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 private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
BCheck if applicable:
CName of organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
700 WEST AVENUE SOUTH
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LA CROSSE, WI54601
D Employer identification number

39-0806374
E Telephone number

G Gross receipts $ 453,126,640
F Name and address of principal officer:
TIMOTHY J JOHNSON MD
700 WEST AVENUE SOUTH
LA CROSSE,WI54601
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.MAYOCLINICHEALTHSYSTEM.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet5983
K Form of organization:
 
L Year of formation: 1888
M State of legal domicile: WI
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: HOSPITALS AND CLINICS
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 18
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 0
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 4,041
6 Total number of volunteers (estimate if necessary) ............. 6 802
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 620,537
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 42,251
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 4,929,555 3,495,370
9 Program service revenue (Part VIII, line 2g) ......... 423,585,845 446,428,272
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -209,060 -316,266
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 3,223,267 2,501,997
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 431,529,607 452,109,373
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 206,049 117,905
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) 261,552,893 271,698,620
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 158,790,671 161,009,389
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 420,549,613 432,825,914
19 Revenue less expenses. Subtract line 18 from line 12....... 10,979,994 19,283,459
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 253,462,833 265,174,897
21 Total liabilities (Part X, line 26)............. 65,774,906 105,157,797
22 Net assets or fund balances. Subtract line 21 from line 20..... 187,687,927 160,017,100
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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Preparer's signature
Date
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Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



