Form990
Click to see attachment
Department of the TreasuryInternal 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
MAYO CLINIC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
200 FIRST STREET SW
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCHESTER, MN55905
D Employer identification number

41-6011702
E Telephone number

G Gross receipts $ 8,650,548,501
F Name and address of principal officer:
GIANRICO FARRUGIA MD
200 FIRST STREET SW
ROCHESTER,MN55905
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.MAYOCLINIC.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: 1919
M State of legal domicile: MN
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: EDUCATION, RESEARCH AND PATIENT CARE
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 31
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 17
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 25,479
6 Total number of volunteers (estimate if necessary) ............. 6 741
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 689,856,985
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 117,909,802
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,722,852,961 1,975,507,156
9 Program service revenue (Part VIII, line 2g) ......... 3,965,257,114 4,050,035,431
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 394,860,611 323,162,453
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 59,260,630 74,654,454
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 6,142,231,316 6,423,359,494
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 696,637,480 204,564,712
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) 2,605,554,531 2,805,440,917
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 700,510 941,836
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet41,541,364    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,526,753,240 2,616,840,186
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,829,645,761 5,627,787,651
19 Revenue less expenses. Subtract line 18 from line 12....... 312,585,555 795,571,843
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 11,310,805,903 12,305,407,265
21 Total liabilities (Part X, line 26)............. 9,203,875,285 9,273,937,859
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,106,930,618 3,031,469,406
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
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 $ 250,664,408 including grants of $ 13,907,145 ) (Revenue $ 57,478,291 )
MEDICAL EDUCATION(SEE SCHEDULE O FOR DESCRIPTION):
4b (Code:   ) (Expenses $ 3,393,496,934 including grants of $   ) (Revenue $ 3,108,386,348 )
PATIENT CARE (SEE SCHEDULE O FOR DESCRIPTION)
4c (Code:   ) (Expenses $ 648,809,218 including grants of $ 47,536,551 ) (Revenue $ 7,565,401 )
RESEARCH (SEE SCHEDULE O FOR DESCRIPTION)
(Code:   ) (Expenses $ 143,121,015 including grants of $ 143,121,016 ) (Revenue $ 917,793,232 )
COMMUNITY CONTRIBUTIONS:COMMUNITY GIVING AND INVOLVEMENT IS A VALUE-DRIVEN PRIORITY AT MAYO CLINIC. QUALITY PATIENT CARE, RESEARCH AND EDUCATION ARE BEST ADVANCED WITHIN A VIBRANT LOCAL COMMUNITY, WITH STRONG SOCIETAL FOUNDATIONS, SUCH AS EDUCATION, HEALTH, INCLUSIVITY, A DIVERSE ECONOMY, SUPPORTIVE SOCIAL SERVICES, AND AMENITIES THAT MAKE ROCHESTER A DESIRABLE PLACE TO LIVE AND SUPPORT SOCIAL DETERMINANTS OF HEALTH. A THRIVING COMMUNITY RELIES ON A VARIETY OF ORGANIZATIONS TO PROVIDE VITAL SERVICES AND PROGRAMS TO MEET COMMUNITY NEEDS. LIKE MOST CITIES, ROCHESTER FACES FUNDAMENTAL SOCIO-ECONOMIC CHALLENGES SUCH AS HUNGER, POVERTY, UNEQUAL ACCESS TO HEALTH CARE AND HEALTH DISPARITIES. ROCHESTER IS ALSO AN INCREASINGLY DIVERSE COMMUNITY, WITH NEWCOMERS WHO NEED HELP IN ASSIMILATING TO THEIR NEW ENVIRONMENT. MAYO CLINIC'S COMMUNITY ENGAGEMENT DIVISION WORKS TO BUILD COLLABORATIVE PARTNERSHIPS WITH LOCAL GOVERNMENTAL AGENCIES, COMMUNITY GROUPS, AND ORGANIZATIONS TO BUILD ADDITIONAL CAPACITY AND ENSURE SUSTAINABILITY TO MEET THESE EVER INCREASING NEEDS. MAYO CLINIC MAKES FINANCIAL AND IN-KIND CONTRIBUTIONS TO COMMUNITY ORGANIZATIONS BASED ON IDENTIFIED COMMUNITY HEALTH NEEDS AND FOR A VARIETY OF INITIATIVES SUCH AS HEALTH AND WELLNESS, HUMAN SERVICES, CAPACITY BUILDING, DIVERSITY AND INCLUSION, HOUSING, EDUCATION-WORKFORCE DEVELOPMENT, YOUTH ENRICHMENT (ESPECIALLY AT-RISK YOUTH) AND THE ARTS AND CULTURE. MAYO CLINIC STRIVES TO MAINTAIN A CONTRIBUTIONS PROGRAM THAT IS FISCALLY RESPONSIBLE AND SOCIALLY ACCOUNTABLE THROUGH CONTINUOUS EVALUATION, AND ALIGNED WITH ITS MISSION AS A NON-PROFIT ORGANIZATION. IN 2018, MAYO CLINIC'S COMMUNITY CONTRIBUTIONS PROGRAM PROVIDED MORE THAN $2 MILLION TO MORE THAN 115 NON-PROFIT ORGANIZATIONS. HIGHLIGHTS OF COMMUNITY GIVING INCLUDE: *FINANCIAL AND IN-KIND SUPPORT TO THE SALVATION ARMY GOOD SAMARITAN MEDICAL AND DENTAL CLINICS, THE ZUMBRO VALLEY MENTAL HEALTH CENTER AND SEVERAL LOCAL COMMUNITY DENTAL CLINICS TO SERVE LOCAL CITIZENS AND FAMILIES WHO CANNOT OTHERWISE AFFORD CARE AND INCREASE COMMUNITY HEALTH CARE ACCESS POINTS FOR ALL RESIDENTS.*CAPITAL SUPPORT TO COMMUNITY DENTAL SERVICES, THE EMPOWERMENT CENTER, AND THE READING CENTER TO HELP LOCAL RESIDENTS GAIN ACCESS TO DENTAL CARE, LITERACY SERVICES AND HOUSING SUPPORT FOR SINGLE PARENT FAMILIES. * FINANCIAL SUPPORT TO "CRADLE-TO-CAREER," A DISTRICT-WIDE EFFORT TO IMPROVE EDUCATIONAL ATTAINMENT AMONG K-12 STUDENTS, AFTER-SCHOOL YOUTH ENRICHMENT PROGRAMS AND WORKFORCE DEVELOPMENT PROGRAMS TO SUPPORT LIFELONG LEARNING AND ECONOMIC STABILITY.*MAYO CLINIC SUPPORTS HOSPITALITY HOUSES IN THE COMMUNITY SUCH AS THE RONALD MCDONALD HOUSE, THE HOPE LODGE, AND THE GIFT OF LIFE TRANSPLANT HOUSE. THESE FACILITIES PROVIDE MORE THAN 5,500 PATIENTS AND THEIR FAMILIES WITH SERIOUS AND COMPLICATED ILLNESSES WITH AN AFFORDABLE, WELCOMING RESIDENCE DURING THEIR LENGTHY VISITS TO ROCHESTER FOR EXTENDED CARE.*MAYO CLINIC PARTICIPATES IN THE COALITION FOR COMMUNITY HEALTH ACCESS INTEGRATION (CCHI), WHICH IS A PARTNERSHIP OF LOCAL AND REGIONAL COMMUNITY HEALTH CARE AND HUMAN SERVICES ORGANIZATIONS. CCHI'S MISSION IS TO CREATE OPPORTUNITIES TO COORDINATE AND INTEGRATE EFFICIENT AND EFFECTIVE SERVICES ACROSS ORGANIZATIONS TO IMPROVE THE HEALTH AND WELL-BEING OF THE OLMSTED COUNTY COMMUNITY.*MAYO CLINIC PARTNERS WITH THE OLMSTED COUNTY HEALTH DEPARTMENT, OLMSTED COUNTY MEDICAL CENTER AND OTHER AREA HEALTH PROVIDERS TO PREPARE FOR AND COORDINATE RESPONSES TO HEALTH RELATED EMERGENCIES SUCH AS EPIDEMICS AND NATURAL DISASTERS WITH THE THREAT OF MASS INJURIES/MORTALITIES.*IN 2018 MAYO CLINIC CONTINUED TO HELP LEAD THE ROCHESTER AREA HOUSING COALITION, A COLLABORATIVE PROGRAM AMONG LOCAL COMMUNITY SERVICE PROVIDERS TO CREATE AND PRESERVE AFFORDABLE AND WORKFORCE PRICED HOUSING IN THE ROCHESTER AREA.HEALTH INFORMATION:MAYO CLINIC PUBLISHES A VARIETY OF HEALTH INFORMATION RESOURCES TO MAKE THE RESULTS OF ITS RESEARCH AND EDUCATION PROGRAMS AVAILABLE TO THE MEDICAL COMMUNITY AND TO THE GENERAL PUBLIC. MAYO CLINIC PROCEEDINGS (A MONTHLY JOURNAL FOR PHYSICIANS AND OTHER MEDICAL PERSONNEL), MAYO CLINIC HEALTH LETTER (A MONTHLY NEWSLETTER PROVIDING HEALTH INFORMATION FOR CONSUMERS), SPECIALTY SERVICES AND PRACTICE NEWSLETTERS AND NUMEROUS HEALTH-RELATED BOOKS FOR HEALTHCARE PROFESSIONALS AND CONSUMERS ARE PUBLISHED. FROM AN ONLINE PERSPECTIVE, MAYO CLINIC HOSTS BLOGS, PODCASTS AND A VARIETY OF ONLINE HEALTH INFORMATION FOR CONSUMERS, PATIENTS, HEALTH CARE PROFESSIONALS, PHYSICIANS AND OTHER SPECIALIZED GROUPS.GRANTS TO AFFILIATES: ADDITIONAL GRANTS ARE GRANTS BETWEEN MAYO CLINIC ENTITIES IN ORDER TO SUPPORT OUR EXEMPT PURPOSES OF EDUCATION, PATIENT CARE AND RESEARCH.
4d Other program services (Describe in Schedule O.)
(Expenses $ 143,121,015 including grants of $ 143,121,016 ) (Revenue $ 917,793,232 )
4e Total program service expensesMediumBullet4,436,091,575
Form 990 (2018)
Form 990 (2018)
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 IIIClick 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
Yes
 
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 IIIClick to see attachment.............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
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
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
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...............Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 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..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
1,082
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
 
Form 990 (2018)
Form 990 (2018)
Page 5
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
25,479
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
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletGM , CJ , EI , MX , UK
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
Yes
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
1
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
 
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
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
31
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AL , AK , AR , CA , CT , FL , GA , IL , IN , KS , KY , MD , MA , MI , MN , MS , NH , NJ , NY , NC , NM , OK , OR , PA , RI , TN , UT , VA , WV , WI , SC
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A 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 TAX200 FIRST STREET SW   ROCHESTER,MN55905 (507) 538-1297
Form 990 (2018)
Form 990 (2018)
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) ALIX JAY......................................................................
TRUSTEE
5.00
.................
0.00
X           75,257 0 0
(2) ALVARADO LINDA G......................................................................
TRUSTEE
5.00
.................
0.00
X           0 0 0
(3) ANDERSON BRADBURY BRAD H......................................................................
TRUSTEE
5.00
.................
0.00
X           0 0 0
(4) BERRY MD DANIEL J......................................................................
TRUSTEE
40.00
.................
0.00
X           844,360 0 80,559
(5) BILICIC GEORGE W......................................................................
TRUSTEE
5.00
.................
0.00
X           74,760 0 0
(6) BOLTON JEFFREY W......................................................................
VP/TRUSTEE
40.00
.................
0.00
X   X       0 1,541,049 80,037
(7) BURNS URSULA M......................................................................
TRUSTEE
5.00
.................
0.00
X           0 0 0
(8) BUSKIRK MD STEVEN J......................................................................
TRUSTEE
1.00
.................
40.00
X           0 724,718 34,240
(9) COLEMAN MARY SUE......................................................................
TRUSTEE
5.00
.................
0.00
X           5,166 0 0
(10) DAVIS RICHARD K......................................................................
TRUSTEE
5.00
.................
0.00
X           0 0 0
(11) DECKER MD WYATT W......................................................................
VP/TRUSTEE
1.00
.................
40.00
X   X       0 2,036,466 79,220
(12) DI PIAZZA JR SAMUEL A......................................................................
CHAIR/TRUSTEE
5.00
.................
0.00
X   X       2,496 0 0
(13) FARRUGIA MD GIANRICO......................................................................
VP/TRUSTEE
1.00
.................
40.00
X   X       0 1,836,138 74,821
(14) GEORGE WILLIAM W......................................................................
TRUSTEE
5.00
.................
0.00
X           0 0 0
(15) GOSTOUT MD BOBBIE S......................................................................
VP/TRUSTEE
1.00
.................
40.00
X   X       0 1,472,277 92,428
(16) GREENE MD EDDIE L......................................................................
TRUSTEE
40.00
.................
0.00
X           400,081 0 74,645
(17) HALVORSON GEORGE C......................................................................
TRUSTEE
5.00
.................
0.00
X           0 0 0
Form 990 (2018)
Form 990 (2018)
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) HARPER JR MD CHARLES M........................................................................
TRUSTEE
1.00
.......................40.00
X           0 1,440,702 33,371
(19) HERBERGER PHD ROY A........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(20) KRAHN MD LOIS E........................................................................
TRUSTEE
1.00
.......................40.00
X           0 525,173 73,430
(21) MENKOSKY PAULA E........................................................................
ASST SECY/TRUSTEE
1.00
.......................40.00
X   X       0 735,158 74,935
(22) MULALLY ALAN R........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(23) NELSON MD HEIDI........................................................................
TRUSTEE
40.00
.......................0.00
X           761,160 0 87,925
(24) NOSEWORTHY MD JOHN H........................................................................
CEO/PRESIDENT/TRUSTEE
40.00
.......................0.00
X   X       0 3,416,776 35,861
(25) POWELL MICHAEL K........................................................................
TRUSTEE
5.00
.......................0.00
X           13,267 0 0
(26) ROBERTS CORINNE........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(27) ROGER MD VERONIQUE L........................................................................
TRUSTEE
40.00
.......................0.00
X           712,820 0 64,548
(28) SALAZAR KENNETH L........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(29) SCHMIDT ERIC E........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(30) STEER MD RANDOLPH C........................................................................
TRUSTEE
5.00
.......................0.00
X           6,242 0 0
(31) SWEENEY ANNE M........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(32) TAYLOR DIANA L........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(33) TOMM CHARLES B........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(34) WILLIAMSON MARY J........................................................................
TRUSTEE
40.00
.......................0.00
X           797,512 0 65,917
(35) BROWN WILLIAM A........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 251,130 32,141
(36) DAHLEN DENNIS E........................................................................
CFO
1.00
.......................40.00
    X       0 1,066,321 33,818
(37) FRANCIS JAMES R........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 453,444 81,974
(38) FROISLAND JEFFREY R........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 337,576 43,424
(39) GORMAN PAUL A........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 1,134,570 77,321
(40) HAEFLINGER RICKY J........................................................................
ASST TREASURER
40.00
.......................0.00
    X       562,112 0 79,599
(41) HOFFMAN III HARRY N........................................................................
TREASURER
1.00
.......................40.00
    X       0 1,252,135 83,288
(42) HUBERT SHERRY L........................................................................
ASST SECY
1.00
.......................40.00
    X       0 313,016 74,752
(43) LOCKETT KEVIN M........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 275,978 68,625
(44) MURPHY JOSHUA B........................................................................
SECY
1.00
.......................40.00
    X       0 905,630 73,501
(45) NORBY MARK L........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 280,609 50,237
(46) UHLENKAMP SUSAN M........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 339,804 61,507
(47) WEBER JOAN A........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 388,243 68,099
(48) ZORN CHRISTINA K........................................................................
ASST SECY
1.00
.......................40.00
    X       0 687,130 63,574
(49) CIMA MD ROBERT R........................................................................
PHYSICIAN
40.00
.......................0.00
      X     559,273 0 68,918
(50) CLARK LEON G........................................................................
CHAIR - DEPT OF RESEARCH ADMIN
40.00
.......................0.00
      X     486,510 0 72,494
(51) DIASIO MD ROBERT B........................................................................
PHYSICIAN
40.00
.......................0.00
      X     885,779 0 29,126
(52) DIDEHBAN ROSHANAK........................................................................
CHAIR - DEPT OF PRACTICE ADMIN
40.00
.......................1.00
      X     432,512 15,608 35,922
(53) FRANK MD IGOR........................................................................
PHYSICIAN
40.00
.......................0.00
      X     587,106 0 62,767
(54) GORES MD GREGORY J........................................................................
PHYSICIAN
40.00
.......................0.00
      X     1,017,632 0 35,054
(55) HADAWAY CHERYL J........................................................................
CHAIR - DEPT OF DEVELOPMENT
40.00
.......................0.00
      X     595,125 0 30,746
(56) HAYES MD DAVID L........................................................................
PHYSICIAN
40.00
.......................0.00
      X     778,559 0 38,624
(57) HORLOCKER MD TERESE T........................................................................
PHYSICIAN
40.00
.......................0.00
      X     572,794 0 74,613
(58) KHAN MD AMIR R........................................................................
PHYSICIAN
40.00
.......................0.00
      X     575,012 0 69,040
(59) LOFTUS MD CONOR G........................................................................
PHYSICIAN
40.00
.......................0.00
      X     639,860 0 63,223
(60) LUETMER MD PATRICK H........................................................................
PHYSICIAN
40.00
.......................0.00
      X     763,224 0 81,131
(61) MORICE MD WILLIAM G........................................................................
PHYSICIAN
40.00
.......................0.00
      X     617,887 0 69,877
(62) NARR MD BRADLY J........................................................................
PHYSICIAN
40.00
.......................0.00
      X     599,666 0 33,982
(63) THIELEN MD KENT R........................................................................
PHYSICIAN
40.00
.......................0.00
      X     894,420 0 74,739
(64) WALD MD JOHN T........................................................................
PHYSICIAN
40.00
.......................0.00
      X     751,930 0 77,917
(65) WILLIAMS MD AMY W........................................................................
PHYSICIAN
40.00
.......................0.00
      X     649,121 0 65,246
(66) KRAUSS MD WILLIAM E........................................................................
PHYSICIAN
40.00
.......................0.00
        X   1,382,340 0 77,009
(67) LANZINO MD GIUSEPPE........................................................................
PHYSICIAN
40.00
.......................0.00
        X   1,319,244 0 73,580
(68) MARSH MD W RICHARD........................................................................
PHYSICIAN
40.00
.......................0.00
        X   1,302,744 0 33,050
(69) SPINNER MD ROBERT J........................................................................
PHYSICIAN
40.00
.......................0.00
        X   1,251,113 0 55,741
(70) VAN DEURSEN JAN........................................................................
CHAIR BIOCHEM/MOL
40.00
.......................0.00
        X   1,422,324 0 73,333
(71) ADKINS JR KEDRICK D........................................................................
FORMER OFFICER
0.00
.......................40.00
          X 0 585,800 2,190
(72) SANDEEN DARRELL L........................................................................
FORMER OFFICER
0.00
.......................40.00
          X 0 368,289 60,987
(73) AGERTER MD DAVID C........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 586,016 0 31,310
(74) BLACK MD JOHN L........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 492,017 0 29,795
(75) CAMILLERI MD MICHAEL........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 810,122 0 31,867
(76) FOOTE MD ROBERT L........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 733,754 0 53,811
(77) GERTZ MD MORIE A........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 677,154 0 31,560
(78) HEBL MD JAMES R........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 687,600 0 65,052
(79) KOCH MARK B........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 650,558 0 21,532
(80) MEYER MD FREDRIC B........................................................................
FORMER KEY EMPLOYEE
0.00
.......................40.00
          X 0 1,293,738 42,846
(81) NESSE MD ROBERT E........................................................................
FORMER KEY EMPLOYEE
0.00
.......................40.00
          X 0 1,109,651 34,400
(82) OKUNO MD SCOTT H........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 587,897 0 75,431
(83) PAIGE SR KEVIN A........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 488,503 0 82,554
(84) ROCK MD MICHAEL G........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 299,544 0 12,555
(85) SANTRACH MD PAULA J........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 511,888 0 76,393
(86) WARNER MD MARK A........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 572,625 0 30,621
(87) WHITED MD BRIAN L........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 594,962 0 76,097
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 30,032,048 24,787,129 3,898,930
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet5,256
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
MAYO FOUNDATION FOR MEDICAL EDUCATION &

200 FIRST STREET SW
ROCHESTER,MN55905
PROCUREMENT & MED SUPPORT SERVICES 546,927,462
GOLD CROSS AMBULANCE SERVICE

200 FIRST STREET SW
ROCHESTER,MN55905
MEDICAL SUPPORT SERVICES 7,257,843
MAYO CLINIC HOSPITAL - ROCHESTER

200 FIRST STREET SW
ROCHESTER,MN55905
MEDICAL SUPPORT SERVICES 7,045,728
MAYO CLINIC JACKSONVILLE

4500 SAN PABLO ROAD
JACKSONVILLE,FL32224
MEDICAL SUPPORT SERVICES 4,208,228
MAYO CLINIC ARIZONA

13400 EAST SHEA BOULEVARD
SCOTTSDALE,AZ85259
MEDICAL SUPPORT SERVICES 1,084,761
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet5
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 96,565
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 1,062,290,899
e Government grants (contributions)1e 278,277,662
f All other contributions, gifts, grants, and similar amounts not included above1f 634,842,030
g Noncash contributions included in lines 1a - 1f:$ 20,540,747
h Total. Add lines 1a-1f.......MediumBullet 1,975,507,156
 Program Service RevenueAmt Business Code
2a NET PATIENT CARE 621110 3,059,905,001 2,368,994,898 690,910,103  
b SHARED SERVICES 561000 917,793,232 910,569,734   7,223,498
c EDUCATION 611600 57,478,292 57,478,292    
d RESEARCH 541700 7,565,401 4,721,147 2,844,254  
e MEDICAL PRODUCT SALES 446199 7,293,505 7,293,505    
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 4,050,035,431
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 31,066,834   -21,138,298 52,205,132
4 Income from investment of tax-exempt bond proceedsMediumBullet 469,119     469,119
5 Royalties...........MediumBullet 28,337,197 28,337,197    
(ii) Personal (i) Real
6a Gross rents   2,029,980
b Less: rental expenses   1,866,998
c Rental income or (loss)   162,982
d Net rental income or (loss)......MediumBullet 162,982     162,982
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 8,017,143 2,508,846,958
b Less: cost or other basis and sales expenses 13,634,353 2,211,603,248
c Gain or (loss) -5,617,210 297,243,710
d Net gain or (loss).....MediumBullet 291,626,500     291,626,500
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a 132,713
b Less: cost of goods sold ..b 84,408
c Net income or (loss) from sales of inventory..MediumBullet 48,305   48,305  
Business Code Miscellaneous Revenue
11a MISC CONSULTING 541610 26,433,377 4,599,340 16,377,739 5,456,298
b MISC. REVENUE 900099 7,985,479 1,364,760 814,882 5,805,837
c CAFETERIA/VENDING 722310 6,530,052 6,530,052    
d All other revenue .... 5,157,062 356,492   4,800,570
e Total. Add lines 11a–11d ...... MediumBullet 46,105,970
12 Total revenue. See Instructions......MediumBullet 6,423,359,494 3,390,245,417 689,856,985 367,749,936
Form 990 (2018)
Form 990 (2018)
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 21 189,070,068 189,070,068
2 Grants and other assistance to domestic individuals. See Part IV, line 22 13,991,760 13,991,760
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 1,502,884 1,502,884
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 17,097,188 14,321,622 2,149,695 625,871
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 21,571,997 18,375,741 3,196,256  
7 Other salaries and wages 2,168,129,373 2,097,614,472 52,100,619 18,414,282
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 205,200,085 198,258,863 5,199,351 1,741,871
9 Other employee benefits ....... 260,624,215 252,134,444 6,272,749 2,217,022
10 Payroll taxes ........... 132,818,059 128,493,330 3,195,367 1,129,362
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,032,512 618,025 47,852 366,635
c Accounting ........... 390,368 390,368    
d Lobbying ........... 800,773 800,773    
e Professional fundraising services. See Part IV, line 17 941,836 941,836
f Investment management fees ...... 4,446,748 18,196 4,428,552  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 1,317,925,617 401,764,213 906,703,684 9,457,720
12 Advertising and promotion .... 15,704,952 14,682,401 941,528 81,023
13 Office expenses ....... 201,890,460 194,267,125 4,866,751 2,756,584
14 Information technology ...... 152,676,104 42,697,621 109,762,966 215,517
15 Royalties .. 2,373,731 2,367,728 2,230 3,773
16 Occupancy ........... 79,836,320 43,359,551 35,159,126 1,317,643
17 Travel ............ 68,993,121 65,566,156 1,776,868 1,650,097
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 8,778,705 8,736,054 40,619 2,032
20 Interest ........... 93,623,265 86,389,171 7,234,094  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 187,516,413 185,286,941 2,153,976 75,496
23 Insurance ... 13,573,148 13,572,853 295  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 320,338,116 320,338,116    
b UBIT 23,997,935 23,997,935    
c MN CARE TAX 50,486,124 50,486,124    
d BAD DEBT EXPENSE 39,259,755 39,259,755    
e All other expenses 33,196,019 27,729,285 4,922,134 544,600
25 Total functional expenses. Add lines 1 through 24e 5,627,787,651 4,436,091,575 1,150,154,712 41,541,364
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 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 3,486,331 1 2,513,119
2 Savings and temporary cash investments ......... 1,752,422 2 462
3 Pledges and grants receivable, net ...... 281,238,827 3 402,817,614
4 Accounts receivable, net ............. 493,105,847 4 432,211,923
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net .... 103,383,218 7 219,206,137
8 Inventories for sale or use ........ 8,021,654 8 6,669,532
9 Prepaid expenses and deferred charges ...... 18,871,844 9 6,456,807
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,543,810,219
b Less: accumulated depreciation 10b 2,038,557,457 1,409,772,938 10c 1,505,252,762
11 Investments—publicly traded securities . 326,814,189 11 322,107,196
12 Investments—other securities. See Part IV, line 11 ..... 7,519,473,738 12 8,266,135,991
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ............... 1,245,417 14  
15 Other assets. See Part IV, line 11 ........... 1,143,639,478 15 1,142,035,722
16 Total assets. Add lines 1 through 15 (must equal line 34)... 11,310,805,903 16 12,305,407,265
Liabilities 17 Accounts payable and accrued expenses ..... 2,781,564,496 17 2,200,959,666
18 Grants payable ...   18  
19 Deferred revenue ......... 45,348,962 19 50,905,241
20 Tax-exempt bond liabilities ......... 1,493,476,117 20 1,685,324,936
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties .. 1,164,228,880 23 1,363,981,822
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 3,719,256,830 25 3,972,766,194
26 Total liabilities. Add lines 17 through 25.. 9,203,875,285 26 9,273,937,859
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 -344,283,719 27 393,444,475
28 Temporarily restricted net assets ........... 1,332,585,206 28 1,310,703,655
29 Permanently restricted net assets 1,118,629,131 29 1,327,321,276
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 ........... 2,106,930,618 33 3,031,469,406
34 Total liabilities and net assets/fund balances ........ 11,310,805,903 34 12,305,407,265
Form 990 (2018)
Form 990 (2018)
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
6,423,359,494
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,627,787,651
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
795,571,843
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
2,106,930,618
5
Net unrealized gains (losses) on investments ...............
5
-332,862,111
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
461,829,056
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
3,031,469,406
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
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2018)
Form 990 (2018)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
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- 10 above (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 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 719,080,681 1,010,332,924 1,180,799,873 1,722,852,961 1,975,507,156 6,608,573,595
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 2,418,987,212 2,890,288,119 3,122,923,742 3,359,185,346 3,390,245,417 15,181,629,836
3 Gross receipts from activities that are not an unrelated trade or business under section 513 ..... 4,570,629 4,433,234 4,664,443 4,697,015 17,480,366 35,845,687
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 3,142,638,522 3,905,054,277 4,308,388,058 5,086,735,322 5,383,232,939 21,826,049,118
7a Amounts included on lines 1, 2, and 3 received from disqualified persons           0
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.           0
c Add lines 7a and 7b..           0
8 Public support. (Subtract line 7c from line 6.) 21,826,049,118
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6... 3,142,638,522 3,905,054,277 4,308,388,058 5,086,735,322 5,383,232,939 21,826,049,118
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 83,892,931 67,235,999 73,514,343 104,141,866 54,704,231 383,489,370
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. 62,443,018 34,562,859 42,801,655 63,998,037 78,762,106 282,567,675
c Add lines 10a and 10b. 146,335,949 101,798,858 116,315,998 168,139,903 133,466,337 666,057,045
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.) .. 570,564 1,382,377 8,627,843 10,722,804 5,805,837 27,109,425
13 Total support. (Add lines 9, 10c, 11, and 12.).. 3,289,545,035 4,008,235,512 4,433,331,899 5,265,598,029 5,522,505,113 22,519,215,588
14
Section C. Computation of Public Support Percentage
15
15
96.920 %
16
16
95.900 %
Section D. Computation of Investment Income Percentage
17
17
2.960 %
18
18
3.990 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d 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 12a or 12b 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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
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 I of Schedule L (Form 990 or 990-EZ).
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 9a) 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 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
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
 
