2011-10-31T13:48:31-05:00 2010-12-31 990 2010-01-01 411506440 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH MAYO 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 JEFFREY W BOLTON 5075381297 2011-10-31 2010 2016-03-07 17:11:31Z JEFFREY W BOLTON 200 FIRST STREET SW ROCHESTER MN 55905 743391122 0 X WWW.MAYO.EDU X 1915 MN TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF MAYO CLINIC. 5 0 5762 0 17587561 1225483 0 2770435 612319772 735708932 3031484 -674843 24217693 3239593 639568949 741044117 16841 13076941 0 0 265881095 430960096 0 0 0 393767069 348383679 659665005 792420716 -20096056 -51376599 1299366862 1408642075 1211174134 1318449106 88192728 90192969 X TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF MAYO CLINIC, INCLUDING, BUT NOT LIMITED TO, MEDICAL EDUCATION AND RESEARCH, MEDICAL PRACTICE ACTIVITIES, AND CLINICAL OUTREACH ACTIVITIES IN FURTHERANCE OF SUCH MEDICAL EDUCATION AND RESEARCH AND PROMOTION OF HEALTH. 0 0 604108297 13065950 512751406 SUPPORT SERVICES (SEE SCHEDULE O)MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER) PARTICIPATES IN THE DIRECTION AND GUIDANCE OF MEDICAL CLINICS ESTABLISHED BY MAYO CLINIC. THESE INCLUDE MAYO CLINIC, LOCATED IN ROCHESTER, MINNESOTA, AS WELL AS SEPARATE, NONPROFIT MEDICAL CLINICS ESTABLISHED BY MAYO CLINIC IN JACKSONVILLE, FLORIDA; SCOTTSDALE, ARIZONA; EAU CLAIRE, LACROSSE AND MENOMONIE, WISCONSIN; ALBERT LEA, AUSTIN, CANNON FALLS, FAIRMONT, FARIBAULT, LAKE CITY, MANKATO, OWATONNA, ST. JAMES, SPRINGFIELD, WABASHA, AND WASECA, MINNESOTA; AND DECORAH, IOWA. MFMER'S RELATIONSHIP WITH THESE CLINICS IS TO ENSURE THE HIGHEST QUALITY STANDARDS OF PATIENT CARE AND PATIENT DATA ESTABLISHED AT MAYO CLINIC ARE CONSISTENT THROUGHOUT THE MAYO CLINIC SYSTEM SO THAT THE RESEARCH AND EDUCATIONAL PURPOSES OF MAYO CLINIC CAN BE ACCOMPLISHED. THE EXTENSION OF THE RESEARCH, EDUCATION AND PATIENT CARE LEADERSHIP ROLE ASSOCIATED WITH MAYO CLINIC INTO AREAS OUTSIDE OF ROCHESTER CREATES USEFUL AND OTHERWISE UNAVAILABLE COMPARATIVE RESEARCH AND EDUCATIONAL OPPORTUNITIES TO FURTHER MAYO'S EXEMPT PURPOSE. MFMER ALSO PROVIDES PAYROLL, PURCHASING, SALARY & BENEFIT ADMINISTRATION AND OTHER MISCELLANEOUS SUPPORT SERVICES FOR MAYO CLINIC AND AFFILIATES. IN 2010 SEVERAL SHARED SERVICE PROGRAMS CONSOLIDATED INTO MFMER WHICH CAUSED AN INCREASE IN REVENUE AND EXPENSES. 82039824 141600442 PHARMACIES AND MEDICAL PRODUCTS (SEE SCHEDULE O)IN ORDER TO CONVENIENTLY ACCOMMODATE THE NEEDS OF PATIENTS AND EMPLOYEES OF MAYO CLINIC, MFMER OPERATES PHARMACIES AND A MEDICAL PRODUCTS STORE AT THE MAYO CLINIC SITES. THESE OPERATIONS ARE NOT INTENDED TO SERVE THE GENERAL PUBLIC. THE STAFF AT THESE PHARMACIES ALSO ASSIST MAYO CLINIC SCIENTISTS IN DRUG PROTOCOLS FOR RESEARCH. 65782589 62091815 HEALTH INFORMATION (SEE SCHEDULE O)MFMER IS USED AS A MEANS OF MAKING AVAILABLE TO THE MEDICAL COMMUNITY AND TO THE GENERAL PUBLIC THE RESULTS OF MAYO'S RESEARCH AND EDUCATION PROGRAMS. DURING 2010, MFMER SOLD 460,497 COPIES OF THE MAYO CLINIC HEALTH LETTER. THE HEALTH LETTER IS A MONTHLY NEWSLETTER CONTAINING USEFUL HEALTH INFORMATION FOR THE GENERAL PUBLIC. MFMER ALSO SOLD 121,768 COPIES OF WOMEN'S HEALTHSOURCE, A MONTHLY NEWSLETTER ON WOMEN'S HEALTH. MFMER SOLD 4,451,158 COPIES OF THE MAYO CLINIC EMBODYHEALTH NEWSLETTER. THIS INCLUDES 4, 111,638 COPIES SOLD TO EMPLOYERS AND MEMBER ORGANIZATIONS AS PART OF MFMER'S CORPORATE WELLNESS PROGRAM. THIS PROGRAM IS DESIGNED TO MEET THE SPECIFIC POPULATION HEALTH MANAGEMENT NEEDS OF EMPLOYERS AND MEMBER ORGANIZATIONS. THE EMBODYHEALTH NEWSLETTER PROVIDES HEALTH INFORMATION TO THE SUBCRIBING ORGANIZATION'S EMPLOYEES AND MEMBERS. IN ADDITION, THE FOLLOWING BOOKLETS WERE SOLD TO EMPLOYERS AND MEMBER ORGANIZATIONS UNDER THE CORPORATE WELLNESS PROGRAM: 50 HEAD-TO-TOE HEALTH TIPS - 1,575 COPIES 8 WAYS TO LOWER YOUR RISK OF A HEART ATTACK OR STROKE - 401 