MAYO CLINIC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MAYO CLINIC (EIN 41-1405254)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-18
- IRS object ID
- 201212929349300711
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-18T10:13:08-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411405254 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTERHOUSE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 5075381297 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIRST STREET SW | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55905 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK A ENQUIST | Name |
| Title | ADMINISTRATOR/SECRETARY | Title |
| Phone | 5075381297 | Phone |
| Date Signed | 2012-10-18 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BARBARA L FREDERICK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIRST STREET SW | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55905 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23212157 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHARTERHOUSE-MAYO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | RETIREMENT LIVING CENTER | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 451 | TotalNbrEmployees |
| Total Nbr Volunteers | 49 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 54971 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7917 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21813741 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22884155 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 404117 | InvestmentIncomePriorYear |
| Investment Income Current Year | -129805 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 72422 | OtherRevenuePriorYear |
| Other Revenue Current Year | -191866 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22345251 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22570401 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12063200 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12234016 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8933713 | OtherExpensePriorYear |
| Other Expenses Current Year | 9517224 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20996913 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21751240 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1348338 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 819161 | RevenuesLessExpensesCY |
| Total Assets BOY | 46563347 | TotalAssetsBOY |
| Total Assets EOY | 51164964 | TotalAssetsEOY |
| Total Liabilities BOY | 39930212 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43726277 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6633135 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7438687 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO INSPIRE HOPE AND CONTRIBUTE TO HEALTH AND WELL-BEING BY PROVIDING THE BEST CARE TO EVERY RESIDENT SERVED BY PASSIONATE AND DEDICATED STAFF SO THAT CHARTERHOUSE IS A PREFERRED PLACE TO LIVE AND WORK. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20408054 | Expense |
| Revenue | 22886555 | Revenue |
| Description | PROGRAM SERVICE ACCOMPLISHMENTS (SEE SCH O)CHARTERHOUSE IS A RETIREMENT LIVING CENTER WHOSE PURPOSE IS TO MEET THE PHYSICAL, EMOTIONAL, RECREATIONAL, AND SIMILAR NEEDS OF ELDERLY PERSONS. CHARTERHOUSE RESIDENTS OCCUPIED 218 INDEPENDENT LIVING UNITS IN 2011. CHARTERHOUSE PROVIDES A CULTURAL ARTS ROOM, CRAFT ROOMS, FITNESS CENTER, GREENHOUSE, CHAPEL, LIBRARY, MUSIC ROOM, AND OTHER FACILITIES TO ENHANCE THE WELL-BEING OF RESIDENTS. A SECURED, YEAR-ROUND SKYWAY-SUBWAY SYSTEM LINKS CHARTERHOUSE TO THE MAYO MEDICAL CENTER CAMPUS AND THE DOWNTOWN BUSINESS COMMUNITY.CHARTERHOUSE OPERATES ON A NONDISCRIMINATORY BASIS, REGARDLESS OF RACE, COLOR, SEX, RELIGION OR NATIONAL ORIGIN.CHARTERHOUSE PROVIDES A CONTINUUM OF SERVICES TO MEET THE HEALTHCARE NEEDS OF RESIDENTS, RANGING FROM A STATE LICENSED, MEDICARE CERTIFIED 32-BED SKILLED NURSING FACILITY, CALLED THE HEALTH CENTER, TO A LICENSED CERTIFIED HOME HEALTH CARE AGENCY. THE HEALTH CENTER ACCEPTS BOTH RESIDENTS AND NONRESIDENTS FOR ITS PROGRAM. IN 2011, THE SKILLED NURSING FACILITY ADMITTED 564 PATIENTS, WITH A TOTAL OF 9,379 PATIENT DAYS. THE HOME HEALTH AGENCY IS STAFFED BY REGISTERED NURSES AND EXPERIENCED HEALTHCARE AIDES AND IT PROVIDES SERVICES TO RESIDENTS THAT HELP THEM REMAIN IN THEIR INDEPENDENT LIVING ENVIRONMENT FOR AS LONG AS POSSIBLE. SERVICES PROVIDED BY THE HOME HEALTH AGENCY PERSONNEL RANGE FROM PERSONAL GROOMING TO MEAL PREPARATION. 