Form990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
Rush University Medical Center
 
Doing Business As
Same
 
Number and street (or P.O. box if mail is not delivered to street address)
1700 West Van Buren Street Room No
 
Room/suite
City or town, state or country, and ZIP + 4
Chicago, IL60612
D Employer identification number

36-2174823
E Telephone number

G Gross receipts $ 2,303,508,834
F Name and address of principal officer:
Richard W Casey
1700 W Van Buren St
Chicago,IL60612
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.rush.edu
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1905
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: See Schedule O See Schedule O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 92
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 67
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 9,996
6 Total number of volunteers (estimate if necessary) .... 6 590
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 1,714,763
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b  
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 107,952,060 127,632,265
9 Program service revenue (Part VIII, line 2g) ......... 1,240,640,015 1,262,293,276
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 40,643,049 77,552,938
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 9,356,297 10,884,013
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,398,591,421 1,478,362,492
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,824,409 7,648,405
14 Benefits paid to or for members (Part IX, column (A), line 4) ....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 692,695,204 748,114,971
16a Professional fundraising fees (Part IX, column (A), line 11e)....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet6,395,247    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 590,723,687 573,599,064
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,290,243,300 1,329,362,440
19 Revenue less expenses. Subtract line 18 from line 12...... 108,348,121 149,000,052
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 2,498,792,160 2,583,547,057
21 Total liabilities (Part X, line 26)............ 1,507,653,150 1,301,922,015
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 991,139,010 1,281,625,042
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: The mission of Rush University Medical Center is to provide the very best care for our patients. Our education and research endeavors, community service programs and relationships with other hospitals are dedicated to enhancing excellence in patient care for the diverse communities of the Chicago area, now and in the future.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,028,262,923 including grants of $   ) (Revenue $ 1,074,159,119 )
Healthcare-Rush University Medical Center Rush is an academic medical center that brings together excellence in clinical care research to address major health problems. Patient care was provided to over 35,000 inpatients over 500,000 outpatient visits. Rush offers various financial assistance programs to over 16,000 patients. In the 2011 U.S. News World Report Americas best hospitals issue, Rush programs ranked in 10 of 16 categories. For the past five years, the University Health System Consortium UHC ranked Rush among the top five centers in the nation in quality safety. Rush received nursing magnet status in 2002, 2006 was recertified in 2010.
4b (Code:   ) (Expenses $ 56,707,292 including grants of $ 5,280,099 ) (Revenue $ 52,171,284 )
Education-Rush University prepares the health care professionals of the future to provide the highest quality health care by using a unique multidisciplinary practitioner-teacher model for health sciences education research, while reflecting the diversity of our communities in its programs, faculty, students services. Rush has over 75 graduate medical education GME programs over 1,800 students. Each of the four colleges - Rush Medical College, the College of Nursing, the College of Health Sciences the Graduate College supports the research patient care endeavors of the Medical Center.
4c (Code:   ) (Expenses $ 137,921,523 including grants of $   ) (Revenue $ 106,579,741 )
Research-As an academic medical center, Rush is committed to advancing medical knowledge through research. Investigators at Rush are involved in more than 1,600 projects, including clinical studies to test the effectiveness safety of new therapies medical devices, as well as to expand scientific medical knowledge. Our research endeavors are dedicated to providing the very best care for our patients enhancing excellence in patient care for the diverse communities of the Chicago area now in the future.
4d Other program services. (Describe in Schedule O.)
(Expenses $ 38,755,675 including grants of $ 2,368,306 ) (Revenue $ 29,383,132 )
4e Total program service expensesMediumBullet$ 1,261,647,413
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. ..... Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
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 owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
1,094
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
6
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
9,996
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
92
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
67
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
Yes
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
Richard Casey
1700 West Van Buren Street Suite 15
Chicago,IL60612
(312) 942-8054
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Connie Busse Ashline
Trustee
 1.00 X           0 0 0
(2) Robert A Balk MD
Trustee
 40.00 X           323,683 0 42,400
(3) John M Boler
Trustee
 1.00 X           0 0 0
(4) Susan R Bottum
Trustee
 1.00 X           0 0 0
(5) John L Brennan
Trustee
 1.00 X           0 0 0
(6) Marca L Bristo
Trustee
 1.00 X           0 0 0
(7) Carole L Brown
Trustee
 1.00 X           0 0 0
(8) Peter C B Bynoe Esq
Trustee
 1.00 X           0 0 0
(9) Pastora San Juan Cafferty
Trustee
 1.00 X           0 0 0
(10) WH Clark
Trustee
 1.00 X           0 0 0
(11) E David Coolidge III
Trustee
 1.00 X           0 0 0
(12) Christopher M Crane
Trustee
 1.00 X           0 0 0
(13) Susan Crown
Trustee
 1.00 X           0 0 0
(14) Robert J Darnall
Trustee
 1.00 X           0 0 0
(15) Robert M Davis
Trustee
 1.00 X           0 0 0
(16) Howard M Dean
Trustee
 1.00 X           0 0 0
(17) Robert P DeCresce MD MBA MPH
Trustee
 40.00 X           82,190 0 22,227
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) James W DeYoung
Trustee
 1.00 X           0 0 0
(19) Catherine Dimou MD
Trustee
 40.00 X           234,941 0 36,834
(20) Thomas A Donahoe
Trustee
 1.00 X           0 0 0
(21) William A Downe
Trustee
 1.00 X           0 0 0
(22) Bruce W Duncan
Trustee
 1.00 X           0 0 0
(23) Christine A Edwards
Trustee
 1.00 X           0 0 0
(24) Charles L Evans PhD
Trustee
 1.00 X           0 0 0
(25) W James Farrell
Trustee
 1.00 X           0 0 0
(26) Margaret Faut-Callahan PhD CRNA
Trustee
 33.00 X           22,910 0 0
(27) Larry Field
Trustee
 1.00 X           0 0 0
(28) Robert F Finke
Trustee
 1.00 X           0 0 0
(29) Cyrus F Freidheim Jr
Trustee
 1.00 X           0 0 0
(30) William J Friend
Trustee
 1.00 X           0 0 0
(31) J Erik Fyrwald
Trustee
 1.00 X           0 0 0
(32) Jorge O Galante MD DMSc
Trustee
 1.00 X           0 0 0
(33) Ronald J Gidwitz
Trustee
 1.00 X           0 0 0
(34) H John Gilbertson
Trustee
 1.00 X           0 0 0
(35) Sue Ling Gin
Trustee
 1.00 X           0 0 0
(36) Richard W Gochnauer
Trustee
 1.00 X           0 0 0
(37) William M Goodyear
Trustee
 1.00 X           0 0 0
(38) Catherine B Grotelueschen MD
Trustee
 1.00 X           0 0 0
(39) Sandra P Guthman
Trustee
 1.00 X           0 0 0
(40) William J Hagenah
Trustee
 1.00 X           0 0 0
(41) Joan M Hall
Trustee
 1.00 X           0 0 0
(42) William K Hall
Trustee
 1.00 X           0 0 0
(43) Christie Hefner
Trustee
 1.00 X           0 0 0
(44) Robert L Heidrick
Trustee
 1.00 X           0 0 0
(45) Ronald M Hem
Trustee
 1.00 X           0 0 0
(46) Marcie B Hemmelstein
Trustee
 1.00 X           0 0 0
(47) Jay L Henderson
Trustee
 1.00 X           0 0 0
(48) Marvin J Herb
Trustee
 1.00 X           0 0 0
(49) John W Higgins
Trustee
 1.00 X           0 0 0
(50) Jerald W Hoekstra
Trustee
 1.00 X           0 0 0
(51) Ron Huberman
Trustee
 1.00 X           0 0 0
(52) Anthony D Ivankovich MD
Trustee
 20.00 X           62,317 0 7,923
(53) Richard M Jaffee
Trustee
 1.00 X           0 0 0
(54) Silas Keehn
Trustee
 1.00 X           0 0 0
(55) John P Keller
Trustee
 1.00 X           0 0 0
(56) Kip Kirkpatrick
Trustee
 1.00 X           0 0 0
(57) Fred A Krehbiel
Trustee
 1.00 X           0 0 0
(58) Sheldon Lavin
Trustee
 1.00 X           0 0 0
(59) Bishop Jeffrey D Lee
Trustee
 1.00 X           0 0 0
(60) Aylwin B Lewis
Trustee
 1.00 X           0 0 0
(61) Susan R Lichtenstein
Trustee
 1.00 X           0 0 0
(62) Donald G Lubin Esq
Trustee
 1.00 X           0 0 0
(63) John H McEachern Jr
Trustee
 1.00 X           0 0 0
(64) Andrew J McKenna Jr
Trustee
 1.00 X           0 0 0
(65) Mimi Mitchell
Trustee
 1.00 X           0 0 0
(66) Wayne L Moore
Trustee
 1.00 X           0 0 0
(67) Robert S Morrison
Trustee
 1.00 X           0 0 0
(68) Michael F O'Brien
Trustee
 1.00 X           0 0 0
(69) Michael J O'Connor
Trustee
 1.00 X           0 0 0
(70) Abby McCormick O'Neil
Trustee
 1.00 X           0 0 0
(71) William H Osborne
Trustee
 1.00 X           0 0 0
(72) Aurie A Pennick
Trustee
 1.00 X           0 0 0
(73) Sheila A Penrose
Trustee
 1.00 X           0 0 0
(74) Perry R Pero
Trustee
 1.00 X           0 0 0
(75) Consuelo Wilson Pierrepont
Trustee
 1.00 X           0 0 0
(76) Stephen N Potter
Trustee
 1.00 X           0 0 0
(77) Karen C Reid
Trustee
 1.00 X           0 0 0
(78) Angelique L Richard PhD RN
Trustee
 1.00 X           0 0 0
(79) Thomas E Richards
Trustee
 1.00 X           0 0 0
(80) John W Rogers Jr
Trustee
 1.00 X           0 0 0
(81) John J Sabl
Trustee
 1.00 X           0 0 0
(82) Jesse H Ruiz
Trustee
 1.00 X           0 0 0
(83) John M Sachs DDS
Trustee
 1.00 X           0 0 0
(84) John F Sandner
Trustee
 1.00 X           0 0 0
(85) Gloria Santona Esq
Trustee
 1.00 X           0 0 0
(86) Charles A Schrock
Trustee
 1.00 X           0 0 0
(87) Carole Browe Segal
Trustee
 1.00 X           0 0 0
(88) Alejandro Silva
Trustee
 1.00 X           0 0 0
(89) Harold Byron Smith Jr
Trustee
 1.00 X           0 0 0
(90) David B Speer
Trustee
 1.00 X           0 0 0
(91) Carl W Stern
Trustee
 1.00 X           0 0 0
(92) Richard L Thomas
Trustee
 1.00 X           0 0 0
(93) Charles A Tribbett III
Trustee
 1.00 X           0 0 0
(94) Karen B Weinstein MD
Trustee
 1.00 X           0 0 0
(95) John R Willis
Trustee
 1.00 X           0 0 0
(96) Thomas J Wilson
Trustee
 1.00 X           0 0 0
(97) John A Wing
Trustee
 1.00 X           0 0 0
(98) Robert A Wislow
Trustee
 1.00 X           0 0 0
(99) Barbara Jil Wu PhD
Trustee
 1.00 X           0 0 0
(100) David A Ansell MD
