Form990
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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)
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OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2019 , and ending 12-31-2019
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 NO TAX
 
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 $ 9,745,884,969
F Name and address of principal officer:
GIANRICO FARRUGIA MD
200 FIRST STREET SW NO TAX
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: PATIENT CARE, RESEARCH AND EDUCATION
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 2019 (Part V, line 2a) ...... 5 26,211
6 Total number of volunteers (estimate if necessary) ............. 6 1,601
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 763,141,498
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 117,334,059
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,975,507,156 2,194,234,892
9 Program service revenue (Part VIII, line 2g) ......... 4,050,035,431 4,015,535,000
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 323,162,453 523,751,881
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 74,654,454 85,901,148
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 6,423,359,494 6,819,422,921
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 204,564,712 469,941,762
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) 2,805,440,917 2,716,211,079
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 941,836 1,028,755
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet44,680,185    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,616,840,186 2,497,578,933
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,627,787,651 5,684,760,529
19 Revenue less expenses. Subtract line 18 from line 12....... 795,571,843 1,134,662,392
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 12,305,407,265 13,128,051,185
21 Total liabilities (Part X, line 26)............. 9,273,937,859 9,359,845,452
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,031,469,406 3,768,205,733
Part II
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Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
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 $ 3,642,552,459 including grants of $ 406,063,773 ) (Revenue $ 3,995,172,085 )
PATIENT CARE (SEE SCHEDULE O FOR DESCRIPTION)PATIENT CARE:MAYO CLINIC IS AN INTEGRATED, NOT-FOR-PROFIT MEDICAL GROUP PRACTICE. 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.PATIENT CARE ADVANCED THROUGH EDUCATION AND RESEARCH IS THE FOUNDATION OF MAYO CLINIC'S MISSION. 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 APPROXIMATELY 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. IN 2019, THE ORGANIZATION REINFORCED ITS LEADERSHIP IN PATIENT CARE, RESEARCH AND EDUCATION TO DRIVE FORWARD THE TRANSFORMATION OF HEALTH CARE OVER THE NEXT DECADE. WITH DIGITAL INNOVATIONS AND NEW TECHNOLOGIES, MAYO CLINIC IS MOVING QUICKLY TO EXTEND ITS COMPASSIONATE CARE, EXPERTISE AND RESEARCH, AND IS REINVESTING IN PEOPLE AND FACILITIES IN THE COMMUNITIES IT SERVES. MAYO CLINIC HAS ACCELERATED ITS INVESTMENT IN THE DIGITAL TRANSFORMATION OF HEALTH CARE, AS PART OF ITS 2030 STRATEGY TO TRANSFORM PATIENT AND CLINICIAN EXPERIENCES AND SOLVE HUMANITY'S MOST COMPLEX MEDICAL CHALLENGES. MAYO CLINIC REMAINS TOP-RANKED IN QUALITY MORE THAN ANY OTHER HEALTH CARE ORGANIZATION BY INDEPENDENT GROUPS, SUCH AS THE NURSING MAGNET RECOGNITION PROGRAM, PRESS GANEY PATIENT EXPERIENCE AWARDS, THE CENTERS FOR MEDICARE & MEDICAID SERVICES OVERALL HOSPITAL QUALITY STAR RATINGS, LEAPFROG HOSPITAL SAFETY SURVEY AND THE AMERICAN COLLEGE OF SURGEONS NATIONAL SURGICAL QUALITY IMPROVEMENT PROGRAM. IN 2019, MAYO CLINIC IN ROCHESTER, MINNESOTA, AGAIN WAS RANKED THE NO. 1 HOSPITAL IN THE NATION AND NO. 1 IN MORE SPECIALTIES THAN ANY OTHER HOSPITAL BY U.S. NEWS & WORLD REPORT.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.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. EACH YEAR, PEOPLE FROM ALL 50 STATES AND APPROXIMATELY 135 COUNTRIES COME TO MAYO CLINIC FOR CARE. DURING 2019, MAYO CLINIC PROVIDED SERVICES TO APPROXIMATELY 413,000 OUTPATIENT VISITORS. TOTAL PATIENT VISITS FOR MAYO CLINIC AND ITS AFFILIATES DURING 2019 WERE APPROXIMATELY 1.2 MILLION. 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 2019, THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICAID AND MINNESOTA CARE (A PROGRAM THAT PROVIDES MEDICAL ASSISTANCE FOR LOW INCOME POPULATIONS) WAS APPROXIMATELY $212,234,000. THIS AMOUNT INCLUDES APPROXIMATELY $44,105,000 PAID TO MINNESOTACARE. THE COST OF UNCOMPENSATED CARE PROVIDED THROUGH MEDICARE WAS APPROXIMATELY $999,066,000 AND THE COST OF CHARITY CARE PROVIDED IN 2019 WAS APPROXIMATELY $28,395,000.IN 2019, WITH SYSTEM-WIDE REVENUES OF $13.8 BILLION, MAYO CLINIC AND ITS AFFILIATES PROVIDED $590 MILLION IN CARE TO PEOPLE IN NEED. THIS TOTAL INCLUDES $96 MILLION IN CHARITY CARE AND $494 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. APPROXIMATELY 55 PERCENT OF MAYO'S TOTAL MEDICAL SERVICES PROVIDED ARE FOR MEDICARE AND MEDICAID PATIENTS. MAYO CLINIC AND ITS AFFILIATES CONTRIBUTED MORE THAN $7 MILLION IN CASH AND IN-KIND DONATIONS TO LOCAL COMMUNITIES. 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. FOR 2019, THE MAYO CLINIC CARE NETWORK CONSISTED OF APPROXIMATELY 45 MEMBERS LOCATED IN THE UNITED STATES, CHINA, EGYPT, INDIA, MEXICO, SAUDI ARABIA, SOUTH KOREA, SINGAPORE AND THE UNITED ARAB EMIRATES. THROUGH THE MAYO CLINIC CARE NETWORK, MORE THAN 15 MILLION PATIENTS AND CARE TEAMS HAVE ACCESS TO MAYO CLINIC KNOWLEDGE, CLINICAL PROTOCOLS AND CONSULTATIONS VIA MAYO'S CONNECTED CARE PLATFORM.HEALTH INFORMATION IS VIEWED AS AN IMPORTANT PART OF MAYO CLINIC'S PATIENT CARE MISSION. MAYO CLINIC, IN CONJUNCTION WITH ITS AFFILIATES, PROVIDES A VARIETY OF HEALTH INFORMATION RESOURCES (BOOKS, NEWSLETTER, ON-LINE CONTENT, ETC.) TO PATIENTS, CONSUMERS AND THE GENERAL PUBLIC.MAYO CLINIC'S SOCIAL MEDIA NETWORK 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.MAYO CLINIC LIBRARIES REFLECT AN INTEGRATED SYSTEM OF LIBRARIES, KNOWLEDGE CENTERS AND ARCHIVES. THE BREADTH OF THESE RESOURCES AND THEIR INTEGRATION MAKES THE MAYO CLINIC LIBRARIES AMONG THE MOST COMPREHENSIVE IN NORTH AMERICA. THE LIBRARIES SUPPORT HOSPITALIZED PATIENTS AND THEIR FAMILIES, ALONG WITH SUPPORTING EMPLOYEES, RESEARCHERS, FACULTY AND STUDENTS IN THEIR CARE OF PATIENTS AND MEDICAL RESEARCH.COMMUNITY GIVING AND INVOLVEMENT IS A VALUE-DRIVEN PRIORITY AT MAYO CLINIC. QUALITY PATIENT CARE IS 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. MAYO CLINIC'S COMMUNITY CONTRIBUTIONS PROGRAM PROVIDES FINANCIAL AND IN-KIND SUPPORT TO NON-PROFIT ORGANIZATIONS IN SUPPORT OF THESE EFFORTS.
4b (Code:   ) (Expenses $ 709,959,642 including grants of $ 44,905,291 ) (Revenue $ 5,700,835 )
MEDICAL RESEARCH (SEE SCHEDULE O FOR DESCRIPTION)MEDICAL 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 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. RESEARCH ACTIVITIES INCLUDE BASIC SCIENCE RESEARCH, CLINICAL TRIALS, TRANSLATIONAL RESEARCH AND HUMAN RESEARCH STUDIES. DURING 2019, MAYO CLINIC, IN CONJUNCTION WITH ITS AFFILIATES, HAD OVER 4,200 RESEARCH PERSONNEL, 23 CORE LABORATORIES, OVER 11,600 ACTIVE INSTITUTIONAL REVIEW BOARD-APPROVED STUDIES, OVER 3,100 NEW HUMAN RESEARCH STUDIES APPROVED BY THE INSTITUTIONAL REVIEW BOARD AND MORE THAN 8,700 RESEARCH AND REVIEW ARTICLES PUBLISHED IN PEER-REVIEWED JOURNALS. MANY OF THESE PERSONNEL, LABORATORIES, STUDIES AND ARTICLES ARE LOCATED OR PERFORMED BY MAYO CLINIC IN ROCHESTER, MINNESOTA. FUNDING OF RESEARCH ACTIVITIES AT MAYO CLINIC COMES FROM GRANTS AND CONTRACTS AS WELL AS FROM MAYO FUNDS AND GIFTS FROM GENEROUS BENEFACTORS.
4c (Code:   ) (Expenses $ 266,462,342 including grants of $ 18,972,697 ) (Revenue $ 58,060,521 )
MEDICAL EDUCATION (SEE SCHEDULE O FOR DESCRIPTION)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 ANNUAL ENROLLMENT OF APPROXIMATELY 1,790 RESIDENT AND FELLOW PHYSICIANS IN TRAINING. THE SCHOOL TRAINS DOCTORS IN APPROXIMATELY 300 RESIDENCY AND FELLOWSHIP PROGRAMS, REPRESENTING VIRTUALLY EVERY MEDICAL SPECIALTY. IN ADDITION, MANY GRADUATES COMPLETE 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. FOR 2019 THE SCHOOL HAD APPROXIMATELY 400 STUDENTS ENROLLED ON THE ROCHESTER, MINNESOTA AND SCOTTSDALE, ARIZONA 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 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 IS 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. THE MAYO CLINIC GRADUATE SCHOOL OF BIOMEDICAL SCIENCES HAS AN ANNUAL ENROLLMENT OF APPROXIMATELY 340 STUDENTS.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. THE MAYO CLINIC SCHOOL OF HEALTH SCIENCES HAS AN ANNUAL ENROLLMENT OF APPROXIMATELY 1,800 STUDENTS. WITH CAMPUSES IN MINNESOTA, FLORIDA AND ARIZONA, THE SCHOOL PREPARES STUDENTS IN APPROXIMATELY 180 PROGRAMS REPRESENTING APPROXIMATELY 55 HEALTH SCIENCE CAREERS. THE SCHOOL ALSO PROVIDES CLINICAL INTERNSHIPS FOR HUNDREDS OF AFFILIATED SCHOOLS. APPROXIMATELY 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. THE SCHOOL ANNUALLY PROVIDES CONTINUING EDUCATION ACTIVITIES TO APPROXIMATELY 84,000 PARTICIPANTS. PARTICIPANTS INCLUDE MAYO AND NON-MAYO ATTENDEES. 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.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.AS PART OF ITS MEDICAL EDUCATION MISSION, MAYO CLINIC SPONSORS MAYO CLINIC PROCEEDINGS, A MONTHLY JOURNAL FOR PHYSICIANS AND OTHER MEDICAL PERSONNEL. THE JOURNAL IS PUBLISHED TO PROMOTE THE BEST INTERESTS OF PATIENTS BY ADVANCING THE KNOWLEDGE AND PROFESSIONALISM OF THE PHYSICIAN COMMUNITY. MAYO CLINIC PROCEEDINGS IS A PEER-REVIEWED CLINICAL JOURNAL IN GENERAL AND INTERNAL MEDICINE AND AMONG THE MOST WIDELY READ AND HIGHLY CITED SCIENTIFIC PUBLICATIONS FOR PHYSICIANS. MAYO CLINIC PROCEEDINGS HAS A CIRCULATION OF APPROXIMATELY 127,000 AND HAS BEEN CONTINUOUSLY PUBLISHED SINCE 1926. MAYO CLINIC PROCEEDINGS' CONTENT FOCUSES ON CLINICAL AND LABORATORY MEDICINE, HEALTH CARE POLICY AND ECONOMICS, MEDICAL EDUCATION AND ETHICS, AND RELATED TOPICS. 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.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet4,618,974,443
Form 990 (2019)
Form 990 (2019)
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 V......
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
 
No
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
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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
 
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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
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
1,102
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 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
26,211
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
6
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
9
Sponsoring organizations maintaining donor advised funds.
a
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
 
No
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 (2019)
Form 990 (2019)
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 , SD , SC , AZ , DE , HI , ID , IA , LA , ME , WA , WY , VT , TX , NE , NV , MO , MT
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 (2019)
Form 990 (2019)
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.

See instructions for the order in which to list the persons above.
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) FARRUGIA MD GIANRICO......................................................................
PRESIDENT/CEO/TRUSTEE
1.00
.................
40.00
X   X       0 2,685,375 89,785
(2) GOSTOUT MD BOBBIE S......................................................................
TRUSTEE/VP
1.00
.................
40.00
X   X       0 1,755,460 101,504
(3) BOLTON JEFFREY W......................................................................
TRUSTEE/VP
1.00
.................
40.00
X   X       0 1,644,114 90,268
(4) HOFFMAN III HARRY N......................................................................
TREASURER
1.00
.................
40.00
    X       0 1,550,323 79,952
(5) KRAUSS MD WILLIAM E......................................................................
PHYSICIAN
40.00
.................
0.00
        X   1,392,074 0 91,017
(6) HARPER JR MD CHARLES M......................................................................
TRUSTEE
1.00
.................
40.00
X           0 1,463,746 36,088
(7) LANZINO MD GIUSEPPE......................................................................
PHYSICIAN
40.00
.................
0.00
        X   1,322,691 0 82,559
(8) THIELEN MD KENT R......................................................................
TRUSTEE/VP
1.00
.................
40.00
X   X       0 1,327,476 88,761
(9) MARSH MD W RICHARD......................................................................
PHYSICIAN
40.00
.................
0.00
        X   1,310,323 0 35,725
(10) CLARKE MD MICHELLE J......................................................................
PHYSICIAN
40.00
.................
0.00
        X   1,261,446 0 63,018
(11) SPINNER MD ROBERT J......................................................................
PHYSICIAN
40.00
.................
0.00
        X   1,257,066 0 65,890
(12) MEYER MD FREDRIC B......................................................................
FORMER KEY EMPLOYEE
0.00
.................
40.00
          X 0 1,308,005 46,558
(13) GORMAN PAUL A......................................................................
ASST TREASURER
1.00
.................
40.00
    X       0 1,257,031 90,450
(14) DAHLEN DENNIS E......................................................................
CFO
1.00
.................
40.00
    X       0 1,229,810 88,659
(15) OTLEY MD CLARK C......................................................................
PHYSICIAN
40.00
.................
0.00
      X     1,088,159 0 86,570
(16) GORES MD GREGORY J......................................................................
PHYSICIAN
40.00
.................
0.00
      X     1,134,741 0 38,037
(17) MURPHY JOSHUA B......................................................................
SECY
1.00
.................
40.00
    X       0 1,075,237 84,069
Form 990 (2019)
Form 990 (2019)
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) GRAY MD RICHARD J........................................................................
TRUSTEE/VP
1.00
.......................40.00
X   X       0 951,672 74,057
(19) WILLIAMSON MARY J........................................................................
TRUSTEE
40.00
.......................0.00
X           920,644 0 87,097
(20) BERRY MD DANIEL J........................................................................
TRUSTEE
40.00
.......................0.00
X           852,949 0 97,833
(21) DIASIO MD ROBERT B........................................................................
PHYSICIAN
40.00
.......................0.00
      X     907,663 0 31,848
(22) CALLSTROM MD MATTHEW R........................................................................
PHYSICIAN
40.00
.......................0.00
      X     827,567 0 79,176
(23) MENKOSKY PAULA E........................................................................
TRUSTEE/ASST SECY
1.00
.......................40.00
X   X       0 844,268 87,502
(24) RIHAL MD CHARANJIT S........................................................................
PHYSICIAN
40.00
.......................0.00
      X     793,467 0 92,087
(25) NESSE MD ROBERT E........................................................................
FORMER KEY EMPLOYEE
0.00
.......................40.00
          X 0 873,160 36,748
(26) LUETMER MD PATRICK H........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 767,832 0 98,089
(27) CAMILLERI MD MICHAEL........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 807,468 0 37,175
(28) WALD MD JOHN T........................................................................
PHYSICIAN
40.00
.......................0.00
      X     753,201 0 89,087
(29) HEBL MD JAMES R........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 750,750 0 79,054
(30) HAYES MD DAVID L........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 784,577 0 40,282
(31) ROGER MD VERONIQUE L........................................................................
TRUSTEE
40.00
.......................0.00
X           732,390 0 85,516
(32) ZORN CHRISTINA K........................................................................
TRUSTEE/ASST SECY
1.00
.......................40.00
X   X       0 752,952 72,793
(33) NOSEWORTHY MD JOHN H........................................................................
FORMER CEO/PRESIDENT
0.00
.......................40.00
          X 0 776,844 2,425
(34) AMMASH MD NASER M........................................................................
PHYSICIAN
40.00
.......................0.00
      X     693,570 0 81,896
(35) BUSKIRK MD STEVEN J........................................................................
TRUSTEE
1.00
.......................40.00
X           0 752,740 36,879
(36) FOOTE MD ROBERT L........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 728,913 0 34,372
(37) LOFTUS MD CONOR G........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 686,991 0 72,191
(38) HAEFLINGER RICKY J........................................................................
ASST TREASURER
40.00
.......................0.00
    X       664,908 0 81,832
(39) WILLIAMS MD AMY W........................................................................
TRUSTEE
40.00
.......................0.00
X           653,960 0 73,626
(40) MORICE MD WILLIAM G........................................................................
PHYSICIAN
40.00
.......................0.00
      X     636,216 0 79,992
(41) GERTZ MD MORIE A........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 658,913 0 34,079
(42) OKUNO MD SCOTT H........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 594,897 0 87,466
(43) WHITED MD BRIAN L........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 597,586 0 84,307
(44) FRANK MD IGOR........................................................................
PHYSICIAN
40.00
.......................0.00
      X     601,260 0 73,933
(45) KENDRICK MD MICHAEL L........................................................................
PHYSICIAN
40.00
.......................0.00
      X     587,352 0 77,426
(46) CIMA MD ROBERT R........................................................................
PHYSICIAN
40.00
.......................0.00
      X     578,953 0 77,444
(47) HADAWAY CHERYL J........................................................................
CHAIR-DEPT OF DEVELOPMENT
40.00
.......................0.00
      X     622,716 0 33,422
(48) KHAN MD AMIR R........................................................................
PHYSICIAN
40.00
.......................0.00
      X     574,053 0 80,093
(49) HAYES MD SHARONNE N........................................................................
PHYSICIAN
40.00
.......................0.00
      X     586,102 0 59,827
(50) BROWN MD MICHAEL J........................................................................
PHYSICIAN
40.00
.......................0.00
      X     554,918 0 79,010
(51) PETERS MD STEVE G........................................................................
PHYSICIAN
40.00
.......................0.00
      X     584,199 0 36,486
(52) HORLOCKER MD TERESE T........................................................................
PHYSICIAN
40.00
.......................0.00
      X     567,395 0 33,446
(53) CLARK LEON G........................................................................
CHAIR-DEPT OF RESEARCH ADMIN
40.00
.......................0.00
      X     510,134 0 84,013
(54) GAZELKA MD HALENA M........................................................................
PHYSICIAN
40.00
.......................0.00
      X     512,211 0 73,119
(55) NARR MD BRADLY J........................................................................
PHYSICIAN
40.00
.......................0.00
      X     539,557 0 36,387
(56) SANTRACH MD PAULA J........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 516,384 0 57,185
(57) KRAHN MD LOIS E........................................................................
TRUSTEE
1.00
.......................40.00
X           0 499,154 90,745
(58) WARNER MD MARK A........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 524,850 0 33,759
(59) FRANCIS JAMES R........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 485,420 94,242
(60) DECKER MD WYATT W........................................................................
FORMER VICE PRESIDENT
0.00
.......................40.00
          X 0 494,915 54,855
(61) BLACK MD JOHN L........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 498,241 0 30,864
(62) LUCCHINETTI MD CLAUDIA F........................................................................
TRUSTEE
40.00
.......................0.00
X           435,069 0 87,224
(63) DIDEHBAN ROSHANAK........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 457,350 0 45,592
(64) GREENE MD EDDIE L........................................................................
TRUSTEE
40.00
.......................0.00
X           409,064 0 84,779
(65) AGERTER MD DAVID C........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 458,665 0 33,609
(66) NELSON MD HEIDI........................................................................
TRUSTEE
40.00
.......................0.00
X           428,926 0 18,994
(67) WEBER JOAN A........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 389,591 31,292
(68) UHLENKAMP SUSAN M........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 343,428 73,079
(69) HUBERT SHERRY L........................................................................
ASST SECY
1.00
.......................40.00
    X       0 307,147 89,516
(70) FROISLAND JEFFREY R........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 338,845 22,381
(71) LOCKETT KEVIN M........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 274,156 79,700
(72) NORBY MARK L........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 281,357 56,904
(73) BROWN WILLIAM A........................................................................
ASST TREASURER
1.00
.......................40.00
    X       0 247,577 34,018
(74) PAIGE SR KEVIN A........................................................................
FORMER KEY EMPLOYEE
40.00
.......................0.00
          X 153,825 0 69,269
(75) PERETSMAN NANCY B........................................................................
TRUSTEE
5.00
.......................0.00
X           0 65,400 0
(76) ALIX JAY........................................................................
TRUSTEE
5.00
.......................0.00
X           0 24,241 0
(77) POWELL MICHAEL K........................................................................
TRUSTEE
5.00
.......................0.00
X           0 8,909 0
(78) GEORGE WILLIAM W........................................................................
TRUSTEE
5.00
.......................0.00
X           0 7,583 0
(79) STEER MD RANDOLPH C........................................................................
TRUSTEE
5.00
.......................0.00
X           0 4,975 0
(80) SWEENEY ANNE M........................................................................
TRUSTEE
5.00
.......................0.00
X           0 3,405 0
(81) COLEMAN MARY SUE........................................................................
TRUSTEE
5.00
.......................0.00
X           0 3,156 0
(82) DI PIAZZA JR SAMUEL A........................................................................
TRUSTEE/CHAIR
5.00
.......................0.00
X   X       0 2,788 0
(83) BILICIC GEORGE W........................................................................
TRUSTEE
5.00
.......................0.00
X           0 2,551 0
(84) ALVARADO LINDA G........................................................................
TRUSTEE
5.00
.......................0.00
X           0 1,986 0
(85) BAICKER KATHERINE........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(86) BURNS URSULA M........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(87) DAVIS RICHARD K........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(88) HALVORSON GEORGE C........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(89) MULALLY ALAN R........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(90) ROBERTS CORINNE........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(91) SALAZAR KENNETH L........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(92) SCHMIDT ERIC E........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
(93) TOMM CHARLES B........................................................................
TRUSTEE
5.00
.......................0.00
X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 34,282,186 24,034,797 4,848,932
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 MediumBullet5,344
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
Yes
 
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 489,372,754
MAYO CLINIC JACKSONVILLE

4500 SAN PABLO ROAD
JACKSONVILLE,FL32224
MEDICAL SUPPORT SERVICES 3,247,799
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet2
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 23,272
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 1,223,269,987
e Government grants (contributions)1e 304,500,669
f All other contributions, gifts, grants, and similar amounts not included above1f 666,440,964
g Noncash contributions included in lines 1a - 1f:$ 1g 70,082,597
h Total. Add lines 1a-1f.......MediumBullet 2,194,234,892
 Program Service RevenueAmt Business Code
2a NET PATIENT CARE 621110 3,947,442,645 3,214,494,184 732,948,461  
b EDUCATION REVENUE 611600 58,060,521 58,060,521    
c RESEARCH REVENUE 541700 5,700,835 3,598,953 2,101,882  
d MEDICAL PRODUCT SALES 446199 4,330,999 4,330,999    
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 4,015,535,000
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 229,857,978   2,686,033 227,171,945
4 Income from investment of tax-exempt bond proceedsMediumBullet 1,219,751     1,219,751
5 Royalties...........MediumBullet 27,774,261 27,774,261    
(ii) Personal (i) Real
6a Gross rents   1,868,159 6a
b Less: rental expenses   2,106,723 6b
c Rental income or (loss)   -238,564 6c
d Net rental income or (loss).......MediumBullet -238,564 -244,564 6,000  
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 15,530,684 3,201,448,589 7a
b Less: cost or other basis and sales expenses 17,804,124 2,906,500,997 7b
c Gain or (loss) -2,273,440 294,947,592 7c
d Net gain or (loss).........MediumBullet 292,674,152     292,674,152
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a 123,356
b Less: cost of goods sold .. 10b 50,204
c Net income or (loss) from sales of inventory..MediumBullet 73,152   73,152  
Business Code Miscellaneous Revenue
11a MISC CONSULTING 541610 36,373,325 5,254,583 24,285,216 6,833,526
b MISC REVENUE 900099 9,494,401 3,253,363 1,040,754 5,200,284
c CAFETERIA/VENDING 722514 6,784,244 6,784,244    
d All other revenue .... 5,640,329 576,554   5,063,775
e Total. Add lines 11a–11d ...... MediumBullet 58,292,299
12 Total revenue. See instructions.....MediumBullet 6,819,422,921 3,323,883,098 763,141,498 538,163,433
Form 990 (2019)
Form 990 (2019)
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 .... 448,712,727 448,712,727
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 19,085,333 19,085,333
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 2,143,702 2,143,702
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 20,691,539 18,153,156 1,875,614 662,769
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 24,451,463 22,153,993 2,290,839 6,631
7 Other salaries and wages........ 1,984,791,652 1,897,382,026 63,767,199 23,642,427
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 171,747,407 59,387,659 110,831,769 1,527,979
9 Other employee benefits ....... 376,024,197 359,812,045 13,268,017 2,944,135
10 Payroll taxes ........... 138,504,821 131,858,241 5,212,687 1,433,893
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 2,473,030 1,673,736 445,526 353,768
c Accounting ........... 318,476 80,569 237,907  
d Lobbying ........... 179,481 179,481    
e Professional fundraising services. See Part IV, line 17 1,028,755 1,028,755
f Investment management fees ...... 3,530,388 3,477,888 52,500  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 1,111,633,684 453,094,284 652,253,491 6,285,909
12 Advertising and promotion .... 15,679,239 14,910,997 652,053 116,189
13 Office expenses ....... 215,468,764 201,125,930 11,965,150 2,377,684
14 Information technology ...... 155,354,727 47,676,407 107,384,208 294,112
15 Royalties .. 4,768,564 4,767,814 750  
16 Occupancy ........... 75,501,730 35,855,722 38,281,147 1,364,861
17 Travel ............ 65,308,551 61,261,560 2,109,436 1,937,555
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 5,601,805 5,528,216 70,016 3,573
20 Interest ........... 102,795,951 99,128,462 3,667,489  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 192,189,279 190,292,148 1,819,037 78,094
23 Insurance ... 12,282,363 12,282,363    
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 399,183,612 399,183,612    
b UBIT 21,810,497 21,810,497    
c MN CARE TAX 44,105,062 44,105,062    
d BAD DEBT 31,158,843 31,148,843 10,000  
e All other expenses 38,234,887 32,701,970 4,911,066 621,851
25 Total functional expenses. Add lines 1 through 24e 5,684,760,529 4,618,974,443 1,021,105,901 44,680,185
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 (2019)
Form 990 (2019)
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 ........ 2,513,119 1 1,961,577
2 Savings and temporary cash investments ......... 462 2 2,707,657
3 Pledges and grants receivable, net ...... 402,817,614 3 461,417,804
4 Accounts receivable, net ............. 432,211,923 4 475,448,207
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 219,206,137 7 2,714,555
8 Inventories for sale or use ............ 6,669,532 8 6,933,859
9 Prepaid expenses and deferred charges ...... 6,456,807 9 18,380,706
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,573,217,226
b Less: accumulated depreciation 10b 2,118,090,613 1,505,252,762 10c 1,455,126,613
11 Investments—publicly traded securities . 322,107,196 11 405,470,594
12 Investments—other securities. See Part IV, line 11 ..... 8,266,135,991 12 9,776,652,970
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 1,142,035,722 15 521,236,643
16 Total assets. Add lines 1 through 15 (must equal line 33)... 12,305,407,265 16 13,128,051,185
Liabilities 17 Accounts payable and accrued expenses ..... 2,200,959,666 17 3,075,133,623
18 Grants payable ...   18  
19 Deferred revenue ......... 50,905,241 19 28,715,653
20 Tax-exempt bond liabilities ......... 1,685,324,936 20 1,681,244,005
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 1,363,981,822 23 1,361,009,267
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 3,972,766,194 25 3,213,742,904
26 Total liabilities. Add lines 17 through 25.. 9,273,937,859 26 9,359,845,452
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 393,444,475 27 684,716,360
28 Net assets with donor restrictions ........... 2,638,024,931 28 3,083,489,373
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 3,031,469,406 32 3,768,205,733
33 Total liabilities and net assets/fund balances ........ 12,305,407,265 33 13,128,051,185
Form 990 (2019)
Form 990 (2019)
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
6,819,422,921
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,684,760,529
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,134,662,392
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
3,031,469,406
5
Net unrealized gains (losses) on investments ...............
5
722,862,137
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
-1,120,788,202
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
3,768,205,733
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 (2019)
Form 990 (2019)
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 instructions and the latest information.
OMB No. 1545-0047
2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 1,010,332,924 1,180,799,873 1,722,852,961 1,975,507,156 2,194,234,892 8,083,727,806
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 2,890,288,119 3,122,923,742 3,359,185,346 3,390,245,417 3,325,989,821 16,088,632,445
3 Gross receipts from activities that are not an unrelated trade or business under section 513 ..... 4,433,234 4,664,443 4,697,015 17,480,366 17,097,585 48,372,643
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 3,905,054,277 4,308,388,058 5,086,735,322 5,383,232,939 5,537,322,298 24,220,732,894
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.) 24,220,732,894
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6... 3,905,054,277 4,308,388,058 5,086,735,322 5,383,232,939 5,537,322,298 24,220,732,894
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 67,235,999 73,514,343 104,141,866 54,704,231 228,391,696 527,988,135
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. 34,562,859 42,801,655 63,998,037 78,762,106 114,491,776 334,616,433
c Add lines 10a and 10b. 101,798,858 116,315,998 168,139,903 133,466,337 342,883,472 862,604,568
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.) .. 1,382,377 8,627,843 10,722,804 5,805,837   26,538,861
13 Total support. (Add lines 9, 10c, 11, and 12.).. 4,008,235,512 4,433,331,899 5,265,598,029 5,522,505,113 5,880,205,770 25,109,876,323
14
Section C. Computation of Public Support Percentage
15
15
96.460 %
16
16
96.920 %
Section D. Computation of Investment Income Percentage
17
17
3.440 %
18
18
2.960 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 2019 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-2019
(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, 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 2019. 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 2020. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
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 - 2015 AMOUNT: $ 1,382,377. 2016 AMOUNT: $ 8,627,843. 2017 AMOUNT: $ 10,722,804. 2018 AMOUNT: $ 5,805,837. 2019 AMOUNT: $ 0.
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) 2019


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
2019
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
MAYO CLINIC
 
Employer identification number
41-6011702
Part I
Contributors
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
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) (2019)

Additional Data


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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
2019
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) 2019

Schedule C (Form 990 or 990-EZ) 2019
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) 2016 (b) 2017 (c) 2018 (d) 2019 (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) 2019


Schedule C (Form 990 or 990-EZ) 2019
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)
Yes|No
(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
 
179,481
j
Total. Add lines 1c through 1i ....................................................................................................
179,481
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 2019, 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 2019, 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. IN ADDITION TO CORRESPONDENCE, MAYO EXPRESSES ITS PERSPECTIVE ON POLICY ISSUES VIA EDITORIALS AND IN RESPONSES TO MEDIA INQUIRIES. ON OCCASION, MAYO'S POLICY PERSPECTIVE MAY BE INCLUDED IN THE SPEECH CONTENT OF MAYO LEADERS. 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 2019, THE EXPENSES ASSOCIATED WITH THE ABOVE LOBBYING ACTIVITIES THAT ARE REPORTED ON THE 2019 MAYO CLINIC GROUP FEDERAL FORM 990 TOTALED $1,257,203.
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) 2019


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 instructions and the latest information.
OMB No. 1545-0047
2019
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 ......... 6  
2 Aggregate value of contributions to (during year) 835,650  
3 Aggregate value of grants from (during year) 535,000  
4 Aggregate value at end of year ........ 3,166,662  
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 FASB 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 FASB 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 FASB 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) 2019

Schedule D (Form 990) 2019
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 .... 3,852,237,495 3,649,041,615 3,166,765,991 2,949,847,568 2,925,727,513
b Contributions ... 155,829,477 232,064,809 207,453,772 97,648,438 116,977,304
c Net investment earnings, gains, and losses 461,221,455 59,629,160 430,687,700 167,579,144 33,069,061
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
42,196,520 88,498,089 155,865,847 48,309,159 125,926,310
f Administrative expenses ....          
g End of year balance ...... 4,427,091,907 3,852,237,495 3,649,041,616 3,166,765,991 2,949,847,568
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet46.450 %
b
Permanent endowment SchDMd Bullet34.500 %
c
Term endowment SchDMd Bullet19.050 %
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 .....   86,958,196 86,958,196
b Buildings ....   1,718,728,625 1,043,891,521 674,837,104
c Leasehold improvements   66,083,877 32,959,931 33,123,946
d Equipment ....   1,630,950,732 1,041,239,161 589,711,571
e Other .....   70,495,796   70,495,796
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,455,126,613
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
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
9,749,386,769 F

(B) BOND-RELATED TRUSTEE HELD INVESTMENTS
15,583,173 F

(C) TECH BASED VENTURES
11,683,028 C
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 9,776,652,970
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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
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  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,213,742,904
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) 2019

Schedule D (Form 990) 2019
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 FINANCIAL STATEMENTS: MOST OF THE INCOME RECEIVED BY THE CLINIC AND ITS SUBSIDIARIES IS EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. SOME OF ITS SUBSIDIARIES ARE TAXABLE ENTITIES, AND SOME OF THE INCOME RECEIVED BY OTHERWISE EXEMPT ENTITIES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME (UBI). THE CLINIC AND ITS SUBSIDIARIES FILE INCOME TAX RETURNS IN THE U.S., INCLUDING FEDERAL AND VARIOUS STATE RETURNS, AS WELL AS CERTAIN FOREIGN JURISDICTIONS. THE STATUTES OF LIMITATIONS FOR TAX YEARS 2016 THROUGH 2018 REMAIN OPEN IN 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 AND ULTIMATELY ASSESSED $12 MILLION IN TAXES FOR YEARS 2003-2012. THE RESULTS OF THIS AUDIT WERE ULTIMATELY LITIGATED IN U.S. DISTRICT COURT. ON AUGUST 6,2019, THE COURT ISSUED A SUMMARY JUDGMENT IN FAVOR OF THE CLINIC. THE IRS HAS APPEALED THIS DECISION. THIS RULING HAS BEEN TAKEN INTO CONSIDERATION DURING THE CLINIC'S DETERMINATION OF UNRECOGNIZED TAX BENEFITS. THE CLINIC'S RESERVE FOR UNCERTAIN TAX POSITIONS, INCLUDING INTEREST AND PENALTIES, DID NOT CHANGE SIGNIFICANTLY DURING THE YEAR ENDED DECEMBER 31,2019. AS OF DECEMBER 31,2019 AND 2018, THE RESERVE TOTALED $14 MILLION. 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) 2019


Additional Data


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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 the latest information.
OMB No. 1545-0047 2019Open 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
Yes
 
 
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) (2019)
Schedule E (Form 990 or 990EZ) (2019)
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 MEDICAL SCHOOL 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) (2019)
Additional Data


Software ID:  
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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
2019
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" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region
(f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN 0 257 TRAVEL   340,990
EAST ASIA AND THE PACIFIC 0 924 TRAVEL   2,002,763
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 2,043 TRAVEL   4,610,901
MIDDLE EAST AND NORTH AFRICA 0 396 TRAVEL   2,160,280
NORTH AMERICA 0 1,325 TRAVEL   1,646,658
RUSSIA AND THE NEIGHBORING STATES 0 50 TRAVEL   70,075
SOUTH AMERICA 0 335 TRAVEL   473,645
SOUTH ASIA 0 190 TRAVEL   356,750
SUB-SAHARAN AFRICA 0 105 TRAVEL   171,394
EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES PATIENT CARE 30,178
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 5 PROGRAM SERVICES PATIENT CARE 123,990
MIDDLE EAST AND NORTH AFRICA 0 8 PROGRAM SERVICES PATIENT CARE 99,843
SOUTH AMERICA 0 1 PROGRAM SERVICES CONSULTING 11,060
NORTH AMERICA 0 2 PROGRAM SERVICES EDUCATION CONFERENCE - MAYO SPONSOR 201,988
MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES EDUCATION CONFERENCE - MAYO SPONSOR 115,960
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 12 FUNDRAISING   746,088
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   1,337,896,557
EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS EXPENSE    
EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS   696,872,256
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS EXPENSE   11,176,924
EUROPE (INCLUDING ICELAND AND GREENLAND) 1 0 INVESTMENTS   898,809,671
MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS   362,954
NORTH AMERICA 0 0 INVESTMENTS   101,641,050
RUSSIA AND THE NEIGHBORING STATES 0 0 INVESTMENTS   3,227,626
SOUTH AMERICA 0 0 INVESTMENTS   8,535,667
SOUTH ASIA 0 0 INVESTMENTS   129,704,013
SUB-SAHARAN AFRICA 0 0 INVESTMENTS   19,892,805
EAST ASIA AND THE PACIFIC 1 10 UNRELATED BUSINESS ACTIVITY REFERENCE LAB 295,567
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 4 UNRELATED BUSINESS ACTIVITY REFERENCE LAB 373
MIDDLE EAST AND NORTH AFRICA 0 14 UNRELATED BUSINESS ACTIVITY REFERENCE LAB 311,141
NORTH AMERICA 0 79 UNRELATED BUSINESS ACTIVITY REFERENCE LAB 744,132
SOUTH AMERICA 0 3 UNRELATED BUSINESS ACTIVITY REFERENCE LAB 24,365
3a Sub-total .... 0 5,520 11,662,062
b Total from continuation sheets to Part I ... 2 246 3,210,995,602
c Totals (add lines 3a and 3b) 2 5,766 3,222,657,664
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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 noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
EAST ASIA AND THE PACIFIC   11,300   0    
EAST ASIA AND THE PACIFIC   22,755   0    
EAST ASIA AND THE PACIFIC   29,400   0    
EAST ASIA AND THE PACIFIC   145,000   0    
EAST ASIA AND THE PACIFIC   19,995   0    
EAST ASIA AND THE PACIFIC   655,821   0    
EUROPE (INCLUDING ICELAND & GREENLAND)   48,000   0    
EUROPE (INCLUDING ICELAND & GREENLAND)   30,000   0    
EUROPE (INCLUDING ICELAND & GREENLAND)   86,917   0    
EUROPE (INCLUDING ICELAND & GREENLAND)   318,156   0    
EUROPE (INCLUDING ICELAND & GREENLAND)   17,976   0    
EUROPE (INCLUDING ICELAND & GREENLAND)   14,228   0    
EUROPE (INCLUDING ICELAND & GREENLAND)   77,839   0    
EUROPE (INCLUDING ICELAND & GREENLAND)   56,129   0    
NORTH AMERICA   38,500   0    
NORTH AMERICA   92,925   0    
NORTH AMERICA   7,900   0    
NORTH AMERICA   150,000   0    
NORTH AMERICA   166,563   0    
NORTH AMERICA   22,025   0    
NORTH AMERICA   67,202   0    
NORTH AMERICA   7,750   0    
NORTH AMERICA   55,022   0    
SOUTH ASIA   63,720   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
24
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
RESEARCH SUBAWARD EUROPE (INCLUDING ICELAND AND GREENLAND) 1 9,393 CHECK, ELECTRONIC FUND, OR WIRE TRANSFER     FMV
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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) 2019
Schedule F (Form 990) 2019
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 III ACCOUNTING 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. IS 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 $37,330,038 FOR BAIN CAPITAL CREDIT CLO 2017-2, LTD.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


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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
2019
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 10 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 82,469 0
MAUREEN OTIS
4850 WRIGHT RD STE 168
 
STAFFORD, TX77477
CONSULTS ON LEGAL ISSUES   No 0 12,900 0
 
TRUESENSE MARKETING
155 COMMERCE DRIVE
 
FREEDOM, PA15042
CONSULTING   No 0 524,640 0
 
TARGET MARKETEAM INC
600 NORTHPARK TOWN CTR1200 ABERNAT
 
ATLANTA, GA30328
CONSULTING   No 0 64,505 0
 
FOLEY AND LARDNER
ONE INDEPENDENT DR SUITE 1300
 
JACKSONVILLE, FL32202
CONSULTS ON LEGAL ISSUES   No 0 223,349 0
 
THE STELTER COMPANY
10435 NEW YORK AVE
 
DES MOINES, IA50322
DIRECT MAIL SERVICES   No 0 120,892 0
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   1,028,755  
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) 2019
Schedule G (Form 990 or 990-EZ) 2019
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) 2019
Schedule G (Form 990 or 990-EZ) 2019
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) 2019
Additional Data


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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
2019
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) 152,161,560 0     SUPPORT CHARITABLE PROGRAMS
(2) MAYO CLINIC ARIZONA
13400 EAST SHEA BOULEVARD
SCOTTSDALE,AZ85259
86-0800150 501(C)(3) 205,210,473 0     SUPPORT CHARITABLE PROGRAMS
(3) REGEN THERANOSTICS INC
3033 41ST ST NW STE 301
ROCHESTER,MN55901
27-1652200 - 3,288,557 0     SUPPORT RESEARCH PROGRAM
(4) REGENTS OF THE UNIV OF MN DBA UNIVERSITY OF MN
2221 UNIV AVE SE STE 111
MINNEAPOLIS,MN55414
41-6007513 STATE OF MN 2,523,210 0     SUPPORT RESEARCH AND EDUCATIONAL PROGRAMS
(5) REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM ST BOX 0812
SAN FRANCISCO,CA94143
94-6036493 STATE OF CA 1,643,771 0     SUPPORT RESEARCH PROGRAM
(6) UT MD ANDERSON CANCER CENTER
PO BOX 301439
HOUSTON,TX772301439
74-6001118 STATE OF TX 1,390,979 0     SUPPORT RESEARCH PROGRAM
(7) MCKESSON SPECIALTY PHARMACY
ONE POST STREET
SAN FRANCISCO,CA94104
20-4085284 - 1,334,151 0     SUPPORT RESEARCH PROGRAM
(8) DUKE UNIVERSITY
DUMC 3934
DURHAM,NC27710
56-0532129 501(C)(3) 1,332,642 0     SUPPORT CHARITABLE PROGRAMS
(9) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
200 FIRST STREET SW
ROCHESTER,MN55905
41-1506440 501(C)(3) 1,304,736 0     SUPPORT CHARITABLE PROGRAMS
(10) EMORY UNIVERSITY SCHOOL OF MEDICINE
1365-B CLIFTON RD
ATLANTA,GA30322
58-0566256 501(C)(3) 1,247,311 0     SUPPORT CHARITABLE PROGRAMS
(11) SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE
10901 N TORREY PINES RD
LA JOLLA,CA92037
51-0197108 501(C)(3) 1,241,398 0     SUPPORT CHARITABLE PROGRAMS
(12) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
ONE COLLEGE HALL
PHILADELPHIA,PA191046303
23-1352685 501(C)(3) 1,184,355 0     SUPPORT CHARITABLE PROGRAMS
(13) UNIVERSITY OF CHICAGO
5747 S ELLIS AVE 122
CHICAGO,IL606371043
36-2177139 501(C)(3) 906,015 0     SUPPORT CHARITABLE PROGRAMS
(14) COLUMBIA UNIVERSITY
630 W 168TH ST UNIT 39
NEW YORK,NY10032
13-5598093 501(C)(3) 792,353 0     SUPPORT CHARITABLE PROGRAMS
(15) THE REGENTS OF THE UNIVERSITY OF MICHIGAN
1500 E MEDICAL CENTER DR
ANN ARBOR,MI481090201
38-6006309 STATE OF MI 650,316 0     SUPPORT RESEARCH PROGRAM
(16) BRIGHAM AND WOMENS HOSPITAL
75 FRANCIS ST
BOSTON,MA02115
04-2312909 501(C)(3) 643,527 0     SUPPORT CHARITABLE PROGRAMS
(17) MAYO CLINIC HEALTH SYSTEM--FRANCISCAN MEDICAL CENTER INC
700 WEST AVE SOUTH
LA CROSSE,WI54601
39-0806374 501(C)(3) 633,392 0     SUPPORT CHARITABLE PROGRAMS
(18) THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
PO BOX 301418
DALLAS,TX753031418
74-1761309 501(C)(3) 630,339 0     SUPPORT CHARITABLE PROGRAMS
(19) WEILL CORNELL MEDICAL COLLEGE
1315 YORK AVENUE
NEW YORK,NY10021
13-1623978 501(C)(3) 602,717 0     SUPPORT CHARITABLE PROGRAMS
(20) MCHS--NORTHWEST WISCONSIN REGION INC
1221 WHIPPLE STREET
EAU CLAIRE,WI54702
39-0813418 501(C)(3) 1,072,424 0     SUPPORT CHARITABLE PROGRAMS
(21) DANA-FARBER CANCER INSTITUTE INC
450 BROOKLINE AVE
BOSTON,MA02215
04-2263040 501(C)(3) 565,698 0     SUPPORT CHARITABLE PROGRAMS
(22) DUKE UNIVERSITY HEALTH SYSTEM INC
3400 WAKE FOREST RD
CHARLOTTE,NC282751274
56-2070036 501(C)(3) 516,604 0     SUPPORT CHARITABLE PROGRAMS
(23) THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS
506 S WRIGHT 209 HAB MC-339
URBANA,IL61801
37-6000511 501(C)(3) 503,179 0     SUPPORT CHARITABLE PROGRAMS
(24) RUTGERS THE STATE UNIVERSITY OF NJ
57 US HIGHWAY 1
NEW BRUNSWICK,NJ089018554
22-6001086 STATE OF NJ 447,946 0     SUPPORT RESEARCH PROGRAM
(25) GE MEDICAL SYSTEMS INFORMATION TECHNOLOGIES INC
9900 W INNOVATION DR
MILWAUKEE,WI532264856
39-1046671 - 444,362 0     SUPPORT RESEARCH PROGRAM
(26) UTHSCSA-DEPT OF SURGERY
7703 FLOYD CURL DR
SAN ANTONIO,TX782293900
74-1586031 STATE OF TX 425,890 0     SUPPORT RESEARCH PROGRAM
(27) UNIVERSITY OF UTAH
110 S FORT DOUGLAS BLVD
SALT LAKE CITY,UT84113
87-6000525 STATE OF UT 424,373 0     SUPPORT RESEARCH PROGRAM
(28) THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUE
NEW YORK,NY10065
13-1624158 501(C)(3) 416,521 0     SUPPORT CHARITABLE PROGRAMS
(29) MINNEAPOLIS MEDICAL RESEARCH FOUNDATION HENNEPIN CTY
530 CHICAGO AVE
MINNEAPOLIS,MN55415
41-1677920 501(C)(3) 413,590 0     SUPPORT CHARITABLE PROGRAMS
(30) UNITED WAY OF OLMSTED COUNTY INC
903 WEST CENTER STREET
ROCHESTER,MN55902
41-0695594 501(C)(3) 410,000 0     SUPPORT CHARITABLE PROGRAMS
(31) HEALTHPARTNERS INSTITUTE FOR EDUCATION AND RESEARCH
PO BOX 1524
MINNEAPOLIS,MN554401524
41-1670163 501(C)(3) 389,232 0     SUPPORT CHARITABLE PROGRAMS
(32) UNIVERSITY OF WISCONSIN MEDICAL SCHOOL
600 HIGHLAND AVE
MADISON,WI53792
39-6006492 STATE OF WI 328,511 0     SUPPORT RESEARCH PROGRAM
(33) MCHS--SOUTHWEST MINNESOTA REGION
1025 MARSH STREET
MANKATO,MN56001
41-1236756 501(C)(3) 360,388 0     SUPPORT CHARITABLE PROGRAMS
(34) AMERICAN COLLEGE OF SURGEONS
633 N SAINT CLAIR ST
CHICAGO,IL606115005
36-2192800 501(C)(3) 305,150 0     SUPPORT CHARITABLE PROGRAMS
(35) WASHINGTON UNIVERSITY
CAMPUS BOX 8063 660 S EUCLID AVE
ST LOUIS,MO63110
43-0653611 501(C)(3) 294,349 0     SUPPORT CHARITABLE PROGRAMS
(36) MCHS--AUSTIN FOUNDATION
300 EIGHTH AVE NW
AUSTIN,MN55912
30-0107471 501(C)(3) 291,725 0     SUPPORT CHARITABLE PROGRAMS
(37) UNIVERSITY OF SOUTHERN CALIFORNIA
1510 SAN PABLO HCC 514
LOS ANGELES,CA90033
95-1642394 501(C)(3) 291,391 0     SUPPORT CHARITABLE PROGRAMS
(38) 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) 269,745 0     SUPPORT CHARITABLE PROGRAMS
(39) UNIVERSITY OF MIAMI
PO BOX 248106
CORAL GABLES,FL331242912
59-0624458 501(C)(3) 263,673 0     SUPPORT CHARITABLE PROGRAMS
(40) CLEVELAND CLINIC EDUCATIONAL FOUNDATION
PO BOX 931653
CLEVELAND,OH44193
34-0714585 501(C)(3) 258,135 0     SUPPORT CHARITABLE PROGRAMS
(41) UNIVERSITY OF FLORIDA
33 TIGERT HALL
GAINESVILLE,FL32611
59-6002052 STATE OF FL 255,529 0     SUPPORT RESEARCH PROGRAM
(42) THE SALVATION ARMY NORTHERN DIVISION - SERVING MN & ND
2445 PRIOR AVE N
ROSEVILLE,MN55113
41-0698597 501(C)(3) 250,547 0     SUPPORT CHARITABLE PROGRAMS
(43) UNIVERSITY OF ST THOMAS
2115 SUMMIT AVENUE
ST PAUL,MN55105
41-0693970 501(C)(3) 250,000 0     SUPPORT CHARITABLE PROGRAMS
(44) ROCHESTER DOWNTOWN ALLIANCE
311 SOUTH BROADWAY SUITE A2
ROCHESTER,MN55904
20-2435646 501(C)(6) 250,000 0     SUPPORT EXEMPT PURPOSE
(45) UNIVERSITY OF IOWA
105 JESSUP HALL
IOWA CITY,IA52242
42-6004813 STATE OF IA 249,949 0     SUPPORT RESEARCH PROGRAM
(46) MCHS--SOUTHEAST MINNESOTA REGION
1000 FIRST DRIVE NW
AUSTIN,MN55912
41-1404075 501(C)(3) 247,169 0     SUPPORT CHARITABLE PROGRAMS
(47) OHIO STATE UNIVERSITY RESEARCH FOUNDATION
1010 LINCOLN TOWER 1800 CANNON DR
COLUMBUS,OH432101230
31-6401599 501(C)(3) 245,620 0     SUPPORT CHARITABLE PROGRAMS
(48) THOUGHT LEADERSHIP & INNOVATION FOUNDATION
16775 WHIRLAWAY COURT
LEESBURG,VA20176
45-3090698 501(C)(3) 244,820 0     SUPPORT CHARITABLE PROGRAMS
(49) 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) 243,520 0     SUPPORT CHARITABLE PROGRAMS
(50) CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVE
CLEVELAND,OH441067037
34-1018992 501(C)(3) 242,790 0     SUPPORT CHARITABLE PROGRAMS
(51) AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS
9400 WEST HIGGINS RD
ROSEMONT,IL600184974
36-2110592 - 228,072 0     SUPPORT RESEARCH PROGRAM
(52) BIOMERICS ATL LLC DBA THOMAS MEDICAL INC
6102 VICTORY WAY
INDIANAPOLIS,IN46278
82-5174695 - 218,850 0     SUPPORT RESEARCH PROGRAM
(53) PORTLAND STATE UNIVERSITY
1825 SW BROADWAY
PORTLAND,OR97232
36-4776757 115(1) 218,571 0     SUPPORT RESEARCH PROGRAM
(54) OREGON HEALTH & SCIENCES UNIVERSITY
3181 SW SAM JACKSON PARK ROAD
PORTLAND,OR97239
93-1176109 STATE OF OR 205,659 0     SUPPORT RESEARCH PROGRAM
(55) ORLANDO HEALTH INC
1414 KUHL AVENUE MP8
ORLANDO,FL32806
59-1726273 501(C)(3) 205,162 0     SUPPORT CHARITABLE PROGRAMS
(56) STANFORD UNIVERSITY
1450 PAGE MILL RD
STANFORD,CA94304
94-1156365 501(C)(3) 199,580 0     SUPPORT CHARITABLE PROGRAMS
(57) YALE UNIVERSITY
PO BOX 7619
NEW HAVEN,CT06519
06-0646973 501(C)(3) 188,792 0     SUPPORT CHARITABLE PROGRAMS
(58) BENCHMARK ELECTRONICS INC
56 SOUTH ROCKFORD DRIVE
TEMPE,AZ852816070
74-2211011 - 187,328 0     SUPPORT RESEARCH PROGRAM
(59) JOHNS HOPKINS UNIVERSITY
1101 E 33RD ST STE D200
BALTIMORE,MD21218
52-0595110 501(C)(3) 186,694 0     SUPPORT CHARITABLE PROGRAMS
(60) UNIVERSITY OF ROCHESTER
518 HYLAN BUILDING BOX 270140
ROCHESTER,NY14627
16-0743209 501(C)(3) 186,144 0     SUPPORT CHARITABLE PROGRAMS
(61) SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES RD TPC 2
LA JOLLA,CA92037
33-0435954 501(C)(3) 182,435 0     SUPPORT CHARITABLE PROGRAMS
(62) UNIVERSITY OF PUERTO RICO MEDICAL SCIENCES CAMPUS
PO BOX 365067
SAN JUAN,PR009365067
66-0433762 COMM OF PR 181,322 0     SUPPORT RESEARCH PROGRAM
(63) THOMAS JEFFERSON UNIVERSITY HOSPITAL-NURSING SERVICE
111 SOUTH 11TH STREET 1940 GIBBON
PHILADELPHIA,PA19107
23-1352651 501(C)(3) 180,793 0     SUPPORT CHARITABLE PROGRAMS
(64) MCHS--ST JAMES
1101 MOULTON PARSONS DR PO BOX 460
ST JAMES,MN56081
41-0797368 501(C)(3) 179,920 0     SUPPORT CHARITABLE PROGRAMS
(65) AVERA MCKENNAN
740 S HILL
SIOUX FALLS,SD570588760
46-0224743 501(C)(3) 176,539 0     SUPPORT CHARITABLE PROGRAMS
(66) HENRY FORD HEALTH SYSTEM
2799 W GRAND BLVD
DETROIT,MI48202
38-1357020 501(C)(3) 173,967 0     SUPPORT CHARITABLE PROGRAMS
(67) CORINDUS INC
309 WAVERLEY OAKS ROAD SUITE 105
WALTHAM,MA02452
68-0673201 - 173,776 0     SUPPORT RESEARCH PROGRAM
(68) RETINA FOUNDATION OF THE SOUTHWEST
9600 N CENTRAL EXPRESSWAY STE 200
DALLAS,TX75231
51-0151514 501(C)(3) 172,719 0     SUPPORT CHARITABLE PROGRAMS
(69) INTERMOUNTAIN HEALTH CARE
36 S STATE ST STE 2200
SALT LAKE CITY,UT84111
87-0269232 501(C)(3) 172,005 0     SUPPORT CHARITABLE PROGRAMS
(70) UNIVERSITY OF PITTSBURGH
4200 5TH AVE
PITTSBURGH,PA15260
25-0965591 501(C)(3) 170,784 0     SUPPORT CHARITABLE PROGRAMS
(71) UT SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BLVD
DALLAS,TX753900860
75-6002868 STATE OF TX 168,401 0     SUPPORT RESEARCH PROGRAM
(72) THE FTD DISORDERS REGISTRY
637 CAROLINA ST
SAN FRANCISCO,CA941072725
47-3601782 501(C)(3) 165,156 0     SUPPORT RESEARCH PROGRAM
(73) CITY OF HOPE NATIONAL MEDICAL CENTER
1500 E DUARTE RD
DUARTE,CA910100269
95-1683875 501(C)(3) 162,500 0     SUPPORT CHARITABLE PROGRAMS
(74) BOSTON UNIVERSITY SCHOOL OF MEDICINE
715 ALBANY STREET A-305
BOSTON,MA021182526
04-2103547 501(C)(3) 162,078 0     SUPPORT CHARITABLE PROGRAMS
(75) TEXAS A&M UNIVERSITY
1250 TAMU KENNY KIMBAL KNY K
COLLEGE STATION,TX77843
74-6000531 STATE OF TX 160,859 0     SUPPORT RESEARCH PROGRAM
(76) THE GENEVA FOUNDATION
PO BOX 98687
LAKEWOOD,WA98496
91-1593913 501(C)(3) 160,101 0     SUPPORT CHARITABLE PROGRAMS
(77) ENSCO INC
5400 PORT ROYAL RD
SPRINGFIELD,VA221512301
54-1250229 - 158,251 0     SUPPORT RESEARCH PROGRAM
(78) FORRESTHUNT INC
2106 RINGTAIL RIDGE
AUSTIN,TX787466224
74-2881528 - 152,025 0     SUPPORT RESEARCH PROGRAM
(79) GEORGIA TECH RESEARCH CORPORATION
505 10TH STREET NW
ATLANTA,GA30332
58-0603146 501(C)(3) 151,937 0     SUPPORT CHARITABLE PROGRAMS
(80) MCHS--FAIRMONT
800 CLINIC CIRCLE
FAIRMONT,MN56031
41-0760836 501(C)(3) 927,923 0     SUPPORT CHARITABLE PROGRAMS
(81) 3D GLASS SOLUTIONS
5201 VENICE AVE NE STE D
ALBUQUERQUE,NM871132337
20-4940418 - 149,999 0     SUPPORT RESEARCH PROGRAM
(82) OHIO STATE UNIVERSITY
558 DOAN HALL 410 W 10TH AVENUE
COLUMBUS,OH43210
31-6025986 STATE OF OH 147,702 0     SUPPORT RESEARCH PROGRAM
(83) UNIVERSITY OF WASHINGTON
325 9TH AVE
SEATTLE,WA98195
91-6001537 STATE OF WA 145,908 0     SUPPORT RESEARCH PROGRAM
(84) ONCOLOGY HEMATOLOGY ASSOCIATES OF CENTRAL ILLINOIS PC
8940 N WOOD SAGE RD
PEORIA,IL61615
37-1331017 - 145,509 0     SUPPORT RESEARCH PROGRAM
(85) PROMETHEUS RESEARCH LLC
1 AUDUBON ST
NEW HAVEN,CT065116433
56-2464583 - 145,000 0     SUPPORT RESEARCH PROGRAM
(86) MINNESOTA CHILDRENS MUSEUM
10 WEST SEVENTH STREET
ST PAUL,MN55102
41-1354181 501(C)(3) 132,500 0     SUPPORT CHARITABLE PROGRAMS
(87) POSSIBILITIES OF SOUTHERN MINNESOTA INC
1808 3RD AVE SE
ROCHESTER,MN55904
41-0853397 501(C)(3) 125,000 0     SUPPORT CHARITABLE PROGRAMS
(88) ROSWELL PARK CANCER INSTITUTE
ELM AND CARLTON STREETS
BUFFALO,NY14263
16-1552370 115(1) 122,595 0     SUPPORT RESEARCH PROGRAM
(89) GENERAL ELECTRIC COMPANY
41 FARNSWORTH STREET
BOSTON,MA02210
14-0689340 - 122,576 0     SUPPORT RESEARCH PROGRAM
(90) ALASKA NATIVE TRIBAL HEALTH CONSORTIUM
4000 AMBASSADOR DR
ANCHORAGE,AK99508
92-0162721 501(C)(3) 117,017 0     SUPPORT CHARITABLE PROGRAMS
(91) BLOOD SYSTEMS INC
PO BOX 53022
PHOENIX,AZ850723022
86-0098929 501(C)(3) 115,930 0     SUPPORT CHARITABLE PROGRAMS
(92) SLOAN-KETTERING INSTITUTE FOR CANCER RESEARCH
1275 YORK AVE
NEW YORK,NY10065
13-1624182 501(C)(3) 115,371 0     SUPPORT CHARITABLE PROGRAMS
(93) TREASURER VIRGINIA TECH CE
702 UNIVERSITY CITY BLVD
BLACKSBURG,VA24061
54-6001805 STATE OF VA 114,609 0     SUPPORT RESEARCH PROGRAM
(94) GEORGE MASON UNIVERSITY
4400 UNIVERSITY DR
FAIRFAX,VA22030
54-0836354 STATE OF VA 114,380 0     SUPPORT RESEARCH PROGRAM
(95) UNIVERSITY OF COLORADO
4200 E 9TH AVE BOX 8188
DENVER,CO802660001
84-6000555 STATE OF CO 108,351 0     SUPPORT RESEARCH PROGRAM
(96) MONTEFIORE MEDICAL CENTER
111 E 210TH ST
BRONX,NY10467
13-1740114 501(C)(3) 108,091 0     SUPPORT CHARITABLE PROGRAMS
(97) ROCHESTER AREA FOUNDATION
400 SOUTH BROADWAY SUITE 300
ROCHESTER,MN55904
41-6017740 501(C)(3) 108,000 0     SUPPORT CHARITABLE PROGRAMS
(98) SAGE BIONETWORKS
1100 FAIRVIEW AVE N
SEATTLE,WA981091024
26-4489946 501(C)(3) 104,399 0     SUPPORT CHARITABLE PROGRAMS
(99) NYU DEPARTMENT OF RADIOLOGY
560 1ST AVE
NEW YORK,NY100164998
13-5562309 STATE OF NY 101,934 0     SUPPORT RESEARCH PROGRAM
(100) GENERAL HOSPITAL CORPORATION
55 FRUIT
BOSTON,MA02114
04-2697983 501(C)(3) 100,101 0     SUPPORT CHARITABLE PROGRAMS
(101) GEORGETOWN UNIVERSITY
255 BASIC SCIENCE BLDG 3900
RESERVOIR RD NW
WASHINGTON,DC20057
53-0196603 501(C)(3) 99,565 0     SUPPORT CHARITABLE PROGRAMS
(102) ALLINA HEALTH SYSTEM
PO BOX 43
MINNEAPOLIS,MN55440
36-3261413 501(C)(3) 99,032 0     SUPPORT CHARITABLE PROGRAMS
(103) MINNESOTA HEALTHSOLUTIONS CORPORATION
976 SUMMIT AVE
ST PAUL,MN55105
20-4428357 - 98,327 0     SUPPORT RESEARCH PROGRAM
(104) MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE
CAMBRIDGE,MA021394307
04-2103594 501(C)(3) 96,615 0     SUPPORT CHARITABLE PROGRAMS
(105) HARVARD MEDICAL SCHOOL
260 LONGWOOD RM 262
BOSTON,MA021155720
04-2103580 501(C)(3) 92,427 0     SUPPORT CHARITABLE PROGRAMS
(106) UNIVERSITY OF MISSISSIPPI MEDICAL CENTER HOSPITAL
2500 N STATE ST
JACKSON,MS392164505
64-6008520 STATE OF MS 90,208 0     SUPPORT RESEARCH PROGRAM
(107) DYSLEXIA INSTITUTE OF MINNESOTA INC
847 5TH ST NW
ROCHESTER,MN55901
41-1633734 501(C)(3) 90,000 0     SUPPORT CHARITABLE PROGRAMS
(108) TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
445 N FIFTH STREET SUITE 600
PHOENIX,AZ85004
75-3065445 501(C)(3) 89,027 0     SUPPORT CHARITABLE PROGRAMS
(109) UNIVERSITY OF MISSOURI KANSAS DBA UNIVERSITY OF MISSOURI COLUMBIA COLLEGE O
4011 DISCOVERY DR
COLUMBIA,MO65201
43-6003859 STATE OF MO 86,786 0     SUPPORT RESEARCH PROGRAM
(110) CANCER CENTER OF KANSAS PA
PO BOX 1458
WICHITA,KS672011458
48-1181579 - 84,104 0     SUPPORT RESEARCH PROGRAM
(111) AURORA HEALTH CARE
960 N 12TH ST STE 4120
MILWAUKEE,WI53233
39-1595302 501(C)(3) 83,650 0     SUPPORT CHARITABLE PROGRAMS
(112) RED LAKE COMPREHENSIVE HEALTH SERVICES
PO BOX 249
RED LAKE,MN56671
41-0991295 - 82,926 0     SUPPORT RESEARCH PROGRAM
(113) NORTHSHORE UNIVERSITY
2650 RIDGE AVENUE
EVANSTON,IL60201
36-2167060 501(C)(3) 80,304 0     SUPPORT CHARITABLE PROGRAMS
(114) MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC
55 FRUIT ST BLDG RM 205
BOSTON,MA021142622
04-2807148 501(C)(3) 80,000 0     SUPPORT CHARITABLE PROGRAMS
(115) YOUNG MENS CHRISTIAN ASSOCIATION OF THE GREATER TWIN CITIES
2125 EAST HENNEPIN AVENUE
MINNEAPOLIS,MN55413
45-2563299 501(C)(3) 79,490 0     SUPPORT CHARITABLE PROGRAMS
(116) CARLE FOUNDATION HOSPITAL
611 WEST PARK ST
URBANA,IL61801
37-1119538 501(C)(3) 78,986 0     SUPPORT CHARITABLE PROGRAMS
(117) ESSENTIA INSTITUTE OF RURAL
502 E SECOND ST
DULUTH,MN55805
27-1291124 501(C)(3) 77,544 0     SUPPORT CHARITABLE PROGRAMS
(118) FIRSTHEALTH OF THE CAROLINAS INC DBA MOORE REGIONAL HOSPITAL
155 MEMORIAL DR PO BOX 3000
PINEHURST,NC28374
56-1936354 501(C)(3) 77,446 0     SUPPORT CHARITABLE PROGRAMS
(119) MCHS--LAKE CITY
904 LAKESHORE DRIVE SOUTH
LAKE CITY,MN55041
41-1906820 501(C)(3) 76,360 0     SUPPORT CHARITABLE PROGRAMS
(120) SOUTH DAKOTA HEALTH RESEARCH FOUNDATION
1400 W 22ND ST
SIOUX FALLS,SD57105
46-0450378 501(C)(3) 76,214 0     SUPPORT CHARITABLE PROGRAMS
(121) CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER
111 MARKET STREET
WINONA,MN55987
41-0721636 501(C)(3) 75,000 0     SUPPORT CHARITABLE PROGRAMS
(122) UNIVERSITY OF ALABAMA AT BIRMINGHAM
1665 UNIVERSITY BLVD STE 327
BIRMINGHAM,AL352940022
63-6005396 STATE OF AL 74,247 0     SUPPORT RESEARCH PROGRAM
(123) MOUNTAIN PARK HEALTH CENTER
2702 N THIRD ST STE 4020
PHOENIX,AZ85004
86-0498020 501(C)(3) 72,640 0     SUPPORT CHARITABLE PROGRAMS
(124) YUKON-KUSKOKWIM HEALTH CORPORATION
PO BOX 528
BETHEL,AK995590528
92-0041414 501(C)(3) 71,541 0     SUPPORT CHARITABLE PROGRAMS
(125) NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE
BOSTON,MA021150195
04-1679980 501(C)(3) 70,728 0     SUPPORT CHARITABLE PROGRAMS
(126) HAZELDEN BETTY FORD FOUNDATION
15251 PLEASEANT VALLEY RD
CENTER CITY,MN55012
41-0682405 501(C)(3) 70,634 0     SUPPORT RESEARCH PROGRAM
(127) GE PRECISION HEALTHCARE LLC
3000 N GRANDVIEW BLVD
WAUKESHA,WI531881615
83-0849145 - 66,191 0     SUPPORT RESEARCH PROGRAM
(128) REGENSTRIEF INSTITUTE INC
1101 WEST 10TH STREET
INDIANAPOLIS,IN46202
30-0007730 501(C)(3) 65,725 0     SUPPORT CHARITABLE PROGRAMS
(129) CENTRAL AMERICAN MEDICAL OUTREACH INC
322 WESTWOOD AVE
ORRVILLE,OH446671762
34-1740695 501(C)(3) 62,324 0     SUPPORT RESEARCH PROGRAM
(130) ST ELIZABETH MEDICAL CENTER INC DBA ST ELIZABETH HEALTHCARE
1 MEDICAL VILLAGE DRIVE
EDGEWOOD,KY41017
61-0445850 501(C)(3) 62,030 0     SUPPORT CHARITABLE PROGRAMS
(131) UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES
4301 WEST MARKHAM 812
LITTLE ROCK,AR722017101
71-6046242 STATE OF AR 61,769 0     SUPPORT RESEARCH PROGRAM
(132) NOVO ENGINEERING INC
1350 SPECIALTY DR STE A
VISTA,CA92081
88-0519771 - 60,004 0     SUPPORT RESEARCH PROGRAM
(133) MIDDLESEX HOSPITAL
28 CRESCENT ST
MIDDLETOWN,CT064573654
06-0646718 501(C)(3) 60,000 0     SUPPORT RESEARCH PROGRAM
(134) REGENTS OF THE UNIVERSITY OF CALIFORNIA AT LOS ANGELES
10945 LE CONTE AVE STE 2339 BOX
951687
LOS ANGELES,CA90095
95-6006143 STATE OF CA 59,981 0     SUPPORT RESEARCH PROGRAM
(135) WASHINGTON STATE UNIVERSITY
240 FRENCH ADMINISTRATION BLDG PO
BOX 641025
PULLMAN,WA991641025
91-6001108 STATE OF WA 59,267 0     SUPPORT RESEARCH PROGRAM
(136) CARNEGIE INSTITUTION OF WASHINGTON
1530 P STREET NW
WASHINGTON,DC20005
53-0196523 501(C)(3) 59,219 0     SUPPORT CHARITABLE PROGRAMS
(137) UNIVERSITY OF CALIFORNIA REGENTS
1200 DUTTON HALL ONE SHIELDS AVE
DAVIS,CA956168549
94-6036494 STATE OF CA 57,997 0     SUPPORT RESEARCH PROGRAM
(138) NORTH CAROLINA STATE UNIVERSITY
2711 SULLIVAN DR CAMPUS BOX 7205
RALEIGH,NC276950001
56-6000756 STATE OF NC 57,178 0     SUPPORT RESEARCH PROGRAM
(139) ST VINCENT HOSPITAL
835 S VAN BUREN ST
GREEN BAY,WI54307
39-0817529 501(C)(3) 57,154 0     SUPPORT CHARITABLE PROGRAMS
(140) UNIVERSITY OF MARYLAND
620 WEST LEXINGTON STREET
BALTIMORE,MA21201
52-6002033 STATE OF MD 56,807 0     SUPPORT RESEARCH PROGRAM
(141) CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
4828 AIRPORT CENTER PKWY
CHARLOTTE,NC282601979
56-0529945 STATE OF NC 56,395 0     SUPPORT RESEARCH PROGRAM
(142) TRUSTEES OF DARTMOUTH COLLEGE DBA DARTMOUTH COLLEGE
37 DEWEY FIELD RD STE 6163
HANOVER,NH03755
02-0222111 501(C)(3) 56,306 0     SUPPORT CHARITABLE PROGRAMS
(143) ELITE TECHNICAL SERVICES INC DBA ELITE TECHNICAL
3281 VETERANS MEM HWY SUITE E-17
RONKONKOMA,NY117797675
11-3125782 - 56,259 0     SUPPORT RESEARCH PROGRAM
(144) DARTMOUTH-HITCHCOCK MEDICAL CENTER
ONE MEDICAL CENTER DRIVE
LEBANON,NH03756
02-0222140 501(C)(3) 55,745 0     SUPPORT CHARITABLE PROGRAMS
(145) TRUTH INITIATIVE FOUNDATION
900 G ST NW 4TH FLR
WASHINGTON,DC20001
91-1956621 501(C)(3) 54,605 0     SUPPORT CHARITABLE PROGRAMS
(146) RXC AQUISITION COMPANY DBA RX CROSSROADS BY MCKESSON
10101 WOODLOCH FOREST
THE WOODLANDS,TX773801975
20-3113620 - 54,090 0     SUPPORT RESEARCH PROGRAM
(147) CITY OF ROCHESTER
201 4TH STREET SE
ROCHESTER,MN55904
41-6005494 CTY OF ROCHESTER 52,500 0     SUPPORT COMMUNITY PROGRAMS
(148) BOYS AND GIRLS CLUB OF ROCHESTER
1026 EAST CENTER STREET
ROCHESTER,MN55904
41-1945875 501(C)(3) 51,700 0     SUPPORT CHARITABLE PROGRAMS
(149) CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BOULEVARD
LOS ANGELES,CA90027
95-1690977 501(C)(3) 50,750 0     SUPPORT CHARITABLE PROGRAMS
(150) SCIENCE MUSEUM OF MINNESOTA
120 WEST KELLOGG BLVD
ST PAUL,MN55102
41-0706172 501(C)(3) 50,000 0     SUPPORT CHARITABLE PROGRAMS
(151) HEMOPHILIA FOUNDATION OF MN D
750 SOUTH PLAZA DR STE 207
MENDOTA HEIGHTS,MN55120
41-6032276 501(C)(3) 50,000 0     SUPPORT CHARITABLE PROGRAMS
(152) ARIZONA STATE UNIVERSITY
411 N CENTRAL AVE
PHOENIX,AZ85004
86-0196696 STATE OF AZ 49,348 0     SUPPORT RESEARCH AND EDUCATIONAL PROGRAMS
(153) ESSENTIA HEALTH
502 E SECOND ST
DULUTH,MN55805
20-0360007 501(C)(3) 49,070 0     SUPPORT CHARITABLE PROGRAMS
(154) COLORADO STATE UNIVERSITY
8008 CAMPUS DELIVERY
FORT COLLINS,CO805238008
84-6000545 STATE OF CO 46,771 0     SUPPORT RESEARCH PROGRAM
(155) MAYO CLINIC FLORIDA
4201 BELFORT ROAD
JACKSONVILLE,FL32216
59-0714831 501(C)(3) 43,780,938 0     SUPPORT CHARITABLE PROGRAMS
(156) CHANNEL ONE INC
131 35TH ST SE
ROCHESTER,MN55904
41-1379713 501(C)(3) 45,000 0     SUPPORT CHARITABLE PROGRAMS
(157) CHILDRENS HOSPITAL COLORADO
13123 EAST16TH AVE B120
AURORA,CO80045
84-0166760 501(C)(3) 44,500 0     SUPPORT RESEARCH PROGRAM
(158) INTEGRATIVE MEDICINE SERVICE
BOX 303 1275 YORK AVE
NEW YORK,NY10021
13-1624082 501(C)(3) 44,405 0     SUPPORT CHARITABLE PROGRAMS
(159) WILLIAM SANSUM DIABETES CENTER
2219 BATH ST
SANTA BARBARA,CA93105
95-1684086 501(C)(3) 44,231 0     SUPPORT CHARITABLE PROGRAMS
(160) SEATTLE CHILDRENS HOSPITAL AND REGIONAL MEDICAL CENTER
4800 SAND POINT WAY NE
SEATTLE,WA98105
91-0564748 501(C)(3) 43,188 0     SUPPORT CHARITABLE PROGRAMS
(161) MCLEOD REGIONAL MEDICAL CENTER OF THE PEE DEE INC
555 EAST CHEVES STREET
FLORENCE,SC295010551
57-0370242 501(C)(3) 42,250 0     SUPPORT CHARITABLE PROGRAMS
(162) MISSOURI BAPTIST MEDICAL CENTER
3015 N BALLAS ROAD
ST LOUIS,MO63131
43-0652656 501(C)(3) 42,187 0     SUPPORT CHARITABLE PROGRAMS
(163) MAINE CENTRE FOR CANCER MEDICINE & BLOOD DISORDERS PA DBA NEW ENGLAND CANCE
51 US ROUTE 1 STE B
SCARBOROUGH,ME040747145
01-0357684 - 41,215 0     SUPPORT RESEARCH PROGRAM
(164) UNIVERSITY OF NOTRE DAME DU LAC
5914 SHAWNEE COURT APT 2A
MISHAWAKA,IN46545
35-0868188 501(C)(3) 41,132 0     SUPPORT RESEARCH PROGRAM
(165) OLMSTED OUTREACH
PO BOX 882
ROCHESTER,MN55901
41-1941871 501(C)(3) 41,000 0     SUPPORT CHARITABLE PROGRAMS
(166) TRUSTEES OF TUFTS COLLEGE
419 BOSTON AVE
MEDFORD,MA02155
04-2103634 501(C)(3) 40,709 0     SUPPORT CHARITABLE PROGRAMS
(167) HACKENSACK UNIVERSITY MEDICAL CENTER
30 PROSPECT AVE
HACKENSACK,NJ07601
22-1487576 501(C)(3) 40,500 0     SUPPORT RESEARCH PROGRAM
(168) NAMI SOUTHEAST MINNESOTA
2200 2ND ST SW 203
ROCHESTER,MN55902
36-3504277 501(C)(3) 40,000 0     SUPPORT CHARITABLE PROGRAMS
(169) ELDER NETWORK
1130 1/2 7TH ST NW SUITE 205
ROCHESTER,MN55901
41-1704390 501(C)(3) 40,000 0     SUPPORT CHARITABLE PROGRAMS
(170) INTERCULTURAL MUTUAL ASSISTANCE ASSOCIATION
2500 VALLEYHIGH DR NW
ROCHESTER,MN559012739
41-1497753 501(C)(3) 38,500 0     SUPPORT CHARITABLE PROGRAMS
(171) QUALTEK MOLECULAR LABORATORIES
6483 CALLE REAL STE A
GOLETA,CA93117
77-0446167 - 38,061 0     SUPPORT RESEARCH PROGRAM
(172) RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
PO BOX 400202
CHARLOTTESVILLE,VA229044202
54-6001796 STATE OF VA 37,861 0     SUPPORT RESEARCH PROGRAM
(173) ST JUDE CHILDRENS RESEARCH HOSPITAL INC
262 DANNY THOMAS PLACE
MEMPHIS,TN381053678
62-0646012 501(C)(3) 37,613 0     SUPPORT CHARITABLE PROGRAMS
(174) MAYO CLINIC HOSPITAL-- ROCHESTER
200 FIRST STREET SW
ROCHESTER,MN55905
41-0944601 501(C)(3) 37,284 0     SUPPORT CHARITABLE PROGRAMS
(175) LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL CENTER
1124 W CARSON ST BLDG N-14
TORRANCE,CA90502
95-2138184 501(C)(3) 36,000 0     SUPPORT CHARITABLE PROGRAMS
(176) VANDERBILT UNIVERSITY MEDICAL CENTER
1211 MEDICAL CENTER DR
NASHVILLE,TN372320004
35-2528741 501(C)(3) 35,156 0     SUPPORT RESEARCH PROGRAM
(177) COMMUNITY DENTAL CARE INC
1670 BEAM AVE SUITE 204
MAPLEWOOD,MN55109
04-3692982 501(C)(3) 35,000 0     SUPPORT CHARITABLE PROGRAMS
(178) LEGAL ASSISTANCE OF OLMSTED COUNTY
1136 7TH ST NW
ROCHESTER,MN55901
41-0992471 501(C)(3) 35,000 0     SUPPORT CHARITABLE PROGRAMS
(179) NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED MAINTAINING
535 EAST 70TH STREET
NEW YORK,NY10021
13-1624135 501(C)(3) 34,234 0     SUPPORT CHARITABLE PROGRAMS
(180) MEDICAL COLLEGE OF WISCONSIN FROEDTERT HOSPITAL
9200 W WISCONSIN AVE
MILWAUKEE,WI53226
39-0806261 501(C)(3) 34,008 0     SUPPORT CHARITABLE PROGRAMS
(181) DIVERSITY COUNCIL
1130 1/2 7TH ST NW
ROCHESTER,MN55901
41-1709139 501(C)(3) 33,500 0     SUPPORT CHARITABLE PROGRAMS
(182) RHODE ISLAND HOSPITAL
593 EDDY ST
PROVIDENCE,RI029034970
05-0258954 501(C)(3) 32,450 0     SUPPORT CHARITABLE PROGRAMS
(183) WOMEN'S SHELTER INC
PO BOX 457
ROCHESTER,MN55903
41-1316614 501(C)(3) 32,000 0     SUPPORT CHARITABLE PROGRAMS
(184) NORTHWESTERN UNIVERSITY FEINBERG SCHOOL OF MEDICINE
750 N KALE SHORE DR
CHICAGO,IL606113008
36-2167817 501(C)(3) 30,534 0     SUPPORT CHARITABLE PROGRAMS
(185) AMERICAN CANCER SOCIETY INC
250 WILLIAMS STREET NW
ATLANTA,GA30303
13-1788491 501(C)(3) 30,000 0     SUPPORT CHARITABLE PROGRAMS
(186) BEAR CREEK SERVICES INC
3108 HIGHWAY 52 NORTH
ROCHESTER,MN55901
41-1390671 501(C)(3) 30,000 0     SUPPORT CHARITABLE PROGRAMS
(187) ROCHESTER ART CENTER
40 CIVIC DRIVE SE
ROCHESTER,MN55904
41-0799310 501(C)(3) 30,000 0     SUPPORT CHARITABLE PROGRAMS
(188) CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BLVD
LOS ANGELES,CA90048
95-1644600 501(C)(3) 29,999 0     SUPPORT CHARITABLE PROGRAMS
(189) RAPID CITY REGIONAL HOSPITAL
353 FAIRMONT BLVD
RAPID CITY,SD57709
46-0319070 501(C)(3) 29,690 0     SUPPORT CHARITABLE PROGRAMS
(190) HEBREW REHABILITATION CENTER DBA HEBREW SENIOR LIFE
1200 CENTRE STREET
BOSTON,MA02131
04-2104298 501(C)(3) 29,498 0     SUPPORT RESEARCH PROGRAM
(191) 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
(192) JEREMIAH PROGRAM
615 FIRST AVENUE NE
MINNEAPOLIS,MN55413
41-1801834 501(C)(3) 28,000 0     SUPPORT CHARITABLE PROGRAMS
(193) GIFT OF LIFE INC
705 2ND STREET SW
ROCHESTER,MN55901
41-1495845 501(C)(3) 28,000 0     SUPPORT CHARITABLE PROGRAMS
(194) ST CLOUD HOSPITAL
1406 6TH AVE N
ST CLOUD,MN56303
41-0695596 501(C)(3) 27,214 0     SUPPORT CHARITABLE PROGRAMS
(195) TEMPLE POSTGRADUATE TEMPLE UNIV MED SCHOOL CME OFC
3400 N BROAD ST
PHILADELPHIA,PA19140
23-1365971 501(C)(3) 26,820 0     SUPPORT CHARITABLE PROGRAMS
(196) RONALD MCDONALD HOUSE OF ROCHESTER MINNESOTA INC
850 2ND STREET SW
ROCHESTER,MN55902
41-1344744 501(C)(3) 25,500 0     SUPPORT CHARITABLE PROGRAMS
(197) APPLE TREE DENTAL
8960 SPRINGBROOK DRIVE NW
MINNEAPOLIS,MN55433
36-3411437 501(C)(3) 25,000 0     SUPPORT CHARITABLE PROGRAMS
(198) RECOVERY IS HAPPENING
25 16TH STREET NE
ROCHESTER,MN55906
45-1259706 501(C)(3) 25,000 0     SUPPORT CHARITABLE PROGRAMS
(199) DOCS RECOVERY HOUSE
14 4TH ST SW STE 203
ROCHESTER,MN55902
81-2012220 501(C)(3) 25,000 0     SUPPORT CHARITABLE PROGRAMS
(200) CHILDREN'S DENTAL HEALTH SERVICES
903 WEST CENTER RM 8
ROCHESTER,MN55902
20-3677586 501(C)(3) 25,000 0     SUPPORT CHARITABLE PROGRAMS
(201) TERASAKI FAMILY FOUNDATION DBA TERASAKI RESEARCH INSTITUT
1018 WESTWOOD BLVD
LOS ANGELES,CA900242903
95-4249502 501(C)(3) 25,000 0     SUPPORT RESEARCH PROGRAM
(202) ROCHESTER CIVIC THEATRE INC
20 CIVIC CENTER DR SE
ROCHESTER,MN55904
41-0829271 501(C)(3) 24,500 0     SUPPORT CHARITABLE PROGRAMS
(203) ALBANY MEDICAL COLLEGE
47 NEW SCOTLAND AVE
ALBANY,NY12208
14-1338310 501(C)(3) 24,185 0     SUPPORT CHARITABLE PROGRAMS
(204) UNIVERSITY OF VERMONT
128 LAKESIDE AVE SUITE 100
BURLINGTON,VT05401
03-0179440 STATE OF VT 24,105 0     SUPPORT RESEARCH PROGRAM
(205) UNIVERSITY OF ARIZONA
PO BOX 3520
TUCSON,AZ857223520
74-2652689 501(C)(3) 23,038 0     SUPPORT CHARITABLE PROGRAMS
(206) APTITUDE HEALTH LLC
5901-C PEACHTREE DUNWOODY RD STE
C200
ATLANTA,GA303286160
82-3684999 - 22,957 0     SUPPORT RESEARCH PROGRAM
(207) MOSES H CONE MEMORIAL HOSPITAL OPERATING CORPORATION
501 N ELAM AVE
GREENSBORO,NC27403
58-1588823 501(C)(3) 22,200 0     SUPPORT CHARITABLE PROGRAMS
(208) ALBERT EINSTEIN COLLEGE OF MEDICINE INC
111 E 210TH ST
BRONX,NY10467
47-2209056 501(C)(3) 20,755 0     SUPPORT CHARITABLE PROGRAMS
(209) LOWELL GENERAL HOSPITAL CANCER CENTER
295 VARNUM AVE
LOWELL,MA01854
04-2103590 501(C)(3) 20,500 0     SUPPORT RESEARCH PROGRAM
(210) HEBREW HOME FOR THE AGED AT RIVERDALE
5901 PALISADE AVE
BRONX,NY10471
13-1739971 501(C)(3) 20,156 0     SUPPORT CHARITABLE PROGRAMS
(211) ISD 535
EDUCATIONAL SERVICES CENTER 334
16TH ST SE
ROCHESTER,MN55904
41-6002803 STATE OF MN 20,123 0     SUPPORT RESEARCH AND EDUCATIONAL PROGRAMS
(212) GAMEHAVEN COUNCIL INC BOY SCOUTS OF AMERICA
1124 SE 11TH ST
ROCHESTER,MN559044097
41-0698309 501(C)(3) 20,000 0     SUPPORT CHARITABLE PROGRAMS
(213) OLMSTED MEDICAL CENTER
PO BOX 4300
ROCHESTER,MN559034300
41-0855367 501(C)(3) 20,000 0     SUPPORT CHARITABLE PROGRAMS
(214) OLMSTED COUNTY
151 4TH ST SE
ROCHESTER,MN55904
41-6005859 CT OF OLMSTED 19,756 0     SUPPORT RESEARCH PROGRAM
(215) VANDERBILT UNIVERSITY
1285 MRB IV
NASHVILLE,TN372320575
62-0476822 501(C)(3) 19,250 0     SUPPORT CHARITABLE PROGRAMS
(216) LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVENUE
CHICAGO,IL60611
36-1408475 501(C)(3) 19,000 0     SUPPORT CHARITABLE PROGRAMS
(217) USAGAINSTALZHEIMERS NETWORK INC
1101 K STREET NW NO 400
WASHINGTON,DC20005
45-0672514 501(C)(3) 18,480 0     SUPPORT CHARITABLE PROGRAMS
(218) MINNEAPOLIS HEART INSTITUTE FOUNDATION
920 E 28TH ST STE 100
MINNEAPOLIS,MN55407
41-1426406 501(C)(3) 18,170 0     SUPPORT CHARITABLE PROGRAMS
(219) WESTAT INC
1650 RESEARCH BLVD
ROCKVILLE,MD208503195
84-0529566 - 16,846 0     SUPPORT RESEARCH PROGRAM
(220) SOUTHEASTERN MINNESOTA YOUTH ORCHESTRA INC
1001 14TH STREET NW
ROCHESTER,MN55901
41-1427785 501(C)(3) 16,500 0     SUPPORT CHARITABLE PROGRAMS
(221) CHARTERHOUSE INC
211 SECOND STREET NW
ROCHESTER,MN55901
41-1405254 501(C)(3) 19,854 0     SUPPORT CHARITABLE PROGRAMS
(222) THE MIRIAM HOSPITAL
164 SUMMIT AVE
PROVIDENCE,RI029034970
05-0258905 501(C)(3) 15,175 0     SUPPORT CHARITABLE PROGRAMS
(223) INDIANA UNIVERSITY
575 RILEY HOSPITAL DR
INDIANAPOLIS,IN46202
35-6001673 STATE OF IN 15,114 0     SUPPORT RESEARCH PROGRAM
(224) EXERCISABILITIES INC
5335 EAST FRONTAGE RD NW
ROCHESTER,MN559015931
45-5214117 501(C)(3) 15,000 0     SUPPORT CHARITABLE PROGRAMS
(225) SOMALIA REBUILD ORGANIZATION
707 6TH AVENUE NW
ROCHESTER,MN55901
46-1751962 501(C)(3) 15,000 0     SUPPORT CHARITABLE PROGRAMS
(226) CHILDREN OF DESTINY
3270 19TH STREET NW SUITE 208
ROCHESTER,MN55901
06-1777757 501(C)(3) 15,000 0     SUPPORT CHARITABLE PROGRAMS
(227) UNIVERSITY OF CONNECTICUT HEALTH CENTER
263 FARMINGTON AVE - MC 1507
FARMINGTON,CT060301507
52-1725543 STATE OF CT 14,989 0     SUPPORT RESEARCH PROGRAM
(228) FISHER CLINICAL SERVICES
7554 SCHANTZ ROAD
ALLENTOWN,PA181069032
23-2544260 - 14,942 0     SUPPORT RESEARCH PROGRAM
(229) ADVARRA INC DBA SCHULMAN IRB
6940 COLUMBIA GATEWAY DR STE 110
COLUMBIA,MD210462878
31-1358981 - 14,454 0     SUPPORT RESEARCH PROGRAM
(230) CONSUMERS FOR DENTAL CHOICE INC
316 F STREET NE SUITE 212
WASHINGTON,DC20002
52-2257385 501(C)(3) 14,000 0     SUPPORT CHARITABLE PROGRAMS
(231) WINTHROP UNIVERSITY HOSPITAL ASSOCIATION
259 FIRST ST
MINEOLA,NY11501
11-1633486 501(C)(3) 13,975 0     SUPPORT CHARITABLE PROGRAMS
(232) BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE
1500 E DUARTE RD
DUARTE,CA91010
95-3432210 501(C)(3) 13,108 0     SUPPORT CHARITABLE PROGRAMS
(233) ABILITY BUILDING CENTER INC
PO BOX 6938
ROCHESTER,MN55903
41-0829178 501(C)(3) 12,525 0     SUPPORT CHARITABLE PROGRAMS
(234) ROCHESTER REPERTORY
PO BOX 608
ROCHESTER,MN55903
41-1540218 501(C)(3) 12,500 0     SUPPORT CHARITABLE PROGRAMS
(235) COMMUNITY FOOD RESPONSE
810 3RD AVE SE
ROCHESTER,MN55904
41-1757102 501(C)(3) 12,500 0     SUPPORT CHARITABLE PROGRAMS
(236) 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
(237) INSTITUTE FOR CANCER RESEARCH
333 COTTMAN AVE
PHILADELPHIA,PA19111
23-6296135 501(C)(3) 11,647 0     SUPPORT CHARITABLE PROGRAMS
(238) IOWA ONCOLOGY RESEARCH
300 E LOCUST ST STE 350
DES MOINES,IA503091854
47-5634159 - 11,500 0     SUPPORT RESEARCH PROGRAM
(239) CHORAL ARTS ENSEMBLE OF ROCHESTER
1001 14TH STREET NW ROOM/STE 900
ROCHESTER,MN55901
36-3465792 501(C)(3) 10,750 0     SUPPORT CHARITABLE PROGRAMS
(240) BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON
1201 9TH AVE
SEATTLE,WA981012795
91-0653422 501(C)(3) 10,611 0     SUPPORT CHARITABLE PROGRAMS
(241) OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH ST
OKLAHOMA CITY,OK73104
73-0580274 501(C)(3) 10,483 0     SUPPORT CHARITABLE PROGRAMS
(242) ROCHESTER DOWNTOWN FARMERS MARKET
PO BOX 6554
ROCHESTER,MN55903
20-3177629 501(C)(3) 10,000 0     SUPPORT CHARITABLE PROGRAMS
(243) SOUTHEAST SERVICE COOPERATIVE
210 WOOD LAKE DR SE
ROCHESTER,MN55904
41-1333904 STATE OF MN 10,000 0     SUPPORT RESEARCH AND EDUCATIONAL PROGRAMS
(244) HONORS CHOIRS OF SOUTHEAST MINNESOTA
1001 14TH STREET NW
ROCHESTER,MN559012534
41-1747145 501(C)(3) 10,000 0     SUPPORT CHARITABLE PROGRAMS
(245) BLACK DATA PROCESSING ASSOCIATION SE MN CHAPTER
423 MANOR BROOK LANE NW
ROCHESTER,MN55901
41-1929150 501(C)(3) 10,000 0     SUPPORT CHARITABLE PROGRAMS
(246) MINNESOTA OVARIAN CANCER ALLIANCE INC
4604 CHICAGO AVE S
MINNEAPOLIS,MN55407
41-1960449 501(C)(3) 10,000 0     SUPPORT CHARITABLE PROGRAMS
(247) THE SAINT PAUL FOUNDATION
101 5TH ST E STE 2400
ST PAUL,MN551011800
41-6031510 501(C)(3) 10,000 0     SUPPORT CHARITABLE PROGRAMS
(248) 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
(249) ROCHESTER SWIMMING INC
720 27TH STREET NW
ROCHESTER,MN55901
47-3368655 501(C)(3) 10,000 0     SUPPORT CHARITABLE PROGRAMS
(250) RT AUTISM AWARENESS FOUNDATION INC
329 ELTON HILLS DRIVE NW
ROCHESTER,MN55901
56-2328202 501(C)(3) 10,000 0     SUPPORT CHARITABLE PROGRAMS
(251) ROCHESTER ARTS COUNCIL
30 CIVIC CENTER DRIVE SE
ROCHESTER,MN55904
20-4748879 501(C)(3) 10,000 0     SUPPORT CHARITABLE PROGRAMS
(252) MINNESOTA STATE COLLEGES AND UNIVERSITIES
236 WIGLEY ADMINISTRATION CENTER
MANKATO,MN56001
41-1687554 STATE OF MN 10,000 0     SUPPORT RESEARCH AND EDUCATIONAL PROGRAMS
(253) MCGUFF PHARMACEUTICALS INC
2921 W MACARTHUR BLVD SUITE 141
SANTA ANA,CA92704
71-0878810 - 10,000 0     SUPPORT RESEARCH PROGRAM
(254) WAKE FOREST UNIVERSITY HEALTH SCIENCES-ULTRASOUND
MEDICAL CENTER BLVD
WINSTONSALEM,NC271571039
22-3849199 501(C)(3) 9,505 0     SUPPORT CHARITABLE PROGRAMS
(255) UNIVERSITY OF NEBRASKA DBA UNIV OF NEBRASKA MEDICAL CENTER
986800 NEBRASKA MEDICAL CENTER
OMAHA,NE681985050
47-0049123 STATE OF NE 9,280 0     SUPPORT RESEARCH PROGRAM
(256) TUFTS MEDICAL CENTER INC
800 WASHINGTON STREET BOX 468
BOSTON,MA02111
04-3400617 501(C)(3) 9,173 0     SUPPORT CHARITABLE PROGRAMS
(257) SPECTRUM HEALTH HOSPITALS DBA GRAND RAPIDS CLINICAL ONCOLOGY
100 MICHIGAN NE
GRAND RAPIDS,MI49503
38-1360529 501(C)(3) 8,516 0     SUPPORT CHARITABLE PROGRAMS
(258) NEW HAMPSHIRE ONCOLOGY
200 TECHNOLOGY DR
HOOKSETT,NH031062505
02-0335060 - 8,385 0     SUPPORT RESEARCH PROGRAM
(259) TRUSTEES OF PURDUE UNIVERSITY
401 S GRANT ST
WEST LAFAYETTE,IN47907
35-6002041 STATE OF IN 8,241 0     SUPPORT RESEARCH PROGRAM
(260) FAMILY SERVICE ROCHESTER INC
1110 SIXTH STREET NW
ROCHESTER,MN559011839
41-0883453 501(C)(3) 8,000 0     SUPPORT CHARITABLE PROGRAMS
(261) HOAG MEMORIAL HOSPITAL PRESBYTERIAN
ONE HOAG DRIVE BOX 6100
NEWPORT BEACH,CA92658
95-1643327 501(C)(3) 8,000 0     SUPPORT CHARITABLE PROGRAMS
(262) MISSOURI VALLEY CANCER CONSORTIUM
7070 SPRING ST
OMAHA,NE68106
47-0773531 501(C)(3) 7,896 0     SUPPORT CHARITABLE PROGRAMS
(263) UNIVERSITY OF MASSACHUSETTS
55 LAKE AVE NORTH
WORCESTER,MA01655
04-3167352 STATE OF MA 7,865 0     SUPPORT RESEARCH PROGRAM
(264) CARDIOLOGY ASSOCIATES OF SCHENECTADY
2546 BALLTOWN RD STE 300
SCHENECTADY,NY12309
14-1729272 - 7,725 0     SUPPORT RESEARCH PROGRAM
(265) SOUTHERN MINNESOTA INITIATIVE FOUNDATION
525 FLORENCE AVE
OWATONNA,MN55060
36-3454285 501(C)(3) 7,500 0     SUPPORT CHARITABLE PROGRAMS
(266) BOLDER OPTIONS
2100 STEVENS AVENUE SOUTH
MINNEAPOLIS,MN55404
41-1909408 501(C)(3) 7,500 0     SUPPORT CHARITABLE PROGRAMS
(267) MULTICARE HEALTH SYSTEMS
PO BOX 5299
TACOMA,WA98415
91-1352172 501(C)(3) 7,191 0     SUPPORT CHARITABLE PROGRAMS
(268) YMCA CAMP OLSON
4160 LITTLE BOY RD NE
LONGVILLE,MN56655
41-0967781 501(C)(3) 7,000 0     SUPPORT CHARITABLE PROGRAMS
(269) MINNESOTA ZOO FOUNDATION
13000 ZOO BOULEVARD
APPLE VALLEY,MN55124
51-0147653 501(C)(3) 7,000 0     SUPPORT CHARITABLE PROGRAMS
(270) UC REGENTS UNIV OF CALIFORNIA-SD
9500 GILMAN DR MC 0617
LA JOLLA,CA920930617
95-6006144 STATE OF CA 6,913 0     SUPPORT RESEARCH PROGRAM
(271) ALTRU HEALTH SYSTEM
1200 S COLUMBIA RD
GRAND FORKS,ND58206
45-0310462 501(C)(3) 6,500 0     SUPPORT RESEARCH PROGRAM
(272) TOLEDO CLINIC INC
4235 SECOR RD
TOLEDO,OH436234299
34-0936207 - 6,404 0     SUPPORT RESEARCH PROGRAM
(273) BANNER HEALTH RESEARCH INSTITUTE
1441 NORTH 12TH STREET
PHOENIX,AZ85006
45-0233470 501(C)(3) 6,095 0     SUPPORT CHARITABLE PROGRAMS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
241
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
32
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
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) SCHOLARSHIPS 678 10,303,114      
(2) MEDICAL STUDENT STIPENDS 430 8,669,583      
(3) CHARITABLE SUPPORT OF INDIVIDUALS 47 112,636      
(3)
(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 INDIVIDUALS AND OTHER ORGANIZATIONS ARE MONITORED BY MAYO AS PRESCRIBED IN TITLE 2 U.S. CODE OF FEDERAL REGULATIONS PART 200, UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS (UNIFORM GUIDANCE), SUBPART D-SUBRECIPIENT MONITORING AND MANAGEMENT 200.331 REQUIREMENTS FOR PASS-THROUGH ENTITIES. SHORT-TERM FINANCIAL ASSISTANCE AND SUPPORT IS PROVIDED TO EMPLOYEES AND INDIVIDUALS EXPERIENCING TEMPORARY HARDSHIPS. GRANTS ARE PROVIDED BASED ON A PROVEN NEED AND ARE NOT MONITORED. MEDICAL STUDENT STIPENDS ARE 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. MERIT-BASED AND NEEDS-BASED SCHOLARSHIPS AND GRANTS ARE AWARDED TO INDIVIDUALS PURSUING A DEGREE IN A HEALTHCARE FIELD AND ARE CONTINGENT UPON ON-GOING SATISFACTORY ACADEMIC PROGRESS.
Schedule I (Form 990) 2019



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
2019
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 on 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 on 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) 2019

Schedule J (Form 990) 2019
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
1FARRUGIA MD GIANRICO
PRESIDENT/CEO/TRUSTEE
(i)

(ii)
0
-------------
2,205,438
0
-------------
0
0
-------------
479,937
0
-------------
55,946
0
-------------
33,839
0
-------------
2,775,160
0
-------------
0
2GOSTOUT MD BOBBIE S
TRUSTEE/VP
(i)

(ii)
0
-------------
1,459,957
0
-------------
0
0
-------------
295,503
0
-------------
69,945
0
-------------
31,559
0
-------------
1,856,964
0
-------------
0
3BOLTON JEFFREY W
TRUSTEE/VP
(i)

(ii)
0
-------------
1,341,942
0
-------------
0
0
-------------
302,172
0
-------------
64,893
0
-------------
25,375
0
-------------
1,734,382
0
-------------
0
4HOFFMAN III HARRY N
TREASURER
(i)

(ii)
0
-------------
742,770
0
-------------
666,002
0
-------------
141,551
0
-------------
55,087
0
-------------
24,865
0
-------------
1,630,275
0
-------------
0
5KRAUSS MD WILLIAM E
PHYSICIAN
(i)

(ii)
1,137,807
-------------
0
0
-------------
0
254,267
-------------
0
60,436
-------------
0
30,581
-------------
0
1,483,091
-------------
0
0
-------------
0
6HARPER JR MD CHARLES M
TRUSTEE
(i)

(ii)
0
-------------
1,185,824
0
-------------
0
0
-------------
277,922
0
-------------
11,200
0
-------------
24,888
0
-------------
1,499,834
0
-------------
0
7LANZINO MD GIUSEPPE
PHYSICIAN
(i)

(ii)
1,133,806
-------------
0
0
-------------
0
188,885
-------------
0
52,011
-------------
0
30,548
-------------
0
1,405,250
-------------
0
0
-------------
0
8THIELEN MD KENT R
TRUSTEE/VP
(i)

(ii)
0
-------------
1,117,036
0
-------------
0
0
-------------
210,440
0
-------------
55,308
0
-------------
33,453
0
-------------
1,416,237
0
-------------
0
9MARSH MD W RICHARD
PHYSICIAN
(i)

(ii)
1,063,189
-------------
0
0
-------------
0
247,134
-------------
0
11,200
-------------
0
24,525
-------------
0
1,346,048
-------------
0
0
-------------
0
10CLARKE MD MICHELLE J
PHYSICIAN
(i)

(ii)
1,136,206
-------------
0
0
-------------
0
125,240
-------------
0
42,190
-------------
0
20,828
-------------
0
1,324,464
-------------
0
0
-------------
0
11SPINNER MD ROBERT J
PHYSICIAN
(i)

(ii)
1,031,299
-------------
0
0
-------------
0
225,767
-------------
0
54,826
-------------
0
11,064
-------------
0
1,322,956
-------------
0
0
-------------
0
12MEYER MD FREDRIC B
FORMER KEY EMPLOYEE
(i)

(ii)
0
-------------
1,069,547
0
-------------
0
0
-------------
238,458
0
-------------
11,205
0
-------------
35,353
0
-------------
1,354,563
0
-------------
0
13GORMAN PAUL A
ASST TREASURER
(i)

(ii)
0
-------------
626,282
0
-------------
537,002
0
-------------
93,747
0
-------------
59,487
0
-------------
30,963
0
-------------
1,347,481
0
-------------
0
14DAHLEN DENNIS E
CFO
(i)

(ii)
0
-------------
1,098,177
0
-------------
0
0
-------------
131,633
0
-------------
56,724
0
-------------
31,935
0
-------------
1,318,469
0
-------------
0
15OTLEY MD CLARK C
PHYSICIAN
(i)

(ii)
904,197
-------------
0
0
-------------
0
183,962
-------------
0
54,359
-------------
0
32,211
-------------
0
1,174,729
-------------
0
0
-------------
0
16GORES MD GREGORY J
PHYSICIAN
(i)

(ii)
953,251
-------------
0
0
-------------
0
181,490
-------------
0
11,204
-------------
0
26,833
-------------
0
1,172,778
-------------
0
0
-------------
0
17MURPHY JOSHUA B
SECY
(i)

(ii)
0
-------------
916,944
0
-------------
0
0
-------------
158,293
0
-------------
51,185
0
-------------
32,884
0
-------------
1,159,306
0
-------------
0
18GRAY MD RICHARD J
TRUSTEE/VP
(i)

(ii)
0
-------------
895,006
0
-------------
0
0
-------------
56,666
0
-------------
45,713
0
-------------
28,344
0
-------------
1,025,729
0
-------------
0
19WILLIAMSON MARY J
TRUSTEE
(i)

(ii)
792,806
-------------
0
0
-------------
0
127,838
-------------
0
51,600
-------------
0
35,497
-------------
0
1,007,741
-------------
0
0
-------------
0
20BERRY MD DANIEL J
TRUSTEE
(i)

(ii)
682,831
-------------
0
0
-------------
0
170,118
-------------
0
68,575
-------------
0
29,258
-------------
0
950,782
-------------
0
0
-------------
0
21DIASIO MD ROBERT B
PHYSICIAN
(i)

(ii)
743,742
-------------
0
0
-------------
0
163,921
-------------
0
5,687
-------------
0
26,161
-------------
0
939,511
-------------
0
0
-------------
0
22CALLSTROM MD MATTHEW R
PHYSICIAN
(i)

(ii)
696,422
-------------
0
0
-------------
0
131,145
-------------
0
56,428
-------------
0
22,748
-------------
0
906,743
-------------
0
0
-------------
0
23MENKOSKY PAULA E
TRUSTEE/ASST SECY
(i)

(ii)
0
-------------
730,923
0
-------------
0
0
-------------
113,345
0
-------------
58,198
0
-------------
29,304
0
-------------
931,770
0
-------------
0
24RIHAL MD CHARANJIT S
PHYSICIAN
(i)

(ii)
624,056
-------------
0
0
-------------
0
169,411
-------------
0
60,088
-------------
0
31,999
-------------
0
885,554
-------------
0
0
-------------
0
25NESSE MD ROBERT E
FORMER KEY EMPLOYEE
(i)

(ii)
0
-------------
673,953
0
-------------
0
0
-------------
199,207
0
-------------
11,200
0
-------------
25,548
0
-------------
909,908
0
-------------
0
26LUETMER MD PATRICK H
FORMER KEY EMPLOYEE
(i)

(ii)
640,254
-------------
0
0
-------------
0
127,578
-------------
0
66,376
-------------
0
31,713
-------------
0
865,921
-------------
0
0
-------------
0
27CAMILLERI MD MICHAEL
FORMER KEY EMPLOYEE
(i)

(ii)
596,409
-------------
0
0
-------------
0
211,059
-------------
0
11,200
-------------
0
25,975
-------------
0
844,643
-------------
0
0
-------------
0
28WALD MD JOHN T
PHYSICIAN
(i)

(ii)
642,904
-------------
0
0
-------------
0
110,297
-------------
0
60,075
-------------
0
29,012
-------------
0
842,288
-------------
0
0
-------------
0
29HEBL MD JAMES R
FORMER KEY EMPLOYEE
(i)

(ii)
676,754
-------------
0
0
-------------
0
73,996
-------------
0
49,920
-------------
0
29,134
-------------
0
829,804
-------------
0
0
-------------
0
30HAYES MD DAVID L
FORMER KEY EMPLOYEE
(i)

(ii)
606,944
-------------
0
0
-------------
0
177,633
-------------
0
11,200
-------------
0
29,082
-------------
0
824,859
-------------
0
0
-------------
0
31ROGER MD VERONIQUE L
TRUSTEE
(i)

(ii)
565,046
-------------
0
0
-------------
0
167,344
-------------
0
72,843
-------------
0
12,673
-------------
0
817,906
-------------
0
0
-------------
0
32ZORN CHRISTINA K
TRUSTEE/ASST SECY
(i)

(ii)
0
-------------
675,464
0
-------------
0
0
-------------
77,488
0
-------------
43,666
0
-------------
29,127
0
-------------
825,745
0
-------------
0
33NOSEWORTHY MD JOHN H
FORMER CEO/PRESIDENT
(i)

(ii)
0
-------------
41,200
0
-------------
0
0
-------------
735,644
0
-------------
2,425
0
-------------
0
0
-------------
779,269
0
-------------
0
34AMMASH MD NASER M
PHYSICIAN
(i)

(ii)
585,174
-------------
0
0
-------------
0
108,396
-------------
0
61,766
-------------
0
20,130
-------------
0
775,466
-------------
0
0
-------------
0
35BUSKIRK MD STEVEN J
TRUSTEE
(i)

(ii)
0
-------------
641,533
0
-------------
0
0
-------------
111,207
0
-------------
11,200
0
-------------
25,679
0
-------------
789,619
0
-------------
0
36FOOTE MD ROBERT L
FORMER KEY EMPLOYEE
(i)

(ii)
603,498
-------------
0
0
-------------
0
125,415
-------------
0
11,234
-------------
0
23,138
-------------
0
763,285
-------------
0
0
-------------
0
37LOFTUS MD CONOR G
FORMER KEY EMPLOYEE
(i)

(ii)
611,715
-------------
0
0
-------------
0
75,276
-------------
0
43,277
-------------
0
28,914
-------------
0
759,182
-------------
0
0
-------------
0
38HAEFLINGER RICKY J
ASST TREASURER
(i)

(ii)
362,541
-------------
0
270,972
-------------
0
31,395
-------------
0
67,727
-------------
0
14,105
-------------
0
746,740
-------------
0
0
-------------
0
39WILLIAMS MD AMY W
TRUSTEE
(i)

(ii)
549,831
-------------
0
0
-------------
0
104,129
-------------
0
66,687
-------------
0
6,939
-------------
0
727,586
-------------
0
0
-------------
0
40MORICE MD WILLIAM G
PHYSICIAN
(i)

(ii)
544,296
-------------
0
0
-------------
0
91,920
-------------
0
51,243
-------------
0
28,749
-------------
0
716,208
-------------
0
0
-------------
0
41GERTZ MD MORIE A
FORMER KEY EMPLOYEE
(i)

(ii)
456,626
-------------
0
0
-------------
0
202,287
-------------
0
11,200
-------------
0
22,879
-------------
0
692,992
-------------
0
0
-------------
0
42OKUNO MD SCOTT H
FORMER KEY EMPLOYEE
(i)

(ii)
500,212
-------------
0
0
-------------
0
94,685
-------------
0
57,396
-------------
0
30,070
-------------
0
682,363
-------------
0
0
-------------
0
43WHITED MD BRIAN L
FORMER KEY EMPLOYEE
(i)

(ii)
536,343
-------------
0
0
-------------
0
61,243
-------------
0
60,426
-------------
0
23,881
-------------
0
681,893
-------------
0
0
-------------
0
44FRANK MD IGOR
PHYSICIAN
(i)

(ii)
537,672
-------------
0
0
-------------
0
63,588
-------------
0
43,214
-------------
0
30,719
-------------
0
675,193
-------------
0
0
-------------
0
45KENDRICK MD MICHAEL L
PHYSICIAN
(i)

(ii)
529,165
-------------
0
0
-------------
0
58,187
-------------
0
48,770
-------------
0
28,656
-------------
0
664,778
-------------
0
0
-------------
0
46CIMA MD ROBERT R
PHYSICIAN
(i)

(ii)
521,883
-------------
0
0
-------------
0
57,070
-------------
0
50,457
-------------
0
26,987
-------------
0
656,397
-------------
0
0
-------------
0
47HADAWAY CHERYL J
CHAIR-DEPT OF DEVELOPMENT
(i)

(ii)
540,795
-------------
0
0
-------------
0
81,921
-------------
0
11,201
-------------
0
22,221
-------------
0
656,138
-------------
0
0
-------------
0
48KHAN MD AMIR R
PHYSICIAN
(i)

(ii)
504,474
-------------
0
0
-------------
0
69,579
-------------
0
51,494
-------------
0
28,599
-------------
0
654,146
-------------
0
0
-------------
0
49HAYES MD SHARONNE N
PHYSICIAN
(i)

(ii)
487,021
-------------
0
0
-------------
0
99,081
-------------
0
53,087
-------------
0
6,740
-------------
0
645,929
-------------
0
0
-------------
0
50BROWN MD MICHAEL J
PHYSICIAN
(i)

(ii)
488,580
-------------
0
0
-------------
0
66,338
-------------
0
47,765
-------------
0
31,245
-------------
0
633,928
-------------
0
0
-------------
0
51PETERS MD STEVE G
PHYSICIAN
(i)

(ii)
501,593
-------------
0
0
-------------
0
82,606
-------------
0
11,200
-------------
0
25,286
-------------
0
620,685
-------------
0
0
-------------
0
52HORLOCKER MD TERESE T
PHYSICIAN
(i)

(ii)
494,298
-------------
0
0
-------------
0
73,097
-------------
0
10,698
-------------
0
22,748
-------------
0
600,841
-------------
0
0
-------------
0
53CLARK LEON G
CHAIR-DEPT OF RESEARCH ADMIN
(i)

(ii)
459,686
-------------
0
0
-------------
0
50,448
-------------
0
55,557
-------------
0
28,456
-------------
0
594,147
-------------
0
0
-------------
0
54GAZELKA MD HALENA M
PHYSICIAN
(i)

(ii)
487,392
-------------
0
0
-------------
0
24,819
-------------
0
49,381
-------------
0
23,738
-------------
0
585,330
-------------
0
0
-------------
0
55NARR MD BRADLY J
PHYSICIAN
(i)

(ii)
421,000
-------------
0
0
-------------
0
118,557
-------------
0
11,200
-------------
0
25,187
-------------
0
575,944
-------------
0
0
-------------
0
56SANTRACH MD PAULA J
FORMER KEY EMPLOYEE
(i)

(ii)
457,177
-------------
0
0
-------------
0
59,207
-------------
0
45,579
-------------
0
11,606
-------------
0
573,569
-------------
0
0
-------------
0
57KRAHN MD LOIS E
TRUSTEE
(i)

(ii)
0
-------------
430,543
0
-------------
0
0
-------------
68,611
0
-------------
60,395
0
-------------
30,350
0
-------------
589,899
0
-------------
0
58WARNER MD MARK A
FORMER KEY EMPLOYEE
(i)

(ii)
350,562
-------------
0
0
-------------
0
174,288
-------------
0
11,200
-------------
0
22,559
-------------
0
558,609
-------------
0
0
-------------
0
59FRANCIS JAMES R
ASST TREASURER
(i)

(ii)
0
-------------
436,750
0
-------------
0
0
-------------
48,670
0
-------------
62,930
0
-------------
31,312
0
-------------
579,662
0
-------------
0
60DECKER MD WYATT W
FORMER VICE PRESIDENT
(i)

(ii)
0
-------------
39,101
0
-------------
0
0
-------------
455,814
0
-------------
52,607
0
-------------
2,248
0
-------------
549,770
0
-------------
0
61BLACK MD JOHN L
FORMER KEY EMPLOYEE
(i)

(ii)
424,957
-------------
0
0
-------------
0
73,284
-------------
0
11,200
-------------
0
19,664
-------------
0
529,105
-------------
0
0
-------------
0
62LUCCHINETTI MD CLAUDIA F
TRUSTEE
(i)

(ii)
392,362
-------------
0
0
-------------
0
42,707
-------------
0
58,965
-------------
0
28,259
-------------
0
522,293
-------------
0
0
-------------
0
63DIDEHBAN ROSHANAK
FORMER KEY EMPLOYEE
(i)

(ii)
435,477
-------------
0
0
-------------
0
21,873
-------------
0
35,413
-------------
0
10,179
-------------
0
502,942
-------------
0
0
-------------
0
64GREENE MD EDDIE L
TRUSTEE
(i)

(ii)
375,371
-------------
0
0
-------------
0
33,693
-------------
0
59,770
-------------
0
25,009
-------------
0
493,843
-------------
0
0
-------------
0
65AGERTER MD DAVID C
FORMER KEY EMPLOYEE
(i)

(ii)
339,145
-------------
0
0
-------------
0
119,520
-------------
0
11,200
-------------
0
22,409
-------------
0
492,274
-------------
0
0
-------------
0
66NELSON MD HEIDI
TRUSTEE
(i)

(ii)
298,134
-------------
0
0
-------------
0
130,792
-------------
0
8,400
-------------
0
10,594
-------------
0
447,920
-------------
0
0
-------------
0
67WEBER JOAN A
ASST TREASURER
(i)

(ii)
0
-------------
361,285
0
-------------
0
0
-------------
28,306
0
-------------
10,180
0
-------------
21,112
0
-------------
420,883
0
-------------
0
68UHLENKAMP SUSAN M
ASST TREASURER
(i)

(ii)
0
-------------
326,578
0
-------------
0
0
-------------
16,850
0
-------------
53,761
0
-------------
19,318
0
-------------
416,507
0
-------------
0
69HUBERT SHERRY L
ASST SECY
(i)

(ii)
0
-------------
295,811
0
-------------
0
0
-------------
11,336
0
-------------
58,912
0
-------------
30,604
0
-------------
396,663
0
-------------
0
70FROISLAND JEFFREY R
ASST TREASURER
(i)

(ii)
0
-------------
322,399
0
-------------
0
0
-------------
16,446
0
-------------
11,372
0
-------------
11,009
0
-------------
361,226
0
-------------
0
71LOCKETT KEVIN M
ASST TREASURER
(i)

(ii)
0
-------------
271,475
0
-------------
0
0
-------------
2,681
0
-------------
51,849
0
-------------
27,851
0
-------------
353,856
0
-------------
0
72NORBY MARK L
ASST TREASURER
(i)

(ii)
0
-------------
278,642
0
-------------
0
0
-------------
2,715
0
-------------
43,564
0
-------------
13,340
0
-------------
338,261
0
-------------
0
73BROWN WILLIAM A
ASST TREASURER
(i)

(ii)
0
-------------
241,871
0
-------------
0
0
-------------
5,706
0
-------------
9,506
0
-------------
24,512
0
-------------
281,595
0
-------------
0
74PAIGE SR KEVIN A
FORMER KEY EMPLOYEE
(i)

(ii)
47,983
-------------
0
0
-------------
0
105,842
-------------
0
65,576
-------------
0
3,693
-------------
0
223,094
-------------
0
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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 2019, NASER M. AMMASH M.D., DANIEL J.BERRY M.D., JOHN L. BLACK M.D., MATTHEW R. CALLSTROM M.D., ROSHANAK DIDEHBAN, IGOR FRANK M.D., CHERYL J. HADAWAY, DAVID L. HAYES M.D. AND CLARK C. OTLEY M.D. WERE PROVIDED BUSINESS/FIRST-CLASS AND/OR CHARTER TRAVEL JUSTIFIED BY BUSINESS NEED. THE TRAVEL WAS NOT TREATED AS TAXABLE COMPENSATION AS ALL FLIGHTS WERE BUSINESS RELATED. BUSINESS/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, BUSINESS/FIRST-CLASS AND CHARTER TRAVEL REQUIRE SEPARATE DOCUMENTATION OF BUSINESS NEED, APPROVAL BY A SENIOR OFFICER, AND OVERSIGHT REVIEW BY TRIP ACCOUNTING MANAGER AS DELEGATED BY THE MAYO CLINIC TRIP AND TRAVEL COMMITTEE. TRAVEL FOR COMPANIONS IS AVAILABLE TO ALL TRUSTEES AND EX-OFFICIOS SO THAT SPOUSES CAN ACCOMPANY THEM TO THE SITE OF BOARD MEETINGS. IN 2019, JAY ALIX, LINDA G. ALVARADO, MARY SUE COLEMAN, SAMUEL A. DI PIAZZA JR., WILLIAM W. GEORGE, GREGORY J. GORES, CHERYL J. HADAWAY, MICHAEL K. POWELL, VERONIQUE L. ROGER, RANDOLPH C. STEER AND ANNE M. SWEENEY 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 2019, DR. SCOTT H. OKUNO RECEIVED A HOUSING ALLOWANCE THAT WAS TREATED AS TAXABLE INCOME. EMPLOYEES PERFORMING WORK OUTSIDE THEIR HOME STATE HAVE THEIR COMPENSATION GROSSED UP IN THE FORM OF 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 2019, ONE OR MORE LISTED PERSONS RECEIVED THIS SUPPLEMENTAL PAYMENT. MOVING EXPENSE REIMBURSEMENT IS PROVIDED TO QUALIFYING EMPLOYEES WHEN JUSTIFIED BY BUSINESS NEED. IN 2019, ONE LISTED PERSON RECEIVED SUCH A PAYMENT WHICH INCLUDED A GROSS UP PAYMENT. THE GROSS UP PAYMENT WAS TREATED AS ADDITIONAL TAXABLE COMPENSATION. PURSUANT TO INSTITUTIONAL POLICIES, CERTAIN AWARDS HAVE A TAX GROSS-UP APPLIED IN ORDER TO NOT DIMINISH THE RECOGNITION AND CELEBRATORY NATURE OF THE AWARD. ONE OR MORE LISTED PERSONS RECEIVED AN AWARD, WHICH WAS TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS. 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. ONE OR MORE LISTED PERSONS RECEIVED THIS SERVICE, WHICH WAS TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS.
PART I, LINES 4A-C THIS ENTITY OR ITS AFFILIATE HAS A SUPPLEMENTAL RETIREMENT PLAN (SRP) DESIGNED TO ROUGHLY APPROXIMATE AN EXTENSION OF THE BENEFITS UNDER THE MAYO PENSION PLAN TO INCOME ABOVE THE INTERNAL REVENUE CODE QUALIFIED PLAN LIMIT IN SECTION 401(A)(17). STARTING JANUARY 1, 2011, ALL SRP BENEFITS ARE PAID AS AN ANNUAL TAXABLE CASH PAYMENT. THE FOLLOWING INDIVIDUALS PARTICIPATED IN OR RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). AGERTER M.D., DAVID C. $ 64,445 AMMASH M.D., NASER M. $ 91,789 BERRY M.D., DANIEL J. $ 129,009 BLACK M.D., JOHN L. $ 49,096 BOLTON, JEFFREY W. $ 284,425 BROWN M.D., MICHAEL J. $ 51,144 BUSKIRK M.D., STEVEN J. $ 99,109 CALLSTROM M.D., MATTHEW R. $ 113,188 CAMILLERI M.D., MICHAEL $ 116,168 CIMA M.D., ROBERT R. $ 50,235 CLARK, LEON G. $ 47,727 CLARKE M.D., MICHELLE J. $ 122,901 DAHLEN, DENNIS E. $ 117,841 DECKER M.D., WYATT W. $ 397,146 DIASIO M.D., ROBERT B. $ 131,272 DIDEHBAN, ROSHANAK $ 16,615 FARRUGIA M.D., GIANRICO $ 359,595 FOOTE M.D., ROBERT L. $ 101,290 FRANCIS, JAMES R. $ 41,748 FRANK M.D., IGOR $ 58,583 FROISLAND, JEFFREY R. $ 14,506 GAZELKA M.D., HALENA M. $ 23,108 GERTZ M.D., MORIE A. $ 87,551 GORES M.D., GREGORY J. $ 168,702 GORMAN, PAUL A. $ 89,547 GOSTOUT M.D., BOBBIE S. $ 278,030 GRAY M.D., RICHARD J. $ 53,562 GREENE M.D., EDDIE L. $ 28,815 HADAWAY, CHERYL J. $ 73,521 HAEFLINGER, RICKY J. $ 27,114 HARPER JR., M.D., CHARLES M. $ 257,115 HAYES M.D., DAVID L. $ 111,637 HAYES M.D., SHARONNE N. $ 85,275 HEBL M.D., JAMES R. $ 69,659 HOFFMAN III, HARRY N. $ 132,335 HORLOCKER M.D., TERESE T. $ 66,883 HUBERT, SHERRY L. $ 9,311 KENDRICK M.D., MICHAEL L. $ 55,742 KHAN M.D., AMIR R. $ 67,220 KRAHN M.D., LOIS E. $ 45,051 KRAUSS M.D., WILLIAM E. $ 246,966 LANZINO M.D., GIUSEPPE $ 184,352 LOCKETT, KEVIN M. $ 998 LOFTUS M.D., CONOR G. $ 73,279 LUCCHINETTI M.D., CLAUDIA F. $ 36,859 LUETMER M.D., PATRICK H. $ 109,408 MARSH M.D., W. RICHARD $ 225,811 MENKOSKY, PAULA E. $ 108,414 MEYER M.D., FREDRIC B. $ 225,266 MORICE M.D., WILLIAM G. $ 81,398 MURPHY, JOSHUA B. $ 153,387 NARR M.D., BRADLY J. $ 75,170 NELSON M.D., HEIDI $ 107,226 NESSE M.D., ROBERT E. $ 184,015 NORBY, MARK L. $ 1,731 NOSEWORTHY M.D., JOHN H. $ 689,080 OKUNO M.D., SCOTT H. $ 66,616 OTLEY M.D., CLARK C. $ 154,574 PAIGE SR., KEVIN A. $ 42,801 PETERS M.D., STEVE G. $ 67,972 RIHAL M.D., CHARANJIT S. $ 117,329 ROGER M.D., VERONIQUE L. $ 103,786 SANTRACH M.D., PAULA J. $ 53,312 SPINNER M.D., ROBERT J. $ 217,088 THIELEN M.D., KENT R. $ 139,012 UHLENKAMP, SUSAN M. $ 15,464 WALD M.D., JOHN T. $ 106,500 WARNER M.D., MARK A. $ 82,007 WEBER, JOAN A. $ 25,580 WHITED M.D., BRIAN L. $ 57,262 WILLIAMS M.D., AMY W. $ 82,331 WILLIAMSON, MARY J. $ 125,083 ZORN, CHRISTINA K. $ 75,350 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: FARRUGIA M.D., GIANRICO MARSH M.D., W. RICHARD PART II: COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION.
PART I, LINE 4B IN ADDITION TO THE ABOVE SUPPLEMENTAL RETIREMENT PLAN (SRP), THIS ENTITY OR ITS AFFILIATE ALSO HAVE A NONQUALIFIED DEFERRED COMPENSATION 457(B) PLAN. THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT FROM FIDELITY, AN UNRELATED ORGANIZATION, DURING THE TAX YEAR. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PAIGE SR., KEVIN A. $ 53,718
Schedule J (Form 990) 2019

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 instructions and the latest information.
OMB No. 1545-0047
2019
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 ............. 14,844,913     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 of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........
X   X     X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, 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) 2019

Schedule K (Form 990) 2019
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 % 0 % 1.000 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 % 0 %  
6 Total of lines 4 and 5 ............. 0 % 0 % 1.000 %  
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) 2019

Schedule K (Form 990) 2019
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: 11/15/2016 ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 05/08/2019
SCHEDULE K, PART I, COLUMN (E) AND PART II, LINE 3 THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR THE BOND ISSUES ARE INVESTMENT EARNINGS OR LOSSES.
Schedule K (Form 990) 2019

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 instructions and the latest information.
OMB No. 1545-0047
2019
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 ............. 14,844,913     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 of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........
X   X     X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, 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) 2019

Schedule K (Form 990) 2019
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 % 0 % 1.000 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 % 0 %  
6 Total of lines 4 and 5 ............. 0 % 0 % 1.000 %  
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) 2019

Schedule K (Form 990) 2019
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: 11/15/2016 ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 05/08/2019
SCHEDULE K, PART I, COLUMN (E) AND PART II, LINE 3 THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR THE BOND ISSUES ARE INVESTMENT EARNINGS OR LOSSES.
Schedule K (Form 990) 2019

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 instructions and the latest information.
OMB No. 1545-0047
2019
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 ............. 14,844,913     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 of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........
X   X     X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, 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) 2019

Schedule K (Form 990) 2019
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 % 0 % 1.000 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 % 0 %  
6 Total of lines 4 and 5 ............. 0 % 0 % 1.000 %  
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) 2019

Schedule K (Form 990) 2019
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: 11/15/2016 ISSUER NAME: CITY OF ROCHESTER, MINNESOTA DATE THE REBATE COMPUTATION WAS PERFORMED: 05/08/2019
SCHEDULE K, PART I, COLUMN (E) AND PART II, LINE 3 THE DIFFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 FOR THE BOND ISSUES ARE INVESTMENT EARNINGS OR LOSSES.
Schedule K (Form 990) 2019

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 instructions and the latest information.
OMB No. 1545-0047
2019
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 section 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 the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-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) 2019
Schedule L (Form 990 or 990-EZ) 2019
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. 338,605 EMPLOYMENT   No
(2) BOIS MD MELANIE C FAMILY MEMBER OF TRUSTEE BUSKIRK M.D., STEVEN J. 618,422 EMPLOYMENT   No
(3) EMANUEL ELZABETH M FAMILY MEMBER OF OFFICER UHLENKAMP, SUSAN M. 56,500 EMPLOYMENT   No
(4) ENRIQUEZ-SARANO MD MAURICE E FAMILY MEMBER OF TRUSTEE ROGER M.D., VERONIQUE L. 477,152 EMPLOYMENT   No
(5) FOOTE PATRICK H FAMILY MEMBER OF FKE FOOTE M.D., ROBERT L. 77,390 EMPLOYMENT   No
(6) FOOTE ROBERT T FAMILY MEMBER OF FKE FOOTE M.D., ROBERT L. 118,085 EMPLOYMENT   No
(7) GOSTOUT MD CHRISTOPHER J FAMILY MEMBER OF VP/TRUSTEE GOSTOUT M.D., BOBBIE S. 79,396 EMPLOYMENT   No
(8) HARPER SARAH B FAMILY MEMBER OF TRUSTEE HARPER JR., M.D., CHARLES M. 96,039 EMPLOYMENT   No
(9) HAYES MD DAVID L FAMILY MEMBER OF KEY EMPLOYEE HAYES M.D., SHARONNE N. 824,860 EMPLOYMENT   No
(10) HAYES MD SHARONNE N FAMILY MEMBER OF FKE HAYES M.D., DAVID L. 645,929 EMPLOYMENT   No
(11) KAPURCH MD CAITLIN J FAMILY MEMBER OF TRUSTEE HARPER JR., M.D., CHARLES M. 77,159 EMPLOYMENT   No
(12) LAMER MD TIM J FAMILY MEMBER OF KEY EMPLOYEE GAZELKA M.D., HALENA M. 590,446 EMPLOYMENT   No
(13) LARSON MD MARK V FAMILY MEMBER OF TRUSTEE WILLIAMS M.D., AMY W. 741,511 EMPLOYMENT   No
(14) LUETMER MD MARIANNE T FAMILY MEMBER OF FKE LUETMER M.D., PATRICK H. 69,178 EMPLOYMENT   No
(15) MEISSNER MD IRENE FAMILY MEMBER OF FKE MEYER M.D., FREDRIC B. 348,530 EMPLOYMENT   No
(16) MEYER ILANA E FAMILY MEMBER OF FKE MEYER M.D., FREDRIC B. 69,504 EMPLOYMENT   No
(17) MIDTHUN MD DAVID E FAMILY MEMBER OF TRUSTEE WILLIAMS M.D., AMY W. 656,087 EMPLOYMENT   No
(18) NEAL MD LONZETTA FAMILY MEMBER OF TRUSTEE GREENE M.D., EDDIE L. 259,558 EMPLOYMENT   No
(19) NORBY SUZANNE M FAMILY MEMBER OF ASST TREASURER NORBY, MARK 474,028 EMPLOYMENT   No
(20) NOSEWORTHY MD PETER A FAMILY MEMBER OF FORMER OFFICER NOSEWORTHY M.D., JOHN H. 716,288 EMPLOYMENT   No
(21) PETERS MD MARGOT S FAMILY MEMBER OF KEY EMPLOYEE PETERS M.D., STEVE G. 383,846 EMPLOYMENT   No
(22) ROSS JARED M FAMILY MEMBER OF FKE FOOTE M.D., ROBERT L. 126,023 EMPLOYMENT   No
(23) RUDDY MD KATHRYN J FAMILY MEMBER OF FORMER OFFICER NOSEWORTHY M.D., JOHN H. 540,079 EMPLOYMENT   No
(24) SAITO LOFTUS MD YURI A FAMILY MEMBER OF FKE LOFTUS M.D., CONOR G. 382,778 EMPLOYMENT   No
(25) THIELEN MD JACQUELINE M FAMILY MEMBER OF VP/TRUSTEE THIELEN M.D., KENT R. 46,514 EMPLOYMENT   No
(26) WALD MICHELLE K FAMILY MEMBER OF KEY EMPLOYEE WALD M.D., JOHN T. 61,229 EMPLOYMENT   No
(27) WARNER MD LINDSAY L FAMILY MEMBER OF FKE WARNER M.D., MARK A. 181,838 EMPLOYMENT   No
(28) WARNER MD MARY E FAMILY MEMBER OF FKE WARNER M.D., MARK A. 337,119 EMPLOYMENT   No
(29) WARNER MD MATTHEW A FAMILY MEMBER OF FKE WARNER M.D., MARK A. 512,493 EMPLOYMENT   No
(30) WARNER MD NAFISSEH S FAMILY MEMBER OF FKE WARNER M.D., MARK A. 385,268 EMPLOYMENT   No
(31) WARNER MD PAUL A FAMILY MEMBER OF FKE WARNER M.D., MARK A. 517,977 EMPLOYMENT   No
(32) WILLIAMSON MD ERIC E FAMILY MEMBER OF TRUSTEE WILLIAMSON, MARY J. 790,333 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) 2019


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
2019
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 5 0  
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 327 29,566,670 MEAN MARKET VALUE
10 Securities—Closely held stock . X 1 5,800 EXPERTS
11 Securities—Partnership, LLC,
or trust interests ....
X 3 40,261,830 EXPERTS
12 Securities—Miscellaneous .. X 3 11,483 EXPERTS
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial .. X 1 110,000 EXPERTS
17 Real estate—Other ... X 1 108,119 EXPERTS
18 Collectibles ..... X 3 0  
19 Food inventory ...        
20 Drugs and medical supplies . X 2 0  
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( JEWELRY ) X 3 18,695 EXPERTS
26 Other Right pointing arrow large image ( OTHER MISC ) X 71 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
12
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 isn't 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 didn't 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) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental 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, 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.
Schedule M (Form 990) (2019)

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
2019
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 2019, A GROUP RETURN (MAYO CLINIC GROUP RETURN - EIN: 38-3952644) WAS FILED THAT INCLUDED SIXTEEN 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 2019 TAX YEAR. THIS IS IN LIEU OF CONSOLIDATING SUCH INFORMATION WITH ITS SUBORDINATE ORGANIZATIONS AND REPORTING SUCH INFORMATION ON THE 2019 MAYO CLINIC GROUP RETURN.
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: GRAY M.D., RICHARD J., DAHLEN, DENNIS E., UHLENKAMP, SUSAN M., THIELEN M.D., KENT R., 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, 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., OTLEY M.D., CLARK C., DAHLEN, DENNIS 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: GRAY M.D., RICHARD J., 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: GRAY M.D., RICHARD J., MENKOSKY, PAULA E., KRAHN M.D., LOIS E., 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., BUSKIRK M.D., STEVEN J., THIELEN M.D., KENT R., ********************** 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. 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., GORMAN, PAUL A., 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 AMENDMENTS TO THE MAYO CLINIC BYLAWS INCLUDED: REMOVING REFERENCES TO INTERNAL DOCUMENT ENTITLED "MAYO CLINIC GOVERNANCE AND MANAGEMENT STRUCTURE". ADDING LANGUAGE SO THAT OFFICERS OF THE MAYO CLINIC BOARD OF TRUSTEES, EXCEPT FOR THE CHAIR, ARE NOMINATED BY THE MAYO CLINIC BOARD OF GOVERNORS. REVISING THE TERMS FOR THE MEMBERS OF THE MAYO CLINIC BOARD OF GOVERNORS (A COMMITTEE OF THE BOARD OF TRUSTEES) TO BE FOUR YEARS AND FOR THE MEMBERS TO BE ELECTED BY THE MAYO CLINIC BOARD OF TRUSTEES. ADDING LANGUAGE ALLOWING THE MAYO CLINIC MIDWEST EXECUTIVE OPERATIONS TEAM TO APPOINT COMMITTEES AND SUBCOMMITTEES AND TO ADOPT SUCH RULES AND REGULATIONS WITH RESPECT TO THE OPERATION OF COMMITTEES AND SUBCOMMITTEES. THE ADDED LANGUAGE INDICATES THAT THE COMMITTEES AND SUBCOMMITTEES SHALL BE SELECTED FROM SUCH PERSONS AND IN SUCH MANNER DETERMINED BY THE MAYO CLINIC MIDWEST EXECUTIVE OPERATIONS TEAM. REVISING LANGUAGE RELATED TO NOMINATIONS, MEMBERSHIP CRITERIA, ETC. FOR VOTING STAFF OF MAYO CLINIC.
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 ACCOUNTING OPERATIONS VICE CHAIR, FINANCIAL REPORTING AND CONSOLIDATION CHAIR, FINANCIAL AND ACCOUNTING SERVICES CHAIR, CHIEF FINANCIAL OFFICER, CHIEF FINANCIAL OFFICER ROCHESTER, CHIEF INVESTMENT OFFICER, CHIEF DEVELOPMENT OFFICER, CHIEF LEGAL OFFICER, 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 CEO AND SEVERAL OTHER OFFICERS AND KEY EMPLOYEES OF MAYO CLINIC AND MAYO CLINIC GROUP WERE REVIEWED AND APPROVED BY THE PROCESS DESCRIBED BELOW. THE COMPENSATION AND BENEFITS OF EXECUTIVE LEADERSHIP, PHYSICIANS, SCIENTISTS, ATTORNEYS, AND SENIOR ADMINISTRATIVE LEADERSHIP FOR ALL CAMPUSES, INCLUDING THE MAYO CLINIC HEALTH SYSTEM LOCATIONS, ARE REVIEWED AND APPROVED BY THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE. THE MAYO CLINIC BOARD OF TRUSTEES GOVERNANCE AND NOMINATING COMMITTEE IS COMPRISED OF NINE OF THE EXTERNAL INDEPENDENT MEMBERS OF THE MAYO CLINIC BOARD OF TRUSTEES. THIS GROUP REVIEWS AND APPROVES THE COMPENSATION AND BENEFIT PROGRAMS FOR 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 (INCLUDING THE CEO) 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.
FORM 990, PART IX, LINE 11G I/C PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 222,732,733. MANAGEMENT AND GENERAL EXPENSES 622,974,481. FUNDRAISING EXPENSES 1,252,812. TOTAL EXPENSES 846,960,026. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 230,361,551. MANAGEMENT AND GENERAL EXPENSES 29,279,010. FUNDRAISING EXPENSES 5,033,097. TOTAL EXPENSES 264,673,658.
FORM 990, PART XI, LINE 9: REFUNDS OF CONTRIBUTIONS -191,300. PENSION-POST RETIREMENT -1,114,699,350. LOSSES ON UNCOLLECTIBLE PLEDGES -5,555,916. CHANGE IN LEASE ACCOUNTING -341,636.
FORM 990, PART XII, LINE 2C, AUDIT PROCESS THE OVERSIGHT OF THE AUDIT PROCESS OR THE PROCESS FOR SELECTING AN AUDITOR HAS NOT CHANGED.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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
2019
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 1,286,017 7,719,852 MAYO CLINIC
 
(2) MAYO CLINIC COMMUNITY ACO LLC
200 FIRST STREET SW
ROCHESTER,MN55905
83-0610557
ACCOUNTABLE CARE ORGANIZATION MN 0 93,217 MAYO CLINIC
 
(3) MAYO COLLABORATIVE SERVICES LLC
200 FIRST STREET SW
ROCHESTER,MN55905
41-1346366
REFERENCE LAB SERVICES MN 777,413,495 196,183,998 MAYO CLINIC
 
(4) MC INTERNATIONAL LLC
200 FIRST STREET SW
ROCHESTER,MN55905
83-2805059
CONTRACTING SERVICES MN 0 0 MAYO CLINIC
 
(5) MC PROPERTY HOLDINGS LLC
200 FIRST STREET SW
ROCHESTER,MN55905
84-3454849
REAL ESTATE 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)MAYO CLINIC AMBULANCE
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 MEDICAL CENTER INC
700 WEST AVE SOUTH

LA CROSSE,WI54601
39-0806374
HOSPITAL AND CLINIC WI 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(16)MCHS--LAKE CITY
500 WEST GRANT STREET

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

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

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

MANKATO,MN56001
41-1236756
HOSPITAL AND CLINIC MN 501(C)(3) 3 MAYO CLINIC
 
Yes
 
(20)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
 
(21)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
 
(22)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
(23)HAZEL HUGHES CHARITABLE TRUST
PO BOX 470

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

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

JACKSON,WY830024580
26-3002560
FUNDRAISING FOUNDATION WY 501(C)(3) 12-I N/A
 
No
(26)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
(27)THE HIRSH FAMILY FOUNDATION
108 NORTH MAIN STREET

AUSTIN,MN55912
41-1749842
FUNDRAISING FOUNDATION MN 501(C)(3) 12-I N/A
 
No
(28)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) 2019
Schedule R (Form 990) 2019
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 384 45,436,948   No   Yes   84.050 %
(2) LATIGO PETROLEUM LLC

PO BOX 14230
ODESSA,TX79768
36-4767494
OIL & GAS EXPLORATION DE MAYO CLINIC
 
UNRELATED 9,878,248 112,606,295   No 5,375,475 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 103,436 2,725,710 100.000 % Yes  
(2) BAIN CAPITAL CREDIT CLO 2017-2 LTD

PO BOX 1093 GT QUEENSGATE HOUSE S
GRAND CAYMAN    
CJ
INVESTMENT ACTIVITIES CJ MAYO CLINIC
 
C 13,852,584 303,016,831 67.400 % Yes  
(3) MAYO CLINIC SUPPORT SERVICES TEXAS

200 FIRST STREET SW
ROCHESTER,MN55905
47-1751102
HEALTH SERVICES TX MAYO CLINIC
 
C 150,313 67,796 100.000 % Yes  
(4) MAYO CLINIC UK LTD

3 MORE LONDON RIVERSIDE
LONDON    
UK
INVESTMENT ACTIVITIES UK MAYO CLINIC
 
C -2,705,152 18,076,530 100.000 % Yes  
(5) MAYO HOLDING COMPANY

200 FIRST STREET SW
ROCHESTER,MN55905
41-1578020
HOLDING COMPANY MN MAYO CLINIC
 
C 4,751,565 59,450,971 100.000 % Yes  
(6) MAYO INSURANCE COMPANY LTD

200 FIRST STREET SW
ROCHESTER,MN55905
SELF INSURANCE POOL CJ MAYO CLINIC
 
C 29,419,817 107,890,334 100.000 % Yes  
(7) MCHS--DECORAH CLINIC PHYSICIANS

907 MONTGOMERY STREET
DECORAH,IA52101
41-1711329
PATIENT CARE - CLINIC IA MAYO HOLDING COMPANY
 
C       Yes  
(8) MCHS--PHARMACY & HOME MEDICAL INC

1221 WHIPPLE STREET
EAU CLAIRE,WI54703
39-1528920
PHARMACY SERVICES WI MAYO HOLDING COMPANY
 
C       Yes  
(9) RESOUNDANT INC

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

200 FIRST STREET SW
ROCHESTER,MN55905
41-0506870
AIRPORT MANAGEMENT MN MAYO HOLDING COMPANY
 
C       Yes  
(11) SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION

13400 E SHEA BLVD
SCOTTSDALE,AZ85259
86-0870505
COMMERCIAL PROPERTY OWNERS ASSOCIATION AZ MAYO CLINIC ARIZONA
 
C       Yes  
(12) THE STABILE BUILDING OWNERS' ASSOCIATION

200 FIRST STREET SW
ROCHESTER,MN55905
20-8994499
COMMERCIAL PROPERTY OWNERS ASSOCIATION MN MAYO CLINIC
 
C     85.000 % Yes  
(13) MC ALLIANCE LTD

200 FIRST STREET SW
ROCHESTER,MN55905
98-1527769
HEALTHCARE AND ADMINISTRATIVE SERVICES CJ MC INTERNATIONAL LLC
 
C     100.000 % Yes  
(14) VIRGINIA BROADCASTING LLC

503 EAST MARKET STREET
CHARLOTTESVILLE,VA22902
54-0906884
BROADCASTING VA MAYO CLINIC
 
C 16,389,379   100.000 % Yes  
(15) CHARITABLE LEAD TRUST

 
 
CHARITABLE TRUST CA MAYO CLINIC
 
T 1,044,805 10,536,743 89.000 % Yes  
(16) PERPETUAL TRUST

 
 
CHARITABLE TRUST LA MAYO CLINIC
 
T 115,126 2,182,701 100.000 % Yes  
(17) PERPETUAL TRUST (2)

 
 
CHARITABLE TRUST MA MAYO CLINIC
 
T       Yes  
(18) PERPETUAL TRUST

 
 
CHARITABLE TRUST MO MAYO CLINIC
 
T 6,485 183,106 100.000 % Yes  
(19) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST AZ MAYO CLINIC
 
T   156,479 60.000 % Yes  
(20) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST CO MAYO CLINIC
 
T   905,147 100.000 % Yes  
(21) CHARITABLE REMAINDER TRUST (8)

 
 
CHARITABLE TRUST FL MAYO CLINIC
 
T       Yes  
(22) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST MA MAYO CLINIC
 
T   187,229 100.000 % Yes  
(23) CHARITABLE REMAINDER TRUST (87)

 
 
CHARITABLE TRUST MN MAYO CLINIC
 
T       Yes  
(24) CHARITABLE REMAINDER TRUST (4)

 
 
CHARITABLE TRUST NC MAYO CLINIC
 
T       Yes  
(25) CHARITABLE REMAINDER TRUST (2)

 
 
CHARITABLE TRUST NV MAYO CLINIC
 
T       Yes  
(26) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST TX MAYO CLINIC
 
T   710,617 100.000 % Yes  
(27) PERPETUAL TRUST

 
 
CHARITABLE TRUST ND MFMER
 
T       Yes  
(28) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST CO MFMER
 
T       Yes  
(29) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST FL MFMER
 
T       Yes  
(30) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST IL MFMER
 
T       Yes  
(31) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST MI MFMER
 
T       Yes  
(32) CHARITABLE REMAINDER TRUST (49)

 
 
CHARITABLE TRUST MN MFMER
 
T       Yes  
(33) CHARITABLE REMAINDER TRUST (6)

 
 
CHARITABLE TRUST MN MCHS--SOUTHWEST MINNESOTA REGION
 
T       Yes  
(34) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST WI MCHS--NORTHWEST WISCONSIN REGION INC
 
T       Yes  
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
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 63,083 GAAP
(2) CHARTERHOUSE INC

N 87,038 GAAP
(3) CHARTERHOUSE INC

P 1,232,858 GAAP
(4) CHARTERHOUSE INC

R 2,699,865 GAAP
(5) CHARTERHOUSE INC

S 2,574,964 GAAP
(6) FRANKLIN HEATING STATION

N 37,270,961 GAAP
(7) FRANKLIN HEATING STATION

S 789,584 GAAP
(8) GOLD CROSS AMBULANCE SERVICE

A 478,878 GAAP
(9) GOLD CROSS AMBULANCE SERVICE

P 7,198,282 GAAP
(10) GOLD CROSS AMBULANCE SERVICE

Q 481,164 GAAP
(11) GOLD CROSS AMBULANCE SERVICE

R 350,791 GAAP
(12) GOLD CROSS AMBULANCE SERVICE

S 6,469,621 GAAP
(13) MAYO CLINIC ARIZONA

A 21,036,205 GAAP
(14) MAYO CLINIC ARIZONA

B 187,471,112 GAAP
(15) MAYO CLINIC ARIZONA

C 48,896,469 GAAP
(16) MAYO CLINIC ARIZONA

N 2,910,763 GAAP
(17) MAYO CLINIC ARIZONA

P 100,424 GAAP
(18) MAYO CLINIC ARIZONA

Q 39,460,453 GAAP
(19) MAYO CLINIC ARIZONA

R 59,710,409 GAAP
(20) MAYO CLINIC FLORIDA

A 7,125,212 GAAP
(21) MAYO CLINIC FLORIDA

B 43,780,939 GAAP
(22) MAYO CLINIC FLORIDA

N 15,386,139 GAAP
(23) MAYO CLINIC FLORIDA

P 12,905,757 GAAP
(24) MAYO CLINIC FLORIDA

Q 275,908 GAAP
(25) MAYO CLINIC FLORIDA

R 52,180 GAAP
(26) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

A 3,260,510 GAAP
(27) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

B 81,075 GAAP
(28) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

C 241,755,979 GAAP
(29) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

N 3,724,987 GAAP
(30) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

Q 2,596,608 GAAP
(31) MAYO CLINIC HEALTH SYSTEMSOUTHEAST MINNESOTA REGION

R 8,497,827 GAAP
(32) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

A 3,738,755 GAAP
(33) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

B 136,580 GAAP
(34) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

C 77,166,407 GAAP
(35) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

L 78,025 GAAP
(36) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

N 4,973,976 GAAP
(37) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

Q 2,767,121 GAAP
(38) MAYO CLINIC HEALTH SYSTEMSOUTHWEST MINNESOTA REGION

R 2,063,042 GAAP
(39) MAYO CLINIC HOSPITAL - ROCHESTER

C 55,871 GAAP
(40) MAYO CLINIC HOSPITAL - ROCHESTER

N 3,909,299 GAAP
(41) MAYO CLINIC HOSPITAL - ROCHESTER

P 18,136,732 GAAP
(42) MAYO CLINIC HOSPITAL - ROCHESTER

Q 202,180,172 GAAP
(43) MAYO CLINIC HOSPITAL - ROCHESTER

R 1,892,961 GAAP
(44) MAYO CLINIC HOSPITAL - ROCHESTER

S 150,544,617 GAAP
(45) MAYO CLINIC JACKSONVILLE

A 6,040,035 GAAP
(46) MAYO CLINIC JACKSONVILLE

B 133,734,276 GAAP
(47) MAYO CLINIC JACKSONVILLE

C 80,833,161 GAAP
(48) MAYO CLINIC JACKSONVILLE

L 193,836 GAAP
(49) MAYO CLINIC JACKSONVILLE

M 3,247,799 GAAP
(50) MAYO CLINIC JACKSONVILLE

N 20,734,356 GAAP
(51) MAYO CLINIC JACKSONVILLE

P 59,157 GAAP
(52) MAYO CLINIC JACKSONVILLE

Q 11,423,845 GAAP
(53) MAYO CLINIC JACKSONVILLE

R 37,215,006 GAAP
(54) MAYO CLINIC SUPPORT SERVICES TEXAS

L 134,354 GAAP
(55) MAYO CLINIC UK LTD

P 286,302 GAAP
(56) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

L 106,042 GAAP
(57) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

N 41,934,093 GAAP
(58) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

P 4,703,968,040 GAAP
(59) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

Q 46,244,949 GAAP
(60) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

S 204,411,586 GAAP
(61) MAYO HOLDING COMPANY

R 873,552 GAAP
(62) MCHS-AUSTIN FOUNDATION

B 291,725 GAAP
(63) MCHS--DECORAH CLINIC PHYSICIANS

S 60,261 GAAP
(64) MCHS-FAIRMONT

A 770,466 GAAP
(65) MCHS-FAIRMONT

B 901,468 GAAP
(66) MCHS-FAIRMONT

N 776,291 GAAP
(67) MCHS-FAIRMONT

Q 233,768 GAAP
(68) MCHS-FAIRMONT

S 100,693 GAAP
(69) MCHS-FRANCISCAN MEDICAL CENTER INC

A 4,216,068 GAAP
(70) MCHS-FRANCISCAN MEDICAL CENTER INC

B 546,055 GAAP
(71) MCHS-FRANCISCAN MEDICAL CENTER INC

C 62,692,726 GAAP
(72) MCHS-FRANCISCAN MEDICAL CENTER INC

L 60,177 GAAP
(73) MCHS-FRANCISCAN MEDICAL CENTER INC

N 3,495,352 GAAP
(74) MCHS-FRANCISCAN MEDICAL CENTER INC

Q 2,248,786 GAAP
(75) MCHS-FRANCISCAN MEDICAL CENTER INC

R 543,432 GAAP
(76) MCHS-LAKE CITY

A 467,271 GAAP
(77) MCHS-LAKE CITY

B 76,200 GAAP
(78) MCHS-LAKE CITY

Q 153,427 GAAP
(79) MCHS-LAKE CITY

R 422,646 GAAP
(80) MCHS--NORTHWEST WISCONSIN REGION INC

A 7,740,409 GAAP
(81) MCHS--NORTHWEST WISCONSIN REGION INC

B 898,963 GAAP
(82) MCHS--NORTHWEST WISCONSIN REGION INC

C 686,239,209 GAAP
(83) MCHS--NORTHWEST WISCONSIN REGION INC

L 73,651 GAAP
(84) MCHS--NORTHWEST WISCONSIN REGION INC

N 4,422,628 GAAP
(85) MCHS--NORTHWEST WISCONSIN REGION INC

P 86,131 GAAP
(86) MCHS--NORTHWEST WISCONSIN REGION INC

Q 3,057,911 GAAP
(87) MCHS--NORTHWEST WISCONSIN REGION INC

R 22,550,575 GAAP
(88) MCHS-PHARMACY & HOME MEDICAL INC

N 359,815 GAAP
(89) MCHS-PHARMACY & HOME MEDICAL INC

R 96,226 GAAP
(90) MCHS-ST JAMES

B 179,040 GAAP
(91) MCHS-ST JAMES

C 46,676,617 GAAP
(92) MCHS-ST JAMES

N 550,829 GAAP
(93) MCHS-ST JAMES

R 461,610 GAAP
(94) RESOUNDANT INC

P 122,916 GAAP
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
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) 2019

Additional Data


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