30,756 HOME HEALTH VISITS WERE MADE IN 2011.CHARTERHOUSE HAS A 32-BED CARE FACILITY CALLED THE SUPPORTIVE CARE CENTER LICENSED BY THE MINNESOTA DEPARTMENT OF HEALTH. IN THIS SETTING, LICENSED NURSING STAFF PROVIDE RESIDENTS 24-HOUR A DAY ASSISTANCE WITH THEIR DAILY LIVING ACTIVITIES.CHARTERHOUSE ALSO HAS A 49 UNIT RESIDENTIAL SETTING CALLED THE ASSISTED LIVING CENTER. THIS CENTER SERVES RESIDENTS WHO ARE NOT ABLE TO LIVE INDEPENDENTLY IN AN APARTMENT, BUT DO NOT REQUIRE THE SKILLED NURSING CARE PROVIDED IN THE HEALTH CENTER. PERSONAL CARE SERVICES IN THIS FACILITY ARE PROVIDED BY THE HOME HEALTH AGENCY.CHARTERHOUSE MAINTAINS CONTINUING ARRANGEMENTS WITH OTHER ORGANIZATIONS, FACILITIES, AND HEALTH PERSONNEL TO PROVIDE ACCESS TO THE SERVICES OF PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPISTS, HEARING AID AND EYEGLASS SERVICES, A GERIATRIC CONTINUITY CLINIC AND A PODIATRY CLINIC, TO MEET THE HEALTHCARE NEEDS OF ITS RESIDENTS.CHARTERHOUSE ALSO OFFERS AN ARRAY OF SUPPORT SERVICES INCLUDING ASSISTANCE WITH GROCERY SHOPPING, MEAL PREPARATION, PERSONAL LAUNDRY AND LINEN, BATHING, DRESSING, PERSONAL CORRESPONDENCE, AND AN ESCORT SERVICE TO AND FROM COMMUNITY EVENTS AND APPOINTMENTS.CHARTERHOUSE MAINTAINS IN RESIDENCE OLDER PERSONS WHO BECOME UNABLE TO PAY REGULAR CHARGES. SUCH RESIDENTS ARE ENTITLED TO REMAIN IN THEIR APARTMENTS AND TO RECEIVE CHARTERHOUSE'S NORMAL AND ROUTINE SERVICES, AS LONG AS THEY HAVE NOT WILLFULLY DISSIPATED THEIR PERSONAL ASSETS. CHARTERHOUSE MAINTAINS A BENEVOLENT CARE FUND TO ASSIST NEEDY RESIDENTS IN MEETING THEIR FINANCIAL OBLIGATION TO CHARTERHOUSE.CHARTERHOUSE WAS INVOLVED IN A RESEARCH PROJECT (ENDED AUGUST 2011) THAT COMPARED THE EFFICIENCY OF TELE-MONITORING VERSUS STANDARD CLINICAL PRACTICE FOR 200 SENIORS (100 PER ARM OF THE RANDOMIZED STUDY). THE STUDY INVOLVED COLLECTING BIO-METRIC DATA FOR SELECTED PATIENTS 7 DAYS A WEEK BY MID-LEVEL PROVIDERS AND NURSES VIA PHONE AND COMPUTER MODALITIES.UNCOMPENSATED CARECHARTERHOUSE PROVIDES A VARIETY OF FINANCIAL ASSISTANCE OPTIONS TO PATIENTS WHO MEET ESTABLISHED CRITERIA. THE MEDICARE SHORTFALL DURING 2011 WITHIN CHARTERHOUSE'S SKILLED NURSING FACILITY WAS APPROXIMATELY $1,927,509. IN ADDITION, CHARTERHOUSE PROVIDED $58,532 IN CHARITABLE ASSISTANCE TO RESIDENTS NO LONGER ABLE TO AFFORD THEIR UNITS. CHARTERHOUSE PAID $82,058 TO MNCARE - A PROGRAM THAT OFFERS HEALTHCARE ASSISTANCE TO LOW INCOME POPULATIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VOLUNTEER SERVICE - CHARTERHOUSE HAS A VOLUNTEER PROGRAM COMPRISED OF APPROXIMATELY 49 VOLUNTEERS. APPROXIMATELY 832 HOURS WERE DONATED IN 2011 (AT AN APPROXIMATE VALUE OF $18,129 BASED ON STATISTICS FROM THE INDEPENDENT SECTOR).IN ADDITION, THE RESIDENTS OF CHARTERHOUSE HAVE AN ANNUAL RUMMAGE SALE AND GIFT THE NET PROCEEDS TO LOCAL CHARITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 20408054 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 451 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE TAX UNIT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5075381297 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIRST STREET SW | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55905 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CASCINO MD TERRANCE L | ||||||
| VICE CHAIR / DIRECTOR | 1.00 | X | X | 0 | 525186 | 55799 |
| ENQUIST MARK A | ||||||
| SECRETARY / DIRECTOR | 40.00 | X | X | 0 | 161707 | 40334 |
| FREDERICK BARBARA L | ||||||
| CHAIR / DIRECTOR | 1.00 | X | X | 0 | 214420 | 14143 |
| GASTINEAU MD DENNIS A | ||||||
| DIRECTOR | 1.00 | X | 0 | 362520 | 52710 | |
| HANSEN JULIE S | ||||||
| DIRECTOR | 1.00 | X | 0 | 181664 | 43250 | |
| HOLTAN DOUGLAS J | ||||||
| DIRECTOR | 1.00 | X | 0 | 197623 | 35695 | |
| SAWYER NAN B | ||||||
| DIRECTOR | 1.00 | X | 0 | 380732 | 37650 | |
| SCHNEIDER KENNETH J | ||||||
| DIRECTOR | 1.00 | X | 0 | 271610 | 14230 | |
| WHITFORD MD KEVIN J | ||||||
| DIRECTOR | 1.00 | X | 0 | 236701 | 52068 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2532163 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 345879 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MAYO FDN FOR MEDICAL EDUCATION AND RESEA | |||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | PURCHASING AGENT | 5345549 |
| FRANKLIN HEATING STATION | |||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | OCCUPANCY | 829668 |
| MAYO CLINIC | |||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | MEDICAL SERVICES | 113613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 5322 | RelatedOrganizations |
| All Other Contributions | 2595 | AllOtherContributions |
| Total Contributions | 7917 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| NET PATIENT REVENUE | 620000 | 10706198 | 10706198 | |
| RESIDENT REVENUE | 623000 | 9316922 | 9316922 | |
| RENTAL REVENUE FROM AF | 531120 | 2373898 | 2373898 | |
| NON-RESIDENT RENTALS | 531120 | 302559 | $302,559 | |
