Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
MAYO CLINIC - METHODIST HOSPITAL
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
200 FIRST STREET SW
 
Room/suite
City or town, state or country, and ZIP + 4
ROCHESTER, MN55905
D Employer identification number

41-0739106
E Telephone number

G Gross receipts $ 534,706,968
F Name and address of principal officer:
JOHN H NOSEWORTHY MD
200 FIRST STREET SW
ROCHESTER,MN55905
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.MAYOCLINIC.ORG/METHODISTHOSPITAL
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1953
M State of legal domicile: MN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: MAYO CLINIC - METHODIST HOSPITAL IS A 794 BED ACUTE-CARE FACILITY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 22
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 0
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 2,915
6 Total number of volunteers (estimate if necessary) .... 6 358
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 452,686 54,981
9 Program service revenue (Part VIII, line 2g) ......... 468,551,458 530,876,253
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -437,292 42,034
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,788,117 2,706,545
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 471,354,969 533,679,813
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,007,000 1,711,500
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 156,522,903 176,409,074
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 210,670,398 234,298,046
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 368,200,301 412,418,620
19 Revenue less expenses. Subtract line 18 from line 12...... 103,154,668 121,261,193
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 466,050,954 380,478,083
21 Total liabilities (Part X, line 26)............ 116,952,726 109,941,305
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 349,098,228 270,536,778
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 378,188,640 including grants of $   ) (Revenue $ 527,726,110 )
PATIENT CARE (SEE SCHEDULE O)PATIENT CARE: MAYO CLINIC - METHODIST HOSPITAL WORKS COLLABORATIVELY WITH AFFILIATED ENTITIES IN ROCHESTER, MN (MAYO CLINIC AND MAYO CLINIC - SAINT MARYS HOSPITAL) TO FORM AN INTEGRATED MEDICAL CENTER DEDICATED TO PROVIDING COMPREHENSIVE DIAGNOSIS AND TREATMENT IN VIRTUALLY EVERY MEDICAL AND SURGICAL SPECIALTY. UTILIZING COMMON GOVERNANCE AND SHARED SYSTEMS, POLICIES AND PROCEDURES WHENEVER POSSIBLE, MCMH AND ITS AFFILIATED ENTITIES IN ROCHESTER STRIVE TO PROVIDE CONSISTENT, HIGH QUALITY HEALTH CARE SERVICES AND KNOWLEDGE DELIVERY REGARDLESS OF WHERE AND HOW THESE ARE PROVIDED. MAYO CLINIC IS THE SOLE MEMBER OF MCMH.OVERALL GOVERNANCE FOR MAYO CLINIC AND ITS AFFILIATED ENTITIES IS PROVIDED BY A 31-MEMBER BOARD OF TRUSTEES COMPOSED OF A MAJORITY OF PUBLIC MEMBERS ALONG WITH MAYO CLINIC PHYSICIANS AND ADMINISTRATORS. THIS BOARD OF TRUSTEES ENSURES THE ENTIRE ORGANIZATION, INCLUDING MCMH, REMAINS TRUE TO ITS MISSION OF PROMOTING THE COMMON GOOD BY PROVIDING FOR THE HEALTH CARE NEEDS OF THE PUBLIC RATHER THAN FOR PRIVATE BENEFIT. A SEPARATE BOARD OF DIRECTORS PROVIDES GOVERNANCE AND POLICY DIRECTION FOR MCMH.MAYO CLINIC IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT MEDICAL GROUP PRACTICE IN THE WORLD. ITS UNIQUE STYLE OF CARE BRINGS TOGETHER TEAMS OF EXPERTS TO PROVIDE HIGH-QUALITY, AFFORDABLE AND COMPASSIONATE CARE TO EACH PATIENT CONSISTENT WITH OUR PRIMARY VALUE - "THE NEEDS OF THE PATIENT COME FIRST". MAYO CLINIC'S MISSION IS "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". MCMH COMBINES OUR HERITAGE OF MEDICAL EXPERTISE, CAREFUL ATTENTION TO INDIVIDUAL PATIENT NEEDS AND THE EXPERTISE AND RESOURCES OF OUR AFFILIATED ENTITIES IN ROCHESTER TO PROVIDE A THOROUGH AND PERSONAL APPROACH TO HEALTH CARE TO MEET THE NEEDS OF OUR PATIENTS.MCMH PROVIDES A BROAD RANGE OF SERVICES IN MOST MEDICAL SPECIALTIES. SOME OF THE TREATMENT AREAS UNIQUE TO THE HOSPITAL INCLUDE: TRANSPLANT PROGRAMS FOR LIVER, KIDNEY, PANCREAS, BLOOD AND BONE MARROW; OBSTETRICS AND GYNECOLOGY (INCLUDING A PERINATAL CENTER FOR CARE OF HIGH-RISK PREGNANCIES), A WOMEN'S CANCER PROGRAM, AN INTRA-OPERATIVE RADIATION SURGICAL SUITE AND A SPECIAL UNIT FOR TREATING PSORIASIS AND OTHER DERMATOLOGICAL PROBLEMS. MCMH HAS 794 LICENSED BEDS AND 41 OPERATING ROOMS WHERE 26,368 SURGICAL PROCEDURES WERE PERFORMED IN 2010. DURING 2010, 16,496 PATIENTS WERE ADMITTED TO MCMH. MCMH OPERATES ON A NONDISCRIMINATORY BASIS, REGARDLESS OF RACE, COLOR, SEX, RELIGION OR NATIONAL ORIGIN. MCMH PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AND SERVICES ARE PROVIDED TO BOTH MEDICARE AND MEDICAID PATIENTS AT SUBSTANTIAL DISCOUNTS FROM STANDARD FEES. CHARITY CARE IS ALSO PROVIDED FOR PATIENTS THAT ARE FINANCIALLY UNABLE TO PAY FOR SERVICES PROVIDED. IN 2010:THE COST OF CHARITY CARE PROVIDED WAS APPROXIMATELY $4,826,800. THE COST OF UNCOMPENSATED CARE PROVIDED TO LOW INCOME PATIENTS THROUGH MEDICAID WAS APPROXIMATELY $11,800,000.THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICARE WAS APPROXIMATELY $7,188,000.
4b (Code:   ) (Expenses $ 290,052 including grants of $ 4,000 ) (Revenue $ 130,823 )
EDUCATION (SEE SCHEDULE O)EDUCATION: MCMH IS INTEGRAL TO THE EDUCATION PROGRAMS OF MAYO CLINIC'S COLLEGE OF MEDICINE, PROVIDING ESSENTIAL CLINICAL CARE EXPERIENCES FOR RESIDENTS, STUDENTS AND TRAINEES. AS A TEACHING HOSPTIAL, MCMH PROVIDED EDUCATIONAL EXPERIENCE TO MORE THAN 1,400 RESIDENTS OF THE MAYO GRADUATE SCHOOL OF MEDICINE IN 2010. MCMH ALSO SPONSORS SEVERAL PROGRAMS TO FURTHER THE HOSPITAL'S COMMITMENT TO PROMOTING THE HIGHEST POSSIBLE QUALITY OF PATIENT CARE. THESE INCLUDE A DIETETIC INTERNSHIP PROGRAM, PHARMACY RESIDENCY PROGRAM, CHAPLAINCY INTERNSHIP PROGRAM, AND A NURSING EDUCATION PROGRAM.
4c (Code:   ) (Expenses $ 4,280,360 including grants of $ 1,707,500 ) (Revenue $ 2,820,826 )
COMMUNITY BENEFIT OTHER (SEE SCHEDULE O)COMMUNITY BENEFIT AND OTHER: MCMH PROVIDES A MULTITUDE OF COMMUNITY ACTIVITIES AND SERVICES THAT ARE HEAVILY SUBSIDIZED BY THE HOSPITAL. THESE ACTIVITIES INCLUDE:*PERINATAL EDUCATION, WHICH OFFERS A WIDE SELECTION OF CLASSES TO HELP FAMILIES PLAN AND PREPARE FOR CHILDBIRTH AND CARE OF A BABY. THESE CLASSES INCLUDE: PRECONCEPTION, INFANT PASSENGER SAFETY, PRENATAL, PRENATAL: COMFORT MEASURES PLUS, WEEKEND PRENATAL, MAGNIFICENT MULTIPLES, YOUNG MOM'S CLINIC, CHILDBIRTH REVIEW, CESAREAN BIRTH, VAGINAL BIRTH AFTER CESAREAN, BREASTFEEDING, BREASTFEEDING: A CHOICE FOR THE WORKING MOM, WORKING MOMS BREASTFEEDING SUPPORT NETWORK, ADOPTIVE PARENT, GRANDPARENTING AND PREPARING CHILDREN TO ATTEND BIRTH. IN AGGREGATE, 244 CLASSES WERE OFFERED IN 2010 WITH 2,518 PARTICIPANTS. *OBSTETRICS TOURS ARE OFFERED THROUGHOUT THE YEAR. IN 2010, 37 TOURS WERE CONDUCTED WITH 162 PARTICIPANTS.*PRIVATE PRENATAL EDUCATION SESSIONS ARE AVAILABLE FOR WOMEN CONFINED TO BED REST AT HOME AND FAMILIES UNABLE TO TRAVEL LONG DISTANCES. IN ADDITION, INTERPRETERS ARE PROVIDED FOR OBSTETRIC TOURS AND EDUCATIONAL SESSIONS ARRANGED FOR SPEAKERS OF OTHER LANGUAGES. *MEETING SPACE FOR THE FOLLOWING ORGANIZATIONS: PAP SUPPORT GROUP,TOASTMASTERS, AND TOPS.*DAILY PUBLIC TOURS OF THE HOSPITAL.*DAILY CHAPEL SERVICES.*NED'S CAFETERIA (NUTRITION-EDUCATION-DINING) WHERE REGISTERED DIETICIANS PROVIDE CONSULTATION FOR PATIENTS, VISITORS, AND EMPLOYEES.MCMH HAS A VERY ACTIVE AND ENGAGED AUXILIARY. IN 2010, 358 ACTIVE VOLUNTEERS PROVIDED 48,518 HOURS OF DONATED TIME AND HAD 166,441 CONTACTS IN SERVICE TO THE PATIENTS, VISITORS AND STAFF OF MCMH. THE ESTIMATED VALUE OF THE TIME DONATED BY THESE METHODIST HOSPITAL AUXILIARY VOLUNTEERS WAS APPROXIMATELY $1,036,300 (BASED ON THE AVERAGE VALUE DETERMINED BY THE INDEPENDENT SECTOR ORGANIZATION FOR 2010). METHODIST HOSPITAL AUXILIARY VOLUNTEERS RECEIVED OVER $250,000 FROM MCMH AND MAYO CLINIC IN 2010 TO SUPPORT ACTIVITIES ON BEHALF OF PATIENTS AND VISITORS TO THE HOSPITAL.SOME OF THE ACTIVITIES CONDUCTED BY THE AUXILIANS INCLUDE:*STAFFING 4 INFORMATION DESKS THROUGHOUT THE HOSPITAL TO HELP VISITORS AND PATIENTS NAVIGATE THROUGH THE HOSPITAL.*OPERATING THE HOSPITAL GIFT SHOP WITH THE PROCEEDS GOING TO THE GOOD SAMARITAN FUND WHICH ASSISTS NEEDY PATIENTS WITH THEIR MEDICAL EXPENSES. IN 2010, THE GOOD SAMARITAN FUND PROVIDED APPROXIMATELY $133,000 OF FINANCIAL ASSISTANCE TO MCMH PATIENTS.*OFFERING HOSPITALITY SERVICES TO PATIENTS SUCH AS SERVICE TO FAMILIES AND VISITORS ON THE ONCOLOLGY/HEMATOLOGY AND TRANSPLANT UNITS WITH COFFEE AND CONVERSATION.*MAKING BEREAVEMENT CLOTHING FOR NEONATES WHO DO NOT SURVIVE AND STUFFED ANIMALS FOR CHILDREN WHO ARE HAVING MEDICAL PROCEDURES.*PROVIDING A SHOPPING CART SERVICE FOR PATIENTS.*GIVING GENTLE, NON-THERAPUTIC HAND MASSAGES FOR PATIENTS AND THEIR FAMILY MEMBERS.*STAFFING THE PATIENT LIBRARY.*ASSISTING FAMILY MEMBERS IN THE SURGICAL WAITING ROOM, OUT-PATIENT SURGERY AND GI PROCEDURE AREAS. THE AUXILIARY ALSO ADMINISTERS THE MAYO CLINIC ERICKSON HAIR AND SKIN CARE CENTER TO PROVIDE PRODUCTS, SERVICES AND EDUCATION FOR PATIENTS EXPERIENCING THE COSMETIC SIDE EFFECTS OF CANCER TREATMENT. THE CENTER WAS DEVELOPED IN RESPONSE TO EMOTIONAL SUFFERING EXPERIENCED BY INDIVIDUALS WHO LOSE THEIR HAIR BECAUSE OF CHEMOTHERAPY OR OTHER CANCER TREATMENTS. THE CENTER, WHICH IS STAFFED BY 2 LICENSED COSMETOLOGISTS AND 16 AUXILIANS, PROVIDES WIGS AND CAPS AT NO COST TO PATIENTS. DURING 2010, THE CENTER SERVED 1,038 PATIENTS AND GAVE AWAY 255 WIGS AND 826 CAPS AND BERETS. IN ADDITION, THE CENTER PROVIDED "LOOK GOOD - FEEL BETTER" CLASSES FOR CANCER PATIENTS. IN 2010, 12 GROUP CLASSES WERE OFFERED, SERVING 53 PATIENTS. THE TOTAL COST OF THE CENTER IN 2010 WAS APPROXIMATELY $103,500.
