MAYO CLINIC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MAYO CLINIC (EIN 41-1236756)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-11
IRS object ID
201443159349300049
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-11T10:23:13-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411236756EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAYO CLINIC HEALTH SYSTEM-MANKATOBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMAYOBusinessNameControlTxt
Phone5075381297PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11025 MARSH STREETAddressLine1
CityMANKATOCity
StateMNState
ZIP Code56002ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES TARASOVITCHPersonNm
Person TitleCFOPersonTitleTxt
Phone5073856449PhoneNum
Signature2014-11-11SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREGORY KUTCHER MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11025 MARSH STREETAddressLine1
CityMANKATOCity
StateMNState
ZIP Code56002ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$320,182,073GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption5983GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MAYOCLINICHEALTHSYSTEM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1968FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionHOSPITAL AND CLINICSActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee2706TotalEmployeeCnt
Total Volunteers256TotalVolunteersCnt
Total Gross UBI$8,549TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$439NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,515,761PYContributionsGrantsAmt
CY Contributions Grants$5,116,318CYContributionsGrantsAmt
PY Program Service Revenue$311,650,784PYProgramServiceRevenueAmt
CY Program Service Revenue$309,942,373CYProgramServiceRevenueAmt
PY Investment Income$563,303PYInvestmentIncomeAmt
CY Investment Income$2,303,263CYInvestmentIncomeAmt
PY Other Revenue$2,067,320PYOtherRevenueAmt
CY Other Revenue$2,081,229CYOtherRevenueAmt
PY Total Revenue$318,797,168PYTotalRevenueAmt
CY Total Revenue$319,443,183CYTotalRevenueAmt
PY Grants And Similar Paid$126,322PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$103,047CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$174,374,882PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$192,176,250CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$429,921CYTotalFundraisingExpenseAmt
PY Other Expenses$127,843,721PYOtherExpensesAmt
CY Other Expenses$110,960,900CYOtherExpensesAmt
PY Total Expenses$302,344,925PYTotalExpensesAmt
CY Total Expenses$303,240,197CYTotalExpensesAmt
PY Revenues Less Expenses$16,452,243PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$16,202,986CYRevenuesLessExpensesAmt
Total Assets BOY$248,126,557TotalAssetsBOYAmt
Total Assets EOY$270,240,431TotalAssetsEOYAmt
Total Liabilities BOY$41,948,311TotalLiabilitiesBOYAmt
Total Liabilities EOY$47,797,776TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$206,178,246NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$222,442,655NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO INSPIRE HOPE AND CONTRIBUTE TO HEALTH AND WELL-BEING BY PROVIDING THE BEST CARE TO EVERY PATIENT THROUGH INTEGRATED CLINICAL PRACTICE, EDUCATION AND RESEARCH.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$257,732,898ExpenseAmt
Revenue$308,519,938RevenueAmt
DescPATIENT CARE (SCHEDULE O):PATIENT CARE:MAYO CLINIC HEALTH SYSTEM IS A FAMILY OF CLINICS, HOSPITALS AND HEALTH CARE FACILITIES SERVING COMMUNITIES IN MINNESOTA, IOWA, WISCONSIN, AND GEORGIA. AS PART OF MAYO CLINIC, THE HEALTH SYSTEM OFFERS CARE DESIGNED FOR THE WHOLE BODY CLOSE TO THE PATIENT'S HOME, WHEN THEY NEED IT. A MULTIDISCIPLINARY TEAM OF EXPERTS HAS READY ACCESS TO KNOWLEDGE, RESOURCES, AND EXPERTISE OF MAYO CLINIC AND COLLABORATES ON PROVIDING EXACTLY THE CARE THE PATIENT NEEDS. MAYO CLINIC HEALTH SYSTEM SITES EMPLOY APPROXIMATELY 1000 PHYSICIANS AND 14,000 ALLIED HEALTH STAFF. IN ADDITION, MAYO CLINIC PHYSICIANS FROM MULTIPLE SPECIALTIES REGULARLY SEE PATIENTS AT HEALTH SYSTEM FACILITIES. BESIDES HAVING HEALTH CARE FACILITIES IN MORE THAN 70 COMMUNITIES, MAYO CLINIC HEALTH SYSTEM INCLUDES 18 OWNED HOSPITALS, SIX OWNED NURSING HOMES, PHYSICIAN SERVICE AGREEMENTS WITH TWO ADDITIONAL HOSPITALS, AND CONTRACT MANAGEMENT AGREEMENTS WITH AN ADDITIONAL HOSPITAL AND NURSING HOME. SINCE ITS INCEPTION IN 1992, MAYO CLINIC HEALTH SYSTEM HAS GROWN INTO ONE OF THE MOST SUCCESSFUL REGIONAL HEALTH CARE SYSTEMS IN THE UNITED STATES. MORE THAN 600,000 UNIQUE PATIENTS ACCOUNT FOR MORE THAN 2.5 MILLION VISITS ANNUALLY IN MAYO CLINIC HEALTH SYSTEM. IT IS ALSO A NATIONAL LEADER IN QUALITY AND SAFETY EFFORTS.MAYO CLINIC HEALTH SYSTEM - MANKATO (MCHS-MANKATO) IS A MEMBER OF THE MAYO CLINIC HEALTH SYSTEM.IN 2013, MCHS-MANKATO ADMITTED MORE THAN 10,500 PATIENTS, SERVED OVER 300,000 OUTPATIENTS AND SERVED OVER 225,000 CLINIC PATIENT VISITS.PHYSICIAN CLINICS: MCHS-MANKATO OPERATES SEVERAL PRIMARY CARE AND MULTI-SPECIALTY CLINICS TO SERVE THE NEEDS OF THE AREA. THESE CLINICS INCLUDE APPROXIMATELY 150 PHYSICIAN AND MID-LEVEL PROVIDERS. THESE CLINICS ARE LOCATED IN MANKATO, NORTH MANKATO, LAKE CRYSTAL, ST. PETER, AND LE SUEUR.MCHS-MANKATO EMPLOYS BOARD CERTIFIED EMERGENCY ROOM PHYSICIANS TO STAFF THE MCHS-MANKATO ER 24 HOURS A DAY, 7 DAYS A WEEK.MCHS-MANKATO CONTRACTS WITH MAYO CLINIC IN ROCHESTER FOR PHYSICIAN SERVICES IN CARDIOLOGY, MEDICAL ONCOLOGY, & RADIATION ONCOLOGY. WITHOUT THESE ARRANGEMENTS, MANKATO AREA PATIENTS WOULD HAVE TO TRAVEL GREATER DISTANCES FROM HOME TO RECEIVE THESE SPECIALTY SERVICES.MCHS-MANKATO PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS. SERVICES ARE PROVIDED TO BOTH MEDICARE AND MEDICAID PATIENTS/RESIDENTS AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. CHARITY CARE IS ALSO PROVIDED FOR PATIENTS THAT ARE FINANCIALLY UNABLE TO PAY FOR SERVICES PROVIDED.THE COST OF CHARITY CARE PROVIDED IN 2013 WAS APPROXIMATELY $1,863,000.THE COST OF UNCOMPENSATED CARE PROVIDED TO LOW INCOME PATIENTS THROUGH MEDICAID WAS APPROXIMATELY $22,190,000. THIS AMOUNT INCLUDES A MEDICAID SURCHARGE OF $1,746,886 AND $3,668,993 PAID TO MINNESOTA CARE (A PROGRAM THAT PROVIDES HEALTH CARE FOR LOW INCOME POPULATIONS).THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICARE WAS APPROXIMATELY $44,249,000.MCHS-MANKATO ALSO PROVIDES DISCOUNTS TO UNINSURED PATIENTS. THE TOTAL DISCOUNTS GIVEN IN 2013 WERE $780,000.HOSPITAL AUXILIARY:THE HOSPITAL AUXILIARY OPERATES UNDER MCHS-MANKATO'S TAX EXEMPT STATUS. THE AUXILIARY'S MAIN SOURCES OF INCOME ARE THE OPERATION OF A GIFT SHOP AND FUNDRAISING.THE AUXILIARY AND ITS VOLUNTEERS HAVE ENHANCED THE HEALING ENVIRONMENT AND SERVICES OFFERED TO PATIENTS, VISITORS & STAFF OF THE HOSPITAL. AUXILIARY MEMBERSHIP TOTALED OVER 300 PEOPLE AND THESE MEMBERS CONTRIBUTE THOUSANDS OF HOURS OF SERVICE EACH YEAR. THE MAJOR SERVICES PROVIDED BY AUXILIARY MEMBER VOLUNTEERS ARE AS FOLLOWS: - THE GIFT SHOP-PATRONIZED BY PATIENTS, VISITORS MAKING PURCHASES FOR PATIENTS, AND EMPLOYEES-CONTRIBUTES IMPORTANTLY TO OUR EXEMPT FUNCTION BY IMPROVING PHYSICAL COMFORT AND MENTAL WELL BEING OF PATIENTS, THEREBY ENCOURAGING THEIR RECOVERY; AND ALSO KEEPING EMPLOYEES AND MEDICAL STAFF ON THE HOSPITAL PREMISES, THEREBY INCREASING THE HOSPITAL'S EFFICIENCY. - VOLUNTEERS HAVE ASSEMBLED LARGE NUMBERS OF MAILINGS FOR HOSPITAL DEPARTMENTS AS WELL AS BABY PACKETS FOR DISTRIBUTION TO NEW MOTHERS.DURING 2013, APPROXIMATELY 250 VOLUNTEERS DONATED APPROXIMATELY 20,200 HOURS OF VOLUNTEER SERVICE. THESE SERVICES WERE VALUED AT APPROXIMATELY $457,200 BASED ON THE INDEPENDENT SECTOR NATIONAL VALUE OF VOLUNTEER TIME.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,318,667ExpenseAmt
Revenue$564,555RevenueAmt
DescEDUCATION (SCHEDULE O):EDUCATION: RURAL FAMILY PRACTICE RESIDENCY PROGRAM - THIS PROGRAM IS BASED ON THE CONCEPT THAT EFFECTIVE TRAINING IN RURAL MEDICINE IS BEST CARRIED OUT IN A RURAL AREA. THE PROGRAM IS BASED IN MANKATO AND BEGAN IN 1994. RESIDENTS PARTICIPATE IN A HEALTH CARE DELIVERY SYSTEM THAT LINKS AMBULATORY & INPATIENT SERVICES IN A RURAL COMMUNITY WITH TERTIARY AND QUATERNARY CARE IN A MAJOR METROPOLITAN AREA. THE RESIDENCY PROVIDES A SUPPORTIVE ENVIRONMENT TO MAXIMIZE DIDACTIC LEARNING AND THE ACQUISITION OF PROCEDURAL AND PATIENT-PHYSICIAN COMMUNICATION SKILLS. CLINICAL REFERENCE LIBRARIES AND LIBRARY SEARCH SERVICES ARE AVAILABLE AT ALL SITES. DURING THEIR FIRST YEAR, RESIDENTS DEVELOP THEIR OWN PATIENT PANELS MUCH AS THEY WOULD IN A TYPICAL PRACTICE. THE FIRST YEAR OF TRAINING CONSISTS OF INTENSIVE EXPERIENCE IN THE BASIC DISCIPLINES OF INTERNAL MEDICINE, OBSTETRICS, PEDIATRICS, EMERGENCY MEDICINE, SURGERY, GYNECOLOGY AND NEUROLOGY. INTEGRATION INTO THE COMMUNITY IS AN IMPORTANT PART OF THE TRAINING. PRACTICE MANAGEMENT AND COMMUNITY MEDICINE ARE EMPHASIZED DURING THIS TIME. RESIDENTS ARE ENCOURAGED TO GET INVOLVED WITH COMMUNITY ORGANIZATIONS, CONDUCT EDUCATIONAL EVENTS IN SCHOOLS, AND OTHERWISE BE INVOLVED IN CIVIC ORGANIZATIONS.ROTATIONS IN ORTHOPEDICS, SURGERY, OBSTETRICS, INTERNAL MEDICINE, GYNECOLOGY, AND AMBULATORY PEDIATRICS OCCUR AT MCHS-MANKATO. IN THE THIRD YEAR, ROTATIONS IN OPHTHALMOLOGY, OTOLARYNGOLOGY, DERMATOLOGY, UROLOGY, AND SUBSPECIALTY MEDICINE ARE ALSO CARRIED OUT AT MCHS-MANKATO. BEHAVIORAL MEDICINE IS TAUGHT IN A LONGITUDINAL FASHION OVER ALL THREE YEARS WITH A ONE-MONTH CONCENTRATED EXPERIENCE IN THE SECOND OR THIRD YEAR.ALMOST TWO THIRDS OF THE PHYSICIANS THAT HAVE GRADUATED FROM THE PROGRAM HAVE BEGUN THEIR PRACTICE IN RURAL SETTINGS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$431,037ExpenseAmt
