103 167634060 0.99640 0.99370 0.00070 0.00560 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISC REVENUE - 2009 AMOUNT: $ 26,550. 2010 AMOUNT: $ 27,450. 2011 AMOUNT: $ 29,450. 2012 AMOUNT: $ 240,556. 2013 AMOUNT: $ 160,197. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 12251 0 0 12251 0 PART II-B, LINE 1: DURING 2013 GOLD CROSS AMBULANCE SERVICE (GCMN) OFFICIALS HAD SEVERAL MEETINGS AND CONTACTS WITH GOVERNMENT OFFICIALS, PRIMARILY FROM THE MINNESOTA STATE GOVERNMENT. THESE MEETINGS INCLUDED DISCUSSIONS OF VARIOUS STATE REGULATORY AGENCIES. THESE MEETINGS WERE PRIMARILY HELD IN ST. PAUL, MINNESOTA. GCMN ALSO HAD A MEMBERSHIP IN THE MINNESOTA AMBULANCE ASSOCIATION WHICH MAY ADVOCATE ON BEHALF OF ITS MEMBERS BEFORE THE MINNESOTA LEGISLATURE. GCMN HAS ON OCCASION CORRESPONDED WITH ELECTED REPRESENTATIVES AND GOVERNMENT OFFICIALS OUTLINING GCMN'S CONCERNS AND RECOMMENDATIONS ON VARIOUS HEALTH CARE INITIATIVES AND PROPOSALS. THE PRIMARY FOCUS OF ALL THESE CONTACTS WAS TO DISCUSS PRINCIPLES OF AMBULANCE RELATED HEALTH CARE LEGISLATION RATHER THAN TRY TO INFLUENCE SPECIFIC PROPOSED LEGISLATION. THE MAJORITY OF THESE ACTIVITIES WERE CONDUCTED BY REGISTERED LOBBYISTS. FEES PAID TO REGISTERED LOBBYISTS FOR THESE ACTIVITIES TOTALED $12,251. EMPLOYEES AND REPRESENTATIVES OF GCMN HAVE ALSO CORRESPONDED, HELD MEETINGS AND TESTIFIED BEFORE LEGISLATORS AND LEGISLATIVE COMMITTEES AT THE REQUEST OF LEGISLATORS WHEN PARTICULAR EXPERTISE IN CERTAIN AREAS WAS REQUIRED. GCMN ALSO OCCASIONALLY HOSTS VISITS TO OUR VARIOUS SITES FOR POLICY MAKERS AND ELECTED OFFICIALS WHEN CERTAIN PROCEDURES AND UNIQUE ASPECTS OF GCMN OPERATIONS MAY HAVE A USEFUL BEARING ON PUBLIC POLICY OR THE PROVISION OF PUBLIC SERVICES. GCMN MAY ALSO DEAL WITH MEMBERS OF GOVERNMENT ON A LESS REGULAR BASIS WHEN MAKING EFFORTS TO MEET CERTAIN REGULATORY REQUIREMENTS IMPOSED BY LOCAL, STATE AND FEDERAL LAW AND RULE. THESE AREAS MAY INCLUDE AMBULANCE-RELATED REGULATIONS, PERSONNEL CERTIFICATION, TAX STATUS, LICENSING OF REGULATED ACTIVITIES SUCH AS OUR CERTIFIED TRAINING INSTITUTIONS, REAL ESTATE AND GROWTH MANAGEMENT ISSUES, ZONING, PUBLIC WORKS AND OTHER ISSUES COMMON IN THE COURSE OF PROVIDING SERVICES TO OUR PATIENTS AND FULFILLING OUR EDUCATIONAL AND RESEARCH OBLIGATIONS. WE BELIEVE THAT THESE INFORMAL MEETINGS DO NOT CONSTITUTE ATTEMPTS TO INFLUENCE SPECIFIC LEGISLATION AS CONTEMPLATED BY THESE QUESTIONS. 761869 761869 3110726 2095597 1015129 304178 283065 21113 10081048 7148448 2932600 4730711 MAYO POOLED INVESTMENTS 10148631 F 10148631 DUE FROM AFFILIATES 3711570 3711570 DUE TO AFFILIATES 6253745 6253745 X PART X, LINE 2: AT DECEMBER 31, 2013 AND 2012, 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. 