(Code:   ) (Expenses $ 3,019,320 including grants of $   ) (Revenue $ 3,019,320 )
SPACE LEASED TO AFFILIATES (SEE SCHEDULE O)SPACE LEASED TO AFFILIATES: MCMH LEASES SPACE TO AFFILIATED ORGANIZATIONS TO HELP FURTHER THEIR EXEMPT PURPOSE.
4d Other program services. (Describe in Schedule O.)
(Expenses $ 3,019,320 including grants of $   ) (Revenue $ 3,019,320 )
4e Total program service expensesMediumBullet$ 385,778,372
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. ..... Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
0
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
2,915
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
22
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
0
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MN
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
CORPORATE TAX
200 FIRST STREET SW
ROCHESTER,MN55905
(507) 538-1297
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) CARRYER MD PETER W
DIRECTOR
 1.00 X           0 1,216,809 9,629
(2) CASCINO MD TERRANCE L
DIRECTOR
 1.00 X           0 827,596 149,352
(3) DECKER MD WYATT W
DIRECTOR
 1.00 X           0 545,983 68,622
(4) DESCHAMPS MD CLAUDE
DIRECTOR
 1.00 X           0 1,376,283 97,280
(5) EVANS MD BRUCE A
DIRECTOR
 1.00 X           0 260,267 40,023
(6) FRUSTI DOREEN K
DIRECTOR
 1.00 X           0 288,022 25,785
(7) HARPER JR MD CHARLES M
VICE CHAIR
 1.00 X   X       0 604,851 343,117
(8) HERMAN MD DAVID C
DIRECTOR
 1.00 X           0 901,932 95,441
(9) LA RUSSO MD NICHOLAS F
DIRECTOR
 1.00 X           0 2,510,873 10,733
(10) LANDWEHR MARY ELLEN
DIRECTOR
 1.00 X           0 42,738 28,869
(11) NARR MD BRADLY J
DIRECTOR
 1.00 X           0 1,261,355 93,321
(12) NOSEWORTHY MD JOHN H
CEO/PRESIDENT
 1.00 X   X       0 1,637,388 802,177
(13) RIZZA MD ROBERT A
DIRECTOR
 1.00 X           0 2,398,719 15,408
(14) ROCK MD MICHAEL G
VICE CHAIR
 1.00 X   X       0 1,919,897 205,556
(15) ROGER MD VERONIQUE L
DIRECTOR
 1.00 X           0 853,964 83,022
(16) SANTRACH MD PAULA J
DIRECTOR
 1.00 X           0 433,106 59,335
(17) SAWYER NAN B
SECRETARY/ TREASURER
 1.00 X   X       0 503,199 63,004
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) SCHMIDT BRADLEY D
ASST. TREASURER
 1.00 X   X       0 300,232 109,103
(19) STELLNER WINSTON L
DIRECTOR
 1.00 X           0 153,950 27,192
(20) WARNER MD MARK A
DIRECTOR
 1.00 X           0 1,582,422 97,097
(21) WEIS SHIRLEY A
VICE CHAIR
 1.00 X   X       0 1,355,446 323,373
(22) WILLIAMS MD AMY W
DIRECTOR
 1.00 X           0 278,197 24,887
(23) BROWN WILLIAM A
ASST. TREASURER
 1.00     X       0 209,109 54,338
(24) HUBERT SHERRY L
ASST. SECRETARY
 1.00     X       0 235,832 44,725
(25) OVIATT JONATHAN J
ASST. SECRETARY
 1.00     X       0 737,491 171,708
(26) BERGRUD KAREN J
ASST DIR-PHARM OP
 40.00         X   156,991 0 13,252
(27) ROWEKAMP GREGORY T
SPV-HOSP PHARM SVCS
 40.00         X   137,121 0 41,282
(28) SISKA MARK H
ASST DIR-PHARM INFO TECH
 40.00         X   155,233 0 38,247
(29) WEISS WILLIAM T
SPV-HOSP PHARM SVCS
 40.00         X   149,896 0 35,393
(30) WOLF ROBERT C
COORD-PHARMACOTHERAPY
 40.00         X   147,676 0 20,982
(31) BRIGHAM ROBERT F
FORMER DIRECTOR
             X 0 741,182 24,883
(32) EHMAN MD RICHARD L
FMR VICE CHAIR
             X 0 2,133,609 109,509
(33) FORBES MD GLENN S
FMR CHAIR
             X 0 5,376,501 13,920
(34) KORSMO JEFFREY O
FMR SECRETARY/ TREASURER
             X 0 1,190,676 73,174
(35) OLSEN MD KERRY D
FORMER DIRECTOR
             X 0 2,586,322 110,259
(36) RUMMANS MD TERESA A
FORMER DIRECTOR
             X 0 322,237 33,514
(37) SCHWENK MD NINA M
FMR VICE CHAIR
             X 0 549,170 44,186
(38) WILSON MD WALTER R
FORMER DIRECTOR
             X 0 654,304 17,140
(39) COLLINS CRAIG C
FMR ASST TREASURER
             X 0 216,104 47,742
(40) JOHNSON PAMELA O
FMR HIGHEST COMPENSATED
             X 0 204,750 42,708
(41) STIRN SUSAN L
FMR HIGHEST COMPENSATED
             X 0 147,357 34,360
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 746,917 36,557,873 3,743,648
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet106
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
MAYO FOUNDATION FOR MEDICAL EDUCATION &
200 FIRST STREET SW
ROCHESTER,MN55905 		ACCOUNTS PAYABLE PROCUREMENT AGENT 19,313,009
MAYO CLINIC
200 FIRST STREET SW
ROCHESTER,MN55905 		RENT 4,346,966
ALBERT LEA MEDICAL CENTER -- MAYO HEALTH
404 WEST FOUNTAIN STREET
ALBERT LEA,MN56007 		RENT 122,340
FRANCISCAN SKEMP MEDICAL CENTER INC
700 WEST AVE SOUTH
LA CROSSE,WI54601 		RENT 110,220
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet4
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 50,208
e Government grants (contributions)1e 4,773
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 54,981
Program Service Revenue Business Code
2a NET PATIENT REVENUE 620,000 527,726,110 527,726,110    
b RENTAL REVENUE FROM AF 531,120 3,019,320 3,019,320    
c EDUCATION REVENUE 611,600 130,823 130,823    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 530,876,253
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 101,097     101,097
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory   46,741
b Less: cost or other basis and sales expenses   105,804
c Gain or (loss)   -59,063
d Net gain or (loss)..........MediumBullet -59,063     -59,063
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a 703,548
b Less: cost of goods sold ..b 921,351
c Net income or (loss) from sales of inventory..MediumBullet -217,803 -103,522   -114,281
Miscellaneous Revenue Business Code
11a CAFETERIA/VENDING REVE 722,210 2,908,993 2,908,993    
b MISC. REVENUE 900,099 15,355 15,355    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 2,924,348
12 Total revenue. See Instructions....MediumBullet 533,679,813 533,697,079 0 -72,247
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 1,700,000 1,700,000
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 11,500 11,500
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 136,403,861 133,908,024 2,495,837  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 4,092,590 4,017,706 74,884  
9 Other employee benefits ....... 25,773,917 25,302,394 471,523  
10 Payroll taxes ........... 10,138,706 9,953,194 185,512  
11 Fees for services (non-employees):        
a Management ...... 29,885 17,258 12,627  
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 51,672   51,672  
g Other .......... 72,648,529 49,585,004 23,063,525  
12 Advertising and promotion .... 638 638    
13 Office expenses ....... 118,798,102 118,780,424 17,678  
14 Information technology ...... 115,592 115,592    
15 Royalties ..        
16 Occupancy ........... 8,644,442 8,596,312 48,130  
17 Travel ............ 302,486 301,352 1,134  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 231,692 231,692    
20 Interest ........... 366,152 366,152    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 16,982,243 16,979,551 2,692  
23 Insurance .............. 2,767 2,767    
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a BAD DEBT EXPENSE 6,217,252 6,217,252    
b MEDICAID SURCHARGE 5,194,789 5,194,789    
c MN CARE TAX 4,418,419 4,418,419    
d DUES, LICENSES AND SUBS 170,635 5,405 165,230  
e EMPLOYEE RELATED EXPENS 122,751 72,947 49,804  
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 412,418,620 385,778,372 26,640,248 0
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 14,600 1 14,600
2 Savings and temporary cash investments .......   2  
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net ......... 121,855,952 4 77,760,888
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 3,546,121 8 4,172,360
9 Prepaid expenses and deferred charges ............ 319,638 9 263,093
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 339,786,121
b Less: accumulated depreciation. ..... 10b 169,861,482 166,808,139 10c 169,924,639
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ...... 12,177,206 12 12,593,266
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 161,329,298 15 115,749,237
16 Total assets. Add lines 1 through 15 (must equal line 34)... 466,050,954 16 380,478,083
Liabilities 17 Accounts payable and accrued expenses . 14,519,869 17 13,728,335
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities .......... 15,864,185 20 12,100,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 86,568,672 25 84,112,970
26 Total liabilities. Add lines 17 through 25..... 116,952,726 26 109,941,305
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 348,562,193 27 269,775,722
28 Temporarily restricted net assets ..... 266,535 28 398,657
29 Permanently restricted net assets ..... 269,500 29 362,399
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 349,098,228 33 270,536,778
34 Total liabilities and net assets/fund balances ..... 466,050,954 34 380,478,083
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
533,679,813
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
412,418,620
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
121,261,193
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
349,098,228
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
-199,822,643
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
270,536,778
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
MAYO CLINIC - METHODIST HOSPITAL
 