Grant$103,047GrantAmt
Revenue$15,057RevenueAmt
DescCOMMUNITY SUPPORT (SCHEDULE O)COMMUNITY SUPPORT:DIABETES WELLNESS PROGRAM - THE DIABETES & WELLNESS PROGRAM IS A COMMUNITY PROGRAM SPONSORED BY MCHS-MANKATO WHICH IS DESIGNED TO HELP PEOPLE WITH DIABETES BETTER MANAGE THEIR HEALTH. A TEAM OF HEALTH EXPERTS PROVIDES INDIVIDUALIZED CARE TO ANYONE WITH DIABETES INTERESTED IN IMPROVING THEIR HEALTH. MEETINGS CONSIST OF A THREE-HOUR SESSION EVERY SIX MONTHS INCLUDING INDIVIDUAL SESSIONS WITH VARIOUS MEMBERS OF THE DIABETES WELLNESS TEAM AND A ONE-HOUR GROUP SESSION WITH OTHER CLIENTS AND THEIR SPOUSES/SUPPORT PERSONS. THE DIABETES WELLNESS TEAM INCLUDES A DIABETES NURSE EDUCATOR, DIETITIAN, BEHAVIORAL COUNSELOR, SKIN/WOUND CARE SPECIALIST, EXERCISE SPECIALIST, SOCIAL WORKER, DIABETES CASE MANAGER, PHARMACIST, AND OTHERS AS NEEDED. ANYONE 18 YEARS OR OLDER WITH DIABETES IS ENCOURAGED TO PARTICIPATE, ALONG WITH THE SPOUSE OR OTHER SUPPORT PERSON. THIS PROGRAM IS OFFERED AT NO COST TO THE PARTICIPANTS.STOP! NICOTINE DEPENDENCE PROGRAM - THIS PROGRAM FOCUSES ON COUNSELING, PHARMACOLOGIC THERAPY, & RELAPSE PREVENTION. PARTICIPANTS ARE ENCOURAGED TO BRING A SMOKE-FREE SUPPORT PERSON TO GROUPS. THE STAFF OF STOP! ARE TRAINED IN THE TREATMENT OF NICOTINE DEPENDENCE AND WORK IN COLLABORATION WITH THE PATIENT'S PRIMARY CARE PHYSICIAN.SEXUAL ASSAULT RESOURCE TEAM - SURVIVORS OF SEXUAL VIOLENCE OFTEN EXPERIENCE FEAR, SHOCK, NUMBNESS, DISBELIEF, SHAME, ANGER, AND FEELINGS OF A LOSS OF CONTROL OVER THEIR LIVES. THEY HAVE EXPERIENCED A MAJOR CRISIS IN THEIR LIFE. IT MAY BE DIFFICULT TO TRUST PEOPLE, AND TO CONTINUE ON WITH A NORMAL ROUTINE MAY REQUIRE TREMENDOUS EFFORT. CRISES OF ANY KIND ARE EASIER TO COPE WITH WHEN THERE ARE SUPPORTIVE PEOPLE CLOSE BY, PEOPLE WHO ACCEPT AND UNDERSTAND YOUR FEELINGS, PEOPLE WHO CAN HELP YOU OBTAIN NEEDED INFORMATION, AND PEOPLE WHO CARE.THE PRIORITY FOR THE SEXUAL ASSAULT RESOURCE TEAM IS TO ATTEND TO THE PATIENT'S MEDICAL NEEDS IN A SAFE, NON-JUDGMENTAL SETTING. CARING AND SUPPORTIVE RESOURCE TEAM ADVOCATES ARE AVAILABLE TO LISTEN TO CONCERNS, ANSWER QUESTIONS AND PRESENT VARIOUS OPTIONS. WHILE IN THE EMERGENCY DEPARTMENT, CARE WILL BE PROVIDED BY A NURSE WHO HAS SPECIAL TRAINING IN HELPING VICTIMS OF SEXUAL ASSAULT. THE TEAM NURSE WILL EXPLAIN WHAT WILL HAPPEN WHILE IN THE EMERGENCY DEPARTMENT AND WILL ANSWER ANY QUESTIONS. SHE WILL ALSO OFFER EMOTIONAL SUPPORT & GUIDANCE, ALONG WITH PERFORMING THE SPECIAL EXAMS NEEDED.PREADMISSION EDUCATION PROGRAM - PREADMISSION EDUCATION IS PERSONAL TIME WITH A REGISTERED NURSE TO DISCUSS THE HOSPITAL STAY, PAIN MANAGEMENT, AND NURSING CARE. IT IS DESIGNED TO HELP THE PATIENT AND FAMILY PREPARE FOR THE HOSPITAL EXPERIENCE, TO HELP THEM UNDERSTAND WHAT TO EXPECT DURING THE STAY, AND TO HELP THEM PLAN FOR THE EVENTUAL RETURN HOME. A REGISTERED NURSE WILL PROVIDE ONE-ON-ONE INSTRUCTION FOR THE PATIENT AND FAMILY PRIOR TO ADMISSION TO THE HOSPITAL WHERE INFORMATION IS RECEIVED ON PREPARING FOR SURGERY AND THE HOSPITAL STAY. EACH PREADMISSION SESSION IS STRUCTURED SPECIFICALLY FOR THE INDIVIDUAL AND SUBJECTS ROUTINELY COVERED INCLUDE PRE-SURGERY INSTRUCTIONS, PAIN CONTROL, COUGHING, AND DEEP BREATHING TECHNIQUES. THIS PROGRAM IS OFFERED FREE OF CHARGE.SUPPORT GROUPS - A NUMBER OF GROUPS ARE SUPPORTED AND COORDINATED BY MCHS-MANKATO TO ASSIST PATIENTS AND THEIR FRIENDS AND FAMILY IN DEALING WITH A VARIETY OF MEDICAL ISSUES INCLUDING: ALZHEIMER'S, AIDS, ARTHRITIS/FIBROMYALGIA, BEREAVEMENT, BREAST CANCER, BRAIN INJURY, CANCER, CROHN'S DISEASE, DIABETES, MENTAL ILLNESSES, MULTIPLE SCLEROSIS, OSTOMY, STROKE, AND SUICIDE.BICYCLE SAFETY RALLY - MCHS-MANKATO ANNUALLY SPONSORS A BIKE SAFETY RALLY. THE EVENT FEATURED BIKE HELMETS FOR SALE AT UP TO 85 PERCENT OFF RETAIL PRICE, A BIKE SAFETY CHECK, A BIKE SAFETY RODEO, CHILDREN'S ACTIVITIES, PRIZE GIVEAWAYS AND LIVE RADIO BROADCASTS. OVER 1,000 HELMETS ARE SOLD AT THE EVENT. MCHS-MANKATO STAFF AND VOLUNTEERS PROVIDE OVER 500 HOURS OF TIME TO THIS EVENT. THE RALLY IS ALSO SPONSORED IN PART BY AREA BUSINESSES.DONATIONS - ANNUALLY, MCHS-MANKATO CONTRIBUTES IN-KIND RESOURCES AND FINANCIALLY TO NUMEROUS LOCAL AGENCIES AND INITIATIVES. DURING 2013, MCHS-MANKATO PROVIDED OVER $100,000 IN DONATIONS.MINNESOTA BREAST AND CERVICAL CANCER CONTROL - MCHS-MANKATO PARTICIPATES AS THE MANKATO FUNDING COORDINATOR FOR THE MINNESOTA BREAST AND CERVICAL CANCER CONTROL PROGRAM, WHICH IS SPONSORED BY THE STATE OF MINNESOTA. THE PROGRAM IS A PARTNERSHIP BETWEEN THE PUBLIC HEALTH AND PRIVATE HEALTH CARE SECTORS. THE GOAL IS TO PROVIDE QUALITY BREAST AND CERVICAL CANCER SCREENING, FREE OF CHARGE, TO LOW AND MODERATE INCOME MINNESOTA WOMEN, AGE 40 AND OVER, WHO ARE UNINSURED OR UNDERINSURED. THIS PROJECT INVOLVES PROVIDING SCREENING AND DIAGNOSTIC MAMMOGRAMS, CLINIC VISITS, COLPOSCOPY, PAP SMEARS AND FINE NEEDLE ASPIRATION OF A BREAST LUMP AT NO COST FOR QUALIFIED INDIVIDUALS. QUALIFICATIONS ARE BASED ON INCOME ELIGIBILITY DETERMINED BY FEDERAL POVERTY GUIDELINES.SUPPORTIVE PRAYER AND LISTENING: THIS IS OFFERED THROUGH PASTORAL CARE AS PART OF THE SPIRIT-CENTERED CARE INITIATIVE. STEPHEN MINISTRY: A STEPHEN MINISTER IS SOMEONE WHO HAS 50 HOURS OF TRAINING IN CONFIDENTIAL LISTENING. STEPHEN MINISTERS ARE AVAILABLE TO LISTEN TO A PATIENT'S STORY AFTER RETURNING HOME. WE REALIZE THAT THE PATIENT MAY BE IN THE MIDST OF A LIFE SITUATION THAT HAS BECOME OVERWHELMING AND HAS CONTRIBUTED TO THEIR HOSPITALIZATION. WE CARE ABOUT PATIENTS' SPIRITUAL AND PHYSICAL WELL-BEING AFTER THEY LEAVE THE HOSPITAL. A CHAPLAIN CAN DISCUSS THE POSSIBILITY OF CONNECTING WITH A STEPHEN MINISTER WHO WOULD TOUCH BASE REGULARLY.THE VARIOUS ASPECTS OF THE PARISH NURSING PROGRAM WERE FUNDED BY THE ORGANIZATION AND BY PARTICIPATION BY STAFF AND VOLUNTEERS TO CARRY OUT THE VARIOUS EFFORTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$161,075ExpenseAmt
Revenue$2,263,623RevenueAmt
DescRESEARCH: CLINICAL RESEARCH IN MEDICAL ONCOLOGY IS PROVIDED FOR PHASE III AND IV STUDIES, EMPLOYED RESEARCH ASSOCIATES AND A PHYSICIAN PRINCIPAL INVESTIGATOR COORDINATING THE PROGRAM. CLINICAL RESEARCH ACCRUAL OCCURS THOUGH THE NORTH CENTRAL CANCER TREATMENT GROUP (NCCTG), CLINICAL TRIALS SUPPORT UNIT (CTSU), MAYO CLINIC CANCER RESEARCH CONSORTIUM (MCCRC), AND RADIATION THERAPY ONCOLOGY GROUP (RTOG) RESEARCH GROUPS. CLINICAL RESEARCH PROTOCOLS AND TRIALS ARE AVAILABLE IN MANY SPECIALTY AREAS WITH NEW STUDIES OPENING ON A REGULAR BASIS. CLINICAL RESEARCH ASSOCIATES WORK WITH THE PHYSICIAN INVESTIGATORS TO COORDINATE THE STUDIES.SHARED SERVICES: MCHS-MANKATO LEASES SPACE AND PROVIDES SUPPORT SERVICES TO AFFILIATED ORGANIZATIONS TO HELP FURTHER THEIR EXEMPT PURPOSE.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$161,075TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$2,263,623TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$261,643,677TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document306IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2706EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORPORATE TAX UNITBusinessNameLine1
FieldValueIRS element (for citing)
Phone5075381297PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 FIRST STREET SWAddressLine1
CityROCHESTERCity
StateMNState
ZIP Code55905ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALLEN SHERI
DIRECTOR1.000.00Yes (X)$0$0$0
BROLSMA GREG
DIRECTOR1.000.00Yes (X)$0$0$0
CRAGUN MD KEVIN T
DIRECTOR1.0040.00Yes (X)$0$571,093$47,849
GAALSWYK MARK
DIRECTOR1.000.00Yes (X)$0$0$0
GRACE RICHARD W
DIRECTOR/SECY/CAO40.000.00Yes (X)$313,519$568$30,442Yes (X)
HEBL MD JAMES R
DIRECTOR1.0040.00Yes (X)$0$450,860$37,699
HERRMANN MD MARTIN J
DIRECTOR1.0040.00Yes (X)$0$251,223$48,155
JOHNSON TOM
DIRECTOR1.000.00Yes (X)$0$0$0
KUTCHER MD GREGORY R
DIRECTOR/PRESIDENT/CEO40.000.00Yes (X)$455,895$0$35,280Yes (X)
MILLER DENNIS
DIRECTOR/VICE CHAIR (JAN-OCT)1.000.00Yes (X)$0$0$0Yes (X)
MORRIS MD MARIE E
DIRECTOR1.0040.00Yes (X)$0$367,429$49,741
NESSE MD ROBERT E
DIRECTOR1.0040.00Yes (X)$0$740,824$15,779
PIESCHEL SHARON
DIRECTOR1.000.00Yes (X)$0$0$0
SCHOENBAUER BRAD
DIRECTOR1.000.00Yes (X)$0$0$0
SPINNER MD ROBERT J
DIRECTOR1.0040.00Yes (X)$0$785,492$49,472
YEAR PAMELA
DIRECTOR1.000.00Yes (X)$0$0$0
FRATZKE MARK S
COO, CHIEF NURSING OFFICER40.000.00$256,176$0$37,322Yes (X)
GAGER BRIAN G
SITE CAO40.000.00$196,960$0$36,558Yes (X)
KOCH MARK B
ASSISTANT SECRETARY1.0040.00$0$316,763$13,860Yes (X)
TARASOVITCH JAMES J
CFO40.000.00$266,706$0$27,577Yes (X)
