2014-11-17T09:07:22-06:00 2013-12-31 990 2013-01-01 411506440 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH MAYO 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 ROGER A LINDAHL ASSISTANT SECRETARY 5075381297 2014-11-17 2013 2015-11-30 17:44:51Z WILLIAM J LITCHY MD 200 FIRST STREET SW ROCHESTER MN 55905 1069644456 0 5983 X WWW.MAYO.EDU X 1915 MN TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF MAYO CLINIC 6 0 7515 0 19737303 5218155 4705966 5333158 1088612710 1060285704 3461139 1926184 3172255 1939354 1099952070 1069484400 38692 82563 0 0 566629269 591535829 0 0 645396 517124239 471131317 1083792200 1062749709 16159870 6734691 1596665927 1805591504 1466359536 1658802548 130306391 146788956 X TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF MAYO CLINIC, INCLUDING, BUT NOT LIMITED TO, MEDICAL EDUCATION AND RESEARCH, MEDICAL PRACTICE ACTIVITIES, AND CLINICAL OUTREACH ACTIVITIES IN FURTHERANCE OF SUCH MEDICAL EDUCATION AND RESEARCH AND PROMOTION OF HEALTH. 0 0 744468047 82563 801930974 SUPPORT SERVICES (SEE SCHEDULE O)SUPPORT SERVICES:MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER) PARTICIPATES IN THE DIRECTION AND GUIDANCE OF MEDICAL CLINICS OPERATED BY MAYO CLINIC. THESE INCLUDE MAYO CLINIC, LOCATED IN ROCHESTER, MINNESOTA, AS WELL AS SEPARATE, NONPROFIT MEDICAL CLINICS OPERATED BY MAYO CLINIC IN JACKSONVILLE, FLORIDA; SCOTTSDALE, ARIZONA; EAU CLAIRE, LACROSSE AND MENOMONIE, WISCONSIN; ALBERT LEA, AUSTIN, CANNON FALLS, FAIRMONT, FARIBAULT, LAKE CITY, MANKATO, NEW PRAGUE , OWATONNA, RED WING, ST. JAMES, SPRINGFIELD, WABASHA AND WASECA, MINNESOTA; DECORAH, IOWA AND WAYCROSS, GEORGIA. MFMER'S RELATIONSHIP WITH THESE CLINICS IS TO ENSURE THE HIGHEST QUALITY STANDARDS OF PATIENT CARE AND PATIENT DATA ESTABLISHED AT MAYO CLINIC ARE CONSISTENT THROUGHOUT THE MAYO CLINIC SYSTEM SO THAT THE RESEARCH AND EDUCATIONAL PURPOSES OF MAYO CLINIC CAN BE ACCOMPLISHED. THE EXTENSION OF THE RESEARCH, EDUCATION AND PATIENT CARE LEADERSHIP ROLE ASSOCIATED WITH MAYO CLINIC INTO AREAS OUTSIDE OF ROCHESTER CREATES USEFUL AND OTHERWISE UNAVAILABLE COMPARATIVE RESEARCH AND EDUCATIONAL OPPORTUNITIES TO FURTHER MAYO'S EXEMPT PURPOSE.MFMER ALSO PROVIDES PAYROLL, PURCHASING, SALARY & BENEFIT ADMINISTRATION AND OTHER MISCELLANEOUS SUPPORT SERVICES FOR MAYO CLINIC AND AFFILIATES. 175047001 182505506 PHARMACIES AND MEDICAL PRODUCTS (SEE SCHEDULE O)PHARMACIES AND MEDICAL PRODUCTS:IN ORDER TO CONVENIENTLY ACCOMMODATE THE NEEDS OF PATIENTS AND EMPLOYEES OF MAYO CLINIC, MFMER OPERATES SIX PHARMACIES AND THREE MEDICAL PRODUCT STORES AT MAYO CLINIC SITES. IN 2013, 1,064,295 PRESCRIPTIONS AND 109,992 MEDICAL PRODUCT ORDERS WERE FILLED FOR MAYO CLINIC EMPLOYEES, RETIREES, AND PATIENTS. THESE OPERATIONS ARE NOT INTENDED TO SERVE THE GENERAL PUBLIC. 45090685 48428193 HEALTH INFORMATION (SEE SCHEDULE O)HEALTH INFORMATION:MFMER IS USED AS A MEANS OF MAKING AVAILABLE TO THE MEDICAL COMMUNITY AND TO THE GENERAL PUBLIC THE RESULTS OF MAYO'S RESEARCH AND EDUCATION PROGRAMS. GLOBAL BUSINESS SOLUTIONS HAS SERVICE LINES ENCOMPASSING THE WEB, MOBILE, PRINT AND TELEPHONIC CHANNELS THAT MAKE MAYO CLINICS HEALTH INFORMATION, EXPERTISE AND UNIQUE MODEL OF CARE AVAILABLE TO MILLIONS OF PEOPLE.DURING 2013, MFMER SOLD 6,444,744 COPIES OF THE MAYO CLINIC HEALTH LETTER. THE HEALTH LETTER IS A MONTHLY NEWSLETTER CONTAINING USEFUL HEALTH INFORMATION FOR THE GENERAL PUBLIC.MFMER SOLD 2,455,591 COPIES OF THE MAYO CLINIC EMBODYHEALTH NEWSLETTER. MOST OF THE COPIES WERE SOLD TO EMPLOYERS AND MEMBER ORGANIZATIONS AS PART OF MFMER'S CORPORATE WELLNESS PROGRAM. THIS PROGRAM IS DESIGNED TO MEET THE SPECIFIC POPULATION HEALTH MANAGEMENT NEEDS OF EMPLOYERS AND MEMBER ORGANIZATIONS. THE EMBODYHEALTH NEWSLETTER PROVIDES HEALTH INFORMATION TO THE SUBCRIBING ORGANIZATION'S EMPLOYEES AND MEMBERS.MFMER ALSO SELLS NUMEROUS BOOKS ON HEALTH RELATED TOPICS. DURING 2013, MFMER SOLD 531,003 COPIES OF BOOKS ON HEALTH RELATED TOPICS TO CONSUMERS AND EMPLOYERS. MFMER ALSO OPERATES MAYO'S INFORMATIONAL CONSUMER WEBSITE, MAYOCLINIC.COM, WHICH HAS THOUSANDS OF VISITORS DAILY.ASK MAYO CLINIC, A TELEPHONIC HEALTH RESOURCE ADMINISTERED BY MFMER IS A STRATEGIC RESOURCE AVAILABLE TO EMPLOYERS TO OFFER TO THEIR EMPLOYEES. THIS 24-HOUR NURSE LINE AND HEALTH ADVOCACY SERVICE IS STAFFED BY EXPERIENCED REGISTERED NURSES WHO DRAW ON THE RESOURCES OF MAYO CLINIC TO HELP PEOPLE CHOOSE THE RIGHT LEVEL OF CARE FOR ILLNESSES AND INJURIES, AND ACCESS APPROPRIATE RESOURCES FOR THEIR PERSONAL HEALTH NEEDS.OTHER TELEPHONIC HEALTH RESOURCES ADMINISTERED BY MFMER TO EMPLOYERS TO OFFER TO THEIR EMPLOYEES INCLUDE: HEALTHY LIVING COACHING, DISEASE MANAGEMENT, AND PREGNANCY ADVISOR. HEALTHY LIVING ONLINE IS THE WEB PRODUCT SOLD TO EMPLOYERS WHICH INCLUDES AN ONLINE HEALTH ASSESSMENT. 