Employer identification number

41-0739106
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
MAYO CLINIC - METHODIST HOSPITAL
 
Employer identification number

41-0739106
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
MAYO CLINIC - METHODIST HOSPITAL
  		Employer identification number

41-0739106
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
MAYO CLINIC - METHODIST HOSPITAL
  		Employer identification number

41-0739106
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
MAYO CLINIC - METHODIST HOSPITAL
  		Employer identification number

41-0739106
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MAYO CLINIC - METHODIST HOSPITAL
 
Employer identification number

41-0739106
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 2,290,358 169,500 71,000
b Contributions ........ 21,060 1,753,275 100,000
c Investment earnings or losses ... 249,283 367,583  
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		    1,500
f Administrative expenses ....      
g End of year balance ...... 2,560,701 2,290,358 169,500
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet85.850 %
b
Permanent endowment: SchDMd Bullet14.150 %
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   4,184,851 4,184,851
b Buildings ................   255,417,859 123,397,009 132,020,850
c Leasehold improvements ............        
d Equipment ................   80,179,434 46,460,496 33,718,938
e Other .................   3,977 3,977 0
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 169,924,639
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM AFFILIATES 115,749,237








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 115,749,237
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
DUE TO AFFILIATES 84,112,970








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 84,112,970
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
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, THERE WAS NO MATERIAL LIABILITY FOR UNRECOGNIZED TAX BENEFITS FOR THE FILING ORGANIZATION.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MAYO CLINIC - METHODIST HOSPITAL
 
Employer identification number

41-0739106
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) .. 		    4,826,760   4,826,760 1.190 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) . 		    23,995,726 12,199,336 11,796,390 2.900 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....            
dTotal Charity Care and
Means-Tested Government Programs ..... 		    28,822,486 12,199,336 16,623,150 4.090 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		           
f Health professions education
(from Worksheet 5) .. 		    13,856,945 130,823 13,726,122 3.380 %
g Subsidized health services
(from Worksheet 6) .. 		    28,663,091 20,459,366 8,203,725 2.020 %
h Research (from Worksheet 7)            
i Cash and in-kind contributions
to community groups
(from Worksheet 8) .. 		    1,700,000   1,700,000 0.420 %
jTotal Other Benefits ...     44,220,036 20,590,189 23,629,847 5.820 %
kTotal. Add lines 7d and 7j. ..     73,042,522 32,789,525 40,252,997 9.910 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense (at cost).....
2
2,772,167
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
 