COPIES DISEASE-FIGHTING FOODS: SMART EATING CHOICES - 125 COPIES EATING OUT: YOUR POCKET GUIDE TO HEALTH DINING - 550 COPIES YOUR GUIDE TO VITAMIN & MINERAL SUPPLEMENTS - 150 COPIES HEALTHFUL SOLUTIONS FOR MANAGING STRESS - 2,275 COPIES HEALTHY EATING FOR HURRIED LIVES - 150 COPIES HEALTH WEIGHT FOR LIFE - 1,501 COPIES HIGH BLOOD PRESSURE & YOUR HEART - 1,455 COPIES LIVE LONGER, LIVE BETTER - 8,025 COPIES COMPLENTARY & ALTERNATIVE MEDICINE - 51 COPIES WALK YOUR WAY TO FITNESS - 2,201 COPIES YOUR HEART-HEALTHY EATING GUIDE - 3,150 COPIES MFMER ALSO SELLS NUMEROUS BOOKS ON HEALTH RELATED TOPICS. DURING 2010, MFMER SOLD 7,385 COPIES OF MAYO CLINIC FAMILY HEALTH BOOK, AN ILLUSTRATED COMPREHENSIVE HOME MEDICAL REFERENCE WITH DETAILED, CURRENT INFORMATION ON HUNDREDS OF MEDICAL CONDITIONS. DURING 2010, MFMER ALSO SOLD THE FOLLOWING BOOKS, WHICH ARE ALL PART OF A SERIES OF EASY TO UNDERSTAND, YET COMPREHENSIVE BOOKS THAT PROVIDE ANSWERS TO QUESTIONS ABOUT EACH HEALTH CONCERN: MAYO CLINIC 5 STEPS TO CONTROLLING HIGH BLOOD PRESSURE - 5,328 COPIES MAYO CLINIC GUIDE TO A HEALTY PREGANCY - 16,974 COPIES MAYO CLINIC ON MANAGING INCONTINENCE - 11,020 COPIES MAYO CLINIC FITNESS FOR EVERYBODY - 3,733 COPIES MAYO CLINIC HOME REMEDIES - 7,727 COPIES MAYO CLINIC GUIDE TO PAIN RELIEF - 6,398 COPIES MAYO CLINIC ON PROSTRATE HEALTH - 10,273 COPIES MAYO CLINIC HEALTHY WEIGHT FOR EVERYBODY - 1,417 COPIES MAYO CLINIC ON DIGESTIVE HEALTH - 9,070 COPIES MAYO CLINIC PLAN ON HEALTHY AGING - 9,138 COPIES MAYO CLINIC THE ESSENTIALS DIABETES BOOK - 4,931 COPIES MAYO CLINIC ON MANAGING DIABETES - 69 COPIES MAYO CLINIC PLAN 10 STEPS TO A BETTER BODY & HEALTHIER LIFE - 5,297 COPIES MAYO CLINIC GUIDE TO ALZHEIMER'S DISEASE - 10,087 COPIES MAYO CLINIC GUIDE TO BETTER VISION - 5,781 COPIES MAYO CLINIC GUIDE TO MANAGING ARTHRITIS - 6,336 COPIES MAYO CLINIC GUIDE TO SELF CARE - 54,563 COPIES MAYO CLINIC ON BETTER HEARING AND BALANCE - 11,196 COPIES MAYO CLINIC GUIDE ON PREVENTING & TREATING OSTEOPOROSIS - 6,234 COPIES MAYO CLINIC BOOK OF ALTERNATIVE MEDICINE - 20,445 COPIESIN COLLABORATION WITH GAIAM, INC., "WELLNESS SOLUTIONS", A DVD SERIES OFFERING INTEGRATIVE HEALTH SOLUTIONS FOR 10 COMMON CONDITIONS, WAS ORIGINALLY PUBLISHED IN 2008 SELLING 2,859 COPIES IN 2010.IN 2010 31,826 COPIES OF THE MAYO CLINIC DIET BOOK AND 8,355 COPIES OF THE DIET JOURNAL WERE SOLD. IN THE BOOK AND THE JOURNAL, MAYO CLINIC HAS BOILED THE RESEARCH DOWN TO FIVE SIMPLE HABITS TO HELP TAKE OFF EXTRA WEIGHT AND FIVE HABITS TO BREAK SO THAT WEIGHT DOES NOT COME BACK. FIX IT AND ENJOY IT COOKBOOKS SOLD 9,486 COPIES AND THE MAYO CLINIC NEW COOKBOOK SOLD 3,736 COPIES. MFMER ALSO OPERATES MAYO'S INFORMATIONAL CONSUMER WEBSITE, MAYOCLINIC.COM, WHICH HAS THOUSANDS OF VISITORS DAILY.ASK MAYO CLINIC, A TELEPHONIC HEALTH RESOURCE ADMINISTERED BY MFMER IS A STRATEGIC RESOURCE AVAILABLE TO EMPLOYERS TO OFFER TO THEIR EMPLOYEES. THIS 24-HOUR NURSE LINE AND HEALTH ADVOCACY SERVICE IS STAFFED BY EXPERIENCED REGISTERED NURSES WHO DRAW ON THE RESOURCES OF MAYO CLINIC TO HELP PEOPLE CHOOSE THE RIGHT LEVEL OF CARE FOR ILLNESSES AND INJURIES, AND ACCESS APPROPRIATE RESOURCES FOR THEIR PERSONAL HEALTH NEEDS. 17118443 10991 20942515 LICENSING OF TECHNOLOGY:MAKING THE RESULTS OF RESEARCH AND TECHNOLOGY DEVELOPED THROUGHOUT MAYO CLINIC AVAILABLE TO THE PUBLIC IS ANOTHER FUNCTION OF MFMER. THIS IS ACCOMPLISHED THROUGH LICENSING ARRANGEMENTS WITH OTHERS HAVING THE CAPABILITY TO DISTRIBUTE THE TECHNOLOGY TO THE MEDICAL COMMUNITY AND THE GENERAL PUBLIC. DURING 2010, MFMER SIGNED 73 LICENSES WITH COMPANIES TO DISTRIBUTE MAYO CLINIC TECHNOLOGY AND INVENTIONS. IN EXCHANGE FOR THESE LICENSES, MFMER RECEIVES ROYALTIES BASED ON GROSS REVENUES GENERATED FROM THE PRODUCTS DEVELOPED FROM THE LICENSED TECHNOLOGY OR INVENTION. THE REVENUES FROM THESE ROYALTIES ARE USED TO FURTHER THE RESEARCH AND EDUCATIONAL ACTIVITIES OF MAYO CLINIC.EDUCATION:MFMER SUPPORTS THE MAYO SCHOOL OF GRADUATE MEDICAL EDUCATION BY SUPPORTING THE SCHOOL'S VISTING MEDICAL STUDENT CLERKSHIP PROGRAM. THIS PROGRAM PROVIDES ELECTIVE CLINICAL ROTATIONS FOR NEARLY 400 PARTICIPATING MEDICAL STUDENTS EACH YEAR THAT FOSTER GROWTH OF MEDICAL KNOWLEDGE THROUGH DIRECT PATIENT CARE EXPERIENCES. 