19259866 28817103 LICENSING OF TECHNOLOGY:MAKING THE RESULTS OF RESEARCH AND TECHNOLOGY DEVELOPED THROUGHOUT MAYO CLINIC AVAILABLE TO THE PUBLIC IS ANOTHER FUNCTION OF MFMER. THIS IS ACCOMPLISHED THROUGH LICENSING ARRANGEMENTS WITH OTHERS HAVING THE CAPABILITY TO DISTRIBUTE THE TECHNOLOGY TO THE MEDICAL COMMUNITY AND THE GENERAL PUBLIC. DURING 2013, MFMER SIGNED 85 LICENSES WITH COMPANIES TO DISTRIBUTE MAYO CLINIC TECHNOLOGY AND INVENTIONS. IN EXCHANGE FOR THESE LICENSES, MFMER RECEIVES ROYALTIES BASED ON GROSS REVENUES GENERATED FROM THE PRODUCTS DEVELOPED FROM THE LICENSED TECHNOLOGY OR INVENTION. THE REVENUES FROM THESE ROYALTIES ARE USED TO FURTHER THE RESEARCH AND EDUCATIONAL ACTIVITIES OF MAYO CLINIC.MAYO CLINIC VENTURES (MCV) WORKS WITH INVENTORS AND INDUSTRY TO MOVE INNOVATIONS FROM BENCH TO BEDSIDE BY CREATING NEW LICENSING OPPORTUNITIES, NEW COMPANIES AND NEW PRODUCTS. MCV HAS FILED MORE THAN 4,200 PATENT APPLICATIONS RESULTING IN MORE THAN 720 ACTIVE LICENSE AGREEMENTS WITH COMPANIES IN THE BIOMEDICAL AND MANUFACTURING INDUSTRIES.TECHNOLOGY BASED VENTURES (TBV): WHEN CLEARLY DEFINED CRITERIA ARE MET, A TECHNOLOGY MAY BE CONSIDERED FOR THE OFFICE OF INTELLECTUAL PROPERTY'S TECHNOLOGY BASED VENTURES (TBV) PROGRAM, WHICH COMMERCIALIZES A TECHNOLOGY IN EXCHANGE FOR EQUITY AND ACTS AS A VEHICLE FOR A POSSIBLE MAYO CLINIC INVESTMENT INTO A START-UP COMPANY. THE TECHNOLOGY-BASED VENTURES PROGRAM FOCUSES ON COMMERCIALIZING MAYO CLINIC TECHNOLOGIES BY CREATING NEW COMPANIES, LICENSING TECHNOLOGIES INTO EXISTING START-UP COMPANIES, AND INVESTING IN VENTURE CAPITAL-BACKED COMPANIES. THIS WORK IS DONE IN CLOSE PARTNERSHIP WITH VENTURE CAPITAL FIRMS AND MANAGEMENT TEAMS THAT HAVE SIGNIFICANT EXPERIENCE IN THE HEALTH CARE INDUSTRY.AS PART OF THIS EFFORT, THE TECHNOLOGY-BASED VENTURES PROGRAM MANAGES A VENTURE CAPITAL INVESTMENT FUND. THE PROGRAM CO-INVESTS WITH LEADING VENTURE CAPITAL FIRMS IN HEALTH CARE TECHNOLOGY COMPANIES AND SEEKS TO PROVIDE A FINANCIAL RETURN TO MAYO CLINIC TO SUPPORT PATIENT CARE, RESEARCH AND EDUCATION. SINCE 1996, THE PROGRAM HAS INVESTED IN OVER TWO-DOZEN COMPANIES THAT ARE BASED ON MAYO CLINIC TECHNOLOGY OR UTILIZE MAYO CLINIC EXPERTISE. DURING 2013 THE FUND WAS REORGANIZED AND NAMED AS MAYO CLINIC CO-INVESTMENT FUND. THE FUND NOW HAS APPROVAL TO INVEST UP TO $100 MILLION. THE FUND OPERATES IN A COLLABORATIVE RELATIONSHIP BETWEEN MAYO CLINIC VENTURES AND MAYO CLINIC TREASURY SERVICES. 19259866 28817103 983865599 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 4669 0 1 7515 1 1 1 1 MX MP 0 0 0 0 1 2 0 0 0 X 6 0 1 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 1 1 MN CA KY X CORPORATE TAX UNIT 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 BOLTON JEFFREY W DIRECTOR/VICE PRES. (1/1 - 9/19) 40.00 0.00 X X 818814 0 55736 LIENAU MARTY A DIRECTOR 40.00 0.00 X 104232 0 19367 LINDAHL ROGER A DIRECTOR/ASST. SECRETARY 40.00 0.00 X X 247807 0 56432 LITCHY MD WILLIAM J DIRECTOR/PRESIDENT 1.00 40.00 X X 0 303561 15221 MATTHIAS MARK A DIRECTOR/ASST. TREASURER 40.00 0.00 X X 216933 0 51247 ROGERS JAMES A DIRECTOR/ASST. SECRETARY 40.00 0.00 X X 261407 0 41891 SANDEEN DARRELL L DIRECTOR/VICE PRES. (10/24 - 12/31) 40.00 0.00 X X 272271 0 39347 BRIGHAM ROBERT F ASST. SECRETARY 1.00 40.00 X 0 493698 25121 BROWN MICHAEL E ASST. SECRETARY 40.00 0.00 X 201471 0 27602 BROWN WILLIAM A ASST. TREASURER 40.00 0.00 X 213678 0 52093 ESTES DANIEL D ASST. TREASURER 40.00 0.00 X 189783 0 33237 FRANCIS JAMES R ASST. TREASURER 40.00 0.00 X 335018 0 54348 FROISLAND JEFFREY R ASST. TREASURER 40.00 0.00 X 267575 0 34865 GOLDMAN DANIEL S ASST. SECRETARY 40.00 0.00 X 199059 0 35325 HERBERT DAVID P ASST. TREASURER 40.00 0.00 X 267007 0 61355 HOFFMAN III HARRY N TREASURER 1.00 40.00 X 0 1070953 302113 HOFFMAN MARY J ASST. SECRETARY 1.00 40.00 X 0 306542 58815 HUBERT SHERRY L ASST. SECRETARY 40.00 0.00 X 243018 0 44845 LOHKAMP CHRISTIE A ASST. TREASURER 40.00 0.00 X 213743 0 28003 MELVIN KEVIN B ASST. SECRETARY 1.00 40.00 X 0 157881 40773 MENKOSKY PAULA E ASST. TREASURER 1.00 40.00 X 0 399644 50464 OTTE KIMBERLY K ASST. SECRETARY 40.00 0.00 X 217856 0 40843 OVIATT JONATHAN J SECRETARY 40.00 0.00 X 570894 0 64729 SAWYER NAN B ASST. TREASURER (1/1 - 5/22) 1.00 40.00 X 0 213067 38277 SCHMIDT BRADLEY D ASST. TREASURER 30.00 10.00 X 203200 12235 52735 WEIS SHIRLEY A ASST. TREASURER (1/1 - 11/15) 40.00 0.00 X 1076398 0 57504 CASEY MICHAEL A DIVISION VICE CHAIR 40.00 0.00 