 
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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) 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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
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 2018 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-2018
(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2019. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
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, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2014 AMOUNT: $ 570,564. 2015 AMOUNT: $ 1,382,377. 2016 AMOUNT: $ 8,627,843. 2017 AMOUNT: $ 10,722,804. 2018 AMOUNT: $ 5,805,837.
SCHEDULE A PART I LINE 2: WHILE THE IRS DETERMINED THAT MAYO CLINIC QUALIFIES UNDER LINE 10, AN ORGANIZATION THAT NORMALLY RECEIVES: (1) MORE THAN 33 1/3% OF ITS SUPPORT FROM CONTRIBUTIONS, MEMBERSHIP FEES, AND GROSS RECEIPTS FROM ACTIVITIES RELATED TO ITS EXEMPT FUNCTIONS, AND (2) NO MORE THAN 33 1/3% OF ITS SUPPORT FROM GROSS INVESTMENT INCOME AND UNRELATED BUSINESS TAXABLE INCOME, WE BELIEVE THAT IT ALSO QUALIFIES UNDER THE CLASSIFICATION OF LINE 2 - A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II), LINE 3 - A HOSPITAL OR A COOPERATIVE HOSPITAL SERVICE ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III), AND LINE 7, AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(A)(VI).
Schedule A (Form 990 or 990-EZ) 2018


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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
MAYO CLINIC
 
Employer identification number
41-6011702
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
MAYO CLINIC
 
Employer identification number

41-6011702
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) (2018)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on 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
 
Employer identification number

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

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
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) 2015 (b) 2016 (c) 2017 (d) 2018 (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) 2018


Schedule C (Form 990 or 990-EZ) 2018
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
 
e
Publications, or published or broadcast statements? ...........................................................
Yes
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
Yes
 
 
i
Other activities? ...................................................................................................................
Yes
 
800,773
j
Total. Add lines 1c through 1i ....................................................................................................
800,773
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: DURING 2018, MAYO CLINIC (MAYO) OFFICIALS HAD MEETINGS AND CONTACTS WITH FEDERAL AND STATE GOVERNMENT OFFICIALS, INCLUDING MEMBERS OF CONGRESS, STATE LEGISLATURES, AND RESPECTIVE EXECUTIVE BRANCH OFFICIALS TO DISCUSS VARIOUS HEALTH CARE REFORM PROPOSALS AND PROPOSED LEGISLATION. THESE DISCUSSIONS AND MEETINGS WERE HELD IN ROCHESTER, MN AS WELL AS WASHINGTON, D.C., ST. PAUL, MN AND OTHER MAYO CLINIC SITE LOCATIONS. IN ADDITION, MAYO SENT CORRESPONDENCE TO MEMBERS, STAFF AND OTHER GOVERNMENT OFFICIALS OUTLINING MAYO'S POSITIONS AND RECOMMENDATIONS ON LEGISLATION AND PROPOSED REGULATIONS. MAYO PROVIDES INFORMATION OR EXPRESSES ITS CONCERN TO LEGISLATIVE BODIES AND GOVERNMENT OFFICIALS ON MATTERS DIRECTLY RELATED TO HEALTH, THE DELIVERY OF HEALTH CARE AND MEDICAL EDUCATION AND/OR RESEARCH. IN 2018, MAYO REPRESENTATIVES HAD SEVERAL MEETINGS WITH MEMBERS OF THE LEGISLATIVE AND EXECUTIVE BRANCHES OF GOVERNMENT TO DISCUSS ISSUES RELATING TO PATIENT CARE, EDUCATION AND RESEARCH. THE MAJORITY OF EXPENSES RELATED TO LOBBYING ARE INCURRED BY MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH (MFMER), AN AFFILIATED SUPPORT ORGANIZATION OF MAYO CLINIC. IN 2018, THE EXPENSES ASSOCIATED WITH THE ABOVE LOBBYING ACTIVITIES THAT ARE REPORTED ON MFMER'S 2018 FEDERAL FORM 990 TOTALED $1,252,917.
SCHEDULE C PART II-B LINE 1I THE AMOUNT IN OTHER ACTIVITIES REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING.
Schedule C (Form 990 or 990EZ) 2018


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," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 4  
2 Aggregate value of contributions to (during year) 1,575,000  
3 Aggregate value of grants from (during year) 35,000  
4 Aggregate value at end of year ........ 2,523,481  
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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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 on 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 on 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) 2018

Schedule D (Form 990) 2018
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" on 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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 3,649,041,615 3,166,765,991 2,949,847,568 2,925,727,513 2,451,147,929
b Contributions ... 232,064,809 207,453,772 97,648,438 116,977,304 103,503,897
c Net investment earnings, gains, and losses 59,629,160 430,687,700 167,579,144 33,069,061 371,075,687
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
88,498,089 155,865,847 48,309,159 125,926,310  
f Administrative expenses ....          
g End of year balance ...... 3,852,237,495 3,649,041,616 3,166,765,991 2,949,847,568 2,925,727,513
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet46.880 %
b
Permanent endowment SchDMd Bullet35.360 %
c
Temporarily restricted endowment SchDMd Bullet17.760 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on 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 .....   85,868,823 85,868,823
b Buildings ....   1,672,272,143 988,914,347 683,357,796
c Leasehold improvements   47,898,592 30,097,879 17,800,713
d Equipment ....   1,649,828,477 1,019,545,231 630,283,246
e Other .....   87,942,184   87,942,184
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,505,252,762
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on 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
8,155,499,821 F

(B) BOND-RELATED TRUSTEE HELD INVEST
96,457,191 F

(C) TECH BASED VENTURES
14,178,979 C
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 8,266,135,991
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM AFFILIATES 412,890,387
(2) INVESTMENTS IN SUBSIDIARIES 533,459,979
(3) CONTRIBUTED ASSETS PENDING DISPOSAL 85,694,164
(4) ART 3,167,394
(5) TRUSTS 78,756,134
(6) DEFERRED INCOME TAX ASSET 28,067,664
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 1,142,035,722
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 663,569
DUE TO AFFILIATES 3,649,995,429
DEFERRED COMPENSATION LIABILITY 322,107,196
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,972,766,194
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) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on 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' on 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 III, LINE 1A: MAYO CLINIC PERIODICALLY RECEIVES WORKS OF ART FROM VARIOUS BENEFACTORS. THESE ITEMS ARE UNIQUE IN NATURE AND ARE HELD ON DISPLAY FOR THE BENEFIT AND ENJOYMENT OF MAYO'S PATIENTS. IT IS MAYO'S POLICY TO NEITHER CAPITALIZE CONTRIBUTED WORKS OF ART, NOR RECORD THE RELATED CONTRIBUTION REVENUE. IN THE RARE OCCURRENCE THAT MAYO CLINIC COMMISSIONS ART; IT IS REFLECTED AS AN EXPENSE OR ON THE BALANCE SHEET.
PART III, LINE 4: MAYO'S FOUNDERS RECOGNIZED THAT CARING FOR THE WHOLE PATIENT EXTENDS BEYOND TREATING PHYSICAL AILMENTS. SINCE ITS INCEPTION, MAYO HAS USED ART, ARCHITECTURE AND BEAUTY IN SURROUNDINGS TO ADDRESS THE "SPIRITUAL ASPECTS" OF MEDICAL CARE. BENEFACTOR GIFTS FROM PATIENTS, FRIENDS, EMPLOYEES OR ALUMNI HELP MAYO SUPPORT THE ACQUISITION OF ART USED TO HUMANIZE THE MEDICAL ENVIRONMENT AND COMPLEMENT THE BELIEF THAT RESTORING THE MIND AND SPIRIT IS AN IMPORTANT PART OF MAKING THE BODY WELL. WORKS OF ART DISPLAYED ACROSS THE MAYO CAMPUS PROVIDE BEAUTY, PRESERVATION OF HERITAGE AND RESPECT FOR THE DIVERSITY OF PATIENTS, VISITORS AND STAFF.
PART V, LINE 4: THE ENDOWMENT FUNDS PROVIDE A STABLE FUNDING SOURCE FOR RESEARCH AND EDUCATION PROGRAMS.
PART X, LINE 2: PORTION OF INCOME TAX FOOTNOTE FROM MAYO CLINIC CONSOLIDATED AUDITED FINANCIALS STATEMENTS: MOST OF THE INCOME RECEIVED BY THE CLINIC AND ITS SUBSIDIARIES IS EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE CODE. SOME OF ITS SUBSIDIARIES ARE TAXABLE ENTITIES, AND SOME OF THE INCOME RECEIVED BY OTHERWISE EXEMPT ENTITIES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME (UBI). THE CLINIC AND ITS SUBSIDIARIES FILE INCOME TAX RETURNS IN THE U.S. FEDERAL, VARIOUS STATE, AND FOREIGN JURISDICTIONS. THE STATUTES OF LIMITATIONS FOR TAX YEARS 2015 THROUGH 2017 REMAIN OPEN IN THE MAJOR U.S. TAXING JURISDICTIONS IN WHICH THE CLINIC AND SUBSIDIARIES ARE SUBJECT TO TAXATION. THE INTERNAL REVENUE SERVICE (IRS) PERFORMED AN EXAMINATION OF THE TAX AND INFORMATION RETURNS OF THE CLINIC AND TWO SUBSIDIARIES FOR 2005 AND 2006. THE IRS HAS CONCLUDED A LIMITED-SCOPE AUDIT OF THE CLINIC FOR TAX YEAR 2011. AS OF DECEMBER 31, 2015, THE IRS PROPOSED AN $11 MILLION TAX AND INTEREST ASSESSMENT FOR 2005 THROUGH 2012 THAT THE CLINIC PAID. THE CLINIC HAS FILED A CLAIM FOR REFUND FOR THESE AMOUNTS, WHICH WAS REJECTED BY THE IRS. THE CLINIC IS LITIGATING THE DENIAL OF THE CLAIMS IN U.S. DISTRICT COURT. MANAGEMENT HAS TAKEN THIS INTO CONSIDERATION DURING ITS DETERMINATION OF UNRECOGNIZED TAX BENEFITS. THE CLINIC HAS RECORDED $2 MILLION TAX INCLUDING INTEREST AND PENALTIES, FOR UNCERTAIN TAX POSITIONS DURING THE YEAR ENDED DECEMBER 31, 2018. AS OF DECEMBER 31, 2018 AND 2017, THE RESERVE TOTALED $14 MILLION AND $12 MILLION RESPECTIVELY. IT IS NOT ANTICIPATED THAT A SIGNIFICANT CHANGE IN THE RESERVE WILL OCCUR OVER THE NEXT 12 MONTHS. THE CLINIC'S PRACTICE IS TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE.
Schedule D (Form 990) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large image Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047 2018Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . . .
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . . . . . . . .
3
 
No
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5a
 
No
b
Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5b
 
No
c
Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .
5c
 
No
d
Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .
5d
 
No
e
Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5e
 
No
f
Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5f
 
No
g
Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5g
 
No
h
Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) (2018)
Schedule E (Form 990 or 990EZ) (2018)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information (see instructions).
Return Reference Explanation
SCHEDULE E, PART I, LINE 3 THE RACIALLY NONDISCRIMINATORY POLICY OF THE MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE, WHICH DRAWS STUDENTS FROM ACROSS THE UNITED STATES AND AROUND THE WORLD, IS MADE AVAILABLE IN ALL OF ITS PUBLISHED DOCUMENTS AND WEBSITE TO ANY INTERESTED APPLICANTS.
SCHEDULE E, PART I, LINE 6 MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE/MAYO CLINIC RECEIVES FUNDS FROM THE STATE OF MINNESOTA FOR MAYO CLINIC ALIX SCHOOL OF MEDICINE STUDENTS WHO ARE RESIDENTS OF MINNESOTA. IN ADDITION, FEDERAL DIRECT STUDENT LOANS (SUBSIDIZED, UNSUBSIDIZED, PARENT PLUS AND GRADUATE PLUS) ARE AVAILABLE FOR STUDENTS IN THE MAYO CLINIC ALIX SCHOOL OF MEDICINE, MAYO CLINIC GRADUATE SCHOOL OF BIOMEDICAL SCIENCES AND MAYO CLINIC SCHOOL OF HEALTH SCIENCES. FINALLY, QUALIFYING UNDERGRADUATE STUDENTS IN THE MAYO CLINIC SCHOOL OF HEALTH SCIENCES ARE ELIGIBLE FOR FUNDS FOR THE FEDERAL PELL GRANT PROGRAM.
Schedule E (Form 990 or 990-EZ) (2018)
Additional Data


Software ID:  
Software Version:  
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 0 135 TRAVEL   368,685
EAST ASIA AND THE PACIFIC 0 465 TRAVEL   1,805,273
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 1,238 TRAVEL   5,107,132
MIDDLE EAST AND NORTH AFRICA 0 153 TRAVEL   707,042
NORTH AMERICA 0 612 TRAVEL   1,484,539
RUSSIA AND THE NEIGHBORING STATES 0 19 TRAVEL   56,666
SOUTH AMERICA 0 176 TRAVEL   536,542
SOUTH ASIA 0 89 TRAVEL   223,011
SUB-SAHARAN AFRICA 0 54 TRAVEL   132,973
MIDDLE EAST AND NORTH AFRICA 0 3 PROGRAM SERVICES PATIENT CARE 65,000
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 2 PROGRAM SERVICES CONSULTING 17,223
SOUTH AMERICA 0 1 PROGRAM SERVICES CONSULTING 14,321
NORTH AMERICA 0 2 PROGRAM SERVICES EDUCATION CONFERENCE - MAYO SPONSOR 185,656
MIDDLE EAST AND NORTH AFRICA 0 15 PROGRAM SERVICES EDUCATION CONFERENCE - MAYO SPONSOR 94,208
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 FUNDRAISING   7,526
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   1,221,642,040
EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS EXPENSE   8,671,207
EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS   568,198,589
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS EXPENSE   10,869,501
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS   745,871,166
MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS   292,658
NORTH AMERICA 0 0 INVESTMENTS   110,424,073
RUSSIA AND THE NEIGHBORING STATES 0 0 INVESTMENTS   2,094,633
SOUTH AMERICA 0 0 INVESTMENTS   5,875,133
SOUTH ASIA 0 0 INVESTMENTS   119,749,936
SUB-SAHARAN AFRICA 0 0 INVESTMENTS   23,848,956
EAST ASIA AND THE PACIFIC 1 1 PROGRAM SERVICES PATIENT SERVICES 326,420
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 3 PROGRAM SERVICES PATIENT SERVICES 25,657
MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES PATIENT SERVICES 367,941
NORTH AMERICA 0 6 PROGRAM SERVICES PATIENT SERVICES 994,203
SOUTH AMERICA 0 0 PROGRAM SERVICES PATIENT SERVICES 60,774
3a Sub-total ..... 0 2,887 10,288,890
b Total from continuation sheets to Part I ...     2,819,829,794
c Totals (add lines 3a and 3b) 1 2,975 2,830,118,684
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 8,763 0 0    
EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 130,064 0 0    
EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 15,850 0 0    
EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 32,600 0 0    
EAST ASIA AND THE PACIFIC RESEARCH SUBAWARD 27,791 0 0    
EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 6,415 0 0    
EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 0 0 0    
EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 40,013 0 0    
EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 74,388 0 0    
EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 164,840 0 0    
EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 77,839 0 0    
EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 19,285 0 0    
EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUBAWARD 24,000 0 0    
NORTH AMERICA RESEARCH SUBAWARD 52,672 0 0    
NORTH AMERICA RESEARCH SUBAWARD 22,100 0 0    
NORTH AMERICA RESEARCH SUBAWARD 12,663 0 0    
NORTH AMERICA RESEARCH SUBAWARD 107,565 0 0    
NORTH AMERICA RESEARCH SUBAWARD 38,750 0 0    
NORTH AMERICA RESEARCH SUBAWARD 8,400 0 0    
NORTH AMERICA RESEARCH SUBAWARD 204,891 0 0    
NORTH AMERICA RESEARCH SUBAWARD 23,700 0 0    
NORTH AMERICA RESEARCH SUBAWARD 286,071 0 0    
NORTH AMERICA RESEARCH SUBAWARD 7,825 0 0    
SOUTH AMERICA RESEARCH SUBAWARD 33,407 0 0    
SOUTH ASIA RESEARCH SUBAWARD 96,129 0 0    
SUB-SAHARAN AFRICA RESEARCH SUBAWARD 26,996 0 0    
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
0
3 Enter total number of other organizations or entities .......................MediumBullet
26
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
RESEARCH SUBAWARD EUROPE (INCLUDING ICELAND AND GREENLAND) 1 7,290 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER     FMV
RESEARCH SUBAWARD SOUTH AMERICA 1 14,321 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER     FMV
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
PART I, LINE 2: FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE REGULARLY MONITORED BY THE FILING ORGANIZATION FOR COMPLIANCE WITH EITHER THE FEDERAL REGULATIONS AND/OR THE CONTRACT PROVISIONS. SEE ALSO SCHEDULE I, PART IV FOR ADDITIONAL INFORMATION ON MAYO CLINIC'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AS THE SAME PROCEDURES APPLY TO DOMESTIC AND FOREIGN GRANTS. GENERAL INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES IS REPORTED BASED ON WHERE PAYMENTS WERE REMITTED. OUR CURRENT REPORTING SYSTEM DOES NOT TRACK ACTIVITIES OUTSIDE THE UNITED STATES BY LOCATION OF SERVICE.
PART I, LINE 3: ACCRUAL METHOD
PART I, LINE 3: THE AMOUNTS REPORTED IN SCHEDULE R, PART IV, COLUMN H AND SCHEDULE F, PART I, COLUMN F FOR BAIN CAPITAL CREDIT CLO 2017-2, LTD. AND CAVALRY CLO IV, LTD. ARE BASED ON GROSS YEAR-END ASSETS, WHICH SIGNIFICANTLY OVERSTATES OUR SHARE OF THE VALUE OF THE OVERALL INVESTMENT. OUR SHARE OF THE VALUE OF THE ORGANIZATIONS IS $41,032,770 FOR BAIN CAPITAL CREDIT CLO 2017-2, LTD. AND $3,450,287 FOR CAVALRY CLO IV, LTD.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2018
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" on 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 arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
Fundraising Activities. Complete if the organization answered "Yes" on 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
 
GRAY PLANT MOOTY
500 IDS CENTER 80 SOUTH 8TH ST
 
MINNEAPOLIS, MN55402
CONSULTS ON LEGAL ISSUES   No 0 24,466 0
MAUREEN OTIS
4850 WRIGHT RD STE 168
 
STAFFORD, TX77477
CONSULTS ON LEGAL ISSUES   No 0 7,985 0
 
CCAH (CHAPMAN CUBINE AND HUSSEY)
2000 15TH STREET NORTH SUITE 550
 
ARLINGTON, VA22201
CONSULTING   No 0 201,648 0
 
TARGET MARKETEAM INC
600 NORTHPARK TOWN CTR1200 ABERNAT
 
ATLANTA, GA30328
CONSULTING   No 0 387,029 0
 
FOLEY AND LARDNER
ONE INDEPENDENT DR SUITE 1300
 
JACKSONVILLE, FL32202
CONSULTS ON LEGAL ISSUES   No 0 257,256 0
 
THE STELTER COMPANY
10435 NEW YORK AVE
 
DES MOINES, IA50322
DIRECT MAIL SERVICES   No 0 63,452 0
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   941,836  
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.
AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on 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.




VerticalRevenue
(a) Event #1

 
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

 

 

 

 

2

Less: Contributions . . . .

 

 

 

 
3 Gross income (line 1 minus
line 2) . . . . . .

 

 

 

 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .        
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on 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

Noncash 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) 2018
Schedule G (Form 990 or 990-EZ) 2018
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 activity 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, PART I, LINE 2B, COLUMN (V) PAYMENTS MADE TO FUNDRAISERS WERE FOR SERVICES PROVIDED TO MAYO CLINIC IN RELATION TO FUNDRAISING CONDUCTED EXCLUSIVELY BY MAYO CLINIC.
Schedule G (Form 990 or 990-EZ) 2018
Additional Data