| FOOD SERVICE REVENUE | 722210 | 173988 | 173988 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10590 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10590 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22884155 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50716 | TotalRevenueColumn |
| Exclusion | $50,716 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 180521 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -180521 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -180521 | TotalRevenueColumn |
| Exclusion | -$180,521 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 266969 | GrossSalesOfInventory |
| Cost Of Goods Sold | 461235 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -194266 | TotalRevenueColumn |
| Exclusion | -$194,266 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2400 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2400 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2400 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22570401 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22583996 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$21,512 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8475320 | Total |
| Program Services | 7752503 | ProgramServices |
| Management And General | 722817 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222253 | Total |
| Program Services | 182246 | ProgramServices |
| Management And General | 40007 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2898292 | Total |
| Program Services | 2724124 | ProgramServices |
| Management And General | 174168 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 638151 | Total |
| Program Services | 583981 | ProgramServices |
| Management And General | 54170 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4165 | Total |
| Program Services | 4165 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2655894 | Total |
| Program Services | 2407556 | ProgramServices |
| Management And General | 248338 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9943 | Total |
| Program Services | 7958 | ProgramServices |
| Management And General | 1985 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2839767 | Total |
| Program Services | 2797977 | ProgramServices |
| Management And General | 41790 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26340 | Total |
| Program Services | 24855 | ProgramServices |
| Management And General | 1485 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1388015 | Total |
| Program Services | 1378691 | ProgramServices |
| Management And General | 9324 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20388 | Total |
| Program Services | 9850 | ProgramServices |
| Management And General | 10538 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159690 | Total |
| Program Services | 133102 | ProgramServices |
| Management And General | 26588 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73685 | Total |
| Program Services | 73685 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1593185 | Total |
| Program Services | 1584136 | ProgramServices |
| Management And General | 9049 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12703 | Total |
| Program Services | 12703 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 568688 | 568688 | |
| MN CARE TAX | 82058 | 82058 | |
| EMPLOYEE RELATED | 43894 | 41510 | 2384 |
| BAD DEBT EXPENSE | 34652 | 34652 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4157 | Total |
| Program Services | 3615 | ProgramServices |
| Management And General | 542 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21751240 | Total |
| Program Services | 20408054 | ProgramServices |
| Management And General | 1343185 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3046 | BOY |
| EOY | 3199 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 400553 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1840585 | BOY |
| EOY | 1336750 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81973 | BOY |
| EOY | 83060 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48925 | BOY |
| EOY | 56427 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 41810165 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16605305 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22671698 | BOY |
| EOY | 25204860 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20251359 | BOY |
| EOY | 20222975 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1665761 | BOY |
| EOY | 3857140 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46563347 | BOY |
| EOY | 51164964 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1907629 | BOY |
| EOY | 2520197 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2632487 | BOY |
| EOY | 2629285 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31559572 | BOY |
| EOY | 31217029 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3830524 | BOY |
