Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (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 |
||||||
Calendar year (or fiscal year beginning in) ![]() |
(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. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(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 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(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 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(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 |
| 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 | ||||
| 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..... | ||||
| 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). |
| Software ID: | |
| Software Version: |
| 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. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| 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. |
| Software ID: | |
| Software Version: |