2014-10-24T10:42:30-05:00 2013-12-31 990 2013-01-01 593337028 MAYO CLINIC JACKSONVILLE MAYO 5075381297 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 MARY J HOFFMAN TREASURER 5075381297 2014-10-24 2013 2015-11-30 17:44:51Z DR WILLIAM RUPP 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 658836924 0 5983 X WWW.MAYOCLINIC.ORG X 1995 FL OPERATION OF A MULTI-SPECIALTY OUTPATIENT CLINIC. 17 0 3458 687 5082003 421526 66779818 85827806 544174233 557473947 4134477 11807762 1570931 2440341 616659459 657549856 18937700 14850916 0 0 331089330 358132234 0 0 123352 272470160 284960033 622497190 657943183 -5837731 -393327 652206702 694169816 317734612 350337701 334472090 343832115 X TO INSPIRE HOPE AND CONTRIBUTE TO HEALTH AND WELL-BEING BY PROVIDING THE BEST CARE TO EVERY PATIENT THROUGH INTEGRATED CLINICAL PRACTICE, EDUCATION, AND RESEARCH. 0 0 396036018 13650107 425973072 PATIENT & COMMUNITY SERVICES (SEE SCHEDULE O)PATIENT & COMMUNITY SERVICES:MAYO CLINIC JACKSONVILLE (MCJ) IS A MULTISPECIALTY OUTPATIENT CLINIC WITH A TEAM APPROACH TO PATIENT CARE ALLOWING FOR COMPREHENSIVE EVALUATION AND ADVANCED TREATMENT OF COMPLEX DISEASES. MCJ HAS OVER 3,400 PHYSICIANS, SCIENTISTS, ALLIED HEALTH STAFF, STUDENTS AND ADMINSTRATIVE PERSONNEL. IN 2013, MORE THAN 99,000 PATIENTS WERE DIAGNOSED AND TREATED AT MCJ. CLINIC STAFF PROVIDED MORE THAN 457,000 OUTPATIENT VISITS AND 568,000 PROCEDURES WERE DONE. MCJ, IN AFFILIATION WITH MAYO CLINIC FLORIDA (A RELATED HOSPITAL EXEMPT UNDER SECTION 501(C)(3) OF THE CODE), IS ONE OF THE MAIN PROVIDERS OF HEALTH CARE SERVICES IN NORTHEAST FLORIDA. MAYO CLINIC FLORIDA (MCF) IS LOCATED ON THE CAMPUS OF MCJ. THE AFFILIATED ORGANIZATIONS ARE OFTEN REFERRED TO AND VIEWED AS A SINGLE INTEGRATED INSTITUTION.MCJ PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS. SERVICES ARE PROVIDED TO BOTH MEDICARE AND MEDICAID PATIENTS AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. FINANCIAL ASSISTANCE IS ALSO PROVIDED FOR PATIENTS THAT ARE FINANCIALLY UNABLE TO PAY FOR SERVICES PROVIDED. THE COST OF UNCOMPENSATED CARE PROVIDED TO LOW INCOME PATIENTS THROUGH MEDICAID WAS APPROXIMATELY $5,812,600. THE COST OF UNCOMPENSATED CARE PROVIDED TO PATIENTS THROUGH MEDICARE WAS APPROXIMATELY $409,174,100. FINANCIAL ASSISTANCE (AT COST) PROVIDED TO PATIENTS IN 2013 WAS APPROXIMATELY $11,790,600. OF THE FINANCIAL ASSISTANCE PROVIDED EACH YEAR, A PORTION OF IT GOES TO TRANSPLANT PATIENTS WHO WOULD OTHERWISE DIE WITHOUT A NEW, FUNCTIONING ORGAN.BEING CONNECTED AND INVOLVED PROVIDES AN OPPORTUNITY FOR MCJ AND MCF TO COLLABORATE WITH OTHER HEALTH SERVICE PROVIDERS TO ADDRESS THE COMMUNITY'S HEALTH CARE NEEDS AND PROVIDE ASSISTANCE TO THOSE WHO HAVE TROUBLE ACCESSING ADEQUATE MEDICAL CARE.MCJ AND MCF HAVE PARTNERED WITH OVER 30 ORGANIZATIONS TO IMPROVE THE QUALITY OF LIFE AND MAKE JACKSONVILLE AND NORTHEAST FLORIDA A HEALTHIER COMMUNITY. THESE PARTNERSHIPS HELP MCJ AND MCF DISCOVER UNMET NEEDS IN THE COMMUNITY AND DEVELOP PROGRAMS TO FULFILL THOSE NEEDS.MCJ AND MCF SUPPORT THE SULZBACHER CENTER WHICH PROVIDES COMPREHENSIVE SERVICES FOR THE HOMELESS. MCJ AND MCF PROVIDE MULTI-YEAR FINANCIAL SUPPORT AND PHYSICIAN SUPPORT TO THE SULZBACHER CENTER IN ORDER TO ASSIST THE CENTER IN PROVIDING AFTER-HOURS PRIMARY AND BEHAVIORAL HEALTH CARE TO UNINSURED PATIENTS WHO ARE HOMELESS. IN 2013, SUPPORT TOTALED $36,095, WHICH PROVIDED CARE TO 78 PATIENTS IN THE MEDICAL PROCEDURE CLINIC AND 47 PATIENTS SEEN BY MAYO PSYCHIATRISTS. ABOUT 68% OF THE SULZBACHER CENTER BEACHES CLINIC PATIENT POPULATION LIVES AT 100% OR BELOW THE FEDERAL POVERTY LEVEL.MCJ AND MCF WORK WITH THE BLOOD ALLIANCE TO OPERATE THE MAYO CLINIC BLOOD DONOR CENTER. THE CENTER IS STAFFED AND OPERATED BY THE BLOOD ALLIANCE. UNDERSTANDING THE NEED TO INCREASE BLOOD DONATION, THE MAYO SITES PROVIDE SPACE AND FURNISHINGS FOR A DONOR CENTER OPEN TO THE PUBLIC. IN 2013, THE DONOR CENTER COLLECTED 1,985 UNITS OF RED BLOOD CELLS AND 476 UNITS OF PLATELET PRODUCTS.MCJ AND MCF ARE DEDICATED TO FURTHERING MINORITY HEALTH AND WELLNESS EFFORTS AND REDUCING HEALTH DISPARITIES. THROUGH EDUCATION AND AWARENESS PROGRAMS, PERSONALIZED HEALTH CARE AND INNOVATIVE RESEARCH, MCJ AND MCF STRIVE TO ELIMINATE DISPARITIES WITHIN THE COMMUNITIES AND TO HELP PREVENT AND REDUCE ILLNESS AND DEATH IN MINORITY POPULATIONS. IN 2013, THE HEALTH DISPARITIES PROGRAM HELD SEVERAL MAJOR PROJECTS AND INITIATIVES TO BRING TOGETHER THE JACKSONVILLE COMMUNITY TO DISCUSS AND LEARN ABOUT SOLUTIONS TO SOME OF THE HEALTH DISPARITIES FACED BY THE LOCAL COMMUNITY.IN 2013, STAFF FROM MCJ AND MCF WORKED WITH LOCAL CHURCHES AND COMMUNITY ORGANIZATIONS TO BRING HEALTH EDUCATION AND SCREENINGS TO THE COMMUNITY IN 5 MAIN EVENTS THAT REACHED 300 PEOPLE. IN ADDITION, VITAMIN D EDUCATION AND FREE VITAMIN D TESTING WAS OFFERED AT VARIOUS EVENTS THROUGHOUT THE COMMUNITY. MCF AND MCJ PROVIDED ASSISTANCE FOR THE FEBRUARY 2013 GRAND OPENING OF THE CENTER FOR THE PREVENTION OF HEALTH DISPARITIES ON EDWARD WATERS COLLEGE CAMPUS, A HISTORICALLY BLACK COLLEGE. SEVERAL MAYO SPONSORED COMMUNITY EVENTS HAVE BEEN HELD AT THE CENTER. STAFF CONTINUES TO EDUCATE THE COMMUNITY ON THE IMPORTANCE OF RESEARCH PARTICIPATION AND THE IMPORTANCE OF WORKING TOGETHER TO REDUCE HEALTH DISPARITIES WITHIN THE COMMUNITY.IN 2013, MAYO CLINIC WAS THE LEAD SPONSOR FOR AN EXHIBIT ENTITLED "RACE: ARE WE SO DIFFERENT?" THE EXHIBIT WAS HELD AT THE JACKSONVILLE MUSEUM OF SCIENCE AND HISTORY (MOSH) FROM JANUARY 26 TO APRIL 28. MCJ AND MCF EMPLOYEES, VOLUNTEERS AND THEIR GUESTS WERE ENCOURAGED TO ATTEND AND MADE AVAILABLE FACILITATOR-LEAD GROUP DISCUSSIONS. SPECIAL EVENTS WERE HELD AT MOSH AND AT THE MCJ/MCF CAMPUSES TO ENCOURAGE PARTICIPATION. MORE THAN 1,900 MAYO EMPLOYEES AND THEIR GUESTS ATTENDED THE EXHIBIT. MOSH ALSO SCHEDULED SPECIAL PROGRAMMING TO COMPLEMENT THE EXHIBIT. MORE THAN 45,000 PEOPLE, INCLUDING 8,528 STUDENTS AND 2,169 TEACHERS AND CHAPERONES, VISITED MOSH OR ATTENDED AN EVENT DURING THE EXHIBIT.IN 2010, MCJ AND MCF, ALONG WITH SEVERAL LOCAL AGENCIES, CONTRIBUTED TO THE FORMING OF THE CAREGIVER COALITION, WHICH PROVIDES WORKSHOPS THROUGHOUT NORTHEAST FLORIDA CENTERED ON CARING FOR THE CAREGIVER. THE THIRD CAREGIVER EXPO IN 2013 HELPED EDUCATE MORE THAN 300 FAMILY CAREGIVERS. MAYO'S MEMORY DISORDER CLINIC PARTICIPATED IN SIX "CARING FOR THE CAREGIVER" WORKSHOPS IN CONJUNCTION WITH THE CAREGIVER COALITION. THESE EFFORTS REACHED ABOUT 900 FAMILY CAREGIVERS THROUGHOUT NORTHEAST FLORIDA.THROUGH THE MEMORY DISORDER CLINIC, MCJ AND MCF PROVIDED MORE THAN 265 HOURS OF TRAINING TO MORE THAN 3,800 PEOPLE IN 2013. TRAINING INCLUDED TOPICS GEARED TOWARDS HEALTHY AGING, WHEN TO WORRY ABOUT MEMORY, RESEARCH UPDATES AND STRATEGIES FOR MANAGING DEMENTIAS. STAFF ALSO PROVIDED FREE MONTHLY CLASSES FOR CAREGIVERS AND PARTNERED WITH THE CITY OF JACKSONVILLE TO PRESENT PROGRAMS ON MAINTAINING A HEALTHY LIFESTYLE. THESE EVENTS WERE ATTENDED BY MORE THAN 400 PEOPLE IN 2013.THE MEMORY DISORDER CLINIC IS THE CONTACT IN NORTHEAST FLORIDA FOR THE STATE-WIDE SILVER ALERT PROGRAM. STAFF RESPONDED TO 17 SILVER ALERTS IN 2013 AND WORKED WITH LOCAL LAW ENFORCEMENT TO ASSURE THAT PERSONS RECEIVE INFORMATION ON DRIVING ALTERNATIVES, SAFE/RETURN IDENTIFICATION BRACELETS AND RESOURCES.DURING 2013, MORE THAN 2,000 EMPLOYEES FROM BOTH MCJ AND MCF PARTICIPATED IN COMMUNITY EVENTS OR VOLUNTEERED THEIR TIME AND EXPERTISE FOR COMMUNITY PROJECTS. IN ADDITION, EMPLOYEES DONATED MORE THAN $232,000 TO THE UNITED WAY AND OTHER CHARITABLE CAUSES.EMPLOYEES OF MCF AND MCJ ARE SUPPORTERS OF THE CHILDREN'S CHRISTMAS PARTY OF JACKSONVILLE, A PROJECT THEY