CAMPBELL MD STEPHEN S
CHIEF MEDICAL OFFICER40.000.00$323,389$0$42,714Yes (X)
DEACONSON MD TIMOTHY F
CHIEF OP MED OFFICER/PHYSICIAN40.000.00$716,596$0$33,542Yes (X)
KOWAL DO GERALD K
PHYSICIAN40.000.00$316,556$0$41,714Yes (X)
PEARSON MD SUSAN E
PHYSICIAN40.000.00$573,768$0$26,746Yes (X)
CANNELLA MD DOMINIC M
PHYSICIAN40.000.00$697,673$0$32,631Yes (X)
CHYATTE MD DOUGLAS
PHYSICIAN40.000.00$698,811$0$25,130Yes (X)
LI MD SHILUN D
PHYSICIAN40.000.00$605,298$0$37,101Yes (X)
SHARMA MANISH S
PHYSICIAN40.000.00$609,889$0$35,986Yes (X)
STANCHFIELD JR MD WARREN R
PHYSICIAN40.000.00$636,518$0$16,849Yes (X)
BOROWSKI THOMAS J
FORMER KEY EMPLOYEE40.000.00$235,404$0$36,774Yes (X)
REEVES MD ANDREW L
FORMER KEY EMPLOYEE40.000.00$372,501$0$42,778Yes (X)
WHITED MD BRIAN L
FORMER KEY EMPLOYEE40.000.00$367,740$0$39,493Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,643,399TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,484,252TotReportableCompRltdOrgAmt
Total Other Compensation$841,192TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K227IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905ADMIN & MEDICAL SERVICES$9,742,193
ROBERT W CARLSTROM CO INC
1901 EXCEL DRIVEMANKATOMN56001CONSTRUCTION SERVICES$2,137,108
UNIVERSITY OF MN REGENTS
516 DELAWARE ST SEMINNEAPOLISMN55455PHYSICIANS & RESIDENTS$1,992,687
MAYO CLINIC HEALTH SYSTEM - FAIRMONT
800 MEDICAL CENTER DRIVEFAIRMONTMN56031MEDICAL SERVICES$1,758,467
PRECYSE SOLUTIONS LLC
1275 DRUMMERS LANE SUITE 200WAYNEPA19087TRANSCRIPTION SERVICES$1,305,319
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K34CntrctRcvdGreaterThan100KCnt
Membership Dues$1,550MembershipDuesAmt
Related Organizations$548,750RelatedOrganizationsAmt
Government Grants$4,007,429GovernmentGrantsAmt
All Other Contributions$558,589AllOtherContributionsAmt
Total Contributions$5,116,318TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT CARE620000$307,114,195$307,114,195
SHARED SERVICES561000$2,008,666$2,008,666
EDUCATION611600$564,555$564,555
RENT FROM AFFILIATES531120$238,054$238,054
RESEARCH541700$16,903$16,903
FieldValueIRS element (for citing)
Total Program Service Revenue$309,942,373TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,133,557TotalRevenueColumnAmt
Exclusion$2,133,557ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$938,299RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$409,328RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$528,971RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$528,971TotalRevenueColumnAmt
Exclusion$528,971ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$373,925OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$204,219OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$169,706OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$169,706TotalRevenueColumnAmt
Exclusion$169,706ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$15,615FundraisingGrossIncomeAmt
Fundraising Direct Expenses$12,869FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,746TotalRevenueColumnAmt
Exclusion$2,746ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$137,049GrossSalesOfInventoryAmt
Cost Of Goods Sold$112,474CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,575TotalRevenueColumnAmt
Exclusion$24,575ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
CAFETERIA/VENDING722210$1,168,025$1,149,492$18,533
MED REC/TRANSCRIPTION541900$249,881$249,881
MISC. REVENUE900099$68,587$20,862$47,725

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,444TotalRevenueColumnAmt
Related Or Exempt Func Income$565RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$8,549UnrelatedBusinessRevenueAmt
Exclusion$29,330ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,524,937OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$319,443,183TotalRevenueColumnAmt
Related Or Exempt Func Income$311,363,173RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$8,549UnrelatedBusinessRevenueAmt
Exclusion$2,955,143ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$100,047TotalAmt
Program Services$100,047ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Program Services$3,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,731,460TotalAmt
Program Services$2,075,025ProgramServicesAmt
Management And General$1,656,435ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,360,117TotalAmt
Program Services$975,988ProgramServicesAmt
Management And General$384,129ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$152,173,548TotalAmt
Program Services$137,062,016ProgramServicesAmt
Management And General$14,855,106ManagementAndGeneralAmt
Fundraising$256,426FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,767,274TotalAmt
Program Services$5,196,438ProgramServicesAmt
Management And General$560,922ManagementAndGeneralAmt
Fundraising$9,914FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$19,321,494TotalAmt
Program Services$17,351,201ProgramServicesAmt
Management And General$1,938,215ManagementAndGeneralAmt
Fundraising$32,078FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,822,357TotalAmt
Program Services$8,757,055ProgramServicesAmt
Management And General$1,049,243ManagementAndGeneralAmt
Fundraising$16,059FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$253,089TotalAmt
Program Services$253,089ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$232,643TotalAmt
Management And General$218,389ManagementAndGeneralAmt
Fundraising$14,254FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$7,659TotalAmt
Program Services$7,659ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$44,975,431TotalAmt
Program Services$21,368,453ProgramServicesAmt
Management And General$23,578,573ManagementAndGeneralAmt
Fundraising$28,405FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$473,594TotalAmt
Program Services$27,122ProgramServicesAmt
Management And General$446,109ManagementAndGeneralAmt
Fundraising$363FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,769,312TotalAmt
Program Services$9,589,616ProgramServicesAmt
Management And General$3,130,851ManagementAndGeneralAmt
Fundraising$48,845FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,465,831TotalAmt
Program Services$5,322,027ProgramServicesAmt
Management And General$138,360ManagementAndGeneralAmt
Fundraising$5,444FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,069,192TotalAmt
Program Services$688,348ProgramServicesAmt
Management And General$364,201ManagementAndGeneralAmt
Fundraising$16,643FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,054,663TotalAmt
Program Services$1,045,679ProgramServicesAmt
Management And General$8,984ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$146,674TotalAmt
Program Services$146,674ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,483,271TotalAmt
Program Services$10,957,228ProgramServicesAmt
Management And General$525,003ManagementAndGeneralAmt
Fundraising$1,040FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,216,424TotalAmt
Program Services$650,263ProgramServicesAmt
Management And General$566,161ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
FEDERAL INCOME TAXES$3,928$3,928
MEDICAL SUPPLIES$32,891,135$32,891,135
BAD DEBT EXPENSE$10,956,025$10,956,025
MN CARE TAX$3,668,993$3,668,993

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$15,706,964TotalAmt
Program Services-$7,449,404ProgramServicesAmt
Management And General-$8,258,010ManagementAndGeneralAmt
Fundraising$450FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$303,240,197TotalAmt
Program Services$261,643,677ProgramServicesAmt
Management And General$41,166,599ManagementAndGeneralAmt
Fundraising$429,921FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,451BOYAmt
EOY$5,921EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$88,041BOYAmt
EOY$74,822EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$291,234EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$40,420,647BOYAmt
EOY$40,411,430EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$23,333EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$3,841,081BOYAmt
EOY$4,899,083EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,270,974BOYAmt
EOY$2,174,349EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$205,746,414LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$108,143,367LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$103,490,033BOYAmt
EOY$97,603,047EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$88,667,321BOYAmt
EOY$109,492,206EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,343,009BOYAmt
EOY$15,265,006EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$248,126,557BOYAmt
EOY$270,240,431EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$33,192,950BOYAmt
EOY$37,219,996EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$534,599BOYAmt
EOY$487,030EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,388,288BOYAmt
EOY$2,290,216EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,832,474BOYAmt
EOY$7,800,534EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$41,948,311BOYAmt