Software ID:  
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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number
41-6011702
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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
noncash assistance
(h) Purpose of grant
or assistance
(1) MAYO CLINIC JACKSONVILLE
4500 SAN PABLO ROAD
JACKSONVILLE,FL32224
59-3337028 501(C)(3) 74,395,470 0     SUPPORT CHARITABLE PROGRAMS
(2) MAYO CLINIC ARIZONA
13400 EAST SHEA BOULEVARD
SCOTTSDALE,AZ85259
86-0800150 501(C)(3) 64,733,170 0     SUPPORT CHARITABLE PROGRAMS
(3) DUKE UNIVERSITY
DUMC 3934
DURHAM,NC27710
56-0532129 501(C)(3) 3,908,802 0     SUPPORT CHARITABLE PROGRAMS
(4) REGENTS OF THE UNIV OF MN DBA UNIVERSITY OF MN
2221 UNIV AVE SE STE 111
MINNEAPOLIS,MN55414
41-6007513 STATE OF MN 2,646,259 0     SUPPORT RESEARCH AND EDUCATIONAL PROGRAMS
(5) THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM ST BOX 0812
SAN FRANCISCO,CA94143
94-6036493 STATE OF CA 2,182,107 0     SUPPORT RESEARCH PROGRAM
(6) REGEN THERANOSTICS INC
3033 41ST ST NW STE 301
ROCHESTER,MN55901
27-1652200 - 1,879,500 0     SUPPORT RESEARCH PROGRAM
(7) UNIVERSITY OF CHICAGO
5747 S ELLIS AVE 122
CHICAGO,IL606371043
36-2177139 501(C)(3) 1,598,233 0     SUPPORT CHARITABLE PROGRAMS
(8) DANA-FARBER CANCER INSTITUTE INC
450 BROOKLINE AVE
BOSTON,MA02215
04-2263040 501(C)(3) 1,593,255 0     SUPPORT CHARITABLE PROGRAMS
(9) SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE
10901 N TORREY PINES RD
LA JOLLA,CA92037
51-0197108 501(C)(3) 1,500,102 0     SUPPORT CHARITABLE PROGRAMS
(10) DUKE UNIVERSITY HEALTH SYSTEM INC
3400 WAKE FOREST RD
CHARLOTTE,NC282751274
56-2070036 501(C)(3) 1,237,029 0     SUPPORT CHARITABLE PROGRAMS
(11) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
ONE COLLEGE HALL
PHILADELPHIA,PA191046303
23-1352685 501(C)(3) 1,124,845 0     SUPPORT CHARITABLE PROGRAMS
(12) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
200 FIRST STREET SW
ROCHESTER,MN55905
41-1506440 501(C)(3) 851,504 0     SUPPORT CHARITABLE PROGRAMS
(13) MCKESSON SPECIALTY PHARMACY
ONE POST STREET
SAN FRANCISCO,CA94104
20-4085284 - 918,795 0     SUPPORT RESEARCH PROGRAM
(14) UT MD ANDERSON CANCER CENTER
PO BOX 301439
HOUSTON,TX772301439
74-6001118 STATE OF TX 853,849 0     SUPPORT RESEARCH PROGRAM
(15) CORINDUS INC
309 WAVERLEY OAKS ROAD SUITE 105
WALTHAM,MA02452
68-0673201 - 772,046 0     SUPPORT RESEARCH PROGRAM
(16) THE REGENTS OF THE UNIVERSITY OF MICHIGAN
1500 E MEDICAL CENTER DR
ANN ARBOR,MI481090201
38-6006309 STATE OF MI 693,534 0     SUPPORT RESEARCH PROGRAM
(17) MCHS--SOUTHEAST MINNESOTA REGION (FKA MCHS - ALBERT LEA AND AUSTIN)
1000 FIRST DRIVE NW
AUSTIN,MN55912
41-1404075 501(C)(3) 758,433 0     SUPPORT CHARITABLE PROGRAMS
(18) COLUMBIA UNIVERSITY
630 W 168TH ST UNIT 39
NEW YORK,NY10032
13-5598093 501(C)(3) 596,267 0     SUPPORT CHARITABLE PROGRAMS
(19) EMORY UNIVERSITY SCHOOL OF MEDICINE
1365-B CLIFTON RD
ATLANTA,GA30322
58-0566256 501(C)(3) 573,942 0     SUPPORT CHARITABLE PROGRAMS
(20) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC
700 WEST AVE SOUTH
LA CROSSE,WI54601
39-0806374 501(C)(3) 632,826 0     SUPPORT CHARITABLE PROGRAMS
(21) GENERAL ELECTRIC COMPANY
41 FARNSWORTH STREET
BOSTON,MA02210
14-0689340 - 532,057 0     SUPPORT RESEARCH PROGRAM
(22) UNIVERSITY OF SOUTHERN CALIFORNIA
1510 SAN PABLO HCC 514
LOS ANGELES,CA90033
95-1642394 501(C)(3) 472,001 0     SUPPORT CHARITABLE PROGRAMS
(23) WASHINGTON UNIVERSITY
CAMPUS BOX 8063 660 S EUCLID AVE
ST LOUIS,MO63110
43-0653611 501(C)(3) 455,381 0     SUPPORT CHARITABLE PROGRAMS
(24) MCHS--SOUTHWEST MINNESOTA REGION (FKA MCHS - MANKATO)
1025 MARSH STREET
MANKATO,MN56001
41-1236756 501(C)(3) 464,610 0     SUPPORT CHARITABLE PROGRAMS
(25) OHIO STATE UNIVERSITY RESEARCH FOUNDATION
1010 LINCOLN TOWER 1800 CANNON DR
COLUMBUS,OH432101230
31-6401599 501(C)(3) 411,099 0     SUPPORT CHARITABLE PROGRAMS
(26) UNITED WAY OF OLMSTED COUNTY INC
903 WEST CENTER STREET
ROCHESTER,MN55902
41-0695594 501(C)(3) 410,650 0     SUPPORT CHARITABLE PROGRAMS
(27) BRIGHAM AND WOMENS HOSPITAL
75 FRANCIS ST
BOSTON,MA02115
04-2312909 501(C)(3) 404,489 0     SUPPORT CHARITABLE PROGRAMS
(28) OHIO STATE UNIVERSITY
558 DOAN HALL 410 W 10TH AVENUE
COLUMBUS,OH43210
31-6025986 STATE OF OH 390,090 0     SUPPORT RESEARCH PROGRAM
(29) THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS
506 S WRIGHT 209 HAB MC-339
URBANA,IL61801
37-6000511 501(C)(3) 386,373 0     SUPPORT CHARITABLE PROGRAMS
(30) RECOMBINETICS
1246 UNIVERSITY AVE W
ST PAUL,MN55104
26-3121470 - 375,047 0     SUPPORT RESEARCH PROGRAM
(31) GENERAL HOSPITAL CORPORATION
55 FRUIT
BOSTON,MA02114
04-2697983 501(C)(3) 370,336 0     SUPPORT CHARITABLE PROGRAMS
(32) OPTUM LABS INC
9900 BREN RD E
MINNETONKA,MN55343
46-1615964 - 358,200 0     SUPPORT RESEARCH PROGRAM
(33) CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVE
CLEVELAND,OH441067037
34-1018992 501(C)(3) 339,968 0     SUPPORT CHARITABLE PROGRAMS
(34) UNIVERSITY OF MIAMI
PO BOX 248106
CORAL GABLES,FL331242912
59-0624458 501(C)(3) 329,335 0     SUPPORT CHARITABLE PROGRAMS
(35) MCHS--NORTHWEST WISCONSIN REGION INC
1221 WHIPPLE STREET
EAU CLAIRE,WI54702
39-0813418 501(C)(3) 556,174 0     SUPPORT CHARITABLE PROGRAMS
(36) HEALTHPARTNERS INSTITUTE FOR EDUCATION AND RESEARCH
PO BOX 1524
MINNEAPOLIS,MN554401524
41-1670163 501(C)(3) 319,099 0     SUPPORT CHARITABLE PROGRAMS
(37) ROSWELL PARK CANCER INSTITUTE
ELM AND CARLTON STREETS
BUFFALO,NY14263
16-1552370 115(1) 318,499 0     SUPPORT RESEARCH PROGRAM
(38) THE HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE INC
6720-A ROCKLEDGE DR STE 100
BETHESDA,MD20817
52-1317896 501(C)(3) 308,233 0     SUPPORT CHARITABLE PROGRAMS
(39) THE GENEVA FOUNDATION
PO BOX 98687
LAKEWOOD,WA98496
91-1593913 501(C)(3) 302,626 0     SUPPORT CHARITABLE PROGRAMS
(40) BOSTON UNIVERSITY SCHOOL OF MEDICINE
715 ALBANY STREET A-305
BOSTON,MA021182526
04-2103547 501(C)(3) 288,901 0     SUPPORT CHARITABLE PROGRAMS
(41) MINNEAPOLIS MEDICAL RESEARCH FOUNDATION HENNEPIN CTY
530 CHICAGO AVE
MINNEAPOLIS,MN55415
41-1677920 501(C)(3) 284,571 0     SUPPORT CHARITABLE PROGRAMS
(42) RUTGERS THE STATE UNIVERSITY OF NJ
57 US HIGHWAY 1
NEW BRUNSWICK,NJ089018554
22-6001086 STATE OF NJ 281,260 0     SUPPORT RESEARCH PROGRAM
(43) UNIVERSITY OF PITTSBURGH
4200 5TH AVE
PITTSBURGH,PA15260
25-0965591 501(C)(3) 277,204 0     SUPPORT CHARITABLE PROGRAMS
(44) UNIVERSITY OF IOWA
105 JESSUP HALL
IOWA CITY,IA52242
42-6004813 STATE OF IA 270,341 0     SUPPORT RESEARCH PROGRAM
(45) ALLINA HEALTH SYSTEM
PO BOX 43
MINNEAPOLIS,MN55440
36-3261413 501(C)(3) 269,591 0     SUPPORT CHARITABLE PROGRAMS
(46) HENRY FORD HEALTH SYSTEM
2799 W GRAND BLVD
DETROIT,MI48202
38-1357020 501(C)(3) 262,087 0     SUPPORT CHARITABLE PROGRAMS
(47) HARVARD MEDICAL SCHOOL
260 LONGWOOD RM 262
BOSTON,MA021155720
04-2103580 501(C)(3) 257,127 0     SUPPORT CHARITABLE PROGRAMS
(48) GEORGIA TECH RESEARCH CORPORATION
505 10TH STREET NW
ATLANTA,GA30332
58-0603146 501(C)(3) 252,755 0     SUPPORT CHARITABLE PROGRAMS
(49) INTEGRATIVE MEDICINE SERVICE
BOX 303 1275 YORK AVE
NEW YORK,NY10021
13-1624082 501(C)(3) 252,453 0     SUPPORT CHARITABLE PROGRAMS
(50) NYU DEPARTMENT OF RADIOLOGY
560 1ST AVE
NEW YORK,NY100164998
13-5562309 STATE OF NY 248,365 0     SUPPORT RESEARCH PROGRAM
(51) AMERICAN COLLEGE OF SURGEONS
633 N SAINT CLAIR ST
CHICAGO,IL606115005
36-2192800 501(C)(3) 246,072 0     SUPPORT CHARITABLE PROGRAMS
(52) INTERMOUNTAIN HEALTH CARE
36 S STATE ST STE 2200
SALT LAKE CITY,UT84111
87-0269232 501(C)(3) 245,148 0     SUPPORT CHARITABLE PROGRAMS
(53) STANFORD UNIVERSITY
1450 PAGE MILL RD
STANFORD,CA94304
94-1156365 501(C)(3) 241,085 0     SUPPORT CHARITABLE PROGRAMS
(54) OREGON HEALTH & SCIENCES UNIVERSITY
3181 SW SAM JACKSON PARK ROAD
PORTLAND,OR97239
93-1176109 STATE OF OR 239,014 0     SUPPORT RESEARCH PROGRAM
(55) UTHSCH-DEPT OF DIAGNOSTIC AND INTERVENTIONAL IMAGING
6431 FANNIN ST STE 6168
HOUSTON,TX770301501
74-1761309 501(C)(3) 232,974 0     SUPPORT CHARITABLE PROGRAMS
(56) TRUSTEES OF DARTMOUTH COLLEGE DBA DARTMOUTH COLLEGE
37 DEWEY FIELD RD STE 6163
HANOVER,NH03755
02-0222111 501(C)(3) 231,870 0     SUPPORT CHARITABLE PROGRAMS
(57) UNIVERSITY OF UTAH
110 S FORT DOUGLAS BLVD
SALT LAKE CITY,UT84113
87-6000525 STATE OF UT 219,335 0     SUPPORT RESEARCH PROGRAM
(58) WEILL CORNELL MEDICAL COLLEGE
1315 YORK AVENUE
NEW YORK,NY10021
13-1623978 501(C)(3) 206,225 0     SUPPORT CHARITABLE PROGRAMS
(59) TEXAS A&M UNIVERSITY
1250 TAMU KENNY KIMBAL KNY K
COLLEGE STATION,TX77843
74-6000531 STATE OF TX 205,027 0     SUPPORT RESEARCH PROGRAM
(60) SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES RD TPC 2
LA JOLLA,CA92037
33-0435954 501(C)(3) 197,862 0     SUPPORT CHARITABLE PROGRAMS
(61) UT SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BLVD
DALLAS,TX753900860
75-6002868 STATE OF TX 190,284 0     SUPPORT RESEARCH PROGRAM
(62) RETINA FOUNDATION OF THE SOUTHWEST
9600 N CENTRAL EXPRESSWAY STE 200
DALLAS,TX75231
51-0151514 501(C)(3) 189,596 0     SUPPORT CHARITABLE PROGRAMS
(63) SLOAN-KETTERING INSTITUTE FOR CANCER RESEARCH
1275 YORK AVE
NEW YORK,NY10065
13-1624182 501(C)(3) 189,152 0     SUPPORT CHARITABLE PROGRAMS
(64) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL DBA UNC CENTER FOR HEART & VASC
104 AIRPORT DR CAMPUS BOX 1220
CHAPEL HILL,NC275991220
56-6001393 501(C)(3) 188,324 0     SUPPORT CHARITABLE PROGRAMS
(65) ESSENTIA HEALTH
502 E SECOND ST
DULUTH,MN55805
20-0360007 501(C)(3) 185,224 0     SUPPORT CHARITABLE PROGRAMS
(66) UNIVERSITY OF PUERTO RICO MEDICAL SCIENCES CAMPUS
PO BOX 365067
SAN JUAN,PR009365067
66-0433762 COMM OF PR 184,006 0     SUPPORT RESEARCH PROGRAM
(67) ARIZONA STATE UNIVERSITY
411 N CENTRAL AVE
PHOENIX,AZ85004
86-0196696 STATE OF AZ 183,307 0     SUPPORT RESEARCH AND EDUCATIONAL PROGRAMS
(68) MINNESOTA VETERANS MEDICAL RESEARCH AND EDUCATION FOUNDATION
1821 UNIVERSITY AVE W
ST PAUL,MN55104
41-1652941 501(C)(3) 171,516 0     SUPPORT CHARITABLE PROGRAMS
(69) UNIVERSITY OF COLORADO
4200 E 9TH AVE BOX 8188
DENVER,CO802660001
84-6000555 STATE OF CO 167,943 0     SUPPORT RESEARCH PROGRAM
(70) UNIVERSITY OF WASHINGTON
325 9TH AVE
SEATTLE,WA98195
91-6001537 STATE OF WA 165,509 0     SUPPORT RESEARCH PROGRAM
(71) YUKON-KUSKOKWIM HEALTH CORPORATION
PO BOX 528
BETHEL,AK995590528
92-0041414 501(C)(3) 164,160 0     SUPPORT CHARITABLE PROGRAMS
(72) UNIVERSITY OF WISCONSIN MEDICAL SCHOOL
600 HIGHLAND AVE
MADISON,WI53792
39-6006492 STATE OF WI 158,959 0     SUPPORT RESEARCH PROGRAM
(73) DARTMOUTH-HITCHCOCK MEDICAL CENTER
ONE MEDICAL CENTER DRIVE
LEBANON,NH03756
02-0222140 501(C)(3) 158,450 0     SUPPORT CHARITABLE PROGRAMS
(74) CLEVELAND CLINIC EDUCATIONAL FOUNDATION
PO BOX 931653
CLEVELAND,OH44193
34-0714585 501(C)(3) 156,391 0     SUPPORT CHARITABLE PROGRAMS
(75) AVERA MCKENNAN
740 S HILL
SIOUX FALLS,SD570588760
46-0224743 501(C)(3) 153,879 0     SUPPORT CHARITABLE PROGRAMS
(76) GEORGETOWN UNIVERSITY
255 BASIC SCIENCE BLDG 3900
RESERVOIR RD NW
WASHINGTON,DC20057
53-0196603 501(C)(3) 147,100 0     SUPPORT CHARITABLE PROGRAMS
(77) THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUE
NEW YORK,NY10065
13-1624158 501(C)(3) 144,075 0     SUPPORT CHARITABLE PROGRAMS
(78) MAYO CLINIC HEALTH SYSTEM--FAIRMONT
800 CLINIC CIRCLE
FAIRMONT,MN56031
41-0760836 501(C)(3) 150,185 0     SUPPORT CHARITABLE PROGRAMS
(79) CARNEGIE INSTITUTION OF WASHINGTON
1530 P STREET NW
WASHINGTON,DC20005
53-0196523 501(C)(3) 138,298 0     SUPPORT CHARITABLE PROGRAMS
(80) NORTHSHORE UNIVERSITY
2650 RIDGE AVENUE
EVANSTON,IL60201
36-2167060 501(C)(3) 137,545 0     SUPPORT CHARITABLE PROGRAMS
(81) UC REGENTS
10945 LE CONTE AVE STE 2339 BOX
951687
LOS ANGELES,CA90095
95-6006143 STATE OF CA 136,420 0     SUPPORT RESEARCH PROGRAM
(82) H LEE MOFFIT CANCER CENTER AND RESEARCH INSTITUTE INC
12902 MAGNOLIA DR
TAMPA,FL33612
59-2451713 501(C)(3) 135,788 0     SUPPORT CHARITABLE PROGRAMS
(83) COLORADO STATE UNIVERSITY
8008 CAMPUS DELIVERY
FORT COLLINS,CO805238008
84-6000545 STATE OF CO 132,532 0     SUPPORT RESEARCH PROGRAM
(84) ALASKA NATIVE TRIBAL HEALTH CONSORTIUM
4000 AMBASSADOR DR
ANCHORAGE,AK99508
92-0162721 501(C)(3) 127,111 0     SUPPORT CHARITABLE PROGRAMS
(85) GEORGE MASON UNIVERSITY
4400 UNIVERSITY DR
FAIRFAX,VA22030
54-0836354 STATE OF VA 125,061 0     SUPPORT RESEARCH PROGRAM
(86) RHODE ISLAND HOSPITAL
593 EDDY ST
PROVIDENCE,RI029034970
05-0258954 501(C)(3) 123,400 0     SUPPORT CHARITABLE PROGRAMS
(87) BLOOD SYSTEMS INC
PO BOX 53022
PHOENIX,AZ850723022
86-0098929 501(C)(3) 122,162 0     SUPPORT CHARITABLE PROGRAMS
(88) MEDICOMP INC
PO BOX 932874
ATLANTA,GA311932874
52-2283535 - 121,000 0     SUPPORT RESEARCH PROGRAM
(89) MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC
55 FRUIT ST BLDG RM 205
BOSTON,MA021142622
04-2807148 501(C)(3) 120,960 0     SUPPORT CHARITABLE PROGRAMS
(90) UNIVERSITY OF ROCHESTER
518 HYLAN BUILDING BOX 270140
ROCHESTER,NY14627
16-0743209 501(C)(3) 118,850 0     SUPPORT CHARITABLE PROGRAMS
(91) NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE
BOSTON,MA021150195
04-1679980 501(C)(3) 118,490 0     SUPPORT CHARITABLE PROGRAMS
(92) JOHNS HOPKINS UNIVERSITY
1101 E 33RD ST STE D200
BALTIMORE,MD21218
52-0595110 501(C)(3) 117,503 0     SUPPORT CHARITABLE PROGRAMS
(93) UC REGENTS UNIV OF CALIFORNIA-SD
9500 GILMAN DR MC 0617
LA JOLLA,CA920930617
95-6006144 STATE OF CA 117,025 0     SUPPORT RESEARCH PROGRAM
(94) THOMAS JEFFERSON UNIVERSITY HOSPITAL-NURSING SERVICE
111 SOUTH 11TH STREET 1940 GIBBON
PHILADELPHIA,PA19107
23-1352651 501(C)(3) 115,999 0     SUPPORT CHARITABLE PROGRAMS
(95) BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE
1500 E DUARTE RD
DUARTE,CA91010
95-3432210 501(C)(3) 115,709 0     SUPPORT CHARITABLE PROGRAMS
(96) ESSENTIA INSTITUTE OF RURAL
502 E SECOND ST
DULUTH,MN55805
27-1291124 501(C)(3) 110,688 0     SUPPORT CHARITABLE PROGRAMS
(97) ROCHESTER AREA FOUNDATION
400 SOUTH BROADWAY SUITE 300
ROCHESTER,MN55904
41-6017740 501(C)(3) 107,100 0     SUPPORT CHARITABLE PROGRAMS
(98) UNIVERSITY OF CALIFORNIA REGENTS
1200 DUTTON HALL ONE SHIELDS AVE
DAVIS,CA956168549
94-6036494 STATE OF CA 106,405 0     SUPPORT RESEARCH PROGRAM
(99) TRUTH INITIATIVE FOUNDATION
900 G ST NW 4TH FLR
WASHINGTON,DC20001
91-1956621 501(C)(3) 103,046 0     SUPPORT CHARITABLE PROGRAMS
(100) MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE
CAMBRIDGE,MA021394307
04-2103594 501(C)(3) 101,845 0     SUPPORT CHARITABLE PROGRAMS
(101) CITY OF HOPE NATIONAL MEDICAL CENTER
1500 E DUARTE RD
DUARTE,CA910100269
95-1683875 501(C)(3) 101,250 0     SUPPORT CHARITABLE PROGRAMS
(102) COMMUNITY DENTAL CARE INC
1670 BEAM AVE SUITE 204
MAPLEWOOD,MN55109
04-3692982 501(C)(3) 100,000 0     SUPPORT CHARITABLE PROGRAMS
(103) CENTER CITY HOUSING CORPORATION
105 1/2 W FIRST ST
DULUTH,MN55802
36-3485584 501(C)(3) 100,000 0     SUPPORT CHARITABLE PROGRAMS
(104) SAGE BIONETWORKS
1100 FAIRVIEW AVE N
SEATTLE,WA981091024
26-4489946 501(C)(3) 97,519 0     SUPPORT CHARITABLE PROGRAMS
(105) SOUTH DAKOTA HEALTH RESEARCH FOUNDATION
1400 W 22ND ST
SIOUX FALLS,SD57105
46-0450378 501(C)(3) 95,815 0     SUPPORT CHARITABLE PROGRAMS
(106) THE SALVATION ARMY NORTHERN DIVISION - SERVING MN & ND
2445 PRIOR AVE N
ROSEVILLE,MN55113
41-0698597 501(C)(3) 95,685 0     SUPPORT CHARITABLE PROGRAMS
(107) TEMPLE POSTGRADUATE TEMPLE UNIV MED SCHOOL CME OFC
3400 N BROAD ST
PHILADELPHIA,PA19140
23-1365971 501(C)(3) 94,317 0     SUPPORT CHARITABLE PROGRAMS
(108) UNIVERSITY OF MISSOURI KANSAS DBA UNIVERSITY OF MISSOURI COLUMBIA COLLEGE O
4011 DISCOVERY DR
COLUMBIA,MO65201
43-6003859 STATE OF MO 90,611 0     SUPPORT RESEARCH PROGRAM
(109) COMPUTER TASK GROUP INC
800 DELAWARE AVE
BUFFALO,NY14209
16-0912632 - 87,650 0     SUPPORT RESEARCH PROGRAM
(110) TREASURER VIRGINIA TECH CE
702 UNIVERSITY CITY BLVD
BLACKSBURG,VA24061
54-6001805 STATE OF VA 87,542 0     SUPPORT RESEARCH PROGRAM
(111) MISSOURI BAPTIST MEDICAL CENTER
3015 N BALLAS ROAD
ST LOUIS,MO63131
43-0652656 501(C)(3) 85,791 0     SUPPORT CHARITABLE PROGRAMS
(112) CARLE FOUNDATION HOSPITAL
611 WEST PARK ST
URBANA,IL61801
37-1119538 501(C)(3) 83,160 0     SUPPORT CHARITABLE PROGRAMS
(113) RAPID CITY REGIONAL HOSPITAL
353 FAIRMONT BLVD
RAPID CITY,SD57709
46-0319070 501(C)(3) 80,398 0     SUPPORT CHARITABLE PROGRAMS
(114) DYSLEXIA INSTITUTE OF MINNESOTA INC
847 5TH ST NW
ROCHESTER,MN55901
41-1633734 501(C)(3) 80,000 0     SUPPORT CHARITABLE PROGRAMS
(115) ZUMBRO VALLEY MENTAL HEALTH CENTER INC
343 WOOD LAKE DRIVE SE
ROCHESTER,MN55904
41-6052022 501(C)(3) 75,000 0     SUPPORT CHARITABLE PROGRAMS
(116) MINNESOTA HEALTHSOLUTIONS CORPORATION
976 SUMMIT AVE
ST PAUL,MN55105
20-4428357 - 73,552 0     SUPPORT RESEARCH PROGRAM
(117) BOYS AND GIRLS CLUB OF ROCHESTER
1026 EAST CENTER STREET
ROCHESTER,MN55904
41-1945875 501(C)(3) 70,000 0     SUPPORT CHARITABLE PROGRAMS
(118) AMBIENT CLINICAL ANALYTICS
221 1ST AVE SW STE 202
ROCHESTER,MN55902
80-0928405 - 70,000 0     SUPPORT RESEARCH PROGRAM
(119) ST CLOUD HOSPITAL
1406 6TH AVE N
ST CLOUD,MN56303
41-0695596 501(C)(3) 69,566 0     SUPPORT CHARITABLE PROGRAMS
(120) HEBREW HOME FOR THE AGED AT RIVERDALE
5901 PALISADE AVE
BRONX,NY10471
13-1739971 501(C)(3) 69,230 0     SUPPORT CHARITABLE PROGRAMS
(121) RED LAKE COMPREHENSIVE HEALTH SERVICES
PO BOX 249
RED LAKE,MN56671
41-0991295 - 67,125 0     SUPPORT RESEARCH PROGRAM
(122) UNIVERSITY OF VERMONT
128 LAKESIDE AVE SUITE 100
BURLINGTON,VT05401
03-0179440 STATE OF VT 67,078 0     SUPPORT RESEARCH PROGRAM
(123) UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES
4301 WEST MARKHAM 812
LITTLE ROCK,AR722017101
71-6046242 STATE OF AR 67,005 0     SUPPORT RESEARCH PROGRAM
(124) CANCER CENTER OF KANSAS PA
PO BOX 1458
WICHITA,KS672011458
48-1181579 - 66,901 0     SUPPORT RESEARCH PROGRAM
(125) LEGAL ASSISTANCE OF OLMSTED COUNTY
1136 7TH ST NW
ROCHESTER,MN55901
41-0992471 501(C)(3) 65,000 0     SUPPORT CHARITABLE PROGRAMS
(126) AURORA HEALTH CARE
960 N 12TH ST STE 4120
MILWAUKEE,WI53233
39-1595302 501(C)(3) 63,663 0     SUPPORT CHARITABLE PROGRAMS
(127) UTHSCSA-DEPT OF SURGERY
7703 FLOYD CURL DR
SAN ANTONIO,TX782293900
74-1586031 STATE OF TX 63,630 0     SUPPORT RESEARCH PROGRAM
(128) ISD 535
EDUCATIONAL SERVICES CENTER 334
16TH ST SE
ROCHESTER,MN55904
41-6002803 STATE OF MN 56,047 6,471     SUPPORT RESEARCH AND EDUCATIONAL PROGRAMS
(129) BIOLOGICS INC
120 WESTON OAKS CT
CARY,NC27513
56-1861614 - 62,467 0     SUPPORT RESEARCH PROGRAM
(130) MOUNTAIN PARK HEALTH CENTER
2702 N THIRD ST STE 4020
PHOENIX,AZ85004
86-0498020 501(C)(3) 61,915 0     SUPPORT CHARITABLE PROGRAMS
(131) MOSES H CONE MEMORIAL HOSPITAL OPERATING CORPORATION