17118443 10991 20942515 769049153 1 1 0 1 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 4557 0 1 5762 1 1 1 1 MX AE 0 0 0 0 0 0 0 0 X 5 0 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MN CA KY X CORPORATE TAX UNIT 5075381297 200 FIRST STREET SW ROCHESTER MN 55905 X BOLTON JEFFREY W 40.00 X X 815822 0 136564 LIENAU MARTY A 40.00 X 95667 0 17878 LINDAHL ROGER A 40.00 X X 224191 0 55709 LITCHY MD WILLIAM J 1.00 X X 0 284145 64542 MATTHIAS MARK A 40.00 X X 200413 0 39997 SCHILMOELLER ALAN R 40.00 X X 1627431 0 15653 BRIGHAM ROBERT F 1.00 X 0 741182 24883 BROWN MICHAEL E 1.00 X 0 197524 24198 BROWN WILLIAM A 40.00 X 209109 0 54338 FRANCIS JAMES R 40.00 X 295977 0 70157 FROISLAND JEFFREY R 1.00 X 0 228471 27440 GOLDMAN DANIEL S 40.00 X 195233 0 41753 HOFFMAN HARRY N 1.00 X 0 1754589 698988 HOFFMAN MARY J 1.00 X 0 360001 49281 HUBERT SHERRY L 40.00 X 235832 0 44725 KOCH MARK B 1.00 X 0 257707 34629 LOHKAMP CHRISTIE A 40.00 X 206105 0 24077 MELVIN KEVIN B 1.00 X 0 111844 35715 NASS BRIAN D 40.00 X 202314 0 41518 OVIATT JONATHAN J 40.00 X 737491 0 171708 SAWYER NAN B 1.00 X 0 503199 63004 SCHMIDT BRADLEY D 1.00 X 0 300232 109103 THOMAS GREGORY J 1.00 X 0 885153 9059 VAN NURDEN STEVEN P 40.00 X 227261 0 44980 WARNER GREGORY J 40.00 X 234259 0 9969 WEIS SHIRLEY A 40.00 X 1355446 0 323373 BENGALI ABDUL R 40.00 X 974299 0 17572 LA FORGIA JOHN M 40.00 X 327505 0 59342 LANGSTRAAT HARLAN J 40.00 X 221819 0 45920 MCNAMARA MICHAEL J 40.00 X 422689 0 60803 MCNEILL STEVEN L 40.00 X 279729 0 68597 MENKOSKY PAULA E 40.00 X 265489 0 53195 NOSEWORTHY MD JOHN H 40.00 X 1637388 0 802177 RAGSDALE JILL M 40.00 X 384389 0 56821 CRANMER JOHN P 40.00 X 251251 0 52834 GROSSET JESSICA A 40.00 X 255693 0 74704 KELLY BRUCE M 40.00 X 303252 0 55163 LETTIERI MD SALVATORE C 40.00 X 657855 0 75705 MURPHY JOSHUA B 40.00 X 236392 0 36541 O'CONNOR MD MARY I X 0 1340492 102755 ANDERSON JAMES G X 0 1527866 14370 CUMMINGS NANCY J X 0 154276 44521 EDWARDS MD BROOKS S X 0 883367 111548 WALTERS ROBERT M X 851047 0 62572 COLLINS CRAIG C X 216104 0 47742 NESSE MD ROBERT E X 0 1569297 211744 ROTTY BRIAN W X 202665 0 43580 CAGIN CHARLES R X 0 908978 98971 MEYERS MD MICHAEL S X 0 775057 45714 PAMULAPATI KRISHNA M X 0 669244 94092 SINGH MANDEEP X 0 999857 75090 TAK TAHIR X 0 551310 294959 14350117 15003791 4940273 774 1 1 0 BOLDT CONSTRUCTION 2525 N ROEMER RD APPLETON WI 549120419 CONSTRUCTION 55593982 PEOPLECLICK INC TWO HANNOVER SQUARE 7TH FLOOR RALEIGH NC 27601 HR SERVICES 29126241 SODEXHO SERVICES INC PO BOX 70060 CHICAGO IL 60673 FOOD SERVICES 19738122 IBM CORPORATION TWO LINCOLN CENTRE OAK BROOK TERRACE IL 60181 TECHNOLOGY SERVICES 14357267 CERNER CORPORATION 2800 ROCKCREEK PARKWAY KANSAS CITY MO 64117 TECHNOLOGY SERVICES 10554152 727 2768435 2000 2770435 SUPPORT SERVICES 561000 510907899 506547741 3800000 560158 PHARMACY REVENUE 446110 131221865 130577364 644501 HEALTH INFORMATION 511190 61454401 51594216 9258381 601804 ROYALTY REVENUE 541900 21694632 20451885 1242747 MEDICAL PRODUCTS 446199 10378577 9011945 1366632 51558 51558 735708932 1670909 1670909 1253 2347005 -2345752 -2345752 -2345752 MAYO MEDICAL TRANSPORT 621990 1611618 360788 1250830 MISCELLANEOUS 900099 903767 607674 9046 287047 CONSULTING SERVICES 541610 586284 586284 137924 122500 15424 3239593 741044117 719911955 17587561 774166 13060950 13060950 15991 15991 13632685 13632685 37357 37357 321220543 321220543 54519198 54519198 17089655 17089655 24460658 24460658 282061 282061 5228431 5228431 1436524 1436524 705000 705000 522 