Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
BCheck if applicable:
CName of organization
Rush University Medical Center
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1700 West Van Buren Street No 153
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60612
D Employer identification number

36-2174823
E Telephone number

G Gross receipts $ 2,662,272,005
F Name and address of principal officer:
John P Mordach
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
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1863
M State of legal domicile: IL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: The mission of Rush University Medical Center is to improve the health of the individuals and diverse communities we serve through the integration of outstanding patient care, education, research and community partnerships. The true impact of our mission isn't 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. As a nonprofit charitable medical center, we offer several financial assistance programs to help patients with their health care costs for medically necessary or emergent services. At Rush, all patients are treated with dignity regardless of their ability to pay.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 95
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 89
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 11,158
6 Total number of volunteers (estimate if necessary) ............. 6 825
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -586,419
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 85,419,469 54,966,347
9 Program service revenue (Part VIII, line 2g) ......... 1,583,422,880 1,556,012,247
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 68,128,091 23,057,757
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 24,709,218 48,823,437
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,761,679,658 1,682,859,788
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 9,695,307 11,135,369
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 845,659,668 849,921,853
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet7,369,063    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 793,776,782 741,740,388
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,649,131,757 1,602,797,610
19 Revenue less expenses. Subtract line 18 from line 12....... 112,547,901 80,062,178
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,998,176,768 2,920,106,156
21 Total liabilities (Part X, line 26)............. 1,388,857,135 1,367,839,109
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,609,319,633 1,552,267,047
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 Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: Rush provides the best health care for the individuals and diverse communities we serve through the integration of outstanding patient care, education, research, and community partnerships.
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 1,236,197,195 including grants of $   ) (Revenue $ 1,340,569,325 )
Health Care: Rush University Medical Center ("Rush") is an academic medical center that brings together excellence in clinical care and research to address major health problems. Rush's hospital building, that opened in 2012, is the beginning of the Medical Center's major renovation of its campus and is the largest new health care project in the world to be LEED Gold certified. In FY16, patient care was provided to over 32,000 inpatients, and the emergency room has the capacity to handle more than 65,000 visits. Rush offers various financial assistance programs to thousands of patients. A unique combination of research and patient care in FY16 has earned Rush national rankings as among the top 50 hospitals in 9 of 16 specialty areas. This accomplishment is presented in U.S. News & World Report's 2016-17 America's Best Hospitals issue. Our nurses are at the forefront of our efforts to provide quality care, receiving the four-year Magnet status (the highest honor in nursing) four consecutive times.
4b (Code:   ) (Expenses $ 74,384,767 including grants of $ 10,904,061 ) (Revenue $ 75,915,369 )
Education: Rush University is home to one of the first medical colleges in the Midwest and one of the nation's top-ranked nursing colleges, as well as graduate programs in allied health, health systems management and biomedical research. The Medical Center also offers many highly selective residency and fellowship programs in medical and surgical specialties and subspecialties. Rush's unique practitioner-teacher model for health sciences education and research gives its students the opportunity to learn from world-renowned instructors who practice what they teach. With more than 40 degree and certificate options, Rush educated over 2,500 students in FY16. Rush University provides outstanding health sciences education and conducts impactful research in a culture of inclusion, focused on the promotion and preservation of the health and well being of our diverse communities.
4c (Code:   ) (Expenses $ 140,741,965 including grants of $   ) (Revenue $ 103,410,600 )
Research: Because Rush is an academic medical center, research and clinical care come together in innovative and inspiring ways that have the power to transform lives. Even if research work starts in a lab, it won't stay there. Discoveries in the labs lead to advances in patient care, while observations in clinical settings inspire research studies designed to improve the way we treat patients. This approach, known as translational research, has led to breakthroughs in patient care at Rush throughout the years. Investigators at Rush are involved in more than 1,600 projects, including hundreds of clinical studies to test the effectiveness and safety of new therapies and medical devices, as well as to expand scientific and medical knowledge. Total research awards in FY16 topped $75 million.
(Code:   ) (Expenses $ 68,050,177 including grants of $ 231,308 ) (Revenue $ 36,116,953 )
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 FY16.
4d Other program services (Describe in Schedule O.)
(Expenses $ 68,050,177 including grants of $ 231,308 ) (Revenue $ 36,116,953 )
4e Total program service expensesMediumBullet1,519,374,104
Form 990 (2015)
Form 990 (2015)
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 (see instructions)? 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 IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? 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 IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
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 IIClick to see attachment...
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 Click to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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 IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, 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, line 10?
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 VIIClick to see attachment.......
11b
Yes
 