| EOY | 7359766 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39930212 | BOY |
| EOY | 43726277 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5784684 | BOY |
| EOY | 6565143 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195702 | BOY |
| EOY | 220437 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 652749 | BOY |
| EOY | 653107 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6633135 | BOY |
| EOY | 7438687 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46563347 | BOY |
| EOY | 51164964 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 819161 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -13609 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11511 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 971 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32009 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 54971 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7917 | CurrentTaxYear |
| Total | 107379 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18883839 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17239906 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18867375 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21549465 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20267432 | CurrentTaxYear |
| Total | 96808017 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 296802 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 264276 | CurrentTaxYearMinus1Year |
| Current Tax Year | 569528 | CurrentTaxYear |
| Total | 1130606 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18895350 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17240877 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19196186 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21868712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20844877 | CurrentTaxYear |
| Total | 98046002 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 98046002 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 935439 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 723950 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 378978 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 404117 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50716 | CurrentTaxYear |
| Total | 2493200 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 935439 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 723950 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 378978 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 404117 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50716 | CurrentTaxYear |
| Total | 2493200 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3774 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 71 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2968 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2400 | CurrentTaxYear |
| Total | 9213 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19834563 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17964827 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19575235 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22275797 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20897993 | CurrentTaxYear |
| Total | 100548415 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97510 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96590 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02480 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03400 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 10470 | BeginningBalance |
| Additions During Year | 8915 | AdditionsDuringYear |
| Distributions During Year | 9463 | DistributionsDuringYear |
| Ending Balance | 9922 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 652749 | BeginningOfYearBalance |
| Contributions | 357 | Contributions |
| End Of Year Balance | 653106 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 634014 | BeginningOfYearBalance |
| Contributions | 18735 | Contributions |
| End Of Year Balance | 652749 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 632659 | BeginningOfYearBalance |
| Contributions | 1355 | Contributions |
| End Of Year Balance | 634014 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 604833 | BeginningOfYearBalance |
| Contributions | 27826 | Contributions |
| End Of Year Balance | 632659 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1000000 | OtherCostOrOtherBasis |
| Book Value | 1000000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39631550 | OtherCostOrOtherBasis |
| Depreciation | 15774319 | Depreciation |
| Book Value | 23857231 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1178615 | OtherCostOrOtherBasis |
| Depreciation | 830986 | Depreciation |