Vice President and Chief Medical Officer
 40.00     X       534,280 0 81,935
(101) Cynthia Barginere
V.P. Clinical Nursing Chief Nursing Officer
 000.00     X       0 0 0
(102) Charles E Behl
Vice President, Revenue Cycle
 40.00     X       323,728 0 64,970
(103) Max D Brown JD
V.P Legal Affairs General Counsel
 40.00     X       533,497 0 87,845
(104) Peter W Butler
President Chief Operating Officer
 40.00     X       1,006,083 0 318,393
(105) Paul M Carvey PhD
Dean, The Graduate College
 40.00     X       390,890 0 79,162
(106) J Robert Clapp Jr
Senior Vice President, Hospital Affairs
 40.00     X       633,474 0 142,106
(107) Richard Davis
Vice President, Medical Affairs
 40.00     X       288,036 0 61,614
(108) R Anthony Davis
Vice President, Finance
 40.00     X       327,174 0 47,862
(109) Thomas A Deutsch MD
Senior V.P. Dean, Rush Medical College
 40.00     X       767,994 0 259,385
(110) Paula Dillon
V.P. Clinical Nursing Chief Nursing Officer
 40.00     X       173,731 0 19,194
(111) Melanie C Dreher PhD RN
Dean, College of Nursing
 40.00     X       293,418 0 29,916
(112) Bruce M Elegant
Vice President, Hospital Operations
 40.00     X       364,403 0 89,365
(113) Brent Estes
V.P. Managed Care Programs Services
 40.00     X       368,396 0 51,114
(114) Larry J Goodman MD
Chief Executive Officer
 40.00 X   X       1,334,022 0 226,549
(115) Lois K Halstead PhD RN
Vice President, University Affairs
 40.00     X       363,346 0 69,430
(116) Bradley G Hinrichs
Admin. Vice President, Transformation
 40.00     X       304,739 0 21,777
(117) Catherine A Jacobson
Senior V.P Strategic Planning Finance
 40.00     X       427,168 0 33,143
(118) Joan E Kurtenbach
VP. Strategic Planning Marketing
 40.00     X       290,535 0 56,599
(119) Jane G Llewellyn PhD RN CNAA
V. P. Clinical Nursing CNO
 40.00     X       624,702 0 88,025
(120) John Lowenberg
Vice President, Philanthropy
 40.00     X       279,616 0 32,607
(121) Sheri L Marker
Vice President, Human Resources
 40.00     X       258,549 0 85,482
(122) Diane M McKeever
Senior Vice President, Philanthropy
 40.00     X       346,873 0 89,073
(123) Avery S Miller
Senior V.P. Corporate External Affairs
 40.00     X       976,822 0 248,136
(124) John Mordach
Senior Vice President, Finance CFO
 000.00     X       0 0 0
(125) Mike Mulroe
Vice President Hospital Operations
 40.00     X       237,553 0 47,652
(126) James L Mulshine MD
Vice President, Research
 40.00     X       398,636 0 74,228
(127) Jaime B Parent
Vice President, Information Technology
 40.00     X       317,198 0 61,113
(128) Terry Peterson
V. P., Corporate External Affairs
 40.00     X       270,191 0 42,980
(129) Mary Ellen Schopp
Senior Vice President Human Resources
 40.00     X       154,933 0 30,847
(130) David C Shelledy PhD
Dean, College of Health Sciences
 40.00     X       242,914 0 42,352
(131) Julio C Silva MD
Vice President Clinical Systems
 40.00     X       360,591 0 48,394
(132) Brian T Smith
V.P. Medical Affairs-Clinical Practice
 40.00     X       402,230 0 70,304
(133) Scott E Sonnenschein
Vice President, Hospital Operations
 40.00     X       324,398 0 54,411
(134) Lac Van Tran
Senior Vice President, Information Services
 40.00     X       470,300 0 101,901
(135) Mick P Zdeblick
Vice President Campus Transformation
 40.00     X       442,535 0 72,653
(136) Lorenzo Munoz MD
Physician
 40.00         X   916,104 0 37,398
(137) Harel Deutsch MD
Physician
 40.00         X   826,849 0 36,343
(138) Vincent C Traynelis MD
Physician
 40.00         X   742,758 0 31,919
(139) Michael Liptay MD
Physician
 40.00         X   737,434 0 42,568
(140) Richard Byrne MD
Physician
 40.00         X   734,831 0 40,253
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 19,516,972   3,228,382
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet898
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
PowerJacobs
259 E Erie
Chicago,IL60611 		Project Management 12,786,834
Burwood Group Incorporated
PO Box 95011
Palatine,IL60095 		Consulting 4,092,055
Crothall Healthcare
955 Chesterbrook Blvd
Wayne,PA19087 		Cleaning Maintenance 2,740,307
Tom Miller Investments LLC
200 Quality Way
Holly,MI48442 		Investment Manager 2,222,043
Anderson Rasor & Partners
55 E Monroe Street
Chicago,IL60603 		Legal Services 2,091,055
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet104
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 2,020,328
d Related organizations...1d  
e Government grants (contributions)1e 67,040,880
f All other contributions, gifts, grants, and
similar amounts not included above1f 		58,571,057
g Noncash contributions included in lines 1a-1f:$ 8,292,189
h Total. Add lines 1a-1f.......MediumBullet 127,632,265
Program Service Revenue Business Code
2a Patient Service 900,099 473,125,653 473,125,653    
b Physician Practices 900,099 199,614,693 199,614,693    
c Rush University Tuition 900,099 52,171,284 52,171,284    
d Research 900,099 106,579,741 106,579,741    
e Medicare/Medicaid Payments 900,099 401,418,773 401,418,773    
f All other program service revenue . 29,383,132 29,383,132    
g Total. Add lines 2a–2f........MediumBullet 1,262,293,276
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 52,081,932     52,081,932
4 Income from investment of tax-exempt bond proceeds..MediumBullet 394,893     394,893
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents 10,624,715  
b Less: rental expenses 12,433,566  
c Rental income or (loss) -1,808,851  
d Net rental income or (loss).......MediumBullet -1,808,851   1,094,715 -2,903,566
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 815,578,150 1,077,565
b Less: cost or other basis and sales expenses 790,664,915 914,687
c Gain or (loss) 24,913,235 162,878
d Net gain or (loss)..........MediumBullet 25,076,113     24,076,113
8a Gross income from fundraising events (not including
$ 2,020,328
of contributions reported on line 1c). See Part IV, line 18 ...
a 734,190
b Less: direct expenses ...b 822,772
c Net income or (loss) from fundraising events..MediumBullet -88,582   -88,582
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 30,702
b Less: direct expenses ...b 8,607
c Net income or (loss) from gaming activities...MediumBullet 22,095     22,095
10a Gross sales of inventory, less
returns and allowances .
a 32,441,098
b Less: cost of goods sold ..b 20,301,795
c Net income or (loss) from sales of inventory..MediumBullet 12,139,303     12,139,303
Miscellaneous Revenue Business Code
11a Reference Labs 621,500 174,167   174,167  
b Print Shop 323,100 50,301   50,301  
c Investment Partnerships 900,003 286,459   286,459  
d All other revenue .... 109,121   109,121  
e Total. Add lines 11a–11d ......MediumBullet 620,048
12 Total revenue. See Instructions....MediumBullet 1,478,362,492 1,262,293,276 1,714,763 85,722,188
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 193,873 193,873
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 7,454,532 7,454,532
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 22,887,224 4,652,006 17,799,272 435,946
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 575,302,194 560,626,052 11,135,684 3,540,458
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 44,158,510 41,481,939 2,384,970 291,601
9 Other employee benefits ....... 67,961,290 63,082,553 4,328,169 550,568
10 Payroll taxes ........... 37,805,753 36,119,175 1,436,928 249,650
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 2,168,212 564,728 1,603,484  
c Accounting ........... 654,354   654,354  
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 4,375,406   4,375,406  
g Other .......... 0      
12 Advertising and promotion .... 4,027,180 3,266,145 761,035  
13 Office expenses ....... 9,397,802 7,511,861 1,671,823 214,118
14 Information technology ...... 11,276,149 10,124,288 1,119,226 32,635
15 Royalties .. 0      
16 Occupancy ........... 27,335,272 22,810,552 4,084,714 440,006
17 Travel ............ 3,540,612 2,899,707 552,535 88,370
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 1,536,131 1,272,668 140,888 122,575
20 Interest ........... 15,018,251 15,018,251    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 69,963,003 69,022,201 940,802  
23 Insurance .............. 10,932,309 9,195,077 1,737,232  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a Bad Debt Expense 42,547,516 42,547,516    
b Equipment Rental 10,153,426 9,802,626 343,943 6,857
c Medicaid Provider Tax 26,306,496 26,306,496    
d Commissions 30,020,611 24,410,101 5,257,248 353,262
e Supplies 191,650,090 191,352,277 295,970 1,843
f All other expenses 112,696,244 111,932,789 696,097 67,358
25 Total functional expenses. Add lines 1 through 24f 1,329,362,440 1,261,647,413 61,319,780 6,395,247
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 155,642,097 1 127,797,026
2 Savings and temporary cash investments ....... 116,596,208 2 115,613,164
3 Pledges and grants receivable, net ......... 55,396,064 3 60,911,403
4 Accounts receivable, net ......... 199,173,569 4 192,360,429
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 16,748,884 8 15,343,575
9 Prepaid expenses and deferred charges ............ 15,180,316 9 11,691,016
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,976,450,870
b Less: accumulated depreciation. ..... 10b 789,273,082 1,002,879,414 10c 1,187,177,788
11 Investments—publicly traded securities .......... 751,713,183 11 735,509,000
12 Investments—other securities. See Part IV, line 11 ...... 166,959,000 12 111,506,817
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 18,503,425 15 25,636,839
16 Total assets. Add lines 1 through 15 (must equal line 34)... 2,498,792,160 16 2,583,547,057
Liabilities 17 Accounts payable and accrued expenses . 367,948,570 17 349,793,290
18 Grants payable .......... 22,460,907 18 21,209,535
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities .......... 529,752,102 20 522,328,612
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 473,774,279 23 346,978,413
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 113,717,292 25 61,612,165
26 Total liabilities. Add lines 17 through 25..... 1,507,653,150 26 1,301,922,015
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 478,888,198 27 710,640,758
28 Temporarily restricted net assets ..... 297,969,188 28 343,248,011
29 Permanently restricted net assets ..... 214,281,624 29 227,736,273
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 991,139,010 33 1,281,625,042
34 Total liabilities and net assets/fund balances ..... 2,498,792,160 34 2,583,547,057
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
1,478,362,492
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
1,329,362,440
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
149,000,052
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
991,139,010
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
141,485,980
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
1,281,625,042
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID: 10000149
Software Version: 2010.2.15
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
0 %
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
0 %
16
16
 
