2012-11-05T13:35:15-06:00 2011-12-31 990 2011-01-01 593337028 MAYO CLINIC JACKSONVILLE MAYO 5075381297 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 MARY J HOFFMAN 5075381297 2012-11-05 2011 2016-02-24 21:20:13Z DR WILLIAM RUPP 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 622982959 0 X WWW.MAYOCLINIC.ORG X 1995 FL OPERATION OF A MULTI-SPECIALTY OUTPATIENT CLINIC. 17 0 3228 788 5840482 823923 68605514 103302964 500742104 513290018 5007850 3013562 1456175 1560609 575811643 621167153 35011614 42414206 0 0 316099336 309176981 0 0 31537 243341325 263130323 594452275 614721510 -18640632 6445643 592107945 599685540 264941134 267126566 327166811 332558974 X TO INSPIRE HOPE AND CONTRIBUTE TO HEALTH AND WELL-BEING BY PROVIDING THE BEST CARE TO EVERY PATIENT THROUGH INTEGRATED CLINICAL PRACTICE, EDUCATION, AND RESEARCH. 0 0 462338559 40782159 511861791 PATIENT & COMMUNITY SERVICES (SEE SCHEDULE O)PATIENT & COMMUNITY SERVICES:MAYO CLINIC JACKSONVILLE (MCJ) IS A MULTISPECIALTY OUTPATIENT CLINIC WITH A TEAM APPROACH TO PATIENT CARE ALLOWING FOR COMPREHENSIVE EVALUATION AND ADVANCED TREATMENT OF COMPLEX DISEASES. MCJ HAS OVER 3,200 PHYSICIANS, SCIENTISTS, ALLIED HEALTH STAFF, STUDENTS AND ADMINSTRATIVE PERSONNEL. IN 2011, MORE THAN 97,000 PATIENTS WERE DIAGNOSED AND TREATED AT MCJ AND SURGEONS PERFORMED APPROXIMATELY 52,700 OUTPATIENT PROCEDURES.MCJ, IN AFFILIATION WITH MAYO CLINIC FLORIDA (A RELATED HOSPITAL EXEMPT UNDER SECTION 501(C)(3) OF THE CODE), IS ONE OF THE MAIN PROVIDERS OF HEALTH CARE SERVICES IN NORTHEAST FLORIDA. MAYO CLINIC FLORIDA (MCF) IS LOCATED ON THE CAMPUS OF MCJ. THE AFFILIATED ORGANIZATIONS ARE OFTEN REFERRED TO AND VIEWED AS A SINGLE INTEGRATED INSTITUTION.MCJ PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS. SERVICES ARE PROVIDED TO BOTH MEDICARE AND MEDICAID PATIENTS AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. FINANCIAL ASSISTANCE IS ALSO PROVIDED FOR PATIENTS THAT ARE FINANCIALLY UNABLE TO PAY FOR SERVICES PROVIDED. THE COST OF UNCOMPENSATED CARE PROVIDED TO LOW INCOME PATIENTS THROUGH MEDICAID WAS APPROXIMATELY $2,649,000. THE COST OF UNCOMPENSATED CARE PROVIDED TO PATIENTS THROUGH MEDICARE WAS APPROXIMATELY $175,956,000. FINANCIAL ASSISTANCE (AT COST) PROVIDED TO PATIENTS IN 2011 WAS APPROXIMATELY $6,445,000.OF THE FINANCIAL ASSISTANCE PROVIDED EACH YEAR, A PORTION OF IT GOES TO TRANSPLANT PATIENTS WHO WOULD OTHERWISE DIE WITHOUT A NEW, FUNCTIONING ORGAN.MCJ AND MCF REALIZE THAT NOT ALL RESIDENTS HAVE EASY ACCESS TO MEDICAL CARE WHEN THEY NEED IT. FOR SOME PEOPLE, LACK OF HEALTH INSURANCE PREVENTS THEM FROM GETTING TREATMENT WHILE OTHERS MAY NOT HAVE HEALTH PROFESSIONALS CLOSE AT HAND. REGARDLESS OF THE REASONS, MCJ AND MCF TRY TO DO THEIR PART FOR PEOPLE WHO ARE NOT GETTING ADEQUATE MEDICAL CARE BY FINDING CREATIVE WAYS TO PROVIDE IT. BEING CONNECTED AND INVOLVED PROVIDES AN OPPORTUNITY TO COLLABORATE WITH OTHER HEALTH SERVICE PROVIDERS TO ADDRESS THE COMMUNITY'S HEALTH CARE NEEDS.MCJ AND MCF HAVE PARTNERED WITH MANY ORGANIZATIONS TO IMPROVE THE QUALITY OF LIFE AND MAKE JACKSONVILLE AND NORTHEAST FLORIDA A HEALTHIER COMMUNITY. IN 2011, MCJ AND MCF WORKED WITH OVER 55 ORGANIZATIONS AND AGENCIES IN THE JACKSONVILLE AND NORTHEAST FLORIDA AREA. THESE PARTNERSHIPS HELP MCJ AND MCF DISCOVER UNMET NEEDS IN THE COMMUNITY AND DEVELOP PROGRAMS TO FULFILL THOSE NEEDS. MCJ AND MCF WORKED SUCCESSFULLY WITH THE BLOOD ALLIANCE TO OPEN THE MAYO CLINIC BLOOD DONOR CENTER IN 2008. THE CENTER, STAFFED AND OPERATED BY THE BLOOD ALLIANCE, IS OPEN FIVE DAYS A WEEK. UNDERSTANDING THE NEED TO INCREASE BLOOD DONATION, THE MAYO SITES WERE ABLE TO PROVIDE SPACE AND FURNISHINGS FOR A DONOR CENTER OPEN TO THE PUBLIC. MCJ, MCF AND THE BLOOD ALLIANCE COORDINATE TO CREATE INTERNAL MARKETING CAMPAIGNS AND EMPLOYEE CONTESTS TO STIMULATE WHOLE BLOOD AND PLATELET DONATIONS. IN 2011, THE CENTER COLLECTED 2,006 UNITS OF RED CELLS (96 PERCENT OF GOAL) AND 443 UNITS OF PLATELETS (120 PERCENT OF GOAL). MCJ AND MCF ARE DEDICATED TO FURTHERING MINORITY HEALTH AND WELLNESS EFFORTS AND REDUCING HEALTH DISPARITIES. THROUGH EDUCATION AND AWARENESS PROGRAMS, PERSONALIZED HEALTH CARE AND INNOVATIVE RESEARCH, MCJ AND MCF STRIVE TO ELIMINATE DISPARITIES WITHIN THE COMMUNITIES AND TO HELP PREVENT AND REDUCE ILLNESS AND DEATH IN MINORITY POPULATIONS. OVERALL, IN 2011 THE HEALTH DISPARITIES PROGRAM HELD SEVERAL MAJOR PROJECTS AND INITIATIVES TO BRING TOGETHER THE JACKSONVILLE COMMUNITY TO DISCUSS AND LEARN ABOUT SOLUTIONS TO SOME OF THE HEALTH DISPARITIES FACED BY THE LOCAL COMMUNITY.IN 2011, STAFF FROM MCJ AND MCF WORKED WITH LOCAL CHURCHES AND COMMUNITY ORGANIZATIONS TO BRING RESEARCH EDUCATION AND AWARENESS TO THE COMMUNITY. IN PARTNERSHIP WITH THE UNIVERTISY OF FLORIDA ACADEMIC HEALTH CENTER, A COMMUNITY FORUM WAS HELD TO DISCUSS THE IMPORTANCE OF CLINICAL RESEARCH AND TO DISPEL THE MYTHS THAT SURROUND CLINICAL RESEARCH. THE 55 COMMUNITY MEMBERS IN ATTENDANCE DISCUSSED WAYS THAT RESEARCH INSTITUTIONS CAN REACH OUT TO MINORITY COMMUNITIES TO INCLUDE THEM IN RESEARCH EFFORTS. IN 2010, MCJ AND MCF, ALONG WITH SEVERAL LOCAL AGENCIES (INCLUDING ELDERSOURCE, COMMUNITY HOSPICE AND THE CITY OF JACKSONVILLE) CONTRIBUTED TO THE FORMING OF THE CAREGIVER COALITION, WHICH PROVIDES WORKSHOPS THROUGHOUT NORTHEAST FLORIDA CENTERED AROUND CARING FOR THE CAREGIVER. THE FIRST CAREGIVER EXPO IN 2011 HELPED EDUCATE MORE THAN 600 FAMILY CAREGIVERS. AS A MEMBER OF THE CAREGIVER COALITION OF NORTHEAST FLORIDA, MCJ AND MCF PARTICIPATED AND SUPPORTED THE FIRST CAREGIVER EXPO WHICH WAS HELD AT THE HYATT ON APRIL 21ST. APPROXIMATELY 600 FAMILY CAREGIVERS ATTENDED THIS EVENT. MAYO'S MEMORY DISORDER CLINIC PARTICIPATED IN FIVE "CARING FOR THE CAREGIVER" COMMUNITY WORKSHOPS IN CONJUNCTION WITH THE CAREGIVER COALITION. THESE EFFORTS REACHED ABOUT 800 FAMILY CAREGIVERS THROUGHOUT NORTHEAST FLORIDA.THROUGH THE MEMORY DISORDER CLINIC, MCJ AND MCF PROVIDED MORE THAN 175 HOURS OF TRAINING TO MORE THAN 3,700 PEOPLE IN 2011. TRAINING INCLUDED TOPICS GEARED TOWARDS HEALTHY AGING, WHEN TO WORRY ABOUT MEMORY, RESEARCH UPDATES AND STRATEGIES FOR MANAGING DEMENTIAS. MEMORY DISORDER CLINIC STAFF ALSO PROVIDED FREE MONTHLY CLASSES ATTENDED BY 25 TO 30 FOR CAREGIVERS AND PARTNERED WITH THE CITY OF JACKSONVILLE TO PRESENT PROGRAMS ON MAINTAINING A HEALTHY LIFESTYLE.THE MEMORY DISORDER CLINIC IS THE CONTACT IN NORTHEAST FLORIDA FOR THE STATE-WIDE SILVER ALERT PROGRAM. STAFF WORK WITH LOCAL LAW ENFORCEMENT TO ASSURE THAT PERSONS RECEIVE INFORMATION ON DRIVING ALTERNATIVES, SAFE/RETURN IDENTIFICATION BRACELET AND RESOURCES.DURING 2011, MORE THAN 1,700 EMPLOYEES FROM BOTH MCJ AND MCF VOLUNTEERED THEIR TIME AND EXPERTISE FOR COMMUNITY PROJECTS. IN ADDITION, EMPLOYEES DONATED MORE THAN $227,000 TO THE UNITED WAY AND OTHER CHARITABLE CAUSES. EMPLOYEES OF MCJ AND MCF ARE MAJOR SUPPORTERS OF THE CHILDREN'S CHRISTMAS PARTY OF JACKSONVILLE, A PROJECT THEY HAVE BEEN INVOLVED WITH FOR 10 YEARS. IN 2011, THEY HELPED RAISE $14,000 ALONG WITH A CORPORATE DONATION OF $8,000 TO BUY OVER 500 BICYCLES AND HELMETS FOR THE MORE THAN 7,500 LOW-INCOME CHILDREN WHO ATTENDED THE PARTY. IN ADDITION, OVER 75 MAYO CLINIC EMPLOYEES VOLUNTEERED FOR THE SET-UP AND ACTUAL PARTY BEING SANTA'S HELPERS BY DISTRIBUTING TOYS AND GIVING BICYCLES TO THE CHILDREN.ACCESS TO CULTURAL EVENTS AND THE ARTS IS SOMETIMES AN OVERLOOKED MEASURE OF A COMMUNITY'S HEALTH AND QUALITY OF LIFE. MCJ AND MCF INTEGRATE THE ARTS INTO ITS MEDICAL ENVIRONMENT THOUGH ITS CENTER FOR HUMANITIES IN MEDICINE (HIM), WHICH PARTNERS WITH MORE THAN A DOZEN COMMUNITY MUSEUMS, SCHOOLS, MUSIC AND ART ORGANIZATIONS. WALKING THROUGH THE CAMPUS, PATIENTS AND VISITORS ARE LIKELY TO HEAR A