HAVE BEEN INVOLVED WITH FOR 12 YEARS. IN 2013, THEY HELPED RAISE $8,500 ALONG WITH A CORPORATE DONATION OF $8,000 TO BUY BICYCLES AND HELMETS FOR MORE THAN 8,600 LOW-INCOME CHILDREN WHO ATTENDED THE PARTY. OVER 75 MAYO CLINIC EMPLOYEES VOLUNTEERED FOR THE SET-UP AND ACTUAL PARTY.CULTURAL EVENTS AND THE ARTS ARE A MEASURE OF A COMMUNITY'S HEALTH AND QUALITY OF LIFE. MCJ AND MCF INTEGRATE THE ARTS INTO THEIR MEDICAL ENVIRONMENT THROUGH ITS CENTER FOR HUMANITIES IN MEDICINE, WHICH PARTNERS WITH MORE THAN A DOZEN COMMUNITY MUSEUMS, SCHOOLS, MUSIC AND ART ORGANIZATIONS. MANY PATIENTS' STAYS ARE BRIGHTENED BY LIVE MUSICAL PERFORMANCES OR WATCHING AN ARTIST BRING A CANVAS TO LIFE THROUGH THE "ART-AT-THE-BEDSIDE" AND "MUSIC-AT-THE-BEDSIDE" PROGRAMS.THE CENTER FOR HUMANITIES IN MEDICINE HAS 12 PROGRAMS THAT ARE DESIGNED FOR PATIENTS, FAMILIES, CAREGIVERS, STAFF AND COMMUNITY TO PROMOTE THE COMPASSIONATE DELIVERY OF HEALTH CARE. RESEARCH DEMONSTRATES THE BENEFITS OF ARTS IN HEALTHCARE TO IMPROVE PATIENTS' OVERALL HEALTH OUTCOMES, COMPLIANCE WITH TREATMENT, AND ENHANCE THEIR QUALITY OF LIFE.SOME OF THE PROGRAMS TAKE PLACE AT HOSPITALIZED PATIENTS' BEDSIDES. OTHERS ARE OFFERED IN SUPPORT GROUP SETTINGS. MUSIC, DANCE AND THEATRICAL PERFORMANCES TAKE PLACE IN THE ATRIUM AND LECTURE HALLS, WHILE GALLERIES ON CAMPUS HOST VISUAL ART EXHIBITIONS. IN 2013, THE CENTER PROVIDED VISUAL ART AND MUSIC PROGRAMMING THROUGHOUT THE CLINIC AND HOSPITAL THAT SERVED THOUSANDS OF PATIENTS, VISTORS AND STAFF.SOME PROGRAMS TAKE PLACE OFF-CAMPUS. "CONNECT AT THE CUMMER: ART FOR ALZHEIMER'S" ENABLES PATIENTS WITH THIS ILLNESS AND THEIR CAREGIVERS TO CONTEMPLATE AND CONNECT OVER WORKS OF ART AT A FINE ART MUSEUM, THE CUMMER MUSEUM OF ART & GARDENS. THIS PROGRAM SERVED MORE THAN 120 PATIENTS AND CAREGIVERS IN 2013. MCJ RECEIVED DONATED SERVICES FROM 687 COMMUNITY VOLUNTEERS, WHO PROVIDED 64,174 HOURS IN 2013, VALUED AT APPROXIMATELY $1,447,120 BASED ON THE INDEPENDENT SECTOR'S AVERAGE ESTIMATED HOURLY VALUE OF SUCH SERVICES FOR 2013. 56189043 1200809 450332 RESEARCH ACTIVITES (SEE SCHEDULE O)RESEARCH ACTIVITES:MCJ CONDUCTS AN EXTENSIVE PROGRAM OF MEDICAL RESEARCH IN FACILITIES LOCATED ON ITS CAMPUS. RESEARCH FOCUSES ON NEUROSCIENCE, NEURODEGENERATIVE DISEASES AND CANCER TREATMENT. TWO FACILITIES PROVIDE NEARLY 200,000 SQUARE FEET OF SPACE FOR ABOUT 350 SCIENTIFIC INVESTIGATORS AND SUPPORT STAFF INCLUDING PRE-DOCTORAL AND POST-DOCTORAL FELLOWS, VISITING SCIENTISTS, TECHNICIANS AND OTHER SUPPORT PERSONNEL. SOME OF THE RESEARCH ACCOMPLISHMENTS FOR 2013 ARE LISTED BELOW.- AN INTERNATIONAL RESEARCH TEAM, CO-LED BY SCIENTISTS FROM MCJ, HAVE DISCOVERED THREE POTENTIAL SUSCEPTIBILITY GENES FOR DEVELOPMENT OF PROGRESSIVE SUPRANUCLEAR PALSY (PSP), A RARE NEURODEGENERATIVE DISEASE THAT CAUSES SYMPTOMS SIMILAR TO THOSE OF PARKINSON'S DISEASE BUT IS RESISTANT TO PARKINSON'S MEDICATIONS. THEIR REPORT WAS PUBLISHED ONLINE IN NATURE GENETICS.- RESEARCHERS AT MCJ HAVE FOUND THAT CHANGING THE SHAPE OF CANCER CELLS STOPS THE CELLS FROM MIGRATING. THESE RESEARCHERS HAVE MANAGED TO TURN CANCER CELLS INTO SHAPES LIKE AN EXAGGERATED STARFISH THAT STICKS OUT IN MANY DIRECTIONS WHICH PREVENTS THE CELLS FROM MOVING. THIS, IN TURN, PREVENTS THE CANCER CELLS FROM PROPELLING THEMSELVES THROUGH NORMAL TISSUES AND ORGANS TO SPREAD CANCER THROUGHOUT THE BODY.- ACCORDING TO A STUDY BY RESEARCHERS AT MCJ, USE OF A MINIMALLY INVASIVE ENDOSCOPIC PROCEDURE TO REMOVE SUPERFICIAL, EARLY STAGE ESOPHAGEAL CANCER IS AS EFFECTIVE AS SURGERY THAT TAKES OUT AND REBUILDS THE ESOPHAGUS. THE RESEARCH, PUBLISHED IN CLINICAL GASTROENTEROLOGY AND HEPATOLOGY, EXAMINED NATIONAL OUTCOMES FROM ENDOSCOPIC TREATMENT COMPARED TO ESOPHAGECTOMY, SURGICAL REMOVAL OF THE ESOPHAGUS.- RESEARCHERS AT MCJ INDICATE A COMBINATION OF THERAPIES MAY PROVE TO BE A PROMISING ADVANCE FOR THE TREATMENT OF ANAPLASTIC THYROID CANCER BASED ON RESULTS OF A PHASE I CLINICAL TRIAL. ANAPLASTIC THYROID CANCER IS ONE OF THE DEADLIEST OF ALL CANCERS. NEARLY ALL PATIENTS DIAGNOSED WITH THIS CANCER DIE FROM IT AND LIFE EXPECTANCIES ARE MEASURED IN WEEKS TO A FEW MONTHS. EVEN THOUGH IT IS VERY RARE - APPROXIMATELY 600 PATIENTS ARE DIAGNOSED WITH ANAPLASTIC THYROID CANCER EACH YEAR IN THE UNITED STATES - THE CANCER ACCOUNTS FOR 50 PERCENT OF ALL DEATHS FROM ALL TYPES OF THYROID CANCER.- MCJ RESEARCHERS HAVE DEVELOPED A PROMISING METHOD TO DISTINGUISH BETWEEN PANCREATIC CANCER AND CHRONIC PANCREATITIS - TWO DISORDERS THAT ARE DIFFICULT TO TELL APART. THEIR STUDY IS THE FIRST TO SHOW THAT A MOLECULAR MARKER, OBTAINED FROM PANCREATIC "JUICES," CAN IDENTIFY ALMOST ALL CASES OF PANCREATIC CANCER. THE FINDINGS WERE PRESENTED AT A SPECIAL SEMINAR DURING DIGESTIVE DISEASE WEEK 2013, THE ANNUAL MEETING OF PHYSICIANS AND RESEARCHERS WHO SPECIALIZE IN THE GASTROINTESTINAL TRACT. - RESEARCHERS AT MCJ HAVE DISCOVERED A DRUG USED TO TREAT BLOOD CANCERS MAY ALSO STOP THE SPREAD OF INVASIVE BREAST CANCER. THEIR STUDY, PUBLISHED ONLINE IN BREAST CANCER RESEARCH, FOUND THAT IN THE LAB AND IN ANIMALS, THE DRUG DECITABINE TURNS ON A GENE CODING FOR PROTEIN KINASE D1 (PRKD1) THAT HALTS THE ABILITY OF CANCER CELLS TO SEPARATE FROM A TUMOR AND SPREAD TO DISTANT ORGANS.- A MCJ RESEARCHER RECEIVED SUPPORT FROM THE CENTER FOR THE ADVANCEMENT OF SCIENCE IN SPACE, A NONPROFIT ORGANIZATION THAT PROMOTES RESEARCH ABOARD THE INTERNATIONAL SPACE STATION, TO SEND HUMAN STEM CELLS INTO SPACE TO SEE IF THEY GROW MORE RAPIDLY THAN STEM CELLS GROWN ON EARTH. THE RESEARCHER BELIEVES THAT CELLS GROWN ON THE INTERNATIONAL SPACE STATION COULD HELP PATIENTS RECOVER FROM A STROKE, AND THAT IT MAY EVEN BE POSSIBLE TO GENERATE HUMAN TISSUES AND ORGANS IN SPACE. 8392689 1135228 EDUCATION ACTIVITIES (SEE SCHEDULE O)EDUCATION ACTIVITIES:MCJ, IN CONJUNCTION WITH MCF, PROVIDES VARIOUS EDUCATIONAL PROGRAMS. IN 2013, 78 MEDICAL STUDENTS RECEIVED TRAINING AT THE MAYO SITES IN JACKSONVILLE. THROUGH 44 ACTIVE AND APPROVED RESIDENCY AND FELLOWSHIP PROGRAMS, A TOTAL OF 289 LEARNERS ALSO RECEIVED TRAINING AT THE MAYO SITES IN JACKSONVILLE. PARTNERSHIPS WITH LOCAL EDUCATIONAL INSTITUTIONS PROVIDED 27 EDUCATIONAL PROGRAMS SERVING 267 ALLIED HEALTH STUDENTS THROUGH THE MAYO SCHOOL OF HEALTH SCIENCES. THE ABOVE MENTIONED STUDENTS, RESIDENTS AND FELLOWS RECEIVED ALL OR A PORTION OF THEIR TRAINING AT THE MCJ CAMPUS.IN 2013, PHYSICIANS AND RESEARCHERS AT MCJ AND MCF AUTHORED 552 ARTICLES PUBLISHED IN PEER-REVIEWED JOURNALS, PUBLISHED 3 BOOKS, 129 ABSTRACTS, 36 EDITORIALS AND 33 BOOK CHAPTERS.THE EDUCATIONAL MISSION OF MCJ AND MCF ALSO EXTENDS TO THE COMMUNITY. MCJ AND MCF BELIEVE THAT THEIR MEDICAL KNOWLEDGE MUST BE SHARED WITH THE COMMUNITY, PHYSICIANS AND HEALTH-CARE PROFESSIONALS. THROUGH THE MAYO CLINIC SCHOOL OF CONTINUOUS PROFESSIONAL DEVELOPMENT, HEALTH-CARE PROVIDERS RECEIVE EDUCATIONAL PROGRAMS TO UPDATE THEIR KNOWLEDGE. IN 2013, OVER 9,000 PHYSICIANS AND HEALTH-CARE PROFESSIONALS PARTICIPATED IN THESE EDUCATIONAL PROGRAMS.MCJ AND MCF ESTABLISHED A HIGH SCHOOL BOOT CAMP TO INTRODUCE STUDENTS TO CAREER OPPORTUNITIES IN MEDICINE AND SCIENCE. THE BOOT CAMP OCCURS TWICE A YEAR AND SERVES APPROXIMATELY 50 STUDENTS PER SESSION. IN 2013, 94 LOCAL HIGH SCHOOL STUDENTS PARTICIPATED. MCJ AND MCF ALSO WORKED WITH THE PERRY INITIATIVE TO INVITE 36 HIGH SCHOOL GIRLS INTERESTED IN CAREERS IN ORTHOPEDIC SURGERY AND ENGINEERING TO VISIT THE SIMULATION CENTER LOCATED ON THE MCJ AND MCF CAMPUS. THE SIMULATION CENTER HOSTED 1,072 EVENTS REACHING 7,631 LEARNERS. MANY OF THE SIMULATION ACTIVITIES INVOLVED PARTNERSHIPS WITH ACADEMIC INSTITUTIONS, MILITARY AND OTHER MEMBERS OF