2013-11-13T15:20:40-06:00 2012-12-31 990 2012-01-01 411506440 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH MAYO 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 DARRELL L SANDEEN 5075381297 2013-11-13 2012 2016-02-24 21:20:13Z WILLIAM J LITCHY MD 200 FIRST STREET SW ROCHESTER MN 55905 1100656874 0 X WWW.MAYO.EDU X 1915 MN TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF MAYO CLINIC 5 0 7002 0 23386917 5097732 4161728 4705966 976161104 1088612710 1043567 3461139 3123814 3172255 984490213 1099952070 68327 38692 0 0 506830931 566629269 0 0 571267 457922987 517124239 964822245 1083792200 19667968 16159870 1369241497 1596665927 1263296869 1466359536 105944628 130306391 X TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF MAYO CLINIC, INCLUDING, BUT NOT LIMITED TO, MEDICAL EDUCATION AND RESEARCH,MEDICAL PRACTICE ACTIVITIES, AND CLINICAL OUTREACH ACTIVITIES IN FURTHERANCE OF SUCH MEDICAL EDUCATION AND RESEARCH AND PROMOTION OFHEALTH. 0 0 779365018 38692 831692607 SUPPORT SERVICES (SEE SCHEDULE O)MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER) PARTICIPATES IN THE DIRECTION AND GUIDANCE OF MEDICAL CLINICS OPERATED BY MAYO CLINIC. THESE INCLUDE MAYO CLINIC, LOCATED IN ROCHESTER, MINNESOTA, AS WELL AS SEPARATE, NONPROFIT MEDICAL CLINICS OPERATED BY MAYO CLINIC IN JACKSONVILLE, FLORIDA; SCOTTSDALE, ARIZONA; EAU CLAIRE, LACROSSE AND MENOMONIE, WISCONSIN; ALBERT LEA, AUSTIN, CANNON FALLS, FAIRMONT, FARIBAULT, LAKE CITY, MANKATO, NEW PRAGUE , OWATONNA, RED WING, ST. JAMES, SPRINGFIELD, WABASHA AND WASECA, MINNESOTA; DECORAH, IOWA AND WAYCROSS, GEORGIA. MFMER'S RELATIONSHIP WITH THESE CLINICS IS TO ENSURE THE HIGHEST QUALITY STANDARDS OF PATIENT CARE AND PATIENT DATA ESTABLISHED AT MAYO CLINIC ARE CONSISTENT THROUGHOUT THE MAYO CLINIC SYSTEM SO THAT THE RESEARCH AND EDUCATIONAL PURPOSES OF MAYO CLINIC CAN BE ACCOMPLISHED. THE EXTENSION OF THE RESEARCH, EDUCATION AND PATIENT CARE LEADERSHIP ROLE ASSOCIATED WITH MAYO CLINIC INTO AREAS OUTSIDE OF ROCHESTER CREATES USEFUL AND OTHERWISE UNAVAILABLE COMPARATIVE RESEARCH AND EDUCATIONAL OPPORTUNITIES TO FURTHER MAYO'S EXEMPT PURPOSE. MFMER ALSO PROVIDES PAYROLL, PURCHASING, SALARY & BENEFIT ADMINISTRATION AND OTHER MISCELLANEOUS SUPPORT SERVICES FOR MAYO CLINIC AND AFFILIATES. 163611998 172799675 PHARMACIES AND MEDICAL PRODUCTS (SEE SCHEDULE O)IN ORDER TO CONVENIENTLY ACCOMMODATE THE NEEDS OF PATIENTS AND EMPLOYEES OF MAYO CLINIC, MFMER OPERATES PHARMACIES AND A MEDICAL PRODUCTS STORE AT THE MAYO CLINIC SITES. THESE OPERATIONS ARE NOT INTENDED TO SERVE THE GENERAL PUBLIC. THE STAFF AT THESE PHARMACIES ALSO ASSIST MAYO CLINIC SCIENTISTS IN DRUG PROTOCOLS FOR RESEARCH. 55927908 56864515 HEALTH INFORMATION (SEE SCHEDULE O)MFMER IS USED AS A MEANS OF MAKING AVAILABLE TO THE MEDICAL COMMUNITY AND TO THE GENERAL PUBLIC THE RESULTS OF MAYO'S RESEARCH AND EDUCATION PROGRAMS. DURING 2012, MFMER SOLD 5,055,972 COPIES OF THE MAYO CLINIC HEALTH LETTER. THE HEALTH LETTER IS A MONTHLY NEWSLETTER CONTAINING USEFUL HEALTH INFORMATION FOR THE GENERAL PUBLIC. MFMER SOLD 2,470,415 COPIES OF THE MAYO CLINIC EMBODYHEALTH NEWSLETTER. MOST OF THE COPIES WERE SOLD TO EMPLOYERS AND MEMBER ORGANIZATIONS AS PART OF MFMER'S CORPORATE WELLNESS PROGRAM. THIS PROGRAM IS DESIGNED TO MEET THE SPECIFIC POPULATION HEALTH MANAGEMENT NEEDS OF EMPLOYERS AND MEMBER ORGANIZATIONS. THE EMBODYHEALTH NEWSLETTER PROVIDES HEALTH INFORMATION TO THE SUBCRIBING ORGANIZATION'S EMPLOYEES AND MEMBERS. IN ADDITION, THE FOLLOWING BOOKLETS WERE SOLD TO EMPLOYERS AND MEMBER ORGANIZATIONS UNDER THE CORPORATE WELLNESS PROGRAM: 50 HEAD-TO-TOE HEALTH TIPS 10,150 COPIES 8 WAYS TO LOWER YOUR RISK OF A HEART ATTACK OR STROKE 210 COPIES DISEASE-FIGHTING FOODS: SMART EATING CHOICES 910 COPIES EATING OUT: YOUR POCKET GUIDE TO HEALTH DINING 3,610 COPIES HEALTHY EATING FOR HURRIED LIVES 1,375 COPIES HEALTHY WEIGHT FOR LIFE 6,335 COPIES HIGH BLOOD PRESSURE & YOUR HEART 2,500 COPIES LIVE LONGER, LIVE BETTER 1,025 COPIES COMPLEMENTARY & ALTERNATIVE MEDICINE 100 COPIES WALK YOUR WAY TO FITNESS 985 COPIES YOUR HEART-HEALTHY EATING GUIDE 110 COPIES MFMER ALSO SELLS NUMEROUS BOOKS ON HEALTH RELATED TOPICS. DURING 2012, MFMER SOLD 12,926 COPIES OF MAYO CLINIC FAMILY HEALTH BOOK, AN ILLUSTRATED COMPREHENSIVE HOME MEDICAL REFERENCE WITH DETAILED, CURRENT INFORMATION ON HUNDREDS OF MEDICAL CONDITIONS. DURING 2012, MFMER ALSO SOLD THE FOLLOWING BOOKS, WHICH ARE ALL PART OF A SERIES OF EASY TO UNDERSTAND, YET COMPREHENSIVE BOOKS THAT PROVIDE ANSWERS TO QUESTIONS ABOUT EACH HEALTH CONCERN:MAYO CLINIC 5 STEPS TO CONTROLLING HIGH BLOOD PRESSURE 6,643 COPIESMAYO CLINIC BOOK OF ALTERNATIVE MEDICINE 9,015 COPIESMAYO CLINIC BOOK OF HOME REMEDIES 27,837 COPIESMAYO CLINIC BREAST CANCER BOOK 6,544 COPIESMAYO CLINIC DIABETES DIET 18,225 COPIESMAYO CLINIC DIABETES DIET JOURNAL 30 COPIESMAYO CLINIC DIABETES WORKBOOK 3,150 COPIESMAYO CLINIC ESSENTIAL GUIDE TO PROSTATE HEALTH 6,318MAYO CLINIC FITNESS FOR EVERYBODY 3,071 COPIESMAYO CLINIC ON ALZHEIMER'S 603 COPIESMAYO CLINIC ON DIGESTIVE HEALTH 12,027 COPIESMAYO CLINIC GUIDE TO A HEALTY PREGANCY 68,164 COPIES MAYO CLINIC GUIDE TO BETTER VISION 7,622 COPIESMAYO CLINIC GUIDE TO MANAGING ARTHRITIS 4,473 COPIESMAYO CLINIC GUIDE TO PAIN RELIEF 3,764 COPIESMAYO CLINIC GUIDE TO PREVENTING & TREATING OSTEOPOROSIS 3,350 COPIESMAYO CLINIC GUIDE TO SELF CARE 25,074 COPIESMAYO CLINIC GUIDE TO YOUR BABY'S FIRST YEAR 17,447 COPIESMAYO CLINIC HEART HEALTHY FOR LIFE! 51,035 COPIESMAYO CLINIC HEALTHY WEIGHT FOR EVERYBODY 50 COPIESMAYO CLINIC INTERACTIVE BREAST CANCER DECISION TOOL 8 COPIESMAYO CLINIC KIDS' COOKBOOK 3900 COPIESMAYO CLINIC ON BETTER HEARING AND BALANCE 