2012-11-05T13:46:18-06:00 2011-12-31 990 2011-01-01 590714831 MAYO CLINIC FLORIDA 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 396753902 0 X WWW.MAYOCLINIC.ORG X 1982 FL OPERATION OF A HOSPITAL. 17 0 1694 788 459 0 17491031 192683 363731921 392249127 39220 -41792 4054293 4250227 385316465 396650245 997638 40144444 0 0 77106419 84355030 0 0 0 253299910 260031486 331403967 384530960 53912498 12119285 367600199 390416731 201484133 212183079 166116066 178233652 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 321380435 40143060 392658390 PATIENT & COMMUNITY SERVICES (SEE SCHEDULE O)PATIENT & COMMUNITY SERVICES:MAYO CLINIC FLORIDA (MCF) IS AN ACUTE-CARE HOSPITAL LOCATED IN JACKSONVILLE, FLORIDA. MCF HAS 214 LICENSED BEDS AND PROVIDES ACUTE PATIENT CARE AND SERVICES IN MEDICAL AND SURGICAL SPECIALTIES. DURING 2011, MCF HAD APPROXIMATELY 1,700 EMPLOYEES AND STAFF THAT TREATED 12,217 INPATIENTS, PERFORMED 12,422 SURGERIES, TREATED 45,051 PEOPLE ON AN OUTPATIENT BASIS AND CARED FOR 25,696 PEOPLE IN THE EMERGENCY ROOM.MCF, IN AFFILIATION WITH MAYO CLINIC JACKSONVILLE (A RELATED MULTISPECIALTY OUTPATIENT CLINIC 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 IS LOCATED ON THE CAMPUS OF MAYO CLINIC JACKSONVILLE (MCJ). THE AFFILIATED ORGANIZATIONS ARE OFTEN REFERRED TO AND VIEWED AS A SINGLE INTEGRATED INSTITUTION.MCF 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 $7,916,000. THE COST OF UNCOMPENSATED CARE PROVIDED TO PATIENTS THROUGH MEDICARE WAS APPROXIMATELY $12,116,000. FINANCIAL ASSISTANCE (AT COST) PROVIDED TO PATIENTS IN 2011 WAS APPROXIMATELY $3,186,000.OF THE FINANCIAL ASSISTANCE PROVIDED EACH YEAR, A PORTION OF IT GOES TO TRANSPLANT PATIENTS WHO WOULD OTHERWISE DIE WITHOUT A NEW, FUNCTIONING ORGAN.MCF AND MCJ 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, MCF AND MCJ 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.MCF AND MCJ HAVE PARTNERED WITH MANY ORGANIZATIONS TO IMPROVE THE QUALITY OF LIFE AND MAKE JACKSONVILLE AND NORTHEAST FLORIDA A HEALTHIER COMMUNITY. IN 2011, MCF AND MCJ WORKED WITH OVER 55 ORGANIZATIONS AND AGENCIES IN THE JACKSONVILLE AND NORTHEAST FLORIDA AREA. THESE PARTNERSHIPS HELP MCF AND MCJ DISCOVER UNMET NEEDS IN THE COMMUNITY AND DEVELOP PROGRAMS TO FULFILL THOSE NEEDS. MCF AND MCJ 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. MCF, MCJ 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). MCF AND MCJ ARE DEDICATED TO FURTHERING MINORITY HEALTH AND WELLNESS EFFORTS AND REDUCING HEALTH DISPARITIES. THROUGH EDUCATION AND AWARENESS PROGRAMS, PERSONALIZED HEALTH CARE AND INNOVATIVE RESEARCH, MCF AND MCJ 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 MCF AND MCJ 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, MCF AND MCJ, 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, MCF AND MCJ 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, MCF AND MCJ 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 MCF AND MCJ 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 MCF AND MCJ 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. MCF AND MCJ 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, MCF AND MCJ 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 MCF AND MCJ, 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, MCF AND MCJ 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. 