522 16420180 16420180 890052 890052 147462952 147462952 55975822 55975822 8303881 8303881 39525088 39525088 5764117 5764117 172164 172164 551 551 62609685 62609685 6495 6495 SUPPORT M&G ALLOCATION 0 -23371563 23371563 EMPLOYEE EXPENSES 1833394 1833394 BAD DEBT 1436246 1436246 DUES, LICENSES, ETC. 345155 345155 MISCELLANEOUS 126383 126383 -141024 -141024 792420716 769049153 23371563 0 21449942 50741411 34085258 38766339 201819543 196560821 30667704 30073430 27450996 29949943 579529694 406473783 130298690 173055911 1594351 2224997 40738291 31267623 3884 811258203 856001600 1299366862 1408642075 579136937 624310270 17471677 15409498 614565520 678729338 1211174134 1318449106 X 80621011 82657140 5174539 5166021 2397178 2369808 88192728 90192969 1299366862 1408642075 X -51376599 53376840 X X 0 1 1 X 0 X 4030000 1031520 2770435 7831955 252781839 260528678 258925047 617391814 719508061 2109135439 252781839 264558678 259956567 617391814 722278496 2116967394 0 0 0 2116967394 10627282 7662473 11794270 3731267 1670909 35486201 104217 967146 1282675 2354038 10627282 7766690 11794270 4698413 2953584 37840239 2733304 3100085 3570624 4435698 1449009 15288720 266142425 275425453 275321461 626525925 726681089 2170096353 0.97550 0.96750 0.01740 0.02230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 175 1 2150 0 1 1170890 0 1 1475 1174690 0 Explanation of Other Lobbying Activities: Part II-B, Line 1i: DUES 2397178 -27370 2369808 2312185 84993 2397178 2227967 84218 2312185 1.00000 0 1 1 570632130 406469899 164162231 8897564 3884 8893680 173055911 DUE FROM AFFILIATES 751648195 OTHER LONG TERM ASSETS 22000 GIFT ANNUITIES 90585772 THIRD PARTY TRUSTS 6449026 RELOCATION HOUSES 6195801 MISC. CONTRIBUTED ASSETS 1100806 856001600 DUE TO AFFILIATES 676504341 DEFERRED COMPENSATION LIABILITY 2224997 678729338 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, 2010 AND 2009, THE LIABILITY FOR UNRECOGNIZED TAX BENEFITS FOR THE FILING ORGANIZATION WAS $50,130 AND $1,415,803 RESPECTIVELY. FIN 48 FOOTNOTE FROM MAYO CLINIC ("THE CLINIC") CONSOLIDATED AUDIT WHICH IS DENOMINATED IN $MILLIONS: 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 A FEW FOREIGN JURISDICTIONS. THE STATUTES OF LIMITATIONS FOR TAX YEARS 2007 THROUGH 2009 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 2007 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) IS PERFORMING 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, TWO REMAINING ENTITIES HAVE EXTENDED THE STATUTES OF LIMITATIONS FOR 2005 AND 2006 UNTIL JUNE 30, 2011. AS OF DECEMBER 31, 2010, 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, 2010 AND 2009, THE LIABILITY FOR UNRECOGNIZED TAX BENEFITS WAS $0.2 AND $16.3, RESPECTIVELY. THE 2010 DECREASE WAS PRIMARILY RELATED TO INTERCOMPANY TRANSFER PRICING METHODOLOGY CHALLENGED BY THE IRS AND SETTLED, WHICH ALSO RESULTED IN A DECREASE TO AN OFFSETTING DEFERRED TAX ASSET. IT IS REASONABLY POSSIBLE THAT UNRECOGNIZED BENEFITS WILL DECREASE BY APPROXIMATELY $0.2 IN THE NEXT 12 MONTHS DUE TO EXPIRING STATUTES OF LIMITATIONS OR SETTLEMENT WITH THE IRS. THE CLINIC'S PRACTICE IS TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE COMPONENTS OF TAX EXPENSE ARE NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE CLINIC RECORDS DEFERRED INCOME TAXES DUE TO TEMPORARY DIFFERENCES BETWEEN FINANCIAL REPORTING AND TAX REPORTING FOR CERTAIN ASSETS AND LIABILITIES OF ITS TAXABLE ACTIVITIES. AT DECEMBER 31, 2010, THE CLINIC HAS NET OPERATING LOSS CARRYFORWARDS OF $35.8 FOR FEDERAL INCOME TAX PURPOSES, WHICH ARE EXPECTED TO EXPIRE BEGINNING 2011 THROUGH 2029. CENTRAL AMERICA AND THE CARIBBEAN 0 0 TRAVEL- INTERNATIONAL CONFERENCE 0 EAST ASIA AND THE PACIFIC 0 11 TRAVEL- INTERNATIONAL CONFERENCE 8311 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 25 TRAVEL- INTERNATIONAL CONFERENCE 13826 MIDDLE EAST AND NORTH AFRICA 0 0 TRAVEL- INTERNATIONAL