X 199211 0 40209 COLLINS CRAIG C DIVISION CHAIR 40.00 0.00 X 242685 0 56869 GROSSET JESSICA A DIVISION VICE CHAIR 40.00 0.00 X 285162 0 23885 LA FORGIA JOHN M CHIEF PUBLIC AFFAIRS OFFICER 40.00 0.00 X 500439 0 48660 LANGSTRAAT HARLAN J DIVISION VICE CHAIR 40.00 0.00 X 241804 0 52308 NOSEWORTHY MD JOHN H PRESIDENT/CEO OF MAYO CLINIC 40.00 0.00 X 1844714 0 55583 RAGSDALE JILL M CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 489264 0 41048 ROSS CHRISTOPHER J CHIEF INFORMATION OFFICER 40.00 0.00 X 547833 0 51499 ROTTY BRIAN W ADMINISTRATOR 40.00 0.00 X 213523 0 48659 RYAN MICHAEL J DIVISION CHAIR 40.00 0.00 X 317698 0 44251 TRASTEK MD VICTOR F PHYSICIAN - PROFESSIONAL/ETHICS 40.00 0.00 X 863178 0 62543 ABDEL MD MATTHEW P PHYSICIAN - ORTHOPEDIC SURGERY 40.00 0.00 X 364993 0 13214 BRODERSEN MD MARK P PHYSICIAN - ORTHOPEDICS 40.00 0.00 X 731025 0 73190 CALAMIA MD KENNETH T CEO OF MCHS-WAYCROSS 40.00 0.00 X 405983 0 63409 THOMAS GREGORY J ADMINISTRATOR 40.00 0.00 X 475149 0 8792 VAN GOMPEL MD JAMIE J PHYSICIAN - NEUROLOGIC SURGERY 20.00 20.00 X 232348 238213 32425 ANDERSON JAMES G FORMER ASST. TREASURER 0.00 40.00 X 0 244686 14568 EDWARDS MD BROOKS S FORMER PRESIDENT 0.00 40.00 X 0 454532 63709 KOCH MARK B FORMER ASST. SECRETARY 0.00 40.00 X 0 316763 13860 SCHILMOELLER ALAN R FORMER VICE PRESIDENT 40.00 0.00 X 140724 0 16106 CRANMER JOHN P FORMER KEY EMPLOYEE 40.00 0.00 X 156698 0 9712 CROFT CHERYL R FORMER KEY EMPLOYEE 10.00 30.00 X 27958 203801 48213 JORGENSEN STEVEN C FORMER KEY EMPLOYEE 40.00 0.00 X 318115 0 51789 MCNAMARA MICHAEL J FORMER KEY EMPLOYEE 10.00 30.00 X 79212 271348 16079 MCNEILL STEVEN L FORMER KEY EMPLOYEE 40.00 0.00 X 317977 0 49777 NESSE MD ROBERT E FORMER KEY EMPLOYEE 0.00 40.00 X 0 740824 15779 STEVENS JEFFREY J FORMER KEY EMPLOYEE 40.00 0.00 X 197557 0 47189 CAGIN DO CHARLES R FORMER HIGHEST PAID 0.00 40.00 X 0 706738 59176 FOGELSON MD JEREMY L FORMER HIGHEST PAID 0.00 40.00 X 0 583593 37405 LETTIERI MD SALVATORE C FORMER HIGHEST PAID 0.00 40.00 X 0 522196 46303 MEYERS MD MICHAEL S FORMER HIGHEST PAID 0.00 40.00 X 0 601173 41290 PAMULAPATI MD KRISHNA M FORMER HIGHEST PAID 0.00 40.00 X 0 571145 55415 SINGH MD MANDEEP FORMER HIGHEST PAID 0.00 40.00 X 0 627560 49173 TAK MD TAHIR FORMER HIGHEST PAID 0.00 40.00 X 0 623684 64297 15313414 9663837 2798672 1215 1 1 0 HUNT CONSTRUCTION GROUP INC 6720 N SCOTTSDALE RD STE 300 SCOTTSDALE AZ 85253 CONSTRUCTION 58459309 GILBANE BUILDING COMPANY-KNUTSON CONSTRU 7 JACKSON WALKWAY PROVIDENCE RI 02903 CONSTRUCTION 34061894 ALVIN E BENIKE INC 2960 HIGHWAY 14 WEST ROCHESTER MN 55901 CONSTRUCTION 27747623 PEOPLECLICK INC 9425 N MACARTHUR BLVD IRVING TX 75063 HR SERVICES 23953749 THE ROBINS & MORTON GROUP 400 SHADES CREEK PARKWAY STE 200 BIRMINGHAM AL 35209 CONSTRUCTION 22504813 892 5333158 5333158 SUPPORT SERVICES 561000 800534907 790948590 7634987 1951330 PHARMACY REVENUE 446110 169570464 168719543 850921 HEALTH INFORMATION REV 511190 48428192 37677778 10240347 510067 ROYALTY REVENUE 541900 28817103 27764509 1052594 MEDICAL PRODUCT SALES 446199 12935038 11919311 1015727 1060285704 2086240 2086240 160056 -160056 -160056 -160056 MISC. REVENUE 900099 973941 1195130 -480009 258820 MISC CONSULTING SERVIC 541610 470056 0 470056 MAYO MEDICAL TRANSPORT 621990 468965 193437 275528 26392 7500 5274 13618 1939354 1069484400 1038425798 19737303 5988141 62625 62625 19938 19938 13240006 13240006 2368020 2368020 435621952 435621952 81962782 81962782 25581910 25581910 32761159 32761159 652753 652753 4346208 4346208 1494856 1494856 1878977 1878977 86058270 86058270 10142743 10142743 175180780 175180780 64317980 64317980 10293285 10293285 47995317 47995317 6378280 6378280 560341 560341 1454 1454 50954767 50954767 316 316 EMPLOYEE RELATED EXPENS 5354046 5354046 MN CARE TAX 1841614 1841614 BAD DEBT EXPENSE 1631347 1631347 UNRELATED BUSINESS INCO 1419158 1419158 628825 -76836127 76819556 645396 1062749709 983865599 78238714 645396 344799962 473090918 25055653 23600464 44960327 53055956 194828369 194891006 31107578 31279862 32869708 32528804 506494540 384141071 176649315 122353469 3502264 4673400 30487172 44003881 712405579 826113744 1596665927 1805591504 760002516 806174783 11176098 24437803 695180922 828189962 1466359536 1658802548 X 122735767 139540917 5228003 4737418 2342621 2510621 130306391 146788956 1596665927 1805591504 6734691 9747874 0 X 0 1 X 1 0 X 2770435 4161728 4705966 5333158 16971287 617391814 719508061 954588081 1067700132 1038425798 4397613886 617391814 722278496 958749809 1072406098 1043758956 4414585173 0 0 0 4414585173 3731267 1670909 1966965 2517952 2086240 11973333 967146 1225483 6226296 5097732 5218155 18734812 4698413 2896392 8193261 7615684 7304395 30708145 4435698 1449009 1228907 697491 4061957 11873062 626525925 726623897 968171977 1080719273 1055125308 4457166380 0.99040 0.98730 0.00690 0.00960 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: SUPPORT SERVICES - 2009 AMOUNT: $ 4,435,698. 