THE COMMUNITY. FACULTY PUBLISHED SIMULATION RELATED RESEARCH IN 6 JOURNALS IN 2013. MCJ AND MCF ALSO HOSTED ITS ANNUAL MED SCHOOL 101 EVENT FOR STUDENTS AND PARENTS TO LEARN MORE ABOUT TIPS ON GETTING INTO MEDICAL SCHOOL. IN 2013, THE EVENT HOSTED 160 ATTENDEES. IN ADDITION, MCJ AND MCF GRADUATE STUDENTS IN CANCER AND NEUROSCIENCE PARTICIPATED IN BRAIN AWARENESS EVENTS AND SERVED AS SCIENCE FAIR JUDGES AT A LOCAL SCIENCE FAIR TO AN AUDIENCE OF HUNDREDS.MCJ AND MCF ALSO PROVIDE CLINICAL AND BASIC SCIENCE RESEARCH INTERNSHIPS FOR STUDENTS FROM ACROSS THE UNITED STATES. IN 2013, THERE WERE 55 STUDENTS ENROLLED IN THE CLINICAL RESEARCH INTERNSHIP STUDY PROGRAM (CRISP) AND 7 STUDENTS ENROLLED IN THE SUMMER UNDERGRADUATE RESEARCH FELLOWSHIP (SURF), A 10-WEEK BASIC SCIENCE RESEARCH PROGRAM.ADDITIONALLY, STAFF FROM MCJ AND MCF SUPPORT VARIOUS EDUCATIONAL PROGRAMS IN PUBLIC SCHOOLS. THESE STAFF MEMBERS ASSIST VARIOUS ELEMENTARY, HIGH SCHOOLS, COMMUNITY COLLEGES AND UNIVERSITIES IN THE COMMUNITY. THE STAFF MEMBERS SERVE ON ADVISORY BOARDS, BOARDS OF TRUSTEES AND PARTICIPATE AS RESOURCE PERSONS ON A REGULAR BASIS FOR SCHOOLS, COLLEGES AND UNIVERSITIES.ONE EXAMPLE IS THE "BEYOND SCHOOL WALLS MENTORING" PROGRAM, A PARTNERSHIP OF MCJ, MCF, DUVAL COUNTY PUBLIC SCHOOLS AND BIG BROTHERS AND BIG SISTERS. UNDER THIS INNOVATIVE PROGRAM, MENTEES FROM LOCAL SCHOOLS REGULARLY COME TO MCJ AND MCF FOR STRUCTURED PROGRAMS. THE PROGRAM PROVIDES AN OPPORTUNITY TO EXPOSE HIGH SCHOOL STUDENTS TO EMPLOYMENT AND VOLUNTEER OPPORTUNITIES IN MEDICAL PRACTICE, EDUCATION AND RESEARCH. THE PROGRAM ALSO PROVIDES AN OPPORTUNITY FOR MCJ AND MCF STAFF TO MENTOR STUDENTS AND POSITIVELY IMPACT HIGH SCHOOL GRADUATION RATES IN DUVAL COUNTY PUBLIC SCHOOLS. THE PROGRAM INVOLVES 25 ADMINISTRATORS FROM MCJ AND MCF TO SERVE AS MENTORS TO 25 FLETCHER HIGH SCHOOL STUDENTS. THE PROGRAM RUNS IN PARALLEL TO THE ACADEMIC SCHOOL YEAR AND REQUIRES A TWO-YEAR COMMITMENT FROM MENTORS AND MENTEES. STUDENTS TRAVEL TO MCJ AND MCF EVERY TWO WEEKS FOR ONE-ON-ONE MENTORING SESSIONS AND GROUP SESSIONS. PROGRAM EVALUATION CRITERIA INCLUDES: ABSENTEEISM FROM SCHOOL; GRADES; INCIDENCE OF BEHAVIORAL PROBLEMS OR ACTING OUT IN SCHOOL; AND GRADUATION RATES. IN 2013, MCJ AND MCF PARTNERED WITH BIG BROTHERS AND BIG SISTERS AND THE MEDICAL SCIENCES ACADEMY AT MANDARIN HIGH SCHOOL TO EXTEND THE BEYOND SCHOOL WALLS MENTORING MODEL TO 15-25 STUDENTS ENROLLED IN THE ACADEMY. STUDENTS ARE PAIRED WITH MCJ AND MCF STAFF FOR ONE-ON-ONE MENTORING, JOB SHADOWING, AND INDUSTRY-SPECIFIC GROUP TRAINING. 86831595 130976760 SHARED SERVICES:MAYO CLINIC JACKSONVILLE (MCJ) IS THE SOLE MEMBER OF MAYO CLINIC FLORIDA (MCF). THE OPERATIONS OF THE TWO ORGANIZATIONS ARE INTEGRATED WHEREBY; MCJ PROVIDES MUCH OF THE SUPPORT SERVICES FOR MCF IN ORDER TO ASSIST MCF IN CARRYING OUT THEIR EXEMPT PURPOSE OF OPERATING A HOSPITAL. 86831595 130976760 547449345 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 0 1 0 0 1 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 11 0 1 3458 1 1 1 0 0 0 0 0 0 0 0 0 X 17 0 1 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 FL X CORPORATE TAX 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 BRIGHAM ROBERT F DIRECTOR/SECRETARY/CAO 40.00 0.00 X X 493698 0 25121 BROTT MD THOMAS G DIRECTOR/PHYSICIAN 40.00 0.00 X 323921 0 15871 BUSKIRK MD STEVEN J DIRECTOR/PHYSICIAN 40.00 0.00 X 579437 0 49284 CANGEMI MD JOHN R DIRECTOR/PHYSICIAN 40.00 0.00 X 494662 0 59445 CASLER MD JOHN D DIRECTOR/PHYSICIAN 40.00 0.00 X 464234 0 59377 DAWSON MD NANCY L DIRECTOR/PHYSICIAN 40.00 0.00 X 265047 0 54340 DEVAULT MD KENNETH R DIRECTOR/PHYSICIAN 40.00 0.00 X 547501 0 53414 GONWA MD THOMAS A DIRECTOR/PHYSICIAN 40.00 0.00 X 338932 0 69610 HARRISON DEBRA A DIRECTOR/CNO 40.00 0.00 X 206060 0 13370 HOFFMAN MARY J DIRECTOR/TREASURER/ASST. SECRETARY/CFO 40.00 0.00 X X 306542 0 58815 LANGE MD STEPHEN M DIRECTOR/VICE CHAIR/PHYSICIAN 40.00 0.00 X X 527773 0 61359 MATHEWS HILARY G DIRECTOR/ASST. SECRETARY/DIVISION CHAIR 40.00 0.00 X X 281667 0 64062 MURRAY MD PETER M DIRECTOR/PHYSICIAN 40.00 0.00 X 613648 0 45772 O'CONNOR MD MARY I DIRECTOR/PHYSICIAN 40.00 0.00 X 658535 0 58919 PASCUAL MD JORGE M DIRECTOR/PHYSICIAN 40.00 0.00 X 345052 0 58215 RUPP MD WILLIAM C DIRECTOR/CHAIR/CEO 40.00 0.00 X X 948585 0 14846 TOMLINSON DANIEL L DIRECTOR/DIVISION CHAIR 40.00 0.00 X 191757 0 42546 ACKERMAN FRANKLIN K ASSOCIATE ADMINISTRATOR 40.00 0.00 X 190699 0 36364 FORD MARGARET J ASSOCIATE ADMINISTRATOR 40.00 0.00 X 196094 0 53047 HUBER HAROLD D DIVISION CHAIR 40.00 0.00 X 212837 0 17393 KHOOR MD ANDRAS PHYSICIAN - PATHOLOGY 40.00 0.00 X 426547 0 54116 LOEB MD DAVID S PHYSICIAN - GASTROENTEROLOGY 40.00 0.00 X 384211 0 46239 MARTIN DAVID L DIVISION CHAIR 40.00 0.00 X 152006 0 22873 SCHEFFEL JEFFREY G DIVISION VICE CHAIR 40.00 0.00 X 172010 0 41880 SPACKMAN MD THOMAS N PHYSICIAN - ANESTHESIOLOGY 40.00 0.00 X 372997 0 19235 THIEMANN KAY M ASSOCIATE ADMINISTRATOR 40.00 0.00 X 168961 0 31767 WILLIAMS MD HUGH J PHYSICIAN - RADIOLOGY 40.00 0.00 X 677621 0 14663 DEEN JR MD HUGH G PHYSICIAN - NEUROSURGERY 40.00 0.00 X 859359 0 59108 HANEL MD RICARDO A PHYSICIAN - NEUROSURGERY 40.00 0.00 X 963257 0 36045 REIMER MD RONALD PHYSICIAN - NEUROSURGERY 40.00 0.00 X 849013 0 59048 TAWK MD RABIH G PHYSICIAN - NEUROSURGERY 40.00 0.00 X 859411 0 40780 WHAREN MD ROBERT E PHYSICIAN - NEUROSURGERY 40.00 0.00 X 875504 0 57570 BARTLEY MD GEORGE B FORMER CHAIR / CEO 0.00 40.00 X 0 590839 48619 JORGENSEN STEVEN C FORMER ASSISTANT SECRETARY 0.00 40.00 X 0 318115 51789 LEVENTHAL MD JACK P FORMER VICE CHAIR 40.00 0.00 X 300453 0 14695 BOLLING DAVID B FORMER KEY EMPLOYEE 0.00 40.00 X 0 188148 45547 CALAMIA MD KENNETH T FORMER KEY EMPLOYEE 0.00 40.00 X 0 405983 63409 CROFT CHERYL R FORMER KEY EMPLOYEE 20.00 20.00 X 203801 27958 48213 JENSEN NANCY W FORMER KEY EMPLOYEE 0.00 40.00 X 0 196172 53108 PRESUTTI DO RICHARD J FORMER KEY EMPLOYEE 40.00 0.00 X 276593 0 44603 SMITH MD C DANIEL FORMER KEY EMPLOYEE 40.00 0.00 X 559865 0 46966 UITTI MD RYAN J FORMER KEY EMPLOYEE 40.00 0.00 X 278389 0 51812 WALTERS ROBERT M FORMER KEY EMPLOYEE 40.00 0.00 X 302648 0 61537 WEBER JOAN A FORMER KEY EMPLOYEE 0.00 40.00 X 0 214801 30490 ZORN CHRISTINA K FORMER KEY EMPLOYEE 0.00 40.00 X 0 202494 33443 16869327 2144510 1988725 632 1 1 0 MAYO FOUNDATION FOR MEDICAL EDUCATION & 200 FIRST STREET SW ROCHESTER MN 55905 SUPPORT SERVICES 49248623 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 MEDICAL/SUPPORT SERVICES 7269715 MMSI INC 200 FIRST STREET SW ROCHESTER MN 55905 BENEFIT SERVICES 2044531 MAYO CLINIC FLORIDA 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 MEDICAL/SUPPORT SERVICES 1549082 4 55663068 22716633 7448105 85827806 NET PATIENT REVENUE 620000 420255741 420255741 SHARED SERVICES 561000 130976760 130976760 LAB REVENUE 621500 4655886 4655886 EDUCATION REVENUE 611600 1135228 1135228 RESEARCH REVENUE 541700 450332 237300 213032 557473947 11809808 11809808 937320 937320 356334 122238 234096 234096 234096 803775 805821 -2046 -2046 -2046 652170 359009 293161 293161 MISCELLANEOUS 900099 536713 113916 422797 MISC CONSULTING 541610 374842 372117 2725 MEDICAL DIRECTOR FEES 541900 54000 54000 10209 10209 975764 657549856 553666474 5082003 12973573 X 14850916 14850916 11682975 8771492 2843237 68246 3713155 3479065 200413 33677 259890412 257486763 2403649 22527415 22241673 285742 44556104 43815115 740989 15762173 15383629 378544 848341 834606 13735 1325341 42511 1282830 4291148 1223430 3067718 30139 30139 106489426 33683400 72806026 69248 64045 5203 16589554 13684764 2904790 20337647 1172253 19165394 99610 96610 3000 17166229 14253946 