Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
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) 2021

Schedule J (Form 990) 2021
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, 1099-MISC compensation, and/or 1099-NEC (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
TRUSTEE/PRESIDENT/CEO 		(i)

(ii)		 0
-------------
2,712,368 		0
-------------
0 		0
-------------
676,292 		0
-------------
58,225 		0
-------------
38,289 		0
-------------
3,485,174 		0
-------------
0
2BOLTON JEFFREY W
TRUSTEE/VP 		(i)

(ii)		 0
-------------
1,515,983 		0
-------------
0 		0
-------------
561,212 		0
-------------
6,362 		0
-------------
28,161 		0
-------------
2,111,718 		0
-------------
0
3THIELEN MD KENT R
TRUSTEE/VP 		(i)

(ii)		 0
-------------
1,448,823 		0
-------------
0 		0
-------------
248,989 		0
-------------
59,222 		0
-------------
34,464 		0
-------------
1,791,498 		0
-------------
0
4GRAY MD RICHARD J
TRUSTEE/VP 		(i)

(ii)		 0
-------------
1,446,958 		0
-------------
0 		0
-------------
247,461 		0
-------------
53,384 		0
-------------
32,914 		0
-------------
1,780,717 		0
-------------
0
5KRAUSS MD WILLIAM E
PHYSICIAN 		(i)

(ii)		 1,171,862
-------------
0 		0
-------------
0 		251,774
-------------
0 		61,912
-------------
0 		27,574
-------------
0 		1,513,122
-------------
0 		0
-------------
0
6DAHLEN DENNIS E
CFO 		(i)

(ii)		 0
-------------
1,240,330 		0
-------------
0 		0
-------------
138,291 		0
-------------
56,218 		0
-------------
35,820 		0
-------------
1,470,659 		0
-------------
0
7LANZINO MD GIUSEPPE
PHYSICIAN 		(i)

(ii)		 1,166,872
-------------
0 		0
-------------
0 		185,757
-------------
0 		52,444
-------------
0 		33,592
-------------
0 		1,438,665
-------------
0 		0
-------------
0
8PICHELMANN MD MARK A
CHAIR-NWWI NEUROSURGERY 		(i)

(ii)		 1,173,347
-------------
0 		0
-------------
0 		183,955
-------------
0 		43,080
-------------
0 		31,746
-------------
0 		1,432,128
-------------
0 		0
-------------
0
9MURPHY JOSHUA B
SECY 		(i)

(ii)		 0
-------------
1,104,117 		0
-------------
0 		0
-------------
209,978 		0
-------------
58,717 		0
-------------
37,917 		0
-------------
1,410,729 		0
-------------
0
10HARPER JR MD CHARLES M
TRUSTEE 		(i)

(ii)		 950,593
-------------
0 		0
-------------
0 		405,487
-------------
0 		11,600
-------------
0 		26,739
-------------
0 		1,394,419
-------------
0 		0
-------------
0
11MEYER MD FREDRIC B
FORMER KEY EMPLOYEE 		(i)

(ii)		 0
-------------
1,101,859 		0
-------------
0 		0
-------------
239,824 		0
-------------
11,600 		0
-------------
37,392 		0
-------------
1,390,675 		0
-------------
0
12CLARKE MD MICHELLE J
PHYSICIAN 		(i)

(ii)		 1,169,572
-------------
0 		0
-------------
0 		123,315
-------------
0 		48,654
-------------
0 		27,802
-------------
0 		1,369,343
-------------
0 		0
-------------
0
13MARSH MD W RICHARD
DIR-SPINE CENTER 		(i)

(ii)		 1,092,941
-------------
0 		0
-------------
0 		236,733
-------------
0 		11,600
-------------
0 		26,778
-------------
0 		1,368,052
-------------
0 		0
-------------
0
14GORMAN PAUL A
TREASURER/ASST TREASURER 		(i)