22163739 3794970 EDUCATION ACTIVITIES (SEE SCHEDULE O)EDUCATION ACTIVITIES:MCF, IN CONJUNCTION WITH MCJ, 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 MCF CAMPUS. IN 2011, PHYSICIANS AND RESEARCHERS AT MCF AND MCJ AUTHORED 556 ARTICLES PUBLISHED IN PEER-REVIEWED JOURNALS, PUBLISHED FOUR BOOKS, AS WELL AS 136 BOOK CHAPTERS. THE EDUCATIONAL MISSION OF MCF AND MCJ ALSO EXTENDS TO THE COMMUNITY. MCF AND MCJ 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.MCF AND MCJ 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. MCF AND MCJ 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, MCF AND MCJ 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. MCF AND MCJ ALSO PROVIDE CLINICAL AND BASIC SCIENCE RESEARCH INTERNSHIPS FOR STUDENTS FROM ACROSS THE UNITED STATES. 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 MCF AND MCJ 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. 343544174 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1694 1 0 0 0 0 0 0 0 0 0 0 X 17 0 1 1 0 0 1 1 1 1 1 0 0 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 0 444651 21448 BROTT MD THOMAS G 20.00 X 0 335221 57696 BUSKIRK MD STEVEN J 20.00 X 0 529915 44633 DAWSON MD NANCY L 20.00 X 0 256282 50060 DEVAULT MD KENNETH R 20.00 X 0 507647 48884 GONWA MD THOMAS A 20.00 X 0 322886 68899 HARRISON DEBRA A 20.00 X 0 188898 13838 HOFFMAN MARY J 20.00 X X 0 261849 51188 JORGENSEN STEVEN C 20.00 X X 0 282766 44794 LANGE MD STEPHEN M 20.00 X X 0 520832 54714 LEVENTHAL MD JACK P 20.00 X 0 414346 14004 MATHEWS HILARY G 20.00 X 0 241398 20088 MURRAY MD PETER M 20.00 X 0 562628 40948 O'CONNOR MD MARY I 20.00 X 0 602096 56683 RUPP MD WILLIAM C 20.00 X X 0 740718 8205 SMITH MD CD 20.00 X 0 555375 55540 TOMLINSON DANIEL L 20.00 X 0 181536 37863 BESSER ROBERT A 40.00 X 140909 0 31174 JACOBSON JANICE L 40.00 X 131545 0 21012 LOUGHLIN JOSEPH G 40.00 X 149015 0 33518 NOVAK JOHN S 40.00 X 128253 0 21688 VENTRESCA ELIZABETH C 40.00 X 140252 0 16722 BARTLEY MD GEORGE B 0.00 X 0 554514 46878 WALTERS ROBERT M 20.00 X 0 289207 56416 689974 7792765 916893 41 1 1 0 MAYO FOUNDATION FOR MEDICAL EDUCATION AN 200 FIRST STREET SW ROCHESTER MN 55905 SUPPORT SERVICES 14099305 MAYO COLLABORATIVE SERVICES INC 200 FIRST STREET SW ROCHESTER MN 55905 LAB SERVICES 1070537 MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 MEDICAL SERVICES 549584 3 192683 192683 NET PATIENT REVENUE 620000 388454157 388454157 EDUCATION REVENUE 611600 3794970 3794970 392249127 5541 5541 56324 103657 -47333 -47333 -47333 CAFETERIA/VENDING REVE 722210 4199604 4199604 MISCELLANEOUS 900099 50064 4529 45535 MANAGEMENT FEE REVENUE 541610 559 100 459 4250227 396650245 396453360 459 3743 40143060 40143060 1384 1384 69168256 69168256 1970897 1970897 7922841 7922841 5293036 5293036 3938 3938 21709 21709 116676437 75715298 40961139 11842087 11842087 66750 66750 8405705 8405705 152635 152635 4620 4620 6104037 6104037 19284878 19284878 9542 9542 MEDICAL SUPPLIES 81313117 81313117 BAD DEBT EXPENSE 10878870 10878870 MEDICAID SURCHARGE 5082520 5082520 EMPLOYEE EXPENSES 182290 182290 2351 2351 384530960 343544174 40986786 0 149541 49335 1736 86749931 87710976 2477599 5307197 857541 1137503 289824054 85111882 218445831 204712172 620512 526730 58299244 90971082 367600199 390416731 10164088 16254759 127094577 127013757 