2912283 5616550 5269111 347439 519003 495867 23136 543923 473780 70143 24609995 24578939 9627 21429 7404601 7309099 95502 UBI TAXES 1434 1434 MEDICAL SUPPLIES 66456190 66455250 940 BAD DEBT EXPENSE 9912347 9912347 EMPLOYEE EXPENSES 1542465 1017075 525390 1106842 823520 283322 657943183 547449345 110370486 123352 5579 54975 62175 98410 20003454 34748997 68481676 72567067 17237 26333 3284971 3137356 622699 16488 569500911 281614255 284824881 287886656 116670595 133622646 158233435 162010888 652206702 694169816 27980262 33883172 3958843 3868414 285795507 312586115 317734612 350337701 X 256761678 239085703 38602140 50800546 39108272 53945866 334472090 343832115 652206702 694169816 -393327 9753352 0 X 0 1 X 1 1 1 X 79544148 68605514 103302964 66779818 85827806 404060250 79544148 68605514 103302964 66779818 85827806 404060250 404060250 4014800 5360010 3726829 4672113 12166142 29939894 661148 1200259 823923 526975 421526 3633831 437633975 2592352813 0.92330 0.95700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30139 30139 0 PART II-B, LINE 1: PERCENTAGE OF LOBBYING EXPENSES INCLUDED IN MEMBERSHIP DUES TO THE FLORIDA HOSPITAL ASSOCIATION, THE AMERICAN HOSPITAL ASSOCIATION AND THE JACKSONVILLE CHAMBER OF COMMERCE. X 0 94907718 5421854 15428983 2554070 113204485 80706918 2543276 11657524 94907718 75948759 3362234 2241784 845859 80706918 67437689 5883716 7086954 893967 3565633 75948759 60445837 4437091 4491671 1936910 67437689 0.50560 0.37450 0.11990 0 1 1 33263950 33263950 349516389 140696435 208819954 215330 215330 0 181363166 140675213 40687953 5142076 27277 5114799 287886656 MAYO POOLED INVESTMENTS 133622646 F 133622646 DUE FROM AFFILIATES 119214077 UBI TAX OVERPAYMENTS 66029 DEFERRED COMPENSATION 42730782 162010888 DUE TO AFFILIATES 269855333 DEFERRED COMPENSATION LIABILITY 42730782 312586115 X PART III, LINE 1A: FOOTNOTE FROM MAYO CLINIC ("THE CLINIC") CONSOLIDATED AUDITED FINANCIAL STATEMENTS: THE CLINIC PERIODICALLY RECEIVES WORKS OF ART FROM VARIOUS BENEFACTORS. THESE ITEMS ARE UNIQUE IN NATURE AND ARE HELD ON DISPLAY FOR THE BENEFIT AND ENJOYMENT OF THE CLINIC'S PATIENTS. IT IS THE CLINIC'S POLICY TO NEITHER CAPITALIZE CONTRIBUTED WORKS OF ART NOR RECORD THE RELATED CONTRIBUTION REVENUE. PART III, LINE 4: WORKS OF ART DISPLAYED ACROSS THE FILING ORGANIZATION'S CAMPUS PROVIDE BEAUTY, PRESERVATION OF HERITAGE AND RESPECT FOR THE DIVERSITY OF PATIENTS, VISITORS AND STAFF. PART V, LINE 4: THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR RESEARCH AND EDUCATION PROGRAMS. PART X, LINE 2: 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. CENTRAL AMERICA AND THE CARIBBEAN - 0 12 TRAVEL - INTERNATIONAL CONFERENCE 32250 EAST ASIA AND THE PACIFIC - 0 39 TRAVEL - INTERNATIONAL CONFERENCE 85919 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 138 TRAVEL - INTERNATIONAL CONFERENCE 292346 MIDDLE EAST AND NORTH AFRICA - 0 9 TRAVEL - INTERNATIONAL CONFERENCE 11560 NORTH AMERICA - CANADA AND MEXICO, BUT 0 38 TRAVEL - INTERNATIONAL CONFERENCE 72764 RUSSIA & THE NEWLY INDEPENDENT STATES - ARMENIA, AZERBIJAN, BELARUS, 0 6 TRAVEL - INTERNATIONAL CONFERENCE 10078 SOUTH AMERICA - ARGENTINA, BOLIVIA, 0 44 TRAVEL - INTERNATIONAL CONFERENCE 70639 SOUTH ASIA - AFGHANISTAN, BANGLADESH, 0 6 TRAVEL - INTERNATIONAL CONFERENCE 8255 SUB-SAHARAN AFRICA - ANGOLA, 0 1 TRAVEL - INTERNATIONAL CONFERENCE 5328 0 292 0 1 0 293 583811 5328 589139 0 0 0 0 0 1 PART I, LINE 2: GENERAL INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES IS REPORTED BASED ON WHERE PAYMENTS WERE REMITTED. MAYO'S CURRENT REPORTING SYSTEM DOES NOT TRACK ACTIVITIES OUTSIDE THE UNITED STATES BY LOCATION OF SERVICE. PART I, LINE 3: ACCRUAL METHOD 1 1 X 1 X 1 X 1 1 0 1 1 11790605 11790605 0.01820 7383140 1570545 5812595 0.00900 19173745 1570545 17603200 0.02720 8392689 1135228 7257461 0.01120 61455371 35595809 25859562 0.03990 56189043 26590091 29598952 0.04570 76600 76600 0.00010 126113703 63321128 62792575 0.09690 145287448 64891673 80395775 0.12410 62243 62243 0.00010 7500 7500 0.00000 3500 3500 0.00000 121095 121095 0.00020 105000 105000 0.00020 90998 90998 0.00010 390336 390336 0.00060 0 9912347 1 1 1 1 MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 WWW.MAYOCLINIC.ORG X MAYO CLINIC JACKSONVILLE 1 1 X X X X X X X X 13 1 1 1 X HTTP://WWW.MAYOCLINIC.ORG/ABOUT-MAYO-CLIN X X X X 0 0 1 1 200.000000000000 1 400.000000000000 1 X X X X X X X 1 1 X X X X X 1 0 X X X X X 1 X 0 0 MAYO CLINIC JACKSONVILLE PART V, SECTION B, LINE 3: NINE HOSPITALS [SOUTHERN BAPTIST HOSPITAL OF FLORIDA, INC. (BAPTIST MEDICAL CENTER JACKSONVILLE, BAPTIST MEDICAL CENTER SOUTH, WOLFSON CHILDREN'S HOSPITAL), BAPTIST MEDICAL CENTER OF THE BEACHES, INC., BAPTIST MEDICAL CENTER OF NASSAU, INC., MAYO CLINIC JACKSONVILLE, ST. VINCENT'S MEDICAL CENTER RIVERSIDE, ST. VINCENT'S MEDICAL CENTER SOUTH AND UF HEALTH)]. FOUR DEPARTMENTS OF HEALTH (FLORIDA DEPARTMENTS OF HEALTH FOR CLAY COUNTY, DUVAL COUNTY, ST. JOHN'S COUNTY AND NASSAU COUNTY) CONVENED WITH THE HEALTH PLANNING COUNCIL OF NORTHEAST FLORIDA TO FACILITATE THE CHNA. EACH HOSPITAL AGREED ON ITS RESPECTIVE TARGETED COMMUNITIES BASED ON INTERNAL HOSPITAL CENSUS, EXISTING COMMUNITY BENEFIT PROGRAMS, AS WELL AS SECONDARY DATA COLLECTION. A COMMUNITY HEALTH SURVEY WAS DEVELOPED AND ADMINISTERED TO A BROAD AND VARIED RANGE OF RESIDENTS LIVING IN THE TARGETED FIVE-COUNTY COMMUNITY. THE SURVEY CONTAINED QUESTIONS REGARDING PERCEIVED QUALITY OF LIFE AND HEALTH OF THE COMMUNITY, BARRIERS TO HEALTH CARE, USE OF HEALTH CARE NEEDS AND DEMOGRAPHIC INFORMATION. THE SURVEY INCLUDED PARTICIPANTS FROM CLAY, DUVAL, NASSAU AND ST. JOHNS COUNTIES. THE INTERNET PANEL METHOD WAS USED IN ORDER TO REACH THE LARGEST POSSIBLE NUMBER OF QUALIFIED RESPONDENTS. FOCUS GROUPS AND ROUND TABLE DISCUSSIONS WERE ANOTHER METHOD USED TO TAKE INTO ACCOUNT INPUT FROM THE PERSONS WHO REPRESENT THE BROAD INTEREST OF COMMUNITY SERVED. THE ROUNDTABLE DISCUSSIONS ALLOWED FOR THE IDENTIFICATION OF THE NEEDS AND PRIORITIES OF PARTICIPANTS WHO HAVE THE KNOWLEDGE AND EXPERTISE TO INFORM THE RESEARCH. REPRESENTATIVES FROM CLAY, DUVAL, NASSAU, PUTNAM AND ST. JOHNS COUNTIES GAVE THEIR INPUT ON MULTIPLE DIMENSIONS OF THEIR COMMUNITIES, INCLUDING THE BUILT ENVIRONMENT, LOCAL ECONOMY, BARRIERS TO ACCESS AND MOTIVATION FOR HEALTHY LIVING. FOR THE SECONDARY RESEARCH, PUBLIC HEALTH RELATED DATA WAS GATHERED FROM FIVE COUNTIES. EACH COUNTY HEALTH DEPARTMENT PROVIDED AN ASSESSMENT THAT DETERMINED PUBLIC HEALTH PRIORITIES FOR THE NEXT THREE TO FIVE YEARS. THE PARTNERSHIP'S CHNA REFLECTS THE PRIORITIES IDENTIFIED IN THE HEALTH DEPARTMENT ASSESSMENTS AND ITS CORRESPONDING HEALTH IMPROVEMENT PLAN. MAYO CLINIC JACKSONVILLE PART V, SECTION B, LINE 4: THE CHNA WAS A COLLABORATIVE EFFORT THAT INCLUDED BAPTIST HEALTH, BROOKS REHABILITATION, SHANDS JACKSONVILLE MEDICAL CENTER, ST. VINCENT'S HEALTHCARE AND WOLFSON CHILDREN'S HOSPITAL. MAYO CLINIC JACKSONVILLE PART V, SECTION B, LINE 5D: NORTHEAST FLORIDA COUNTS WEBSITE HTTP://ASSETS.THEHCN.NET/CONTENT/SITES/HPCNEF/2012_CHNA_REPORT_FINAL.PDF MAYO CLINIC JACKSONVILLE PART V, SECTION B, LINE 7: ONE OF THE TOP PRIORITY RISK FACTORS IDENTIFIED IN THE COMMUNITY HEALTH ASSESSMENT - BUILT ENVIRONMENT (PEDESTRIAN PATHS OR NEIGHBORHOOD GROCERY STORES) - WILL NOT BE ADDRESSED DIRECTLY BY MAYO CLINIC FLORIDA DUE TO THE INABILITY TO DIRECTLY IMPACT THE ISSUE. HOWEVER, RECOGNIZING THE CENTRALITY OF OBESITY TO EACH OF THE THREE MAJOR THEMES IDENTIFIED IN THE ASSESSMENT AND SPECIFIC TO ACUTE CARE OUTCOMES, MAYO CLINIC IN FLORIDA IDENTIFIED OBESITY AS THE ORGANIZATION'S PRIMARY NEED AND DESIGNED 10 INITIATIVES SPECIFIC TO