PIANIST PLAYING A CLASSICAL MELODY. MANY PATIENTS' STAYS ARE BRIGHTENED BY LIVE MUSICAL PERFORMANCES OR WATCHING AN ARTIST BRING A CANVAS TO LIFE THOUGH HIM'S ART-AT-THE-BEDSIDE AND MUSIC-AT-THE-BEDSIDE PROGRAMS. VOLUNTEERS ESCORT THE FEATURED MUSICIANS AROUND THE CAMPUS IN SEARCH OF PATIENTS WHO WOULD APPRECIATE A BEDSIDE CONCERT. SIMILARLY, AN ART BY THE BEDSIDE PROGRAM BRINGS LOCAL VOLUNTEER ARTISTS IN TO WORK WITH PATIENTS ON PROJECTS SUCH AS NEEDLEPOINT, WATERCOLOR AND CREATING POSTCARDS. IN ADDITION, REGULAR MONTHLY CONCERTS, LECTURES AND WORKSHOPS ARE OPEN TO PATIENTS AND VISITORS. IN 2011, THE BEDSIDE AND OTHER PROGRAMS REACHED MORE THAN 3,800 PATIENTS AND VISITORS.EVERY YEAR, MCJ AND MCF FUND AND SPONSOR A VARIETY OF CULTURAL PROGRAMS OPEN TO ALL MEMBERS OF THE COMMUNITY, CREATING CONNECTIONS BETWEEN ART AND HEALING. AS MUSIC PROGRAMS IN PUBLIC SCHOOLS CONTINUE TO DECLINE, MCJ AND MCF ARE BRINGING CLASSICAL MUSICIANS AND DANCE TROUPES TO CLASSROOMS THROUGH ITS SPONSORSHIP OF THE BEACHES FINE ARTS SERIES.WITH SUPPORT FROM MCJ AND MCF, ALONG WITH OTHERS IN THE COMMUNITY, A SERIES OF FREE, WORLD-CLASS MUSIC AND DANCE PERFORMANCES ARE PROVIDED EIGHT TIMES A YEAR AT ST. PAUL'S BY THE SEA EPISCOPAL CHURCH IN JACKSONVILLE BEACH. FEATURED ARTISTS ALSO HOLD SPECIAL CONCERTS FOR STUDENTS AT VARIOUS DUVAL COUNTY SCHOOLS AND COMMUNITY ORGANIZATIONS. STUDENTS AT MORE THAN 50 LOCAL SCHOOLS HAVE HAD THE OPPORTUNITY TO ENJOY CLASSICAL MUSIC PERFORMANCES. THE PERFORMANCES ARE OPEN TO ALL SCHOOLS, WITH A SPECIAL EMPHASIS ON UNDERSERVED AND INNER-CITY YOUTH.IN 2011, MCJ AND MCF RECEIVED DONATED SERVICES FROM 788 COMMUNITY VOLUNTEERS, WHO PROVIDED APPROXIMATELY 92,921 HOURS, VALUED AT APPROXIMATELY $2,024,749 BASED ON THE INDEPENDENT SECTOR'S AVERAGE ESTIMATED HOURLY VALUE OF SUCH SERVICES FOR 2011. 50002851 1630492 699138 RESEARCH ACTIVITIES (SEE SCHEDULE O)RESEARCH ACTIVITIES:MCJ CONDUCTS AN EXTENSIVE PROGRAM OF MEDICAL RESEARCH IN FACILITIES LOCATED ON ITS CAMPUS. RESEARCH FOCUSES ON NEUROSCIENCE, NEURODEGENERATIVE DISEASES, AND CANCER TREATMENT. TWO 75,000 SQUARE FOOT FACILITIES PROVIDE SPACE FOR ABOUT 320 SCIENTIFIC INVESTIGATORS AND SUPPORT STAFF INCLUDING PRE-DOCTORAL AND POST-DOCTORAL FELLOWS, VISITING SCIENTISTS, TECHNICIANS, AND OTHER SUPPORT PERSONNEL. SOME OF THE RESEARCH ACCOMPLISHMENTS FOR 2011 ARE LISTED BELOW.EXAMPLES ARE:- A STUDY BY RESEARCHERS AT MCJ AND WASHINGTON UNIVERSITY SCHOOL OF MEDICINE ADDED A NEW TWIST TO THE BODY OF EVIDENCE SUGGESTING HUMAN OBESITY IS DUE IN PART TO GENETIC FACTORS. WHILE STUDYING HORMONE RECEPTORS IN LABORATORY MICE, NEUROSCIENTISTS IDENTIFITED A NEW MOLECULAR PLAYER RESPONSIBLE FOR THE REGULATION OF APPETITE AND METABOLISM. THE SURPRISING FINDINGS SUGGEST THE POSSIBILITY OF A NOVEL TREATMENT FOR OBESITY. RESEARCHERS SAY IT MAY BE POSSIBLE TO DEVELOP A TREATMENT THAT INCREASES GENE EXPRESSION IN CERTAIN PROTEIN RECEPTORS, WHICH THEN INCREASES THE MESSAGES SENT TO THE BRAIN THAT DECREASE APPETITE. THE STUDY WAS PUBLISHED IN THE JANUARY 11 ONLINE ISSUE OF PLOS BIOLOGY.- A CANCER BIOLOGIST AND AN ONCOLOGIST FROM MCJ COLLABORATED TO DEVELOP A NOVEL METHOD TO IDENTIFY FUSION GENE MUTATIONS IN BREAST CANCER CELLS. THE TECHNOLOGY WILL ADVANCE THE CHARACTERIZATION OF GENOMIC ALTERATIONS THAT INDUCE THE TUMOR PHENOTYPE.- IN A MOUSE STUDY, SCIENTISTS AT MCJ HAVE DEMONSTRATED THE FEASIBILITY OF A PROMISING NEW STRATEGY FOR TREATING HUMAN TYPE 2 DIABETES, WHICH AFFECTS MORE THAN 200 MILLION PEOPLE WORLDWIDE. IN TYPE 2 DIABETES, THE BODY STOPS RESPONDING EFFICIENTLY TO INSULIN, A HORMONE THAT CONTROLS BLOOD SUGAR. TO COMPENSATE FOR THE INSENSITIVITY TO INSULIN, MANY DIABETES DRUGS WORK BY BOOSTING INSULIN LEVELS; FOR EXAMPLE, BY INJECTING MORE INSULIN OR BY INCREASING THE AMOUNT OF INSULIN SECRETED FROM THE PANCREAS. THE NEW STUDY, PUBLISHED IN THE JUNE 9 ISSUE OF PLOS ONE, SHOWED THAT A DIFFERENT APPROACH COULD ALSO BE EFFECTIVE FOR TREATING DIABETES BY BLOCKING THE BREAKDOWN OF INSULIN AFTER IT IS SECRETED FROM THE PANCREAS.- RESEARCHERS AT MCJ CONTINUED TO ADVANCE THE UNDERSTANDING OF PARKINSONS DISEASE, PUBLISHING SEVERAL GENE DISCOVERIES. RESEARCHERS DISCOVERED A NEW GENE MUTATION THEY SAY CAUSES PARKINSON'S DISEASE AND A GENETIC VARIATION THAT SEEMS TO PROTECT AGAINST THE DISEASE. THE MUTATION WAS IDENTIFIED IN A LARGE SWISS FAMILY WITH PARKINSON'S DISEASE, USING ADVANCED DNA SEQUENCING TECHNOLOGY. THE STUDY, PUBLISHED IN THE AMERICAN JOURNAL OF HUMAN GENETICS, WAS LED BY NEUROSCIENTISTS AT MCJ AND INCLUDED COLLABORATORS FROM THE UNITED STATES, CANADA, EUROPE, ASIA AND THE MIDDLE EAST. THE PROTECTIVE VARIANT CUT THE RISK OF DEVELOPING THE DISEASE BY NEARLY 20 PERCENT IN MANY POPULATIONS. THE STUDY, PUBLISHED IN THE ONLINE AUGUST 31 ISSUE OF LANCET NEUROLOGY, ALSO REPORTS THE DISCOVERY OF DIFFERENT VARIANTS OF THE SAME GENE, LRRK2 (THE MOST IMPORTANT PARKINSON'S RISK GENE FOUND TO DATE), THAT DOUBLE PARKINSON'S RISK IN CAUCASIANS AND ASIANS.- AN INTERNATIONAL RESEARCH TEAM, CO-LED BY SCIENTISTS AT MCJ, DISCOVERED THREE POTENTIAL SUSCEPTIBILITY GENES FOR DEVELOPMENT OF PROGRESSIVE SUPRANUCLEAR PALSY (PSP), A RARE NEURODEGENERATIVE DISEASE THAT CAUSES SYMPTOMS SIMILAR TO THOSE OF PARKINSON'S DISEASE BUT IS RESISTANT TO PARKINSON'S MEDICATIONS. THEIR REPORT WAS PUBLISHED IN THE ONLINE JUNE 19 ISSUE OF NATURE GENETICS. RESEARCHERS INDICATED THAT THE FINDINGS PROVIDED A "TESTABLE TRANSLATIONAL HYPOTHESIS" AS TO THE DEVELOPMENT AND PROGRESSION OF PSP AND MAY ALSO PROVIDE CLUES INTO OTHER MORE COMMON BRAIN DISORDERS BROUGHT ABOUT BY ACCUMULATION OF TAU PROTEIN IN THE BRAIN. THOSE "TAUOPATHIES" INCLUDE SOME FORMS OF PARKINSON'S DISEASE, FRONTOTEMPORAL DEMENTIA, ALZHEIMER'S DISEASE, AND OTHER DISORDERS. - THE DEPARTMENT OF NEUROSCIENCE AT MCJ CONTINUES TO MAINTAIN ITS REPUTATION AS A CENTER OF EXCELLENCE IN ALZHEIMER'S AND NEURODEGENERATIVE DISORDERS. DURING 2011, MEMBERS WERE RECOGNIZED FOR THEIR OUTSTANDING CONTRIBUTIONS TO THE FIELD AND DISCOVERY OF NEW GENES, BIOMARKERS AND THERAPEUTIC TARGETS. TO HELP CONTINUE MCJ'S INTERNATIONALLY RECOGNIZED WORK IN LEWY BODY DEMENTIA, THE HARRY T. MANGURIAN, JR. FOUNDATION AWARDED MCJ A $1 MILLION GIFT, PLEDGED OVER 4 YEARS. LEWY BODY DEMENTIA, WHICH COMBINES ASPECTS OF BOTH ALZHEIMER'S AND PARKINSON'S DISEASES, IS THE SECOND MOST COMMON FORM OF DEMENTIA IN THE UNITED STATES.- MCJ RESEARCHERS LED A GROUP OF NORTH AMERICAN INVESTIGATORS IN A STUDY THAT FOUND A GENETIC ABNORMALITY THEY SAY IS THE MOST COMMON CAUSE OF TWO DIFFERENT BUT RELATED FAMILIAL FORMS OF NEURODEGENERATIVE DISEASE - FRONTOTEMPORAL DEMENTIA (FTD) AND AMYOTROPHIC LATERAL SCLEROSIS (ALS), ALSO KNOWN AS LOU GEHRIG'S DISEASE. IN THE SEPTEMBER 21 ONLINE ISSUE OF NEURON, THEY SAY AN UNUSUAL MUTATION - A SHORT DNA SEQUENCE REPEATED HUNDREDS TO THOUSANDS OF TIMES - WAS FOUND IN ALMOST 12 PERCENT OF FAMILIAL FTD AND MORE THAN 22 PERCENT OF FAMILIAL ALS SAMPLES STUDIED. RESEARCHERS INDICATED THAT THE FINDINGS MAY LEAD TO SIGNIFICANT INSIGHTS INTO HOW THESE DISEASES DEVELOP AND MAY PROVIDE NEW WAYS IN TREATING THE DISEASES.- MCJ IS ALSO EXPLORING SCIENTIFIC PARTNERSHIPS WITH SEVERAL ACADEMIC INSTITUTIONS, INCLUDING ARIZONA STATE UNIVERSITY BIOINFORMATICS AND KAROLINSKA INSTITUTE. IN ADDITION, MCJ WILL CONTINUE TO DEVELOP SCIENTIFIC COLLABORATIONS WITH CANCER BIOLOGY AND A STATE-WIDE INITIATIVE WITH SCIENTISTS AT SCRIPPS FLORIDA AND THE UNIVERSITY OF FLORIDA. 