Mayo Clinic, Mayo Clinic Hlth Systems-St James in St James, Minnesota (MN)

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Mayo Clinic, Mayo Clinic Hlth Systems-St James
Employer Identification Number (EIN)410797368
Name of OrganizationMayo Clinic
Secondary NameMayo Clinic Hlth Systems-St James
Address1101 Moulton And Parsons Dr, St James, MN 56081-5550
ActivitiesHospital
SubsectionEducational Organization, Scientific Organization
Ruling Date03/2014
DeductibilityContributions are deductible
FoundationHospital or medical research organization
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$22,601,346
Amount of Income$18,632,891
Form 990 Revenue Amount$18,632,891
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Community Health Systems


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Amount of income in 2013: $18,632,891 (it was $18,629,370 in 2012)
Mayo Clinic, Mayo Clinic Hlth Systems-St James: 

 $18,632,891
Other organizations performing similar types of work: 

 $6,791,313

Assets in 2013: $22,601,346 (it was $21,880,407 in 2012)
Mayo Clinic, Mayo Clinic Hlth Systems-St James: 

 $22,601,346
Other organizations performing similar types of work: 

 $5,000,000

Expenses in 2013: $17,861,488
Mayo Clinic, Mayo Clinic Hlth Systems-St James: 

 $17,861,488
Other organizations performing similar types of work: 

 $5,603,496

Income to expenses ratio in 2013: 1.0
Mayo Clinic, Mayo Clinic Hlth Systems-St James: 

 1.0
Other organizations performing similar types of work: 

 1.1

Number of employees in 2013: 95
This organization: 

 95
Other organizations performing similar types of work: 

 83

Employees paid over $100,000 in 2013: 13.7%
Mayo Clinic, Mayo Clinic Hlth Systems-St James: 

 13.7%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 0.2%
This organization: 

 0.2%
Other organizations performing similar types of work: 