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Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line 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 $ 400,779,227 including grants of $   ) (Revenue $ 443,993,643 )
PATIENT CARE (SCHEDULE O)PATIENT CARE:MAYO CLINIC HEALTH SYSTEM FRANCISCAN MEDICAL CENTER, INC. (FMC) IS PART OF THE MAYO CLINIC HEALTH SYSTEM (MCHS), A FAMILY OF CLINICS, HOSPITALS AND HEALTH CARE FACILITIES SERVING COMMUNITIES IN MINNESOTA, IOWA, WISCONSIN AND GEORGIA. AS PART OF MAYO CLINIC, THE HEALTH SYSTEM OFFERS CARE DESIGNED FOR THE WHOLE BODY CLOSE TO THE PATIENT'S HOME WHEN THEY NEED IT. A MULTIDISCIPLINARY TEAM OF EXPERTS HAS READY ACCESS TO KNOWLEDGE, RESOURCES, AND EXPERTISE OF MAYO CLINIC AND COLLABORATES ON PROVIDING EXACTLY THE CARE THE PATIENT NEEDS.MCHS SITES EMPLOY APPROXIMATELY 1,000 PHYSICIANS AND 15,000 ALLIED HEALTH STAFF. IN ADDITION, MAYO CLINIC PHYSICIANS FROM MULTIPLE SPECIALTIES REGULARLY SEE PATIENTS AT HEALTH SYSTEM FACILITIES. BESIDES HAVING HEALTH CARE FACILITIES IN NEARLY 70 COMMUNITIES, MCHS INCLUDES 19 OWNED HOSPITALS, FIVE OWNED NURSING HOMES, PHYSICIAN SERVICE AGREEMENTS WITH ONE ADDITIONAL HOSPITAL, AND CONTRACT MANAGEMENT AGREEMENTS WITH TWO ADDITIONAL HOSPITALS AND ONE NURSING HOME. SINCE ITS INCEPTION IN 1992, MCHS HAS GROWN INTO ONE OF THE MOST SUCCESSFUL REGIONAL HEALTH CARE SYSTEMS IN THE UNITED STATES. MORE THAN 600,000 UNIQUE PATIENTS ACCOUNT FOR MORE THAN 2.6 MILLION VISITS ANNUALLY IN MCHS. IT IS ALSO A NATIONAL LEADER IN QUALITY AND SAFETY EFFORTS.FMC FULFILLS ITS MISSION THROUGH THE FOLLOWING LOCATIONS AND SERVICES:HOSPITALS: FMC HAS HOSPITALS IN LA CROSSE (248 BEDS) AND IN SPARTA (25 BEDS). THE HOSPITALS PROVIDE ACUTE HEALTH CARE SERVICES INCLUDING 24-HOUR EMERGENCY CARE, ADULT AND PEDIATRIC SURGERY, LABOR, DELIVERY, MATERNITY CARE, REHABILITATION SERVICES, AND HEALTH EDUCATION CLASSES. THE HOSPITALS HAD 7,687 INPATIENT ADMISSIONS, 925 DELIVERIES, AND 8,341 SURGERIES DURING 2014.SLEEP LAB: THE FMC SLEEP LAB HAS RECEIVED THE FULL FIVE-YEAR ACCREDITATION FROM AMERICAN ACADEMY OF SLEEP MEDICINE. THE FACILITY WAS APPROVED FOLLOWING A LENGTHY EXAMINATION PROCESS AND SITE VISIT THAT COVERED THE UNIT'S POLICIES, PROCEDURES, AND ACTIVITIES. EACH YEAR THE SLEEP LAB EVALUATES APPROXIMATELY 250 PATIENTS. THE ACCREDITATION WILL OPEN UP THE LAB AS A NEW CHOICE FOR PATIENTS FROM A BROADER RANGE OF INSURANCE PLANS.NATIONAL OUTCOMES MEASUREMENT SYSTEM: SINCE JANUARY 1999, THE SPEECH-LANGUAGE PATHOLOGISTS AT FMC HAVE BEEN TAKING PART IN A NATIONAL PROJECT THAT ALLOWS THEM TO TRACK PATIENT OUTCOMES AND COMPARE THEIR SERVICES WITH OTHER THERAPY PROGRAMS ACROSS THE STATE AND THE NATION. THE NATIONAL OUTCOMES MEASUREMENT SYSTEM PROJECT CONSISTS OF MAKING A SPECIAL ASSESSMENT OF THE PATIENT AT THE FIRST AND LAST VISIT. BY COMPARING SUCH FACTORS AS FUNCTIONALITY PRIOR TO CARE, NUMBER OF VISITS, NUMBER OF MINUTES OF CARE AND FUNCTIONALITY AT THE END OF THE SESSIONS, THERAPISTS CAN NOW ACCURATELY TRACK THE PROGRESS OF PATIENTS.CLINICS: FAMILY PRACTICE CLINICS PROVIDE OUTPATIENT SERVICES IN ARCADIA, GALESVILLE, LA CROSSE, ONALASKA, PRAIRIE DU CHIEN, SPARTA, AND TOMAH, WISCONSIN; WAUKON, IOWA; AND CALEDONIA AND LA CRESCENT MINNESOTA. AFFILIATION WITH MCHS ALLOWS MEMBERS OF THESE COMMUNITIES ACCESS TO VARIOUS SPECIALTY SERVICES SUCH AS:-OCCUPATIONAL HEALTH: THE SERVICES INCLUDE WORKERS' COMPENSATION SERVICES, DOT PHYSICALS, JOB SITE ASSESSMENTS, HEALTH AND SAFETY CONSULTATIONS, SIGNIFICANT EXPOSURE FOLLOW-UP, DISABILITY MANAGEMENT AND RETURN-TO-WORK PROGRAMS, DRUG TESTING SERVICES, BREATH ALCOHOL TESTING AND RESPIRATOR FIT TESTING.-ALLERGY: PATIENTS WITH ALLERGIC CONDITIONS AND PROBLEMS WITH IMMUNE RESPONSE ARE TREATED AND SERVICES INCLUDE BOTH CONSULTATIONS AND DIAGNOSTICS.-CARDIOLOGY: CARDIOLOGY SERVICES PROVIDED INCLUDE CARDIOLOGY ASSESSMENTS, CONSULTATIONS, AND FOLLOW-UPS.-GERIATRIC: SERVICES PROVIDED INCLUDE GERIATRIC CONSULTATIONS AND FOLLOW-UPS RELATED TO ALL ASPECTS OF SPECIALTY ELDER CARE INCLUDING DEMENTIA, MEMORY LOSS, MEDICATION MANAGEMENT, LONG-TERM CARE AND DISEASE MANAGEMENT.-PEDIATRIC NEUROLOGY: SERVICES PROVIDED INCLUDE PEDIATRIC NEUROLOGY CONSULTATIONS AND FOLLOW-UPS. PEDIATRIC NEUROLOGY PROVIDES SUB-SPECIALTY EXPERTISE FOR CHILDREN WITH DIFFICULT SEIZURE DISORDERS, HEADACHES, DEVELOPMENTAL DISORDERS AND HYPERACTIVITY AND LEARNING DISORDERS.HOME HEALTH: HOME HEALTH SERVICES PROVIDES HEALTH CARE SERVICES TO PATIENTS IN THE CONVENIENCE OF THEIR HOME, NURSING HOME, OR HOSPITAL ROOM. THE FIVE AREAS OF CARE PROVIDED ARE HOME CARE, HOSPICE, PHARMACY, HOME MEDICAL EQUIPMENT AND INFUSION THERAPY. HOME CARE: HOME CARE INCLUDES SERVICES OF SKILLED PROFESSIONAL NURSES WHO PROVIDE SPECIALIZED CARE AND TEACHING TO PATIENTS WITH ACUTE NEEDS SUCH AS WOUNDS, OSTOMIES, DIABETES MANAGEMENT, MEDICATION MANAGEMENT, AND INFUSION THERAPY INCLUDING CHEMO ADMINISTRATION. HOME HEALTH AIDES PROVIDE PERSONAL CARE AND ASSISTANCE WITH EXERCISE PROGRAMS. PHYSICAL THERAPISTS PROVIDE SPECIALIZED CARE AND TEACHING IN THE AREAS OF HOME THERAPEUTIC EXERCISE PROGRAMS, FUNCTIONAL/ACTIVITIES OF DAILY LIVING TRAINING, GAIT TRAINING, WHEELCHAIR FITTINGS AND THE USE OF ADAPTIVE EQUIPMENT. OCCUPATIONAL THERAPISTS PROVIDE SPECIALIZED CARE AND TEACHING PATIENTS HOW TO USE ADAPTIVE EQUIPMENT FOR ACTIVITIES OF DAILY LIVING, SAFETY ADAPTATIONS, FUNCTIONAL PROGRAMS, AND ENERGY CONSERVATION WITH DAILY TASKS. HOME CARE HAD 5,229 VISITS IN 2014.HOSPICE: HOSPICE USES A TEAM APPROACH TO CARING FOR PATIENTS WITH LIFE THREATENING ILLNESSES, PROVIDING SPECIALIZED CARE AND TEACHING AND ALSO FOCUSES ON PATIENTS' QUALITY OF LIFE AND DEATH WITH DIGNITY. THE TEAM CONSISTS OF SKILLED NURSES, HOME HEALTH AIDS, PHYSICAL THERAPISTS, OCCUPATIONAL THERAPISTS, SOCIAL WORKERS, CHAPLAINS AND VOLUNTEERS. BEREAVEMENT FOLLOW-UP AFTER A PATIENT'S DEATH IS AN ADDITIONAL BENEFIT FOR THE FAMILY. HOSPICE PROVIDES THE EQUIPMENT, MEDICATIONS AND SUPPLIES (RELATED TO THEIR LIFE THREATENING ILLNESS) NECESSARY TO ASSURE THE COMFORT OF PATIENTS IN THEIR FINAL DAYS IN FAMILIAR SURROUNDINGS WITH FAMILY AND FRIENDS. HOSPICE HAD 5,773 PATIENT VISITS DURING 2014.DEMENTIA CARE: FMC HAS DEVELOPED A COMPREHENSIVE DEMENTIA CARE PROGRAM FOR PEOPLE WITH DEMENTIA AND THEIR FAMILIES. THE PROGRAM PROVIDES DIAGNOSIS, TREATMENT, EDUCATION, SUPPORT SERVICES AND LONG-TERM FOLLOW-UP.HOME MEDICAL EQUIPMENT: LOCATED IN LA CROSSE, ARCADIA, SPARTA, AND TOMAH, THIS AREA OFFERS A FULL RANGE OF MEDICAL EQUIPMENT AND SUPPLIES INCLUDING BEDS, WALKERS, COMMODES, CANES, WHEELCHAIRS, SCOOTERS, SUPPLIES RELATED TO DIABETES, BREAST FEEDING, OSTOMY, AND SPORTS RELATED EQUIPMENT. RESPIRATORY THERAPISTS PROVIDE OXYGEN CONCENTRATORS AND PORTABLES, APNEA MONITORS, BI-PAPS AND CPAPS, NEBULIZERS, AS WELL AS OTHER RESPIRATORY NEEDS. OUR STAFF MEMBERS ARE TRAINED IN SEATING SYSTEMS FOR WHEELCHAIRS AND SCOOTERS. FREE DELIVERY AND SERVICE IS PROVIDED IN A 100-MILE RADIUS AROUND LA CROSSE. HOME MEDICAL HAD 6,604 PATIENT ENCOUNTERS IN 2014.HOME INFUSION THERAPY: THERE WERE 192 NEW PATIENTS SERVICED BY HOME INFUSION THERAPY DURING 2014.FMC PROVIDES CARE TO PERSONS COVERED BY BOTH MEDICARE AND MEDICAID 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 CHARITY CARE PROVIDED IN 2014 WAS APPROXIMATELY $2,407,000. THE COST OF UNCOMPENSATED CARE PROVIDED LOW INCOME PATIENTS THROUGH MEDICAID WAS APPROXIMATELY $28,623,000 IN 2014. THIS SHORTFALL INCLUDES THE MEDICAID SURCHARGE OF $5,211,079 AND $48,926 IN TAXES PAID TO MINNESOTACARE, A PROGRAM THAT OFFERS HEALTHCARE ASSISTANCE TO LOW INCOME RESIDENTS OF MINNESOTA. THE UNREIMBURSED COST OF MEDICARE WAS $60,907,000 IN 2014.FMC VOLUNTARILY ENTERED INTO AN AGREEMENT WITH THE WISCONSIN ATTORNEY GENERAL RELATING TO CHARITY CARE. THE TERMS OF THE AGREEMENT INCLUDE AN AUTOMATIC DISCOUNT FOR UNINSURED PATIENTS, A PAYMENT CAP FOR THOSE UNINSURED PATIENTS THAT MEET THE ORGANIZATION'S CHARITY CARE CRITERIA, AND A COMMITMENT TO MAKE INFORMATION AVAILABLE TO PATIENTS REGARDING OUR CHARITY CARE PROGRAM. ADDITIONALLY, THE WI ATTORNEY GENERAL REVIEWED AND APPROVED OUR BILLING AND COLLECTION POLICIES AND PRACTICES.FMC ALSO LEASES SPACE TO AFFILIATED ORGANIZATIONS TO HELP FURTHER THEIR EXEMPT PURPOSE OF PROVIDING PATIENT CARE.
4b (Code:   ) (Expenses $ 4,161,565 including grants of $ 117,905 ) (Revenue $ 1,426,181 )
EDUCATION AND RESEARCH (SCHEDULE O) EDUCATION AND RESEARCH:PROFESSIONAL EDUCATION IS AN INTEGRAL PART OF THE MISSION OF FMC AS EVIDENCED BY THE FOLLOWING PROGRAMS:LA CROSSE MEDICAL HEALTH SCIENCE CONSORTIUM: THE CONSORTIUM IS A PARTNERSHIP OF THE TWO HEALTHCARE PROVIDERS AND THREE POST SECONDARY EDUCATIONAL INSTITUTIONS IN LA CROSSE. THE PURPOSE OF THE CONSORTIUM IS TO CREATE OPPORTUNITIES FOR EDUCATION AND RESEARCH IN THE ALLIED HEALTH SCIENCES. THE MOST RECENT PROJECT OF THE CONSORTIUM WAS THE OPENING OF A $27 MILLION ALLIED HEALTH EDUCATION AND RESEARCH FACILITY IN LA CROSSE. LA CROSSE-MAYO FAMILY PRACTICE RESIDENCY: THE FAMILY PRACTICE RESIDENCY PROGRAM IS AFFILIATED WITH THE MAYO GRADUATE SCHOOL OF MEDICINE. ITS FOCUS IS TO GIVE RESIDENTS THE KNOWLEDGE, SKILLS, AND ATTITUDES NECESSARY FOR FUTURE PRACTICE IN AN EVER-CHANGING MEDICAL ENVIRONMENT. CLINICAL PASTORAL EDUCATION PROGRAM: THIS PROGRAM IS WORKING COLLABORATIVELY AND ECUMENICALLY TO PROVIDE PASTORAL EDUCATION FOR CLERGY AND LAY PEOPLE OF ALL FAITH TRADITIONS AND DENOMINATIONS. THE PROGRAM'S PROFESSIONAL CONSULTATION BOARD IS COMPRISED OF REPRESENTATIVES FROM A DIVERSITY OF FAITH AND COMMUNITY ORGANIZATIONS. AN EMPHASIS IS PLACED ON PROVIDING SPIRITUAL CARE IN AN INTER-DISCIPLINARY ENVIRONMENT THAT SERVES PEOPLE TRADITIONALLY PUSHED TO THE MARGINS OF THE COMMUNITY BY POVERTY, MENTAL ILLNESS, RACISM, VIOLENCE, OR OTHER SOCIOECONOMIC CONDITIONS.GERONTOLOGY CERTIFICATE PROGRAM: IN A JOINT EFFORT WITH THE UNIVERSITY OF WISCONSIN-LA CROSSE AND COMMUNITY AGENCIES, THIS NEW PROGRAM IS DESIGNED TO INCREASE THE SKILLS AND COMPETENCIES OF A BROAD RANGE OF PROFESSIONALS INCLUDING NURSES, NURSING ASSISTANTS, SOCIAL WORKERS, OCCUPATIONAL THERAPISTS, PHYSICAL THERAPISTS, PERSONAL CARE ASSISTANTS AND OTHERS. IT IS A DIRECT RESPONSE TO THE GROWING DEMAND PLACED ON AREA AGENCIES TO SERVE OUR RAPIDLY EXPANDING POPULATION OF OLDER ADULTS.ESTROGEN & WOMEN'S HEALTH: THIS IS AN EDUCATIONAL PROGRAM FOR THE MEDICAL COMMUNITY ON ADVANCES IN PREVENTION, DIAGNOSIS, AND TREATMENT OF DISEASES IN WOMEN. THE TOPIC OF ESTROGEN AND ITS ROLE IN WOMEN'S HEALTH ISSUES CONTINUES TO BE OF GREAT IMPORTANCE. A MULTIFACETED LEARNING APPROACH IS USED IN THIS COURSE, INCLUDING A LECTURE FORMAT TO SHARE THE LATEST RESEARCH, SAMPLE CASE PRESENTATIONS, AND GROUP DISCUSSION. THIS COURSE WAS DESIGNED FOR PHYSICIANS AND RESIDENTS IN FAMILY PRACTICE, INTERNAL MEDICINE AND OB/GYN, MEDICAL STUDENTS, PHYSICIAN ASSISTANTS, NURSE PRACTITIONERS, AND REGISTERED NURSES AND MIDWIVES.LA CROSSE COULEE REGION BRAIN TEAM: FMC MEMBERS SERVED ON THE LA CROSSE COULEE REGIONAL BRAIN TEAM, WHICH IS A COMMUNITY EFFORT TO ENCOURAGE PUBLIC DISCUSSION AND ACTIONS RELATED TO THE IMPORTANCE OF EARLY BRAIN DEVELOPMENT; TO FIND WAYS TO SUPPORT PARENTS/FAMILIES IN NURTURING THEIR CHILDREN; AND TO PROVIDE POSITIVE STIMULATING ENVIRONMENTS NECESSARY FOR LEARNING. IN COOPERATION WITH THE UNIVERSITY OF WISCONSIN-LA CROSSE, THE TEAM SURVEYED 1,200 AREA PROFESSIONALS WHO WORK WITH CHILDREN IN AN EFFORT TO DETERMINE THE LEVEL OF AWARENESS OF EARLY BRAIN DEVELOPMENT INFORMATION AND HOW THEIR PRACTICE IS AFFECTED. THE SURVEY RESULTS WILL BE USED TO DEVELOP ACTION PLANS WHICH MEET THE EDUCATIONAL NEEDS OF PROFESSIONALS WORKING WITH YOUNG CHILDREN. OTHER COULEE BRAIN TEAM EFFORTS INCLUDE ORGANIZATION OF A SPEAKERS BUREAU, MESSAGE-OF-THE-MONTH RELEASES TO MEDIA AND THE PRESENCE OF THE WISCONSIN'S BETTER BADGER BABY BUS TOUR AT RIVERFEST.HEALTH CAREER EXPLORATION: YOUNG MEN AND WOMEN INTERESTED IN HEALTH CAREERS HAVE AN OPPORTUNITY TO JOB SHADOW OR INTERN IN NUMEROUS PATIENT CARE AREAS WITHIN FMC.FMC ALSO OFFERS HEALTH AND WELLNESS EDUCATION FOR THE PUBLIC. PROGRAMS OFFERED BY FMC INCLUDE PRENATAL CARE, SMOKING CESSATION, SUPPORT GROUPS FOR CANCER, SUDDEN INFANT DEATH, NEUROLOGICAL DISORDERS, DIABETES EDUCATION, AND BASIC AND ADVANCED LIFE SUPPORT INSTRUCTION OR CPR.IN ADDITION TO EDUCATIONAL PROGRAMS, FMC HEALTHCARE PROFESSIONALS TEAM UP WITH SCIENTISTS AT MAYO CLINIC AND RESEARCH CENTERS ACROSS THE COUNTRY TO EVALUATE NEW TREATMENTS AND MAKE CUTTING EDGE TECHNOLOGIES AVAILABLE TO PATIENTS.
4c (Code:   ) (Expenses $ 1,032,310 including grants of $   ) (Revenue $ 1,088,723 )
COMMUNITY BENEFIT(SCHEDULE O) COMMUNITY BENEFIT:IN KEEPING WITH ITS HISTORIC MISSION, FMC ENGAGES IN NUMEROUS EXTERNAL ACTIVITIES THAT PROMOTE HEALTH AND WELLNESS FOR THE MIND, BODY AND SPIRIT OF INDIVIDUALS IN THE COMMUNITIES IT SERVES. FMC NOT ONLY ENGAGES IN THESE ACTIVITIES AS A SYSTEM, BUT ALSO ENCOURAGES MEDICAL STAFF AND EMPLOYEES TO DO THE SAME. EXAMPLES INCLUDE:ST. CLARE HEALTH MISSION: THIS IS A FREE MEDICAL CLINIC WITH LOCATIONS ON THE FMC'S CAMPUSES IN LA CROSSE AND SPARTA. THE CLINIC SERVES PERSONS WHO HAVE NO MEDICAL INSURANCE AND DO NOT QUALIFY FOR PUBLIC ASSISTANCE AND IS STAFFED BY VOLUNTEER PHYSICIANS AND OTHER EMPLOYEES. THE CLINIC HAD 329 PATIENT VISITS IN 2014, WITH FMC EXPENDITURES OF $285,838 FOR THIS PROGRAM. WOMEN'S HEALTH:-MINNESOTA BREAST AND CERVICAL CANCER PROGRAM: THE MINNESOTA BREAST AND CERVICAL CANCER PROGRAM IS OFFERED TO PATIENTS AT THE CLINIC SITES IN MINNESOTA OR TO PATIENTS REFERRED TO LA CROSSE FROM A MINNESOTA CLINIC FOR MAMMOGRAMS OR THE FOLLOW-UP FOR BREAST OR CERVICAL CANCER PROCEDURES THAT CANNOT BE PROVIDED AT THOSE SITES. THIS PROGRAM SERVES LOW-INCOME WOMEN WHO ARE EITHER UNINSURED OR UNDERINSURED. THE GRANT WAS WRITTEN TO ADDRESS THE NEEDS OF WOMEN IN OUR RURAL MINNESOTA SITES WHO WERE NOT RECEIVING ADEQUATE PREVENTATIVE SERVICES. -WISCONSIN WELL WOMAN PROGRAM: OFFERED IN COOPERATION WITH THE STATE OF WISCONSIN AND LA CROSSE COUNTY, THIS PROGRAM HELPS WOMEN WITH LITTLE OR NO HEALTH INSURANCE GET BETTER ACCESS TO FREE SCREENINGS FOR BREAST CANCER, CERVICAL CANCER, DEPRESSION, DIABETES, DOMESTIC ABUSE, HEART DISEASE, HIGH BLOOD PRESSURE AND OSTEOPOROSIS. -SAFE PATH DOMESTIC ABUSE AND SEXUAL ASSAULT SERVICE: THIS PROGRAM STARTED IN 1996 AND IS FUNDED THROUGH THE OPERATING BUDGET OF FMC WITH A SIGNIFICANT GRANT FROM MCHS-FRANCISCAN HEALTHCARE FOUNDATION. THIS GROUP WORKS WITH THE EMERGENCY MEDICINE TRAUMA CENTER (EMTC) TO DEVELOP THE SEXUAL ASSAULT COMPONENT. THE PROGRAM PROVIDES THE VICTIM WITH ONE-ON-ONE ATTENTION OF A FEMALE NURSE PROVIDER TRAINED TO DO THE EXAM AND COLLECT FORENSIC EVIDENCE THAT IS NEEDED. FMC IS NOW A "DESIGNATED SEXUAL ASSAULT CENTER" IN WISCONSIN. JOINT COMMUNITY HEALTH INITIATIONS: FMC OFTEN COLLABORATES WITH GUNDERSEN LUTHERAN MEDICAL CENTER, COUNTY HEALTH DEPARTMENTS AND OTHER ORGANIZATIONS INTERESTED IN COMMUNITY HEALTH AND WELL-BEING ON NUMEROUS TOPICS, SUCH AS EDUCATION CONFERENCES, CHILD DEVELOPMENT MATERIALS, INFLUENZA VACCINATION EDUCATION ANNOUNCEMENTS, CHILD SAFETY, MEDICATION SAFETY, AND COMMUNITY HEALTH ASSESSMENT PROGRAMS.ADVANCE DIRECTIVES PROGRAM: ESTABLISHED IN COOPERATION WITH GUNDERSEN LUTHERAN, THE PROGRAM ASSISTS PATIENTS AND THEIR FAMILIES WITH END-OF-LIFE ISSUES AND DECISION-MAKING.FREE HEALTH CHECKS AND SCREENINGS: PHYSICIANS, HEALTH EDUCATORS, AND OTHER ALLIED HEALTH STAFF PROVIDE NUMEROUS HEALTH SCREENINGS AT EVENTS THROUGHOUT THE FMC SERVICE AREA. SUCH SCREENINGS INCLUDE BLOOD PRESSURE, CHOLESTEROL, BLOOD SUGAR, AND STROKE ASSESSMENTS.CORPORATE FINANCIAL SUPPORT: IN BEING A "GOOD CORPORATE CITIZEN", FMC ALSO PROVIDES FINANCIAL SUPPORT TO GROUPS WITHIN ITS SERVICE AREA WHO ARE ENGAGED IN COMMUNITY HEALTH AND WELLNESS, PUBLIC SAFETY, THE ARTS, EDUCATION AND QUALITY OF LIFE ISSUES. THESE ACTIVITIES INCLUDE: RUNS AND WALKS TO RAISE FUNDS FOR MEDICAL RESEARCH, PROGRAMS ON SELF ESTEEM FOR YOUNG WOMEN, FIRE SAFETY MATERIALS FOR SCHOOL CHILDREN, SELF-HELP OPPORTUNITIES FOR THE POOR AND UNDERPRIVILEGED, CONCERTS AND PERFORMANCES BY LOCAL ARTS GROUPS, AND SPONSORSHIPS OF LECTURES AND PROGRAMS ON HEALTH RELATED TOPICS.ALZHEIMER'S ASSOCIATION: FOR SEVERAL YEARS FMC HAS BEEN A SPONSOR OF THE ALZHEIMER'S ASSOCIATION'S MEMORY WALKS HELD EACH FALL AND ITS ANNUAL EDUCATION CONFERENCE. SEVERAL MAYO CLINIC PHYSICIANS HAVE PRESENTED AT THE ANNUAL CONFERENCE.AMERICAN CANCER SOCIETY: FMC WAS THE LEAD SPONSOR OF THE VERY FIRST LA CROSSE AREA ALL YOUTH RELAY FOR LIFE. THIS RELAY, MODELED AFTER THE SUMMER EVENT, AND ORGANIZED AND DESIGNED ESPECIALLY FOR HIGH SCHOOL STUDENTS, RAISED MORE THAN $20,000. THE DAFFODILS THAT DECORATE THE MARKET PLACE RESTAURANT EACH SPRING ARE ALSO PART OF FMC'S SUPPORT.AMERICAN HEART ASSOCIATION: STAFF FROM FMC'S CARDIOVASCULAR SERVICES PLAY A LEAD ROLE IN THE ORGANIZATION OF THE ANNUAL HEART WALK. FOR THE PAST SEVERAL YEARS, TEAMS FROM THE MEDICAL CENTER HAVE ALSO LED THE PACK IN FUNDS RAISED. FMC IS ALSO A LONGTIME SPONSOR OF THE FRIGID FIVE RUN HELD IN JANUARY.UNITED CEREBRAL PALSY: FMC HAS BEEN THE LEAD SPONSOR FOR THE ANNUAL CELEBRITY WAITER NIGHT.MULTIPLE SCLEROSIS: FMC WAS THE LEAD SPONSOR FOR THIS EVENT THAT WAS HELD IN APRIL. THIS EVENT HAS RAISED NEARLY $80,000 YEARLY THROUGH THE EFFORTS OF MORE THAN 800 WALKERS.UNITED FUND FOR THE ARTS AND HUMANITIES: THIS IS A CONSORTIUM OF TEN LOCAL ARTS AND HUMANITIES ORGANIZATIONS THAT CONTRIBUTE SIGNIFICANTLY TO THE QUALITY OF LIFE IN THE AREA. FMC IS A CONTRIBUTOR TO THIS ANNUAL CAMPAIGN.REPRESENTATION ON COMMUNITY BOARDS: FMC PROVIDES SUPPORT FOR PHYSICIANS AND EMPLOYEES WHO PARTICIPATE AT THE "BOARD OF DIRECTOR" LEVELS IN COMMUNITY SERVICE ORGANIZATIONS. ALL ARE ENCOURAGED TO IDENTIFY OPPORTUNITIES WHEREBY FMC CAN CONTRIBUTE ITS COLLECTIVE KNOWLEDGE AND EXPERTISE IN ASSISTING THESE COMMUNITY GROUPS TO MEET THEIR MISSIONS OF SERVICE.HEALTHTOUCH: WITH A TOUCH OF THE SCREEN, PATIENTS AND STAFF CAN NOW ACCESS ACCURATE, UP-TO-DATE INFORMATION ON MEDICATIONS, DISEASES AND WELLNESS TOPICS THANKS TO HEALTHTOUCH, AN INTERACTIVE KIOSK IN THE RESOURCE LIBRARY OF THE FAMILY HEALTH CLINIC.DISEASE MANAGEMENT STRATEGIES: FMC IS PARTICIPATING IN THE UNITED COULEE REGION INFLUENZA COALITION IN COOPERATION WITH GUNDERSEN LUTHERAN AND THE HEALTH DEPARTMENT IN AN EFFORT TO COLLABORATE ON IMPROVING THE IMMUNIZATION RATES IN THE COMMUNITY. FMC (VIA THE FRANCISCAN AUXILIARY WHICH IS PART OF FMC) RECEIVES DONATED SERVICES FROM COMMUNITY TEEN, COLLEGE, AND ADULT VOLUNTEERS. THE AUXILIARY WAS ORGANIZED IN 1952 TO "IMPROVE THE HEALTH OF INDIVIDUALS AND COMMUNITIES" THROUGH FUNDRAISING, SERVICE, COLLABORATION, ADVOCACY AND EDUCATION. AUXILIARY PROJECTS ARE ORGANIZED BY A BOARD OF DIRECTORS THAT MEETS MONTHLY DURING THE SCHOOL YEAR AND ARE SUPPORTED THROUGH THE VOLUNTEER EFFORTS OF MORE THAN 200 MEMBERS. MEMBERSHIP IS OPEN TO ALL INTERESTED COMMUNITY MEMBERS. SPECIFICALLY, THE AUXILIARY SUPPORTS PROGRAMS AND SERVICES TO ADDRESS UNMET HEALTHCARE NEEDS; EQUIPMENT AND SERVICES TO ENHANCE PATIENT CARE DELIVERY; NEEDY PATIENT ACCOUNTS; NURSING EDUCATION FOR WESTERN TECHNICAL COLLEGE AND VITERBO COLLEGE STUDENTS; AND COMMUNITY HEALTH AWARENESS AND EDUCATION PROJECTS. THE AUXILIARY ALSO STRIVES TO ENHANCE THE VISIBILITY OF FMC IN THE COMMUNITY. DURING 2014, APPROXIMATELY 802 VOLUNTEERS DONATED APPROXIMATELY 56,066 HOURS OF SERVICE VALUED AT APPROXIMATELY $1,293,443 BASED ON THE INDEPENDENT SECTOR'S VALUE OF VOLUNTEER TIME. THESE SERVICE HOURS WERE SPENT ORGANIZING AND MANAGING ACTIVITIES FOR THE BENEFIT OF PATIENTS, PATIENTS' FAMILIES, VISITORS AND STAFF.FMC OPERATES LIFELINE (AN EASY-TO-USE PERSONAL RESPONSE SERVICE) TO ENSURE THAT OLDER ADULTS LIVING AT HOME CAN GET QUICK ASSISTANCE WHENEVER IT MAY BE NEEDED - 24 HOURS A DAY, 365 DAYS A YEAR. WHEN THE PERSONAL HELP BUTTON IS PRESSED, A FMC MONITOR RESPONDS, ASSESSES THE SITUATION AND SUMMONS APPROPRIATE HELP.FMC ALSO OFFERS BOTH INDEPENDENT AND ASSISTED LIVING OPTIONS FOR SENIORS.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet405,973,102
Form 990 (2014)
Form 990 (2014)
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
 
