Form990
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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
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 01-01-2012 , 2012, and ending 12-31-2012
BCheck if applicable:
CName of organization
MAYO CLINIC
 
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

41-6011702
E Telephone number

G Gross receipts $ 5,323,867,843
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.MAYO.EDU
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: 1919
M State of legal domicile: MN
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: EDUCATION, RESEARCH AND PATIENT CARE
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 31
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 20,028
6 Total number of volunteers (estimate if necessary) ............. 6 761
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 283,755,158
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 11,663,527
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 834,802,485 781,802,012
9 Program service revenue (Part VIII, line 2g) ......... 2,705,225,032 2,789,929,988
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 177,683,650 305,708,865
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 21,083,993 22,055,302
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 3,738,795,160 3,899,496,167
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 125,503,964 143,121,999
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) 1,748,592,979 1,879,373,407
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 2,361,803 1,792,568
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet30,769,118    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,537,136,633 1,629,309,730
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 3,413,595,379 3,653,597,704
19 Revenue less expenses. Subtract line 18 from line 12....... 325,199,781 245,898,463
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 7,570,727,549 8,532,788,121
21 Total liabilities (Part X, line 26)............. 5,783,939,326 7,081,916,066
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,786,788,223 1,450,872,055
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.
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Signature of officer Date
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Type or print name and title
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Preparer's signature
Date
PTIN
Firm's name MediumBullet

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Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 215,845,266 including grants of $ 3,657,165 ) (Revenue $ 48,968,972 )
EDUCATION (SEE SCHEDULE O FOR DESCRIPTION)MEDICAL EDUCATION: EDUCATION IS A CRITICAL FUNCTION OF MAYO CLINIC. OUR WORLD-RENOWNED EDUCATIONAL PROGRAMS INFORM AND EMPOWER PHYSICIANS, RESEARCHERS, MEDICAL PROFESSIONALS, PATIENTS, STUDENTS AND OUR COMMUNITIES TO IMPROVE PUBLIC HEALTH AND WELL-BEING. THESE PROGRAMS SPAN THE CONTINUUM OF HEALTH CARE AND ENSURE THE MAYO MODEL OF PATIENT CARE CONTINUES. WE ARE COMMITTED TO PROVIDING USEFUL, TIMELY KNOWLEDGE AND SKILLS THAT REFLECT OUR STANDARDS OF EXCELLENCE: *EDUCATING THE NEXT GENERATION OF PHYSICIANS, MEDICAL RESEARCHERS AND HEALTH PROFESSIONALS.*SHARING KNOWLEDGE FREELY IN THE SPIRIT OF COLLABORATION TO PROMOTE HEALTH & WELL-BEING.*EMPOWERING PEOPLE TO MANAGE THEIR OWN HEALTH.*SPREADING MAYO'S MEDICAL EXPERTISE, EDUCATION AND RESEARCH FINDINGS TO MEET HEALTHCARE NEEDS THROUGHOUT THE WORLD.THE EDUCATIONAL ACTIVITIES OF MAYO CLINIC ARE CENTERED IN THE COLLEGE OF MEDICINE- MAYO CLINIC WHICH CONSISTS OF FIVE SCHOOLS: 1. MAYO SCHOOL OF GRADUATE MEDICAL EDUCATION, ONE OF THE FIRST MEDICAL SPECIALTY TRAINING PROGRAMS IN THE WORLD, IS THE OLDEST OF OUR EDUCATIONAL ENDEAVORS. MORE THAN 23,000 ALUMNI HAVE BEEN TRAINED SINCE ITS INCEPTION IN 1915. THE SCHOOL HAS 256 MEDICAL RESIDENCY AND FELLOWSHIP TRAINING PROGRAMS REPRESENTING VIRTUALLY ALL MEDICAL SPECIALTIES. IN 2012, ENROLLMENT IN THE SCHOOL TOTALED 1,532 RESIDENTS AND FELLOWS.2. MAYO MEDICAL SCHOOL PROVIDES DOCTOR OF MEDICINE DEGREES AND JOINT MD-PROFESSIONAL DEGREES. THERE WERE APPROXIMATELY 200 STUDENTS ENROLLED AT MAYO MEDICAL SCHOOL IN 2012. ADDITIONAL OFFERINGS AT THE SCHOOL INCLUDE VISITING MEDICAL STUDENT CLERKSHIP PROGRAMS AND SUMMER MINORITY MEDICAL STUDENT PROGRAMS. PLANNING IS UNDERWAY FOR MAYO MEDICAL SCHOOL - ARIZONA WHICH WILL BE ACCREDITED AS A BRANCH CAMPUS OF MAYO MEDICAL SCHOOL IN ROCHESTER AND WILL ENROLL APPROXIMATELY 48 STUDENTS PER CLASS. STUDENTS AT MAYO MEDICAL SCHOOL ARIZONA WILL EARN AN M.D. DEGREE FROM MAYO MEDICAL SCHOOL IN ROCHESTER AND A MASTER'S DEGREE IN THE SCIENCE OF HEALTH CARE DELIVERY FROM ARIZONA STATE UNIVERSITY. 3. MAYO GRADUATE SCHOOL HAS A DISTINGUISHED HISTORY OF ACHIEVING ITS MISSION TO PREPARE STUDENTS FOR CAREERS AS COMPETITIVE, INDEPENDENT RESEARCH INVESTIGATORS. MAYO GRADUATE SCHOOL OFFERS DOCTORAL AND MASTER'S DEGREE PROGRAMS FOCUSING ON SEVEN BIOMEDICAL SUBSPECIALTIES AS WELL AS PROGRAMS FOR VISITING PREDOCTORAL AND SUMMER UNDERGRADUATE RESEARCH STUDENTS. ENROLLMENT IN 2012 WAS 281 STUDENTS.4. MAYO SCHOOL OF HEALTH SCIENCES PREPARES THE HEALTHCARE WORKFORCE OF THE FUTURE IN PROGRAMS RANGING FROM PROVIDING CLINICAL INTERNSHIPS FOR HUNDREDS OF AFFILIATED SCHOOLS TO AWARDING A DOCTORATE IN PHYSICAL THERAPY. IN 2012, THE SCHOOL EDUCATED 1,100 STUDENTS IN 133 PROGRAMS REPRESENTING MORE THAN 70 HEALTH SCIENCE CAREERS. THE SCHOOL'S NEARLY 500 FACULTY MEMBERS ENSURE THAT EVERY STUDENT RECEIVES EXTENSIVE PERSONALIZED TRAINING.5.MAYO SCHOOL OF CONTINUOUS PROFESSIONAL DEVELOPMENT PROVIDES A COMPREHENSIVE SELECTION OF CLINICAL, SURGICAL AND RESEARCH COURSES, AS WELL AS PROGRAMS ON MANAGED CARE, SPIRITUALITY IN MEDICINE, PRACTICE MANAGEMENT AND LEADERSHIP TO HEALTH CARE PROFESSIONALS THROUGHOUT THE WORLD. IN 2012, THE SCHOOL PROVIDED 308 CONTINUING EDUCATION ACTIVITIES TO 66,999 PHYSICIAN AND 33,573 NONPHYSICIAN PARTICIPANTS.IN ADDITION TO ITS FORMAL PROGRAMS IN EDUCATION, SEVERAL INITIATIVES ENABLE MAYO CLINIC TO IMPROVE QUALITY AND PATIENT SAFETY, SHARE KNOWLEDGE, AND ENHANCE THE AVAILABILITY OF MEDICAL INFORMATION IN CREATIVE WAYS. MAYO CLINIC'S "ASK MAYO EXPERT" IS AN ELECTRONIC DATABASE FOR MAYO CLINIC PHYSICIANS TO SHARE THEIR MOST UP-TO-DATE MEDICAL KNOWLEDGE. DOCTORS CAN SEARCH FOR DISEASES, TREATMENTS AND TRIAL INFORMATION QUICKLY AND EASILY. ASK MAYO EXPERT IS ALSO NOW OFFERED THROUGH THE MAYO CLINIC CARE NETWORK. A MOBILE VERSION OF ASK MAYO EXPERT IS AVAILABLE FOR APPLE'S IPHONE, IPAD OR IPOD TOUCH. NEW CARE PROCESS MODELS WITHIN ASK MAYO EXPERT PROVIDE INTERACTIVE ALGORITHMS THAT DEMONSTRATE BEST PRACTICE FOR PHYSICIANS.MAYO CLINIC ALSO HAS A QUALITY ACADEMY THAT OFFERS INDIVIDUAL AND TEAM-BASED CLASSES TO EDUCATE MAYO STAFF IN QUALITY IMPROVEMENT TOOLS AND THEIR APPLICATION. THE SCIENCE OF QUALITY IMPROVEMENT IS EMBEDDED WITHIN THE CURRICULUM AND INCLUDES LEARNING HOW TO IDENTIFY AND MEASURE HEALTH CARE QUALITY, PINPOINT WASTE AND IMPROVE WORK FLOW. MAYO CLINIC'S MULTIDISCIPLINARY SIMULATION CENTERS IN ARIZONA, FLORIDA, AND MINNESOTA ENABLE SIMULATION OF REAL-LIFE PATIENT CARE SITUATIONS, GIVING HEALTH CARE PROFESSIONALS, RESIDENTS, FELLOWS, AND STUDENTS THE UNPRECEDENTED OPPORTUNITY TO PRACTICE ON COMPUTERIZED MANNEQUINS THAT BLEED, CRY, STOP BREATHING, REQUIRE DIFFICULT INTUBATIONS AND PRESENT ALL THE CHALLENGES OF REAL PATIENTS. PRESENTATIONS ON TOPICS SUCH AS ATRIAL FIBRILLATION ARE OFFERED IN THE POPULAR ONLINE VIRTUAL COMMUNITY SECOND LIFE.MAYO CLINIC'S CENTER FOR SOCIAL MEDIA - THE FIRST OF ITS KIND FOCUSED ON HEALTH CARE - IS A NETWORK OF HEALTH CARE ORGANIZATIONS, HOSPITALS AND MEDICAL PROFESSIONALS COMMITTED TO BROADER AND DEEPER ENGAGEMENT IN SOCIAL MEDIA BY HOSPITALS, MEDICAL PROFESSIONALS AND PATIENTS TO HELP IMPROVE HEALTH CARE LITERACY, HEALTH CARE DELIVERY AND POPULATION HEALTH WORLDWIDE. IN 2012 MAYO CLINIC CONNECTED WITH OVER 4 MILLION PEOPLE THROUGH SOCIAL MEDIA CONVERSATIONS. ALL OF THESE EDUCATIONAL EFFORTS BUILD AND EXPAND ON OUR PATIENT CARE ACTIVITIES TO SHARE MEDICAL KNOWLEDGE AND ENABLE THE HIGHEST QUALITY AND SAFEST PATIENT CARE. PROGRAM SERVICE EXPENDITURES FOR EDUCATIONAL ACTIVITIES WERE APPROXIMATELY $215,845,000 IN 2012.
4b (Code:   ) (Expenses $ 2,166,143,380 including grants of $ 0 ) (Revenue $ 2,209,531,150 )
PATIENT CARE (SEE SCHEDULE O FOR DESCRIPTION)PATIENT CARE:MAYO CLINIC IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT MEDICAL GROUP PRACTICE IN THE WORLD. OUR 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". WE COMBINE OUR HERITAGE OF COLLABORATIVE MEDICAL EXPERTISE WITH CAREFUL ATTENTION TO INDIVIDUAL PATIENT NEEDS, RESULTING IN A THOROUGH AND PERSONAL APPROACH TO HEALTH CARE.TO ACCOMPLISH ITS MISSION, MAYO CLINIC NOT ONLY PROVIDES A VARIETY OF PROGRAMS IN DIRECT PATIENT CARE, MEDICAL EDUCATION AND RESEARCH, BUT WE ALSO SERVE AS THE PARENT ORGANIZATION OF A MULTI-ENTITY ORGANIZATION CONSISTING OF HOSPITALS, CLINICS, HEALTH CARE PROVIDERS AND OTHER ENTITIES PROVIDING HEALTH CARE RELATED SERVICES AND KNOWLEDGE DELIVERY TO THE PUBLIC THROUGHOUT THE WORLD. MAYO CLINIC WORKS COLLABORATIVELY WITH ITS AFFILIATED HOSPITALS IN ROCHESTER, MN (MAYO CLINIC - SAINT MARYS HOSPITAL AND MAYO CLINIC - METHODIST HOSPITAL) TO FORM AN INTEGRATED MEDICAL CENTER DEDICATED TO PROVIDING COMPREHENSIVE DIAGNOSIS AND TREATMENT IN VIRTUALLY EVERY MEDICAL AND SURGICAL SPECIALTY. MAYO CLINIC IS ALSO THE SOLE MEMBER OF MAYO CLINIC IN ARIZONA AND MAYO CLINIC IN JACKSONVILLE WHICH PROVIDE SERVICES TO PATIENTS IN THE SOUTHWEST AND SOUTHEAST REGIONS OF THE US. IN THE MIDWEST, MAYO CLINIC HEALTH SYSTEM SERVES OVER 70 COMMUNITIES IN MINNESOTA, WISCONSIN, AND IOWA THROUGH A NETWORK OF COMMUNITY-BASED PHYSICIANS TO PROVIDE QUALITY HEALTH CARE CLOSE TO HOME BUT SUPPORTED BY THE HIGHLY SPECIALIZED EXPERTISE AND RESOURCES OF MAYO CLINIC.UTILIZING COMMON GOVERNANCE, SHARED SYSTEMS AND STANDARDIZED POLICIES AND PROCEDURES WHENEVER POSSIBLE, MAYO CLINIC STRIVES TO PROVIDE CONSISTENT, HIGH QUALITY HEALTH CARE SERVICES AND KNOWLEDGE DELIVERY REGARDLESS OF WHERE AND HOW THESE ARE PROVIDED. A 31-MEMBER BOARD OF TRUSTEES COMPOSED OF A MAJORITY OF PUBLIC MEMBERS ALONG WITH MAYO PHYSICIANS AND ADMINISTRATORS ENSURE THE ENTIRE ORGANIZATION REMAINS TRUE TO ITS MISSION AND CULTURE OF PROVIDING FOR THE HEALTH CARE NEEDS OF THE PUBLIC RATHER THAN FOR PRIVATE BENEFIT.PATIENT CARE IS THE FOUNDATION OF MAYO CLINIC'S MISSION. IN DETERMINING THAT MAYO CLINIC QUALIFIES AS A TAX EXEMPT ENTITY, THE IRS STATED THAT THESE PATIENT CARE ACTIVITIES ARE AN INTRINSIC PART OF, AND ARE INTRICATELY INTERTWINED WITH, MAYO CLINIC'S EDUCATIONAL AND SCIENTIFIC RESEARCH PURPOSES AND ARE OF THE SCOPE NECESSARY TO ACHIEVE THESE PURPOSES. EVERY YEAR, PEOPLE FROM ALL 50 STATES AND MORE THAN 135 COUNTRIES COME TO MAYO CLINIC FOR CARE. IN ROCHESTER, OVER 37,000 PATIENT CARE PHYSICIANS, RESIDENTS AND ALLIED HEALTH STAFF PROVIDED SERVICES FOR MORE THAN 1.5 MILLION OUTPATIENT VISITS IN 2012. HOSPITAL ADMISSIONS IN ROCHESTER TOTALED 56,594 WITH 298,090 HOSPITAL DAYS OF CARE PROVIDED. PROGRAM SERVICE EXPENDITURES FOR PATIENT CARE ACTIVITIES WERE APPROXIMATELY $2,166,000,000 IN 2012.MAYO PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS. 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. THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICAID AND MINNESOTACARE (A PROGRAM THAT PROVIDES MEDICAL ASSISTANCE FOR LOW INCOME POPULATIONS) WAS APPROXIMATELY $91,245,600. THIS AMOUNT INCLUDES APPROXIMATELY $33,960,000 PAID TO MINNESOTA CARE(A PROGRAM THAT PROVIDES HEALTH CARE FOR LOW INCOME POPULATIONS). THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICARE WAS APPROXIMATELY $401,196,400. THE COST OF CHARITY CARE PROVIDED IN 2012 WAS APPROXIMATELY $16,844,300.IN 2012, OUT OF SYSTEM-WIDE REVENUES OF $8.8 BILLION, MAYO CLINIC AND ITS AFFILIATES PROVIDED QUANTIFIABLE BENEFITS TO THE BROADER COMMUNITY IT SERVES OF OVER $1.6 BILLION. MAYO CLINIC IS DEDICATED TO SERVING ALL PATIENTS WHO NEED OUR CARE. APPROXIMATELY HALF OF OUR MEDICAL SERVICES ARE FOR MEDICARE PATIENTS AND PATIENTS IN OTHER GOVERNMENT PROGRAMS. IN 2012, OUR BENEFIT TO THE BROADER COMMUNITY INCLUDED $1.6 BILLION IN SERVICES THAT WENT UNPAID THROUGH MEDICARE, MEDICAID OR OTHER SENIOR AND INDIGENT CARE PROGRAMS. WE ALSO PROVIDED AN ADDITIONAL $83.4 MILLION IN CHARITY CARE TO PATIENTS IN SIGNIFICANT FINANCIAL NEED.QUALITY IS THE HALLMARK OF MAYO CLINIC. MAYO HAS BEEN RECOGNIZED FOR EXCELLENCE AND HAS RECEIVED NUMEROUS AWARDS IN RECOGNITION OF ITS ACCOMPLISHMENTS. AS JUST ONE EXAMPLE, IN 2012 U.S. NEWS & WORLD REPORT NAMED MAYO CLINIC TO ITS 'BEST HOSPITALS' HONOR ROLL FOR THE 23RD STRAIGHT YEAR. THE HONOR ROLL CONSISTS OF "AN ELITE GROUP" OF PROVIDERS RECOGNIZED FOR "BREADTH OF EXCELLENCE," ACCORDING TO THE MAGAZINE. MAYO CLINIC WAS THE ONLY ONE OF THE ROUGHLY 3% OF HOSPITALS SURVEYED TO BE RANKED IN ALL 16 SUBSPECIALTY CATEGORIES. MAYO CLINIC SCORED IN THE TOP FIVE IN 11 SPECIALTIES ASSESSED AND WAS RANKED FIRST OR SECOND IN EIGHT SPECIALTIES. FORTUNE MAGAZINE NAMED MAYO CLINIC TO ITS SELECT LIST OF THE "100 BEST COMPANIES TO WORK FOR" IN 2012 FOR THE 10TH CONSECUTIVE YEAR. PATIENTS ALSO RECOGNIZE THE EXCELLENT CARE THEY RECEIVE AT MAYO CLINIC. IN A 2010 PATIENT SATISFACTION SURVEY CONDUCTED BY PROFESSIONAL RESEARCH CONSULTANTS (PRC), SIXTY-SIX UNITS AND/OR DEPARTMENTS WERE RECOGNIZED FOR SERVICE EXCELLENCE. MAYO CLINIC RECEIVED EIGHT TOP PERFORMER AWARDS, PRC'S HIGHEST AWARD GIVEN TO UNITS/DEPARTMENTS THAT SCORE AT THE 100TH PERCENTILE AMONG PRC'S CLIENTS FOR PATIENT RATINGS OF OVERALL QUALITY OF CARE. FIFTY-EIGHT UNITS AND/OR DEPARTMENTS RECEIVED THE 5-STAR AWARD FOR SCORING AT OR ABOVE THE 90TH PERCENTILE OF PRC'S CLIENT DATABASE FOR PATIENT RATINGS OF OVERALL QUALITY OF CARE. TO ENSURE THE HIGHEST STANDARDS OF CARE AND TO SERVE THE PUBLIC AS A TRUSTED SOURCE OF HEALTH SERVICES AND HEALTH INFORMATION, MAYO CLINIC STRIVES TO TRANSFORM HEALTH CARE DELIVERY TO ALLOW NEW CARE MODELS AND SERVICES, AND EXPAND THE RANGE OF PRODUCTS AND SERVICES OFFERED. ALTHOUGH MAYO HAS A RICH INNOVATION HISTORY, NURTURED AND DRIVEN BY ITS CULTURE OF TEAMWORK AND COLLABORATION, MAYO CLINIC HAS DEVOTED SIGNIFICANT RESOURCES TO ACCELERATE ITS INNOVATION EFFORTS BY CREATING THE CENTER FOR INNOVATION (CFI). THE MISSION OF THE CENTER IS TO TRANSFORM THE WAY HEALTH CARE IS EXPERIENCED AND DELIVERED BY PROVIDING A UNIQUE SETTING FOR NURTURING NEW IDEAS, ENABLING THEM TO GROW, MATURE AND EVOLVE UNTIL THEY ARE READY FOR THE CLINICAL SETTING. CFI IS PURSUING MANY AVENUES FOR INNOVATIVE THINKING TO DEVELOP WHAT MEDICAL PRACTICES WILL BE DOING TOMORROW, AND TO IDENTIFY WAYS TO DO WHAT THEY DO TODAY, BETTER.IN 2011, MAYO CLINIC LAUNCHED MAYO CLINIC CARE NETWORK, A NETWORK OF PROVIDER ORGANIZATIONS ACROSS THE NATION THAT WILL HAVE ACCESS TO MAYO EXPERTISE AND PHYSICIANS TO HELP CARE FOR PATIENTS CLOSEST TO HOME WHENEVER POSSIBLE. THIS INITIATIVE IS JUST ONE EXAMPLE OF MAYO CLINIC'S EFFORTS TO CREATE, CONNECT AND APPLY ITS INTEGRATED MEDICAL KNOWLEDGE TO DELIVER THE BEST HEALTH CARE, HEALTH GUIDANCE AND HEALTH INFORMATION TO PEOPLE EVERYWHERE, REGARDLESS OF WHETHER OR NOT THEY COME TO MAYO FOR THEIR CARE.
4c (Code:   ) (Expenses $ 532,156,165 including grants of $ 47,262,985 ) (Revenue $ 3,428,129 )
RESEARCH (SEE SCHEDULE O FOR DESCRIPTION)RESEARCH: MAYO CLINIC IS ONE OF THE PREMIER MEDICAL RESEARCH ORGANIZATIONS IN THE WORLD. INNOVATION AND IMPROVEMENT OF SCIENCE AND THE DELIVERY OF HEALTH CARE ARE ENHANCED THROUGH MAYO CLINIC'S RESEARCH PROGRAMS. CLINICAL PRACTICE OBSERVATIONS BECOME THE BASIS FOR RESEARCH STUDIES AND THE FINDINGS FROM RESEARCH FLOW BACK INTO THE PRACTICE TO IMPROVE PATIENT CARE AND OUTCOMES. PHYSICIANS, PHYSICIAN/RESEARCHERS AND CAREER SCIENTISTS WORK IN TANDEM TO CHANGE THE FUTURE OF MEDICINE AND TO IMPROVE THE HEALTH AND WELL BEING OF NOT JUST MAYO CLINIC PATIENTS BUT ALSO THE PUBLIC AT LARGE AS THESE FINDINGS ARE DISSEMINATED WORLDWIDE.MOST OF THE PATIENT CARE PHYSICIANS AT MAYO CLINIC IN ROCHESTER PARTICIPATE IN SOME RESEARCH ACTIVITIES. IN ADDITION, 829 PHYSICIAN/SCIENTISTS, 594 RESEARCH ASSOCIATES AND FELLOWS AND 2,471 ALLIED HEALTH PERSONNEL IN ROCHESTER WERE ENGAGED PRIMARILY IN RESEARCH ACTIVITIES IN 2012. THESE ACTIVITIES INCLUDE BASIC SCIENCE RESEARCH, CLINICAL TRIALS, TRANSLATIONAL RESEARCH AND HUMAN RESEARCH STUDIES. DURING 2012, OVER 5,300 RESEARCH AND REVIEW ARTICLES BASED ON MAYO CLINIC RESEARCH WERE PUBLISHED IN PEER-REVIEWED JOURNALS AND OVER 8,000 HUMAN CLINICAL STUDIES WERE CONDUCTED BY MAYO RESEARCHERS AND CLINICIANS. THROUGH OUR CENTER FOR TRANSLATIONAL SCIENCE ACTIVITIES, MAYO CLINIC COLLABORATES WITH DIVERSE COMMUNITY MEMBERS TO HELP COMMUNITY MEDICAL PROVIDERS INCORPORATE PRACTICE-BASED AND RESEARCH-BASED KNOWLEDGE TO IMPROVE OVERALL COMMUNITY HEALTH OUTCOMES AND ELIMINATE HEALTH DISPARITIES. ONE CRITICAL COMPONENT OF MAYO CLINIC'S RESEARCH EFFORTS IS THE ROCHESTER EPIDEMIOLOGY PROJECT, A COLLABORATION THAT LINKS TOGETHER NEARLY ALL OF THE MEDICAL RECORDS OF THE RESIDENTS OF OLMSTED COUNTY IN MINNESOTA. THIS UNIQUE DATABASE PROVIDES AN EXTENSIVE DATA REPOSITORY OF MEDICAL CARE DELIVERED TO COMMUNITY RESIDENTS FOR OVER HALF A CENTURY AND IS VIRTUALLY UNPARALLELED IN THE UNITED STATES.MAYO CLINIC IS ALSO MAKING TIGHTER CONNECTIONS BETWEEN RESEARCH AND PATIENT CARE WITH THE ADVANCEMENT OF OUR THREE NEWEST CENTERS: THE CENTER FOR THE SCIENCE OF HEALTH CARE DELIVERY, THE CENTER FOR INDIVIDUALIZED MEDICINE AND THE CENTER FOR REGENERATIVE MEDICINE. THESE STRATEGIC CENTERS ARE CHANGING HOW MEDICINE IS PRACTICED THROUGH DIRECT APPLICATION OF INNOVATIONS AND BEST PRACTICES. IN 2012, THE REGENERATIVE MEDICINE CLINIC AND THE INDIVIDUALIZED MEDICINE CLINIC WERE INTRODUCED AT MAYO. BOTH OF THESE CLINICS ACCEPT PATIENT REFERRALS AND ARE ACTIVELY PURSUING ANSWERS TO COMPLEX CLINICAL PROBLEMS THROUGH BREAKTHROUGH METHODOLOGIES.OTHER EXAMPLES OF MAYO CLINIC RESEARCH ADVANCES IN 2012 INCLUDE:-UNCOVERING THE TOXIC INTERACTION IN NEURONS THAT LEAD TO DEMENTIA AND ALS DISEASE-DEVELOPING THE FIRST PROTEIN TEST TO PREDICT THE RATE OF PROGRESSION IN ALS DISEASE-DISCOVERING THE MOST POTENT GENETIC RISK FACTOR FOR ALZHEIMER'S DISEASE IN 20 YEARS-DISCOVERING A NEW TEST FOR PREDICTING COLORECTAL CANCERS-DISCOVERING NEW BIOMARKERS FOR IDENTIFYING PROSTATE CANCERS-REGENERATING HEART TISSUE WITH MODIFIED STEM CELLSFUNDING OF RESEARCH ACTIVITIES AT MAYO CLINIC COMES FROM OVER 3,200 GRANTS AND CONTRACTS AS WELL AS FROM MAYO FUNDS AND GIFTS FROM GENEROUS BENEFACTORS. TOTAL EXPENDITURES FOR RESEARCH ACTIVITIES IN 2012 WERE APPROXIMATELY $532,156,000.
(Code:   ) (Expenses $ 94,088,220 including grants of $ 92,201,849 ) (Revenue $ 543,229,622 )
COMMUNITY CONTRIBUTIONS:COLLABORATION AND COMMUNITY GIVING IS A SIGNIFICANT, TIME-HONORED PART OF MAYO'S HERITAGE AND IT TAKES MANY FORMS. MAYO'S FOUNDERS CREATED AN ORGANIZATION WHERE SUPPORTING THE COMMUNITY IS INTEGRAL TO OUR MISSION. QUALITY PATIENT CARE, RESEARCH AND EDUCATION ARE ONLY POSSIBLE IN A THRIVING, VIBRANT COMMUNITY, WITH EXCELLENT EDUCATION PROGRAMS AT ALL LEVELS, A WELL-TRAINED WORK FORCE AND AMENITIES THAT MAKE ROCHESTER A DESIRABLE PLACE TO LIVE. A THRIVING COMMUNITY ALSO RELIES ON A VARIETY OF ORGANIZATIONS TO PROVIDE VITAL SERVICES AND PROGRAMS TO MEET COMMUNITY NEEDS. LIKE MOST URBAN CITIES, ROCHESTER FACES FUNDAMENTAL SOCIO-ECONOMIC CHALLENGES SUCH AS HUNGER, POVERTY AND UNEQUAL ACCESS TO HEALTHCARE. ROCHESTER IS BECOMING A VERY DIVERSE COMMUNITY, CREATING A NEED TO WELCOME DIVERSE NEWCOMERS, TO HELP THEM ASSIMILATE TO THEIR NEW ENVIRONMENT, AND TO PROVIDE SERVICES THAT ARE UNIQUE TO THEIR NEEDS. EVEN THOUGH ROCHESTER HAS EXCELLENT SCHOOLS, MANY STUDENTS IN THE COMMUNITY STRUGGLE BECAUSE OF LANGUAGE DIFFERENCES OR PROBLEMS AT HOME. MAYO CLINIC'S OFFICE OF COMMUNITY ENGAGEMENT WORKS TO BUILD COLLABORATIVE PARTNERSHIPS WITH COMMUNITY GOVERNMENTAL AGENCIES, COMMUNITY GROUPS, AND NON-PROFIT ORGANIZATIONS TO BUILD ADDITIONAL CAPACITY AND ENSURE SUSTAINABILITY TO MEET THESE EVER INCREASING NEEDS. MAYO ALSO MAKES SIGNIFICANT FINANCIAL AND IN-KIND CONTRIBUTIONS TO COMMUNITY ORGANIZATIONS. MAYO'S COMMUNITY CONTRIBUTIONS ARE THE RESULT OF NEEDS-BASED ASSESSMENTS AND FALL INTO SUCH BROAD CATEGORIES INCLUDING: HEALTH AND WELLNESS, DIVERSITY, HOUSING, EDUCATION-WORKFORCE DEVELOPMENT, YOUTH (ESPECIALLY AT-RISK YOUTH) AND THE CULTURAL ARTS. MAYO STRIVES TO MAINTAIN A PROGRAM THAT IS FISCALLY RESPONSIBLE AND SOCIALLY ACCOUNTABLE. IN 2012, MAYO CLINIC PROVIDED ALMOST $1.7 MILLION IN DIRECT FINANCIAL ASSISTANCE TO ALMOST 80 NON-PROFIT ORGANIZATIONS. SOME EXAMPLES OF MAYO CLINIC'S COMMUNITY COLLABORATIONS INCLUDE: - FINANCIAL AND IN-KIND SUPPORT TO THE SALVATION ARMY GOOD SAMARITAN MEDICAL AND DENTAL CLINICS AND THE ZUMBRO VALLEY MENTAL HEALTH CENTER TO SERVE LOCAL CITIZENS AND FAMILIES WHO CANNOT OTHERWISE AFFORD CARE.- MAYO PARTICIPATES IN THE COMMUNITY HEALTH ACCESS COLLABORATIVE GROUP, A PARTNERSHIP OF APPROXIMATELY 30 LOCAL AND REGIONAL COMMUNITY HEALTH CARE ORGANIZATIONS. THE COLLABORATIVE ANALYZES NEEDS AND CREATES SOLUTIONS FOR HEALTH CARE ACCESS, HEALTH EDUCATION AND PREVENTION FOR ALL MEMBERS OF THE ROCHESTER COMMUNITY AND IN THE SOUTHEAST MINNESOTA REGION.- MAYO SUPPORTS ROCHESTER PATIENT HOSPITALITY HOUSES SUCH AS THE RONALD MCDONALD HOUSE, THE HOPE LODGE, AND THE GIFT OF LIFE TRANSPLANT HOUSE. THESE FACILITIES PROVIDE PATIENTS WITH SERIOUS AND COMPLICATED ILLNESSES WITH A HOME-LIKE PLACE TO LIVE DURING THEIR LENGTHY VISITS TO ROCHESTER FOR EXTENDED CARE.- MAYO PARTNERS WITH THE OLMSTED COUNTY HEALTH DEPARTMENT, OLMSTED COUNTY MEDICAL CENTER, AND OTHER AREA HEALTH PROVIDERS TO PREPARE FOR AND COORDINATE RESPONSES TO EMERGENCY HEALTH ISSUES. - MAYO'S CENTER FOR TRANSLATIONAL SCIENCE ACTIVITIES (CTSA) SEEKS TO IMPROVE PATIENT CARE AND OVERALL COMMUNITY HEALTH BY WORKING WITH OLMSTED COUNTY AND REGIONAL COMMUNITIES ON HEALTH ISSUES THAT MATTER TO THEIR MEMBERS, COLLABORATING WITH DIVERSE COMMUNITY MEMBERS TO CONDUCT RESEARCH RELEVANT TO THEM, AND HELPING COMMUNITY MEDICAL PROVIDERS INCORPORATE PRACTICE-BASED RESEARCH AND RESEARCH-BASED CHANGE.IN 2012 ON AN SYSTEMWIDE LEVEL, MAYO CLINIC AND ITS AFFILIATES INVESTED MORE THAN $2.5 MILLION INTO HUNDREDS OF LOCAL COMMUNITY EFFORTS NEAR OUR LOCATIONS TO STRENGTHEN HEALTH AND WELLNESS, EDUCATION, YOUTH ENRICHMENT, WORKFORCE DEVELOPMENT, HUMAN SERVICES AND OTHER EMERGING NEEDS. THE SYSTEM ALSO INCURS SIGNIFICANT ADDITIONAL INDIRECT COSTS IN CONDUCTING ITS PROGRAMS. THE SYSTEMWIDE COSTS OF THE MANY MORE LOCALIZED COMMUNITY BENEFIT ACTIVITIES ARE NOT REFLECTED IN THESE TOTALS, NOR ARE THE INTANGIBLE COMMUNITY BENEFITS QUANTIFIED.FUNDRAISING:MAYO CLINIC CONDUCTS A VERY SUBSTANTIAL DEVELOPMENT PROGRAM STAFFED BY MORE THAN 200 EMPLOYEES. CONSISTENT WITH PAST EXPERIENCE, THE ORGANIZATION EXPECTS CONTRIBUTIONS FROM INDIVIDUALS, FOUNDATIONS, CORPORATIONS AND OTHERS TO APPROACH OR EXCEED $250 MILLION PER YEAR FOR THE FORESEEABLE FUTURE. EVEN THOUGH THE EXPENSES ASSOCIATED WITH THIS ACTIVITY ARE REPORTED IN THE FUNDRAISING COLUMN, MAYO CLINIC FEELS THAT THEY ARE TRULY PROGRAM SERVICE RELATED. FUNDRAISING EXPENDITURES TOTALED APPROXIMATELY $30.8 MILLION IN 2012.HEALTH INFORMATION:MAYO CLINIC IS USED AS A MEANS OF MAKING AVAILABLE TO THE MEDICAL COMMUNITY AND TO THE GENERAL PUBLIC THE RESULTS OF MAYO'S RESEARCH AND EDUCATION PROGRAMS. MAYO CLINIC PUBLISHES MAYO CLINIC PROCEEDINGS (A MONTHLY JOURNAL FOR PHYSICIANS AND OTHER MEDICAL PERSONNEL), MAYO CLINIC HEALTH LETTER (A MONTHLY NEWSLETTER PROVIDING HEALTH INFORMATION FOR CONSUMERS) AND NUMEROUS HEALTH-RELATED BOOKS FOR HEALTHCARE PROFESSIONALS AND CONSUMERS.SHARED SERVICES:VARIOUS SHARED SERVICES THROUGHOUT MAYO PROVIDE GENERAL INFRASTRUCTURE AND SUPPORT SERVICES TO THE AFFILIATES OF MAYO CLINIC.
4d Other program services (Describe in Schedule O.)
(Expenses $ 94,088,220 including grants of $ 92,201,849 ) (Revenue $ 543,229,622 )
4e Total program service expensesMediumBullet3,008,233,031
Form 990 (2012)
Form 990 (2012)
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 (see instructions)? 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 IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part IIClick to see attachment........
4
Yes
 
