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Nonprofiteer
← MAYO CLINIC

Form 990 for tax year 2022

Filed by MAYO CLINIC.

Totals

Total revenue
$7,075,354,210
Total expenses
$5,677,955,626
Contributions and grants received
$2,389,724,888
Grants paid
$323,566,414
Program services expenses (Part IX)
$5,357,975,744
Management and general expenses
$268,741,830
Fundraising expenses
$51,238,052
Program service expenses (Part III)
$5,357,975,744

Program services were 94.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • FARRUGIA MD GIANRICO

    TRUSTEE/PRESIDENT/CEO

    Total calculated
    $3,720,342
    From this org
    $0
    From related orgs
    $3,636,091
    Other
    $84,251
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,894,309 related
    Bonus
    $0
    Other
    $0 + $741,782 related
    Deferred
    $0 + $45,200 related
    Nontaxable benefits
    $0 + $39,051 related
    Filer's total
    $0 + $3,720,342 related

  • GRAY MD RICHARD J

    TRUSTEE/VP

    Total calculated
    $2,072,698
    From this org
    $0
    From related orgs
    $1,999,424
    Other
    $73,274
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,662,172 related
    Bonus
    $0
    Other
    $0 + $337,252 related
    Deferred
    $0 + $38,938 related
    Nontaxable benefits
    $0 + $34,336 related
    Filer's total
    $0 + $2,072,698 related

  • THIELEN MD KENT R

    TRUSTEE/VP

    Total calculated
    $2,089,014
    From this org
    $0
    From related orgs
    $2,006,672
    Other
    $82,342
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,666,603 related
    Bonus
    $0
    Other
    $0 + $340,069 related
    Deferred
    $0 + $46,442 related
    Nontaxable benefits
    $0 + $35,900 related
    Filer's total
    $0 + $2,089,014 related

  • GORMAN PAUL A

    TREASURER

    Total calculated
    $1,801,748
    From this org
    $0
    From related orgs
    $1,715,056
    Other
    $86,692
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $831,217 related
    Bonus
    $0 + $737,643 related
    Other
    $0 + $146,196 related
    Deferred
    $0 + $50,632 related
    Nontaxable benefits
    $0 + $36,060 related
    Filer's total
    $0 + $1,801,748 related

  • ZORN CHRISTINA K

    TRUSTEE/VP

    Total calculated
    $1,602,484
    From this org
    $0
    From related orgs
    $1,530,674
    Other
    $71,810
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,352,248 related
    Bonus
    $0
    Other
    $0 + $178,426 related
    Deferred
    $0 + $35,962 related
    Nontaxable benefits
    $0 + $35,848 related
    Filer's total
    $0 + $1,602,484 related

  • DAHLEN DENNIS E

    CFO

    Total calculated
    $1,573,876
    From this org
    $0
    From related orgs
    $1,481,402
    Other
    $92,474
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,326,278 related
    Bonus
    $0
    Other
    $0 + $155,124 related
    Deferred
    $0 + $56,527 related
    Nontaxable benefits
    $0 + $35,947 related
    Filer's total
    $0 + $1,573,876 related

  • KRAUSS MD WILLIAM E

    PHYSICIAN

    Total calculated
    $1,539,257
    From this org
    $1,463,000
    From related orgs
    $0
    Other
    $76,257
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,206,203
    Bonus
    $0
    Other
    $256,797
    Deferred
    $48,573
    Nontaxable benefits
    $27,684
    Filer's total
    $1,539,257

  • LANZINO MD GIUSEPPE

    PHYSICIAN

    Total calculated
    $1,531,094
    From this org
    $1,452,631
    From related orgs
    $0
    Other
    $78,463
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,201,063
    Bonus
    $0
    Other
    $251,568
    Deferred
    $44,008
    Nontaxable benefits
    $34,455
    Filer's total
    $1,531,094