No
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
Yes
 
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 E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, 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.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) .... Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
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 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
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 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 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
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
..................... Click to see attachment
28b
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
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, 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 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
137
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
4,041
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” to line 3b, 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
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2014)
Form 990 (2014)
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 or note to any line 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
18
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
0
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
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
Yes
 
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
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
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
 
No
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
 
No
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
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MN , WI
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCORPORATE TAX UNIT

200 FIRST STREET SW
ROCHESTER,MN55905 (507) 538-1297
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ANIL MD GOKHAN........................................................................
DIRECTOR
40.00
.......................0.00
X           480,174 0 51,844
(2) BINN MD MARTHA C........................................................................
DIRECTOR (7/1-12/31/2014)
40.00
.......................0.00
X           274,837 0 48,985
(3) ERICKSON ERIC B........................................................................
DIRECTOR
40.00
.......................0.00
X           222,966 0 38,241
(4) FITZGERALD MD KEVIN........................................................................
DIRECTOR
40.00
.......................0.00
X           272,968 0 54,112
(5) GRAU MD THOMAS J........................................................................
DIRECTOR
40.00
.......................0.00
X           283,519 0 23,759
(6) GRENISEN MD MARGARET M........................................................................
DIRECTOR
40.00
.......................0.00
X           231,846 0 37,955
(7) HAGER NICKIJO L........................................................................
DIRECTOR
40.00
.......................0.00
X           153,923 0 36,056
(8) HOLMAY DIANE K........................................................................
DIRECTOR
40.00
.......................0.00
X           224,242 0 57,871
(9) HUGHES PETER R........................................................................
DIRECTOR/REGION VP OF BUSINESS DEVELOPMENT
40.00
.......................0.00
X   X       250,307 0 67,320
(10) JOHNSON MD TIMOTHY J........................................................................
CEO/CHAIR/DIRECTOR/PHYSICIAN
40.00
.......................0.00
X   X       465,051 0 71,555
(11) JUNGCK MD MARK C........................................................................
DIRECTOR
40.00
.......................0.00
X           293,529 0 65,024
(12) KORDUCKI MD JANE M........................................................................
DIRECTOR
40.00
.......................0.00
X           252,469 0 64,597
(13) KRIEN MD JOSEPH S........................................................................
DIRECTOR
40.00
.......................0.00
X           280,884 0 54,759
(14) KRUMHOLZ MD ALAN J........................................................................
DIRECTOR (1/1-7/1/2014)
40.00
.......................0.00
X           160,466 0 68,349
(15) KRUSE JOSEPH J........................................................................
CAO/VICE CHAIR/SECRETARY/DIRECTOR
40.00
.......................0.00
X   X       330,319 0 68,233
(16) MOLLING DO PAUL E........................................................................
DIRECTOR
40.00
.......................0.00
X           272,241 0 55,106
(17) NOEL AMY J........................................................................
DIRECTOR
40.00
.......................0.00
X           217,628 0 60,995
Form 990 (2014)
Form 990 (2014)
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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) RUSHLOW MD DAVID R........................................................................
DIRECTOR/CHIEF MEDICAL OFFICER
40.00
.......................0.00
X           357,530 0 58,925
(19) TIGGELAAR THOMAS H........................................................................
CFO/TREASURER/DIRECTOR
40.00
.......................0.00
X   X       283,635 0 56,640
(20) SAATHOFF BARBARA L........................................................................
VICE PRESIDENT OF LEGAL AFFAIRS
40.00
.......................0.00
    X       218,444 0 60,339
(21) MAHANY DOUGLAS A........................................................................
RADIOLOGY ADMIN
40.00
.......................0.00
      X     4,042 150,131 16,158
(22) MORRISSEY MD JOHN E........................................................................
PHYSICIAN
40.00
.......................0.00
        X   1,056,043 0 77,144
(23) NOLTE DO CHARLES P........................................................................
PHYSICIAN
40.00
.......................0.00
        X   847,328 0 61,768
(24) RADEMACHER MD DANA E........................................................................
PHYSICIAN
40.00
.......................0.00
        X   809,930 0 31,498
(25) STEVENS MD MARK K........................................................................
PHYSICIAN
40.00
.......................0.00
        X   1,005,300 0 78,931
(26) UY MD JONATHAN J........................................................................
PHYSICIAN
40.00
.......................0.00
        X   813,087 0 68,048
(27) NESSE MD ROBERT E........................................................................
FORMER CHAIR
0.00
.......................40.00
          X 0 866,876 19,647






1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 10,062,708 1,017,007 1,453,859
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet327
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 CLINIC

200 1ST STREET SW
ROCHESTER,MN55905
HEALTHCARE SERVICES 4,398,428
FOWLER & HAMMER INC

313 MONITOR STREET
LA CROSSE,WI54603
CONSTRUCTION 4,105,901
WEATHERBY LOCUMS

6541 NORTH FEDERAL HWY SUITE 800
FORT LAUDERDALE,FL33308
HEALTHCARE SERVICES 2,559,293
AMPHION MEDICAL SOLUTIONS

8301 EXCELSIOR DRIVE
MADISON,WI53717
HEALTHCARE SERVICES 1,835,473
COULEE REGION MECHANICAL

2255 PALACE STREET
LA CROSSE,WI54603
HEALTHCARE SERVICES 1,163,789
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 MediumBullet167
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b 1,444
c Fundraising events....1c 47,976
d Related organizations...1d 1,348,734
e Government grants (contributions)1e 2,097,216
f All other contributions, gifts, grants, and
similar amounts not included above
1f
 
g Noncash contributions included in lines
1a-1f:$
15,838
h Total. Add lines 1a-1f.......MediumBullet 3,495,370
 Program Service RevenueAmt Business Code
2a NET PATIENT REVENUE 620000 444,622,283 444,313,903 308,380  
b RESIDENT REVENUE 623000 768,348 768,348    
c RENTAL REVENUE FROM AF 531120 584,120 584,120    
d LIFELINE 621990 219,673 219,673    
e EDUCATION REVENUE 611600 175,391 175,391    
f All other program service revenue . 58,457 58,457    
g Total. Add lines 2a–2f........MediumBullet 446,428,272
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 45,054   40,625 4,429
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 144,662  
b Less: rental expenses 328,463  
c Rental income or (loss) -183,801  
d Net rental income or (loss).......MediumBullet -183,801     -183,801
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses   361,320
c Gain or (loss)   -361,320
d Net gain or (loss)..........MediumBullet -361,320     -361,320
8a Gross income from fundraising events (not including
$ 47,976
of contributions reported on line 1c). See Part IV, line 18 ..
a 151,948
b Less: direct expenses ...b 166,423
c Net income or (loss) from fundraising events..MediumBullet -14,475   -14,475
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 2,625
b Less: direct expenses ...b 3,251
c Net income or (loss) from gaming activities...MediumBullet -626     -626
10a Gross sales of inventory, less
returns and allowances .
a 158,903
b Less: cost of goods sold ..b 157,810
c Net income or (loss) from sales of inventory..MediumBullet 1,093     1,093
Miscellaneous Revenue Business Code
11a CAFETERIA/VENDING REVE 722210 1,855,876     1,855,876
b MANAGEMENT FEE REVENUE 541610 374,000   200,000 174,000
c MISC. REVENUE 900099 364,762 71,067 71,532 222,163
d All other revenue .... 105,168 9,208   95,960
e Total. Add lines 11a–11d ...... MediumBullet 2,699,806
12 Total revenue. See Instructions......MediumBullet 452,109,373 446,200,167 620,537 1,793,299
Form 990 (2014)
Form 990 (2014)
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 or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 117,905 117,905
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ....    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 6,633,447 4,602,633 2,030,814  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 711,701 711,701    
7 Other salaries and wages .... 201,137,538 198,194,060 2,943,478  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 10,358,100 10,101,931 256,169  
9 Other employee benefits ....... 39,687,906 38,746,666 941,240  
10 Payroll taxes ........... 13,169,928 12,862,483 307,445  
11 Fees for services (non-employees):        
a Management ...... 15,151,849   15,151,849  
b Legal ......... 49,624   49,624  
c Accounting ........... 17,700   17,700  
d Lobbying ........... 8,393 8,393    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 15,883,336 14,968,546 914,790  
12 Advertising and promotion .... 1,074,038 328,631 745,407  
13 Office expenses ....... 14,780,639 14,287,352 493,287  
14 Information technology ...... 1,875,743   1,875,743  
15 Royalties ..        
16 Occupancy ........... 14,863,429 14,625,889 237,540  
17 Travel ............ 902,301 873,892 28,409  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 2,468,559 2,446,674 21,885  
20 Interest ........... 724,905 724,905    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 13,893,632 13,393,088 500,544  
23 Insurance .............. 1,007,453 1,007,453    
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 UBI TAXES 12,812   12,812  
b MEDICAL SUPPLIES 53,496,310 53,496,310    
c BAD DEBT EXPENSE 17,963,683 17,963,683    
d MN CARE TAX 5,260,005 5,260,005    
e All other expenses 1,574,978 1,250,902 324,076  
25 Total functional expenses. Add lines 1 through 24e 432,825,914 405,973,102 26,852,812 0
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 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 32,700 1 23,376
2 Savings and temporary cash investments ......... 68,341 2 73,151
3 Pledges and grants receivable, net ........... 22,390 3 11,520
4 Accounts receivable, net ............. 70,465,604 4 74,678,557
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
1,734 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 ............. 1,378,593 7 1,314,296
8 Inventories for sale or use .............. 7,591,383 8 7,364,027
9 Prepaid expenses and deferred charges .......... 18,323,569 9 16,768,240
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 279,230,902
b Less: accumulated depreciation ..... 10b 166,711,070 112,283,349 10c 112,519,832
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ..... 21,613,173 12 34,424,789
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 21,681,997 15 17,997,109
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 253,462,833 16 265,174,897
Liabilities 17 Accounts payable and accrued expenses ......... 44,722,932 17 75,005,260
18 Grants payable .................   18  
19 Deferred revenue ................ 986,945 19 856,977
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 43,931 21 44,776
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 ..   23  
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.................... 20,021,098 25 29,250,784
26 Total liabilities. Add lines 17 through 25......... 65,774,906 26 105,157,797
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 .............. 187,687,927 27 160,017,100
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
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 ........... 187,687,927 33 160,017,100
34 Total liabilities and net assets/fund balances ........ 253,462,833 34 265,174,897
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
452,109,373
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
432,825,914
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
19,283,459
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
187,687,927
5
Net unrealized gains (losses) on investments ...............
5
 