EOY$47,797,776EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$206,178,246BOYAmt
EOY$222,442,655EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$206,178,246BOYAmt
EOY$222,442,655EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$248,126,557BOYAmt
EOY$270,240,431EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$16,202,986ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$61,423NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$7,659OtherActivitiesAmt
Total Lobbying Expenditures$7,659TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE AMOUNT IN "OTHER ACTIVITIES" REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING. MAYO CLINIC HEALTH SYSTEM - MANKATO (MCHS-MANKATO) 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. IN 2013, MCHS-MANKATO 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.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,738,626OtherCostOrOtherBasisAmt
Book Value$7,738,626BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$83,765,973OtherCostOrOtherBasisAmt
Depreciation$40,106,234DepreciationAmt
Book Value$43,659,739BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$112,232,027OtherCostOrOtherBasisAmt
Depreciation$68,037,133DepreciationAmt
Book Value$44,194,894BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,009,788OtherCostOrOtherBasisAmt
Book Value$2,009,788BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$97,603,047TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MAYO POOLED INVESTMENTS$109,210,329F
ASSETS HELD BY TRUSTEES$281,877F
FieldValueIRS element (for citing)
Total Book Value Securities$109,492,206TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
LIFE INSURANCE RECEIVABLE$580,650
DUE FROM AFFILIATES$6,402,679
DEFERRED COMPENSATION RESERVE$7,800,534
STREET PROJECT ASSESSMENTS$481,143
FieldValueIRS element (for citing)
Total Book Value Other Assets$15,265,006TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED COMPENSATION RESERVEDesc
Amt$7,800,534Amt
FieldValueIRS element (for citing)
Total Liability$7,800,534TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1WOMEN'S SHOW - LADIES FIRSTNameOfEvent1Amt
Gross Receipts Event1$14,327GrossReceiptsEvent1Amt
Gross Revenue Event1$14,327GrossRevenueEvent1Amt
Rent Facility Costs Event1$9,114RentFacilityCostsEvent1Amt
Entertainment Event1$1,119EntertainmentEvent1Amt
Other Direct Expenses Event1$2,543OtherDirectExpensesEvent1Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$1,288GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$1,288GrossRevenueOtherEventsAmt
Food And Beverage Other Events$93FoodAndBeverageOtherEventsAmt
Gross Receipts Total$15,615GrossReceiptsTotalAmt
Gross Revenue Total Events$15,615GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$9,114RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$93FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,119EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$2,543OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$12,869DirectExpenseSummaryEventsAmt
Net Income Summary$2,746NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent100Yes (X)Percent100Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (1)ExpensesExceedBudgetInd
Unable To Provide Care0UnableToProvideCareInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,862,952TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,862,952NetCommunityBenefitExpnsAmt
Total Expense0.00640TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$42,068,382TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$19,878,267DirectOffsettingRevenueAmt
Net Community Benefit Expns$22,190,115NetCommunityBenefitExpnsAmt
Total Expense0.07590TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$43,931,334TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$19,878,267DirectOffsettingRevenueAmt
Net Community Benefit Expns$24,053,067NetCommunityBenefitExpnsAmt
Total Expense0.08230TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$314,990TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$15,057DirectOffsettingRevenueAmt
Net Community Benefit Expns$299,933NetCommunityBenefitExpnsAmt
Total Expense0.00100TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,318,667TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$564,555DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,754,112NetCommunityBenefitExpnsAmt
Total Expense0.00940TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$8,090,696TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$4,247,973DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,842,723NetCommunityBenefitExpnsAmt
Total Expense0.01310TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$161,075TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$16,903DirectOffsettingRevenueAmt
Net Community Benefit Expns$144,172NetCommunityBenefitExpnsAmt
Total Expense0.00050TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$29,500TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$29,500NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$11,914,928TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$4,844,488DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,070,440NetCommunityBenefitExpnsAmt
Total Expense0.02410TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$55,846,262TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$24,722,755DirectOffsettingRevenueAmt
Net Community Benefit Expns$31,123,507NetCommunityBenefitExpnsAmt
Total Expense0.10640TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$48,547TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$48,547NetCommunityBenefitExpnsAmt
Total Expense0.00020TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$35,000TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$35,000NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$83,547TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$83,547NetCommunityBenefitExpnsAmt
Total Expense0.00030TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense Reported0BadDebtExpenseReportedInd
Bad Debt Expense$10,956,025BadDebtExpenseAmt
Reimbursed By Medicare$62,851,799ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$70,929,745CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$8,077,946MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAYO CLINIC HEALTH SYSTEM - MANKATOBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11025 MARSH STAddressLine1
CityMANKATOCity
StateMNState
ZIP Code56002ZIPCode
FieldValueIRS element (for citing)
Website AddressMAYOCLINICHEALTHSYSTEM.ORGWebsiteAddressTxt
State License00033StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Teaching HospitalYes (X)TeachingHospitalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1MAYO CLINIC HEALTH SYSTEM - MANKATOBusinessNameLine1
FieldValueIRS element (for citing)
Facility1FacilityNum
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Information GapsYes (X)InformationGapsInd
CHNA Conducted13CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts0CHNAConductedWithOtherFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLMAYOCLINICHEALTHSYSTEM.ORG/ABOUT-US/COMMUOwnWebsiteURLTxt
Rpt Available Upon RequestYes (X)RptAvailableUponRequestInd
Adopt Implementation StrategyYes (X)AdoptImplementationStrategyInd
Prioritize Health NeedsYes (X)PrioritizeHealthNeedsInd
All Needs AddressedYes (1)AllNeedsAddressedInd
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Used Deter Elig Free CareYes (1)FPGUsedDeterEligFreeCareInd
FPG Family Incm Lmt Free Care100.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Used Determ Elig Dscnt CareYes (1)FPGUsedDetermEligDscntCareInd
FPG Family Incm Lmt Dscnt Care400.000000000000FPGFamilyIncmLmtDscntCarePct
Explained BasisYes (1)ExplainedBasisInd
Income LevelYes (X)IncomeLevelInd
Asset LevelYes (X)AssetLevelInd
Medical IndigencyYes (X)MedicalIndigencyInd
Insurance StatusYes (X)InsuranceStatusInd
Uninsured DiscountYes (X)UninsuredDiscountInd
Medicaid MedicareYes (X)MedicaidMedicareInd
ResidencyYes (X)ResidencyInd
Other FactorsYes (X)OtherFactorsInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
Posted On WebsiteYes (X)PostedOnWebsiteInd
Posted In Emergency RoomYes (X)PostedInEmergencyRoomInd
Posted In Admission OfficeYes (X)PostedInAdmissionOfficeInd
Available On RequestYes (X)AvailableOnRequestInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Collection Activities0CollectionActivitiesInd
FAP Notified Upon AdmissionYes (X)FAPNotifiedUponAdmissionInd
FAP Notified Before DischargeYes (X)FAPNotifiedBeforeDischargeInd
FAP Notified All PatientsYes (X)FAPNotifiedAllPatientsInd
Documented Elig DeterminationYes (X)DocumentedEligDeterminationInd
Other Actions TakenYes (X)OtherActionsTakenInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Other Method UsedYes (X)OtherMethodUsedInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
MAYO CLINIC HEALTH SYSTEM - MANKATOPART V, SECTION B, LINE 3: MAYO CLINIC HEALTH SYSTEM IN MANKATO RECEIVED INPUT FROM LOCAL COMMUNITY AND ORGANIZATION LEADERS AND PUBLIC HEALTH OFFICIALS INCLUDING THE BLUE EARTH COUNTY COMMUNITY HEALTH SUPERVISOR.