2010 AMOUNT: $ 560,158. 2011 AMOUNT: $ 500,249. 2013 AMOUNT: $ 1,951,330. HEALTH INFORMATION - 2010 AMOUNT: $ 601,804. 2011 AMOUNT: $ 527,017. 2012 AMOUNT: $ 482,715. 2013 AMOUNT: $ 510,067. MISCELLANEOUS - 2010 AMOUNT: $ 287,047. 2011 AMOUNT: $ 201,641. 2012 AMOUNT: $ 200,236. 2013 AMOUNT: $ 258,820. FUNDRAISING - 2012 AMOUNT: $ 14,540. MEDICAL TRANSPORT - 2013 AMOUNT: $ 275,528. MEDICAL RECORD/TRANSCRIPTION FEE - 2013 AMOUNT: $ 13,618. ROYALTY REVENUE - 2013 AMOUNT: $ 1,052,594. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 77 1 23335 0 1 1853465 0 1 2100 1878977 0 PART II-B, LINE 1: MAYO CLINIC (MAYO) IS THE PARENT OF THE FILING ORGANIZATION. DURING 2013, MAYO OFFICIALS HAD MEETINGS AND CONTACTS WITH FEDERAL AND STATE GOVERNMENT OFFICIALS, INCLUDING MEMBERS OF CONGRESS, STATE LEGISLATURES, AND THEIR STAFF TO DISCUSS VARIOUS HEALTH CARE REFORM PROPOSALS, MEDICARE REFORM AND ECONOMIC DEVELOPMENT LEGISLATION. THESE DISCUSSIONS AND MEETINGS WERE HELD IN ROCHESTER, MN AS WELL AS WASHINGTON, D.C., ST. PAUL, MN AND OTHER LOCATIONS. IN ADDITION, MAYO SENT CORRESPONDENCE TO MEMBERS, STAFF AND OTHER GOVERNMENT OFFICIALS OUTLINING MAYO'S CONCERNS AND RECOMMENDATIONS REGARDING HEALTHCARE REFORM, MEDICARE REFORM AND ECONOMIC DEVELOPMENT LEGISLATION. MAYO PROVIDES INFORMATION OR EXPRESSES ITS CONCERN TO LEGISLATIVE BODIES AND GOVERNMENT OFFICIALS ON MATTERS DIRECTLY RELATED TO HEALTH, THE DELIVERY OF HEALTH CARE AND MEDICAL EDUCATION AND/OR RESEARCH. SUCH ACTIVITY IS NORMALLY AT THE REQUEST OF A LEGISLATIVE BODY, COMMITTEE OR MEMBER. IN 2013, MAYO REPRESENTATIVES HAD SEVERAL MEETINGS WITH MEMBERS OF THE LEGISLATIVE AND EXECUTIVE BRANCHES OF GOVERNMENT TO DISCUSS ISSUES RELATING TO HEALTH CARE AND HEALTH CARE REFORM, MEDICARE REFORM AND ECONOMIC DEVELOPMENT LEGISLATION. THE MAJORITY OF EXPENSES RELATED TO LOBBYING ARE INCURRED BY MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER), AN AFFILIATED SUPPORT ORGANIZATION OF MAYO CLINIC. 2342621 168000 2510621 2305274 37347 2342621 2369808 -64534 2305274 2397178 -27370 2369808 2312185 84993 2397178 1.00000 0 1 1 489820129 384141071 105679058 16674411 16674411 122353469 DUE FROM AFFILIATES 702398394 RELOCATION HOUSES 2148332 OTHER LONG TERM ASSETS 9802769 THIRD PARTY TRUSTS 6747217 INVESTMENTS IN SUBSIDIARIES 300000 MISC. CONTRIBUTED ASSETS 514822 GIFT ANNUITIES 104202210 826113744 DUE TO AFFILIATES 823516562 DEFERRED COMPENSATION LIABILITY 4673400 828189962 X 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 15 TRAVEL-INTERNATIONAL CONFERENCE 15446 EAST ASIA AND THE PACIFIC 0 12 TRAVEL- INTERNATIONAL CONFERENCE 32114 EUROPE (INCLUDING ICELAND & GREENLAND) 0 14 TRAVEL- INTERNATIONAL CONFERENCE 26296 MIDDLE EAST AND NORTH AFRICA 0 3 TRAVEL- INTERNATIONAL CONFERENCE 5152 NORTH AMERICA 0 22 TRAVEL- INTERNATIONAL CONFERENCE 32872 SOUTH AMERICA 0 4 TRAVEL- INTERNATIONAL CONFERENCE 2714 SOUTH ASIA 0 3 TRAVEL- INTERNATIONAL CONFERENCE 1577 CENTRAL AMERICA AND THE CARIBBEAN 1 2 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 33967 NORTH AMERICA 1 6 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 146478 SOUTH AMERICA 1 6 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 57825 EAST ASIA AND THE PACIFIC 0 3 PROGRAM SERVICES MANAGEMENT CONSULTING 45262 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT 125000 SUB-SAHARAN AFRICA 0 1 INVESTMENT 43000 CENTRAL AMERICA AND THE CARIBBEAN 0 19 SUPPLIES & SERVICES PURCHASED 1473309 EAST ASIA AND THE PACIFIC 0 88 SUPPLIES & SERVICES PURCHASED 504231 EUROPE (INCLUDING ICELAND & GREENLAND) 0 342 SUPPLIES & SERVICES PURCHASED 6065069 MIDDLE EAST AND NORTH AFRICA 0 48 SUPPLIES & SERVICES PURCHASED 407246 NORTH AMERICA 0 273 SUPPLIES & SERVICES PURCHASED 5724808 RUSSIA AND NEIGHBORING STATES 0 4 SUPPLIES & SERVICES PURCHASED 59970 SOUTH AMERICA 0 36 SUPPLIES & SERVICES PURCHASED 169551 SOUTH ASIA 0 34 SUPPLIES & SERVICES PURCHASED 304877 SUB-SAHARAN AFRICA 0 15 SUPPLIES & SERVICES PURCHASED 115672 CENTRAL AMERICA AND THE CARIBBEAN 0 0 SUPPLIES & SERVICES PURCHASED MARKETING 18295 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 SUPPLIES & SERVICES PURCHASED MARKETING 136651 MIDDLE EAST AND NORTH AFRICA 0 0 SUPPLIES & SERVICES PURCHASED MARKETING 787610 NORTH AMERICA 0 0 SUPPLIES & SERVICES PURCHASED MARKETING 491874 SOUTH