| Book Value | 347629 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25204860 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MAYO POOLED INVESTMENTS | Description |
| Book Value | 20222975 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 20222975 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM AFFILIATES | Description |
| Book Value | 3857140 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3857140 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $7,359,766 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7359766 | TotalOfAmounts |
| Total Revenue | 22570401 | TotalRevenue |
| Total Expenses | 21751240 | TotalExpenses |
| Excess Or Deficit For Year | 819161 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -13609 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -13609 | TotalAdjustments |
| Excess Or Deficit Per FS | 805552 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 23018027 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -13609 | NetUnrealizedGainsInvestments |
| Other Revenues | 461235 | OtherRevenues |
| Revenue Not Rptd F990 | 447626 | RevenueNotRptdF990 |
| Revenue Subtotal | 22570401 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22570401 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22212475 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 461235 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 461235 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21751240 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 21751240 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 1B: | RESIDENTS MAY HAVE A PERSONAL FUND ACCOUNT AT THE CHARTERHOUSE BUSINESS OFFICE, THE FUNDS ARE KEPT IN A FINANCIAL INSTITUTION. CHARTERHOUSE MAINTAINS LEDGER SHEETS FOR EACH RESIDENT AND ALLOCATES INTEREST INCOME AND BANK EXPENSES TO ALL ACCOUNT HOLDERS AND ALSO ISSUES QUARTERLY STATEMENTS FOR REVIEW TO THE RESIDENTS. | |
| PART IV, LINE 2B: | RESIDENT SECURITY DEPOSITS AND CUSTODIAL RESIDENT ACCOUNT FOR RUMMAGE SALE. | |
| PART V, LINE 4: | THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR CHARTERHOUSE PROGRAMS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | CHARTERHOUSE RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| SALE OF INVENTORY - COST OF GOODS SOLD 461,235. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SALE OF INVENTORY - COST OF GOODS SOLD 461,235. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CASCINO MD TERRANCE L | |||||||||||||
| 0 | 423089 | 0 | 0 | 0 | 102097 | 0 | 35831 | 0 | 19968 | 0 | 580985 | 0 | 93812 |
| ENQUIST MARK A | |||||||||||||
| 0 | 160367 | 0 | 0 | 0 | 1340 | 0 | 16536 | 0 | 23798 | 0 | 202041 | 0 | 0 |
| FREDERICK BARBARA L | |||||||||||||
| 0 | 210580 | 0 | 0 | 0 | 3840 | 0 | 19 | 0 | 14124 | 0 | 228563 | 0 | 0 |
| GASTINEAU MD DENNIS A | |||||||||||||
| 0 | 337006 | 0 | 0 | 0 | 25514 | 0 | 36646 | 0 | 16064 | 0 | 415230 | 0 | 22379 |
| HANSEN JULIE S | |||||||||||||
| 0 | 180629 | 0 | 0 | 0 | 1035 | 0 | 17166 | 0 | 26084 | 0 | 224914 | 0 | 0 |
| HOLTAN DOUGLAS J | |||||||||||||
| 0 | 196320 | 0 | 0 | 0 | 1303 | 0 | 14227 | 0 | 21468 | 0 | 233318 | 0 | 0 |
| SAWYER NAN B | |||||||||||||
| 0 | 350307 | 0 | 0 | 0 | 30425 | 0 | 29622 | 0 | 8028 | 0 | 418382 | 0 | 26601 |
| SCHNEIDER KENNETH J | |||||||||||||
| 0 | 269121 | 0 | 0 | 0 | 2489 | 0 | 226 | 0 | 14004 | 0 | 285840 | 0 | 0 |
| WHITFORD MD KEVIN J | |||||||||||||
| 0 | 234904 | 0 | 0 | 0 | 1797 | 0 | 24180 | 0 | 27888 | 0 | 288769 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | THIS ENTITY OR ITS AFFILIATE HAS A SUPPLEMENTAL RETIREMENT PLAN (SRP) DESIGNED TO ROUGHLY APPROXIMATE AN EXTENSION OF THE BENEFITS UNDER THE MAYO PENSION PLAN TO INCOME ABOVE THE INTERNAL REVENUE CODE QUALIFIED PLAN LIMIT IN SECTION 401(A)(17). STARTING JANUARY 1, 2011, ALL SRP BENEFITS ARE PAID AS AN ANNUAL TAXABLE CASH PAYMENT. THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). A PORTION OF THE AMOUNT MAY BE INCLUDED IN SCHEDULE J, PART II, COLUMN (F) IF DISCLOSED ON A PRIOR YEAR'S FORM 990. TERRANCE L. CASCINO, M.D. $93,812 DENNIS A. GASTINEAU, M.D. $22,379 NAN B. SAWYER $26,601 | |
| PART III | 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. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: CASCINO M.D., TERRANCE L. SAWYER, NAN B. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDVIDUAL WHO IS ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: FREDERICK, BARBARA L. THE FOLLOWING INDIVIDUAL IS EMPLOYED BY A RELATED ORGANIZATION: SAWYER, NAN B. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDVIDUAL WHO IS ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: HANSEN, JULIE S. THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: CASCINO M.D., TERRANCE L. SAWYER, NAN B. SCHNEIDER, KENNETH J. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: CASCINO M.D., TERRANCE L. ENQUIST, MARK A. GASTINEAU M.D., DENNIS A. HOLTAN, DOUGLAS J. SAWYER, NAN B. SCHNEIDER, KENNETH J. WHITFORD M.D., KEVIN J. | |