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
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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 temporarily restricted endowments, permanent endowments, 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, line 10?
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 VIIClick to see attachment.......
11b
Yes
 
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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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 EClick to see attachment....
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
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 United States? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
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 United States? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
Yes
 
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 (see instructions).... Click to see attachment
17
Yes
 
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............ Click to see attachment
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................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H.... Click to see attachment
20a
Yes
 
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization 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, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
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
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
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, highest 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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
Yes
 
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
Yes
 
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 direct or indirect 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..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............. Click to see attachment
30
Yes
 
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
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
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
1,069
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
Yes
 
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
20,028
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
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
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, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCA , GM , MP , CJ
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 as charitable contributions?...
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
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
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.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
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
31
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
10
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
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
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
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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
Yes
 
If "Yes" to line 15a or 15b, 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
Yes
 
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AL , AK , AR , AZ , CA , CO , CT , FL , GA , HI , IL , KS , KY , ME , MD , MA , MI , MN , MS , NH , NJ , NM , NY , ND , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WV , WI , NC , IN
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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletCORPORATE TAX200 FIRST STREET SWROCHESTERMN55905 (507) 538-1297
Form 990 (2012)
Form 990 (2012)
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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(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) BOLTON JEFFREY W........................................................................
CFO/TRUSTEE
1.00
.......................40.00
X   X       0 777,777 59,357
(2) BRIGHAM ROBERT F........................................................................
ASST. SECRETARY/TRUSTEE
1.00
.......................40.00
X   X       0 516,616 24,095
(3) BUSKIRK MD STEVEN J........................................................................
TRUSTEE (2/15-12/31)
1.00
.......................40.00
X           0 576,078 52,324
(4) DECKER MD WYATT W........................................................................
VP/TRUSTEE
1.00
.......................40.00
X   X       0 739,688 47,521
(5) GORMAN MD R SCOTT........................................................................
TRUSTEE
1.00
.......................40.00
X           0 361,714 56,216
(6) LEVENTHAL MD JACK P........................................................................
TRUSTEE (1/1-2/15)
1.00
.......................40.00
X           0 392,837 64,836
(7) RUPP MD WILLIAM C........................................................................
VP/TRUSTEE
1.00
.......................40.00
X   X       0 915,355 11,605
(8) ALVARADO LINDA G........................................................................
TRUSTEE (2/17-12/31)
5.00
.......................0.00
X           60,094 0 0
(9) ANDERSON BRADBURY BRAD H........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(10) BARKSDALE JAMES L........................................................................
TRUSTEE
5.00
.......................0.00
X           4,921 0 0
(11) BROKAW THOMAS J........................................................................
TRUSTEE
5.00
.......................0.00
X           6,192 0 0
(12) CARLSON NELSON MARILYN........................................................................
CHAIR/TRUSTEE
5.00
.......................0.00
X   X       2,601 0 0
(13) CORDOVA FRANCE A........................................................................
TRUSTEE
5.00
.......................0.00
X           2,067 0 0
(14) DAVIS A DANO........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(15) DI PIAZZA SAMUEL A JR........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(16) DOUGHERTY MICHAEL E........................................................................
TRUSTEE (11/9-12/31)
5.00
.......................0.00
X           42,395 0 0
(17) GEORGE WILLIAM W........................................................................
TRUSTEE (2/17-12/31)
5.00
.......................0.00
X           45,859 0 0
Form 990 (2012)
Form 990 (2012)
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 (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(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) GONDA LOUIS L........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(19) HERBERGER ROY A........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(20) MITCHELL PATRICIA E........................................................................
TRUSTEE
5.00
.......................0.00
X           1,236 0 0
(21) OLSON RONALD L........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(22) PETERS AULANA L........................................................................
TRUSTEE
5.00
.......................0.00
X           1,621 0 0
(23) POWELL MICHAEL K........................................................................
TRUSTEE
5.00
.......................0.00
X           3,855 0 0
(24) RAYMOND LEE R........................................................................
TRUSTEE (1/1-12/6)
5.00
.......................0.00
X           0 0 0
(25) STEER MD RANDOLPH C........................................................................
TRUSTEE
5.00
.......................0.00
X           3,387 0 0
(26) TATLOCK ANNE E........................................................................
TRUSTEE
5.00
.......................0.00
X           1,876 0 0
(27) EHMAN MD RICHARD L........................................................................
TRUSTEE
40.00
.......................0.00
X           641,439 0 62,427
(28) MILLINER MD DAWN S........................................................................
TRUSTEE
40.00
.......................0.00
X           444,470 0 2,085
(29) NESSE MD ROBERT E........................................................................
TRUSTEE
40.00
.......................0.00
X           688,141 0 18,683
(30) NOSEWORTHY MD JOHN H........................................................................
CEO/PRESIDENT/TRUSTEE
40.00
.......................0.00
X   X       0 1,692,329 55,870
(31) OLSEN MD KERRY D........................................................................
TRUSTEE
40.00
.......................0.00
X           553,890 0 14,627
(32) ROGER MD VERONIQUE L........................................................................
TRUSTEE
40.00
.......................0.00
X           585,804 0 40,261
(33) WEIS SHIRLEY A........................................................................
VP/CAO/TRUSTEE
40.00
.......................0.00
X   X       0 971,605 59,023
(34) FRANCIS JAMES R........................................................................
ASST. TREASURER
1.00
.......................40.00
    X       0 326,347 58,524
(35) BROWN WILLIAM A........................................................................
ASST. TREASURER
1.00
.......................40.00
    X       0 210,372 56,925
(36) FROISLAND JEFFREY R........................................................................
ASST. TREASURER
1.00
.......................40.00
    X       0 258,637 38,803
(37) HOFFMAN MARY J........................................................................
ASST. TREASURER
1.00
.......................40.00
    X       0 279,686 61,176
(38) HUBERT SHERRY L........................................................................
ASST. SECRETARY
1.00
.......................40.00
    X       0 241,289 49,176
(39) OVIATT JONATHAN J........................................................................
CLO/SECRETARY
1.00
.......................40.00
    X       0 555,778 62,556
(40) THOMAS GREGORY J........................................................................
ASST. SECRETARY
1.00
.......................40.00
    X       0 462,328 9,159
(41) GORMAN PAUL A........................................................................
ASST. TREASURER
40.00
.......................0.00
    X       596,419 0 356,484
(42) HAEFLINGER RICKY J........................................................................
ASST. TREASURER
40.00
.......................0.00
    X       220,349 0 217,086
(43) HOFFMAN III HARRY N........................................................................
TREASURER
40.00
.......................0.00
    X       959,096 0 515,354
(44) SCHMIDT BRADLEY D........................................................................
ASST. TREASURER
40.00
.......................0.00
    X       337,928 0 51,243
(45) BERRY MD DANIEL J........................................................................
CHAIR-ORTHOPEDICS
40.00
.......................0.00
      X     631,421 0 52,303
(46) CAMILLERI MD MICHAEL........................................................................
EXEC DEAN FOR DEVELOPMENT
40.00
.......................0.00
      X     575,582 0 64,142
(47) CASCINO MD TERRANCE L........................................................................
INTERIM DEAN-MEDICAL SCHOOL
40.00
.......................0.00
      X     476,728 0 44,395
(48) COCKERILL MD FRANKLIN R........................................................................
CHAIR-LAB MED & PATH
40.00
.......................0.00
      X     528,928 0 62,485
(49) DESCHAMPS MD CLAUDE........................................................................
CHAIR-SURGERY
40.00
.......................0.00
      X     595,530 0 58,492
(50) DIASIO MD ROBERT B........................................................................
DIRECTOR-MAYO CANCER CENTER
40.00
.......................0.00
      X     587,911 0 15,793
(51) FOOTE MD ROBERT L........................................................................
CHAIR-RAD ONCOLOGY
40.00
.......................0.00
      X     578,359 0 55,671
(52) GERTZ MD MORIE A........................................................................
CHAIR-ROCH INTERN MED
40.00
.......................0.00
      X     555,710 0 35,306
(53) HARPER JR MD CHARLES M........................................................................
EXEC DEAN FOR PRACTICE
40.00
.......................0.00
      X     759,333 0 60,544
(54) HAYES MD DAVID L........................................................................
PHYSICIAN
40.00
.......................0.00
      X     596,305 0 42,618
(55) KING MD BERNARD F........................................................................
CHAIR-RADIOLOGY
40.00
.......................0.00
      X     728,309 0 56,596
(56) LA RUSSO MD NICHOLAS F........................................................................
DIRECTOR-CENTER FOR INNOVATION
40.00
.......................0.00
      X     671,067 0 8,244
(57) NARR MD BRADLY J........................................................................
CHAIR-ANESTHESIOLOGY
40.00
.......................0.00
      X     522,662 0 60,647
(58) NICHOLS III MD FRANCIS C........................................................................
PHYSICIAN
40.00
.......................0.00
      X     526,169 0 63,147
(59) RIZZA MD ROBERT A........................................................................
CHAIR RESEARCH COMMITTEE
40.00
.......................0.00
      X     661,866 0 15,500
(60) ROCK MD MICHAEL G........................................................................
PHYSICIAN
40.00
.......................0.00
      X     643,678 0 62,208
(61) SAWYER NAN B........................................................................
CHAIR-DEPT OF PRACTICE ADMIN
40.00
.......................0.00
      X     404,098 0 47,463
(62) SWENSEN MD STEPHEN J........................................................................
PHYSICIAN
40.00
.......................0.00
      X     694,305 0 60,424
(63) WALD MD JOHN T........................................................................
CHAIR - CPC EQMT SUBCOMMITTEE
40.00
.......................0.00
      X     609,472 0 54,259
(64) WARNER MD MARK A........................................................................
EXEC DEAN FOR EDUCATION
40.00
.......................0.00
      X     579,774 0 53,914
(65) PICHELMANN MD MARK A........................................................................
PHYSICIAN
40.00
.......................0.00
        X   422,861 398,146 39,115
(66) ATKINSON MD JOHN LD........................................................................
PHYSICIAN
40.00
.......................0.00
        X   805,043 0 20,604
(67) DEARANI MD JOSEPH A........................................................................
PHYSICIAN
40.00
.......................0.00
        X   778,657 0 55,445
(68) MARSH MD W RICHARD........................................................................
PHYSICIAN
40.00
.......................0.00
        X   810,328 0 34,945
(69) MEYER MD FREDRIC B........................................................................
CHAIR-NEURO SURGERY
40.00
.......................0.00
        X   823,000 0 67,381
(70) TRASTEK MD VICTOR F........................................................................
FORMER VP
0.00
.......................40.00
          X 0 867,707 60,723
(71) FORBES MD GLENN S........................................................................
FORMER CEO
40.00
.......................0.00
          X 221,197 0 1,803
(72) SCHWENK MD NINA M........................................................................
FORMER VP
40.00
.......................0.00
          X 284,166 0 50,596
(73) GROSSET JESSICA A........................................................................
FORMER KEY EMPLOYEE
0.00
.......................40.00
          X 0 274,404 23,671
(74) BROWN JR MD ROBERT D........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 311,305 0 44,859
(75) EDWARDS MD BROOKS S........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 448,077 0 60,887
(76) ERLICHMAN MD CHARLES........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 401,920 0 57,715
(77) FARRUGIA MD GIANRICO........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 503,967 0 52,034
(78) GORES MD GREGORY J........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 487,572 0 56,349
(79) GOSTOUT MD BOBBIE S........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 562,316 0 41,202
(80) HORLOCKER MD TERESE T........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 462,830 0 53,703
(81) SCHNEIDER KENNETH J........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 285,534 0 14,669
(82) SIMMONS MD PATRICIA S........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 355,615 0 62,525
(83) SMOLDT CRAIG A........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 419,924 0 8,244
(84) WOOD MD DOUGLAS L........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 620,597 0 67,550
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 26,135,756 10,818,693 3,893,587
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet3,273
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
MAYO FOUNDATION FOR MEDICAL EDUCATION &200 FIRST STREET SWROCHESTERMN55905 PROCUREMENT AGENT & MEDICAL SUPPORT SERV 373,593,085
MMSI INC200 FIRST STREET SWROCHESTERMN55905 BENEFIT ADMINISTRATION SERVICE 12,370,699
MAYO COLLABORATIVE SERVICES INC200 FIRST STREET SWROCHESTERMN55905 LAB SERVICES 5,476,261
MAYO CLINIC HEALTH SYSTEM--FRANCISCAN ME700 WEST AVENUE SOUTHLA CROSSEWI54601 MEDICAL SUPPORT SERVICES 1,968,733
MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE CL200 FIRST STREET SWROCHESTERMN55905 MEDICAL SUPPORT SERVICES 1,273,307
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet12
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 10,028
b Membership dues....1b  
c Fundraising events....1c 1,175
d Related organizations...1d 185,663,470
e Government grants (contributions)1e 286,365,288
f All other contributions, gifts, grants, and
similar amounts not included above
1f
309,762,051
g Noncash contributions included in lines
1a-1f:$
28,452,788
h Total. Add lines 1a-1f.......MediumBullet 781,802,012
 Program Service Revenue Business Code
2a PATIENT CARE REVENUE 621110 2,184,675,885 1,901,464,072 282,634,472 577,341
b SHARED SERVICES 561000 543,142,004 536,793,897   6,348,107
c EDUCATION REVENUE 611600 48,968,972 48,949,497   19,475
d MEDICAL PRODUCT SALES 446199 9,627,381 9,627,381    
e RESEARCH REVENUE 541700 3,428,129 241,831 1,821,551 1,364,747
f All other program service revenue . 87,617 87,617    
g Total. Add lines 2a–2f........MediumBullet 2,789,929,988
 Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 211,701,434   -3,100,496 214,801,930
4 Income from investment of tax-exempt bond proceeds..MediumBullet 1,714,113     1,714,113
5 Royalties...........MediumBullet 1,888,561 1,783,309 105,252  
(i) Real (ii) Personal
6a Gross rents 1,421,885  
b Less: rental expenses 2,539,537  
c Rental income or (loss) -1,117,651  
d Net rental income or (loss).......MediumBullet -1,117,651   -611,459 -506,192
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,505,144,060 8,971,784
b Less: cost or other basis and sales expenses 1,413,339,297 8,483,229
c Gain or (loss) 91,804,763 488,555
d Net gain or (loss)..........MediumBullet 92,293,318     92,293,318
8a Gross income from fundraising events (not including
$ 1,175
of contributions reported on line 1c). See Part IV, line 18 ..
a 2,025
b Less: direct expenses ...b 9,613
c Net income or (loss) from fundraising events..MediumBullet -7,588   -7,588
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  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a CAFETERIA/VENDING 722210 10,972,440 10,972,440    
b PARKING 812930 4,630,871     4,630,871
c MANAGEMENT FEE REVENUE 541610 2,835,357 445,463 2,389,894  
d All other revenue .... 2,853,312 2,026,673 515,944 310,695
e Total. Add lines 11a–11d ...... MediumBullet 21,291,980
12 Total revenue. See Instructions......MediumBullet 3,899,496,167 2,512,392,180 283,755,158 321,546,817
Form 990 (2012)
Form 990 (2012)
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).Check if Schedule O contains a response to any question in this Part IX ...............
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 United States. See Part IV, line 21 137,346,483 137,346,483
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 3,763,902 3,763,902
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 2,011,614 2,011,614
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 19,991,602 13,550,284 6,155,721 285,597
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 8,121,489 7,424,247 678,397 18,845
7 Other salaries and wages 1,459,754,136 1,405,767,237 38,588,143 15,398,756
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 86,896,090 85,285,711 1,196,671 413,708
9 Other employee benefits ....... 211,465,266 200,638,544 8,045,325 2,781,397
10 Payroll taxes ........... 93,144,824 89,321,021 2,841,464 982,339
11 Fees for services (non-employees):        
a Management ...... 2,975,421 2,695,972 154,924 124,525
b Legal ......... 10,390,559 1,150,198 9,175,009 65,352
c Accounting ........... 32,240,574 74,859 32,165,715  
d Lobbying ........... 764,043 272 763,771  
e Professional fundraising services. See Part IV, line 17 1,792,568 1,792,568
f Investment management fees ...... 3,424,499   3,424,499  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 524,675,819 204,786,547 315,959,058 3,930,214
12 Advertising and promotion .... 2,044,854 1,401,439 641,713 1,702
13 Office expenses ....... 86,606,946 76,098,811 8,903,774 1,604,361
14 Information technology ...... 132,059,782 13,524,633 118,397,561 137,588
15 Royalties ..        
16 Occupancy ........... 277,854,201 264,598,076 11,785,117 1,471,008
17 Travel ............ 38,285,464 35,916,981 1,093,329 1,275,154
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 5,218,147 4,833,800 163,644 220,703
20 Interest ........... 46,977,307 2,740,548 44,236,759  
21 Payments to affiliates ....... 57,766,789 57,766,789    
22 Depreciation, depletion, and amortization ..... 124,836,560 123,682,178 1,112,423 41,959
23 Insurance .............. 12,314,852 12,244,852 70,000  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 190,786,042 190,786,042    
b UNRELATED BUSINESS TAX 6,507,108   6,507,108  
c MN CARE TAX 33,961,810 33,961,810    
d BAD DEBT EXPENSE 21,573,650 21,573,650    
e All other expenses 18,045,303 15,286,531 2,535,430 223,342
25 Total functional expenses. Add lines 1 through 24e 3,653,597,704 3,008,233,031 614,595,555 30,769,118
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 2,017,475 1 3,589,644
2 Savings and temporary cash investments ......... 9,329,102 2 554,195
3 Pledges and grants receivable, net ........... 200,837,962 3 184,022,797
4 Accounts receivable, net ............. 382,468,264 4 484,573,360
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 48,400,118 7 36,071,710
8 Inventories for sale or use .............. 3,298,091 8 3,239,288
9 Prepaid expenses and deferred charges .......... 15,089,234 9 18,111,652
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,511,247,272
b Less: accumulated depreciation ..... 10b 1,253,831,506 1,142,887,688 10c 1,257,415,766
11 Investments—publicly traded securities .......... 96,582,824 11 116,840,523
12 Investments—other securities. See Part IV, line 11 ..... 3,773,173,428 12 4,448,366,625
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14 1,245,417
15 Other assets. See Part IV, line 11 ........... 1,896,643,363 15 1,978,757,144
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 7,570,727,549 16 8,532,788,121
Liabilities 17 Accounts payable and accrued expenses ......... 1,867,748,412 17 2,432,659,945
18 Grants payable .................   18  
19 Deferred revenue ................ 50,271,287 19 47,678,295
20 Tax-exempt bond liabilities ............. 1,405,803,416 20 1,898,206,436
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other 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 .. 295,720,065 23 276,079,874
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 2,164,396,146 25 2,427,291,516
26 Total liabilities. Add lines 17 through 25......... 5,783,939,326 26 7,081,916,066
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 394,471,388 27 -130,926,065
28 Temporarily restricted net assets ........... 725,544,506 28 875,233,875
29 Permanently restricted net assets ........... 666,772,329 29 706,564,245
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 1,786,788,223 33 1,450,872,055
34 Total liabilities and net assets/fund balances ........ 7,570,727,549 34 8,532,788,121
Form 990 (2012)
Form 990 (2012)
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
3,899,496,167
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
3,653,597,704
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
245,898,463
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,786,788,223
5
Net unrealized gains (losses) on investments ...............
5
236,770,086
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-818,584,717
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,450,872,055
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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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
Yes
 
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
Yes
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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
2012
Open to Public
Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
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 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
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 537,306,055 286,081,699 546,721,460 834,802,485 781,802,012 2,986,713,711
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...... 1,941,912,542 2,045,718,507 2,175,100,797 2,446,070,773 2,512,392,180 11,121,194,799
3 Gross receipts from activities that are not an unrelated trade or business under section 513.. 15,395,969 4,360,503 4,263,677 4,487,634 4,630,871 33,138,654
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. 2,494,614,566 2,336,160,709 2,726,085,934 3,285,360,892 3,298,825,063 14,141,047,164
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...           0
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.           0
c Add lines 7a and 7b..           0
8 Public support (Subtract line 7c from line 6.)           14,141,047,164
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
9 Amounts from line 6... 2,494,614,566 2,336,160,709 2,726,085,934 3,285,360,892 3,298,825,063 14,141,047,164
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. -13,096,658 8,240,020 88,918,239 99,682,684 216,682,004 400,426,289
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. -3,809,852 3,757,095 4,963,818 20,061,164 11,663,527 36,635,752
c Add lines 10a and 10b. -16,906,510 11,997,115 93,882,057 119,743,848 228,345,531 437,062,041
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.) .. 935,926 1,814,220 2,874,530 52,209 310,695 5,987,580
13 Total support. (Add lines 9, 10c, 11, and 12.).. 2,478,643,982 2,349,972,044 2,822,842,521 3,405,156,949 3,527,481,289 14,584,096,785
14
Section C. Computation of Public Support Percentage
15
15
96.960 %
16
16
98.340 %
Section D. Computation of Investment Income Percentage
17
17
3.000 %
18
18
1.610 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2008 AMOUNT: $ 295,248. 2009 AMOUNT: $ 1,533,367. 2010 AMOUNT: $ 2,237,485. 2011 AMOUNT: $ 52,209. 2012 AMOUNT: $ 310,695. RECYCLING - 2008 AMOUNT: $ 640,678. 2009 AMOUNT: $ 280,853. 2010 AMOUNT: $ 637,045.
SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: WHILE THE IRS DETERMINED THAT MAYO CLINIC QUALIFIES UNDER LINE 9, AN ORGANIZATION THAT NORMALLY RECEIVES: (1) MORE THAN 33 1/3% OF ITS SUPPORT FROM CONTRIBUTIONS, MEMBERSHIP FEES, AND GROSS RECEIPTS FROM ACTIVITIES RELATED TO ITS EXEMPT FUNCTIONS, AND (2) NO MORE THAN 33 1/3% OF ITS SUPPORT FROM GROSS INVESTMENT INCOME AND UNRELATED BUSINESS TAXABLE INCOME, WE BELIEVE THAT IT ALSO QUALIFIES UNDER THE CLASSIFICATION OF LINE 2 - A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II), LINE 3 - A HOSPITAL OR A COOPERATIVE HOSPITAL SERVICE ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III), AND LINE 7, AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(A)(VI).
 