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 VIIIClick to see attachment.......
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 IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick 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 XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
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 and XII 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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
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 (see instructions) ....Click to see attachment
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
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals 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, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
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 ...................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
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
 
No
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
 
No
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 direct or indirect 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 M..Click 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 .............Click to see attachment
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, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
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 VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,218
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
11,158
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” to line 3b, 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, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
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 or note to any line 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
95
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
89
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
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletMelissa Coverdale1700 West Van Buren Street Ste 153   Chicago,IL60612 (312) 942-8054
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) James A Bell......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(2) Matthew F Bergmann......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(3) Matthew J Boler......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(4) Harry Bond......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(5) John L Brennan......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(6) Marca L Bristo......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(7) Carole L Brown......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(8) Peter C B Bynoe......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(9) Karen B Case......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(10) E David Coolidge III......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(11) Susan Crown......................................................................
Trustee
1.00
.................
0.00
X   X       0 0 0
(12) James W DeYoung......................................................................
Trustee
1.00
.................
0.00
X   X       0 0 0
(13) Bruce W Dienst......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(14) William A Downe......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(15) Bruce W Duncan......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(16) Christine A Edwards......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
(17) Francesca Maher Edwardson......................................................................
Trustee
1.00
.................
0.00
X           0 0 0
Form 990 (2015)
Form 990 (2015)
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 (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Charles L Evans PhD........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(19) Larry Field........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(20) Robert F Finke........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(21) William J Friend........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(22) Ronald J Gidwitz........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(23) H John Gilbertson........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(24) Steven Gitelis MD........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(25) Richard W Gochnauer........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(26) William M Goodyear........................................................................
Trustee
1.00
.......................0.00
X   X       0 0 0
(27) Sandra P Guthman........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(28) William J Hagenah........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(29) William K Hall........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(30) Christie Hefner........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(31) Marcie B Hemmelstein........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(32) Jay L Henderson........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(33) Marvin J Herb........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(34) John W Higgins........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(35) David W Hines MD........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(36) Jerald W Hoekstra........................................................................
Trustee
1.00
.......................1.00
X           0 0 0
(37) John L Howard........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(38) Ron Huberman........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(39) Anthony D Ivankovich MD........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(40) Richard M Jaffee........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(41) P Kasper Jakobsen........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(42) John P Keller........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(43) Catherine J King........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(44) Kip Kirkpatrick........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(45) Anthony M Kotin MD........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(46) Fred A Krehbiel........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(47) Sheldon Lavin........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(48) The Rt Rev Jeffrey D Lee........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(49) Aylwin B Lewis........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(50) Susan R Lichtenstein........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(51) Pamela Forbes Lieberman........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(52) Todd W Lillibridge........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(53) Donald G Lubin Esq........................................................................