13,266 COPIESMAYO CLINIC ON MANAGING INCONTINENCE 1,247 COPIESMAYO CLINIC PLAN - 10 ESSENTIAL STEPS TO A BETTER BODY & HEALTHIER LIFE 230 COPIESMAYO CLINIC PLAN ON HEALTHY AGING 8,063 COPIESMAYO CLINIC ESSENTIAL DIABETES BOOK 50,776 COPIES IN COLLABORATION WITH GAIAM, INC., "WELLNESS SOLUTIONS", A DVD SERIES OFFERING INTEGRATIVE HEALTH SOLUTIONS FOR 10 COMMON CONDITIONS, WAS ORIGINALLY PUBLISHED IN 2008 SELLING 8,202 COPIES IN 2012.IN 2012, MFMER SOLD 35,023 COPIES OF THE MAYO CLINIC DIET BOOK AND 18,507 COPIES OF THE DIET JOURNAL. IN THE BOOK AND THE JOURNAL, MAYO CLINIC HAS BOILED THE RESEARCH DOWN TO FIVE SIMPLE HABITS TO HELP TAKE OFF EXTRA WEIGHT AND FIVE HABITS TO BREAK SO THAT WEIGHT DOES NOT COME BACK. FIX IT AND ENJOY IT COOKBOOKS SOLD 3,007 COPIES AND THE MAYO CLINIC COOKBOOK SOLD 36,557 COPIES. THE HEALTHY EATING WORKBOOK SOLD 25 COPIES AND AWARD WINNING RECIPES SOLD 44,360 COPIES.MFMER ALSO OPERATES MAYO'S INFORMATIONAL CONSUMER WEBSITE, MAYOCLINIC.COM, WHICH HAS THOUSANDS OF VISITORS DAILY.ASK MAYO CLINIC, A TELEPHONIC HEALTH RESOURCE ADMINISTERED BY MFMER IS A STRATEGIC RESOURCE AVAILABLE TO EMPLOYERS TO OFFER TO THEIR EMPLOYEES. THIS 24-HOUR NURSE LINE AND HEALTH ADVOCACY SERVICE IS STAFFED BY EXPERIENCED REGISTERED NURSES WHO DRAW ON THE RESOURCES OF MAYO CLINIC TO HELP PEOPLE CHOOSE THE RIGHT LEVEL OF CARE FOR ILLNESSES AND INJURIES, AND ACCESS APPROPRIATE RESOURCES FOR THEIR PERSONAL HEALTH NEEDS. 18604774 28659046 LICENSING OF TECHNOLOGY:MAKING THE RESULTS OF RESEARCH AND TECHNOLOGY DEVELOPED THROUGHOUT MAYO CLINIC AVAILABLE TO THE PUBLIC IS ANOTHER FUNCTION OF MFMER. THIS IS ACCOMPLISHED THROUGH LICENSING ARRANGEMENTS WITH OTHERS HAVING THE CAPABILITY TO DISTRIBUTE THE TECHNOLOGY TO THE MEDICAL COMMUNITY AND THE GENERAL PUBLIC. DURING 2012, MFMER SIGNED 86 LICENSES WITH COMPANIES TO DISTRIBUTE MAYO CLINIC TECHNOLOGY AND INVENTIONS. IN EXCHANGE FOR THESE LICENSES, MFMER RECEIVES ROYALTIES BASED ON GROSS REVENUES GENERATED FROM THE PRODUCTS DEVELOPED FROM THE LICENSED TECHNOLOGY OR INVENTION. THE REVENUES FROM THESE ROYALTIES ARE USED TO FURTHER THE RESEARCH AND EDUCATIONAL ACTIVITIES OF MAYO CLINIC. MAYO CLINIC VENTURES (MCV) WORKS WITH INVENTORS AND INDUSTRY TO MOVE INNOVATIONS FROM BENCH TO BEDSIDE BY CREATING NEW LICENSING OPPORTUNITIES, NEW COMPANIES AND NEW PRODUCTS. MCV HAS FILED MORE THAN 3,400 PATENT APPLICATIONS RESULTING IN MORE THAN 625 ACTIVE LICENSE AGREEMENTS WITH COMPANIES IN THE BIOMEDICAL AND MANUFACTURING INDUSTRIES.TECHNOLOGY BASED VENTURES (TBV): WHEN CLEARLY DEFINED CRITERIA ARE MET, A TECHNOLOGY MAY BE CONSIDERED FOR THE OFFICE OF INTELLECTUAL PROPERTY'S TECHNOLOGY BASED VENTURES (TBV) PROGRAM, WHICH COMMERCIALIZES A TECHNOLOGY IN EXCHANGE FOR EQUITY AND ACTS AS A VEHICLE FOR A POSSIBLE MAYO CLINIC INVESTMENT INTO A START-UP COMPANY. THE TECHNOLOGY-BASED VENTURES PROGRAM FOCUSES ON COMMERCIALIZING MAYO CLINIC TECHNOLOGIES BY CREATING NEW COMPANIES, LICENSING TECHNOLOGIES INTO EXISTING START-UP COMPANIES, AND INVESTING IN VENTURE CAPITAL-BACKED COMPANIES. THIS WORK IS DONE IN CLOSE PARTNERSHIP WITH VENTURE CAPITAL FIRMS AND MANAGEMENT TEAMS THAT HAVE SIGNIFICANT EXPERIENCE IN THE HEALTH CARE INDUSTRY.AS PART OF THIS EFFORT, THE TECHNOLOGY-BASED VENTURES PROGRAM MANAGES A VENTURE CAPITAL INVESTMENT FUND. THE PROGRAM CO-INVESTS WITH LEADING VENTURE CAPITAL FIRMS IN HEALTH CARE TECHNOLOGY COMPANIES AND SEEKS TO PROVIDE A FINANCIAL RETURN TO MAYO CLINIC TO SUPPORT PATIENT CARE, RESEARCH AND EDUCATION. SINCE 1996, THE PROGRAM HAS INVESTED IN OVER TWO-DOZEN COMPANIES THAT ARE BASED ON MAYO CLINIC TECHNOLOGY OR UTILIZE MAYO CLINIC EXPERTISE. OUR CURRENT INVESTMENT FUND, MMV FUND II, WAS ESTABLISHED IN 2008 IN A COLLABORATIVE RELATIONSHIP BETWEEN MAYO CLINIC VENTURES AND MAYO CLINIC TREASURY SERVICES. 18604774 28659046 1017509698 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 X 4531 0 1 7002 1 1 1 1 MX AE MP 0 0 0 0 1 2 0 0 0 X 5 0 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 1 MN CA KY X CORPORATE TAX UNIT 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 LITCHY MD WILLIAM J 1.00 40.00 X X 0 283349 15137 LIENAU MARTY A 40.00 0.00 X 101695 0 20062 MATTHIAS MARK A 40.00 0.00 X X 211514 0 47820 LINDAHL ROGER A 40.00 0.00 X X 239038 0 63769 BOLTON JEFFREY W 40.00 0.00 X X 777777 0 59357 BRIGHAM ROBERT F 1.00 40.00 X 0 516616 24095 HOFFMAN III HARRY N 1.00 40.00 X 0 959096 515354 HOFFMAN MARY J 1.00 40.00 X 0 279686 61176 MELVIN KEVIN B 1.00 40.00 X 0 143449 42492 SAWYER NAN B 1.00 40.00 X 0 404098 47463 SCHMIDT BRADLEY D 1.00 40.00 X 0 337928 51243 THOMAS GREGORY J 1.00 40.00 X 3944 458384 9159 VAN NURDEN STEVEN P 40.00 0.00 X 121782 0 42771 ESTES DANIEL D 40.00 0.00 X 164999 0 30573 GOLDMAN DANIEL S 40.00 0.00 X 201698 0 48351 BROWN MICHAEL E 40.00 0.00 X 203646 0 33425 BROWN WILLIAM A 40.00 0.00 X 210372 0 56925 LOHKAMP CHRISTIE A 40.00 0.00 X 212205 0 33042 OTTE KIMBERLY K 40.00 0.00 X 213820 0 42550 HUBERT SHERRY L 40.00 0.00 X 241289 0 49176 HERBERT DAVID P 40.00 0.00 X 256042 0 64056 FROISLAND JEFFREY R 40.00 0.00 X 258637 0 38803 FRANCIS JAMES R 40.00 0.00 X 326347 0 58524 OVIATT JONATHAN J 40.00 0.00 X 555778 0 62556 WEIS SHIRLEY A 1.00 40.00 X 971605 0 59023 JORGENSEN STEVEN C 1.00 40.00 X 35732 266084 54235 BENGALI ABDUL R 40.00 0.00 X 512433 0 8155 MENKOSKY PAULA E 20.00 20.00 X 250648 129612 50594 ROSS CHRISTOPHER J 40.00 0.00 X 201485 0 6868 ROTTY BRIAN W 40.00 0.00 X 222575 0 49964 LANGSTRAAT HARLAN J 40.00 0.00 X 235797 0 53762 COLLINS CRAIG C 40.00 0.00 X 236296 0 60425 CROFT CHERYL R 40.00 0.00 X 240116 0 55134 CRANMER JOHN P 40.00 0.00 X 258477 0 15015 GROSSET JESSICA A 40.00 0.00 X 274404 0 23671 RYAN MICHAEL