2011-10-27T12:11:00-05:00 2010-12-31 990 2010-01-01 411404075 MAYO CLINIC HEALTH SYSTEM-ALBERT LEA MAYO 5075381297 404 WEST FOUNTAIN STREET ALBERT LEA MN 56007 DAVID PILOT 5073774815 2011-10-27 2010 2016-03-07 17:11:31Z FKA ALBERT LEA MEDICAL CENTER-MAYO H MARK R CIOTA MD 404 WEST FOUNTAIN STREET ALBERT LEA MN 56007 133807768 0 X WWW.ALMEDCENTER.ORG X 1981 MN HOSPITAL AND CLINICS 11 4 1353 262 0 0 2741979 1348530 127547117 129948350 323509 1567720 656497 737772 131269102 133602372 190884 701582 0 0 74630959 78798192 0 0 187747 45533511 46196286 120355354 125696060 10913748 7906312 142397080 153000253 11724469 12169183 130672611 140831070 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 110400913 130371976 PATIENT CARE (SCHEDULE O)PATIENT CARE:MAYO HEALTH SYSTEM IS A FAMILY OF CLINICS, HOSPITALS AND HEALTH CARE FACILITIES SERVING COMMUNITIES IN MINNESOTA, IOWA AND WISCONSIN. AS PART OF MAYO CLINIC, MAYO HEALTH SYSTEM OFFERS OUTSTANDING CARE CLOSE TO HOME. PHYSICIANS AND STAFF IN MAYO HEALTH SYSTEM HAVE READY ACCESS TO THE KNOWLEDGE, RESOURCES, AND EXPERTISE OF MAYO CLINIC, YET CAN MEET PATIENTS' HEALTH CARE NEEDS LOCALLY. MAYO HEALTH SYSTEM IS PART OF THE COMMUNITY, FOCUSED ON IMPROVING THE HEALTH OF THE COMMUNITIES IN WHICH WE LIVE AND WORK. MAYO HEALTH SYSTEM TEAMS WITH MAYO CLINIC TO DELIVER UNPARALLELED HEALTH CARE TO COMMUNITIES THROUGH AN INTEGRATED NETWORK OF CLINICS AND HOSPITALS.MAYO HEALTH SYSTEM SITES EMPLOY APPROXIMATELY 800 PHYSICIANS AND 13,000 ALLIED HEALTH STAFF. IN ADDITION, MAYO CLINIC PHYSICIANS FROM MULTIPLE SPECIALTIES REGULARLY SEE PATIENTS AT THE MAYO HEALTH SYSTEM FACILITIES. BESIDES HAVING HEALTH CARE FACILITIES IN 70 COMMUNITIES, THE SYSTEM INCLUDES 17 OWNED HOSPITALS, SEVEN OWNED NURSING HOMES, PHYSICIAN SERVICE AGREEMENTS WITH THREE ADDITIONAL HOSPITALS, AND CONTRACT MANAGEMENT AGREEMENTS WITH TWO ADDITIONAL HOSPITALS AND ONE NURSING HOME. SINCE ITS INCEPTION IN 1992, MAYO HEALTH SYSTEM HAS GROWN FROM A NEW IDEA TO ONE OF THE MOST SUCCESSFUL REGIONAL HEALTH CARE SYSTEMS IN AMERICA. MAYO HEALTH SYSTEM COMPLETES MORE THAN TWO-MILLION PATIENT VISITS ANNUALLY. IT ALSO SERVES AS A NATIONAL LEADER IN QUALITY AND SAFETY EFFORTS BEING RECOGNIZED SIX TIMES BY THE AMERICAN MEDICAL GROUP ASSOCIATION'S ACCLAIM AWARD PROGRAM (2005 ACCLAIM AWARD RECIPIENT AND FIVE-TIME ACCLAIM AWARD HONOREE). THE ACCLAIM AWARDS HONOR PHYSICIAN-LED ORGANIZATIONS DELIVERING CARE ALIGNED WITH THE IDEAL DELIVERY MODEL WHERE PATIENTS EXPERIENCE SAFE, RELIABLE, RESPONSIVE, READILY AVAILABLE AND INTEGRATED CARE. IN ADDITION, THE MINNESOTA COUNCIL FOR QUALITY HAS RECOGNIZED MAYO HEALTH SYSTEM THREE TIMES FOR ITS PERFORMANCE EXCELLENCE EFFORTS. INDIVIDUAL MAYO HEALTH SYSTEM LOCATIONS HAVE ALSO BEEN HONORED FOR THEIR COMMITMENT TO QUALITY, SAFETY, SERVICE, PERFORMANCE AND THEIR COMMUNITIES.PEOPLE IN MINNESOTA, IOWA AND WISCONSIN CAN HAVE PEACE OF MIND KNOWING THAT MAYO HEALTH SYSTEM AND MAYO CLINIC PARTNER TO ENSURE HEALTHIER LIVES IN THE REGION.ALBERT LEA MEDICAL CENTER--MAYO HEALTH SYSTEM (ALMC) IS A MINNESOTA NON-PROFIT CORPORATION, TAX EXEMPT AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TO JUSTIFY THIS TAX EXEMPT STATUS, ALMC PROVIDES SCHOLARSHIPS, CHARITY CARE, INTERPRETING AND EDUCATIONAL SERVICES, AND VARIOUS OTHER COMMUNITY BENEFITS. ALMC PROVIDES PRIMARY CARE NEEDS, INCLUDING FAMILY PRACTICE, INTERNAL MEDICINE, OB/GYN, PEDIATRICS AND GENERAL SURGERY. IN ADDITION, ALMC ALSO PROVIDES SPECIALTY CARE IN CARDIOLOGY, DERMATOLOGY, NEUROLOGY, ONCOLOGY, OPHTHALMOLOGY, OPTOMETRY, OCCUPATIONAL HEALTH, PHYSICAL MEDICINE & REHAB, PSYCHIATRY, RHEUMATOLOGY, AUDIOLOGY, ALLERGY, ORTHOPEDICS, ENT, PSYCHOLOGY, PODIATRY, PHYSICAL THERAPY, WOUND CARE, UROLOGY, AND PLASTIC SURGERY. IN 2010, ALMC HAD 172,173 CLINIC VISITS. ALMC OPERATES REGIONAL CLINICS IN ALDEN, KIESTER, NEW RICHLAND, AND WELLS, MINNESOTA AND LAKE MILLS, IOWA.ALMC INCLUDES A 77-BED HOSPITAL. DURING 2010, HOSPITAL INPATIENT DAYS TOTALED 7,910 WITH 1,113 ADDITIONAL DAYS FOR NEWBORN CARE AND 46,362 OUTPATIENT VISITS. ALMC ALSO OPERATES AN AMBULANCE SERVICE STAFFED BY PARAMEDICS AND EMTS.AS PART OF THE MAYO HEALTH SYSTEM, ALMC ACCESSES EMERGENCY MEDICAL HELICOPTER SERVICE THROUGHOUT SOUTHERN MINNESOTA AND NORTHERN IOWA. THE HELICOPTER PROVIDES RAPID PATIENT TRANSPORT TO THE APPROPRIATE HEALTH CARE FACILITY ALONG WITH DELIVERING HIGH-LEVEL CRITICAL CARE. ALMC HAS AN ACTIVE NON-PROFIT AFFILIATE, FOUNTAIN LAKE TREATMENT CENTER. ALMC PROVIDES MANAGEMENT SERVICES AND SUPPORT SERVICES AND MAINTAINS AND OPERATES THE BUILDINGS THAT HOUSE THIS ENTITY. CONSOLIDATING THESE SERVICES ALLOWS FOR GREATER COST EFFICIENCY, ENABLING THE ALMC AFFILIATE TO ENHANCE THE SCOPE AND AVAILABILITY OF THEIR HEALTH CARE SERVICES. ALMC OPERATES ON A NONDISCRIMINATORY BASIS REGARDLESS OF RACE, COLOR, SEX, RELIGION OR NATIONAL ORIGIN.CHARITY CARE: ALMC PROVIDES A VARIETY OF FINANCIAL ASSISTANCE OPTIONS TO PATIENTS WHO MEET ESTABLISHED CRITERIA. ITS ALMCARE PROGRAM ALLOWS PATIENTS WHO MEET FINANCIAL GUIDELINES TO ENROLL ANNUALLY TO RECEIVE CARE DISCOUNTS FROM 10 TO 100%, WITH A $5 CO-PAY FOR PRESCRIPTIONS. SERVICES ARE ALSO PROVIDED TO BOTH MEDICARE AND MEDICAID AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. THE COST OF CHARITY CARE PROVIDED DURING 2010 WAS $2,667,416 AND THE COST OF UNCOMPENSATED MEDICAID FOR 2010 WAS APPROXIMATELY $3,612,451. THE UNREIMBURSED COST OF MEDICARE WAS $6,646,807. ADDITIONALLY, THE UNREIMBURSED COST OF OTHER MEANS TESTED PROGRAMS (INCLUDING MINNESOTA CARE - A PROGRAM THAT OFFERS HEALTHCARE ASSISTANCE TO LOW INCOME POPULATIONS) WAS $1,817,957. 