(ii)		 0
-------------
786,080 		0
-------------
290,952 		0
-------------
111,371 		0
-------------
57,730 		0
-------------
32,398 		0
-------------
1,278,531 		0
-------------
0
15GORES MD GREGORY J
EXECUTIVE DEAN OF RESEARCH 		(i)

(ii)		 1,033,286
-------------
0 		0
-------------
0 		210,613
-------------
0 		0
-------------
0 		29,298
-------------
0 		1,273,197
-------------
0 		0
-------------
0
16OTLEY MD CLARK C
PHYSICIAN 		(i)

(ii)		 857,964
-------------
0 		0
-------------
0 		193,110
-------------
0 		57,571
-------------
0 		35,485
-------------
0 		1,144,130
-------------
0 		0
-------------
0
17AMMASH MD NASER M
FORMER KEY EMPLOYEE 		(i)

(ii)		 0
-------------
692,822 		0
-------------
0 		0
-------------
370,757 		0
-------------
56,242 		0
-------------
22,217 		0
-------------
1,142,038 		0
-------------
0
18WILLIAMSON MARY J
VICE CHAIR/CAO-MCHS 		(i)

(ii)		 884,867
-------------
0 		0
-------------
0 		152,711
-------------
0 		45,153
-------------
0 		34,229
-------------
0 		1,116,960
-------------
0 		0
-------------
0
19WILLIAMS MD AMY W
TRUSTEE 		(i)

(ii)		 0
-------------
890,411 		0
-------------
0 		0
-------------
140,296 		0
-------------
74,379 		0
-------------
7,940 		0
-------------
1,113,026 		0
-------------
0
20ZORN CHRISTINA K
TRUSTEE/VP/ASST SECY 		(i)

(ii)		 0
-------------
832,853 		0
-------------
30,000 		0
-------------
135,182 		0
-------------
49,370 		0
-------------
32,595 		0
-------------
1,080,000 		0
-------------
0
21MENKOSKY PAULA E
ASST SECY 		(i)

(ii)		 0
-------------
804,590 		0
-------------
0 		0
-------------
135,686 		0
-------------
53,474 		0
-------------
32,479 		0
-------------
1,026,229 		0
-------------
0
22CALLSTROM MD MATTHEW R
CHAIR-DEPT OF RADIOLOGY 		(i)

(ii)		 741,007
-------------
0 		0
-------------
0 		162,122
-------------
0 		62,787
-------------
0 		25,105
-------------
0 		991,021
-------------
0 		0
-------------
0
23SHAH MD VIJAY
CHAIR-ROCH INTERN MED 		(i)

(ii)		 745,958
-------------
0 		0
-------------
0 		154,880
-------------
0 		55,135
-------------
0 		33,004
-------------
0 		988,977
-------------
0 		0
-------------
0
24HEBL MD JAMES R
FORMER KEY EMPLOYEE 		(i)

(ii)		 757,507
-------------
0 		0
-------------
0 		122,092
-------------
0 		43,936
-------------
0 		32,334
-------------
0 		955,869
-------------
0 		0
-------------
0
25RIHAL MD CHARANJIT S
TRUSTEE 		(i)

(ii)		 681,863
-------------
0 		0
-------------
0 		166,025
-------------
0 		63,426
-------------
0 		32,513
-------------
0 		943,827
-------------
0 		0
-------------
0
26KHAN RITA G
FORMER KEY EMPLOYEE 		(i)

(ii)		 0
-------------
715,331 		0
-------------
100,000 		0
-------------
23,138 		0
-------------
51,810 		0
-------------
3,322 		0
-------------
893,601 		0
-------------
0
27FONSECA MD RAFAEL
TRUSTEE 		(i)

(ii)		 0
-------------
604,348 		0
-------------
0 		0
-------------
194,098 		0
-------------
47,461 		0
-------------
35,157 		0
-------------
881,064 		0
-------------
0
28WALD MD JOHN T
PHYSICIAN 		(i)