501 N ELAM AVE
GREENSBORO,NC27403
58-1588823 501(C)(3) 61,850 0     SUPPORT CHARITABLE PROGRAMS
(132) NEW HAMPSHIRE ONCOLOGY
200 TECHNOLOGY DR
HOOKSETT,NH031062505
02-0335060 - 60,619 0     SUPPORT RESEARCH PROGRAM
(133) TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
445 N FIFTH STREET SUITE 600
PHOENIX,AZ85004
75-3065445 501(C)(3) 58,124 0     SUPPORT CHARITABLE PROGRAMS
(134) WILLIAM SANSUM DIABETES CENTER
2219 BATH ST
SANTA BARBARA,CA93105
95-1684086 501(C)(3) 57,007 0     SUPPORT CHARITABLE PROGRAMS
(135) NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED MAINTAINING
535 EAST 70TH STREET
NEW YORK,NY10021
13-1624135 501(C)(3) 53,230 0     SUPPORT CHARITABLE PROGRAMS
(136) USAGAINSTALZHEIMERS NETWORK INC
1101 K STREET NW NO 400
WASHINGTON,DC20005
45-0672514 501(C)(3) 53,178 0     SUPPORT CHARITABLE PROGRAMS
(137) UNIVERSITY OF FLORIDA
33 TIGERT HALL
GAINESVILLE,FL32611
59-6002052 STATE OF FL 52,452 0     SUPPORT RESEARCH PROGRAM
(138) FIRSTHEALTH OF THE CAROLINAS INC DBA MOORE REGIONAL HOSPITAL
155 MEMORIAL DR PO BOX 3000
PINEHURST,NC28374
56-1936354 501(C)(3) 52,106 0     SUPPORT CHARITABLE PROGRAMS
(139) FRIENDS OF QUARRY HILL NATURE CENTER INC
701 SILVER CREEK RD NE
ROCHESTER,MN55906
36-3416399 501(C)(3) 50,000 0     SUPPORT CHARITABLE PROGRAMS
(140) ROCHESTER ART CENTER
40 CIVIC DRIVE SE
ROCHESTER,MN55904
41-0799310 501(C)(3) 50,000 0     SUPPORT CHARITABLE PROGRAMS
(141) LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL CENTER
1124 W CARSON ST BLDG N-14
TORRANCE,CA90502
95-2138184 501(C)(3) 47,000 0     SUPPORT CHARITABLE PROGRAMS
(142) ONCOLOGY HEMATOLOGY ASSOCIATES OF CENTRAL ILLINOIS PC
8940 N WOOD SAGE RD
PEORIA,IL61615
37-1331017 - 46,204 0     SUPPORT RESEARCH PROGRAM
(143) REGENSTRIEF INSTITUTE INC
1101 WEST 10TH STREET
INDIANAPOLIS,IN46202
30-0007730 501(C)(3) 44,963 0     SUPPORT CHARITABLE PROGRAMS
(144) MEDICAL COLLEGE OF WISCONSIN FROEDTERT HOSPITAL
9200 W WISCONSIN AVE
MILWAUKEE,WI53226
39-0806261 501(C)(3) 43,463 0     SUPPORT CHARITABLE PROGRAMS
(145) HOAG MEMORIAL HOSPITAL PRESBYTERIAN
ONE HOAG DRIVE BOX 6100
NEWPORT BEACH,CA92658
95-1643327 501(C)(3) 43,354 0     SUPPORT CHARITABLE PROGRAMS
(146) CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BOULEVARD
LOS ANGELES,CA90027
95-1690977 501(C)(3) 41,500 0     SUPPORT CHARITABLE PROGRAMS
(147) MINNEAPOLIS HEART INSTITUTE FOUNDATION
920 E 28TH ST STE 100
MINNEAPOLIS,MN55407
41-1426406 501(C)(3) 40,500 0     SUPPORT CHARITABLE PROGRAMS
(148) NAMI SOUTHEAST MINNESOTA
2200 2ND ST SW 203
ROCHESTER,MN55902
36-3504277 501(C)(3) 40,000 0     SUPPORT CHARITABLE PROGRAMS
(149) OLMSTED OUTREACH
PO BOX 882
ROCHESTER,MN55901
41-1941871 501(C)(3) 40,000 0     SUPPORT CHARITABLE PROGRAMS
(150) INDIANA UNIVERSITY
575 RILEY HOSPITAL DR
INDIANAPOLIS,IN46202
35-6001673 STATE OF IN 39,708 0     SUPPORT RESEARCH PROGRAM
(151) NORTHWESTERN UNIVERSITY FEINBERG SCHOOL OF MEDICINE
750 N KALE SHORE DR
CHICAGO,IL606113008
36-2167817 501(C)(3) 39,706 0     SUPPORT CHARITABLE PROGRAMS
(152) THE SALVATION ARMY
10 WEST ALGONQUIN ROAD
DES PLAINES,IL600166006
36-2167910 501(C)(3) 0 37,746     SUPPORT CHARITABLE PROGRAMS
(153) ST ELIZABETH MEDICAL CENTER INC DBA ST ELIZABETH HEALTHCARE
1 MEDICAL VILLAGE DRIVE
EDGEWOOD,KY41017
61-0445850 501(C)(3) 37,135 0     SUPPORT CHARITABLE PROGRAMS
(154) SEATTLE CHILDRENS HOSPITAL AND REGIONAL MEDICAL CENTER
4800 SAND POINT WAY NE
SEATTLE,WA98105
91-0564748 501(C)(3) 36,381 0     SUPPORT CHARITABLE PROGRAMS
(155) SIOUXLAND HEMATOLOGY ONCOLOGY ASSOCIATES LLP
230 NEBRASKA STREET
SIOUX CITY,IA51101
42-1320886 - 36,300 0     SUPPORT RESEARCH PROGRAM
(156) POSSIBILITIES OF SOUTHERN MINNESOTA INC
1808 3RD AVE SE
ROCHESTER,MN55904
41-0853397 501(C)(3) 36,000 0     SUPPORT CHARITABLE PROGRAMS
(157) EASTERN MAINE HEALTHCARE SYSTEMS
PO BOX 404 489 STATE STREET
BANGOR,ME04402
01-0211501 501(C)(3) 36,000 0     SUPPORT CHARITABLE PROGRAMS
(158) THE MIRIAM HOSPITAL
164 SUMMIT AVE
PROVIDENCE,RI029034970
05-0258905 501(C)(3) 36,000 0     SUPPORT CHARITABLE PROGRAMS
(159) LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVENUE
CHICAGO,IL60611
36-1408475 501(C)(3) 35,850 0     SUPPORT CHARITABLE PROGRAMS
(160) WOMEN'S SHELTER INC
PO BOX 457
ROCHESTER,MN55903
41-1316614 501(C)(3) 35,000 0     SUPPORT CHARITABLE PROGRAMS
(161) QUALTEK MOLECULAR LABORATORIES
6483 CALLE REAL STE A
GOLETA,CA93117
77-0446167 - 33,632 0     SUPPORT RESEARCH PROGRAM
(162) MINNESOTA CHILDRENS MUSEUM
10 WEST SEVENTH STREET
ST PAUL,MN55102
41-1354181 501(C)(3) 30,600 0     SUPPORT CHARITABLE PROGRAMS
(163) APPLE TREE DENTAL
8960 SPRINGBROOK DRIVE NW
MINNEAPOLIS,MN55433
36-3411437 501(C)(3) 30,000 0     SUPPORT CHARITABLE PROGRAMS
(164) ELDER NETWORK
1130 1/2 7TH ST NW SUITE 205
ROCHESTER,MN55901
41-1704390 501(C)(3) 30,000 0     SUPPORT CHARITABLE PROGRAMS
(165) INSTITUTE FOR CANCER RESEARCH
333 COTTMAN AVE
PHILADELPHIA,PA19111
23-6296135 501(C)(3) 29,947 0     SUPPORT CHARITABLE PROGRAMS
(166) ALBANY MEDICAL COLLEGE
47 NEW SCOTLAND AVE
ALBANY,NY12208
14-1338310 501(C)(3) 29,059 0     SUPPORT CHARITABLE PROGRAMS
(167) GIRL SCOUTS OF MINNESOTA AND WISCONSIN RIVER VALLEYS INC
400 ROBERT STREET SOUTH
ST PAUL,MN55107
41-0693910 501(C)(3) 28,000 0     SUPPORT CHARITABLE PROGRAMS
(168) GIFT OF LIFE INC
705 2ND STREET SW
ROCHESTER,MN55901
41-1495845 501(C)(3) 28,000 0     SUPPORT CHARITABLE PROGRAMS
(169) FISHER CLINICAL SERVICES
7554 SCHANTZ ROAD
ALLENTOWN,PA181069032
23-2544260 - 27,729 0     SUPPORT RESEARCH PROGRAM
(170) TRUSTEES OF TUFTS COLLEGE
419 BOSTON AVE
MEDFORD,MA02155
04-2103634 501(C)(3) 26,939 0     SUPPORT CHARITABLE PROGRAMS
(171) ST VINCENT HOSPITAL
835 S VAN BUREN ST
GREEN BAY,WI54307
39-0817529 501(C)(3) 26,878 0     SUPPORT CHARITABLE PROGRAMS
(172) AMERICAN CANCER SOCIETY INC
250 WILLIAMS STREET NW
ATLANTA,GA30303
13-1788491 501(C)(3) 25,000 0     SUPPORT CHARITABLE PROGRAMS
(173) GAMEHAVEN COUNCIL INC BOY SCOUTS OF AMERICA
1124 SE 11TH ST
ROCHESTER,MN559044097
41-0698309 501(C)(3) 25,000 0     SUPPORT CHARITABLE PROGRAMS
(174) INTERCULTURAL MUTUAL ASSISTANCE ASSOCIATION
2500 VALLEYHIGH DR NW
ROCHESTER,MN559012739
41-1497753 501(C)(3) 25,000 0     SUPPORT CHARITABLE PROGRAMS
(175) JEREMIAH PROGRAM
615 FIRST AVENUE NE
MINNEAPOLIS,MN55413
41-1801834 501(C)(3) 25,000 0     SUPPORT CHARITABLE PROGRAMS
(176) MARSHFIELD CLINIC HEALTH SYSTEM INC
1000 N OAK AVE
MARSHFIELD,WI54449
46-1495343 501(C)(3) 24,000 0     SUPPORT CHARITABLE PROGRAMS
(177) ORLANDO HEALTH INC
1414 KUHL AVENUE MP8
ORLANDO,FL32806
59-1726273 501(C)(3) 23,654 0     SUPPORT CHARITABLE PROGRAMS
(178) CINCINNATI CHILDRENS HOSPITAL MEDICAL CENTER
3333 BURNET AVENUE
CINCINNATI,OH452293039
31-0833936 501(C)(3) 22,907 0     SUPPORT CHARITABLE PROGRAMS
(179) CHANNEL ONE INC
131 35TH ST SE
ROCHESTER,MN55904
41-1379713 501(C)(3) 22,500 0     SUPPORT CHARITABLE PROGRAMS
(180) MIDWEST BIOMEDICAL RESEARCH FOUNDATION
PO BOX 300662
KANSAS CITY,MO641300662
43-1496422 501(C)(3) 22,488 0     SUPPORT CHARITABLE PROGRAMS
(181) ST JUDE CHILDRENS RESEARCH HOSPITAL INC
262 DANNY THOMAS PLACE
MEMPHIS,TN381053678
62-0646012 501(C)(3) 22,181 0     SUPPORT CHARITABLE PROGRAMS
(182) OLMSTED COUNTY
151 4TH ST SE
ROCHESTER,MN55904
41-6005859 CT OF OLMSTED 21,280 0     SUPPORT RESEARCH PROGRAM
(183) THOUGHT LEADERSHIP & INNOVATION FOUNDATION
16775 WHIRLAWAY COURT
LEESBURG,VA20176
45-3090698 501(C)(3) 20,968 0     SUPPORT CHARITABLE PROGRAMS
(184) UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION
301 PETERSON SERVICE BUILDING
LEXINGTON,KY40506
61-6033693 501(C)(3) 20,673 0     SUPPORT CHARITABLE PROGRAMS
(185) CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
4828 AIRPORT CENTER PKWY
CHARLOTTE,NC282601979
56-0529945 STATE OF NC 20,638 0     SUPPORT RESEARCH PROGRAM
(186) SOUTHEAST CLINICAL ONCOLOGY RESEARCH CONSORTIUM INC
2150 COUNTRY CLUB RD STE 200
WINSTONSALEM,NC27104
62-1306159 501(C)(3) 20,500 0     SUPPORT CHARITABLE PROGRAMS
(187) DIVERSITY COUNCIL
1130 1/2 7TH ST NW
ROCHESTER,MN55901
41-1709139 501(C)(3) 20,000 0     SUPPORT CHARITABLE PROGRAMS
(188) CHILDREN OF DESTINY
3270 19TH STREET NW SUITE 208
ROCHESTER,MN55901
06-1777757 501(C)(3) 20,000 0     SUPPORT CHARITABLE PROGRAMS
(189) CHILDREN'S DENTAL HEALTH SERVICES
903 WEST CENTER RM 8
ROCHESTER,MN55902
20-3677586 501(C)(3) 20,000 0     SUPPORT CHARITABLE PROGRAMS
(190) FAMILY SERVICE ROCHESTER INC
1110 SIXTH STREET NW
ROCHESTER,MN559011839
41-0883453 501(C)(3) 20,000 0     SUPPORT CHARITABLE PROGRAMS
(191) OLMSTED MEDICAL CENTER
PO BOX 4300
ROCHESTER,MN559034300
41-0855367 501(C)(3) 20,000 0     SUPPORT CHARITABLE PROGRAMS
(192) INTERFAITH HOSPITALITY NETWORK OF GREATER ROCHESTER
811 7TH STREET NW
ROCHESTER,MN55901
41-1953191 501(C)(3) 18,500 0     SUPPORT CHARITABLE PROGRAMS
(193) CAL POLY CORPORATION
1 GRAND AVE BUILDING 15
SAN LUIS OBISPO,CA934070707
95-1648180 501(C)(3) 17,930 0     SUPPORT CHARITABLE PROGRAMS
(194) CITY OF ROCHESTER
201 4TH STREET SE
ROCHESTER,MN55904
41-6005494 CTY OF ROCHESTER 17,500 0     SUPPORT COMMUNITY PROGRAMS
(195) VIDANT MEDICAL GROUP LLC
2100 STANTONSBURG RD
GREENVILLE,NC278358423
38-3740839 501(C)(3) 16,875 0     SUPPORT CHARITABLE PROGRAMS
(196) UNIVERSITY OF MISSISSIPPI MEDICAL CENTER HOSPITAL
2500 N STATE ST
JACKSON,MS392164505
64-6008520 STATE OF MS 16,450 0     SUPPORT RESEARCH PROGRAM
(197) SPECTRUM HEALTH HOSPITALS DBA GRAND RAPIDS CLINICAL ONCOLOGY
100 MICHIGAN NE
GRAND RAPIDS,MI49503
38-1360529 501(C)(3) 16,428 0     SUPPORT CHARITABLE PROGRAMS
(198) UNIVERSITY OF NOTRE DAME DU LAC
5914 SHAWNEE COURT APT 2A
MISHAWAKA,IN46545
35-0868188 - 16,032 0     SUPPORT RESEARCH PROGRAM
(199) TOLEDO CLINIC INC
4235 SECOR RD
TOLEDO,OH436234299
34-0936207 - 15,878 0     SUPPORT RESEARCH PROGRAM
(200) VANDERBILT UNIVERSITY
1285 MRB IV
NASHVILLE,TN372320575
62-0476822 501(C)(3) 15,575 0     SUPPORT CHARITABLE PROGRAMS
(201) SOUTHEASTERN MINNESOTA CENTER FOR INDEPENDENT LIVING INC (SEMCIL)
2200 2ND STREET SW
ROCHESTER,MN55902
41-1387414 501(C)(3) 15,000 0     SUPPORT CHARITABLE PROGRAMS
(202) BLACK DATA PROCESSING ASSOCIATION SE MN CHAPTER
423 MANOR BROOK LANE NW
ROCHESTER,MN55901
41-1929150 501(C)(3) 15,000 0     SUPPORT CHARITABLE PROGRAMS
(203) SOMALIA REBUILD ORGANIZATION
707 6TH AVENUE NW
ROCHESTER,MN55901
46-1751962 501(C)(3) 15,000 0     SUPPORT CHARITABLE PROGRAMS
(204) CHORAL ARTS ENSEMBLE OF ROCHESTER
1001 14TH STREET NW ROOM/STE 900
ROCHESTER,MN55901
36-3465792 501(C)(3) 13,750 0     SUPPORT CHARITABLE PROGRAMS
(205) CARDIOLOGY ASSOCIATES OF SCHENECTADY
2546 BALLTOWN RD STE 300
SCHENECTADY,NY12309
14-1729272 - 13,500 0     SUPPORT RESEARCH PROGRAM
(206) UNIVERSITY OF ALABAMA AT BIRMINGHAM
1665 UNIVERSITY BLVD STE 327
BIRMINGHAM,AL352940022
63-6005396 STATE OF AL 13,481 0     SUPPORT RESEARCH PROGRAM
(207) WINTHROP UNIVERSITY HOSPITAL ASSOCIATION
259 FIRST ST
MINEOLA,NY11501
11-1633486 501(C)(3) 13,332 0     SUPPORT CHARITABLE PROGRAMS
(208) CHILD CARE RESOURCE & REFERRAL INC
126 WOODLAKE DR SE
ROCHESTER,MN55904
41-0987753 501(C)(3) 13,240 0     SUPPORT CHARITABLE PROGRAMS
(209) ABILITY BUILDING CENTER INC
PO BOX 6938
ROCHESTER,MN55903
41-0829178 501(C)(3) 13,200 0     SUPPORT CHARITABLE PROGRAMS
(210) RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
PO BOX 400202
CHARLOTTESVILLE,VA229044202
54-6001796 STATE OF VA 12,899 0     SUPPORT RESEARCH PROGRAM
(211) HONORS CHOIRS OF SOUTHEAST MINNESOTA
1001 14TH STREET NW
ROCHESTER,MN559012534
41-1747145 501(C)(3) 12,500 0     SUPPORT CHARITABLE PROGRAMS
(212) UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON
301 UNIVERSITY BLVD
GALVESTON,TX775550144
74-6000949 STATE OF TX 12,083 0     SUPPORT RESEARCH PROGRAM
(213) MINNESOTA COUNCIL OF NONPROFITS INC
2314 UNIVERSITY AVE W STE 20
ST PAUL,MN55114
36-3501477 501(C)(3) 12,000 0     SUPPORT CHARITABLE PROGRAMS
(214) CONSUMERS FOR DENTAL CHOICE INC
316 F STREET NE SUITE 212
WASHINGTON,DC20002
52-2257385 501(C)(3) 12,000 0     SUPPORT CHARITABLE PROGRAMS
(215) MOUNTAIN STATES TUMOR INSTITUTE INC
100 E IDAHO
BOISE,ID83712
82-0295026 501(C)(3) 11,226 0     SUPPORT CHARITABLE PROGRAMS
(216) TUFTS MEDICAL CENTER INC
800 WASHINGTON STREET BOX 468
BOSTON,MA02111
04-3400617 501(C)(3) 11,221 0     SUPPORT CHARITABLE PROGRAMS
(217) MCGUFF PHARMACEUTICALS INC
2921 W MACARTHUR BLVD SUITE 141
SANTA ANA,CA92704
71-0878810 - 10,000 0     SUPPORT RESEARCH PROGRAM
(218) PROJECT GET OUTDOORS INC
PO BOX 414
PRESTON,MN55965
26-1837441 501(C)(3) 10,000 0     SUPPORT CHARITABLE PROGRAMS
(219) ROCHESTER CIVIC THEATRE INC
20 CIVIC CENTER DR SE
ROCHESTER,MN55904
41-0829271 501(C)(3) 10,000 0     SUPPORT CHARITABLE PROGRAMS
(220) SOUTHEAST SERVICE COOPERATIVE
210 WOOD LAKE DR SE
ROCHESTER,MN55904
41-1333904 STATE OF MN 10,000 0     SUPPORT RESEARCH AND EDUCATIONAL PROGRAMS
(221) COMMUNITY FOOD RESPONSE
810 3RD AVE SE
ROCHESTER,MN55904
41-1757102 501(C)(3) 10,000 0     SUPPORT CHARITABLE PROGRAMS
(222) GIRLS ON THE RUN TWIN CITIES INC
393 NORTH DUNLAP STREET 750
SAINT PAUL,MN55104
45-2845928 501(C)(3) 10,000 0     SUPPORT CHARITABLE PROGRAMS
(223) EXERCISABILITIES INC
5335 EAST FRONTAGE RD NW
ROCHESTER,MN559015931
45-5214117 501(C)(3) 10,000 0     SUPPORT CHARITABLE PROGRAMS
(224) TRUSTEES OF PURDUE UNIVERSITY
401 S GRANT ST
WEST LAFAYETTE,IN47907
35-6002041 STATE OF IN 9,637 0     SUPPORT RESEARCH PROGRAM
(225) CHILDRENS HOSPITALS AND CLINICS OF MINNESOTA
345 NORTH SMITH AVE MS 70-103
ST PAUL,MN55102
41-1754276 501(C)(3) 9,175 0     SUPPORT CHARITABLE PROGRAMS
(226) GREENVILLE HEALTH SYSTEM
701 GROVE RD
GREENVILLE,SC29605
57-6007863 501(C)(3) 8,900 0     SUPPORT CHARITABLE PROGRAMS
(227) OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH ST
OKLAHOMA CITY,OK73104
73-0580274 501(C)(3) 8,562 0     SUPPORT CHARITABLE PROGRAMS
(228) HEMATOLOGYONCOLOGY ASSOCIATES OF CNY CCOP
5008 BRITTONFIELD PKWY
EAST SYRACUSE,NY13057
16-1184100 - 8,500 0     SUPPORT RESEARCH PROGRAM
(229) UNIVERSITY OF MASSACHUSETTS
55 LAKE AVE NORTH
WORCESTER,MA01655
04-3167352 STATE OF MA 8,348 0     SUPPORT RESEARCH PROGRAM
(230) TRM ONCOLOGY LLC
2 CONCOURSE PARKWAY SUITE 260
ATLANTA,GA30328
26-1273338 - 7,751 0     SUPPORT RESEARCH PROGRAM
(231) MCLEOD REGIONAL MEDICAL CENTER OF THE PEE DEE INC
555 EAST CHEVES STREET
FLORENCE,SC295010551
57-0370242 501(C)(3) 7,700 0     SUPPORT CHARITABLE PROGRAMS
(232) CEDAR RAPIDS ONCOLOGY PROJECT
525 10TH ST SE
CEDAR RAPIDS,IA524031206
42-1280144 501(C)(3) 7,648 0     SUPPORT CHARITABLE PROGRAMS
(233) GUTHRIE THEATER FOUNDATION
818 S 2ND ST
MINNEAPOLIS,MN55415
41-0854160 501(C)(3) 7,500 0     SUPPORT CHARITABLE PROGRAMS
(234) BOLDER OPTIONS
2100 STEVENS AVENUE SOUTH
MINNEAPOLIS,MN55404
41-1909408 501(C)(3) 7,500 0     SUPPORT CHARITABLE PROGRAMS
(235) RENSSELAER POLYTECHNIC INSTITUTE
110 EIGHTH STREET
TROY,NY12180
14-1340095 501(C)(3) 7,131 0     SUPPORT CHARITABLE PROGRAMS
(236) WAVERLY HEMATOLOGY ONCOLOGY
300 ASHVILLE AVE STE 310
CARY,NC27518
20-5815295 - 7,000 0     SUPPORT RESEARCH PROGRAM
(237) YMCA CAMP OLSON
4160 LITTLE BOY RD NE
LONGVILLE,MN56655
41-0967781 501(C)(3) 7,000 0     SUPPORT CHARITABLE PROGRAMS
(238) MINNESOTA ZOO FOUNDATION
13000 ZOO BOULEVARD
APPLE VALLEY,MN55124
51-0147653 501(C)(3) 7,000 0     SUPPORT CHARITABLE PROGRAMS
(239) CHILDRENS MEMORIAL HOSPITAL
2300 CHILDRENS PLAZA
CHICAGO,IL60614
36-2170833 501(C)(3) 6,683 0     SUPPORT CHARITABLE PROGRAMS
(240) CHARTERHOUSE INC
211 SECOND STREET NW
ROCHESTER,MN55901
41-1405254 501(C)(3) 168,924 0     SUPPORT CHARITABLE PROGRAMS
(241) GREATER ROCHESTER AREA UNIVERSITY CENTER BOARD OF DIRECTORS INC
310 BROADWAY AVE S SUITE 300
ROCHESTER,MN55904
36-3517407 501(C)(3) 6,000 0     SUPPORT CHARITABLE PROGRAMS
(242) BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON
1201 9TH AVE
SEATTLE,WA981012795
91-0653422 501(C)(3) 5,588 0     SUPPORT CHARITABLE PROGRAMS
(243) MAYO CLINIC HOSPITAL-- ROCHESTER
1216 SECOND STREET SW
ROCHESTER,MN55902
41-0944601 501(C)(3) 51,858 0     SUPPORT CHARITABLE PROGRAMS
(244) POVERELLO FOUNDATION
1216 SECOND STREET SW
ROCHESTER,MN55902
41-1494881 501(C)(3) 1,476,030 0     SUPPORT CHARITABLE PROGRAMS
(245) MAYO CLINIC FLORIDA
4201 BELFORT ROAD
JACKSONVILLE,FL32216
59-0714831 501(C)(3) 49,288 0     SUPPORT CHARITABLE PROGRAMS
(246) MAYO CLINIC HEALTH SYSTEM--LAKE CITY
904 LAKESHORE DRIVE SOUTH
LAKE CITY,MN55041
41-1906820 501(C)(3) 90,603 0     SUPPORT CHARITABLE PROGRAMS
(247) MAYO CLINIC HEALTH SYSTEM--ST JAMES
1101 MOULTON PARSONS DR PO BOX 460
ST JAMES,MN56081
41-0797368 501(C)(3) 125,760 0     SUPPORT CHARITABLE PROGRAMS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
222
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
25
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE SCHOLARSHIPS 193 6,081,819      
(2) FINANCIAL HARDSHIP 28 66,800      
(3) MEDICAL STUDENT STIPENDS 491 7,825,326      
(4) RESEARCH GRANT SUBAWARDS 3 17,815      
(4)
(5)
(6)
(7)
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: AS A PRIVATE TRUST FOR THE PUBLIC GOOD, MAYO IS DEDICATED TO GIVING BACK TO THE COMMUNITIES IN WHICH ITS EMPLOYEES LIVE AND WORK. MAYO INVESTS RESOURCES RESPONSIBLY TO PRODUCE THE BEST OUTCOMES FOR PATIENT CARE, EDUCATION, RESEARCH, COMMUNITY ENRICHMENT AND SUSTAINABILITY. GRANT APPLICATIONS ARE REVIEWED AND PRIORITIZED IN HOW THEY: - ADDRESS SIGNIFICANT AND EMERGENT COMMUNITY NEEDS - ALIGN WITH MAYO'S MISSION - IMPROVE HEALTH OF INDIVIDUALS IN THE COMMUNITY - DEMONSTRATE PARTNERSHIP AND COLLABORATION BUILDING - ENABLE LONG TERM CAPACITY BUILDING AND SUSTAINABILITY MONITORING OF GRANTS GIVEN IS DEPENDENT ON TYPE. LARGER MULTI-YEAR AND CAPITAL GRANTS ARE MONITORED FOR ACHIEVEMENT OF STATED GOALS WITHIN THE GRANT AGREEMENT. SINGLE-YEAR OPERATIONAL AND PROGRAMMATIC GRANTS ARE NOT MONITORED AFTER THE FUNDS HAVE BEEN DISBURSED; HOWEVER, ADDITIONAL FUNDING REQUESTS ARE CONSIDERED BASED ON USE AND OUTCOMES OF PREVIOUSLY AWARDED GRANTS. 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. FEDERAL AWARDS THAT ARE SUBCONTRACTED TO OTHER ORGANIZATIONS ARE MONITORED BY MAYO AS PRESCRIBED IN OMB SINGLE AUDIT (FKA CIRCULAR A-133). MAYO PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO EMPLOYEES EXPERIENCING TEMPORARY HARDSHIPS. GRANTS ARE PROVIDED BASED ON A PROVEN NEED AND ARE NOT MONITORED. MEDICAL STUDENT STIPENDS ARE MOSTLY PAID TO THE STUDENTS OF THE MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE TO HELP OFFSET THE COST OF THE STUDENT'S LIVING EXPENSES AND ARE NOT MONITORED. MAYO CLINIC'S SCHOOLS OFFER BOTH MERIT-BASED AND NEEDS-BASED SCHOLARSHIPS AND GRANTS THAT ARE CONTINGENT UPON ON-GOING SATISFACTORY ACADEMIC PROGRESS.
Schedule I (Form 990) 2018