Trustee
1.00
.......................0.00
X   X       0 0 0
(54) Robert A Mariano........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(55) Paul E Martin........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(56) Mary K McCarthy JD........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(57) Gary E McCullough........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(58) Andrew J McKenna Jr........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(59) Kelly McNamara Corley........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(60) James S Metcalf........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(61) Mark C Metzger........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(62) Wayne L Moore........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(63) Marcia Murphy DNP........................................................................
Trustee
40.00
.......................0.00
X           108,053 0 29,846
(64) William A Mynatt Jr........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(65) Martin H Nesbitt........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(66) Michael J O'Connor........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(67) Abby McCormick O'Neil........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(68) William H Osborne........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(69) Karl A Palasz........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(70) Aurie A Pennick........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(71) Sheila A Penrose........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(72) Perry R Pero........................................................................
Trustee
1.00
.......................1.00
X           0 0 0
(73) Stephen N Potter........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(74) Richard S Price........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(75) Eric A Reeves........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(76) Karen C Reid........................................................................
Trustee
1.00
.......................1.00
X           0 0 0
(77) Angelique L Richard PhD RN........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(78) Thomas E Richards........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(79) John W Rogers Jr........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(80) Jesse H Ruiz........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(81) Dino Rumoro DO........................................................................
Trustee
40.00
.......................0.00
X           505,439 0 43,016
(82) John J Sabl........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(83) John F Sandner........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(84) E Scott Santi........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(85) Gloria Santona Esq........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(86) Carole Browe Segal........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(87) Alejandro Silva........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(88) Jennifer W Steans........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(89) Joan E Steel........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(90) Carl W Stern........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(91) Carole W Streicher........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(92) Jonathan W Thayer........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(93) Charles A Tribbett III........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(94) Greg Welch........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(95) John R Willis........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(96) Thomas J Wilson........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(97) Robert A Wislow........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(98) Barbara Jil Wu PhD........................................................................
Trustee
1.00
.......................0.00
X           0 0 0
(99) Larry J Goodman MD........................................................................
Chief Executive Officer
40.00
.......................3.00
X   X       2,313,090 0 497,620
(100) David A Ansell MD........................................................................
SVP, Community Health Equity
39.00
.......................1.00
    X       852,404 0 178,909
(101) Cynthia Barginere DNP........................................................................
SVP & Chief Operating Officer,
40.00
.......................0.00
    X       453,153 0 81,796
(102) Carl T Bergetz JD........................................................................
V.P Legal Affairs & Acting Gen Counsel
40.00
.......................0.00
    X       222,347 0 20,297
(103) Antonio C Bianco MD........................................................................
SVP Clinical Affairs
40.00
.......................0.00
    X       570,896 0 24,432
(104) Cynthia Boyd MD........................................................................
VP & Chief Compliance Officer
40.00
.......................0.00
    X       388,924 0 114,842
(105) Edward W Conway........................................................................
VP, Clinical Affairs-Admin & Finance
40.00
.......................0.00
    X       325,582 0 73,844
(106) Melissa Coverdale........................................................................
VP, Finance
32.00
.......................8.00
    X       357,920 0 65,760
(107) Michael J Dandorph........................................................................
President & Chief Operating Officer
40.00
.......................0.00
    X       993,938 0 181,559
(108) Richard B Davis........................................................................
VP, Human Resources Operations
40.00
.......................0.00
    X       341,904 0 75,323
(109) Richard K Davis........................................................................
VP, University Affairs
40.00
.......................0.00
    X       405,967 0 84,121
(110) Thomas A Deutsch MD........................................................................
Provost, Rush University
40.00
.......................0.00
    X       862,815 0 248,580