(ii)		 652,427
-------------
0 		0
-------------
0 		107,953
-------------
0 		65,545
-------------
0 		33,994
-------------
0 		859,919
-------------
0 		0
-------------
0
29CAMILLERI MD MICHAEL
FORMER KEY EMPLOYEE 		(i)

(ii)		 617,405
-------------
0 		0
-------------
0 		203,709
-------------
0 		0
-------------
0 		28,307
-------------
0 		849,421
-------------
0 		0
-------------
0
30MORICE MD WILLIAM G
CHAIR-LAB MED & PATH 		(i)

(ii)		 669,432
-------------
0 		0
-------------
0 		82,181
-------------
0 		58,887
-------------
0 		32,058
-------------
0 		842,558
-------------
0 		0
-------------
0
31LUETMER MD PATRICK H
FORMER KEY EMPLOYEE 		(i)

(ii)		 653,427
-------------
0 		0
-------------
0 		121,422
-------------
0 		29,466
-------------
0 		33,046
-------------
0 		837,361
-------------
0 		0
-------------
0
32KENDRICK MD MICHAEL L
CHIAR-SURGERY 		(i)

(ii)		 637,779
-------------
0 		0
-------------
0 		100,698
-------------
0 		49,330
-------------
0 		31,970
-------------
0 		819,777
-------------
0 		0
-------------
0
33LEIBOVICH MD BRADLEY C
PHYSICIAN 		(i)

(ii)		 609,073
-------------
0 		0
-------------
0 		91,058
-------------
0 		54,704
-------------
0 		31,893
-------------
0 		786,728
-------------
0 		0
-------------
0
34LOFTUS MD CONOR G
FORMER KEY EMPLOYEE 		(i)

(ii)		 629,075
-------------
0 		0
-------------
0 		72,615
-------------
0 		49,065
-------------
0 		31,915
-------------
0 		782,670
-------------
0 		0
-------------
0
35HOFFMAN III HARRY N
FORMER OFFICER 		(i)

(ii)		 0
-------------
269,390 		0
-------------
315,003 		0
-------------
167,343 		0
-------------
9,292 		0
-------------
11,346 		0
-------------
772,374 		0
-------------
0
36DOWDY MD SEAN C
CHIEF VALUE OFFICER 		(i)

(ii)		 601,808
-------------
0 		0
-------------
0 		67,254
-------------
0 		50,463
-------------
0 		34,326
-------------
0 		753,851
-------------
0 		0
-------------
0
37GERTZ MD MORIE A
FORMER KEY EMPLOYEE 		(i)

(ii)		 488,466
-------------
0 		0
-------------
0 		193,585
-------------
0 		11,600
-------------
0 		25,205
-------------
0 		718,856
-------------
0 		0
-------------
0
38CIMA MD ROBERT R
PHYSICIAN 		(i)

(ii)		 548,258
-------------
0 		0
-------------
0 		81,079
-------------
0 		50,852
-------------
0 		29,803
-------------
0 		709,992
-------------
0 		0
-------------
0
39BERRY MD DANIEL J
TRUSTEE 		(i)

(ii)		 497,082
-------------
0 		0
-------------
0 		149,189
-------------
0 		33,463
-------------
0 		21,673
-------------
0 		701,407
-------------
0 		0
-------------
0
40FRANK MD IGOR
PHYSICIAN 		(i)

(ii)		 555,227
-------------
0 		0
-------------
0 		60,868
-------------
0 		48,898
-------------
0 		31,715
-------------
0 		696,708
-------------
0 		0
-------------
0
41GALANIS MD EVANTHIA
EXECUTIVE DEAN OF DEVELOPMENT 		(i)

(ii)		 533,931
-------------
0 		0
-------------
0 		65,278
-------------
0 		47,624
-------------
0 		31,633
-------------
0 		678,466
-------------
0 		0
-------------
0
42OKUNO MD SCOTT H
FORMER KEY EMPLOYEE 		(i)