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
-46,954,286
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
160,017,100
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number

39-0806374
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.)..            
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 section 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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number

39-0806374
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 its Form 990PF, Part I, line 2, 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number

39-0806374
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


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number

39-0806374
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number

39-0806374
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

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 Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number

39-0806374
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) 2014

Schedule C (Form 990 or 990-EZ) 2014
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2011 (b) 2012 (c) 2013 (d) 2014 (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) 2014


Schedule C (Form 990 or 990-EZ) 2014
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)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
8,393
j
Total. Add lines 1c through 1i ...............................
8,393
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
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: THE AMOUNT IN "OTHER ACTIVITIES" REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING.
Schedule C (Form 990 or 990EZ) 2014

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number

39-0806374
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 value of contributions to (during year)    
3 Aggregate value of 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)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 .... 18,026,118 16,637,491 15,943,228 16,028,434 15,824,272
b Contributions ........ 4,652 960,654 608,124 1,367,448 1,086,762
c Net investment earnings, gains, and losses 140,263 1,100,771 632,787 -512,980 416,290
d Grants or scholarships .....   672,798 546,648 939,674 1,298,890
e Other expenditures for facilities
and programs ........
         
f Administrative expenses .... 3,795,628        
g End of year balance ...... 14,375,405 18,026,118 16,637,491 15,943,228 16,028,434
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
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)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 .................   11,175,144 11,175,144
b Buildings ................ 163,430 176,690,549 104,053,036 72,800,943
c Leasehold improvements ............        
d Equipment ................   85,693,137 62,407,206 23,285,931
e Other .................   5,508,642 250,828 5,257,814
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 112,519,832
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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
34,424,789 F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 34,424,789
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM AFFILIATES 17,993,433
(2) FEDERAL INCOME TAXES 3,675







Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 17,997,109
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
DUE TO AFFILIATES 13,588,853
DEFERRED COMPENSATION LIABILITY 14,411,638
ASSET RETIREMENT OBLIGATION 1,250,293






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 29,250,784
2. Liability for uncertain tax positions. 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) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 (losses) 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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
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.
Return Reference Explanation
PART IV, LINE 2B: ASSISTED LIVING SECURITY DEPOSITS.
PART V, LINE 4: THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR RESEARCH AND EDUCATION PROGRAMS.
PART X, LINE 2: AT DECEMBER 31, 2014 AND 2013, THE RESERVE FOR UNRECOGNIZED TAX BENEFITS WAS NOT SIGNIFICANT, AND AS A RESULT, THERE IS NO LONGER A RESERVE FOR UNRECOGNIZED TAX BENEFITS RECORDED FOR THE FILING ORGANIZATION.
Schedule D (Form 990) 2014

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. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number

39-0806374
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ
filers are not required to complete this part.
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
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
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

TINY TIM
(event type)
(b) Event #2

DRAGON BOAT FESTIVAL
(event type)
(c) Other events

3
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 54,156 45,749 77,887 177,792
2 Less: Contributions . . 18,927   29,049 47,976
3 Gross income (line 1
minus line 2) . . .
35,229 45,749 48,838 129,816
VerticalDirectExpenses 4 Cash prizes . . .     1,586 1,586
5 Noncash prizes . .     35,818 35,818
6 Rent/facility costs . .        
7 Food and beverages . 34,735   4,739 39,474
8 Entertainment . . .        
9 Other direct expenses . 5,726 35,760 5,906 47,392
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 124,270
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow 5,546
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. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct 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) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct 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 activities conducted 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. 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 provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
Additional Data


Software ID:  
Software Version:  
SCHEDULE H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number

39-0806374
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 criteria used 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
Yes
 
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
 
No
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) ..
    2,406,474   2,406,474 0.580 %
b Medicaid (from Worksheet 3,
column a) ....
    53,981,422 25,358,769 28,622,653 6.900 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
           
d Total Financial Assistance
and Means-Tested
Government Programs .
    56,387,896 25,358,769 31,029,127 7.480 %
Other Benefits
    951,435 100,702 850,733 0.210 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    3,906,325 1,192,333 2,713,992 0.650 %
g Subsidized health services
(from Worksheet 6) ..
    11,256,470 6,715,768 4,540,702 1.090 %
h Research (from Worksheet 7)     255,240 58,457 196,783 0.050 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    51,773   51,773 0.010 %
j Total. Other Benefits ..     16,421,243 8,067,260 8,353,983 2.010 %
k Total. Add lines 7d and 7j .     72,809,139 33,426,029 39,383,110 9.490 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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            
2 Economic development            
3 Community support     12,520   12,520 0 %
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building     4,842   4,842 0 %
7 Community health improvement advocacy            
8 Workforce development            
9 Other     11,740   11,740 0 %
10 Total     29,102   29,102  
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
17,963,683
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
60,907,076
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
78,225,242
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-17,318,166
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) 2014
Schedule H (Form 990) 2014
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?2
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 FRANCISCAN MEDICAL CTR-LA CROSSE HOSPITAL
700 WEST AVENUE SOUTH
LA CROSSE,WI546014796
WWW.MAYOCLINICHEALTHSYSTEM.ORG
24
X X   X     X      
2 FRANCISCAN MEDICAL CTR-SPARTA HOSPITAL
310 WEST MAIN STREET
SPARTA,WI546562142
WWW.MAYOCLINICHEALTHSYSTEM.ORG
1009
X X     X     X    
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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)
FRANCISCAN MEDICAL CTR-LA CROSSE HOSPITA
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10   No
a If "Yes" (list url):  
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b Yes  
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

FRANCISCAN MEDICAL CTR-LA CROSSE HOSPITA
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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 individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

FRANCISCAN MEDICAL CTR-LA CROSSE HOSPITA
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ................................ 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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)
FRANCISCAN MEDICAL CTR-SPARTA HOSPITAL
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
2
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10   No
a If "Yes" (list url):  
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b Yes  
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

FRANCISCAN MEDICAL CTR-SPARTA HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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 individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