(111) Bruce M Elegant........................................................................
VP, Hospital Operations
1.00
.......................39.00
    X       1,034,219 0 86,693
(112) Brent J Estes........................................................................
SVP, Business and Network Development
40.00
.......................0.00
    X       515,247 0 95,059
(113) Marquis D Foreman PhD........................................................................
Dean, College of Nursing
40.00
.......................0.00
    X       288,807 0 55,927
(114) Ranga R Krishnan MB ChB........................................................................
Dean, Rush Medical College
40.00
.......................0.00
    X       258,462 0 16,305
(115) Joan E Kurtenbach........................................................................
VP, Strategic Planning, Mrktng & Comm
39.00
.......................1.00
    X       331,881 0 69,692
(116) Michael E LaMont........................................................................
VP, Facilities Management
40.00
.......................0.00
    X       314,017 0 56,743
(117) Omar B Lateef........................................................................
VP, Clinical Affairs and CMO
40.00
.......................0.00
    X       605,425 0 90,480
(118) John Lowenberg........................................................................
VP, Philanthropy
40.00
.......................0.00
    X       321,872 0 59,192
(119) Diane M McKeever........................................................................
SVP, Philanthropy
40.00
.......................0.00
    X       483,002 0 108,691
(120) John P Mordach........................................................................
SVP, Finance & CFO
39.00
.......................1.00
    X       1,098,694 0 174,547
(121) Mike J Mulroe........................................................................
VP, Hospital Operations
40.00
.......................0.00
    X       350,621 0 75,160
(122) James L Mulshine MD........................................................................
Acting Dean,Graduate College
40.00
.......................0.00
    X       492,406 0 83,815
(123) Patricia G Nedved........................................................................
VP, Professional Nursing Practice
40.00
.......................0.00
    X       206,600 0 35,065
(124) Patricia S O'Neil........................................................................
VP Chief Invstmnt Officer & Treasurer
40.00
.......................0.00
    X       310,425 0 61,276
(125) Jaime B Parent........................................................................
VP, Information Technology
40.00
.......................0.00
    X       342,494 0 76,096
(126) Brian D Patty MD........................................................................
VP, Clinical Information Systems
40.00
.......................0.00
    X       297,692 0 51,339
(127) Anthony Perry MD........................................................................
VP, Ambulatory Care & Population Health
40.00
.......................0.00
    X       379,809 0 78,356
(128) Terry Peterson........................................................................
VP, Corporate and External Affairs
40.00
.......................0.00
    X       364,967 0 57,596
(129) Charlotte Royeen........................................................................
Dean, College of Health Sciences
40.00
.......................0.00
    X       142,693 0 20,140
(130) Mary Ellen Schopp........................................................................
SVP, HR & Chief HR Officer
40.00
.......................0.00
    X       483,055 0 111,920
(131) Brian T Smith........................................................................
VP, Clinical Affairs-Clinical Practice
40.00
.......................0.00
    X       480,007 0 89,386
(132) Scott E Sonnenschein........................................................................
VP, Hospital Operations
40.00
.......................0.00
    X       403,663 0 83,436
(133) Denise Szalko........................................................................
VP, Revenue Cycle
40.00
.......................0.00
    X       356,258 0 62,026
(134) Judson Vosburg........................................................................
VP, Financial Planning & Decision Support
40.00
.......................0.00
    X       241,085 0 37,263
(135) Peter W Butler........................................................................
President & COO
40.00
.......................0.00
    X       1,560,408 0 323,122
(136) Lois K Halstead PhD RN........................................................................
V.P. University Affairs
40.00
.......................0.00
    X       260,472 0 45,455
(137) Bradley G Hinrichs........................................................................
VP, Transformation
40.00
.......................0.00
    X       88,461 0 5,791
(138) Anne M Murphy JD........................................................................
SVP Legal Affairs & General Counsel
40.00
.......................0.00
    X       627,062 0 129,247
(139) Kurt Olson PhD........................................................................
VP Talent Mngnt & Leadership Dvlpmnt
40.00
.......................0.00
    X       246,734 0 37,291
(140) Lac Van Tran........................................................................
SVP, Infrmtion Srvces
40.00
.......................0.00
    X       608,957 0 106,763
(141) Demetrius Lopes MD........................................................................
Physician
40.00
.......................0.00
        X   1,161,427 0 34,824
(142) Richard Byrne MD........................................................................
Physician
40.00
.......................0.00
        X   1,114,763 0 40,124
(143) Vincent Traynelis MD........................................................................
Physician
40.00
.......................0.00
        X   1,099,152 0 29,122
(144) Michael Liptay MD........................................................................
Physician
40.00
.......................0.00
        X   1,047,687 0 45,058
(145) Lorenzo Munoz MD........................................................................
Physician
40.00
.......................0.00
        X   974,642 0 37,474
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 27,595,598 0 4,290,419
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,398
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
Yes
 