4427546 1137446 EDUCATION ACTIVITIES (SEE SCHEDULE O)EDUCATION ACTIVITIES:MCJ, IN CONJUNCTION WITH MCF, PROVIDES VARIOUS EDUCATIONAL PROGRAMS. IN 2011, 109 MEDICAL STUDENTS RECEIVED TRAINING AT THE MAYO SITES IN JACKSONVILLE. THROUGH 39 ACTIVE AND APPROVED MEDICAL PROGRAMS, A TOTAL OF 271 RESIDENTS AND FELLOWS ALSO RECEIVED TRAINING AT THE MAYO SITES IN JACKSONVILLE. PARTNERSHIPS WITH LOCAL EDUCATIONAL INSTITUTIONS PROVIDED 27 EDUCATIONAL PROGRAMS SERVING 300 ALLIED HEALTH STUDENTS THROUGH THE MAYO SCHOOL OF HEALTH SCIENCES. THE ABOVE MENTIONED STUDENTS, RESIDENTS AND FELLOWS RECEIVED ALL OR A PORTION OF THEIR TRAINING AT THE MCJ CAMPUS. IN 2011, PHYSICIANS AND RESEARCHERS AT MCJ AND MCF AUTHORED 556 ARTICLES PUBLISHED IN PEER-REVIEWED JOURNALS, PUBLISHED FOUR BOOKS, AS WELL AS 136 BOOK CHAPTERS. THE EDUCATIONAL MISSION OF MCJ AND MCF ALSO EXTENDS TO THE COMMUNITY. MCJ AND MCF BELIEVE THAT THEIR MEDICAL KNOWLEDGE MUST BE SHARED WITH THE COMMUNITY, PHYSICIANS AND HEALTH-CARE PROFESSIONALS. THROUGH THE MAYO CLINIC SCHOOL OF CONTINUOUS PROFESSIONAL DEVELOPMENT, HEALTH-CARE PROVIDERS RECEIVE EDUCATIONAL PROGRAMS TO UPDATE THEIR KNOWLEDGE. IN 2011, 6,500 PHYSICIANS AND HEALTH-CARE PROFESSIONALS PARTICIPATED IN THESE EDUCATIONAL PROGRAMS.MCJ AND MCF ESTABLISHED A HIGH SCHOOL BOOT CAMP TO INTRODUCE STUDENTS TO CAREER OPPORTUNITIES IN MEDICINE AND SCIENCE. THE BOOT CAMP OCCURS TWICE A YEAR AND SERVES APPROXIMATELY 50 STUDENTS PER SESSION. NINETY-TWO LOCAL HIGH SCHOOL STUDENTS PARTICIPATED IN 2011. MCJ AND MCF ALSO WORKED WITH THE PERRY INITIATIVE TO INVITE 31 HIGH SCHOOL GIRLS INTERESTED IN CAREERS IN ORTHOPEDIC SURGERY AND ENGINEERING TO VISIT MAYO CLINIC'S SIMULATION CENTER. IN ADDITION, MCJ AND MCF GRADUATE STUDENTS HAVE BEEN INVOLVED IN THE ANNUAL BRAIN AWARENESS WEEK, A NATIONAL EVENT THAT INTRODUCES SCIENCE CAREERS TO ELEMENTARY AND MIDDLE SCHOOL STUDENTS. MAYO GRADUATE STUDENTS REACHED OVER 300 STUDENTS IN NORTHEAST FLORIDA IN 2011 THROUGH THIS PROGRAM. MCJ AND MCF ALSO PROVIDE CLINICAL AND BASIC SCIENCE RESEARCH INTERNSHIPS FOR STUDENTS FROM ACROSS THE UNITED SATES. THERE WERE 42 STUDENTS ENROLLED IN THE CLINICAL RESEARCH INTERNSHIP STUDY PROGRAM AND 15 SUMMER UNDERGRADUATE RESEARCH FELLOWSHIP (SURF) STUDENTS PARTICIPATED IN A 10-WEEK BASIC SCIENCE RESEARCH PROGRAM. ADDITIONALLY, STAFF FROM MCJ AND MCF SUPPORT VARIOUS EDUCATIONAL PROGRAMS IN PUBLIC SCHOOLS. THESE STAFF MEMBERS ASSIST VARIOUS ELEMENTARY, HIGH SCHOOLS, COMMUNITY COLLEGES AND UNIVERSITIES IN THE COMMUNITY. THE STAFF MEMBERS SERVE ON ADVISORY BOARDS, BOARDS OF TRUSTEES AND PARTICIPATE AS RESOURCE PERSONS ON A REGULAR BASIS FOR SCHOOLS, COLLEGES AND UNIVERSITIES 516768956 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 0 1 0 0 1 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 0 0 3228 1 1 1 0 0 0 0 0 0 0 0 0 X 17 0 1 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X CORPORATE TAX 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 X BRIGHAM ROBERT F 20.00 X X 444651 0 21448 BROTT MD THOMAS G 20.00 X 335221 0 57696 BUSKIRK MD STEVEN J 20.00 X 529915 0 44633 DAWSON MD NANCY L 20.00 X 256282 0 50060 DEVAULT MD KENNETH R 20.00 X 507647 0 48884 GONWA MD THOMAS A 20.00 X 322886 0 68899 HARRISON DEBRA A 20.00 X 188898 0 13838 HOFFMAN MARY J 20.00 X X 261849 0 51188 JORGENSEN STEVEN C 20.00 X X 282766 0 44794 LANGE MD STEPHEN M 20.00 X X 520832 0 54714 LEVENTHAL MD JACK P 20.00 X 414346 0 14004 MATHEWS HILARY G 20.00 X 241398 0 20088 MURRAY MD PETER M 20.00 X 562628 0 40948 O'CONNOR MD MARY I 20.00 X 602096 0 56683 RUPP MD WILLIAM C 20.00 X X 740718 0 8205 SMITH MD CD 20.00 X 555375 0 55540 TOMLINSON DANIEL L 20.00 X 181536 0 37863 ACKERMAN FRANKLIN K 20.00 X 180132 0 30775 FORD MARGARET J 20.00 X 183197 0 41685 HUBER HAROLD D 20.00 X 204567 0 14728 KHOOR MD ANDRAS 20.00 X 408158 0 54209 PASCUAL MD JORGE M 20.00 X 323275 0 47002 SCHEFFEL JEFFREY G 20.00 X 153966 0 38425 SPACKMAN MD THOMAS N 20.00 X 423512 0 59520 UITTI MD RYAN J 20.00 X 262755 0 51556 WALTERS ROBERT M 20.00 X 163012 126195 56416 WHAREN MD ROBERT E 20.00 X 1029569 0 56155 WILLIAMS MD HUGH J 20.00 X 716656 0 48384 AGNEW MD RICHARD C 20.00 X 918061 0 60967 DEEN MD HUGH G 20.00 X 994340 0 52854 HANEL MD RICARDO A 20.00 X 976646 0 33478 LANE MD GARY E 20.00 X 792554 0 50924 REIMER MD RONALD 20.00 X 983177 0 50342 BARTLEY MD GEORGE B 0.00 X 0 554514 46878 BOLLING DAVID B 0.00 X 0 211624 20608 CROFT CHERYL 0.00 X 0 234831 46681 PRESUTTI DO RICHARD J 20.00 X 311941 0 37809 WEBER JOAN A 0.00 X 0 198428 24605 ZORN CHRISTINA K 0.00 X 0 197986 31582 15974562 1523578 1645068 534 1 1 0 MAYO FOUNDATION FOR MEDICAL EDUCATION & 200 FIRST STREET SW ROCHESTER MN 55905 SUPPORT SERVICES 50687508 MAYO COLLABORATIVE SERVICES INC 200 FIRST STREET SW ROCHESTER MN 55905 LAB SERVICES 3930218 MMSI INC 200 FIRST STREET SW ROCHESTER MN 55905 BENEFIT SERVICES 1747852 3 78369120 19721095 5212749 103302964 NET PATIENT REVENUE 620000 386427305 386427305 SHARED SERVICES 561000 119521665 119521665 LAB REVENUE 621500 5654096 5654096 EDUCATION REVENUE 611600 1137446 1137446 RESEARCH REVENUE 541700 549506 549506 513290018 3402346 3402346 164603 162182 2421 324483 2024 120012 1323 204471 701 205172 701 204471 870076 1258860 -388784 -388784 -388784 697605 435611 261994 261994 MISCELLANEOUS 900099 459959 241548 218411 PARKING 812930 280990 280990 CONSULTING/MANAGEMENT 541610 187891 4627 183264 928840 621167153 508044279 5840482 3979428 42412651 42412651 1555 1555 12161926 9500523 2629866 31537 1987778 1987778 227632823 225104302 2528521 21732709 21383102 349607 32054535 31541353 513182 13607210 13340509 266701 515315 489449 25866 1847240 428924 1418316 45281 45281 655341 655341 92896743 28492907 64403836 48167 47577 590 13839558 11636798 2202760 17202430 311863 16890567 56975 54475 2500 18542204 14374309 4167895 4469076 4250191 218885 547959 499849 48110 5649632 5649632 23077031 23052807 24224 7315019 7171671 143348 MEDICAL SUPPLIES 56115539 56115539 BAD DEBT EXPENSE 17159435 17159435 EMPLOYEE EXPENSES 1604904 987401 617503 DUES, LICENSES, ETC. 815740 727675 88065 726734 1400 725334 614721510 516768956 97921017 31537 14843 5176 47578 22583688 26081936 76509329 73728166 15253 19695 3129774 1985849 1206956 190883 519474212 242132205 268435219 277342007 24850742 102345379 107166520 93016762 113117730 592107945 599685540 29692720 25680562 1952114 3183359 100000000 0 133296300 238262645 264941134 267126566 X 248242424 251053640 43413294 44278376 35511093 37226958 327166811 332558974 592107945 599685540 X 6445643 -1053480 X 0 1 1 X 1 1 X 76094722 70928948 79544148 68605514 103302964 398476296 76094722 70928948 79544148 68605514 103302964 398476296 398476296 10441939 -3541530 4014800 5360010 3726829 20002048 52896 53867 661148 1200259 823923 2792093 421270437 2327832882 0.94590 0.93630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 45281 45281 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: PERCENTAGE OF LOBBYING EXPENSES INCLUDED IN MEMBERSHIP DUES TO THE FLORIDA HOSPITAL ASSOCIATION, THE AMERICAN HOSPITAL ASSOCIATION, THE FLORIDA MEDICAL ASSOCIATION AND THE JACKSONVILLE CHAMBER OF COMMERCE. X 0 75948759 3362234 2241784 845859 80706918 67437689 5883716 7086954 893967 3565633 75948759 60445837 4437091 4491671 1936910 67437689 40957359 24902621 -4377809 1036334 60445837 0.50000 0.45000 0.05000 0 1 1 27061935 27061935 316951333 118723258 198228075 166839460 123380917 43458543 8621484 28030 8593454 277342007 MAYO POOLED INVESTMENTS 107166520 F 107166520 DUE FROM AFFILIATES 85725245 DEFERRED COMPENSATION 27392485 113117730 DUE TO AFFILIATES 210870160 DEFERRED COMPENSATION LIABILITY 27392485 238262645 PART III, LINE 1A: FOOTNOTE FROM MAYO CLINIC ("THE CLINIC") CONSOLIDATED AUDITED FINANCIAL STATEMENTS: THE CLINIC PERIODICALLY RECEIVES WORKS OF ART FROM VARIOUS BENEFACTORS. THESE ITEMS ARE UNIQUE IN NATURE AND ARE HELD ON DISPLAY FOR THE BENEFIT AND ENJOYMENT OF THE CLINIC'S PATIENTS. IT IS THE CLINIC'S POLICY TO NEITHER CAPITALIZE CONTRIBUTED WORKS OF ART NOR RECORD THE RELATED CONTRIBUTION REVENUE. PART III, LINE 4: WORKS OF ART DISPLAYED ACROSS THE FILING ORGANIZATION'S CAMPUS PROVIDE BEAUTY, PRESERVATION OF HERITAGE AND RESPECT FOR THE DIVERSITY OF PATIENTS, VISITORS AND STAFF. 