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on 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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
Yes
 
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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" on 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) 2018

Schedule J (Form 990) 2018
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 on 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 on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1BERRY MD DANIEL J
TRUSTEE
(i)

(ii)
679,895
-------------
0
0
-------------
0
164,465
-------------
0
52,769
-------------
0
27,790
-------------
0
924,919
-------------
0
0
-------------
0
2BOLTON JEFFREY W
VP/TRUSTEE
(i)

(ii)
0
-------------
1,288,474
0
-------------
0
0
-------------
252,575
0
-------------
57,376
0
-------------
22,661
0
-------------
1,621,086
0
-------------
0
3BUSKIRK MD STEVEN J
TRUSTEE
(i)

(ii)
0
-------------
625,669
0
-------------
0
0
-------------
99,049
0
-------------
11,005
0
-------------
23,235
0
-------------
758,958
0
-------------
0
4DECKER MD WYATT W
VP/TRUSTEE
(i)

(ii)
0
-------------
1,688,971
0
-------------
0
0
-------------
347,495
0
-------------
47,541
0
-------------
31,679
0
-------------
2,115,686
0
-------------
0
5FARRUGIA MD GIANRICO
VP/TRUSTEE
(i)

(ii)
0
-------------
1,568,238
0
-------------
0
0
-------------
267,900
0
-------------
44,554
0
-------------
30,267
0
-------------
1,910,959
0
-------------
0
6GOSTOUT MD BOBBIE S
VP/TRUSTEE
(i)

(ii)
0
-------------
1,264,558
0
-------------
0
0
-------------
207,719
0
-------------
63,032
0
-------------
29,396
0
-------------
1,564,705
0
-------------
0
7GREENE MD EDDIE L
TRUSTEE
(i)

(ii)
373,582
-------------
0
0
-------------
0
26,499
-------------
0
53,386
-------------
0
21,259
-------------
0
474,726
-------------
0
0
-------------
0
8HARPER JR MD CHARLES M
TRUSTEE
(i)

(ii)
0
-------------
1,190,939
0
-------------
0
0
-------------
249,763
0
-------------
11,005
0
-------------
22,366
0
-------------
1,474,073
0
-------------
0
9KRAHN MD LOIS E
TRUSTEE
(i)

(ii)
0
-------------
412,526
0
-------------
50,000
0
-------------
62,647
0
-------------
47,996
0
-------------
25,434
0
-------------
598,603
0
-------------
0
10MENKOSKY PAULA E
ASST SECY/TRUSTEE
(i)

(ii)
0
-------------
658,784
0
-------------
0
0
-------------
76,374
0
-------------
47,346
0
-------------
27,589
0
-------------
810,093
0
-------------
0
11NELSON MD HEIDI
TRUSTEE
(i)

(ii)
645,296
-------------
0
0
-------------
0
115,864
-------------
0
68,509
-------------
0
19,416
-------------
0
849,085
-------------
0
0
-------------
0
12NOSEWORTHY MD JOHN H
CEO/PRESIDENT/TRUSTEE
(i)

(ii)
0
-------------
2,733,672
0
-------------
0
0
-------------
683,104
0
-------------
8,938
0
-------------
26,923
0
-------------
3,452,637
0
-------------
0
13ROGER MD VERONIQUE L
TRUSTEE
(i)

(ii)
555,783
-------------
0
0
-------------
0
157,037
-------------
0
57,429
-------------
0
7,119
-------------
0
777,368
-------------
0
0
-------------
0
14WILLIAMSON MARY J
TRUSTEE
(i)

(ii)
718,318
-------------
0
0
-------------
0
79,194
-------------
0
38,148
-------------
0
27,769
-------------
0
863,429
-------------
0
0
-------------
0
15BROWN WILLIAM A
ASST TREASURER
(i)

(ii)
0
-------------
246,260
0
-------------
0
0
-------------
4,870
0
-------------
10,046
0
-------------
22,095
0
-------------
283,271
0
-------------
0
16DAHLEN DENNIS E
CFO
(i)

(ii)
0
-------------
1,057,642
0
-------------
0
0
-------------
8,679
0
-------------
5,500
0
-------------
28,318
0
-------------
1,100,139
0
-------------
0
17FRANCIS JAMES R
ASST TREASURER
(i)

(ii)
0
-------------
417,853
0
-------------
0
0
-------------
35,591
0
-------------
52,285
0
-------------
29,689
0
-------------
535,418
0
-------------
0
18FROISLAND JEFFREY R
ASST TREASURER
(i)

(ii)
0
-------------
325,617
0
-------------
0
0
-------------
11,959
0
-------------
32,911
0
-------------
10,513
0
-------------
381,000
0
-------------
0
19GORMAN PAUL A
ASST TREASURER
(i)

(ii)
0
-------------
589,401
0
-------------
470,400
0
-------------
74,769
0
-------------
47,956
0
-------------
29,365
0
-------------
1,211,891
0
-------------
470,400
20HAEFLINGER RICKY J
ASST TREASURER
(i)

(ii)
369,008
-------------
0
165,955
-------------
0
27,149
-------------
0
59,190
-------------
0
20,409
-------------
0
641,711
-------------
0
165,955
-------------
0
21HOFFMAN III HARRY N
TREASURER
(i)

(ii)
0
-------------
743,706
0
-------------
384,767
0
-------------
123,662
0
-------------
60,655
0
-------------
22,633
0
-------------
1,335,423
0
-------------
384,767
22HUBERT SHERRY L
ASST SECY
(i)

(ii)
0
-------------
304,845
0
-------------
0
0
-------------
8,171
0
-------------
48,230
0
-------------
26,522
0
-------------
387,768
0
-------------
0
23LOCKETT KEVIN M
ASST TREASURER
(i)

(ii)
0
-------------
274,422
0
-------------
0
0
-------------
1,556
0
-------------
42,213
0
-------------
26,412
0
-------------
344,603
0
-------------
0
24MURPHY JOSHUA B
SECY
(i)

(ii)
0
-------------
819,403
0
-------------
0
0
-------------
86,227
0
-------------
42,427
0
-------------
31,074
0
-------------
979,131
0
-------------
0
25NORBY MARK L
ASST TREASURER
(i)

(ii)
0
-------------
279,993
0
-------------
0
0
-------------
616
0
-------------
34,393
0
-------------
15,844
0
-------------
330,846
0
-------------
0
26UHLENKAMP SUSAN M
ASST TREASURER
(i)

(ii)
0
-------------
328,719
0
-------------
0
0
-------------
11,085
0
-------------
43,743
0
-------------
17,764
0
-------------
401,311
0
-------------
0
27WEBER JOAN A
ASST TREASURER
(i)

(ii)
0
-------------
365,017
0
-------------
0
0
-------------
23,226
0
-------------
49,559
0
-------------
18,540
0
-------------
456,342
0
-------------
0
28ZORN CHRISTINA K
ASST SECY
(i)

(ii)
0
-------------
630,573
0
-------------
0
0
-------------
56,557
0
-------------
36,070
0
-------------
27,504
0
-------------
750,704
0
-------------
0
29CIMA MD ROBERT R
PHYSICIAN
(i)

(ii)
506,155
-------------
0
0
-------------
0
53,118
-------------
0
43,248
-------------
0
25,670
-------------
0
628,191
-------------
0
0
-------------
0
30CLARK LEON G
CHAIR - DEPT OF RESEARCH ADMIN
(i)

(ii)
442,044
-------------
0
0
-------------
0
44,466
-------------
0
45,558
-------------
0
26,936
-------------
0
559,004
-------------
0
0
-------------
0
31DIASIO MD ROBERT B
PHYSICIAN
(i)

(ii)
734,842
-------------
0
0
-------------
0
150,937
-------------
0
5,615
-------------
0
23,511
-------------
0
914,905
-------------
0
0
-------------
0
32DIDEHBAN ROSHANAK
CHAIR - DEPT OF PRACTICE ADMIN
(i)

(ii)
377,384
-------------
15,587
15,000
-------------
0
40,128
-------------
21
26,018
-------------
313
8,837
-------------
754
467,367
-------------
16,675
0
-------------
0
33FRANK MD IGOR
PHYSICIAN
(i)

(ii)
547,235
-------------
0
0
-------------
0
39,871
-------------
0
35,504
-------------
0
27,263
-------------
0
649,873
-------------
0
0
-------------
0
34GORES MD GREGORY J
PHYSICIAN
(i)

(ii)
872,578
-------------
0
0
-------------
0
145,054
-------------
0
11,019
-------------
0
24,035
-------------
0
1,052,686
-------------
0
0
-------------
0
35HADAWAY CHERYL J
CHAIR - DEPT OF DEVELOPMENT
(i)

(ii)
535,248
-------------
0
0
-------------
0
59,877
-------------
0
11,005
-------------
0
19,741
-------------
0
625,871
-------------
0
0
-------------
0
36HAYES MD DAVID L
PHYSICIAN
(i)

(ii)
616,296
-------------
0
0
-------------
0
162,263
-------------
0
11,000
-------------
0
27,624
-------------
0
817,183
-------------
0
0
-------------
0
37HORLOCKER MD TERESE T
PHYSICIAN
(i)

(ii)
510,641
-------------
0
0
-------------
0
62,153
-------------
0
54,275
-------------
0
20,338
-------------
0
647,407
-------------
0
0
-------------
0
38KHAN MD AMIR R
PHYSICIAN
(i)

(ii)
511,663
-------------
0
0
-------------
0
63,349
-------------
0
41,894
-------------
0
27,146
-------------
0
644,052
-------------
0
0
-------------
0
39LOFTUS MD CONOR G
PHYSICIAN
(i)

(ii)
595,488
-------------
0
0
-------------
0
44,372
-------------
0
35,770
-------------
0
27,453
-------------
0
703,083
-------------
0
0
-------------
0
40LUETMER MD PATRICK H
PHYSICIAN
(i)

(ii)
649,400
-------------
0
0
-------------
0
113,824
-------------
0
50,981
-------------
0
30,150
-------------
0
844,355
-------------
0
0
-------------
0
41MORICE MD WILLIAM G
PHYSICIAN
(i)

(ii)
553,990
-------------
0
0
-------------
0
63,897
-------------
0
42,579
-------------
0
27,298
-------------
0
687,764
-------------
0
0
-------------
0
42NARR MD BRADLY J
PHYSICIAN
(i)

(ii)
487,997
-------------
0
0
-------------
0
111,669
-------------
0
11,005
-------------
0
22,977
-------------
0
633,648
-------------
0
0
-------------
0
43THIELEN MD KENT R
PHYSICIAN
(i)

(ii)
757,178
-------------
0
0
-------------
0
137,242
-------------
0
44,839
-------------
0
29,900
-------------
0
969,159
-------------
0
0
-------------
0
44WALD MD JOHN T
PHYSICIAN
(i)

(ii)
651,950
-------------
0
0
-------------
0
99,980
-------------
0
50,369
-------------
0
27,548
-------------
0
829,847
-------------
0
0
-------------
0
45WILLIAMS MD AMY W
PHYSICIAN
(i)

(ii)
553,413
-------------
0
0
-------------
0
95,708
-------------
0
58,358
-------------
0
6,888
-------------
0
714,367
-------------
0
0
-------------
0
46KRAUSS MD WILLIAM E
PHYSICIAN
(i)

(ii)
1,153,612
-------------
0
0
-------------
0
228,728
-------------
0
47,927
-------------
0
29,082
-------------
0
1,459,349
-------------
0
0
-------------
0
47LANZINO MD GIUSEPPE
PHYSICIAN
(i)

(ii)
1,149,458
-------------
0
0
-------------
0
169,786
-------------
0
44,531
-------------
0
29,049
-------------
0
1,392,824
-------------
0
0
-------------
0
48MARSH MD W RICHARD
PHYSICIAN
(i)

(ii)
1,079,141
-------------
0
0
-------------
0
223,603
-------------
0
11,000
-------------
0
22,050
-------------
0
1,335,794
-------------
0
0
-------------
0
49SPINNER MD ROBERT J
PHYSICIAN
(i)

(ii)
1,048,190
-------------
0
0
-------------
0
202,923
-------------
0
47,402
-------------
0
8,339
-------------
0
1,306,854
-------------
0
0
-------------
0
50VAN DEURSEN JAN
CHAIR BIOCHEM/MOL
(i)

(ii)
298,432
-------------
0
0
-------------
0
1,123,892
-------------
0
43,851
-------------
0
29,482
-------------
0
1,495,657
-------------
0
0
-------------
0
51ADKINS JR KEDRICK D
FORMER OFFICER
(i)

(ii)
0
-------------
42,408
0
-------------
0
0
-------------
543,392
0
-------------
1,321
0
-------------
869
0
-------------
587,990
0
-------------
0
52SANDEEN DARRELL L
FORMER OFFICER
(i)

(ii)
0
-------------
337,714
0
-------------
0
0
-------------
30,575
0
-------------
50,502
0
-------------
10,485
0
-------------
429,276
0
-------------
0
53AGERTER MD DAVID C
FORMER KEY EMPLOYEE
(i)

(ii)
454,016
-------------
0
0
-------------
0
132,000
-------------
0
11,000
-------------
0
20,310
-------------
0
617,326
-------------
0
0
-------------
0
54BLACK MD JOHN L
FORMER KEY EMPLOYEE
(i)

(ii)
429,901
-------------
0
0
-------------
0
62,116
-------------
0
11,005
-------------
0
18,790
-------------
0
521,812
-------------
0
0
-------------
0
55CAMILLERI MD MICHAEL
FORMER KEY EMPLOYEE
(i)

(ii)
609,674
-------------
0
0
-------------
0
200,448
-------------
0
11,000
-------------
0
20,867
-------------
0
841,989
-------------
0
0
-------------
0
56FOOTE MD ROBERT L
FORMER KEY EMPLOYEE
(i)

(ii)
634,423
-------------
0
0
-------------
0
99,331
-------------
0
33,102
-------------
0
20,709
-------------
0
787,565
-------------
0
0
-------------
0
57GERTZ MD MORIE A
FORMER KEY EMPLOYEE
(i)

(ii)
481,508
-------------
0
0
-------------
0
195,646
-------------
0
11,000
-------------
0
20,560
-------------
0
708,714
-------------
0
0
-------------
0
58HEBL MD JAMES R
FORMER KEY EMPLOYEE
(i)

(ii)
603,301
-------------
0
0
-------------
0
84,299
-------------
0
37,634
-------------
0
27,418
-------------
0
752,652
-------------
0
0
-------------
0
59KOCH MARK B
FORMER KEY EMPLOYEE
(i)

(ii)
530,237
-------------
0
0
-------------
0
120,321
-------------
0
11,071
-------------
0
10,461
-------------
0
672,090
-------------
0
0
-------------
0
60MEYER MD FREDRIC B
FORMER KEY EMPLOYEE
(i)

(ii)
0
-------------
1,076,112
0
-------------
0
0
-------------
217,626
0
-------------
11,019
0
-------------
31,827
0
-------------
1,336,584
0
-------------
0
61NESSE MD ROBERT E
FORMER KEY EMPLOYEE
(i)

(ii)
0
-------------
928,068
0
-------------
0
0
-------------
181,583
0
-------------
11,000
0
-------------
23,400
0
-------------
1,144,051
0
-------------
0
62OKUNO MD SCOTT H
FORMER KEY EMPLOYEE
(i)

(ii)
507,505
-------------
0
0
-------------
0
80,392
-------------
0
46,313
-------------
0
29,118
-------------
0
663,328
-------------
0
0
-------------
0
63PAIGE SR KEVIN A
FORMER KEY EMPLOYEE
(i)

(ii)
434,985
-------------
0
0
-------------
0
53,518
-------------
0
62,477
-------------
0
20,077
-------------
0
571,057
-------------
0
0
-------------
0
64ROCK MD MICHAEL G
FORMER KEY EMPLOYEE
(i)

(ii)
189,471
-------------
0
0
-------------
0
110,073
-------------
0
5,794
-------------
0
6,761
-------------
0
312,099
-------------
0
0
-------------
0
65SANTRACH MD PAULA J
FORMER KEY EMPLOYEE
(i)

(ii)
463,412
-------------
0
0
-------------
0
48,476
-------------
0
65,289
-------------
0
11,104
-------------
0
588,281
-------------
0
0
-------------
0
66WARNER MD MARK A
FORMER KEY EMPLOYEE
(i)

(ii)
402,537
-------------
0
0
-------------
0
170,088
-------------
0
11,000
-------------
0
19,621
-------------
0
603,246
-------------
0
0
-------------
0
67WHITED MD BRIAN L
FORMER KEY EMPLOYEE
(i)

(ii)
542,170
-------------
0
0
-------------
0
52,792
-------------
0
53,025
-------------
0
23,072
-------------
0
671,059
-------------
0
0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
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 EXTERNAL TRUSTEES MAY BE REIMBURSED FOR TRAVEL EXPENSES. THE FILING ORGANIZATION REIMBURSES TRUSTEES FOR ACTUAL TRAVEL EXPENSES (WHICH COULD INCLUDE FIRST CLASS OR CHARTER TRAVEL) UP TO THE MAXIMUM COST OF FIRST CLASS TRAVEL. IN 2018, TRUSTEE DANIEL J. BERRY M.D., FORMER KEY EMPLOYEES JOHN L. BLACK M.D. AND MORIE A. GERTZ M.D., AND KEY EMPLOYEES ROSHANAK DIDEHBAN AND DAVID L. HAYES M.D., WERE PROVIDED FIRST-CLASS AND/OR CHARTER TRAVEL JUSTIFIED BY BUSINESS NEED. THE TRAVEL WAS NOT TREATED AS TAXABLE COMPENSATION AS ALL FLIGHTS WERE BUSINESS RELATED. FIRST-CLASS AND CHARTER TRAVEL IS AVAILABLE BASED ON DEMONSTRATED BUSINESS NEED AND NOT BASED ON POSITION OR TO ANY SPECIFIC INDIVIDUALS. IN ADDITION TO ALL REGULAR TRAVEL APPROVAL AND DOCUMENTATION PROCESSES, FIRST-CLASS AND CHARTER TRAVEL REQUIRE SEPARATE DOCUMENTATION OF BUSINESS NEED, APPROVAL BY A SENIOR OFFICER, AND OVERSIGHT REVIEW BY THE TRIP AND TRAVEL COMMITTEE. TRAVEL FOR COMPANIONS IS AVAILABLE TO ALL TRUSTEES SO THAT SPOUSES CAN ACCOMPANY THEM TO THE SITE OF BOARD MEETINGS. IN ADDITION, SEVERAL LISTED PERSONS ALSO RECEIVED TRAVEL FOR COMPANIONS SO THAT SPOUSES COULD ACCOMPANY THEM TO FUNDRAISING FUNCTIONS. IN 2018, JAY ALIX, MARY SUE COLEMAN, SAMUEL A. DI PIAZZA JR., DR. EDDIE L. GREENE, CHERYL J. HADAWAY, MICHAEL K. POWELL, AND DR. RANDOLPH C. STEER RECEIVED SPOUSAL TRAVEL, WHICH WAS GROSSED UP AND TREATED AS TAXABLE INCOME. HOUSING ALLOWANCES ARE PROVIDED WHEN JUSTIFIED BY BUSINESS NEED SUCH AS RELOCATION OR WORK ASSIGNMENT. IN 2018, KEVIN A. PAIGE SR. AND DR. SCOTT H. OKUNO RECEIVED A HOUSING ALLOWANCE THAT WAS TREATED AS TAXABLE INCOME. EMPLOYEES PERFORMING WORK OUTSIDE THEIR HOME STATE RECEIVE A SUPPLEMENTAL PAYMENT TO HELP OFFSET THE COST OF THE STATE INCOME TAXES INCURRED AS A RESULT OF HAVING TO WORK IN A DIFFERENT STATE. IN 2018, KEVIN A. PAIGE SR. RECEIVED THIS SUPPLEMENTAL PAYMENT WHICH IS GROSSED UP. SEVERAL OF THE LISTED PERSONS RECEIVED AN AWARD OR OTHER TANGIBLE RECOGNITION THAT WAS TREATED AS TAXABLE COMPENSATION. PURSUANT TO INSTITUTIONAL POLICIES, CERTAIN SUCH AWARDS HAVE A TAX GROSS-UP APPLIED IN ORDER NOT TO DIMINISH THE RECOGNITION AND CELEBRATORY NATURE OF THE AWARD. A HOME RELOCATION CASH PAYMENT OPTION IS PROVIDED TO MAYO CLINIC VOTING/CONSULTING STAFF WHEN JUSTIFIED BY BUSINESS NEED. IN 2018, ROSHANAK DIDEHBAN RECEIVED A CASH PAYMENT OPTION THAT WAS TREATED AS TAXABLE INCOME. THIS PAYMENT WAS ISSUED AFTER THE RELOCATION AND WAS GROSSED UP TO COVER THE INCREASED STATE TAXES. MOVING EXPENSE REIMBURSEMENT IS PROVIDED TO QUALIFYING EMPLOYEES WHEN JUSTIFIED BY BUSINESS NEED. IN 2018, TWO LISTED PERSONS RECEIVED SUCH A PAYMENT WHICH INCLUDED A GROSS UP PAYMENT. THE GROSS UP PAYMENT WAS TREATED AS ADDITIONAL TAXABLE COMPENSATION. THE PERSONAL SERVICES THAT WERE PROVIDED ARE INCOME TAX PREPARATION SERVICES THAT, IN ACCORDANCE WITH MAYO POLICY, ARE AVAILABLE TO MAYO CLINIC VOTING/CONSULTING STAFF. SEVERAL OF THE CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES LISTED ON THIS RETURN RECEIVED THIS SERVICE, WHICH WAS TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS.
PART I, LINES 4A-C THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT (TOTAL INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III)): ADKINS JR., KEDRICK D. $ 432,700 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 PARTICIPATED IN OR RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). ADKINS JR., KEDRICK D. $ 86,718 AGERTER M.D., DAVID C. $ 76,510 BERRY M.D., DANIEL J. $ 117,549 BLACK M.D., JOHN L. $ 38,333 BOLTON, JEFFREY W. $ 236,363 BUSKIRK M.D., STEVEN J. $ 89,538 CAMILLERI M.D., MICHAEL $ 108,899 CIMA M.D., ROBERT R. $ 46,206 CLARK, LEON G. $ 41,497 DAHLEN, DENNIS E. $ 0 DECKER M.D., WYATT W. $ 335,935 DIASIO M.D., ROBERT B. $ 119,485 DIDEHBAN, ROSHANAK $ 0 FARRUGIA M.D., GIANRICO $ 231,323 FOOTE M.D., ROBERT L. $ 91,638 FRANCIS, JAMES R. $ 30,966 FRANK M.D., IGOR $ 34,854 FROISLAND, JEFFREY R. $ 10,089 GERTZ M.D., MORIE A. $ 79,264 GORES M.D., GREGORY J. $ 134,002 GORMAN, PAUL A. $ 71,400 GOSTOUT M.D., BOBBIE S. $ 192,963 GREENE M.D., EDDIE L. $ 20,812 HADAWAY, CHERYL J. $ 50,947 HAEFLINGER, RICKY J. $ 22,848 HARPER JR., M.D., CHARLES M. $ 234,791 HAYES M.D., DAVID L. $ 98,067 HEBL M.D., JAMES R. $ 57,892 HOFFMAN III, HARRY N. $ 114,744 HORLOCKER M.D., TERESE T. $ 59,236 HUBERT, SHERRY L. $ 5,850 KHAN M.D., AMIR R. $ 59,516 KOCH, MARK B. $ 72,991 KRAHN M.D., LOIS E. $ 38,995 KRAUSS M.D., WILLIAM E. $ 221,569 LANZINO M.D., GIUSEPPE $ 165,337 LOCKETT, KEVIN M. $ 0 LOFTUS M.D., CONOR G. $ 42,575 LUETMER M.D., PATRICK H. $ 99,063 MARSH M.D., W. RICHARD $ 202,693 MENKOSKY, PAULA E. $ 73,560 MEYER M.D., FREDRIC B. $ 204,917 MORICE M.D., WILLIAM G. $ 53,100 MURPHY, JOSHUA B. $ 82,716 NARR M.D., BRADLY J. $ 67,539 NELSON M.D., HEIDI $ 97,550 NESSE M.D., ROBERT E. $ 162,219 NORBY, MARK L. $ 0 NOSEWORTHY M.D., JOHN H. $ 634,835 OKUNO M.D., SCOTT H. $ 52,234 PAIGE SR., KEVIN A. $ 36,779 ROCK M.D., MICHAEL G. $ 103,442 ROGER M.D., VERONIQUE L. $ 92,877 SANDEEN, DARRELL L. $ 17,799 SANTRACH M.D., PAULA J. $ 42,393 SPINNER M.D., ROBERT J. $ 194,293 THIELEN M.D., KENT R. $ 121,814 UHLENKAMP, SUSAN M. $ 9,981 VAN DEURSEN, JAN $ 4,997 WALD M.D., JOHN T. $ 96,264 WARNER M.D., MARK A. $ 77,262 WEBER, JOAN A. $ 20,463 WHITED M.D., BRIAN L. $ 48,987 WILLIAMS M.D., AMY W. $ 73,924 WILLIAMSON, MARY J. $ 76,791 ZORN, CHRISTINA K. $ 55,170 UNDER MAYO CLINIC'S ROYALTY SHARING POLICY, INVENTORS, INCLUDING LISTED PERSONS, ARE ENTITLED TO SHARE IN A PORTION OF ROYALTIES RECEIVED BY MAYO INCLUDING INSTANCES WHERE SUCH ROYALTIES ARE IN THE FORM OF EQUITY-BASED INSTRUMENTS SUCH AS STOCK, WARRANTS, OR PARTNERSHIP INTERESTS. THE FOLLOWING INDIVIDUALS PARTICIPATED IN AN EQUITY-BASED COMPENSATION ARRANGEMENT: BLACK M.D., JOHN L. CAMILLERI M.D., MICHAEL FARRUGIA M.D., GIANRICO MARSH M.D., W. RICHARD VAN DEURSEN, JAN PART II: COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION.
Schedule J (Form 990) 2018
Additional Data