Section D. Computation of Investment Income Percentage
17
17
0 %
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID: 10000149
Software Version: 2010.2.15
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
Rush University Medical Center
 
Employer identification number

36-2174823
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
Rush University Medical Center
  		Employer identification number

36-2174823
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
Rush University Medical Center
  		Employer identification number

36-2174823
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
Rush University Medical Center
  		Employer identification number

36-2174823
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID: 10000149
Software Version: 2010.2.15
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
969,528
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
No
 
j
Total. lines 1c through 1i ...................................
969,528
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID: 10000149
Software Version: 2010.2.15

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 380,542,000 350,852,000 415,553,000
b Contributions ........ 9,238,740 8,853,000 1,282,000
c Investment earnings or losses ... 65,348,174 34,538,000 -45,493,000
d Grants or scholarships ..... 428,631 360,433 556,526
e Other expenditures for facilities
and programs ........ 		14,725,939 11,653,992 17,994,356
f Administrative expenses ....   1,686,575 1,939,118
g End of year balance ...... 439,974,344 380,542,000 350,852,000
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet1.000 %
b
Permanent endowment: SchDMd Bullet52.000 %
c
Term endowment: SchDMd Bullet47.000 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   17,190,156 17,190,156
b Buildings ................   1,577,106,138 551,085,109 1,026,021,029
c Leasehold improvements ............        
d Equipment ................   382,154,576 238,187,973 143,966,603
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 1,187,177,788
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
Swap Valuation 14,505,424
Pension Liabilities 38,500,673
IMD Loan 1,742,083
Joint Venture Liabilities 4,050,474
Securities Lending Liabilities 1,952,926
Annuities-Philanthropy 860,585
Other  


Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 61,612,165
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
X 2 -- Audited financial statements do not include a FIN 48 footnote.
V 4 --The endowments are used to fund professorships 41, research 14, free care 9, student financial aid 8, education 9, scholarships and fellowships 6 and other programs 13.
Schedule D (Form 990) 2010

Additional Data


Software ID: 10000149
Software Version: 2010.2.15




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Central America and the Caribbean     Program Services Charitable Health Care 24,259
Central America and the Caribbean     Program Services Self Insurance 4,075,000
East Asia and the Pacific     Program Services Charitable Health Care 70,182
Europe     Program Services Charitable Health Care 626,846
Middle East and North Africa     Program Services Charitable Health Care 81,950
North America     Program Services Charitable Health Care 711,857
South America     Program Services Charitable Health Care 18,364
South Asia     Program Services Charitable Health Care 15,148
Central America and the Caribbean     Investments   8,473,000
           
           
           
           
           
           
           
           
3a Sub-total .....     14,096,606
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     14,096,606
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID: 10000149
Software Version: 2010.2.15



SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

Rush Neurobehavioral Gala
(event type) 		(b) Event #2

Womens Board Fashion Show
(event type) 		(c) Other Events

6
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 1,257,556 750,142 746,820 2,754,518
2 Less: Charitable
contributions . . . 		1,215,096 358,872 446,360 2,020,328
3 Gross income (line 1
minus line 2) . . . 		42,460 391,270 300,460 734,190
VerticalDirectExpenses 4 Cash prizes . . . 1,023 5,000   6,023
5 Non-cash prizes . .     500 500
6 Rent/facility costs . . 30,500 81,195 87,246 198,941
7 Food and beverages . .   133,648 188,920 322,568
8 Entertainment . . . 325 9,780 40,348 50,453
9 Other direct expenses . 30,756 153,709 59,822 244,287
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 822,772
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -88,582
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .     30,702 30,702
VerticalDirectExpenses 2 Cash prizes . . . .     5,000 5,000
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .     3,607 3,607
6 Volunteer labor . . .
 
 
100.000 %
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow 8,607
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow 22,095
9
Enter the state(s) in which the organization operates gaming activities: IL
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
100.000 %
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Susan Barrett
Address right arrow
2274 N Hazeltime Drive
Vernon Hills,IL60061
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Sarah Sliva
Gaming manager compensation right arrow $  
Description of services provided right arrow
Record Keeping and Bank Deposit
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID: 10000149
Software Version: 2010.2.15
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) .. 		    19,043,702   19,043,702 1.620 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) . 		    205,375,832 159,778,598 45,597,234 3.890 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....            
dTotal Charity Care and
Means-Tested Government Programs ..... 		    224,419,534 159,778,598 64,640,936 5.510 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		  39,813 9,759,344 6,470,109 3,289,235 0.280 %
f Health professions education
(from Worksheet 5) .. 		    118,026,047 72,144,983 45,881,064 3.910 %
g Subsidized health services
(from Worksheet 6) .. 		    91,980,743 84,840,066 7,140,677 0.610 %
h Research (from Worksheet 7)     124,341,929 30,010,275 94,331,654 8.040 %
i Cash and in-kind contributions
to community groups
(from Worksheet 8) .. 		    193,823   193,823 0.020 %
jTotal Other Benefits ...   39,813 344,301,886 193,465,433 150,836,453 12.860 %
kTotal. Add lines 7d and 7j. ..   39,813 568,721,420 353,244,031 215,477,389 18.370 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense (at cost).....
2
12,323,981
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
 
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
242,692,971
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
228,373,384
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
14,319,587
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1Circle Imaging
  		Healthcare 71.000 %    
2Oak Park Imaging
  		Healthcare 60.000 %    
3Rush Surgicenter
  		Healthcare 53.000 %   42.000 %
4Rush Health
  		Healthcare Administration 50.000 %   50.000 %
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?1
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 Rush University Medical Center
1653 W Congress Parkway
Chicago,IL60612 		X X X X X X X    
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):  