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: AT DECEMBER 31, 2011 AND 2010, THERE WAS NO SIGNIFICANT LIABILITY FOR UNRECOGNIZED TAX BENEFITS FOR THE FILING ORGANIZATION. FIN 48 FOOTNOTE FROM MAYO CLINIC ("THE CLINIC") CONSOLIDATED AUDITED FINANCIAL STATEMENTS: MOST OF THE INCOME RECEIVED BY THE CLINIC AND ITS SUBSIDIARIES IS EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. SOME OF ITS SUBSIDIARIES ARE TAXABLE ENTITIES, AND SOME OF THE INCOME RECEIVED BY OTHERWISE EXEMPT ENTITIES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME (UBI). THE CLINIC OR ITS SUBSIDIARIES FILE INCOME TAX RETURNS IN THE U.S. FEDERAL, VARIOUS STATE, AND FOREIGN JURISDICTIONS. THE STATUTES OF LIMITATIONS FOR TAX YEARS 2008 THROUGH 2010 REMAINS OPEN IN THE MAJOR U.S. TAXING JURISDICTIONS IN WHICH THE CLINIC AND SUBSIDIARIES ARE SUBJECT TO TAXATION. IN ADDITION, FOR ALL TAX YEARS PRIOR TO 2008 GENERATING OR UTILIZING A NET OPERATING LOSS (NOL), TAX AUTHORITIES CAN ADJUST THE AMOUNT OF NOL CARRYFORWARD TO SUBSEQUENT YEARS. THE INTERNAL REVENUE SERVICE (IRS) PERFORMED AN EXAMINATION OF THE TAX AND INFORMATION RETURNS OF THE CLINIC AND TWO SUBSIDIARIES FOR 2005 AND 2006. AS A RESULT OF THE AUDIT BY THE IRS, ONE REMAINING ENTITY HAS EXTENDED THE STATUTES OF LIMITATIONS FOR 2005 THROUGH 2008 UNTIL DECEMBER 31, 2012. AS OF DECEMBER 31, 2011, ONE AUDIT REMAINS OPEN, AND THE IRS HAS PROPOSED ONE ADJUSTMENT THAT MANAGEMENT HAS TAKEN INTO CONSIDERATION DURING ITS DETERMINATION OF UNRECOGNIZED TAX BENEFITS SINCE THE PROPOSED ISSUE HAS NOT BEEN SETTLED. AT DECEMBER 31, 2011 AND 2010, THE RESERVE FOR UNRECOGNIZED TAX BENEFITS WAS NOT SIGNIFICANT. THE CLINIC'S PRACTICE IS TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. 1 CENTRAL AMERICA AND THE CARIBBEAN - 0 20 TRAVEL - INTERNATIONAL CONFERENCE 27679 EAST ASIA AND THE PACIFIC - 0 39 TRAVEL - INTERNATIONAL CONFERENCE 71403 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 118 TRAVEL - INTERNATIONAL CONFERENCE 276679 MIDDLE EAST AND NORTH AFRICA - 0 10 TRAVEL - INTERNATIONAL CONFERENCE 17491 NORTH AMERICA - CANADA AND MEXICO, BUT 0 84 TRAVEL - INTERNATIONAL CONFERENCE 147048 SOUTH AMERICA - ARGENTINA, BOLIVIA, 0 44 TRAVEL - INTERNATIONAL CONFERENCE 62138 SOUTH ASIA - AFGHANISTAN, BANGLADESH, 0 13 TRAVEL - INTERNATIONAL CONFERENCE 26028 SUB-SAHARAN AFRICA - ANGOLA, 0 2 TRAVEL - INTERNATIONAL CONFERENCE 2909 RUSSIA & THE NEWLY INDEPENDENT STATES 0 3 TRAVEL - INTERNATIONAL CONFERENCE 9374 0 330 0 3 0 333 631375 9374 640749 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE MONITORED BY MAYO CLINIC AS PRESCRIBED IN OMB CIRCULAR A-133. SEE ALSO SCHEDULE I, PART IV FOR ADDITIONAL INFORMATION ON MAYO CLINIC'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AS THE SAME PROCEDURES APPLY TO DOMESTIC AND FOREIGN GRANTS. METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: ACCRUAL METHOD 1 1 X 1 X 1 X 1 1 0 1 1 6444624 6444624 0.01080 3447474 798278 2649196 0.00440 9892098 798278 9093820 0.01520 4427546 1137446 3290100 0.00550 9520961 8854181 666780 0.00110 50002851 699138 49303713 0.08250 393043 393043 0.00070 64344401 10690765 53653636 0.08980 74236499 11489043 62747456 0.10500 174000 174000 0.00030 174000 174000 0.00030 0 17159435 0 1 1 1 1 MAYO CLINIC JACKSONVILLE

4500 SAN PABLO ROAD JACKSONVILLE FL 32224

X MAYO CLINIC JACKSONVILLE 1 1 1 200.000000000000 1 400.000000000000 1 X X X X X 1 1 X X X X X 1 0 1 X 0 0 3 ST AUGUSTINE CLINIC

110 SOUTHWOOD LAKE DRIVE ST AUGUSTINE FL 32086

CLINIC BEACHES PRIMARY CARE CENTER

742 MARSHLANDING PARKWAY JACKSONVILLE BEACH FL 32250

CLINIC ROGER MAIN BUILDING

4203 BELFORT ROAD JACKSONVILLE FL 32216

OUTPATIENT DIALYSIS PART I, LINE 6A: THE ANNUAL REPORT FOR THE FILING ORGANIZATION IS PART OF A CONSOLIDATED REPORT PREPARED BY MAYO CLINIC. PART I, LINE 7: A COST-TO-CHARGE RATIO (FROM WORKSHEET 2) IS USED TO CALCULATE THE AMOUNTS ON LINE 7A-7C (FINANCIAL ASSISTANCE, MEDICAID SHORTFALL, AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS).THE AMOUNTS FOR LINES 7E-7I WOULD COME FROM THE BOOKS AND RECORDS OF SPECIFIC SEGMENTS OF THE ORGANIZATION AND WOULD NOT BE BASED ON A COST-TO-CHARGE RATIO. PART I, LINE 7G: THE FOLLOWING NET COMMUNITY BENEFIT COST ATTRIBUTED TO A PHYSICIAN CLINIC WAS INCLUDED AS SUBSIDIZED HEALTH SERVICES: $492,985. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 17159435. PART II: MAYO CLINIC JACKSONVILLE (MCJ) CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT FOR NEW AND ONGOING PROGRAMS WITHIN ALL AREAS SUPPORTING BASIC HUMAN SERVICES, EDUCATION AND WORKFORCE DEVELOPMENT, YOUTH AND ELDERLY ENRICHMENT OPPORTUNITIES, THE ARTS AND CULTURAL ENRICHMENT, DIVERSITY AND OTHERS. CAPITAL CAMPAIGNS AND MULTI-YEAR GRANTS ARE CONSIDERED AS MCJ'S FINANCIAL RESOURCES ALLOW. PRIORITY IS GIVEN TO PROJECTS THAT DEMONSTRATE ONE OR MORE OF THE FOLLOWING:- ADDRESS SIGNIFICANT AND EMERGENT NEEDS WITHIN OUR COMMUNITY- ENHANCE MAYO'S CAPACITY TO MEET ITS MISSION- IMPROVE HEALTH OF INDIVIDUALS IN COMMUNITIES- ENABLE LONG-TERM CAPACITY BUILDING AND SUSTAINABILITY- DEMONSTRATE PARTNERSHIP BUILDING AND COLLABORATION PART III, LINE 4: THE FILING ORGANIZATION REPORTS BAD DEBT IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT 15 IS FOLLOWED TO THE EXTENT THAT IT ALIGNS WITH THE GUIDELINES SET FORTH BY GAAP.FOOTNOTE FROM MAYO CLINIC ("THE CLINIC") 2011 CONSOLIDATED AUDITED FINANCIAL STATEMENTS: ACCOUNTS RECEIVABLE FOR MEDICAL SERVICES ARE STATED AT NET REALIZABLE VALUE. THE CLINIC ESTIMATES THE ALLOWANCES FOR UNCOLLECTIBLE ACCOUNTS BASED ON HISTORIC WRITE-OFFS AND THE AGING OF THE ACCOUNTS. ACCOUNTS ARE WRITTEN OFF WHEN COLLECTION EFFORTS HAVE BEEN EXHAUSTED.BAD DEBT EXPENSE AT COST IS DETERMINED USING THE SAME COST TO CHARGE RATIO THAT IS USED TO CALCULATE FINANCIAL ASSISTANCE AND MEDICAID SHORTFALL. DISCOUNTS AND ALLOWANCES ARE ACCOUNTED FOR SEPARATELY FROM BAD DEBT EXPENSE. PART III, LINE 8: MAYO CLINIC JACKSONVILLE (MCJ) IS NOT REQUIRED TO FILE THE SAME MEDICARE COST REPORT THAT IS REQUIRED OF HOSPITALS AND REFERRED TO IN THE INSTRUCTIONS FOR CALCULATING THE AMOUNT TO REPORT IN PART III, SECTION B, LINE 6; HOWEVER, USING A COST-TO-CHARGE RATIO, MCJ DID HAVE A MEDICARE SHORTFALL OF $176,904,684 BASED ON MEDICARE REIMBURSEMENT OF $102,991,222 AND COSTS OF $279,895,906. BOTH REVENUE AND EXPENSE HAVE BEEN ADJUSTED TO ACCOUNT FOR MEDICARE REVENUE AND EXPENSES THAT ARE INCLUDED IN EDUCATION EXPENSES AND SUBSIDIZED HEALTH SERVICES. THE MEDICARE SHORTFALL REPORTED IN THE CORE FORM, PART III, PROGRAM SERVICE ACCOMPLISHMENTS, REPORTS THE TOTAL MEDICARE SHORTFALL RELATED TO PATIENT CARE AND IS THEREFORE NOT ADJUSTED FOR EDUCATION EXPENSE AND SUBSIDIZED HEALTH SERVICES. REASONS WHY MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT ARE: (1) ABSENT THE MEDICARE PROGRAM, IT IS LIKELY MANY OF THE INDIVIDUALS WOULD QUALIFY FOR CHARITY CARE OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS; (2) BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS; (3) THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS; AND (4) THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER CHARITY CARE AND OTHER COMMUNITY BENEFIT NEEDS. PART III, LINE 9B: MAYO CLINIC AND ITS AFFILIATES STRIVE TO ASSIST ALL PATIENTS IN MEETING THEIR FINANCIAL OBLIGATION PRIOR TO ENLISTING THE ASSISTANCE OF A COLLECTION AGENCY BY MAKING EVERY REASONABLE ATTEMPT TO COLLECT FROM INSURANCE COMPANIES AND OTHER THIRD-PARTY PAYORS. IN ADDITION, MAYO CLINIC AND ITS AFFILIATES ACCEPT REASONABLE PAYMENT