 
Schedule A (Form 990 or 990-EZ) 2012

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
2012
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
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 on line H of its
Form 990-EZ or on Part I, 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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total 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)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


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

     
 
   

$  


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

     
 
   

$  


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

     
 
   

$  


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

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(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) (2012)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2012

Schedule C (Form 990 or 990-EZ) 2012
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in)
(a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total
             
2a Lobbying nontaxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e))
         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))
         
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2012


Schedule C (Form 990 or 990-EZ) 2012
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
 
e
Publications, or published or broadcast statements? .......................
Yes
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
764,043
j
Total. Add lines 1c through 1i ...............................
764,043
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered “No” OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Identifier Return Reference Explanation
EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: DURING 2012, MAYO CLINIC (MAYO) OFFICIALS HAD MEETINGS AND CONTACTS WITH FEDERAL AND STATE GOVERNMENT OFFICIALS, INCLUDING MEMBERS OF CONGRESS, STATE LEGISLATURES, AND THEIR STAFF TO DISCUSS VARIOUS HEALTH CARE REFORM PROPOSALS AND PROPOSED MEDICARE LEGISLATION. THESE DISCUSSIONS AND MEETINGS WERE HELD IN ROCHESTER, MN AS WELL AS WASHINGTON, D.C., ST. PAUL, MN AND OTHER LOCATIONS. IN ADDITION, MAYO SENT CORRESPONDENCE TO MEMBERS, STAFF AND OTHER GOVERNMENT OFFICIALS OUTLINING MAYO'S CONCERNS AND RECOMMENDATIONS REGARDING HEALTHCARE REFORM. THE PRIMARY FOCUS OF MOST OF THESE CONTACTS WAS TO DISCUSS PRINCIPLES FOR HEALTH CARE REFORM RATHER THAN TRY TO INFLUENCE THE PASSAGE OF ANY SPECIFIC PROPOSED LEGISLATION. MAYO PROVIDES INFORMATION OR EXPRESSES ITS CONCERN TO LEGISLATIVE BODIES AND GOVERNMENT OFFICIALS ON MATTERS DIRECTLY RELATED TO HEALTH, THE DELIVERY OF HEALTH CARE AND MEDICAL EDUCATION AND/OR RESEARCH. SUCH ACTIVITY IS NORMALLY AT THE REQUEST OF A LEGISLATIVE BODY, COMMITTEE OR MEMBER. IN 2012, MAYO REPRESENTATIVES HAD SEVERAL MEETINGS WITH MEMBERS OF THE LEGISLATIVE AND EXECUTIVE BRANCHES OF GOVERNMENT TO DISCUSS ISSUES RELATING TO HEALTH CARE AND HEALTH CARE REFORM. THE MAJORITY OF EXPENSES RELATED TO LOBBYING ARE INCURRED BY MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER), AN AFFILIATED SUPPORT ORGANIZATION OF MAYO CLINIC. IN 2012, THE EXPENSES ASSOCIATED WITH THE ABOVE LOBBYING ACTIVITIES THAT ARE REPORTED ON MFMER'S 2012 FEDERAL FORM 990 TOTALED $ 1,043,112.
PART IV, SUPPLEMENTAL INFORMATION:   THE AMOUNT IN "OTHER ACTIVITIES" REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING.
Schedule C (Form 990 or 990EZ) 2012

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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 $ 3,167,394
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 (ASC 958) 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 1,780,921,634 1,371,788,199 18,928,464 12,902,219 9,408,019
b Contributions ........ 52,562,392 58,600,014 1,305,111,196 5,193,334 6,537,258
c Net investment earnings, gains, and losses 240,953,623 418,416,458 75,605,239 1,556,243 -2,690,556
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
39,093,758 67,883,037 27,856,700 723,332 352,502
f Administrative expenses ....          
g End of year balance ...... 2,035,343,891 1,780,921,634 1,371,788,199 18,928,464 12,902,219
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet42.680 %
b
Permanent endowment SchDMd Bullet35.210 %
c
Temporarily restricted endowment SchDMd Bullet22.110 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
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)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 9,477,289 56,290,788 65,768,077
b Buildings ................   1,591,336,200 680,086,997 911,249,203
c Leasehold improvements ............        
d Equipment ................   854,142,995 573,744,509 280,398,486
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 1,257,415,766
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
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    
(3)Other
(A) MAYO POOLED INVESTMENTS
4,388,656,376 F

(B) BOND-RELATED TRUSTEE HELD INVESTMENTS
59,390,249 F

(C) TECH BASED VENTURES
320,000 C






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 4,448,366,625
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) must 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 1,216,725,527
(2) INVESTMENTS IN SUBSIDIARIES 600,699,331
(3) CONTRIBUTED ASSETS PENDING DISPOSAL 13,332,594
(4) ART 3,167,394
(5) TRUSTS 144,832,298




Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 1,978,757,144
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
DUE TO AFFILIATES 2,308,911,129
DEFERRED COMPENSATION LIABILITY 116,840,523
FEDERAL INCOME TAXES 1,539,864






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,427,291,516
2. Fin 48 (ASC 740) Footnote. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI 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 XIII.) ............ 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 XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII 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 XIII.) ............ 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 XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
  PART III, LINE 1A: PART III LINE 1B (III): MAYO CLINIC PERIODICALLY RECEIVES WORKS OF ART FROM VARIOUS BENEFACTORS. THESE ITEMS ARE UNIQUE IN NATURE AND ARE HELD ON DISPLAY FOR THE BENEFIT AND ENJOYMENT OF MAYO'S PATIENTS. IT IS MAYO'S POLICY TO NEITHER CAPITALIZE CONTRIBUTED WORKS OF ART, NOR RECORD THE RELATED CONTRIBUTION REVENUE.
  PART III, LINE 4: THE PRIMARY MISSION OF MAYO CLINIC IS EXCELLENCE IN PATIENT CARE, YET ITS FOUNDERS RECOGNIZED THAT CARING FOR THE WHOLE PATIENT EXTENDS BEYOND TREATING PHYSICAL AILMENTS. SINCE ITS INCEPTION, MAYO HAS USED ART, ARCHITECTURE AND BEAUTY IN SURROUNDINGS TO ADDRESS THE "SPIRITUAL ASPECTS" OF MEDICAL CARE. BENEFACTOR GIFTS FROM PATIENTS, FRIENDS, EMPLOYEES OR ALUMNI HELP MAYO SUPPORT THE ACQUISITION OF ART USED TO HUMANIZE THE MEDICAL ENVIRONMENT AND COMPLEMENT THE BELIEF THAT RESTORING THE MIND AND SPIRIT IS AN IMPORTANT PART OF MAKING THE BODY WELL. WORKS OF ART DISPLAYED ACROSS THE MAYO CAMPUS PROVIDE BEAUTY, PRESERVATION OF HERITAGE AND RESPECT FOR THE DIVERSITY OF PATIENTS, VISITORS AND STAFF.
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR RESEARCH AND EDUCATION PROGRAMS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: AT DECEMBER 31, 2012 AND 2011, THERE WAS NO SIGNIFICANT LIABILITY FOR UNRECOGNIZED TAX BENEFITS FOR THE FILING ORGANIZATION. PORTION OF INCOME TAX FOOTNOTE FROM MAYO CLINIC CONSOLIDATED AUDITED FINANCIALS STATEMENTS: MOST OF THE INCOME RECEIVED BY THE CLINIC AND ITS SUBSIDIARIES IS EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. SOME OF ITS SUBSIDIARIES ARE TAXABLE ENTITIES, AND SOME OF THE INCOME RECEIVED BY OTHERWISE EXEMPT ENTITIES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME (UBI). THE CLINIC OR ITS SUBSIDIARIES FILE INCOME TAX RETURNS IN THE U.S. FEDERAL, VARIOUS STATE, AND FOREIGN JURISDICTIONS. THE STATUTES OF LIMITATIONS FOR TAX YEARS 2009 THROUGH 2011 REMAIN OPEN IN THE MAJOR U.S. TAXING JURISDICTIONS IN WHICH THE CLINIC AND SUBSIDIARIES ARE SUBJECT TO TAXATION. IN ADDITION, FOR ALL TAX YEARS PRIOR TO 2009 GENERATING OR UTILIZING A NET OPERATING LOSS (NOL), TAX AUTHORITIES CAN ADJUST THE AMOUNT OF NOL CARRYFORWARD TO SUBSEQUENT YEARS. THE INTERNAL REVENUE SERVICE (IRS) PERFORMED AN EXAMINATION OF THE TAX AND INFORMATION RETURNS OF THE CLINIC AND TWO SUBSIDIARIES FOR 2005 AND 2006. AS A RESULT OF THE AUDIT BY THE IRS, ONE REMAINING ENTITY HAS EXTENDED THE STATUTES OF LIMITATIONS FOR 2005 THROUGH 2009 UNTIL DECEMBER 31, 2013. AS OF DECEMBER 31, 2012, ONE AUDIT REMAINS OPEN, AND THE IRS HAS PROPOSED ONE ADJUSTMENT THAT MANAGEMENT HAS TAKEN INTO CONSIDERATION DURING ITS DETERMINATION OF UNRECOGNIZED TAX BENEFITS SINCE THE PROPOSED ISSUE HAS NOT BEEN SETTLED. AT DECEMBER 31, 2012 AND 2011, THE RESERVE FOR UNRECOGNIZED TAX BENEFITS WAS NOT SIGNIFICANT, AND AS A RESULT, THERE IS NO LONGER A RESERVE FOR UNRECOGNIZED TAX BENEFITS RECORDED. THE CLINIC'S PRACTICE IS TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE.
Schedule D (Form 990) 2012

Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990 or 990-EZ)
Department of the TreasuryInternal Revenue Service
Schools
Right pointing arrow large imageComplete if the organization answered "Yes" to Form 990, Part IV, line 13,or Form 990-EZ, Part VI, line 48.Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? ......................
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? ......................................
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. .............................
3
 
No
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? ..........
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? ...............................................
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? ...........................
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? ..............
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? .....................................
5a
 
No
b
Admissions policies? .........................................
5b
 
No
c
Employment of faculty or administrative staff? ..............................
5c
 
No
d
Scholarships or other financial assistance? ................................
5d
 
No
e
Educational policies? .........................................
5e
 
No
f
Use of facilities? ...........................................
5f
 
No
g
Athletic programs? ..........................................
5g
 
No
h
Other extracurricular activities? .....................................
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? ...........
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? ...................
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II.
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) 2012
Schedule E (Form 990 or 990EZ) 2012
Page 2
Part II
Supplemental Information. Complete this part to provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also complete this part to provide any other additional information (see instructions).
Identifier Return Reference Explanation
EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE RACIALLY NONDISCRIMINATORY POLICY OF THE MAYO COLLEGE OF MEDICINE, WHICH DRAWS STUDENTS FROM ACROSS THE UNITED STATES AND AROUND THE WORLD, IS MADE AVAILABLE IN ALL OF ITS PUBLISHED DOCUMENTS AND WEBSITE TO ANY INTERESTED APPLICANTS.
EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 MAYO CLINIC'S MEDICAL SCHOOLS RECEIVE CAPITATION GRANTS FROM THE STATE OF MINNESOTA FOR STUDENTS WHO ARE MINNESOTA RESIDENTS. MANY OF MAYO CLINIC'S STUDENTS PARTICIPATE IN FEDERAL GOVERNMENT LOAN PROGRAMS SUCH AS STAFFORD, HEAL, SLS, AND HPSL.
Schedule E (Form 990 or 990-EZ) 2012
Additional Data


Software ID:  
Software Version:  
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
General Information on Activities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. 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
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside
the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN - 0 108 TRAVEL- INTERNATIONAL CONFERENCE   182,226
EAST ASIA AND THE PACIFIC - 0 513 TRAVEL- INTERNATIONAL CONFERENCE   1,138,367
EUROPE (INCLUDING ICELAND & GREENLAND) - 0 1,464 TRAVEL- INTERNATIONAL CONFERENCE   3,246,010
MIDDLE EAST AND NORTH AFRICA - 0 170 TRAVEL- INTERNATIONAL CONFERENCE   373,242
NORTH AMERICA - CANADA AND MEXICO, BUT 0 529 TRAVEL- INTERNATIONAL CONFERENCE   1,102,167
RUSSIA & THE NEWLY INDEPENDENT STATES - 0 25 TRAVEL- INTERNATIONAL CONFERENCE   44,425
SOUTH AMERICA - ARGENTINA, BOLIVIA, 0 226 TRAVEL- INTERNATIONAL CONFERENCE   383,764
SOUTH ASIA - AFGHANISTAN, BANGLADESH, 0 136 TRAVEL- INTERNATIONAL CONFERENCE   207,477
SUB-SAHARAN AFRICA - ANGOLA, 0 93 TRAVEL- INTERNATIONAL CONFERENCE   180,256
MIDDLE EAST AND NORTH AFRICA 0 40 PROGRAM SERVICES PATIENT CARE 1,490,692
EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES PATIENT CARE 123,219
EAST ASIA AND THE PACIFIC - 0 22 PROGRAM SERVICES MANAGEMENT CONSULTING 1,554,285
MIDDLE EAST AND NORTH AFRICA 0 3 PROGRAM SERVICES MANAGEMENT CONSULTING 36,391
NORTH AMERICA 0 5 PROGRAM SERVICES EDUCATION CONFERENCE - MAYO SPONSOR 97,479
CENTRAL AMERICA AND THE CARIBBEAN 0 54 PROGRAM SERVICES EDUCATION - PROGRAM IN UNDERSERVED GLOBAL HEALTH 57,731
EUROPE (INCLUDING ICELAND & GREENLAND) 0 6 PROGRAM SERVICES EDUCATION CONFERENCE - MAYO SPONSOR 387,697
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS  
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS  
NORTH AMERICA 0 0 PROGRAM SERVICES SALE OF EDUCATION MATERIALS  
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING   5,008
CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS   172,552,603
EAST ASIA AND THE PACIFIC - 0 0 INVESTMENTS   200,092,818
EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 INVESTMENTS   3,051,700
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS   421,670,308
NORTH AMERICA - CANADA AND MEXICO, BUT 0 0 INVESTMENTS   54,260,569
SOUTH AMERICA - ARGENTINA, BOLIVIA, 0 0 INVESTMENTS   4,405,667
SOUTH ASIA - AFGHANISTAN, BANGLADESH, 0 0 INVESTMENTS   1,888,100
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   1,400,277
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   3,900,000
NORTH AMERICA 0 0 ROYALTY INCOME    
EAST ASIA AND THE PACIFIC 0 0 ROYALTY INCOME    
EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES MANAGEMENT CONSULTING 17,187
EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES MANAGEMENT CONSULTING 6,000
EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES MANAGEMENT CONSULTING 9,786
EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES MANAGEMENT CONSULTING 16,000
EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES MANAGEMENT CONSULTING 24,000
3a Sub-total ..... 0 3,171 6,677,678
b Total from continuation sheets to Part I ... 0 229 867,227,773
c Totals (add lines 3a and 3b) 0 3,400 873,905,451
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount of
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 30,508 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 136,500 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 7,560 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 24,307 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 223,772 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 146,070 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 55,000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 9,262 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 11,600 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 45,000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 87,638 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 204,539 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 118,874 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUBAWARD 11,814 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
MIDDLE EAST AND NORTH AFRICA RESEARCH SUBAWARD 13,929 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
MIDDLE EAST AND NORTH AFRICA RESEARCH SUBAWARD 7,640 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
MIDDLE EAST AND NORTH AFRICA RESEARCH SUBAWARD 97,000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 13,200 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 166,393 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 49,390 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 35,728 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 74,624 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 22,580 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 62,500 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 8,400 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 8,150 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 8,495 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 10,435 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 7,200 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 27,810 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 8,100 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 36,264 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
NORTH AMERICA RESEARCH SUBAWARD 75,385 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
SUB-SAHARAN AFRICA RESEARCH SUBAWARD 131,696 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
0
3
Enter total number of other organizations or entities .......................MediumBullet
34
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
RESEARCH SUBAWARD GUNNAR B WALLIN 1 11,000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
RESEARCH SUBAWARD NICHOLAS J TALLEY MD 1 5,000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
RESEARCH SUBAWARD TSEGAHUN MANYAZEWAL 1 7,000 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
RESEARCH SUBAWARD YEWONDWOSSEN T MENGISTU 1 11,250 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER      
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If “Yes,”the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If “Yes,” the organizationmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:   SCHEDULE F, PART I, LINE 2: FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE MONITORED BY MAYO CLINIC AS PRESCRIBED IN OMB CIRCULAR A-133. SEE ALSO SCHEDULE I, PART IV FOR ADDITIONAL INFORMATION ON MAYO CLINIC'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AS THE SAME PROCEDURES APPLY TO DOMESTIC AND FOREIGN GRANTS. GENERAL INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES IS REPORTED BASED ON WHERE PAYMENTS WERE REMITTED. OUR CURRENT REPORTING SYSTEM DOES NOT TRACK ACTIVITIES OUTSIDE THE UNITED STATES BY LOCATION OF SERVICE.
METHOD USED TO ACCCOUNT FOR EXPENDITURES:   SCHEDULE F, PART I, LINE 3: ACCRUAL METHOD
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2012
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Form 990-EZ filers are not required to complete this part. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
 
MOORE WALLACERR DONNELLY
111 SOUTH WACKER DRIVE
 
CHICAGO, IL606064301
DIRECT MAIL SERVICES   No 0 1,502,421 -1,502,421
 
GRAY PLANT MOOTY
500 IDS CENTER 80 SOUTH 80TH ST
 
MINNEAPOLIS, MN55402
CONSULTS ON LEGAL ISSUES   No 0 29,032 -29,032
LISA SELLNER
31 JUNCTION OVERLOOK
 
STRASBURG, VA22657
WRITER ON DIRECT MAIL PIECES   No 0 18,545 -18,545
MAUREEN OTIS
4850 WRIGHT RD STE 168
 
STAFFORD, TX77477
CONSULTS ON LEGAL ISSUES   No 0 19,078 -19,078
 
PENTERA
8650 COMMERECE PARK PLACE SUITE G
 
INDIANAPOLIS, IN46268
CONSULTS ON DIRECT MAILING & WEB ACTIVITIES   No 0 23,370 -23,370
 
PARADYSZ MATERA & CO
215 PARK AVE SOUTH
 
NEW YORK, NY10003
CONSULTING   No 0 94,099 -94,099
 
M R STRATEGIC SERVICES
2120 L STREET NW 6TH FLOOR
 
WASHINGTON, DC20037
CONSULTING   No 0 90,024 -90,024
 
NNE MARKETING LLC
754 MASSACHUSETTS AVE
 
ARLINGTON, MA02476
CONSULTING   No 0 16,000 -16,000
             
             
Total .................right arrow   1,792,569 -1,792,569
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

 
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . .        
2 Less: Contributions . .        
3 Gross income (line 1
minus line 2) . . .
       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Combine line 3, column (d), and line 10. .......... right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Identifier Return Reference Explanation
EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS MADE TO FUNDRAISERS WERE FOR SERVICES PROVIDED TO MAYO CLINIC IN RELATION TO FUNDRAISING CONDUCTED EXCLUSIVELY BY MAYO CLINIC.
Schedule G (Form 990 or 990-EZ) 2012
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
2012
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did 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
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance 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 Financial Assistance at cost
(from Worksheet 1) ..
    16,844,279   16,844,279 0.460 %
b Medicaid (from Worksheet 3,
column a) ....
    111,469,032 20,223,434 91,245,598 2.510 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
           
d Total Financial Assistance
and Means-Tested
Government Programs .
    128,313,311 20,223,434 108,089,877 2.970 %
Other Benefits
    26,440   26,440 0 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    215,845,266 48,968,972 166,876,294 4.590 %
g Subsidized health services
(from Worksheet 6) ..
    305,830,407 135,042,903 170,787,504 4.700 %
h Research (from Worksheet 7)     532,156,165 3,406,501 528,749,664 14.560 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    561,441   561,441 0.020 %
j Total. Other Benefits ..     1,054,419,719 187,418,376 867,001,343 23.870 %
k Total. Add lines 7d and 7j .     1,182,733,030 207,641,810 975,091,220 26.840 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(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     1,000   1,000 0 %
2 Economic development     75,000   75,000 0 %
3 Community support     1,132,920   1,132,920 0.030 %
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building     416,000   416,000 0.010 %
7 Community health improvement advocacy            
8 Workforce development     25,000   25,000 0 %
9 Other            
10 Total     1,649,920   1,649,920 0.040 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did 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. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
21,573,650
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
 