AMERICA 0 0 SUPPLIES & SERVICES PURCHASED MARKETING 35074 1 75 2 875 3 950 150138 16711802 16861940 1 0 1 0 0 1 PART I, LINE 3: ACCRUAL METHOD SCHEDULE F, PART I, LINE 3: SUPPLIES & SERVICES PURCHASED - AS THE PROCUREMENT COMPANY FOR MAYO CLINIC AND AFFILIATES, THE FILING ORGANIZATION PURCHASES SUPPLIES AND SERVICES FROM AROUND THE WORLD. THE AMOUNTS AND REGIONS REFLECTED IN SCHEDULE F AS "SUPPLIES & SERVICES PURCHASED" ARE BASED ON ADDRESSES PROVIDED AT TIME OF INVOICING AND IS A CONSOLIDATED NUMBER FOR ALL THE ENTITIES WHO PURCHASE THROUGH THE FILING ORGANIZATION. SCHEDULE F, PART IV, LINE 6 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 1 GIFT OF LIFE INC 705 SECOND STREET SW ROCHESTER MN 55902 411495845 501(C)(3) 6125 SUPPORT EXEMPT PURPOSE ROCHESTER PUBLIC SCHOOL 615 7TH STREET SW ROCHESTER MN 55902 416002803 STATE OF MN 50000 SUPPORT EXEMPT PURPOSE 2 0 FINANCIAL ASSISTANCE - SPIRIT OF CARING AWARDS 5 14657 FINANCIAL ASSISTANCE - BALFOUR AWARD 3 5281 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. TRANSFERS OR GRANTS TO 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. MFMER PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO EMPLOYEES EXPERIENCING TEMPORARY HARDSHIPS. GRANTS ARE PROVIDED BASED ON A PROVEN NEED AND ARE NOT MONITORED. X X X X 1 1 1 1 0 0 0 0 0 0 0 BOLTON JEFFREY W DIRECTOR/VICE PRES. (1/1 - 9/19) 720605 0 0 0 98209 0 33940 0 21796 0 874550 0 0 0 LINDAHL ROGER A DIRECTOR/ASST. SECRETARY 246093 0 0 0 1714 0 28672 0 27760 0 304239 0 0 0 LITCHY MD WILLIAM J DIRECTOR/PRESIDENT 0 277080 0 0 0 26481 0 141 0 15080 0 318782 0 0 MATTHIAS MARK A DIRECTOR/ASST. TREASURER 216134 0 0 0 799 0 20261 0 30986 0 268180 0 0 0 ROGERS JAMES A DIRECTOR/ASST. SECRETARY 260078 0 0 0 1329 0 19028 0 22863 0 303298 0 0 0 SANDEEN DARRELL L DIRECTOR/VICE PRES. (10/24 - 12/31) 262501 0 0 0 9770 0 25850 0 13497 0 311618 0 0 0 BRIGHAM ROBERT F ASST. SECRETARY 0 431123 0 0 0 62575 0 177 0 24944 0 518819 0 0 BROWN MICHAEL E ASST. SECRETARY 200714 0 0 0 757 0 19286 0 8316 0 229073 0 0 0 BROWN WILLIAM A ASST. TREASURER 210754 0 0 0 2924 0 30718 0 21375 0 265771 0 0 0 ESTES DANIEL D ASST. TREASURER 167445 0 0 0 22338 0 22236 0 11001 0 223020 0 0 0 FRANCIS JAMES R ASST. TREASURER 318129 0 0 0 16889 0 28972 0 25376 0 389366 0 0 0 FROISLAND JEFFREY R ASST. TREASURER 264194 0 0 0 3381 0 21953 0 12912 0 302440 0 0 0 GOLDMAN DANIEL S ASST. SECRETARY 187720 0 0 0 11339 0 19405 0 15920 0 234384 0 0 0 HERBERT DAVID P ASST. TREASURER 260654 0 0 0 6353 0 33092 0 28263 0 328362 0 0 0 HOFFMAN III HARRY N TREASURER 0 552207 0 358460 0 160286 0 275877 0 26236 0 1373066 0 358460 HOFFMAN MARY J ASST. SECRETARY 0 290753 0 0 0 15789 0 28855 0 29960 0 365357 0 0 HUBERT SHERRY L ASST. SECRETARY 242054 0 0 0 964 0 22660 0 22185 0 287863 0 0 0 LOHKAMP CHRISTIE A ASST. TREASURER 213230 0 0 0 513 0 17292 0 10711 0 241746 0 0 0 MELVIN KEVIN B ASST. SECRETARY 0 157150 0 0 0 731 0 9108 0 31665 0 198654 0 0 MENKOSKY PAULA E ASST. TREASURER 0 381640 0 0 0 18004 0 22766 0 27698 0 450108 0 0 OTTE KIMBERLY K ASST. SECRETARY 216731 0 0 0 1125 0 18789 0 22054 0 258699 0 0 0 OVIATT JONATHAN J SECRETARY 497678 0 0 0 73216 0 37066 0 27663 0 635623 0 0 0 SAWYER NAN B ASST. TREASURER (1/1 - 5/22) 0 160513 0 0 0 52554 0 34291 0 3986 0 251344 0 0 SCHMIDT BRADLEY D ASST. TREASURER 182529 12158 0 0 20671 77 30720 1850 19332 833 253252 14918 0 0 WEIS SHIRLEY A ASST. TREASURER (1/1 - 11/15) 838706 0 0 0 237692 0 38412 0 19092 0 1133902 0 0 0 CASEY MICHAEL A DIVISION VICE CHAIR 196586 0 0 0 2625 0 19357 0 20852 0 239420 0 0 0 COLLINS CRAIG C DIVISION CHAIR 241040 0 0 0 1645 0 27360 0 29509 0 299554 0 0 0 GROSSET JESSICA A DIVISION VICE CHAIR 276082 0 0 0 9080 0 41 0 23844 0 309047 0 0 0 LA FORGIA JOHN M CHIEF PUBLIC AFFAIRS OFFICER 181223 0 0 0 319216 0 37177 0 11483 0 549099 0 0 0 LANGSTRAAT HARLAN J DIVISION VICE CHAIR 238264 0 0 0 3540 0 35740 0 16568 0 294112 0 0 0 NOSEWORTHY MD JOHN H PRESIDENT/CEO OF MAYO CLINIC 1501252 0 0 0 343462 0 41015 0 14568 0 1900297 0 0 0 RAGSDALE JILL M CHIEF HUMAN RESOURCES OFFICER 460813 0 0 0 28451 0 20204 0 20844 0 530312 0 0 0 ROSS CHRISTOPHER J CHIEF INFORMATION OFFICER 535269 0 0 0 12564 0 30655 0 20844 0 599332 0 0 0 ROTTY BRIAN W ADMINISTRATOR 212598 0 0 0 925 0 21342 0 27317 0 262182 0 0 0 RYAN MICHAEL J DIVISION CHAIR 310659 0 0 0 7039 0 22428 0 21823 0 361949 0 0 0 TRASTEK MD VICTOR F PHYSICIAN - PROFESSIONAL/ETHICS 720744 0 0 0 142434 0 42467 0 20076 0 925721 0 0 0 ABDEL MD MATTHEW P PHYSICIAN - ORTHOPEDIC SURGERY 274722 0 0 0 90271 0 4898 0 8316 0 378207 0 0 0 BRODERSEN MD MARK P PHYSICIAN - ORTHOPEDICS 606765 0 0 0 124260 0 