FRANCISCAN MEDICAL CTR-SPARTA HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ................................ 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
FRANCISCAN MEDICAL CTR-LA CROSSE HOSPITAL PART V, SECTION B, LINE 5: THE COALITION THAT CONDUCTED THE "COMPASS NOW" ASSESSMENT ON WHICH THIS CHNA IS BASED INCLUDED PARTICIPATION OF THE PUBLIC HEALTH DEPARTMENTS OF HOUSTON, LA CROSSE, MONROE, TREMPEALEAU, AND VERNON COUNTIES. THE "COMPASS NOW" ASSESSMENT RECEIVED INPUT FROM THE FOLLOWING SOURCES: RANDOMLY SELECTED HOUSEHOLD SURVEYS, KEY STAKEHOLDER MEETINGS, AND FOCUS GROUPS.
FRANCISCAN MEDICAL CTR-SPARTA HOSPITAL PART V, SECTION B, LINE 5: THE COALITION THAT CONDUCTED THE "COMPASS NOW" ASSESSMENT ON WHICH THIS CHNA IS BASED INCLUDED PARTICIPATION OF THE PUBLIC HEALTH DEPARTMENTS OF HOUSTON, LA CROSSE, MONROE, TREMPEALEAU, AND VERNON COUNTIES. THE "COMPASS NOW" ASSESSMENT RECEIVED INPUT FROM THE FOLLOWING SOURCES: RANDOMLY SELECTED HOUSEHOLD SURVEYS, KEY STAKEHOLDER MEETINGS, AND FOCUS GROUPS.
FRANCISCAN MEDICAL CTR-LA CROSSE HOSPITAL PART V, SECTION B, LINE 6A: THE COALITION THAT CONDUCTED THE "COMPASS NOW" ASSESSMENT ON WHICH THIS CHNA REPORT IS BASED INCLUDED MAYO CLINIC HEALTH SYSTEM-FRANCISCAN MEDICAL CENTER-LA CROSSE CAMPUS, MAYO CLINIC HEALTH SYSTEM-FRANCISCAN MEDICAL CENTER-SPARTA CAMPUS, GUNDERSEN LUTHERAN HEALTH SYSTEM, ST. JOSEPH'S HEALTH SERVICES-GUNDERSEN LUTHERAN, TOMAH MEMORIAL HOSPITAL, TRI-COUNTY MEMORIAL HOSPITAL, AND VERNON MEMORIAL HOSPITAL.
FRANCISCAN MEDICAL CTR-SPARTA HOSPITAL PART V, SECTION B, LINE 6A: THE COALITION THAT CONDUCTED THE "COMPASS NOW" ASSESSMENT ON WHICH THIS CHNA REPORT IS BASED INCLUDED MAYO CLINIC HEALTH SYSTEM-FRANCISCAN MEDICAL CENTER-LA CROSSE CAMPUS, MAYO CLINIC HEALTH SYSTEM-FRANCISCAN MEDICAL CENTER-SPARTA CAMPUS, GUNDERSEN LUTHERAN HEALTH SYSTEM, ST. JOSEPH'S HEALTH SERVICES-GUNDERSEN LUTHERAN, TOMAH MEMORIAL HOSPITAL, TRI-COUNTY MEMORIAL HOSPITAL, AND VERNON MEMORIAL HOSPITAL.
FRANCISCAN MEDICAL CTR-LA CROSSE HOSPITAL PART V, SECTION B, LINE 11: IDENTIFIED NEED - ALCOHOL USE:MAYO CLINIC HEALTH SYSTEM - LA CROSSE (MCHS - LA CROSSE) CONTINUES TO PROVIDE ALCOHOL AND OTHER DRUG TREATMENT AND PREVENTION SERVICES THAT ADDRESS THE NEEDS OF PATIENTS AND TO OPERATE BEHAVIORAL HEALTH RESIDENTIAL SERVICES IN LA CROSSE AND PRAIRIE DU CHIEN. COMMUNITY INVESTMENT DOLLARS WERE DESIGNATED TO PROGRAMS THAT PROMOTE ALCOHOL AND DRUG PREVENTION AND EDUCATION IN SCHOOLS AND THE COMMUNITY, INCLUDING D.A.R.E. PROGRAM, COULEE COUNCIL ON ADDICTIONS' TURNED LEAF FESTIVAL; HIGH SCHOOL PROM LOCK-INS; AND AT-RISK-YOUTH EVENTS. CASH CONTRIBUTIONS TOTALED $8,000. IN-KIND CONTRIBUTIONS TOTALED $550.IN KIND CONTRIBUTIONS INCLUDED: PARTNERING WITH AN AREA CHURCH TO PROVIDE "SOBERFEST", AN ALTERNATIVE FESTIVAL TO DRINKING; WORK WITH TRI-COUNTY HEROIN ADDICTION COALITION AS A TREATMENT RESOURCE FOR THE LAW ENFORCEMENT AGENCIES IN LA CROSSE, VERNON AND MONROE COUNTIES AND PRESENT A BI-ANNUAL PROGRAM "FAMILY ADJUSTMENTS TO LIVING WITH ADDICTION" TO COULEE COUNCIL ON ADDICTIONS.IN ADDITION, MCHS-LA CROSSE WORKED WITH THE HEALTH SCIENCE CONSORTIUM'S RISKY DRINKING BEHAVIORS COALITION OF COMMUNITIES, STUDENTS, PARENTS, GOVERNMENTS, AND BUSINESSES TO SUPPORT POLICIES AND FUNDING FOR PRACTICES THAT MAKE IT EASIER FOR THOSE WHO DRINK TO DO SO SAFELY.IDENTIFIED NEED - HEALTH CARE ACCESS :MCHS-LA CROSSE OPERATES ST. CLARE HEALTH MISSION, A FREE, BASIC HEALTH CARE CLINIC IN LA CROSSE THAT SERVES INDIVIDUALS WHO HAVE NO MEDICAL INSURANCE OR DO NOT QUALIFY FOR PUBLIC ASSISTANCE. THE CLINIC FILLS PRESCRIPTIONS WRITTEN AT THE MISSION FREE OF CHARGE AT THE ON-SITE PHARMACY. THE MISSION ALSO OPERATES A CONTINUITY CLINIC FOR INDIVIDUALS WITH UNSTABLE CHRONIC MEDICAL CONDITIONS THAT ARE REFERRED BY THE MISSION AND PROVIDES NUTRITION COUNSELING, DIABETIC EDUCATION, SMOKING CESSATION, FOOT CARE AND SPECIALTY MEDICAL CARE. MISSION REFERRED PATIENTS THAT REQUIRE SPECIALTY PROCEDURES OR SURGERY ARE TREATED AT THE LA CROSSE HOSPITAL.MCHS-LA CROSSE HOSPITAL STAFF SERVED AS CERTIFIED APPLICATION COUNSELORS TO FACILITATE ENROLLMENT OF VULNERABLE POPULATIONS IN HEALTHCARE MARKETPLACE EXCHANGES. ON THE LA CROSSE CAMPUS, TWO FULL-TIME STAFF HELPED BOTH PATIENTS AND NON-PATIENTS DURING THE FIRST 3 MONTHS OF 2014. THEY ASSISTED, IN PERSON, 331 INDIVIDUALS AND ANSWERED 441 HEALTH INSURANCE MARKETPLACE SUPPORT PHONE CALLS.MCHS-LA CROSSE ALSO CONTINUES TO PROVIDE PREVENTION AND TREATMENT SERVICES THAT ADDRESS OUR PATIENTS' NEEDS SUCH AS PARTICIPATING IN THE MINNESOTA BREAST AND CERVICAL CANCER PROGRAM THAT PROVIDES LOW-INCOME, UNINSURED OR UNDERINSURED WOMEN AND THE WISCONSIN WELL WOMAN PROGRAMS THAT PROVIDES WOMEN WITH LITTLE OR NO INSURANCE ACCESS TO SCREENINGS.MCHS-LA CROSSE DESIGNATED COMMUNITY INVESTMENT DOLLARS TO COMMUNITY PROGRAMS THAT IMPROVE ACCESS TO CARE INCLUDING BUS TRANSPORTATION THAT BRINGS DIALYSIS PATIENTS TO LA CROSSE FOR TREATMENT; AND LA CROSSE COUNTY'S STRONG SENIORS PROGRAMS WHICH TARGETS PHYSICAL FITNESS PROGRAMS FOR OLDER ADULTS. CASH CONTRIBUTIONS TOTALED $8,000.IDENTIFIED NEED - MENTAL HEALTH:MCHS-LA CROSSE CONTINUES TO OFFER MENTAL HEALTH TREATMENT AND PREVENTION SERVICES THAT ADDRESS THE NEEDS OF OUR PATIENTS AND PROVIDES RESIDENTIAL MENTAL HEALTH TREATMENT FOR YOUNG WOMEN WITH INFANTS AT GERARD HALL. MCHS-LA CROSSE SERVES AS A RESOURCE TO VITERBO UNIVERSITY STUDENTS WORKING TOWARD A MASTERS' DEGREE IN MENTAL HEALTH COUNSELING AND CONSULTS WITH STAFF ON VARIOUS COMMUNITY AGENCIES PROVIDING SHELTER/CARE TO VICTIMS OF DOMESTIC VIOLENCE.MCHS-LA CROSSE DESIGNATED COMMUNITY INVESTMENT DOLLARS TO COMMUNITY PROGRAMS THAT EDUCATE THE COMMUNITY ABOUT MENTAL ILLNESS. PROGRAMS INCLUDE A COUNTY DOCUMENTARY ABOUT ADOPTIVE CHILDREN WITH ABUSIVE CHILDHOODS AND A SUICIDE PREVENTION SUMMIT. CASH CONTRIBUTIONS TOTALED $1,250.IN ADDITION, MCHS-LA CROSSE PARTICIPATED IN A BROAD-BASED MENTAL HEALTH COALITION OF ORGANIZATIONS, PROVIDERS, AND CITIZENS. COALITION PROJECTS INCLUDE CREATING AWARENESS THAT SUICIDE IS A PREVENTABLE, PUBLIC HEALTH PROBLEM, IMPROVING OUTCOMES WHEN LAW ENFORCEMENT COMES IN CONTACT WITH INDIVIDUALS WITH MENTAL ILLNESS AND WORKING TO ENSURE THAT DISCHARGE PLANS AID WITH A SAFE TRANSITION BACK INTO THE COMMUNITY. IDENTIFIED NEED - OBESITY:MCHS-LA CROSSE OFFERS HEALTHY EATING, PHYSICAL ACTIVITY AND STRESS REDUCTION PROGRAMS THAT MEET THE NEEDS OF PATIENTS AND EMPLOYEES INCLUDING A COMMUNITY SUPPORTED AGRICULTURE (CSA) BENEFIT AS PART OF ITS HEALTH PLAN. MCHS-LA CROSSE ALSO PROVIDES LAND AND SUPPORT TO COMMUNITY PARTNERS (WASHBURN NEIGHBORHOOD GROUP AND HMONG MUTUAL ASSISTANCE ASSOCIATION) FOR GARDENS ON MAYO CLINIC HEALTH SYSTEM PROPERTY IN LA CROSSE AND ONALASKA.MCHS-LA CROSSE PARTNERED WITH WESTERN TECHNICAL COLLEGE, HILLVIEW URBAN AGRICULTURE CENTER AND LA CROSSE COMMUNITY FOUNDATION TO ENCOURAGE HEALTHY EATING AND TO CONDUCT COMMUNITY DEMONSTRATIONS ON ECONOMICAL WAYS TO USE LOCAL PRODUCE IN SLOW COOKERS. MCHS-LA CROSSE DESIGNATED COMMUNITY INVESTMENT DOLLARS TO COMMUNITY PROGRAMS THAT PROMOTE HEALTHY EATING. EXAMPLES INCLUDE HEALTHY SNACKS FOR NON-SCHOOL AND AFTER SCHOOL PROGRAMS AND MILK FOR THE SALVATION ARMY. CASH CONTRIBUTIONS TOTALED $5000.IN ADDITION, AS A FOUNDING PARTNER OF THE HEALTH SCIENCE CONSORTIUM, MCHS-LA CROSSE WORKS WITH ITS OBESITY TASK FORCE TO INCREASE PURCHASE AND CONSUMPTION OF FRUITS AND VEGETABLES AT LOCAL GROCERY STORES. MCHS-LA CROSSE CONTINUES AS A BUSINESS SITE FOR THE LA CROSSE COUNTY "HARVEST OF THE MONTH" PROGRAM.
FRANCISCAN MEDICAL CTR-SPARTA HOSPITAL PART V, SECTION B, LINE 11: IDENTIFIED NEED - ALCOHOL USE:MAYO CLINIC HEALTH SYSTEM - LA CROSSE IN SPARTA (MCHS SPARTA) CONTINUES TO PROVIDE ALCOHOL AND OTHER DRUG TREATMENT AND PREVENTION SERVICES THAT ADDRESS THE NEEDS OF ITS PATIENTS. IN KIND CONTRIBUTIONS INCLUDE: PARTICIPATION IN MONROE COUNTY ALCOHOL AND OTHER DRUG ABUSE INITIATIVE AND WORK WITH TRI-COUNTY HEROIN ADDICTION COALITION AS A TREATMENT RESOURCE FOR THE LAW ENFORCEMENT AGENCIES IN LA CROSSE, VERNON AND MONROE COUNTIES.IDENTIFIED NEED - ACCESS TO HEALTH CARE:MCHS SPARTA OPERATES ST. CLARE HEALTH MISSION, A FREE, BASIC HEALTH CARE CLINIC IN SPARTA THAT SERVES INDIVIDUALS WHO RESIDE IN MONROE COUNTY AND HAVE NO MEDICAL INSURANCE OR DO NOT QUALIFY FOR PUBLIC ASSISTANCE. PHYSICIANS AND STAFF VOLUNTEER AT THE CLINIC. THE CLINIC FILLS PRESCRIPTIONS WRITTEN AT THE MISSION FREE OF CHARGE AT THE ON-SITE PHARMACY. MCHS SPARTA HOSPITAL STAFF SERVED AS CERTIFIED APPLICATION COUNSELORS TO FACILITATE ENROLLMENT OF VULNERABLE POPULATIONS IN HEALTHCARE MARKETPLACE EXCHANGES. AT THE MONROE COUNTY SITES, DURING THE FIRST 3 MONTHS OF 2014, THE COUNSELORS HELPED PATIENTS AND NON-PATIENTS FOR 16 HOURS/WEEK IN SPARTA AND 16 HOURS/WEEK IN TOMAH. MCHS SPARTA ALSO CONTINUES TO PROVIDE PREVENTION AND TREATMENT SERVICES THAT ADDRESS PATIENTS' NEEDS AND PARTICIPATES IN THE WISCONSIN WELL WOMAN PROGRAMS PROVIDING WOMEN WITH LITTLE OR NO INSURANCE ACCESS TO SCREENINGS.MCHS SPARTA DESIGNATED COMMUNITY INVESTMENT DOLLARS TO PROGRAMS THAT ASSIST MONROE COUNTY SENIORS WITH TRANSPORTATION - MONROE COUNTY SENIOR BUS. CASH CONTRIBUTIONS TOTALED $1,000.IDENTIFIED NEED - MENTAL HEALTH:MCHS SPARTA CONTINUES TO OFFER MENTAL HEALTH TREATMENT AND PREVENTION SERVICES THAT ADDRESS THE NEEDS OF ITS PATIENTS. MCHS SPARTA PARTICIPATES IN MONROE COUNTY MENTAL HEALTH WORKGROUP INITIATIVES, WHICH INCLUDES INCREASING INDIVIDUAL AND COMMUNITY KNOWLEDGE OF DEPRESSION SYMPTOMS AND SUICIDE. MCHS SPARTA ALSO PARTICIPATES IN THE COUNTY'S EDUCATIONAL SESSIONS ON ANTI-BULLYING. MCHS SPARTA DESIGNATED COMMUNITY INVESTMENT DOLLARS TO COMMUNITY PROGRAMS THAT EDUCATE THE COMMUNITY ABOUT MENTAL ILLNESS - NAMI OF MONROE COUNTY. CASH CONTRIBUTION TOTALED $500.IDENTIFIED NEED - OBESITY:MCHS SPARTA CONTINUES TO OFFER HEALTHY EATING, PHYSICAL ACTIVITY AND STRESS REDUCTION PROGRAMS THAT MEET THE NEEDS OF PATIENTS AND EMPLOYEES INCLUDING A COMMUNITY SUPPORT AGRICULTURE (CSA) BENEFIT AS PART OF ITS HEALTH PLAN. MCHS SPARTA PARTICIPATED IN MONROE COUNTY PROGRAMS TO INCREASE INDIVIDUAL AND COMMUNITY KNOWLEDGE RELATED TO NUTRITION AND PHYSICAL ACTIVITY.IDENTIFIED NEED - DENTAL CARE ACCESS AND COST:MCHS SPARTA OPERATES AN ORAL SURGERY PROGRAM THAT PROVIDES DENTAL SURGERY ACCESS AND MINOR RESTORATIVE PROCEDURES TO PEDIATRIC PATIENTS WHO CANNOT FIND AN AREA DENTIST TO PROVIDE THESE SERVICES.
FRANCISCAN MEDICAL CTR-LA CROSSE HOSPITAL PART V, SECTION B, LINE 13H: THE REGIONAL PROXIMITY OF A PATIENT'S RESIDENCY IS A FACTOR FOR PRESCHEDULED SERVICES ONLY AND SECONDARY TO MEDICAL NEED. REGIONAL PROXIMITY IS NOT A FACTOR FOR EMERGENCY CARE PROVIDED.
FRANCISCAN MEDICAL CTR-SPARTA HOSPITAL PART V, SECTION B, LINE 13H: THE REGIONAL PROXIMITY OF A PATIENT'S RESIDENCY IS A FACTOR FOR PRESCHEDULED SERVICES ONLY AND SECONDARY TO MEDICAL NEED. REGIONAL PROXIMITY IS NOT A FACTOR FOR EMERGENCY CARE PROVIDED.
FRANCISCAN MEDICAL CTR-LA CROSSE HOSPITAL PART V, SECTION B, LINE 16I: 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.UPON ADMISSION, IF THE PATIENT DOES NOT HAVE INSURANCE OR EXPRESSES ANINABILITY TO PAY, ALL AVAILABLE OPTIONS INCLUDING STATE AND FEDERALFUNDING AS WELL AS CHARITY CARE ARE DISCUSSED WITH THE PATIENT.
FRANCISCAN MEDICAL CTR-SPARTA HOSPITAL PART V, SECTION B, LINE 16I: 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.UPON ADMISSION, IF THE PATIENT DOES NOT HAVE INSURANCE OR EXPRESSES AN INABILITY TO PAY, ALL AVAILABLE OPTIONS INCLUDING STATE AND FEDERAL FUNDING AS WELL AS CHARITY CARE ARE DISCUSSED WITH THE PATIENT.
FRANCISCAN MEDICAL CTR-LA CROSSE HOSPITAL PART V, SECTION B, LINE 20E: 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 GOVERNMENTAL 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.
FRANCISCAN MEDICAL CTR-SPARTA HOSPITAL PART V, SECTION B, LINE 20E: 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 GOVERNMENTAL 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.
FRANCISCAN MEDICAL CTR-LA CROSSE HOSPITAL PART V, SECTION B, LINE 22D: OUR POLICY ALLOWS FOR A MINIMUM DISCOUNT OF 20% TO ELIGIBLE INDIVIDUALS WHICH RESULTS IN AN AMOUNT LESS THAN OR EQUAL TO THE THREE BEST NEGOTIATED COMMERCIAL RATES.
FRANCISCAN MEDICAL CTR-SPARTA HOSPITAL PART V, SECTION B, LINE 22D: OUR POLICY ALLOWS FOR A MINIMUM DISCOUNT OF 20% TO ELIGIBLE INDIVIDUALS WHICH RESULTS IN AN AMOUNT LESS THAN OR EQUAL TO THE THREE BEST NEGOTIATED COMMERCIAL RATES.
PART V, SECTION B, LINE 16 FINANCIAL ASSISTANCE POLICY WEBSITE AVAILABILITY