THIS FOCUS AREA AND ASSOCIATED HEALTH OUTCOMES AS PART OF ITS STRATEGIC IMPLEMENTATION PLAN. MAYO CLINIC JACKSONVILLE PART V, SECTION B, LINE 12I: THE REGIONAL PROXIMITY OF A PATIENT'S RESIDENCY IS A FACTOR FOR PRESCHEDULED SERVICES ONLY AND SECONDARY TO MEDICAL NEED AND UNIQUENESS OF CARE. REGIONAL PROXIMITY IS NOT A FACTOR FOR EMERGENCY CARE PROVIDED. MAYO CLINIC JACKSONVILLE PART V, SECTION B, LINE 14G: WITH REGARD TO THE POSTINGS WITHIN THE HOSPITAL FACILITY, A BROCHURE IS MADE AVAILABLE IN NUMEROUS LOCATIONS THROUGHOUT THE FACILITY WHICH DESCRIBES THE FINANCIAL ASSISTANCE POLICY, HOW TO APPLY FOR FINANCIAL ASSISTANCE AND GIVES THE INTERNET ADDRESS WHERE THE COMPLETE POLICY CAN BE OBTAINED. MAYO CLINIC JACKSONVILLE PART V, SECTION B, LINE 18E: FINANCIAL ASSISTANCE INFORMATION IS AVAILABLE TO EVERY PATIENT VIA MAYO'S PUBLIC WEBSITE, FROM CUSTOMER SERVICE AND PATIENT ACCESS LOCATIONS AND IS REFERENCED ON MAYO'S AUTHORIZATION FORMS AND STATEMENTS. IN ADDITION, BROCHURES ARE AVAILABLE IN THE ADMISSIONS AREA AND THE PROCESS OF HOW TO APPLY IS AVAILABLE ON THE MAYO CLINIC WEBSITE.UPON ADMISSION, IF THE PATIENT DOES NOT HAVE INSURANCE OR EXPRESSES AN INABILITY TO PAY, MAYO DISCUSSES ALL AVAILABLE OPTIONS INCLUDING STATE AND FEDERAL FUNDING AS WELL AS CHARITY CARE.MONTHLY STATEMENTS ARE SENT TO PATIENTS THAT OUTLINE CURRENT CHARGES AND ACTIONS WITH INSURANCE AND INCLUDES INFORMATION ABOUT MAYO'S CHARITY CARE POLICY. SOME MAYO SITES UTILIZE ADVOCATES TO CONTACT THE PATIENT UPON DISCHARGE TO HELP THEM SECURE GOVERNMENTAL ASSISTANCE OR FINANCIAL ASSISTANCE.EACH CHARITY CARE REVIEW IS DOCUMENTED IN MAYO'S BILLING SYSTEM AND COMMUNICATED TO THE PATIENT. COMPLETED CHARITY CARE FORMS ARE MAINTAINED EITHER IN PAPER OR ELECTRONIC FORMAT. THE PATIENT IS INFORMED REGARDING THE OUTCOME OF THE REVIEW.MAYO OFTEN IDENTIFIES CHARITY CARE OPPORTUNITIES AFTER THE PATIENT HAS BEEN DISMISSED. IN MANY CASES, THIS IS DUE TO LIMITED INSURANCE COVERAGE OR INSURANCE DENIALS AFTER THE SERVICE WAS PERFORMED. IN THESE CASES, WHEN A PATIENT EXPRESSES AN INABILITY TO PAY FOR THEIR SERVICES, STAFF WILL INITIATE A CHARITY REVIEW AS INDICATED BY THE FINANCIAL ASSISTANCE POLICY, WHICH IS AVAILABLE FOR EVERY PATIENT AT MAYOCLINIC.ORG. MAYO CLINIC JACKSONVILLE PART V, SECTION B, LINE 20D: THE POLICY ALLOWS FOR A MINIMUM DISCOUNT OF 50% TO ELIGIBLE INDIVIDUALS WHICH RESULTS IN AN AMOUNT LESS THAN THE AVERAGE OF THE THREE BEST NEGOTIATED COMMERCIAL RATES OR THE BEST NEGOTIATED COMMERICIAL RATE. 4 ST AUGUSTINE CLINIC 110 SOUTHWOOD LAKE DRIVE ST AUGUSTINE FL 32086 CLINIC BEACHES PRIMARY CARE CENTER 742 MARSHLANDING PARKWAY JACKSONVILLE BEACH FL 32250 CLINIC ROGER MAIN BUILDING 4203 BELFORT ROAD JACKSONVILLE FL 32216 OUTPATIENT DIALYSIS MAYO CLINIC PRIMARY CARE 7826 OZARK DRIVE JACKSONVILLE FL 32256 CLINIC PART I, LINE 6A: THE ANNUAL REPORT FOR THE FILING ORGANIZATION IS PART OF A CONSOLIDATED REPORT PREPARED BY MAYO CLINIC. PART I, LINE 7: A COST-TO-CHARGE RATIO (FROM WORKSHEET 2) IS USED TO CALCULATE THE AMOUNTS ON LINE 7A-7C (FINANCIAL ASSISTANCE, MEDICAID SHORTFALL, AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS).THE AMOUNTS FOR LINES 7E-7I WOULD COME FROM THE BOOKS AND RECORDS OF SPECIFIC SEGMENTS OF THE ORGANIZATION AND WOULD NOT BE BASED ON A COST-TO-CHARGE RATIO. PART I, LINE 7G: THE FOLLOWING NET COMMUNITY BENEFIT COST ATTRIBUTED TO A PHYSICIAN CLINIC WAS INCLUDED AS SUBSIDIZED HEALTH SERVICES: $25,851,394 PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 9,912,347. PART II, COMMUNITY BUILDING ACTIVITIES: MAYO CLINIC JACKSONVILLE (MCJ) CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT FOR NEW AND ONGOING PROGRAMS WITHIN ALL AREAS SUPPORTING BASIC HUMAN SERVICES, EDUCATION AND WORKFORCE DEVELOPMENT, YOUTH AND ELDERLY ENRICHMENT OPPORTUNITIES, THE ARTS AND CULTURAL ENRICHMENT, DIVERSITY AND OTHERS. CAPITAL CAMPAIGNS AND MULTI-YEAR GRANTS ARE CONSIDERED AS MCJ'S FINANCIAL RESOURCES ALLOW. PRIORITY IS GIVEN TO PROJECTS THAT DEMONSTRATE ONE OR MORE OF THE FOLLOWING:- ADDRESS SIGNIFICANT AND EMERGENT NEEDS WITHIN OUR COMMUNITY- ENHANCE MAYO'S CAPACITY TO MEET ITS MISSION- IMPROVE HEALTH OF INDIVIDUALS IN COMMUNITIES- ENABLE LONG-TERM CAPACITY BUILDING AND SUSTAINABILITY- DEMONSTRATE PARTNERSHIP BUILDING AND COLLABORATION PART III, LINE 2: THE FILING ORGANIZATION REPORTS BAD DEBT IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT 15 IS FOLLOWED TO THE EXTENT THAT IT ALIGNS WITH THE GUIDELINES SET FORTH BY GAAP.METHODOLOGY FOR SCHEDULE H, PART III, LINE 2:BAD DEBT EXPENSE IS DETERMINED BASED ON GAAP AND IS EXPLAINED IN THE ACCOUNTS RECEIVABLE FOOTNOTE OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. PART III, LINE 4: FOOTNOTES RELATED TO ACCOUNTS RECEIVABLE AND ALLOWANCE FOR DOUBTFUL ACCOUNTS CAN BE FOUND ON PAGES 5, 6, 8 AND 9 OF MAYO CLINIC'S 2013 CONSOLIDATED AUDITED FINANCIAL STATEMENTS. PART III, LINE 8: MAYO CLINIC JACKSONVILLE (MCJ) IS NOT REQUIRED TO FILE THE SAME MEDICARE COST REPORT THAT IS REQUIRED OF HOSPITALS AND REFERRED TO IN THE INSTRUCTIONS FOR CALCULATING THE AMOUNT TO REPORT IN PART III, SECTION B, LINE 6; HOWEVER, USING A COST-TO-CHARGE RATIO, MCJ DID HAVE A MEDICARE SHORTFALL OF $368,204,926 BASED ON MEDICARE REIMBURSEMENT OF $101,368,237 AND COSTS OF $469,573,163. BOTH REVENUE AND EXPENSE HAVE BEEN ADJUSTED TO ACCOUNT FOR MEDICARE REVENUE AND EXPENSES THAT ARE INCLUDED IN EDUCATION EXPENSES AND SUBSIDIZED HEALTH SERVICES. THE MEDICARE SHORTFALL REPORTED IN THE CORE FORM, PART III, PROGRAM SERVICE ACCOMPLISHMENTS, REPORTS THE TOTAL MEDICARE SHORTFALL RELATED TO PATIENT CARE AND IS THEREFORE NOT ADJUSTED FOR EDUCATION EXPENSE AND SUBSIDIZED HEALTH SERVICES.REASONS WHY MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT ARE: (1) ABSENT THE MEDICARE PROGRAM, IT IS LIKELY MANY OF THE INDIVIDUALS WOULD QUALIFY FOR CHARITY CARE OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS; (2) BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS; (3) THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS; AND (4) THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER CHARITY CARE AND OTHER COMMUNITY BENEFIT NEEDS. PART III, LINE 9B: MAYO CLINIC AND ITS AFFILIATES STRIVE TO ASSIST ALL PATIENTS IN MEETING THEIR FINANCIAL OBLIGATION PRIOR TO ENLISTING THE ASSISTANCE OF A COLLECTION AGENCY BY MAKING EVERY REASONABLE ATTEMPT TO COLLECT FROM INSURANCE COMPANIES AND OTHER THIRD-PARTY PAYORS. IN ADDITION, MAYO CLINIC AND ITS AFFILIATES ACCEPT REASONABLE PAYMENT PLANS FROM PATIENTS WHEN AN ACCOUNT IS THE PATIENT'S RESPONSIBILITY AND TRY TO IDENTIFY THOSE PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE. FINANCIAL ASSISTANCE IS OFFERED TO ANY PATIENT IF THE FACTS AND CIRCUMSTANCES SUGGEST THAT THE PATIENT DOES NOT HAVE THE ABILITY TO PAY THEIR BILL IN WHOLE OR IN PART. IN THE EVENT THAT AN ACCOUNT IS REFERRED TO A COLLECTION AGENCY, GUIDELINES ARE FOLLOWED; INCLUDING SUSPENDING ALL COLLECTION ACTIVITY IF A FINANCIAL ASSISTANCE APPLICATION HAS BEEN SUBMITTED AFTER THE ACCOUNT HAS BEEN REFERRED FOR COLLECTION. IF A COLLECTION AGENCY IDENTIFIES A PATIENT AS MEETING MAYO CLINIC'S FINANCIAL ASSISTANCE ELIGIBILTY CRITERIA OR THE PATIENT ASKS TO APPLY FOR FINANCIAL ASSISTANCE, COLLECTION ACTIVITY IS SUSPENDED UNTIL MAYO REVIEWS THE ACCOUNT FOR FINANCIAL ASSISTANCE ELIGIBILITY BASED ON SUBMISSION OF REQUESTED INFORMATION. COLLECTION ACTIVITY WOULD ONLY RESUME IF MAYO WOULD TELL THE COLLECTION AGENCY TO PURSUE COLLECTIONS ON THE BALANCE OR PARTIAL BALANCE IF THERE WAS A CHARITY ADJUSTMENT. PART VI, LINE 2: MAYO CLINIC JACKSONVILLE (MCJ) AND MAYO CLINIC FLORIDA (MCF) WORK