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
BULLEY & ANDREWS LLC

1755 W ARMITAGE AVENUE
CHICAGO,IL60622
CONSTRUCTION 18,632,223
WALSH CONSTRUCTION COMPANY

929 W ADAMS STREET
CHICAGO,IL60607
CONSTRUCTION 9,027,361
HURON CONSULTING SERVICES LLC

3005 MOMENTUM PLACE
CHICAGO,IL60689
CONSULTING 8,551,754
DIRECT ENERGY SERVICES LLC

PO BOX 11836
NEWARK,NJ71018
GAS & ELECTRIC SUPPLY 5,880,086
HEALTHCARE TRUST OF AMER INC

16435 N SCOTTSDALE ROAD 320
SCOTTSDALE,AZ85254
REAL ESTATE ACQUISITION & MANAGEMENT 4,677,210
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet119
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 1,039,262
d Related organizations1d  
e Government grants (contributions)1e 10,726,067
f All other contributions, gifts, grants, and similar amounts not included above1f 43,201,018
g Noncash contributions included in lines 1a-1f:$ 9,941,061
h Total.Add lines 1a-1f.......MediumBullet 54,966,347
 Program Service RevenueAmt Business Code
2a Medicare/Medicaid 541900 685,914,000 685,914,000    
b Patient Services 900099 402,822,679 402,822,679    
c Physician Practices 621110 251,832,646 251,832,646    
d Research 621500 103,410,600 103,410,600    
e Tuition 900099 75,915,369 75,915,369    
f All other program service revenue. 36,116,953 36,116,953    
g Total.Add lines 2a–2f.....MediumBullet 1,556,012,247
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 19,651,920     19,651,920
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   9,341,176
b Less: rental expenses   12,207,136
c Rental income or (loss)   -2,865,960
d Net rental income or (loss)......MediumBullet -2,865,960   25,308 -2,891,268
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   933,905,000
b Less: cost or other basis and sales expenses   930,499,163
c Gain or (loss)   3,405,837
d Net gain or (loss).....MediumBullet 3,405,837     3,405,837
8a Gross income from fundraising events (not including $ 1,039,262of contributions reported on line 1c). See Part IV, line 18 ....
a 465,602
b Less: direct expenses ...b 763,704
c Net income or (loss) from fundraising events..MediumBullet -298,102   -298,102
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 80,090
b Less: direct expenses ...b 12,850
c Net income or (loss) from gaming activities..MediumBullet 67,240     67,240
10a Gross sales of inventory, less
returns and allowances ..
a 88,461,350
b Less: cost of goods sold ..b 35,929,364
c Net income or (loss) from sales of inventory..MediumBullet 52,531,986     52,531,986
Business Code Miscellaneous Revenue
11a Vyridian 541900 222,778   222,778  
b Laboratories 621500 52,942   52,942  
c Parking 531190 24,622   24,622  
d All other revenue .... -912,069   -912,069  
e Total. Add lines 11a–11d ...... MediumBullet -611,727
12 Total revenue. See Instructions......MediumBullet 1,682,859,788 1,556,012,247 -586,419 72,467,613
Form 990 (2015)
Form 990 (2015)
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).Check if Schedule O contains a response or note to any line in this Part IX ..............
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 domestic organizations and domestic governments. See Part IV, line 21 231,308 231,308
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 10,904,061 10,904,061
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 32,270,453 5,584,271 25,713,425 972,757
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 675,793,338 662,779,244 9,337,773 3,676,321
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 25,542,472 22,098,732 3,296,161 147,579
9 Other employee benefits ....... 68,630,585 63,721,398 4,006,498 902,689
10 Payroll taxes ........... 47,685,005 45,887,807 1,731,687 65,511
11 Fees for services (non-employees):        
a Management ...... 10,933,438 10,414,778 460,552 58,108
b Legal ......... 5,077,440 2,190,904 2,886,536  