0 0 0 0 0 0 0 0 0 0 SUB-SAHARAN AFRICA MISSIONARY WORK IN LIBERIA 7500 AMBULANCE FMV 1 0 0 0 0 0 0 0 1 MAYO CLINIC 200 FIRST ST SW ROCHESTER MN 55905 416011702 501(C)(3) 5000000 SUPPORT EXEMPT PURPOSE CITY OF UPSALA FIRE DEPARTMENT 110 WEST ELM AVENUE UPSALA MN 56384 416005590 CITY OF UPSALA 7500 FMV 2003 FORD E350 WHEELED COACH AMBULANCE SUPPORT OF COMMUNITY WITH DONATION OF USED EQUIPMENT RANDALL VOLUNTEER FIRE DEPARTMENT 535 PACIFIC AVENUE PO BOX 145 RANDALL MN 56475 411552656 CITY OF RANDALL 7500 FMV 2003 FORD E350 WHEELED COACH AMBULANCE SUPPORT OF COMMUNITY WITH DONATION OF USED EQUIPMENT OSMAN SHRINE PO BOX 5852 ROCHESTER MN 55903 410123087 501(C)(3) 7500 FMV 2002 FORD E350 WHEELED COACH AMBULANCE SUPPORT OF COMMUNITY WITH DONATION OF USED EQUIPMENT CITY OF AMNICON 8985 EAST HIGHWAY 2 SOUTH RANGE WI 54874 391033420 CITY OF AMNICON 7500 FMV 2005 FORD E350 WHEELED COACH AMBULANCE SUPPORT OF COMMUNITY WITH DONATION OF USED EQUIPMENT OSSEO VOLUNTEER FIRE DEPARTMENT 13712 8TH STREET OSSEO WI 54758 391620751 CITY OF OSSEO 7500 FMV 2001 FORD E350 WHEELED COACH AMBULANCE SUPPORT OF COMMUNITY WITH DONATION OF USED EQUIPMENT ROCHESTER FIRE DEPARTMETN 101 SE 4TH STREET ROCHESTER MN 55904 416005494 CITY OF ROCHESTER 7500 FMV 2005 FORD E350 WHEELED COACH AMBULANCE SUPPORT OF COMMUNITY WITH DONATION OF USED EQUIPMENT AMNICON VOLUNTEER FIRE DEPARTMENT 3196 SOUTH POPLAR RIVER ROAD POPLAR WI 54418 396005965 CITY OF POPLAR 7500 FMV 2005 FORD E350 WHEELED COACH AMBULANCE SUPPORT OF COMMUNITY WITH DONATION OF USED EQUIPMENT 9 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. 0 1 0 0 0 0 0 0 0 BOLTON JEFFREY W DIRECTOR 0 720605 0 0 0 98209 0 33940 0 21796 0 874550 0 0 DRUCKER PAUL E DIRECTOR 0 123105 0 0 0 3577 0 7641 0 24366 0 158689 0 0 SANTRACH MD PAULA J DIRECTOR/VICE CHAIR 0 367237 0 0 0 33903 0 36705 0 13156 0 451001 0 0 SCHNEIDER KENNETH J DIRECTOR 0 282831 0 0 0 9796 0 176 0 14568 0 307371 0 0 SEINOLA SCOTT A DIRECTOR/PRESIDENT/CEO 0 225906 0 0 0 846 0 6180 0 22771 0 255703 0 0 SMOLDT CRAIG A DIRECTOR/CHAIR 0 380091 0 0 0 52034 0 0 0 8316 0 440441 0 0 TRANKEL SUSAN K DIRECTOR/SECRETARY 0 167781 0 0 0 2675 0 15 0 16301 0 186772 0 0 ZIETLOW MD SCOTT P DIRECTOR 0 433583 0 0 0 54683 0 28003 0 25772 0 542041 0 0 ANDERSON PAUL D VICE PRESIDENT 151439 0 0 0 3311 0 0 0 18283 0 173033 0 0 0 GALINDEZ JR PETER ASST. SECRETARY 0 187054 0 0 0 454 0 16189 0 22818 0 226515 0 0 PEREZ ROBERT E TREASURER 0 121340 0 0 0 6928 0 0 0 25003 0 153271 0 0 LEE STEVEN E PARAMEDIC/REGISTERED NURSE 78045 103556 0 0 40689 0 0 7212 0 7958 118734 118726 0 0 PART I, LINE 4B THIS ENTITY OR ITS AFFILIATE HAS A SUPPLEMENTAL RETIREMENT PLAN (SRP) DESIGNED TO ROUGHLY APPROXIMATE AN EXTENSION OF THE BENEFITS UNDER THE MAYO PENSION PLAN TO INCOME ABOVE THE INTERNAL REVENUE CODE QUALIFIED PLAN LIMIT IN SECTION 401(A)(17). 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). JEFFREY W. BOLTON $93,725 PAULA J. SANTRACH, M.D. $31,026 KENNETH J. SCHNEIDER $ 8,029 CRAIG A. SMOLDT $34,493 SCOTT P. ZIETLOW, M.D. $51,375 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 III: COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. KWIK TRIP INC OVERLAPPING BOARD 499641 FUEL PURCHASE - ALL TRANSACTIONS ARE CONDUCTED AT AN ARMS LENGTH BASIS. 0 MMSI INC OVERLAPPING BOARD 4689796 PREMIUMS AND INSURANCE PAYMENTS 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: DRUCKER, PAUL E. SANTRACH M.D., PAULA J. SCHNEIDER, KENNETH J. SEINOLA, SCOTT A. SMOLDT, CRAIG A. TRANKEL, SUSAN K. ZIETLOW M.D., SCOTT P. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL WHO IS ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: BOLTON, JEFFREY W. THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: GALINDEZ JR., PETER PEREZ, ROBERT E. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL WHO IS ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: BOLTON, JEFFREY W. BOLTON, JEFFREY W., SEINOLA, SCOTT A. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MMSI, INC., A RELATED TAXABLE ENTITY. 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 FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE CORPORATE MEMBER ELECTS AND/OR REMOVES THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER MUST APPROVE CERTAIN ACTIONS OF THE BOARD SUCH AS INCURRENCE OF DEBT, CHANGES INVOLVING THE CORPORATION OR ITS STRATEGIC PLAN AND/OR MISSION, THE ALTERATION OF NAMES USED BY FACILITIES OPERATED BY THE CORPORATION, AND DISTRIBUTION OF ASSETS UPON DISSOLUTION. 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 SITE FINANCE STAFF AND THE TREASURER. 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 AND ADMINISTRATIVE LEADERSHIP. IN ADDITION TO ANY REVIEW AND APPROVAL THAT MAY TAKE PLACE AT THE LOCAL ENTITY LEVEL, THE FOLLOWING INDEPENDENT APPROVAL PROCESS OCCURS ANNUALLY IN THE FALL FOR THE NEXT YEAR'S COMPENSATION. THE SALARIES OF THE DIRECTOR/PRESIDENT/CEO AND DIRECTOR/VICE CHAIR WERE REVIEWED BY THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE PURSUANT TO THE PROCESS DESCRIBED BELOW FOR FLORIDA, ARIZONA, AND ROCHESTER, MN - PHYSICIAN AND ADMINISTRATIVE LEADERSHIP. THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE INITIALLY REVIEWS THE COMPENSATION OF PHYSICIANS AND ADMINISTRATIVE LEADERSHIP FOR THE ARIZONA, FLORIDA, AND ROCHESTER, MINNESOTA CAMPUSES. THE COMMITTEE IS COMPRISED OF MAYO EMPLOYEES, BUT IS INDEPENDENT FOR INTERNAL REVENUE CODE 4958 FOR THE INDIVIDUALS WHOSE SALARY IS REVIEWED (WITH RECUSAL WHERE APPROPRIATE). FOR THOSE INDIVIDUALS FOR WHICH THIS COMMITTEE CAN NOT SERVE AS THE INDEPENDENT REVIEW, THEIR COMPENSATION AND BENEFITS ARE REVIEWED BY THE GOVERNANCE COMMITTEE (DESCRIBED BELOW). THE SALARY AND BENEFITS COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. THE MAYO CLINIC COMMITTEE ON OFFICER SUCCESSION, COMPENSATION, AND GOVERNANCE (GOVERNANCE COMMITTEE) IS COMPRISED OF SEVEN OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. THIS GROUP REVIEWS THE COMPENSATION AND BENEFITS FOR PHYSICIANS FROM ALL CAMPUSES, INCLUDING THE MAYO CLINIC HEALTH SYSTEM LOCATIONS, AS WELL AS CERTAIN SENIOR ADMINISTRATIVE AND EXECUTIVE LEADERSHIP (INCLUDING ALL PERSONS BELIEVED TO BE DISQUALIFIED PERSONS). THIS PROCESS ESTABLISHES ACCEPTABLE RANGES FOR VARIOUS POSITIONS, LEVELS, AND SPECIALTIES. THE COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. IN ADDITION, THE GOVERNANCE COMMITTEE DIRECTLY RETAINS AN INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANT TO PROVIDE RELEVANT, CONTEMPORANEOUS BENCHMARK INFORMATION FOR A SMALL GROUP OF SENIOR PHYSICIAN, ADMINISTRATIVE, AND EXECUTIVE LEADERSHIP POSITIONS FOR WHICH AN INDIVIDUALIZED REVIEW AND RECOMMENDATION IS MADE. FORM 990, PART VI, SECTION C, LINE 19 THE FILING ORGANIZATION'S GOVERNING DOCUMENTS 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 OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 2,314,197. MANAGEMENT AND GENERAL EXPENSES 1,995,699. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,309,896. OTHER PURCHASED SERVICES : PROGRAM SERVICE EXPENSES 67,397. MANAGEMENT AND GENERAL EXPENSES 293,370. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 360,767. VEHICLE REPAIRS/MAINTENANCE : PROGRAM SERVICE EXPENSES 1,248,366. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,248,366. 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) 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-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 FRANCISCAN SKEMP FOUNDATION OF ARCADIA INC 464 SOUTH ST JOSEPH AVENUE ARCADIA WI 54612 391322480 FUNDRAISING FOUNDATION WI 501(C)(3) 9 MCHS--FRANCISCAN HEALTHCARE INC 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 -- METHODIST HOSPITAL 200 FIRST STREET SW ROCHESTER MN 55905 410739106 HOSPITAL MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HOSPITAL-- ROCHESTER 200 FIRST STREET SW ROCHESTER MN 55905 410944601 HOSPITAL MN 501(C)(3) 3 MAYO CLINIC 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 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 1116 WEST MILL STREET 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 0 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 0 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 FOUNDATION-SPARTA INC 310 WEST MAIN STREET SPARTA WI 54656 391423234 FUNDRAISING FOUNDATION WI 501(C)(3) 9 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--HOME HEALTH & HOSPICE INC PO BOX 2060 EAU CLAIRE WI 54702 391491516 HOME HEALTH AND HOSPICE CARE WI 501(C)(3) 9 MCHS--EAU CLAIRE HOSPITAL 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 MAYO CLINIC 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--ST JAMES HEALTH CARE FOUNDATION 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 411444129 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--ST JAMES 1 MCHS--SUPPORTIVE HOMECARE INC PO BOX 2060 EAU CLAIRE WI 54702 391686673 HOME HEALTH CARE WI 501(C)(3) 9 MCHS--EAU CLAIRE HOSPITAL INC 1 MCHS--WASECA 501 NORTH STATE STREET WASECA MN 56093 363606405 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 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 KLINIK STIFTUNG 60486 FRANKFURT AM MAIN FRANKFURT GM FUNDRAISING FOUNDATION GM MFMER 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 PHYSICIAN SOFTWARE SYSTEMS LLC 3333 WARRENVILLE ROAD SUITE 200 LISLE IL 60532 453414836 HEALTHCARE RELATED SOFTWARE IL N/A GMO GLOBAL BOND INVESTMENT FUND 78 SIR JOHN ROGERSONS QUAY DUBLIN 2 EI OTHER FINANCIAL INVESTMENT ACTIVITIES EI N/A 0 HEALTH TRADITION HEALTH PLAN 1808 EAST MAIN STREET ONALASKA WI 54650 391545987 MEDICAL SERVICES COMPANY WI N/A C 0 LOBSS NETWORK SUPPORT 2002 INC 200 FIRST STREET SW ROCHESTER MN 55905 481276150 ADMINISTRATIVE SERVICES MN N/A C 0 MAYO CLINIC GBS MAURITIUS 2ND FLOOR EBENE MEWS 57 EBENE CYBERCITY MP HEALTHCARE