COLLABORATIVELY IN THEIR INPATIENT AND OUTPATIENT PRACTICES TO MEET THE HEALTH CARE NEEDS OF THE LOCAL DUVAL COUNTY AND ST. JOHNS COUNTY COMMUNITIES OF ABOUT 1 MILLION RESIDENTS. IN ADDITION, MCJ AND MCF ARE PART OF A MULTI-ENTITY, INTEGRATED HEALTHCARE ORGANIZATION THAT WORKS TOGETHER TO MEET THE HEALTH CARE NEEDS OF BROADER REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIES. THESE ENTITIES ARE COLLECTIVELY REFERRED TO AS "MAYO CLINIC" FOR PURPOSES OF THIS DESCRIPTION. MAYO CLINIC'S EFFORTS TO ASSESS THE HEALTH CARE NEEDS OF THE LOCAL NORTHEAST FLORIDA COMMUNITY REST ON FOUR GUIDING PRINCIPLES DEVELOPED IN CONJUNCTION WITH COMMUNITY PARTNERS AND AFFIRMED BY MAYO CLINIC LEADERSHIP:1. HEALTH IS VALUED BY BOTH THE COMMUNITY AND MAYO CLINIC.2. "HEALTH" IS DETERMINED BY BOTH MEDICAL AND NON-MEDICAL (E.G., SOCIAL AND BEHAVIORAL) FACTORS AND BOTH CATEGORIES OF FACTORS MUST BE ADDRESSED.3. MAYO CLINIC IS COMMITTED TO PRODUCING MEASURABLE IMPROVEMENTS IN THE HEALTH OF ALL DUVAL COUNTY AND ST. JOHNS COUNTY RESIDENTS, AND BEYOND.4. STRATEGIES TO IMPROVE COMMUNITY HEALTH ARE BEST DETERMINED AND IMPLEMENTED THROUGH PARTNERSHIPS BETWEEN HEALTH CARE PROVIDERS AND COMMUNITY MEMBERS.WITH THESE PRINCIPLES AS THE BASIS OF ITS DECISION MAKING, AND CONSISTENT WITH ITS PRIMARY VALUE OF "THE NEEDS OF THE PATIENT COME FIRST," MAYO CLINIC'S APPROACH TO ASSESS THE NEEDS OF THE COMMUNITY IS ORGANIZED INTO TWO MAIN FUNCTIONS: 1) MECHANISMS TO ENGAGE AND UTILIZE INPUT FROM THE COMMUNITY AND 2) MECHANISMS TO SUPPORT AND COORDINATE INITIATIVES WITHIN MAYO CLINIC.WITHIN MAYO CLINIC, COORDINATION OF COMMUNITY ENGAGEMENT INITIATIVES IS ACCOMPLISHED THROUGH A COMMUNITY GIVING COMMITTEE, WHICH EVALUATES FUNDING AND SPONSORSHIP REQUESTS FROM COMMUNITY AGENCIES AND GUIDES INSTITUTIONAL SUPPORT FOR VARIOUS COMMUNITY INITIATIVES. THIS GROUP ENSURES THE GUIDING PRINCIPLES ARE FOLLOWED AND FACILITATES COMMUNITY OUTREACH INITIATIVES. THE JACKSONVILLE HEALTH DISPARITIES OVERSIGHT COMMITTEE WAS FORMED IN SEPTEMBER 2006 TO ADDRESS HEALTH DISPARITIES ISSUES. THE COMMITTEE WORKS CLOSELY WITH THE COMMUNITY RESEARCH ADVISORY BOARD (CRAB), WHICH CONSISTS OF MEMBERS FROM THE JACKSONVILLE COMMUNITY OF MULTICULTURAL BACKGROUNDS AND VARIOUS PROFESSIONS, WHO ARE RESPONSIBLE FOR 2 MAIN FUNCTIONS:- REVIEW RESEARCH PROTOCOLS AND PROVIDE IMPORTANT FEEDBACK BASED ON DIVERSE PERSPECTIVES TO INVESTIGATORS ABOUT THEIR PROPOSED STUDY DESIGN.- ADVISE ON STRATEGIES FOR THE RECRUITMENT OF DIVERSE POPULATIONS TO MCJ RESEARCH PROTOCOLS.MAYO CLINIC ALSO ATTRACTS PATIENTS FROM AREAS FAR BEYOND ITS IMMEDIATE COMMUNITIES. PATIENTS COME TO MAYO CLINIC FROM EVERY STATE AND MANY FOREIGN COUNTRIES. BESIDES ITS PRINCIPAL CLINICAL AND HOSPITAL FACILITIES IN ROCHESTER, MINNESOTA, MAYO CLINIC HAS A NETWORK OF COMMUNITY BASED HEALTH CARE PROVIDERS IN OVER 70 COMMUNITIES THROUGHOUT SOUTHERN MINNESOTA, NORTHERN IOWA, WEST CENTRAL WISCONSIN AND SOUTHEASTERN GEORGIA. IN ADDITION, MAYO CLINIC HAS FACILITIES IN SCOTTSDALE AND PHOENIX, ARIZONA AS WELL AS JACKSONVILLE, FLORIDA. MAYO CLINIC SUPPORTS AND COORDINATES EFFORTS TO IMPROVE THE HEALTH AND WELL BEING WITHIN EACH OF THE COMMUNITIES IT SERVES AS WELL AS CONDUCTING MEDICAL EDUCATION AND RESEARCH ACTIVITIES TO ADVANCE THE SCIENCE OF MEDICINE TO BENEFIT A BROAD RANGE OF REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIES. PART VI, LINE 3: MEASURES TO PUBLICIZE FINANCIAL ASSISTANCE POLICY:MAYO CLINIC IS COMMITTED TO OFFERING FINANCIAL ASSISTANCE TO ELIGIBLE PATIENTS WHO DO NOT HAVE THE ABILITY TO PAY FOR THEIR MEDICAL SERVICES IN WHOLE OR IN PART. IN ORDER TO ACCOMPLISH THIS CHARITABLE GOAL, MAYO CLINIC AND MAYO CLINIC HEALTH SYSTEM SITES WIDELY PUBLICIZE THIS POLICY IN THE COMMUNITIES THAT THE INDIVIDUAL MAYO CLINIC AFFILIATED SITES SERVE. MAYO CLINIC AFFILIATED SITES MAKE COPIES OF THIS POLICY AND APPLICATIONS AVAILABLE BY POSTING IT ON THEIR WEBPAGE INCLUDING THE ABILITY TO DOWNLOAD A COPY OF THE POLICY AND APPLICATION FREE OF CHARGE. INDIVIDUALS IN THE COMMUNITY SERVED WILL BE ABLE TO OBTAIN A COPY OF THE POLICY IN LOCATIONS THROUGHOUT EACH MAYO CLINIC AFFILIATED SITE OR UPON REQUEST. THE POLICY EXPLAINS THE FINANCIAL ASSISTANCE PROGRAM AND FACTORS AFFECTING ELIGIBILITY. WITHIN THE HOSPITAL FACILITY, A BROCHURE IS MADE AVAILABLE IN NUMEROUS LOCATIONS THROUGHOUT THE FACILITY WHICH DESCRIBES THE FINANCIAL ASSISTANCE POLICY, HOW TO APPLY FOR FINANCIAL ASSISTANCE AND GIVES THE INTERNET ADDRESS WHERE THE COMPLETE POLICY CAN BE OBTAINED. PART VI, LINE 4: MAYO CLINIC JACKSONVILLE (MCJ) AND MAYO CLINIC FLORIDA (MCF) ARE LOCATED IN EASTERN JACKSONVILLE, DUVAL COUNTY, FLORIDA AND TOGETHER SERVE POPULATIONS FROM JACKSONVILLE, AS WELL AS PATIENTS FROM ACROSS THE SOUTHEASTERN UNITED STATES AND INTERNATIONALLY. APPROXIMATELY 47% OF THE PATIENT POPULATION RESIDES OUTSIDE THE JACKSONVILLE METROPOLITAN AREA, AND 39% ARE COVERED BY MEDICARE. THE FILING ORGANIZATION EMPHASIZES COMPLEX AND DIFFICULT SPECIALTY AND TERTIARY CARE, INCLUDING ORGAN TRANSPLANTATION, NEUROLOGY, ONCOLOGY AND ORTHOPEDICS. THE ORGANIZATION DOES NOT HAVE PEDIATRIC OR OBSTETRIC PRACTICES, AND THIS LIMITS ACCESS TO MEDICAID PATIENTS SINCE FLORIDA'S MEDICAID BENEFITS ARE GENERALLY RESTRICTED TO CHILDREN AND PREGNANT WOMEN; HOWEVER, THE ORGANIZATION DOES HAVE AGREEMENTS WITH THE STATE OF FLORIDA TO PROVIDE A CERTAIN PERCENTAGE OF ORGAN TRANSPLANTS TO MEDICAID OR CHARITY PATIENTS (THE AMOUNT VARIES WITH EACH ORGAN TYPE). PART VI, LINE 5: THE FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. MAYO CLINIC AND ITS AFFILIATES ARE LARGE, MULTI-FACETED, INTEGRATED, NOT-FOR-PROFIT GROUP PRACTICES AND HEALTH SYSTEMS. AT MAYO CLINIC, DOCTORS FROM EVERY MEDICAL SPECIALTY WORK TOGETHER TO CARE FOR PATIENTS, JOINED BY COMMON SYSTEMS AND A PHILOSOPHY OF "THE NEEDS OF THE PATIENT COME FIRST." THE ORGANIZATIONS (INCLUDING HOSPITAL AND NON-HOSPITAL ENTITIES) WORK TOGETHER TO SERVE THEIR COMMUNITIES AT THE LOCAL, REGIONAL, NATIONAL, AND GLOBAL LEVELS. THIS COMMUNITY BENEFIT HAPPENS THROUGH ITS FOCUS ON PATIENT CARE, EDUCATION, AND RESEARCH. SPECIFICALLY, THE TAX-EXEMPT PURPOSE OF MAYO CLINIC AND ITS AFFILIATES IS THREE-FOLD:PRACTICE - PRACTICE MEDICINE AS AN INTEGRATED TEAM OF COMPASSIONATE, MULTI-DISCIPLINARY PHYSICIANS, SCIENTISTS AND ALLIED HEALTH PROFESSIONALS WHO ARE FOCUSED ON THE NEEDS OF PATIENTS FROM OUR COMMUNITIES, REGIONS, THE NATION AND THE WORLD.EDUCATION - EDUCATE PHYSICIANS, SCIENTISTS AND ALLIED HEALTH PROFESSIONALS AND BE A DEPENDABLE SOURCE OF HEALTH INFORMATION FOR OUR PATIENTS AND THE PUBLIC.RESEARCH - CONDUCT BASIC AND CLINICAL RESEARCH PROGRAMS TO IMPROVE PATIENT CARE AND TO BENEFIT SOCIETY, INCLUDING PARTNERING WITH MAYO CLINIC HEALTH SYSTEM PRACTICES TO PERFORM PRACTICE-BASED RESEARCH DESIGNED TO IMPROVE PATIENT CARE.THROUGH ITS MISSION, MAYO CLINIC AND ITS AFFILIATES ENRICH THE COMMUNITIES IN WHICH THEY OPERATE AS WELL AS THE BROADER COMMUNITY - IMPROVING MEDICINE THROUGH RESEARCH, EDUCATING PHYSICIANS AND OTHER HEALTH CARE PROVIDERS, AND PROVIDING CARE AND SUPPORT TO PEOPLE IN NEED. PLEASE REFER TO THE PROGRAM SERVICE ACCOMPLISHMENTS ON FORM 990, PART III, FOR FURTHER DESCRIPTION OF THE FILING ORGANIZATION'S ACTIVITIES.SURPLUS FUNDS - MAYO CLINIC AND ITS AFFILIATES REINVEST THEIR NET OPERATING INCOME TO ADVANCE MEDICAL RESEARCH AND TEACH THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS, AS WELL AS TO ALLOW THE INDIVIDUAL ENTITY TO SUSTAIN ITS MISSION AND PREPARE FOR THE FUTURE. COMMUNITY REPRESENTATION ON GOVERNING BODY - THE BOARD OF TRUSTEES IS THE GOVERNING BODY OF MAYO CLINIC. A MAJORITY OF ITS MEMBERS ARE EXTERNAL, INDEPENDENT