(ii)		 520,126
-------------
0 		0
-------------
0 		66,624
-------------
0 		61,356
-------------
0 		29,076
-------------
0 		677,182
-------------
0 		0
-------------
0
43BROWN MD MICHAEL J
PHYSICIAN 		(i)

(ii)		 510,765
-------------
0 		10,000
-------------
0 		66,549
-------------
0 		50,908
-------------
0 		34,331
-------------
0 		672,553
-------------
0 		0
-------------
0
44KHAN MD AMIR R
PHYSICIAN 		(i)

(ii)		 518,970
-------------
0 		0
-------------
0 		66,184
-------------
0 		54,854
-------------
0 		31,592
-------------
0 		671,600
-------------
0 		0
-------------
0
45MCLAUGHLIN MD SARAH A
TRUSTEE 		(i)

(ii)		 0
-------------
585,228 		0
-------------
0 		0
-------------
38,434 		0
-------------
40,679 		0
-------------
7,005 		0
-------------
671,346 		0
-------------
0
46DIDEHBAN ROSHANAK
TRUSTEE 		(i)

(ii)		 577,213
-------------
0 		0
-------------
0 		39,766
-------------
0 		37,059
-------------
0 		11,525
-------------
0 		665,563
-------------
0 		0
-------------
0
47DIASIO MD ROBERT B
PHYSICIAN 		(i)

(ii)		 509,164
-------------
0 		0
-------------
0 		122,756
-------------
0 		101
-------------
0 		27,704
-------------
0 		659,725
-------------
0 		0
-------------
0
48PETERS MD STEVE G
PHYSICIAN 		(i)

(ii)		 516,347
-------------
0 		0
-------------
0 		75,350
-------------
0 		11,600
-------------
0 		26,997
-------------
0 		630,294
-------------
0 		0
-------------
0
49FRANCIS JAMES R
ASST TREASURER 		(i)

(ii)		 0
-------------
473,471 		0
-------------
0 		0
-------------
52,748 		0
-------------
71,556 		0
-------------
27,712 		0
-------------
625,487 		0
-------------
0
50GAZELKA MD HALENA M
PHYSICIAN 		(i)

(ii)		 503,095
-------------
0 		0
-------------
0 		34,428
-------------
0 		50,856
-------------
0 		26,443
-------------
0 		614,822
-------------
0 		0
-------------
0
51WHITED MD BRIAN L
FORMER KEY EMPLOYEE 		(i)

(ii)		 112,993
-------------
357,101 		0
-------------
0 		55,403
-------------
3,197 		58,379
-------------
0 		6,340
-------------
18,999 		233,115
-------------
379,297 		0
-------------
0
52HORLOCKER MD TERESE T
PHYSICIAN 		(i)

(ii)		 511,195
-------------
0 		0
-------------
0 		65,103
-------------
0 		12
-------------
0 		24,967
-------------
0 		601,277
-------------
0 		0
-------------
0
53LUCCHINETTI MD CLAUDIA F
TRUSTEE 		(i)

(ii)		 451,812
-------------
0 		0
-------------
0 		43,283
-------------
0 		62,331
-------------
0 		31,393
-------------
0 		588,819
-------------
0 		0
-------------
0
54HAYES MD SHARONNE N
FORMER KEY EMPLOYEE 		(i)

(ii)		 393,641
-------------
0 		0
-------------
0 		108,725
-------------
0 		58,429
-------------
0 		27,376
-------------
0 		588,171
-------------
0 		0
-------------
0
55KRAHN MD LOIS E
TRUSTEE 		(i)

(ii)		 0
-------------
411,629 		0
-------------
0 		0
-------------
66,492 		0
-------------
63,205 		0
-------------
32,506 		0
-------------
573,832 		0
-------------
0
56NARR MD BRADLY J
FORMER KEY EMPLOYEE 		(i)