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
 
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
 
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
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(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) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?1
Name, address, and primary website address
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 MAYO CLINIC
200 FIRST STREET SW
ROCHESTER,MN55905
          X        
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
MAYO CLINIC
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 1
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1    
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20  
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 CHNA 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 CHNA report widely available to the public? ............. 5    
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7    
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a    
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.000000000000%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.000000000000%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section C. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?6
Name and address Type of Facility (describe)
1 MAYO FAMILY CLINIC NE
3041 STONEHEDGE DRIVE NE
ROCHESTER,MN55906
OUTPATIENT PHYSICIAN CLINIC
2 MAYO FAMILY CLINIC NW
4111 HIGHWAY 52 NORTH
ROCHESTER,MN55901
OUTPATIENT PHYSICIAN CLINIC
3 MAYO FAMILY CLINIC KASSON
411 WEST MAIN
KASSON,MN55944
OUTPATIENT PHYSICIAN CLINIC
4 NORTH MAYO EXPRESS CARE
3454 55TH ST NW SUITE 430
ROCHESTER,MN55901
CLINIC
5 SOUTH MAYO EXPRESS CARE
500 CROSSROADS DRIVE SW
ROCHESTER,MN55902
CLINIC
6 MAYO CLINIC AT MALL OF AMERICA
120 SOUTH AVENUE
BLOOMINGTON,MN55425
OUTPATIENT PHYSICIAN CLINIC
7
8
9
10
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; Part V, Section A; and Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any 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.
8 Facility reporting group(s). If applicable, for each hospital facility in a facility reporting group provide the descriptions required for Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22.
Identifier ReturnReference Explanation
    PART I, LINE 6A: THE ANNUAL REPORT 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 ARE NOT BASED ON A COST-TO-CHARGE RATIO.
    PART I, LINE 7G: THE FOLLOWING NET COMMUNITY BENEFIT COST ATTRIBUTED TO A PHYSICIAN CLINIC WAS INCLUDED AS SUBSIDIZED HEALTH SERVICES: $170,787,504.
    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 $ 21573650.
    PART II: MAYO CLINIC IS DEDICATED TO SUPPORTING THE HEALTH OF THE LOCAL COMMUNITIES NEAREST ITS FACILITIES AND TO POSITIVELY IMPACTING LOCAL, REGIONAL AND NATIONAL HEALTH FOR ALL PEOPLE THROUGH PROLIFERATION OF ITS ADVANCES IN MEDICAL PRACTICE, RESEARCH AND EDUCATION. MAYO CLINIC'S COMMUNITY BUILDING ACTIVITIES REFLECT ITS BELIEF THAT IN ADDITION TO TRADITIONAL MEDICAL CARE, COMMUNITY HEALTH IS LARGELY IMPACTED BY MANY SOCIETAL INFLUENCES, SUCH AS SOCIAL, LIFESTYLE, EDUCATIONAL, ECONOMIC, AND ENVIRONMENTAL FACTORS.THROUGH ITS OFFICE OF COMMUNITY RELATIONS, MAYO CLINIC INVESTS IN, AND PARTNERS WITH, HUNDREDS OF COMMUNITY GROUPS AND ORGANIZATIONS TO ENSURE ITS LOCAL COMMUNITY IS: - A WELCOMING, HEALTHY ENVIRONMENT - AN ENVIRONMENT THAT ATTRACTS AND SUSTAINS A DIVERSE WORKFORCE TO DELIVER THE BEST PATIENT CARE, RESEARCH AND EDUCATION FOR THE PROMOTION OF THE HEALTH AND WELL BEING OF PATIENTS AND THE GENERAL PUBLIC.AS PART OF ITS COMMUNITY CONTRIBUTIONS PROGRAM, MAYO CLINIC PROVIDES FUNDING AND IN-KIND SUPPORT FOR NEW AND ONGOING PROGRAMS THAT ULTIMATELY SUPPORT HEALTH, SUCH AS BASIC HUMAN SERVICES, EDUCATION AND WORKFORCE DEVELOPMENT, YOUTH AND ELDERLY ENRICHMENT OPPORTUNITIES, THE ARTS AND CULTURAL ENRICHMENT, DIVERSITY, AND OTHERS. MAYO CLINIC GUIDELINES STATE THAT ITS PHILOTHROPIC SUPPORT AND COMMUNITY BUILDING ACTIVITIES SHOULD: - ADDRESS SIGNIFICANT AND EMERGENT NEEDS WITHIN THE COMMUNITY (EDUCATION AND WORKFORCE DEVELOPMENT, AFFORDABLE AND ACCESSIBLE COMMUNITY RESOURCES, DIVERSITY) - ENHANCE MAYO'S CAPACITY TO MEET ITS MISSION - IMPROVE THE HEALTH OF INDIVIDUALS IN THE COMMUNITY - ENABLE LONG-TERM CAPACITY BUILDING AND SUSTAINABILITY FOR MEETING COMMUNITY NEEDS - DEMONSTRATE PARTNERSHIP BUILDING AND COLLABORATION WITH COMMUNITY PARTNERSIN ADDITION TO DIRECT AND INDIRECT MONETARY AND IN-KIND SUPPORT, MAYO CLINIC APPOINTS REPRESENTATIVES FROM ITS STAFF TO SERVE ON NUMEROUS NONPROFIT BOARDS AND COMMUNITY TASK FORCES TO ENHANCE THE CAPACITY OF LOCAL ORGANIZATIONS FOR SUSTAINABILITY, COMMUNITY COLLABORATION, EFFICIENCY AND IMPACT. MAYO CLINIC REPRESENTATIVES WORK WITH COMMUNITY GROUPS TO DEVELOP AND NURTURE A SHARED VISION TO SOLVE COMPLEX AND SYSTEMIC COMMUNITY CHALLENGES SUCH AS HUNGER, GANG ACTIVITY AND YOUTH MENTORSHIP, EARLY CHILDHOOD DEVELOPMENT, DIVERSITY AND INCLUSIVENESS AND HEALTH CARE EDUCATION AND ACCESS.
    PART III, LINE 4: FOOTNOTE FROM MAYO CLINIC 2012 CONSOLIDATED AUDITED 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.METHODOLOGY FOR SCHEDULE H, PART III, LINE 2:BAD DEBT EXPENSE IS DETERMINED BASED ON GAAP AND IS EXPLAINED IN THE ACCOUNTS RECEIVABLE FOOTNOTE OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS.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.
    PART III, LINE 8: MAYO IS NOT REQUIRED TO FILE THE SAME COST REPORT THAT IS REQUIRED OF HOSPITALS AND REFERRED TO IN THE INSTRUCTIONS FOR CALCULATING THE AMOUNT TO REPORT IN PART III, SECTION B, LINE 6; HOWEVER, USING A COST-TO-CHARGE RATIO, MAYO DID HAVE A MEDICARE SHORTFALL OF $368,734,511 BASED ON MEDICARE REIMBURSEMENT OF $310,061,997 AND COSTS OF $678,796,507. BOTH REVENUE AND EXPENSE HAVE BEEN ADJUSTED TO ACCOUNT FOR MEDICARE REVENUE AND EXPENSES THAT ARE INCLUDED IN EDUCATION EXPENSES AND SUBSIDIZED HEALTH SERVICES. THE MEDICARE SHORTFALL REPORTED IN THE CORE FORM, PART III, PROGRAM SERVICE ACCOMPLISHMENTS, REPORTS THE TOTAL MEDICARE SHORTFALL RELATED TO PATIENT CARE AND IS THEREFORE NOT ADJUSTED FOR EDUCATION EXPENSE AND SUBSIDIZED HEALTH SERVICES.REASONS WHY MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT ARE: (1) ABSENT THE MEDICARE PROGRAM, IT IS LIKELY MANY OF THE INDIVIDUALS WOULD QUALIFY FOR FINANCIAL ASSISTANCE OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS; (2) BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS; (3) THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS; AND (4) THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFIT NEEDS.
    PART III, LINE 9B: MAYO CLINIC AND ITS AFFILIATES STRIVE TO ASSIST ALL PATIENTS IN MEETING THEIR FINANCIAL OBLIGATION PRIOR TO ENLISTING THE ASSISTANCE OF A COLLECTION AGENCY BY MAKING REASONABLE ATTEMPTS TO COLLECT FROM INSURANCE COMPANIES AND OTHER THIRD-PARTY PAYORS. IN ADDITION, MAYO CLINIC AND ITS AFFILIATES ACCEPT REASONABLE PAYMENT PLANS FROM PATIENTS WHEN AN ACCOUNT IS THE PATIENT'S RESPONSIBILITY AND TRY TO IDENTIFY THOSE PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE. FINANCIAL ASSISTANCE IS OFFERED TO ANY PATIENT IF THE FACTS AND CIRCUMSTANCES SUGGEST THAT THE PATIENT DOES NOT HAVE THE ABILITY TO PAY THEIR BILL IN WHOLE OR IN PART. IN THE EVENT THAT AN ACCOUNT IS REFERRED TO A COLLECTION AGENCY, GUIDELINES ARE FOLLOWED; INCLUDING SUSPENDING ALL COLLECTION ACTIVITY IF A FINANCIAL ASSISTANCE APPLICATION HAS BEEN SUBMITTED AFTER THE ACCOUNT HAS BEEN REFERRED FOR COLLECTION. IF A COLLECTION AGENCY IDENTIFIES A PATIENT AS MEETING MAYO CLINIC'S FINANCIAL ASSISTANCE ELIGIBILTY CRITERIA OR THE PATIENT ASKS TO APPLY FOR FINANCIAL ASSISTANCE, COLLECTION ACTIVITY IS SUSPENDED UNTIL MAYO REVIEWS THE ACCOUNT FOR FINANCIAL ASSISTANCE ELIGIBILITY BASED ON SUBMISSION OF REQUESTED INFORMATION. COLLECTION ACTIVITY WOULD ONLY RESUME IF MAYO WOULD TELL THE COLLECTION AGENCY TO PURSUE COLLECTIONS ON THE BALANCE OR PARTIAL BALANCE IF THERE WAS A CHARITY ADJUSTMENT.
MAYO CLINIC   PART V, SECTION B, LINE 14G: WITH REGARD TO THE POSTINGS WITHIN THE HOSPITAL FACILITY, A BROCHURE IS MADE AVAILABLE IN NUMEROUS LOCATIONS THROUGHOUT THE FACILITY WHICH DESCRIBES THE FINANCIAL ASSISTANCE POLICY, HOW TO APPLY FOR FINANCIAL ASSISTANCE, AND GIVES THE INTERNET ADDRESS WHERE THE COMPLETE POLICY CAN BE OBTAINED.
MAYO CLINIC   PART V, SECTION B, LINE 18E: FINANCIAL ASSISTANCE INFORMATION IS AVAILABLE TO EVERY PATIENT VIA MAYO'S PUBLIC WEBSITE, FROM CUSTOMER SERVICE AND PATIENT ACCESS LOCATIONS, AND IS REFERENCED ON MAYO'S AUTHORIZATION FORMS AND STATEMENTS. IN ADDITION, BROCHURES ARE AVAILABLE IN THE ADMISSIONS AREA AND THE PROCESS OF HOW TO APPLY IS AVAILABLE ON THE MAYO CLINIC WEBSITE.UPON ADMISSION, IF THE PATIENT DOES NOT HAVE INSURANCE OR EXPRESSES AN INABILITY TO PAY, MAYO DISCUSSES ALL AVAILABLE OPTIONS INCLUDING STATE AND FEDERAL FUNDING AS WELL AS CHARITY CARE.MONTHLY STATEMENTS ARE SENT TO PATIENTS THAT OUTLINE CURRENT CHARGES AND ACTIONS WITH INSURANCE AND INCLUDES INFORMATION ABOUT MAYO'S CHARITY CARE POLICY. SOME MAYO SITES UTILIZE ADVOCATES TO CONTACT THE PATIENT UPON DISCHARGE TO HELP THEM SECURE GOVENMENTAL ASSISTANCE OR FINANCIAL ASSISTANCE.EACH CHARITY CARE REVIEW IS DOCUMENTED IN MAYO'S BILLING SYSTEM AND COMMUNICATED TO THE PATIENT. COMPLETED CHARITY CARE FORMS ARE MAINTAINED EITHER IN PAPER OR ELECTRONIC FORMAT. THE PATIENT IS INFORMED REGARDING THE OUTCOME OF THE REVIEW.MAYO OFTEN IDENTIFIES CHARITY CARE OPPORTUNITIES AFTER THE PATIENT HAS BEEN DISMISSED. IN MANY CASES, THIS IS DUE TO LIMITED INSURANCE COVERAGE OR INSURANCE DENIALS AFTER THE SERVICE WAS PERFORMED. IN THESE CASES, WHEN A PATIENT EXPRESSES AN INABILITY TO PAY FOR THEIR SERVICES, STAFF WILL INITIATE A CHARITY REVIEW AS INDICATED BY THE FINANCIAL ASSISTANCE POLICY, WHICH IS AVAILABLE FOR EVERY PATIENT AT MAYOCLINIC.ORG.
MAYO CLINIC   PART V, SECTION B, LINE 20D: OUR POLICY ALLOWS FOR A MINIMUM DISCOUNT OF 20% TO ELIGIBLE INDIVIDUALS WHICH RESULTS IN AN AMOUNT LESS THAN THE AVERAGE OF THE THREE BEST NEGOTIATED COMMERCIAL RATES OR THE BEST NEGOTIATED COMMERCIAL RATE.
    PART VI, LINE 2: MAYO CLINIC ATTRACTS PATIENTS FROM AREAS FAR BEYOND THE IMMEDIATE COMMUNITIES WHERE ITS FACILITIES ARE LOCATED, COMING FROM EVERY STATE AND NEARLY 135 FOREIGN COUNTRIES. BESIDES ITS PRINCIPAL FACILITIES LOCATED IN ROCHESTER, MN, PHOENIX AND SCOTTSDALE, AZ AND JACKSONVILLE, FL, MAYO CLINIC HAS A NETWORK OF COMMUNITY BASED HEALTH CARE PROVIDERS IN MORE THAN 70 COMMUNITIES THROUGHOUT MINNESOTA,IOWA,WISCONSIN AND GEORGIA. MAYO CLINIC SUPPORTS AND COORDINATES EFFORTS TO IMPROVE THE HEALTH AND WELL BEING WITHIN EACH OF THE COMMUNITIES IT SERVES AND ALSO CONDUCTS MEDICAL EDUCATION AND RESEARCH ACTIVITIES TO ADVANCE THE SCIENCE OF MEDICINE TO BENEFIT REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIES. IN ROCHESTER, MAYO CLINIC WORKS COLLABORATIVELY WITH ITS AFFILIATED ENTITIES (MAYO CLINIC - SAINT MARYS HOSPITAL AND MAYO CLINIC - METHODIST HOSPITAL), THROUGH COMMON GOVERNANCE AND SHARED SYSTEMS, POLICIES AND PROCEDURES 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 OLMSTED COUNTY REST ON FOUR GUIDING PRINCIPLES DEVELOPED WITH COMMUNITY PARTNERS AND AFFIRMED BY MAYO LEADERSHIP:1. HEALTH IS VALUED BY BOTH THE COMMUNITY AND MAYO.2. "HEALTH" IS DETERMINED BY BOTH MEDICAL AND NON-MEDICAL (E.G., SOCIAL AND BEHAVIORAL) FACTORS AND BOTH MUST BE ADDRESSED.3. MAYO IS COMMITTED TO PRODUCING MEASURABLE IMPROVEMENTS IN THE HEALTH OF ALL OLMSTED COUNTY RESIDENTS.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 REGULARLY SEEKS INPUT TO COORDINATE EFFORTS TO ADDRESS COMMUNITY NEEDS IN A TIMELY, EFFICIENT AND EFFECTIVE MANNER. MAYO ANNUALLY REVIEWS COMMUNITY NEEDS ASSESSMENTS CONDUCTED BY THE PUBLIC HEALTH DEPARTMENT, SOCIAL SERVICES, AND OTHER COMMUNITY ORGANIZATIONS SUCH AS UNITED WAY AND THE SALVATION ARMY THAT SERVE BROAD COMMUNITY HEALTH NEEDS. THESE ASSESSMENTS ARE USED TO DETERMINE SERVICES CURRENTLY AVAILABLE AND TO IDENTIFY GAPS THAT CAN BE ADDRESSED IN MAYO'S RESPONSE TO MEET THE COMMUNITY'S HEALTH CARE NEEDS. MAYO ALSO PROVIDES SHARED LEADERSHIP FOR THE OLMSTED COUNTY COMMUNITY HEALTHCARE ACCESS COLLABORATIVE (CHAC). CHAC IS A MULTICULTURAL VOLUNTEER COALITION OF OVER 20 HEALTH CARE RELATED SERVICE PROVIDERS, PUBLIC HEALTH, SOCIAL SERVICE, AND OTHER ORGANIZATIONS FROM THE GOVERNMENT, PRIVATE AND NOT-FOR-PROFIT SECTORS. CHAC WORKS TO ADDRESS HEALTH CARE NEEDS FOR ALL RESIDENTS OF OLMSTED COUNTY WITH SPECIAL EMPHASIS ON DIVERSE AND UNDER-RESOURCED POPULATIONS. PRIORITIES ARE ESTABLISHED BASED ON THE REVIEW OF COMMUNITY-WIDE NEEDS, AN ANALYSIS OF EXISTING SERVICES AND BY IMPLEMENTING STRATEGIES TO CLOSE GAPS. THE PLANNING PROCESS FOR CHAC ACTIVITY OCCURS THROUGH A COMMON COMMUNICATION PROCESS, INCLUDING MONTHLY MEETINGS AND A PUBLICLY ACCESSIBLE WEB SITE (WWW.CHACMN.ORG ) SUPPLEMENTED BY INPUT FROM A COMMUNITY ADVISORY BOARD (CAB). THE CAB IS 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 CAB INCLUDE SETTING PRIORITIES FOR HEALTH IMPROVEMENT PROJECTS, PROVIDING INPUT TO COLLABORATIVE PROJECTS AMONG SERVICE PROVIDERS AND FACILITATING DIALOG BETWEEN PROVIDERS AND THE COMMUNITY.WITHIN MAYO, COMMUNITY HEALTH ASSESSMENT INITIATIVES ARE COORDINATED THROUGH THE COMMUNITY ENGAGEMENT COMMITTEE (CEC). CEC INCLUDES REPRESENTATIVES FROM PRACTICE, EDUCATION AND RESEARCH WITHIN MAYO AS WELL AS MEMBERS FROM THE COMMUNITY. THE ROLES OF THE CEC ARE TO MONITOR IMPLEMENTATION OF OVERALL MAYO COMMUNITY ENGAGEMENT STRATEGIES AND TO FOSTER THE DEVELOPMENT OF LONG-TERM, MUTUALLY BENEFICIAL RELATIONSHIPS BETWEEN MAYO AND THE COMMUNITY. CEC MEETS MONTHLY AND REPORTS REGULARLY TO THE MAYO PRESIDENT AND CEO AS WELL AS TO INSTITUTIONAL COMMITTEES. WITHIN THE PRACTICE FUNCTION OF MAYO, A COMMUNITY HEALTH COUNCIL (CHC) FACILITATES COMMUNITY ACCESS TO AND PARTICIPATION IN PATIENT CARE AND COMMUNITY OUTREACH INITIATIVES. CHC IS GUIDED BY CEC, WITH INPUT FROM COMMUNITY ADVISORY BOARDS (CAB) DESCRIBED ABOVE.CHC IS PART OF AN INTEGRATED PRACTICE UNIT THAT FOCUSES ON PRIMARY CARE DELIVERY FOR THE LOCAL COMMUNITY WHICH REQUIRES DIFFERENT APPROACHES THAN THOSE PATIENTS WHO UTILIZE MAYO'S SPECIALTY CARE SERVICES. CHC SERVES TO OVERSEE, COORDINATE AND LINK INITIATIVES IN PRACTICE AND EDUCATION THAT HAVE THE POTENTIAL TO IMPACT THE COMMUNITY OR LOCAL HEALTH-RELATED SERVICE PROVIDERS. ALTHOUGH CHC IS PRIMARILY FOCUSED ON PRACTICE AND EDUCATION ACTIVITIES, IT HAS LINKS TO RESEARCH RESOURCES WHICH CAN BE DIRECTED TOWARDS COMMUNITY INITIATIVES THAT WOULD BENEFIT FROM A RESEARCH APPROACH OR TECHNICAL EXPERTISE. AN 18 MEMBER CAB CHAIRED BY COMMUNITY MEMBERS HELPS CHC IDENTIFY AND PRIORITIZE NEEDS, CONNECTS THE COMMUNITY TO MAYO PERSONNEL, REVIEWS PROPOSALS FOR MAYO OUTREACH ACTIVITIES, PROVIDES FEEDBACK ON THE RESULTS OF THESE ACTIVITIES AND GIVES INPUT FOR NEW PROGRAMS.FROM A RESEARCH PERSPECTIVE, MAYO'S CENTER FOR TRANSLATIONAL SCIENCE ACTIVITY (CTSA, HTTP://CTSA.MAYO.EDU/COMMUNITY/INDEX.HTML) PLANS INPUT SESSIONS WITH 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 TO INCREASE COMMUNITY INVOLVEMENT IN RESEARCH AND TO RECRUIT A DIVERSE POPULATION OF RESEARCH SUBJECTS. IN PARTNERSHIP WITH CTSA EDUCATION RESOURCES, CTSA HAS DEVELOPED A SERIES OF COMMUNITY ENGAGEMENT EDUCATION MODULES FOR RESEARCH INVESTIGATORS. THESE EFFORTS HAVE RESULTED IN A VARIETY OF RESEARCH ACTIVITIES THAT INVOLVE NOT ONLY THE OLMSTED COUNTY COMMUNITY BUT ALSO OTHER COMMUNITIES THROUGHOUT THE REGION. EXAMPLES OF THESE ACTIVITIES INCLUDE COLLABORATIONS 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 MEETING THE NEEDS OF THE COMMUNITY IS THE ROCHESTER EPIDEMIOLOGY PROJECT (REP, HTTP://WWW.ROCHESTERPROJECT.ORG/), A COLLABORATION OF MAYO WITH OLMSTED MEDICAL CENTER AND ROCHESTER FAMILY MEDICINE CLINIC. REP LINKS TOGETHER NEARLY ALL THE MEDICAL RECORDS OF THE RESIDENTS OF OLMSTED COUNTY, MAKING IT POSSIBLE TO CONDUCT POPULATION-BASED RESEARCH OF MOST MEDICAL CONDITIONS. THIS UNIQUE RESEARCH INFRASTRUCTURE PROVIDES AN EXTENSIVE DATA REPOSITORY OF CARE DELIVERED TO COMMUNITY RESIDENTS FOR ALMOST HALF A CENTURY AND IS VIRTUALLY UNPARALLELED IN THE UNITED STATES. REP HAS BEEN USED BY HUNDREDS OF INVESTIGATORS TO DEVELOP STUDIES ON A WIDE RANGE OF MEDICAL CONDITIONS AND HAS RESULTED IN OVER 2,000 PUBLICATIONS SINCE 1966.ANOTHER COMPONENT OF ASSESSING COMMUNITY HEALTH NEEDS IS THE COMMUNITY CONTRIBUTIONS PROGRAM FACILITATED BY A COMMUNITY CONTRIBUTIONS COMMITTEE (CCC) WITHIN MAYO'S OFFICE OF COMMUNITY RELATIONS. THIS PROGRAM CONSIDERS MONETARY AND IN-KIND REQUESTS FROM COMMUNITY ORGANIZATIONS THAT ALIGN WITH MAYO'S EFFORTS TO DIRECTLY OR INDIRECTLY PROMOTE HEALTH AND WELLNESS. SUCH REQUESTS FOR PHILANTHROPIC SUPPORT ARE CONSIDERED AND RESPONDED TO BASED ON PUBLISHED GUIDELINES AND PRIORITIES. BY MONITORING REQUESTS WITHIN SPECIFIC FOCUS AREAS, CCC IDENTIFIES NEEDS WITHIN VARIOUS SECTORS WITHIN THE COMMUNITY. REVIEW OF REQUESTS ALSO PROVIDES AN OPPORTUNITY FOR MAYO STAFF TO MEET WITH INDIVIDUAL ORGANIZATIONS TO BETTER UNDERSTAND NEEDS AND OPPORTUNITIES FOR COLLABORATION. MAYO PROVIDES CONSIDERABLE IN-KIND SUPPORT TO LOCAL ORGANIZATIONS IN THE FORM OF LEGAL, ADMINISTRATIVE, FACILITIES, FINANCIAL ANALYSIS, PRINTING, MARKETING AND OTHER AREAS OF EXPERTISE TO HELP BUILD THE CAPACITY OF COMMUNITY ORGANIZATIONS TO BE SUSTAINABLE AND EFFECTIVE IN SERVING THE NEEDS OF THE COMMUNITY.
    PART VI, LINE 3: MEASURES TO PUBLICIZE FINANCIAL ASSISTANCE POLICY:MAYO CLINIC IS COMMITTED TO OFFERING FINANCIAL ASSISTANCE TO ELIGIBLE PATIENTS WHO DO NOT HAVE THE ABILITY TO PAY FOR THEIR MEDICAL SERVICES IN WHOLE OR IN PART. IN ORDER TO ACCOMPLISH THIS CHARITABLE GOAL, MAYO CLINIC AND MAYO CLINIC HEALTH SYSTEM SITES WIDELY PUBLICIZE THIS POLICY IN THE COMMUNITIES THAT THE INDIVIDUAL MAYO CLINIC AFFILIATED SITES SERVE. MAYO CLINIC AFFILIATED SITES MAKE COPIES OF THIS POLICY AVAILABLE BY POSTING IT ON THEIR WEBPAGE INCLUDING THE ABILITY TO DOWNLOAD A COPY OF THE POLICY FREE OF CHARGE. INDIVIDUALS IN THE COMMUNITY SERVED WILL BE ABLE TO OBTAIN A COPY OF THE POLICY IN LOCATIONS THROUGHOUT EACH MAYO CLINIC AFFILIATED SITE OR UPON REQUEST. THE POLICY EXPLAINS THE FINANCIAL ASSISTANCE PROGRAM AND FACTORS AFFECTING ELIGIBILITY. WITHIN THE HOSPITAL FACILITY, A BROCHURE IS MADE AVAILABLE IN NUMEROUS LOCATIONS THROUGHOUT THE FACILITY WHICH DESCRIBES THE FINANCIAL ASSISTANCE POLICY, HOW TO APPLY FOR FINANCIAL ASSISTANCE, AND GIVES THE INTERNET ADDRESS WHERE THE COMPLETE POLICY CAN BE OBTAINED.
    PART VI, LINE 4: MAYO CLINIC SERVES THE POPULATION OF OLMSTED COUNTY IN MINNESOTA AS WELL AS A WIDER REGIONAL, NATIONAL, AND EVEN INTERNATIONAL POPULATION. OLMSTED COUNTY HAS A POPULATION OF 144,248 RESIDENTS IN 60,495 HOUSING UNITS ACCORDING TO THE 2010 CENSUS. FOURTEEN PERCENT OF THESE RESIDENTS ARE NONWHITE AND 74% LIVE WITHIN THE CITY OF ROCHESTER. THE MAJORITY OF MAYO CLINIC PATIENTS COME FROM A 150 MILE RADIUS OF ROCHESTER MINNESOTA HOWEVER OVER 50% OF MAYO CLINIC PATIENTS COME FROM OUTSIDE THE STATE OF MINNESOTA, COMING FROM ALL 50 STATES AND NEARLY 135 FOREIGN COUNTRIES. ALTHOUGH IT SERVES A WIDE RANGE OF HEALTH CARE NEEDS INCLUDING PRIMARY AND COMMUNITY CARE, MAYO CLINIC IS ESPECIALLY FOCUSED IN PROVIDING TERTIARY CARE AND SPECIALTY TREATMENT OF THE MORE UNUSUAL AND DIFFICULT MEDICAL CASES.
    PART VI, LINE 5: MAYO CLINIC AND ITS AFFILIATES ARE LARGE, MULTI-FACETED, INTEGRATED, NOT-FOR-PROFIT GROUP PRACTICES AND HEALTH SYSTEMS. AT MAYO CLINIC, DOCTORS FROM EVERY MEDICAL SPECIALTY WORK TOGETHER TO CARE FOR PATIENTS, JOINED BY COMMON SYSTEMS AND A PHILOSOPHY OF "THE NEEDS OF THE PATIENT COME FIRST." THE ORGANIZATIONS (INCLUDING HOSPITAL AND NON-HOSPITAL ENTITIES) WORK TOGETHER TO SERVE THEIR COMMUNITIES AT THE LOCAL, REGIONAL, NATIONAL, AND GLOBAL LEVELS. THIS COMMUNITY BENEFIT HAPPENS THROUGH ITS FOCUS ON PATIENT CARE, EDUCATION, AND RESEARCH. SPECIFICALLY, THE TAX-EXEMPT PURPOSE OF MAYO CLINIC AND ITS AFFILIATES IS THREE-FOLD:PRACTICE - PRACTICE MEDICINE AS AN INTEGRATED TEAM OF COMPASSIONATE, MULTI-DISCIPLINARY PHYSICIANS, SCIENTISTS AND ALLIED HEALTH PROFESSIONALS WHO ARE FOCUSED ON THE NEEDS OF PATIENTS FROM OUR COMMUNITIES, REGIONS, THE NATION AND THE WORLD.EDUCATION - EDUCATE PHYSICIANS, SCIENTISTS AND ALLIED HEALTH PROFESSIONALS AND BE A DEPENDABLE SOURCE OF HEALTH INFORMATION FOR OUR PATIENTS AND THE PUBLIC.RESEARCH - CONDUCT BASIC AND CLINICAL RESEARCH PROGRAMS TO IMPROVE PATIENT CARE AND TO BENEFIT SOCIETY, INCLUDING PARTNERING WITH MAYO CLINIC HEALTH SYSTEM PRACTICES TO PERFORM PRACTICE-BASED RESEARCH DESIGNED TO IMPROVE PATIENT CARE.THROUGH ITS MISSION, MAYO CLINIC AND ITS AFFILIATES ENRICH THE COMMUNITIES IN WHICH THEY OPERATE AS WELL AS THE BROADER COMMUNITY - IMPROVING MEDICINE THROUGH RESEARCH, EDUCATING PHYSICIANS AND OTHER HEALTH CARE PROVIDERS, AND PROVIDING CARE AND SUPPORT TO PEOPLE IN NEED. PLEASE REFER TO THE PROGRAM SERVICE ACCOMPLISHMENTS ON FORM 990, PART III, FOR FURTHER DESCRIPTION OF THE FILING ORGANIZATION'S ACTIVITIES.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 BODYTHE BOARD OF TRUSTEES IS THE GOVERNING BODY OF MAYO CLINIC. A MAJORITY OF ITS MEMBERS ARE EXTERNAL, INDEPENDENT TRUSTEES. IT HAS OVERALL RESPONSIBILITY FOR THE CHARITABLE, CLINICAL PRACTICE, SCIENTIFIC AND EDUCATIONAL MISSION AND PURPOSES OF MAYO CLINIC AND ITS AFFILIATES AS SET FORTH IN ITS ARTICLES OF INCORPORATION AND BYLAWS. BECAUSE OF MAYO CLINIC'S NATIONAL PRESENCE, THESE TRUSTEES ARE SELECTED BASED ON THEIR AREAS OF EXPERTISE, WHETHER IN HEALTH CARE POLICY, BUSINESS, GOVERNMENT OR ANOTHER FIELD. THE PATIENTS OF THE FILING ORGANIZATION HAVE ACCESS TO AN EMERGENCY ROOM OPERATED BY A RELATED ENTITY ADJACENT TO OR IN CLOSE PROXIMITY TO THE FILING ORGANIZATION.
    PART VI, LINE 6: MAYO CLINIC IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT MEDICAL GROUP PRACTICE IN THE WORLD, BRINGING TOGETHER TEAMS OF EXPERTS TO PROVIDE HIGH-QUALITY, AFFORDABLE AND COMPASSIONATE CARE TO EACH PATIENT CONSISTENT WITH ITS 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". TO ACCOMPLISH ITS MISSION, MAYO CLINIC IS PART OF A MULTI-ENTITY ORGANIZATIONAL STRUCTURE CONSISTING OF HOSPITALS, CLINICS, HEALTH CARE PROVIDERS AND OTHER ENTITIES PROVIDING HEALTH CARE RELATED SERVICES AND KNOWLEDGE DELIVERY TO THE PUBLIC THROUGHOUT THE WORLD. MAYO CLINIC WORKS COLLABORATIVELY WITH ITS AFFILIATED HOSPITALS (MAYO CLINIC - SAINT MARYS HOSPITAL AND MAYO CLINIC - METHODIST HOSPITAL) IN ROCHESTER, MN TO FORM AN INTEGRATED MEDICAL CENTER DEDICATED TO PROVIDING COMPREHENSIVE DIAGNOSIS AND TREATMENT IN VIRTUALLY EVERY MEDICAL AND SURGICAL SPECIALTY. MAYO CLINIC IS ALSO THE SOLE MEMBER OF MAYO CLINIC ARIZONA AND MAYO CLINIC JACKSONVILLE WHICH PROVIDE SERVICES TO PATIENTS IN THE SOUTHWEST AND SOUTHEAST REGIONS OF THE US. IN THE MIDWEST, MAYO CLINIC HEALTH SYSTEM SERVES OVER 70 COMMUNITIES IN MINNESOTA, WISCONSIN AND IOWA THROUGH A NETWORK OF COMMUNITY-BASED PHYSICIANS TO PROVIDE QUALITY HEALTH CARE CLOSE TO HOME BUT SUPPORTED BY THE HIGHLY SPECIALIZED EXPERTISE AND RESOURCES OF MAYO CLINIC. UTILIZING COMMON GOVERNANCE AND SHARED SYSTEMS, POLICIES AND PROCEDURES WHENEVER POSSIBLE, MAYO CLINIC STRIVES TO PROVIDE CONSISTENT, HIGH QUALITY HEALTH CARE SERVICES AND KNOWLEDGE DELIVERY REGARDLESS OF WHERE AND HOW THESE ARE PROVIDED. A 31-MEMBER BOARD OF TRUSTEES COMPOSED OF A MAJORITY OF PUBLIC MEMBERS ALONG WITH MAYO CLINIC PHYSICIANS AND ADMINISTRATORS ENSURE THE ENTIRE ORGANIZATION REMAINS TRUE TO ITS MISSION AND CULTURE OF PROMOTING THE COMMON GOOD BY PROVIDING FOR THE HEALTH CARE NEEDS OF THE PUBLIC RATHER THAN FOR PRIVATE BENEFIT. 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 3,800 STAFF PHYSICIANS AND SCIENTISTS, 3,600 RESIDENTS, FELLOWS, AND STUDENTS, AND 50,900 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.IN ADDITION TO PROVIDING HEALTH CARE SERVICES TO PATIENTS LOCALLY, REGIONALLY, NATIONALLY AND INTERNATIONALLY, ALL MAYO CLINIC LOCATIONS ENGAGE IN COMMUNITY OUTREACH ACTIVITIES TO IMPROVE COMMUNITY HEALTH AND RESPOND TO LOCAL COMMUNITY NEEDS.FOR MORE SPECIFIC DESCRIPTION, SEE THE RESPONSE TO CORE FORM, PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS, LINE 4B (REPORTED IN SCHEDULE O).
  PART VI, LINE 7 NEITHER THE FILING ORGANIZATION, NOR ANY RELATED ORGANIZATION, FILES A COMMUNITY BENEFIT REPORT WITH ANY STATE OTHER THAN THE EXTENT TO WHICH COMMUNITY BENEFIT INFORMATION IS INCLUDED IN OTHER REPORTING REQUIREMENTS SUCH AS INFORMATION PROVIDED ON THE MINNESOTA HOSPITAL ANNUAL REPORT OR TO THE WISCONSIN HOSPITAL ASSOCIATION.
Schedule H (Form 990) 2012
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
2012
Open to Public
Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number
41-6011702
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. Part II can be duplicated if additional space is needed.
(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) ADVOCATE HEALTH AND HOSPITALS CORPORATION DBA ADVOCATE S SUBURBAN HOSP
2025 WINDSOR DR
OAK BROOK,IL60523
36-2169147 501(C)(3) 13,200       SUPPORT RESEARCH PROGRAM
(2) AGILEX TECHNOLOGIES INC
5155 PARKSTONE DR
CHANTILLY,VA20151
20-5967657   195,512       SUPPORT RESEARCH PROGRAM
(3) AGNESIAN HEALTHCARE INC DBA FON DU LAC REGIONAL CLINIC
420 E DIVISION ST
FOND DU LAC,WI54935
39-0807236 501(C)(3) 10,400       SUPPORT RESEARCH PROGRAM
(4) ALASKA NATIVE TRIBAL HEALTH CONSORTIUM
400 AMBASSADOR DR
ANCHORAGE,AK99508
92-0162721 501(C)(3) 293,270       SUPPORT RESEARCH PROGRAM
(5) ALTRU CANCER CENTER
960 SOUTH COLUMBIA RD
GRAND FORKS,ND58206
45-0368330 501(C)(3) 75,730       SUPPORT RESEARCH PROGRAM
(6) AMERICAN CANCER SOCIETY INC
250 WILLIAMS STREET NW
ATLANTA,GA30303
13-1788491 501(C)(3) 25,000       SUPPORT CHARITABLE PROGRAMS
(7) AMERICAN INDIAN CANCER FOUNDATION
800 IDS CENTER 80 SOUTH 8TH ST
MINNEAPOLIS,MN55402
27-0300026 501(C)(3) 5,000       SUPPORT RESEARCH PROGRAM
(8) ARBOR RESEARCH COLLABORATIVE FOR HEALTH
315 W HURON ST STE 360
ANN ARBOR,MI48103
38-3289521 501(C)(3) 29,885       SUPPORT RESEARCH PROGRAM
(9) ARIZONA STATE UNIVERSITY
PO BOX 875812
TEMPE,AZ852875812
86-0196696 STATE OF AZ 184,061       SUPPORT RESEARCH PROGRAM
(10) ATLANTA REGIONAL CCOPST JOSEPHS HOSPITAL
5665 PEACHTREE DUNWOODY RD NE
ATLANTA,GA30342
58-0566257 501(C)(3) 5,500       SUPPORT RESEARCH PROGRAM
(11) BASSETT MEDICAL CENTER
ONE ATWELL RD
COOPERSTOWN,NY13326
13-5596796 501(C)(3) 6,000       SUPPORT RESEARCH PROGRAM
(12) BAYLOR COLLEGE OF MEDICINE
PO BOX 4708
HOUSTON,TX772104708
74-1613878 501(C)(3) 678,137       SUPPORT RESEARCH PROGRAM
(13) BAYLOR RESEARCH INSTITUTE OF METABOLIC DISEASE
3812 ELM STREET
DALLAS,TX75226
75-1921898 501(C)(3) 126,561       SUPPORT RESEARCH PROGRAM
(14) BE THE MATCH FOUNDATION
3001 BROADWAY STREET NE NO 601
MINNEAPOLIS,MN554131753
41-1704734 501(C)(3) 10,000       SUPPORT CHARITABLE PROGRAMS
(15) BEAUFORT COUNTY HOSPITAL
628 E 12TH ST
WASHINGTON,NC27889
56-0675676 501(C)(3) 7,200       SUPPORT RESEARCH PROGRAM
(16) BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON
1201 9TH AVE
SEATTLE,WA981012795
91-0653422 501(C)(3) 347,188       SUPPORT RESEARCH PROGRAM
(17) BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE
BOSTON,MA02215
66-6000763 501(C)(3) 122,393       SUPPORT RESEARCH PROGRAM
(18) BIOLOGICS INC
120 WESTON OAKS CT
CARY,NC27513
56-1861614   9,500       SUPPORT RESEARCH PROGRAM
(19) BLACK DATA PROCESSING ASSOCIATION SE MN CHAPTER
423 MANOR BROOK LANE NW
ROCHESTER,MN55901
41-1929150 501(C)(3) 25,000       SUPPORT CHARITABLE PROGRAMS
(20) BOCA RATON REGIONAL HOSPITAL INC
800 MEADOWS RD
BOCA RATON,FL33486
59-1006663 501(C)(3) 7,200       SUPPORT RESEARCH PROGRAM
(21) BOLDER OPTIONS
2100 STEVENS AVE S
MINNEAPOLIS,MN55404
41-1909480 501(C)(3) 15,000       SUPPORT CHARITABLE PROGRAMS
(22) BOYS AND GIRLS CLUB OF ROCHESTER
1026 EAST CENTER STREET
ROCHESTER,MN55904
41-1945875 501(C)(3) 201,375       SUPPORT CHARITABLE PROGRAMS
(23) BRIDGEPORT HOSPITAL
267 GRANT ST
BRIDGEPORT,CT06610
06-0646554 501(C)(3) 40,329       SUPPORT RESEARCH PROGRAM
(24) BRIGHAM AND WOMENS HOSPITAL INC
75 FRANCIS ST
BOSTON,MA02115
04-2312909 501(C)(3) 225,035       SUPPORT RESEARCH PROGRAM
(25) CAMP VICTORY MINISTRIES INC
58212 403RD AVE
ZUMBRO FALLS,MN55991
31-1710184 501(C)(3) 10,000       SUPPORT CHARITABLE PROGRAMS
(26) CANCER CENTER OF KANSAS PA
PO BOX 1458
WICHITA,KS672011458
48-1181579   121,422       SUPPORT RESEARCH PROGRAM
(27) CANCER RESEARCH FOR THE OZARKS
1730 E REPUBLIC RD STE V
SPRINGFIELD,MO65804
43-1908796   15,330       SUPPORT RESEARCH PROGRAM
(28) CARL T HAYDEN MEDICAL RESEARCH FOUNDATION
650 E INDIAN SCHOOL RD RS151B
PHOENIX,AZ85012
86-0907729 501(C)(3) 9,044       SUPPORT RESEARCH PROGRAM
(29) CARLE CANCER CENTER
602 W UNIVERSITY AVE
URBANA,IL618012594
37-1188284   24,290       SUPPORT RESEARCH PROGRAM
(30) CARNEGIE INSTITUTION OF WASHINGTON
1530 P STREET NW
WASHINGTON,DC20005
53-0196523 501(C)(3) 9,047       SUPPORT RESEARCH PROGRAM
(31) CASE WESTERN RESERVE UNIVERSITY
WOLSTEIN RESEARCH BLDG 2-501 10900
EUCLID AVE LC 7284
CLEVELAND,OH44106
34-1018992 501(C)(3) 96,347       SUPPORT RESEARCH PROGRAM
(32) CEDAR RAPIDS ONCOLOGY ASSOCIATES
525 10TH ST SE
CEDAR RAPIDS,IA524031206
42-1280144 501(C)(3) 5,534       SUPPORT RESEARCH PROGRAM
(33) CELEBRATION OF A CITY INC
PO BOX 007
ROCHESTER,MN559030007
41-1479891 501(C)(3) 6,000       SUPPORT CHARITABLE PROGRAMS
(34) CENTERPHASE SOLUTION INC
600 E CRESCENT AVE STE 205
UPPER SADDLE RIVER,NJ07458
27-1102680   31,750       SUPPORT RESEARCH PROGRAM
(35) CENTRAL MAINE MEDICAL CENTER
12 HIGH ST STE 205
LEWISTON,ME04240
01-0211494 501(C)(3) 6,000       SUPPORT RESEARCH PROGRAM
(36) CHANNEL ONE INC
131 35TH ST SE
ROCHESTER,MN55904
41-1379713 501(C)(3) 17,500       SUPPORT CHARITABLE PROGRAMS
(37) CHARTERHOUSE INC
211 SECOND STREET NW
ROCHESTER,MN55901
41-1405254 501(C)(3) 10,243       SUPPORT CHARITABLE PROGRAMS
(38) CHICAGO ASSOCIATON FOR RESEARCH & EDUCATION IN SCIENCE
5TH AVE ROOSEVELT RD BLDG 1 RM C347
C347
HINES,IL60141
36-3334177 501(C)(3) 10,435       SUPPORT RESEARCH PROGRAM
(39) CHILDREN OF DESTINY
3270 19TH STREET NW SUITE 208
ROCHESTER,MN55901
06-1777757 501(C)(3) 15,000       SUPPORT CHARITABLE PROGRAMS
(40) CHILDREN'S DENTAL HEALTH SERVICES
903 WEST CENTER RM 8
ROCHESTER,MN55902
20-3677586 501(C)(3) 20,000       SUPPORT CHARITABLE PROGRAMS
(41) CHILDRENS HOSPITAL CORPORATION
300 LONGWOOD AVE
BOSTON,MA02115
04-2774441 501(C)(3) 399,438       SUPPORT RESEARCH PROGRAM
(42) CHILDRENS HOSPITAL MEDICAL CENTER
3333 BURNET AVENUE
CINCINNATI,OH452293039
31-0833936 501(C)(3) 24,581       SUPPORT RESEARCH PROGRAM
(43) CHILDRENS MEMORIAL HOSPITAL
2300 CHILDRENS PLAZA
CHICAGO,IL60614
36-2170833 501(C)(3) 104,142       SUPPORT RESEARCH PROGRAM
(44) CHORAL ARTS ENSEMBLE OF ROCHESTER
1001 14TH STREET NW ROOM/STE 900
ROCHESTER,MN55901
36-3465792 501(C)(3) 14,600       SUPPORT CHARITABLE PROGRAMS
(45) CHRISTIANA CARE HEALTH SERVICES INC
PO BOX 2653
WILMINGTON,DE19805
51-0103684 501(C)(3) 9,919       SUPPORT RESEARCH PROGRAM
(46) CITY OF ROCHESTER
201 4TH STREET SE
ROCHESTER,MN55904
41-6005494 CITY OF ROCHESTER,MN 26,000       SUPPORT COMMUNITY PROGRAMS
(47) CLEVELAND CLINIC FOUNDATION
PO BOX 931653
CLEVELAND,OH44193
34-0714585 501(C)(3) 331,269       SUPPORT RESEARCH PROGRAM
(48) CLINICAL DATA INTERCHANGE STANDARDS CONSORTIUM INC
PO BOX 2068
ROUND ROCK,TX78680
04-3503931 501(C)(3) 129,190       SUPPORT RESEARCH PROGRAM
(49) COLORADO CANCER RESEARCH PROGRAM
1720 S BELLAIRE ST STE 701
DENVER,CO80222
84-1090476 501(C)(3) 68,532       SUPPORT RESEARCH PROGRAM
(50) COLORADO STATE UNIVERSITY
8008 CAMPUS DELIVERY
FORT COLLINS,CO805238008
84-6000545 STATE OF CO 22,418       SUPPORT RESEARCH PROGRAM
(51) COLUMBIA UNIVERSITY
630 W 168TH ST UNIT 39
NEW YORK,NY10032
13-5598093 501(C)(3) 21,587       SUPPORT RESEARCH PROGRAM
(52) COLUMBUS CCOP DBA COLUMBUS COMMUNITY CLINICAL ONCOLOGY PROGRAM
1335 DUBLIN RD STE 124A
COLUMBUS,OH43215
31-1290751 501(C)(3) 26,753       SUPPORT RESEARCH PROGRAM
(53) COMMUNITY DENTAL CARE INC
1670 BEAM AVENUE NO 204
MAPLEWOOD,MN551091159
04-3692982 501(C)(3) 50,000       SUPPORT CHARITABLE PROGRAMS
(54) COMMUNITY FOOD RESPONSE
810 3RD AVE SE
ROCHESTER,MN55904
41-1757102 501(C)(3) 6,500       SUPPORT CHARITABLE PROGRAMS
(55) CONSULTING RADIOLOGISTS LTD
1221 NICOLLET MALL STE 600
MINNEAPOLIS,MN55403
41-0974675   8,800       SUPPORT RESEARCH PROGRAM
(56) CORNELL UNIVERSITY
PO BOX 6838
ITHACA,NY148516838
15-0532082 501(C)(3) 51,182       SUPPORT RESEARCH PROGRAM
(57) COTTON ONEIL CLINIC
901 GARFIELD
TOPEKA,KS666061695
48-6341644   19,200       SUPPORT RESEARCH PROGRAM
(58) DANA FARBER CANCER INSTITUTE INC
44 BINNEY ST
BOSTON,MA021156084
04-2263040 501(C)(3) 896,522       SUPPORT RESEARCH PROGRAM
(59) DARTMOUTH-HITCHCOCK MEDICAL CENTER
ONE MEDICAL CENTER DRIVE
LEBANON,NH03756
02-0222140 501(C)(3) 9,500       SUPPORT RESEARCH PROGRAM
(60) DAYTON CLINICAL ONCOLOGY PROGRAM INC
3525 SOUTHERN BLVD
KETTERING,OH454291221
31-1100389 501(C)(3) 73,256       SUPPORT RESEARCH PROGRAM
(61) DEACONESS BILLINGS CLINIC
2800 10TH AVE N PO BOX 37000
BILLINGS,MT59101
81-0231784 501(C)(3) 9,605       SUPPORT RESEARCH PROGRAM
(62) DELOITTE CONSULTING LLP
LOCKBOX 6447 1615 BRETT ROAD
NEW CASTLE,DE197202425
06-1454513   136,252       SUPPORT RESEARCH PROGRAM
(63) DINE COLLEGE FINANCE AND ACCOUNTING
ONE CIRCLE DRIVE
TSAILE,AZ86556
86-0215931   68,878       SUPPORT RESEARCH PROGRAM
(64) DIVERSITY COUNCIL
1130 1/1 7TH ST NW
ROCHESTER,MN55901
41-1709139 501(C)(3) 50,000       SUPPORT CHARITABLE PROGRAMS
(65) DONALD GUTHRIE FOUNDATION FOR EDUCATION & RESEARCH INC
1 GUTHRIE SQUARE
SAYRE,PA18840
24-6022957 501(C)(3) 7,790       SUPPORT RESEARCH PROGRAM
(66) DUKE UNIVERSITY
DUMC 3934
DURHAM,NC27710
56-0532129 501(C)(3) 6,421,653       SUPPORT RESEARCH PROGRAM