44846 0 28344 0 804215 0 0 0 CALAMIA MD KENNETH T CEO OF MCHS-WAYCROSS 355856 0 0 0 50127 0 45000 0 18409 0 469392 0 0 0 THOMAS GREGORY J ADMINISTRATOR 387572 0 0 0 87577 0 52 0 8740 0 483941 0 0 0 VAN GOMPEL MD JAMIE J PHYSICIAN - NEUROLOGIC SURGERY 213358 216990 0 0 18990 21223 5953 6103 10907 9462 249208 253778 0 0 ANDERSON JAMES G FORMER ASST. TREASURER 0 232023 0 0 0 12663 0 0 0 14568 0 259254 0 0 EDWARDS MD BROOKS S FORMER PRESIDENT 0 399739 0 0 0 54793 0 27849 0 35860 0 518241 0 0 KOCH MARK B FORMER ASST. SECRETARY 0 305711 0 0 0 11052 0 230 0 13630 0 330623 0 0 SCHILMOELLER ALAN R FORMER VICE PRESIDENT 134125 0 0 0 6599 0 0 0 16106 0 156830 0 0 0 CRANMER JOHN P FORMER KEY EMPLOYEE 148970 0 0 0 7728 0 142 0 9570 0 166410 0 0 0 CROFT CHERYL R FORMER KEY EMPLOYEE 27783 202534 0 0 175 1267 3522 25677 2606 16408 34086 245886 0 0 JORGENSEN STEVEN C FORMER KEY EMPLOYEE 299236 0 0 0 18879 0 27451 0 24338 0 369904 0 0 0 MCNAMARA MICHAEL J FORMER KEY EMPLOYEE 59190 240377 0 0 20022 30971 28 98 3536 12417 82776 283863 0 0 MCNEILL STEVEN L FORMER KEY EMPLOYEE 305084 0 0 0 12893 0 22881 0 26896 0 367754 0 0 0 NESSE MD ROBERT E FORMER KEY EMPLOYEE 0 633648 0 0 0 107176 0 54 0 15725 0 756603 0 0 STEVENS JEFFREY J FORMER KEY EMPLOYEE 196802 0 0 0 755 0 19640 0 27549 0 244746 0 0 0 CAGIN DO CHARLES R FORMER HIGHEST PAID 0 597459 0 0 0 109279 0 44608 0 14568 0 765914 0 0 FOGELSON MD JEREMY L FORMER HIGHEST PAID 0 553216 0 0 0 30377 0 14950 0 22455 0 620998 0 0 LETTIERI MD SALVATORE C FORMER HIGHEST PAID 0 473102 0 0 0 49094 0 24870 0 21433 0 568499 0 0 MEYERS MD MICHAEL S FORMER HIGHEST PAID 0 531434 0 0 0 69739 0 19662 0 21628 0 642463 0 0 PAMULAPATI MD KRISHNA M FORMER HIGHEST PAID 0 511834 0 0 0 59311 0 34571 0 20844 0 626560 0 0 SINGH MD MANDEEP FORMER HIGHEST PAID 0 544775 0 0 0 82785 0 24738 0 24435 0 676733 0 0 TAK MD TAHIR FORMER HIGHEST PAID 0 546505 0 0 0 77179 0 42224 0 22073 0 687981 0 0 PART I, LINE 1A IN 2013, SEVERAL OF THE LISTED PERSONS OF THE FILING ORGANIZATION SERVED ON THE BOARD OF TRUSTEES FOR MAYO CLINIC (THE PARENT COMPANY OF THE FILING ORGANIZATION) AND WERE PROVIDED TRAVEL FOR COMPANIONS SO THAT SPOUSES COULD ACCOMPANY THEM TO THE SITE OF THE MAYO CLINIC BOARD OF TRUSTEE MEETING. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION AND IS ORDINARILY GROSSED UP. SEVERAL OF THE LISTED PERSONS RECEIVED AN AWARD OR OTHER TANGIBLE RECOGNITION THAT WAS TREATED AS TAXABLE COMPENSATION. PURSUANT TO INSTITUTIONAL POLICIES, CERTAIN SUCH AWARDS HAVE A TAX GROSS-UP APPLIED IN ORDER NOT TO DIMINISH THE RECOGNITION AND CELEBRATORY NATURE OF THE AWARD. HOUSING ALLOWANCES ARE PROVIDED WHEN JUSTIFIED BY BUSINESS NEED SUCH AS RELOCATION OR WORK ASSIGNMENT. IN 2013, DARRELL L. SANDEEN RECEIVED A HOUSING ALLOWANCE THAT WAS TREATED AS TAXABLE INCOME AND MATTHEW P. ABDEL, MARK P. BRODERSEN, STEVEN C. JORGENSEN, GREGORY J. THOMAS AND JAMIE J. VAN GOMPEL RECEIVED A HOUSING ALLOWANCE THAT WAS TREATED AS TAXABLE INCOME WHICH WAS GROSSED UP. THE PERSONAL SERVICES THAT WERE PROVIDED ARE INCOME TAX PREPARATION SERVICES THAT, IN ACCORDANCE WITH MAYO POLICY, 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, LINES 4A-B 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). ANDERSON, JAMES G. $ 7,000 BOLTON, JEFFREY W. $ 93,725 BRIGHAM, ROBERT F. $ 58,360 BRODERSEN M.D., MARK P. $ 81,135 CAGIN D.O., CHARLES R. $101,554 CALAMIA M.D., KENNETH T. $ 29,560 CRANMER, JOHN P. $ 1,042 EDWARDS M.D., BROOKS S. $ 51,658 FOGELSON M.D., JEREMY L. $ 11,414 FRANCIS, JAMES R. $ 13,836 FROISLAND, JEFFREY R. $ 2,262 GROSSET, JESSICA A. $ 5,675 HERBERT, DAVID P. $ 2,865 HOFFMAN III, HARRY N. $156,241 HOFFMAN, MARY J. $ 7,646 JORGENSEN, STEVEN C. $ 8,667 KOCH, MARK B. $ 8,890 LA FORGIA, JOHN M. $ 11,758 LETTIERI M.D., SALVATORE C. $ 46,741 LITCHY M.D., WILLIAM J. $ 6,575 MCNAMARA, MICHAEL J. $ 19,090 MCNEILL, STEVEN L. $ 11,758 MENKOSKY, PAULA E. $ 16,612 MEYERS M.D., MICHAEL S. $ 67,962 NESSE M.D., ROBERT E. $ 97,541 NOSEWORTHY M.D., JOHN H. $322,753 OVIATT, JONATHAN J. $ 67,698 PAMULAPATI M.D., KRISHNA M. $ 55,280 RAGSDALE, JILL M. $ 26,546 ROSS, CHRISTOPHER J. $ 10,585 RYAN, MICHAEL J. $ 5,795 SAWYER, NAN B. $ 34,715 SCHILMOELLER, ALAN R. $ 3,643 SCHMIDT, BRADLEY D. $ 19,504 SINGH M.D., MANDEEP $ 46,293 TAK M.D., TAHIR $ 70,900 THOMAS, GREGORY J. $ 41,708 TRASTEK M.D., VICTOR F. $133,000 VAN GOMPEL M.D., JAMIE J. $ 3,438 WEIS, SHIRLEY A. $160,289 THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT (TOTAL INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(I)): LA FORGIA, JOHN M. $ 301,617. 