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
132,625,864
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
145,092,488
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-12,466,624
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?1
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 MAYO CLINIC - METHODIST HOSPITAL
201 WEST CENTER STREET
ROCHESTER,MN55905 		X X   X          
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:NOT REQUIRED
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?6
Name and address Type of Facility (Describe)
1 MAYO DIALYSIS LACROSSE
191 THEATER ROAD
ONALASKA,WI54650 		HOSPITAL BASED DIALYSIS FACILITY
2 MAYO DIALYSIS LACROSSE
191 THEATER ROAD
ONALASKA,WI54650 		HOSPITAL BASED DIALYSIS FACILITY
3 MAYO DIALYSIS LACROSSE
191 THEATER ROAD
ONALASKA,WI54650 		HOSPITAL BASED DIALYSIS FACILITY
4 MAYO DIALYSIS LACROSSE
191 THEATER ROAD
ONALASKA,WI54650 		HOSPITAL BASED DIALYSIS FACILITY
5 MAYO DIALYSIS LACROSSE
191 THEATER ROAD
ONALASKA,WI54650 		HOSPITAL BASED DIALYSIS FACILITY
6 MAYO DIALYSIS LACROSSE
191 THEATER ROAD
ONALASKA,WI54650 		HOSPITAL BASED DIALYSIS FACILITY
7
8
9
10
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
    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: THERE WAS NO NET COMMUNITY BENEFIT COST ATTRIBUTED TO PHYSICIAN CLINICS THAT WERE INCLUDED IN SUBSIDIZED HEALTH SERVICES.
    Part I, Line 7, Column (f): The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 6217252.
    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.FROM CONSOLIDATED FINANCIAL STATEMENTS: 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 $7,188,000 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 CHARITY CARE OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS; (2) BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS; (3) THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS; AND (4) THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER CHARITY CARE AND OTHER COMMUNITY BENEFIT NEEDS.
    Part III, Line 9b: MAYO CLINIC - METHODIST HOSPITAL IS AN AFFILATE OF MAYO CLINIC. 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 CLINICS 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.
    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.
    Part VI, Line 2: MAYO CLINIC ATTRACTS PATIENTS FROM AREAS FAR BEYOND ITS IMMEDIATE COMMUNITIES. PATIENTS COME TO MAYO CLINIC FROM EVERY STATE AND MANY FOREIGN COUNTRIES. BESIDES ITS PRINCIPAL CLINICAL AND HOSPITAL FACILITIES IN ROCHESTER, MINNESOTA, MAYO CLINIC HAS A NETWORK OF COMMUNITY BASED HEALTH CARE PROVIDERS IN OVER 70 COMMUNITIES THROUGHOUT SOUTHERN MINNESOTA, NORTHERN IOWA AND WEST CENTRAL WISCONSIN. IN ADDITION, MAYO CLINIC HAS FACILITIES IN SCOTTSDALE AND PHOENIX, ARIZONA AS WELL AS JACKSONVILLE, FLORIDA. MAYO CLINIC SUPPORTS AND COORDINATES EFFORTS TO IMPROVE THE HEALTH AND WELL BEING WITHIN EACH OF THE COMMUNITIES IT SERVES AS WELL AS CONDUCTING MEDICAL EDUCATION AND RESEARCH ACTIVITIES TO ADVANCE THE SCIENCE OF MEDICINE TO BENEFIT A BROAD RANGE OF REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIES. MAYO CLINIC - METHODIST HOSPITAL WORKS COLLABORATIVELY, THROUGH COMMON GOVERNANCE, WITH ITS AFFILIATED ENTITIES (MAYO CLINIC AND MAYO CLINIC - SAINT MARYS HOSPITAL) TO MEET THE HEALTH CARE NEEDS OF THE LOCAL OLMSTED COUNTY COMMUNITY OF APPROXIMATELY 120,000 RESIDENTS. THESE ENTITIES ARE COLLECTIVELY REFERRED TO AS "MAYO" FOR PURPOSES OF THIS DESCRIPTION.MAYO'S EFFORTS TO ASSESS THE HEALTH CARE NEEDS OF THE LOCAL OLMSTED COUNTY COMMUNITY REST ON FOUR GUIDING PRINCIPLES DEVELOPED IN CONJUNCTION WITH COMMUNITY PARTNERS AND AFFIRMED BY MAYO CLINIC LEADERSHIP:1. HEALTH IS VALUED BY BOTH THE COMMUNITY AND MAYO CLINIC.2. "HEALTH" IS DETERMINED BY BOTH MEDICAL AND NON-MEDICAL (E.G., SOCIAL AND BEHAVIORAL) FACTORS - AND BOTH CATEGORIES OF FACTORS MUST BE ADDRESSED.3. MAYO CLINIC IS COMMITTED TO PRODUCING MEASURABLE IMPROVEMENTS IN THE HEALTH OF ALL OLMSTED COUNTY RESIDENTS, AND BEYOND.4. STRATEGIES TO IMPROVE COMMUNITY HEALTH ARE BEST DETERMINED AND IMPLEMENTED THROUGH PARTNERSHIPS BETWEEN HEALTH CARE PROVIDERS AND COMMUNITY MEMBERS.WITH THESE PRINCIPLES AS THE BASIS OF ITS DECISION MAKING, AND CONSISTENT WITH ITS PRIMARY VALUE OF "THE NEEDS OF THE PATIENT COME FIRST," MAYO CLINIC'S APPROACH TO ASSESS THE NEEDS OF THE COMMUNITY IS ORGANIZED INTO TWO MAIN FUNCTIONS: 1) MECHANISMS TO ENGAGE AND UTILIZE INPUT FROM THE COMMUNITY AND 2) MECHANISMS TO SUPPORT AND COORDINATE INITIATIVES WITHIN MAYO CLINIC.TO ENGAGE AND UTILIZE INPUT FROM THE COMMUNITY, MAYO ANNUALLY REVIEWS COMMUNITY NEEDS ASSESSMENTS CONDUCTED BY THE OLMSTED COUNTY PUBLIC HEALTH DEPARTMENT AND OTHER COMMUNITY ORGANIZATIONS THAT SERVE BROAD COMMUNITY HEALTH NEEDS, SUCH AS OLMSTED COUNTY UNITED WAY AND THE SALVATION ARMY. THE INFORMATION IN THESE ASSESSMENTS ARE USED TO DETERMINE HEALTH CARE SERVICES AVAILABLE AND TO IDENTIFY GAPS THAT CAN BE ADDRESSED IN MAYO'S RESPONSE TO THE HEALTH CARE NEEDS OF THE COMMUNITY. IN ADDITION, MAYO PROVIDES SHARED LEADERSHIP FOR THE OLMSTED COUNTY COMMUNITY HEALTHCARE ACCESS COLLABORATIVE (CHAC). CHAC IS A COMMUNITY-BASED MULTICULTURAL VOLUNTEER COALITION OF OVER 20 HEALTH CARE RELATED SERVICE PROVIDERS, INCLUDING PHYSICIAN AND HOSPITAL PRACTICES (OF WHICH MAYO IS THE LARGEST), PUBLIC HEALTH, SOCIAL SERVICE, AND OTHER ORGANIZATIONS FROM THE GOVERNMENT, PRIVATE AND NOT-FOR-PROFIT SECTORS. CHAC WORKS TO IDENTIFY AND ADDRESS THE ISSUES OF HEALTH AND CARE FOR ALL PEOPLE IN OLMSTED COUNTY, WITH SPECIAL EMPHASIS ON DIVERSE AND UNDER-RESOURCED POPULATIONS. PRIORITIES ARE ESTABLISHED BASED ON REVIEW OF COMMUNITY-WIDE NEEDS, AN ANALYSIS OF EXISTING HEALTH CARE SERVICES AND BY IDENTIFYING STRATEGIES AND INITIATIVES TO CLOSE HEALTH GAPS. THE PLANNING PROCESS FOR CHAC ACTIVITY OCCURS THROUGH A COMMON COMMUNICATION AND VETTING PROCESS, INCLUDING MONTHLY MEETINGS AND A PUBLICLY ACCESSIBLE WEB SITE (WWW.CHACMN.ORG ) SUPPLEMENTED BY INPUT FROM THE CHAC COMMUNITY ADVISORY BOARD (CAB). THE CHAC CAB IS CURRENTLY COMPRISED OF 25 MEMBERS DRAWN FROM DIVERSE REPRESENTATIVES OF RACIAL, ETHNIC, GENDER ORIENTATION, RELIGIOUS, GEOGRAPHIC, SOCIOECONOMIC AND OTHER GROUPS THAT MAKE UP THE COMMUNITY. ACTIVITIES OF THE CHAC CAB INCLUDE ASSISTING WITH SETTING PRIORITIES FOR HEALTH IMPROVEMENT PROJECTS, PROVIDING INPUT TO COLLABORATIVE PROJECTS AMONG OLMSTED COUNTY HEALTH CARE SERVICE PROVIDERS AS THEY ARE DEVELOPED AND FACILITATING COMMUNICATION BETWEEN PROVIDERS AND THE COMMUNITY AS PROJECTS ARE CARRIED OUT.WITHIN MAYO, COORDINATION OF COMMUNITY ENGAGEMENT INITIATIVES IS ACCOMPLISHED THROUGH A COMMUNITY HEALTH COUNCIL (CHC) GUIDED BY AN INSTITUTIONAL COMMUNITY ENGAGEMENT COMMITTEE WITH INPUT FROM COMMUNITY ADVISORY BOARDS. THESE GROUPS ENSURE THE GUIDING PRINCIPLES ARE FOLLOWED AND FACILITATE COMMUNITY ACCESS TO AND PARTICIPATION IN MAYO CLINIC PATIENT CARE ACTIVITIES AND COMMUNITY OUTREACH INITIATIVES. THE CHC IS PART OF AN INTEGRATED PRACTICE UNIT THAT FOCUSES ON PRIMARY CARE PROCESSES AND DELIVERY FOR THE LOCAL AND REGIONAL POPULATIONS WHICH REQUIRE DIFFERENT APPROACHES TO CARE DELIVERY THAN THOSE PATIENTS WHO UTILIZE MAYO'S SPECIALTY CARE SERVICES. THE CHC SERVES TO OVERSEE, COORDINATE AND LINK INITIATIVES IN PRACTICE AND EDUCATION THAT HAVE THE POTENTIAL TO IMPACT THE COMMUNITY OR COMMUNITY HEALTH-RELATED SERVICE PROVIDERS. ALTHOUGH THE CHC IS PRIMARILY FOCUSED ON PRACTICE AND EDUCATIONAL ACTIVITIES, IT HAS LINKS TO RESEARCH RESOURCES WHICH CAN BE DIRECTED TOWARDS COMMUNITY CONCERNS OR INITIATIVES THAT WOULD BENEFIT FROM A RESEARCH APPROACH OR TECHNICAL EXPERTISE. AN 18 MEMBER CAB CHAIRED BY COMMUNITY MEMBERS HELPS THE CHC IDENTIFY AND PRIORITIZE COMMUNITY NEEDS, CONNECTS COMMUNITY MEMBERS AND ORGANIZATIONS TO MAYO CLINIC PERSONNEL, REVIEWS PROPOSALS FOR MAYO CLINIC OUTREACH ACTIVITIES, PROVIDES FEEDBACK ON THE RESULTS OF THESE ACTIVITIES AND GIVES INPUT FOR NEW PROGRAMS.THE COMMUNITY ENGAGEMENT COMMITTEE (CEC) REPORTS DIRECTLY TO INSTITUTIONAL LEADERS AND INCLUDES COMMUNITY REPRESENTATION SO THAT THE COMMUNITY VOICE IS HEARD. THE ROLES OF THE CEC ARE TO FORMULATE AND MONITOR IMPLEMENTATION OF OVERALL MAYO COMMUNITY ENGAGEMENT STRATEGIES AND TO FOSTER THE DEVELOPMENT OF LONG-TERM, BIDIRECTIONAL, MUTUALLY BENEFICIAL RELATIONSHIPS BETWEEN MAYO AND THE LOCAL OLMSTED COUNTY COMMUNITY. THE CEC MEETS MONTHLY AND HAS REGULAR REPORTS DIRECTLY TO THE MAYO CLINIC PRESIDENT AND CEO AS WELL TO INSTITUTIONAL GOVERNANCE COMMITTEES.FROM A RESEARCH PERSPECTIVE, MAYO'S CENTER FOR TRANSLATIONAL SCIENCE ACTIVITY (CTSA, HTTP://CTSA.MAYO.EDU/COMMUNITY/INDEX.HTML) PLANS CONFERENCES AND INPUT SESSIONS WITH LEADERS AND REPRESENTATIVES OF LOCAL COMMUNITY GROUPS TO IDENTIFY, PLAN AND CARRY OUT COMMUNITY BASED RESEARCH TO IMPROVE HEALTH OUTCOMES AMONG UNDERSERVED POPULATIONS. CTSA SUPPORTS SIGNIFICANT EFFORTS WITHIN THE CLINICAL RESEARCH UNIT AT MAYO CLINIC TO INCREASE COMMUNITY INVOLVEMENT IN RESEARCH TO IMPROVE HEALTH AND TO RECRUIT A DIVERSE POPULATION OF RESEARCH SUBJECTS. IN PARTNERSHIP WITH CTSA EDUCATION RESOURCES, CTSA HAS DEVELOPED AND DEPLOYED A SERIES OF CONTINUING EDUCATION MODULES IN COMMUNITY ENGAGEMENT FOR RESEARCH INVESTIGATORS. THESE EFFORTS HAVE RESULTED IN A VARIETY OF COMMUNITY-ENGAGED RESEARCH ACTIVITIES THAT INVOLVE NOT ONLY THE LOCAL OLMSTED COUNTY COMMUNITY BUT ALSO OTHERS THROUGHOUT THE REGION. EXAMPLES OF THESE ACTIVITIES INCLUDE COLLABORATIONS AND PARTNERSHIPS WITH OTHER PROVIDERS, PUBLIC HEALTH SERVICES, PUBLIC SCHOOLS AND UNIVERSITIES, CITY AND COUNTY GOVERNMENT AND COMMUNITY ORGANIZATIONS SUCH AS THE INTERCULTURAL MUTUAL ASSISTANCE ASSOCIATION, MIGRANT HEALTH SERVICES, OLMSTED COUNTY CHILD CARE RESOURCE AND REFERRAL, ELDER NETWORK, ROCHESTER SENIOR CENTER, IGLESIA DE DIOS EMMANUEL DE ROCHESTER, THE RED CROSS, ASIAN HEALTHCARE LEADERS ASSOCIATION, INDIAN HEALTH SERVICES AND MANY OTHERS.ONE CRITICAL COMPONENT OF THESE EFFORTS IS THE ROCHESTER EPIDEMIOLOGY PROJECT (REP, HTTP://WWW.ROCHESTERPROJECT.ORG/), A COLLABORATION OF MAYO CLINIC WITH OLMSTED MEDICAL CENTER AND ROCHESTER FAMILY MEDICINE CLINIC. THE REP LINKS TOGETHER NEARLY ALL THE MEDICAL RECORDS OF THE RESIDENTS OF OLMSTED COUNTY, MAKING IT POSSIBLE TO CONDUCT POPULATION-BASED RESEARCH OF MOST DISEASES AND MEDICAL CONDITIONS. THIS UNIQUE RESEARCH INFRASTRUCTURE PROVIDES AN EXTENSIVE DATA REPOSITORY OF MEDICAL CARE DELIVERED TO COMMUNITY RESIDENTS FOR ALMOST HALF A CENTURY AND IS VIRTUALLY UNPARALLELED IN THE UNITED STATES. THE REP HAS BEEN USED BY HUNDREDS OF INVESTIGATORS FOR DEVELOPING STUDIES ON A WIDE RANGE OF MEDICAL CONDITIONS AND HAS RESULTED IN OVER 2,000 PUBLICATIONS SINCE 1966.
    Part VI, Line 3: CHARITY CARE EDUCATIONAL MATERIALS PROVIDE CONTACT NUMBERS AND LOCATIONS TO OBTAIN MORE INFORMATION ON THE PROGRAMS OFFERED. PATIENTS AND/OR THEIR PROVIDERS CAN REQUEST CHARITY CARE EVALUATIONS PRIOR TO THEIR SERVICES, DURING THEIR CARE, OR AFTER SERVICES HAVE BEEN RECEIVED. MAYO CLINIC - METHODIST HOSPITAL (MCMH) INFORMS PATIENTS OF CHARITY CARE PROGRAMS THROUGH A NUMBER OF DIFFERENT MECHANISMS: * ON-LINE - MCMH PROVIDES ITS CHARITY POLICY ON ITS WEB SITE: HTTP://WWW.MAYOCLINIC.ORG/BILLING-RST/CHARITY.HTML* VIA PAPER - MCMH'S CHARITY POLICY BROCHURES ARE AVAILABLE IN ALL OUTPATIENT AND INPATIENT LOCATIONS AS WELL AS ON PATIENT BILLING STATEMENTS.* IN PERSON - CHARITY CARE OPTIONS ARE DISCUSSED WITH FINANCIAL COUNSELORS DURING THE ADMISSIONS INTERVIEW PROCESS OR AT THE PATIENT'S REQUEST DURING THEIR EPISODE OF CARE.* VIA PHONE - CHARITY CARE MAY BE INITIATED THROUGH A CUSTOMER SERVICE CALL CENTER SHOULD THE NEED ARISE.
    Part VI, Line 4: MAYO CLINIC - METHODIST HOSPITAL SERVES THE POPULATION OF OLMSTED COUNTY IN MINNESOTA AS WELL AS A WIDER REGIONAL, NATIONAL, AND EVEN INTERNATIONAL POPULATION. ALTHOUGH THE FILING ORGANIZATION SERVES A WIDE RANGE OF NEEDS INCLUDING PRIMARY CARE, IT IS PARTICULARLY KNOWN FOR ITS TERTIARY CARE AND TREATMENT OF THE MORE UNUSUAL AND DIFFICULT MEDICAL CASES.
    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 ORGANIZATION'S 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. COMMUNITY REPRESENTATION ON GOVERNING BODY:THE BOARD OF TRUSTEES IS THE GOVERNING BODY OF MAYO CLINIC. A MAJORITY OF ITS MEMBERS ARE EXTERNAL, INDEPENDENT TRUSTEES. IT HAS OVERALL RESPONSIBILITY FOR THE CHARITABLE, CLINICAL PRACTICE, SCIENTIFIC AND EDUCATIONAL MISSION AND PURPOSES OF MAYO CLINIC AND ITS AFFILIATES AS SET FORTH IN ITS ARTICLES OF INCORPORATION AND BYLAWS. BECAUSE OF MAYO CLINIC'S NATIONAL PRESENCE, THESE TRUSTEES ARE SELECTED BASED ON THEIR AREAS OF EXPERTISE, EXPERIENCE, AND OTHER CRITERIA ESTABLISHED BY THE INDEPENDENT NOMINATING COMMITTEE OF THE BOARD OF TRUSTEES. AREAS OF EXPERTISE AND EXPERIENCE INCLUDE SUCH AREAS AS HEALTH CARE POLICY, RESEARCH, EDUCATION, BUSINESS, AND GOVERNMENT. THE FILING ORGANIZATION, WHICH IS CONTROLLED BY MAYO CLINIC, RELIES ON THE COMMUNITY REPRESENTATION OF THE MAYO CLINIC BOARD OF TRUSTEES TO FULFILL THIS REQUIREMENT. OPEN V. CLOSED STAFF MODEL: SEVERAL OF MAYO CLINIC'S HOSPITAL ENTITIES HAVE OBTAINED LETTER RULINGS APPROVING A STAFF MODEL IN WHICH ONLY MAYO CLINIC EMPLOYED PHYSICIANS ARE GIVEN STAFF PRIVILEGES IN ORDER TO MAINTAIN STANDARD METHODS OF PRACTICE AND PROTOCOLS. FOR THOSE ENTITIES, THE PHYSICIANS ARE SALARIED EMPLOYEES AND THUS THE ISSUE OF PRIVATE INUREMENT AND PRIVATE BENEFIT ADDRESSED BY THE OPEN STAFF REQUIREMENT ARE OTHERWISE ADDRESSED. THE FILING ORGANIZATION IS ONE OF THE ENTITIES WHICH OPERATES BASED ON THE CLOSED STAFF MODEL. EMERGENCY ROOM: THE PATIENTS OF THE FILING ORGANIZATION HAVE ACCESS TO AN EMERGENCY ROOM OPERATED BY A RELATED ENTITY ADJACENT TO OR IN CLOSE PROXIMITY TO THE FILING ORGANIZATION.
    Part VI, Line 7: THIS ORGANIZATION IS PART OF A GROUP OF HEALTHCARE ENTITIES AFFILIATED WITH MAYO CLINIC. MAYO CLINIC IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT GROUP PRACTICE IN THE WORLD. DOCTORS FROM EVERY MEDICAL SPECIALTY WORK TOGETHER TO CARE FOR PATIENTS, JOINED BY COMMON SYSTEMS AND A PHILOSOPHY OF "THE NEEDS OF THE PATIENT COME FIRST." MORE THAN 3,300 PHYSICIANS, SCIENTISTS AND RESEARCHERS AND 46,000 ALLIED HEALTH STAFF WORK AT MAYO CLINIC, WHICH HAS SITES IN ROCHESTER, MINNESOTA, JACKSONVILLE, FLORIDA, AND SCOTTSDALE/PHOENIX, ARIZONA, AS WELL AS A REGIONAL NETWORK OF HOSPITALS AND CLINICS IN MINNESOTA, WISCONSIN, AND IOWA. COLLECTIVELY, MORE THAN HALF A MILLION PEOPLE ARE TREATED EACH YEAR.SPECIFICALLY, THE FILING ORGANIZATION PROVIDES HOSPITAL SERVICES AT THE ROCHESTER, MINNESOTA LOCATION. FOR MORE SPECIFIC DESCRIPTION, SEE THE RESPONSE TO CORE FORM, PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS, LINE 4A (REPORTED IN SCHEDULE O).
Schedule H (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
MAYO CLINIC - METHODIST HOSPITAL
 