CONFERENCE 0 NORTH AMERICA 0 20 TRAVEL- INTERNATIONAL CONFERENCE 24562 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 TRAVEL- INTERNATIONAL CONFERENCE 0 SOUTH AMERICA 0 13 TRAVEL- INTERNATIONAL CONFERENCE 13060 SOUTH ASIA 0 14 TRAVEL- INTERNATIONAL CONFERENCE 62590 SUB-SAHARAN AFRICA 0 0 TRAVEL- INTERNATIONAL CONFERENCE 0 CENTRAL AMERICA AND THE CARIBBEAN 1 1 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 47565 SOUTH AMERICA 1 1 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 18640 NORTH AMERICA 1 2 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 170000 NORTH AMERICA 0 1 PATIENT SERVICES ARRANGE APPOINTMENTS, TRAVEL, ETC 13329 CENTRAL AMERICA AND THE CARIBBEAN 0 12 SUPPLIES & SERVICES PURCHASED 47230 EAST ASIA AND THE PACIFIC 0 88 SUPPLIES & SERVICES PURCHASED 862237 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 368 SUPPLIES & SERVICES PURCHASED 7336180 MIDDLE EAST AND NORTH AFRICA 0 47 SUPPLIES & SERVICES PURCHASED 584367 NORTH AMERICA 0 310 SUPPLIES & SERVICES PURCHASED 5815678 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 4 SUPPLIES & SERVICES PURCHASED 6753 SOUTH AMERICA 0 31 SUPPLIES & SERVICES PURCHASED 232130 SOUTH ASIA 0 18 SUPPLIES & SERVICES PURCHASED 59025 SUB-SAHARAN AFRICA 0 9 SUPPLIES & SERVICES PURCHASED 78944 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES MANAGEMENT CONSULTING 750 EAST ASIA AND THE PACIFIC 0 0 ROYALTIES 14076 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 ROYALTIES 47928 MIDDLE EAST AND NORTH AFRICA 0 0 ROYALTIES 0 NORTH AMERICA 0 0 ROYALTIES 26454 83 893 976 122349 15361286 15483635 1 0 1 0 0 1 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: SUPPLIES & SERVICES PURCHASED - AS THE PROCUREMENT COMPANY FOR MAYO CLINIC AND AFFILIATES, THE FILING ORGANIZATION PURCHASES SUPPLIES AND SERVICES FROM AROUND THE WORLD. THE AMOUNTS AND REGIONS REFLECTED IN SCHEDULE F AS "SUPPLIES & SERVICES PURCHASED" ARE BASED ON ADDRESSES PROVIDED AT TIME OF INVOICING AND IS A CONSOLIDATED NUMBER FOR ALL THE ENTITIES WHO PURCHASE THROUGH THE FILING ORGANIZATION. 1 GIFT OF LIFE TRANSPLANT HOUSE 705 SECOND STREET SW ROCHESTER MN 55902 411495845 501(c)(3) 6625 SUPPORT OPERATIONS MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(c)(3) 13045000 SUPPORT OPERATIONS 2 0 FINANCIAL ASSISTANCE - SPIRIT OF CARING AWARDS 2 5000 SCHOLARSHIPS - MAYO SCHOOL OF GRADUATE MEDICAL EDUCATION CLERKSHIP PROGRAM 13 10991 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE FILING ORGANIZATION CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY WITH PROGRAMS THAT ENHANCE THE MISSION OF THE FILING ORGANIZATION. THE FILING ORGANIZATION ONLY CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY THAT ADDRESS UNMET OR UNDER-FUNDED COMMUNITY NEEDS IN THE AREAS OF HEALTHCARE, EDUCATION, RESEARCH, DIVERSITY AND EQUALITY OF OPPORTUNITY. FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE MONITORED BY THE FILING ORGANIZATION AS PRESCRIBED IN OMB CIRCULAR A-133. NO ADDITIONAL MONITORING IS PERFORMED. TRANSFERS OR GRANTS TO TAX-EXEMPT ORGANIZATIONS WILL BE USED PURSUANT TO THE POLICIES AND PROCEDURES OF THE GRANTEE ORGANIZATIONS AND TO FURTHER THE EXEMPT PURPOSES OF THE GRANTEE ORGANIZATIONS. BOTH THE FILING ORGANIZATION AND THE GRANTEE ORGANIZATION MAINTAIN ADEQUATE BOOKS AND RECORDS OF SUCH TRANSFERS OR GRANTS. NO ADDITIONAL MONITORING IS PERFORMED. TRANSFERS OR GRANTS TO AFFILIATED TAX-EXEMPT ORGANIZATIONS WILL BE USED PURSUANT TO THE POLICIES AND PROCEDURES OF THE GRANTEE ORGANIZATIONS AND TO FURTHER THE EXEMPT PURPOSES OF THE GRANTEE ORGANIZATIONS. BOTH THE FILING ORGANIZATION AND THE GRANTEE ORGANIZATION MAINTAIN ADEQUATE BOOKS AND RECORDS OF SUCH TRANSFERS OR GRANTS. NO ADDITIONAL MONITORING IS PERFORMED. X X X 1 1 0 1 0 0 0 0 0 0 0 BOLTON JEFFREY W 589094 0 0 0 226728 0 112952 0 23612 0 952386 0 170506 0 LINDAHL ROGER A 222940 0 0 0 1251 0 23326 