(67) DYSLEXIA INSTITUTE OF MINNESOTA INC
847 5TH ST NW
ROCHESTER,MN55901
41-1633734 501(C)(3) 15,000       SUPPORT CHARITABLE PROGRAMS
(68) ELDER NETWORK
1130 1/2 7TH ST NW SUITE 205
ROCHESTER,MN55901
41-1704390 501(C)(3) 20,000       SUPPORT CHARITABLE PROGRAMS
(69) EMORY UNIVERSITY SCHOOL OF MEDICINE
1365-B CLIFTON RD RMB 4404
ATLANTA,GA30322
58-0566256 501(C)(3) 208,457       SUPPORT RESEARCH PROGRAM
(70) ERLANGER HEALTH SYSTEM
975 E 3RD ST
CHATTANOOGA,TN37403
62-6000101 STATE OF TX 7,200       SUPPORT RESEARCH PROGRAM
(71) ESSENTIA INSTITUTE OF RURAL HEALTH
502 E SECOND ST
DULUTH,MN55805
27-1291124 501(C)(3) 62,940       SUPPORT RESEARCH PROGRAM
(72) FLORIDA STATE UNIVERSITY
OFFICE STUDENT FINANCIAL SERV A1500
UNIVERSITY CENTER
TALLAHASSEE,FL323069936
59-1961248 501(C)(3) 32,878       SUPPORT RESEARCH PROGRAM
(73) FRANCISCAN SKEMP FOUNDATION OF ARCADIA INC
27980 SOUTH ST JOSEPHS AVE
ARCADIA,WI54612
39-1322480 501(C)(3) 9,949       SUPPORT CHARITABLE PROGRAMS
(74) FRED HUTCHINSON CANCER RESEARCH CENTER
1100 FAIRVIEW AVE N
SEATTLE,WA98109
23-7156071 501(C)(3) 70,220       SUPPORT RESEARCH PROGRAM
(75) GAMEHAVEN COUNCIL INC BOY SCOUTS OF AMERICA
1124 SE 11TH ST
ROCHESTER,MN559044097
41-0698309 501(C)(3) 20,000       SUPPORT CHARITABLE PROGRAMS
(76) GEISINGER HEALTH SYSTEM
100 N ACADEMY AVE
STATE COLLEGE,PA16801
23-6291113 501(C)(3) 11,012       SUPPORT RESEARCH PROGRAM
(77) GEISINGER MEDICAL CENTER
100 N ACADEMY AVE
DANVILLE,PA178222001
24-0795959 501(C)(3) 58,504       SUPPORT RESEARCH PROGRAM
(78) GEORGE MASON UNIVERSITY
4400 UNIVERSITY DR
FAIRFAX,VA22030
54-0836354 STATE OF VA 125,194       SUPPORT RESEARCH PROGRAM
(79) GIFT OF LIFE INC
705 2ND STREET SW
ROCHESTER,MN55901
41-1495845 501(C)(3) 26,000       SUPPORT CHARITABLE PROGRAMS
(80) GIRL SCOUTS OF MINNESOTA AND WISCONSIN RIVER VALLEYS INC
400 ROBERT STREET SOUTH
ST PAUL,MN55107
41-0693910 501(C)(3) 25,000       SUPPORT CHARITABLE PROGRAMS
(81) GREAT PLAINS TRIBAL CHAIRMENS HEALTH BOARD
1770 RAND RD
RAPID CITY,SD57702
46-0420063 501(C)(3) 8,997       SUPPORT RESEARCH PROGRAM
(82) GREATER ROCHESTER ADVOCATES FOR UNIVERSITIES AND COLLEGES
310 S BROADWAY STE 300
ROCHESTER,MN55904
36-3517407 501(C)(3) 7,500       SUPPORT CHARITABLE PROGRAMS
(83) GROUP HEALTH COOPERATIVE CONTINUING MEDICAL EDUCATION
201 16TH AVE E
SEATTLE,WA98112
91-0511770 501(C)(3) 232,983       SUPPORT RESEARCH PROGRAM
(84) H LEE MOFFIT CANCER CENTER AND RESEARCH INSTITUTE INC
12902 MAGNOLIA DR
TAMPA,FL33612
59-2451713 501(C)(3) 81,650       SUPPORT RESEARCH PROGRAM
(85) HEALTH RESEARCH INC
PO BOX 2966
BUFFALO,NY142402966
14-1402155 501(C)(3) 51,917       SUPPORT RESEARCH PROGRAM
(86) HEALTHPARTNERS RESEARCH FOR EDUCATION AND RESEARCH
PO BOX 1524 MAIL STOP 21111R
MINNEAPOLIS,MN554401524
41-1670163 501(C)(3) 173,130       SUPPORT RESEARCH PROGRAM
(87) HEMATOLOGY ONCOLOGY ASSOCIATES OF THE QUAD CITIES
1351 E KIMBERLY RD STE 100
BETTENDORF,IA52722
42-1423259   6,000       SUPPORT RESEARCH PROGRAM
(88) HEMATOLOGYONCOLOGY ASSOCIATES OF CNY CCOP
5008 BRITTONFIELD PKWY
EAST SYRACUSE,NY13057
16-1184100   14,400       SUPPORT RESEARCH PROGRAM
(89) HEMOPHILIA FOUNDATION OF MINNESOTA DAKOTAS INC
750 S PLAZA DR STE 207
MENDOTA HEIGHTS,MN55120
41-6032276 501(C)(3) 10,000       SUPPORT CHARITABLE PROGRAMS
(90) HITTITE MICROWAVE CORPORATION
2 ELIZABETH DR
CHELMSFORD,MA01824
04-2854672   449,674       SUPPORT RESEARCH PROGRAM
(91) HOLY CROSS HOSPITAL
1500 FOREST GLEN RD
SILVER SPRING,MD209101483
52-0738041 501(C)(3) 19,160       SUPPORT RESEARCH PROGRAM
(92) HONORS CHOIRS OF SOUTHEAST MINNESOTA
1001 14TH STREET NW
ROCHESTER,MN559012534
41-1747145 501(C)(3) 15,000       SUPPORT CHARITABLE PROGRAMS
(93) HOPI TRIBE
PO BOX 123
KYKOTSMOVI,AZ86039
86-0134082   7,236       SUPPORT RESEARCH PROGRAM
(94) HUGO W MOSER RESEARCH INSTITUTE AT KENNEDY KRIEGER INC
707 NORTH BROADWAY
BALTIMORE,MD212051832
52-1524967 501(C)(3) 36,638       SUPPORT RESEARCH PROGRAM
(95) IHC HEALTH SERVICES INC INTERMOUNTAIN WORKMED
1685 W 2200 S
WEST VALLEY CITY,UT84119
94-2854057 501(C)(3) 413,542       SUPPORT RESEARCH PROGRAM
(96) IMMPORT THERAPEUTICS INC DBA ANTIGEN DISCOVERY INC
1 TECHNOLOGY DR STE E309
IRVINE,CA92618
05-0543092   55,000       SUPPORT RESEARCH PROGRAM
(97) INDIANA UNIVERSITY
575 RILEY HOSPITAL DR RM 004
INDIANAPOLIS,IN46202
35-6001673 STATE OF IN 75,685       SUPPORT RESEARCH PROGRAM
(98) INSTITUTE FOR CANCER RESEARCH
333 COTTMAN AVE
PHILADELPHIA,PA19111
23-6296135 501(C)(3) 11,705       SUPPORT RESEARCH PROGRAM
(99) INTER AMERICAN HEART FOUNDATION INC
7272 GREENVILLE AVE
DALLAS,TX752314596
75-2605363 501(C)(3) 125,000       SUPPORT RESEARCH PROGRAM
(100) INTERNATIONAL BUSINESS MACHINES
PO BOX 88808
ATLANTA,GA303568808
13-0871985   581,999       SUPPORT RESEARCH PROGRAM
(101) IOWA ONCOLOGY RESEARCH ASSOCIATION
300 E LOCUST ST STE 350
DES MOINES,IA503091854
42-1104334 501(C)(3) 68,393       SUPPORT RESEARCH PROGRAM
(102) ISD 535
EDUCATIONAL SERVICES CENTER 334
16TH ST SE
ROCHESTER,MN55904
41-6002803   30,103       SUPPORT RESEARCH PROGRAM & SUPPORT EDUCATIONAL PROGRAMS
(103) J CRAIG VENTER INSTITUTE
9704 MEDICAL CENTER DR
ROCKVILLE,MD20850
52-1842938 501(C)(3) 5,985       SUPPORT RESEARCH PROGRAM
(104) JOHNS HOPKINS UNIVERSITY
1101 E 33RD ST STE D200
BALTIMORE,MD21218
52-0595110 501(C)(3) 1,244,996       SUPPORT RESEARCH PROGRAM
(105) KAISER FOUNDATION RESEARCH INSTITUTE
1800 HARRISON ST 16TH FL
OAKLAND,CA946123433
94-1105628 501(C)(3) 7,700       SUPPORT RESEARCH PROGRAM
(106) KANSAS STATE UNIVERSITY
1800 DENISON AVE
MANHATTAN,KS665065660
48-0771751 STATE OF KS 34,560       SUPPORT RESEARCH PROGRAM
(107) LEHIGH VALLEY HOSPITAL
1200 S CODAR CREST BLVD
ALLENTOWN,PA181036202
23-1689692 501(C)(3) 37,500       SUPPORT RESEARCH PROGRAM
(108) LINDNER CENTER OF HOPE
4075 OLD WESTERN ROW RD
MASON,OH45040
13-4343743 501(C)(3) 61,856       SUPPORT RESEARCH PROGRAM
(109) LRGHEALTHCARE
80 HIGHLAND ST
LACONIA,NH03246
02-0222150 501(C)(3) 36,000       SUPPORT RESEARCH PROGRAM
(110) LUNA INNOVATIONS INC
2851 COMMERCE ST
BLACKSBURG,VA24060
54-1560050   127,417       SUPPORT RESEARCH PROGRAM
(111) MARSHALL UNIVERSITY RESEARCH CORPORATION EDWARD COMP CANCER CENTER
401 11TH ST STE 1400
HUNTINGTON,WV25701
55-0683361 501(C)(3) 8,050       SUPPORT RESEARCH PROGRAM
(112) MARSHFIELD CLINIC
1000 NORTH OAK AVE
MARSHFIELD,WI544495777
39-0452970 501(C)(3) 14,167       SUPPORT RESEARCH PROGRAM
(113) MARYLAND ONCOLOGY HEMATOLOGY
PO BOX 75581
BALTIMORE,MD212755581
11-3652573   163,846       SUPPORT RESEARCH PROGRAM
(114) MASSACHUSETTS GENERAL HOSPITAL PHYSICIANS ORGANIZATION INC NEUROGENETICS D
55 FRUIT ST BLDG RM 205
BOSTON,MA021142622
04-2807148 501(C)(3) 30,995       SUPPORT RESEARCH PROGRAM
(115) MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE
CAMBRIDGE,MA021394307
04-2103594 501(C)(3) 169,185       SUPPORT RESEARCH PROGRAM
(116) MAYO CLINIC - METHODIST HOSPITAL
201 WEST CENTER STREET
ROCHESTER,MN55902
41-0739106 501(C)(3) 82,057       SUPPORT CHARITABLE PROGRAMS
(117) MAYO CLINIC - SAINT MARYS HOSPITAL
1216 SECOND STREET SW
ROCHESTER,MN55902
41-0944601 501(C)(3) 525,280       SUPPORT CHARITABLE PROGRAMS
(118) MAYO CLINIC ARIZONA
13400 EAST SHEA BOULEVARD
SCOTTSDALE,AZ85259
86-0800150 501(C)(3) 40,295,434       SUPPORT CHARITABLE PROGRAMS
(119) MAYO CLINIC FLORIDA
4201 BELFORT ROAD
JACKSONVILLE,FL32216
59-0714831 501(C)(3) 3,612,478       SUPPORT CHARITABLE PROGRAMS
(120) MAYO CLINIC HEALTH SYSTEM IN WAYCROSS INC
1900 TEBEAU STREET
WAYCROSS,GA31501
58-1667166 501(C)(3) 28,689       SUPPORT CHARITABLE PROGRAMS
(121) MAYO CLINIC HEALTH SYSTEM--ALBERT LEA
1000 FIRST DRIVE NW
AUSTIN,MN55912
41-1404075 501(C)(3) 554,371       SUPPORT CHARITABLE PROGRAMS
(122) MAYO CLINIC HEALTH SYSTEM--AUSTIN FOUNDATION
300 EIGHTH AVE NW
AUSTIN,MN55912
30-0107471 501(C)(3) 404,254       SUPPORT CHARITABLE PROGRAMS
(123) MAYO CLINIC HEALTH SYSTEM--CANNON FALLS
1116 WEST MILL STREET
CANNON FALLS,MN55009
20-4156428 501(C)(3) 1,096,124       SUPPORT CHARITABLE PROGRAMS
(124) MAYO CLINIC HEALTH SYSTEM--CHIPPEWA VALLEY INC
1501 THOMPSON STREET
BLOOMER,WI54724
39-0980343 501(C)(3) 92,641       SUPPORT CHARITABLE PROGRAMS
(125) MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC
1221 WHIPPLE STREET
EAU CLAIRE,WI54702
39-0813418 501(C)(3) 316,889       SUPPORT CHARITABLE PROGRAMS
(126) MAYO CLINIC HEALTH SYSTEM--FAIRMONT
800 CLINIC CIRCLE
FAIRMONT,MN56031
41-0760836 501(C)(3) 409,247       SUPPORT CHARITABLE PROGRAMS
(127) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION INC
700 WEST AVE SOUTH
LA CROSSE,MN54601
39-1186647 501(C)(3) 960,289       SUPPORT CHARITABLE PROGRAMS
(128) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION-SPARTA INC
WEST MAIN AND K STREET
SPARTA,WI54656
39-1423234 501(C)(3) 164,312       SUPPORT CHARITABLE PROGRAMS
(129) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC
700 WEST AVE SOUTH
LA CROSSE,MN54601
39-0806374 501(C)(3) 54,863       SUPPORT CHARITABLE PROGRAMS
(130) MAYO CLINIC HEALTH SYSTEM--HOME HEALTH & HOSPICE INC
2620 STEIN BLVD
EAU CLAIRE,WI54701
39-1491516 501(C)(3) 57,250       SUPPORT CHARITABLE PROGRAMS
(131) MAYO CLINIC HEALTH SYSTEM--LAKE CITY
904 LAKESHORE DRIVE SOUTH
LAKE CITY,MN55041
41-1906820 501(C)(3) 138,665       SUPPORT CHARITABLE PROGRAMS
(132) MAYO CLINIC HEALTH SYSTEM--MANKATO
1025 MARSH STREET
MANKATO,MN56002
41-1236756 501(C)(3) 564,696       SUPPORT CHARITABLE PROGRAMS
(133) MAYO CLINIC HEALTH SYSTEM--MANKATO HEALTH CARE FOUNDATION
1025 MARSH STREET
MANKATO,MN56002
41-1663357 501(C)(3) 244,635       SUPPORT CHARITABLE PROGRAMS
(134) MAYO CLINIC HEALTH SYSTEM--NORTHLAND INC
1222 E WOODLAND AVE
BARRON,WI54812
39-0920634 501(C)(3) 209,671       SUPPORT CHARITABLE PROGRAMS
(135) MAYO CLINIC HEALTH SYSTEM--OAKRIDGE INC
13025 EIGHTH STREET
OSSEO,WI54758
39-1029430 501(C)(3) 42,379       SUPPORT CHARITABLE PROGRAMS
(136) MAYO CLINIC HEALTH SYSTEM--RED CEDAR INC
2321 STOUT ROAD
MENOMONIE,WI54751
51-0190875 501(C)(3) 450,857       SUPPORT CHARITABLE PROGRAMS
(137) MAYO CLINIC HEALTH SYSTEM--RED WING
701 HEWIT BOULEVARD
RED WING,MN55066
41-1713783 501(C)(3) 6,061       SUPPORT CHARITABLE PROGRAMS
(138) MAYO CLINIC HEALTH SYSTEM--SPRINGFIELD
625 NORTH JACKSON AVENUE
SPRINGFIELD,MN56087
41-1893827 501(C)(3) 28,362       SUPPORT CHARITABLE PROGRAMS
(139) MAYO CLINIC HEALTH SYSTEM--ST JAMES
1101 MOULTON PARSONS DR PO BOX 460
ST JAMES,MN56081
41-0797368 501(C)(3) 6,023       SUPPORT CHARITABLE PROGRAMS
(140) MAYO CLINIC HEALTH SYSTEM--ST JAMES HEALTH CARE FOUNDATION
1101 MOULTON PARSONS DR PO BOX 460
ST JAMES,MN56081
41-1444129 501(C)(3) 115,064       SUPPORT CHARITABLE PROGRAMS
(141) MAYO CLINIC JACKSONVILLE
4500 SAN PABLO ROAD
JACKSONVILLE,FL32224
59-3337028 501(C)(3) 39,624,007       SUPPORT CHARITABLE PROGRAMS
(142) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
200 FIRST STREET SW
ROCHESTER,MN55905
41-1506440 501(C)(3) 4,692,568       SUPPORT CHARITABLE PROGRAMS
(143) MEDCENTER ONE INC DBA MEDCENTER ONE HEALTH SYSTEMS
300 N 7TH STREET
BISMARCK,ND58501
45-0226700 501(C)(3) 72,734       SUPPORT RESEARCH PROGRAM
(144) MEDICAL UNIVERSITY OF SOUTH CAROLINA
PO BOX 250754 100 DOUGHTY ST STE
205
CHARLESTON,SC29425
57-6000722   33,879       SUPPORT RESEARCH PROGRAM
(145) MEDICOMP INC
PO BOX 932874
ATLANTA,GA311932874
52-2283535   472,649       SUPPORT RESEARCH PROGRAM
(146) MEDSTAR HEALTH RESEARCH INSTITUTE
PO BOX 418223
BOSTON,MA022418223
52-6056274 501(C)(3) 6,500       SUPPORT RESEARCH PROGRAM
(147) MEMORIAL SLOAN-KETTERING CANCER CENTER
BOX 303 1275 YORK AVE
NEW YORK,NY10021
13-1624182 501(C)(3) 9,500       SUPPORT RESEARCH PROGRAM
(148) MERCY HOSPITAL
195 FORE RIVER PKWY STE 360
PORTLAND,ME04102
01-0211534 501(C)(3) 6,000       SUPPORT RESEARCH PROGRAM
(149) MERCY PHYSICIANS OF OKLAHOMA
4300 W MEMORIAL RD
OKLAHOMA CITY,OK731208304
27-0473057   15,600       SUPPORT RESEARCH PROGRAM
(150) MERITCARE HOSPITAL
720 FOURTH ST N
FARGO,ND58122
45-0226909 501(C)(3) 57,122       SUPPORT RESEARCH PROGRAM
(151) MICHIGAN TECHNOLOGICAL UNIVERSITY
HAROLD MEESE BLDG RM 103 1400
TOWNSEND DR
HOUGHTON,MI49931
38-6005955 STATE OF MI 9,226       SUPPORT RESEARCH PROGRAM
(152) MIDWEST BIOMEDICAL RESEARCH FOUNDATION
PO BOX 300662
KANSAS CITY,MO641300662
43-1496422 501(C)(3) 10,435       SUPPORT RESEARCH PROGRAM
(153) MINNEAPOLIS MEDICAL RESEARCH FOUNDATION
HENNEPIN CTY MEDICAL EXAMINERS
OFFICE 530 CHICAGO AVE
MINNEAPOLIS,MN55415
41-1677920 501(C)(3) 96,568       SUPPORT RESEARCH PROGRAM
(154) MINNEAPOLIS SOCIETY OF FINE ARTS DBA MINNEAPOLIS INSTITUTE OF ARTS
2400 3RD AVE S
MINNEAPOLIS,MN55404
41-0693915 501(C)(3) 5,000       SUPPORT CHARITABLE PROGRAMS
(155) MINNESOTA CHILDREN'S MUSEUM
10 WEST SEVENTH STREET
ST PAUL,MN55102
41-1354181 501(C)(3) 10,000       SUPPORT CHARITABLE PROGRAMS
(156) MINNESOTA COUNTIES COMPUTER COOPERATIVE
100 EMPIRE DR STE 201
ST PAUL,MN551031886
41-1675476   935,281       SUPPORT RESEARCH PROGRAM
(157) MINNESOTA ZOO FOUNDATION
13000 ZOO BOULEVARD
APPLE VALLEY,MN55124
51-0147653 501(C)(3) 10,500       SUPPORT CHARITABLE PROGRAMS
(158) MISSOURI BAPTIST MEDICAL CENTER
3015 N BALLAS ROAD
ST LOUIS,MO63131
43-0652656 501(C)(3) 30,965       SUPPORT RESEARCH PROGRAM
(159) MISSOURI VALLEY CANCER CONSORTIUM CCOP
7070 SPRING ST
OMAHA,NE68106
47-0773531 501(C)(3) 55,814       SUPPORT RESEARCH PROGRAM
(160) MONTANA CANCER CORSORTIUM
90 POLY DR SUITE 2
BILLINGS,MT59101
81-0503295 501(C)(3) 5,562       SUPPORT RESEARCH PROGRAM
(161) MOUNT SINAI SCHOOL OF MEDICINE
1255 FIFTH AVENUE STE C-2
NEW YORK,NY10029
13-6171197 501(C)(3) 263,305       SUPPORT RESEARCH PROGRAM
(162) NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
PO BOX 6472
ROCHESTER,MN55901
41-1652692 501(C)(3) 5,000       SUPPORT CHARITABLE PROGRAMS
(163) NATIONAL FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL AND PREVENTION INC
55 PARK PLACE STE 400
ATLANTA,GA30303
58-2106707 501(C)(3) 102,752       SUPPORT RESEARCH PROGRAM
(164) NATIVE AMERICAN CANCER RESEARCH CORPORATION
3022 S NOVA RD
PINE,CO804707830
31-1674625 501(C)(3) 58,865       SUPPORT RESEARCH PROGRAM
(165) NAVAL RESEARCH LABORATORY
4555 OVERLOOK AVE SW
WASHINGTON,DC203755328
53-0197019   75,000       SUPPORT RESEARCH PROGRAM
(166) NEUROVISTA CORPORATION
100 4TH AVE N STE 600
SEATTLE,WA98109
33-1064291   279,407       SUPPORT RESEARCH PROGRAM
(167) NEW HAMPSHIRE ONCOLOGY HEMATOLOGY PA
200 TECHNOLOGY DR
HOOKSETT,NH03106
02-0335060   23,100       SUPPORT RESEARCH PROGRAM
(168) NEW MEXICO CANCER CARE ALLIANCE
PO BOX 4428
ALBUQUERQUE,NM871964428
02-0624051 501(C)(3) 14,032       SUPPORT RESEARCH PROGRAM
(169) NORTHEAST ARKANSAS CLINIC CHARITABLE FOUNDATION INC DBA NEA BAPTISTS CLINIC
311 E MATHEWS AVE
JONESBORO,AR72401
71-0850123 501(C)(3) 9,600       SUPPORT RESEARCH PROGRAM
(170) NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE
BOSTON,MA021150195
04-1679980 501(C)(3) 290,114       SUPPORT RESEARCH PROGRAM
(171) NORTHWESTERN UNIVERSITY
750 N KALE SHORE DR SUITE 680
CHICAGO,IL606113008
36-2167817 501(C)(3) 78,795       SUPPORT RESEARCH PROGRAM
(172) NYU DEPARTMENT OF RADIOLOGY
560 1ST AVE
NEW YORK,NY100164998
13-5562309 STATE OF NY 94,198       SUPPORT RESEARCH PROGRAM
(173) OHIO STATE UNIVERSITY
558 DOAN HALL 410 W 10TH AVENUE
COLUMBUS,OH43210
31-6025986 STATE OF OH 79,042       SUPPORT RESEARCH PROGRAM
(174) OHIO STATE UNIVERSITY RESEARCH FOUNDATION
1010 LINCOLN TOWER 1800 CANNON DR
COLUMBUS,OH432101230
31-6401599 501(C)(3) 10,963       SUPPORT RESEARCH PROGRAM
(175) OLMSTED COUNTY
151 4TH ST SE
ROCHESTER,MN55904
41-6005859   326,914       SUPPORT RESEARCH PROGRAM
(176) OLMSTED COUNTY HISTORICAL SOCIETY
1195 WEST CIRCLE DRIVE SW
ROCHESTER,MN55902
41-0718368 501(C)(3) 10,000       SUPPORT CHARITABLE PROGRAMS
(177) OLMSTED MEDICAL CENTER
PO BOX 4300
ROCHESTER,MN559034300
41-0855367 501(C)(3) 1,208,092       SUPPORT RESEARCH PROGRAM
(178) ONCOLOGY HEMATOLOGY ASSOCIATES OF CENTRAL ILLINOIS PC
8940 N WOOD SAGE RD
PEORIA,IL61615
37-1331017   153,822       SUPPORT RESEARCH PROGRAM
(179) OREGON HEALTH & SCIENCES UNIVERSITY
3181 SW SAM JACKSON PARK ROAD
PORTLAND,OR972393098
93-1176109 STATE OF OR 62,498       SUPPORT RESEARCH PROGRAM
(180) OREGON STATE UNIVERSITY
100 LASELLS STEWART CENTER
CORVALLIS,OR97331
93-6022772 501(C)(3) 42,287       SUPPORT RESEARCH PROGRAM
(181) PALO ALTO INSTITUTE FOR RESEARCH AND EDUCATION INC
PO BOX V-38
PALO ALTO,CA943040038
77-0207331 501(C)(3) 38,697       SUPPORT RESEARCH PROGRAM
(182) PALO ALTO MEDICAL FOUNDATION RESEARCH INSTITUTE
860 BRYANT ST
PALO ALTO,CA943012707
94-1156581 501(C)(3) 49,655       SUPPORT RESEARCH PROGRAM
(183) PARK NICOLLET HEALTH SERVICES
3800 PARK NICOLETT BLVD
MINNEAPOLIS,MN554169963
41-0834920 501(C)(3) 280,130       SUPPORT RESEARCH PROGRAM
(184) PHILIPS ELECTRONICS NORTH AMERICA CORP DBA PHILIPS RESEARCH NORTH AMERICA
345 SCARBOROUGH RD
BRIARCLIFF MANOR,NY10510
13-3429115   356,791       SUPPORT RESEARCH PROGRAM
(185) PHYSICIANS CLINIC OF IOWA PC
600 SEVENTH ST SE
CEDAR RAPIDS,IA524012112
42-1462899   9,600       SUPPORT RESEARCH PROGRAM
(186) POTTSTOWN HOSPITAL CO LLC
1600 E HIGH ST
POTTSTOWN,PA194645093
06-1694708   19,200       SUPPORT RESEARCH PROGRAM
(187) POUDRE VALLEY HOSPITAL
1024 LEMAY AVE
FORT COLLINS,CO80521
84-1262971 501(C)(3) 17,500       SUPPORT RESEARCH PROGRAM
(188) POVERELLO FOUNDATION
1216 SECOND STREET SW
ROCHESTER,MN55902
41-1494881 501(C)(3) 1,042,015       SUPPORT CHARITABLE PROGRAMS
(189) PRINCE WILLIAM HOSPITAL
8700 SUDLEY RD
MANASSA,VA200104415
54-0696355 501(C)(3) 10,800       SUPPORT RESEARCH PROGRAM
(190) PRO BONO INSTITUTE
1025 CONNECTICUT AVENUE NW NO 205
WASHINGTON,DC20036
52-1991509 501(C)(3) 5,000       SUPPORT CHARITABLE PROGRAMS
(191) PROVENA HOSPITALS
333 NORTH MADISON ST
JOLIET,IL604356595
36-4195126 501(C)(3) 7,200       SUPPORT RESEARCH PROGRAM
(192) PUGET SOUND BLOOD CENTER
921 TERRY AVE
SEATTLE,WA981041239
91-1019655 501(C)(3) 18,115       SUPPORT RESEARCH PROGRAM
(193) RAPID CITY REGIONAL HOSPITAL
353 FAIRMONT BLVD
RAPID CITY,SD57709
46-0319070 501(C)(3) 17,838       SUPPORT RESEARCH PROGRAM
(194) RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA DBA UNIVERSITY OF VIRGINI
PO BOX 400202
CHARLOTTESVILLE,VA229044202
54-6001796 STATE OF VA 34,476       SUPPORT RESEARCH PROGRAM
(195) REGENSTRIEF INSTITUTE INC
1050 WISHARD BLVD RG 6TH
INDIANAPOLIS,IN46202
30-0007730 501(C)(3) 388,590       SUPPORT RESEARCH PROGRAM
(196) REGENTS OF THE UNIV OF MN DBA UNIVERSITY OF MN
2221 UNIV AVE SE STE 111
MINNEAPOLIS,MN55414
41-6007513 STATE OF MN 2,548,523       SUPPORT RESEARCH PROGRAM
(197) REGENTS OF THE UNIVERSITY OF CALIFORNIA
1156 HIGH ST
SANTA CRUZ,CA950641077
94-1539563 501(C)(3) 147,542       SUPPORT RESEARCH PROGRAM
(198) REGENTS OF THE UNIVERSITY OF COLORADO
4200 E 9TH AVE BOX 8188
DENVER,CO802660001
84-6000555 STATE OF CO 411,541       SUPPORT RESEARCH PROGRAM
(199) REX HOSPITAL INC
4420 LAKE BOONE TR
RALEIGH,NC27607
56-1509260 501(C)(3) 49,431       SUPPORT RESEARCH PROGRAM
(200) RHODE ISLAND HOSPITAL
593 EDDY ST
PROVIDENCE,RI029034970
05-0258954 501(C)(3) 9,500       SUPPORT RESEARCH PROGRAM
(201) ROCHESTER AREA FOUNDATION
400 SOUTH BROADWAY SUITE 300
ROCHESTER,MN55904
41-6017740 501(C)(3) 50,000       SUPPORT CHARITABLE PROGRAMS
(202) ROCHESTER AREA MATH SCIENCE PARTNERSHIP INC
1700 N BROADWAY
ROCHESTER,MN559064144
20-5617159 501(C)(3) 25,150       SUPPORT CHARITABLE PROGRAMS
(203) ROCHESTER ART CENTER
40 CIVIC DRIVE SE
ROCHESTER,MN55904
41-0799310 501(C)(3) 25,000       SUPPORT CHARITABLE PROGRAMS
(204) ROCHESTER ARTS COUNCIL
30 CIVIC CENTER DRIVE SE
ROCHESTER,MN55904
20-4748879 501(C)(3) 5,000       SUPPORT CHARITABLE PROGRAMS
(205) ROCHESTER BETTER CHANCE FOUNDATION
727 2ND ST SW
ROCHESTER,MN55902
41-1237746 501(C)(3) 11,000       SUPPORT CHARITABLE PROGRAMS
(206) ROCHESTER CIVIC THEATRE INC
20 CIVIC CENTER DR SE
ROCHESTER,MN55904
41-0829271 501(C)(3) 17,200       SUPPORT CHARITABLE PROGRAMS
(207) ROCHESTER REPERTORY
PO BOX 608
ROCHESTER,MN55903
41-1540218 501(C)(3) 5,000       SUPPORT CHARITABLE PROGRAMS
(208) ROCHESTER SYMPHONY ORCHESTRA & CHORALE
400 S BROADWAY SUITE 302
ROCHESTER,MN55904
41-1764434 501(C)(3) 27,000       SUPPORT CHARITABLE PROGRAMS
(209) ROCKY MOUNTAIN CANCER CENTERS LLP
7951 E MAPLEWOOD AVE STE 300
GREENWOOD VILLAGE,CO80111
84-1457488   22,202       SUPPORT RESEARCH PROGRAM
(210) RONALD MCDONALD HOUSE OF ROCHESTER MINNESOTA INC
850 2ND STREET SW
ROCHESTER,MN55902
41-1344744 501(C)(3) 25,000       SUPPORT CHARITABLE PROGRAMS
(211) RUTGERS THE STATE UNIVERSITY OF NJ
249 UNIVERSITY AVE
NEWARK,NJ07102
22-6001086 STATE OF NJ 394,775       SUPPORT RESEARCH PROGRAM
(212) SAINT LOUIS UNIVERSITY HOSPITAL
3635 VISTA GRAND
ST LOUIS,MO63110
43-0654872 501(C)(3) 128,836       SUPPORT RESEARCH PROGRAM
(213) SALVATION ARMY
2445 PRIOR AVE N
ROSEVILLE,MN55113
41-0698597 501(C)(3) 1,500 48,391 COST MEDICAL SUPPLIES SUPPORT CHARITABLE PROGRAMS
(214) SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES RD
LA JOLLA,CA920371000
33-0435954 501(C)(3) 23,413       SUPPORT RESEARCH PROGRAM
(215) SEATTLE BIOMEDICAL RESEARCH INSTITUTE
307 WESTLAKE AVE N STE 500
SEATTLE,WA98109
91-0961784 501(C)(3) 43,833       SUPPORT RESEARCH PROGRAM
(216) SEATTLE INSTITUTE FOR CARDIAC RESEARCH
7900 E GREEN LAKE DR N STE 302
SEATTLE,WA98103
91-2029051 501(C)(3) 346,776       SUPPORT RESEARCH PROGRAM
(217) SIOUX VALLEY CLINIC
PO BOX 5039
SIOUX FALLS,SD571175039
46-0447693 501(C)(3) 5,350       SUPPORT RESEARCH PROGRAM
(218) SIOUXLAND HEMATOLOGY ONCOLOGY ASSOCIATES LLP
230 NEBRASKA STREET
SIOUX CITY,IA51101
42-1320886   112,986       SUPPORT RESEARCH PROGRAM
(219) SOMALI COMMUNITY RESETTLEMENT OF OLMSTED COUNTY
1312 1/2 7TH ST NW STE 206
ROCHESTER,MN55901
31-1668255 501(C)(3) 20,000       SUPPORT CHARITABLE PROGRAMS
(220) SOUTH DAKOTA HEALTH RESEARCH FOUNDATION
1400 W 22ND ST
SIOUX FALLS,SD57105
46-0450378 501(C)(3) 178,201       SUPPORT RESEARCH PROGRAM
(221) SOUTHEASTERN MINNESOTA CENTER FOR INDEPENDENT LIVING INC
2200 SECOND ST SW
ROCHESTER,MN55902
41-1387414 501(C)(3) 15,775       SUPPORT CHARITABLE PROGRAMS
(222) SOUTHERN BAPTIST HOSPITAL FLORIDA INC DBA BAPTIST MEDICAL CENTER
800 PRUDENTIAL DR
JACKSONVILLE,FL32207
59-0747311 501(C)(3) 10,800       SUPPORT RESEARCH PROGRAM
(223) SOUTHERN MINNESOTA REGIONAL LEGAL SERVICES INC
903 WEST CENTER ST 130
ROCHESTER,MN55902
41-1316151 501(C)(3) 30,000       SUPPORT CHARITABLE PROGRAMS
(224) SPARTANBURG REGIONAL HEALTHCARE SYSTEM
PO BOX 651602
CHARLOTTE,NC282651602
57-6000934   6,215       SUPPORT RESEARCH PROGRAM
(225) SPECTRUM HEALTH HOSPITALS DBA GRAND RAPIDS CLINICAL ONCOLOGY
100 MICHIGAN NE
GRAND RAPIDS,MI49503
38-1360529 501(C)(3) 41,481       SUPPORT RESEARCH PROGRAM
(226) ST CLOUD HOSPITAL
1406 6TH AVE N
ST CLOUD,MN56303
41-0695596 501(C)(3) 129,017       SUPPORT RESEARCH PROGRAM
(227) ST JOSEPH MERCY HOSPITAL
BOX 223087
PITTSBURGH,PA152512087
38-3175878   183,617       SUPPORT RESEARCH PROGRAM
(228) ST LUKES HOSPITAL
801 OSTRUM ST
BETHLEHEM,PA18015
23-1352213 501(C)(3) 7,200       SUPPORT RESEARCH PROGRAM
(229) ST VINCENT HOSPITAL
835 S VAN BUREN ST
GREEN BAY,WI54307
39-0817529 501(C)(3) 58,585       SUPPORT RESEARCH PROGRAM
(230) STANFORD UNIVERSITY
1450 PAGE MILL RD
STANFORD,CA94304
94-1156365 501(C)(3) 724,455       SUPPORT RESEARCH PROGRAM
(231) STEWARD ST ELIZABETH MEDICAL CENTER OF BOSTON INC
736 CAMBRIDGE ST
BOSTON,MA02135
27-2473667   7,200       SUPPORT RESEARCH PROGRAM
(232) THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS DBA UNIV OF ILLINOIS
506 S WRIGHT 209 HAB MC-339
URBANA,IL61801
37-6000511 501(C)(3) 318,468       SUPPORT RESEARCH PROGRAM
(233) THE BUCK INSTITUTE FOR RESEARCH ON AGING
8001 REDWOOD BLVD
NOVATO,CA94945
94-3030609 501(C)(3) 170,294       SUPPORT RESEARCH PROGRAM
(234) THE CARL AND EDYTH LINDER CENTER FOR RESEARCH AND EDUCATION AT THE CHRIST H
7759 UNIVERSITY DR STE G
WEST CHESTER,OH45069
26-3885165 501(C)(3) 5,500       SUPPORT RESEARCH PROGRAM
(235) THE GENERAL HOSPITAL CORPORATION
55 FRUIT
BOSTON,MA02114
04-2697983 501(C)(3) 54,783       SUPPORT RESEARCH PROGRAM
(236) THE GENEVA FOUNDATION
PO BOX 98687
LAKEWOOD,WA98496
91-1593913 501(C)(3) 183,389       SUPPORT RESEARCH PROGRAM
(237) THE GUTHRIE THEATRE FOUNDATION
818 SOUTH 2ND STREET
MINNEAPOLIS,MN55415
41-0854160 501(C)(3) 5,000       SUPPORT CHARITABLE PROGRAMS
(238) THE MEDICAL COLLEGE OF WISCONSIN INC
FROEDTERT HOSPITAL DEPT OF
RADIOLOGY-FEC 9200 W WISCONSIN AVE
MILWAUKEE,WI53226
39-0806261 501(C)(3) 669,367       SUPPORT RESEARCH PROGRAM
(239) THE METHODIST HOSPITAL RESEARCH INSTITUTE
PO BOX 4805
HOUSTON,TX77030
87-0721923 501(C)(3) 13,300       SUPPORT RESEARCH PROGRAM
(240) THE MINNESOTA OPERA
620 N 1ST ST
MINNEAPOLIS,MN55401
41-0946789 501(C)(3) 5,000       SUPPORT CHARITABLE PROGRAMS
(241) THE MIRIAM HOSPITAL
164 SUMMIT AVE
PROVIDENCE,RI02903
05-0258905 501(C)(3) 59,687       SUPPORT RESEARCH PROGRAM
(242) THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM ST BOX 0812
SAN FRANCISCO,CA94143
94-6036493 STATE OF CA 673,303       SUPPORT RESEARCH PROGRAM
(243) THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK
750 E ADAMS ST
SYRACUSE,NY13210
14-1368361 501(C)(3) 60,983       SUPPORT RESEARCH PROGRAM
(244) THE SPARTANBURG REGIONAL HEALTHCARE SYSTEM FOUNDATION
PO BOX 8040
SPARTANBURG,SC29305
57-0937166 501(C)(3) 8,234       SUPPORT RESEARCH PROGRAM
(245) THE SUQUAMISH TRIBE
PO BOX 767
SUQUAMISH,WA983920617
91-0854725   10,000       SUPPORT RESEARCH PROGRAM
(246) TOLEDO COMMUNITY HOSPITAL ONCOLOGY PROGRAM
3232 CENTRAL PARK WEST SUITE C
TOLEDO,OH43617
34-1434759 501(C)(3) 52,771       SUPPORT RESEARCH PROGRAM
(247) TREASURER VIRGINIA TECH CE
702 UNIVERSITY CITY BLVD VIRGINIA
TECH MAIL CODE 0272
BLACKSBURG,VA24061
54-6001805 STATE OF VA 98,373       SUPPORT RESEARCH PROGRAM
(248) TRINITY HEALTH MICHIGAN DBA ST JOSEPH MERCY PORT HURON
2601 ELECTRIC AVE
PORT HURAN,MI48060
38-2113393 501(C)(3) 51,594       SUPPORT RESEARCH PROGRAM
(249) TRUSTEES OF DARTMOUTH COLLEGE
37 DEWEY FIELD RD STE 6163
HANOVER,NH03755
02-0222111 501(C)(3) 398,837       SUPPORT RESEARCH PROGRAM
(250) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3620 LOCUST WALK SUITE 1100 SH-DH
PHILADELPHIA,PA191046302
23-1352685 501(C)(3) 385,955       SUPPORT RESEARCH PROGRAM
(251) TRUVEN HEALTH ANALYTICS INC
777 E EISENHOWER PARKWAY
ANN ARBOR,MI48108
06-1467923   76,302       SUPPORT RESEARCH PROGRAM
(252) U OF MASS MED SCHOOL
55 LAKE AVE NORTH
WORCESTER,MA01655
04-3167352 STATE OF MA 26,757       SUPPORT RESEARCH PROGRAM
(253) UC REGENTS UNIV OF CALIFORNIA-SD - CME
9500 GILMAN DR MC 0617
LA JOLLA,CA920930617
95-6006144 STATE OF CA 409,518       SUPPORT RESEARCH PROGRAM
(254) UC REGENTSBIOCHEMICAL GENETIC DEPT OF PEDIATRICS 0830
9500 GILMAN DRIVE
LA JOLLA,CA920930830
33-0833316 STATE OF CA 140,022       SUPPORT RESEARCH PROGRAM
(255) UNITED WAY OF OLMSTED COUNTY INC
903 WEST CENTER STREET
ROCHESTER,MN55902
41-0695594 501(C)(3) 416,000       SUPPORT CHARITABLE PROGRAMS
(256) UNIVERSITY OF ALABAMA AT BIRMINGHAM
1665 UNIVERSITY BLVD STE 327
BIRMINGHAM,AL352940022
63-6005396 STATE OF AL 460,592       SUPPORT RESEARCH PROGRAM
(257) UNIVERSITY OF ARIZONA
PO BOX 3520
TUCSON,AZ857223520
74-2652689 501(C)(3) 41,111       SUPPORT RESEARCH PROGRAM
(258) UNIVERSITY OF CHICAGO
5747 S ELLIS AVE 122
CHICAGO,IL606371043
36-2177139 501(C)(3) 9,500       SUPPORT RESEARCH PROGRAM
(259) UNIVERSITY OF CINCINNATI
51 GOODMAN DR
CINCINNATI,OH452210333
31-6000989 STATE OF OH 37,029       SUPPORT RESEARCH PROGRAM
(260) UNIVERSITY OF FLORIDA
PO BOX 113001
GAINESVILLE,FL326113001
59-6002052 STATE OF FL 30,567       SUPPORT RESEARCH PROGRAM
(261) UNIVERSITY OF HAWAII AT HILO CONFERENCE CENTER
200 WEST KAWILI ST
HILO,HI967244091
99-6000354 STATE OF HI 57,600       SUPPORT RESEARCH PROGRAM
(262) UNIVERSITY OF IOWA
105 JESSUP HALL
IOWA CITY,IA52242
42-6004813 STATE OF IA 65,000       SUPPORT RESEARCH PROGRAM
(263) UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE INC
3901 RAINBOW BLVD MALL STOP 1039
KANSAS CITY,MO66160
48-1108830 501(C)(3) 339,660       SUPPORT RESEARCH PROGRAM
(264) UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC
529 S JACKSON ST
LOUISVILLE,KY40202
61-1029626 501(C)(3) 16,909       SUPPORT RESEARCH PROGRAM
(265) UNIVERSITY OF MARYLAND
655 W BALTIMORE ST
BALTIMORE,MD21201
52-6002033 STATE OF MD 7,322       SUPPORT RESEARCH PROGRAM
(266) UNIVERSITY OF MEMPHIS
807 JEFFERSON AVE
MEMPHIS,TN38105
62-0648618   22,754       SUPPORT RESEARCH PROGRAM
(267) UNIVERSITY OF MICHIGAN MEDICAL SCHOOLOFFICE OF CME
G12000 TOWSLEY CENTER BOX 0201 1500
E MEDICAL CENTER DR
ANN ARBOR,MI481090201
38-6006309 STATE OF MI 529,487       SUPPORT RESEARCH PROGRAM
(268) UNIVERSITY OF MISSOURI KANSAS CITY
224 ADMINISTRATIVE CENTER 5100
ROCKHILL RD
KANSAS CITY,MO641102499
43-6003859 STATE OF MO 9,000       SUPPORT RESEARCH PROGRAM
(269) UNIVERSITY OF NEBRASKA DBA UNIV OF NEBRASKA MEDICAL CENTER
986800 NEBRASKA MEDICAL CENTER
OMAHA,NE681985050
47-0049123 STATE OF NE 38,368       SUPPORT RESEARCH PROGRAM
(270) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL DBA UNC CENTER FOR HEART & VASC
104 AIRPORT DR CAMPUS BOX 1220
CHAPEL HILL,NC275991220
56-6001393 501(C)(3) 38,433       SUPPORT RESEARCH PROGRAM
(271) UNIVERSITY OF NORTH TEXAS
PO BOX 305010
DENTON,TX79430
75-6002149 STATE OF TX 23,516       SUPPORT RESEARCH PROGRAM
(272) UNIVERSITY OF PITTSBURGH
4200 5TH AVE
PITTSBURGH,PA15260
25-0965591 501(C)(3) 119,161       SUPPORT RESEARCH PROGRAM
(273) UNIVERSITY OF TEXAS
5323 HARRY HINES BLVD
DALLAS,TX753908573
75-6002868 STATE OF TX 160,069       SUPPORT RESEARCH PROGRAM
(274) UNIVERSITY OF TEXAS DEPARTMENT OF ANATOMY & NEUROSCIENCE
301 UNIVERSITY BLVD
GALVESTON,TX775550144
74-6000949 STATE OF TX 16,292       SUPPORT RESEARCH PROGRAM
(275) UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER-HOUSTON
6431 FANNIN ST STE 6168
HOUSTON,TX77030
74-1761309 501(C)(3) 16,599       SUPPORT RESEARCH PROGRAM
(276) UNIVERSITY OF UTAH
110 S FORT DOUGLAS BLVD
SALT LAKE CITY,UT84113
87-6000525 STATE OF UT 67,890       SUPPORT RESEARCH PROGRAM
(277) UNIVERSITY OF VERMONT
128 LAKESIDE AVE SUITE 100
BURLINGTON,VT05401
03-0179440 STATE OF VT 311,777       SUPPORT RESEARCH PROGRAM
(278) UNIVERSITY OF WISCONSIN -LA CROSSE
HSC BUILDING 1725 STATE STREET
LACROSSE,WI54601
39-1805963 STATE OF WI 88,873       SUPPORT RESEARCH PROGRAM
(279) UNIVERSITY OF WISCONSIN MEDICAL SCHOOL
600 HIGHLAND AVE
MADISON,WI53792
39-6006492 STATE OF WI 336,910       SUPPORT RESEARCH PROGRAM
(280) UT MD ANDERSON CANCER CENTER DEPT OF CMECONFERENCE SERVICE
UNIT 1381 PO BOX 301439
HOUSTON,TX772301439
74-6001118 STATE OF TX 130,781       SUPPORT RESEARCH PROGRAM
(281) UTHSCSA-DEPT OF SURGERY
7703 FLOYD CURL DR MC7870
SAN ANTONIO,TX782293900
74-1586031 STATE OF TX 21,843       SUPPORT RESEARCH PROGRAM
(282) VANDERBILT UNIVERSITY
1285 MRB IV
NASHVILLE,TN372320575
62-0476822 501(C)(3) 35,898       SUPPORT RESEARCH PROGRAM
(283) VASSAR COLLEGE
124 RAYMOND AVE
POUGHKEEPSIE,NY12604
14-1338587 501(C)(3) 28,161       SUPPORT RESEARCH PROGRAM
(284) VIRGINIA CANCER SPECIALISTS PC
8503 ARLINGTON BLVD STE 320
FAIRFAX,VA22031
54-1795091   25,470       SUPPORT RESEARCH PROGRAM
(285) VIRGINIA COMMONWEALTH UNIVERSITY
910 W FRANKLIN ST
RICHMOND,VA23284
54-6001758 STATE OF VA 82,499       SUPPORT RESEARCH PROGRAM
(286) VITALHEALTH SOFTWARE INC
1676 VIEW POND ST SE
KENTWOOD,MI49508
20-3890717   154,000       SUPPORT RESEARCH PROGRAM
(287) WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE SECTION ON HEMATOLOGY & ONCOLO
MEDICAL CENTER BLVD
WINSTON SALEM,NC27157
56-0532138 501(C)(3) 68,397       SUPPORT RESEARCH PROGRAM
(288) WASHINGTON UNIVERSITY WUSM CME
CAMPUS BOX 8063 660 S EUCLID AVE
ST LOUIS,MO63110
43-0653611 501(C)(3) 245,526       SUPPORT RESEARCH PROGRAM
(289) WAYNE STATE UNIVERSITY
4201 SAINT ANTOINE BLVD
DETROIT,MI482012153
38-6028429 STATE OF MI 73,734       SUPPORT RESEARCH PROGRAM
(290) WICHITA COMMUNITY CLINICAL ONCOLOGY PROGRAM DBA CHRISTI REGIONAL MED CENTER
929 N SAINT FRANCIS
WICHITA,KS67214
48-1172106 501(C)(3) 15,862       SUPPORT RESEARCH PROGRAM
(291) WINONA HEALTH SERVICES
PO BOX 5600
WINONA,MN559870600
41-0713914 501(C)(3) 930,246       SUPPORT RESEARCH PROGRAM
(292) YALE UNIVERSITY
PO BOX 7619
NEW HAVEN,CT06519
06-0646973 501(C)(3) 175,586       SUPPORT RESEARCH PROGRAM
(293) YESHIVA UNIVERSITY
1300 MORRIS PARK AVE
BRONX,NY104611930
13-1624225 501(C)(3) 145,309       SUPPORT RESEARCH PROGRAM
(294) YMCA CAMP OLSON
4160 LITTLE BOY RD NE
LONGVILLE,MN56655
41-0967781 501(C)(3) 9,000       SUPPORT CHARITABLE PROGRAMS
(295) YMCA-OF ROCHESTER INC
709 FIRST AVE SW
ROCHESTER,MN55902
41-0807581 501(C)(3) 65,000       SUPPORT CHARITABLE PROGRAMS
(296) YUKON-KUSKOKWIM HEALTH CORPORATION
PO BOX 528
BETHEL,AK995590528
92-0041414 501(C)(3) 102,039       SUPPORT RESEARCH PROGRAM
(297) ZUMBRO VALLEY MENTAL HEALTH CENTER INC
343 WOOD LAKE DR SE
ROCHESTER,MN55904
41-6052022 501(C)(3) 80,000       SUPPORT CHARITABLE PROGRAMS
(298) UNIVERSITY OF PUERTO RICO
PO BOX 365067
SAN JUAN,PR009365067
66-0433762 TERRITORY OF US 16,547       SUPPORT RESEARCH PROGRAM
(299) ROCHESTER DOWNTOWN ALLIANCE FOUNDATION
220 S BROADWAY STE 100
ROCHESTER,MN55904
26-1845537 501(C)(3) 75,000       SUPPORT CHARITABLE PROGRAMS
(300) ROCHESTER AREA CHAMBER OF COMMERCE
220 S BROADWAY STE 100
ROCHESTER,MN55904
41-0506950 501(C)(3) 113,100       SUPPORT CHARITABLE PROGRAMS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
258
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
42
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
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.
Part III can be duplicated 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) MAYO COLLEGE OF MEDICINE SCHOLARSHIPS 150 3,657,165      
(2) RESEARCH GRANTS 2 46,588      
(3) FINANCIAL HARDSHIP 25 60,149      








Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), 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 THE 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 DISBURSED; HOWEVER, ADDITIONAL FUNDING REQUESTS ARE CONSIDERED BASED ON USE AND OUTCOMES OF PREVIOUSLY AWARDED GRANTS. MAYO CLINIC'S SCHOOLS OFFER BOTH MERIT-BASED AND NEEDS-BASED SCHOLARSHIPS AND GRANTS THAT ARE CONTINGENT UPON ON-GOING SATISFACTORY ACADEMIC PROGRESS. TRANSFERS OR GRANTS TO AFFILIATED TAX-EXEMPT ORGANIZATIONS WILL BE USED PURSUANT TO THE POLICIES AND PROCEDURES OF THE GRANTEE ORGANIZATIONS AND TO FURTHER THE EXEMPT PURPOSES OF THE GRANTEE ORGANIZATIONS. BOTH THE FILING ORGANIZATION AND THE GRANTEE ORGANIZATION MAINTAIN ADEQUATE BOOKS AND RECORDS OF SUCH TRANSFERS OR GRANTS. CAPITAL CONTRIBUTIONS TO AFFILIATED TAX EXEMPT ORGANIZATIONS WILL ALSO BE APPROVED BY THE GOVERNING BODY AND NOTED IN BOARD MINUTES. FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE MONITORED BY MAYO AS PRESCRIBED IN OMB CIRCULAR A-133. MAYO PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO EMPLOYEES EXPERIENCING TEMPORARY HARDSHIPS. GRANTS ARE PROVIDED BASED ON A PROVEN NEED AND ARE NOT MONITORED.
Schedule I (Form 990) 2012


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
2012
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
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 or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
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
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
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
Yes
 