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. MCHS-DECORAH CLINIC PHYSICIANS BOARD MEMBER / OFFICER OVERLAP 105813 OVERHEAD ALLOCATION & SUPPORT SERVICES 0 MAYO HOLDING COMPANY BOARD MEMBER / OFFICER OVERLAP 58770 SUPPORT SERVICES 0 MMSI INC BOARD MEMBER / OFFICER OVERLAP 17365165 EMPLOYEE BENEFIT ALLOCATION, SERVICES & COST TRANSFERS 0 VHA UPPER MIDWEST (OWNED BY VHA) BOARD MEMBER / OFFICER OVERLAP 38547429 REVENUE & REBATES $24,562,001 UMCSC SERVICE PAYMENTS $6,998,010 UMCSC OWNERSHIP FEES $1,868,979 MEMBER FEES & PURCHASED SERVICES $5,118,439 0 SMITH JILL A FAMILY MEMBER OF GREGORY WARNER, FORMER OFFICER 234205 EMPLOYMENT COMPENSATION 0 SMITH SARA N FAMILY MEMBER OF KEVIN MELVIN, OFFICER 64604 EMPLOYMENT COMPENSATION 0 WILLIAMS KELLY J FAMILY MEMBER OF MICHAEL A. CASEY, KEY EMPLOYEE 16067 EMPLOYMENT COMPENSATION 0 BRIGHAM ANDREW FAMILY MEMBER OF ROBERT BRIGHAM, OFFICER 54600 EMPLOYMENT COMPENSATION 0 LINDAHL ANNE FAMILY MEMBER OF ROGER LINDAHL, OFFICER 47498 EMPLOYMENT COMPENSATION 0 RESOUNDANT INC BOARD MEMBER / OFFICER OVERLAP 493640 SALES $10,400, ADMINISTRATIVE SUPPORT FEES $226,292, ROYALTY EXPENSE $256,948 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: HOFFMAN III, HARRY N. KOCH, MARK B. LITCHY M.D., WILLIAM J. MELVIN, KEVIN B. NESSE M.D., ROBERT E. SAWYER, NAN B. SCHMIDT, BRADLEY D. WEIS, SHIRLEY A. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: HOFFMAN III, HARRY N. SCHMIDT, BRADLEY D. WEIS, SHIRLEY A. MENKOSKY, PAULA E. BRIGHAM, ROBERT F. HOFFMAN, MARY J. THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: BRIGHAM, ROBERT F. CROFT, CHERYL R. HOFFMAN, MARY J. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: BRIGHAM, ROBERT F. HOFFMAN, MARY J. LINDAHL, ROGER A., LOHKAMP, CHRISTIE A., ROGERS, JAMES A. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO CLINIC GBS MAURITIUS, A RELATED TAXABLE ENTITY. CALAMIA M.D., KENNETH T., CROFT, CHERYL R., HOFFMAN, MARY J. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MCHS PHYSICIANS IN WAYCROSS, INC., A RELATED TAXABLE ENTITY. BOLTON, JEFFREY W., GOLDMAN, DANIEL S., HERBERT, DAVID P., LINDAHL, ROGER A., MATTHIAS, MARK A., OVIATT, JONATHAN J. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO HOLDING COMPANY, A RELATED TAXABLE ENTITY. FROISLAND, JEFFREY R., HOFFMAN III, HARRY N., OVIATT, JONATHAN J. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO INSURANCE COMPANY, LTD., A RELATED TAXABLE ENTITY. BOLTON, JEFFREY W., COLLINS, CRAIG C., HERBERT, DAVID P., LITCHY M.D., WILLIAM J., MATTHIAS, MARK A., NESSE M.D., ROBERT E., ROTTY, BRIAN W., SANDEEN, DARRELL L. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MMSI, INC., A RELATED TAXABLE ENTITY. BOLTON, JEFFREY W., ESTES, DANIEL D., ROGERS, JAMES A. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF RESOUNDANT, INC., A RELATED TAXABLE ENTITY. FROISLAND, JEFFREY R., MENKOSKY, PAULA E. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION, A RELATED TAXABLE ENTITY. FORM 990, PART VI, SECTION A, LINE 3 MAYO CLINIC AND OTHER RELATED COMPANIES PROVIDE MANAGEMENT SERVICES TO THE ENTIRE SYSTEM OF ENTITIES. SINCE THE ENTITIES ARE RELATED ORGANIZATIONS, COMPENSATION FOR THE OFFICERS, DIRECTORS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES HAS BEEN DISCLOSED IN PART VII AND SCHEDULE J AS REQUIRED. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER IS MAYO CLINIC. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS OF MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH ARE DESIGNATED BY THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN TRANSACTIONS REQUIRE APPROVAL BY THE MEMBER BEFORE ACTION CAN BE TAKEN SUCH AS AMENDMENT TO THE ARTICLES AND BYLAWS, MERGER, OR OTHER RESTRUCTURING, AND INCURRENCE OF DEBT. FORM 990, PART VI, SECTION A, LINE 8B THE FILING ORGANIZATION HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD, THEREFORE, THERE IS NO DOCUMENTATION FOR PART VI, SECTION A, LINE 8B. 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 AN OFFICER OF THE FILING ORGANIZATION. 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 PRESIDENT AND VICE PRESIDENT 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 CLINIC HEALTH SYSTEM LOCATIONS, AS WELL AS CERTAIN SENIOR ADMINISTRATIVE AND EXECUTIVE LEADERSHIP (INCLUDING ALL PERSONS BELIEVED TO BE DISQUALIFIED PERSONS AS DEFINED FOR PURPOSES OF IRC SECTION 4958). 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. MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH IS AN AFFILIATE OF MAYO CLINIC. MAYO CLINIC'S CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OR THROUGH THE MINNESOTA ATTORNEY GENERALS'S OFFICE. 