J 40.00 0.00 X 270684 0 48628 MCNEILL STEVEN L 40.00 0.00 X 300710 0 49515 LA FORGIA JOHN M 40.00 0.00 X 303872 0 53391 RAGSDALE JILL M 40.00 0.00 X 448280 0 47598 NOSEWORTHY MD JOHN H 1.00 40.00 X 1692329 0 55870 BRODERSEN MD MARK P 1.00 40.00 X 1888 614616 76211 FOGELSON MD JEREMY L 20.00 20.00 X 211669 227795 14104 CALAMIA MD KENNETH T 20.00 20.00 X 226009 154545 64518 LETTIERI MD SALVATORE C 40.00 1.00 X 444819 72778 50510 TRASTEK MD VICTOR F 40.00 0.00 X 867707 0 60723 ANDERSON JAMES G 0.00 40.00 X 0 263587 16451 EDWARDS MD BROOKS S 0.00 40.00 X 0 448077 60887 KOCH MARK B 0.00 40.00 X 0 289086 16795 SCHILMOELLER ALAN R 40.00 0.00 X 189498 0 15968 NESSE MD ROBERT E 0.00 40.00 X 0 688141 18683 STEVENS JEFFREY J 40.00 0.00 X 195158 0 50972 MCNAMARA MICHAEL J 40.00 0.00 X 341572 0 63886 CAGIN DO CHARLES R 0.00 40.00 X 0 712327 16289 MEYERS MD MICHAEL S 0.00 40.00 X 0 635582 20604 PAMULAPATI MD KRISHNA M 0.00 40.00 X 0 567798 59146 SINGH MD MANDEEP 0.00 40.00 X 0 640718 22104 TAK MD TAHIR 0.00 40.00 X 0 641823 65825 13234346 9735175 2903403 1116 1 1 0 STRUCTURE TONE 1050 WALL ST W LYNDHURST NJ 07071 CONSTRUCTION 34499058 GILBANE BUILDING COMPANY-KNUTSON CONSTRU 7 JACKSON WALKWAY PROVIDENCE RI 02903 CONSTRUCTION 28310483 PEOPLECLICK INC 9425 N MACARTHUR BLVD IRVING TX 75063 HR SERVICES 24001135 HUNT CONSTRUCTION GROUP INC 6720 N SCOTTSDALE RD STE 300 SCOTTSDALE AZ 85253 CONSTRUCTION 22859838 SODEXO SERVICES INC PO BOX 536922 ATLANTA GA 30353 FOOD SERVICES 20344173 878 4692568 13398 4705966 SUPPORT SERVICES 561000 830289475 822830475 7459000 PHARMACY REVENUE 446110 159370433 158356843 1013590 HEALTH INFORMATION REV 511190 56864515 46960155 9421645 482715 ROYALTY REVENUE 541900 28659046 27585388 1073658 MEDICAL PRODUCT SALES 446199 13429241 10564139 2865102 1088612710 2517527 -425 2517952 1648416 704804 943612 943612 943612 14540 0 14540 14540 MISC REVENUE 900099 1617466 988345 428885 200236 MAYO MEDICAL TRANSPORT 621990 957541 261276 696265 MISC CONSULTING 541610 400214 400214 182494 153511 28983 3157715 1099952070 1067700132 23386917 4159055 X 26175 26175 12517 12517 11941575 11941575 1392067 1392067 426576380 426576380 69966304 69966304 24631296 24631296 32121647 32121647 471665 471665 4718382 4718382 1680170 1680170 1436439 1436439 454 454 116653817 116653817 7804949 7804949 169179167 169179167 69035593 69035593 10317474 10317474 47798029 47798029 9132140 9132140 504387 504387 1196 1196 64428457 64428457 350 350 UBI TAXES 4371035 4371035 EMPLOYEE RELATED 5418042 5418042 BAD DEBT EXPENSE 1440495 1440495 MISC. EXPENSE 1271206 1271206 1460792 -60450675 61340200 571267 1083792200 1017509698 65711235 571267 61451785 344799962 52742224 25055653 47770817 44960327 194861015 194828369 30370547 31107578 28879121 32869708 710232226 533582911 182183624 176649315 2660070 3502264 31932907 30487172 736389387 712405579 1369241497 1596665927 674416326 760002516 13764206 11176098 575116337 695180922 1263296869 1466359536 X 98684474 122735767 4954880 5228003 2305274 2342621 105944628 130306391 1369241497 1596665927 16159870 8201893 0 X 0 1 X 1 0 X 1031520 2770435 4161728 4705966 12669649 258925047 617391814 719508061 954588081 1067700132 3618113135 259956567 617391814 722278496 958749809 1072406098 3630782784 0 0 0 3630782784 11794270 3731267 1670909 1966965 2517952 21681363 967146 1225483 6226296 5097732 13516657 11794270 4698413 2896392 8193261 7615684 35198020 3570624 4435698 1449009 1228907 697491 11381729 275321461 626525925 726623897 968171977 1080719273 3677362533 0.98730 0.98290 0.00960 0.01230 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: SUPPORT SERVICES - 2008 AMOUNT: $ 3,570,624. 2009 AMOUNT: $ 4,435,698. 2010 AMOUNT: $ 560,158. 2011 AMOUNT: $ 500,249. HEALTH INFORMATION - 2010 AMOUNT: $ 601,804. 2011 AMOUNT: $ 527,017. 2012 AMOUNT: $ 482,715. MISCELLANEOUS - 2010 AMOUNT: $ 287,047. 2011 AMOUNT: $ 201,641. 2012 AMOUNT: $ 200,236. FUNDRAISING - 2012 AMOUNT: $ 14,540. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 1 6855 0 1 1429584 0 1 1436439 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: MAYO CLINIC (MAYO) IS THE PARENT OF THE FILING ORGANIZATION. DURING 2012, MAYO OFFICIALS HAD MEETINGS AND CONTACTS WITH FEDERAL AND STATE GOVERNMENT OFFICIALS, INCLUDING MEMBERS OF CONGRESS, STATE LEGISLATURES, AND THEIR STAFF TO DISCUSS VARIOUS HEALTH CARE REFORM PROPOSALS AND PROPOSED MEDICARE LEGISLATION. THESE DISCUSSIONS AND MEETINGS WERE HELD IN ROCHESTER, MN AS WELL AS WASHINGTON, D.C., ST. PAUL, MN AND OTHER LOCATIONS. IN ADDITION, MAYO SENT CORRESPONDENCE TO MEMBERS, STAFF AND OTHER GOVERNMENT OFFICIALS OUTLINING MAYO'S CONCERNS AND RECOMMENDATIONS REGARDING HEALTHCARE REFORM. THE PRIMARY FOCUS OF MOST OF THESE CONTACTS WAS TO DISCUSS PRINCIPLES FOR HEALTH CARE REFORM RATHER THAN TRY TO INFLUENCE THE PASSAGE OF ANY SPECIFIC PROPOSED LEGISLATION. MAYO PROVIDES INFORMATION OR EXPRESSES ITS CONCERN TO LEGISLATIVE BODIES AND GOVERNMENT OFFICIALS ON MATTERS DIRECTLY RELATED TO HEALTH, THE DELIVERY OF HEALTH CARE AND MEDICAL EDUCATION AND/OR RESEARCH. SUCH ACTIVITY IS NORMALLY AT THE REQUEST OF A LEGISLATIVE BODY, COMMITTEE OR MEMBER. IN 2012, MAYO REPRESENTATIVES HAD SEVERAL MEETINGS WITH MEMBERS OF THE LEGISLATIVE AND EXECUTIVE BRANCHES OF GOVERNMENT TO DISCUSS ISSUES RELATING TO HEALTH CARE AND HEALTH CARE REFORM. THE MAJORITY OF EXPENSES RELATED TO LOBBYING ARE INCURRED BY MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER), AN AFFILIATED SUPPORT ORGANIZATION OF MAYO CLINIC. 