Employer identification number
41-0739106
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) HORMEL FOUNDATION329 NORTH MAIN STREET STE 102L
AUSTIN,MN55912 		41-0694716 501(c)(3) 1,000,000       RESEARCH
(2) AMERICARES FOUNDATION INC88 HAMILTON AVE
STAMFORD,CT06902 		06-1008595 501(c)(3) 100,000       FURTHERANCE OF EXEMPT PURPOSE
(3) AMERICAN RED CROSS - SOUTHEAST MINNESOTA CHAPTER310 14TH STREET SE
ROCHESTER,MN55904 		41-0693841 501(c)(3) 200,000       FURTHERANCE OF EXEMPT PURPOSE
(4) UNITED WAY OF OLMSTED COUNTY INC903 W CENTER STREET SUITE 100
ROCHESTER,MN55902 		41-0695594 501(c)(3) 100,000       FURTHERANCE OF EXEMPT PURPOSE
(5) DIRECT RELIEF INTERNATIONAL27 SOUTH LA PATERA LANE
SANTA BARBARA,CA93117 		95-1831116 501(c)(3) 100,000       FURTHERANCE OF EXEMPT PURPOSE
(6) AMERICAN REFUGEE COMMITTEE430 OAK GROVE ST SUITE 204
MINNEAPOLIS,MN55403 		36-3241033 501(c)(3) 100,000       FURTHERANCE OF EXEMPT PURPOSE
(7) THE SALVATION ARMY10 W ALGONQUIN
DES PLAINES,IL60016 		36-2167910 501(c)(3) 100,000       FURTHERANCE OF EXEMPT PURPOSE










2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
7
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) FINANCIAL ASSISTANCE 3 7,500      
(2) NURSING SCHOLARSHIPS 4 4,000      











Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: AS A PRIVATE TRUST FOR THE PUBLIC GOOD, MAYO IS DEDICATED TO GIVING BACK TO THE COMMUNITIES IN WHICH ITS EMPLOYEES LIVE AND WORK. MAYO INVESTS RESOURCES RESPONSIBLY TO PRODUCE THE BEST OUTCOMES FOR PATIENT CARE, EDUCATION, RESEARCH, COMMUNITY ENRICHMENT AND SUSTAINABILITY. GRANT APPLICATIONS ARE REVIEWED AND PRIORITIZED IN HOW THEY: - ADDRESS SIGNIFICANT AND EMERGENT COMMUNITY NEEDS - ALIGN WITH MAYO'S MISSION - IMPROVE HEALTH OF INDIVIDUALS IN COMMUNITY - DEMONSTRATE PARTNERSHIP AND COLLABORATION BUILDING - ENABLE LONG TERM CAPACITY BUILDING AND SUSTAINABILITY MONITORING OF GRANTS GIVEN IS DEPENDENT ON TYPE. LARGER MULTI-YEAR AND CAPITAL GRANTS ARE MONITORED FOR ACHIEVEMENT OF STATED GOALS WITHIN THE GRANT AGREEMENT. SINGLE-YEAR OPERATIONAL AND PROGRAMMATIC GRANTS ARE NOT MONITORED AFTER THE FUNDS HAVE BEEN DISPERSED; HOWEVER, ADDITIONAL FUNDING REQUESTS ARE CONSIDERED BASED ON USE AND OUTCOMES OF PREVIOUSLY AWARDED GRANTS. MAYO CLINIC - METHODIST HOSPITAL PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO EMPLOYEES EXPERIENCING TEMPORARY HARDSHIPS. GRANTS ARE PROVIDED BASED ON A PROVEN NEED AND ARE NOT MONITORED. NURSING SCHOLARSHIPS ARE AVAILABLE TO EMPLOYEES OF MAYO CLINIC - METHODIST HOSPITAL AND THEIR DEPENDENTS TO OFFSET THE COST OF TUITION, BOOKS, OR OTHER EXPENSES RELATED TO ATTENDING A NURSING PROGRAM. SCHOLARSHIPS ARE SUBJECT TO FEDERAL AND STATE INCOME TAX WITHHOLDING AND ARE NOT MONITORED ONCE AWARDED TO THE RECIPIENT.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MAYO CLINIC - METHODIST HOSPITAL
 
Employer identification number

41-0739106
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) CARRYER MD PETER W (i)
(ii)		 0
227,574 		0
0 		0
989,235 		0
60 		0
9,569 		0
1,226,438 		0
421,371
(2) CASCINO MD TERRANCE L (i)
(ii)		 0
375,365 		0
0 		0
452,231 		0
128,753 		0
20,599 		0
976,948 		0
115,118
(3) DECKER MD WYATT W (i)
(ii)		 0
388,688 		0
0 		0
157,295 		0
32,295 		0
36,327 		0
614,605 		0
21,265
(4) DESCHAMPS MD CLAUDE (i)
(ii)		 0
491,134 		0
0 		0
885,149 		0
76,802 		0
20,478 		0
1,473,563 		0
217,329
(5) EVANS MD BRUCE A (i)
(ii)		 0
242,484 		0
0 		0
17,783 		0
19,194 		0
20,829 		0
300,290 		0
0
(6) FRUSTI DOREEN K (i)
(ii)		 0
279,242 		0
0 		0
8,780 		0
5,822 		0
19,963 		0
313,807 		0
0
(7) HARPER JR MD CHARLES M (i)
(ii)		 0
485,249 		0
0 		0
119,602 		0
318,175 		0
24,942 		0
947,968 		0
26,724
(8) HERMAN MD DAVID C (i)
(ii)		 0
419,134 		0
0 		0
482,798 		0
67,476 		0
27,965 		0
997,373 		0
53,259
(9) LA RUSSO MD NICHOLAS F (i)
(ii)		 0
548,795 		0
0 		0
1,962,078 		0
0 		0
10,733 		0
2,521,606 		0
574,666
(10) NARR MD BRADLY J (i)
(ii)		 0
434,372 		0
0 		0
826,983 		0
70,566 		0
22,755 		0
1,354,676 		0
55,619
(11) NOSEWORTHY MD JOHN H (i)
(ii)		 0
923,109 		0
0 		0
714,279 		0
787,806 		0
14,371 		0
2,439,565 		0
135,942
(12) RIZZA MD ROBERT A (i)
(ii)		 0
518,396 		0
0 		0
1,880,323 		0
0 		0
15,408 		0
2,414,127 		0
507,546
(13) ROCK MD MICHAEL G (i)
(ii)		 0
513,177 		0
0 		0
1,406,720 		0
186,461 		0
19,095 		0
2,125,453 		0
273,517
(14) ROGER MD VERONIQUE L (i)
(ii)		 0
439,381 		0
0 		0
414,583 		0
80,238 		0
2,784 		0
936,986 		0
8,044
(15) SANTRACH MD PAULA J (i)
(ii)		 0
308,968 		0
0 		0
124,138 		0
40,959 		0
18,376 		0
492,441 		0
67,577
(16) SAWYER NAN B (i)
(ii)		 0
318,929 		0
0 		0
184,270 		0
54,549 		0
8,455 		0
566,203 		0
53,929
(17) SCHMIDT BRADLEY D (i)
(ii)		 0
294,409 		0
0 		0
5,823 		0
93,661 		0
15,442 		0
409,335 		0
7,122
(18) STELLNER WINSTON L (i)
(ii)		 0
153,408 		0
0 		0
542 		0
8,035 		0
19,157 		0
181,142 		0
0
(19) WARNER MD MARK A (i)
(ii)		 0
448,256 		0
2,000 		0
1,132,166 		0
79,136 		0
17,961 		0
1,679,519 		0
332,191
(20) WEIS SHIRLEY A (i)
(ii)		 0
724,309 		0
0 		0
631,137 		0
305,748 		0
17,625 		0
1,678,819 		0
233,413
(21) WILLIAMS MD AMY W (i)
(ii)		 0
224,211 		0
0 		0
53,986 		0
22,823 		0
2,064 		0
303,084 		0
240
(22) BROWN WILLIAM A (i)
(ii)		 0
202,397 		0
0 		0
6,712 		0
31,260 		0
23,078 		0
263,447 		0
0
(23) HUBERT SHERRY L (i)
(ii)		 0
234,961 		0
0 		0
871 		0
18,984 		0
25,741 		0
280,557 		0
0
(24) OVIATT JONATHAN J (i)
(ii)		 0
448,008 		0
0 		0
289,483 		0
144,702 		0
27,006 		0
909,199 		0
146,270
(25) BERGRUD KAREN J (i)
(ii)		 151,890
0 		0
0 		5,101
0 		771
0 		12,481
0 		170,243
0 		0
0
(26) ROWEKAMP GREGORY T (i)
(ii)		 130,776
0 		0
0 		6,345
0 		11,694
0 		29,588
0 		178,403
0 		0
0
(27) SISKA MARK H (i)
(ii)		 148,121
0 		0
0 		7,112
0 		15,166
0 		23,081
0 		193,480
0 		0
0
(28) WEISS WILLIAM T (i)
(ii)		 131,896
0 		0
0 		18,000
0 		9,945
0 		25,448
0 		185,289
0 		0
0
(29) WOLF ROBERT C (i)
(ii)		 133,770
0 		0
0 		13,906
0 		6,542
0 		14,440
0 		168,658
0 		0
0
(30) BRIGHAM ROBERT F (i)
(ii)		 0
396,045 		0
0 		0
345,137 		0
1,455 		0
23,428 		0
766,065 		0
179,161
(31) EHMAN MD RICHARD L (i)
(ii)		 0
517,519 		0
0 		0
1,616,090 		0
86,191 		0
23,318 		0
2,243,118 		0
362,112
(32) FORBES MD GLENN S (i)
(ii)		 0
739,662 		0
0 		0
4,636,839 		0
0 		0
13,920 		0
5,390,421 		0
1,607,705
(33) KORSMO JEFFREY O (i)
(ii)		 0
474,109 		0
0 		0
716,567 		0
49,365 		0
23,809 		0
1,263,850 		0
311,546
(34) OLSEN MD KERRY D (i)
(ii)		 0
467,724 		0
0 		0
2,118,598 		0
94,673 		0
15,586 		0
2,696,581 		0
363,447
(35) RUMMANS MD TERESA A (i)
(ii)		 0
229,769 		0
0 		0
92,468 		0
30,957 		0
2,557 		0
355,751 		0
22,911
(36) SCHWENK MD NINA M (i)
(ii)		 0
266,546 		0
0 		0
282,624 		0
30,953 		0
13,233 		0
593,356 		0
74,549
(37) WILSON MD WALTER R (i)
(ii)		 0
288,512 		0
0 		0
365,792 		0
0 		0
17,140 		0
671,444 		0
228,841
(38) COLLINS CRAIG C (i)
(ii)		 0
214,905 		0
0 		0
1,199 		0
19,846 		0
27,896 		0
263,846 		0
0
(39) JOHNSON PAMELA O (i)
(ii)		 0
203,626 		0
0 		0
1,124 		0
20,128 		0
22,580 		0
247,458 		0
0
(40) STIRN SUSAN L (i)
(ii)		 0
146,004 		0
0 		0
1,353 		0
19,608 		0
14,752 		0
181,717 		0
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  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. BRIGHAM, ROBERT F. $ 341,469 BROWN, WILLIAM A. $ 4,763 CARRYER M.D., PETER W. $ 982,163 CASCINO M.D., TERRANCE L. $ 444,899 DECKER M.D., WYATT W. $ 92,821 DESCHAMPS M.D., CLAUDE $ 880,061 EHMAN M.D., RICHARD L. $1,610,763 EVANS M.D., BRUCE A. $ 13,356 FORBES M.D., GLENN S. $4,622,658 FRUSTI, DOREEN K. $ 3,093 HARPER JR., M.D., CHARLES M. $ 114,518 HERMAN M.D., DAVID C. $ 479,900 KORSMO, JEFFREY O. $ 712,972 LA RUSSO M.D., NICHOLAS F. $1,944,644 NARR M.D., BRADLY J. $ 822,361 NOSEWORTHY M.D., JOHN H. $ 701,661 OLSEN M.D., KERRY D. $2,109,529 OVIATT, JONATHAN J. $ 284,303 RIZZA M.D., ROBERT A. $1,868,043 ROCK M.D., MICHAEL G. $1,396,812 ROGER M.D., VERONIQUE L. $ 412,109 RUMMANS M.D., TERESA A. $ 89,758 SANTRACH M.D., PAULA J. $ 120,728 SAWYER, NAN B. $ 180,734 SCHMIDT, BRADLEY D. $ 3,104 SCHWENK M.D., NINA M. $ 279,155 WARNER M.D., MARK A. $1,127,408 WEIS, SHIRLEY A. $ 623,849 WILLIAMS M.D., AMY W. $ 52,160 WILSON M.D., WALTER R. $ 356,931
Supplemental Information Part III COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. 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.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MAYO CLINIC - METHODIST HOSPITAL
 
Employer identification number

41-0739106
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) OWATONNA CLINIC -- MAYO HEALTH SYSTEM
  		COMMON BOARD MEMBERS 62,277 SERVICES AND RENT   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
MAYO CLINIC - METHODIST HOSPITAL
 
Employer identification number

41-0739106
Identifier Return Reference Explanation
Form 990, Part VI, Section A, line 2   DUE TO OVERLAP OF BOARD MEMBERSHIP AND EMPLOYMENT BY RELATED EXEMPT ENTITIES, THE FOLLOWING INDIVIDUALS: BROWN, WILLIAM A. CARRYER M.D., PETER W. CASCINO M.D., TERRANCE L. DECKER M.D., WYATT W. DESCHAMPS M.D., CLAUDE EHMAN M.D., RICHARD L. EVANS M.D., BRUCE A. FORBES M.D., GLENN S. FRUSTI, DOREEN K. HARPER JR., M.D., CHARLES M. HERMAN M.D., DAVID C. HUBERT, SHERRY L. JOHNSON, PAMELA O. KORSMO, JEFFREY O. LA RUSSO M.D., NICHOLAS F. LANDWEHR, MARY ELLEN NARR M.D., BRADLY J. NOSEWORTHY M.D., JOHN H. OLSEN M.D., KERRY D. OVIATT, JONATHAN J. RIZZA M.D., ROBERT A. ROCK M.D., MICHAEL G. ROGER M.D., VERONIQUE L. ROWEKAMP, GREGORY T RUMMANS M.D., TERESA A. SANTRACH M.D., PAULA J. SAWYER, NAN B. SCHMIDT, BRADLEY D. SCHWENK M.D., NINA M. SISKA, MARK H. STELLNER, WINSTON L. STIRN, SUSAN L. WARNER M.D., MARK A. WEIS, SHIRLEY A. WEISS, WILLIAM T. WILLIAMS M.D., AMY W. HAVE A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: BROWN, WILLIAM A. CARRYER M.D., PETER W. CASCINO M.D., TERRANCE L. DECKER M.D., WYATT W. DESCHAMPS M.D., CLAUDE EHMAN M.D., RICHARD L. EVANS M.D., BRUCE A. FORBES M.D., GLENN S. FRUSTI, DOREEN K. HARPER JR., M.D., CHARLES M. HERMAN M.D., DAVID C. HUBERT, SHERRY L. JOHNSON, PAMELA O. KORSMO, JEFFREY O. LA RUSSO M.D., NICHOLAS F. LANDWEHR, MARY ELLEN NARR M.D., BRADLY J. NOSEWORTHY M.D., JOHN H. OLSEN M.D., KERRY D. OVIATT, JONATHAN J. RIZZA M.D., ROBERT A. ROCK M.D., MICHAEL G. ROGER M.D., VERONIQUE L. ROWEKAMP, GREGORY T RUMMANS M.D., TERESA A. SANTRACH M.D., PAULA J. SAWYER, NAN B. SCHMIDT, BRADLEY D. SCHWENK M.D., NINA M. SISKA, MARK H. STELLNER, WINSTON L. STIRN, SUSAN L. WARNER M.D., MARK A. WEIS, SHIRLEY A. WEISS, WILLIAM T. WILLIAMS M.D., AMY W. THE FOLLOWING BUSINESS RELATIONSHIPS EXIST AS A RESULT OF OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF MAYO CLINIC - METHODIST HOSPITAL WHO ALSO SERVE ON THE BOARDS OF OTHER AFFILIATED ENTITIES: PETER W. CARRYER, M.D., BRUCE A. EVANS, M.D., C. MICHEL HARPER, M.D., JONATHAN J. OVIATT, NAN B. SAWYER AND BRADLEY D. SCHMIDT ARE ALSO BOARD MEMBERS OR OFFICERS OF MAYO COLLABORATIVE SERVICES, INC. BRADLEY D. SCHMIDT, JONATHAN J. OVIATT, AND NAN SAWYER ARE ALSO BOARD MEMBERS OR OFFICERS OF MAYO HOLDING COMPANY. PETER W. CARRYER, M.D. AND JONATHAN J. OVIATT ARE ALSO BOARD MEMBERS OR OFFICERS 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   MAYO CLINIC IS THE SOLE CORPORATE MEMBER.
Form 990, Part VI, Section A, line 7a   THE GOVERNING BODY IS APPOINTED BY THE SOLE CORPORATE MEMBER.
Form 990, Part VI, Section A, line 7b   ONLY THE SOLE MEMBER MAY AMEND, REPEAL OR ADD NEW BYLAWS.
Form 990, Part VI, Section B, line 11   THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM SITE ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT. IT IS THEN REVIEWED BY THE ASSISTANT TREASURER AND FINANCE STAFF. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF MAYO CLINIC - METHODIST HOSPITAL'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 THE FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. 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 THE 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 SALARY OF THE CHIEF EXECUTIVE OFFICER (CEO) AND CHIEF ADMINISTRATIVE OFFICER (CAO) WHICH IS PAID BY AN AFFILIATE WAS REVIEWED BY THE MAYO CLINIC SALARY AND BENEFIT COMMITTEE PURSUANT TO THE PROCESS DESCRIBED BELOW. 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. FOR THE CHIEF EXECUTIVE OFFICER AND CHIEF ADMINISTRATIVE OFFICER OF MAYO CLINIC (ALONG WITH OTHER SENIOR LEADERSHIP POSITIONS), THE COMMITTEE DIRECTLY RETAINS AN INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANT WHO ANNUALLY PROVIDES A WRITTEN REPORT CONTAINING A SUMMARY OF RELEVANT, CONTEMPORANEOUS BENCHMARK INFORMATION AND RECOMMENDATIONS REGARDING THE LEVEL OF COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND CHIEF ADMINISTRATIVE OFFICER THAT WOULD BE REASONABLE IN LIGHT OF THE BENCHMARK INFORMATION. THE GOVERNANCE COMMITTEE CAREFULLY REVIEWS THE BENCHMARK INFORMATION, DISCUSSES IT DIRECTLY WITH THE CONSULTANT IN AN EXECUTIVE SESSION THAT THE CHIEF EXECUTIVE OFFICER AND CHIEF ADMINISTRATIVE OFFICER DO NOT ATTEND, DISCUSSES RECOMMENDED COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER AND CHIEF ADMINISTRATIVE OFFICER, CONFIRMS THAT THE RECOMMENDED COMPENSATION AND BENEFITS ARE REASONABLE IN LIGHT OF THE BENCHMARK DATA, AND PROVIDES FINAL APPROVAL OF THE RECOMMENDED AMOUNTS. 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). 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 CONFLICT OF INTEREST POLICY IS ON THE MAYOCLINIC.ORG WEBSITE. FINANCIAL STATEMENTS ARE ATTACHED TO FORM 990. GOVERNING DOCUMENTS ARE NOT MADE PUBLICLY AVAILABLE. FORM 990 AVAILABLE UPON REQUEST AND ON GUIDESTAR.ORG WEBSITE.
AVERAGE HOURS PER WEEK DEVOTED TO POSITION WITH RELATED ORGANIZATION PART VII SECTION A BROWN, WILLIAM A. 40 HRS BRIGHAM, ROBERT F. 40 HRS CARRYER M.D., PETER W. 40 HRS CASCINO M.D., TERRANCE L. 40 HRS COLLINS, CRAIG C. 40 HRS DECKER M.D., WYATT W. 40 HRS DESCHAMPS M.D., CLAUDE 40 HRS EHMAN M.D., RICHARD L. 40 HRS EVANS M.D., BRUCE A. 40 HRS FORBES M.D., GLENN S. 40 HRS FRUSTI, DOREEN K. 40 HRS HARPER M.D., C. MICHEL 40 HRS HERMAN M.D., DAVID C. 40 HRS HUBERT, SHERRY L. 40 HRS JOHNSON, PAMELA O. 40 HRS KORSMO, JEFFREY O. 40 HRS LANDWEHR, MARY ELLEN 40 HRS LARUSSO M.D., NICHOLAS F. 40 HRS NARR M.D., BRADLEY J. 40 HRS NOSEWORTHY M.D., JOHN H. 40 HRS OLSEN M.D., KERRY D. 40 HRS OVIATT, JONATHAN J. 40 HRS RIZZA M.D., ROBERT A. 40 HRS ROCK M.D., MICHAEL G. 40 HRS ROGER M.D., VERONIQUE L. 40 HRS RUMMANS M.D., TERESA A. 40 HRS SANTRACH M.D., PAULA J. 40 HRS SAWYER, NAN B. 40 HRS SCHMIDT, BRADLEY D. 40 HRS SCHWENK M.D., NINA M. 40 HRS STELLNER, WINSTON L. 40 HRS STIRN, SUSAN L. 40 HRS WARNER M.D., MARK A. 40 HRS WEIS, SHIRLEY A. 40 HRS WILLIAMS M.D., AMY W. 40 HRS WILSON M.D., WALTER R. 40 HRS
Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 177,357. TRANSFER OF CAPITAL TO MAYO CLINIC -200,000,000. Total to Form 990, Part XI, Line 5: -199,822,643.
  PART XII LINE 2C EXPLANATION THERE WAS NO CHANGE IN THE PROCESS DURING THE YEAR.
INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY 990, PART I, LINE 4 AND 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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MAYO CLINIC - METHODIST HOSPITAL
 
Employer identification number

41-0739106
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) ALBERT LEA MEDICAL CENTER -- MAYO HEALTH SYSTEM

404 WEST FOUNTAIN STREET

ALBERT LEA,MN56007
41-1404075 		HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC
 
Yes
 
(2) AUSTIN MEDICAL CENTER -- MAYO HEALTH SYSTEM

1000 FIRST DRIVE NW

AUSTIN,MN55912
41-0695606 		HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC
 
Yes
 
(3) AUSTIN MEDICAL CENTER FOUNDATION

1000 FIRST DRIVE NW

AUSTIN,MN55912
30-0107471 		FUNDRAISING FOUNDATION MN 501(c)(3) 7 AUSTIN MEDICAL CENTER -- MAYO HEALTH SYSTEM
 
Yes
 
(4) BARRON MEMORIAL MEDICAL CENTER -- MAYO HEALTH SYSTEM

1222 EAST WOODLAND AVE

BARRON,WI54812
39-0920634 		HOSPITAL AND CLINIC WI 501(c)(3) 3 LUTHER HOSPITAL
 
Yes
 
(5) BLOOMER LAKEVIEW INC

2110 DUNCAN ROAD

BLOOMER,WI54724
39-1450617 		LOW INCOME HOUSING WI 501(c)(3) 7 BLOOMER MEMORIAL MEDICAL CENTER INC -- MAYO HEALTH SYSTEM
 
Yes
 
(6) BLOOMER MEMORIAL MEDICAL CENTER INC -- MAYO HEALTH SYSTEM

1501 THOMPSON STREET

BLOOMER,WI54724
39-0980343 		HOSPITAL AND CLINIC WI 501(c)(3) 3 LUTHER HOSPITAL
 
Yes
 
(7) CANNON FALLS MEDICAL CENTER -- MAYO HEALTH SYSTEM

1116 WEST MILL STREET

CANNON FALLS,MN55009
20-4156428 		HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC
 
Yes
 
(8) CHARTERHOUSE INC

200 FIRST STREET SW

ROCHESTER,MN55905
41-1405254 		RETIREMENT LIVING CENTER MN 501(c)(3) 9 MAYO CLINIC
 
Yes
 
(9) FAIRMONT MEDICAL CENTER -- MAYO HEALTH SYSTEM

800 MEDICAL CENTER DRIVE PO BOX 800

FAIRMONT,MN56031
41-0760836 		HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC
 
Yes
 
(10) FOUNTAIN LAKE TREATMENT CENTER

404 WEST FOUNTAIN STREET

ALBERT LEA,MN56007
41-1404076 		CHEMICAL DEPENDENCY TREATMENT MN 501(c)(3) 3 ALBERT LEA MEDICAL CENTER -- MAYO HEALTH SYSTEM
 
Yes
 
(11) FRANCISCAN SKEMP FOUNDATION OF ARCADIA INC

464 SOUTH JOHNSON STREET

ARCADIA,WI54612
39-1322480 		FUNDRAISING FOUNDATION WI 501(c)(3) 9 FRANCISCAN SKEMP HEALTHCARE INC
 
Yes
 
(12) FRANCISCAN SKEMP FOUNDATION OF SPARTA INC

310 WEST MAIN STREET

SPARTA,WI54656
39-1423234 		FUNDRAISING FOUNDATION WI 501(c)(3) 9 FRANCISCAN SKEMP HEALTHCARE INC
 
Yes
 
(13) FRANCISCAN SKEMP FOUNDATION INC

700 WEST AVE SOUTH

LA CROSSE,WI54601
39-1186647 		FUNDRAISING FOUNDATION WI 501(c)(3) 11-II FRANCISCAN SKEMP HEALTHCARE INC
 
Yes
 
(14) FRANCISCAN SKEMP HEALTHCARE INC

700 WEST AVE SOUTH

LA CROSSE,WI54601
39-1411999 		HEALTHCARE SYSTEM PARENT WI 501(c)(3) 11-I MAYO CLINIC
 
Yes
 
(15) FRANCISCAN SKEMP MEDICAL CENTER INC

700 WEST AVE SOUTH

LA CROSSE,WI54601
39-0806374 		HOSPITAL AND CLINIC WI 501(c)(3) 3 FRANCISCAN SKEMP HEALTHCARE INC
 
Yes
 
(16) GCAS

200 FIRST STREET SW

ROCHESTER,MN55905
41-1917517 		AMBULANCE SERVICE MN 501(c)(3) 9 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
 
Yes
 
(17) GOLD CROSS AMBULANCE SERVICE

200 FIRST STREET SW

ROCHESTER,MN55905
41-1917516 		AMBULANCE SERVICE MN 501(c)(3) 9 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
 
Yes
 
(18) GOLD CROSS AMBULANCE INC

200 FIRST STREET SW

ROCHESTER,MN55905
39-1942957 		AMBULANCE SERVICE MN 501(c)(3) 9 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
 
Yes
 
(19) IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM

1025 MARSH STREET

MANKATO,MN56002
41-1236756 		HOSPITAL AND CLINIC MN 501(c)(3) 3 MAYO CLINIC
 
Yes
 
(20) IMMANUEL-ST JOSEPH'S FOUNDATION -- MAYO HEALTH SYSTEM

1025 MARSH STREET

MANKATO,MN56002
41-1663357 		FUNDRAISING FOUNDATION MN 501(c)(3) 7 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM
 
Yes
 
(21) LAKE CITY MEDICAL CENTER - MAYO HEALTH SYSTEM

500 WEST GRANT STREET

LAKE CITY,MN55041
41-1906820 		HOSPITAL MN 501(c)(3) 3 MAYO CLINIC
 
Yes
 
(22) LUTHER HOSPITAL

1221 WHIPPLE STREET

EAU CLAIRE,WI54703
39-0813418 		HOSPITAL WI 501(c)(3) 3 MAYO CLINIC
 
Yes
 
(23) LUTHER LAKESIDE APARTMENTS INC

714 SOUTH BARSTOW STREET

EAU CLAIRE,WI54701
39-1409024 		LOW INCOME HOUSING WI 501(c)(3) 9 LUTHER HOSPITAL
 
Yes
 
(24) LUTHER MIDELFORT FOUNDATION INC

733 W CLAIREMONT AVE PO BOX 1510

EAU CLAIRE,WI54702
39-1633407 		GRANTMAKING FOUNDATION WI 501(c)(3) PF MIDELFORT CLINIC LTD -- MAYO HEALTH SYSTEM
 
 
No
(25) MAYO CLINIC ARIZONA

13400 EAST SHEA BLVD

SCOTTSDALE,AZ85259
86-0800150 		HOSPITAL AND CLINIC AZ 501(c)(3) 3 MAYO CLINIC
 
Yes
 
(26) MAYO CLINIC FLORIDA (A NONPROFIT CORPORATION)