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?  
Name and address Type of Facility (Describe)
1
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
Part I line 3c   Rush uses the Federal Poverty Guidelines to determine eligibility for providing free care and discounted care to low income individuals. In keeping with Rush University Medical Centers Mission to provide comprehensive, coordinated health care services to our patients, Rush offers several financial assistance programs to help patients with their hospital bill. To assist the patient in deciding which is the right program for them, Rush offers the services of Financial Counselors and Billing Customer Service Representatives. These individuals will assist patients in completion of financial application forms, obtaining an estimated cost of anticipated hospital services, providing an explanation and copy of their hospital bill, and notary services.
Part I line 3c   During FY2011, Rush provided 124 million in unreimbursed care to its patients. Unreimbursed care consists of charity care provided to patients who lack the means to pay for services at cost, bad debt at expected payment, not charges, and unreimbursed costs for Medicaid and Medicare services. Rush recognizes the need to simplify charity policies and to expand assistance to the growing population of uninsured and underinsured individuals. To assist patients in their hospital bill, Rush offers the following financial assistance programs
Part I line 3c   Paid in Full Charity Care Patients qualify for the Rush Charity Care program if their income level is at or below 300 percent of the federal poverty level. That means that individuals qualify if they earn less than 66,050 and are supporting a family of four. These patients are eligible for a full write-off of their bill.
Part I line 3c   Discounts for Limited Income Rush assists families with limited incomes, defined as annual income less than 400 percent of the federal poverty level FPL, who are eligible for a write-off of up to 70 percent of the bill.
Part I line 3c   Discounts for Self-Pay Patients Rush offers an automatic 65 percent discount for residents of Illinois who do not have a health insurance plan. Non Illinois residents who do not have health insurance automatically qualify for a 50 percent discount. For patients who cannot pay their portion of the bill at the time of service, financial counselors work closely with them to set up monthly installment payment plans with no interest at an amount with which the patient is comfortable.
Part I line 3c   State and Federal Programs Financial counselors work with patients and alert them if they qualify for one of a handful of state and federal programs such as the states Medical Assistance Non-Grant program or the Social Security Disability program. Because the paperwork required for these programs can be overwhelming, Rush has specialists onsite who assist patients with the application process. Through these efforts, we have qualified individuals for a social security disability who are not age 65, while at the same time ensuring payment for their hospital bill.
Part I line 3c   Payment plans Rush maintained a patient-eligibility service throughout FY 2011 at a cost of 408,000. This service focuses on providing patients who arrive at Rush without insurance with the coverage they are entitled to under various federal and state programs. In addition to achieving insurance coverage for these patients medical bills, this service obtains eligibility for SSI or SSA benefits, which assist patients beyond their hospital stay. During FY 2011, Rush provided discounts to uninsured patients of 24,221,105. These discounts are not included in Schedule H. Rush currently does not test assets.
Part I line 6a   The Community Benefit Report for RUMC is a separate report prepared by Rush. Rush prepares and files the Annual Non-Profit Community Benefit Plan Report with the Attorney Generals Office of the State of Illinois which includes Rush University Medical Center and Rush Oak Park Hospital. For the purpose of Schedule H, only financial information for Rush University Medical Center is reported. There is no data included for Rush Oak Park Hospital.
Part I line 7g   Rush has included subsidized costs attributable to physician clinics totaling 64,094,066.
Part I line 7 column f   Total expenses reported on Form 990, Part IX, line 25, column A include bad debt expense. However, for the purposes of Schedule H this expense has been removed from the denominator when calculating the percent of total expense considered the net community benefit expense and reported on Part I, Line 7, column f. The amount of bad debt expense excluded from this percentage calculation is 42,574,516.
Part I line 7   The calculation of the ratio of patient cost to charges was based on Rushs filed Medicare Cost Report and follows the format based on Worksheet 2 of the Instructions to Schedule H. Medicare revenues and costs were extracted from the FY11 As-Filed Medicare Cost report.
Part III line 4   The cost for the total bad debt provision of 42,574,516 was calculated using the cost to charge ratio described above. Rush does not have a footnote in the financial statements that describes bad debt expense. However, Rush provides a significant amount of uncompensated care to uninsured and underinsured patients, which is reported as provision for bad debts. During FY11, Rushs reported provision for bad debts was a total of 42,574,516. The Rush provision combined with the Rush University Medical Group RUMG provision of 7,711,903 equates to 12,323,981 at cost based on an overall cost to charge ratio.
Part III line 4   Rush does not include discounts and payments in bad debt expense in the financial statements. Any payments received after an account has been written off to bad debt is considered a recovery and classified as such. Recoveries are classified as a decrease to bad debt expense.
Part III line 8   The calculation of the ratio of patient cost to charges was calculated utilizing Rushs 2011 As-Filed Medicare Cost Report and follows the format based on Worksheet 2 of the Instructions to Schedule H. Medicare revenues and costs were extracted from the FY11 As-Filed Medicare Cost report. There is no reported Medicare shortfall.
Part III line 9b   In keeping with Rush University Medical Centers Mission to provide comprehensive, coordinated health care services to our patients, Rush offers several financial assistance programs to help patients with their hospital bill. If Rush is aware that a patient qualifies for financial assistance, these accounts will not be referred to a collection agency. It is the policy of RUMC to offer patients a payment plan and/or charity assistance when it becomes known that a patient needs financial assistance. RUMC works with patients to help determine if there are any third party payers which may be available to help the patient meet their obligations. RUMC works with patients to determine if they qualify for one of a handful of state and federal programs such as the states Medical Assistance Program or the Social Security Disability program and RUMC has specialists on site who assist patients with the application process.
Part III line 9b   In the discussion of the Medical Centers provision of charity care to our patient population there are several factors which must be considered in addition to the charity care number provided for purposes of Schedule H to obtain a full understanding of the breadth of charity provided by Rush. These factors are outlined as follows
Part III line 9b   Through utilization of a patient eligibility service the Medical Center is extremely proactive in enrolling patients who arrive at Rush without insurance coverage into various state and federal programs that provide health insurance coverage. The maintenance of this service for our patients has a significant impact on decreasing the amount of charity care provided. In addition to achieving appropriate, available coverage for our patients medical services, this eligibility service also obtains eligibility for SSI or SSA benefits for applicable patients. Guiding the patient through this often time consuming and arduous process is extremely beneficial to the patient, as once SSI/SSA eligibility is approved, the patient will begin receiving a monthly assistance check that provides a benefit well beyond their health care at Rush.
Part III line 9b   Due to the process that Rush and other hospitals must facilitate to prove a patients eligibility for discounted or free care, the precise amount of charity care often can be indistinguishable from other categories of uncompensated care. Without the cooperation of the patient in providing appropriate documentation, Rush cannot correctly distinguish patients who meet the defined charity care policies and appropriately categorize those individuals as charity care write-offs. Instead, these patient cases are frequently classified as bad debt write-offs due to a lack of support information. This creates a reported charity care amount that is not representative of the true amount of free care provided to low income and indigent patients.
Part VI Line 2   Building on a long tradition of commitment to its diverse communities and neighbors, Rush recognizes the immense needs of its core service areas. With ongoing community service programs throughout Chicago, Rush will focus its patient care, research, education and workforce development outreach efforts on three community areas - East Garfield Park, Near Westside and West Town. This will be the starting point in an incremental approach to community benefits planning. Over time, the focus will expand to the larger West Side of Chicago and to the broader Chicago Metropolitan Area.
Part VI Line 2   The Community Benefits Plan developed and implemented by Rush focuses on applying our strengths and available resources to programs that improve and promote the physical, educational and economic health of our communities. To more thoroughly assess and understand the health and wellness needs of the communities we serve and align our outreach efforts within our patient care areas, Rush continued to participate in the Metropolitan Chicago Healthcare Councils MCHC Community Needs Assessment Program during FY 2011. The expectation of community health needs assessments for measuring the impact of hospitals outreach efforts continues to grow and Rush remains committed to collaborations that help to identify and address those needs in the communities we serve.
Part VI Line 3   Through utilization of a patient eligibility service the Medical Center is extremely proactive in enrolling patients, who present for service without insurance coverage, for coverage under various state and federal programs. The maintenance of this service for our patients has a significant impact on decreasing the amount of charity care provided. In addition to achieving appropriate, available coverage for our patients medical services, this eligibility service also obtains eligibility for SSI or SSA benefits for applicable patients. Guiding the patient through this often time-consuming and arduous process is extremely beneficial to the patient, as once SSI/SSA eligibility is approved, the patient will begin receiving a monthly assistance check which provides a benefit well beyond their health care at Rush.
Part VI Line 3   To assist the patient in deciding which is the right program for them, Rush offers the services of Financial Counselors and Billing Customer Service Representatives. These individuals will assist patients in completion of financial application forms, obtaining an estimated cost of anticipated hospital services, providing an explanation and copy of their hospital bill, and notary services.
Part VI Line 4   Building on a long tradition of commitment to its diverse communities and neighbors, Rush recognizes the immense needs of its core service areas. With ongoing community service programs throughout Chicago, Rush will focus its patient care, research, education and workforce development outreach efforts on three community areas - East Garfield Park, Near Westside and West Town. This will be the starting point. Over time, the focus will expand to the larger West Side of Chicago and to the broader Chicago Metropolitan Area. As an academic medical center, Rush performs many community benefit activities in neighborhoods within and surrounding the Illinois Medical District IMD and throughout Chicago. For the purposes of this plan and future planning initiatives, Rush defines its community using the recognized Chicago Community Areas of West Town, East Garfield Park and Near West Side. These geographical areas encompass the location of the Medical Center in addition to the locations of clinics that are the sites for a significant number of community benefit projects.
Part VI Line 4   Despite these boundaries, Rush does not plan to discontinue those activities currently undertaken outside the aforementioned community areas. For example, the Science and Math Excellence SAME Network supports educational efforts in Chicago Public Schools across the City in more than 40 schools. In addition, Rushs financial assistance policies apply to all Rush patients in the State of Illinois.
Part VI Line 5   Many of the community benefits activities implemented by Rush University Medical Center address the Chicago Department of Public Healths strategic priorities. While Rushs McCormick Center for Advanced Emergency Response continues to contribute to strategic priority 4, numerous Rush outreach programs are aligned with strategic priorities 1, 2 and 3 including the Clinic at Franciscan House of Mary Joseph, the Community Health Clinic, the Health Educators/ASAP program, Marahs Place, Red Ribbon Friends, the Maternal Advocates Program, and the Rush Adolescent Family Center. Following a community needs assessment in FY 2008, a formal planning process was initiated in FY 2009 to ensure that future community benefits efforts aligned with the needs of the community.
Part VI Line 5   The Community Benefits Plan developed and implemented at Rush focuses on applying our strengths and available resources to programs that improve and promote the physical, educational and economic health of our communities. To further that effort, Rush continues to participate in the Metropolitan Chicago Healthcare Councils MCHC Community Needs Assessment Program and remains committed to collaborations that help identify and address those needs in the communities we serve.
Part VI Line 5   The Community Benefits Plan developed and implemented by Rush focuses on applying our strengths and available resources to programs that improve and promote the physical, educational and economic health of our communities. To more thoroughly assess and understand the health and wellness needs of the communities we serve and align our outreach efforts within our patient care areas, Rush continued to participate in the Metropolitan Chicago Healthcare Councils MCHC Community Needs Assessment Program during FY 2011. The expectation of community health needs assessments for measuring the impact of hospitals outreach efforts continues to grow and Rush remains committed to collaborations that help to identify and address those needs in the communities we serve. As an academic medical center, Rush performs many community benefit activities in neighborhoods within and surrounding the Illinois Medical District IMD and throughout Chicago.
Part VI Line 5   Despite these boundaries, Rush does not plan to discontinue those activities currently undertaken outside the aforementioned community areas. For example, the Science and Math Excellence SAME Network supports educational efforts in Chicago Public Schools across the City in more than 40 schools. In addition, Rushs financial assistance policies apply to all Rush patients in the State of Illinois.
Part VI Line 6   Rush University Medical Center also collaborates with various other community partners to provide not only patient care, but also learning and community health opportunities for residents. Some of those activities include partnerships with the John H. Stroger, Jr. Hospital of Cook County, the Chicago Public School system, Chicago Department of Family and Support Services, American Red Cross, United Way, Chicago Department of Public Health, Chicago Bulls, and Malcolm X College one of the City Colleges of Chicago.
Part VI Line 6   The governing body of Rush is comprised of persons who reside in the eight county metropolitan area that is served by Rush. Rush works as a closed system regarding medical staff privileges. Rush recruits all physicians and a physician must be a faculty member to be on the medical staff to have privileges. As a not-for-profit academic medical center, any excess funds earned by Rush are used to support our mission of providing excellent patient care, medical education, research and community support.
Part VI Line 6   Rush University Medical Center has an affiliation with Rush Oak Park Hospital. Rush Oak Park Hospital ROPH is a Catholic community hospital consisting of 296 beds located in Oak Park, Illinois and affiliated with Rush University Medical Center in Chicago, IL and Wheaton Franciscan Healthcare, Inc., in Wheaton, IL. The affiliation between Rush University Medical Center RUMC and Rush Oak Park Hospital provides patients with access to advanced medical treatments without having to leave their neighborhoods. ROPH is committed to balancing clinical excellence with compassionate care and greater community outreach programs in order to provide a lifetime of care for individuals and their entire family. For the purposes of Schedule H, only financial information for Rush University Medical Center is reported. There is no data included for Rush Oak Park Hospital.
Part VI Line 6   The Community Benefit Report for RUMC is a separate report prepared by Rush. Rush prepares and files the Annual Non-Profit Community Benefit Plan Report with the Attorney Generals Office of the State of Illinois which includes Rush University Medical Center and Rush Oak Park Hospital.
Part VI Line 7   Part VI Line 7, IL
Schedule H (Form 990) 2010
Additional Data