1725975 0 3341 EDUCATION AND SUPPORT SERVICES (SCHEDULE O): EDUCATION AND SUPPORT SERVICES: ALMC PROVIDES CONTINUING MEDICAL EDUCATION TO ITS PHYSICIANS AND A VARIETY OF OFFERINGS TO STAFF. THERE ARE NUMEROUS HEALTH AND WELLNESS EDUCATION PROGRAMS, CLASSES AND SUPPORT GROUPS PROVIDED TO THE COMMUNITY THROUGHOUT THE YEAR. THESE CLASSES/SUPPORT GROUPS INCLUDE CHILDBIRTH PREPARATION CLASS, BABY PLACE TOURS, PRENATAL BREASTFEEDING EDUCATION, YOUNG PARENT CLASSES, INFANT & CHILD CARE SAFETY AND CPR, PRENATAL DIET HEALTH EDUCATION, BEREAVEMENT EDUCATION SUPPORT SERIES, CANCER SUPPORT GROUP, DIABETES SUPPORT GROUP, EMERGENCY CARE TRAINING PROGRAM, HYPERTENSION CLASS, PULMONARY/CARDIAC REHAB SUPPORT GROUP, RTS BEREAVEMENT SERVICES, STROKE SUPPORT GROUP, SPORTS SCREENINGS, INDIVIDUAL SPORTS CONDITIONING AND SPORTS INJURY EVALUATIONS, ALL AT NO CHARGE.ALMC PROVIDES CLASSES THROUGHOUT SOUTHEASTERN MINNESOTA. ALMC ALSO PROVIDES FIRST AID, CPR, AND DEFIBRILLATOR TRAINING TO INDUSTRIES IN THE AREA AND HELPS MAINTAIN THEIR SKILLS ON A REGULAR BASIS. ALMC, VIA THE COMMUNITY TRAINING CENTER (IN ASSOCIATION WITH THE AMERICAN HEART ASSOCIATION), PROVIDES CPR AND ACLS CLASSES AND SUPPORT TO AREA BASIC LIFE SUPPORT AND ADVANCE LIFE SUPPORT PROVIDERS AND INSTRUCTORS. IN COLLABORATION WITH LOCAL AGENCIES AND GOVERNMENT, WE PROVIDE EMERGENCY PREPAREDNESS TRAINING. ALMC AMBULANCE ALSO PROVIDES FREE EVENT COVERAGE FOR VARIOUS COMMUNITY ACTIVITIES. ALMC'S HEALTH INFORMATION CENTER PROVIDES FREE BLOOD PRESSURE CHECKS AND HEALTH RESOURCES FOR THE COMMUNITY. LOCATED WITHIN THE FRONT CORRIDOR, THE CENTER'S LIBRARY AREA INCLUDES EASY ACCESS FOR COMMUNITY MEMBERS TO WRITTEN LITERATURE, DVDS, VCR TAPES, AND AUDIOTAPES AND USE OF FOUR PUBLIC COMPUTERS ALLOW PATIENTS A DIVERSE MEANS OF GETTING AND RECEIVING PATIENT EDUCATION ON A VARIETY OF MEDICAL AND HEALTH-RELATED SUBJECTS. STAFF ALSO OFFERS FREE BLOOD PRESSURE CHECKS WEEKLY AT A LOCAL MALL.ALSO LOCATED IN THE HEALTH INFORMATION CENTER IS ALMC'S PATIENT ADVOCATE. SHE IS A CERTIFIED SENIOR HEALTH INSURANCE PROGRAM VOLUNTEER WHO FACILITATES MEDICATION ASSISTANCE FOR THOSE UNABLE TO AFFORD MEDICATION PRESCRIBED. SHE ALSO ASSISTS MEDICARE PARTICIPANTS ENROLLING IN THE PART D PLAN. EXPLAINING INSURANCE AND CLARIFYING INSURANCE ISSUES ARE ALSO OFFERED THROUGH THE PATIENT ADVOCATE. WITH THE DEVELOPMENT OF ALMCARE, SHE WORKS CLOSELY WITH THE FINANCE DEPARTMENT IN EDUCATING AND FOLLOWING UP WITH UNINSURED OR UNDERINSURED PATIENTS THAT ARE ACCEPTED INTO THIS PROGRAM.FREE EDUCATION PROGRAMS INCLUDE: - 10 HEALTH EDUCATION PROGRAMS - 1 WOMEN'S HEART HEALTH SEMINAR - 52 HEALTH TALK RADIO PROGRAMS - 4 WELLNESS FAIRS AT LOCAL BUSINESSESALMC ALSO PROVIDES PATIENT & FAMILY SOCIAL SERVICES, FREE HEALTH ASSESSMENTS AND SCREENINGS, COUNSELING SERVICES, FREE INTERVENTION SERVICES, FREE INTERPRETING SERVICES, AND SPACE FOR COMMUNITY MEETINGS AND SUPPORT GROUPS. SOME EXAMPLES OF THESE SERVICES ARE PROVIDED BELOW. 429932 287545 0 COMMUNITY SUPPORT (SCHEDULE O): COMMUNITY SUPPORT: ALMC HAS A HOME HEALTH PROGRAM IN WHICH PRIMARILY ELDERLY PATIENTS WITH CIRCULATORY, RESPIRATORY AND OTHER HEALTH PROBLEMS ARE PROVIDED ASSISTANCE WITH PERSONAL CARES AND ACTIVITIES OF DAILY LIVING. DURING 2010, THE HOME HEALTH PROGRAM SERVED 341 PATIENTS.ALMC ALSO PROVIDES A HOSPICE FOR THE FAMILIES OF TERMINAL PATIENTS. IN 2010, 221 FAMILIES WERE SERVICED BY THIS HOSPICE.ALMC OPERATES A PAIN CLINIC THAT SERVES THOSE INDIVIDUALS WITH PAIN UNRESPONSIVE TO CONVENTIONAL PAIN CONTROL MEASURES. DURING THE YEAR 2010, THE PROGRAM'S ANESTHESIOLOGIST AND THE ASSISTING RN'S HELPED 855 PATIENTS.ALMC PROVIDES FREE SPORTS PHYSICALS TO STUDENT ATHLETES. DURING 2010, IT PROVIDED PHYSICALS TO 356 CHILDREN.THERE ARE MULTIPLE PROGRAMS GEARED TOWARDS CHILDCARE SERVICES. THESE PROGRAMS INCLUDE CPR/FIRST AID TRAINING TO DAYCARE PROVIDERS AND A NON-CERTIFICATION CLASS IN CPR/FIRST AID TRAINING FOR FIRST-TIME PARENTS/GRANDPARENTS OR FAMILY MEMBERS IN OUR SERVICE AREA, AT NO COST.ALMC SPONSORS A SCHOLARSHIP PROGRAM FOR HIGH SCHOOL SENIORS AND NON-TRADITIONAL STUDENTS FROM THE ALMC SERVICE AREA WHO ARE ENTERING THE HEALTHCARE FIELD. IN THE YEAR ENDING DECEMBER 31, 2010, 13 SCHOLARSHIPS WERE AWARDED TOTALING $8,750. IN ADDITION, ALMC PROVIDES MEETING SPACE AND SPONSORS VARIOUS "ON-SITE" EDUCATION PROGRAMS INCLUDING SHADOWING, PRECEPTORSHIPS, AND INTERNSHIPS. THE ESTIMATED COST OF SUPERVISION AND SPACE FOR THESE PROGRAMS IS $1,757,000. ALMC IS AN ACTIVE MEMBER OF THE COMMUNITY, SUPPORTING SUCH COMMUNITY SERVICES AS SENIOR RESOURCES, FREEBORN COUNTY FAMILY SERVICES COLLABORATIVE, RIVERLAND COMMUNITY COLLEGE, UNITED WAY, ALBERT LEA FAMILY Y, AREA FOOD SHELVES, NUMEROUS YOUTH ACTIVITIES, AND SEVERAL OTHER HEALTH-RELATED ORGANIZATIONS. DURING 2010, ALMC MADE CASH AND EQUIPMENT DONATIONS TOTALING OVER $166,105 TO VARIOUS CHARITABLE AND COMMUNITY ORGANIZATIONS, INCLUDING A HOME TO HABITAT FOR HUMANITY. ITS COMMUNITY INVOLVEMENT PROGRAM ALLOWS STAFF TO VOLUNTEER EIGHT HOURS ANNUALLY DURING WORK TIME. IN 2010, 129 ALMC VOLUNTEERS PROVIDED 636 HOURS OF SERVICES TO ENDORSED COMMUNITY PROGRAMS AND PROJECTS. THE VALUE OF THIS DONATED TIME IS $13,585 BASED ON THE INDEPENDENT SECTORS AVERAGE ESTIMATED VALUE OF SUCH SERVICES. ALMC ALSO BENEFITS FROM COMMUNITY VOLUNTEERS IN ITS AUXILIARY, HOSPICE AND FOUNTAIN CENTERS PROGRAMS AND AS MOVERS AT THE FRONT INFORMATION DESK. DURING 2010, VOLUNTEERS DONATED APPROXIMATELY 17,843 HOURS TO THE MEDICAL CENTER. THE VALUE OF THIS DONATED TIME IS $372,919 BASED ON THE INDEPENDENT SECTORS AVERAGE ESTIMATED VALUE OF SUCH SERVICES. THESE SERVICE HOURS WERE PRIMARILY SPENT ORGANIZING AND MANAGING ACTIVITIES FOR THE BENEFIT OF THE MEDICAL CENTER'S PATIENTS, PATIENTS' FAMILIES, VISITORS, AND STAFF. 