PLANS FROM PATIENTS WHEN AN ACCOUNT IS THE PATIENT'S RESPONSIBILITY AND TRY TO IDENTIFY THOSE PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE. IN THE EVENT THAT AN ACCOUNT IS REFERRED TO A COLLECTION AGENCY, GUIDELINES ARE FOLLOWED; INCLUDING SUSPENDING ALL COLLECTION ACTIVITY IF A FINANCIAL ASSISTANCE APPLICATION HAS BEEN SUBMITTED AFTER THE ACCOUNT HAS BEEN REFERRED FOR COLLECTION. IF A COLLECTION AGENCY IDENTIFIES A PATIENT AS MEETING MAYO CLINIC'S FINANCIAL ASSISTANCE ELIGIBILTY CRITERIA OR THE PATIENT ASKS TO APPLY FOR FINANCIAL ASSISTANCE, COLLECTION ACTIVITY IS SUSPENDED UNTIL MAYO REVIEWS THE ACCOUNT FOR FINANCIAL ASSISTANCE ELIGIBILITY BASED ON SUBMISSION OF REQUESTED INFORMATION. COLLECTION ACTIVITY WOULD ONLY RESUME IF MAYO WOULD TELL THE COLLECTION AGENCY TO PURSUE COLLECTIONS ON THE BALANCE OR PARTIAL BALANCE IF THERE WAS A CHARITY ADJUSTMENT. MAYO CLINIC JACKSONVILLE PART V, SECTION B, LINE 13G: WITH REGARD TO THE POSTINGS WITHIN THE FACILITY, A BROCHURE IS MADE AVAILABLE IN NUMEROUS LOCATIONS THROUGHTOUT THE FACILITY WHICH DESCRIBES THE FINANCIAL ASSISTANCE POLICY, HOW TO APPLY FOR FINANCIAL ASSISTANCE, AND GIVES THE INTERNET ADDRESS WHERE THE COMPLETE POLICY CAN BE OBTAINED. MAYO CLINIC JACKSONVILLE PART V, SECTION B, LINE 19D: THE POLICY ALLOWS FOR A MINIMUM DISCOUNT OF 50% TO ELIGIBLE INDIVIDUALS WHICH RESULT IN AN AMOUNT LESS THAN THE AVERAGE OF THE THREE BEST NEGOTIATED COMMERCIAL RATES OR THE BEST NEGOTIATED COMMERICIAL RATE. PART VI, LINE 2: MAYO CLINIC JACKSONVILLE (MCJ) AND MAYO CLINIC FLORIDA (MCF) WORK COLLABORATIVELY IN THEIR INPATIENT AND OUTPATIENT PRACTICES TO MEET THE HEALTH CARE NEEDS OF THE LOCAL DUVAL COUNTY AND ST. JOHNS COUNTY COMMUNITIES OF ABOUT 1 MILLION RESIDENTS. IN ADDITION, MCJ AND MCF ARE PART OF A MULTI-ENTITY, INTEGRATED HEALTHCARE ORGANIZATION THAT WORKS TOGETHER TO MEET THE HEALTH CARE NEEDS OF BROADER REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIES. THESE ENTITIES ARE COLLECTIVELY REFERRED TO AS "MAYO CLINIC" FOR PURPOSES OF THIS DESCRIPTION. MAYO CLINIC'S EFFORTS TO ASSESS THE HEALTH CARE NEEDS OF THE LOCAL NORTHEAST FLORIDA COMMUNITY REST ON FOUR GUIDING PRINCIPLES DEVELOPED IN CONJUNCTION WITH COMMUNITY PARTNERS AND AFFIRMED BY MAYO CLINIC LEADERSHIP:1. HEALTH IS VALUED BY BOTH THE COMMUNITY AND MAYO CLINIC.2. "HEALTH" IS DETERMINED BY BOTH MEDICAL AND NON-MEDICAL (E.G., SOCIAL AND BEHAVIORAL) FACTORS AND BOTH CATEGORIES OF FACTORS MUST BE ADDRESSED.3. MAYO CLINIC IS COMMITTED TO PRODUCING MEASURABLE IMPROVEMENTS IN THE HEALTH OF ALL DUVAL COUNTY AND ST. JOHNS COUNTY RESIDENTS, AND BEYOND.4. STRATEGIES TO IMPROVE COMMUNITY HEALTH ARE BEST DETERMINED AND IMPLEMENTED THROUGH PARTNERSHIPS BETWEEN HEALTH CARE PROVIDERS AND COMMUNITY MEMBERS.WITH THESE PRINCIPLES AS THE BASIS OF ITS DECISION MAKING, AND CONSISTENT WITH ITS PRIMARY VALUE OF "THE NEEDS OF THE PATIENT COME FIRST," MAYO CLINIC'S APPROACH TO ASSESS THE NEEDS OF THE COMMUNITY IS ORGANIZED INTO TWO MAIN FUNCTIONS: 1) MECHANISMS TO ENGAGE AND UTILIZE INPUT FROM THE COMMUNITY AND 2) MECHANISMS TO SUPPORT AND COORDINATE INITIATIVES WITHIN MAYO CLINIC.TO ENGAGE AND UTILIZE INPUT FROM THE COMMUNITY, MAYO CLINIC IN CONJUNCTION WITH EIGHT AREA HOSPITALS AND THE HEALTH PLANNING COUNCIL OF NORTHEAST FLORIDA BEGAN CONDUCTING A COMMUNITY HEALTH NEEDS ASSESSMENT IN 2011 BY REVIEWING AND COLLECTING QUALITATIVE, QUANTITATIVE AND SECONDARY DATA TO IDENTIFY GAPS IN PROVIDING ACCESS TO SAFE AND AFFORDABLE HEALTH CARE TO AREA RESIDENTS. IN PARTNERSHIP WITH AREA PROVIDERS PLANS WERE UNDERWAY IN 2011 TO CAPITALIZE ON AND LEVERAGE THE STRENGTHS AND RESOURCES OF INDIVIDUAL PROVIDERS TO ADDRESS IDENTIFIED GAPS IN THE HEALTH CARE NEEDS OF THE COMMUNITY. THE COMMUNITY HEALTH NEEDS ASSESSMENT PRESENTS A UNIQUE OPPORTUNITY TO ADVANCE MAYO CLINIC'S RESPONSE TO THE HEALTH CARE NEEDS OF THE COMMUNITY. WITHIN MAYO CLINIC, COORDINATION OF COMMUNITY ENGAGEMENT INITIATIVES IS ACCOMPLISHED THROUGH A COMMUNITY GIVING COMMITTEE, WHICH EVALUATES FUNDING AND SPONSORSHIP REQUESTS FROM COMMUNITY AGENCIES AND GUIDES INSTITUTIONAL SUPPORT FOR VARIOUS COMMUNITY INITIATIVES. THIS GROUP ENSURES THE GUIDING PRINCIPLES ARE FOLLOWED AND FACILITATES COMMUNITY OUTREACH INITIATIVES. THE JACKSONVILLE HEALTH DISPARITIES OVERSIGHT COMMITTEE WAS FORMED IN SEPTEMBER 2006 TO ADDRESS HEALTH DISPARITIES ISSUES. THE COMMITTEE WORKS CLOSELY WITH THE COMMUNITY RESEARCH ADVISORY BOARD (CRAB), WHICH CONSISTS OF MEMBERS FROM THE JACKSONVILLE COMMUNITY OF MULTICULTURAL BACKGROUNDS AND VARIOUS PROFESSIONS, WHO ARE RESPONSIBLE FOR 2 MAIN FUNCTIONS:- REVIEW RESEARCH PROTOCOLS AND PROVIDE IMPORTANT FEEDBACK BASED ON DIVERSE PERSPECTIVES TO INVESTIGATORS ABOUT THEIR PROPOSED STUDY DESIGN.- ADVISE ON STRATEGIES FOR THE RECRUITMENT OF DIVERSE POPULATIONS TO MCJ RESEARCH PROTOCOLS.MAYO CLINIC ALSO ATTRACTS PATIENTS FROM AREAS FAR BEYOND ITS IMMEDIATE COMMUNITIES. PATIENTS COME TO MAYO CLINIC FROM EVERY STATE AND MANY FOREIGN COUNTRIES. BESIDES ITS PRINCIPAL CLINICAL AND HOSPITAL FACILITIES IN ROCHESTER, MINNESOTA, MAYO CLINIC HAS A NETWORK OF COMMUNITY BASED HEALTH CARE PROVIDERS IN OVER 70 COMMUNITIES THROUGHOUT SOUTHERN MINNESOTA, NORTHERN IOWA AND WEST CENTRAL WISCONSIN. IN ADDITION, MAYO CLINIC HAS FACILITIES IN SCOTTSDALE AND PHOENIX, ARIZONA AS WELL AS JACKSONVILLE, FLORIDA. MAYO CLINIC SUPPORTS AND COORDINATES EFFORTS TO IMPROVE THE HEALTH AND WELL BEING WITHIN EACH OF THE COMMUNITIES IT SERVES AS WELL AS CONDUCTING MEDICAL EDUCATION AND RESEARCH ACTIVITIES TO ADVANCE THE SCIENCE OF MEDICINE TO BENEFIT A BROAD RANGE OF REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIES. PART VI, LINE 3: MEASURES TO PUBLICIZE FINANCIAL ASSISTANCE POLICY:MAYO CLINIC IS COMMITTED TO OFFERING FINANCIAL ASSISTANCE TO ELIGIBLE PATIENTS WHO DO NOT HAVE THE ABILITY TO PAY FOR THEIR MEDICAL SERVICES IN WHOLE OR IN PART. IN ORDER TO ACCOMPLISH THIS CHARITABLE GOAL, MAYO CLINIC AND MAYO CLINIC HEALTH SYSTEM SITES WILL WIDELY PUBLICIZE THIS POLICY IN THE COMMUNITIES THAT THE INDIVIDUAL MAYO CLINIC AFFILIATED SITES SERVE. MAYO CLINIC AFFILIATED SITES WILL MAKE A COPY OF THIS POLICY AVAILABLE BY POSTING IT ON THEIR WEBPAGE INCLUDING THE ABILITY TO DOWNLOAD A COPY OF THE POLICY FREE OF CHARGE. INDIVIDUALS IN THE COMMUNITY SERVED WILL BE ABLE TO OBTAIN A COPY OF THE POLICY IN LOCATIONS THROUGHOUT EACH MAYO CLINIC AFFILIATED SITE OR UPON REQUEST. THE POLICY EXPLAINS THE FINANCIAL ASSISTANCE PROGRAM AND FACTORS AFFECTING ELIGIBILITY. WITHIN THE HOSPITAL FACILITY, A BROCHURE IS MADE AVAILABLE IN NUMEROUS LOCATIONS THROUGHOUT THE FACILITY WHICH DESCRIBES THE FINANCIAL ASSISTANCE POLICY, HOW TO APPLY FOR FINANCIAL ASSISTANCE, AND GIVES THE INTERNET ADDRESS WHERE THE COMPLETE POLICY CAN BE OBTAINED. PART VI, LINE 4: MAYO CLINIC JACKSONVILLE (MCJ) AND MAYO CLINIC FLORIDA (MCF) ARE LOCATED IN EASTERN JACKSONVILLE, DUVAL COUNTY, FLORIDA AND TOGETHER SERVE POPULATIONS FROM JACKSONVILLE, AS WELL AS PATIENTS FROM ACROSS THE SOUTHEASTERN UNITED STATES AND INTERNATIONALLY. APPROXIMATELY 47% OF THE PATIENT POPULATION RESIDES OUTSIDE THE JACKSONVILLE METROPOLITAN AREA, AND 39% ARE COVERED BY MEDICARE. THE FILING ORGANIZATIONS EMPHASIZE COMPLEX AND DIFFICULT SPECIALTY AND TERTIARY CARE, INCLUDING ORGAN TRANSPLANTATION, NEUROLOGY, ONCOLOGY AND ORTHOPEDICS. THE ORGANIZATION DOES NOT HAVE PEDIATRIC OR OBSTETRIC PRACTICES, AND THIS LIMITS ACCESS TO MEDICAID PATIENTS SINCE FLORIDA'S MEDICAID BENEFITS ARE GENERALLY RESTRICTED TO CHILDREN AND PREGNANT WOMEN; HOWEVER, THE ORGANIZATION DOES HAVE AGREEMENTS WITH THE STATE OF FLORIDA TO PROVIDE A CERTAIN PERCENTAGE OF ORGAN TRANSPLANTS TO MEDICAID OR CHARITY PATIENTS (THE AMOUNT VARIES WITH EACH ORGAN TYPE). PART