| FORM 990, PART VI, SECTION A, LINE 3 | MAYO-AFFILIATED ENTITIES ROUTINELY DELEGATED VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO RELATED ENTITIES. | |
| 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 THIS CORPORATION MAY BE ELECTED BY THE EXECUTIVE BOARD OF MAYO CLINIC, THE SOLE CORPORATE MEMBER. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BYLAWS PROVIDE THE SOLE COPORATE MEMBER CERTAIN RESERVED POWERS IN AREAS SUCH AS OPERATIONS, CAPITAL, BUDGET, AMENDMENT OF THE ARTICLES OR BYLAWS, AND DEBT DECISIONS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM SITE ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT. IT IS THEN REVIEWED BY THE TREASURER AND FINANCE STAFF. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF CHARTERHOUSE'S GOVERNING BODY VIA US MAIL, E-MAIL, OR DISTRIBUTION AT A BOARD MEETING. HIGHLIGHTS ARE PRESENTED TO BOARD MEMBERS, AND THE REVIEW IS DOCUMENTED IN MEETING MINUTES. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | MAYO CLINIC AND ITS AFFILIATES (INCLUDING CHARTERHOUSE, INC.) 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, SECT B, LINE 15: THE FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. MAYO CLINIC AND ITS AFFILIATES HAVE A COORDINATED PROCESS FOR REVIEWING AND APPROVING COMPENSATION AND BENEFITS FOR PHYSICIANS AND ADMINISTRATIVE LEADERSHIP. IN ADDITION TO ANY REVIEW AND APPROVAL THAT MAY TAKE PLACE AT THE LOCAL ENTITY LEVEL, THE FOLLOWING INDEPENDENT APPROVAL PROCESS OCCURS ANNUALLY IN THE FALL FOR THE NEXT YEAR'S COMPENSATION. THE SALARIES OF THE BOARD CHAIR, VICE CHAIR, AND SEVERAL OF THE BOARD OF DIRECTOR MEMBERS WERE REVIEWED BY THE GOVERNANCE COMMITTEE PURSUANT TO THE PROCESS DESCRIBED BELOW FOR FLORIDA, ARIZONA, AND ROCHESTER, MN - PHYSICIAN AND ADMINISTRATION LEADERSHIP. THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE INITIALLY REVIEWS THE COMPENSATION OF PHYSICIANS AND ADMINISTRATIVE LEADERSHIP FOR THE ARIZONA, FLORIDA, AND ROCHESTER, MINNESOTA CAMPUSES. THE COMMITTEE IS COMPRISED OF MAYO EMPLOYEES, BUT IS INDEPENDENT FOR INTERNAL REVENUE CODE 4958 FOR THE INDIVIDUALS WHOSE SALARY IS REVIEWED (WITH RECUSAL WHERE APPROPRIATE). FOR THOSE INDIVIDUALS FOR WHICH THIS COMMITTEE CAN NOT SERVE AS THE INDEPENDENT REVIEW, THEIR COMPENSATION AND BENEFITS ARE REVIEWED BY THE GOVERNANCE COMMITTEE (DESCRIBED BELOW). THE SALARY AND BENEFITS COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. THE MAYO CLINIC COMMITTEE ON OFFICER SUCCESSION, COMPENSATION, AND GOVERNANCE (GOVERNANCE COMMITTEE) IS COMPRISED OF SEVEN OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. THIS GROUP REVIEWS THE COMPENSATION AND BENEFITS FOR PHYSICIANS FROM ALL CAMPUSES, INCLUDING THE MAYO CLINIC HEALTH SYSTEM LOCATIONS, AS WELL AS CERTAIN SENIOR ADMINISTRATIVE AND EXECUTIVE LEADERSHIP (INCLUDING ALL PERSONS BELIEVED TO BE DISQUALIFIED PERSONS). THIS PROCESS ESTABLISHES ACCEPTABLE RANGES FOR VARIOUS POSITIONS, LEVELS, AND SPECIALTIES. THE COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. IN ADDITION, THE GOVERNANCE COMMITTEE DIRECTLY RETAINS AN INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANT TO PROVIDE RELEVANT, CONTEMPORANEOUS BENCHMARK INFORMATION FOR A SMALL GROUP OF SENIOR PHYSICIAN, ADMINISTRATIVE, AND EXECUTIVE LEADERSHIP POSITIONS FOR WHICH AN INDIVIDUALIZED REVIEW AND RECOMMENDATION IS MADE. | ||
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FILING ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST TO CHARTERHOUSE RESIDENTS, THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO CHARTERHOUSE RESIDENTS AND FROM OLMSTED COUNTY, THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND ALSO ON THE MAYOCLINIC.ORG WEBSITE. | |
| FORM 990, PART VII, SECTION A | AVERAGE HOURS PER WEEK DEVOTED TO POSITION WITH RELATED ORGANIZATION KEVIN WHITFORD, M.D. 40.0 NAN B. SAWYER 40.0 TERRENCE L. CASCINO, M.D. 40.0 JULIE S. HANSEN 40.0 DENNIS GASTINEAU, M.D. 40.0 KENNETH SCHNEIDER 40.0 BARBARA L. FREDRICK 40.0 DOUGLAS J. HOLTAN 40.0 | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -13,609. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART VI, LINE 1 | THE BOARD OF TRUSTEES OF MAYO CLINIC, THE PARENT ENTITY OF THE MAYO CLINIC AFILIATED ENTITIES, IS COMPRISED OF MORE THAN 50% PUBLIC TRUSTEES. | INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (46 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BLOOMER LAKEVIEW INC | ||||||||||||||
| 2110 DUNCAN ROAD | BLOOMER | WI | 54724 | 391450617 | LOW INCOME HOUSING | WI | 501(C)(3) | 7 | MAYO CLINIC HEALTH SYSTEM--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 | ||||