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

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number
41-6011702
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902FE8 04-10-2008 330,000,000 CONSTRUCTION OF HEALTH CARE FACILITIES & REFUND 1998 BONDS   X   X   X
B CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GA5 05-05-2011 293,208,150 REFUND 1992 AND 2001 BONDS   X   X   X
C CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GD9 04-04-2012 192,662,250 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
D CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GW7 05-08-2014 120,000,000 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GB3 12-31-2015 494,267 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GD9 12-31-2015 44,266,950 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GY3 05-03-2016 75,000,000 REFUND 2006 BONDS   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902HE6 10-13-2016 293,825,280 REFUND 2000 BONDS   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902HF3 10-15-2018 200,152,000 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired ..................   494,267 44,266,950  
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 325,948,187 293,208,150 195,311,300 120,012,445
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds ............. 8,864,264   12,134,007 310,855
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 2,230,808 2,088,829 1,523,766 400,343
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 87,603,115 44,266,950 181,653,527 119,301,247
11 Other spent proceeds ............. 227,250,000 291,119,321 75,000,000 290,000,000
12 Other unspent proceeds .............       140
13 Year of substantial completion ............. 2010 2011 2013 2016
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X   X     X   X
15 Were the bonds issued as part of an advance refunding issue? .....   X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X X   X      
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X   X   X    
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?           X    
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.870 % 0.020 % 1.040 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0.010 % 0 % 0 %  
6 Total of lines 4 and 5 ............. 0.880 % 0.020 % 1.040 %  
7 Does the bond issue meet the private security or payment test? ...   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X X     X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..   24.000 %    
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............     X          
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X      
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X X  
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X     X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X   X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 03/05/2013 ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 05/05/2016 ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 04/12/2019
SCHEDULE K, PART I, COLUMN (E) AND PART II, LINE 3 THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR BOND ISSUES IS INVESTMENT EARNINGS OR LOSSES.
Schedule K (Form 990) 2018

Additional Data


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

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number
41-6011702
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902FE8 04-10-2008 330,000,000 CONSTRUCTION OF HEALTH CARE FACILITIES & REFUND 1998 BONDS   X   X   X
B CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GA5 05-05-2011 293,208,150 REFUND 1992 AND 2001 BONDS   X   X   X
C CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GD9 04-04-2012 192,662,250 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
D CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GW7 05-08-2014 120,000,000 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GB3 12-31-2015 494,267 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GD9 12-31-2015 44,266,950 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GY3 05-03-2016 75,000,000 REFUND 2006 BONDS   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902HE6 10-13-2016 293,825,280 REFUND 2000 BONDS   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902HF3 10-15-2018 200,152,000 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired ..................   494,267 44,266,950  
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 325,948,187 293,208,150 195,311,300 120,012,445
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds ............. 8,864,264   12,134,007 310,855
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 2,230,808 2,088,829 1,523,766 400,343
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 87,603,115 44,266,950 181,653,527 119,301,247
11 Other spent proceeds ............. 227,250,000 291,119,321 75,000,000 290,000,000
12 Other unspent proceeds .............       140
13 Year of substantial completion ............. 2010 2011 2013 2016
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X   X     X   X
15 Were the bonds issued as part of an advance refunding issue? .....   X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X X   X      
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X   X   X    
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?           X    
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.870 % 0.020 % 1.040 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0.010 % 0 % 0 %  
6 Total of lines 4 and 5 ............. 0.880 % 0.020 % 1.040 %  
7 Does the bond issue meet the private security or payment test? ...   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X X     X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..   24.000 %    
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............     X          
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X      
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X X  
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X     X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X   X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 03/05/2013 ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 05/05/2016 ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 04/12/2019
SCHEDULE K, PART I, COLUMN (E) AND PART II, LINE 3 THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR BOND ISSUES IS INVESTMENT EARNINGS OR LOSSES.
Schedule K (Form 990) 2018

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number
41-6011702
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902FE8 04-10-2008 330,000,000 CONSTRUCTION OF HEALTH CARE FACILITIES & REFUND 1998 BONDS   X   X   X
B CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GA5 05-05-2011 293,208,150 REFUND 1992 AND 2001 BONDS   X   X   X
C CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GD9 04-04-2012 192,662,250 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
D CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GW7 05-08-2014 120,000,000 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GB3 12-31-2015 494,267 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GD9 12-31-2015 44,266,950 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902GY3 05-03-2016 75,000,000 REFUND 2006 BONDS   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902HE6 10-13-2016 293,825,280 REFUND 2000 BONDS   X   X   X
CITY OF ROCHESTER MINNESOTA
 
41-6005494 771902HF3 10-15-2018 200,152,000 CONSTRUCTION OF HEALTH CARE FACILITIES   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired ..................   494,267 44,266,950  
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 325,948,187 293,208,150 195,311,300 120,012,445
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds ............. 8,864,264   12,134,007 310,855
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 2,230,808 2,088,829 1,523,766 400,343
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 87,603,115 44,266,950 181,653,527 119,301,247
11 Other spent proceeds ............. 227,250,000 291,119,321 75,000,000 290,000,000
12 Other unspent proceeds .............       140
13 Year of substantial completion ............. 2010 2011 2013 2016
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X   X     X   X
15 Were the bonds issued as part of an advance refunding issue? .....   X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X X   X      
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X   X   X    
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?           X    
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.870 % 0.020 % 1.040 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0.010 % 0 % 0 %  
6 Total of lines 4 and 5 ............. 0.880 % 0.020 % 1.040 %  
7 Does the bond issue meet the private security or payment test? ...   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X X     X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..   24.000 %    
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............     X          
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X      
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X X  
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X     X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X   X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 03/05/2013 ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 05/05/2016 ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 04/12/2019
SCHEDULE K, PART I, COLUMN (E) AND PART II, LINE 3 THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR BOND ISSUES IS INVESTMENT EARNINGS OR LOSSES.
Schedule K (Form 990) 2018

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.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
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) 2018
Schedule L (Form 990 or 990-EZ) 2018
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) BOIS MD JOHN P FAMILY MEMBER OF TRUSTEE BUSKIRK M.D., STEVEN J. 183,130 EMPLOYMENT   No
(2) BOIS MD MELANIE C FAMILY MEMBER OF TRUSTEE BUSKIRK M.D., STEVEN J. 476,644 EMPLOYMENT   No
(3) EMANUEL ELZABETH M FAMILY MEMBER OF OFFICER UHLENKAMP, SUSAN M. 53,839 EMPLOYMENT   No
(4) FARRELL ANN M FAMILY MEMBER OF OFFICER WEBER, JOAN A. 10,755 EMPLOYMENT   No
(5) FOOTE PATRICK H FAMILY MEMBER OF FKE FOOTE M.D., ROBERT L. 77,898 EMPLOYMENT   No
(6) FOOTE ROBERT T FAMILY MEMBER OF FKE FOOTE M.D., ROBERT L. 95,451 EMPLOYMENT   No
(7) GOSTOUT MD CHRISTOPHER J FAMILY MEMBER OF TRUSTEE GOSTOUT M.D., BOBBIE S. 72,199 EMPLOYMENT   No
(8) HARPER SARAH B FAMILY MEMBER OF TRUSTEE HARPER JR., M.D., CHARLES M. 60,367 EMPLOYMENT   No
(9) HAYES MD SHARONNE N FAMILY MEMBER OF KEY EMPLOYEE HAYES M.D., DAVID L. 635,794 EMPLOYMENT   No
(10) KAPURCH MD CAITLIN J FAMILY MEMBER OF TRUSTEE HARPER JR., M.D., CHARLES M. 74,807 EMPLOYMENT   No
(11) KAPURCH MD JOSEPH R FAMILY MEMBER OF TRUSTEE HARPER JR., M.D., CHARLES M. 71,190 EMPLOYMENT   No
(12) LARSON MD MARK V FAMILY MEMBER OF KEY EMPLOYEE WILLIAMS M.D., AMY W. 783,182 EMPLOYMENT   No
(13) LUETMER MD MARIANNE T FAMILY MEMBER OF KEY EMPLOYEE LUETMER M.D., PATRICK H. 66,822 EMPLOYMENT   No
(14) MEISSNER MD IRENE FAMILY MEMBER OF FKE MEYER M.D., FREDRIC B. 328,995 EMPLOYMENT   No
(15) MIDTHUN MD DAVID E FAMILY MEMBER OF KEY EMPLOYEE WILLIAMS M.D., AMY W. 634,457 EMPLOYMENT   No
(16) NEAL MD LONZETTA FAMILY MEMBER OF TRUSTEE GREENE M.D., EDDIE L. 261,912 EMPLOYMENT   No
(17) NORBY MD SUZANNE M FAMILY MEMBER OF OFFICER NORBY, MARK L. 390,604 EMPLOYMENT   No
(18) NOSEWORTHY MD PETER A FAMILY MEMBER OF TRUSTEE NOSEWORTHY M.D., JOHN H. 713,846 EMPLOYMENT   No
(19) OKUNO MADISON N FAMILY MEMBER OF FKE OKUNO M.D., SCOTT H. 12,776 EMPLOYMENT   No
(20) ROSS JARED M FAMILY MEMBER OF FKE FOOTE M.D., ROBERT L. 110,077 EMPLOYMENT   No
(21) RUDDY MD KATHRYN J FAMILY MEMBER OF TRUSTEE NOSEWORTHY M.D., JOHN H. 533,264 EMPLOYMENT   No
(22) SAITO LOFTUS MD YURI A FAMILY MEMBER OF KEY EMPLOYEE LOFTUS M.D., CONOR G. 444,951 EMPLOYMENT   No
(23) SARANO MD MAURICE E FAMILY MEMBER OF TRUSTEE ROGER M.D., VERONIQUE L. 586,265 EMPLOYMENT   No
(24) THIELEN MD JACQUELINE M FAMILY MEMBER OF KEY EMPLOYEE THIELEN M.D., KENT R. 218,533 EMPLOYMENT   No
(25) WALD MICHELLE K FAMILY MEMBER OF KEY EMPLOYEE WALD M.D., JOHN T. 64,344 EMPLOYMENT   No
(26) WARNER MD LINDSAY L FAMILY MEMBER OF FKE WARNER M.D., MARK A. 66,504 EMPLOYMENT   No
(27) WARNER MD MARY E FAMILY MEMBER OF FKE WARNER M.D., MARK A. 407,930 EMPLOYMENT   No
(28) WARNER MD MATTHEW A FAMILY MEMBER OF FKE WARNER M.D., MARK A. 486,976 EMPLOYMENT   No
(29) WARNER MD NAFISSEH S FAMILY MEMBER OF FKE WARNER M.D., MARK A. 226,972 EMPLOYMENT   No
(30) WARNER MD PAUL A FAMILY MEMBER OF FKE WARNER M.D., MARK A. 498,798 EMPLOYMENT   No
(31) WILLIAMSON MD ERIC E FAMILY MEMBER OF TRUSTEE WILLIAMSON, MARY J. 783,194 EMPLOYMENT   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) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 8 0  
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 0  
5 Clothing and household
goods .......
X 0  
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 263 14,295,735 MEAN MARKET VALUE
10 Securities—Closely held stock . X 1 0  
11 Securities—Partnership, LLC,
or trust interests ....
X 2 4,482,700 MEAN MARKET VALUE
12 Securities—Miscellaneous .. X 4 11,414 EXPERTS
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential . X 3 460,534 EXPERTS
16 Real estate—Commercial .. X 1 0  
17 Real estate—Other ... X 1 1,120,000 EXPERTS
18 Collectibles .....        
19 Food inventory ... X 1 0  
20 Drugs and medical supplies . X 3 0  
21 Taxidermy ......        
22 Historical artifacts .... X 2 0  
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( OTHER MISC ) X 2 170,364 EXPERTS
26 Other Right pointing arrow large image ( OTHER MISC ) X 78 0  
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
18
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): FOR PURPOSES OF SCHEDULE M, MAYO CLINIC IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B).
PART I, LINE 32B: MAYO CLINIC (MAYO) UTILIZES SEVERAL THIRD PARTIES TO SELL NON-CASH CONTRIBUTIONS. FOR REAL ESTATE GIFTS, MAYO CONTRACTS WITH REALTORS AND BROKERS; FOR STOCK AND SECURITY GIFTS MAYO UTILIZES SEVERAL DIFFERENT BROKERS AND BROKERAGE FIRMS; FOR TANGIBLE PERSONAL PROPERTY, MAYO USES VARIOUS AUCTION OUTLETS DEPENDING ON THE VALUE (I.E. BONHAMS, CHRISTIE'S, SOTHEBY'S, ETC). THESE ARRANGEMENTS ARE ALL FEE AND COMMISSION-BASED.
PART I, LINE 33: MAYO CLINIC RECEIVED CONTRIBUTIONS OF WORKS OF ART DURING THE YEAR WHERE NO REVENUE WAS RECORDED. AS PERMITTED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (SFAS 116), MAYO CLINIC DID NOT RECOGNIZE REVENUE OR CAPITALIZE THE WORKS OF ART. MAYO CLINIC RECEIVED IN-KIND GIFTS (BOOKS/PUBLICATIONS, CLOTHING/HOUSEHOLD GOODS, SUPPLIES, ETC.) THROUGHOUT THE YEAR WHERE NO REVENUE WAS RECORDED AND NO DESCRIPTIVE RECEIPTS WERE ISSUED. REVENUE IS RECOGNIZED ON GIFTS IN-KIND WHEN THE FAIR MARKET VALUE MEETS CAPITALIZATION THRESHOLDS OR WHEN TANGIBLE PERSONAL PROPERTY IS SOLD. DURING THE YEAR MAYO CLINIC RECEIVED SECURITIES OF CLOSELY HELD STOCK WHERE NO REVENUE WAS RECORDED FOR THE YEAR. REVENUE IS RECOGNIZED ON THESE GIFTS WHEN THE FAIR MARKET VALUE MEETS CAPITALIZATION THRESHOLDS OR WHEN THE PROPERTY IS SOLD. SCHEDULE M PART II DURING THE YEAR MAYO CLINIC RECEIVED NON-CASH GIFTS (REAL ESTATE AND SECURITIES) VALUED AT $27,360,625 WHICH WERE IN FULFILLMENT OF PLEDGES RECEIVED AND RECOGNIZED AS REVENUE IN A PRIOR YEAR. AS SUCH, THESE NON-CASH GIFTS ARE NOT REPORTED ON SCHEDULE M, PART I.
Schedule M (Form 990) (2018)

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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Return Reference Explanation
FORM 990 LINE H MAYO CLINIC IS INCLUDED IN A GROUP EXEMPTION. THE GROUP EXEMPTION COVERS MAYO CLINIC (THE CENTRAL ORGANIZATION) AND MAYO CLINIC'S AFFILIATED SUBSIDIARIES (THE SUBORDINATE ORGANIZATIONS). FOR 2018, A GROUP RETURN (MAYO CLINIC GROUP RETURN - EIN: 38-3952644) WAS FILED THAT INCLUDED EIGHTEEN OF MAYO CLINIC'S SUBORDINATE ORGANIZATIONS. IN ACCORDANCE WITH REG. 1.6033-2(D)(5), WITH RESPECT TO THE CENTRAL ORGANIZATION, MAYO CLINIC HAS REPORTED THE INFORMATION REQUIRED BY REG. 1.6033-2(A)(2)(II)(F), (G) AND (H) ON ITS FORM 990 FOR THE 2018 TAX YEAR. THIS IS IN LIEU OF CONSOLIDATING SUCH INFORMATION WITH ITS SUBORDINATE ORGANIZATIONS AND REPORTING SUCH INFORMATION ON THE 2018 MAYO CLINIC GROUP RETURN.
FORM 990, PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS MEDICAL EDUCATION: MEDICAL EDUCATION, RESEARCH TRAINING, CONTINUOUS MEDICAL LIFE-LONG LEARNING AND A COMMITTED QUEST FOR NEW KNOWLEDGE ARE INTEGRAL FUNCTIONS OF MAYO CLINIC. OUR WORLD-RENOWNED EDUCATIONAL PROGRAMS INFORM, INSTRUCT, AND EMPOWER PHYSICIANS, RESEARCHERS, MEDICAL PROFESSIONALS, PATIENTS, STUDENTS AND OUR COMMUNITIES TO IMPROVE PUBLIC HEALTH AND WELL-BEING. THESE PROGRAMS SPAN THE CONTINUUM OF HEALTH CARE AND ENSURE THE MAYO MODEL OF CARE IS PERPETUATED AND SHARED BROADLY. MAYO CLINIC IS COMMITTED TO PROVIDING USEFUL, TIMELY KNOWLEDGE AND SKILLS THAT REFLECT ITS STANDARDS OF EXCELLENCE AND ITS DEDICATION TO FINDING ANSWERS FOR UNMET PATIENT NEEDS: *EDUCATING THE NEXT GENERATION OF PHYSICIANS, MEDICAL RESEARCHERS AND HEALTH PROFESSIONALS WITH TRANSFORMATIVE CURRICULA THAT FOCUSES NOT ONLY ON HELPING THE PATIENT, BUT ALSO IMPROVING THE HEALTH CARE SYSTEM. *SHARING KNOWLEDGE AND INNOVATIVE BEST PRACTICES FREELY IN THE SPIRIT OF COLLABORATION TO ADVANCE THE SCIENCE OF MEDICINE AND THE ART OF COMPASSIONATE, PATIENT-CENTERED CARE. *EMPOWERING PEOPLE TO MANAGE THEIR HEALTH THROUGH PATIENT EDUCATION AND SHARED DECISION-MAKING MEDICAL TRAINING. *SPREADING MAYO'S MEDICAL EXPERTISE, EDUCATION AND RESEARCH FINDINGS THROUGHOUT THE WORLD TO IMPROVE HEALTH CARE FOR ALL. *WORKING COLLABORATIVELY AT A NATIONAL LEVEL TO MODERNIZE AND TRANSFORM MEDICAL EDUCATION TO ADDRESS AREAS SUCH AS IMPROVING HEALTH CARE DELIVERY, PHYSICIAN BURN-OUT, POPULATION HEALTH ISSUES, AND TEAM-BASED CARE. THE EDUCATIONAL ACTIVITIES OF MAYO CLINIC ARE CENTERED IN MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE'S FIVE SCHOOLS: 1. MAYO CLINIC SCHOOL OF GRADUATE MEDICAL EDUCATION IS ONE OF THE NATION'S LARGEST SCHOOLS OF GRADUATE MEDICAL EDUCATION WITH A TOTAL ENROLLMENT OF MORE THAN 1,770 RESIDENT AND FELLOW PHYSICIANS IN TRAINING. MORE THAN 23,500 ALUMNI HAVE BEEN TRAINED SINCE ITS INCEPTION IN 1915. THE SCHOOL TRAINS DOCTORS IN 293 RESIDENCY AND FELLOWSHIP PROGRAMS, REPRESENTING VIRTUALLY EVERY MEDICAL SPECIALTY. NINETY-FOUR PERCENT OF 2017-18 GRADUATES COMPLETED MAYO CLINIC QUALITY ACADEMY TRAINING - A CONCERTED EFFORT TO EDUCATE AND PREPARE TRAINEES TO CONTINUOUSLY EXPLORE WAYS TO IMPROVE PATIENT SAFETY, QUALITY CARE AND ELIMINATE HEALTH DISPARITIES. 2. MAYO CLINIC ALIX SCHOOL OF MEDICINE PROVIDES A FOUR-YEAR MEDICAL EDUCATION PROGRAM LEADING TO DOCTOR OF MEDICINE DEGREES AND JOINT MD/PH.D. DEGREES. AS A NATIONAL MEDICAL SCHOOL, THE SCHOOL HAS APPROXIMATELY 293 M.D. STUDENTS AND 48 M.D.-PH.D. STUDENTS ENROLLED ON THE ROCHESTER, MINNESOTA AND SCOTTSDALE, ARIZONA CAMPUSES. BY 2020, THE SCHOOL WILL DOUBLE IN SIZE WITH A TOTAL OF OVER 400 M.D. STUDENTS ACROSS CAMPUSES. THE INNOVATIVE AND TRANSFORMATIVE CURRICULUM OF MAYO CLINIC ALIX SCHOOL OF MEDICINE FOCUSES ON EDUCATING FUTURE PHYSICIAN LEADERS IN PATIENT-CENTERED, SCIENCE-DRIVEN, TEAM-BASED, HIGH VALUE HEALTH CARE. STUDENTS ACROSS ALL CAMPUSES ARE SOME OF THE FIRST NATIONWIDE TO TRAIN AND FIRST NATIONWIDE TO RECEIVE A SCIENCE OF HEALTH CARE DELIVERY CERTIFICATE IN ADDITION TO A MEDICAL DEGREE. THE INTEGRATED, TRANSFORMATIVE CURRICULUM IS PART OF AN INITIATIVE TO BETTER PREPARE STUDENTS FOR THE CHALLENGES OF DELIVERING PATIENT CARE IN A COMPLEX HEALTH CARE ENVIRONMENT. ADDITIONAL OFFERINGS AT THE SCHOOL INCLUDE VISITING MEDICAL STUDENT CLERKSHIP PROGRAMS AND SUMMER MINORITY MEDICAL STUDENT PROGRAMS. THE SCHOOL, WHICH IS RANKED NO. 9 IN THE NATION FOR BEST MEDICAL SCHOOLS IN RESEARCH TRAINING, CULTIVATES STUDENTS TO CONTINUALLY PURSUE NEW KNOWLEDGE THROUGH DISCOVERY, TRANSLATION AND CLINICAL APPLICATION TO MEET THE NEEDS OF THEIR PATIENTS. MAYO CLINIC ALIX SCHOOL OF MEDICINE STUDENTS PARTICIPATE IN UNDERSERVED AND OUTREACH CARE PROGRAMS, ALONG WITH PRIMARY CARE AND COMMUNITY CARE EXPERIENTIAL LEARNING OPPORTUNITIES NEAR THEIR CAMPUSES AND AT MAYO CLINIC HEALTH SYSTEM SITES. 3. MAYO CLINIC GRADUATE SCHOOL OF BIOMEDICAL SCIENCES HAS A DISTINGUISHED HISTORY OF PREPARING STUDENTS FOR CAREERS AS COMPETITIVE, BASIC AND BIOMEDICAL RESEARCH INVESTIGATORS. THE SCHOOL OFFERS MASTER'S AND DOCTORAL DEGREE PROGRAMS FOCUSING ON SEVEN BIOMEDICAL SPECIALTIES, AS WELL AS ONE OF THE FIRST INTERDISCIPLINARY PROGRAMS IN REGENERATIVE MEDICAL RESEARCH. THE SCHOOL HAS BEEN A PIONEER IN EXPANDING RESEARCH TRAINING OPPORTUNITIES FOR STUDENTS FROM BACKGROUNDS UNDERREPRESENTED IN RESEARCH, INCLUDING VISITING PRE-DOCTORAL AND SUMMER UNDERGRADUATE RESEARCH PROGRAMS WHERE DIVERSE STUDENTS HAVE THE OPPORTUNITY TO WORK WITH WORLD-RENOWNED RESEARCHERS AT MAYO CLINIC CAMPUSES IN ARIZONA, FLORIDA AND MINNESOTA. IN 2018, 309 STUDENTS WERE ENROLLED IN MAYO CLINIC GRADUATE SCHOOL OF BIOMEDICAL SCIENCES. 4. MAYO CLINIC SCHOOL OF HEALTH SCIENCES PREPARES THE ALLIED HEALTH CARE WORKFORCE OF THE FUTURE IN PROGRAMS RANGING FROM A 10-MONTH PHLEBOTOMY CERTIFICATE PROGRAM TO A DOCTORATE IN PHYSICAL THERAPY OR NURSE ANESTHESIA. MORE THAN 1,852 STUDENTS WERE ENROLLED IN THE SCHOOL IN 2018. WITH CAMPUSES IN MINNESOTA, FLORIDA AND ARIZONA, THE SCHOOL PREPARES STUDENTS IN 145 PROGRAMS REPRESENTING OVER 60 HEALTH SCIENCE CAREERS. THE SCHOOL ALSO PROVIDES CLINICAL INTERNSHIPS FOR HUNDREDS OF AFFILIATED SCHOOLS. NEARLY 500 FACULTY MEMBERS ENSURE EVERY STUDENT RECEIVES EXTENSIVE PERSONALIZED TRAINING. 5. MAYO CLINIC SCHOOL OF CONTINUOUS PROFESSIONAL DEVELOPMENT PROVIDES A COMPREHENSIVE SELECTION OF CLINICAL, SURGICAL, ALLIED HEALTH AND RESEARCH COURSES, AS WELL AS PROGRAMS ON HEALTH CARE ISSUES, PRACTICE MANAGEMENT AND LEADERSHIP, TO HEALTH CARE PROFESSIONALS THROUGHOUT THE WORLD. IN 2018, THE SCHOOL PROVIDED CONTINUING EDUCATION ACTIVITIES TO MORE THAN 127,000 PARTICIPANTS. OF THOSE, APPROXIMATELY 70 PERCENT OF TOTAL PARTICIPANTS WERE NON-MAYO ATTENDEES. IN ADDITION TO ITS FORMAL PROGRAMS IN EDUCATION, SEVERAL INITIATIVES ENABLE MAYO CLINIC TO IMPROVE QUALITY AND PATIENT SAFETY, SHARE KNOWLEDGE, AND ENHANCE THE AVAILABILITY OF MEDICAL INFORMATION. THESE INCLUDE MAYO CLINIC'S "ASK MAYO EXPERT," AN ELECTRONIC DATABASE THAT ALLOWS MAYO CLINIC PHYSICIANS TO SHARE THEIR MOST UP-TO-DATE MEDICAL KNOWLEDGE. PHYSICIANS CAN SEARCH FOR DISEASES, TREATMENTS AND CLINICAL TRIAL INFORMATION QUICKLY AND EASILY. NEW CARE PROCESS MODELS WITHIN "ASK MAYO EXPERT" PROVIDE INTERACTIVE ALGORITHMS THAT DEMONSTRATE BEST PRACTICE FOR PHYSICIANS AND PROVIDE PHYSICIANS WITH A LIST OF COLLEAGUE EXPERTS SPECIFIC TO THEIR QUERY. A MOBILE VERSION IS AVAILABLE FOR APPLE IPHONE, IPAD AND IPOD TOUCH. MAYO CLINIC ALSO HAS A QUALITY ACADEMY THAT OFFERS INDIVIDUAL AND TEAM-BASED CLASSES FOR MAYO CLINIC STAFF TO LEARN QUALITY IMPROVEMENT TOOLS AND THEIR APPLICATION. THE SCIENCE OF QUALITY IMPROVEMENT IS EMBEDDED WITHIN THE CURRICULUM AND INCLUDES LEARNING HOW TO IDENTIFY AND MEASURE HEALTH CARE QUALITY, PINPOINT, IDENTIFY, AND REDUCE WASTE OR REDUNDANCIES AND IMPROVE WORK FLOW, EFFICIENCY, AND PATIENT SAFETY. THROUGHOUT MAYO CLINIC, FROM FRONT-LINE STAFF TO CEO, STAFF ARE ENCOURAGED AND EMPOWERED TO APPLY THIS TRAINING AND IMPLEMENT QUALITY PROJECTS TO IMPROVE THEIR WORK, PATIENT CARE, AND STAFF OR PATIENT SAFETY. ALL MAYO CLINIC LEADERS, MANAGERS, AND SUPERVISORS ARE CHARGED WITH COMPLETING BRONZE CERTIFICATION IN THE MAYO QUALITY FELLOWS PROGRAM AND ARE HIGHLY ENCOURAGED TO REACH SILVER CERTIFICATION IN THAT PROGRAM. TO DATE, MORE THAN 38,000 OF MAYO'S 65,000 EMPLOYEES ARE BRONZE QUALITY FELLOWS AND OVER 7,150 ARE SILVER QUALITY FELLOWS. MAYO CLINIC'S MULTIDISCIPLINARY SIMULATION CENTERS IN ARIZONA, FLORIDA, AND MINNESOTA ENABLE STATE-OF-THE-ART SIMULATION TRAINING FOR REAL-LIFE PATIENT CARE SITUATIONS, GIVING HEALTH CARE PROFESSIONALS, RESIDENTS, FELLOWS, AND STUDENTS AN UNPRECEDENTED OPPORTUNITY TO REFINE AND PERFECT SKILLS AND TEAM INTERACTIONS ON PATIENT ACTORS AND TECHNICALLY-ADVANCED MANNEQUINS THAT CAN IMITATE ALL THE CHALLENGES OF REAL PATIENTS. OUTSIDE ORGANIZATIONS AND COMMUNITY GROUPS, SUCH AS MILITARY, FIRST RESPONDERS, FIREFIGHTERS AND DISASTER RESPONSE TEAMS ARE GIVEN THE OPPORTUNITY TO TRAIN AT MAYO CLINIC'S SIMULATION CENTERS. MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE ALSO HAS INITIATED MAYO CLINIC EDUCATION PLATFORMS TO DEVELOP AND DELIVER ONLINE EDUCATIONAL OPPORTUNITIES FOR BROAD DISTRIBUTION OF CONTINUING MEDICAL EDUCATION, FACULTY DEVELOPMENT, STUDENT EDUCATION AND FUTURE PATIENT EDUCATION. VIDEO SEMINARS AND ONLINE LEARNING MODULES PROVIDE CONSISTENT KNOWLEDGE DELIVERY ACROSS MULTI-SPECIALTIES AND ALLOW FOR MORE INTERACTIVE FACULTY/STUDENT PARTICIPATION IN THE CLASSROOM SETTING. ONLINE LEARNING ALSO FACILITATES THE ABILITY FOR MAYO CLINIC TO SHARE AND EXPAND THE LATEST MEDICAL KNOWLEDGE AND INNOVATIVE LEARNING OPPORTUNITIES WITH OTHERS OUTSIDE MAYO CLINIC.
FORM 990, PART III, LINE 4A ANOTHER INITIATIVE IMPLEMENTED THROUGH MAYO CLINIC COLLEGE OF MEDICINE AND SCIENCE IS THE OFFICE OF APPLIED SCHOLARSHIP AND EDUCATION SCIENCE (OASES). THIS INNOVATIVE OFFICE PROVIDES EXPERTISE AND SUPPORT IN FACULTY DEVELOPMENT, EDUCATION EVALUATION AND PRINCIPLES AND PRACTICES OF EDUCATION SCIENCE TO ENSURE THE HIGHEST QUALITY OF EDUCATION DELIVERY WITHIN EACH OF THE SCHOOLS WITHIN THE COLLEGE. THE COLLEGE HAS ALSO IMPLEMENTED AN ACADEMY OF EDUCATIONAL EXCELLENCE TO DEVELOP AND RECOGNIZE EDUCATORS TO BETTER PREPARE LEARNERS TO ADVANCE SCIENCE, MEET PATIENTS' NEEDS AND SERVE AS TRANSFORMATIVE LEADERS IN HEALTH CARE. MAYO CLINIC'S SOCIAL MEDIA NETWORK - THE FIRST OF ITS KIND FOCUSED ON HEALTH CARE - IS A NETWORK OF HEALTH CARE ORGANIZATIONS, HOSPITALS AND MEDICAL PROFESSIONALS COMMITTED TO BROADER AND DEEPER ENGAGEMENT IN SOCIAL MEDIA TO HELP IMPROVE HEALTH CARE LITERACY, HEALTH CARE DELIVERY AND POPULATION HEALTH WORLDWIDE. IN 2018 MAYO CLINIC ENGAGED WITH MORE THAN 20 MILLION PEOPLE THROUGH SOCIAL MEDIA CHANNELS. MAYO CLINIC LIBRARIES REFLECT AN INTEGRATED SYSTEM OF LIBRARIES, KNOWLEDGE CENTERS AND ARCHIVES INCLUDING EXTENSIVE ONLINE RESOURCES AND EFFICIENT DELIVERY SYSTEMS. THE BREADTH AND DEPTH OF THESE RESOURCES AND THEIR INTEGRATION USING COMMON ONLINE MANAGEMENT SYSTEMS AND A KNOWLEDGE PORTAL MAKES THE MAYO CLINIC LIBRARIES AMONG THE MOST COMPREHENSIVE IN NORTH AMERICA. SPECIAL COLLECTIONS INCLUDE HOSPITAL-BASED PATIENT LIBRARIES SUPPORTING THE NEEDS OF HOSPITALIZED PATIENTS AND THEIR FAMILIES. MAYO CLINIC LIBRARIES SUPPORT EMPLOYEES, RESEARCHERS, FACULTY AND STUDENTS IN THEIR CARE OF PATIENTS AND BIOMEDICAL RESEARCH WITH A NETWORK OF ONLINE AND PRINT RESOURCES. MAYO LIBRARIES PARTICIPATE IN REGIONAL AND NATIONAL INTERLIBRARY LOAN NETWORKS INCLUDING THE NATIONAL NETWORK OF LIBRARIES OF MEDICINE. ALL OF THESE EDUCATIONAL EFFORTS TO DISCOVER, DELIVER, EXPAND AND SHARE MEDICAL KNOWLEDGE PROMOTE MAYO'S CLINIC'S ABILITY TO PERPETUATE THE HIGHEST QUALITY AND SAFETY IN PATIENT CARE.
FORM 990, PART III, LINE 4B PATIENT CARE: MAYO CLINIC IS THE FIRST AND LARGEST INTEGRATED, NOT-FOR-PROFIT MEDICAL GROUP PRACTICE IN THE WORLD. ITS STANDARD OF CARE BRINGS TOGETHER TEAMS OF EXPERTS TO PROVIDE HIGH-QUALITY, AFFORDABLE AND COMPASSIONATE CARE TO EACH PATIENT CONSISTENT WITH MAYO CLINIC'S PRIMARY VALUE - "THE NEEDS OF THE PATIENT COME FIRST." MAYO CLINIC'S MISSION IS "TO INSPIRE HOPE AND CONTRIBUTE TO HEALTH AND WELL-BEING BY PROVIDING THE BEST CARE TO EVERY PATIENT THROUGH INTEGRATED CLINICAL PRACTICE, EDUCATION AND RESEARCH." MAYO CLINIC'S HERITAGE OF COLLABORATIVE MEDICAL EXPERTISE IS COMBINED WITH CAREFUL ATTENTION TO INDIVIDUAL PATIENT NEEDS, RESULTING IN A THOROUGH AND PERSONAL APPROACH TO HEALTH CARE. TO ACCOMPLISH ITS MISSION, MAYO CLINIC NOT ONLY PROVIDES A VARIETY OF PROGRAMS IN DIRECT PATIENT CARE, MEDICAL EDUCATION AND RESEARCH, BUT ALSO SERVES AS THE PARENT ORGANIZATION OF A MULTI-ENTITY ORGANIZATION CONSISTING OF HOSPITALS, CLINICS, HEALTH CARE PROVIDERS AND OTHER ENTITIES PROVIDING HEALTH CARE-RELATED SERVICES AND KNOWLEDGE DELIVERY TO THE PUBLIC THROUGHOUT THE WORLD. IN ROCHESTER, MAYO CLINIC WORKS COLLABORATIVELY WITH MAYO CLINIC HOSPITAL - ROCHESTER, AN AFFILIATED ENTITY COMPRISED OF SAINT MARYS CAMPUS AND METHODIST CAMPUS TO FORM AN INTEGRATED MEDICAL CENTER DEDICATED TO PROVIDING COMPREHENSIVE DIAGNOSIS AND TREATMENT IN VIRTUALLY EVERY MEDICAL AND SURGICAL SPECIALTY. MAYO CLINIC IS ALSO THE SOLE MEMBER OF MAYO CLINIC ARIZONA AND MAYO CLINIC JACKSONVILLE WHICH PROVIDE SERVICES TO PATIENTS IN THE SOUTHWEST AND SOUTHEAST REGIONS OF THE UNITED STATES. IN THE MIDWEST, MAYO CLINIC HEALTH SYSTEM SERVES MORE THAN 60 COMMUNITIES IN MINNESOTA, WISCONSIN, AND IOWA THROUGH A NETWORK OF COMMUNITY-BASED PHYSICIANS TO PROVIDE QUALITY HEALTH CARE CLOSE TO HOME, AND ALSO SUPPORTED BY THE HIGHLY SPECIALIZED EXPERTISE AND RESOURCES OF MAYO CLINIC. UTILIZING COMMON GOVERNANCE, SHARED SYSTEMS AND STANDARDIZED POLICIES AND PROCEDURES WHENEVER POSSIBLE, MAYO CLINIC STRIVES TO PROVIDE CONSISTENT, HIGH QUALITY HEALTH CARE SERVICES AND KNOWLEDGE DELIVERY WITHIN EVERY ASPECT OF CARE. A 31 MEMBER BOARD OF TRUSTEES COMPRISED OF A MAJORITY OF PUBLIC MEMBERS ALONG WITH MAYO PHYSICIANS AND ADMINISTRATORS ENSURE THE ENTIRE ORGANIZATION REMAINS TRUE TO ITS MISSION AND CULTURE OF PROVIDING FOR THE HEALTH CARE NEEDS OF THE PUBLIC RATHER THAN FOR PRIVATE BENEFIT. PATIENT CARE ADVANCED THROUGH EDUCATION AND RESEARCH IS THE FOUNDATION OF MAYO CLINIC'S MISSION. EACH YEAR, PEOPLE FROM ALL 50 STATES AND MORE THAN 135 COUNTRIES COME TO MAYO CLINIC FOR CARE. IN ROCHESTER, OVER 35,000 PATIENT CARE PHYSICIANS, RESIDENTS AND ALLIED HEALTH STAFF PROVIDED SERVICES FOR MORE THAN 1.2 MILLION OUTPATIENT VISITS IN 2018. MAYO CLINIC PROVIDES CARE TO PEOPLE COVERED BY GOVERNMENTAL PROGRAMS SUCH AS 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. IN 2018, THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICAID AND MINNESOTA CARE (A PROGRAM THAT PROVIDES MEDICAL ASSISTANCE FOR LOW INCOME POPULATIONS) WAS APPROXIMATELY $218,517,000. THIS AMOUNT INCLUDES $43,907,000 PAID TO MINNESOTACARE. THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICARE WAS APPROXIMATELY $1,182,643,000 AND THE COST OF CHARITY CARE PROVIDED IN 2018 WAS APPROXIMATELY $22,974,000. IN 2018, WITH SYSTEM-WIDE REVENUES OF $12.6 BILLION, MAYO CLINIC AND ITS AFFILIATES PROVIDED $589 MILLION IN CARE TO PEOPLE IN NEED. THIS TOTAL INCLUDES $78 MILLION IN CHARITY CARE AND $511 MILLION IN UNPAID PORTIONS OF MEDICAID AND OTHER INDIGENT CARE PROGRAMS FOR PEOPLE WHO ARE UNINSURED OR UNDERINSURED. MAYO ALSO PROVIDED $2.2 BILLION IN UNPAID PORTIONS OF MEDICARE AND OTHER SENIOR PROGRAMS. MORE THAN 54 PERCENT OF MAYO'S TOTAL MEDICAL SERVICES PROVIDED ARE FOR MEDICARE AND MEDICAID PATIENTS. MAYO CLINIC AND ITS AFFILIATES CONTRIBUTED MORE THAN $6 MILLION IN CASH AND IN-KIND DONATIONS TO LOCAL COMMUNITIES. MAYO CLINIC IS RECOGNIZED FOR HIGH-QUALITY PATIENT CARE MORE OFTEN THAN ANY OTHER ACADEMIC MEDICAL CENTER IN THE NATION. THESE ENDORSEMENTS REINFORCE ITS CENTURY-OLD COMMITMENT TO PROVIDE THE HIGHEST QUALITY CARE TO EACH PATIENT EVERY DAY. ALTHOUGH NO SINGLE SET OF MEASURES CAN PERFECTLY REPRESENT HEALTH CARE QUALITY, MAYO CLINIC IS PROUD TO BE RECOGNIZED. THE FOLLOWING ORGANIZATIONS RECOGNIZE MAYO CLINIC FOR HIGH LEVELS OF QUALITY AND SAFETY: * U.S. NEWS & WORLD REPORT BEST HOSPITAL IN THE NATION AND NO. 1 IN MORE SPECIALTIES THAN ANY OTHER HOSPITAL * 2018 BERNARD A. BIRNBAUM, M.D. QUALITY LEADERSHIP AWARD NO. 1 RANKING AMONG 99 ACADEMIC MEDICAL CENTERS * CENTERS FOR MEDICARE AND MEDICAID SERVICES AWARDED 14 MAYO CLINIC HOSPITALS WITH 5 STARS (THEIR HIGHEST SCORE) FOR OVERALL HOSPITAL QUALITY * FOUR MAYO CLINIC HOSPITALS WERE RECOGNIZED WITH PRESS GANEY'S 2018 GUARDIAN OF EXCELLENCE AND PINNACLE OF EXCELLENCE AWARDS FOR EXTRAORDINARY ACHIEVEMENTS IN PATIENT EXPERIENCE. * FORTUNE'S "100 BEST COMPANIES TO WORK FOR" * DIVERSITY INC TOP HOSPITAL AND HEALTH SYSTEM MAYO CLINIC OFFERS BOTH SPECIALTY AND PRIMARY CARE IN ITS COMMUNITY PRACTICES AND CREATED A POPULATION HEALTH OFFICE IN 2013. IT IS THE CHARGE OF MAYO'S POPULATION HEALTH COMMITTEE TO TRANSFORM THE WAY COMMUNITY CARE IS DELIVERED AND IMPROVE PATIENT OUTCOMES WHILE REDUCING THE OVERALL TOTAL COST OF CARE. POPULATION HEALTH AT MAYO COORDINATES EXISTING PRACTICE MODELS WITH TRANSFORMATIONAL INITIATIVES TO BETTER ENGAGE PATIENTS, KEEP THEM HEALTHY, SUPPORT PATIENT WELLNESS GOALS AND HELP PATIENTS TO BETTER MANAGE CHRONIC ILLNESSES. THE PRACTICE CHANGE INITIATIVES DEVELOPED, TESTED AND IMPLEMENTED THROUGH THE MAYO MODEL OF COMMUNITY CARE (MMOCC) ARE AIMED AT IMPROVING THE QUALITY OF LIFE FOR PATIENTS, REDUCING OVERALL HEALTH CARE COSTS AND BUILDING A SUSTAINABLE PRACTICE MODEL THAT TRULY SUPPORTS THE NEEDS OF COMMUNITY PATIENTS. THE MAYO CLINIC CARE NETWORK CONSISTS OF INDEPENDENT HEALTH-CARE ORGANIZATIONS THAT SHARE A COMMON GOAL OF IMPROVING DELIVERY OF HEALTH CARE IN THEIR COMMUNITIES THROUGH HIGH-QUALITY, DATA DRIVEN AND EVIDENCE BASED MEDICAL CARE. MEMBERS OF THE NETWORK HAVE ACCESS TO MAYO CLINIC KNOWLEDGE, COLLABORATION TOOLS, DISEASE MANAGEMENT PROTOCOLS, CLINICAL CARE GUIDELINES, TREATMENT RECOMMENDATIONS, PATIENT EDUCATION MATERIALS AND CONTINUING MEDICAL EDUCATION OPPORTUNITIES. THE MAIN GOAL OF THE NETWORK IS TO HELP PEOPLE GAIN THE BENEFITS OF MAYO CLINIC EXPERTISE WITHOUT HAVING TO TRAVEL TO A MAYO CLINIC FACILITY. BY THE END OF 2018, THE MAYO CLINIC CARE NETWORK CONSISTED OF MORE THAN 40 MEMBERS LOCATED ACROSS THE UNITED STATES AND IN PUERTO RICO, MEXICO, UNITED ARAB EMIRATES AND SINGAPORE.
FORM 990, PART III, LINE 4C RESEARCH: MAYO CLINIC IS ONE OF THE PREMIER MEDICAL RESEARCH ORGANIZATIONS IN THE WORLD. INNOVATION AND IMPROVEMENT OF SCIENCE AND THE DELIVERY OF HEALTH CARE ARE ENHANCED THROUGH MAYO CLINIC'S RESEARCH PROGRAMS. CLINICAL PRACTICE OBSERVATIONS BECOME THE BASIS FOR RESEARCH STUDIES AND THE FINDINGS FROM RESEARCH FLOW BACK INTO THE PRACTICE TO IMPROVE PATIENT CARE AND OUTCOMES. PHYSICIAN/RESEARCHERS AND CAREER SCIENTISTS WORK IN TANDEM TO ADVANCE MEDICINE AND TO IMPROVE THE HEALTH AND WELLBEING OF NOT JUST MAYO CLINIC PATIENTS, BUT ALSO THE PUBLIC AT LARGE, AS THESE FINDINGS ARE DISSEMINATED WORLDWIDE. RESEARCH AT MAYO CLINIC INVOLVES THOUSANDS OF MEDICAL PROFESSIONALS COMMITTED TO SEARCHING FOR ANSWERS TO COMPLEX MEDICAL PROBLEMS WITH THE GOAL OF BRINGING NEW SOLUTIONS AND ADVANCED CARE RAPIDLY TO PATIENTS THROUGHOUT THE WORLD. IN 2018, 254 FULL-TIME SCIENTIFIC FACULTY MEMBERS, 766 PHYSICIANS AND 4,027 FULL-TIME RESEARCH PERSONNEL WERE ACTIVELY ENGAGED IN RESEARCH ACTIVITIES. THESE ACTIVITIES INCLUDE BASIC SCIENCE RESEARCH, CLINICAL TRIALS, TRANSLATIONAL RESEARCH AND HUMAN RESEARCH STUDIES. DURING 2018, MORE THAN 9,275 RESEARCH AND REVIEW ARTICLES BASED ON MAYO CLINIC RESEARCH WERE PUBLISHED IN PEER-REVIEWED JOURNALS. ALSO IN 2018 THERE WERE MORE THAN 12,760 ACTIVE HUMAN RESEARCH STUDIES AND 3,067 NEW HUMAN STUDIES WERE APPROVED BY THE INSTITUTIONAL REVIEW BOARD. THROUGH MAYO CLINIC'S CENTER FOR CLINICAL AND TRANSLATIONAL SCIENCE, MAYO CLINIC COLLABORATES WITH DIVERSE COMMUNITY MEMBERS TO HELP COMMUNITY MEDICAL PROVIDERS INCORPORATE PRACTICE-BASED AND RESEARCH-BASED KNOWLEDGE TO IMPROVE OVERALL COMMUNITY HEALTH OUTCOMES AND ELIMINATE HEALTH DISPARITIES. ONE CRITICAL COMPONENT OF MAYO CLINIC'S RESEARCH EFFORTS IS THE ROCHESTER EPIDEMIOLOGY PROJECT, A COLLABORATION THAT LINKS TOGETHER NEARLY ALL OF THE MEDICAL RECORDS OF THE RESIDENTS OF OLMSTED COUNTY IN MINNESOTA. THIS UNIQUE DATABASE PROVIDES AN EXTENSIVE DATA REPOSITORY OF MEDICAL CARE DELIVERED TO COMMUNITY RESIDENTS FOR OVER HALF A CENTURY AND IS VIRTUALLY UNPARALLELED IN THE UNITED STATES. MAYO CLINIC IS ALSO IMPROVING PATIENT CARE WITH THE ACTIVITIES OF ITS ROBERT D. AND PATRICIA E. KERN CENTER FOR THE SCIENCE OF HEALTH CARE DELIVERY, THE CENTER FOR INDIVIDUALIZED MEDICINE AND THE CENTER FOR REGENERATIVE MEDICINE. THESE STRATEGIC CENTERS ARE CHANGING HOW MEDICINE IS PRACTICED THROUGH DIRECT APPLICATION OF INNOVATIONS AND BEST PRACTICES. THE REGENERATIVE AND INDIVIDUALIZED MEDICINE CENTERS ARE ACTIVELY PURSUING ANSWERS TO COMPLEX CLINICAL PROBLEMS THROUGH CUTTING EDGE METHODOLOGIES. FUNDING OF RESEARCH ACTIVITIES AT MAYO CLINIC COMES FROM GRANTS AND CONTRACTS AS WELL AS FROM MAYO FUNDS AND GIFTS FROM GENEROUS BENEFACTORS.
FORM 990, PART VI, SECTION A, LINE 1 BETWEEN MEETINGS OF MAYO CLINIC'S BOARD OF TRUSTEES, MAYO CLINIC'S BYLAWS DELEGATE TO THE MAYO CLINIC BOARD OF GOVERNORS, AN EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, BROAD AUTHORITY TO EXERCISE THE POWERS OF THE BOARD OF TRUSTEES WITHIN CERTAIN LIMITATIONS OF TIME AND TOPIC.
FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUAL(S) IS/ARE EMPLOYED BY A RELATED ORGANIZATION: DAHLEN, DENNIS E., UHLENKAMP, SUSAN M., NOSEWORTHY M.D., JOHN H., NORBY, MARK L., MURPHY, JOSHUA B., HUBERT, SHERRY L., HOFFMAN III, HARRY N., HARPER JR., M.D., CHARLES M., GOSTOUT M.D., BOBBIE S., GORMAN, PAUL A., FROISLAND, JEFFREY R., FRANCIS, JAMES R., FARRUGIA M.D., GIANRICO, DECKER M.D., WYATT W., BROWN, WILLIAM A., BOLTON, JEFFREY W., WEBER, JOAN A., RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL(S) WHO IS/ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: ZORN, CHRISTINA K., MENKOSKY, PAULA E., MURPHY, JOSHUA B., HUBERT, SHERRY L., HOFFMAN III, HARRY N., FROISLAND, JEFFREY R., FRANCIS, JAMES R., BROWN, WILLIAM A., THE FOLLOWING INDIVIDUAL(S) IS/ARE EMPLOYED BY A RELATED ORGANIZATION: MENKOSKY, PAULA E., KRAHN M.D., LOIS E., RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL(S) WHO IS/ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: MENKOSKY, PAULA E., KRAHN M.D., LOIS E., DECKER M.D., WYATT W., FROISLAND, JEFFREY R., THE FOLLOWING INDIVIDUAL(S) IS/ARE EMPLOYED BY A RELATED ORGANIZATION: ZORN, CHRISTINA K., LOCKETT, KEVIN M., BUSKIRK M.D., STEVEN J., RESULTING IN A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUAL(S) WHO IS/ARE ASSOCIATED WITH THE RELATED ORGANIZATION AS AN OFFICER, DIRECTOR, OR TRUSTEE: ZORN, CHRISTINA K., LOCKETT, KEVIN M., FARRUGIA M.D., GIANRICO, BUSKIRK M.D., STEVEN J., ********************** HOFFMAN III, HARRY N., HAEFLINGER, RICKY J., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF BWL HOLDINGS, INC, A RELATED TAXABLE ENTITY. HUBERT, SHERRY L., HAYES M.D., DAVID L., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO CLINIC SUPPORT SERVICES, TEXAS, A RELATED TAXABLE ENTITY. MENKOSKY, PAULA E., FROISLAND, JEFFREY R., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION, A RELATED TAXABLE ENTITY. DAHLEN, DENNIS E., MURPHY, JOSHUA B., HUBERT, SHERRY L., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO HOLDING COMPANY, A RELATED TAXABLE ENTITY. DAHLEN, DENNIS E., HOFFMAN III, HARRY N., FROISLAND, JEFFREY R., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO INSURANCE COMPANY, LTD, A RELATED TAXABLE ENTITY. WILLIAMSON, MARY J., BOLTON, JEFFREY W., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF RESOUNDANT, INC, A RELATED TAXABLE ENTITY. UHLENKAMP, SUSAN M., HOFFMAN III, HARRY N., HAEFLINGER, RICKY J., HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF LATIGO PETROLEUM, A RELATED TAXABLE ENTITY. MULALLY, ALAN R. SCHMIDT, ERIC E. SERVE AS AN OFFICER, DIRECTOR, OR TRUSTEE OF MAYO CLINIC AND HAVE A BUSINESS RELATIONSHIP WITH GOOGLE, INC./ALPHABET.
FORM 990, PART VI, SECTION A, LINE 3 MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH AND OTHER RELATED COMPANIES PROVIDE MANAGEMENT SERVICES TO THE ENTIRE SYSTEM OF ENTITIES WHICH WOULD INCLUDE THE FILING ORGANIZATION. SINCE THE ENTITIES ARE RELATED ORGANIZATIONS, COMPENSATION FOR THE OFFICERS, DIRECTORS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES HAS BEEN DISCLOSED IN PART VII AND SCHEDULE J AS REQUIRED.
FORM 990, PART VI, SECTION A, LINE 4 MAY 2018 AMENDMENT AMENDMENT IS SPECIFIC TO VARIOUS COMMITTEES CREATED BY THE BYLAWS. FINANCE AND INVESTMENT COMMITTEES WERE COMBINED AND WERE RENAMED THE FINANCE AND INVESTMENT COMMITTEE. BUSINESS DEVELOPMENT COMMITTEE WAS RENAMED AS THE BUSINESS DEVELOPMENT AND MARKETING COMMITTEE. ADDITIONAL DUTIES OF THE COMMITTEE INCLUDE REVIEWING AND MAKING RECOMMENDATIONS REGARDING MAYO CLINIC'S BRAND AND ENSURING THAT BRAND/MARKETING STRATEGIES ARE ALIGNED WITH BUSINESS/STRATEGIC GOALS. INFORMATION MANAGEMENT AND TECHNOLOGY OVERSIGHT COMMITTEE RENAMED INFORMATION MANAGEMENT AND TECHNOLOGY GOVERNANCE COMMITTEE. AUGUST 2018 AMENDMENT THE DESCRIPTION AND THRESHOLD REGARDING SUBSIDIARY EXPENDITURES OVER WHICH MAYO CLINIC HAS RESERVED POWER WERE MODIFIED.
FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY MAYO CORPORATE TAX WITH ASSISTANCE FROM ACCOUNTING STAFF. THE TAX RETURN GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE CORPORATE TAX UNIT AND IS REVIEWED BY THE TAX DIRECTOR. IT IS THEN REVIEWED BY THE CHAIR OF FINANCE MAYO CLINIC IN THE MIDWEST, CHAIR OF FINANCIAL AND ACCOUNTING SERVICES, CHAIR AND VICE CHAIR OF FINANCIAL REPORTING, THE CHIEF FINANCIAL OFFICER, THE CHAIR OF DEVELOPMENT, GENERAL COUNSEL, THE CHIEF ADMINISTRATIVE OFFICER, AND THE CHIEF EXECUTIVE OFFICER. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF MAYO CLINIC'S GOVERNING BODY VIA US MAIL, E-MAIL, OR DISTRIBUTION AT A BOARD MEETING. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12C MAYO CLINIC AND ITS AFFILIATES HAVE A COMPREHENSIVE CONFLICT OF INTEREST POLICY APPLICABLE TO ALL OF THE AFFILIATED ENTITIES AND TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES OF THOSE ENTITIES. ALL CURRENT AND FORMER OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES WHO WE ANTICIPATE WILL BE LISTED ON A FORM 990 ARE ASKED TO COMPLETE AN "ANNUAL TAX AND COMPLIANCE DISCLOSURE" FORM. THIS INFORMATION IS REVIEWED BY BOTH THE CORPORATE TAX DEPARTMENT AND THE OFFICE OF CONFLICT OF INTEREST REVIEW. ALL DISCLOSURES OF CURRENT OR PROPOSED ACTIVITY THAT REQUIRE ACTION UNDER THE POLICY ARE THE SUBJECT OF ONGOING REVIEW AND ACTION THROUGH THE OFFICE OF CONFLICT OF INTEREST REVIEW AND THE CONFLICT OF INTEREST REVIEW BOARD. INVOLVED INDIVIDUALS ARE INFORMED OF ALL REQUIRED ACTION. MANY TYPES OF RELATIONSHIPS THAT COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED. OTHER TYPES OF RELATIONSHIPS ARE PERMITTED SUBJECT TO COMPLIANCE WITH THE MANAGEMENT PLAN ESTABLISHED BY THE CONFLICT OF INTEREST REVIEW BOARD. A COMMON MANAGEMENT STRATEGY FOR PERMITTED ACTIVITIES IS TO REQUIRE BILATERAL RECUSAL AND APPROPRIATE DOCUMENTATION IN THE MINUTES OF MAYO CLINIC (AND/OR AFFILIATE) AND THE OUTSIDE ENTITY. ADDITIONAL CONFLICT OF INTEREST POLICIES AND PROCEDURES EXIST FOR CERTAIN ENTITIES CONCERNING RESEARCH CONTRACTS AND OTHER TYPES OF POTENTIAL CONFLICTS. THIS POLICY APPLIES TO THE ORGANIZATION'S DISREGARDED ENTITIES.
FORM 990, PART VI, SECTION B, LINE 15B MAYO CLINIC AND ITS AFFILIATES HAVE A COORDINATED PROCESS FOR REVIEWING AND APPROVING COMPENSATION AND BENEFITS FOR EXECUTIVE LEADERSHIP, PHYSICIANS, SCIENTISTS, ATTORNEYS, 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 COMPENSATION AND BENEFITS OF THE CHIEF EXECUTIVE OFFICER (CEO) WAS REVIEWED AND APPROVED BY THE PROCESS DESCRIBED BELOW FOR EXECUTIVE LEADERSHIP. THE COMPENSATION AND BENEFIT PROGRAM OF SEVERAL OTHER OFFICERS, KEY EMPLOYEES AND TRUSTEES WERE REVIEWED AND APPROVED BY THE PROCESS DESCRIBED BELOW FOR PHYSICIANS, SCIENTISTS, ATTORNEYS, AND SENIOR ADMINISTRATIVE LEADERSHIP. THE COMPENSATION AND BENEFITS OF EXECUTIVE LEADERSHIP, PHYSICIANS, SCIENTISTS, ATTORNEYS, AND SENIOR ADMINISTRATIVE 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 EXECUTIVE LEADERSHIP, PHYSICIANS, SCIENTISTS, ATTORNEYS AND CERTAIN SENIOR ADMINISTRATIVE LEADERSHIP FROM ALL CAMPUSES (INCLUDING ALL PERSONS BELIEVED TO BE DISQUALIFIED PERSONS). THIS PROCESS ESTABLISHES ACCEPTABLE RANGES FOR VARIOUS POSITIONS, LEVELS, AND SPECIALTIES. THE COMMITTEE USES COMPARABILITY DATA (INCLUDING THIRD-PARTY BENCHMARKING SURVEYS) IN ITS REVIEW AND DOCUMENTS DECISIONS IN ITS MINUTES. IN ADDITION, THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE DIRECTLY RETAINS AN INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANT TO PROVIDE RELEVANT, CONTEMPORANEOUS BENCHMARK INFORMATION FOR A SMALL GROUP OF EXECUTIVE LEADERSHIP AND SENIOR PHYSICIAN POSITIONS FOR WHICH AN INDIVIDUALIZED REVIEW AND RECOMMENDATION IS MADE.
FORM 990, PART VI, SECTION C, LINE 19 MAYO CLINIC'S ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE SECRETARY OF STATE'S OFFICE OR UPON REQUEST FROM MAYO CLINIC. BYLAWS AND OTHER GOVERNANCE DOCUMENTS ARE AVAILABLE UPON REQUEST FOR PURPOSES THAT MAYO CLINIC DEEMS APPROPRIATE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON MAYO CLINIC'S WEBSITE OR UPON REQUEST. MAYO CLINIC'S CONSOLIDATED FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE AVAILABLE UPON REQUEST OR THROUGH THE MINNESOTA ATTORNEY GENERAL'S OFFICE.
FORM 990, PART IX, LINE 11G I/C PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 145,849,443. MANAGEMENT AND GENERAL EXPENSES 894,532,570. FUNDRAISING EXPENSES 4,954,430. TOTAL EXPENSES 1,045,336,443. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 255,914,769. MANAGEMENT AND GENERAL EXPENSES 12,171,114. FUNDRAISING EXPENSES 4,503,290. TOTAL EXPENSES 272,589,173.
FORM 990, PART XI, LINE 9: RETURN OF CAPITAL FROM TAXABLE SUBSIDIARY 4,000,000. PENSION-POST RETIREMENT (PER FASB ASC 715) 459,438,496. LOSSES ON UNCOLLECTIBLE PLEDGES -1,574,181. REFUNDS OF CONTRIBUTIONS -35,259.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" 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