 0.5%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?YesYes
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?NoNo
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?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?YesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
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)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
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?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?YesYes
Did the organization attach a copy of its audited financial statements?YesYes
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
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?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
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?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?YesYes
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?YesNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?YesYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
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?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109600
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?NoNo
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 return9995
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
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)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
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?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
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?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$1,827,920$1,837,025
Total reportable compensation from related organizations$2,616,540$2,607,021
Total estimated amount of other compensation from the organization and related organizations$442,243$496,476
Total number of individuals who received more than $100,000 of reportable compensation from the organization109
Total number of independent contractors who received more than $100,000 of compensation from the organization64
Statement of Revenue
201120122013
Total revenue$15,504,791$18,612,985$18,632,891
Contributions, Gifts, Grants and Other Similar Amounts$86,431$100,453$40,802
Program Service Revenue$15,405,735$18,502,966$18,580,644
620000$18,487,229$18,540,771
561000$15,362$25,761
Lessors of Nonresidential Buildings (except Miniwarehouses) $375$14,112
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$957$2,068$1,464
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$2,650$2,750$3,250
Gross rents (Real / Personal)$2,650 / $0$2,750 / $0$3,250 / $0
Less: rental expenses (Real / Personal)$0 / $0$0 / $0$0 / $0
Rental income or (loss) (Real / Personal)$2,650 / $0$2,750 / $0$3,250 / $0
Net gain/loss from sales of assets other than inventory$0$0$1,871
Gross amount from sales of assets other than inventory (Securities / Other)$0 / $27,110$0 / $16,385$0 / $1,871
Less: cost or other basis and sales expenses (Securities / Other)$0 / $27,110$0 / $16,385$0 / $0
Gain or (loss) (Securities / Other)$0 / $0$0 / $0$0 / $1,871
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$9,018$4,748$4,860
541900$2,804$3,151
722210$1,369$1,118
900099$464$456
All other revenue$111$135
Statement of Functional Expenses
201120122013
Total functional expenses$15,494,078$17,276,078$17,861,488
Grants and other assistance to domestic organizations and domestic governments$8,310$7,664
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$692,020$757,477$752,681
Compensation not included above, to disqualified persons$494,144$488,890
Other salaries and wages$4,383,907$4,282,789$4,286,046
Pension plan accruals and contributions$158,093$132,958
Other employee benefits$598,185$610,292
Payroll taxes$322,064$342,390$346,625
Fees for services (non-employees)
Management$0$0
Legal$0$0
Accounting$59,592$31,000
Lobbying$0$71
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$5,010,911$5,742,083
Advertising and promotion$3,098$3,610
Office expenses$673,253$589,899
Information technology$0$0
Royalties$0$0
Occupancy$271,097$335,531
Travel$85,380$69,227
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$45,593$46,370
Interest$1,016,270$981,128
Payments to affiliates$0$0
Depreciation, depletion, and amortization$1,389,626$1,203,213
Insurance$42,399$54,931
Other expenses$1,059,019$1,089,459
Other expenses$710,500$755,761
Other expenses$126,997$231,516
Other expenses$103,076$76,081
Other expenses$37,879$26,452
Balance Sheet
201120122013
Total assets$21,226,503$21,880,407$22,601,346
Cash - non-interest-bearing$700$700
Savings and temporary cash investments$1,207,948$1,332,476
Pledges and grants receivable, net$0$0
Accounts receivable, net$3,203,333$2,782,118
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$175,047$204,073
Prepaid expenses and deferred charges$15,270$0
Land, buildings, and equipment: cost or other basis$12,081,872$11,099,507
Investments - publicly traded securities$0$0
Investments - other securities$4,580,578$6,535,317
Investments - program-related$0$0
Intangible assets$0$0
Other assets$615,659$647,155
Total liabilities$17,545,946$16,862,943$16,812,479
Accounts payable and accrued expenses$1,346,713$1,304,326
Grants payable$0$0
Deferred revenue$0$0
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$16,099,365$15,356,255$14,869,000
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$159,975$639,153