c Accounting ........... 823,327 246,998 576,329  
d Lobbying ........... 522,864 522,864    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 3,448,241   3,448,241  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 59,837,075 53,103,810 6,356,404 376,861
12 Advertising and promotion .... 4,529,942 4,104,276 425,666  
13 Office expenses ....... 7,922,032 6,509,184 1,203,494 209,354
14 Information technology ...... 23,114,915 21,322,107 1,742,123 50,685
15 Royalties .. 62,359 62,359    
16 Occupancy ........... 34,369,958 29,405,193 4,511,139 453,626
17 Travel ............ 2,299,513 1,680,769 319,787 298,957
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 3,023,634 3,023,634    
20 Interest ........... 19,078,691 19,078,691    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 85,146,765 78,564,167 6,582,598  
23 Insurance ... 50,106,970 50,106,970    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Supplies 325,049,408 324,073,140 913,151 63,117
b Medicare Provider Tax 31,650,200 31,650,200    
c Bad Debt 25,533,834 25,533,834    
d Equipment Rent/Purchase 24,594,780 24,295,285 251,006 48,489
e All other expenses 24,615,002 22,278,120 2,291,873 45,009
25 Total functional expenses. Add lines 1 through 24e 1,602,797,610 1,519,374,104 76,054,443 7,369,063
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 665,260 1 137,223
2 Savings and temporary cash investments ......... 125,216,704 2 105,335,227
3 Pledges and grants receivable, net ...... 25,454,575 3 18,451,542
4 Accounts receivable, net ............. 227,898,510 4 279,821,200
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........ 21,988,764 8 23,591,086
9 Prepaid expenses and deferred charges ...... 13,896,804 9 10,895,567
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,187,019,077
b Less: accumulated depreciation 10b 1,049,999,923 1,188,020,743 10c 1,137,019,154
11 Investments—publicly traded securities . 1,002,287,644 11 920,413,458
12 Investments—other securities. See Part IV, line 11 ..... 355,066,000 12 388,986,000
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 37,681,764 15 35,455,699
16 Total assets. Add lines 1 through 15 (must equal line 34)... 2,998,176,768 16 2,920,106,156
Liabilities 17 Accounts payable and accrued expenses ..... 422,667,076 17 415,969,958
18 Grants payable ... 22,396,810 18  
19 Deferred revenue .........   19 13,436,657
20 Tax-exempt bond liabilities ......... 544,806,993 20 533,566,813
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other 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 .. 323,478,272 23 325,855,862
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 75,507,984 25 79,009,819
26 Total liabilities. Add lines 17 through 25.. 1,388,857,135 26 1,367,839,109
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 994,926,156 27 951,227,673
28 Temporarily restricted net assets ........... 359,376,100 28 343,719,589
29 Permanently restricted net assets 255,017,377 29 257,319,785
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 1,609,319,633 33 1,552,267,047
34 Total liabilities and net assets/fund balances ........ 2,998,176,768 34 2,920,106,156
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,682,859,788
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,602,797,610
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
80,062,178
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,609,319,633
5
Net unrealized gains (losses) on investments ...............
5
-9,446,610
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
-48,210,823
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-79,457,331
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,552,267,047
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the 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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
Rush University Medical Center
 