Software ID: 10000149
Software Version: 2010.2.15
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number
36-2174823
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) American Cancer Society - Cancer Action Network225 N Michigan Avenue
Chicago,IL60601 		52-2340031 501c3 15,000   Book   General Support
(2) American Heart Association208 S LaSalle St 900
Chicago,IL60604 		13-5613797 501c3 15,000   Book   General Support
(3) Access Living115 W Chicago Ave
Chicago,IL60610 		36-3310774 501c3 13,000   Book   General Support
(4) Chicago Foundation for Education205 W Wacker Drive
Chicago,IL60606 		36-3429023 501c3 10,000   Book   General Support
(5) March of Dimes111 W Jackson 22nd floor
Chicago,IL60604 		36-2169156 501c3 10,000   Book   General Support
(6) Bears Care1000 Football Drive
Lake Forest,IL60045 		20-3902715 501c3 9,500   Book   General Support
(7) National Association of Health Service ExecutivesPO Box 11873
Chicago,IL60611 		62-1312239 501c3 5,600   Book   General Support
(8) Malcolm X College1900 W Van Buren Street
Chicago,IL60612 		36-2606236 501c3   35,873 FMV Lab Equipment General Support








2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
8
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) Scholarships to attend Rush University Medical Center 921 7,454,532   FMV  













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
I 2 -- Rush provides grants and assistance to organizations that are recognized public charities and to individuals primarily associated with the medical field. Rush maintains contact with the grantees through the performance of its exempt purpose.
Schedule I (Form 990) 2010


Additional Data


Software ID: 10000149
Software Version: 2010.2.15


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
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 in 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 in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all 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
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in 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
 
No
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
 
No
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) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in 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," to line 5a or 5b, describe in Part III.
6
For persons listed in 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," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in 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) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Robert A Balk MD (i)
(ii)		 297,719
  		25,964
  		 
  		22,050
  		20,350
  		366,083
  		 
 
(2) Catherine Dimou MD (i)
(ii)		 203,994
  		30,947
  		 
  		17,150
  		19,684
  		271,775
  		 
 
(3) David A Ansell MD (i)
(ii)		 406,565
  		99,733
  		27,983
  		81,204
  		731
  		616,216
  		 
 
(4) Charles E Behl (i)
(ii)		 246,060
  		62,444
  		15,223
  		48,152
  		16,818
  		388,697
  		 
 
(5) Max D Brown JD (i)
(ii)		 352,382
  		81,482
  		99,633
  		74,252
  		13,593
  		621,342
  		 
 
(6) Peter W Butler (i)
(ii)		 671,003
  		283,803
  		51,277
  		301,230
  		17,163
  		1,324,476
  		 
 
(7) Paul M Carvey PhD (i)
(ii)		 294,816
  		67,172
  		28,902
  		57,554
  		21,608
  		470,052
  		 
 
(8) J Robert Clapp Jr (i)
(ii)		 442,389
  		173,663
  		17,421
  		117,450
  		24,656
  		775,579
  		 
 
(9) Richard Davis (i)
(ii)		 223,570
  		57,307
  		7,160
  		35,326
  		26,288
  		349,651
  		 
 
(10) R Anthony Davis (i)
(ii)		 249,266
  		62,249
  		15,660
  		35,295
  		12,567
  		375,037
  		 
 
(11) Thomas A Deutsch MD (i)
(ii)		 524,593
  		213,975
  		29,426
  		232,790
  		26,595
  		1,027,379
  		 
 
(12) Paula Dillon (i)
(ii)		 150,301
  		23,430
  		 
  		10,679
  		8,515
  		192,925
  		 
 
(13) Melanie C Dreher PhD RN (i)
(ii)		 237,496
  		55,922
  		 
  		19,600
  		10,316
  		323,334
  		 
 
(14) Bruce M Elegant (i)
(ii)		 275,330
  		67,648
  		21,424
  		66,041
  		23,324
  		453,767
  		 
 
(15) Brent Estes (i)
(ii)		 287,349
  		75,416
  		5,631
  		31,981
  		19,133
  		419,510
  		 
 
(16) Larry J Goodman MD (i)
(ii)		 848,080
  		416,810
  		69,132
  		204,941
  		21,608
  		1,560,571
  		 
 
(17) Lois K Halstead PhD RN (i)
(ii)		 164,744
  		32,080
  		166,522
  		59,353
  		10,077
  		432,776
  		 
 
(18) Bradley G Hinrichs (i)
(ii)		 222,625
  		47,087
  		35,027
  		14,700
  		7,077
  		326,516
  		 
 
(19) Catherine A Jacobson (i)
(ii)		 419,029
  		 
  		8,139
  		17,150
  		15,993
  		460,311
  		 
 
(20) Joan E Kurtenbach (i)
(ii)		 226,028
  		56,868
  		7,639
  		35,574
  		21,025
  		347,134
  		 
 
(21) Jane G Llewellyn PhD RN CNAA (i)
(ii)		 264,291
  		51,998
  		308,413
  		79,260
  		8,765
  		712,727
  		 
 
(22) John Lowenberg (i)
(ii)		 220,797
  		50,958
  		7,861
  		31,876
  		731
  		312,223
  		 
 
(23) Sheri L Marker (i)
(ii)		 207,611
  		38,314
  		12,624
  		76,610
  		8,872
  		344,031
  		 
 
(24) Diane M McKeever (i)
(ii)		 264,414
  		71,782
  		10,677
  		72,880
  		16,193
  		435,946
  		 
 
(25) Avery S Miller (i)
(ii)		 481,297
  		194,585
  		300,940
  		233,595
  		14,541
  		1,224,958
  		 
 
(26) Mike Mulroe (i)
(ii)		 201,714
  		34,531
  		1,308
  		21,109
  		26,543
  		285,205
  		 
 
(27) James L Mulshine MD (i)
(ii)		 323,829
  		51,344
  		23,463
  		51,125
  		23,103
  		472,864
  		 
 
(28) Jaime B Parent (i)
(ii)		 245,235
  		56,188
  		15,775
  		39,420
  		21,693
  		378,311
  		 
 
(29) Terry Peterson (i)
(ii)		 222,541
  		38,169
  		9,481
  		35,811
  		7,169
  		313,171
  		 
 
(30) Mary Ellen Schopp (i)
(ii)		 147,933
  		7,000
  		 
  		21,608
  		9,239
  		185,780
  		 
 
(31) David C Shelledy PhD (i)
(ii)		 178,210
  		45,000
  		19,704
  		27,719
  		14,633
  		285,266
  		 
 
(32) Julio C Silva MD (i)
(ii)		 304,088
  		55,939
  		564
  		26,883
  		21,511
  		408,985
  		 
 
(33) Brian T Smith (i)
(ii)		 315,546
  		79,080
  		7,604
  		46,446
  		23,858
  		472,534
  		 
 
(34) Scott E Sonnenschein (i)
(ii)		 255,302
  		62,031
  		7,065
  		32,839
  		21,572
  		378,809
  		 
 
(35) Lac Van Tran (i)
(ii)		 347,196
  		92,065
  		31,039
  		93,472
  		8,429
  		572,201
  		 
 
(36) Mick P Zdeblick (i)
(ii)		 318,545
  		114,782
  		9,208
  		51,045
  		21,608
  		515,188
  		 
 
(37) Lorenzo Munoz MD (i)
(ii)		 566,266
  		189,338
  		160,500
  		14,700
  		22,698
  		953,502
  		 
 
(38) Harel Deutsch MD (i)
(ii)		 667,434
  		159,415
  		 
  		13,475
  		22,868
  		863,192
  		 
 
(39) Vincent C Traynelis MD (i)
(ii)		 645,258
  		97,500
  		 
  		17,150
  		14,769
  		774,677
  		 
 
(40) Michael Liptay MD (i)
(ii)		 587,434
  		150,000
  		 
  		14,700
  		27,868
  		780,002
  		 
 
(41) Richard Byrne MD (i)
(ii)		 665,095
  		69,736
  		 
  		17,150
  		23,103
  		775,084
  		 
 
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
I 1A - Housing allowance or residence for personal use - Rush owns the Sessions house which is used by the President CEO for Rush business activities. Occasionally there is incidental personal use, the value of which is included in compensation.
I 1A - Health or social club dues or initiation fees - membership is maintained for the Senior Vice President of Philanthropy Chief Development Officer at the University Club, the President CEO at the Chicago Club, and the Vice President of Government Affairs at the Executive Club. All memberships are used for Rush fundraising and/or business activities.
I 4B - Rush offers a supplemental employee retirement plan to all employees who participate in the executive benefits program and whose compensation exceeds the IRS allowable limit for a qualified pension plan. The amount accrued in 2010 was included in income in Schedule J for the following individuals David A. Ansell, MD-64,054, Charles E. Behl-28,552, Max D. Brown, JD-59,552, Peter W. Butler-281,630, Paul M. Carvey, PhD-35,504, J. Robert Clapp, Jr.-100,300, Richard Davis-15,726, R. Anthony Davis-15,695, Thomas A. Deutsch, MD-210,740, Bruce M. Elegant-46,441, Brent Estes-17,281, Larry J. Goodman, MD-190,241, Lois K. Halstead, PhD, RN-44,653, Joan E. Kurtenbach-20,874, Jane G. Llewellyn, PhD, RN, CNAA-64,560, John Lowenberg-15,726, Sheri L. Marker-54,560, Diane M. McKeever-50,830, Avery S. Miller-218,895, Mike Mulroe-4,309, James L. Mulshine, MD-33,975, Jaime B. Parent-27,170, Terry Peterson-21,111, Mary Ellen Schopp-14,258, David C. Shelledy, PhD-11,428, Julio C. Silva, MD-9,733, Brian T. Smith-32,971, Scott E. Sonnenschein-15,689, Lac Van Tran-73,872, Mick P. Zdeblick-36,345
I 7 - Incentive payments are based upon a formula. The amounts are calculated after certain performance and operating goals are achieved. The plan provides limited discretionary parameters if needed.
Schedule J (Form 990) 2010