(1) JOHN E HERMAN HOME AND TREATMENT FACILITY LLC
200 FIRST STREET SW
ROCHESTER,MN55905
82-4183345
RESIDENTIAL RECOVERY AND TREATMENT FACILITY MN 238,745 7,096,876 MAYO CLINIC
 
(2) MAYO CLINIC COMMUNITY ACO LLC
200 FIRST STREET SW
ROCHESTER,MN55905
83-0610557
ACCOUNTABLE CARE ORGANIZATION MN 0 -34,778 MAYO CLINIC
 
(3) MAYO COLLABORATIVE SERVICES LLC
200 FIRST STREET SW
ROCHESTER,MN55905
41-1346366
REFERENCE LAB SERVICES MN 735,064,690 181,055,885 MAYO CLINIC
 
(4) MC INTERNATIONAL LLC
200 FIRST STREET SW
ROCHESTER,MN55905
83-2805059
CONTRACTING SERVICES MN 0 0 MAYO CLINIC
 




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--NORTHWEST WISCONSIN REGION INC
 
Yes
 
(2)CHARTERHOUSE INC
200 FIRST STREET SW

ROCHESTER,MN55905
41-1405254
RETIREMENT LIVING CENTER MN 501(C)(3) 10 MAYO CLINIC
 
Yes
 
(3)DESTINATION MEDICAL CENTER EDA
50 SOUTH SIXTH STREET SUITE 1500

MINNEAPOLIS,MN554021498
46-4893585
ECONOMIC DEVELOPMENT MN 501(C)(3) 12-I MAYO CLINIC
 
Yes
 
(4)GOLD CROSS AMBULANCE SERVICE
200 FIRST STREET SW

ROCHESTER,MN55905
41-1917516
AMBULANCE SERVICE MN 501(C)(3) 10 MFMER
 
Yes
 
(5)LUTHER LAKESIDE APARTMENTS INC
PO BOX 1510

EAU CLAIRE,WI54702
39-1409024
LOW INCOME HOUSING FOR ELDERLY WI 501(C)(3) 10 MCHS--NORTHWEST WISCONSIN REGION INC
 
Yes
 
(6)MAYO CLINIC
200 FIRST STREET SW

ROCHESTER,MN55905
41-6011702
PATIENT CARE - CLINIC MN 501(C)(3) 10 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 CLINIC STIFTUNG
60486 FRANKFURT AM MAIN
FRANKFURT    
GM
FUNDRAISING FOUNDATION GM     MFMER
 
Yes
 
(12)MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
200 FIRST STREET SW

ROCHESTER,MN55905
41-1506440
CHARITABLE, EDUCATIONAL & SCIENTIFIC ACTIVITIES MN 501(C)(3) 10 MAYO CLINIC
 
Yes
 
(13)MCHS--AUSTIN FOUNDATION
1000 FIRST DRIVE NW

AUSTIN,MN55912
30-0107471
FUNDRAISING FOUNDATION MN 501(C)(3) 7 MCHS--SOUTHEAST MINNESOTA REGION
 
Yes
 
(14)MCHS--FAIRMONT
800 MEDICAL CENTER DRIVE PO BOX 800

FAIRMONT,MN56031
41-0760836
HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--SOUTHWEST MINNESOTA REGION
 
Yes
 
(15)MCHS--FRANCISCAN HEALTHCARE INC
700 WEST AVE SOUTH

LA CROSSE,WI54601
39-1411999
HEALTHCARE SYSTEM PARENT WI 501(C)(3) 12-I MAYO CLINIC
 
Yes
 
(16)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
 
(17)MCHS--LAKE CITY
500 WEST GRANT STREET

LAKE CITY,MN55041
41-1906820
HOSPITAL MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(18)MCHS--NORTHWEST WISCONSIN REGION INC
1221 WHIPPLE STREET

EAU CLAIRE,WI54703
39-0813418
HOSPITAL WI 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(19)MCHS--SOUTHEAST MINNESOTA REGION
1000 FIRST DRIVE NW

AUSTIN,MN55912
41-1404075
HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(20)MCHS--SOUTHWEST MINNESOTA REGION
1025 MARSH STREET

MANKATO,MN56001
41-1236756
HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(21)MCHS--ST JAMES
1101 MOULTON PARSONS DR PO BOX 460

ST JAMES,MN56081
41-0797368
HOSPITAL AND CLINIC MN 501(C)(3) 3 MCHS--SOUTHWEST MINNESOTA REGION
 
Yes
 
(22)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) 12-I MAYO CLINIC
 
Yes
 
(23)POVERELLO FOUNDATION
200 FIRST STREET SW

ROCHESTER,MN55905
41-1494881
FUNDRAISING FOUNDATION MN 501(C)(3) 7 MAYO CLINIC HOSPITAL - ROCHESTER
 
Yes
 
(24)ENGEBRETSON FAMILY CHARITABLE TRUST
6325 S RAINBOW BLVD STE 300

LAS VEGAS,NV89118
41-6445383
CHARITABLE TRUST MN 501(C)(3) 12-II N/A
 
No
(25)HAZEL HUGHES CHARITABLE TRUST
PO BOX 470

PETERSBURG,IL62675
80-0030922
CHARITABLE TRUST IL 501(C)(3) 12-III-FI N/A
 
No
(26)HORMEL FOUNDATION
329 N MAIN ST SUITE 102L

AUSTIN,MN55912
41-0694716
FUNDRAISING FOUNDATION MN 501(C)(3) 12-I N/A
 
No
(27)J ORIN EDSON FOUNDATION
PO BOX 14580

JACKSON,WY830024580
26-3002560
FUNDRAISING FOUNDATION WY 501(C)(3) 12-I N/A
 
No
(28)NAEVE HEALTH CARE FOUNDATION
404 WEST FOUNTAIN ST

ALBERT LEA,MN56007
41-1989509
FUNDRAISING FOUNDATION MN 501(C)(3) 12-III-FI N/A
 
No
(29)ROBERT AND ELEANOR FRANKE CHARITABLE FOUNDATION INC
N2939 STATE RD 16 SUITE A

LA CROSSE,WI54601
45-0998178
FUNDRAISING FOUNDATION WI 501(C)(3) 12-I N/A
 
No
(30)THE HIRSH FAMILY FOUNDATION
108 NORTH MAIN STREET

AUSTIN,MN55912
41-1749842
FUNDRAISING FOUNDATION MN 501(C)(3) 12-I N/A
 
No
(31)THE WEM 2000 FOUNDATION
PO BOX 5628

MINNEAPOLIS,MN554405628
41-1978254
FUNDRAISING FOUNDATION MN 501(C)(3) 12-I N/A
 
No
(32)DREW FOUNDATION
PO BOX 2578

JACKSONVILLE,FL322032578
59-6669745
CHARITABLE TRUST FL 501(C)(3) 12-I N/A
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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

200 FIRST STREET SW
ROCHESTER,MN55905
41-0264830
UTILITY MN MAYO CLINIC
 
EXCLUDED 547 44,237,698   No   Yes   84.050 %
(2) LATIGO PETROLEUM LLC

PO BOX 14230
ODESSA,TX79768
36-4767494
OIL & GAS EXPLORATION DE MAYO CLINIC
 
UNRELATED 5,601,570 51,282,037   No -7,261,738 Yes   65.000 %










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 MAYO CLINIC
 
C 253,654 2,786,546 100.000 % Yes  
(2) BAIN CAPITAL CREDIT CLO 2017-2 LTD (FKA CAVALRY CLO III LTD)

PO BOX 1093 GT QUEENSGATE HOUSE S
GRAND CAYMAN    
CJ
INVESTMENT ACTIVITIES CJ MAYO CLINIC
 
C 15,751,714 313,877,993 70.930 % Yes  
(3) CAVALRY CLO IV LTD

PO BOX 1093 GT QUEENSGATE HOUSE S
GRAND CAYMAN    
CJ
INVESTMENT ACTIVITIES CJ MAYO CLINIC
 
C 1,560,325 2,621,487 74.040 % Yes  
(4) GMO GLOBAL BOND INVESTMENT FUND

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

1808 EAST MAIN STREET
ONALASKA,WI54650
39-1545987
MEDICAL SERVICES COMPANY WI N/A
C       Yes  
(6) MAYO CLINIC SUPPORT SERVICES TEXAS

200 FIRST STREET SW
ROCHESTER,MN55905
47-1751102
HEALTH SERVICES TX MAYO CLINIC
 
C 193,538 66,236 100.000 % Yes  
(7) MAYO CLINIC UK LTD

3 MORE LONDON RIVERSIDE
LONDON    
UK
INVESTMENT ACTIVITIES UK MAYO CLINIC
 
C 309,935 7,858,032 100.000 % Yes  
(8) MAYO HOLDING COMPANY

200 FIRST STREET SW
ROCHESTER,MN55905
41-1578020
HOLDING COMPANY MN MAYO CLINIC
 
C 34,029,881 75,128,377 100.000 % Yes  
(9) MAYO INSURANCE COMPANY LTD

200 FIRST STREET SW
ROCHESTER,MN55905
SELF INSURANCE POOL CJ MAYO CLINIC
 
C 17,918,216 94,812,606 100.000 % Yes  
(10) MCHS--DECORAH CLINIC PHYSICIANS

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

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

421 1ST AVE SW SUITE 204W
ROCHESTER,MN55902
46-1661978
MANUFACTURING MEDICAL DEVICE COMPONENT MN N/A
C       Yes  
(13) ROCHESTER AIRPORT COMPANY

200 FIRST STREET SW
ROCHESTER,MN55905
41-0506870
AIRPORT MANAGEMENT MN MAYO CLINIC
 
C 3,764,980 3,643,821 100.000 % Yes  
(14) SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION

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

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

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

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

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

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

 
 
CHARITABLE TRUST MO N/A
T       Yes  
(21) CHARITABLE REMAINDER TRUST

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

 
 
CHARITABLE TRUST CO N/A
T       Yes  
(23) CHARITABLE REMAINDER TRUST (8)

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

 
 
CHARITABLE TRUST MA N/A
T       Yes  
(25) CHARITABLE REMAINDER TRUST (86)

 
 
CHARITABLE TRUST MN N/A
T       Yes  
(26) CHARITABLE REMAINDER TRUST (3)

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

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

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

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

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

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

 
 
CHARITABLE TRUST MI N/A
T       Yes  
(33) CHARITABLE REMAINDER TRUST (50)

 
 
CHARITABLE TRUST MN N/A
T       Yes  
(34) CHARITABLE REMAINDER TRUST (7)

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

 
 
CHARITABLE TRUST WI N/A
T       Yes  
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
Yes
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
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
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) CHARTERHOUSE INC

A 78,417 GAAP
(2) GOLD CROSS AMBULANCE SERVICE

A 14,604 GAAP
(3) MAYO CLINIC ARIZONA

A 6,316,844 GAAP
(4) MAYO CLINIC FLORIDA

A 2,260,821 GAAP
(5) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

A 1,579,688 GAAP
(6) MAYO CLINIC JACKSONVILLE

A 828,990 GAAP
(7) CHARTERHOUSE INC

B 168,924 GAAP
(8) MAYO CLINIC ARIZONA

B 64,733,170 GAAP
(9) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

B 706,663 GAAP
(10) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

B 464,610 GAAP
(11) MAYO CLINIC HOSPITAL - ROCHESTER

B 51,858 GAAP
(12) MAYO CLINIC JACKSONVILLE

B 74,395,470 GAAP
(13) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

B 851,504 GAAP
(14) MCHS--NORTHWEST WISCONSIN REGION INC

B 556,174 GAAP
(15) MCHS-AUSTIN FOUNDATION

B 51,770 GAAP
(16) MCHS-FAIRMONT

B 150,185 GAAP
(17) MCHS-FRANCISCAN MEDICAL CENTER INC

B 632,827 GAAP
(18) MCHS-LAKE CITY

B 90,603 GAAP
(19) MCHS-ST JAMES

B 125,760 GAAP
(20) POVERELLO FOUNDATION

B 1,476,030 GAAP
(21) MAYO CLINIC ARIZONA

C 297,656,921 GAAP
(22) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

C 384,692 GAAP
(23) MAYO CLINIC HOSPITAL - ROCHESTER

C 600,009,900 GAAP
(24) MAYO CLINIC JACKSONVILLE

C 114,569,945 GAAP
(25) POVERELLO FOUNDATION

C 44,564,602 GAAP
(26) MCHS--NORTHWEST WISCONSIN REGION INC

D 4,080,000 GAAP
(27) MAYO INSURANCE COMPANY LTD

F 4,000,000 GAAP
(28) CHARTERHOUSE INC

L 1,008,755 GAAP
(29) GOLD CROSS AMBULANCE SERVICE

L 5,370,907 GAAP
(30) MAYO CLINIC ARIZONA

L 25,581,691 GAAP
(31) MAYO CLINIC FLORIDA

L 2,451,998 GAAP
(32) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

L 7,608,711 GAAP
(33) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

L 7,759,109 GAAP
(34) MAYO CLINIC HOSPITAL - ROCHESTER

L 13,237,558 GAAP
(35) MAYO CLINIC JACKSONVILLE

L 14,078,235 GAAP
(36) MAYO CLINIC SUPPORT SERVICES TEXAS

L 174,323 GAAP
(37) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

L 6,204,117 GAAP
(38) MCHS--NORTHWEST WISCONSIN REGION INC

L 9,978,695 GAAP
(39) MCHS-FAIRMONT

L 53,721 GAAP
(40) MCHS-FRANCISCAN MEDICAL CENTER INC

L 6,158,704 GAAP
(41) MCHS-LAKE CITY

L 173,235 GAAP
(42) MCHS-PHARMACY & HOME MEDICAL INC

L 84,673 GAAP
(43) CHARTERHOUSE INC

M 59,801 GAAP
(44) GOLD CROSS AMBULANCE SERVICE

M 7,257,843 GAAP
(45) MAYO CLINIC ARIZONA

M 1,084,761 GAAP
(46) MAYO CLINIC HOSPITAL - ROCHESTER

M 7,045,728 GAAP
(47) MAYO CLINIC JACKSONVILLE

M 4,208,228 GAAP
(48) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

M 128,664,040 GAAP
(49) CHARTERHOUSE INC

N 84,094 GAAP
(50) MAYO CLINIC ARIZONA

N 3,093,498 GAAP
(51) MAYO CLINIC FLORIDA

N 10,934,462 GAAP
(52) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

N 4,251,013 GAAP
(53) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

N 4,225,232 GAAP
(54) MAYO CLINIC HOSPITAL - ROCHESTER

N 3,863,340 GAAP
(55) MAYO CLINIC JACKSONVILLE

N 16,010,822 GAAP
(56) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

N 39,394,067 GAAP
(57) MCHS--NORTHWEST WISCONSIN REGION INC

N 4,881,236 GAAP
(58) MCHS-FAIRMONT

N 673,974 GAAP
(59) MCHS-FRANCISCAN MEDICAL CENTER INC

N 3,599,913 GAAP
(60) MCHS-LAKE CITY

N 682,404 GAAP
(61) MCHS-PHARMACY & HOME MEDICAL INC

N 357,729 GAAP
(62) MCHS-ST JAMES

N 661,321 GAAP
(63) CHARTERHOUSE INC

P 52,955 GAAP
(64) FRANKLIN HEATING STATION

P 34,711,517 GAAP
(65) MAYO CLINIC ARIZONA

P 424,738 GAAP
(66) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

P 62,526 GAAP
(67) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

P 1,717,854 GAAP
(68) MAYO CLINIC HOSPITAL - ROCHESTER

P 6,928,085 GAAP
(69) MAYO CLINIC JACKSONVILLE

P 223,927 GAAP
(70) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

P 4,422,052,690 GAAP
(71) GOLD CROSS AMBULANCE SERVICE

Q 125,920 GAAP
(72) MAYO CLINIC ARIZONA

Q 4,867,023 GAAP
(73) MAYO CLINIC FLORIDA

Q 91,146 GAAP
(74) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

Q 2,897,845 GAAP
(75) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

Q 2,922,373 GAAP
(76) MAYO CLINIC HOSPITAL - ROCHESTER

Q 368,205,226 GAAP
(77) MAYO CLINIC JACKSONVILLE

Q 5,366,927 GAAP
(78) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

Q 4,434,446 GAAP
(79) MCHS--NORTHWEST WISCONSIN REGION INC

Q 2,286,964 GAAP
(80) MCHS-FAIRMONT

Q 181,003 GAAP
(81) MCHS-FRANCISCAN MEDICAL CENTER INC

Q 1,799,281 GAAP
(82) MCHS-LAKE CITY

Q 109,741 GAAP
(83) CHARTERHOUSE INC

R 602,791 GAAP
(84) GOLD CROSS AMBULANCE SERVICE

R 251,070 GAAP
(85) MAYO CLINIC ARIZONA

R 16,859,456 GAAP
(86) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

R 6,222,825 GAAP
(87) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

R 5,904,949 GAAP
(88) MAYO CLINIC HOSPITAL - ROCHESTER

R 466,048 GAAP
(89) MAYO CLINIC JACKSONVILLE

R 8,905,067 GAAP
(90) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

R 353,872 GAAP
(91) MAYO HOLDING COMPANY

R 811,054 GAAP
(92) MCHS--NORTHWEST WISCONSIN REGION INC

R 15,546,505 GAAP
(93) MCHS-FRANCISCAN MEDICAL CENTER INC

R 1,128,996 GAAP
(94) MCHS-LAKE CITY

R 251,841 GAAP
(95) MCHS-PHARMACY & HOME MEDICAL INC

R 59,151 GAAP
(96) MCHS-ST JAMES

R 317,829 GAAP
(97) CHARTERHOUSE INC

S 3,794,568 GAAP
(98) FRANKLIN HEATING STATION

S 1,059,390 GAAP
(99) GOLD CROSS AMBULANCE SERVICE

S 8,949,066 GAAP
(100) MAYO CLINIC ARIZONA

S 13,861,016 GAAP
(101) MAYO CLINIC FLORIDA

S 2,740,269 GAAP
(102) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

S 2,645,182 GAAP
(103) MAYO CLINIC HOSPITAL - ROCHESTER

S 201,323,722 GAAP
(104) MAYO CLINIC JACKSONVILLE

S 5,980,175 GAAP
(105) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

S 272,114,151 GAAP
(106) MCHS--DECORAH CLINIC PHYSICIANS

S 75,804 GAAP
(107) MCHS-FAIRMONT

S 449,501 GAAP
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) 2018
Schedule R (Form 990) 2018
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) 2018

Additional Data


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