2305274 37347 2342621 2369808 -64534 2305274 2397178 -27370 2369808 2312185 84993 2397178 2227967 84218 2312185 1.00000 0 1 1 10963 10415 548 701843845 533572496 168271349 8377418 8377418 176649315 DUE FROM AFFILIATES 606355170 GIFT ANNUITIES 95250138 RELOCATION HOUSES 3174646 MISC. CONTRIBUTED ASSETS 1189714 OTHER LONG TERM ASSETS 41000 THIRD PARTY TRUSTS 6394910 712405579 DUE TO AFFILIATES 691678658 DEFERRED COMPENSATION LIABILITY 3502264 695180922 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR RESEARCH AND EDUCATION PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: AT DECEMBER 31, 2012 AND 2011, THE RESERVE FOR UNRECOGNIZED TAX BENEFITS WAS NOT SIGNIFICANT, AND AS A RESULT, THERE IS NO LONGER A RESERVE FOR UNRECOGNIZED TAX BENEFITS RECORDED FOR THE FILING ORGANIZATION. CENTRAL AMERICA AND THE CARIBBEAN 0 5 TRAVEL- INTERNATIONAL CONFERENCE 7794 EAST ASIA AND THE PACIFIC 0 10 TRAVEL- INTERNATIONAL CONFERENCE 12833 EUROPE (INCLUDING ICELAND & GREENLAND) 0 24 TRAVEL- INTERNATIONAL CONFERENCE 49833 MIDDLE EAST AND NORTH AFRICA 0 8 TRAVEL- INTERNATIONAL CONFERENCE 17728 NORTH AMERICA 0 36 TRAVEL- INTERNATIONAL CONFERENCE 78468 SOUTH AMERICA 0 7 TRAVEL- INTERNATIONAL CONFERENCE 17603 SOUTH ASIA 0 14 TRAVEL- INTERNATIONAL CONFERENCE 33126 CENTRAL AMERICA AND THE CARIBBEAN 1 1 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 32132 SOUTH AMERICA 1 2 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 83651 NORTH AMERICA 1 3 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 119791 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES MANAGEMENT CONSULTING 82221 SUB-SAHARAN AFRICA 0 1 INVESTMENT 265000 CENTRAL AMERICA AND THE CARIBBEAN 0 19 SUPPLIES & SERVICES PURCHASED 66346 EAST ASIA AND THE PACIFIC 0 88 SUPPLIES & SERVICES PURCHASED 581038 EUROPE (INCLUDING ICELAND & GREENLAND) 0 342 SUPPLIES & SERVICES PURCHASED 8686975 MIDDLE EAST AND NORTH AFRICA 0 48 SUPPLIES & SERVICES PURCHASED 479077 NORTH AMERICA 0 273 SUPPLIES & SERVICES PURCHASED 4863417 RUSSIA & THE NEWLY INDEPENDENT STATES 0 4 SUPPLIES & SERVICES PURCHASED 18714 SOUTH AMERICA 0 36 SUPPLIES & SERVICES PURCHASED 207430 SOUTH ASIA 0 34 SUPPLIES & SERVICES PURCHASED 455173 SUB-SAHARAN AFRICA 0 15 SUPPLIES & SERVICES PURCHASED 157742 EAST ASIA AND THE PACIFIC 0 0 ROYALTIES EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 ROYALTIES NORTH AMERICA 0 0 ROYALTIES EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 SUPPLIES & SERVICES PURCHASED MARKETING 783227 NORTH AMERICA 0 0 SUPPLIES & SERVICES PURCHASED MARKETING 737682 1 105 2 865 3 970 249517 17587484 17837001 1 0 1 0 0 1 METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: ACCRUAL METHOD SCHEDULE F, PART I, LINE 3: SUPPLIES & SERVICES PURCHASED - AS THE PROCUREMENT COMPANY FOR MAYO CLINIC AND AFFILIATES, THE FILING ORGANIZATION PURCHASES SUPPLIES AND SERVICES FROM AROUND THE WORLD. THE AMOUNTS AND REGIONS REFLECTED IN SCHEDULE F AS "SUPPLIES & SERVICES PURCHASED" ARE BASED ON ADDRESSES PROVIDED AT TIME OF INVOICING AND IS A CONSOLIDATED NUMBER FOR ALL THE ENTITIES WHO PURCHASE THROUGH THE FILING ORGANIZATION. 1 GIFT OF LIFE INC 705 SECOND STREET SW ROCHESTER MN 55902 411495845 501(C)(3) 6125 SUPPORT EXEMPT PURPOSE THE LEUKEMIA & LYMPHOMA SOCIETY INC 1311 MAMARONECK AVE ROOM/SUITE 310 WHITE PLAINS NY 10605 135644916 501(C)(3) 5000 SUPPORT EXEMPT PURPOSE SUPPORT EXEMPT PURPOSE 2 0 SCHOLARSHIPS - MAYO SCHOOL OF HEALTH SCIENCES 13 9517 FINANCIAL ASSISTANCE - SPIRIT OF CARING AWARDS 1 3000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FILING ORGANIZATION CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY WITH PROGRAMS THAT ENHANCE THE MISSION OF THE FILING ORGANIZATION. THE FILING ORGANIZATION ONLY CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY THAT ADDRESS UNMET OR UNDER-FUNDED COMMUNITY NEEDS IN THE AREAS OF HEALTHCARE, EDUCATION, RESEARCH, DIVERSITY AND EQUALITY OF OPPORTUNITY. TRANSFERS OR GRANTS TO TAX-EXEMPT ORGANIZATIONS WILL BE USED PURSUANT TO THE POLICIES AND PROCEDURES OF THE GRANTEE ORGANIZATIONS AND TO FURTHER THE EXEMPT PURPOSES OF THE GRANTEE ORGANIZATIONS. BOTH THE FILING ORGANIZATION AND THE GRANTEE ORGANIZATION MAINTAIN ADEQUATE BOOKS AND RECORDS OF SUCH TRANSFERS OR GRANTS. NO ADDITIONAL MONITORING IS PERFORMED. X X X X X 1 1 1 1 0 0 0 0 0 0 0 LITCHY MD WILLIAM J 0 271773 0 0 0 11576 0 139 0 14998 0 298486 0 0 MATTHIAS MARK A 210743 0 0 0 771 0 23512 0 24308 0 259334 0 0 0 LINDAHL ROGER A 237384 0 0 0 1654 0 33986 0 29783 0 302807 0 0 0 BOLTON JEFFREY W 693020 0 0 0 84757 0 37595 0 21762 0 837134 0 0 0 BRIGHAM ROBERT F 0 457288 0 0 0 59328 0 246 0 23849 0 540711 0 0 HOFFMAN III HARRY N 0 540934 0 262990 0 155172 0 486975 0 28379 0 1474450 0 262990 HOFFMAN MARY J 0 273136 0 0 0 6550 0 32745 0 28431 0 340862 0 0 MELVIN KEVIN B 0 142750 0 0 0 699 0 10306 0 32186 0 185941 0 0 SAWYER NAN B 0 371461 0 0 0 32637 0 37719 0 9744 0 451561 0 0 SCHMIDT BRADLEY D 0 317508 0 0 0 20420 0 35672 0 15571 0 389171 0 0 THOMAS GREGORY J 0 397937 0 0 3944 60447 1 88 0 9070 3945 467542 0 0 VAN NURDEN STEVEN P 105900 0 0 0 15882 0 28367 0 14404 0 164553 0 0 0 ESTES DANIEL D 162730 0 0 0 2269 0 24093 0 6480 0 195572 0 0 0 GOLDMAN DANIEL S 200635 0 0 0 1063 0 23224 0 25127 0 250049 0 0 0 BROWN MICHAEL E 202903 0 0 0 743 0 22656 0 10769 0 237071 0 0 0 BROWN WILLIAM A 208775 0 0 0 1597 0 35696 0 21229 0 267297 0 0 0 LOHKAMP CHRISTIE A 211703 0 0 0 502 0 21863 0 11179 0 245247 0 0 0 OTTE KIMBERLY K 212712 0 0 0 1108 0 21376 0 21174 0 256370 0 0 0 HUBERT SHERRY L 240635 0 0 0 654 0 27239 0 21937 0 290465 0 0 0 HERBERT DAVID P 254445 0 0 0 1597 0 34944 0 29112 0 320098 0 0 0 FROISLAND JEFFREY R 257441 0 0 0 1196 0 26083 0 12720 0 297440 0 0 0 FRANCIS JAMES R 311297 0 0 0 15050 0 34432 0 24092 0 384871 0 0 0 OVIATT JONATHAN J 486490 0 0 0 69288 0 39892 0 22664 0 618334 0 0 0 WEIS SHIRLEY A 820314 0 0 0 151291 0 