  • MURPHY JOSHUA B

    SECY

    Total calculated
    $1,485,981
    From this org
    $0
    From related orgs
    $1,402,046
    Other
    $83,935
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,162,409 related
    Bonus
    $0
    Other
    $0 + $239,637 related
    Deferred
    $0 + $45,082 related
    Nontaxable benefits
    $0 + $38,853 related
    Filer's total
    $0 + $1,485,981 related

  • PICHELMANN MD MARK A

    CHAIR-NWWI NEUROSURGERY

    Total calculated
    $1,470,779
    From this org
    $1,405,818
    From related orgs
    $0
    Other
    $64,961
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,218,043
    Bonus
    $0
    Other
    $187,775
    Deferred
    $32,347
    Nontaxable benefits
    $32,614
    Filer's total
    $1,470,779

  • WILLIAMS MD AMY W

    TRUSTEE

    Total calculated
    $1,469,633
    From this org
    $0
    From related orgs
    $1,397,374
    Other
    $72,259
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,209,322 related
    Bonus
    $0
    Other
    $0 + $188,052 related
    Deferred
    $0 + $63,336 related
    Nontaxable benefits
    $0 + $8,923 related
    Filer's total
    $0 + $1,469,633 related

  • MARSH MD W RICHARD

    DIR-SPINE CENTER

    Total calculated
    $1,418,038
    From this org
    $1,378,411
    From related orgs
    $0
    Other
    $39,627
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,123,766
    Bonus
    $0
    Other
    $254,645
    Deferred
    $12,200
    Nontaxable benefits
    $27,427
    Filer's total
    $1,418,038

  • CLARKE MD MICHELLE J

    PHYSICIAN

    Total calculated
    $1,381,526
    From this org
    $1,327,940
    From related orgs
    $0
    Other
    $53,586
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,202,943
    Bonus
    $0
    Other
    $124,997
    Deferred
    $29,483
    Nontaxable benefits
    $24,103
    Filer's total
    $1,381,526

  • GORES MD GREGORY J

    EXECUTIVE DEAN OF RESEARCH

    Total calculated
    $1,341,197
    From this org
    $1,301,223
    From related orgs
    $0
    Other
    $39,974
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,074,182
    Bonus
    $0
    Other
    $227,041
    Deferred
    $12,200
    Nontaxable benefits
    $27,774
    Filer's total
    $1,341,197

  • WILLIAMSON MARY J

    CAO-MCS

    Total calculated
    $1,174,828
    From this org
    $1,096,580
    From related orgs
    $0
    Other
    $78,248
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $926,412
    Bonus
    $0
    Other
    $170,168
    Deferred
    $38,629
    Nontaxable benefits
    $39,619
    Filer's total
    $1,174,828

  • OTLEY MD CLARK C

    PHYSICIAN

    Total calculated
    $1,159,928
    From this org
    $1,078,010
    From related orgs
    $0
    Other
    $81,918
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $881,648
    Bonus
    $0
    Other
    $196,362
    Deferred
    $44,702
    Nontaxable benefits
    $37,216
    Filer's total
    $1,159,928

  • AMMASH MD NASER M

    FORMER KEY EMPLOYEE

    Total calculated
    $1,111,660
    From this org
    $0
    From related orgs
    $1,036,062
    Other
    $75,598
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $413,941 related
    Bonus
    $0
    Other
    $0 + $622,121 related
    Deferred
    $0 + $52,861 related
    Nontaxable benefits
    $0 + $22,737 related
    Filer's total
    $0 + $1,111,660 related

  • MENKOSKY PAULA E

    ASST SECY

    Total calculated
    $1,092,992
    From this org
    $0
    From related orgs
    $1,011,448
    Other
    $81,544
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $839,482 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $151,966 related
    Deferred
    $0 + $48,196 related
    Nontaxable benefits
    $0 + $33,348 related
    Filer's total
    $0 + $1,092,992 related