| FOUNTAIN LAKE TREATMENT CENTER | ||||||||||||||
| 404 WEST FOUNTAIN STREET | ALBERT LEA | MN | 56007 | 411404076 | CHEMICAL DEPENDENCY TREATMENT | MN | 501(C)(3) | 3 | MAYO CLINIC HEALTH SYSTEM--ALBERT LEA | 1 | ||||
| FRANCISCAN SKEMP FOUNDATION OF ARCADIA INC | ||||||||||||||
| 464 SOUTH JOHNSON STREET | ARCADIA | WI | 54612 | 391322480 | FUNDRAISING FOUNDATION | WI | 501(C)(3) | 9 | MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE INC | 1 | ||||
| GCAS | ||||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 411917517 | AMBULANCE SERVICE | MN | 501(C)(3) | 9 | MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH | 1 | ||||
| GOLD CROSS AMBULANCE SERVICE | ||||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 411917516 | AMBULANCE SERVICE | MN | 501(C)(3) | 9 | MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH | 1 | ||||
| GOLD CROSS AMBULANCE INC | ||||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 391942957 | AMBULANCE SERVICE | MN | 501(C)(3) | 9 | MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH | 1 | ||||
| LUTHER LAKESIDE APARTMENTS INC | ||||||||||||||
| 714 SOUTH BARSTOW STREET | EAU CLAIRE | WI | 54701 | 391409024 | LOW INCOME HOUSING | WI | 501(C)(3) | 9 | MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC | 1 | ||||
| MAYO CLINIC | ||||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 416011702 | PATIENT CARE - CLINIC | MN | 501(C)(3) | 9 | MAYO CLINIC | 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 BLVD | 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--ALBERT LEA | ||||||||||||||
| 404 WEST FOUNTAIN STREET | ALBERT LEA | MN | 56007 | 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 | MAYO CLINIC HEALTH SYSTEM--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 | MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC | 1 | ||||
| MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE CLINIC INC | ||||||||||||||
| 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) | PF | MAYO CLINIC HEALTH SYSTEM--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 | MAYO CLINIC | 1 | ||||
| MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION INC | ||||||||||||||
| 700 WEST AVE SOUTH | LA CROSSE | WI | 54601 | 391186647 | FUNDRAISING FOUNDATION | WI | 501(C)(3) | 11-II | MAYO CLINIC HEALTH SYSTEM--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 | MAYO CLINIC HEALTH SYSTEM--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 | MAYO CLINIC HEALTH SYSTEM--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 | MAYO CLINIC HEALTH SYSTEM--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 | MAYO CLINIC HEALTH SYSTEM--MANKATO | 1 | ||||
| MAYO CLINIC HEALTH SYSTEM--NEW PRAGUE | ||||||||||||||
| 301 SECOND STREET NORTHEAST | NEW PRAGUE | MN | 56071 | 410723639 | HOSPITAL AND CLINIC | MN | 501(C)(3) | 3 | MAYO CLINIC | 1 | ||||
| MAYO CLINIC HEALTH SYSTEM--NORTHLAND INC | ||||||||||||||
| 1222 EAST WOODLAND AVE | BARRON | WI | 54812 | 390920634 | HOSPITAL AND CLINIC | WI | 501(C)(3) | 3 | MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC | 1 | ||||
| MAYO CLINIC HEALTH SYSTEM--OAKRIDGE INC | ||||||||||||||
| PO BOX 70 / 13025 EIGHTH STREET | OSSEO | WI | 54758 | 391029430 | HOSPITAL AND CLINIC | WI | 501(C)(3) | 3 | MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC | 1 | ||||
| MAYO CLINIC HEALTH SYSTEM--OWATONNA | ||||||||||||||
| 134 SOUTHVIEW | 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--SPRINGFIELD | ||||||||||||||
| 625 NORTH JACKSON AVENUE | SPRINGFIELD | MN | 56087 | 411893827 | HOSPITAL AND CLINIC | MN | 501(C)(3) | 3 | MAYO CLINIC HEALTH SYSTEM--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 | MAYO CLINIC HEALTH SYSTEM--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 | MAYO CLINIC HEALTH SYSTEM--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 | MAYO CLINIC HEALTH SYSTEM--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 | MAYO CLINIC HEALTH SYSTEM--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 | ||||||||||||||
| FUNDRAISING FOUNDATION | MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH | 1 | 60486 FRANKFURT AM MAIN | FRANKFURT | GM | GM | ||||||||
| 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) | 11-I | MAYO CLINIC -- SAINT MARYS HOSPITAL | 1 | ||||
| SOUTHERN METRO MEDICAL CLINICS INC | ||||||||||||||
| 301 MAIN STREET | NEW PRAGUE | MN | 56071 | 411623632 | FAMILY PRACTICE CLINICS | MN | 501(C)(3) | 9 | MAYO CLINIC HEALTH SYSTEM--NEW PRAGUE | 1 | ||||
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN HEATING STATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 THIRD ST SW | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410264830 | EIN |
| Primary Activity | UTILITY | PrimaryActivity |