44546 0 14477 0 1030628 0 0 0 JORGENSEN STEVEN C 34204 243955 0 0 1528 22129 3666 27299 2576 20694 41974 314077 0 0 BENGALI ABDUL R 93094 0 0 0 419339 0 40 0 8115 0 520588 0 0 0 MENKOSKY PAULA E 197106 128712 0 0 53542 900 17790 9200 15713 7891 284151 146703 0 0 ROSS CHRISTOPHER J 200824 0 0 0 661 0 0 0 6868 0 208353 0 0 0 ROTTY BRIAN W 219763 0 0 0 2812 0 24572 0 25392 0 272539 0 0 0 LANGSTRAAT HARLAN J 233752 0 0 0 2045 0 38508 0 15254 0 289559 0 0 0 COLLINS CRAIG C 234704 0 0 0 1592 0 31423 0 29002 0 296721 0 0 0 CROFT CHERYL R 239176 0 0 0 940 0 33024 0 22110 0 295250 0 0 0 CRANMER JOHN P 251574 0 0 0 6903 0 140 0 14875 0 273492 0 0 0 GROSSET JESSICA A 266981 0 0 0 7423 0 67 0 23604 0 298075 0 0 0 RYAN MICHAEL J 269616 0 0 0 1068 0 20731 0 27897 0 319312 0 0 0 MCNEILL STEVEN L 288705 0 0 0 12005 0 26535 0 22980 0 350225 0 0 0 LA FORGIA JOHN M 290315 0 0 0 13557 0 40012 0 13379 0 357263 0 0 0 RAGSDALE JILL M 434327 0 0 0 13953 0 24994 0 22604 0 495878 0 0 0 NOSEWORTHY MD JOHN H 1400539 0 0 0 291790 0 40843 0 15027 0 1748199 0 0 0 BRODERSEN MD MARK P 0 516481 0 0 1888 98135 139 45254 0 30818 2027 690688 0 0 FOGELSON MD JEREMY L 161476 201810 50000 0 193 25985 0 0 6010 8094 217679 235889 0 0 CALAMIA MD KENNETH T 203589 149241 0 0 22420 5304 27009 18469 9423 9617 262441 182631 0 0 LETTIERI MD SALVATORE C 396777 72512 0 0 48042 266 24839 4064 18703 2904 488361 79746 0 0 TRASTEK MD VICTOR F 720852 0 0 0 146855 0 43418 0 17305 0 928430 0 0 0 ANDERSON JAMES G 0 249583 0 0 0 14004 0 0 0 16451 0 280038 0 0 EDWARDS MD BROOKS S 0 394110 0 0 0 53967 0 29845 0 31042 0 508964 0 0 KOCH MARK B 0 279804 0 0 0 9282 0 322 0 16473 0 305881 0 0 SCHILMOELLER ALAN R 134281 0 0 0 55217 0 0 0 15968 0 205466 0 0 0 NESSE MD ROBERT E 0 593641 0 0 0 94500 0 0 0 18683 0 706824 0 0 STEVENS JEFFREY J 194346 0 0 0 812 0 22206 0 28766 0 246130 0 0 0 MCNAMARA MICHAEL J 317471 0 0 0 24101 0 47784 0 16102 0 405458 0 0 0 CAGIN DO CHARLES R 0 610546 0 0 0 101781 0 0 0 16289 0 728616 0 0 MEYERS MD MICHAEL S 0 570339 0 0 0 65243 0 0 0 20604 0 656186 0 0 PAMULAPATI MD KRISHNA M 0 508338 0 0 0 59460 0 38542 0 20604 0 626944 0 0 SINGH MD MANDEEP 0 550780 0 0 0 89938 0 0 0 22104 0 662822 0 0 TAK MD TAHIR 0 584329 0 0 0 57494 0 42703 0 23122 0 707648 0 0 PART I, LINE 1A IN 2012, SEVERAL OF THE LISTED PERSONS OF THE FILING ORGANIZATION SERVED ON THE BOARD OF TRUSTEES FOR MAYO CLINIC (THE PARENT COMPANY OF THE FILING ORGANIZATION) AND WERE PROVIDED TRAVEL FOR COMPANIONS SO THAT SPOUSES COULD ACCOMPANY THEM TO THE SITE OF THE MAYO CLINIC BOARD OF TRUSTEE MEETINGS. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION AND IS ORDINARILY GROSSED-UP. DURING A REVIEW OF SOME COMPENSATION ITEMS, IT WAS REALIZED THAT SOME SMALL AMOUNTS OF REIMBURSED EXPENSES ESCAPED TAXATION IN PRIOR YEARS. THE CORRECTIONS WERE MADE IN 2012 AND PAYMENTS OF THE TAX IMPACT WERE TREATED AS TAXABLE COMPENSATION. THE FOLLOWING INDIVIDUAL WAS IMPACTED: JOHN H.NOSEWORTHY M.D. SEVERAL OF THE LISTED PERSONS FOR THE FILING ORGANIZATION RECEIVED AN AWARD OR OTHER TANGIBLE RECOGNITION THAT WAS TREATED AS TAXABLE COMPENSATION. PURSUANT TO INSTITUTIONAL POLICIES, CERTAIN SUCH AWARDS MAY HAVE A TAX GROSS-UP APPLIED IN ORDER NOT TO DIMINISH THE RECOGNITION AND CELEBRATORY NATURE OF THE AWARD. THE PERSONAL SERVICES THAT WERE PROVIDED ARE INCOME TAX PREPARATION SERVICES THAT ARE AVAILABLE TO ALL VOTING STAFF OF MAYO CLINIC. SEVERAL OF THE CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES LISTED ON THIS RETURN RECEIVED THIS SERVICE, WHICH WAS TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS. THE SUBMISSION OF A RECEIPT IS NOT REQUIRED AS THE BENEFIT IS PAID DIRECTLY TO THE VENDOR. MARK BRODERSEN, GREGORY THOMAS AND MICHAEL MCNAMARA EACH RECEIVED A HOUSING ALLOWANCE WHILE TEMPORARILY ASSIGNED TO OTHER POSITIONS WITHIN THE ENTERPRISE. THE PAYMENTS WERE INCLUDED IN TAXABLE INCOME AND WERE GROSSED UP. PART I, LINES 4A-B THIS ENTITY OR ITS AFFILIATE HAS A SUPPLEMENTAL RETIREMENT PLAN (SRP) DESIGNED TO ROUGHLY APPROXIMATE AN EXTENSION OF THE BENEFITS UNDER THE MAYO PENSION PLAN TO INCOME ABOVE THE INTERNAL REVENUE CODE QUALIFIED PLAN LIMIT IN SECTION 401(A)(17). STARTING JANUARY 1, 2011, ALL SRP BENEFITS ARE PAID AS AN ANNUAL TAXABLE CASH PAYMENT. THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). ANDERSON, JAMES G. $ 8,400 BENGALI, ABDUL R. $ 31,295 BOLTON, JEFFREY W. $ 80,495 BRIGHAM, ROBERT F. $ 55,113 BRODERSEN M.D., MARK P. $ 76,015 CAGIN D.O., CHARLES R. $ 94,688 CALAMIA M.D., KENNETH T. $ 3,492 CRANMER, JOHN P. $ 1,023 EDWARDS M.D., BROOKS S. $ 50,902 FRANCIS, JAMES R. $ 12,794 FROISLAND, JEFFREY R. $ 463 GROSSET, JESSICA A. $ 4,163 HOFFMAN III, HARRY N. $151,234 HOFFMAN, MARY J. $ 5,541 JORGENSEN, STEVEN C. $ 6,239 KOCH, MARK B. $ 8,013 LA FORGIA, JOHN M. $ 10,942 LETTIERI M.D., SALVATORE C. $ 45,986 LITCHY M.D., WILLIAM J. $ 6,672 MCNAMARA, MICHAEL J. $ 15,419 MCNEILL, STEVEN L. $ 10,942 MENKOSKY, PAULA E. $ 7,689 MEYERS M.D., MICHAEL S. $ 63,492 NESSE M.D., ROBERT E. $ 85,127 NOSEWORTHY M.D., JOHN H. $271,361 OVIATT, JONATHAN J. $ 65,197 PAMULAPATI M.D., KRISHNA M. $ 54,718 RAGSDALE, JILL M. $ 12,148 SAWYER, NAN B. $ 29,745 SCHILMOELLER, ALAN R. $ 32,405 SCHMIDT, BRADLEY D. $ 18,459 SINGH M.D., MANDEEP $ 62,101 TAK M.D., TAHIR $ 51,312 THOMAS, GREGORY J. $ 39,049 TRASTEK M.D., VICTOR F. $133,194 WEIS, SHIRLEY A. $145,708 THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT (TOTAL INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(I)): ABDUL R. BENGALI $ 358,000. SUPPLEMENTAL INFORMATION PART III PART I, LINE 3: THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE CORE 990 PART VI SECTION B LINE 15 FOR FURTHER INFORMATION