VI, LINE 5: THIS FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. MAYO CLINIC AND ITS AFFILIATES ARE LARGE, MULTI-FACETED, INTEGRATED, NOT-FOR-PROFIT GROUP PRACTICES AND HEALTH SYSTEMS. AT MAYO CLINIC, DOCTORS FROM EVERY MEDICAL SPECIALTY WORK TOGETHER TO CARE FOR PATIENTS, JOINED BY COMMON SYSTEMS AND A PHILOSOPHY OF "THE NEEDS OF THE PATIENT COME FIRST." THE ORGANIZATIONS (INCLUDING HOSPITAL AND NON-HOSPITAL ENTITIES) WORK TOGETHER TO SERVE THEIR COMMUNITIES AT THE LOCAL, REGIONAL, NATIONAL, AND GLOBAL LEVELS. THIS COMMUNITY BENEFIT HAPPENS THROUGH ITS FOCUS ON PATIENT CARE, EDUCATION, AND RESEARCH. SPECIFICALLY, THE TAX-EXEMPT PURPOSE OF MAYO CLINIC AND ITS AFFILIATES IS THREE-FOLD:PRACTICE - PRACTICE MEDICINE AS AN INTEGRATED TEAM OF COMPASSIONATE, MULTI-DISCIPLINARY PHYSICIANS, SCIENTISTS AND ALLIED HEALTH PROFESSIONALS WHO ARE FOCUSED ON THE NEEDS OF PATIENTS FROM OUR COMMUNITIES, REGIONS, THE NATION AND THE WORLD.EDUCATION - EDUCATE PHYSICIANS, SCIENTISTS AND ALLIED HEALTH PROFESSIONALS AND BE A DEPENDABLE SOURCE OF HEALTH INFORMATION FOR OUR PATIENTS AND THE PUBLIC.RESEARCH - CONDUCT BASIC AND CLINICAL RESEARCH PROGRAMS TO IMPROVE PATIENT CARE AND TO BENEFIT SOCIETY, INCLUDING PARTNERING WITH MAYO CLINIC HEALTH SYSTEM PRACTICES TO PERFORM PRACTICE-BASED RESEARCH DESIGNED TO IMPROVE PATIENT CARE.THROUGH ITS MISSION, MAYO CLINIC AND ITS AFFILIATES ENRICH THE COMMUNITIES IN WHICH THEY OPERATE AS WELL AS THE BROADER COMMUNITY - IMPROVING MEDICINE THROUGH RESEARCH, EDUCATING PHYSICIANS AND OTHER HEALTH CARE PROVIDERS, AND PROVIDING CARE AND SUPPORT TO PEOPLE IN NEED. PLEASE REFER TO THE PROGRAM SERVICE ACCOMPLISHMENTS ON FORM 990, PART III, FOR FURTHER DESCRIPTION OF THE FILING ORGANIZATION'S ACTIVITIES.MAYO CLINIC AND ITS AFFILIATES REINVEST THEIR NET OPERATING INCOME TO ADVANCE MEDICAL RESEARCH AND TEACH THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS, AS WELL AS TO ALLOW THE INDIVIDUAL ENTITY TO SUSTAIN ITS MISSION AND PREPARE FOR THE FUTURE. THE BOARD OF TRUSTEES IS THE GOVERNING BODY OF MAYO CLINIC. A MAJORITY OF ITS MEMBERS ARE EXTERNAL, INDEPENDENT TRUSTEES. IT HAS OVERALL RESPONSIBILITY FOR THE CHARITABLE, CLINICAL PRACTICE, SCIENTIFIC AND EDUCATIONAL MISSION AND PURPOSES OF MAYO CLINIC AND ITS AFFILIATES AS SET FORTH IN ITS ARTICLES OF INCORPORATION AND BYLAWS. BECAUSE OF MAYO CLINIC'S NATIONAL PRESENCE, THESE TRUSTEES ARE SELECTED BASED ON THEIR AREAS OF EXPERTISE, EXPERIENCE, AND OTHER CRITERIA ESTABLISHED BY THE INDEPENDENT NOMINATING COMMITTEE OF THE BOARD OF TRUSTEES. AREAS OF EXPERTISE AND EXPERIENCE INCLUDE SUCH AREAS AS HEALTH CARE POLICY, RESEARCH, EDUCATION, BUSINESS, AND GOVERNMENT. THE FILING ORGANIZATION, WHICH IS CONTROLLED BY MAYO CLINIC, RELIES ON THE COMMUNITY REPRESENTATION OF THE MAYO CLINIC BOARD OF TRUSTEES TO FULFILL THIS REQUIREMENT. SEVERAL OF MAYO CLINIC'S HOSPITAL ENTITIES HAVE OBTAINED LETTER RULINGS APPROVING A STAFF MODEL IN WHICH ONLY MAYO CLINIC EMPLOYED PHYSICIANS ARE GIVEN STAFF PRIVILEGES IN ORDER TO MAINTAIN STANDARD METHODS OF PRACTICE AND PROTOCOLS. FOR THOSE ENTITIES, THE PHYSICIANS ARE SALARIED EMPLOYEES AND THUS THE ISSUE OF PRIVATE INUREMENT AND PRIVATE BENEFIT ADDRESSED BY THE OPEN STAFF REQUIREMENT ARE OTHERWISE ADDRESSED. THE FILING ORGANIZATION IS ONE OF THE ENTITIES WHICH OPERATES BASED ON THE CLOSED STAFF MODEL. THE PATIENTS OF THE FILING ORGANIZATION HAVE ACCESS TO AN EMERGENCY ROOM OPERATED BY A RELATED ENTITY ADJACENT TO OR IN CLOSE PROXIMITY TO THE FILING ORGANIZATION. PART VI, LINE 6: THE FILING ORGANIZATION IS PART OF A GROUP OF HEALTHCARE ENTITIES AFFILIATED WITH MAYO CLINIC. MAYO CLINIC IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT GROUP PRACTICE IN THE WORLD. DOCTORS FROM EVERY MEDICAL SPECIALTY WORK TOGETHER TO CARE FOR PATIENTS, JOINED BY COMMON SYSTEMS AND A PHILOSOPHY OF "THE NEEDS OF THE PATIENT COME FIRST." MORE THAN 3,300 PHYSICIANS, SCIENTISTS AND RESEARCHERS AND 46,000 ALLIED HEALTH STAFF WORK AT MAYO CLINIC, WHICH HAS SITES IN ROCHESTER, MINNESOTA, JACKSONVILLE, FLORIDA, AND SCOTTSDALE/PHOENIX, ARIZONA, AS WELL AS A REGIONAL NETWORK OF HOSPITALS AND CLINICS IN MINNESOTA, WISCONSIN, AND IOWA. COLLECTIVELY, MORE THAN HALF A MILLION PEOPLE ARE TREATED EACH YEAR.SPECIFICALLY, THE FILING ORGANIZATION PROVIDES MEDICAL EDUCATION, RESEARCH, AND CLINIC SERVICES AT THE FLORIDA LOCATION. FOR MORE SPECIFIC DESCRIPTION, SEE THE RESPONSE TO CORE FORM, PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS, LINE 4A (REPORTED IN SCHEDULE O). PART VI, LINE 7: NEITHER THE FILING ORGANIZATION, NOR ANY RELATED ORGANIZATION, FILES A COMMUNITY BENEFIT REPORT WITH ANY STATE OTHER THAN THE EXTENT TO WHICH COMMUNITY BENEFIT INFORMATION IS INCLUDED IN OTHER REPORTING REQUIREMENTS SUCH AS INFORMATION PROVIDED ON THE MINNESOTA HOSPITAL ANNUAL REPORT OR TO THE WISCONSIN HOSPITAL ASSOCIATION. 1 ST JOHN'S COUNTY CHAMBER OF COMMERCE 1 RIBERIA STREET ST AUGUSTINE FL 32084 590432275 501(C)(6) 5000 COMMUNITY DEVELOPMENT UNIVERSITY OF NORTH FLORIDA FOUNDATION 1 UNF DRIVE JACKSONVILLE FL 32224 237167701 501(C)(3) 30000 EDUCATION NORTH FLORIDA CARDIOVASCULAR EDUCATION FOUNDATION 501 RIVERSIDE AVENUE SUITE 800 JACKSONVILLE FL 32202 201773470 501(C)(3) 5000 EDUCATION AMERICAN HEART ASSOCIATION 5851 ST AUGUSTINE ROAD JACKSONVILLE FL 32207 135613797 501(C)(3) 142500 HEALTHCARE AMERICAN DIABETES ASSOCIATION 8384 BAYMEADOWS ROAD SUITE 10 JACKSONVILLE FL 32256 131623888 501(C)(3) 12500 HEALTHCARE ST ANDREW'S LIGHTHOUSE 1797 BEACH BOULEVARD JACKSONVILLE FL 32250 311489868 501(C)(3) 35000 HEATLHCARE MUSCULAR DYSTROPHY ASSOCIATION 10245 CENTURION PARKWAY SUITE 315 JACKSONVILLE FL 32256 131665552 501(C)(3) 5000 HEALTHCARE JACKSONVILLE SYMPHONY ASSOCIATION 300 WEST WATER STREET SUITE 200 JACKSONVILLE FL 32202 596002520 501(C)(3) 75000 COMMUNITY DEVELOPMENT AMERICAN CANCER SOCIETY 1430 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 590657320 501(C)(3) 50000 HEALTHCARE BEACHES FINE ART SERIES PO BOX 51171 JACKSONVILLE BEACH FL 32240 592989136 501(C)(3) 10000 COMMUNITY DEVELOPMENT THE CHILDREN'S CHRISTMAS PARTY OF JACKSONVILLE PO BOX 5338 JACKSONVILLE FL 32247 593611757 501(C)(3) 8000 EQUALITY OF OPPORTUNITY LEUKEMIA & LYMPHOMA SOCIETY 7077 BONNEVAL ROAD JACKSONVILLE FL 32216 860282117 501(C)(3) 5000 HEALTHCARE KATIE CAPLES FOUNDATION 98 SOUTH FLECHER AVENUE AMELAI ISLAND FL 32034 593580838 501(C)(3) 20000 HEALTHCARE AMERICAN LUNG ASSOCIATION 6852 BELFORT OAKS PLACE JACKSONVILLE FL 32216 590662271 501(C)(3) 10000 HEALTHCARE DEEN DEVELOPMENT CORPORATION 5290-4 NORWOOD AVENUE JACKSONVILLE FL 32209 300500543 501(C)(3) 13090 HEALTHCARE LEADERSHIP JACKSONVILLE INC 4040 WOODCOCK DRIVE SUITE 155 JACKSONVILLE FL 32207 591718154 501(C)(3) 5000 COMMUNITY DEVELOPMENT UNITED WAY OF NORTHEAST FLORIDA PO BOX 41428 JACKSONVILLE FL 32203 590637825 501(C)(3) 25000 EQUALITY OF OPPORTUNITY MISSION HOUSE INC 800 SHETTER AVENUE JACKSONVILLE FL 32250 593376704 501(C)(3) 5000 EQUALITY OF OPPORTUNITY JACKSONVILLE URBAN LEAGUE 903 WEST UNION STREET JACKSONVILLE FL 32204 590637865 501(C)(3) 10000 COMMUNITY DEVELOPMENT EDWARD WATERS COLLEGE 1658 KINGS ROAD JACKSONVILLE FL 32209 591146751 501(C)(3) 5000 EDUCATION WJCT 100 FESTIVAL PARK AVENUE JACKSONVILLE FL 32202 590711482 501(C)(3) 15000 COMMUNITY DEVELOPMENT DUVAL COUNTY PUBLIC SCHOOLS 1701 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 596000589 DUVAL COUNTY, FL 6000 EDUCATION SISTERS NETWORK 11691 CHERRY BARK DRIVE WEST JACKSONVILLE FL 32218 593488199 501(C)(3) 12000 HEATHCARE WOMEN'S CENTER OF JACKSONVILLE 5644 COLCORD AVENUE JACKSONVILLE FL 32211 237437216 501(C)(3) 5000 EQUALITY OF OPPORTUNITY CORIELL INSTITUTE FOR MEDICAL RESEARCH 43 HADDON AVENUE CAMDEN NJ 08103 