FRANCISCAN MEDICAL CTR-LA CROSSE HOSPITA PART V, SECTION B, LINE 16A WEBSITE: SEE PART VI
FRANCISCAN MEDICAL CTR-LA CROSSE HOSPITA PART V, SECTION B, LINE 16B WEBSITE: SEE PART VI
FRANCISCAN MEDICAL CTR-SPARTA HOSPITAL PART V, SECTION B, LINE 16A WEBSITE: SEE PART VI
FRANCISCAN MEDICAL CTR-SPARTA HOSPITAL PART V, SECTION B, LINE 16B WEBSITE: SEE PART VI
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section D. 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?26
Name and address Type of Facility (describe)
1 FRANCISCAN MEDICAL CENTER - LA CROSSE
800 WEST AVENUE SOUTH
LA CROSSE,WI546014796
CLINIC, PHARMACY
2 ONALASKA CLINIC
191 THEATER ROAD
ONALASKA,WI54650
CLINIC, BEHAVIORAL HEALTH CLINIC, PHARMACY, DME
3 TOMAH CLINIC
325 BUTTS AVENUE
TOMAH,WI546600610
CLINIC, BEHAVIORAL HEALTH CLINIC
4 BEHAVIORAL HEALTH SERVICE-LA CROSSE
212 11TH STREET SOUTH
LA CROSSE,WI54601
BEHAVIORAL HEALTH CLINIC
5 HOLMEN CLINIC
1303 MAIN STREET S
HOLMEN,WI546369337
CLINIC, BEHAVIORAL HEALTH CLINIC
6 ARCADIA CLINIC
464 SOUTH ST JOSEPH AVENUE
ARCADIA,WI546121499
CLINIC, BEHAVIORAL HEALTH CLINIC, DME
7 SPARTA CLINIC
310 WEST MAIN STREET
SPARTA,WI546562142
CLINIC, BEHAVIORAL HEALTH CLINIC, DME
8 FRANCISCAN LA CROSSE CLINIC DME
620 SOUTH 11TH STREET
LA CROSSE,WI546014711
DME
9 WAUKON CLINIC
105 EAST MAIN STREET
WAUKON,IA52172
CLINIC
10 PRAIRIE DU CHIEN CLINIC
800 EAST BLACKHAWK AVENUE
PRAIRIE DU CHIEN,WI53821
CLINIC, BEHAVORIAL HEALTH
11 PROFESSIONAL ARTS BUILDING
615 SOUTH 10TH STREET
LA CROSSE,WI54601
ALLERGY, ORAL SURGERY
12 FRANCISCAN FAMILY HEALTH CLINIC
815 SOUTH 10TH STREET
LA CROSSE,WI54601
FAMILY HEALTH CLINIC
13 FRANCISCAN-HOME CARE PHARMACY
700 WEST AVENUE SOUTH
LA CROSSE,WI54601
PHARMACY
14 CALEDONIA CLINIC
701 NORTH PRAGUE STREET
CALEDONIA,MN559211066
CLINIC, BEHAVIORAL HEALTH CLINIC, DME
15 LA CRESCENT CLINIC
524 NORTH ELM
LA CRESCENT,MN559471027
CLINIC
16 FRANCISCAN OCCUPATIONAL HEALTH CLINIC
630 10TH STREET
LA CROSSE,WI54601
OCCUPATIONAL HEALTH CLINIC
17 SIENA HALL
613 SOUTH 10TH STREET
LA CROSSE,WI54601
BEHAVIORAL HEALTH
18 VILLAGE ON 9TH
621 SOUTH 9TH STREET
LA CROSSE,WI54601
ELDERLY HOUSING
19 VILLA SUCCESS
121 PRAIRIE STREET
PRAIRIE DU CHIEN,WI53821
BEHAVIORAL HEALTH
20 WOMEN'S LAAR HOUSE
1005 JACKSON STREET
LA CROSSE,WI54601
BEHAVIORAL HEALTH
21 ST CLARE HEALTH MISSION
916 FERRY STREET
LA CROSSE,WI54601
CLINIC
22 SCARSETH HOUSE
535 SOUTH 17TH STREET
LA CROSSE,WI54601
BEHAVIORAL HEALTH
23 GROUP HOME I
518 10TH STREET SOUTH
LA CROSSE,WI54601
BEHAVIORAL HEALTH
24 VILLAGE ON CASS
225 24TH STREET SOUTH
LA CROSSE,WI54601
ELDERLY HOUSING
25 GERARD HALL
940 DIVISION STREET
LA CROSSE,WI54601
MATERNITY HOME
26 WALMART CLINIC OPERATED BY FRANCISCAN HE
4622 MORMON COULEE RD
LA CROSSE,WI54601
CLINIC
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.
Form and Line Reference Explanation
PART I, LINE 7: A COST-TO-CHARGE RATIO (FROM WORKSHEET 2) IS USED TO CALCULATE THE AMOUNTS ON LINE 7A-7C (FINANCIAL ASSISTANCE, MEDICAID SHORTFALL, AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS).THE AMOUNTS FOR LINES 7E-7I WOULD COME FROM THE BOOKS AND RECORDS OF SPECIFIC SEGMENTS OF THE ORGANIZATION AND WOULD NOT BE BASED ON A COST-TO-CHARGE RATIO.
PART I, LINE 7G: THE FOLLOWING NET COMMUNITY BENEFIT COST ATTRIBUTED TO A PHYSICIAN CLINIC WAS INCLUDED AS SUBSIDIZED HEALTH SERVICES: $1,168,263.
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 $ 17,963,683.
PART II, COMMUNITY BUILDING ACTIVITIES: THROUGH DONATIONS AND GRANTS TO PUBLIC, PRIVATE, AND NONPROFIT ORGANIZATIONS, THE FILING ORGANIZATION ASSISTS WITH SUSTAINING AND ENHANCING THE COMMUNITIES IT SERVES.
PART III, LINE 2: 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.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.
PART III, LINE 4: FOOTNOTES RELATED TO ACCOUNTS RECEIVABLE AND ALLOWANCE FOR DOUBTFUL ACCOUNTS CAN BE FOUND ON PAGES 5, 7, 8 AND 9 OF MAYO CLINIC'S 2014 CONSOLIDATED AUDITED FINANCIAL STATEMENTS.
PART III, LINE 8: THE METHODOLOGY DESCRIBED IN THE INSTRUCTIONS TO SCHEDULE H, PART III, SECTION B, LINE 6 DOES NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE HOSPITAL AND DOES NOT REPRESENT THE TOTAL COMMUNITY BENEFIT CONFERRED IN THIS AREA. THE MEDICARE SHORTFALL REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT (USING A MEDICARE COST REPORT STEP-DOWN METHODOLOGY). HOWEVER, USING A FINANCIAL STATEMENT COST-TO-CHARGE RATIO METHODOLOGY ACTUALLY RESULTS IN A MEDICARE SHORTFALL OF $66,057,000 AS REPORTED IN THE CORE FORM, PART III, PROGRAM SERVICE ACCOMPLISHMENTS.THE MOST COMMON REASONS FOR A DIFFERENCE BETWEEN THE MEDICARE SHORTFALL REPORTED ON SCHEDULE H AND THE MEDICARE SHORTFALL REPORTED ON THE CORE FORM, PART III INCLUDE: (1) INCLUSION OF MEDICARE ADVANTAGE REVENUE AND EXPENSES; (2) INCLUSION OF PART B REVENUE AND EXPENSES; (3) INCLUSION OF OTHER FEE SCHEDULE REVENUE; AND (4) SOME TIMING ISSUES.REASONS WHY MEDICARE SHORTFALL REPORTED ON LINE 7, IF ANY, 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 POTENTIALLY MEETING MAYO CLINIC'S FINANCIAL ASSISTANCE ELIGIBILITY 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 THE PATIENT IS DETERMINED TO BE INELIGIBLE FOR FINANCIAL ASSISTANCE OR IS ELIGIBLE FOR ONLY PARTIAL FINANCIAL ASSISTANCE AND DOES NOT AGREE TO PAY THE REMAINING BALANCE.
PART VI, LINE 2: MAYO CLINIC HEALTH SYSTEM-FRANCISCAN MEDICAL CENTER COLLABORATES WITH PUBLIC AND PRIVATE GROUPS IN ASSESSING THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES. THESE GROUPS AND DATA SOURCES INCLUDE: 2012 COMMUNITY NEEDS ASSESSMENT IN PARTNERSHIP WITH THE GREAT RIVERS UNITED WAY AND GUNDERSON LUTHERAN MEDICAL CENTER;HEALTHIEST WISCONSIN 2020 (PLAN OF WI DHS); POPULATION HEALTH PROJECT OF THE LA CROSSE MEDICAL HEALTH SCIENCE CONSORTIUM, WHICH COLLECTS AND ANALYZES DATA FROM A 20 COUNTY AREA THAT MIRRORS THE REPORTING ORGANIZATION'S SERVICE AREA. MAYO CLINIC HEALTH SYSTEM-FRANCISCAN MEDICAL CENTER ALSO HAS REPRESENTATION ON NUMEROUS LOCAL HEALTH ADVOCACY GROUPS THAT TARGET SPECIFIC DISEASES AND CONDITIONS (CHILDHOOD OBESITY, DIABETES, SMOKING CESSATION, SUICIDE PREVENTION, ETC.). WE USE INFORMATION AND DATA FROM THESE GROUPS AS WELL TO HELP PLAN EVENTS IN THE SERVICE AREA.
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 AND APPLICATIONS AVAILABLE BY POSTING IT ON THEIR WEBPAGE INCLUDING THE ABILITY TO DOWNLOAD A COPY OF THE POLICY AND APPLICATION 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. ADDITIONALLY, CHARITABLE CARE AND FINANCIAL ASSISTANCE IS REFERENCED ON PATIENT CORRESPONDENCE INCLUDING: THE MONTHLY STATEMENT OF ACCOUNT, ACCOUNT BALANCE LETTERS, AND LATE PAYMENT NOTIFICATIONS. ALL PATIENT CORRESPONDENCE REFERENCING CHARITABLE CARE AND FINANCIAL ASSISTANCE INCLUDE INTERNET, PHONE, AND MAILING ADDRESS CONTACT INFORMATION.
PART VI, LINE 4: MAYO CLINIC HEALTH SYSTEM-FRANCISCAN MEDICAL CENTER, INC. IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT SERVES THE RESIDENTS OF BUFFALO, TREMPELEAU, JACKSON, MONROE, LA CROSSE, JUNEAU, VERNON, CRAWFORD, RICHLAND, SAUK, AND GRANT COUNTIES IN WISCONSIN, WABASHA, WINONA, FILLMORE, AND HOUSTON COUNTIES IN MINNESOTA, AND WINNESHIEK, AND ALLAMAKEE COUNTIES IN IOWA. THE CITIES OF LA CROSSE (50K) AND WINONA (35K) REPRESENT SMALL METROPOLITAN AREAS AND THE BALANCE OF THE SERVICE AREA IS EITHER RURAL OR SMALL TOWNS (500 TO 10K). THE SERVICE AREA INCLUDES A GROWING NUMBER OF HISPANIC AND HMONG RESIDENTS. THE AREA POPULATION ALSO TRENDS OLDER, POORER AND LESS EDUCATED THAN THE STATEWIDE AVERAGE.
PART VI, LINE 5: THIS FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. MAYO CLINIC AND ITS AFFILIATES ARE LARGE, MULTI-FACETED, INTEGRATED, NOT-FOR-PROFIT GROUP PRACTICES AND HEALTH SYSTEMS. AT MAYO CLINIC, DOCTORS FROM EVERY MEDICAL SPECIALTY WORK TOGETHER TO CARE FOR PATIENTS, JOINED BY COMMON SYSTEMS AND A PHILOSOPHY OF "THE NEEDS OF THE PATIENT COME FIRST." THE ORGANIZATIONS (INCLUDING HOSPITAL AND NON-HOSPITAL ENTITIES) WORK TOGETHER TO SERVE THEIR COMMUNITIES AT THE LOCAL, REGIONAL, NATIONAL, AND GLOBAL LEVELS. THIS COMMUNITY BENEFIT HAPPENS THROUGH ITS FOCUS ON PATIENT CARE, EDUCATION, AND RESEARCH. SPECIFICALLY, THE TAX-EXEMPT PURPOSE OF MAYO CLINIC AND ITS AFFILIATES IS THREE-FOLD:PRACTICE - PRACTICE MEDICINE AS AN INTEGRATED TEAM OF COMPASSIONATE, MULTI-DISCIPLINARY PHYSICIANS, SCIENTISTS AND ALLIED HEALTH PROFESSIONALS WHO ARE FOCUSED ON THE NEEDS OF PATIENTS FROM OUR COMMUNITIES, REGIONS, THE NATION AND THE WORLD.EDUCATION- EDUCATE PHYSICIANS, SCIENTISTS AND ALLIED HEALTH PROFESSIONALS AND BE A DEPENDABLE SOURCE OF HEALTH INFORMATION FOR OUR PATIENTS AND THE PUBLIC.RESEARCH - CONDUCT BASIC AND CLINICAL RESEARCH PROGRAMS TO IMPROVE PATIENT CARE AND TO BENEFIT SOCIETY, INCLUDING PARTNERING WITH MAYO CLINIC HEALTH SYSTEM PRACTICES TO PERFORM PRACTICE-BASED RESEARCH DESIGNED TO IMPROVE PATIENT CARE.THROUGH ITS MISSION, MAYO CLINIC AND ITS AFFILIATES ENRICH THE COMMUNITIES IN WHICH THEY OPERATE AS WELL AS THE BROADER COMMUNITY - IMPROVING MEDICINE THROUGH RESEARCH, EDUCATING PHYSICIANS AND OTHER HEALTH CARE PROVIDERS, AND PROVIDING CARE AND SUPPORT TO PEOPLE IN NEED. PLEASE REFER TO THE PROGRAM SERVICE ACCOMPLISHMENTS ON FORM 990, PART III, FOR FURTHER DESCRIPTION OF THE FILING ORGANIZATIONS ACTIVITIES.SURPLUS FUNDS:MAYO CLINIC AND ITS AFFILIATES REINVEST THEIR NET OPERATING INCOME TO ADVANCE MEDICAL RESEARCH AND TEACH THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS, AS WELL AS TO ALLOW THE INDIVIDUAL ENTITY TO SUSTAIN ITS MISSION AND PREPARE FOR THE FUTURE. COMMUNITY REPRESENTATION ON GOVERNING BODY:THE BOARD OF TRUSTEES IS THE GOVERNING BODY OF MAYO CLINIC. A MAJORITY OF ITS MEMBERS ARE EXTERNAL, INDEPENDENT TRUSTEES. IT HAS OVERALL RESPONSIBILITY FOR THE CHARITABLE, CLINICAL PRACTICE, SCIENTIFIC AND EDUCATIONAL MISSION AND PURPOSES OF MAYO CLINIC AND ITS AFFILIATES AS SET FORTH IN ITS ARTICLES OF INCORPORATION AND BYLAWS. BECAUSE OF MAYO CLINIC'S NATIONAL PRESENCE, THESE TRUSTEES ARE SELECTED BASED ON THEIR AREAS OF EXPERTISE, EXPERIENCE, AND OTHER CRITERIA ESTABLISHED BY THE INDEPENDENT NOMINATING COMMITTEE OF THE BOARD OF TRUSTEES. AREAS OF EXPERTISE AND EXPERIENCE INCLUDE SUCH AREAS AS HEALTH CARE POLICY, RESEARCH, EDUCATION, BUSINESS, AND GOVERNMENT. THE FILING ORGANIZATION, WHICH IS CONTROLLED BY MAYO CLINIC, RELIES ON THE COMMUNITY REPRESENTATION OF THE MAYO CLINIC BOARD OF TRUSTEES TO FULFILL THIS REQUIREMENT.OPEN V. CLOSED STAFF MODEL:STAFF PRIVILEGES ARE GENERALLY EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. EMERGENCY ROOM:THE FILING ORGANIZATION MAINTAINS AN EMERGENCY ROOM 24 HOURS A DAY, 7 DAYS A WEEK, WHICH IS OPEN TO ALL WITHOUT REGARD TO THE ABILITY TO PAY.
PART VI, LINE 6: THIS ORGANIZATION IS A PART OF MAYO CLINIC HEALTH SYSTEM (WHICH IS PART OF A LARGER GROUP OF ENTITIES AFFILIATED WITH MAYO CLINIC). THE MAYO CLINIC HEALTH SYSTEM IS DESCRIBED IN RESPONSE TO CORE FORM, PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS, LINE 4A (REPORTED IN SCHEDULE O). THAT STATEMENT ALSO DESCRIBES THE ROLES OF THE VARIOUS AFFILIATES IN PROMOTING THE HEALTH OF THE COMMUNITIES SERVED.
PART VI, LINE 7 NEITHER THE FILING ORGANIZATION, NOR ANY RELATED ORGANIZATION, FILES A COMMUNITY BENEFIT REPORT WITH ANY STATE OTHER THAN THE EXTENT TO WHICH COMMUNITY BENEFIT INFORMATION IS INCLUDED IN OTHER REPORTING REQUIREMENTS SUCH AS INFORMATION PROVIDED TO A STATE HOSPITAL ASSOCIATION.
PART V, SECTION B, LINES 16A, 16B, & 16C URL OF THE FAP AND FAP APPLICATION:MAYOCLINICHEALTHSYSTEM.ORG/LOCATIONS/LA-CROSSE/BILLING/PAYMENT-POLICY
Schedule H (Form 990) 2014
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.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number
39-0806374
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 Domestic Organizations and Domestic Governments. 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 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) VITERBO UNIVERSITY
900 VITERBO DRIVE
LA CROSSE,WI54601
39-0978445 501(C)3 9,000       EDUCATION
(2) BOYS AND GIRLS CLUB OF GREATER LA CROSSE
1331 CLINTON STREET
LA CROSSE,WI54603
39-6084791 501(C)3 10,020       SUPPORT MISSION
(3) SALVATION ARMY
223 NORTH 8TH STREET
LA CROSSE,WI54601
36-2167910 501(C)3 6,040       SUPPORT MISSION
(4) MAYO CLINIC HEALTH SYSTEM-FRANCISCAN HEALTHCARE FOUNDATION INC
700 WEST AVENUE SOUTH
LA CROSSE,WI54601
39-1186647 501(C)3 39,572       SUPPORT MISSION
(5) LA CROSSE MEDICAL HEALTH SCIENCE CONSORTIUM
1300 BADGER STREET
LA CROSSE,WI54601
39-1804725 501(C)3 40,733       SUPPORT MISSION