| Legal Domicile State | MN | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (34 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAYO CLINIC HEALTH SYSTEM--FARIBAULT | ||||||||||||
| 635 FIRST STREET SE | FARIBAULT | MN | 55021 | 411817179 | PATIENT CARE - CLINIC | MN | N/A | C | ||||
| MAYO CLINIC HEALTH SYSTEM--DECORAH CLINIC PHYSICIANS | ||||||||||||
| 907 MONTGOMERY STREET | DECORAH | IA | 52101 | 411711329 | PATIENT CARE - CLINIC | IA | N/A | C | ||||
| FIOS THERAPEUTICS INC | ||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 711029189 | RESEARCH | MN | N/A | C | ||||
| HEALTH TRADITION HEALTH PLAN | ||||||||||||
| 1808 EAST MAIN STREET | ONALASKA | WI | 54650 | 391545987 | MEDICAL SERVICES COMPANY | WI | N/A | C | ||||
| LOBSS NETWORK SUPPORT 2002 INC | ||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 481276150 | ADMINISTRATIVE SERVICES | MN | N/A | C | ||||
| MAYO COLLABORATIVE SERVICES INC | ||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 411346366 | REFERENCE LAB SERVICES | MN | N/A | C | ||||
| MAYO HOLDING COMPANY | ||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 411578020 | HOLDING COMPANY | MN | N/A | C | ||||
| MAYO INSURANCE COMPANY LTD | ||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | SELF INSURANCE POOL | N/A | C | CJ | |||||
| MAYO MEDICAL LABORATORIES NEW ENGLAND INC | ||||||||||||
| 265 BALLARDVALE STREET | WILMINGTON | MA | 01887 | 043323713 | LABORATORY SERVICES | MA | N/A | C | ||||
| MAYO REGIONAL PRACTICES OF ARIZONA | ||||||||||||
| 13400 EAST SHEA BOULEVARD | SCOTTSDALE | AZ | 85259 | 061190278 | THIRD PARTY ADMINISTRATION SERVICES | AZ | N/A | C | ||||
| MHS SERVICES INC | ||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 411282517 | EQUIPMENT & REAL ESTATE LEASING | MN | N/A | C | ||||
| MMSI INC | ||||||||||||
| 21 FIRST STREET SW | ROCHESTER | MN | 55905 | 411547003 | THIRD PARTY ADMINISTRATION SERVICES | MN | N/A | C | ||||
| MAYO CLINIC HEALTH SYSTEM--PHARMACY & HOME MEDICAL INC | ||||||||||||
| 1221 WHIPPLE STREET | EAU CLAIRE | WI | 54703 | 391528920 | PHARMACY SERVICES | WI | N/A | C | ||||
| PHYSICIAN AND HOSPITAL PRACTICES INC | ||||||||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | 930926631 | HEALTH SERVICES | FL | N/A | C | ||||
| ROCHESTER AIRPORT COMPANY | ||||||||||||
| ROUTE 2 | ROCHESTER | MN | 55902 | 410506870 | AIRPORT MANAGEMENT | MN | N/A | C | ||||
| SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION | ||||||||||||
| 13400 E SHEA BLVD | SCOTTSDALE | AZ | 85259 | 860870505 | COMMERCIAL PROPERTY OWNERS ASSOCIATION | AZ | N/A | C | ||||
| THE STABILE BUILDING OWNERS' ASSOCIATION | ||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 208994499 | COMMERCIAL PROPERTY OWNERS ASSOCIATION | MN | N/A | C | ||||
| MAYO CLINIC GBS MAURITIUS | ||||||||||||
| HEALTHCARE MANAGEMENT | N/A | C | MP | 2ND FLOOR EBENE MEWS 57 | EBENE CYBERCITY | MP | ||||||
| CHARITABLE LEAD TRUST (1) | ||||||||||||
| CHARITABLE TRUST | CA | N/A | T | |||||||||
| PERPETUAL TRUST (1) | ||||||||||||
| CHARITABLE TRUST | ND | N/A | T | |||||||||
| PERPETUAL TRUST (1) | ||||||||||||
| CHARITABLE TRUST | LA | N/A | T | |||||||||
| PERPETUAL TRUST (2) | ||||||||||||
| CHARITABLE TRUST | MA | N/A | T | |||||||||
| PERPETUAL TRUST (1) | ||||||||||||
| CHARITABLE TRUST | MO | N/A | T | |||||||||
| PERPETUAL TRUST (1) | ||||||||||||
| CHARITABLE TRUST | AZ | N/A | T | |||||||||
| CHARITABLE REMAINDER TRUST (1) | ||||||||||||
| CHARITABLE TRUST | CO | N/A | T | |||||||||
| CHARITABLE REMAINDER TRUST (6) | ||||||||||||
| CHARITABLE TRUST | FL | N/A | T | |||||||||
| CHARITABLE REMAINDER TRUST (1) | ||||||||||||
| CHARITABLE TRUST | FL | N/A | T | |||||||||
| CHARITABLE REMAINDER TRUST (1) | ||||||||||||
| CHARITABLE TRUST | IL | N/A | T | |||||||||
| CHARITABLE REMAINDER TRUST (1) | ||||||||||||
| CHARITABLE TRUST | LA | N/A | T | |||||||||
| CHARITABLE REMAINDER TRUST (1) | ||||||||||||
| CHARITABLE TRUST | MI | N/A | T | |||||||||
| CHARITABLE REMAINDER TRUST (66) | ||||||||||||
| CHARITABLE TRUST | MN | N/A | T | |||||||||
| CHARITABLE REMAINDER TRUST (82) | ||||||||||||
| CHARITABLE TRUST | MN | N/A | T | |||||||||
| CHARITABLE REMAINDER TRUST (1) | ||||||||||||
| CHARITABLE TRUST | NC | N/A | T | |||||||||
| CHARITABLE REMAINDER TRUST (2) | ||||||||||||
| CHARITABLE TRUST | TX | N/A | T | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 1 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH | ||
| G | 12153781 | GAAP |
| FRANKLIN HEATING STATION | ||
| J | 829668 | GAAP |
| MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH | ||
| N | 8732516 | GAAP |
| MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH | ||
| Q | 675262 | GAAP |
| MMSIINC | ||
| R | 570181 | GAAP |
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