REGARDING THE PROCESS UTILIZED. COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. LINDAHL ANNE FAMILY MEMBER OF ROGER LINDAHL, OFFICER 49625 EMPLOYMENT COMPENSATION 0 BRIGHAM ANDREW FAMILY MEMBER OF ROBERT BRIGHAM, OFFICER 52892 EMPLOYMENT COMPENSATION 0 SMITH JILL A FAMILY MEMBER OF GREGORY WARNER, OFFICER 241524 EMPLOYMENT COMPENSATION 0 CRANMER CAROL FAMILY MEMBER OF JOHN CRANMER, KEY EMPLOYEE 22757 EMPLOYMENT COMPENSATION 0 SMITH SARA N FAMILY MEMBER OF KEVIN MELVIN, OFFICER 76102 EMPLOYMENT COMPENSATION 0 MAYO COLLABORATIVE SERVICES INC BOARD MEMBER / OFFICER OVERLAP 11557617 EMPLOYEE BENEFIT ALLOCATIONS & COST TRANSFERS 0 MMSI INC BOARD MEMBER / OFFICER OVERLAP 6225285 EMPLOYEE BENEFIT ALLOCATIONS, SERVICES, & COST TRANSFERS 0 VHA UPPER MIDWEST (OWNED BY VHA) BOARD MEMBER / OFFICER OVERLAP 36437030 REVENUE & REBATES $22,795,198 UMCSC SERVICE PAYMENTS $6,516,147 UMCSC OWNERSHIP FEES $1,590,295 MEMBER FEES & PURCHASED SERVICES 5,535,390 0 MAYO CLINIC GBS MAURITIUS BOARD MEMBER / OFFICER OVERLAP 300000 TRANSFER OF ASSETS 0 RESOUNDANT INC BOARD MEMBER / OFFICER OVERLAP 795000 TRANSFER OF ASSETS 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: MENKOSKY, PAULA E. THOMAS, GREGORY J. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: BROWN, MICHAEL E. FROISLAND, JEFFREY R. MENKOSKY, PAULA E. THOMAS, GREGORY J. THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: BRIGHAM, ROBERT F. BRODERSEN M.D., MARK P. CALAMIA M.D., KENNETH T. HOFFMAN, MARY J. JORGENSEN, STEVEN C. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: BRIGHAM, ROBERT F. CALAMIA M.D., KENNETH T. CROFT, CHERYL R. HOFFMAN, MARY J. JORGENSEN, STEVEN C. THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: FOGELSON M.D., JEREMY L. HOFFMAN III, HARRY N. LETTIERI M.D., SALVATORE C. LITCHY M.D., WILLIAM J. MELVIN, KEVIN B. SAWYER, NAN B. SCHMIDT, BRADLEY D. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: BOLTON, JEFFREY W. BRIGHAM, ROBERT F. BROWN, WILLIAM A. FRANCIS, JAMES R. FROISLAND, JEFFREY R. GROSSET, JESSICA A. HOFFMAN III, HARRY N. HUBERT, SHERRY L. NOSEWORTHY M.D., JOHN H. OVIATT, JONATHAN J. SAWYER, NAN B. SCHMIDT, BRADLEY D. THOMAS, GREGORY J. WEIS, SHIRLEY A. JEFFREY W. BOLTON, DANIEL S. GOLDMAN, DAVID P. HERBERT, ROGER A. LINDAHL, MARK A. MATTHIAS, AND JONATHAN J. OVIATT HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO HOLDING COMPANY, A RELATED TAXABLE ENTITY. JEFFREY W. BOLTON, CRAIG C. COLLINS, DAVID P. HERBERT, WILLIAM J. LITCHY M.D., MARK A. MATTHIAS, JONATHAN J. OVIATT, AND BRIAN W. ROTTY HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MMSI, INC., A RELATED TAXABLE ENTITY. JEFFREY W. BOLTON AND DANIEL D. ESTES HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF RESOUNDANT, INC., A RELATED TAXABLE ENTITY. JEFFREY R. FROISLAND, DAVID P. HERBERT, MARK A. MATTHIAS AND NAN B. SAWYER HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO COLLABORATIVE SERVICES, INC., A RELATED TAXABLE ENTITY. JEFFREY R. FROISLAND, HARRY N. HOFFMAN III, AND JONATHAN J. OVIATT HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO INSURANCE COMPANY LIMITED., A RELATED TAXABLE ENTITY. JEFFREY R. FROISLAND, PAULA E. MENKOSKY, AND GREGORY J. THOMAS HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION, A RELATED TAXABLE ENTITY. ROGER A. LINDAHL AND CHRISTIE A. LOHKAMP HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO CLINIC GBS MAURITIUS, A RELATED TAXABLE ENTITY. FORM 990, PART VI, SECTION A, LINE 3 MAYO CLINIC, MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH, AND OTHER RELATED COMPANIES PROVIDE MANAGEMENT SERVICES TO THE ENTIRE SYSTEM OF ENTITIES. SINCE THE ENTITIES ARE RELATED ORGANIZATIONS, COMPENSATION FOR THE OFFICERS, DIRECTORS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES HAS BEEN DISCLOSED IN PART VII AND SCHEDULE J AS REQUIRED. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER IS MAYO CLINIC. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS OF MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH ARE DESIGNATED BY THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN TRANSACTIONS REQUIRE APPROVAL BY THE MEMBER BEFORE ACTION CAN BE TAKEN SUCH AS AMENDMENT TO THE ARTICLES AND BYLAWS, MERGER, OR OTHER RESTRUCTURING, AND INCURRENCE OF DEBT. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT AND IS REVIEWED BY THE TAX DIRECTOR. PRIOR TO ITS REVIEW AND APPROVAL BY THE BOARD MEMBERS, THE FORM 990 IS REVIEWED BY AN OFFICER OF THE FILING ORGANIZATION. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE FILING ORGANIZATION'S GOVERNING BODY VIA U.S. MAIL, E-MAIL, OR DISTRIBUTION AT A BOARD MEETING. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C MAYO CLINIC AND ITS AFFILIATES HAVE A COMPREHENSIVE CONFLICT OF INTEREST POLICY APPLICABLE TO ALL OF THE AFFILIATED ENTITIES AND TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES OF THOSE ENTITIES. ALL CURRENT AND FORMER OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES WHO WE ANTICIPATE WILL BE LISTED ON A FORM 990 ARE ASKED TO COMPLETE AN "ANNUAL TAX AND COMPLIANCE DISCLOSURE" FORM. THIS INFORMATION IS REVIEWED BY BOTH THE CORPORATE TAX DEPARTMENT AND THE OFFICE OF CONFLICT OF INTEREST REVIEW. ALL DISCLOSURES OF CURRENT OR PROPOSED ACTIVITY THAT REQUIRE ACTION UNDER THE POLICY ARE THE SUBJECT OF ONGOING REVIEW AND ACTION THROUGH THE OFFICE OF CONFLICT OF INTEREST REVIEW AND THE CONFLICT OF INTEREST REVIEW BOARD. INVOLVED INDIVIDUALS ARE INFORMED OF ALL REQUIRED ACTION. MANY TYPES OF RELATIONSHIPS THAT COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED. OTHER TYPES OF RELATIONSHIPS ARE PERMITTED SUBJECT TO COMPLIANCE WITH THE MANAGEMENT PLAN ESTABLISHED BY THE