MAYO CLINIC HEALTH SYSTEM - MANKATOPART 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. REGIONAL PROXIMITY IS NOT A FACTOR FOR EMERGENCY CARE PROVIDED.
MAYO CLINIC HEALTH SYSTEM - MANKATOPART 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 HEALTH SYSTEM - MANKATOPART 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 HEALTH SYSTEM - MANKATOPART V, SECTION B, LINE 20D: OUR POLICY ALLOWS FOR A MINIMUM DISCOUNT OF 10% TO ELIGIBLE INDIVIDUALS WHICH RESULTS IN AN AMOUNT LESS THAN THE AVERAGE OF THE THREE BEST NEGOTIATED COMMERCIAL RATES OR THE BEST NEGOTIATED COMMERCIAL RATE.
FieldValueIRS element (for citing)
Facility8FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (8 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeFacilityFacilityTxt
MCHS-MANKATO-EASTRIDGE
101 MARTIN LUTHER KING JR DRIVEMANKATOMN56001CLINIC
MCHS-MANKATO-NORTHRIDGE
1695 LOR RAY DRIVENORTH MANKATOMN56003CLINIC
MCHS-MANKATO-ST PETER
1900 NORTH SUNRISE DRIVEST PETERMN56082CLINIC
MAYO CLINIC HEALTH SYSTEM-MANKATO
1400 MADISON AVENUEMANKATOMN56001DME AND PT
MCHS-MANKATO-LE SUEUR
625 SOUTH 4TH STREETLE SUEURMN56058CLINIC
MCHS-MANKATO-NEW ULM
1324 5TH NORTHNEW ULMMN56073DIALYSIS
MCHS-MANKATO-LAKE CRYSTAL
200 EAST PRINCE STREETLAKE CRYSTALMN56055CLINIC
MCHS-MANKATO
1400 MADISON AVENUEMANKATOMN56001HOSPICE

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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: $939,099.
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 $ 10,956,025.
PART II, COMMUNITY BUILDING ACTIVITIES:THE MISSION OF MAYO CLINIC AND ITS AFFILIATES IS TO PUT THE NEEDS OF THE PATIENT FIRST. WE BELIEVE THAT MISSION IS BEST ACCOMPLISHED WITHIN HEALTHY, WELCOMING AND THRIVING COMMUNITIES. TO DELIVER ON THAT BELIEF, MCHS-MANKATO COLLABORATES WITH PUBLIC, PRIVATE AND NONPROFIT ORGANIZATIONS TO SUSTAIN AND ENHANCE THE COMMUNITIES IT SERVES.
PART III, LINE 2:PART III, SECTION A, LINE 1: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:THE METHODOLOGY DESCRIBED IN THE INSTRUCTIONS TO SCHEDULE H, PART III, SECTION B, LINE 6 DOES NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE HOSPITAL AND DOES NOT REPRESENT THE TOTAL COMMUNITY BENEFIT CONFERRED IN THIS AREA. THE MEDICARE SHORTFALL REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT (USING A MEDICARE COST REPORT STEP-DOWN METHODOLOGY). HOWEVER, USING A FINANCIAL STATEMENT COST-TO-CHARGE RATIO METHODOLOGY ACTUALLY RESULTS IN A MEDICARE SHORTFALL OF APPROXIMATELY $44,249,000 AS REPORTED IN THE CORE FORM, PART III, PROGRAM SERVICE ACCOMPLISHMENTS.THE MOST COMMON REASONS FOR A DIFFERENCE BETWEEN THE MEDICARE SHORTFALL REPORTED ON SCHEDULE H AND THE MEDICARE SHORTFALL REPORTED ON THE CORE FORM, PART III INCLUDE: (1) INCLUSION OF MEDICARE ADVANTAGE REVENUE AND EXPENSES; (2) INCLUSION OF PART B REVENUE AND EXPENSES; (3) INCLUSION OF OTHER FEE SCHEDULE REVENUE; AND (4) SOME TIMING ISSUES.REASONS WHY MEDICARE SHORTFALL REPORTED ON LINE 7, IF ANY, SHOULD BE TREATED AS COMMUNITY BENEFIT ARE: (1) ABSENT THE MEDICARE PROGRAM, IT IS LIKELY MANY OF THE INDIVIDUALS WOULD QUALIFY FOR FINANCIAL ASSISTANCE 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 FINANCIAL ASSISTANCE 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 REASONABLE ATTEMPTS 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 HEALTH SYSTEM - MANKATO (MCHS-MANKATO) ADMINISTRATION AND ITS BOARD OF DIRECTORS ALONG WITH COMMUNITY STAKEHOLDERS, WORK CLOSELY WITH LOCAL EDUCATIONAL INSTITUTIONS, OPEN DOOR HEALTH CENTER, CHARITIES, AND HEALTH DEPARTMENTS TO ASSESS HEALTHCARE NEEDS. MCHS-MANKATO DEVELOPS A STRATEGIC PLAN TO MEET THE HEALTHCARE NEEDS OF THE COMMUNITY BASED ON THE INPUT RECEIVED. SERVICES, EDUCATION, VOLUNTEERS, IN KIND SUPPORT, MONETARY DONATIONS AND GOODS ARE SUPPLIED ONCE THOSE NEEDS ARE ASSESSED. REQUESTS FOR ASSISTANCE ARE TRIAGED THROUGH THE PUBLIC RELATIONS AND ADMINISTRATION DEPARTMENTS, AND EVALUATED BASED ON THE STRATEGIC PLAN.
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:MCHS-MANKATO IS LOCATED IN MANKATO, MINNESOTA. ITS SERVICE AREA INCLUDES BLUE EARTH, NICOLLET AND OTHER SURROUNDING COUNTIES IN SOUTHERN MINNESOTA. MCHS-MANKATO IS DESIGNATED AS A SOLE COMMUNITY HOSPITAL AND A RURAL REFERRAL CENTER FOR MEDICARE PURPOSES. MCHS-MANKATO IS THE ONLY HOSPITAL IN BLUE EARTH COUNTY. THE POPULATION OF BLUE EARTH AND NICOLLET COUNTY (WHICH COMPRISES A LARGE PORTION OF MCHS-MANKATO'S SERVICE AREA) IS APPROXIMATELY 100,000. ACCORDING TO THE U.S. CENSUS BUREAU, APPROXIMATELY 15% OF INDIVIDUALS IN THE TWO COUNTIES ARE LIVING BELOW POVERTY LEVEL. APPROXIMATELY 12% OF INDIVIDUALS IN THE TWO COUNTIES ARE ABOVE AGE 65 AND APPROXIMATELY 10% OF THE POPULATION WAS UNINSURED.
PART VI, LINE 5:THIS 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 FUNDSMAYO 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, WHETHER IN HEALTH CARE POLICY, BUSINESS, GOVERNMENT OR ANOTHER FIELD. IN ADDITION TO THIS COMMUNITY REPRESENTATION AT THE PARENT ENTITY, THE FILING ORGANIZATION ALSO INVOLVES LOCAL COMMUNITY MEMBERS ON ITS GOVERNING BODY.OPEN V. CLOSED STAFF MODEL:STAFF PRIVILEGES ARE GENERALLY EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY.EMERGENCY ROOM THE FILING ORGANIZATION MAINTAINS AN EMERGENCY ROOM 24 HOURS A DAY, 7 DAYS A WEEK, WHICH IS OPEN TO ALL WITHOUT REGARD TO THE ABILITY TO PAY.
PART VI, LINE 6:THIS ORGANIZATION IS A PART OF MAYO CLINIC HEALTH SYSTEM (WHICH IS PART OF A LARGER GROUP OF ENTITIES AFFILIATED WITH MAYO CLINIC). THE MAYO CLINIC HEALTH SYSTEM IS DESCRIBED IN RESPONSE TO CORE FORM, PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS, LINE 4A (REPORTED IN SCHEDULE O). THAT STATEMENT ALSO DESCRIBES THE ROLES OF THE VARIOUS AFFILIATES IN PROMOTING THE HEALTH OF THE COMMUNITIES SERVED.