2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
5
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. 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












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE FILING ORGANIZATION CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY WITH PROGRAMS THAT ENHANCE THE MISSION OF THE FILING ORGANIZATION. THE FILING ORGANIZATION ONLY CONSIDERS REQUESTS FOR FUNDING AND IN-KIND SUPPORT TO ORGANIZATIONS IN THE COMMUNITY THAT ADDRESS UNMET OR UNDER-FUNDED COMMUNITY NEEDS IN THE AREAS OF HEALTHCARE, EDUCATION, RESEARCH, DIVERSITY AND EQUALITY OF OPPORTUNITY. NO ADDITIONAL MONITORING IS PERFORMED. TRANSFERS OR GRANTS TO TAX-EXEMPT ORGANIZATIONS AND/OR AFFILIATED TAX-EXEMPT ORGANIZATIONS WILL BE USED PURSUANT TO THE POLICIES AND PROCEDURES OF THE GRANTEE ORGANIZATIONS AND TO FURTHER THE EXEMPT PURPOSES OF THE GRANTEE ORGANIZATIONS. BOTH THE FILING ORGANIZATION AND THE GRANTEE ORGANIZATION MAINTAIN ADEQUATE BOOKS AND RECORDS OF SUCH TRANSFERS OR GRANTS. NO ADDITIONAL MONITORING IS PERFORMED.
Schedule I (Form 990) 2014


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, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number

39-0806374
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
 
No
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
No
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
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations 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) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1ANIL MD GOKHANDIRECTOR (i)
(ii)
426,607
...............................
0
0
...............................
0
53,567
...............................
0
19,608
...............................
0
32,236
...............................
0
532,018
...............................
0
0
...............................
0
2BINN MD MARTHA CDIRECTOR (7/1-12/31/2014) (i)
(ii)
215,474
...............................
0
0
...............................
0
59,363
...............................
0
20,190
...............................
0
28,795
...............................
0
323,822
...............................
0
0
...............................
0
3ERICKSON ERIC BDIRECTOR (i)
(ii)
187,305
...............................
0
0
...............................
0
35,661
...............................
0
25,190
...............................
0
13,051
...............................
0
261,207
...............................
0
0
...............................
0
4FITZGERALD MD KEVINDIRECTOR (i)
(ii)
269,037
...............................
0
0
...............................
0
3,931
...............................
0
24,567
...............................
0
29,545
...............................
0
327,080
...............................
0
0
...............................
0
5GRAU MD THOMAS JDIRECTOR (i)
(ii)
275,956
...............................
0
0
...............................
0
7,563
...............................
0
654
...............................
0
23,105
...............................
0
307,278
...............................
0
0
...............................
0
6GRENISEN MD MARGARET MDIRECTOR (i)
(ii)
224,052
...............................
0
0
...............................
0
7,794
...............................
0
34,586
...............................
0
3,369
...............................
0
269,801
...............................
0
0
...............................
0
7HAGER NICKIJO LDIRECTOR (i)
(ii)
138,521
...............................
0
0
...............................
0
15,402
...............................
0
23,342
...............................
0
12,714
...............................
0
189,979
...............................
0
0
...............................
0
8HOLMAY DIANE KDIRECTOR (i)
(ii)
198,807
...............................
0
0
...............................
0
25,435
...............................
0
35,724
...............................
0
22,147
...............................
0
282,113
...............................
0
0
...............................
0
9HUGHES PETER RDIRECTOR/REGION VP OF BUSINESS DEVEL (i)
(ii)
213,270
...............................
0
0
...............................
0
37,037
...............................
0
43,272
...............................
0
24,048
...............................
0
317,627
...............................
0
0
...............................
0
10JOHNSON MD TIMOTHY JCEO/CHAIR/DIRECTOR/PHYSICIAN (i)
(ii)
431,604
...............................
0
0
...............................
0
33,447
...............................
0
44,933
...............................
0
26,622
...............................
0
536,606
...............................
0
0
...............................
0
11JUNGCK MD MARK CDIRECTOR (i)
(ii)
281,469
...............................
0
0
...............................
0
12,060
...............................
0
41,673
...............................
0
23,351
...............................
0
358,553
...............................
0
0
...............................
0
12KORDUCKI MD JANE MDIRECTOR (i)
(ii)
247,604
...............................
0
0
...............................
0
4,865
...............................
0
35,218
...............................
0
29,379
...............................
0
317,066
...............................
0
0
...............................
0
13KRIEN MD JOSEPH SDIRECTOR (i)
(ii)
272,583
...............................
0
0
...............................
0
8,301
...............................
0
26,325
...............................
0
28,434
...............................
0
335,643
...............................
0
0
...............................
0
14KRUMHOLZ MD ALAN JDIRECTOR (1/1-7/1/2014) (i)
(ii)
143,572
...............................
0
0
...............................
0
16,894
...............................
0
51,852
...............................
0
16,497
...............................
0
228,815
...............................
0
0
...............................
0
15KRUSE JOSEPH JCAO/VICE CHAIR/SECRETARY/DIRECTOR (i)
(ii)
245,195
...............................
0
0
...............................
0
85,124
...............................
0
39,616
...............................
0
28,617
...............................
0
398,552
...............................
0
0
...............................
0
16MOLLING DO PAUL EDIRECTOR (i)
(ii)
271,256
...............................
0
0
...............................
0
985
...............................
0
23,008
...............................
0
32,098
...............................
0
327,347
...............................
0
0
...............................
0
17NOEL AMY JDIRECTOR (i)
(ii)
186,578
...............................
0
0
...............................
0
31,050
...............................
0
29,635
...............................
0
31,360
...............................
0
278,623
...............................
0
0
...............................
0
18RUSHLOW MD DAVID RDIRECTOR/CHIEF MEDICAL OFFICER (i)
(ii)
305,488
...............................
0
0
...............................
0
52,042
...............................
0
28,868
...............................
0
30,057
...............................
0
416,455
...............................
0
0
...............................
0
19TIGGELAAR THOMAS HCFO/TREASURER/DIRECTOR (i)
(ii)
203,442
...............................
0
0
...............................
0
80,193
...............................
0
35,169
...............................
0
21,471
...............................
0
340,275
...............................
0
0
...............................
0
20SAATHOFF BARBARA LVICE PRESIDENT OF LEGAL AFFAIRS (i)
(ii)
164,632
...............................
0
0
...............................
0
53,812
...............................
0
31,917
...............................
0
28,422
...............................
0
278,783
...............................
0
0
...............................
0
21MAHANY DOUGLAS ARADIOLOGY ADMIN (i)
(ii)
4,042
...............................
146,934
0
...............................
0
0
...............................
3,197
0
...............................
0
1,761
...............................
14,397
5,803
...............................
164,528
0
...............................
0
22MORRISSEY MD JOHN EPHYSICIAN (i)
(ii)
834,283
...............................
0
0
...............................
0
221,760
...............................
0
41,789
...............................
0
35,355
...............................
0
1,133,187
...............................
0
0
...............................
0
23NOLTE DO CHARLES PPHYSICIAN (i)
(ii)
710,424
...............................
0
0
...............................
0
136,904
...............................
0
27,220
...............................
0
34,548
...............................
0
909,096
...............................
0
0
...............................
0
24RADEMACHER MD DANA EPHYSICIAN (i)
(ii)
596,759
...............................
0
0
...............................
0
213,171
...............................
0
29,208
...............................
0
2,290
...............................
0
841,428
...............................
0
0
...............................
0
25STEVENS MD MARK KPHYSICIAN (i)
(ii)
806,857
...............................
0
0
...............................
0
198,443
...............................
0
43,982
...............................
0
34,949
...............................
0
1,084,231
...............................
0
0
...............................
0
26UY MD JONATHAN JPHYSICIAN (i)
(ii)
727,444
...............................
0
0
...............................
0
85,643
...............................
0
33,190
...............................
0
34,858
...............................
0
881,135
...............................
0
0
...............................
0
27NESSE MD ROBERT EFORMER CHAIR (i)
(ii)
0
...............................
749,175
0
...............................
0
0
...............................
117,701
0
...............................
0
0
...............................
19,647
0
...............................
886,523
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
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.
Return Reference Explanation
PART I, LINE 1A DAVID R. RUSHLOW M.D., RECEIVED TUITION REIMBURSEMENT AS GROSSED-UP TAXABLE COMPENSATION.
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.
PART I, LINE 4B THIS ENTITY OR ITS AFFILIATE HAS A SUPPLEMENTAL RETIREMENT PLAN (SRP) DESIGNED TO ROUGHLY APPROXIMATE AN EXTENSION OF THE BENEFITS UNDER THE MAYO PENSION PLAN TO INCOME ABOVE THE INTERNAL REVENUE CODE QUALIFIED PLAN LIMIT IN SECTION 401(A)(17). STARTING JANUARY 1, 2011, ALL SRP BENEFITS ARE PAID AS AN ANNUAL TAXABLE CASH PAYMENT. THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). ANIL M.D., GOKHAN $ 14,861 BINN M.D., MARTHA C. $ 426 FITZGERALD M.D., KEVIN $ 4,356 GRAU M.D., THOMAS J. $ 5,650 GRENISEN M.D., MARGARET M. $ 1,856 JOHNSON M.D., TIMOTHY J. $ 33,451 JUNGCK M.D., MARK C. $ 9,268 KRIEN M.D., JOSEPH S. $ 5,510 KRUMHOLZ M.D., ALAN J. $ 7,847 KRUSE, JOSEPH J. $ 4,999 MOLLING D.O., PAUL E. $ 3,327 MORRISSEY M.D., JOHN E. $191,271 NESSE M.D., ROBERT E. $106,863 NOLTE D.O., CHARLES P. $ 82,178 RADEMACHER M.D., DANA E. $116,567 RUSHLOW M.D., DAVID R. $ 5,568 STEVENS M.D., MARK K. $181,048 UY M.D., JONATHAN J. $ 83,790
PART II: COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION.
Schedule J (Form 990) 2014

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.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number

39-0806374
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) 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 Benefiting 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
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
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) MICHAEL TIGGELAAR FAMILY MEMBER OF THOMAS TIGGELAAR 47,957 COMPENSATION   No
(2) LORI JUNGCK FAMILY MEMBER OF MARK C. JUNGCK M.D. 40,308 COMPENSATION   No
(3) NICHOLE J KRUSE FAMILY MEMBER OF JOSEPH J. KRUSE 38,485 COMPENSATION   No
(4) ANJA DROGSETH FAMILY MEMBER OF MARK C. JUNGCK M.D. 12,815 COMPENSATION   No
(5) JOHN W COCHRAN MD FAMILY MEMBER OF MARGARET GRENISEN M.D. 316,925 COMPENSATION   No
(6) STACI M ANIL FAMILY MEMBER OF GOKHAN ANIL M.D. 46,439 COMPENSATION   No
(7) BEN MY KRUSE FAMILY MEMBER OF JOSEPH J. KRUSE 28,585 COMPENSATION   No
(8) JENIFER MAHANY FAMILY MEMBER OF DOUGLAS A. MAHANY 62,176 COMPENSATION   No
(9) ROBIN L FITZGERALD FAMILY MEMBER OF KEVIN FITZGERALD M.D. 10,802 COMPENSATION   No
(10) HEATHER MOLLING FAMILY MEMBER OF PAUL E. MOLLING D.O. 41,940 COMPENSATION   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number