  • HARPER JR MD CHARLES M

    TRUSTEE

    Total calculated
    $1,081,494
    From this org
    $1,042,860
    From related orgs
    $0
    Other
    $38,634
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $673,709
    Bonus
    $0
    Other
    $369,151
    Deferred
    $12,200
    Nontaxable benefits
    $26,434
    Filer's total
    $1,081,494

  • PAGNANO MD MARK W

    CHAIR-ORTHOPEDICS

    Total calculated
    $1,005,037
    From this org
    $923,369
    From related orgs
    $0
    Other
    $81,668
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $785,193
    Bonus
    $0
    Other
    $138,176
    Deferred
    $45,724
    Nontaxable benefits
    $35,944
    Filer's total
    $1,005,037

  • SHAH MD VIJAY

    CHAIR-ROCH INTERN MED

    Total calculated
    $1,004,255
    From this org
    $930,719
    From related orgs
    $0
    Other
    $73,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $763,209
    Bonus
    $0
    Other
    $167,510
    Deferred
    $41,360
    Nontaxable benefits
    $32,176
    Filer's total
    $1,004,255

  • CALLSTROM MD MATTHEW R

    TRUSTEE

    Total calculated
    $999,040
    From this org
    $920,062
    From related orgs
    $0
    Other
    $78,978
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $758,030
    Bonus
    $0
    Other
    $162,032
    Deferred
    $53,268
    Nontaxable benefits
    $25,710
    Filer's total
    $999,040

  • RIHAL MD CHARANJIT S

    TRUSTEE

    Total calculated
    $986,162
    From this org
    $901,460
    From related orgs
    $0
    Other
    $84,702
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $723,645
    Bonus
    $0
    Other
    $177,815
    Deferred
    $51,299
    Nontaxable benefits
    $33,403
    Filer's total
    $986,162

  • MORICE MD WILLIAM G

    CHAIR-LAB MED & PATH

    Total calculated
    $945,038
    From this org
    $866,742
    From related orgs
    $0
    Other
    $78,296
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $755,425
    Bonus
    $0
    Other
    $111,317
    Deferred
    $45,212
    Nontaxable benefits
    $33,084
    Filer's total
    $945,038

  • ARNETT JENNIFER P

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $914,089
    From this org
    $877,526
    From related orgs
    $0
    Other
    $36,563
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $866,865
    Bonus
    $0
    Other
    $10,661
    Deferred
    $13,347
    Nontaxable benefits
    $23,216
    Filer's total
    $914,089

  • HARA MD AMY K

    TRUSTEE

    Total calculated
    $891,539
    From this org
    $0
    From related orgs
    $817,162
    Other
    $74,377
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $702,507 related
    Bonus
    $0
    Other
    $0 + $114,655 related
    Deferred
    $0 + $37,140 related
    Nontaxable benefits
    $0 + $37,237 related
    Filer's total
    $0 + $891,539 related

  • CAMILLERI MD MICHAEL

    FORMER KEY EMPLOYEE

    Total calculated
    $883,078
    From this org
    $841,962
    From related orgs
    $0
    Other
    $41,116
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $635,519
    Bonus
    $0
    Other
    $206,443
    Deferred
    $12,200
    Nontaxable benefits
    $28,916
    Filer's total
    $883,078

  • WALD MD JOHN T

    FORMER KEY EMPLOYEE

    Total calculated
    $866,031
    From this org
    $777,809
    From related orgs
    $0
    Other
    $88,222
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $669,390
    Bonus
    $0
    Other
    $108,419
    Deferred
    $53,419
    Nontaxable benefits
    $34,803
    Filer's total
    $866,031

  • KENDRICK MD MICHAEL L

    CHAIR-SURGERY

    Total calculated
    $860,936
    From this org
    $787,711
    From related orgs
    $0
    Other
    $73,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $667,130
    Bonus
    $0
    Other
    $120,581
    Deferred
    $40,404
    Nontaxable benefits
    $32,821
    Filer's total
    $860,936