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 Regulations 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)BOLTON JEFFREY WCFO/TRUSTEE (i)
(ii)
0
693,020
0
0
0
84,757
0
37,595
0
21,762
0
837,134
0
0
(2)BRIGHAM ROBERT FASST. SECRETARY/TRUSTEE (i)
(ii)
0
457,288
0
0
0
59,328
0
246
0
23,849
0
540,711
0
0
(3)BUSKIRK MD STEVEN JTRUSTEE (2/15-12/31) (i)
(ii)
0
499,515
0
0
0
76,563
0
37,484
0
14,840
0
628,402
0
0
(4)DECKER MD WYATT WVP/TRUSTEE (i)
(ii)
0
660,036
0
0
0
79,652
0
27,185
0
20,336
0
787,209
0
0
(5)GORMAN MD R SCOTTTRUSTEE (i)
(ii)
0
319,788
0
0
0
41,926
0
45,525
0
10,691
0
417,930
0
0
(6)LEVENTHAL MD JACK PTRUSTEE (1/1-2/15) (i)
(ii)
0
344,891
0
0
0
47,946
0
47,946
0
16,890
0
457,673
0
0
(7)RUPP MD WILLIAM CVP/TRUSTEE (i)
(ii)
0
765,942
0
0
0
149,413
0
154
0
11,451
0
926,960
0
0
(8)EHMAN MD RICHARD LTRUSTEE (i)
(ii)
551,058
0
0
0
90,381
0
41,823
0
20,604
0
703,866
0
0
0
(9)MILLINER MD DAWN STRUSTEE (i)
(ii)
397,826
0
0
0
46,644
0
21
0
2,064
0
446,555
0
0
0
(10)NESSE MD ROBERT ETRUSTEE (i)
(ii)
593,641
0
0
0
94,500
0
0
0
17,263
1,420
705,404
1,420
0
0
(11)NOSEWORTHY MD JOHN HCEO/PRESIDENT/TRUSTEE (i)
(ii)
0
1,400,539
0
0
0
291,790
0
40,843
0
15,027
0
1,748,199
0
0
(12)OLSEN MD KERRY DTRUSTEE (i)
(ii)
451,333
0
0
0
102,557
0
44
0
14,583
0
568,517
0
0
0
(13)ROGER MD VERONIQUE LTRUSTEE (i)
(ii)
502,511
0
0
0
83,293
0
35,057
0
5,204
0
626,065
0
0
0
(14)WEIS SHIRLEY AVP/CAO/TRUSTEE (i)
(ii)
0
820,314
0
0
0
151,291
0
44,546
0
14,477
0
1,030,628
0
0
(15)FRANCIS JAMES RASST. TREASURER (i)
(ii)
0
311,297
0
0
0
15,050
0
34,432
0
24,092
0
384,871
0
0
(16)BROWN WILLIAM AASST. TREASURER (i)
(ii)
0
208,775
0
0
0
1,597
0
35,696
0
21,229
0
267,297
0
0
(17)FROISLAND JEFFREY RASST. TREASURER (i)
(ii)
0
257,441
0
0
0
1,196
0
26,083
0
12,720
0
297,440
0
0
(18)HOFFMAN MARY JASST. TREASURER (i)
(ii)
0
273,136
0
0
0
6,550
0
32,745
0
28,431
0
340,862
0
0
(19)HUBERT SHERRY LASST. SECRETARY (i)
(ii)
0
240,635
0
0
0
654
0
27,239
0
21,937
0
290,465
0
0
(20)OVIATT JONATHAN JCLO/SECRETARY (i)
(ii)
0
486,490
0
0
0
69,288
0
39,892
0
22,664
0
618,334
0
0
(21)THOMAS GREGORY JASST. SECRETARY (i)
(ii)
0
397,937
0
0
0
64,391
0
89
0
9,070
0
471,487
0
0
(22)GORMAN PAUL AASST. TREASURER (i)
(ii)
359,871
0
176,203
0
60,345
0
330,331
0
26,153
0
952,903
0
176,203
0
(23)HAEFLINGER RICKY JASST. TREASURER (i)
(ii)
176,269
0
42,989
0
1,091
0
199,500
0
17,586
0
437,435
0
42,989
0
(24)HOFFMAN III HARRY NTREASURER (i)
(ii)
540,934
0
262,990
0
155,172
0
486,975
0
28,379
0
1,474,450
0
262,990
0
(25)SCHMIDT BRADLEY DASST. TREASURER (i)
(ii)
317,508
0
0
0
20,420
0
35,672
0
15,571
0
389,171
0
0
0
(26)BERRY MD DANIEL JCHAIR-ORTHOPEDICS (i)
(ii)
548,597
0
0
0
82,824
0
31,698
0
20,605
0
683,724
0
0
0
(27)CAMILLERI MD MICHAELEXEC DEAN FOR DEVELOPMENT (i)
(ii)
487,881
0
3,923
0
83,778
0
40,658
0
23,484
0
639,724
0
0
0
(28)CASCINO MD TERRANCE LINTERIM DEAN-MEDICAL SCHOOL (i)
(ii)
387,950
0
0
0
88,778
0
22,691
0
21,704
0
521,123
0
0
0
(29)COCKERILL MD FRANKLIN RCHAIR-LAB MED & PATH (i)
(ii)
473,212
0
0
0
55,716
0
40,381
0
22,104
0
591,413
0
0
0
(30)DESCHAMPS MD CLAUDECHAIR-SURGERY (i)
(ii)
517,039
0
0
0
78,491
0
37,888
0
20,604
0
654,022
0
0
0
(31)DIASIO MD ROBERT BDIRECTOR-MAYO CANCER CENTER (i)
(ii)
506,354
0
0
0
81,557
0
154
0
15,639
0
603,704
0
0
0
(32)FOOTE MD ROBERT LCHAIR-RAD ONCOLOGY (i)
(ii)
504,039
0
0
0
74,320
0
32,754
0
22,917
0
634,030
0
0
0
(33)GERTZ MD MORIE ACHAIR-ROCH INTERN MED (i)
(ii)
484,083
0
0
0
71,627
0
20,822
0
14,484
0
591,016
0
0
0
(34)HARPER JR MD CHARLES MEXEC DEAN FOR PRACTICE (i)
(ii)
654,846
0
0
0
104,487
0
39,557
0
20,987
0
819,877
0
0
0
(35)HAYES MD DAVID LPHYSICIAN (i)
(ii)
453,892
0
0
0
142,413
0
19,707
0
22,911
0
638,923
0
0
0
(36)KING MD BERNARD FCHAIR-RADIOLOGY (i)
(ii)
620,998
0
0
0
107,311
0
39,772
0
16,824
0
784,905
0
0
0
(37)LA RUSSO MD NICHOLAS FDIRECTOR-CENTER FOR INNOVATION (i)
(ii)
568,961
0
0
0
102,106
0
0
0
8,244
0
679,311
0
0
0
(38)NARR MD BRADLY JCHAIR-ANESTHESIOLOGY (i)
(ii)
460,848
0
0
0
61,814
0
37,484
0
23,163
0
583,309
0
0
0
(39)NICHOLS III MD FRANCIS CPHYSICIAN (i)
(ii)
470,808
0
0
0
55,361
0
32,773
0
30,374
0
589,316
0
0
0
(40)RIZZA MD ROBERT ACHAIR RESEARCH COMMITTEE (i)
(ii)
565,468
0
0
0
96,398
0
0
0
15,500
0
677,366
0
0
0
(41)ROCK MD MICHAEL GPHYSICIAN (i)
(ii)
554,737
0
0
0
88,941
0
47,784
0
14,424
0
705,886
0
0
0
(42)SAWYER NAN BCHAIR-DEPT OF PRACTICE ADMIN (i)
(ii)
371,461
0
0
0
32,637
0
37,719
0
9,744
0
451,561
0
0
0
(43)SWENSEN MD STEPHEN JPHYSICIAN (i)
(ii)
568,766
0
0
0
125,539
0
35,594
0
24,830
0
754,729
0
0
0
(44)WALD MD JOHN TCHAIR - CPC EQMT SUBCOMMITTEE (i)
(ii)
546,058
0
0
0
63,414
0
29,680
0
24,579
0
663,731
0
0
0
(45)WARNER MD MARK AEXEC DEAN FOR EDUCATION (i)
(ii)
496,698
0
1,000
0
82,076
0
39,250
0
14,664
0
633,688
0
0
0
(46)PICHELMANN MD MARK APHYSICIAN (i)
(ii)
394,505
290,839
0
0
28,356
107,307
9,475
8,922
11,571
9,147
443,907
416,215
0
0
(47)ATKINSON MD JOHN LDPHYSICIAN (i)
(ii)
683,135
0
0
0
121,908
0
0
0
20,604
0
825,647
0
0
0
(48)DEARANI MD JOSEPH APHYSICIAN (i)
(ii)
693,751
0
0
0
84,906
0
29,741
0
25,704
0
834,102
0
0
0
(49)MARSH MD W RICHARDPHYSICIAN (i)
(ii)
684,275
0
0
0
126,053
0
20,276
0
14,669
0
845,273
0
0
0
(50)MEYER MD FREDRIC BCHAIR-NEURO SURGERY (i)
(ii)
696,635
0
0
0
126,365
0
37,551
0
29,830
0
890,381
0
0
0
(51)TRASTEK MD VICTOR FFORMER VP (i)
(ii)
0
720,852
0
0
0
146,855
0
43,418
0
17,305
0
928,430
0
0
(52)FORBES MD GLENN SFORMER CEO (i)
(ii)
74,397
0
0
0
146,800
0
0
0
1,803
0
223,000
0
0
0
(53)SCHWENK MD NINA MFORMER VP (i)
(ii)
274,672
0
0
0
9,494
0
41,734
0
8,862
0
334,762
0
0
0
(54)GROSSET JESSICA AFORMER KEY EMPLOYEE (i)
(ii)
0
266,981
0
0
0
7,423
0
67
0
23,604
0
298,075
0
0
(55)BROWN JR MD ROBERT DFORMER KEY EMPLOYEE (i)
(ii)
296,023
0
0
0
15,282
0
28,904
0
15,955
0
356,164
0
0
0
(56)EDWARDS MD BROOKS SFORMER KEY EMPLOYEE (i)
(ii)
394,110
0
0
0
53,967
0
29,845
0
31,042
0
508,964
0
0
0
(57)ERLICHMAN MD CHARLESFORMER KEY EMPLOYEE (i)
(ii)
350,019
0
0
0
51,901
0
47,784
0
9,931
0
459,635
0
0
0
(58)FARRUGIA MD GIANRICOFORMER KEY EMPLOYEE (i)
(ii)
460,193
0
0
0
43,774
0
25,461
0
26,573
0
556,001
0
0
0
(59)GORES MD GREGORY JFORMER KEY EMPLOYEE (i)
(ii)
432,833
0
0
0
54,739
0
37,431
0
18,918
0
543,921
0
0
0
(60)GOSTOUT MD BOBBIE SFORMER KEY EMPLOYEE (i)
(ii)
492,616
0
0
0
69,700
0
38,449
0
2,753
0
603,518
0
0
0
(61)HORLOCKER MD TERESE TFORMER KEY EMPLOYEE (i)
(ii)
415,231
0
0
0
47,599
0
33,099
0
20,604
0
516,533
0
0
0
(62)SCHNEIDER KENNETH JFORMER KEY EMPLOYEE (i)
(ii)
276,526
0
0
0
9,008
0
245
0
14,424
0
300,203
0
0
0
(63)SIMMONS MD PATRICIA SFORMER KEY EMPLOYEE (i)
(ii)
335,852
0
0
0
19,763
0
48,101
0
14,424
0
418,140
0
0
0
(64)SMOLDT CRAIG AFORMER KEY EMPLOYEE (i)
(ii)
372,168
0
0
0
47,756
0
0
0
8,244
0
428,168
0
0
0
(65)WOOD MD DOUGLAS LFORMER KEY EMPLOYEE (i)
(ii)
427,155
0
0
0
193,442
0
45,223
0
22,327
0
688,147
0
0
0
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
  PART I, LINE 1A TRAVEL FOR COMPANIONS IS AVAILABLE TO ALL TRUSTEES SO THAT SPOUSES CAN ACCOMPANY THEM TO THE SITE OF BOARD MEETINGS. IN 2012, SEVERAL TRUSTEES RECEIVED SPOUSAL TRAVEL, WHICH WAS TREATED AS TAXABLE INCOME TO THE TRUSTEE. IN ADDITION, SEVERAL LISTED PERSONS ALSO RECEIVED TRAVEL FOR COMPANIONS SO THAT SPOUSES COULD ACCOMPANY THEM TO FUNDRAISING FUNCTIONS, THIS TOO WAS TREATED AS TAXABLE INCOME TO THE LISTED PERSONS. EXTERNAL TRUSTEES MAY BE REIMBURSED FOR TRAVEL EXPENSES. THE FILING ORGANIZATION REIMBURSES TRUSTEES FOR ACTUAL TRAVEL EXPENSES UP TO THE MAXIMUM COST OF FIRST CLASS TRAVEL. DURING A REVIEW OF SOME COMPENSATION ITEMS, IT WAS REALIZED THAT SOME SMALL AMOUNTS OF REIMBURSED EXPENSES ESCAPED TAXATION IN PRIOR YEARS. THE CORRECTIONS WERE MADE IN 2012 AND PAYMENTS OF THE TAX IMPACT WERE TREATED AS TAXABLE COMPENSATION. THE FOLLOWING INDIVIDUALS WERE IMPACTED: BROWN JR., M.D., ROBERT D. CAMILLERI M.D., MICHAEL DESCHAMPS M.D., CLAUDE FORBES M.D., GLENN S. NESSE M.D., ROBERT E. OLSEN M.D., KERRY D. THE PERSONAL SERVICES THAT WERE PROVIDED ARE INCOME TAX PREPARATION SERVICES THAT ARE AVAILABLE TO ALL VOTING STAFF OF MAYO CLINIC. SEVERAL OF THE CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES LISTED ON THIS RETURN RECEIVED THIS SERVICE, WHICH WAS TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS. THE SUBMISSION OF A RECEIPT IS REQUIRED UNLESS THE BENEFIT IS PAID DIRECTLY TO THE VENDOR. ONE OF THE LISTED PERSONS RECEIVED AN AWARD OR OTHER TANGIBLE RECOGNITION THAT WAS TREATED AS TAXABLE COMPENSATION. PURSUANT TO INSTITUTIONAL POLICIES, CERTAIN SUCH AWARDS HAVE A TAX GROSS-UP APPLIED IN ORDER NOT TO DIMINISH THE RECOGNITION AND CELEBRATORY NATURE OF THE AWARD. EXTERNAL TRUSTEES RECEIVE A SUPPLEMENTAL MEDICAL BENEFIT WHICH, ALONG WITH A PAYMENT TO COVER RELATED TAXES, IS TREATED AS TAXABLE COMPENSATION.
  PART I, LINES 4B-C THIS ENTITY OR ITS AFFILIATE HAS A SUPPLEMENTAL RETIREMENT PLAN (SRP) DESIGNED TO ROUGHLY APPROXIMATE AN EXTENSION OF THE BENEFITS UNDER THE MAYO PENSION PLAN TO INCOME ABOVE THE INTERNAL REVENUE CODE QUALIFIED PLAN LIMIT IN SECTION 401(A)(17). STARTING JANUARY 1, 2011, ALL SRP BENEFITS ARE PAID AS AN ANNUAL TAXABLE CASH PAYMENT. THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). ATKINSON M.D., JOHN L.D. 117,204 BERRY M.D., DANIEL J. 80,215 BOLTON, JEFFREY W. 80,495 BRIGHAM, ROBERT F. 55,113 BROWN JR., M.D., ROBERT D. 10,989 BUSKIRK M.D., STEVEN J. 71,314 CAMILLERI M.D., MICHAEL 68,546 CASCINO M.D., TERRANCE L. 50,702 COCKERILL M.D., FRANKLIN R. 49,291 DEARANI M.D., JOSEPH A. 82,389 DECKER M.D., WYATT W. 70,148 DESCHAMPS M.D., CLAUDE 74,211 DIASIO M.D., ROBERT B. 71,177 EDWARDS M.D., BROOKS S. 50,902 EHMAN M.D., RICHARD L. 83,284 ERLICHMAN M.D., CHARLES 32,469 FARRUGIA M.D., GIANRICO 42,089 FOOTE M.D., ROBERT L. 70,614 FORBES M.D., GLENN S. 132,843 FRANCIS, JAMES R. 12,794 FROISLAND, JEFFREY R. 463 GERTZ M.D., MORIE A. 64,669 GORES M.D., GREGORY J. 51,466 GORMAN M.D., R. SCOTT 30,639 GORMAN, PAUL A. 59,017 GOSTOUT M.D., BOBBIE S. 66,080 GROSSET, JESSICA A. 4,163 HARPER JR., M.D., CHARLES M. 89,902 HAYES M.D., DAVID L. 68,799 HOFFMAN III, HARRY N. 151,234 HOFFMAN, MARY J. 5,541 HORLOCKER M.D., TERESE T. 46,076 KING M.D., BERNARD F. 102,884 LA RUSSO M.D., NICHOLAS F. 88,846 LEVENTHAL M.D., JACK P. 30,078 MARSH M.D., W. RICHARD 117,169 MEYER M.D., FREDRIC B. 121,369 MILLINER M.D., DAWN S. 41,408 NARR M.D., BRADLY J. 58,382 NESSE M.D., ROBERT E. 85,127 NICHOLS III, M.D., FRANCIS C. 48,308 NOSEWORTHY M.D., JOHN H. 271,361 OLSEN M.D., KERRY D. 64,626 OVIATT, JONATHAN J. 65,197 PICHELMANN M.D., MARK A. 27,287 RIZZA M.D., ROBERT A. 84,215 ROCK M.D., MICHAEL G. 81,615 ROGER M.D., VERONIQUE L. 74,701 RUPP M.D., WILLIAM C. 133,241 SAWYER, NAN B. 29,745 SCHMIDT, BRADLEY D. 18,459 SCHNEIDER, KENNETH J. 7,302 SCHWENK M.D., NINA M. 7,452 SIMMONS M.D., PATRICIA S. 13,149 SMOLDT, CRAIG A. 33,035 SWENSEN M.D., STEPHEN J. 91,253 THOMAS, GREGORY J. 39,049 TRASTEK M.D., VICTOR F. 133,194 WALD M.D., JOHN T. 61,413 WARNER M.D., MARK A. 62,316 WEIS, SHIRLEY A. 145,708 WOOD M.D., DOUGLAS L. 79,606 RICHARD EHMAN, M.D. RECEIVED STOCK AS A RESULT OF MAYOS ROYALTY SHARING PLAN THAT HAD A FAIR MARKET VALUE OF $398,760.
SUPPLEMENTAL INFORMATION PART III COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION. PART I, LINE 3: THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE CORE 990 PART VI SECTION B LINE 15 FOR FURTHER INFORMATION REGARDING THE PROCESS UTILIZED.
Schedule J (Form 990) 2012

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number
41-6011702
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A CITY OF ROCHESTER
 
41-6005494 771902EY5 05-11-2006 76,567,052 CONSTRUCTION & ACQUISITION   X   X   X
B CITY OF ROCHESTER
 
41-6005494 771902FE8 04-10-2008 330,000,000 CONSTRUCTION & ACQUISITION   X   X   X
C CITY OF ROCHESTER
 
41-6005494 771902GA5 05-05-2011 293,208,150 REFUND BONDS ORIGINALLY ISSUED 7/16/92 & 9/27/01   X   X   X
D CITY OF ROCHESTER
 
41-6005494 771902GD9 04-04-2012 192,662,250 TO FINANCE ACQUISITION & CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . .        
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 80,683,218 325,948,187 293,208,150 194,830,108
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . . 5,666,177 8,864,264   4,949,479
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 538,346 2,230,808 2,088,829 1,523,766
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 74,478,695 87,603,115   128,966,826
11 Other spent proceeds . . . . . . . . . . . . . . 227,250,000 227,250,000 291,119,321  
12 Other unspent proceeds . . . . . . . . . . . . . . 59,390,036     59,390,036
13 Year of substantial completion . . . . . . . . . . . . 2008 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X X   X     X
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X     X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X   X   X      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . . . . . . . . . . . .   X   X   X    
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   X      
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .   X   X   X    
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0% 0% 0.00000%   %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0% 0% 0%   %
6 Total of lines 4 and 5 . . . . . . . . . . . . . . . 0% 0% 0%   %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X    
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X    
b If “Yes” to line 8a, enter the percentage of bond-financed property sold or disposed of.   %   %   %   %
c If “Yes” to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X X     X X  
b Exception to rebate? . . . . . . . .   X   X X     X
c No rebate due? . . . . . . . . . .
X     X   X   X
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X X     X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . . . .                
e Was a hedge terminated? . . . . . . .                
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
1 Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
SCHEDULE K, PART I, COLUMN (E) AND PART II, LINE 3   THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR BOND ISSUE A IS INVESTMENT EARNINGS. THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR BOND ISSUE B IS INVESTMENT LOSS. THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR BOND ISSUE D IS INVESTMENT EARNINGS. PART IV 2C COLUMN A CALCULATION PERFORMED JANUARY 4, 2011.
SCHEDULE K, PART II, LINE 11, COLUMN B OTHER SPENT PROCEEDS  
Schedule K (Form 990) 2012

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)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 assistance (d) Type of assistance (e) Purpose of assistance
(1)  
 
  44,800 MERIT SCHOLARSHIPS EDUCATIONAL
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2012
Schedule L (Form 990 or 990-EZ) 2012
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) 3M
 
COMMON BOARD MEMBERS 238,499 CONSULTING, PURCHASED PRODUCTS AND SERVICES   No
(2) APOLLO GROUP
 
COMMON BOARD MEMBERS 15,000 PURCHASED SERVICES   No
(3) BARRETTE MD BRIGITTE A SPOUSE OF KEY EMPLOYEE C. DESCHAMPS, M.D. 241,925 EMPLOYMENT   No
(4) BOIS MD JOHN P SON IN LAW OF BOARD MEMBER S. BUSKIRK, M.D. 64,564 EMPLOYMENT   No
(5) BOIS MD MELANIE C DAUGHTER OF BOARD MEMBER S. BUSKIRK, M.D. 24,611 EMPLOYMENT   No
(6) CAPSTONE THERAPEUTICS
 
COMMON BOARD MEMBERS 30,000 CONSULTING   No
(7) CARDIOVASCULAR SYSTEMS INC
 
OWNER IS SPOUSE OF MARILYN CARLSON NELSON 59,190 PURCHASED SERVICES   No
(8) CARLSON WAGONLIT BV
 
ENTITY MORE THAN 35% OWNED BY MARILYN CARLSON NELSON 23,303 SERVICES   No
(9) COUNTRY INN AND SUITES BY CARLSON
 
SUBSIDIARY OF ENTITY MORE THAN 35% OWNED BY MARILYN CARLSON NELSON 54,926 PURCHASED SERVICES   No
(10) ENRIQUEZ-SARANO MD MAURICE E SPOUSE OF BOARD MEMBER V. ROGER, M.D. 533,496 EMPLOYMENT   No
(11) FEDERAL EXPRESS
 
COMMON BOARD MEMBERS 900,847 SHIPPING & CONSULTING   No
(12) FOOTE ROBERT TYLER SON OF KEY EMPLOYEE R. FOOTE, M.D. 68,546 EMPLOYMENT   No
(13) GABRIEL MD SHERINE E SPOUSE OF KEY EMPLOYEE F. COCKERILL, M.D. 320,301 EMPLOYMENT   No
(14) GENERAL MILLS
 
COMMON BOARD MEMBERS 79,800 RESEARCH AGREEMENT/GRANT AND CONSORTIUM   No
(15) GERTZ JAIMEE B
 
DAUGHTER OF KEY EMPLOYEE M. GERTZ, M.D. 69,201 EMPLOYMENT   No
(16) GOSTOUT MD CHRISTOPHER J SPOUSE OF FORMER KEY EMPLOYEE B. GOSTOUT, M.D. 531,012 EMPLOYMENT   No
(17) HAYES MD SHARONNE N SPOUSE OF KEY EMPLOYEE D. HAYES, M.D. 449,063 EMPLOYMENT   No
(18) HOUSTON MD MARGARET S SPOUSE OF BOARD MEMBER R. EHMAN, M.D. 135,260 EMPLOYMENT   No
(19) INCISIVE SURGICAL INC
 
COMMON BOARD MEMBERS 11,381 PURCHASED SERVICES   No
(20) INSPIRE MEDICAL SYSTEMS LLC
 
COMMON BOARD MEMBERS 12,500 CONSULTING CONTRACT   No
(21) MAYO COLLABORATIVE SERVICES INC
 
COMMON BOARD MEMBERS 499,299,322 SERVICES,RENT AND ACQUISTION OF ASSETS   No
(22) MAYO HOLDING COMPANY
 
COMMON BOARD MEMBERS 191,824,611 SERVICES, RENT AND DIVIDEND   No
(23) MAYO MEDICAL LABORATORIES NEW ENGLAND INC
 
COMMON BOARD MEMBERS 2,896,396 SERVICES   No
(24) MERCK & CO
 
COMMON BOARD MEMBERS 12,284,004 SPONSORED RESEARCH, PURCHASED SERVICES AND CONSULTING   No
(25) MILLINER MD ERIC K SPOUSE OF BOARD MEMBER D. MILLINER, M.D. 244,249 EMPLOYMENT   No
(26) MMSI INC
 
COMMON BOARD MEMBERS 268,715,669 SERVICES AND RENT   No
(27) NXTHERA
 
COMMON BOARD MEMBERS 67,491 SPONSORED RESEARCH   No
(28) OLSEN MD DAVID A SON OF BOARD MEMBER K. OLSEN, M.D. 68,254 EMPLOYMENT   No
(29) OLSEN MD MOLLY M DAUGHTER-IN-LAW OF BOARD MEMBER K. OLSEN, M.D. 68,829 EMPLOYMENT   No
(30) OLSEN MD STEVEN M SON OF BOARD MEMBER K. OLSEN, M.D. 37,525 EMPLOYMENT   No
(31) PITNEY BOWES
 
COMMON BOARD MEMBERS 5,301,268 PURCHASED SERVICES   No
(32) RADISSON
 
SUBSIDIARY OF ENTITY MORE THAN 35% OWNED BY MARILYN CARLSON NELSON 62,205 PURCHASED SERVICES   No
(33) ROCK CHRISTOPHER M SON OF KEY EMPLOYEE M. ROCK, M.D. 91,032 EMPLOYMENT   No
(34) SCHWENK II MD W FREDERICK SPOUSE OF FORMER OFFICER N. SCHWENK, M.D. 264,411 EMPLOYMENT   No
(35) SPECTRUM DYNAMICS
 
BOARD MEMBER IS SPOUSE OF MARILYN CARLSON NELSON 602,816 PURCHASED PRODUCTS AND SERVICES   No
(36) WARNER MD MARY ELLEN SPOUSE OF KEY EMPLOYEE M. WARNER, M.D. 31,115 EMPLOYMENT   No
(37) WARNER MD PAUL A SON OF KEY EMPLOYEE M. WARNER, M.D. 506,849 EMPLOYMENT   No
(38) WASTE MANAGEMENT
 
COMMON BOARD MEMBERS 470,097 PURCHASED SERVICES   No
(39) RESOUNDANT INC
 
JOINT VENTURE OWNERSHIP 795,000 JOINT VENTURE   No
(40) SAWYER DANIEL D SPOUSE OF KEY EMPLOYEE NAN B. SAWYER 102,523 EMPLOYMENT   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) 2012

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 4    
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 227 10,136,281 MEAN MARKET VALUE
10 Securities—Closely held stock . X 1 950,000 MEAN MARKET VALUE
11 Securities—Partnership, LLC,
or trust interests ....
X 4 15,000,000 MARKET VALUE
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial .. X 1 2,000,000 EXPERTS
17 Real estate—Other ...        
18 Collectibles ..... X 1    
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts .... X 2    
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( OTHER MISCELLANEOUS ) X 44 366,507 MARKET VALUE
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
9
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS FOR EACH TYPE OF PROPERTY REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS.
THIRD PARTY USE: PART I, LINE 32B: MAYO CLINIC (MAYO) UTILIZES SEVERAL THIRD PARTIES TO SELL NON-CASH CONTRIBUTIONS. FOR REAL ESTATE GIFTS, MAYO CONTRACTS WITH REALTORS AND BROKERS; FOR STOCK AND SECURITY GIFTS, MAYO UTILIZES SEVERAL DIFFERENT BROKERS AND BROKERAGE FIRMS; FOR TANGIBLE PERSONAL PROPERTY, MAYO USES A BROKER WHO LISTS THE ITEMS ON EBAY. THESE ARRANGEMENTS ARE ALL FEE AND COMMISSION-BASED.
NON REPORTING OF REVENUE: PART I, LINE 33: MAYO RECEIVED IN-KIND GIFTS THROUGHOUT THE YEAR WHERE NO REVENUE IS RECORDED AND A DESCRIPTIVE RECEIPT IS ISSUED. REVENUE IS RECOGNIZED ON GIFTS IN-KIND WHEN THE FAIR MARKET VALUE MEETS CAPITALIZATION THRESHOLDS.
Schedule M (Form 990) (2012)
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
2012
Open to Public
Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Identifier Return Reference Explanation
  FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: BOLTON, JEFFREY W. BROWN, WILLIAM A. FRANCIS, JAMES R. FROISLAND, JEFFREY R. GROSSET, JESSICA A. HUBERT, SHERRY L. NOSEWORTHY M.D., JOHN H. OVIATT, JONATHAN J. THOMAS, GREGORY J. TRASTEK M.D., VICTOR F. WEIS, SHIRLEY A. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: BOLTON, JEFFREY W. BRIGHAM, ROBERT F. BROWN, WILLIAM A. EDWARDS M.D., BROOKS S. FRANCIS, JAMES R. FROISLAND, JEFFREY R. GROSSET, JESSICA A. HOFFMAN III, HARRY N. HOFFMAN, MARY J. HUBERT, SHERRY L. NESSE M.D., ROBERT E. NOSEWORTHY M.D., JOHN H. OVIATT, JONATHAN J. SAWYER, NAN B. SCHMIDT, BRADLEY D. THOMAS, GREGORY J. TRASTEK M.D., VICTOR F. WEIS, SHIRLEY A. THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: BRIGHAM, ROBERT F. BUSKIRK M.D., STEVEN J. HOFFMAN, MARY J. LEVENTHAL M.D., JACK P. PICHELMANN M.D., MARK A. RUPP M.D., WILLIAM C. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: BRIGHAM, ROBERT F. BUSKIRK M.D., STEVEN J. HOFFMAN, MARY J. LEVENTHAL M.D., JACK P. RUPP M.D., WILLIAM C. THE FOLLOWING INDIVIDUALS ARE EMPLOYED BY A RELATED ORGANIZATION: DECKER M.D., WYATT W. GORMAN M.D., R. SCOTT THOMAS, GREGORY J. RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS WHO ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: DECKER M.D., WYATT W. FROISLAND, JEFFREY R. GORMAN M.D., R. SCOTT THOMAS, GREGORY J. TRASTEK M.D., VICTOR F. FRANKLIN R. COCKERILL M.D. & RICHARD L. EHMAN M.D. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF LOBSS NETWORK SUPPORT 2002, INC., A RELATED TAXABLE ENTITY. FRANKLIN R. COCKERILL M.D., RICHARD L. EHMAN M.D., GIANRICO FARRUGIA M.D., JEFFREY R. FROISLAND, NAN B. SAWYER, & JOHN T. WALD M.D. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO COLLABORATIVE SERVICES, INC., A RELATED TAXABLE ENTITY. JEFFREY W. BOLTON & JONATHAN J. OVIATT HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO HOLDING COMPANY, A RELATED TAXABLE ENTITY. JEFFREY R. FROISLAND, HARRY N. HOFFMAN III, & JONATHAN J. OVIATT HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO INSURANCE COMPANY, LTD., A RELATED TAXABLE ENTITY. FRANKLIN R. COCKERILL M.D. & RICHARD L. EHMAN M.D. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO MEDICAL LABORATORIES NEW ENGLAND, INC., A RELATED TAXABLE ENTITY. JEFFREY W. BOLTON, SCOTT R. GORMAN M.D., ROBERT E. NESSE M.D., JONATHAN J. OVIATT, & MICHAEL G. ROCK M.D. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MMSI, INC., A RELATED TAXABLE ENTITY. JEFFREY W. BOLTON & RICHARD L. EHMAN M.D. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF RESOUNDANT, INC., A RELATED TAXABLE ENTITY. JEFFREY R. FROISLAND & GREGORY J. THOMAS HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF SUPERBLOCK 3 PROPERTY OWNERS' ASSOCIATION, A RELATED TAXABLE ENTITY.
  FORM 990, PART VI, SECTION A, LINE 3 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH AND OTHER RELATED COMPANIES PROVIDE MANAGEMENT SERVICES TO THE ENTIRE SYSTEM OF ENTITIES WHICH WOULD INCLUDE THE FILING ORGANIZATION. SINCE THE ENTITIES ARE RELATED ORGANIZATIONS, COMPENSATION FOR THE OFFICERS, DIRECTORS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES HAS BEEN DISCLOSED IN PART VII AND SCHEDULE J AS REQUIRED.
  FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE CHANGED TO ALLOW FOR A TEMPORARY CHANGE IN THE NUMBER OF PUBLIC TRUSTEES.
  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 AND IS REVIEWED BY THE TAX DIRECTOR. IT IS THEN REVIEWED BY THE CONTROLLER, CHIEF FINANCIAL OFFICER, GENERAL COUNSEL, THE CAO, AND CEO. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF MAYO CLINIC'S GOVERNING BODY VIA US MAIL, E-MAIL, OR DISTRIBUTION AT A BOARD MEETING. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE FORM 990.
  FORM 990, PART VI, SECTION B, LINE 12C MAYO CLINIC AND ITS AFFILIATES HAVE A COMPREHENSIVE CONFLICT OF INTEREST POLICY APPLICABLE TO ALL OF THE AFFILIATED ENTITIES AND TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES OF THOSE ENTITIES. ALL CURRENT AND FORMER OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES WHO WE ANTICIPATE WILL BE LISTED ON A FORM 990 ARE ASKED TO COMPLETE AN "ANNUAL TAX AND COMPLIANCE DISCLOSURE" FORM. THIS INFORMATION IS REVIEWED BY BOTH THE CORPORATE TAX DEPARTMENT AND THE OFFICE OF CONFLICT OF INTEREST REVIEW. ALL DISCLOSURES OF CURRENT OR PROPOSED ACTIVITY THAT REQUIRE ACTION UNDER THE POLICY ARE THE SUBJECT OF ONGOING REVIEW AND ACTION THROUGH THE OFFICE OF CONFLICT OF INTEREST REVIEW AND THE CONFLICT OF INTEREST REVIEW BOARD. INVOLVED INDIVIDUALS ARE INFORMED OF ALL REQUIRED ACTION. MANY TYPES OF RELATIONSHIPS THAT COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED. OTHER TYPES OF RELATIONSHIPS ARE PERMITTED SUBJECT TO COMPLIANCE WITH THE MANAGEMENT PLAN ESTABLISHED BY THE CONFLICT OF INTEREST REVIEW BOARD. A COMMON MANAGEMENT STRATEGY FOR PERMITTED ACTIVITIES IS TO REQUIRE BILATERAL RECUSAL AND APPROPRIATE DOCUMENTATION IN THE MINUTES OF 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. THIS POLICY APPLIES TO THE ORGANIZATION'S DISREGARDED ENTITY.
  FORM 990, PART VI, SECTION B, LINE 15B THE MAYO CLINIC SALARY AND BENEFITS COMMITTEE INITIALLY REVIEWS THE COMPENSATION OF PHYSICIANS AND ADMINISTRATIVE LEADERSHIP FOR THE ARIZONA, FLORIDA, AND ROCHESTER, MINNESOTA CAMPUSES. THE COMMITTEE IS COMPRISED OF MAYO EMPLOYEES, BUT IS INDEPENDENT FOR INTERNAL REVENUE CODE 4958 FOR THE INDIVIDUALS WHOSE SALARY IS REVIEWED (WITH RECUSAL WHERE APPROPRIATE). FOR THOSE INDIVIDUALS FOR WHICH THIS COMMITTEE CAN NOT SERVE AS THE INDEPENDENT REVIEW, THEIR COMPENSATION AND BENEFITS ARE REVIEWED BY THE GOVERNANCE COMMITTEE (DESCRIBED BELOW). THE SALARY AND BENEFITS COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. THE MAYO CLINIC COMMITTEE ON OFFICER SUCCESSION, COMPENSATION, AND GOVERNANCE (GOVERNANCE COMMITTEE) IS COMPRISED OF SEVEN OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. THIS GROUP REVIEWS THE COMPENSATION AND BENEFITS FOR PHYSICIANS FROM ALL CAMPUSES, INCLUDING THE MAYO CLINIC 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. 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.
  FORM 990, PART VI, SECTION C, LINE 19 MAYO CLINIC'S ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE SECRETARY OF STATE'S OFFICE OR UPON REQUEST FROM MAYO CLINIC. BYLAWS AND OTHER GOVERNANCE DOCUMENTS ARE AVAILABLE UPON REQUEST FOR PURPOSES THAT MAYO CLINIC DEEMS APPROPRIATE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON MAYO CLINIC'S WEBSITE OR UPON REQUEST. MAYO CLINIC'S CONSOLIDATED FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE AVAILABLE UPON REQUEST OR THROUGH THE MINNESOTA ATTORNEY GENERALS'S OFFICE. THE CONSOLIDATED FINANCIAL STATEMENTS OF MAYO CLINIC ARE ALSO ATTACHED TO THE FORM 990 AND WOULD BE AVAILABLE UPON REQUEST OF THE FORM 990. MAYO CLINIC'S FORMS 990-T AND 1023 ARE AVAILABLE UPON REQUEST.
OTHER FEES FORM 990, PART IX, LINE 11G I/C PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 84,177,246. MANAGEMENT AND GENERAL EXPENSES 304,967,591. FUNDRAISING EXPENSES 115,153. TOTAL EXPENSES 389,259,990. OTHER PURCHASED SERVICES : PROGRAM SERVICE EXPENSES 120,609,301. MANAGEMENT AND GENERAL EXPENSES 10,991,467. FUNDRAISING EXPENSES 3,815,061. TOTAL EXPENSES 135,415,829.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: REFUNDS OF CONTRIBUTIONS -276,035. PENSION-POST RETIREMENT (PER FASB ASC 715) -853,235,164. PLEDGE CHANGE (PER FASB ASC 958-20) -712,566. CHANGE IN INVESTMENT IN TAXABLE SUBSIDIARY - MHC -72,340,169. LOSSES ON UNCOLLECTIBLE PLEDGES -20,660,664. ASSETS OF DISREGARDED ENTITY 128,639,881.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