4500 SAN PABLO ROAD

JACKSONVILLE,FL32224
59-0714831 		HOSPITAL FL 501(c)(3) 3 MAYO CLINIC JACKSONVILLE
 
Yes
 
(27) MAYO CLINIC JACKSONVILLE

4500 SAN PABLO ROAD

JACKSONVILLE,FL32224
59-3337028 		PATIENT CARE - CLINIC FL 501(c)(3) 7 MAYO CLINIC
 
Yes
 
(28) MAYO CLINIC -- METHODIST HOSPITAL

200 FIRST STREET SW

ROCHESTER,MN55905
41-0739106 		HOSPITAL MN 501(c)(3) 3 MAYO CLINIC
 
Yes
 
(29) MAYO CLINIC

200 FIRST STREET SW

ROCHESTER,MN55905
41-6011702 		PATIENT CARE - CLINIC MN 501(c)(3) 9 MAYO CLINIC
 
Yes
 
(30) MAYO CLINIC -- SAINT MARYS HOSPITAL

200 FIRST STREET SW

ROCHESTER,MN55905
41-0944601 		HOSPITAL MN 501(c)(3) 3 MAYO CLINIC
 
Yes
 
(31) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

200 FIRST STREET SW

ROCHESTER,MN55905
41-1506440 		CHARITABLE, EDUCATIONAL & SCIENTIFIC ACTIVITIES MN 501(c)(3) 9 MAYO CLINIC
 
Yes
 
(32) MIDELFORT CLINIC LTD -- MAYO HEALTH SYSTEM

PO BOX 1510

EAU CLAIRE,WI54702
39-1735831 		PATIENT CARE - CLINIC WI 501(c)(3) 3 MAYO CLINIC
 
 
No
(33) MILES AND SHIRLEY FITERMAN ENDOWMENT FUND FOR DIGESTIVE DISEASES

200 FIRST STREET SW

ROCHESTER,MN55905
41-2020392 		SUPPORT RESEARCH, PRACTICE & EDUCATION MN 501(c)(3) 11-I MAYO CLINIC
 
Yes
 
(34) NORTHWEST WISCONSIN HOMECARE INC

PO BOX 2060

EAU CLAIRE,WI54702
39-1491516 		HOME HEALTH AND HOSPICE CARE WI 501(c)(3) 9 LUTHER HOSPITAL
 
Yes
 
(35) NORTHWEST WISCONSIN SUPPORTIVE HOMECARE INC

PO BOX 2060

EAU CLAIRE,WI54702
39-1686673 		HOME HEALTH CARE WI 501(c)(3) 9 LUTHER HOSPITAL
 
Yes
 
(36) OSSEO MEDICAL CENTER INC -- MAYO HEALTH SYSTEM

PO BOX 70 / 13025 EIGHTH STREET

OSSEO,WI54758
39-1029430 		HOSPITAL AND CLINIC WI 501(c)(3) 3 LUTHER HOSPITAL
 
Yes
 
(37) POVERELLO FOUNDATION

200 FIRST STREET SW

ROCHESTER,MN55905
41-1494881 		FUNDRAISING FOUNDATION MN 501(c)(3) 11-I MAYO CLINIC -- SAINT MARYS HOSPITAL
 
Yes
 
(38) RED CEDAR MEDICAL CENTER INC -- MAYO HEALTH SYSTEM

2321 STOUT ROAD

MENOMONIE,WI54751
51-0190875 		HOSPITAL AND CLINIC WI 501(c)(3) 3 MAYO CLINIC
 
Yes
 
(39) SPRINGFIELD MEDICAL CENTER -- MAYO HEALTH SYSTEM

625 NORTH JACKSON AVENUE

SPRINGFIELD,MN56087
41-1893827 		HOSPITAL AND CLINIC MN 501(c)(3) 3 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM
 
Yes
 
(40) ST JAMES MEDICAL CENTER -- MAYO HEALTH SYSTEM

1101 MOULTON PARSONS DR PO BOX 460

ST JAMES,MN56081
41-0797368 		HOSPITAL AND CLINIC MN 501(c)(3) 3 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM
 
Yes
 
(41) ST JAMES MEDICAL CENTER FOUNDATION INC

1101 MOULTON PARSONS DR PO BOX 460

ST JAMES,MN56081
41-1444129 		FUNDRAISING FOUNDATION MN 501(c)(3) 7 ST JAMES MEDICAL CENTER -- MAYO HEALTH SYSTEM
 
Yes
 
(42) WASECA MEDICAL CENTER -- MAYO HEALTH SYSTEM

501 NORTH STATE STREET

WASECA,MN56093
36-3606405 		HOSPITAL AND CLINIC MN 501(c)(3) 3 IMMANUEL-ST JOSEPH'S -- MAYO HEALTH SYSTEM
 
Yes
 
(43) MAYO KLINIK STIFTUNG

60486 FRANKFURT AM MAIN
FRANKFURT    
GM
FUNDRAISING FOUNDATION GM     MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
 
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) FRANKLIN HEATING STATION

119 THIRD ST SW
ROCHESTER,MN55902
41-0264830 		UTILITY MN MAYO CLINIC
  		EXCLUDED   8,223,176   No   Yes   15.950 %












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) CANNON VALLEY CLINIC -- MAYO HEALTH SYSTEM
635 FIRST STREET SE
FARIBAULT,MN55021
41-1817179 		PATIENT CARE - CLINIC MN N/A
 C      
(2) DECORAH CLINIC -- MAYO HEALTH SYSTEM
907 MONTGOMERY STREET
DECORAH,IA52101
41-1711329 		PATIENT CARE - CLINIC IA N/A
 C      
(3) FIOS THERAPEUTICS INC
200 FIRST STREET SW
ROCHESTER,MN55905
71-1029189 		RESEARCH MN N/A
 C      
(4) HEALTH TRADITION HEALTH PLAN
1808 EAST MAIN STREET
ONALASKA,WI54650
39-1545987 		MEDICAL SERVICES COMPANY WI N/A
 C      
(5) LOBSS NETWORK SUPPORT 2002 INC
200 FIRST STREET SW
ROCHESTER,MN55905
48-1276150 		ADMINISTRATIVE SERVICES MN N/A
 C      
(6) MAYO COLLABORATIVE SERVICES INC
200 FIRST STREET SW
ROCHESTER,MN55905
41-1346366 		REFERENCE LAB SERVICES MN N/A
 C      
(7) MAYO HOLDING COMPANY
200 FIRST STREET SW
ROCHESTER,MN55905
41-1578020 		HOLDING COMPANY MN N/A
 C      
(8) MAYO INSURANCE COMPANY LTD
200 FIRST STREET SW
ROCHESTER,MN55905
 SELF INSURANCE POOL CJ N/A
 C      
(9) MAYO MEDICAL LABORATORIES NEW ENGLAND INC
265 BALLARDVALE STREET
WILMINGTON,MA01887
04-3323713 		LABORATORY SERVICES MA N/A
 C      
(10) MAYO REGIONAL PRACTICES OF ARIZONA
13400 EAST SHEA BOULEVARD
SCOTTSDALE,AZ85259
06-1190278 		THIRD PARTY ADMINISTRATION SERVICES AZ N/A
 C      
(11) MHS SERVICES INC
200 FIRST STREET SW
ROCHESTER,MN55905
41-1282517 		EQUIPMENT & REAL ESTATE LEASING MN N/A
 C      
(12) MMSI INC
21 FIRST STREET SW
ROCHESTER,MN55905
41-1547003 		THIRD PARTY ADMINISTRATION SERVICES MN N/A
 C      
(13) NORTHWEST HEALTH VENTURES INC
1221 WHIPPLE STREET
EAU CLAIRE,WI54703
39-1528920 		PHARMACY SERVICES WI N/A
 C      
(14) OWATONNA CLINIC -- MAYO HEALTH SYSTEM
134 SOUTHVIEW
OWATONNA,MN55060
41-1862132 		PATIENT CARE - CLINIC MN N/A
 C      
(15) PHYSICIAN AND HOSPITAL PRACTICES INC
4500 SAN PABLO ROAD
JACKSONVILLE,FL32224
93-0926631 		HEALTH SERVICES FL N/A
 C      
(16) ROCHESTER AIRPORT COMPANY
ROUTE 2
ROCHESTER,MN55902
41-0506870 		AIRPORT MANAGEMENT MN N/A
 C      
(17) SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION
13400 E SHEA BLVD
SCOTTSDALE,AZ85259
86-0870505 		COMMERCIAL PROPERTY OWNERS ASSOCIATION AZ N/A
 C      
(18) THE STABILE BUILDING OWNERS' ASSOCIATION
200 FIRST STREET SW
ROCHESTER,MN55905
20-8994499 		COMMERCIAL PROPERTY OWNERS ASSOCIATION MN N/A
 C      
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
Yes
 
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) ALBERT LEA MEDICAL CENTER -- MAYO HEALTH SYSTEM

 J 122,340 GAAP
(2) FAIRMONT MEDICAL CENTER -- MAYO HEALTH SYSTEM

 J 84,104 GAAP
(3) FRANCISCAN SKEMP MEDICAL CENTER INC

 J 110,220 GAAP
(4) OWATONNA CLINIC -- MAYO HEALTH SYSTEM

 J 50,000 GAAP
(5) MAYO CLINIC

 C 50,208 GAAP
(6) MAYO FOUNDATION MEDICAL EDUCATION AND RESEARCH

 G 156,903,306 GAAP
(7) MAYO CLINIC

 J 4,346,966 GAAP
(8) ALBERT LEA MEDICAL CENTER -- MAYO HEALTH SYSTEM

 L 62,319 GAAP
(9) FRANCISCAN SKEMP MEDICAL CENTER INC

 L 97,070 GAAP
(10) MAYO FOUNDATION MEDICAL EDUCATION AND RESEARCH

 N 133,570,815 GAAP
(11) MAYO CLINIC

 O 61,148,400 GAAP
(12) MAYO CLINIC

 P 485,909 GAAP
(13) MAYO FOUNDATION MEDICAL EDUCATION AND RESEARCH

 R 8,262,490 GAAP
(14) MAYO CLINIC - SAINT MARYS HOSPITAL

 P 330,884 GAAP
(15) MAYO CLINIC

 R 36,808,810 GAAP
(16) MAYO CLINIC

 R 153,939 GAAP
(17) OWATONNA CLINIC -- MAYO HEALTH SYSTEM

 L 12,277 GAAP
(18) FAIRMONT MEDICAL CENTER -- MAYO HEALTH SYSTEM

 L 43,192 GAAP
(19) MAYO FOUNDATION MEDICAL EDUCATION AND RESEARCH

 P 2,147,095 GAAP
(20) MAYO CLINIC

 Q 200,000,000 GAAP
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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