  • KHAN RITA G

    FORMER KEY EMPLOYEE

    Total calculated
    $816,801
    From this org
    $0
    From related orgs
    $758,025
    Other
    $58,776
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $732,379 related
    Bonus
    $0
    Other
    $0 + $25,646 related
    Deferred
    $0 + $39,970 related
    Nontaxable benefits
    $0 + $18,806 related
    Filer's total
    $0 + $816,801 related

  • FONSECA MD RAFAEL

    TRUSTEE

    Total calculated
    $813,542
    From this org
    $0
    From related orgs
    $734,769
    Other
    $78,773
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $540,243 related
    Bonus
    $0
    Other
    $0 + $194,526 related
    Deferred
    $0 + $43,071 related
    Nontaxable benefits
    $0 + $35,702 related
    Filer's total
    $0 + $813,542 related

  • LEIBOVICH MD BRADLEY C

    PHYSICIAN

    Total calculated
    $810,373
    From this org
    $734,499
    From related orgs
    $0
    Other
    $75,874
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $621,534
    Bonus
    $0
    Other
    $112,965
    Deferred
    $43,146
    Nontaxable benefits
    $32,728
    Filer's total
    $810,373

  • DOWDY MD SEAN C

    CHIEF VALUE OFFICER

    Total calculated
    $802,937
    From this org
    $732,595
    From related orgs
    $0
    Other
    $70,342
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $654,963
    Bonus
    $0
    Other
    $77,632
    Deferred
    $34,805
    Nontaxable benefits
    $35,537
    Filer's total
    $802,937

  • LOFTUS MD CONOR G

    FORMER KEY EMPLOYEE

    Total calculated
    $786,513
    From this org
    $720,718
    From related orgs
    $0
    Other
    $65,795
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $647,129
    Bonus
    $0
    Other
    $73,589
    Deferred
    $33,067
    Nontaxable benefits
    $32,728
    Filer's total
    $786,513

  • DIDEHBAN ROSHANAK

    TRUSTEE

    Total calculated
    $772,494
    From this org
    $489,841
    From related orgs
    $246,295
    Other
    $36,358
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $426,643 + $208,701 related
    Bonus
    $0
    Other
    $63,198 + $37,594 related
    Deferred
    $24,409
    Nontaxable benefits
    $8,424 + $3,525 related
    Filer's total
    $522,674 + $249,820 related

  • GALANIS MD EVANTHIA

    EXECUTIVE DEAN OF DEVELOPMENT

    Total calculated
    $767,533
    From this org
    $696,670
    From related orgs
    $0
    Other
    $70,863
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $602,061
    Bonus
    $0
    Other
    $94,609
    Deferred
    $38,258
    Nontaxable benefits
    $32,605
    Filer's total
    $767,533

  • GERTZ MD MORIE A

    FORMER KEY EMPLOYEE

    Total calculated
    $764,317
    From this org
    $726,233
    From related orgs
    $0
    Other
    $38,084
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $529,421
    Bonus
    $0
    Other
    $196,812
    Deferred
    $12,200
    Nontaxable benefits
    $25,884
    Filer's total
    $764,317

  • MCLAUGHLIN MD SARAH A

    TRUSTEE

    Total calculated
    $718,269
    From this org
    $0
    From related orgs
    $682,925
    Other
    $35,344
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $619,782 related
    Bonus
    $0
    Other
    $0 + $63,143 related
    Deferred
    $0 + $28,219 related
    Nontaxable benefits
    $0 + $7,125 related
    Filer's total
    $0 + $718,269 related

  • BROWN MD MICHAEL J

    PHYSICIAN

    Total calculated
    $717,208
    From this org
    $644,181
    From related orgs
    $0
    Other
    $73,027
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $563,885
    Bonus
    $0
    Other
    $80,296
    Deferred
    $37,828
    Nontaxable benefits
    $35,199
    Filer's total
    $717,208