TRUSTEES. IT HAS OVERALL RESPONSIBILITY FOR THE CHARITABLE, CLINICAL PRACTICE, SCIENTIFIC AND EDUCATIONAL MISSION AND PURPOSES OF MAYO CLINIC AND ITS AFFILIATES AS SET FORTH IN ITS ARTICLES OF INCORPORATION AND BYLAWS. BECAUSE OF MAYO CLINIC'S NATIONAL PRESENCE, THESE TRUSTEES ARE SELECTED BASED ON THEIR AREAS OF EXPERTISE, EXPERIENCE, AND OTHER CRITERIA ESTABLISHED BY THE INDEPENDENT NOMINATING COMMITTEE OF THE BOARD OF TRUSTEES. AREAS OF EXPERTISE AND EXPERIENCE INCLUDE SUCH AREAS AS HEALTH CARE POLICY, RESEARCH, EDUCATION, BUSINESS, AND GOVERNMENT. THE FILING ORGANIZATION, WHICH IS CONTROLLED BY MAYO CLINIC, RELIES ON THE COMMUNITY REPRESENTATION OF THE MAYO CLINIC BOARD OF TRUSTEES TO FULFILL THIS REQUIREMENT. OPEN VS. CLOSED STAFF MODEL - SEVERAL OF MAYO CLINIC'S HOSPITAL ENTITIES HAVE OBTAINED LETTER RULINGS APPROVING A STAFF MODEL IN WHICH ONLY MAYO CLINIC EMPLOYED PHYSICIANS ARE GIVEN STAFF PRIVILEGES IN ORDER TO MAINTAIN STANDARD METHODS OF PRACTICE AND PROTOCOLS. FOR THOSE ENTITIES, THE PHYSICIANS ARE SALARIED EMPLOYEES AND THUS THE ISSUE OF PRIVATE INUREMENT AND PRIVATE BENEFIT ADDRESSED BY THE OPEN STAFF REQUIREMENT ARE OTHERWISE ADDRESSED. THE FILING ORGANIZATION IS ONE OF THE ENTITIES WHICH OPERATES BASED ON THE CLOSED STAFF MODEL. EMERGENCY ROOM - THE PATIENTS OF THE FILING ORGANIZATION HAVE ACCESS TO AN EMERGENCY ROOM OPERATED BY A RELATED ENTITY ADJACENT TO OR IN CLOSE PROXIMITY TO THE FILING ORGANIZATION. PART VI, LINE 6: THIS ORGANIZATION IS PART OF A GROUP OF HEALTHCARE ENTITIES AFFILIATED WITH MAYO CLINIC. MAYO CLINIC IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT GROUP PRACTICE IN THE WORLD. DOCTORS FROM EVERY MEDICAL SPECIALTY WORK TOGETHER TO CARE FOR PATIENTS, JOINED BY COMMON SYSTEMS AND A PHILOSOPHY OF "THE NEEDS OF THE PATIENT COME FIRST." MORE THAN 4,000 STAFF PHYSICIANS AND SCIENTISTS, 3,400 RESIDENTS, FELLOWS, AND STUDENTS, AND 53,000 ALLIED HEALTH STAFF WORK AT MAYO CLINIC, WHICH HAS SITES IN ROCHESTER, MINNESOTA, JACKSONVILLE, FLORIDA, AND SCOTTSDALE/PHOENIX, ARIZONA, AS WELL AS A REGIONAL NETWORK OF HOSPITALS AND CLINICS IN MINNESOTA, WISCONSIN, GEORGIA AND IOWA. COLLECTIVELY, MORE THAN HALF A MILLION PEOPLE ARE TREATED EACH YEAR.SPECIFICALLY, THE FILING ORGANIZATION PROVIDES MEDICAL EDUCATION, RESEARCH, AND CLINIC SERVICES AT THE FLORIDA LOCATION. FOR MORE SPECIFIC DESCRIPTION, SEE THE RESPONSE TO CORE FORM, PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS, LINE 4A (REPORTED IN SCHEDULE O). PART VI, LINE 7 NEITHER THE FILING ORGANIZATION, NOR ANY RELATED ORGANIZATION, FILES A COMMUNITY BENEFIT REPORT WITH ANY STATE OTHER THAN THE EXTENT TO WHICH COMMUNITY BENEFIT INFORMATION IS INCLUDED IN OTHER REPORTING REQUIREMENTS SUCH AS INFORMATION PROVIDED TO A STATE HOSPITAL ASSOCIATION. 1 JACKSONVILLE COMMUNITY COUNCIL INC 100 FESTIVAL PARK AVENUE JACKSONVILLE FL 32202 591163905 501(C)(3) 10000 GENERAL SUPPORT RITZ CHAMBER MUSIC SOCIETY INC 1 INDEPENDENT DRIVE SUITE 2801 JACKSONVILLE FL 32202 562281527 501(C)(3) 10000 GENERAL SUPPORT AMERICAN DIABETES ASSOCIATION INC 1701 NORTH BEAUREGARD STREET ALEXANDRIA VA 22311 131623888 501(C)(3) 10000 GENERAL SUPPORT ST ANDREW'S LIGHTHOUSE INC 4599 WORRALL WAY JACKSONVILLE FL 32224 311489868 501(C)(3) 35000 GENERAL SUPPORT BEACHES FINE ART SERIES INC 416 12TH AVENUE NORTH JACKSONVILLE BEACH FL 32250 592989136 501(C)(3) 10000 GENERAL SUPPORT THE CHILDREN'S CHRISTMAS PARTY OF JACKSONVILLE INC PO BOX 5338 JACKSONVILLE FL 32247 593611757 501(C)(3) 8000 GENERAL SUPPORT I M SULZBACHER CENTER FOR THE HOMELESS INC 611 EAST ADAMS STREET JACKSONVILLE FL 32202 593229898 501(C)(3) 36095 GENERAL SUPPORT WOMEN'S CENTER OF JACKSONVILLE INC 5644 COLCORD AVENUE JACKSONVILLE FL 32211 237437216 501(C)(3) 5400 GENERAL SUPPORT VANDERBILT UNIVERSITY PMB 406310 2301 VANDERBILT PLACE NASHVILLE TN 37240 620476822 501(C)(3) 16750 RESEARCH COLUMBIA UNIVERSITY 615 WEST 131ST STREET MC 8741 NEW YORK NY 10027 135598093 501(C)(3) 136777 RESEARCH EMORY UNIVERSITY 1599 CLIFTON ROAD 3RD FLOOR ATLANTA GA 30322 580566256 501(C)(3) 39999 RESEARCH ALACHUA COUNTY HEALTH DEPARTMENT 2877 MACCLENNY AVENUE GAINESVILLE FL 32602 596000501 ALACHUA COUNTY, FL 42479 RESEARCH UNIVERSITY OF TENNESSEE 26 SOUTH DUNLAP ROOM 214 MEMPHIS TN 38163 626001636 STATE OF TENNESSEE 5190 RESEARCH UNIVERSITY OF FLORIDA 2500 SOUTHWEST 2ND AVENUE GAINESVILLE FL 32607 596002052 STATE OF FLORIDA 10117 RESEARCH H LEE MOFFIT CANCER CENTER AND RESEARCH INSTITUTE INC 12902 MAGNOLIA DRIVE TAMPA FL 33612 592451713 501(C)(3) 124438 RESEARCH MAYO CLINIC ARIZONA 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 860800150 501(C)(3) 29707 RESEARCH MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 13585791 CONTRIBUTIONS & RESEARCH AMERICAN CANCER SOCIETY INC (NATIONAL OFFICE) 250 WILLIAMS STREET NW ATLANTA GA 30303 131788491 501(C)(3) 20000 GENERAL SUPPORT JACKSONVILLE REGIONAL CHAMBER OF COMMERCE INC 3 INDEPENDENT DRIVE JACKSONVILLE FL 32202 590306160 501(C)(6) 7500 GENERAL SUPPORT MUSEUM OF SCIENCE AND HISTORY OF JACKSONVILLE INC 1025 MUSEUM CIRCLE JACKSONVILLE FL 32207 590651090 501(C)(3) 10800 GENERAL SUPPORT UNIVERSITY OF NORTH FLORIDA (ONEJAX) 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 STATE OF FLORIDA 10000 GENERAL SUPPORT JACKSONVILLE SYMPHONY ASSOCIATION 300 WEST WATER STREET SUITE 200 JACKSONVILLE FL 32202 596002520 501(C)(3) 37500 GENERAL SUPPORT JACKSONVILLE UNIVERSITY 2800 UNIVERSITY BOULEVARD NORTH JACKSONVILLE FL 32211 590624412 501(C)(3) 100000 GENERAL SUPPORT SISTERS NETWORK PO BOX 2939 JACKSONVILLE FL 32203 593488199 501(C)(3) 10000 GENERAL SUPPORT KATIE CAPLES SCHOLARSHIP FOUNDATION 98 SOUTH FLETCHER AVENUE FERNANDINA BEACH FL 32034 593580838 501(C)(3) 20000 GENERAL SUPPORT UNITED WAY OF NORTHEAST FLORIDA INC 1301 RIVERPLACE BLVD SUITE 400 JACKSONVILLE FL 32207 590637825 501(C)(3) 25000 GENERAL SUPPORT FLORDIA COUNCIL ON AGING INC 1018 THOMASVILLE ROAD SUITE 110 TALLAHASSEE FL 32303 596194436 501(C)(3) 6000 GENERAL SUPPORT H LEE MOFFIT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL INC 12902 MAGNOLIA DRIVE TAMPA FL 33612 593238634 501(C)(3) 105050 RESEARCH THE GENERAL HOSPITAL CORPORATION 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 66072 RESEARCH VACCINE AND GENE THERAPY INSTITUTE OF FLORIDA CORP 9801 SW DISCOVERY WAY PORT ST LUCIE FL 34987 364631835 501(C)(3) 63006 RESEARCH ARIZONA STATE UNIVERSITY 411 NORTH CENTRAL AVENUE PHOENIX AZ 85004 860196696 STATE OF ARIZONA 15818 RESEARCH VIRGINA COMMONWEALTH UNIVERSITY 910 WEST FRANKLIN STREET RICHMOND VA 23284 546001758 STATE OF VIRGINA 11547 RESEARCH UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET BOX 0812 SAN FRANCISCO CA 94143 946036493 STATE OF CALIFORNIA 10739 RESEARCH MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC 55 FRUIT STREET BOSTON MA 02144 042807148 501(C)(3) 6551 RESEARCH STANFORD UNIVERSITY 1450 PAGE MILL ROAD STANFORD CA 94304 941156365 501(C)(3) 6316 RESEARCH 35 1 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. FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE MONITORED BY THE FILING ORGANIZATION AS PRESCRIBED IN OMB CIRCULAR A-133. NO ADDITIONAL MONITORING IS PERFORMED. TRANSFERS OR GRANTS TO TAX-EXEMPT ORGANIZATIONS AND/OR AFFILIATED TAX-EXEMPT ORGANIZATIONS WILL BE USED PURSUANT TO THE POLICIES AND PROCEDURES OF THE GRANTEE ORGANIZATIONS AND TO FURTHER THE EXEMPT PURPOSES OF THE GRANTEE ORGANIZATIONS. BOTH THE FILING ORGANIZATION AND THE GRANTEE ORGANIZATION MAINTAIN ADEQUATE BOOKS AND RECORDS OF SUCH TRANSFERS OR GRANTS. NO ADDITIONAL MONITORING IS PERFORMED. X X X X X 1 1 0 1 0 0 0 0 0 0 0 BRIGHAM ROBERT F DIRECTOR/SECRETARY/CAO 431123 0 0 0 62575 0 177 0 24944 0 518819 0 0 0 BROTT MD THOMAS G DIRECTOR/PHYSICIAN 301086 0 0 0 22835 0 141 0 15730 0 339792 0 0 0 BUSKIRK MD STEVEN J DIRECTOR/PHYSICIAN 505069 0 0 0 74368 0 34540 0 14744 0 628721 0 0 0 CANGEMI MD JOHN R DIRECTOR/PHYSICIAN 442948 0 0 0 51714 0 36601 0 22844 0 554107 0 0 0 CASLER MD JOHN D DIRECTOR/PHYSICIAN 427256 0 0 0 36978 0 33144 0 26233 0 523611 0 0 0 DAWSON MD NANCY L DIRECTOR/PHYSICIAN 261207 0 0 0 3840 0 39772 0 14568 0 319387 0 0 0 DEVAULT MD KENNETH R DIRECTOR/PHYSICIAN 483313 0 0 0 64188 0 25190 0 28224 0 600915 0 0 0 GONWA MD THOMAS A DIRECTOR/PHYSICIAN 316942 0 0 0 21990 0 42666 0 26944 0 408542 0 0 0 HARRISON DEBRA A DIRECTOR/CNO 203984 0 0 0 2076 0 50 0 13320 0 219430 0 0 0 HOFFMAN MARY J DIRECTOR/TREASURER/ASST. 