39-0806374
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 BINN M.D., MARTHA C. TIGGELAAR, THOMAS H. KRUSE, JOSEPH J. KRUMHOLZ M.D., ALAN J. JOHNSON M.D., TIMOTHY J. HUGHES, PETER R. HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF HEALTH TRADITION HEALTH PLAN, A RELATED TAXABLE ENTITY.
FORM 990, PART VI, SECTION A, LINE 3 MAYO CLINIC, MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH, AND OTHER RELATED COMPANIES PROVIDE MANAGEMENT SERVICES TO THE ENTIRE SYSTEM OF ENTITIES. MAYO CLINIC HEALTH SYSTEM-FRANCISCAN MEDICAL CENTER, INC. ALSO PROVIDES MANAGEMENT SERVICES ON A REGIONAL BASIS THAT INCLUDES 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 6 THE SOLE CORPORATE MEMBER IS MAYO CLINIC HEALTH SYSTEM-FRANCISCAN HEALTHCARE, INC.
FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY IS SUBJECT TO APPROVAL BY THE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7B THE ARTICLES OF INCORPORATION PROVIDE THE SOLE CORPORATE MEMBER CERTAIN RESERVED POWERS IN AREAS SUCH AS AMENDMENT OF ARTICLES AND BYLAWS, CERTAIN LARGE TRANSACTIONS, AND OTHER KEY DECISIONS.
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM SITE ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT. IT IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER AND FINANCE STAFF. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE FILING ORGANIZATION'S GOVERNING BODY VIA US MAIL, E-MAIL, OR DISTRIBUTION AT A BOARD MEETING. 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.
FORM 990, PART VI, SECTION B, LINE 15 THE FILING ORGANIZATION IS AN AFFILIATE OF MAYO CLINIC. MAYO CLINIC AND ITS AFFILIATES HAVE A COORDINATED PROCESS FOR REVIEWING AND APPROVING COMPENSATION AND BENEFITS FOR PHYSICIANS, EXECUTIVE AND SENIOR ADMINISTRATIVE LEADERSHIP, ALONG WITH ALLIED HEALTH STAFF. IN ADDITION TO ANY REVIEW AND APPROVAL THAT MAY TAKE PLACE AT THE LOCAL ENTITY OR REGIONAL LEVEL, THE FOLLOWING INDEPENDENT APPROVAL PROCESS OCCURS ANNUALLY PRIOR TO IMPLEMENTATION OF THE RESPECTIVE COMPENSATION INCREASE. THE SALARIES AND BENEFIT PROGRAMS OF THE CHIEF EXECUTIVE OFFICER (CEO) AND THE CHIEF ADMINISTRATIVE OFFICER (CAO) WERE REVIEWED AND APPROVED BY THE PROCESS DESCRIBED BELOW FOR SENIOR ADMINISTRATIVE LEADERSHIP. THE COMPENSATION AND BENEFIT PROGRAMS FOR SENIOR ADMINISTRATIVE LEADERSHIP FOR ALL CAMPUSES, INCLUDING THE MAYO CLINIC HEALTH SYSTEM LOCATIONS, ARE REVIEWED AND APPROVED BY THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE. THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE IS COMPRISED OF NINE OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. THIS GROUP REVIEWS AND APPROVES THE COMPENSATION AND BENEFIT PROGRAMS FOR PHYSICIANS FROM ALL CAMPUSES, 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.
FORM 990, PART VI, SECTION C, LINE 19 THE FILING ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND ALSO ON THE MAYOCLINIC.ORG WEBSITE. THE FILING ORGANIZATION IS A HOSPITAL AFFILIATED WITH MAYO CLINIC. AS SUCH, MAYO CLINIC'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO THE FILING ORGANIZATION'S FORM 990 AND WOULD BE AVAILABLE UPON REQUEST OF THE FORM 990.
FORM 990, PART XI, LINE 9: PENSION-POST RETIREMENT (PER FASB A -46,954,286.
FILING OF CERTAIN FOREIGN FORMS DISCLOSURE STATEMENT RELATED TO FORMS 5713: FORM 5713 HAS BEEN FILED BY THE FOLLOWING MEMBERS OF THE CONTROLLED GROUP: MAYO CLINIC (EIN: 41-6011702) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (EIN: 41-1506440) MAYO CLINIC ARIZONA (EIN: 86-0800150) MAYO CLINIC JACKSONVILLE (EIN: 59-3337028) DISCLOSURE STATEMENT RELATED TO FORMS 5471: UNDER THE CONSTRUCTIVE OWNERSHIP RULES OF IRC SECTIONS 958(A) AND (B), THE TAXPAYER IS REQUIRED TO FILE FORMS 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS, AS A CATEGORY 4 AND 5 FILER WITH RESPECT TO CERTAIN CONTROLLED FOREIGN CORPORATIONS (CFCS). THESE FILING REQUIREMENTS ARE OR WILL BE SATISFIED THROUGH THE FILING OF FORMS 5471 FOR THESE CFCS BY OTHER U.S. TAXPAYERS IDENTIFIED BELOW WHO HAVE THE SAME FILING REQUIREMENT. TAXPAYER NAME: MAYO CLINIC ADDRESS: 200 FIRST STREET SW, ROCHESTER, MN 55905 ID NUMBER OF U.S. TAX RETURN WITH WHICH FORM 5471 WAS FILED: 41-6011702 IRS SERVICE CENTER WHERE U.S. TAX RETURN WAS OR WILL BE FILED: E-FILED TAXPAYER NAME: MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH ADDRESS: 200 FIRST STREET SW, ROCHESTER, MN 55905 ID NUMBER OF U.S. TAX RETURN WITH WHICH FORM 5471 WAS FILED: 41-1506440 IRS SERVICE CENTER WHERE U.S. TAX RETURN WAS OR WILL BE FILED: E-FILED DISCLOSURE STATEMENT RELATED TO FORMS 8865: UNDER THE CONSTRUCTIVE OWNERSHIP RULES OF IRC SECTIONS 958(A) AND (B), THE TAXPAYER IS REQUIRED TO FILE FORMS 8865, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS, AS A CATEGORY 2 AND 3 FILER. THESE FILING REQUIREMENTS ARE OR WILL BE SATISFIED THROUGH THE FILING OF FORMS 8865 FOR THESE PARTNERSHIPS BY OTHER U.S. TAXPAYERS IDENTIFIED BELOW WHO HAVE THE SAME FILING REQUIREMENT. TAXPAYER NAME: MAYO CLINIC ADDRESS: 200 FIRST STREET SW, ROCHESTER, MN 55905 ID NUMBER OF U.S. TAX RETURN WITH WHICH FORM 8865 WAS FILED: 41-6011702 IRS SERVICE CENTER WHERE U.S. TAX RETURN WAS OR WILL BE FILED: E-FILED
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
MAYO CLINIC HEALTH SYSTEM-FRANCISCAN
MEDICAL CENTER INC
Employer identification number

39-0806374
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on 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











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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled 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) DESTINATION MEDICAL CENTER EDA
50 SOUTH SIXTH STREET SUITE 1500

MINNEAPOLIS,MN554021498
46-4893585
ECONOMIC DEVELOPMENT MN 501(C)(3) 11-I MAYO CLINIC
 
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 ARIZONA
13400 EAST SHEA BOULEVARD

SCOTTSDALE,AZ85259
86-0800150
HOSPITAL AND CLINIC AZ 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(8) MAYO CLINIC FLORIDA (A NONPROFIT CORPORATION)
4500 SAN PABLO ROAD

JACKSONVILLE,FL32224
59-0714831
HOSPITAL FL 501(C)(3) 3 MAYO CLINIC JACKSONVILLE
 
Yes
 
(9) MAYO CLINIC HOSPITAL -- ROCHESTER
200 FIRST STREET SW

ROCHESTER,MN55905
41-0944601
HOSPITAL MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(10) MAYO CLINIC JACKSONVILLE
4500 SAN PABLO ROAD

JACKSONVILLE,FL32224
59-3337028
PATIENT CARE - CLINIC FL 501(C)(3) 7 MAYO CLINIC
 
Yes
 
(11) 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
 
(12) MAYO KLINIK STIFTUNG
60486 FRANKFURT AM MAIN
FRANKFURT    
GM
FUNDRAISING FOUNDATION GM     MFMER
 
Yes
 
(13) MCHS IN WAYCROSS INC
1900 TEBEAU STREET

WAYCROSS,GA31501
58-1667166
HOSPITAL GA 501(C)(3) 3 MAYO CLINIC JACKSONVILLE
 
Yes
 
(14) MCHS--ALBERT LEA AND AUSTIN
1000 FIRST DRIVE NW

AUSTIN,MN55912
41-1404075
HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(15) MCHS--AUSTIN FOUNDATION
1000 FIRST DRIVE NW

AUSTIN,MN55912
30-0107471
FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--ALBERT LEA AND AUSTIN
 
Yes
 
(16) MCHS--CANNON FALLS
32021 COUNTY ROAD 24 BLVD

CANNON FALLS,MN55009
20-4156428
HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(17) MCHS--CHIPPEWA VALLEY INC
1501 THOMPSON STREET

BLOOMER,WI54724
39-0980343
HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC
 
Yes
 
(18) MCHS--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
(19) MCHS--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
(20) MCHS--EAU CLAIRE HOSPITAL INC
1221 WHIPPLE STREET

EAU CLAIRE,WI54703
39-0813418
HOSPITAL WI 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(21) MCHS--FAIRMONT
800 MEDICAL CENTER DRIVE PO BOX 800

FAIRMONT,MN56031
41-0760836
HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO
 
Yes
 
(22) MCHS--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
 
(23) MCHS--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
 
(24) MCHS--FRANCISCAN HEALTHCARE INC
700 WEST AVE SOUTH

LA CROSSE,WI54601
39-1411999
HEALTHCARE SYSTEM PARENT WI 501(C)(3) 11-I MAYO CLINIC
 
Yes
 
(25) MCHS--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
 
(26) MCHS--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
 
(27) MCHS--LAKE CITY
500 WEST GRANT STREET

LAKE CITY,MN55041
41-1906820
HOSPITAL MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(28) MCHS--MANKATO
1025 MARSH STREET

MANKATO,MN56002
41-1236756
HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(29) MCHS--MANKATO HEALTH CARE FOUNDATION
1025 MARSH STREET

MANKATO,MN56002
41-1663357
FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--MANKATO
 
Yes
 
(30) MCHS--NEW PRAGUE
301 SECOND STREET NE

NEW PRAGUE,MN56071
41-0723639
HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO
 
Yes
 
(31) MCHS--NORTHLAND INC
1222 EAST WOODLAND AVENUE

BARRON,WI54812
39-0920634
HOSPITAL AND CLINIC WI 501(C)(3) 3 MCHS--EAU CLAIRE HOSPITAL INC
 
Yes
 
(32) MCHS--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
 
(33) MCHS--OWATONNA
134 SOUTHVIEW ST

OWATONNA,MN55060
41-1862132
PATIENT CARE - CLINIC MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(34) MCHS--RED CEDAR INC
2321 STOUT ROAD

MENOMONIE,WI54751
51-0190875
HOSPITAL AND CLINIC WI 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(35) MCHS--RED WING
701 HEWITT BOULEVARD

RED WING,MN55066
41-1713783
PATIENT CARE SERVICES MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(36) MCHS--SPRINGFIELD
625 NORTH JACKSON AVENUE

SPRINGFIELD,MN56087
41-1893827
HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO
 
Yes
 
(37) MCHS--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) MCHS--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) MCHS--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) MCHS--WASECA
501 NORTH STATE STREET

WASECA,MN56093
36-3606405
HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--MANKATO
 
Yes
 
(41) 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
 
(42) POVERELLO FOUNDATION
200 FIRST STREET SW

ROCHESTER,MN55905
41-1494881
FUNDRAISING FOUNDATION MN 501(C)(3) 7 MAYO CLINIC HOSPITAL - ROCHESTER
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) FRANKLIN HEATING STATION

119 THIRD ST SW
ROCHESTER,MN55902
41-0264830
UTILITY MN N/A
                 
(2) LATIGO PETROLEUM LLC

PO BOX 14230
ODESSA,TX79768
36-4767494
OIL & GAS EXPLORATION DE N/A
                 
(3) PHYSICIAN SOFTWARE SYSTEMS LLC

3333 WARRENVILLE ROAD SUITE 200
LISLE,IL60532
45-3414836
HEALTHCARE RELATED SOFTWARE IL N/A
                 
(4) WATERSHED CAP INSTL PRTNRS III LP

ONE MARITIME PLAZA SUITE 1525
SAN FRANCISCO,CA94111
46-2982848
INVESTMENT ACTIVITIES DE N/A
                 






Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) BWL HOLDINGS INC

1209 ORANGE STREET
WILMINGTON,DE19801
47-2413749
OIL & GAS EXPLORATION DE N/A
C       Yes  
(2) AMBIENT CLINICAL ANALYTICS INC

221 1ST AVE SW SUITE 202
ROCHESTER,MN55902
80-0928405
SOFTWARE DE N/A
C       Yes  
(3) CAVALRY CLO III LTD

PO BOX 1093 GT QUEENSGATE HOUSE S
GRAND CAYMAN    
CJ
INVESTMENT ACTIVITIES CJ N/A
C       Yes  
(4) CAVALRY CLO IV LTD

PO BOX 1093 GT QUEENSGATE HOUSE S
GRAND CAYMAN    
CJ
INVESTMENT ACTIVITIES CJ N/A
C       Yes  
(5) GMO GLOBAL BOND INVESTMENT FUND

78 SIR JOHN ROGERSONS QUAY
DUBLIN 2    
EI
OTHER FINANCIAL INVESTMENT ACTIVITIES EI N/A
        Yes  
(6) HEALTH TRADITION HEALTH PLAN

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

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

2ND FLOOR EBENE MEWS 57
EBENE CYBERCITY    
MP
HEALTHCARE MANAGEMENT MP N/A
C       Yes  
(9) MAYO CLINIC SUPPORT SERVICES TEXAS

200 FIRST STREET SW
ROCHESTER,MN55905
47-1751102
HEALTH SERVICES TX N/A
C       Yes  
(10) MAYO HOLDING COMPANY

200 FIRST STREET SW
ROCHESTER,MN55905
41-1578020
HOLDING COMPANY MN N/A
C       Yes  
(11) MAYO INSURANCE COMPANY LTD

200 FIRST STREET SW
ROCHESTER,MN55905
SELF INSURANCE POOL CJ N/A
C       Yes  
(12) MCHS--DECORAH CLINIC PHYSICIANS

907 MONTGOMERY STREET
DECORAH,IA52101
41-1711329
PATIENT CARE - CLINIC IA N/A
C       Yes  
(13) MCHS--PHARMACY & HOME MEDICAL INC

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

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

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

ROUTE 2
ROCHESTER,MN55902
41-0506870
AIRPORT MANAGEMENT MN N/A
C       Yes  
(17) SATILLA HEALTHNET INC

1900 TEBEAU STREET
WAYCROSS,GA31501
58-2151076
HEALTH SERVICES GA N/A
C       Yes  
(18) SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION

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

200 FIRST STREET SW
ROCHESTER,MN55905
20-8994499
COMMERCIAL PROPERTY OWNERS ASSOCIATION MN N/A
C       Yes  
(20) CHARITABLE LEAD TRUST

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

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

 
 
CHARITABLE TRUST AZ 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) CHARITABLE REMAINDER TRUST

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

 
 
CHARITABLE TRUST CO N/A
T       Yes  
(28) CHARITABLE REMAINDER TRUST (9)

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

 
 
CHARITABLE TRUST LA N/A
T       Yes  
(30) CHARITABLE REMAINDER TRUST (73)

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

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

 
 
CHARITABLE TRUST NM N/A
T       Yes  
(33) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST NV N/A
T       Yes  
(34) CHARITABLE REMAINDER TRUST

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

 
 
CHARITABLE TRUST TX N/A
T       Yes  
(36) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST WI N/A
T       Yes  
(37) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST CO N/A
T       Yes  
(38) CHARITABLE REMAINDER TRUST

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

 
 
CHARITABLE TRUST MI N/A
T       Yes  
(40) CHARITABLE REMAINDER TRUST (70)

 
 
CHARITABLE TRUST MN N/A
T       Yes  
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on 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
Yes
 
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
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
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) HEALTH TRADITION HEALTH PLAN

R 31,845,812 GAAP
(2) MAYO CLINIC HOSPITAL - ROCHESTER (FORMERLY METHODIST HOSPITAL)

A 138,128 GAAP
(3) MAYO CLINIC HOSPITAL - ROCHESTER (FORMERLY METHODIST HOSPITAL)

L 100,122 GAAP
(4) MCHS-FRANCISCAN HEALTHCARE FOUNDATION INC

C 1,078,502 GAAP
(5) MCHS-FRANCISCAN HEALTHCARE FOUNDATION-SPARTA INC

C 120,155 GAAP
(6) MMSI INC

M 187,062 GAAP
(7) MMSI INC

S 2,723,159 GAAP
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 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) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2014
Additional Data


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