  • CIMA MD ROBERT R

    PHYSICIAN

    Total calculated
    $714,460
    From this org
    $640,358
    From related orgs
    $0
    Other
    $74,102
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $557,874
    Bonus
    $0
    Other
    $82,484
    Deferred
    $42,648
    Nontaxable benefits
    $31,454
    Filer's total
    $714,460

  • OKUNO MD SCOTT H

    FORMER KEY EMPLOYEE

    Total calculated
    $707,781
    From this org
    $632,334
    From related orgs
    $0
    Other
    $75,447
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $561,421
    Bonus
    $0
    Other
    $70,913
    Deferred
    $48,793
    Nontaxable benefits
    $26,654
    Filer's total
    $707,781

  • LUETMER MD PATRICK H

    FORMER KEY EMPLOYEE

    Total calculated
    $706,424
    From this org
    $661,260
    From related orgs
    $0
    Other
    $45,164
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $540,785
    Bonus
    $0
    Other
    $120,475
    Deferred
    $12,213
    Nontaxable benefits
    $32,951
    Filer's total
    $706,424

  • FRANK MD IGOR

    PHYSICIAN

    Total calculated
    $699,073
    From this org
    $631,768
    From related orgs
    $0
    Other
    $67,305
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $570,034
    Bonus
    $0
    Other
    $61,734
    Deferred
    $33,283
    Nontaxable benefits
    $34,022
    Filer's total
    $699,073

  • KHAN MD AMIR R

    PHYSICIAN

    Total calculated
    $677,218
    From this org
    $603,303
    From related orgs
    $0
    Other
    $73,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $534,074
    Bonus
    $0
    Other
    $69,229
    Deferred
    $41,519
    Nontaxable benefits
    $32,396
    Filer's total
    $677,218

  • PETERS MD STEVE G

    PHYSICIAN

    Total calculated
    $654,330
    From this org
    $614,018
    From related orgs
    $0
    Other
    $40,312
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $535,766
    Bonus
    $0
    Other
    $78,252
    Deferred
    $12,200
    Nontaxable benefits
    $28,112
    Filer's total
    $654,330

  • GAZELKA MD HALENA M

    FORMER KEY EMPLOYEE

    Total calculated
    $661,364
    From this org
    $584,084
    From related orgs
    $21,184
    Other
    $56,096
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $498,687 + $21,140 related
    Bonus
    $0
    Other
    $85,397 + $44 related
    Deferred
    $6,100 + $32,985 related
    Nontaxable benefits
    $16,420 + $591 related
    Filer's total
    $606,604 + $54,760 related

  • FAMUYIDE MBBS ABIMBOLA O

    TRUSTEE

    Total calculated
    $640,642
    From this org
    $565,818
    From related orgs
    $0
    Other
    $74,824
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $474,595
    Bonus
    $0
    Other
    $91,223
    Deferred
    $49,995
    Nontaxable benefits
    $24,829
    Filer's total
    $640,642

  • FRANCIS JAMES R

    ASST TREASURER

    Total calculated
    $637,633
    From this org
    $0
    From related orgs
    $547,728
    Other
    $89,905
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $488,877 related
    Bonus
    $0
    Other
    $0 + $58,851 related
    Deferred
    $0 + $61,591 related
    Nontaxable benefits
    $0 + $28,314 related
    Filer's total
    $0 + $637,633 related

  • HORLOCKER MD TERESE T

    PHYSICIAN

    Total calculated
    $631,838
    From this org
    $593,169
    From related orgs
    $0
    Other
    $38,669
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $525,625
    Bonus
    $0
    Other
    $67,544
    Deferred
    $12,204
    Nontaxable benefits
    $26,465
    Filer's total
    $631,838

  • DUNN AJANI N

    ASST SECY

    Total calculated
    $600,146
    From this org
    $0
    From related orgs
    $535,956
    Other
    $64,190
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $527,713 related
    Bonus
    $0
    Other
    $0 + $8,243 related
    Deferred
    $0 + $26,454 related
    Nontaxable benefits
    $0 + $37,736 related
    Filer's total
    $0 + $600,146 related