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 -- SAINT MARYS HOSPITAL 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 MAYO CLINIC HEALTH SYSTEM IN WAYCROSS INC 1900 TEBEAU STREET WAYCROSS GA 31501 581667166 HOSPITAL GA 501(C)(3) 3 MAYO CLINIC JACKSONVILLE 1 MAYO CLINIC HEALTH SYSTEM--ALBERT LEA 1000 FIRST DRIVE NW AUSTIN MN 55912 411404075 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--AUSTIN 1000 FIRST DRIVE NW AUSTIN MN 55912 410695606 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--AUSTIN FOUNDATION 1000 FIRST DRIVE NW AUSTIN MN 55912 300107471 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--AUSTIN 1 MAYO CLINIC HEALTH SYSTEM--CANNON FALLS 1116 WEST MILL STREET CANNON FALLS MN 55009 204156428 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--CHIPPEWA VALLEY INC 1501 THOMPSON STREET BLOOMER WI 54724 390980343 HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC HEALTH SYSTEM--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 MAYO CLINIC HEALTH SYSTEM--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 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC 1221 WHIPPLE STREET EAU CLAIRE WI 54703 390813418 HOSPITAL WI 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--FAIRMONT 800 MEDICAL CENTER DRIVE PO BOX 800 FAIRMONT MN 56031 410760836 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MAYO CLINIC HEALTH SYSTEM--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 MAYO CLINIC HEALTH SYSTEM--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 MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE INC 700 WEST AVE SOUTH LA CROSSE WI 54601 391411999 HEALTHCARE SYSTEM PARENT WI 501(C)(3) 11-I MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--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 MAYO CLINIC HEALTH SYSTEM--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 MAYO CLINIC HEALTH SYSTEM--LAKE CITY 500 WEST GRANT STREET LAKE CITY MN 55041 411906820 HOSPITAL MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--MANKATO 1025 MARSH STREET MANKATO MN 56002 411236756 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--MANKATO HEALTH CARE FOUNDATION 1025 MARSH STREET MANKATO MN 56002 411663357 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--MANKATO 1 MAYO CLINIC HEALTH SYSTEM--NEW PRAGUE 301 SECOND STREET NE NEW PRAGUE MN 56071 410723639 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MAYO CLINIC HEALTH SYSTEM--NORTHLAND INC 1222 EAST WOODLAND AVENUE BARRON WI 54812 390920634 HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC HEALTH SYSTEM--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 MAYO CLINIC HEALTH SYSTEM--OWATONNA 134 SOUTHVIEW ST OWATONNA MN 55060 411862132 PATIENT CARE - CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--RED CEDAR INC 2321 STOUT ROAD MENOMONIE WI 54751 510190875 HOSPITAL AND CLINIC WI 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--RED WING 701 HEWITT BOULEVARD RED WING MN 55066 411713783 PATIENT CARE SERVICES MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--RED WING HOME HEALTH & HOSPICE 701 HEWITT BOULEVARD RED WING MN 55066 411539756 HOME HEALTHCARE SERVICES MN 501(C)(3) 7 MCHS--RED WING 1 MAYO CLINIC HEALTH SYSTEM--SPRINGFIELD 625 NORTH JACKSON AVENUE SPRINGFIELD MN 56087 411893827 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MAYO CLINIC HEALTH SYSTEM--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 MAYO CLINIC HEALTH SYSTEM--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 MAYO CLINIC HEALTH SYSTEM--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 MAYO CLINIC HEALTH SYSTEM--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 -- SAINT MARYS HOSPITAL 1 RED WING SEMINARY HOME 701 HEWITT BOULEVARD RED WING MN 55066 411263419 RESIDENT CARE AND HOUSING MN 501(C)(3) 9 MCHS--RED WING 1 SATILLA HEALTH MANAGEMENT INC 1900 TEBEAU STREET WAYCROSS GA 31501 581717889 HEALTHCARE SERVICES GA 501(C)(3) 3 MCHS IN WAYCROSS INC 1 THE DOWNTOWN PLAZA 701 HEWITT BOULEVARD RED WING MN 55066 411532554 ELDERLY HOUSING MN 501(C)(3) 9 MCHS--RED WING 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 MFMER UNRELATED -567356 3133145 0 0 0.51280 HEALTH TRADITION HEALTH PLAN 1808 EAST MAIN STREET ONALASKA WI 54650 391545987 MEDICAL SERVICES COMPANY WI N/A C 1 LOBSS NETWORK SUPPORT 2002 INC 200 FIRST STREET SW ROCHESTER MN 55905 481276150 ADMINISTRATIVE SERVICES MN N/A C 1 MAYO CLINIC GBS MAURITIUS 2ND FLOOR EBENE MEWS 57 EBENE CYBERCITY MP HEALTHCARE MANAGEMENT MP MFMER C 1.00000 1 MAYO CLINIC HEALTH SYSTEM--DECORAH CLINIC PHYSICIANS 907 MONTGOMERY STREET DECORAH IA 52101 411711329 PATIENT CARE - 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