0 32383 0 279900 0 0 0 LITCHY MD WILLIAM J 0 261491 0 0 0 22654 0 44318 0 20224 0 348687 0 437 MATTHIAS MARK A 199709 0 0 0 704 0 16275 0 23722 0 240410 0 0 0 SCHILMOELLER ALAN R 364808 0 0 0 1262623 0 0 0 15653 0 1643084 0 395202 0 BRIGHAM ROBERT F 0 396045 0 0 0 345137 0 1455 0 23428 0 766065 0 179161 BROWN MICHAEL E 0 196833 0 0 0 691 0 16024 0 8174 0 221722 0 0 BROWN WILLIAM A 202397 0 0 0 6712 0 31260 0 23078 0 263447 0 0 0 FRANCIS JAMES R 287495 0 0 0 8482 0 45423 0 24734 0 366134 0 8933 0 FROISLAND JEFFREY R 0 227672 0 0 0 799 0 14763 0 12677 0 255911 0 0 GOLDMAN DANIEL S 193942 0 0 0 1291 0 15919 0 25834 0 236986 0 0 0 HOFFMAN HARRY N 0 513243 0 250000 0 991346 0 672449 0 26539 0 2453577 0 353091 HOFFMAN MARY J 0 239357 0 0 0 120644 0 23372 0 25909 0 409282 0 51850 HUBERT SHERRY L 234961 0 0 0 871 0 18984 0 25741 0 280557 0 0 0 KOCH MARK B 0 256302 0 0 0 1405 0 12550 0 22079 0 292336 0 0 LOHKAMP CHRISTIE A 205633 0 0 0 472 0 12116 0 11961 0 230182 0 0 0 NASS BRIAN D 201166 0 0 0 1148 0 20563 0 20955 0 243832 0 7 0 OVIATT JONATHAN J 448008 0 0 0 289483 0 144702 0 27006 0 909199 0 146270 0 SAWYER NAN B 0 318929 0 0 0 184270 0 54549 0 8455 0 566203 0 53929 SCHMIDT BRADLEY D 0 294409 0 0 0 5823 0 93661 0 15442 0 409335 0 7122 THOMAS GREGORY J 0 351009 0 0 0 534144 0 893 0 8166 0 894212 0 190978 VAN NURDEN STEVEN P 225927 0 0 0 1334 0 18373 0 26607 0 272241 0 0 0 WARNER GREGORY J 229807 0 0 0 4452 0 415 0 9554 0 244228 0 0 0 WEIS SHIRLEY A 724309 0 0 0 631137 0 305748 0 17625 0 1678819 0 233413 0 BENGALI ABDUL R 345517 0 0 0 628782 0 670 0 16902 0 991871 0 163491 0 LA FORGIA JOHN M 273969 0 0 0 53536 0 39617 0 19725 0 386847 0 11761 0 LANGSTRAAT HARLAN J 219175 0 0 0 2644 0 26983 0 18937 0 267739 0 0 0 MCNAMARA MICHAEL J 288502 0 0 0 134187 0 36163 0 24640 0 483492 0 25366 0 MCNEILL STEVEN L 271617 0 0 0 8112 0 42513 0 26084 0 348326 0 0 0 MENKOSKY PAULA E 260380 0 0 0 5109 0 24438 0 28757 0 318684 0 2173 0 NOSEWORTHY MD JOHN H 923109 0 0 0 714279 0 787806 0 14371 0 2439565 0 135942 0 RAGSDALE JILL M 379904 0 0 0 4485 0 22486 0 34335 0 441210 0 0 0 CRANMER JOHN P 240820 0 0 0 10431 0 38419 0 14415 0 304085 0 0 0 GROSSET JESSICA A 249289 0 0 0 6404 0 48914 0 25790 0 330397 0 509 0 KELLY BRUCE M 260268 0 0 0 42984 0 38175 0 16988 0 358415 0 0 0 LETTIERI MD SALVATORE C 454307 0 0 0 203548 0 50383 0 25322 0 733560 0 21222 0 MURPHY JOSHUA B 234961 0 0 0 1431 0 15158 0 21383 0 272933 0 0 0 O'CONNOR MD MARY I 0 507865 0 0 0 832627 0 75892 0 26863 0 1443247 0 273300 ANDERSON JAMES G 0 268993 0 0 0 1258873 0 0 0 14370 0 1542236 0 621592 CUMMINGS NANCY J 0 153427 0 0 0 849 0 16548 0 27973 0 198797 0 0 EDWARDS MD BROOKS S 0 382844 0 0 0 500523 0 72680 0 38868 0 994915 0 58009 WALTERS ROBERT M 286610 0 0 0 564437 0 38219 0 24353 0 913619 0 88103 0 COLLINS CRAIG C 214905 0 0 0 1199 0 19846 0 27896 0 263846 0 0 0 NESSE MD ROBERT E 0 448868 0 0 0 1120429 0 193896 0 17848 0 1781041 0 370682 ROTTY BRIAN W 202665 0 0 0 0 0 17149 0 26431 0 246245 0 0 0 CAGIN CHARLES R 0 616975 0 0 0 292003 0 84061 0 14910 0 1007949 0 59156 MEYERS MD MICHAEL S 0 495845 0 0 0 279212 0 24464 0 21250 0 820771 0 55199 PAMULAPATI KRISHNA M 0 495545 0 0 0 173699 0 73671 0 20421 0 763336 0 56059 SINGH MANDEEP 0 655103 0 0 0 344754 0 52958 0 22132 0 1074947 0 96727 TAK TAHIR 0 516387 0 0 0 34923 0 266261 0 28698 0 846269 0 27610 Part I, Line 1a SOME OF THE CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES LISTED ON THIS RETURN SERVED ON THE BOARD OF TRUSTEES FOR MAYO CLINIC (THE PARENT COMPANY OF THE FILING ORGANIZATION) AND WERE PROVIDED TRAVEL FOR COMPANIONS SO THEIR SPOUSES COULD ACCOMPANY THEM TO THE SITE OF THE MAYO CLINIC BOARD OF TRUSTEE MEETINGS. IN ADDITION, SOME THESE LISTED PERSONS MAY HAVE ALSO RECEIVED TRAVEL FOR COMPANIONS SO THAT SPOUSES COULD ACCOMPANY THEM TO FUNDRAISING FUNCTIONS ON BEHALF OF MAYO CLINIC. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS RECEIVING THIS BENEFIT. MAYO CLINIC AND AFFILIATES HAVE A NON-QUALIFIED DEFERRED COMPENSATION PLAN (SEE SCHEDULE J, PART I, LINE 4b) THAT INCLUDES A PARTIAL TAX ADJUSTMENT FOR PAYMENTS FROM THE PLAN OTHER THAN THE CURRENT COMPENSATION COMPONENT. THE PERSONAL SERVICES THAT WERE PROVIDED ARE INCOME TAX PREPARATION SERVICES THAT ARE AVAILABLE TO ALL VOTING STAFF OF MAYO CLINIC. SEVERAL OF THE CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES LISTED ON THIS RETURN RECEIVED THIS SERVICE, WHICH WAS TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS. THE SUBMISSION OF A RECEIPT IS NOT REQUIRED AS THE BENEFIT IS PAID DIRECTLY TO THE VENDOR. 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 YEARS FORM 990. THESE AMOUNTS HAVE BEEN ACCRUED OVER THE SPAN OF THE INDIVIDUAL'S CAREER AT MAYO. JAMES G. ANDERSON $ 1,249,610 ABDUL R. BENGALI $ 622,517 JEFFREY W. BOLTON $ 221,227 ROBERT F. BRIGHAM $ 341,469 WILLIAM A. BROWN $ 4,763 CHARLES R. CAGIN $ 281,705 JOHN P. CRANMER $ 4,226 BROOKS S. EDWARDS M.D. $ 497,805 JAMES R. FRANCIS $ 6,293 JESSICA A. GROSSET $ 4,082 HARRY N. HOFFMAN $ 986,601 MARY J. HOFFMAN $ 119,315 BRUCE M. KELLY $ 38,256 JOHN M. LA FORGIA $ 50,390 SALVATORE C. LETTIERI M.D. $ 201,351 WILLIAM J. LITCHY M.D. $ 17,866 MICHAEL J. MCMANARA $ 128,264 STEVEN L. MCNEILL $ 7,154 PAULA E. MENKOSKY $ 4,196 MICHAEL S. MEYERS M.D. $ 276,944 BRIAN D. NASS $ 44 ROBERT E. NESSE M.D. $ 1,055,162 JOHN H. NOSEWORTHY M.D. $ 701,661 MARY I. O'CONNOR M.D. $ 828,849 JONATHAN J. OVIATT $ 284,303 KRISHNA M. PAMULAPATI $ 169,132 JILL M. RAGSDALE $ 3,001 NAN B. SAWYER $ 180,734 ALAN R. SCHILMOELLER $ 1,252,668 BRADLEY D. SCHMIDT $ 3,104 MANDEEP SINGH $ 342,260 TAHIR TAK $ 30,288 GREGORY J. THOMAS $ 530,305 ROBERT M. WALTERS $ 561,858 SHIRLEY A. WEIS $ 623,849 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. Supplemental Information Part III Part II: COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. MAYO COLLABORATIVE SERVICES INC COMMON BOARD MEMBER 2404473 EMPLOYEE BENEFIT ALLOCATION 0 MMSI INC COMMON BOARD MEMBER 2631001 EMPLOYEE BENEFIT ALLOCATION, EXPENSE REIMBURSEMENT, SERVICES 0 NORTHWEST HEALTH VENTURES INC COMMON BOARD MEMBER 6467759 PROCUREMENT SERVICES 0 MAYO REGIONAL PRACTICES OF ARIZONA COMMON BOARD MEMBER 107625 EMPLOYEE BENEFIT ALLOCATION 0 ANEXON COMMON BOARD MEMBER 129274 EXPENSE REIMBURSEMENT & ROYALTIES 0 PAMELA ROTTY FAMILY RELATIONSHIP 10001 EMPLOYMENT COMPENSATION 0 ANDREW BRIGHAM FAMILY RELATIONSHIP 26358 EMPLOYMENT COMPENSATION 0 JILL SMITH FAMILY RELATIONSHIP 223328 EMPLOYMENT COMPENSATION 0 CAROL CRANMER FAMILY RELATIONSHIP 27022 EMPLOYMENT COMPENSATION 0 Form 990, Part VI, Section A, line 2 DUE TO OVERLAP OF BOARD MEMBERSHIP AND EMPLOYMENT ON RELATED EXEMPT ENTITIES, THE FOLLOWING INDIVIDUALS: MICHAEL E. BROWN JEFFREY R. FROISLAND GREGORY J. THOMAS HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: MICHAEL E. BROWN JEFFREY R. FROISLAND GREGORY J. THOMAS DUE TO OVERLAP OF BOARD MEMBERSHIP AND EMPLOYMENT ON RELATED EXEMPT ENTITIES, THE FOLLOWING INDIVIDUALS: ROBERT F. BRIGHAM MARY J. HOFFMAN HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: ROBERT F. BRIGHAM MARY J. HOFFMAN DUE TO OVERLAP OF BOARD MEMBERSHIP AND EMPLOYMENT ON RELATED EXEMPT ENTITIES, THE FOLLOWING INDIVIDUALS: JEFFREY W. BOLTON ROBERT F. BRIGHAM WILLIAM A. BROWN JAMES R. FRANCIS JEFFREY R. FROISLAND HARRY N. HOFFMAN SHERRY L. HUBERT JONATHAN J. OVIATT GREGORY J. THOMAS SHIRLEY A. WEIS HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: HARRY N. HOFFMAN MARK B. KOCH WILLIAM J. LITCHY M.D. KEVIN B. MELVIN HARLAN J. LANGSTRAAT AND STEVEN P. VAN NURDEN ALSO SERVE ON THE BOARD OF FIOS, INC. JEFFREY R. FROISLAND AND GREGORY J. THOMAS ALSO SERVE ON THE BOARD OF SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION. JEFFREY W. BOLTON, MARK B. KOCH, JONATHAN