  • HAYES MD SHARONNE N

    FORMER KEY EMPLOYEE

    Total calculated
    $575,528
    From this org
    $510,672
    From related orgs
    $0
    Other
    $64,856
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $413,634
    Bonus
    $0
    Other
    $97,038
    Deferred
    $39,565
    Nontaxable benefits
    $25,291
    Filer's total
    $575,528

  • LUCCHINETTI MD CLAUDIA F

    TRUSTEE

    Total calculated
    $568,840
    From this org
    $490,858
    From related orgs
    $0
    Other
    $77,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $436,001
    Bonus
    $0
    Other
    $54,857
    Deferred
    $48,467
    Nontaxable benefits
    $29,515
    Filer's total
    $568,840

  • DIETER HEIDI L

    CHAIR-RESEARCH ADMIN

    Total calculated
    $540,434
    From this org
    $490,358
    From related orgs
    $0
    Other
    $50,076
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $458,071
    Bonus
    $0
    Other
    $32,287
    Deferred
    $38,059
    Nontaxable benefits
    $12,017
    Filer's total
    $540,434

  • POE JOHN D

    CHAIR-EDUCATION ADMIN

    Total calculated
    $523,557
    From this org
    $53,273
    From related orgs
    $408,559
    Other
    $61,725
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $53,063 + $406,614 related
    Bonus
    $0
    Other
    $210 + $1,945 related
    Deferred
    $1,604 + $36,197 related
    Nontaxable benefits
    $4,870 + $19,054 related
    Filer's total
    $59,747 + $463,810 related

  • DIASIO MD ROBERT B

    FORMER KEY EMPLOYEE

    Total calculated
    $487,659
    From this org
    $453,641
    From related orgs
    $0
    Other
    $34,018
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $372,459
    Bonus
    $0
    Other
    $81,182
    Deferred
    $6,188
    Nontaxable benefits
    $27,830
    Filer's total
    $487,659

  • HUBERT SHERRY L

    ASST SECY

    Total calculated
    $469,413
    From this org
    $0
    From related orgs
    $386,410
    Other
    $83,003
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,166 related
    Bonus
    $0
    Other
    $0 + $20,244 related
    Deferred
    $0 + $48,423 related
    Nontaxable benefits
    $0 + $34,580 related
    Filer's total
    $0 + $469,413 related

  • NARR MD BRADLY J

    FORMER KEY EMPLOYEE

    Total calculated
    $451,247
    From this org
    $411,331
    From related orgs
    $0
    Other
    $39,916
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,378
    Bonus
    $0
    Other
    $101,953
    Deferred
    $12,200
    Nontaxable benefits
    $27,716
    Filer's total
    $451,247

  • NORBY SUSAN M

    FORMER OFFICER

    Total calculated
    $436,440
    From this org
    $0
    From related orgs
    $364,249
    Other
    $72,191
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $347,885 related
    Bonus
    $0
    Other
    $0 + $16,364 related
    Deferred
    $0 + $42,628 related
    Nontaxable benefits
    $0 + $29,563 related
    Filer's total
    $0 + $436,440 related

  • BOLTON JEFFREY W

    FORMER OFFICER

    Total calculated
    $406,549
    From this org
    $0
    From related orgs
    $406,549
    Other
    $0
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $406,549 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $406,549 related

  • CAINE NATALIE A

    CAO-ROCHESTER

    Total calculated
    $401,196
    From this org
    $343,552
    From related orgs
    $0
    Other
    $57,644
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $341,246
    Bonus
    $0
    Other
    $2,306
    Deferred
    $21,086
    Nontaxable benefits
    $36,558
    Filer's total
    $401,196

  • GREENE MD EDDIE L

    TRUSTEE

    Total calculated
    $382,289
    From this org
    $315,382
    From related orgs
    $0
    Other
    $66,907
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,967
    Bonus
    $0
    Other
    $28,415
    Deferred
    $42,105
    Nontaxable benefits
    $24,802
    Filer's total
    $382,289