210672684 501(C)(3) 32485 RESEARCH PALO ALTO INSTITUTE FOR RESEARCH AND EDUCATION 3801 MIRANDA AVENUE PALO ALTO CA 94304 770207331 501(C)(3) 18184 RESEARCH COLUMBIA UNIVERSITY 630 WEST 168TH STREET NEW YORK NY 10032 135598093 501(C)(3) 52531 RESEARCH WASHINGTON UNIVERSITY 700 ROSEDALE AVENUE BOX 1034 SAINT LOUIS MO 63111 430653611 501(C)(3) 118783 RESEARCH EMORY UNIVERSITY 1599 CLIFTON ROAD 3RD FLOOR ATLANTA GA 30322 580566256 501(C)(3) 40000 RESEARCH ALACHUA COUNTY HEALTH DEPARTMENT 224 24TH STREET SE GAINESVILLE FL 32641 596000501 ALACHUA COUNTY, FL 88191 RESEARCH UNIVERSITY OF VIRGINIA 1001 NORTH EMMET STREET CHARLOTTESVILLE VA 22904 546001796 STATE OF VIRGINIA 217069 RESEARCH UNIVERSITY OF TENNESSEE 800 ANDY HOLT TOWER KNOXVILLE TN 37996 626001636 STATE OF TENNESSEE 14093 RESEARCH UNIVERSITY OF FLORIDA 2500 SOUTHWEST 2ND AVENUE GAINESVILLE FL 32607 596002052 STATE OF FLORIDA 23903 RESEARCH UNIVERSITY OF MICHIGAN 4260 PLYMOUTH ROAD ANN ARBOR MI 48109 386006309 STATE OF MICHIGAN 64442 RESEARCH H LEE MOFFIT CANCER CENTER AND RESEARCH INSTITUTE 12902 MAGNOLIA DRIVE TAMPA FL 33612 592451713 501(C)(3) 45956 RESEARCH H LEE MOFFIT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL 12902 MAGNOLIA DRIVE TAMPA FL 33612 593238634 501(C)(3) 52945 RESEARCH MAYO CLINIC ARIZONA 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 860800150 501(C)(3) 38125 RESEARCH MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 40922193 CONTRIBUTIONS & RESEARCH 37 1 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. FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE MONITORED BY THE FILING ORGANIZATION AS PRESCRIBED IN OMB CIRCULAR A-133. NO ADDITIONAL MONITORING IS PERFORMED. TRANSFERS OR GRANTS TO TAX-EXEMPT ORGANIZATIONS 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. TRANSFERS OR GRANTS TO AFFILIATED TAX-EXEMPT ORGANIZATIONS WILL BE USED PURSUANT TO THE POLICIES AND PROCEDURES OF THE GRANTEE ORGANIZATIONS AND TO FURTHER THE EXEMPT PURPOSES OF THE GRANTEE ORGANIZATIONS. BOTH THE FILING ORGANIZATION AND THE GRANTEE ORGANIZATION MAINTAIN ADEQUATE BOOKS AND RECORDS OF SUCH TRANSFERS OR GRANTS. NO ADDITIONAL MONITORING IS PERFORMED. X X X 1 1 0 1 0 0 0 0 0 0 0 BRIGHAM ROBERT F 439640 0 0 0 5011 0 226 0 21222 0 466099 0 0 0 BROTT MD THOMAS G 291871 0 0 0 43350 0 43692 0 14004 0 392917 0 36188 0 BUSKIRK MD STEVEN J 498166 0 0 0 31749 0 30629 0 14004 0 574548 0 26561 0 DAWSON MD NANCY L 253929 0 0 0 2353 0 36056 0 14004 0 306342 0 0 0 DEVAULT MD KENNETH R 448570 0 0 0 59077 0 22640 0 26244 0 556531 0 55957 0 GONWA MD THOMAS A 299320 0 0 0 23566 0 40931 0 27968 0 391785 0 17422 0 HARRISON DEBRA A 186524 0 0 0 2374 0 59 0 13779 0 202736 0 0 0 HOFFMAN MARY J 260080 0 0 0 1769 0 25980 0 25208 0 313037 0 0 0 JORGENSEN STEVEN C 264251 0 0 0 18515 0 24706 0 20088 0 327560 0 16933 0 LANGE MD STEPHEN M 440328 0 0 0 80504 0 34686 0 20028 0 575546 0 74282 0 LEVENTHAL MD JACK P 349301 0 0 0 65045 0 0 0 14004 0 428350 0 55850 0 MATHEWS HILARY G 239166 0 0 0 2232 0 0 0 20088 0 261486 0 0 0 MURRAY MD PETER M 513775 0 0 0 48853 0 26194 0 14754 0 603576 0 44640 0 O'CONNOR MD MARY I 524493 0 0 0 77603 0 29715 0 26968 0 658779 0 49712 0 RUPP MD WILLIAM C 720745 0 0 0 19973 0 117 0 8088 0 748923 0 0 0 SMITH MD CD 472820 0 34250 0 48305 0 30392 0 25148 0 610915 0 44866 0 TOMLINSON DANIEL L 180617 0 0 0 919 0 15819 0 22044 0 219399 0 0 0 ACKERMAN FRANKLIN K 179498 0 0 0 634 0 11791 0 18984 0 210907 0 0 0 FORD MARGARET J 181486 0 0 0 1711 0 25857 0 15828 0 224882 0 0 0 HUBER HAROLD D 200886 0 0 0 3681 0 24 0 14704 0 219295 0 0 0 KHOOR MD ANDRAS 379647 0 0 0 28511 0 29241 0 24968 0 462367 0 24346 0 PASCUAL MD JORGE M 303762 0 0 0 19513 0 25914 0 21088 0 370277 0 17837 0 SCHEFFEL JEFFREY G 152523 0 0 0 1443 0 17027 0 21398 0 192391 0 0 0 SPACKMAN MD THOMAS N 415978 0 0 0 7534 0 40476 0 19044 0 483032 0 0 0 UITTI MD RYAN J 261317 0 0 0 1438 0 24274 0 27282 0 314311 0 0 0 WALTERS ROBERT M 161441 117958 0 0 1571 8237 19631 15197 12533 9055 195176 150447 3917 3032 WHAREN MD ROBERT E 728287 0 0 0 301282 0 34687 0 21468 0 1085724 0 293954 0 WILLIAMS MD HUGH J 588986 0 0 0 127670 0 34320 0 14064 0 765040 0 121642 0 AGNEW MD RICHARD C 624724 0 0 0 293337 0 40999 0 19968 0 979028 0 282009 0 DEEN MD HUGH G 716998 0 0 0 277342 0 32886 0 19968 0 1047194 0 269837 0 HANEL MD RICARDO A 903210 0 0 0 73436 0 13510 0 19968 0 1010124 0 71836 0 LANE MD GARY E 570602 0 0 0 221952 0 36920 0 14004 0 843478 0 211033 0 REIMER MD RONALD 712075 0 0 0 271102 0 27914 0 22428 0 1033519 0 263912 0 BARTLEY MD GEORGE B 0 502328 0 0 0 52186 0 27761 0 19117 0 601392 0 46941 BOLLING DAVID B 0 209601 0 0 0 2023 0 0 0 20608 0 232232 0 0 CROFT CHERYL 0 233478 0 0 0 1353 0 26713 0 19968 0 281512 0 0 PRESUTTI DO RICHARD J 309921 0 0 0 2020 0 18265 0 19544 0 349750 0 0 0 WEBER JOAN A 0 196691 0 0 0 1737 0 16457 0 8148 0 223033 0 0 ZORN CHRISTINA K 0 197632 0 0 0 354 0 11494 0 20088 0 229568 0 0 PART I, LINE 1A DR. RUPP AND DR. LEVENTHAL SERVED ON THE BOARD OF TRUSTEES FOR MAYO CLINIC (THE PARENT COMPANY OF THE FILING ORGANIZATION) AND WERE PROVIDED TRAVEL FOR COMPANIONS SO THEIR SPOUSES COULD ACCOMPANY THEM TO THE SITE OF THE MAYO CLINIC BOARD OF TRUSTEE MEETINGS. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION AND IS ORDINARILY GROSSED-UP. MAYO EMPLOYEES RESIDING IN FLORIDA DO NOT HAVE FLORIDA INCOME TAX AND INCUR REDUCTIONS IN THIER NET PAY AS A RESULT OF WORKING OUTSIDE OF FLORIDA DUE TO WITHHOLDING REQUIREMENTS OF OTHER STATES. FLORIDA EMPLOYEES PERFORMING WORK OUTSIDE OF FLORIDA RECEIVE A SUPPLEMENTAL PAYMENT TO HELP OFFSET THE COST OF THE STATE INCOME TAXES INCURRED AS A RESULT OF HAVING TO WORK OUTSIDE OF FLORIDA. SEVERAL CURRENT & FORMER TRUSTEES, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES LISTED ON THIS RETURN RECEIVED THIS SUPPLEMENTAL PAYMENT. DR. STEPHEN LANGE AND ROBERT BRIGHAM RECEIVED AN AWARD OR OTHER TANGIBLE RECOGNITION THAT WAS TREATED AS TAXABLE COMPENSATION. PURSUANT TO INSTITUTIONAL POLICIES, CERTAIN SUCH AWARDS HAVE A TAX GROSS-UP APPLIED IN ORDER NOT TO DIMINISH THE RECOGNITION AND CELEBRATORY NATURE OF THE AWARD. PERSONAL INCOME TAX PREPARATION SERVICES (I.E. PERSONAL SERVICES) ARE AVAILABLE TO ALL VOTING STAFF OF MAYO CLINIC. SEVERAL CURRENT & FORMER TRUSTEES, KEY EMPLOYEES AND HIGHEST PAID 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. 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. RICHARD AGNEW, M.D. - $282,009 THOMAS BROTT, M.D. - $36,188 STEVEN BUSKIRK, M.D. - $26,561 HUGH DEEN, M.D. - $269,837 KENNETH DEVAULT, M.D. - $55,957 THOMAS GONWA, M.D. - $17,422 RICARDO HANEL, M.D. - $71,836 STEVEN JORGENSEN - $16,933 ANDRAS KHOOR, M.D. - $24,346 GARY LANE, M.D. - $211,033 STEPHEN LANGE, M.D. - $74,282 JACK LEVENTHAL, M.D. - $55,850 PETER MURRAY, M.D. - $44,640 MARY O'CONNOR, M.D. - $49,712 JORGE PASCUAL, M.D. - $17,837 RONALD REIMER, M.D. - $263,912 C.D. SMITH, M.D. - $44,866 ROBERT WALTERS - $6,949 ROBERT WHAREN, M.D. - $293,954 HUGH WILLIAMS, M.D. - $121,642 GEORGE BARTLEY, M.D. - $46,941 SUPPLEMENTAL INFORMATION PART III COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. 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. MMSI INC BOARD OVERLAP 28328838 BENEFITS AND SERVICES 0 JANICE CLARKE MD SPOUSE OF OFFICER / DIRECTOR 275440 EMPLOYMENT 0 KRISTIN SCHUMANN DAUGHTER OF OFFICER / DIRECTOR 40399 EMPLOYMENT 0 CAITLIN SCHEFFEL DAUGHTER OF KEY EMPLOYEE 17858 EMPLOYMENT 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUAL IS EMPLOYED BY A RELATED ORGANIZATION: ROBERT WALTERS RESULTING IN A BUSINESS REALTIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFIICER, DIRECTOR, OR TRUSTEE: ROBERT BRIGHAM MARY HOFFMAN DUE TO OVERLAP OF BOARD MEMERSHIP ON A RELATED TAXABLE ENTITY, THE FOLLOWING INDIVIDUALS: ROBERT BRIGHAM MARY HOFFMAN WILLIAM RUPP, M.D. HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: ROBERT BRIGHAM MARY HOFFMAN WILLIAM RUPP, M.D. FORM 990, PART VI, SECTION A, LINE 3 MAYO CLINIC JACKSONVILLE IS AFFILIATED WITH MAYO CLINC. 