606409 414037 277854 RESEARCH AND OTHER ACTIVITIES: ALMC STAFF WORK WITH MAYO CLINIC AND MAYO HEALTH SYSTEM PHYSICIAN INVESTIGATORS TO COORDINATE CLINICAL RESEARCH STUDIES. IN 2010, ALMC PARTICIPATED IN A NUMBER OF RESEARCH PROJECTS TO IMPROVE THE HEALTH OF OUR COMMUNITIES. 606409 414037 277854 113163229 1 1 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 1 37 0 1 1353 1 0 0 0 0 0 0 0 0 0 0 X 11 4 1 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 MN X CORPORATE TAX UNIT 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 X AGERTER MD DAVID C 1.00 X 0 422073 139050 CIOTA MD MARK 40.00 X X 815912 0 42513 CRUZ-LARES LINDA 1.00 X 0 0 0 FUNK MICHAEL 1.00 X 0 0 0 GABRIELSON SHARON 1.00 X 0 147166 38347 HEINZ MD DIETER 40.00 X X 370281 0 42203 MILLER MD ROBERT C 1.00 X X 0 611138 82589 RIZZO MD MARCO 1.00 X 0 507314 64077 SAVELKOUL DONALD 1.00 X 0 0 0 VERDOORN JUDY 1.00 X X 0 0 0 WATSON PAMELA 1.00 X 0 0 0 LASSIG DONNIS E 1.00 X 0 139080 24398 WILLIAMSON MARY JO 1.00 X 0 207322 36423 PILOT DAVID 40.00 X 184779 0 32142 WALDHOFF STEPHEN C 40.00 X 0 250961 54497 BOYCE MD CORY A 40.00 X 578273 0 40512 ECKSTROM MD MICHAEL 40.00 X 841313 0 41653 SCHULZ MD JOHN M 40.00 X 581055 0 45736 SKORIN JR DO LEONID 40.00 X 786634 0 34775 THORN MD STEPHEN 40.00 X 844272 0 42736 SHELHAMER MD LEONARD 40.00 X 224789 0 31978 5227308 2285054 793629 82 1 1 0 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 MEDICAL SERVICES 3020864 MAYO COLLABORATIVE SERVICES INC 200 FIRST STREET SW ROCHESTER MN 55905 LAB SERVICES 780781 CITY NATIONAL BANK 200 FIRST STREET SW ROCHESTER MN 55905 COLLECTION SERVICES 497160 JOSEPH COMPANY PO BOX 427 AUSTIN MN 55912 CONSTRUCTION SERVICES 472014 MASON CITY CLINIC 250 S CRESCENT DR MASON CITY IA 50401 MEDICAL SERVICES 447922 20 1160 10471 796374 170525 370000 370000 1348530 NET PATIENT REVENUE 620000 127521841 127521841 SHARED SERVICES REVENU 561000 2097614 2097614 RENTAL REVENUE FROM AF 531120 277854 277854 MEALS ON WHEELS REVENU 624210 47700 47700 EDUCATION REVENUE 611600 3341 3341 129948350 1518693 1518693 11660 44806 -33146 -33146 -33146 111129 62102 49027 49027 49027 6416 10471 713 5703 5703 324 324 324 149445 97775 51670 51670 CAFETERIA/VENDING REVE 722210 598933 598933 MEDICAL RECORD/TRANSCR 541900 99769 99769 MISC. REVENUE 900099 8519 6119 2400 6000 6000 713221 133602372 130653171 0 1600671 692832 692832 8750 8750 1487830 1013381 474449 59613236 54391729 5221507 3654258 3313681 340577 10255269 9300120 955149 3787599 3434595 353004 565281 226678 338603 52725 52725 3489 3489 8776143 7045884 1542512 187747 251704 13225 238479 21469707 20413634 1056073 888753 888753 2713270 2572764 140506 660173 509148 151025 305246 304321 925 5052515 4582360 470155 1109860 1109860 BAD DEBT EXPENSE 1694279 1694279 MN CARE TAX 1632254 1632254 MEDICAID SURCHARGE 436593 436593 DUES, LICENSES & SUBSCR 402341 310170 92171 MISC. EXPENSE 96114 90603 5511 85839 66368 19471 125696060 113163229 12345084 187747 860835 535539 19133599 20655239 2730448 2506561 559184 3080860 101310065 43067874 59012555 58242191 52967210 59836100 7133249 8143763 142397080 153000253 9089640 9307871 2634829 2861312 11724469 12169183 X 129530070 139494445 840998 1035082 301543 301543 130672611 140831070 142397080 153000253 X 7906312 2252147 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 301543 0 301543 230192 71351 301543 299260 -69068 230192 1.00000 0 1 1 4191450 4191450 62740390 23564408 39175982 34378225 19503466 14874759 58242191 MAYO CLINIC INVESTMENT POOL 59836100 F 59836100 PARTNERSHIP INVESTMENT 60153 STRATEGIC PROPERTY INVESTMENTS 662004 DEFERRED COMPENSATION 1745054 DUE FROM AFFILIATES 137566 INTEREST IN NET ASSETS OF FOUNDATION 5538986 8143763 DEFERRED COMPENSATION LIABILITY 1745054 DUE TO AFFILIATES 163580 ASSET RETIREMENT OBLIGATION 952678 2861312 Description of Intended Use of Endowment Funds: Part V, Line 4: THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR RESEARCH, EDUCATION PROGRAMS AND TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. Description of Uncertain Tax Positions Under FIN 48: Part X: AT DECEMBER 31, 2010 AND 2009, THERE WAS NO MATERIAL LIABILITY FOR UNRECOGNIZED TAX BENEFITS FOR THE FILING ORGANIZATION. WALK/RUN 5255 5255 713 MEMORIES AGLOW 5216 5216 4 6416 6416 16887 10471 6416 713 713 5703 1 1 1 X 1 X 1 1 0 1 1 1 2667416 0 2667416 0.02120 14924604 11312153 3612451 0.02870 2564627 746670 1817957 0.01450 1 20156647 12058823 8097824 0.06440 28 3041 142387 142387 0.00110 5 215 1725975 3341 1722634 0.01370 6276444 3395041 2881403 0.02290 96181 96181 0.00080 15 456 278795 278795 0.00220 48 3712 8519782 3398382 5121400 0.04070 49 3712 28676429 15457205 13219224 0.10510 3 1061 1061 0.00000 1 24181 24181 0.00020 1 472 472 0.00000 9 4816 4816 0.00000 2 1297 1297 0.00000 1 59 59 0.00000 1 1994 1994 0.00000 18 33880 33880 0.00020 0 909353 20599671 24874158 -4274487 X 1 1 1 1 ALBERT LEA MEDICAL CENTER - MAYO HEALTH