64225468 68914563 201484133 212183079 X 165589870 177850516 395027 251967 131169 131169 166116066 178233652 367600199 390416731 X 12119285 -1699 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 112496 3817 116313 131169 11366 5765 24274 112496 152107 5795 26733 131169 155051 3582 6526 152107 1.00000 0 1 1 35888 35888 218351887 42961805 175390082 70578169 42150077 28428092 858110 858110 204712172 DUE FROM AFFILIATES 90971082 90971082 DUE TO AFFILIATES 68914563 68914563 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 1 X 1 X 1 X 1 1 0 1 1 3186483 3186483 0.00850 12499915 4583717 7916198 0.02120 15686398 4583717 11102681 0.02970 22163739 3794970 18368769 0.04920 57120493 42992343 14128150 0.03780 79284232 46787313 32496919 0.08700 94970630 51371030 43599600 0.11670 0 10878870 117438518 180942550 -63504032 X 1 1 1 1 MAYO CLINIC FLORIDA

4500 SAN PABLO ROAD JACKSONVILLE FL 32224

X X X X MAYO CLINIC FLORIDA 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 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 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 $ 10878870. 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 IS DETERMINED BASED ON GAAP AND IS EXPLAINED IN THE ACCOUNTS RECEIVABLE FOOTNOTE OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. PART III, LINE 8: THE METHODOLOGY DESCRIBED IN THE INSTRUCTIONS TO SCHEDULE H, PART III, SECTION B, LINE 6 DOES NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE HOSPITAL AND DOES NOT REPRESENT THE TOTAL COMMUNITY BENEFIT CONFERRED IN THIS AREA. THE MEDICARE SHORTFALL REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT (USING A MEDICARE COST REPORT STEP-DOWN METHODOLOGY). HOWEVER, USING A FINANCIAL STATEMENT COST-TO-CHARGE RATIO METHODOLOGY RESULTS IN A MEDICARE SHORTFALL OF APPROXIMATELY $12,116,000 AS REPORTED IN THE CORE FORM, PART III, PROGRAM SERVICE ACCOMPLISHMENTS.THE MOST COMMON REASONS FOR A DIFFERENCE BETWEEN THE MEDICARE SURPLUS REPORTED ON SCHEDULE H AND THE MEDICARE SHORTFALL REPORTED ON THE CORE FORM, PART III INCLUDE: (1) INCLUSION OF MEDICARE ADVANTAGE REVENUE AND EXPENSES; (2) INCLUSION OF PART B REVENUE AND EXPENSES; (3) INCLUSION OF OTHER FEE SCHEDULE REVENUE; AND (4) SOME TIMING ISSUES. REASONS WHY MEDICARE SHORTFALL 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 FLORIDA PART V, SECTION B, LINE 13G: WITH REGARD TO THE POSTINGS WITHIN THE HOSPITAL FACILITY, A BROCHURE IS MADE AVAILABLE IN NUMEROUS LOCATIONS THROUGHOUT THE FACILITY WHICH DESCRIBES THE FINANCIAL ASSISTANCE POLICY, HOW TO APPLY FOR FINANCIAL ASSISSTANCE, AND GIVES THE INTERNET ADDRESS WHERE THE COMPLETE POLICY CAN BE OBTAINED. MAYO CLINIC FLORIDA PART V, SECTION B, LINE 19D: THE POLICY ALLOWS FOR A MINIMUM DISCOUNT OF 50% TO ELIGIBLE INDIVIDUALS WHICH RESULTS IN AN AMOUNT LESS THAN THE AVERAGE OF THE THREE BEST NEGOTIATED COMMERCIAL RATES OR THE BEST NEGOTIATED COMMERCIAL RATE. PART VI, LINE 2: MAYO CLINIC FLORIDA (MCF) AND MAYO CLINIC JACKSONVILLE (MCJ) 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, MCF AND MCJ 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 REGULARLY REVIEWS COMMUNITY NEEDS ASSESSMENTS CONDUCTED BY THE DUVAL COUNTY HEALTH DEPARTMENT AND OTHER COMMUNITY ORGANIZATIONS THAT SERVE BROAD COMMUNITY HEATH NEEDS, SUCH AS NORTHEAST FLORIDA UNITED WAY AND JACKSONVILLE COMMUNITY