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 OF MAYO CLINIC JACKSONVILLE IS MAYO CLINIC. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE MAYO CLINIC JACKSONVILLE EXECUTIVE OPERATIONS TEAM SHALL BE ELECTED UPON THE NOMINATION OF THE VICE PRESIDENT/CEO AND ELECTION BY THE MAYO CLINIC BOARD OF GOVERNORS. FORM 990, PART VI, SECTION A, LINE 7B MAYO CLINIC JACKSONVILLE'S ARTICLES PROVIDE THE SOLE CORPORATE MEMBER POWER IN AREAS SUCH AS COMPENSATION, CAPTIAL, BUDGET, DEBT AND APPROVAL OF AMENDMENTS TO THE ARTICLES AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM SITE ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT. IT IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER AND FINANCE STAFF. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE FILING ORGANIZATIONS GOVERNING BODY VIA U.S. 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 HAVE A COMPREHENSIVE CONFLICT OF INTEREST POLICY APPLICABLE TO ALL OF THE AFFILIATED ENTITIES AND TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES OF THOSE ENTITIES. ALL CURRENT AND FORMER OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES WHO WE ANTICIPATE WILL BE LISTED ON A FORM 990 ARE ASKED TO COMPLETE AN "ANNUAL TAX AND COMPLIANCE DISCLOSURE" FORM. THIS INFORMATION IS REVIEWED BY BOTH THE CORPORATE TAX DEPARTMENT AND THE OFFICE OF CONFLICT OF INTEREST REVIEW. ALL DISCLOSURES OF CURRENT OR PROPOSED ACTIVITY THAT REQUIRE ACTION UNDER THE POLICY ARE THE SUBJECT OF ONGOING REVIEW AND ACTION THROUGH THE OFFICE OF CONFLICT OF INTEREST REVIEW AND THE CONFLICT OF INTEREST REVIEW BOARD. INVOLVED INDIVIDUALS ARE INFORMED OF ALL REQUIRED ACTION. MANY TYPES OF RELATIONSHIPS THAT COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED. OTHER TYPES OF RELATIONSHIPS ARE PERMITTED SUBJECT TO COMPLIANCE WITH THE MANAGEMENT PLAN ESTABLISHED BY THE CONFLICT OF INTEREST REVIEW BOARD. A COMMON MANAGEMENT STRATEGY FOR PERMITTED ACTIVITIES IS TO REQUIRE BILATERAL RECUSAL AND APPROPRIATE DOCUMENTATION IN THE MINUTES OF MAYO CLINIC (AND/OR AFFILIATE) AND THE OUTSIDE ENTITY. ADDITIONAL CONFLICT OF INTEREST POLICIES AND PROCEDURES EXIST FOR CERTAIN ENTITIES CONCERNING RESEARCH CONTRACTS AND OTHER TYPES OF POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15: THE FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. MAYO CLINIC AND ITS AFFILIATES HAVE A COORDINATED PROCESS FOR REVIEWING AND APPROVING COMPENSATION AND BENEFITS FOR PHYSICIANS AND ADMINISTRATIVE LEADERSHIP. THE FOLLOWING INDEPENDENT APPROVAL PROCESS OCCURS ANNUALLY IN THE FALL FOR THE NEXT YEAR'S COMPENSATION. THE SALARIES OF THE CEO, CAO, CFO AND THE VICE CHAIR WERE REVIEWED BY THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE AND/OR THE MAYO CLINIC GOVERNANCE COMMITTEE PURSUANT TO THE PROCESS DESCRIBED BELOW FOR PHYSICIAN AND ADMINISTRATIVE LEADERSHIP. THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE INITIALLY REVIEWS THE COMPENSATION OF PHYSICIANS AND ADMINISTRATIVE LEADERSHIP FOR THE ARIZONA, FLORIDA, AND ROCHESTER, MINNESOTA CAMPUSES. THE COMMITTEE IS COMPRISED OF MAYO EMPLOYEES, BUT IS INDEPENDENT FOR INTERNAL REVENUE CODE 4958 FOR THE INDIVIDUALS WHOSE SALARY IS REVIEWED (WITH RECUSAL WHERE APPROPRIATE). FOR THOSE INDIVIDUALS FOR WHICH THIS COMMITTEE CAN NOT SERVE AS THE INDEPENDENT REVIEW, THEIR COMPENSATION AND BENEFITS ARE REVIEWED BY THE GOVERNANCE COMMITTEE (DESCRIBED BELOW). THE SALARY AND BENEFITS COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. THE MAYO CLINIC COMMITTEE ON OFFICER SUCCESSION, COMPENSATION, AND GOVERNANCE (GOVERNANCE COMMITTEE) IS COMPRISED OF SEVEN OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. THIS GROUP REVIEWS THE COMPENSATION AND BENEFITS FOR PHYSICIANS FROM ALL CAMPUSES, INCLUDING THE MAYO CLINC HEALTH SYSTEM LOCATIONS, AS WELL AS CERTAIN SENIOR ADMINISTRATIVE AND EXECUTIVE LEADERSHIP (INCLUDING ALL PERSONS BELIEVED TO BE DISQUALIFIED PERSONS). THIS PROCESS ESTABLISHES ACCEPTABLE RANGES FOR VARIOUS POSITIONS, LEVELS, AND SPECIALTIES. THE COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. IN ADDITION, THE GOVERNANCE COMMITTEE DIRECTLY RETAINS AN INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANT TO PROVIDE RELEVANT, CONTEMPORANEOUS BENCHMARK INFORMATION FOR A SMALL GROUP OF SENIOR PHYSICIAN, ADMINISTRATIVE, AND EXECUTIVE LEADERSHIP POSITIONS FOR WHICH AN INDIVIDUALIZED REVIEW AND RECOMMENDATION IS MADE. FORM 990, PART VI, SECTION C, LINE 19 THE FILING ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND ALSO ON THE MAYOCLINIC.ORG WEBSITE. THE FILING ORGANIZATION IS A HOSPITAL AFFILIATED WITH MAYO CLINIC. AS SUCH, MAYO CLINIC'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO THE FILING ORGANIZATION'S FORM 990 AND WOULD BE AVAILABLE UPON REQUEST OF THE FORM 990. FORM 990, PART VII, SECTION A, AVERAGE HOURS PER WEEK DEVOTED TO POSITION WITH RELATED ORGANIZATIONS: GEORGE BARTLEY, M.D. - 40 HOURS DAVID BOLLING - 40 HOURS CHERYL CROFT - 40 HOURS JOAN WEBER - 40 HOURS CHRISTINA ZORN - 40 HOURS ROBERT BRIGHAM - 20 HOURS THOMAS BROTT, M.D. - 20 HOURS STEVEN BUSKIRK, M.D. - 20 HOURS NANCY DAWSON, M.D. - 20 HOURS KENNETH DEVAULT, M.D. - 20 HOURS THOMAS GONWA, M.D. - 20 HOURS DEBRA HARRISON - 20 HOURS MARY HOFFMAN - 20 HOURS STEVEN JORGENSEN - 20 HOURS STEPHEN LANGE, M.D. - 20 HOURS JACK LEVENTHAL, M.D. - 20 HOURS HILARY MATHEWS - 20 HOURS PETER MURRAY, M.D. - 20 HOURS MARY O'CONNOR, M.D. - 20 HOURS WILLIAM RUPP, M.D. - 20 HOURS C.D. SMITH, M.D. - 20 HOURS DANIEL TOMLINSON - 20 HOURS FRANKLIN ACKERMAN - 20 HOURS MARGARET FORD - 20 HOURS HAROLD HUBER - 20 HOURS ANDRAS KHOOR, M.D. - 20 HOURS JORGE PASCUAL, M.D. - 20 HOURS JEFFREY SCHEFFEL - 20 HOURS THOMAS SPACKMAN, M.D. - 20 HOURS RYAN UITTI, M.D. - 20 HOURS ROBERT WALTERS - 20 HOURS ROBERT WHAREN, M.D. - 20 HOURS HUGH WILLIAMS, M.D. - 20 HOURS RICHARD AGNEW, M.D. - 20 HOURS HUGH DEEN, M.D. - 20 HOURS RICARDO HANEL, M.D. - 20 HOURS GRAY LANE, M.D. - 20 HOURS RONALD REIMER, M.D. - 20 HOURS RICHARD PRESUTTI, D.O. - 20 HOURS CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,053,480. 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 60486 FRANKFURT AM MAIN FRANKFURT GM FUNDRAISING FOUNDATION GM MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 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) 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 FRANKLIN HEATING STATION 119 THIRD ST SW ROCHESTER MN 55902 410264830 UTILITY MN N/A 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 CJ N/A C 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 2ND FLOOR EBENE MEWS 57 EBENE CYBERCITY MP HEALTHCARE MANAGEMENT MP N/A C 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 0 1 1 0 0 0 1 0 1 1 1 1 0 1 1 1 1 1 MAYO CLINIC FLORIDA R 20105749 GAAP MAYO CLINIC FLORIDA K 549584 GAAP MAYO CLINIC FLORIDA P 52199320 GAAP MAYO CLINIC FLORIDA I 8372399 GAAP MAYO CLINIC FLORIDA C 40000000 GAAP MAYO COLLABORATIVE SERVICES INC K 5461151 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH P 938129 GAAP MMSI INC R 26580986 GAAP MAYO CLINIC FLORIDA O 1135180 GAAP MAYO COLLABORATIVE SERVICES INC L 3930218 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH Q 17031624 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH O 130157 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH N 250246203 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH G 150589837 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH L 488973 GAAP MMSI INC L 1747852 GAAP