404 WEST FOUNTAIN STREET ALBERT LEA MN 56007

X X X NOT REQUIRED 1 7 HEALTHREACH

1705 SE BROADWAY ALBERT LEA MN 56007

OUTPATIENT PHYSICAL THERAPY LAKE MILLS CLINIC

309 S 10TH AVE LAKE MILLS IA 50450

CLINIC NEW RICHLAND CLINIC

318 FIRST ST SW NEW RICHLAND MN 56072

CLINIC ALDEN CLINIC

192 WASHINGTON AVE ALDEN MN 56009

CLINIC WELLS CLINIC

301 S BROADWAY WELLS MN 56097

CLINIC KIESTER CLINIC

120 N MAIN ST KIESTER MN 56051

CLINIC EXPRESS CARE

2708 BRIDGE AVE ALBERT LEA MN 56007

EXPRESS CARE CLINIC 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: $1,716,093. Part II: COMMUNITY BUILDING IS AN ESSENTIAL ALBERT LEA MEDICAL CENTER (ALMC) ACTIVITY. ON ITS LEADERSHIP DASHBOARD, BOTH COMMUNITY BUILDING AND COMMUNITY INVOLVEMENT ARE METRICS MEASURED MONTHLY. THE ORGANIZATION'S COMMUNITY INVOLVEMENT POLICY ENCOURAGES STAFF TO VOLUNTEER EIGHT HOURS ANNUALLY DURING WORK TIME. STAFF MAY CHOOSE FROM ALMC-ENDORSED COMMUNITY PROGRAMS AND RECEIVE THEIR REGULAR SALARIES WHILE VOLUNTEERING ON WORK TIME.IN 2010, OVER 129 STAFF VOLUNTEERED A TOTAL OF 636 HOURS FOR COMMUNITY PROGRAMS AND PROJECTS SUCH AS SALVATION ARMY, RED CROSS, SCHOOL PROJECTS, FOOD SHELVES AND CAR SEAT CLINICS. CRITERIA FOR COMMUNITY INVOLVEMENT:CANCER-RELATED ACTIVITY CHAMBER OR COMMUNITY BUILDING ACTIVITY HEALTH EDUCATION OR HEALTH SCREENING ACTIVITYSENIOR RESOURCES OR NURSING HOME/ASSISTED LIVING ACTIVITYSOCIAL SERVICES ACTIVITYYOUTH-RELATED OR SCHOOL ACTIVITYALMC'S 2010 LEADERSHIP ROLE AND STAFF INVOLVEMENT IN THE COMMUNITY'S BLUE ZONES/VITALITY PROJECT, FOR EXAMPLE, HELPED CREATE WALKING MOAIS (NEIGHBORHOOD OR WORK GROUPS THAT SOCIALIZE THROUGH WALKING,) WALKING SCHOOL BUSES, COMMUNITY GARDENING, PURPOSE WORKSHOPS, OPEN DOOR FAITH INITIATIVES, TOBACCO-FREE WORKPLACES AND SCHOOL FOOD IMPLEMENTED BY COMMUNITY VOLUNTEERS. ONGOING RECRUITMENT OF PARTICIPANTS COULD YIELD UP TO 33% PARTICIPATION TO THE CITY'S ADULT POPULATION WHICH, IN TURN, COULD LEAD TO AS MANY AS 10,000 YEARS ADDED TO PEOPLE'S LIVES, AS THEY COMMIT TO MAKING HEALTHY LIFESTYLE CHANGES. IN ADDITION, ALMC ENCOURAGES INVOLVEMENT IN COMMUNITY BOARDS AND SPECIAL PROJECTS, LENDING EXPERTISE TO OUTSIDE GROUPS AND BRINGING BACK FRESH PERSPECTIVES AND FEEDBACK TO ALMC INITIATIVES AND OPERATIONS. IN 2010, ALMC STAFF PARTICIPATED IN THESE LOCAL BOARDS: ALBERT LEA BUSINESS DEVELOPMENT CENTER, ALBERT LEA PORT AUTHORITY, CONVENTION AND VISITOR'S BUREAU, CHAMBER OF COMMERCE, COMMUNITY FOUNDATION, EDUCATION FOUNDATION, FAMILY "Y", CURRICULUM COMMITTEE, COMMUNITY CHILD CARE BOARD, RED CROSS, MARCH OF DIMES, RELAY FOR LIFE, SALVATION ARMY, BOARD OF AGING, UNITED WAY, RIVERLAND FOUNDATION, FREEBORN COUNTY FAMILY SERVICES COLLABORATIVE, THORNECREST RETIREMENT CENTER, ALONG WITH OTHER SPECIAL PROJECT COMMITTEES. 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.ACCOUNTS RECEIVABLE FOR MEDICAL SERVICES - 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: THE METHODOLOGY DESCRIBED IN THE INSTRUCTIONS TO SCHEDULE H, PART III, SECTION B, LINE 6 DOES NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE HOSPITAL AND DOES NOT REPRESENT THE TOTAL COMMUNITY BENEFIT CONFERRED IN THIS AREA. THE MEDICARE SHORTFALL REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT (USING A MEDICARE COST REPORT STEP-DOWN METHODOLOGY). HOWEVER, USING A FINANCIAL STATEMENT COST-TO-CHARGE RATIO METHODOLOGY ACTUALLY RESULTS IN A MEDICARE SHORTFALL OF $6,646,807 AS REPORTED IN THE CORE FORM, PART III, PROGRAM SERVICE ACCOMPLISHMENTS.THE MOST COMMON REASONS FOR A DIFFERENCE BETWEEN THE MEDICARE SHORTFALL REPORTED ON SCHEDULE H AND THE MEDICARE SHORTFALL REPORTED ON THE CORE FORM, PART III INCLUDE: (1) INCLUSION OF MEDICARE ADVANTAGE REVENUE AND EXPENSES; (2) INCLUSION OF PART B REVENUE AND EXPENSES; (3) INCLUSION OF OTHER FEE SCHEDULE REVENUE; AND (4) SOME TIMING ISSUES.REASONS WHY MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT ARE: (1) ABSENT THE MEDICARE PROGRAM, IT IS LIKELY MANY OF THE INDIVIDUALS WOULD QUALIFY FOR FINANCIAL ASSISTANCE OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS; (2) BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS; (3) THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS; AND (4) THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFIT NEEDS. Part III, Line 9b: MAYO CLINIC AND ITS AFFILIATES STRIVE TO ASSIST ALL PATIENTS IN MEETING THEIR FINANCIAL OBLIGATION PRIOR TO ENLISTING THE ASSISTANCE OF A COLLECTION AGENCY BY MAKING EVERY REASONABLE ATTEMPT TO COLLECT FROM INSURANCE COMPANIES AND OTHER THIRD-PARTY PAYORS. 