Additional Data


Software ID: 10000149
Software Version: 2010.2.15
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number
36-2174823
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A Illinois Finance Authority
  		86-1091967 45200FYR4 07-29-2009 171,668,452 Series 2009C see Sch O   X   X   X
B Illinois Finance Authority
  		86-1091967 45200FTX7 02-10-2009 171,147,519 Series 2009A see Sch O   X   X   X
C Illinois Finance Authority
  		86-1091967 45200FSEO 12-09-2008 50,000,000 Series 2008A Variable see Sch O   X   X   X
D Illinois Finance Authority
  		86-1091967 45200FHN2 05-28-2008 63,506,719 Series 2006B see Sch O   X   X X  
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . .        
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 172,282,443      
4 Gross proceeds in reserve funds . . 16,636,928      
5 Capitalized interest from proceeds. 1,227,141      
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . . 2,547,812      
8 Credit enhancement from proceeds.        
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 151,870,563      
11 Other spent proceeds . .        
12 Other unspent proceeds. . .        
13 Year of substantial completion . . . 2012
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X            
15 Were the bonds issued as part of an advance refunding issue?   X            
16 Has the final allocation of proceeds been made? . .   X            
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X              
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X   X   X      
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X      
b Are there any research agreements that may result in private business use of bond-financed property? . . X   X   X      
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0.001 % 2.630 % 0.001 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0.001 % 0.020 % 0.001 %  
6 Total of lines 4 and 5 . . .. . . . . . 0.002 % 2.650 % 0.002 %  
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue?   X   X X     X
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X   X X     X
b Name of provider . Morgan Stanley&Citibank
  		 
  		Morgan Stanley&Citibank
  		 
 
c Term of hedge . . 0000000027.300000000000   0000000027.300000000000  
d Was the hedge superintegrated? .   X       X    
e Was a hedge terminated? .   X       X    
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . . X   X   X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K (Form 990) 2010

Additional Data


Software ID: 10000149
Software Version: 2010.2.15

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
(1) Jacqueline Elegant Daughter of Bruce Elegant Received 13,000 tuition waiver
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) 3M
  		W. James Farrell Robert S. Morrison on BOD 297,275 Sale of Goods   No
(2) Abbott Labs
  		W. James Farrell on BOD 2,457,251 Sale of Goods   No
(3) Amerisource Bergen Corporation
  		Richard W. Gochnauer on BOD 13,492,088 Services   No
(4) Aon Risk Management
  		Michael F. OBrien is an Officer 1,143,037 Insurance   No
(5) Baxter International
  		Robert M. Davis is CFO 8,833,543 Sale of Goods   No
(6) CDW
  		Thomas E. Richards is President COO 2,169,195 Services   No
(7) Commonwealth Edison
  		Jesse H. Ruiz Richard L. Thomas on BOD 778,122 Services   No
(8) Exelon Corp
  		Christopher M. Crane is President CEO 8,605,709 Services   No
(9) Exelon Corp (Continued)
  		Sue Ling Gin John W. Rogers Jr. on BOD 8,605,709 Services   No
(10) Laurus Strategies
  		Susan R. Bottum 250,568 Services   No
(11) Navigant Consulting Inc
  		William M. Goodyear on BOD 117,618 Services   No
(12) Northern Trust Global Investments
  		Stephen N. Potter is President 818,403 Services   No
(13) Peoples Gas Light & Coke
  		Charles Schrock is President of Integrys, the holding Company 863,252 Services   No
(14) Stericycle
  		William K. Hall on BOD 298,504 Services   No
(15) The Northern Trust Co
  		Susan Crown on BOD 772,451 Services   No
(16) The Northern Trust Co (Continued)
  		Stephen N. Potter is CEO 772,451 Services   No
(17) The Northern Trust Co (Continued)
  		Harold Byron Smith Jr. on BOD 772,451 Services   No
(18) The Northern Trust Co (Continued)
  		Charles A. Tribbett III on BOD 772,451 Services   No
(19) University Anesthesiologists
  		Anthony D. Ivankovich, MD is a Partner 426,360 Services   No
(20) University Pathologists PC
  		Robert P. DeCresce, MD is an owner 883,719 Services   No
(21) VWR International
  		Robert P. DeCresce, MD on BOD 380,640 Services   No
(22) W W Grainger
  		Harold Byron Smith Jr. William K. Hall on BOD 233,599 Sale of Goods   No
(23) Waste Mgmt Inc
  		Pastora San Juan Cafferty on BOD 137,482 Services   No
(24) William Blair & Company LLC
  		E. David Coolidge III on BOD John L Brennen is an Officer 176,528 Services   No
(25) Rebecca Deutsch Dr. Thomas Deutschs Daughter 10,728 Employee   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID: 10000149
Software Version: 2010.2.15




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 61 8,286,589 Fair Market Value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Scientific Equipment ) X 1 5,600 Sale of Comparables
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
I 32b -- State Street Global Advisors manages our charitable gift annuities and our pooled income funds and, in so doing, may process or sell noncash contributions. The organization uses the Northern Trust Company to accept into our account, then process and sell noncash contributions.
Schedule M (Form 990) 2010
Additional Data