J. OVIATT, NAN B. SAWYER, AND BRADLEY D. SCHMIDT ALSO SERVE ON THE BOARD OF MAYO COLLABORATIVE SERVICES INC. JEFFREY W. BOLTON, DANIEL S. GOLDMAN, MARY J. HOFFMAN, MARK B. KOCH, ROGER A. LINDAHL, MARK A. MATTHIAS, JONATHAN J. OVIATT, NAN B. SAWYER, ALAN R. SCHILMOELLER, AND BRADLEY D. SCHMIDT ALSO SERVE ON THE BOARD OF MAYO HOLDING COMPANY. JEFFREY W. BOLTON, JONATHAN J. OVIATT, BRIAN W. ROTTY, AND ALAN R. SCHILMOELLER ALSO SERVE ON THE BOARD OF MMSI, INC. ROBERT F. BRIGHAM AND MARY J. HOFFMAN ALSO SERVE ON THE BOARD OF PHYSICIAN AND HOSPITAL PRACTICES, INC. ROBERT E. NESSE, MARK B. KOCH AND JONATHAN J. OVIATT ALSO SERVE ON THE BOARD OF MHS SERVICES, INC. Form 990, Part VI, Section A, line 3 MAYO-AFFILIATED ENTITIES ROUTINELY DELEGATE VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO RELATED ENTITIES. Form 990, Part VI, Section A, line 6 THE SOLE CORPORATE MEMBER IS MAYO CLINIC. Form 990, Part VI, Section A, line 7a DIRECTORS OF MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH ARE DESIGNATED BY THE SOLE MEMBER. Form 990, Part VI, Section A, line 7b CERTAIN TRANSACTIONS REQUIRE APPROVAL BY THE MEMBER BEFORE ACTION CAN BE TAKEN SUCH AS AMENDMENT TO THE ARTICLES AND BYLAWS, MERGER, OR OTHER RESTRUCTURING, AND INCURRENCE OF DEBT. Form 990, Part VI, Section B, line 11 THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX. PRIOR TO ITS REVIEW AND APPROVAL BY THE BOARD MEMBERS, THE FORM 990 IS REVIEWED BY THE TAX DIRECTOR OF MAYO CLINIC, AN EXTERNAL TAX ADVISOR, THE CFO OF MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER) AND THE CFO OF MAYO CLINIC HEALTH SOLUTIONS, A DIVISION OF MFMER. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF MFMER'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. THE SALARIES OF THE PRESIDENT AND VICE PRESIDENT/CFO WERE REVIEWED BY THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE AND/OR THE MAYO CLINIC GOVERNANCE COMMITTEE PURSUANT TO THE PROCESS DESCRIBED BELOW FOR MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH. 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 HEALTH SYSTEM LOCATIONS, AS WELL AS CERTAIN SENIOR ADMINISTRATIVE AND EXECUTIVE LEADERSHIP (INCLUDING ALL PERSONS BELIEVED TO BE DISQUALIFIED PERSONS AS DEFINED FOR PURPOSES OF IRC SECTION 4958). THIS PROCESS ESTABLISHES ACCEPTABLE RANGES FOR VARIOUS POSITIONS, LEVELS, AND SPECIALTIES. THE COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. IN ADDITION, THE GOVERNANCE COMMITTEE DIRECTLY RETAINS AN INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANT TO PROVIDE RELEVANT, CONTEMPORANEOUS BENCHMARK INFORMATION FOR A SMALL GROUP OF SENIOR PHYSICIAN, ADMINISTRATIVE, AND EXECUTIVE LEADERSHIP POSITIONS FOR WHICH AN INDIVIDUALIZED REVIEW AND RECOMMENDATION IS MADE. Form 990, Part VI, Section C, line 19 THE FILING ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND ALSO ON THE MAYOCLINIC.ORG WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VII, Section A, Average Hours Per Week Devoted to Position with Related Organizations: JAMES G. ANDERSON 40.0 ROBERT F. BRIGHAM 40.0 MICHAEL E. BROWN 40.0 CHARLES R. CAGIN 40.0 NANCY J. CUMMINGS 40.0 BROOKS S. EDWARDS M.D. 40.0 JEFFREY R. FROISLAND 40.0 HARRY N. HOFFMAN 40.0 MARY J. HOFFMAN 40.0 MARK B. KOCH 40.0 WILLIAM J. LITCHY M.D. 40.0 KEVIN B. MELVIN 40.0 MICHAEL S. MEYERS M.D. 40.0 ROBERT E. NESSE M.D. 40.0 MARY I. O'CONNOR M.D. 40.0 KRISHNA M. PAMULAPATI 40.0 NAN B. SAWYER 40.0 BRADLEY D. SCHMIDT 40.0 MANDEEP SINGH 40.0 TAHIR TAK 40.0 GREGORY J. THOMAS 40.0 Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: NET UNREALIZED GAINS ON INVESTMENTS 8,686,615. PRIOR PERIOD ADJUSTMENT 44,690,225. Total to Form 990, Part XI, Line 5: 53,376,840. Form 990, Part XII, Line 2c: THERE WAS NO CHANGE IN THE PROCESS DURING THE YEAR. 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 - 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