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. COLLECTION ACTIVITY WOULD ONLY RESUME IF MAYO WOULD TELL THE COLLECTION AGENCY TO PURSUE COLLECTIONS ON THE BALANCE OR PARTIAL BALANCE IF THERE WAS A CHARITY ADJUSTMENT. Part VI, Line 2: ALBERT LEA MEDICAL CENTER'S COMMUNITY RELATIONS COMMITTEE SETS PRIORITY AREAS FOR MEDICAL CENTER INVOLVEMENT AND CHARITABLE CONTRIBUTIONS. CURRENT CRITERIA FOR CONTRIBUTIONS INCLUDE:1. IMPROVING QUALITY OF LIFE2. PROMOTING YOUTH POTENTIAL3. IMPROVING COMMUNITY HEALTH AND WELLNESS4. PARTNERING FOR COMMUNITY GROWTH AND DEVELOPMENTALBERT LEA MEDICAL CENTER (ALMC) PARTNERS WITH LOCAL GOVERNMENT, PUBLIC HEALTH, SOCIAL SERVICE AGENCIES, SCHOOLS, VITALITY PROJECT AND OTHER GROUPS TO DETERMINE COMMUNITY NEEDS. ALTHOUGH ALMC DOES NOT CONDUCT AN INDEPENDENT ANNUAL NEEDS ASSESSMENT, THE ORGANIZATION REVIEWS LOCAL DATA AND ANECDOTAL INFORMATION FROM ITS PARTNERS TO SET PRIORITY AREAS FOR COMMUNITY NEED. BASED ON THAT INFORMATION, THE FIT FOREVER CHILDHOOD OBESITY PREVENTION PROGRAM WAS DEVELOPED IN 2008 WITH MANY OF THOSE PARTNERS, WHERE ALMC TOOK THE LEAD AND CONTINUES TO DONATE RESOURCES AND STAFF TIME WITH IDENTIFIED INITIATIVES. IN ADDITION, ALMC'S COMMUNITY INVOLVEMENT PROGRAM, WHERE STAFF IS ALLOWED EIGHT HOURS ANNUALLY TO VOLUNTEER DURING WORK TIME, IS ALSO BASED ON IDENTIFIED COMMUNITY NEEDS. Part VI, Line 3: ELIGIBILITY: THE CHARITY CARE INFORMATION BROCHURE IS PROMINENTLY DISPLAYED IN REGISTRATION AND PATIENT-ACCOUNT WAITING AREAS. THE BROCHURE EXPLAINS THE CHARITY CARE PROGRAM AND FACTORS AFFECTING ELIGIBILITY. IDENTIFICATION: THERE ARE A NUMBER OF WAYS A PATIENT CAN BE IDENTIFIED AND EVALUATED FOR CHARITY CARE ASSISTANCE.1. PATIENTS MAY REQUEST FINANCIAL ASSISTANCE.2. MAYO CLINIC EMPLOYEES MAY REFER PATIENTS TO A FINANCIAL COUNSELOR.3. COLLECTION AGENCIES MAY REFER PATIENTS.4. THE BUSINESS SERVICES/PATIENT FINANCIAL SERVICES DEPARTMENT MAY REFER PATIENTS TO A FINANCIAL COUNSELOR.5. REFERRING PHYSICIANS MAY REFER PATIENTS.6. MAYO PHYSICIANS MAY REFER PATIENTS.7. LOCAL GOVERNMENT AGENCIES MAY REFER PATIENTS.INDIGENT CARE: EMERGENCY ROOM PATIENTS WHO CANNOT PAY THEIR BILLS MAY BE CLASSIFIED AS "CHARITY" IF THEY DO NOT HAVE A JOB, MAILING ADDRESS, RESIDENCE OR INSURANCE. CONSIDERATION MUST ALSO BE GIVEN TO CLASSIFYING EMERGENCY ROOM ONLY PATIENTS AS CHARITY IF THEY DO NOT PROVIDE ADEQUATE INFORMATION AS TO THEIR FINANCIAL STATUS. IN MANY INSTANCES, THESE PATIENTS ARE HOMELESS AND HAVE FEW RESOURCES TO COVER THE COST OF THEIR CARE.GOVERNMENTAL ASSISTANCE: IN DETERMINING WHETHER AN INDIVIDUAL QUALIFIES FOR CHARITY CARE, OTHER COUNTY OR GOVERNMENTAL ASSISTANCE PROGRAMS SHOULD ALSO BE CONSIDERED. MANY APPLICANTS ARE NOT AWARE THAT THEY MAY BE ELIGIBLE FOR PUBLIC HEALTH INSURANCE PROGRAMS.1. MAYO CLINIC STAFF WILL HELP THE INDIVIDUAL DETERMINE ELIGIBILITY FOR GOVERNMENTAL OR OTHER ASSISTANCE, AS APPROPRIATE.2. PERSONS WHO ARE ELIGIBLE FOR PROGRAMS (SUCH AS STATE-SPONSORED MEDICAID) BUT WHO WERE NOT COVERED AT THE TIME THAT MEDICAL SERVICES WERE GRANTED MAY BE GRANTED CHARITY CARE, PROVIDED THAT THE PATIENT NOW APPLIES FOR GOVERNMENT ASSISTANCE. THIS MAY BE PRUDENT, ESPECIALLY IF THE PATIENT REQUIRES ONGOING SERVICES. Part VI, Line 4: ALMC IS THE SOLE HEALTH CARE PROVIDER IN FREEBORN COUNTY AND THE ONLY PROVIDER IN THE COMMUNITIES OF ALDEN, KIESTER AND NEW RICHLAND, MINNESOTA. FOUNTAIN CENTERS, AS A REGIONAL CHEMICAL DEPENDENCY TREATMENT CENTER, SERVES PATIENTS WITHIN AN 80 MILE RADIUS OF ALBERT LEA.ALMC'S PRIMARY SERVICE AREA IS FREEBORN COUNTY, WITH A POPULATION OF ABOUT 31,000. AN ESTIMATED 21,000 UNIQUE PATIENTS WERE SEEN ANNUALLY AT ALMC FROM 2007 THROUGH 2009. THE VARIANCE AMONG THOSE YEARS IS LESS THAN 2%. CUSTOMER GROUPS ARE COMPRISED OF MEDICARE PATIENTS, BUSINESS AND INDUSTRY LOCATED WITHIN A 20-MILE RADIUS, HEALTH PLANS INCLUDING ALMC AND, GENERALLY, INDIVIDUAL PATIENTS SEEKING PRIMARY CARE. ALBERT LEA CANCER CENTER, CARDIOLOGY, FOUNTAIN CENTERS, ORTHOPEDICS, OB/GYN AND WOUND CARE DEPARTMENTS REPRESENT UNIQUE SPECIALTY MARKETS REACHING BEYOND ALMC'S TRADITIONAL MARKET AREA.FREEBORN COUNTY POPULATION CHARACTERISTICS (2010 ESTIMATE)AGE:PEOPLE UNDER 5 YEARS - 6.3% PEOPLE UNDER 18 YEARS - 20.8%PEOPLE 65 AND OLDER - 20.3%ALL OTHERS - 52.6% ETHNICITY:BLACK - 0.7%HISPANIC OR LATINO - 7.3%WHITE, NON HISPANIC - 90.7%ASIAN - .7%ALL OTHERS - .6%HOUSEHOLDS:TOTAL HOUSEHOLDS - 13,375 PERSONS PER HOUSEHOLD - 2.4MEDIAN HOUSEHOLD INCOME - $43,637PEOPLE BELOW POVERTY LEVEL - 8.6% Part VI, Line 6: 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 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 ORGANIZATIONS ACTIVITIES.SURPLUS FUNDS - 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. THE BOARD OF TRUSTEES IS THE GOVERNING BODY OF MAYO CLINIC. A MAJORITY OF ITS MEMBERS ARE EXTERNAL, INDEPENDENT TRUSTEES. IT HAS OVERALL RESPONSIBILITY FOR THE CHARITABLE, CLINICAL PRACTICE, SCIENTIFIC AND EDUCATIONAL MISSION AND PURPOSES OF MAYO CLINIC AND ITS AFFILIATES AS SET FORTH IN ITS ARTICLES OF INCORPORATION AND BYLAWS. BECAUSE OF MAYO CLINIC'S NATIONAL PRESENCE, THESE TRUSTEES ARE SELECTED BASED ON THEIR AREAS OF EXPERTISE, WHETHER IN HEALTH CARE POLICY, BUSINESS, GOVERNMENT OR ANOTHER FIELD. IN ADDITION TO THIS COMMUNITY REPRESENTATION AT THE PARENT ENTITY, THE FILING ORGANIZATION ALSO INVOLVES LOCAL COMMUNITY MEMBERS ON ITS GOVERNING BODY. OPEN V. CLOSED STAFF MODEL - STAFF PRIVILEGES ARE GENERALLY EXTENDED TO ALL QUALIFIED PHSYICIANS IN THE COMMUNITY.EMERGENCY ROOM - THE FILING ORGANIZATION MAINTAINS AN EMERGENCY ROOM 24 HOURS A DAY, 7 DAYS A WEEK, WHICH IS OPEN TO ALL WITHOUT REGARD TO THE ABILITY TO PAY. Part VI, Line 7: THIS ORGANIZATION IS A PART OF MAYO CLINIC HEALTH SYSTEM (WHICH IS PART OF A LARGER GROUP OF ENTITIES AFFILIATED WITH MAYO CLINIC). THE MAYO CLINIC HEALTH SYSTEM IS DESCRIBED IN RESPONSE TO CORE FORM, PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS, LINE 4A (REPORTED IN SCHEDULE O). THAT STATEMENT ALSO DESCRIBES THE ROLES OF THE VARIOUS AFFILIATES IN PROMOTING THE HEALTH OF THE COMMUNITIES SERVED. PART VI, LINE 7 NEITHER THE FILING ORGANIZATION, NOR ANY RELATED ORGANIZATION, FILES A COMMUNITY BENEFIT REPORT WITH ANY STATE OTHER THAN THE EXTENT TO WHICH COMMUNITY BENEFIT INFORMATION IS INCLUDED IN OTHER REPORTING REQUIREMENTS SUCH AS INFORMATION PROVIDED ON THE MINNESOTA HOSPITAL ANNUAL REPORT OR TO THE WISCONSIN HOSPITAL ASSOCIATION. 1 ALBERT LEA FAMILY YMCA 2021 W MAIN ST ALBERT LEA MN 56007 411000679 501(C)(3) 6500 FURTHER EXEMPT PURPOSE UNITED WAY OF FREEBORN COUNTY 341 S BROADWAY ALBERT LEA MN 56007 410956396 501(C)(3) 18000 FURTHER EXEMPT PURPOSE HABITAT FOR HUMANITY FREEBORNMOWER PO BOX 28 AUSTIN MN 55912 411681709 501(C)(3) 45600 FAIR MARKET VALUE HOUSE DONATION - 405 8TH AVE N, ALBERT LEA, MN FURTHER EXEMPT PURPOSE FOUNTAIN LAKE TREATMENT CENTER 404 WEST FOUNTAIN STREET ALBERT LEA MN 56007 411404076 501(C)(3) 414037 FURTHER EXEMPT PURPOSE ALBERT LEA SCHOOL DISTRICT 241 211 WEST RICHWAY DRIVE ALBERT LEA MN 56007 416001171 GOVT 5000 COMMUNITY EDUCATION PROJECT ALDEN-CONGER PTO 215 N BROADWAY ALDEN MN 56009 416001217 OTHER 5000 PUBLIC TENNIS AND BASKETBALL AREA 5 1 SCHOLARSHIPS 13 8750 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. 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 0 1 0 0 0 0 0 0 0 AGERTER MD DAVID C 0 300599 0 0 0 121474 0 124399 0 14651 0 561123 0 13889 CIOTA MD MARK 815912 0 0 0 0 0 17150 0 25363 0 858425 0 0 0 GABRIELSON SHARON 0 146629 0 0 0 537 0 12784 0 25563 0 185513 0 0 HEINZ MD DIETER 370281 0 0 0 0 0 17150 0 25053 0 412484 0 0 0 MILLER MD ROBERT C 0 426627 0 0 0 184511 0 61021 0 21568 0 693727 0 3161 RIZZO MD MARCO 0 477865 0 0 0 29449 0 43428 0 20649 0 571391 0 1378 LASSIG DONNIS E 0 137625 0 0 0 1455 0 432 0 23966 0 163478 0 0 WILLIAMSON MARY JO 0 206425 0 0 0 897 0 12427 0 23996 0 243745 0 0 PILOT DAVID 184779 0 0 0 0 0 13229 0 18913 0 216921 0 0 0 WALDHOFF STEPHEN C 0 241361 0 0 0 9600 0 37971 0 16526 0 305458 0 784 BOYCE MD CORY A 578273 0 0 0 0 0 17150 0 23362 0 618785 0 0 0 ECKSTROM MD MICHAEL 841313 0 0 0 0 0 17150 0 24503 0 882966 0 0 0 SCHULZ MD JOHN M 581055 0 0 0 0 0 17150 0 28586 0 626791 0 0 0 SKORIN JR DO LEONID 786634 0 0 0 0 0 17150 0 17625 0 821409 0 0 0 THORN MD STEPHEN 844272 0 0 0 0 0 17150 0 25586 0 887008 0 0 0 SHELHAMER MD LEONARD 224789 0 0 0 0 0 15640 0 16338 0 256767 0 0 0 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). IN 2010, THE COMPONENT OF THIS SRP BENEFIT THAT WAS DEFERRED COMPENSATION SUBJECT TO SECTIONS 409A AND 457(f) OF THE INTERNAL REVENUE CODE WAS TERMINATED. THIS PLAN TERMINATION TRIGGERED THE IMMEDIATE TAXATION OF THE ENTIRE SRP BENEFIT THAT HAS BEEN ACCRUED AND DEFERRED OVER EACH PARTICIPANT'S CAREER AT MAYO. STARTING JANUARY 1, 2011, ALL FUTURE SRP BENEFIT WILL BE PAID AS AN ANNUAL TAXABLE CASH PAYMENT THAT HAS NO SUBSTANTIAL RISK OF FORFEITURE. THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN EITHER AS A RESULT OF THE NORMAL OPERATION OF PLAN TERMS OR BECAUSE OF THE TERMINATION OF THE 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. THESE AMOUNTS HAVE BEEN ACCRUED OVER THE SPAN OF THE INDIVIDUAL'S CAREER AT MAYO. DAVID C. AGERTER, M.D. $101,953 ROBERT C. MILLER, M.D. $182,937 MARCO RIZZO, M.D. $27,758 STEPHEN C. WALDHOFF $4,631 Supplemental Information Part III THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE CORE 990 PART VI SECTION B LINE 15 FOR FURTHER INFORMATION REGARDING THE PROCESS UTILIZED. COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. 0 JULIE C SAVELKOUL SPOUSE OF DONALD SAVELKOUL, BOARD MEMBER 24185 EMPLOYMENT 0 OWATONNA CLINIC-MAYO HEALTH SYSTEM BOARD OVERLAP 14803 EXPENSE REIMBURSEMENTS 0 X 1 370000 APPRAISED VALUE 1 0 1 0 Form 990, Part VI, Section A, line 2 DUE TO OVERLAP OF BOARD MEMBERSHIP AND EMPLOYMENT ON RELATED EXEMPT ENTITIES, THE FOLLOWING INDIVIDUALS: DAVID PILOT DONALD SAVELKOUL DONNIS LASSIG JUDY VERDOORN MARK CIOTA, M.D. STEPHEN C. WALDHOFF DAVID C. AGERTER, M.D. LINDA CRUZ-LARES PAMELA WATSON DIETER HEINZ, M.D. ROBERT C. MILLER, M.D. MARCO RIZZO, M.D. MICHAEL FUNK SHARON GABRIELSON MARY JO WILLIAMSON HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: DAVID PILOT MARK CIOTA, M.D. DIETER HEINZ, M.D. Form 990, Part VI, Section A, line 3 MAYO-AFFILIATED ENTITIES ROUTINELY DELEGATED VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO RELATED ENTITIES. Form 990, Part VI, Section A, line 6 THE SOLE CORPORATE MEMBER IS MAYO CLINIC. Form 990, Part VI, Section A, line 7a THE SOLE CORPORATE MEMBER ELECTS TRUSTEES TO THE BOARD Form 990, Part VI, Section A, line 7b AMENDMENT OF ARTICLES OR BYLAWS REQUIRE APPROVAL BY BOTH THE GOVERNING BODY AND THE SOLE CORPORATE MEMBER. THE BYLAWS PROVIDE THE SOLE CORPORATE MEMBER CERTAIN RESERVED POWERS IN AREAS SUCH AS CAPITAL, BUDGET, AND DEBT DECISIONS. Form 990, Part VI, Section B, line 11 THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM SITE ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT. IT IS THEN REVIEWED BY THE SITE FINANCE STAFF AND THE SITE ADMINISTRATOR. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE FILING ORGANIZATION'S GOVERNING BODY VIA US MAIL, E-MAIL, OR DISTRIBUTION AT A BOARD MEETING. 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. IN ADDITION TO ANY REVIEW AND APPROVAL THAT MAY TAKE PLACE AT THE LOCAL ENTITY LEVEL, THE FOLLOWING INDEPENDENT APPROVAL PROCESS OCCURS ANNUALLY. THE SALARY OF THE CEO, CAO, BOARD VICE CHAIR, TREASURER AND SEVERAL BOARD MEMBERS WERE REVIEWED BY THE MAYO HEALTH SYSTEM COMPENSATION AND BENEFITS COMMITTEE PURSUANT TO THE PROCESS DESCRIBED BELOW FOR MAYO HEALTH SYSTEM PHYSICIANS. THE MAYO HEALTH SYSTEM COMPENSATION AND BENEFITS COMMITTEE INITIALLY REVIEWS THE COMPENSATION OF PHYSICIANS AND ADMINISTRATIVE LEADERSHIP FOR THE MAYO HEALTH SYSTEM ENTITIES. THE COMMITTEE IS COMPRISED OF MAYO EMPLOYEES, BUT IS INDEPENDENT FOR INTERNAL REVENUE CODE 4958 FOR THE INDIVIDUALS WHOSE SALARY IS REVIEWED (WITH RECUSAL WHERE APPROPRIATE). 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 COMPENSATION AND BENEFITS COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. INFORMATION ON MAYO HEALTH SYSTEM PHYSICIAN AND ADMINISTRATIVE LEADERSHIP COMPENSATION AND BENEFITS IS ALSO REVIEWED BY THE MAYO CLINIC COMMITTEE ON OFFICER SUCCESSION, COMPENSATION AND GOVERNANCE (GOVERNANCE COMMITTEE), WHICH IS COMPRISED OF SEVEN OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. IN ADDITION TO THE ABOVE COORDINATED REVIEW PROCESSES CONDUCTED BY MAYO CLINIC AND ITS AFFILIATES, ALMC ALSO HAS ITS OWN COMPENSATION REVIEW PROCESS THAT INCLUDES REVIEW BY AN INDEPENDENT COMPENSATION COMMITTEE, BENCHMARK/COMPARABILITY DATA, AND DETERMINATION OF REASONABLENESS. ALMC REVIEW PROCESS COVERS BOTH THE PHYSICIAN COMPENSATION PLAN AND THE ADMINISTRATOR COMPENSATION PLAN. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS ARE NOT AVAILABLE FOR PUBLIC INSPECTION. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS 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. AVERAGE HOURS PER WEEK DEVOTED TO POSITION WITH RELATED ORGANIZATION PART VII SECTION A DONNIS LASSIG 40.00 SHARON GABRIELSON 40.00 MARY JO WILLIAMSON 40.00 DAVID C. AGERTER, M.D. 40.00 ROBERT C. MILLER, M.D. 40.00 MARCO RIZZO, M.D. 40.00 Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 2,252,147. PART XII LINE 2C EXPLANATION THERE WAS NO CHANGE IN THE PROCESS DURING THE YEAR. INDEPENDENCE FORM 990 PART VI LINE 1B THE BOARD OF TRUSTEES OF MAYO CLINIC, THE PARENT ENTITY OF THE MAYO CLINIC-AFFILIATED ENTITIES, IS COMPRISED OF MORE THAN 50% PUBLIC TRUSTEES. ALBERT LEA MEDICAL CENTER -- MAYO HEALTH SYSTEM 404 WEST FOUNTAIN STREET ALBERT LEA MN 56007 411404075 HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC 1 AUSTIN MEDICAL CENTER -- MAYO HEALTH SYSTEM 1000 FIRST DRIVE NW AUSTIN MN 55912 410695606 HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC 1 AUSTIN MEDICAL CENTER FOUNDATION 1000 FIRST DRIVE NW AUSTIN MN 55912 300107471 FUNDRAISING FOUNDATION MN 501(c)(3) 7 AUSTIN MEDICAL CENTER -- MAYO HEALTH SYSTEM 1 BARRON MEMORIAL MEDICAL CENTER -- MAYO HEALTH SYSTEM 1222 EAST WOODLAND AVE BARRON WI 54812 390920634 HOSPITAL AND CLINIC WI 501(c)(3) 3 LUTHER HOSPITAL 1 BLOOMER LAKEVIEW INC 2110 DUNCAN ROAD BLOOMER WI 54724 391450617 LOW INCOME HOUSING WI 501(c)(3) 7 BLOOMER MEMORIAL MEDICAL CENTER INC -- MAYO HEALTH SYSTEM 1 BLOOMER MEMORIAL MEDICAL CENTER INC -- MAYO HEALTH SYSTEM 1501 THOMPSON STREET BLOOMER WI 54724 390980343 HOSPITAL AND CLINIC WI 501(c)(3) 3 LUTHER HOSPITAL 1 CANNON FALLS MEDICAL CENTER -- MAYO HEALTH SYSTEM 1116 WEST MILL STREET CANNON FALLS MN 55009 204156428 HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC 1 CHARTERHOUSE INC 200 FIRST STREET SW ROCHESTER MN 55905 411405254 RETIREMENT LIVING CENTER MN 501(c)(3) 9 MAYO CLINIC 1 FAIRMONT MEDICAL CENTER -- MAYO HEALTH SYSTEM 800 MEDICAL CENTER DRIVE PO BOX 800 FAIRMONT MN 56031 410760836 HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC 1 FOUNTAIN LAKE TREATMENT CENTER 404 WEST FOUNTAIN STREET ALBERT LEA MN 56007 411404076 CHEMICAL DEPENDENCY TREATMENT MN 501(c)(3) 3 ALBERT LEA MEDICAL CENTER -- MAYO HEALTH SYSTEM 1 FRANCISCAN SKEMP FOUNDATION OF ARCADIA INC 464 SOUTH JOHNSON STREET ARCADIA WI 54612 391322480 FUNDRAISING FOUNDATION WI 501(c)(3) 9 FRANCISCAN SKEMP HEALTHCARE INC 1 FRANCISCAN SKEMP FOUNDATION OF SPARTA INC 310 WEST MAIN STREET SPARTA WI 54656 391423234 FUNDRAISING FOUNDATION WI 501(c)(3) 9 FRANCISCAN SKEMP HEALTHCARE INC 1 FRANCISCAN SKEMP FOUNDATION INC 700 WEST AVE SOUTH LA CROSSE WI 