CONFLICT OF INTEREST REVIEW BOARD. A COMMON MANAGEMENT STRATEGY FOR PERMITTED ACTIVITIES IS TO REQUIRE BILATERAL RECUSAL AND APPROPRIATE DOCUMENTATION IN THE MINUTES OF MAYO CLINIC (AND/OR AFFILIATE) AND THE OUTSIDE ENTITY. ADDITIONAL CONFLICT OF INTEREST POLICIES AND PROCEDURES EXIST FOR CERTAIN ENTITIES CONCERNING RESEARCH CONTRACTS AND OTHER TYPES OF POTENTIAL CONFLICTS. THE FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. MAYO CLINIC AND ITS AFFILIATES HAVE A COORDINATED PROCESS FOR REVIEWING AND APPROVING COMPENSATION AND BENEFITS FOR PHYSICIANS AND ADMINISTRATIVE LEADERSHIP. THE FOLLOWING INDEPENDENT APPROVAL PROCESS OCCURS ANNUALLY IN THE FALL FOR THE NEXT YEAR'S COMPENSATION. THE SALARIES OF THE PRESIDENT AND VICE PRESIDENT WERE REVIEWED BY THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE AND/OR THE MAYO CLINIC GOVERNANCE COMMITTEE PURSUANT TO THE PROCESS DESCRIBED BELOW FOR PHYSICIAN AND ADMINISTRATIVE LEADERSHIP. THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE INITIALLY REVIEWS THE COMPENSATION OF PHYSICIANS AND ADMINISTRATIVE LEADERSHIP FOR THE ARIZONA, FLORIDA, AND ROCHESTER, MINNESOTA CAMPUSES. THE COMMITTEE IS COMPRISED OF MAYO EMPLOYEES, BUT IS INDEPENDENT FOR INTERNAL REVENUE CODE 4958 FOR THE INDIVIDUALS WHOSE SALARY IS REVIEWED (WITH RECUSAL WHERE APPROPRIATE). FOR THOSE INDIVIDUALS FOR WHICH THIS COMMITTEE CAN NOT SERVE AS THE INDEPENDENT REVIEW, THEIR COMPENSATION AND BENEFITS ARE REVIEWED BY THE GOVERNANCE COMMITTEE (DESCRIBED BELOW). THE SALARY AND BENEFITS COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. THE MAYO CLINIC COMMITTEE ON OFFICER SUCCESSION, COMPENSATION, AND GOVERNANCE (GOVERNANCE COMMITTEE) IS COMPRISED OF SEVEN OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. THIS GROUP REVIEWS THE COMPENSATION AND BENEFITS FOR PHYSICIANS FROM ALL CAMPUSES, INCLUDING THE MAYO CLINIC HEALTH SYSTEM LOCATIONS, AS WELL AS CERTAIN SENIOR ADMINISTRATIVE AND EXECUTIVE LEADERSHIP (INCLUDING ALL PERSONS BELIEVED TO BE DISQUALIFIED PERSONS AS DEFINED FOR PURPOSES OF IRC SECTION 4958). THIS PROCESS ESTABLISHES ACCEPTABLE RANGES FOR VARIOUS POSITIONS, LEVELS, AND SPECIALTIES. THE COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. IN ADDITION, THE GOVERNANCE COMMITTEE DIRECTLY RETAINS AN INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANT TO PROVIDE RELEVANT, CONTEMPORANEOUS BENCHMARK INFORMATION FOR A SMALL GROUP OF SENIOR PHYSICIAN, ADMINISTRATIVE, AND EXECUTIVE LEADERSHIP POSITIONS FOR WHICH AN INDIVIDUALIZED REVIEW AND RECOMMENDATION IS MADE. FORM 990, PART VI, SECTION C, LINE 19 THE FILING ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND ALSO ON THE MAYOCLINIC.ORG WEBSITE. OTHER FEES FORM 990, PART IX, LINE 11G IC PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 25,336,694. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,336,694. OTHER PURCHASED SERVICES : PROGRAM SERVICE EXPENSES 91,317,123. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,317,123. IN REGARDS TO FILING CERTAIN FOREIGN FORMS SCHEDULE F, PART IV, LINES 3, 5, & 6 DISCLOSURE STATEMENT RELATED TO FORMS 8865: UNDER THE CONSTRUCTIVE OWNERSHIP RULES OF IRC SECTIONS 958(A) AND (B), THE TAXPAYER IS REQUIRED TO FILE FORMS 8865, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS, AS A CATEGORY 2 AND 3 FILER. THESE FILING REQUIREMENTS ARE OR WILL BE SATISFIED THROUGH THE FILING OF FORMS 8865 FOR THESE PARTNERSHIPS BY OTHER U.S. TAXPAYERS IDENTIFIED BELOW WHO HAVE THE SAME FILING REQUIREMENT. TAXPAYER NAME: MAYO CLINIC ADDRESS: 200 FIRST STREET SW, ROCHESTER, MN 55905 ID NUMBER OF U.S. TAX RETURN WITH WHICH FORM 8865 WAS FILED: 41-6011702 IRS SERVICE CENTER WHERE U.S. TAX RETURN WAS OR WILL BE FILED: E-FILED BLOOMER LAKEVIEW INC 2110 DUNCAN ROAD BLOOMER WI 54724 391450617 LOW INCOME HOUSING WI 501(C)(3) 7 MCHS--CHIPPEWA VALLEY INC 1 CHARTERHOUSE INC 200 FIRST STREET SW ROCHESTER MN 55905 411405254 RETIREMENT LIVING CENTER MN 501(C)(3) 9 MAYO CLINIC 1 FRANCISCAN SKEMP FOUNDATION OF ARCADIA INC 464 SOUTH ST JOSEPH AVENUE ARCADIA WI 54612 391322480 FUNDRAISING FOUNDATION WI 501(C)(3) 9 MCHS--FRANCISCAN HEALTHCARE INC 1 GOLD CROSS AMBULANCE SERVICE 200 FIRST STREET SW ROCHESTER MN 55905 411917516 AMBULANCE SERVICE MN 501(C)(3) 9 MFMER 1 LUTHER LAKESIDE APARTMENTS INC PO BOX 1510 EAU CLAIRE WI 54702 391409024 LOW INCOME HOUSING FOR ELDERLY WI 501(C)(3) 9 MCHS--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 PATIENT CARE - CLINIC MN 501(C)(3) 9 N/A 1 MAYO CLINIC -- METHODIST HOSPITAL 200 FIRST STREET SW ROCHESTER MN 55905 410739106 HOSPITAL MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC -- SAINT MARYS HOSPITAL 200 FIRST STREET SW ROCHESTER MN 55905 410944601 HOSPITAL MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC ARIZONA 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 860800150 HOSPITAL AND CLINIC AZ 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC FLORIDA (A NONPROFIT CORPORATION) 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 590714831 HOSPITAL FL 501(C)(3) 3 MAYO CLINIC JACKSONVILLE 1 MAYO CLINIC HEALTH SYSTEM IN WAYCROSS INC 1900 TEBEAU STREET WAYCROSS GA 31501 581667166 HOSPITAL GA 501(C)(3) 3 MAYO CLINIC JACKSONVILLE 1 MAYO CLINIC HEALTH SYSTEM--ALBERT LEA 1000 FIRST DRIVE NW AUSTIN MN 55912 411404075 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--AUSTIN 1000 FIRST DRIVE NW AUSTIN MN 55912 410695606 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--AUSTIN FOUNDATION 1000 FIRST DRIVE NW AUSTIN MN 55912 300107471 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--AUSTIN 1 MAYO CLINIC HEALTH SYSTEM--CANNON FALLS 1116 WEST MILL STREET CANNON FALLS MN 55009 204156428 