(ii)		 400,343
-------------
0 		0
-------------
0 		107,859
-------------
0 		0
-------------
0 		27,439
-------------
0 		535,641
-------------
0 		0
-------------
0
57DIETER HEIDI L
CHIEF RESEARCH OFFICER 		(i)

(ii)		 431,968
-------------
0 		0
-------------
0 		17,803
-------------
0 		47,985
-------------
0 		11,681
-------------
0 		509,437
-------------
0 		0
-------------
0
58WARNER MD MARK A
FORMER KEY EMPLOYEE 		(i)

(ii)		 299,930
-------------
0 		0
-------------
0 		148,884
-------------
0 		11,600
-------------
0 		24,569
-------------
0 		484,983
-------------
0 		0
-------------
0
59HAEFLINGER RICKY J
ASST TREASURER 		(i)

(ii)		 244,757
-------------
0 		137,053
-------------
0 		58,125
-------------
0 		562
-------------
0 		4,236
-------------
0 		444,733
-------------
0 		0
-------------
0
60HUBERT SHERRY L
ASST SECY 		(i)

(ii)		 0
-------------
343,973 		0
-------------
0 		0
-------------
7,536 		0
-------------
53,754 		0
-------------
33,751 		0
-------------
439,014 		0
-------------
0
61GOSTOUT MD BOBBIE S
TRUSTEE/VP 		(i)

(ii)		 0
-------------
59,560 		0
-------------
0 		0
-------------
375,215 		0
-------------
269 		0
-------------
3,197 		0
-------------
438,241 		0
-------------
0
62GREENE MD EDDIE L
TRUSTEE 		(i)

(ii)		 310,889
-------------
0 		0
-------------
0 		31,401
-------------
0 		62,492
-------------
0 		27,079
-------------
0 		431,861
-------------
0 		0
-------------
0
63NORBY SUSAN M
FORMER OFFICER 		(i)

(ii)		 0
-------------
333,209 		0
-------------
0 		0
-------------
14,931 		0
-------------
48,427 		0
-------------
28,838 		0
-------------
425,405 		0
-------------
0
64HADAWAY CHERYL J
FORMER KEY EMPLOYEE 		(i)

(ii)		 265,240
-------------
0 		0
-------------
0 		126,645
-------------
0 		11,600
-------------
0 		10,502
-------------
0 		413,987
-------------
0 		0
-------------
0
65LOCKETT KEVIN M
FORMER OFFICER 		(i)

(ii)		 0
-------------
126,474 		0
-------------
0 		0
-------------
144,450 		0
-------------
54,308 		0
-------------
15,410 		0
-------------
340,642 		0
-------------
0
66BROWN WILLIAM A
ASST TREASURER 		(i)