COUNCIL INC. THE INFORMATION PROVIDED BY THESE ORGANIZATIONS AND OTHERS IS USED TO DETERMINE HEALTH CARE SERVICES AVAILABLE AND TO IDENTIFY GAPS THAT CAN BE ADDRESSED IN MAYO CLINIC'S RESPONSE TO THE HEALTH CARE NEEDS OF THE COMMUNITY. IN CONJUNCTION WITH OTHER AREA HOSPITALS, MAYO CLINIC EVALUATES THE NEEDS OF UNDERSERVED POPULATIONS AND WORKS COLLECTIVELY WITH THE DUVAL COUNTY MEDICAL SOCIETY'S WE CARE PROGRAM TO HELP MEET THOSE NEEDS.WITHIN MAYO CLINIC, COORDINATION OF COMMUNITY ENGAGEMENT INITIATIVES IS ACCOMPLISHED THROUGH A COMMUNITY RELATIONS WORKGROUP, 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 FLORIDA (MCF) AND MAYO CLINIC JACKSONVILLE (MCJ) 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% OF PATIENTS 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). 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 FILING ORGANIZATION MAINTAINS AN EMERGENCY ROOM 24 HOURS A DAY, 7 DAYS A WEEK, WHICH IS OPEN TO ALL WITHOUT REGARD TO THE ABILITY TO PAY. PART VI, LINE 6: 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 HOSPITAL SERVICES AND MEDICAL EDUCATION 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 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 143060 CONTRIBUTIONS MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 593337028 501(C)(3) 40000000 FUND BALANCE TRANSFER 2 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: 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. 0 1 0 0 0 0 0 0 0 BRIGHAM ROBERT F 0 439640 0 0 0 5011 0 226 0 21222 0 466099 0 0 BROTT MD THOMAS G 0 291871 0 0 0 43350 0 43692 0 14004 0 392917 0 36188 BUSKIRK MD STEVEN J 0 498166 0 0 0 31749 0 30629 0 14004 0 574548 0 26561 DAWSON MD NANCY L 0 253929 0 0 0 2353 0 36056 0 14004 0 306342 0 0 DEVAULT MD KENNETH R 0 448570 0 0 0 59077 0 22640 0 26244 0 556531 0 55957 GONWA MD THOMAS A 0 299320 0 0 0 23566 0 40931 0 27968 0 391785 0 17422 HARRISON DEBRA A 0 186524 0 0 0 2374 0 59 0 13779 0 202736 0 0 HOFFMAN MARY J 0 260080 0 0 0 1769 0 25980 0 25208 0 313037 0 0 JORGENSEN STEVEN C 0 264251 0 0 0 18515 0 24706 0 20088 0 327560 0 16933 LANGE MD STEPHEN M 0 440328 0 0 0 80504 0 34686 0 20028 0 575546 0 74282 LEVENTHAL MD JACK P 0 349301 0 0 0 65045 0 0 0 14004 0 428350 0 55850 MATHEWS HILARY G 0 239166 0 0 0 2232 0 0 0 20088 0 261486 0 0 MURRAY MD PETER M 0 513775 0 0 0 48853 0 26194 0 14754 0 603576 0 44640 O'CONNOR MD MARY I 0 524493 0 0 0 77603 0 29715 0 26968 0 658779 0 49712 RUPP MD WILLIAM C 0 720745 0 0 0 19973 0 117 0 8088 0 748923 0 0 SMITH MD CD 0 472820 0 34250 0 48305 0 30392 0 25148 0 610915 0 44866 TOMLINSON DANIEL L 0 180617 0 0 0 919 0 15819 0 22044 0 219399 0 0 BESSER ROBERT A 137682 0 0 0 3227 0 18622 0 12552 0 172083 0 0 0 JACOBSON JANICE L 130921 0 0 0 624 0 10584 0 10428 0 152557 0 0 0 LOUGHLIN JOSEPH G 133754 0 0 0 15261 0 21362 0 12156 0 182533 0 0 0 VENTRESCA ELIZABETH C 130444 0 0 0 9808 0 10206 0 6516 0 156974 0 0 0 BARTLEY MD GEORGE B 0 502328 0 0 0 52186 0 27761 0 19117 0 601392 0 46941 WALTERS ROBERT M 0 279399 0 0 0 9808 0 34828 0 21588 0 345623 0 6949 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. THOMAS BROTT, M.D. - $36,188 STEVEN BUSKIRK, M.D. - $26,561 KENNETH DEVAULT, M.D. - $55,957 THOMAS GONWA, M.D. - $17,422 STEVEN JORGENSEN - $16,933 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 C.D. SMITH, M.D. - $44,866 ROBERT WALTERS - $6,949 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. JACKSONVILLE ECONOMIC DEVELOPMENT COMMISSION 596000344 46936FAK4 2006-05-11 127465000 HOSPITAL CONSTRUCTION & EQUIPMENT 0 0 0 130491058 6330449 664147 123496462 2007 0 0 1 1 0 0 1 0 1 0 0.00020 0.00640 0.00660 1 0 0 0 0 0 0 X FOR BOND ISSUE (A) - THE DIFFERENCE BETWEEN ISSUE PRICE IN PART I AND TOTAL PROCEEDS OF ISSUE IN PART II IS INVESTMENT EARNINGS. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: ROBERT BRIGHAM THOMAS BROTT, M.D. STEVEN BUSKIRK, M.D. NANCY DAWSON, M.D. KENNETH DEVAULT, M.D. THOMAS GONWA, M.D. DEBRA HARRISON MARY HOFFMAN STEVEN JORGENSEN STEPHEN LANGE, M.D. JACK LEVENTHAL, M.D. HILARY MATHEWS PETER MURRAY, M.D. MARY O'CONNOR, M.D. WILLIAM RUPP, M.D. C.D. SMITH, M.D. DANIEL TOMLINSON RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: ROBERT BRIGHAM THOMAS BROTT, M.D. STEVEN BUSKIRK, M.D. NANCY DAWSON, M.D. KENNETH DEVAULT, M.D. THOMAS GONWA, M.D. DEBRA HARRISON MARY HOFFMAN STEVEN JORGENSEN STEPHEN LANGE, M.D. JACK LEVENTHAL, M.D. HILARY MATHEWS PETER MURRAY, M.D. MARY O'CONNOR, M.D. WILLIAM RUPP, M.D. C.D. SMITH, M.D. DANIEL TOMLINSON DUE TO OVERLAP OF BOARD MEMERSHIP ON A RELATED TAXABLE ENTITY, THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP: ROBERT BRIGHAM MARY HOFFMAN WILLIAM RUPP, M.D. FORM 990, PART VI, SECTION A, LINE 3 MAYO CLINIC FLORIDA IS AFFILIATED WITH MAYO CLINC. MAYO-AFFILIATED ENTITIES ROUTINELY DELEGATE VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO RELATED ENTITIES. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER IS MAYO CLINIC JACKSONVILLE. FORM 990, PART VI, SECTION A, LINE 7A THE ELECTION OF THE MEMBERS OF THE GOVERNING BODY IS SUBJECT TO THE APPROVAL OF THE MAYO CLINIC BOARD OF GOVERNORS. FORM 990, PART VI, SECTION A, LINE 7B THE ARTICLES PROVIDE THE SOLE CORPORATE MEMBER POWER IN AREAS SUCH AS COMPENSATION, CAPITAL, BUDGET, DEBT, AND APPROVAL OF AMENDMENTS TO THE ARTICLES AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 FOR MAYO CLINIC FLORIDA 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 FILING ORGANIZATION'S CHIEF FINANCIAL OFFICER AND FINANCE STAFF. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE FILING ORGANIZATION'S GOVERNING BODY VIA US MAIL, E-MAIL, OR DISTRIBUTION AT A BOARD MEETING. 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 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 - 20 HOURS JACK LEVENTHAL, M.D. - 20 HOURS HILARY MATHEWS - 20 HOURS PETER MURRAY, M.D. - 20 HOURS MARY O'CONNOR - 20 HOURS WILLIAM RUPP, M.D. - 20 HOURS C.D. SMITH, M.D. - 20 HOURS DANIEL TOMLINSON - 20 HOURS ROBERT WALTERS - 20 HOURS CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,699. 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 WILLIAM B DREW CHARITABLE FOUNDATION TRUST PO BOX 2578 JACKSONVILLW FL 322032578 596669745 CHARITABLE TRUST FL 501(C)(3) 11-I 0 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 0 1 0 1 0 1 1 1 1 1 MAYO COLLABORATIVE SERVICES INC L 1070537 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH Q 5002181 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH N 68300257 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH G 109184084 GAAP MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH P 314295 GAAP MMSI INC R 15475810 GAAP