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--CHIPPEWA VALLEY INC 1501 THOMPSON STREET BLOOMER WI 54724 390980343 HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE CLINIC INC 733 W CLAIREMONT AVE PO BOX 1510 EAU CLAIRE WI 54702 391735831 PATIENT CARE - CLINIC WI 501(C)(3) 3 MAYO CLINIC 0 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE FOUNDATION INC 733 W CLAIREMONT AVE PO BOX 1510 EAU CLAIRE WI 54702 391633407 GRANTMAKING FOUNDATION WI 501(C)(3) 11-I MCHS--EAU CLAIRE CLINIC INC 0 MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC 1221 WHIPPLE STREET EAU CLAIRE WI 54703 390813418 HOSPITAL WI 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--FAIRMONT 800 MEDICAL CENTER DRIVE PO BOX 800 FAIRMONT MN 56031 410760836 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION INC 700 WEST AVE SOUTH LA CROSSE WI 54601 391186647 FUNDRAISING FOUNDATION WI 501(C)(3) 7 MCHS--FRANCISCAN HEALTHCARE INC 1 MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION-SPARTA INC 310 WEST MAIN STREET SPARTA WI 54656 391423234 FUNDRAISING FOUNDATION WI 501(C)(3) 9 MCHS--FRANCISCAN HEALTHCARE INC 1 MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE INC 700 WEST AVE SOUTH LA CROSSE WI 54601 391411999 HEALTHCARE SYSTEM PARENT WI 501(C)(3) 11-I MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC 700 WEST AVE SOUTH LA CROSSE WI 54601 390806374 HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--FRANCISCAN HEALTHCARE INC 1 MAYO CLINIC HEALTH SYSTEM--HOME HEALTH & HOSPICE INC PO BOX 2060 EAU CLAIRE WI 54702 391491516 HOME HEALTH AND HOSPICE CARE WI 501(C)(3) 9 MCHS--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC HEALTH SYSTEM--LAKE CITY 500 WEST GRANT STREET LAKE CITY MN 55041 411906820 HOSPITAL MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--MANKATO 1025 MARSH STREET MANKATO MN 56002 411236756 HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--MANKATO HEALTH CARE FOUNDATION 1025 MARSH STREET MANKATO MN 56002 411663357 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--MANKATO 1 MAYO CLINIC HEALTH SYSTEM--NEW PRAGUE 301 SECOND STREET NE NEW PRAGUE MN 56071 410723639 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MAYO CLINIC HEALTH SYSTEM--NORTHLAND INC 1222 EAST WOODLAND AVENUE BARRON WI 54812 390920634 HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC HEALTH SYSTEM--OAKRIDGE INC 13025 EIGHTH STREET PO BOX 70 OSSEO WI 54758 391029430 HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC HEALTH SYSTEM--OWATONNA 134 SOUTHVIEW ST OWATONNA MN 55060 411862132 PATIENT CARE - CLINIC MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--RED CEDAR INC 2321 STOUT ROAD MENOMONIE WI 54751 510190875 HOSPITAL AND CLINIC WI 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--RED WING 701 HEWITT BOULEVARD RED WING MN 55066 411713783 PATIENT CARE SERVICES MN 501(C)(3) 3 MAYO CLINIC 1 MAYO CLINIC HEALTH SYSTEM--RED WING HOME HEALTH & HOSPICE 701 HEWITT BOULEVARD RED WING MN 55066 411539756 HOME HEALTHCARE SERVICES MN 501(C)(3) 7 MCHS--RED WING 1 MAYO CLINIC HEALTH SYSTEM--SPRINGFIELD 625 NORTH JACKSON AVENUE SPRINGFIELD MN 56087 411893827 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MAYO CLINIC HEALTH SYSTEM--ST JAMES 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 410797368 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MAYO CLINIC HEALTH SYSTEM--ST JAMES HEALTH CARE FOUNDATION 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 411444129 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--ST JAMES 1 MAYO CLINIC HEALTH SYSTEM--SUPPORTIVE HOMECARE INC PO BOX 2060 EAU CLAIRE WI 54702 391686673 HOME HEALTH CARE WI 501(C)(3) 9 MCHS--EAU CLAIRE HOSPITAL INC 1 MAYO CLINIC HEALTH SYSTEM--WASECA 501 NORTH STATE STREET WASECA MN 56093 363606405 HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO 1 MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 593337028 PATIENT CARE - CLINIC FL 501(C)(3) 7 MAYO CLINIC 1 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 200 FIRST STREET SW ROCHESTER MN 55905 411506440 CHARITABLE, EDUCATIONAL & SCIENTIFIC ACTIVITIES MN 501(C)(3) 9 MAYO CLINIC 1 MAYO KLINIK STIFTUNG 60486 FRANKFURT AM MAIN FRANKFURT GM FUNDRAISING FOUNDATION GM MFMER 1 MILES AND SHIRLEY FITERMAN ENDOWMENT FUND FOR DIGESTIVE DISEASES 200 FIRST STREET SW ROCHESTER MN 55905 412020392 SUPPORT RESEARCH, PRACTICE & EDUCATION MN 501(C)(3) 11-I MAYO CLINIC 1 POVERELLO FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 411494881 FUNDRAISING FOUNDATION MN 501(C)(3) 7 MAYO CLINIC -- SAINT MARYS HOSPITAL 1 RED WING SEMINARY HOME 701 HEWITT BOULEVARD RED WING MN 55066 411263419 RESIDENT CARE AND HOUSING MN 501(C)(3) 9 MCHS--RED WING 1 SATILLA HEALTH MANAGEMENT INC 1900 TEBEAU STREET WAYCROSS GA 31501 581717889 HEALTHCARE SERVICES GA 501(C)(3) 3 MCHS IN WAYCROSS INC 1 THE DOWNTOWN PLAZA 701 HEWITT BOULEVARD RED WING MN 55066 411532554 ELDERLY HOUSING MN 501(C)(3) 9 MCHS--RED WING 1 FRANKLIN HEATING STATION 119 THIRD ST SW ROCHESTER MN 55902 410264830 UTILITY MN N/A PHYSICIAN SOFTWARE SYSTEMS LLC 3333 WARRENVILLE ROAD SUITE 200 LISLE IL 60532 453414836 HEALTHCARE RELATED SOFTWARE IL MFMER UNRELATED -486149 3727925 0 0 0.51280 HEALTH TRADITION HEALTH PLAN 1808 EAST MAIN STREET ONALASKA WI 54650 391545987 MEDICAL SERVICES COMPANY WI N/A C 1 LOBSS NETWORK SUPPORT 2002 INC 200 FIRST STREET SW ROCHESTER MN 55905 481276150 ADMINISTRATIVE SERVICES MN N/A C 1 MAYO CLINIC GBS MAURITIUS 2ND FLOOR EBENE MEWS 57 EBENE CYBERCITY MP HEALTHCARE MANAGEMENT MP MFMER C 1.00000 1 MAYO CLINIC HEALTH SYSTEM--DECORAH CLINIC PHYSICIANS 907 MONTGOMERY STREET DECORAH IA 52101 411711329 PATIENT CARE - 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