  • BROWN WILLIAM A

    ASST TREASURER

    Total calculated
    $308,451
    From this org
    $0
    From related orgs
    $270,854
    Other
    $37,597
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $266,298 related
    Bonus
    $0
    Other
    $0 + $4,556 related
    Deferred
    $0 + $10,086 related
    Nontaxable benefits
    $0 + $27,511 related
    Filer's total
    $0 + $308,451 related

  • HAEFLINGER RICKY J

    FORMER OFFICER

    Total calculated
    $175,431
    From this org
    $175,431
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $175,431
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $175,431

  • ALIX JAY

    TRUSTEE

    Total calculated
    $13,491
    From this org
    $0
    From related orgs
    $13,491
    Other
    $0
    Hours/week
    5

  • POWELL MICHAEL K

    TRUSTEE/CHAIR

    Total calculated
    $9,137
    From this org
    $0
    From related orgs
    $9,137
    Other
    $0
    Hours/week
    5

  • STEER MD RANDOLPH C

    TRUSTEE

    Total calculated
    $3,881
    From this org
    $0
    From related orgs
    $3,881
    Other
    $0
    Hours/week
    5

  • ROBERTS ROBIN R

    TRUSTEE

    Total calculated
    $2,529
    From this org
    $0
    From related orgs
    $2,529
    Other
    $0
    Hours/week
    5

  • BAKER JR DOUGLAS M

    TRUSTEE

    Total calculated
    $2,360
    From this org
    $0
    From related orgs
    $2,360
    Other
    $0
    Hours/week
    5

  • BAICKER KATHERINE

    TRUSTEE

    Total calculated
    $711
    From this org
    $0
    From related orgs
    $711
    Other
    $0
    Hours/week
    5

  • BILICIC GEORGE W

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • BURNS URSULA M

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • DAVIS RICHARD K

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • DI PIAZZA JR SAMUEL A

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • GERBERDING MD JULIE L

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • HALVORSON GEORGE C

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • MULALLY ALAN R

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • PERETSMAN NANCY B

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • ROTHBLATT A MARTINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • SCHMIDT ERIC E

