Attach to Form 990 or Form 990-EZ.
See separate instructions.| (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? |
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|---|---|---|---|---|---|---|---|---|---|
| Yes | No | Yes | No | Yes | No | ||||
| Total | |||||||||
| Calendar year(or fiscal year beginning in) | (a) 2007 | (b) 2008 | (c) 2009 | (d) 2010 | (e) 2011 | (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. | ||||||
| Calendar year(or fiscal year beginning in) | (a) 2007 | (b) 2008 | (c) 2009 | (d) 2010 | (e) 2011 | (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). | ||||||






| Calendar year(or fiscal year beginning in) | (a) 2007 | (b) 2008 | (c) 2009 | (d) 2010 | (e) 2011 | (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.) | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2007 | (b) 2008 | (c) 2009 | (d) 2010 | (e) 2011 | (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.). | ||||||




| Facts And Circumstances Test |
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| Explanation |
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| Software ID: | 11000218 |
| Software Version: | 2011.0.0 |
Attach to Form 990 or 990-EZ.| 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 | 1 | -- 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. The true impact of our mission isnt only visible within the boundaries of our Medical Center campus. We also see our mission take shape in the community health clinics, outreach and mentoring programs, and countless other community-based initiatives led by doctors, nurses, students and others at Rush. |
| Form 990 Part III | 4D | ---- Other program services Rush provides various services for the benefit of its patients and visitors, such as parking, food service and interpreter services. Rush also 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 and initiatives to provide economic development and job creation. Rush programs influenced tens of thousands of lives in FY12. |
| 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 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 Chairmen and the Chief Executive Officer. 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 | 2 | -- W. James Farrell and Robert S. Morrison had a business relationship. -- Thomas A. Donahoe and William K. Hall had a business relationship. -- W. James Farrell and Thomas J. Wilson had a business relationship. -- Christine Edwards and William A. Downe had a business relationship. -- H. John Gilbertson and Carl W. Stern had a business relationship. -- John W. Rogers Jr had a business relationship with Robert S. Morrison,., Gloria Santona, Esq., Michael J. OConnor and Michael F. OBrien, Christopher Cane and Sue Ling Gin. -- Carole L. Brown and Alejandro Silva had a business relationship. -- Sue Ling Gin, John W. Rogers Jr. and Christopher M. Crane had a business relationship. -- Thomas J. Wilson and Charles L. Evans, PhD had a business relationship. -- Susan Crown, Robert S. Morrison and David B. Speer had a business relationship. -- Pastora San Juan Cafferty had a business relationship with John W. Higgins, William Downe and Charles A. Schrock. -- Sheila A. Penrose, John W. Rogers Jr. and Gloria Santona, Esq. had a business relationship.-- Donald G. Lubin, Esq. had a business relationship with Fred A. Krehbiel, Gloria Santona, Richard Jaffee, William Goodyear, E. David Coolidge II, John Willis, Stephen Potter and John Brennen.--Susan Crown and Charles A. Tribbett, III had a business relationship. |
| Form 990 Part VI | 2 continued | --- Matthew Bergman and Christine A. Edwards had a business relationship.- Jesse H. Ruiz had a business relationship with Christopher Crane, Sue Ling Gin, and John Rogers. -- Richard K. Davis and R. Anthony Davis have a family relationship. |
| 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 - 233,222 post retirement related changes - 43,618,677 unrealized restricted gain on investments - 8,215,318, non-controling interest in subsidiary - 4,155,783 and unrealized unrestricted gain on investments - 991,606. |
| Form 990 | Schedule K, Part I, - Rush University Medical Centers RUMC long-term debt is issued under a master trust indenture which established the Rush University Medical Center obligated group OG which, as of 6/30/12, was comprised of RUMC and Copley Memorial Hospital, Inc. Copley and its affiliates. The OG is jointly and severally liable for the obligations issued under the master trust indenture. Each OG member is expected to pay its allocated share of the debt issued on its behalf. The debt listed on lines A-D were issued for RUMC. | |
| Form 990 | Schedule K, Part I, line C, Column f proceeds of the series 2009A bonds were used to finance and refinance healthcare and related facilities. The remainder of the proceeds was used to refund a taxable loan used to refund 2006A bonds. | |
| Form 990 | Schedule K, Part I, Line D, Column f RUMC is using the proceeds of the series 2008A bonds to finance healthcare and related facilities. | |
| Form 990 | Schedule K, Part III, Column A Part III has not been completed with respect to the Series 2011 and Series 2006B bonds because the original projects being refinanced by such bonds are traceable to bonds issued before 2003. Had completion of Part II been required, line 7 would have been answered Yes for these bonds. | |
| Form 990 | Schedule K, Part IV, Line 3b, Column D the providers of the hedge concerning the bond issue are Morgan Stanley Capital Services, Inc. and Citibank, NA. The terms of the hedge are 27.3 years from Morgan Stanley and 29.2 years from Citibank. | |
| Form 990 | Schedule K2, Part I, Line A, Column f the series 2006B fixed rate bonds were used to finance and refinance healthcare and related facilities. The proceeds were used to refinance the remainder of the series 1998A bonds. | |
| 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 1 -- 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. The true impact of our mission isnt only visible within the boundaries of our Medical Center campus. We also see our mission take shape in the community health clinics, outreach and mentoring programs, and countless other community-based initiatives led by doctors, nurses, students and others at Rush. Form 990 Part III Line 4D ---- Other program services Rush provides various services for the benefit of its patients and visitors, such as parking, food service and interpreter services. Rush also 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 and initiatives to provide economic development and job creation. Rush programs influenced tens of thousands of lives in FY12. 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 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 Chairmen and the Chief Executive Officer. 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 2 -- W. James Farrell and Robert S. Morrison had a business relationship. -- Thomas A. Donahoe and William K. Hall had a business relationship. -- W. James Farrell and Thomas J. Wilson had a business relationship. -- Christine Edwards and William A. Downe had a business relationship. -- H. John Gilbertson and Carl W. Stern had a business relationship. -- John W. Rogers Jr had a business relationship with Robert S. Morrison,., Gloria Santona, Esq., Michael J. OConnor and Michael F. OBrien, Christopher Cane and Sue Ling Gin. -- Carole L. Brown and Alejandro Silva had a business relationship. -- Sue Ling Gin, John W. Rogers Jr. and Christopher M. Crane had a business relationship. -- Thomas J. Wilson and Charles L. Evans, PhD had a business relationship. -- Susan Crown, Robert S. Morrison and David B. Speer had a business relationship. -- Pastora San Juan Cafferty had a business relationship with John W. Higgins, William Downe and Charles A. Schrock. -- Sheila A. Penrose, John W. Rogers Jr. and Gloria Santona, Esq. had a business relationship.-- Donald G. Lubin, Esq. had a business relationship with Fred A. Krehbiel, Gloria Santona, Richard Jaffee, William Goodyear, E. David Coolidge II, John Willis, Stephen Potter and John Brennen.--Susan Crown and Charles A. Tribbett, III had a business relationship. Form 990 Part VI Section A Line 2 continued --- Matthew Bergman and Christine A. Edwards had a business relationship.- Jesse H. Ruiz had a business relationship with Christopher Crane, Sue Ling Gin, and John Rogers. -- Richard K. Davis and R. Anthony Davis have a family relationship. 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 impa |
| Software ID: | 11000218 |
| Software Version: | 2011.0.0 |