Software ID: 10000149
Software Version: 2010.2.15
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Identifier Return Reference Explanation
Form 990 Part I 1 -- Rush provides a full range of medical services to the community, including an emergency department that is never closed and is open to anyone regardless of their ability to pay. In addition, Rush is committed, through Rush Medical College and College of Nursing, to provide programs to educate and train the health care workforce of the future. Rush is also a thriving center for basic and clinical research.
Form 990 Part III 4D -- Other program services - Rush provides various services for the benefit of its patients visitors such as parking food service. Rush sponsors a number of programs in the community focused on improving health, expanding education in health-related careers, community-based research to reduce health disparities initiatives to provide economic development job creation. Rush programs impacted tens of thousands of lives in FY11.
Form 990 Part VI 1A --The Executive Committee, between meetings of the trustees, shall have and exercise all of the authority of the voting trustees in the management of the corporation except to the extent, if any, that such authority shall be limited by resolution of the voting trustees and except for a amending the articles of incorporation b amending, altering or repealing the by-laws c adopting a plan of merger or consolidation with another corporation d authorizing the sale, lease, exchange or mortgage of all or substantially all of the property or assets of the corporation e authorizing the voluntary dissolution of the corporation f adopting a plan for the distribution of the assets of the corporation g electing, appointing or removing any trustee or officer of the corporation or h amending, altering or repealing any resolution of the voting trustees which by its terms provides that it shall not be amended, altered or repealed by the executive committee. The delegation of authority to the Executive Committee shall not operate to relieve the voting trustees or any single voting trustee of any responsibility imposed upon him or her by law. The Executive Committee shall consist of not fewer than 22 and not more than 28 voting trustees, including the Chairman, the Vice Chairman and the President. The voting members of the Executive Committee shall be elected at the annual meeting of the voting trustees provided that any vacancy occurring or existing in the Executive Committee may be filled by an election held at any regular or special meeting of the voting trustees. Members of the Executive Committee shall serve until their successors have been elected.
Form 990 Part VI 4 -- Various changes to the bylaws were approved at the Sept 8, 2010 quarterly meeting. Changes include increasing the number of general trustees, adding two new standing committees Operational Excellence and Government Community Affairs, and changing the most senior management title from President Chief Executive Officer to Chief Executive Officer.
Form 990 Part VI 11A -- The information is compiled and reviewed internally by Corporate Finance. The return is reviewed by Deloitte Tax LLP before being submitted to the Audit Committee of the Board of Directors of Rush for review and approval. The return is distributed to the entire Board of Directors before it is filed.
Form 990 Part VI 12C -- Rushs Board of Trustees, corporate officers, employees, faculty, students and members of its medical, nursing, professional and technical staffs must use their best efforts and judgment to avoid any influences which could compromise patient care, research, business transactions, objectivity or integrity. The comprehensive policy statement regarding conflicts of interest is applicable to the Rush Board of Trustees, corporate officers, employees, faculty, students and members of Rushs medical, nursing, professional and technical staffs. All employees are required to make a clear disclosure of any conflict of interest to their immediate supervisor at the earliest possible opportunity before an arrangement is entered into which would result in a conflict or as soon thereafter as the employee becomes aware that such a conflict exists. Supervisors may take action to address a conflict of interest as is consistent with policies of Rush including, but not limited to, the policies of the Department of Human Resources. Conflicts of interest are defined as circumstances that create a risk that professional judgments or actions regarding a primary interest will be unduly influenced by a secondary interest. Conflicts can be more or less severe. The severity of a conflict depends on 1 the likelihood that professional decisions made under the relevant circumstances would be unduly influenced by a secondary interest and 2 the seriousness of the harm or wrong that could result from such influence.
Form 990 Part VI 12C continued -- Under certain limited circumstances a conflict may be allowed to continue if such conflict cannot otherwise be eliminated, the likelihood of undue influence is minimized and the relationship is appropriately managed to reduce the risk of possible harm. Members of the Rush Board of Trustees and Rush Corporate Officers are required to disclose any conflicts to the Chairman or Vice Chairman or the secretary of the Rush Board of Trustees. An initial review will be undertaken by the Audit Committee of the Board, which shall make such recommendations as it deems appropriate to the Executive Committee of the Board. If time does not permit a full review by the Audit Committee, such initial review may be undertaken by the Chairman of the Board and Chairman of the Audit Committee. Thereafter, the Audit Committee shall submit the material facts of the conflict along with its recommendations to the Executive Committee which shall make a final determination on the matter.
Form 990 Part VI 15A 15B -- The Compensation and Human Resources Committee uses an independent review, comparability data and contemporaneous substantiation to establish compensation packages for officers. All officer compensation packages are approved by the Compensation and Human Resources Committee.
Form 990 Part VI 18 -- The Form 990 information is made available upon request through the Media Relations office of the Public Relations Department and/or Legal Affairs. The Form 990 is also available on Guidestar and on the Illinois Attorney Generals website.
Form 990 Part VI 19 --Rush does not make its governing documents or conflict of interest policy available to the public. The financial statements are available through the Illinois Attorney Generals office.
Form 990 Part VII 1a -Payments to Robert A. Balk, MD, Robert P. DeCresce, MD, Catherine Dimou, MD, Margaret Faut-Callahan, PhD, Larry J. Goodman, MD and Anthony D. Ivankovich, MD were for their roles as employees not as trustees.
Form 990 Part XI 5 --Other changes in net assets consists of Recovery of impaired endowment corpus - 2,447,245 post retirement related changes - 89,800,086 unrealized restricted gain on investments - 41,659,391 and unrealized unrestricted gain on investments - 7,579,258.
Form 990 Part VI 2 -- W. James Farrell and Robert S. Morrison served on a common board. -- Thomas A. Donahoe and William K. Hall served on a common board. -- Robert S. Morrison, John W. Rogers Jr. and Gloria Santona, Esq. served on a common board of which Michael J. OConnor is the CEO and Michael F. OBrien is the Senior Vice President. -- Carole L. Brown and Alejandro Silva served on a common board. -- Jesse H. Ruiz and Richard L. Thomas served on a common board. -- Sue Ling Gin and John W. Rogers Jr. served on a common board of which Christopher M. Crane is the CEO. -- Thomas J. Wilson served on a board of which Charles L. Evans, PhD is the CEO. -- Susan Crown, Robert S. Morrison and Harold Byron Smith Jr. served on a common board of which David B. Speer is the CEO. -- Pastora San Juan Cafferty and John W. Higgins served on a common board of which Charles A. Schrock is the CEO. -- Sheila A. Penrose and John W. Rogers Jr. served on a common board of which Gloria Santona, Esq. is the Exec VP, Gen Counsel Sec.--William K. Hall and Harold Byron Smith, Jr. serve on a common board.-- Richard K. Davis and R. Anthony Davis have a family relationship.
Form 990 Part VI 2 continued -- Fred A. Krehbiel and Donald G. Lubin, Esq. served on a common board. -- Christine A. Edwards serves on a board of directors where William Downe is the President and CEO. -- Susan Crown , Charles A. Tribbett III and Harold Byron Smith Jr. served on a common board of which Stephen N. Potter is the CEO. -- Donald G. Lubin, Esq. had a business relationship with Stephen Potter, James DeYoung, John L. Brennen, John R. Willis, Richard Jaffee, Gloria Santona, Esq, E. David Coolidge III, Fred A. Krehbiel, Thomas J. Wilson, and William M. Goodyear -- John W. Rogers Jr. had a business relationship with E. David Coolidge III. -- Gloria Santona, Esq. had a business relationship with Christine A. Edwards, Sheldon Lavin, and Peter Bynoe. -- Jay Henderson had a business relationship with J. Erik Fyrwald. -- Sandra Guthman had a business relationship with Robert Wislow.--W. James Farrell served on a bosrd where Thomas J.Wilson is president and CEO.--H. John Gilbertson had a business relationship with Carl W. Stern.-- John L. Brennen, E. David Coolidge III and Fred A. Krehbiel have a business relationship.
Form 990   Schedule K, Part I, Line A, Column f proceeds of the 2009C bonds were used to finance healthcare and related facilities.
Form 990   Schedule K, Part I, line B, Column f proceeds of the series 2009A bonds were used to finance and refinance healthcare and related facilities. A portion of the proceeds was used to refund a taxable loan used to refund 2006A bonds.
Form 990   Schedule K, Part I, Line C, Column f RUMC is using the proceeds of the series 2008A bonds to finance healthcare and related facilities.
Form 990   Schedule K, Part I, Line D, Column f the series 2006B fixed rate bonds currently refunded as a reissuance the series 2006B Auction Rate Bonds issued 8/17/2006, which were issued to refund pre-2003 bond issues.
Form 990   Schedule K, Part III, Line 2, Column B Line 3a, Columns A, B, and C Line 3b, Column B these bond issues finance various projects, which are not all complete. The lease arrangement, management contracts and research agreements pertain to projects that are completed and in service.
Form 990   Schedule K, Part IV, Line 3b, Column C the providers of the hedge concerning the bond issue are Morgan Stanley Capital Services, Inc. and Citibank, NA.
Form 990   Schedule K, Part IV, Line 3c, Column C the terms of the hedge are 27.3 years from Morgan Stanley and 29.2 years from Citibank.
    Form 990 Part I Line 1 -- Rush provides a full range of medical services to the community, including an emergency department that is never closed and is open to anyone regardless of their ability to pay. In addition, Rush is committed, through Rush Medical College and College of Nursing, to provide programs to educate and train the health care workforce of the future. Rush is also a thriving center for basic and clinical research. Form 990 Part III Line 4D -- Other program services - Rush provides various services for the benefit of its patients visitors such as parking food service. Rush sponsors a number of programs in the community focused on improving health, expanding education in health-related careers, community-based research to reduce health disparities initiatives to provide economic development job creation. Rush programs impacted tens of thousands of lives in FY11. Form 990 Part VI Section A Line 1A --The Executive Committee, between meetings of the trustees, shall have and exercise all of the authority of the voting trustees in the management of the corporation except to the extent, if any, that such authority shall be limited by resolution of the voting trustees and except for a amending the articles of incorporation b amending, altering or repealing the by-laws c adopting a plan of merger or consolidation with another corporation d authorizing the sale, lease, exchange or mortgage of all or substantially all of the property or assets of the corporation e authorizing the voluntary dissolution of the corporation f adopting a plan for the distribution of the assets of the corporation g electing, appointing or removing any trustee or officer of the corporation or h amending, altering or repealing any resolution of the voting trustees which by its terms provides that it shall not be amended, altered or repealed by the executive committee. The delegation of authority to the Executive Committee shall not operate to relieve the voting trustees or any single voting trustee of any responsibility imposed upon him or her by law. The Executive Committee shall consist of not fewer than 22 and not more than 28 voting trustees, including the Chairman, the Vice Chairman and the President. The voting members of the Executive Committee shall be elected at the annual meeting of the voting trustees provided that any vacancy occurring or existing in the Executive Committee may be filled by an election held at any regular or special meeting of the voting trustees. Members of the Executive Committee shall serve until their successors have been elected. Form 990 Part VI Section A Line 4 -- Various changes to the bylaws were approved at the Sept 8, 2010 quarterly meeting. Changes include increasing the number of general trustees, adding two new standing committees Operational Excellence and Government Community Affairs, and changing the most senior management title from President Chief Executive Officer to Chief Executive Officer. Form 990 Part VI Section B Line 11A -- The information is compiled and reviewed internally by Corporate Finance. The return is reviewed by Deloitte Tax LLP before being submitted to the Audit Committee of the Board of Directors of Rush for review and approval. The return is distributed to the entire Board of Directors before it is filed. Form 990 Part VI Section B Line 12C -- Rushs Board of Trustees, corporate officers, employees, faculty, students and members of its medical, nursing, professional and technical staffs must use their best efforts and judgment to avoid any influences which could compromise patient care, research, business transactions, objectivity or integrity. The comprehensive policy statement regarding conflicts of interest is applicable to the Rush Board of Trustees, corporate officers, employees, faculty, students and members of Rushs medical, nursing, professional and technical staffs. All employees are required to make a clear disclosure of any conflict of interest to their immediate supervisor at the earliest possible opportunity before an arrangement is entered into which would result in a conflict or as soon thereafter as the employee becomes aware that such a conflict exists. Supervisors may take action to address a conflict of interest as is consistent with policies of Rush including, but not limited to, the policies of the Department of Human Resources. Conflicts of interest are defined as circumstances that create a risk that professional judgments or actions regarding a primary interest will be unduly influenced by a secondary interest. Conflicts can be more or less severe. The severity of a conflict depends on 1 the likelihood that professional decisions made under the relevant circumstances would be unduly influenced by a secondary interest and 2 the seriousness of the harm or wrong that could result from such influence. Form 990 Part VI Section B Line 12C continued -- Under certain limited circumstances a conflict may be allowed to continue if such conflict cannot otherwise be eliminated, the likelihood of undue influence is minimized and the relationship is appropriately managed to reduce the risk of possible harm. Members of the Rush Board of Trustees and Rush Corporate Officers are required to disclose any conflicts to the Chairman or Vice Chairman or the secretary of the Rush Board of Trustees. An initial review will be undertaken by the Audit Committee of the Board, which shall make such recommendations as it deems appropriate to the Executive Committee of the Board. If time does not permit a full review by the Audit Committee, such initial review may be undertaken by the Chairman of the Board and Chairman of the Audit Committee. Thereafter, the Audit Committee shall submit the material facts of the conflict along with its recommendations to the Executive Committee which shall make a final determination on the matter. Form 990 Part VI Section B Line 15A 15B -- The Compensation and Human Resources Committee uses an independent review, comparability data and contemporaneous substantiation to establish compensation packages for officers. All officer compensation packages are approved by the Compensation and Human Resources Committee. Form 990 Part VI Section C Line 18 -- The Form 990 information is made available upon request through the Media Relations office of the Public Relations Department and/or Legal Affairs. The Form 990 is also available on Guidestar and on the Illinois Attorney Generals website. Form 990 Part VI Section C Line 19 --Rush does not make its governing documents or conflict of interest policy available to the public. The financial statements are available through the Illinois Attorney Generals office. Form 990 Part VII Section A Line 1a -Payments to Robert A. Balk, MD, Robert P. DeCresce, MD, Catherine Dimou, MD, Margaret Faut-Callahan, PhD, Larry J. Goodman, MD and Anthony D. Ivankovich, MD were for their roles as employees not as trustees. Form 990 Part XI Line 5 --Other changes in net assets consists of Recovery of impaired endowment corpus - 2,447,245 post retirement related changes - 89,800,086 unrealized restricted gain on investments - 41,659,391 and unrealized unrestricted gain on investments - 7,579,258. Form 990 Part VI Section A Line 2 -- W. James Farrell and Robert S. Morrison served on a common board. -- Thomas A. Donahoe and William K. Hall served on a common board. -- Robert S. Morrison, John W. Rogers Jr. and Gloria Santona, Esq. served on a common board of which Michael J. OConnor is the CEO and Michael F. OBrien is the Senior Vice President. -- Carole L. Brown and Alejandro Silva served on a common board. -- Jesse H. Ruiz and Richard L. Thomas served on a common board. -- Sue Ling Gin and John W. Rogers Jr. served on a common board of which Christopher M. Crane is the CEO. -- Thomas J. Wilson served on a board of which Charles L. Evans, PhD is the CEO. -- Susan Crown, Robert S. Morrison and Harold Byron Smith Jr. served on a common board of which David B. Speer is the CEO. -- Pastora San Juan Cafferty and John W. Higgins served on a common board of which Charles A. Schrock is the CEO. -- Sheila A. Penrose and John W. Rogers Jr. served on a common board of which Gloria Santona, Esq. is the Exec VP, Gen Counsel Sec.--William K. Hall and Harold Byron Smith, Jr. serve on a common board.-- Richard K. Davis and R. Anthony Davis have a family relationship. Form 990 Part VI Section A Line 2 continued -- Fred A. Krehbiel and Donald G. Lubin, Esq. served on a common board. -- Christine A. Edwards serves on a board of directors where William Downe is the President and CEO. -- Susan Crown , Charles A. Tribbett III and Harold Byron Smith Jr. served on a common board of which Stephen N. Potter is the CEO. -- Donald G. Lubin, Esq. had a business relationship with Stephen Potter, James DeYoung, John L. Brennen, John R. Willis, Richard Jaffee, Gloria Santona, Esq, E. David Coolidge III, Fred A. Krehbiel, Thomas J. Wilson, and William M. Goodyear -- John W.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID: 10000149
Software Version: 2010.2.15
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) Health Delivery Management
1700 W Van Buren Street
Chicago,IL60612
36-4085751 		Healthcare IL 13,659,134 6,128,719 N/A
(2) Vyridian
820 W Jackson Blvd
Chicago,IL60607
36-4208577 		Billing services IL 6,378,049 1,079,163 N/A








Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) Rush Copley Health Care System Inc

2000 Ogden Ave

Aurora,IL60504
36-3584043 		Healthcare IL 501c3 11A Rush University Medical Center
 
Yes
 
(2) Copley Ventures

2000 Ogden Ave

Aurora,IL60504
36-3370216 		Property Healthplex Owner IL 501c3 3 Rush Copley Medical Center Inc
 
Yes
 
(3) Rush Copley Foundation

2000 Ogden Ave

Aurora,IL60504
36-3093877 		Contribution Solicitation IL 501c3 7 Rush Copley Medical Center Inc
 
Yes
 
(4) Copley Memorial Hospital

2000 Ogden Ave

Aurora,IL60504
36-2170840 		Healthcare IL 501c3 3 Rush Copley Medical Center Inc
 
Yes
 
(5) Rush Copley Medical Center Inc

2000 Ogden Ave

Aurora,IL60504
36-3193787 		Healthcare IL 501c3 11A Rush Copley Health Care System Inc
 
Yes
 
(6) Rush Oak Park Hospital

520 S Maple Ave

Oak Park,IL60304
36-2183812 		Healthcare IL 501c3 3 Synergon Health System Inc
 
Yes
 
(7) Rush System for Health

1653 W Congress Parkway

Chicago,IL60612
36-4046278 		Healthcare IL 501c3 11C Rush University Medical Center
 
Yes
 
(8) Riverside-Rush Corp

350 N Wall Street

Kankakee,IL60901
32-0329257 		Healthcare IL 501c3 11A Rush University Medical Center
 
Yes
 
(9) Riverside Health System

350 N Wall Street

Kankakee,IL60901
36-3167726 		Healthcare IL 501c3 11C Riverside Rush Corporation
 
Yes
 
(10) Oakside Corporation

350 N Wall Street

Kankakee,IL60901
36-3166804 		Healthcare IL 501c3 11B Riverside Rush Corporation
 
Yes
 
(11) Riverside Medical Center

350 N Wall Street

Kankakee,IL60901
36-2414944 		Healthcare IL 501c3 3 Riverside Rush Corporation
 
Yes
 
(12) Riverside Senior Living Center

350 N Wall Street

Kankakee,IL60901
36-3670744 		Healthcare IL 501c3 9 Riverside Rush Corporation
 
Yes
 
(13) Riverside Medical Health Care Foundation

350 N Wall Street

Kankakee,IL60901
36-3166033 		Healthcare IL 501c3 11B Riverside Rush Corporation
 
Yes
 
(14) The Core Foundation

2020 W Harrison Street

Chicago,IL60612
36-3991833 		Real Estate Holding IL 501c3 11A N/A
Yes
 
(15) Synergon Health System Inc

520 S Maple Ave

Oak Park,IL60304
36-3739067 		Healthcare IL 501c3 3 Rush University Medical Center
 
Yes
 
(16) Rush Presbyterian St Lukes Medical Center Professional Liability Trust

1700 W Van Buren Street

Chicago,IL60612
36-6673233 		Insurance IL 501c3 11C Rush University Medical Center
 
Yes
 
(17) RML Health Providers LP (Dba RML Specialty Hospital)

5801 S County Line Road

Hinsdale,IL60521
36-4113692 		Healthcare IL 501c3 3 RMLHP Corporation
 
Yes
 
(18) RMLHP Corporation

5801 S County Line Road

Hinsdale,IL60521
36-4160869 		Healthcare IL 501c3 11B N/A
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) Circle Imaging Partners LP

1725 W Harrison Street
Chicago,IL60612
36-3539382 		Healthcare IL Circle Imaging Management Inc
  		Related 3,587,650 2,058,520   No     No 71.430 %
(2) Oak Park Imaging

610 South Maple Street
Oak Park,IL60304
36-4437483 		Healthcare IL N/A
 Related 666,636 394,895   No     No 60.000 %
(3) Rush Surgicenter at the Professional Office Building LP

1725 West Harrison Street
Chicago,IL60612
36-3853026 		Healthcare IL N/A
 Related 7,441,597 4,129,624   No   Yes   52.540 %








Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) Room Five Hundred
1700 West Van Buren Street
Chicago,IL60612
23-7139832 		Dining Room IL N/A
 C Corp 2,175,197 153,684 100.000 %
(2) Rush University Medical Center Insurance Co
PO Box 1051
Grand Cayman    
CJ
Insurance CJ N/A
 C Corp 50,000 1,986,804 100.000 %
(3) Rush Copley Medical Group NFP(Copley Services)
2000 Ogden Ave
Aurora,IL60504
36-3235315 		Healthcare IL N/A
 C Corp      
(4) Rush Health
1653 W Congress Parkway
Chicago,IL60612
36-3972171 		Healthcare IL N/A
 C Corp 727,077 211,748 50.000 %
(5) Rush Senior Care Inc
1653 W Congress Parkway
Chicago,IL60612
36-4348993 		Healthcare IL N/A
 C Corp     100.000 %




Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
Yes
 
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Circle Imaging

 r 1,844,308 Fair Market Value
(2) Circle Imaging

 l 64,980 Fair Market Value
(3) Circle Imaging

 o 22,120 Fair Market Value
(4) Circle Imaging

 c 1,714,286 Fair Market Value
(5) Circle Imaging

 n 1,598,552 Fair Market Value
(6) Rush Master Retirement Trust

 q 34,300,000 Fair Market Value
(7) Oak Park Imaging

 c 180,000 Fair Market Value
(8) Riverside Medical Center

 j 2,880 Fair Market Value
(9) Riverside Medical Center

 f 41,464 Fair Market Value
(10) Copley Memorial Hospital

 p 514,732 Fair Market Value
(11) Copley Memorial Hospital

 j 17,160 Fair Market Value
(12) Copley Memorial Hospital

 e 5,405,608 Fair Market Value
(13) Copley Memorial Hospital

 a 1,264,957 Fair Market Value
(14) Copley Memorial Hospital

 f 112,574 Fair Market Value
(15) CORE Foundation

 n 675,685 Fair Market Value
(16) CORE Foundation

 b 200,000 Fair Market Value
(17) Rush University Medical Center Insurance Co

 q 4,075,000 Fair Market Value
(18) Rush Surgicenter

 i 139,395 Fair Market Value
(19) Rush Surgicenter

 c 1,015,000 Fair Market Value
(20) Rush Surgicenter

 o 131,891 Fair Market Value
(21) Rush System for Health

 k 125,870 Fair Market Value
(22) Rush System for Health

 o 354,788 Fair Market Value
(23) Rush System for Health

 i 75,832 Fair Market Value
(24) Rush System for Health

 n 542,955 Fair Market Value
(25) Rush System for Health

 r 37,012 Fair Market Value
(26) Rush Health

 l 4,915,657 Fair Market Value
(27) Rush Health

 q 1,385,932 Fair Market Value
(28) Rush Health

 p 5,553,944 Fair Market Value
(29) Rush Health

 r 12,265,401 Fair Market Value
(30) Rush Oak Park Hospital

 j 9,675 Fair Market Value
(31) Rush Oak Park Hospital

 i 874,102 Fair Market Value
(32) Rush Oak Park Hospital

 p 3,164,523 Fair Market Value
(33) Rush Oak Park Hospital

 o 15,025 Fair Market Value
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
II 17, 18 Rush University Medical Center ended the affiliations with RMLHP Corporation 36-4160869 and RML Health Providers 36-4113692 on August 1, 2010.
IV 5 Rush Senior Care 36-4348993 was dissolved on July 9, 2010.
Additional Data


Software ID: 10000149
Software Version: 2010.2.15