(ii)		 0
-------------
252,693 		0
-------------
0 		0
-------------
4,169 		0
-------------
0 		0
-------------
26,916 		0
-------------
283,778 		0
-------------
0
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
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. SUCH EXPENSES WOULD BE ACTUAL TRAVEL EXPENSES (WHICH COULD INCLUDE FIRST CLASS OR CHARTER TRAVEL)AND ARE BASED ON BUSINESS NEED. IN 2021, DANIEL J.BERRY M.D., ROSHANAK DIDEHBAN, EVANTHIA GALANIS M.D. AND GREGORY J. GORES 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. IN ADDITION TO ALL REGULAR TRAVEL APPROVAL AND DOCUMENTATION PROCESSES, BUSINESS/FIRST-CLASS AND CHARTER TRAVEL REQUIRE SEPARATE DOCUMENTATION OF BUSINESS NEED, APPROVAL BY SENIOR LEADERSHIP, 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 AND FOR OTHER BUSINESS RELATED PURPOSES. IN 2021, KATHERINE BAICKER, DOUGLAS M. BAKER JR., CLAUDIA F. LUCCHINETTI M.D., MICHAEL K. POWELL, CHARANJIT S. RIHAL M.D. AND ROBIN R. ROBERTS RECEIVED SPOUSAL TRAVEL, WHICH WAS GROSSED UP AND TREATED AS TAXABLE INCOME. 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 THE FOLLOWING INDIVIDUAL RECEIVED A PAYMENT PER A SEPARATION AGREEMENT. THE AMOUNT IS TAXABLE TO THE EMPLOYEE AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). KEVIN M. LOCKETT $143,000 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. $110,604 BERRY M.D., DANIEL J. $124,881 BOLTON, JEFFREY W. $282,321 BROWN M.D., MICHAEL J. $62,718 CALLSTROM M.D., MATTHEW R. $133,069 CAMILLERI M.D., MICHAEL $113,750 CIMA M.D., ROBERT R. $72,802 CLARKE M.D., MICHELLE J. $120,609 DAHLEN, DENNIS E. $127,530 DIASIO M.D., ROBERT B. $102,628 DIDEHBAN, ROSHANAK $38,556 DIETER, HEIDI L. $15,388 DOWDY M.D., SEAN C. $60,388 FARRUGIA M.D., GIANRICO $501,999 FONSECA M.D., RAFAEL $111,719 FRANCIS, JAMES R. $48,724 FRANK M.D., IGOR $55,848 GALANIS M.D., EVANTHIA $61,872 GAZELKA M.D., HALENA M. $31,799 GERTZ M.D., MORIE A. $82,949 GORES M.D., GREGORY J. $196,939 GORMAN, PAUL A. $107,872 GOSTOUT M.D., BOBBIE S. $349,763 GRAY M.D., RICHARD J. $242,622 GREENE M.D., EDDIE L. $28,491 HADAWAY, CHERYL J. $79,468 HAEFLINGER, RICKY J. $26,220 HARPER JR., M.D., CHARLES M. $255,639 HAYES M.D., SHARONNE N. $77,118 HEBL M.D., JAMES R. $119,791 HOFFMAN III, HARRY N. $130,201 HORLOCKER M.D., TERESE T. $60,829 HUBERT, SHERRY L. $5,318 KENDRICK M.D., MICHAEL L. $88,590 KHAN M.D., AMIR R. $63,627 KHAN, RITA G. $20,750 KRAHN M.D., LOIS E. $43,748 KRAUSS M.D., WILLIAM E. $242,338 LANZINO M.D., GIUSEPPE $180,914 LEIBOVICH M.D., BRADLEY C. $80,989 LOFTUS M.D., CONOR G. $70,402 LUCCHINETTI M.D., CLAUDIA F. $36,598 LUETMER M.D., PATRICK H. $105,489 MARSH M.D., W. RICHARD $220,919 MCLAUGHLIN M.D., SARAH A. $36,681 MENKOSKY, PAULA E. $131,599 MEYER M.D., FREDRIC B. $223,653 MORICE M.D., WILLIAM G. $76,931 MURPHY, JOSHUA B. $205,357 NARR M.D., BRADLY J. $65,373 NORBY, SUSAN M. $13,028 OKUNO M.D., SCOTT H. $63,463 OTLEY M.D., CLARK C. $164,567 PETERS M.D., STEVE G. $64,189 PICHELMANN M.D., MARK A. $180,947 RIHAL M.D., CHARANJIT S. $111,369 SHAH M.D., VIJAY $129,107 THIELEN M.D., KENT R. $242,622 WALD M.D., JOHN T. $102,689 WARNER M.D., MARK A. $59,908 WHITED M.D., BRIAN L. $54,614 WILLIAMS M.D., AMY W. $133,003 WILLIAMSON, MARY J. $149,659 ZORN, CHRISTINA K. $90,970 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. FARRUGIA M.D., GIANRICO MEYER M.D., FREDRIC B. RIHAL M.D., CHARANJIT S. PART II: COMPENSATION PAID TO BOARD MEMBERS IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF THE ORGANIZATION.
Schedule J (Form 990) 2021

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