Total net assets or fund balances$3,680,557$5,017,464$5,788,867
Unrestricted net assets$5,017,464$5,788,867
Temporarily restricted net assets$0$0
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii)
Number of organizations supported0
Sum of amounts of support$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Mayo Clinic200 1st St Sw, Rochester, MN 55905-0001MN1947-01$6,024,621,187
2Mayo Clinic, Mayo Fndn For Medical Ed & Research200 First Street Sw, Rochester, MN 55905-0001MN2014-03$1,069,644,456
3Mayo Clinic, Mayo Clinic Hospital Rochester200 First Street Sw, Rochester, MN 55905-0001MN2014-03$989,100,186
4Mayo Clinic, Mayo Clinic Health System-Mankato1025 Marsh St, Mankato, MN 56001-4752MN2014-03$320,182,073
5Mayo Clinic, Mayo Clinc Hs Albert Lea And Austin1000 1st Dr Nw, Austin, MN 55912-2941MN2014-03$278,727,003
6Mayo Clinic, Mayo Clinic Health System Red WingPO BOX 95, Red Wing, MN 55066-0095MN2014-03$99,279,658
7Mayo Clinic, Mayo Clinic Health System-Fairmont800 Medical Center Dr, Fairmont, MN 56031-4575MN2014-03$82,393,676
8Sanford, Sanford Med Cntr Thief River Falls3001 Sanford Pkwy, Thief Rvr Fls, MN 56701-2700MN2011-04$68,971,183
9Mayo Clinic, Mayo Clinic Health System-Owatonna2200 Nw 26th St, Owatonna, MN 55060-5503MN2014-03$85,694,271
10Mayo Clinic, Mayo Clinic Hlth Systems-St James1101 Moulton And Parsons Dr, St James, MN 56081-5550MN2014-03$18,632,891
11United Family Practice Health Center1026 7th St W, Saint Paul, MN 55102-3828MN2004-01$13,275,223
12Mayo Clinic, Springfield625 N Jackson Ave, Springfield, MN 56087-1714MN2014-03$12,575,419
13Viewcrest Health Center Inc801 Nevada Ave Ste 100, Morris, MN 56267-1874MN1996-10$7,778,865
14Sanford Medical Center Wheaton401 12th Street North, Wheaton, MN 56296MN2011-04$7,598,332
15Zumbrota Health Services, Zumbrota Care Ctr-Bridges801 Nevada Ave Ste 100, Morris, MN 56267-1874MN2004-07$3,539,846
16Rural Aids Action Network300 E Saint Germain St Ste 220, Saint Cloud, MN 56304-2500MN1995-01$1,071,141
17Mayo Clinic, St James Health Care Foundation1101 Moulton And Parsons Dr, St James, MN 56081-5550MN2014-03$206,648
18Minnetonka Outreach16609 Park Lane, Wayzata, MN 55391MN2009-09$0
19Rochester Students Health Services Corporation37 Woodlake Drive Se, Rochester, MN 55904MN2014-08$0
20Zandu Health Initiative1816 Granite Drive, Shakopee, MN 55379MN2014-07$0
Number of organizations performing similar types of work
Alabama6
Arkansas5
Arizona2
California34
Colorado11
Connecticut6
District of Columbia3
Delaware2
Florida20
Georgia23
Hawaii9
Iowa2
Idaho5
Illinois23
Indiana10
Kansas8
Kentucky8
Louisiana5
Massachusetts67
Maryland7
Maine6
Michigan36
Minnesota39
Missouri15
Mississippi4
Montana3
North Carolina27
North Dakota14
Nebraska4
New Hampshire3
New Jersey33
New Mexico3
Nevada2
New York45
Ohio26
Oklahoma7
Oregon6
Pennsylvania46
Rhode Island5
South Carolina2
South Dakota10
Tennessee7
Texas62
Utah3
Virginia29
Vermont2
Washington8
Wisconsin25
West Virginia8
Wyoming1
International1
Total738
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralMayo Clinic200 1st St Sw, Rochester, MN 55905-0001MN1947-01$6,024,621,187
SubordinateMayo Clinic, Mayo Clinic Arizona13400 East Shea Blvd, Scottsdale, AZ 85259-5452AZ2014-03$1,085,283,526
SubordinateMayo Clinic, Mayo Fndn For Medical Ed & Research200 First Street Sw, Rochester, MN 55905-0001MN2014-03$1,069,644,456
SubordinateMayo Clinic, Mayo Clinic Hospital Rochester200 First Street Sw, Rochester, MN 55905-0001MN2014-03$989,100,186
SubordinateMayo Clinic, Mayo Clinic Jacksonville4500 San Pablo Rd S, Jacksonville, FL 32224-1865FL2014-03$658,836,924
SubordinateMayo Clinic, Mayo Clinic Florida4500 San Pablo Rd S, Jacksonville, FL 32224-1865FL2014-03$456,988,382
SubordinateMayo Clinic, Franciscan Medical Center Inc700 West Ave S, La Crosse, WI 54601-4783WI2014-03$432,562,031
SubordinateMayo Clinic, Mayo Clinic Health System-Mankato1025 Marsh St, Mankato, MN 56001-4752MN2014-03$320,182,073
SubordinateMayo Clinic, Eau Claire Hospital Inc1221 Whipple St, Eau Claire, WI 54703-5270WI2014-03$308,150,309
SubordinateMayo Clinic, Mayo Clinc Hs Albert Lea And Austin1000 1st Dr Nw, Austin, MN 55912-2941MN2014-03$278,727,003
SubordinateMayo Clinic, Eau Claire Clinic Inc733 W Clairemont Ave, Eau Claire, WI 54701-6101WI2014-03$224,698,736
SubordinateMayo Clinic, Mayo Clinic Health System Waycross1900 Tebeau St, Waycross, GA 31501-6357GA2014-03$163,145,334
SubordinateMayo Clinic, Mayo Clinic Health System Red WingPO BOX 95, Red Wing, MN 55066-0095MN2014-03$99,279,658
SubordinateMayo Clinic, Red Cedar Inc2321 Stout Rd, Menomonie, WI 54751-7003WI2014-03$95,544,342
SubordinateMayo Clinic, Mayo Clinic Health System-Fairmont800 Medical Center Dr, Fairmont, MN 56031-4575MN2014-03$82,393,676
SubordinateMayo Clinic, Northland Inc1222 E Woodland Ave, Barron, WI 54812-1798WI2014-03$60,574,410
SubordinateMayo Clinic Health System New Prague301 2nd St Ne, New Prague, MN 56071-1709MN2014-03$37,009,750
SubordinateMayo Clinic, Mayo Clinic Health System-Oakridge13025 8th St, Osseo, WI 54758-7634WI2014-03$27,656,051
SubordinateMayo Clinic, Charterhouse Inc200 First Street Sw, Rochester, MN 55905-0001MN2014-03$23,816,488
SubordinateMayo Clinic, Mayo Clinic Health System-Waseca501 State St N, Waseca, MN 56093-2811MN2014-03$21,708,752
Number of affiliated organizations
Arizona1
Florida2
Georgia1
Minnesota20
Wisconsin14
Total38

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