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.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2
GREATER MANKATO AREA UNITED WAY INC
101 NORTH 2ND STREET 100MANKATOMN56001416008819501(C)(3)$8,400IN SUPPORT OF EXEMPT PURPOSE
READY FOR KINDERGARTEN
NORTHPORT CENTER 1970 LOOKOUT DRIVENORTH MANKATOMN56003416000310STATE OF MN$13,585KINDERGARTEN PREP PROGRAMDRIVE
SOUTH CENTRAL COLLEGE NORTH MANKATO CAMPUS FOUNDATION
1920 LEE BOULEVARDNORTH MANKATOMN56003411649572501(C)(3)$10,000SCHOLARSHIP SUPPORT
CITY OF MANKATO
10 CIVIC CENTER PLAZAMANKATOMN56001416005344CITY OF MANKATO$35,000SUPPORT FITNESS PROGRAM
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FILING ORGANIZATION CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY WITH PROGRAMS THAT ENHANCE THE MISSION OF THE FILING ORGANIZATION. THE FILING ORGANIZATION ONLY CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY THAT ADDRESS UNMET OR UNDER-FUNDED COMMUNITY NEEDS IN THE AREAS OF HEALTHCARE, EDUCATION, RESEARCH, DIVERSITY AND EQUALITY OF OPPORTUNITY. TRANSFERS OR GRANTS TO TAX-EXEMPT ORGANIZATIONS 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 PERFORMEDExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CRAGUN MD KEVIN T
DIRECTOR$0$492,122$0$0$0$78,971$0$23,464$0$24,385$0$618,942$0$0
GRACE RICHARD W
DIRECTOR/SECY/CAO$313,519$0$0$0$0$568$12,750$0$17,692$0$343,961$568$0$0
HEBL MD JAMES R
DIRECTOR$0$425,391$0$0$0$25,469$0$17,235$0$20,464$0$488,559$0$0
HERRMANN MD MARTIN J
DIRECTOR$0$248,575$0$0$0$2,648$0$23,183$0$24,972$0$299,378$0$0
KUTCHER MD GREGORY R
DIRECTOR/PRESIDENT/CEO$455,895$0$0$0$0$0$12,750$0$22,530$0$491,175$0$0$0
MORRIS MD MARIE E
DIRECTOR$0$339,893$0$0$0$27,536$0$30,488$0$19,253$0$417,170$0$0
NESSE MD ROBERT E
DIRECTOR$0$633,648$0$0$0$107,176$0$54$0$15,725$0$756,603$0$0
SPINNER MD ROBERT J
DIRECTOR$0$690,679$0$0$0$94,813$0$24,974$0$24,498$0$834,964$0$0
FRATZKE MARK S
COO, CHIEF NURSING OFFICER$256,176$0$0$0$0$0$12,750$0$24,572$0$293,498$0$0$0
GAGER BRIAN G
SITE CAO$196,960$0$0$0$0$0$10,119$0$26,439$0$233,518$0$0$0
KOCH MARK B
ASSISTANT SECRETARY$0$305,711$0$0$0$11,052$0$230$0$13,630$0$330,623$0$0
TARASOVITCH JAMES J
CFO$266,706$0$0$0$0$0$10,200$0$17,377$0$294,283$0$0$0
CAMPBELL MD STEPHEN S
CHIEF MEDICAL OFFICER$323,389$0$0$0$0$0$12,750$0$29,964$0$366,103$0$0$0
DEACONSON MD TIMOTHY F
CHIEF OP MED OFFICER/PHYSICIAN$716,596$0$0$0$0$0$12,750$0$20,792$0$750,138$0$0$0
KOWAL DO GERALD K
PHYSICIAN$316,556$0$0$0$0$0$12,750$0$28,964$0$358,270$0$0$0
PEARSON MD SUSAN E
PHYSICIAN$573,768$0$0$0$0$0$12,750$0$13,996$0$600,514$0$0$0
CANNELLA MD DOMINIC M
PHYSICIAN$697,673$0$0$0$0$0$5,100$0$27,531$0$730,304$0$0$0
CHYATTE MD DOUGLAS
PHYSICIAN$698,811$0$0$0$0$0$5,100$0$20,030$0$723,941$0$0$0
LI MD SHILUN D
PHYSICIAN$605,298$0$0$0$0$0$10,200$0$26,901$0$642,399$0$0$0
SHARMA MANISH S
PHYSICIAN$609,889$0$0$0$0$0$7,955$0$28,031$0$645,875$0$0$0
STANCHFIELD JR MD WARREN R
PHYSICIAN$636,518$0$0$0$0$0$10,200$0$6,649$0$653,367$0$0$0
BOROWSKI THOMAS J
FORMER KEY EMPLOYEE$235,404$0$0$0$0$0$11,941$0$24,833$0$272,178$0$0$0
REEVES MD ANDREW L
FORMER KEY EMPLOYEE$372,501$0$0$0$0$0$12,750$0$30,028$0$415,279$0$0$0
WHITED MD BRIAN L
FORMER KEY EMPLOYEE$367,740$0$0$0$0$0$12,750$0$26,743$0$407,233$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE CORE 990 PART VI SECTION B LINE 15 FOR FURTHER INFORMATION REGARDING THE PROCESS UTILIZED.
PART I, LINES 4A-BLINE 4A: IN 2013, TIMOTHY DEACONSON, M.D. RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $286,108, WHICH IS INCLUDED IN THE AMOUNT REPORTED IN COLUMN B(I) OF SCHEDULE J, PART II. 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). KEVIN T. CRAGUN, M.D. $ 52,527 JAMES R. HEBL, M.D. $ 24,223 MARK B. KOCH $ 8,890 MARIE E. MORRIS, M.D. $ 20,849 ROBERT E. NESSE, M.D. $ 97,541 ROBERT J. SPINNER, M.D. $ 91,649
PART IIICOMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonMANISH S SHARMAPersonNm
Relationship With OrgHIGHEST PAID EMPLOYEERelationshipWithOrgTxt
Loan PurposeSIGNING BONUSLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$40,000OriginalPrincipalAmt
Balance Due$23,333BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$23,333TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MMSI INCBusinessNameLine1
FieldValueIRS element (for citing)
Relationship DescriptionCOMMON BOARD MEMBERRelationshipDescriptionTxt
Transaction$14,693,493TransactionAmt
TransactionPURCHASED SERVICES & PAYMENTS AS A THIRD PARTY PAYORTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: HERRMANN M.D., MARTIN J. MORRIS M.D., MARIE E. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: MORRIS M.D., MARIE E. GRACE, RICHARD W. KOCH, MARK B. BROLSMA, GREG GAALSWYK, MARK THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: CRAGUN M.D., KEVIN T. GRACE, RICHARD W. HEBL M.D., JAMES R. KOCH, MARK B. SPINNER M.D., ROBERT J. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL WHO IS ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: NESSE M.D., ROBERT E.
FORM 990, PART VI, SECTION A, LINE 3MAYO CLINIC, MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH, AND OTHER RELATED COMPANIES PROVIDE MANAGEMENT SERVICES TO THE ENTIRE SYSTEM OF ENTITIES. 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 6THE SOLE MEMBER OF THE CORPORATION IS MAYO CLINIC.
FORM 990, PART VI, SECTION A, LINE 7ATHE SOLE MEMBER ELECTS THE MEMBER DIRECTORS. THE SOLE MEMBER ELECTS THE COMMUNITY DIRECTORS THAT HAVE BEEN APPROVED BY THE BOARD OF DIRECTORS AND NOMINATED BY VARIOUS NOMINATING GROUPS.