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • SWEENEY ANNE M

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • TOMM CHARLES B

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Answered no

  • 4a · Severance or change-of-control payment
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
EXTERNAL TRUSTEES MAY BE REIMBURSED FOR ACTUAL TRAVEL EXPENSES, INCLUDING FIRST CLASS TRAVEL, RELATED TO MAYO BUSINESS. THIS REIMBURSEMENT MAY INCLUDE PRIVATE AIR TRAVEL, IN WHICH CASE REIMBURSEMENT IS LIMITED TO THE COST OF A FIRST CLASS TICKET AND THE AMOUNT IS GROSSED UP AND TREATED AS TAXABLE INCOME. IN 2022, MATTHEW R. CALLSTROM M.D., IGOR FRANK M.D. AND EVANTHIA GALANIS M.D. WERE PROVIDED BUSINESS/FIRST-CLASS TRAVEL. THE TRAVEL WAS NOT TREATED AS TAXABLE COMPENSATION AS ALL FLIGHTS WERE BUSINESS RELATED. TRAVEL FOR COMPANIONS IS AVAILABLE TO ALL TRUSTEES AND EX-OFFICIOS SO THAT SPOUSES CAN ACCOMPANY THEM TO THE SITE OF BOARD MEETINGS AND FOR OTHER BUSINESS RELATED PURPOSES. IN 2022, JAY ALIX, JENNIFER P. ARNETT, KATHERINE BAICKER, CLAUDIA F. LUCCHINETTI M.D., MICHAEL K. POWELL, CHARANJIT S. RIHAL M.D., ROBIN R. ROBERTS AND RANDOLPH C. STEER M.D. RECEIVED SPOUSAL TRAVEL, WHICH WAS GROSSED UP AND TREATED AS TAXABLE INCOME. MOVING EXPENSE REIMBURSEMENT IS PROVIDED TO QUALIFYING EMPLOYEES WHEN JUSTIFIED BY BUSINESS NEED. REIMBURSEMENT MAY INCLUDE TRAVEL FOR COMPANIONS. IN 2022, ONE OR MORE LISTED PERSONS 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 4B-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). AMMASH M.D., NASER M. $113,509 ARNETT, JENNIFER P. $ 4,480 BOLTON, JEFFREY W. $370,628 BROWN M.D., MICHAEL J. $ 67,134 CAINE, NATALIE A. $ 716 CALLSTROM M.D., MATTHEW R. $133,609 CAMILLERI M.D., MICHAEL $116,010 CIMA M.D., ROBERT R. $ 74,633 CLARKE M.D., MICHELLE J. $123,357 DAHLEN, DENNIS E. $143,487 DIASIO M.D., ROBERT B. $ 64,492 DIDEHBAN, ROSHANAK $ 60,501 DIETER, HEIDI L. $ 30,126 DOWDY M.D., SEAN C. $ 67,916 DUNN, AJANI N. $ 3,791 FAMUYIDE M.B.B.S., ABIMBOLA O. $ 58,957 FARRUGIA M.D., GIANRICO $722,101 FONSECA M.D., RAFAEL $111,757 FRANCIS, JAMES R. $ 53,065 FRANK M.D., IGOR $ 57,262 GALANIS M.D., EVANTHIA $ 89,159 GAZELKA M.D., HALENA M. $ 32,664 GERTZ M.D., MORIE A. $ 84,457 GORES M.D., GREGORY J. $209,763 GORMAN, PAUL A. $140,092 GRAY M.D., RICHARD J. $324,738 GREENE M.D., EDDIE L. $ 24,809 HARA M.D., AMY K. $113,169 HARPER JR., M.D., CHARLES M. $223,863 HAYES M.D., SHARONNE N. $ 65,851 HORLOCKER M.D., TERESE T. $ 63,074 HUBERT, SHERRY L. $ 17,058 KENDRICK M.D., MICHAEL L. $108,561 KHAN M.D., AMIR R. $ 65,301 KHAN, RITA G. $ 21,269 KRAUSS M.D., WILLIAM E. $247,834 LANZINO M.D., GIUSEPPE $246,714 LEIBOVICH M.D., BRADLEY C. $ 92,619 LOFTUS M.D., CONOR G. $ 72,098 LUCCHINETTI M.D., CLAUDIA F. $ 47,477 LUETMER M.D., PATRICK H. $106,029 MARSH M.D., W. RICHARD $225,710 MCLAUGHLIN M.D., SARAH A. $ 62,008 MENKOSKY, PAULA E. $145,275 MORICE M.D., WILLIAM G. $108,034 MURPHY, JOSHUA B. $229,142 NARR M.D., BRADLY J. $ 61,213 NORBY, SUSAN M. $ 13,627 OKUNO M.D., SCOTT H. $ 65,697 OTLEY M.D., CLARK C. $167,962 PAGNANO M.D., MARK W. $135,347 PETERS M.D., STEVE G. $ 65,804 PICHELMANN M.D., MARK A. $186,004 POE, JOHN D. $0 RIHAL M.D., CHARANJIT S. $124,292 SHAH M.D., VIJAY $135,686 THIELEN M.D., KENT R. $324,738 WALD M.D., JOHN T. $103,229 WILLIAMS M.D., AMY W. $178,140 WILLIAMSON, MARY J. $167,752 ZORN, CHRISTINA K. $116,164 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: CAMILLERI M.D., MICHAEL DOWDY M.D., SEAN C. FAMUYIDE M.B.B.S., ABIMBOLA O. HARA M.D., AMY K. RIHAL M.D., CHARANJIT S. SHAH M.D., VIJAY PART II: COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202343189349313034

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.