54601 391186647 FUNDRAISING FOUNDATION WI 501(c)(3) 11-II FRANCISCAN SKEMP HEALTHCARE INC 1 FRANCISCAN SKEMP HEALTHCARE INC 700 WEST AVE SOUTH LA CROSSE WI 54601 391411999 HEALTHCARE SYSTEM PARENT WI 501(c)(3) 11-I MAYO CLINIC 1 FRANCISCAN SKEMP MEDICAL CENTER INC 700 WEST AVE SOUTH LA CROSSE WI 54601 390806374 HOSPITAL AND CLINIC WI 501(c)(3) 3 FRANCISCAN SKEMP 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 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM 1025 MARSH STREET MANKATO MN 56002 411236756 HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC 1 IMMANUEL-ST JOSEPH'S FOUNDATION -- MAYO HEALTH SYSTEM 1025 MARSH STREET MANKATO MN 56002 411663357 FUNDRAISING FOUNDATION MN 501(c)(3) 7 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM 1 LAKE CITY MEDICAL CENTER - MAYO HEALTH SYSTEM 500 WEST GRANT STREET LAKE CITY MN 55041 411906820 HOSPITAL MN 501(c)(3) 3 MAYO CLINIC 1 LUTHER HOSPITAL 1221 WHIPPLE STREET EAU CLAIRE WI 54703 390813418 HOSPITAL WI 501(c)(3) 3 MAYO CLINIC 1 LUTHER LAKESIDE APARTMENTS INC 714 SOUTH BARSTOW STREET EAU CLAIRE WI 54701 391409024 LOW INCOME HOUSING WI 501(c)(3) 9 LUTHER HOSPITAL 1 LUTHER MIDELFORT FOUNDATION INC 733 W CLAIREMONT AVE PO BOX 1510 EAU CLAIRE WI 54702 391633407 GRANTMAKING FOUNDATION WI 501(c)(3) PF MIDELFORT CLINIC LTD -- MAYO HEALTH SYSTEM 0 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 JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 593337028 PATIENT CARE - CLINIC FL 501(c)(3) 7 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 200 FIRST STREET SW ROCHESTER MN 55905 416011702 PATIENT CARE - CLINIC MN 501(c)(3) 9 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 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 MIDELFORT CLINIC LTD -- MAYO HEALTH SYSTEM PO BOX 1510 EAU CLAIRE WI 54702 391735831 PATIENT CARE - CLINIC WI 501(c)(3) 3 MAYO CLINIC 0 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 NORTHWEST WISCONSIN HOMECARE INC PO BOX 2060 EAU CLAIRE WI 54702 391491516 HOME HEALTH AND HOSPICE CARE WI 501(c)(3) 9 LUTHER HOSPITAL 1 NORTHWEST WISCONSIN SUPPORTIVE HOMECARE INC PO BOX 2060 EAU CLAIRE WI 54702 391686673 HOME HEALTH CARE WI 501(c)(3) 9 LUTHER HOSPITAL 1 OSSEO MEDICAL CENTER INC -- MAYO HEALTH SYSTEM PO BOX 70 / 13025 EIGHTH STREET OSSEO WI 54758 391029430 HOSPITAL AND CLINIC WI 501(c)(3) 3 LUTHER HOSPITAL 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 RED CEDAR MEDICAL CENTER INC -- MAYO HEALTH SYSTEM 2321 STOUT ROAD MENOMONIE WI 54751 510190875 HOSPITAL AND CLINIC WI 501(c)(3) 3 MAYO CLINIC 1 SPRINGFIELD MEDICAL CENTER -- MAYO HEALTH SYSTEM 625 NORTH JACKSON AVENUE SPRINGFIELD MN 56087 411893827 HOSPITAL AND CLINIC MN 501(c)(3) 3 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM 1 ST JAMES MEDICAL CENTER -- MAYO HEALTH SYSTEM 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 410797368 HOSPITAL AND CLINIC MN 501(c)(3) 3 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM 1 ST JAMES MEDICAL CENTER FOUNDATION INC 1101 MOULTON PARSONS DR PO BOX 460 ST JAMES MN 56081 411444129 FUNDRAISING FOUNDATION MN 501(c)(3) 7 ST JAMES MEDICAL CENTER -- MAYO HEALTH SYSTEM 1 WASECA MEDICAL CENTER -- MAYO HEALTH SYSTEM 501 NORTH STATE STREET WASECA MN 56093 363606405 HOSPITAL AND CLINIC MN 501(c)(3) 3 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM 1 MAYO KLINIK STIFTUNG 60486 FRANKFURT AM MAIN GM FUNDRAISING FOUNDATION GM MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 1 FRANKLIN HEATING STATION 119 THIRD ST SW ROCHESTER MN 55902 410264830 UTILITY MN N/A CANNON VALLEY CLINIC -- MAYO HEALTH SYSTEM 635 FIRST STREET SE FARIBAULT MN 55021 411817179 PATIENT CARE - CLINIC MN N/A C DECORAH CLINIC -- MAYO HEALTH SYSTEM 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 NORTHWEST HEALTH VENTURES INC 1221 WHIPPLE STREET EAU CLAIRE WI 54703 391528920 PHARMACY SERVICES WI N/A C OWATONNA CLINIC -- MAYO HEALTH SYSTEM 134 SOUTHVIEW OWATONNA MN 55060 411862132 PATIENT CARE - CLINIC MN 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 1 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH K 11000 GAAP MAYO CLINIC K 388698 GAAP MAYO CLINIC -- METHODIST HOSPITAL K 62319 GAAP MAYO CLINIC A 155514 GAAP MAYO CLINIC -- METHODIST HOSPITAL A 122340 GAAP MAYO CLINIC L 3020864 GAAP MAYO COLLABORATIVE SERVICES INC L 780781 GAAP GOLD CROSS AMBULANCE SERVICE L 17451 GAAP MAYO CLINIC -- SAINT MARYS HOSPITAL L 1545 GAAP MMSI INC O 10191933 GAAP MAYO CLINIC C 695815 GAAP AUSTIN MEDICAL CENTER -- MAYO HEALTH SYSTEM K 357601 GAAP MAYO CLINIC R 1475412 GAAP MAYO CLINIC JACKSONVILLE K 286 GAAP FOUNTAIN LAKE TREATMENT CENTER B 414037 GAAP FOUNTAIN LAKE TREATMENT CENTER P 1271821 GAAP AUSTIN MEDICAL CENTER -- MAYO HEALTH SYSTEM L 53638 GAAP FOUNTAIN LAKE TREATMENT CENTER L 1277 GAAP OWATONNA CLINIC -- MAYO HEALTH SYSTEM O 14803 GAAP OWATONNA CLINIC -- MAYO HEALTH SYSTEM K 55385 GAAP DECORAH CLINIC -- MAYO HEALTH SYSTEM P 8875 GAAP WASECA MEDICAL CENTER -- MAYO HEALTH SYSTEM K 1170 GAAP IMMANUAL ST JOSEPH'S -- MAYO HEALTH SYSTEM L 32183 GAAP