FORM 990, PART VI, SECTION A, LINE 7BTHE BYLAWS PROVIDE THE SOLE CORPORATE MEMBER CERTAIN RESERVED POWERS IN AREAS SUCH AS DEBT, AMENDMENT OF THE BYLAWS, MERGERS, AND NEW SERVICES.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM SITE ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT. IT IS THEN REVIEWED BY THE DIRECTOR OF FINANCE, THE CFO AND THE ADMINISTRATOR. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE FILING ORGANIZATION'S GOVERNING BODY VIA US MAIL, E-MAIL, OR DISTRIBUTION AT A BOARD MEETING. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12CMAYO CLINIC AND ITS AFFILIATES HAVE A COMPREHENSIVE CONFLICT OF INTEREST POLICY APPLICABLE TO ALL OF THE AFFILIATED ENTITIES AND TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES OF THOSE ENTITIES. ALL CURRENT AND FORMER OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES WHO WE ANTICIPATE WILL BE LISTED ON A FORM 990 ARE ASKED TO COMPLETE AN "ANNUAL TAX AND COMPLIANCE DISCLOSURE" FORM. THIS INFORMATION IS REVIEWED BY BOTH THE CORPORATE TAX DEPARTMENT AND THE OFFICE OF CONFLICT OF INTEREST REVIEW. ALL DISCLOSURES OF CURRENT OR PROPOSED ACTIVITY THAT REQUIRE ACTION UNDER THE POLICY ARE THE SUBJECT OF ONGOING REVIEW AND ACTION THROUGH THE OFFICE OF CONFLICT OF INTEREST REVIEW AND THE CONFLICT OF INTEREST REVIEW BOARD. INVOLVED INDIVIDUALS ARE INFORMED OF ALL REQUIRED ACTION. MANY TYPES OF RELATIONSHIPS THAT COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED. OTHER TYPES OF RELATIONSHIPS ARE PERMITTED SUBJECT TO COMPLIANCE WITH THE MANAGEMENT PLAN ESTABLISHED BY THE CONFLICT OF INTEREST REVIEW BOARD. A COMMON MANAGEMENT STRATEGY FOR PERMITTED ACTIVITIES IS TO REQUIRE BILATERAL RECUSAL AND APPROPRIATE DOCUMENTATION IN THE MINUTES OF MAYO CLINIC (AND/OR AFFILIATE) AND THE OUTSIDE ENTITY. ADDITIONAL CONFLICT OF INTEREST POLICIES AND PROCEDURES EXIST FOR CERTAIN ENTITIES CONCERNING RESEARCH CONTRACTS AND OTHER TYPES OF POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15THE FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. MAYO CLINIC AND ITS AFFILIATES HAVE A COORDINATED PROCESS FOR REVIEWING AND APPROVING COMPENSATION AND BENEFITS FOR PHYSICIANS AND ADMINISTRATIVE LEADERSHIP. IN ADDITION TO ANY REVIEW AND APPROVAL THAT MAY TAKE PLACE AT THE LOCAL ENTITY LEVEL, THE FOLLOWING INDEPENDENT APPROVAL PROCESS OCCURS ANNUALLY IN THE FALL FOR THE NEXT YEAR'S COMPENSATION. THE SALARIES OF THE CEO, CAO, AND PHYSICIAN LEADERSHIP WERE REVIEWED BY THE MAYO CLINIC HEALTH SYSTEM COMPENSATION AND BENEFITS COMMITTEE PURSUANT TO THE PROCESS DESCRIBED BELOW FOR MAYO CLINIC HEALTH SYSTEM - PHYSICIAN AND ADMINISTRATIVE LEADERSHIP. THE MAYO CLINIC HEALTH SYSTEM COMPENSATION AND BENEFITS COMMITTEE INITIALLY REVIEWS THE COMPENSATION OF PHYSICIANS AND ADMINISTRATIVE LEADERSHIP FOR THE MAYO CLINIC HEALTH SYSTEM ENTITIES. 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). THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE THEN REVIEWS AND APPROVES THE COMPENSATION. FOR THOSE INDIVIDUALS FOR WHICH THE MAYO CLINIC HEALTH SYSTEM COMMITTEE CAN NOT SERVE AS THE INDEPENDENT REVIEW, THEIR COMPENSATION AND BENEFITS ARE REVIEWED BY THE GOVERNANCE COMMITTEE (DESCRIBED BELOW). THE COMPENSATION AND BENEFITS COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. INFORMATION ON MAYO CLINIC HEALTH SYSTEM PHYSICIAN AND ADMINISTRATIVE LEADERSHIP COMPENSATION AND BENEFITS IS ALSO REVIEWED BY THE MAYO CLINIC COMMITTEE ON OFFICER SUCCESSION, COMPENSATION AND GOVERNANCE (GOVERNANCE COMMITTEE), WHICH IS COMPRISED OF SEVEN OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. IN ADDITION TO THE ABOVE COORDINATED REVIEW PROCESS CONDUCTED BY THE MAYO CLINIC HEALTH SYSTEM COMPENSATION AND BENEFITS COMMITTEE AND/OR THE MAYO CLINIC GOVERNANCE COMMITTEE, THE SOUTHWEST MINNESOTA REGION OF THE MAYO CLINIC HEALTH SYSTEM (WHICH INCLUDES THE FILING ORGANIZATION) ALSO HAS ITS OWN COMPENSATION REVIEW AND APPROVAL PROCESSES FOR THE REGION'S SENIOR LEADERSHIP AND PHYSICIANS (WHICH INCLUDES THE CEO AND CAO). THE PROCESSES INCLUDE REVIEW OF COMPARABILITY DATA FOR SIMILAR SIZED ORGANIZATIONS BY AN INDEPENDENT COMMITTEE CONSISTING OF PUBLIC BOARD MEMBERS ONLY. SALARY RANGES FOR THE PAST YEAR AND RANGES FOR THE NEXT YEAR ARE REVIEWED FOR REASONABLENESS. CONTEMPORANEOUS MEETING MINUTES OF THE COMPENSATION COMMITTEE ARE KEPT ON FILE.
FORM 990, PART VI, SECTION C, LINE 19THE 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 IS A HOSPITAL AFFILIATED WITH MAYO CLINIC. 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 11GIC PURCHASED SERVICES : PROGRAM SERVICE EXPENSES 7,231,739. MANAGEMENT AND GENERAL EXPENSES 22,720,194. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,951,933. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 14,136,714. MANAGEMENT AND GENERAL EXPENSES 858,379. FUNDRAISING EXPENSES 28,405. TOTAL EXPENSES 15,023,498.
FORM 990, PART IX, LINE 24EMEDICAID SURCHARGE : PROGRAM SERVICE EXPENSES 1,746,886. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,746,886. EMPLOYEE RELATED EXPENSE : PROGRAM SERVICE EXPENSES 131,100. MANAGEMENT AND GENERAL EXPENSES 331,462. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 462,562. DUES/LICENSES/SUBSCRIPT : PROGRAM SERVICE EXPENSES 117,479. MANAGEMENT AND GENERAL EXPENSES 296,336. FUNDRAISING EXPENSES 450. TOTAL EXPENSES 414,265. MISC. EXPENSE : PROGRAM SERVICE EXPENSES 45,129. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,129. EXP ALLOCATED TO AFFILIATES: PROGRAM SERVICE EXPENSES -9,489,998. MANAGEMENT AND GENERAL EXPENSES -8,885,808. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -18,375,806.
FILING OF CERTAIN FOREIGN FORMSDISCLOSURE 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

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (43 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACdAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
BLOOMER LAKEVIEW INC
2110 DUNCAN ROADBLOOMERWI54724391450617LOW INCOME HOUSINGWI501(C)(3)7MCHS--CHIPPEWA VALLEY INCYes (1)
CHARTERHOUSE INC
200 FIRST STREET SWROCHESTERMN55905411405254RETIREMENT LIVING CENTERMN501(C)(3)9MAYO CLINICYes (1)
FRANCISCAN SKEMP FOUNDATION OF ARCADIA INC
464 SOUTH ST JOSEPH AVENUEARCADIAWI54612391322480FUNDRAISING FOUNDATIONWI501(C)(3)9MCHS--FRANCISCAN HEALTHCARE INCYes (1)
GOLD CROSS AMBULANCE SERVICE
200 FIRST STREET SWROCHESTERMN55905411917516AMBULANCE SERVICEMN501(C)(3)9MFMERYes (1)
LUTHER LAKESIDE APARTMENTS INC
PO BOX 1510EAU CLAIREWI54702391409024LOW INCOME HOUSING FOR ELDERLYWI501(C)(3)9MCHS--EAU CLAIRE HOSPITAL INCYes (1)
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905416011702PATIENT CARE - CLINICMN501(C)(3)9Yes (1)N/A
MAYO CLINIC -- METHODIST HOSPITAL
200 FIRST STREET SWROCHESTERMN55905410739106HOSPITALMN501(C)(3)3MAYO CLINICYes (1)
MAYO CLINIC HOSPITAL-- ROCHESTER
200 FIRST STREET SWROCHESTERMN55905410944601HOSPITALMN501(C)(3)3MAYO CLINICYes (1)
MAYO CLINIC ARIZONA
13400 EAST SHEA BOULEVARDSCOTTSDALEAZ85259860800150HOSPITAL AND CLINICAZ501(C)(3)3MAYO CLINICYes (1)
MAYO CLINIC FLORIDA (A NONPROFIT CORPORATION)
4500 SAN PABLO ROADJACKSONVILLEFL32224590714831HOSPITALFL501(C)(3)3MAYO CLINIC JACKSONVILLEYes (1)
MCHS IN WAYCROSS INC
1900 TEBEAU STREETWAYCROSSGA31501581667166HOSPITALGA501(C)(3)3MAYO CLINIC JACKSONVILLEYes (1)
MCHS--ALBERT LEA AND AUSTIN
1000 FIRST DRIVE NWAUSTINMN55912411404075HOSPITAL AND CLINICMN501(C)(3)3MAYO CLINICYes (1)
MCHS--AUSTIN FOUNDATION
1000 FIRST DRIVE NWAUSTINMN55912300107471FUNDRAISING FOUNDATIONMN501(C)(3)7MCHS--ALBERT LEA AND AUSTINYes (1)
MCHS--CANNON FALLS
1116 WEST MILL STREETCANNON FALLSMN55009204156428HOSPITAL AND CLINICMN501(C)(3)3MAYO CLINICYes (1)
MCHS--CHIPPEWA VALLEY INC
1501 THOMPSON STREETBLOOMERWI54724390980343HOSPITAL AND CLINICWI501(C)(3)3MCHS--EAU CLAIRE HOSPITAL INCYes (1)