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
2012
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) 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

(1) MAYO COLLABORATIVE SERVICES LLC
200 FIRST STREET SW
ROCHESTER,MN55905
41-6011702
LAB SERVICES MN 0 181,702,022 MAYO CLINIC
 










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to 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 entity?
Yes No
(1) BLOOMER LAKEVIEW INC

2110 DUNCAN ROAD

BLOOMER,WI54724
39-1450617
LOW INCOME HOUSING WI 501(C)(3) 7 MCHS--CHIPPEWA VALLEY INC
 
Yes
 
(2) CHARTERHOUSE INC

200 FIRST STREET SW

ROCHESTER,MN55905
41-1405254
RETIREMENT LIVING CENTER MN 501(C)(3) 9 MAYO CLINIC
 
Yes
 
(3) FRANCISCAN SKEMP FOUNDATION OF ARCADIA INC

464 SOUTH ST JOSEPH AVENUE

ARCADIA,WI54612
39-1322480
FUNDRAISING FOUNDATION WI 501(C)(3) 9 MCHS--FRANCISCAN HEALTHCARE INC
 
Yes
 
(4) GOLD CROSS AMBULANCE SERVICE

200 FIRST STREET SW

ROCHESTER,MN55905
41-1917516
AMBULANCE SERVICE MN 501(C)(3) 9 MFMER
 
Yes
 
(5) LUTHER LAKESIDE APARTMENTS INC

PO BOX 1510

EAU CLAIRE,WI54702
39-1409024
LOW INCOME HOUSING FOR ELDERLY WI 501(C)(3) 9 MCHS--EAU CLAIRE HOSPITAL INC
 
Yes
 
(6) MAYO CLINIC

200 FIRST STREET SW

ROCHESTER,MN55905
41-6011702
PATIENT CARE - CLINIC MN 501(C)(3) 9 N/A
Yes
 
(7) MAYO CLINIC -- METHODIST HOSPITAL

200 FIRST STREET SW

ROCHESTER,MN55905
41-0739106
HOSPITAL MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(8) MAYO CLINIC -- SAINT MARYS HOSPITAL

200 FIRST STREET SW

ROCHESTER,MN55905
41-0944601
HOSPITAL MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(9) MAYO CLINIC ARIZONA

13400 EAST SHEA BOULEVARD

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

4500 SAN PABLO ROAD

JACKSONVILLE,FL32224
59-0714831
HOSPITAL FL 501(C)(3) 3 MAYO CLINIC JACKSONVILLE
 
Yes
 
(11) MAYO CLINIC HEALTH SYSTEM IN WAYCROSS INC

1900 TEBEAU STREET

WAYCROSS,GA31501
58-1667166
HOSPITAL GA 501(C)(3) 3 MAYO CLINIC JACKSONVILLE
 
Yes
 
(12) MAYO CLINIC HEALTH SYSTEM--ALBERT LEA

1000 FIRST DRIVE NW

AUSTIN,MN55912
41-1404075
HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(13) MAYO CLINIC HEALTH SYSTEM--AUSTIN

1000 FIRST DRIVE NW

AUSTIN,MN55912
41-0695606
HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(14) MAYO CLINIC HEALTH SYSTEM--AUSTIN FOUNDATION

1000 FIRST DRIVE NW

AUSTIN,MN55912
30-0107471
FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--AUSTIN
 
Yes
 
(15) MAYO CLINIC HEALTH SYSTEM--CANNON FALLS

1116 WEST MILL STREET

CANNON FALLS,MN55009
20-4156428
HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(16) MAYO CLINIC HEALTH SYSTEM--CHIPPEWA VALLEY INC

1501 THOMPSON STREET

BLOOMER,WI54724
39-0980343
HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC
 
Yes
 
(17) MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE CLINIC INC

733 W CLAIREMONT AVE PO BOX 1510

EAU CLAIRE,WI54702
39-1735831
PATIENT CARE - CLINIC WI 501(C)(3) 3 MAYO CLINIC
 
 
No
(18) MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE FOUNDATION INC

733 W CLAIREMONT AVE PO BOX 1510

EAU CLAIRE,WI54702
39-1633407
GRANTMAKING FOUNDATION WI 501(C)(3) 11-I MCHS--EAU CLAIRE CLINIC INC
 
 
No
(19) MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC

1221 WHIPPLE STREET

EAU CLAIRE,WI54703
39-0813418
HOSPITAL WI 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(20) MAYO CLINIC HEALTH SYSTEM--FAIRMONT

800 MEDICAL CENTER DRIVE PO BOX 800

FAIRMONT,MN56031
41-0760836
HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO
 
Yes
 
(21) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION INC

700 WEST AVE SOUTH

LA CROSSE,WI54601
39-1186647
FUNDRAISING FOUNDATION WI 501(C)(3) 7 MCHS--FRANCISCAN HEALTHCARE INC
 
Yes
 
(22) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION-SPARTA INC

310 WEST MAIN STREET

SPARTA,WI54656
39-1423234
FUNDRAISING FOUNDATION WI 501(C)(3) 9 MCHS--FRANCISCAN HEALTHCARE INC
 
Yes
 
(23) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE INC

700 WEST AVE SOUTH

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

700 WEST AVE SOUTH

LA CROSSE,WI54601
39-0806374
HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--FRANCISCAN HEALTHCARE INC
 
Yes
 
(25) MAYO CLINIC HEALTH SYSTEM--HOME HEALTH & HOSPICE INC

PO BOX 2060

EAU CLAIRE,WI54702
39-1491516
HOME HEALTH AND HOSPICE CARE WI 501(C)(3) 9 MCHS--EAU CLAIRE HOSPITAL INC
 
Yes
 
(26) MAYO CLINIC HEALTH SYSTEM--LAKE CITY

500 WEST GRANT STREET

LAKE CITY,MN55041
41-1906820
HOSPITAL MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(27) MAYO CLINIC HEALTH SYSTEM--MANKATO

1025 MARSH STREET

MANKATO,MN56002
41-1236756
HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(28) MAYO CLINIC HEALTH SYSTEM--MANKATO HEALTH CARE FOUNDATION

1025 MARSH STREET

MANKATO,MN56002
41-1663357
FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--MANKATO
 
Yes
 
(29) MAYO CLINIC HEALTH SYSTEM--NEW PRAGUE

301 SECOND STREET NE

NEW PRAGUE,MN56071
41-0723639
HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO
 
Yes
 
(30) MAYO CLINIC HEALTH SYSTEM--NORTHLAND INC

1222 EAST WOODLAND AVENUE

BARRON,WI54812
39-0920634
HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC
 
Yes
 
(31) MAYO CLINIC HEALTH SYSTEM--OAKRIDGE INC

13025 EIGHTH STREET PO BOX 70

OSSEO,WI54758
39-1029430
HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC
 
Yes
 
(32) MAYO CLINIC HEALTH SYSTEM--OWATONNA

134 SOUTHVIEW ST

OWATONNA,MN55060
41-1862132
PATIENT CARE - CLINIC MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(33) MAYO CLINIC HEALTH SYSTEM--RED CEDAR INC

2321 STOUT ROAD

MENOMONIE,WI54751
51-0190875
HOSPITAL AND CLINIC WI 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(34) MAYO CLINIC HEALTH SYSTEM--RED WING

701 HEWITT BOULEVARD

RED WING,MN55066
41-1713783
PATIENT CARE SERVICES MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(35) MAYO CLINIC HEALTH SYSTEM--RED WING HOME HEALTH & HOSPICE

701 HEWITT BOULEVARD

RED WING,MN55066
41-1539756
HOME HEALTHCARE SERVICES MN 501(C)(3) 7 MCHS--RED WING
 
Yes
 
(36) MAYO CLINIC HEALTH SYSTEM--SPRINGFIELD

625 NORTH JACKSON AVENUE

SPRINGFIELD,MN56087
41-1893827
HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO
 
Yes
 
(37) MAYO CLINIC HEALTH SYSTEM--ST JAMES

1101 MOULTON PARSONS DR PO BOX 460

ST JAMES,MN56081
41-0797368
HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO
 
Yes
 
(38) MAYO CLINIC HEALTH SYSTEM--ST JAMES HEALTH CARE FOUNDATION

1101 MOULTON PARSONS DR PO BOX 460

ST JAMES,MN56081
41-1444129
FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--ST JAMES
 
Yes
 
(39) MAYO CLINIC HEALTH SYSTEM--SUPPORTIVE HOMECARE INC

PO BOX 2060

EAU CLAIRE,WI54702
39-1686673
HOME HEALTH CARE WI 501(C)(3) 9 MCHS--EAU CLAIRE HOSPITAL INC
 
Yes
 
(40) MAYO CLINIC HEALTH SYSTEM--WASECA

501 NORTH STATE STREET

WASECA,MN56093
36-3606405
HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO
 
Yes
 
(41) MAYO CLINIC JACKSONVILLE

4500 SAN PABLO ROAD

JACKSONVILLE,FL32224
59-3337028
PATIENT CARE - CLINIC FL 501(C)(3) 7 MAYO CLINIC
 
Yes
 
(42) 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
 
(43) MAYO KLINIK STIFTUNG

60486 FRANKFURT AM MAIN
FRANKFURT    
GM
FUNDRAISING FOUNDATION GM     MFMER
 
Yes
 
(44) 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
 
(45) POVERELLO FOUNDATION

200 FIRST STREET SW

ROCHESTER,MN55905
41-1494881
FUNDRAISING FOUNDATION MN 501(C)(3) 7 MAYO CLINIC -- SAINT MARYS HOSPITAL
 
Yes
 
(46) RED WING SEMINARY HOME

701 HEWITT BOULEVARD

RED WING,MN55066
41-1263419
RESIDENT CARE AND HOUSING MN 501(C)(3) 9 MCHS--RED WING
 
Yes
 
(47) SATILLA HEALTH MANAGEMENT INC

1900 TEBEAU STREET

WAYCROSS,GA31501
58-1717889
HEALTHCARE SERVICES GA 501(C)(3) 3 MCHS IN WAYCROSS INC
 
Yes
 
(48) THE DOWNTOWN PLAZA

701 HEWITT BOULEVARD

RED WING,MN55066
41-1532554
ELDERLY HOUSING MN 501(C)(3) 9 MCHS--RED WING
 
Yes
 
(49) JUNE CARBONE & ANGELO CARBONE MEDICAL RESEARCH TRUST

200 FIRST STREET SW

ROCHESTER,MN55905
41-6383037
CHARITABLE TRUST MN 501(C)(3) 11-III-O N/A
Yes
 
(50) THE RITA FOUNDATION

8334 AMHERST HILLS LANE

JACKSONVILLE,FL322563467
59-3614273
FUNDRAISING FOUNDATION FL 501(C)(3) 11-III-O N/A
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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 388 44,623,471   No 93,307 Yes   84.050 %
(2) PHYSICIAN SOFTWARE SYSTEMS LLC

3333 WARRENVILLE ROAD SUITE 200
LISLE,IL60532
45-3414836
HEALTHCARE RELATED SOFTWARE IL N/A
                 










Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to 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
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) HEALTH TRADITION HEALTH PLAN

1808 EAST MAIN STREET
ONALASKA,WI54650
39-1545987
MEDICAL SERVICES COMPANY WI N/A
C       Yes  
(2) LOBSS NETWORK SUPPORT 2002 INC

200 FIRST STREET SW
ROCHESTER,MN55905
48-1276150
ADMINISTRATIVE SERVICES MN N/A
C       Yes  
(3) MAYO CLINIC GBS MAURITIUS

2ND FLOOR EBENE MEWS 57
EBENE CYBERCITY    
MP
HEALTHCARE MANAGEMENT MP N/A
C       Yes  
(4) MAYO CLINIC HEALTH SYSTEM--DECORAH CLINIC PHYSICIANS

907 MONTGOMERY STREET
DECORAH,IA52101
41-1711329
PATIENT CARE - CLINIC IA N/A
C       Yes  
(5) MAYO CLINIC HEALTH SYSTEM--FARIBAULT

635 FIRST STREET SE
FARIBAULT,MN55021
41-1817179
PATIENT CARE - CLINIC MN N/A
C       Yes  
(6) MAYO CLINIC HEALTH SYSTEM--PHARMACY & HOME MEDICAL INC

1221 WHIPPLE STREET
EAU CLAIRE,WI54703
39-1528920
PHARMACY SERVICES WI N/A
C       Yes  
(7) MAYO COLLABORATIVE SERVICES INC

200 FIRST STREET SW
ROCHESTER,MN55905
41-1346366
REFERENCE LAB SERVICES MN N/A
C       Yes  
(8) MAYO HOLDING COMPANY

200 FIRST STREET SW
ROCHESTER,MN55905
41-1578020
HOLDING COMPANY MN MAYO CLINIC
 
C 2,324,114 108,048,108 100.000 % Yes  
(9) MAYO INSURANCE COMPANY LTD

200 FIRST STREET SW
ROCHESTER,MN55905
SELF INSURANCE POOL CJ MAYO CLINIC
 
C 6,617,980 138,837,704 100.000 % Yes  
(10) MAYO MEDICAL LABORATORIES NEW ENGLAND INC

265 BALLARDVALE STREET
WILMINGTON,MA01887
04-3323713
LABORATORY SERVICES MA N/A
C       Yes  
(11) MAYO REGIONAL PRACTICES OF ARIZONA

13400 EAST SHEA BOULEVARD
SCOTTSDALE,AZ85259
06-1190278
THIRD PARTY ADMINISTRATION SERVICES AZ N/A
C       Yes  
(12) MMSI INC

21 FIRST STREET SW
ROCHESTER,MN55905
41-1547003
THIRD PARTY ADMINISTRATION SERVICES MN N/A
C       Yes  
(13) RESOUNDANT INC

221 1ST AVE SW
ROCHESTER,MN55902
46-1661978
MANUFACTURING MEDICAL DEVICE COMPONENT MN N/A
C       Yes  
(14) ROCHESTER AIRPORT COMPANY

ROUTE 2
ROCHESTER,MN55902
41-0506870
AIRPORT MANAGEMENT MN MAYO CLINIC
 
C 109,840 1,783,346 100.000 % Yes  
(15) SATILLA HEALTH ENTERPRISES INC

1900 TEBEAU STREET
WAYCROSS,GA31501
58-1717222
HEALTHCARE GA N/A
C       Yes  
(16) SATILLA HEALTHNET INC

1900 TEBEAU STREET
WAYCROSS,GA31501
58-2151076
HEALTH SERVICES GA N/A
C       Yes  
(17) SATILLA REGIONAL SPECIALTY PHYSICIANS INC

1900 TEBEAU STREET
WAYCROSS,GA31501
20-4363143
PHYSICIAN OFFICES GA N/A
C       Yes  
(18) SIT ALPHA II BOND FUND LTD

CLIFTON HOUSE 75 FORTH ST
GRAND CAYMAN   KY1-1108
CJ
98-0648163
INVESTMENT MANAGEMENT CJ N/A
C       Yes  
(19) SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION

13400 E SHEA BLVD
SCOTTSDALE,AZ85259
86-0870505
COMMERCIAL PROPERTY OWNERS ASSOCIATION AZ N/A
C       Yes  
(20) THE STABILE BUILDING OWNERS' ASSOCIATION

200 FIRST STREET SW
ROCHESTER,MN55905
20-8994499
COMMERCIAL PROPERTY OWNERS ASSOCIATION MN MAYO CLINIC
 
C     85.000 % Yes  
(21) CHARITABLE LEAD TRUST

 
 
CHARITABLE TRUST CA N/A
T       Yes  
(22) PERPETUAL TRUST

 
 
CHARITABLE TRUST ND N/A
T       Yes  
(23) PERPETUAL TRUST

 
 
CHARITABLE TRUST LA N/A
T       Yes  
(24) PERPETUAL TRUST (2)

 
 
CHARITABLE TRUST MA N/A
T       Yes  
(25) PERPETUAL TRUST

 
 
CHARITABLE TRUST MO N/A
T       Yes  
(26) PERPETUAL TRUST

 
 
CHARITABLE TRUST AZ N/A
T       Yes  
(27) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST CO N/A
T       Yes  
(28) CHARITABLE REMAINDER TRUST (6)

 
 
CHARITABLE TRUST FL N/A
T       Yes  
(29) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST FL N/A
T       Yes  
(30) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST IL N/A
T       Yes  
(31) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST LA N/A
T       Yes  
(32) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST MI N/A
T       Yes  
(33) CHARITABLE REMAINDER TRUST (68)

 
 
CHARITABLE TRUST MN N/A
T       Yes  
(34) CHARITABLE REMAINDER TRUST (77)

 
 
CHARITABLE TRUST MN N/A
T       Yes  
(35) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST NC N/A
T       Yes  
(36) CHARITABLE REMAINDER TRUST (2)

 
 
CHARITABLE TRUST TX N/A
T       Yes  
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
Yes
 
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
Yes
 
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
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-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) CHARTERHOUSE INC

A 232,875 GAAP
(2) CHARTERHOUSE INC

J 79,825 GAAP
(3) CHARTERHOUSE INC

K 179,364 GAAP
(4) CHARTERHOUSE INC

L 97,032 GAAP
(5) CHARTERHOUSE INC

R 536,256 GAAP
(6) CHARTERHOUSE INC

S 3,338,259 GAAP
(7) FRANKLIN HEATING STATION

P 30,445,379 GAAP
(8) GOLD CROSS AMBULANCE SERVICE

C 25,000,000 GAAP
(9) GOLD CROSS AMBULANCE SERVICE

P 5,606,257 GAAP
(10) GOLD CROSS AMBULANCE SERVICE

Q 126,089 GAAP
(11) MAYO CLINIC - METHODIST HOSPITAL

C 90,000,000 GAAP
(12) MAYO CLINIC - METHODIST HOSPITAL

J 30,044,539 GAAP
(13) MAYO CLINIC - METHODIST HOSPITAL

P 25,871,004 GAAP
(14) MAYO CLINIC - METHODIST HOSPITAL

Q 87,614,307 GAAP
(15) MAYO CLINIC - METHODIST HOSPITAL

R 471,028 GAAP
(16) MAYO CLINIC - METHODIST HOSPITAL

S 41,575,910 GAAP
(17) MAYO CLINIC - SAINT MARYS HOSPITAL

B 95,342 GAAP
(18) MAYO CLINIC - SAINT MARYS HOSPITAL

C 40,000,000 GAAP
(19) MAYO CLINIC - SAINT MARYS HOSPITAL

J 63,561,256 GAAP
(20) MAYO CLINIC - SAINT MARYS HOSPITAL

P 69,334,751 GAAP
(21) MAYO CLINIC - SAINT MARYS HOSPITAL

Q 156,407,924 GAAP
(22) MAYO CLINIC - SAINT MARYS HOSPITAL

R 626,952 GAAP
(23) MAYO CLINIC - SAINT MARYS HOSPITAL

S 94,754,801 GAAP
(24) MAYO CLINIC ARIZONA

B 39,074,898 GAAP
(25) MAYO CLINIC ARIZONA

C 13,758,132 GAAP
(26) MAYO CLINIC ARIZONA

J 54,802,838 GAAP
(27) MAYO CLINIC ARIZONA

P 62,488,522 GAAP
(28) MAYO CLINIC ARIZONA

Q 2,901,370 GAAP
(29) MAYO CLINIC ARIZONA

R 13,130,576 GAAP
(30) MAYO CLINIC ARIZONA

S 3,067,983 GAAP
(31) MAYO CLINIC FLORIDA

B 3,597,019 GAAP
(32) MAYO CLINIC FLORIDA

C 152,261 GAAP
(33) MAYO CLINIC FLORIDA

Q 143,989 GAAP
(34) MAYO CLINIC HEALTH SYSTEM--ALBERT LEA

A 34,676 GAAP
(35) MAYO CLINIC HEALTH SYSTEM--ALBERT LEA

B 554,371 GAAP
(36) MAYO CLINIC HEALTH SYSTEM--ALBERT LEA

L 4,896,927 GAAP
(37) MAYO CLINIC HEALTH SYSTEM--ALBERT LEA

M 295,843 GAAP
(38) MAYO CLINIC HEALTH SYSTEM--ALBERT LEA

R 5,935,659 GAAP
(39) MAYO CLINIC HEALTH SYSTEM--AUSTIN

K 82,584 GAAP
(40) MAYO CLINIC HEALTH SYSTEM--AUSTIN

L 4,307,637 GAAP
(41) MAYO CLINIC HEALTH SYSTEM--AUSTIN

M 274,363 GAAP
(42) MAYO CLINIC HEALTH SYSTEM--AUSTIN

R 4,207,196 GAAP
(43) MAYO CLINIC HEALTH SYSTEM--AUSTIN FOUNDATION

B 404,254 GAAP
(44) MAYO CLINIC HEALTH SYSTEM--CANNON FALLS

B 1,096,124 GAAP
(45) MAYO CLINIC HEALTH SYSTEM--CANNON FALLS

K 60,064 GAAP
(46) MAYO CLINIC HEALTH SYSTEM--CANNON FALLS

L 705,657 GAAP
(47) MAYO CLINIC HEALTH SYSTEM--CHIPPEWA VALLEY INC

B 92,641 GAAP
(48) MAYO CLINIC HEALTH SYSTEM--CHIPPEWA VALLEY INC

L 316,543 GAAP
(49) MAYO CLINIC HEALTH SYSTEM--CHIPPEWA VALLEY INC

R 250,201 GAAP
(50) MAYO CLINIC HEALTH SYSTEM--DECORAH CLINIC PHYSICIANS

L 198,147 GAAP
(51) MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE CLINIC INC

L 3,730,976 GAAP
(52) MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE CLINIC INC

M 1,273,307 GAAP
(53) MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE CLINIC INC

R 111,427 GAAP
(54) MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC

B 316,889 GAAP
(55) MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC

K 469,083 GAAP
(56) MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC

L 4,726,660 GAAP
(57) MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC

M 488,546 GAAP
(58) MAYO CLINIC HEALTH SYSTEM--EAU CLAIRE HOSPITAL INC

R 14,178,230 GAAP
(59) MAYO CLINIC HEALTH SYSTEM--FAIRMONT

A 392,058 GAAP
(60) MAYO CLINIC HEALTH SYSTEM--FAIRMONT

B 409,247 GAAP
(61) MAYO CLINIC HEALTH SYSTEM--FAIRMONT

K 119,669 GAAP
(62) MAYO CLINIC HEALTH SYSTEM--FAIRMONT

L 1,623,251 GAAP
(63) MAYO CLINIC HEALTH SYSTEM--FARIBAULT

L 779,285 GAAP
(64) MAYO CLINIC HEALTH SYSTEM--FARIBAULT

M 62,313 GAAP
(65) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION INC

B 960,289 GAAP
(66) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION INC

R 249,406 GAAP
(67) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN HEALTHCARE FOUNDATION-SPARTA INC

B 164,312 GAAP
(68) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC

A 1,013,730 GAAP
(69) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC

B 51,630 GAAP
(70) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC

K 473,961 GAAP
(71) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC

L 12,163,264 GAAP
(72) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC

M 1,968,733 GAAP
(73) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC

R 913,655 GAAP
(74) MAYO CLINIC HEALTH SYSTEM--HOME HEALTH & HOSPICE INC

B 57,250 GAAP
(75) MAYO CLINIC HEALTH SYSTEM--LAKE CITY

B 138,665 GAAP
(76) MAYO CLINIC HEALTH SYSTEM--LAKE CITY

K 50,675 GAAP
(77) MAYO CLINIC HEALTH SYSTEM--LAKE CITY

L 1,642,203 GAAP
(78) MAYO CLINIC HEALTH SYSTEM--LAKE CITY

M 502,752 GAAP
(79) MAYO CLINIC HEALTH SYSTEM--MANKATO

B 564,696 GAAP
(80) MAYO CLINIC HEALTH SYSTEM--MANKATO

K 236,455 GAAP
(81) MAYO CLINIC HEALTH SYSTEM--MANKATO

L 15,790,434 GAAP
(82) MAYO CLINIC HEALTH SYSTEM--MANKATO

M 1,076,700 GAAP
(83) MAYO CLINIC HEALTH SYSTEM--MANKATO

O 7,479,476 GAAP
(84) MAYO CLINIC HEALTH SYSTEM--MANKATO

Q 641,074 GAAP
(85) MAYO CLINIC HEALTH SYSTEM--MANKATO

R 1,018,832 GAAP
(86) MAYO CLINIC HEALTH SYSTEM--MANKATO HEALTH CARE FOUNDATION

B 244,635 GAAP
(87) MAYO CLINIC HEALTH SYSTEM--NEW PRAGUE

L 94,212 GAAP
(88) MAYO CLINIC HEALTH SYSTEM--NORTHLAND INC

B 209,671 GAAP
(89) MAYO CLINIC HEALTH SYSTEM--NORTHLAND INC

L 475,653 GAAP
(90) MAYO CLINIC HEALTH SYSTEM--NORTHLAND INC

R 776,229 GAAP
(91) MAYO CLINIC HEALTH SYSTEM--OAKRIDGE INC

L 170,833 GAAP
(92) MAYO CLINIC HEALTH SYSTEM--OWATONNA

K 181,455 GAAP
(93) MAYO CLINIC HEALTH SYSTEM--OWATONNA

L 1,556,146 GAAP
(94) MAYO CLINIC HEALTH SYSTEM--OWATONNA

M 441,980 GAAP
(95) MAYO CLINIC HEALTH SYSTEM--OWATONNA

R 255,394 GAAP
(96) MAYO CLINIC HEALTH SYSTEM--RED CEDAR INC

B 450,857 GAAP
(97) MAYO CLINIC HEALTH SYSTEM--RED CEDAR INC

L 1,463,070 GAAP
(98) MAYO CLINIC HEALTH SYSTEM--RED CEDAR INC

P 107,870 GAAP
(99) MAYO CLINIC HEALTH SYSTEM--RED CEDAR INC

Q 8,548,230 GAAP
(100) MAYO CLINIC HEALTH SYSTEM--RED CEDAR INC

R 1,317,173 GAAP
(101) MAYO CLINIC HEALTH SYSTEM--RED WING

A 1,113,281 GAAP
(102) MAYO CLINIC HEALTH SYSTEM--RED WING

L 150,991 GAAP
(103) MAYO CLINIC HEALTH SYSTEM--SPRINGFIELD

R 147,864 GAAP
(104) MAYO CLINIC HEALTH SYSTEM--ST JAMES HEALTH CARE FOUNDATION

B 115,064 GAAP
(105) MAYO CLINIC HEALTH SYSTEM--WASECA

C 81,416 GAAP
(106) MAYO CLINIC HEALTH SYSTEM--WASECA

R 706,339 GAAP
(107) MAYO CLINIC JACKSONVILLE

A 525,712 GAAP
(108) MAYO CLINIC JACKSONVILLE

B 39,436,316 GAAP
(109) MAYO CLINIC JACKSONVILLE

C 17,857,223 GAAP
(110) MAYO CLINIC JACKSONVILLE

J 39,275,011 GAAP
(111) MAYO CLINIC JACKSONVILLE

L 87,862 GAAP
(112) MAYO CLINIC JACKSONVILLE

P 47,462,400 GAAP
(113) MAYO CLINIC JACKSONVILLE

Q 2,185,508 GAAP
(114) MAYO CLINIC JACKSONVILLE

R 9,869,673 GAAP
(115) MAYO CLINIC JACKSONVILLE

S 123,276 GAAP
(116) MAYO COLLABORATIVE SERVICES INC

J 6,402,325 GAAP
(117) MAYO COLLABORATIVE SERVICES INC

     
(118) MAYO COLLABORATIVE SERVICES INC

L 282,436,281 GAAP
(119) MAYO COLLABORATIVE SERVICES INC

M 5,476,261 GAAP
(120) MAYO COLLABORATIVE SERVICES INC

P 909,847 GAAP
(121) MAYO COLLABORATIVE SERVICES INC

Q 12,001,247 GAAP
(122) MAYO COLLABORATIVE SERVICES INC

R 97,930 GAAP
(123) MAYO COLLABORATIVE SERVICES INC

S 191,975,433 GAAP
(124) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

H 1,092,744,393 GAAP
(125) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

J 46,939,959 GAAP
(126) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

L 80,286 GAAP
(127) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

M 5,751,664 GAAP
(128) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

O 1,623,849,449 GAAP
(129) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

P 482,479,572 GAAP
(130) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

Q 15,080,687 GAAP
(131) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

R 106,622,041 GAAP
(132) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

S 110,393,384 GAAP
(133) MAYO HOLDING COMPANY

F 72,340,169 GAAP
(134) MAYO HOLDING COMPANY

F 119,440,500 GAAP
(135) MAYO MEDICAL LABORATORIES NEW ENGLAND INC

M 320,278 GAAP
(136) MAYO MEDICAL LABORATORIES NEW ENGLAND INC

Q 843,308 GAAP
(137) MAYO MEDICAL LABORATORIES NEW ENGLAND INC

S 1,724,930 GAAP
(138) MMSI INC

J 704,097 GAAP
(139) MMSI INC

M 12,370,699 GAAP
(140) MMSI INC

S 255,639,103 GAAP
(141) POVERELLO FOUNDATION

B 1,042,016 GAAP
(142) POVERELLO FOUNDATION

R 3,230,104 GAAP
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(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 Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
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


Software ID:  
Software Version: