Mayo Clinic Group Return

“The following individuals, who are listed in part vii as a current officer,director, trustee or key employee, have a business relationship with one or more of the other individuals here listed because one is employed by a related tax exempt organization for which the other serves as an officer, director, or trustee. Adkins jr., kedrick d., adleman, breeann m., agerter m.d., david c., altrichter m.d., paul m., bakkum-gamez, m.d., jamie n., berg, david w., bergeron-bowe, melissa, bernard m.d., matthew e., beuning m.d., alex j., bolton, jeffrey w., bowman, laura e., brandt, terry l., brolsma, greg, brown m.d., daniel r., brown, michael e., brown, william a., buskirk m.d., steven j., cadman, berwyn, cangemi m.d., john r., casler m.d., john d., cima m.d., robert r., ciota m.d., mark r., cooper m.d., leslie t., costakos m.d., dennis t., cragun m.d., kevin t., craig, jason e., crane m.d., sarah j., crockett, eric d., cullinan m.d., susan m., dahlen, dennis e., decker m.d., wyatt w., degen, susanne c., devault m.d., kenneth r., dickey, john m., drucker, paul e., eberle, michele r., eide, dean b., evenson, laura k., ezenagu m.d., leonard c., farrugia m.d., gianrico, francis, james r., fratzke, jason j., frederick, ryannon k., froisland, jeffrey r., gaalswyk, mark, galindez jr., peter, gores m.d., gregory j., gostout m.d., bobbie s., grabow, peter j., grau m.d., thomas j., gudgell, stephen f., hakaim m.d., albert g., hansen, gayle b., hansen, julie s., harper jr., m.d., charles m., hays m.d., j. Taylor, hebl m.d., james r., helmers m.d., richard a., herrmann m.d., martin j., hines m.d., stephanie l., hoffman iii, harry n., holtz m.d., carol p., hubert, sherry l., huddleston m.d., paul m., jacobson, rosemary, johnson m.d., margaret m., johnson m.d., timothy j., johnson, carla j., koch, mark b., korducki m.d., jane m., krahn m.d., lois e., kruse, joseph j., lanz, april d., legare, greg, limburg m.d., paul j., lindahl, roger a., lindberg, steven j., linton m.d., randall l., lockett, kevin m., long, amy k., mclaughlin m.d., sarah a., melvin, kevin b., menkosky, paula e., meyer m.d., fredric b., meyers, ann m., molling d.o., paul e., morice m.d., william g., morrey, michael a., morris m.d., marie e., murphy, joshua b., narr m.d., bradly j., nelson m.d., heidi, noel, amy j., norby, mark l., nordrum, charlotte j., noseworthy m.d., john h., otley m.d., clark c., parker ph.d, alexander s., parks, douglas a., pascual m.d., jorge m., patel m.b., tushar c., perdikis m.d., galen, plate m.d., reinold h., powell m.d., ralph, priest, william f., rihal m.d., charanjit s., rustad, christopher d., sadosty m.d., annie t., sandeen, darrell l., sandgren, kent a., santrach m.d., paula j., schoenbauer, brad, schroeder, marlene f., sharma m.b.b.s., manish s., sherrill, todd e., simpson m.d., henry j., solberg m.d., jeremy j., spinner m.d., robert j., sullivan, maurita a., tam m.d., majestic y., taner m.d., burcin c., tarasovitch, james j., thoreson, scott d., tiggelaar, thomas h., wald m.d., john t., weber, joan a., weis, carol, white, pamela k., whited m.d., brian l., wilkinson m.d., john m., williams m.d., amy w., williamson, mary j., witt m.d., thomas j., ytterberg m.d., karen l., zietlow m.d., scott p., zorn, christina k., *************************** morrey, michael a., linton m.d., randall l., lindberg, steven j., helmers m.d., richard a., have a business relationship as they serve as an officer, director, or trustee of mchs--pharmacy & home medical, inc, a related taxable entity. Matthias, mark a., gabrielson, sharon r., hughes, peter r., johnson m.d., timothy j., kruse, joseph j., tiggelaar, thomas h., whited m.d., brian l., ytterberg m.d., karen l., knudson, steve l., have a business relationship as they serve as an officer, director, or trustee of health tradition health plan, a related taxable entity. Menkosky, paula e., froisland, jeffrey r., adleman, breeann m., have a business relationship as they serve as an officer, director, or trustee of superb”

“Mayo clinic, mayo foundation for medical education and research and other related companies provide management services to the entire system of entities. 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.”

“Mayo foundation for medical education and research amended its bylaws to reflect the correct legal name of the sole member and to update the reserved powers specifically subject to final approval by the mayo clinic board of governors and/or mayo clinic board of trustees. Mayo clinic health system-southeast minnesota region amended its articles to change its legal name from mayo clinic health system-albert lea and austin to mayo clinic health system-southeast minnesota region. Mayo clinic health system-northwest wisconsin region amended its bylaws in preparation for the merger of a number of subordinates into mchs-northwest wisconsin region. Significant changes were related to the number, composition, qualifications, authority and duties of the governing body's voting members, along with voting approval requirements. Mayo clinic health system-fairmont amended its articles to note the change of the legal name of the sole member. The sole member changed its name from mayo clinic health system-mankato to mayo clinic health system-southwest minnesota region. Mayo clinic health system-southwest minnesota region amended its articles to change its legal name from mayo clinic health system-mankato to mayo clinic health system-southwest minnesota region. Mayo clinic health system-mankato foundation amended its articles to note the change of the legal name of the sole member. The sole member changed its name from mayo clinic health system-mankato to mayo clinic health system-southwest minnesota region. Mayo clinic health system-new prague amended its articles to note the change of the legal name of the sole member. The sole member changed its name from mayo clinic health system-mankato to mayo clinic health system-southwest minnesota region. Mayo clinic health system-st. James amended its articles to note the change of the legal name of the sole member. The sole member changed its name from mayo clinic health system-mankato to mayo clinic health system-southwest minnesota region. Mayo clinic health system-waseca amended its articles to note the change of the legal name of the sole member. The sole member changed its name from mayo clinic health system-mankato to mayo clinic health system-southwest minnesota region. Mayo clinic health system-springfield amended its articles to note the change of the legal name of the sole member. The sole member changed its name from mayo clinic health system-mankato to mayo clinic health system-southwest minnesota region. Mayo clinic health system-austin foundation amended its articles to note the change of the legal name of the sole member. The sole member changed its name from mayo clinic health system-albert lea and austin to mayo clinic health system-southeast minnesota region.”

“The members of each subordinate in the mayo clinic group return are mayo clinic and/or a subordinate of mayo clinic. In addition, mchs-franciscan healthcare has the congregation of sisters of the third order of st. Francis of perpetual adoration as an additional member.”

“In most cases, the subordinate's governing bodies are elected, nominated, designated, appointed, approved and/or confirmed by mayo clinic and/or a subordinate of mayo clinic. In the case of mchs-franciscan healthcare, the congregation of sisters of the third order of st. Francis of perpetual adoration (as a member) would be involved in making appointments to the governing body. In addition, the cannon falls hospital district can elect four community members to the governing body of mchs-cannon falls.”

“The articles provide the corporate member or members power in areas such as compensation, capital, budget, debt, and approval of amendments to the articles and bylaws.”

“The form 990 was prepared by mayo corporate tax with assistance from accounting staff. The tax return went through two levels of review within the corporate tax unit (including review by the tax director). A copy of the form 990 was then provided to each member of the governing body via u.s. Mail, e-mail, or distribution at a board meeting. All questions were addressed prior to filing the form 990.”

“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.”

“The filing organization is an affiliate of mayo clinic. Mayo clinic and its affiliates have a coordinated process for reviewing and approving compensation and benefits for physicians, scientists, executive and senior administrative leadership, along with allied health staff. In addition to any review and approval that may take place at the local entity or regional level, the following independent approval process occurs annually prior to implementation of the respective compensation increase. The compensation and benefits of the chief executive officer (ceo) and the chief administrative officer (cao) were reviewed and approved by the process described below for executive leadership. The compensation and benefits of the executive leadership for all campuses, including the mayo clinic health system locations, are reviewed and approved by the mayo clinic board of trustees governance and nominating committee. The mayo clinic board of trustees governance and nominating committee is comprised of nine of the external independent members of the mayo clinic board of trustees. This group reviews and approves the compensation and benefit programs for physicians and scientists from all campuses, as well as certain senior administrative and executive leadership (including all persons believed to be disqualified persons). This process establishes acceptable ranges for various positions, levels, and specialties. The committee uses comparability data (including third-party benchmarking surveys) in its review and documents decisions in its minutes. 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 senior physician, administrative, and executive leadership positions for which an individualized review and recommendation is made.”

“The governing documents for the subordinates within this return are not available to the public. The conflict of interest policy is available upon request and also on the mayoclinic.org website. Some of the subordinates within this group return are hospitals affiliated with mayo clinic. As such, mayo clinic's consolidated audited financial statements are attached to the filing organization's form 990 and would be available upon request of the form 990.”

“Several of the entities within the mayo clinic group merged at the end of the tax year. There is no significant change in how they are conducting program services.”

“I/c purchased services : program service expenses 1,317,524,028. Management and general expenses 354,607,336. Fundraising expenses 302,622. Total expenses 1,672,433,986. Other purchased services : program service expenses 305,942,350. Management and general expenses 168,200,895. Fundraising expenses 51,075. Total expenses 474,194,320.”

“Pension-post retirement (per fasb a -15,770,749. Loss on uncollectible pledges -34,810.”

“Bloomer lakeview, inc. 39-1450617 2110 duncan road, bloomer, wi 54724”

“Contributions reported on schedule b are on a group basis with the dollar and percentage thresholds applied at the subordinate level. These thresholds include the greater of $5,000 or 2% of total contributions for section 501(c)(3) organizations described in sections 509(a)(1) and 170(b)(1)(a)(vi). For purposes of schedule b, mayo clinic jacksonville and mayo clinic arizona reported contributions using the 2% threshold. Contributions for all other subordinates were determined using the $5,000 threshold.”