MCHS--EAU CLAIRE CLINIC INC
733 W CLAIREMONT AVE PO BOX 1510EAU CLAIREWI54702391735831PATIENT CARE - CLINICWI501(C)(3)3MAYO CLINIC0
MCHS--EAU CLAIRE FOUNDATION INC
733 W CLAIREMONT AVE PO BOX 1510EAU CLAIREWI54702391633407GRANTMAKING FOUNDATIONWI501(C)(3)11-IMCHS--EAU CLAIRE CLINIC INC0
MCHS--EAU CLAIRE HOSPITAL INC
1221 WHIPPLE STREETEAU CLAIREWI54703390813418HOSPITALWI501(C)(3)3MAYO CLINICYes (1)
MCHS--FAIRMONT
800 MEDICAL CENTER DRIVE PO BOX 800FAIRMONTMN56031410760836HOSPITAL AND CLINICMN501(C)(3)3MCHS--MANKATOYes (1)
MCHS--FRANCISCAN HEALTHCARE FOUNDATION INC
700 WEST AVE SOUTHLA CROSSEWI54601391186647FUNDRAISING FOUNDATIONWI501(C)(3)7MCHS--FRANCISCAN HEALTHCARE INCYes (1)
MCHS--FRANCISCAN HEALTHCARE FOUNDATION-SPARTA INC
310 WEST MAIN STREETSPARTAWI54656391423234FUNDRAISING FOUNDATIONWI501(C)(3)9MCHS--FRANCISCAN HEALTHCARE INCYes (1)
MCHS--FRANCISCAN HEALTHCARE INC
700 WEST AVE SOUTHLA CROSSEWI54601391411999HEALTHCARE SYSTEM PARENTWI501(C)(3)11-IMAYO CLINICYes (1)
MCHS--FRANCISCAN MEDICAL CENTER INC
700 WEST AVE SOUTHLA CROSSEWI54601390806374HOSPITAL AND CLINICWI501(C)(3)3MCHS--FRANCISCAN HEALTHCARE INCYes (1)
MCHS--HOME HEALTH & HOSPICE INC
PO BOX 2060EAU CLAIREWI54702391491516HOME HEALTH AND HOSPICE CAREWI501(C)(3)9MCHS--EAU CLAIRE HOSPITAL INCYes (1)
MCHS--LAKE CITY
500 WEST GRANT STREETLAKE CITYMN55041411906820HOSPITALMN501(C)(3)3MAYO CLINICYes (1)
MCHS--MANKATO
1025 MARSH STREETMANKATOMN56002411236756HOSPITAL AND CLINICMN501(C)(3)3MAYO CLINICYes (1)
MCHS--MANKATO HEALTH CARE FOUNDATION
1025 MARSH STREETMANKATOMN56002411663357FUNDRAISING FOUNDATIONMN501(C)(3)7MCHS--MANKATOYes (1)
MCHS--NEW PRAGUE
301 SECOND STREET NENEW PRAGUEMN56071410723639HOSPITAL AND CLINICMN501(C)(3)3MCHS--MANKATOYes (1)
MCHS--NORTHLAND INC
1222 EAST WOODLAND AVENUEBARRONWI54812390920634HOSPITAL AND CLINICWI501(C)(3)3MCHS--EAU CLAIRE HOSPITAL INCYes (1)
MCHS--OAKRIDGE INC
13025 EIGHTH STREET PO BOX 70OSSEOWI54758391029430HOSPITAL AND CLINICWI501(C)(3)3MCHS--EAU CLAIRE HOSPITAL INCYes (1)
MCHS--OWATONNA
134 SOUTHVIEW STOWATONNAMN55060411862132PATIENT CARE - CLINICMN501(C)(3)3MAYO CLINICYes (1)
MCHS--RED CEDAR INC
2321 STOUT ROADMENOMONIEWI54751510190875HOSPITAL AND CLINICWI501(C)(3)3MAYO CLINICYes (1)
MCHS--RED WING
701 HEWITT BOULEVARDRED WINGMN55066411713783PATIENT CARE SERVICESMN501(C)(3)3MAYO CLINICYes (1)
MCHS--SPRINGFIELD
625 NORTH JACKSON AVENUESPRINGFIELDMN56087411893827HOSPITAL AND CLINICMN501(C)(3)3MCHS--MANKATOYes (1)
MCHS--ST JAMES
1101 MOULTON PARSONS DR PO BOX 460ST JAMESMN56081410797368HOSPITAL AND CLINICMN501(C)(3)3MCHS--MANKATOYes (1)
MCHS--ST JAMES HEALTH CARE FOUNDATION
1101 MOULTON PARSONS DR PO BOX 460ST JAMESMN56081411444129FUNDRAISING FOUNDATIONMN501(C)(3)7MCHS--ST JAMESYes (1)
MCHS--SUPPORTIVE HOMECARE INC
PO BOX 2060EAU CLAIREWI54702391686673HOME HEALTH CAREWI501(C)(3)9MCHS--EAU CLAIRE HOSPITAL INCYes (1)
MCHS--WASECA
501 NORTH STATE STREETWASECAMN56093363606405HOSPITAL AND CLINICMN501(C)(3)3MCHS--MANKATOYes (1)
MAYO CLINIC JACKSONVILLE
4500 SAN PABLO ROADJACKSONVILLEFL32224593337028PATIENT CARE - CLINICFL501(C)(3)7MAYO CLINICYes (1)
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
200 FIRST STREET SWROCHESTERMN55905411506440CHARITABLE, EDUCATIONAL & SCIENTIFIC ACTIVITIESMN501(C)(3)9MAYO CLINICYes (1)
MAYO KLINIK STIFTUNG
FUNDRAISING FOUNDATIONMFMERYes (1)60486 FRANKFURT AM MAINFRANKFURTGMGM
MILES AND SHIRLEY FITERMAN ENDOWMENT FUND FOR DIGESTIVE DISEASES
200 FIRST STREET SWROCHESTERMN55905412020392SUPPORT RESEARCH, PRACTICE & EDUCATIONMN501(C)(3)11-IMAYO CLINICYes (1)
POVERELLO FOUNDATION
200 FIRST STREET SWROCHESTERMN55905411494881FUNDRAISING FOUNDATIONMN501(C)(3)7MAYO CLINIC HOSPITAL - ROCHESTERYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACd
FRANKLIN HEATING STATION
119 THIRD ST SWROCHESTERMN55902410264830UTILITYMNN/A
PHYSICIAN SOFTWARE SYSTEMS LLC
3333 WARRENVILLE ROAD SUITE 200LISLEIL60532453414836HEALTHCARE RELATED SOFTWAREILN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (37 entries)

Address Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxt
GMO GLOBAL BOND INVESTMENT FUND
78 SIR JOHN ROGERSONS QUAYDUBLIN 2EIOTHER FINANCIAL INVESTMENT ACTIVITIESEIN/A0
HEALTH TRADITION HEALTH PLAN
MEDICAL SERVICES COMPANYN/A01808 EAST MAIN STREETONALASKAWI54650391545987WIC
LOBSS NETWORK SUPPORT 2002 INC
ADMINISTRATIVE SERVICESN/A0200 FIRST STREET SWROCHESTERMN55905481276150MNC
MAYO CLINIC GBS MAURITIUS
2ND FLOOR EBENE MEWS 57EBENE CYBERCITYMPHEALTHCARE MANAGEMENTMPN/A0C
MCHS--DECORAH CLINIC PHYSICIANS
PATIENT CARE - CLINICN/A0907 MONTGOMERY STREETDECORAHIA52101411711329IAC
MCHS--PHARMACY & HOME MEDICAL INC
PHARMACY SERVICESN/A01221 WHIPPLE STREETEAU CLAIREWI54703391528920WIC
MCHS PHYSICIANS IN WAYCROSS INC
PHYSICIAN OFFICESN/A01900 TEBEAU STREETWAYCROSSGA31501204363143GAC
MAYO HOLDING COMPANY
HOLDING COMPANYN/A0200 FIRST STREET SWROCHESTERMN55905411578020MNC
MAYO INSURANCE COMPANY LTD
SELF INSURANCE POOLCJN/A0200 FIRST STREET SWROCHESTERMN55905C
MMSI INC
THIRD PARTY ADMINISTRATION SERVICESN/A021 FIRST STREET SWROCHESTERMN55905411547003MNC
RESOUNDANT INC
MANUFACTURING MEDICAL DEVICE COMPONENTN/A0221 1ST AVE SWROCHESTERMN55902461661978MNC
ROCHESTER AIRPORT COMPANY
AIRPORT MANAGEMENTN/A0ROUTE 2ROCHESTERMN55902410506870MNC
SATILLA HEALTHNET INC
HEALTH SERVICESN/A01900 TEBEAU STREETWAYCROSSGA31501582151076GAC
SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION
COMMERCIAL PROPERTY OWNERS ASSOCIATIONN/A013400 E SHEA BLVDSCOTTSDALEAZ85259860870505AZC
THE STABILE BUILDING OWNERS' ASSOCIATION
COMMERCIAL PROPERTY OWNERS ASSOCIATIONN/A0200 FIRST STREET SWROCHESTERMN55905208994499MNC
DESTINATION MEDICAL CENTER ECONOMIC DEVELOPMENT AGENCY
ECONOMIC DEVELOPMENTN/A050 SOUTH SIXTH STREET SUITE 1500MINNEAPOLISMN554021498464893585MNC
CAVALRY CLO III LTD
PO BOX 1093 GT QUEENSGATE HOUSE SGRAND CAYMANCJINVESTMENT ACTIVITIESCJN/A0C
CHARITABLE LEAD TRUST (2)
CHARITABLE TRUSTN/A0CAT
CHARITABLE LEAD TRUST
CHARITABLE TRUSTN/A0MNT
CHARITABLE LEAD TRUST
CHARITABLE TRUSTN/A0ILT
PERPETUAL TRUST
CHARITABLE TRUSTN/A0NDT
PERPETUAL TRUST
CHARITABLE TRUSTN/A0AZT
PERPETUAL TRUST
CHARITABLE TRUSTN/A0LAT
PERPETUAL TRUST (2)
CHARITABLE TRUSTN/A0MAT
PERPETUAL TRUST
CHARITABLE TRUSTN/A0MNT
PERPETUAL TRUST
CHARITABLE TRUSTN/A0MOT
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTN/A0AZT
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTN/A0COT
CHARITABLE REMAINDER TRUST (7)
CHARITABLE TRUSTN/A0FLT
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTN/A0LAT
CHARITABLE REMAINDER TRUST (76)
CHARITABLE TRUSTN/A0MNT
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTN/A0NCT
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTN/A0TXT
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTN/A0COT
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTN/A0ILT
CHARITABLE REMAINDER TRUST
CHARITABLE TRUSTN/A0MIT
CHARITABLE REMAINDER TRUST (72)
CHARITABLE TRUSTN/A0MNT
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (14 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GOLD CROSS AMBULANCE SERVICE
M$119,163GAAP
MAYO CLINIC HEALTH SYSTEM--FAIRMONT
Q$2,739,654GAAP
MAYO CLINIC HEALTH SYSTEM--NEW PRAGUE
Q$4,719,156GAAP
MAYO CLINIC HEALTH SYSTEM--SPRINGFIELD
Q$3,238,166GAAP
MAYO CLINIC HEALTH SYSTEM--ST JAMES
Q$3,501,810GAAP
MAYO CLINIC HEALTH SYSTEM--WASECA
Q$4,177,020GAAP
MAYO FOUNDATION FOR MEDICAL EDUCATION & RESEARCH
M$101,202GAAP
MMSI INC
M$546,379GAAP
MMSI INC
S$14,147,114GAAP
MAYO CLINIC HEALTH SYSTEM--FAIRMONT
M$1,758,467GAAP
MAYO CLINIC HEALTH SYSTEM-ALBERT LEA AND AUSTIN
M$74,403GAAP
MAYO CLINIC HEALTH SYSTEM-OWATONNA
L$212,108GAAP
MAYO CLINIC HEALTH SYSTEM-ALBERT LEA AND AUSTIN
L$151,831GAAP
MAYO CLINIC HEALTH SYSTEM - MANKATO HEALTH CARE FOUNDATION
C$545,113GAAP

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