MANAGEMENT MP N/A C 0 MCHS--DECORAH CLINIC PHYSICIANS 907 MONTGOMERY STREET DECORAH IA 52101 411711329 PATIENT CARE - CLINIC IA N/A C 0 MCHS--PHARMACY & HOME MEDICAL INC 1221 WHIPPLE STREET EAU CLAIRE WI 54703 391528920 PHARMACY SERVICES WI N/A C 0 MCHS PHYSICIANS IN WAYCROSS INC 1900 TEBEAU STREET WAYCROSS GA 31501 204363143 PHYSICIAN OFFICES GA N/A C 0 MAYO HOLDING COMPANY 200 FIRST STREET SW ROCHESTER MN 55905 411578020 HOLDING COMPANY MN N/A C 0 MAYO INSURANCE COMPANY LTD 200 FIRST STREET SW ROCHESTER MN 55905 SELF INSURANCE POOL CJ N/A C 0 MMSI INC 21 FIRST STREET SW ROCHESTER MN 55905 411547003 THIRD PARTY ADMINISTRATION SERVICES MN N/A C 0 RESOUNDANT INC 221 1ST AVE SW ROCHESTER MN 55902 461661978 MANUFACTURING MEDICAL DEVICE COMPONENT MN N/A C 0 ROCHESTER AIRPORT COMPANY ROUTE 2 ROCHESTER MN 55902 410506870 AIRPORT MANAGEMENT MN N/A C 0 SATILLA HEALTHNET INC 1900 TEBEAU STREET WAYCROSS GA 31501 582151076 HEALTH SERVICES GA N/A C 0 SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION 13400 E SHEA BLVD SCOTTSDALE AZ 85259 860870505 COMMERCIAL PROPERTY OWNERS ASSOCIATION AZ N/A C 0 THE STABILE BUILDING OWNERS' ASSOCIATION 200 FIRST STREET SW ROCHESTER MN 55905 208994499 COMMERCIAL PROPERTY OWNERS ASSOCIATION MN N/A C 0 DESTINATION MEDICAL CENTER ECONOMIC DEVELOPMENT AGENCY 50 SOUTH SIXTH STREET SUITE 1500 MINNEAPOLIS MN 554021498 464893585 ECONOMIC DEVELOPMENT MN N/A C 0 CAVALRY CLO III LTD PO BOX 1093 GT QUEENSGATE HOUSE S GRAND CAYMAN CJ INVESTMENT ACTIVITIES CJ N/A C 0 CHARITABLE LEAD TRUST (2) CHARITABLE TRUST CA N/A T 0 CHARITABLE LEAD TRUST CHARITABLE TRUST MN N/A T 0 CHARITABLE LEAD TRUST CHARITABLE TRUST IL N/A T 0 PERPETUAL TRUST CHARITABLE TRUST ND N/A T 0 PERPETUAL TRUST CHARITABLE TRUST AZ N/A T 0 PERPETUAL TRUST CHARITABLE TRUST LA N/A T 0 PERPETUAL TRUST (2) CHARITABLE TRUST MA N/A T 0 PERPETUAL TRUST CHARITABLE TRUST MN N/A T 0 PERPETUAL TRUST CHARITABLE TRUST MO N/A T 0 CHARITABLE REMAINDER TRUST CHARITABLE TRUST AZ N/A T 0 CHARITABLE REMAINDER TRUST CHARITABLE TRUST CO N/A T 0 CHARITABLE REMAINDER TRUST (7) CHARITABLE TRUST FL N/A T 0 CHARITABLE REMAINDER TRUST CHARITABLE TRUST LA N/A T 0 CHARITABLE REMAINDER TRUST (76) CHARITABLE TRUST MN N/A T 0 CHARITABLE REMAINDER TRUST CHARITABLE TRUST NC N/A T 0 CHARITABLE REMAINDER TRUST CHARITABLE TRUST TX N/A T 0 CHARITABLE REMAINDER TRUST CHARITABLE TRUST CO N/A T 0 CHARITABLE REMAINDER TRUST CHARITABLE TRUST IL N/A T 0 CHARITABLE REMAINDER TRUST CHARITABLE TRUST MI N/A T 0 CHARITABLE REMAINDER TRUST (72) CHARITABLE TRUST MN N/A T 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 MAYO CLINIC HEALTH SYSTEM--ALBERT LEA AND AUSTIN L 160042 GAAP MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC L 240000 GAAP MAYO CLINIC HEALTH SYSTEM--MANKATO L 119163 GAAP MAYO CLINIC HOSPITAL--ROCHESTER M 2398253 GAAP MAYO CLINIC HOSPITAL - ROCHESTER Q 213741 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH P 16773302 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH P 7441102 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH L 1086250 GAAP MMSI INC R 3365050 GAAP MMSI INC S 1324746 GAAP