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STEVEN BUSKIRK AND ROBERT BRIGHAM SERVED ON THE BOARD OF TRUSTEES FOR MAYO CLINIC (THE PARENT COMPANY OF THE FILING ORGANIZATION) AND WERE PROVIDED TRAVEL FOR COMPANIONS SO THEIR SPOUSES COULD ACCOMPANY THEM TO THE SITE OF THE MAYO CLINIC BOARD OF TRUSTEE MEETINGS. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION AND WAS GROSSED-UP. MAYO EMPLOYEES RESIDING IN FLORIDA DO NOT HAVE FLORIDA INCOME TAX AND INCUR REDUCTIONS IN THEIR NET PAY AS A RESULT OF WORKING OUTSIDE OF FLORIDA DUE TO WITHHOLDING REQUIREMENTS OF OTHER STATES. FLORIDA EMPLOYEES PERFORMING WORK OUTSIDE OF FLORIDA RECEIVE A SUPPLEMENTAL PAYMENT TO HELP OFFSET THE COST OF THE STATE INCOME TAXES INCURRED AS A RESULT OF HAVING TO WORK OUTSIDE OF FLORIDA. SEVERAL CURRENT & FORMER TRUSTEES, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES LISTED ON THIS RETURN RECEIVED THIS SUPPLEMENTAL PAYMENT. HOUSING ALLOWANCES ARE PROVIDED WHEN JUSTIFIED BY BUSINESS NEED SUCH AS RELOCATION OR WORK ASSIGNMENT. IN 2013, MARY HOFFMAN RECEIVED A HOUSING ALLOWANCE THAT WAS TREATED AS TAXABLE INCOME AND WAS GROSSED-UP. AS A BENEFIT TO ITS EMPLOYEES, THE FILING ORGANIZATION SUBSIDIZED EMPLOYEE MEMBERSHIPS TO THE YMCA AND SIMILIAR HEALTH/FITNESS FACILITIES. SUCH SUBSIDIES ARE AVAILABLE TO ALL EMPLOYEES AND ARE TREATED AS TAXABLE INCOME. FOR 2013, DR. MARY O'CONNOR RECEIVED THIS BENEFIT. THE PERSONAL SERVICES THAT WERE PROVIDED ARE INCOME TAX PREPARATION SERVICES. IN ACCORDANCE WITH MAYO POLICY, THESE SERVICES ARE AVAILABLE TO MAYO CLINIC STAFF. SEVERAL OF THE CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES LISTED ON THIS RETURN RECEIVED THIS SERVICE, WHICH WAS TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS. PART I, 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). - BARTLEY M.D., GEORGE B. $ 71,654 - BRIGHAM, ROBERT F. $ 58,360 - BROTT M.D., THOMAS G. $ 13,575 - BUSKIRK M.D., STEVEN J. $ 69,952 - CALAMIA M.D., KENNETH T. $ 29,560 - CANGEMI M.D., JOHN R. $ 47,649 - CASLER M.D., JOHN D. $ 33,717 - DAWSON M.D., NANCY L. $ 2,209 - DEEN JR., M.D., HUGH G. $ 132,000 - DEVAULT M.D., KENNETH R. $ 61,692 - GONWA M.D., THOMAS A. $ 17,839 - HANEL M.D., RICARDO A. $ 47,140 - HOFFMAN, MARY J. $ 7,646 - JORGENSEN, STEVEN C. $ 8,667 - KHOOR M.D., ANDRAS $ 30,365 - LANGE M.D., STEPHEN M. $ 56,555 - LEVENTHAL M.D., JACK P. $ 30,251 - LOEB M.D., DAVID S. $ 41,767 - MATHEWS, HILARY G. $ 555 - MURRAY M.D., PETER M. $ 60,246 - O'CONNOR M.D., MARY I. $ 84,528 - PASCUAL M.D., JORGE M. $ 16,493 - PRESUTTI D.O., RICHARD J. $ 8,460 - REIMER M.D., RONALD $ 131,300 - RUPP M.D., WILLIAM C. $ 143,425 - SMITH M.D., C. DANIEL $ 57,274 - SPACKMAN M.D., THOMAS N. $ 49,286 - TAWK M.D., RABIH G. $ 28,314 - UITTI M.D., RYAN J. $ 5,175 - WALTERS, ROBERT M. $ 11,642 - WHAREN M.D., ROBERT E. $ 135,500 - WILLIAMS M.D., HUGH J. $ 98,797 PART I, LINE 3 THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE THE CORE PART OF THE FORM 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. MMSI INC BOARD OVERLAP 34089523 BENEFITS AND SERVICES 0 JANICE CLARKE MD FAMILY MEMBER OF DR. WILLIAM RUPP (OFFICER / DIRECTOR) 20249 EMPLOYMENT 0 DAVID CANGEMI MD FAMILY MEMBER OF DR. JOHN CANGEMI (DIRECTOR) 59532 EMPLOYMENT 0 CAITLIN SCHEFFEL FAMILY MEMBER OF JEFFREY SCHEFFEL (KEY EMPLOYEE) 50867 EMPLOYMENT 0 TARA BRIGHAM FAMILY MEMBER OF ROBERT BRIGHAM (OFFICER / DIRECTOR) 52056 EMPLOYMENT 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP: - CALAMIA M.D., KENNETH T. - CROFT, CHERYL R. - HOFFMAN, MARY J. AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MCHS PHYSICIANS IN WAYCROSS, 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 OF MAYO CLINIC JACKSONVILLE IS MAYO CLINIC. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE MAYO CLINIC JACKSONVILLE EXECUTIVE OPERATIONS TEAM SHALL BE ELECTED UPON THE NOMINATION OF THE VICE PRESIDENT/CEO AND ELECTION BY THE MAYO CLINIC BOARD OF GOVERNORS. FORM 990, PART VI, SECTION A, LINE 7B MAYO CLINIC JACKSONVILLE'S ARTICLES PROVIDE THE SOLE CORPORATE MEMBER POWER IN AREAS SUCH AS COMPENSATION, CAPTIAL, BUDGET, DEBT AND APPROVAL OF AMENDMENTS TO THE ARTICLES AND BYLAWS. 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 TREASURER AND FINANCE STAFF. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE FILING ORGANIZATION'S GOVERNING BODY VIA U.S. 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. THE FOLLOWING INDEPENDENT APPROVAL PROCESS OCCURS ANNUALLY IN THE FALL FOR THE NEXT YEAR'S COMPENSATION. THE SALARIES OF THE CEO, CAO, CFO, VICE CHAIR AND PHYSICIAN LEADERS ON THE BOARD OF THE FILING ORGANIZATION WERE REVIEWED BY THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE AND/OR THE MAYO CLINIC GOVERNANCE COMMITTEE PURSUANT TO THE PROCESS DESCRIBED BELOW FOR 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 CLINC HEALTH SYSTEM LOCATIONS, AS WELL AS CERTAIN SENIOR ADMINISTRATIVE AND EXECUTIVE LEADERSHIP (INCLUDING ALL PERSONS BELIEVED TO BE DISQUALIFIED PERSONS). THIS PROCESS ESTABLISHES ACCEPTABLE RANGES FOR VARIOUS POSITIONS, LEVELS, AND SPECIALTIES. THE COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. IN ADDITION, THE GOVERNANCE COMMITTEE DIRECTLY RETAINS AN INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANT TO PROVIDE RELEVANT, CONTEMPORANEOUS BENCHMARK INFORMATION FOR A SMALL GROUP OF SENIOR PHYSICIAN, ADMINISTRATIVE, AND EXECUTIVE LEADERSHIP POSITIONS FOR WHICH AN INDIVIDUALIZED REVIEW AND RECOMMENDATION IS MADE. FORM 990, PART VI, SECTION C, LINE 19 THE FILING ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND ALSO ON THE MAYOCLINIC.ORG WEBSITE. THE FILING ORGANIZATION FILES A SCHEDULE H, AND AS SUCH, MAYO CLINIC'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO THE FILING ORGANIZATION'S FORM 990 AND WOULD BE AVAILABLE UPON REQUEST OF THE FORM 990. FORM 990, PART IX, LINE 11G IC PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 12,715,738. MANAGEMENT AND GENERAL EXPENSES 72,468,885. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,184,623. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 20,967,662. MANAGEMENT AND GENERAL EXPENSES 337,141. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,304,803. 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 1 0 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 MAYO CLINIC FLORIDA S 23084509 GAAP MAYO CLINIC FLORIDA L 13231080 GAAP MAYO CLINIC FLORIDA J 8732774 GAAP MAYO CLINIC FLORIDA Q 56699412 GAAP MAYO CLINIC FLORIDA M 1549082 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH L 1166276 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH R 22605404 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH P 501891146 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH M 354280 GAAP MCHS INC WAYCROSS INC Q 935244 GAAP MMSI INC M 2044531 GAAP MMSI INC S 32044992 GAAP