Employer identification number
36-2174823
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2015)

Additional Data


Software ID:  
Software Version:  
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 BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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 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 function 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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
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)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(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
 
677,283
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
73,019
j
Total. Add lines 1c through 1i ....................................................................................................
750,302
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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible 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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Part II-B, Line 1: Lobbying activities consist of promoting legislation that would protect and promote the continued ability of the organization to further its exempt purpose of providing excellence in healthcare. A portion of the lobbying expenditure stems from dues to hospital organizations that lobby on behalf of the healthcare industry.
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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 can 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" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 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, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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)
Revenue included on 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 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on 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 .... 521,164,012 521,793,095 475,694,471 435,858,404 439,974,344
b Contributions ... 4,047,128 4,864,889 6,566,825 5,587,306 9,454,670
c Net investment earnings, gains, and losses -2,040,476 11,650,065 56,203,563 50,675,689 2,456,570
d Grants or scholarships ... 2,629,194 1,830,428 1,782,744 1,682,157 1,796,055
e Other expenditures for facilities
and programs ...
14,807,856 14,809,823 14,424,023 14,323,141 13,819,062
f Administrative expenses .... 454,944 503,786 464,997 421,630 412,063
g End of year balance ...... 505,278,670 521,164,012 521,793,095 475,694,471 435,858,404
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet1.000 %
b
Permanent endowment SchDMd Bullet50.000 %
c
Temporarily restricted endowment SchDMd Bullet49.000 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
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" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...   8,643,691 8,643,691
b Buildings   1,623,593,310 676,027,174 947,566,136
c Leasehold improvements   42,864,835 35,531,042 7,333,793
d Equipment ...   498,929,338 338,441,707 160,487,631
e Other ...   12,987,903   12,987,903
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,137,019,154
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. 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 388,986,000 F
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 388,986,000
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Swap Valuation 23,141,140
Pension Liabilities 27,862,156
IMD Loan 329,583
Securities Lending Liabilities 7,427,757
Annuities-Philanthropy 580,140
Asset Retirement Cost 19,669,043
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 79,009,819
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 1,689,961,391
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -7,701,891
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e -7,701,891
3 Subtract line 2e from line 1.................. 3 1,697,663,282
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 3,448,241
b Other (Describe in Part XIII.) ........... 4b -18,251,735
c Add lines 4a and 4b.................... 4c -14,803,494
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,682,859,788
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 1,613,472,977
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 XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 1,613,472,977
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 3,448,241
b Other (Describe in Part XIII.) ............ 4b -14,123,608
c Add lines 4a and 4b..................... 4c -10,675,367
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,602,797,610

Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part XI, Line 4b - Other Adjustments: Bad Debt Expense booked as reduction of revenue 25,533,834. Restricted investment losses -3,206,817. Net assets released from restriction -921,310. Cost of Goods reported in revenue section of 990 -35,929,364. Rental Expense reported in revenue section of 990 -11,079,629. Fundraising expenses booked as reduction in revenue 7,351,551.
Part XII, Line 4b - Other Adjustments: Bad Debt Expense booked as reduction in revenue 25,533,834. Cost of Goods reported in revenue section of 990 -35,929,364. Rental expesne reported in revenue section of 990 -11,079,629. Fundraising expenses booked as reduction in revenue 7,351,551.
Schedule D Part V Line 4 -The endowments are used to fund professorships (41%), research (13%), free care (9%), student financial aid (11%), education and fellowships (12%) and other programs (14%).
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




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.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 its grants and
other 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 its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Program Service Self Insurance 2,179,000
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Program Service Charitable Health Care and healthcare related conferences. 23,607
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Program Service Charitable Health Care and healthcare related conferences. 103,718
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Program Service Charitable Health Care and healthcare related conferences. 508,248
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Program Service Charitable Health Care and healthcare related conferences. 89,626
North America - Canada and Mexico, but not the United States 0 0 Program Service Charitable Health Care and healthcare related conferences. 670,439
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Program Service Charitable Health Care and healthcare related conferences. 19,989
Central America and the Caribbean 0 0 Investments   62,494,258
Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 Program Service Charitable Health Care and healthcare related conferences. 14,448
Russia and Neighboring States - Armenia, Azerbijan, Belarus, 0 0 Program Services Charitable Health Care and healthcare related conferences. 6,000
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 66,088,885
b Total from continuation sheets to Part I ... 0 0 20,448
c Totals (add lines 3a and 3b) 0 0 66,109,333
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
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. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
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) 2015
Schedule F (Form 990) 2015Page 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.
Part III can be duplicated 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) 2015
Schedule F (Form 990) 2015
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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 separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (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, Information 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Part I, Line 2: RUMC did not issue grants to foreign organizations or individuals. The amounts presented were for foreign travel to assist countries in time of need and for participation in foreign held seminars and conferences. There were also payments to foreign vendors for purchases and to foreign individuals for services rendered. These were verified through purchase requisitions, validations and invoices.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2015
Additional Data


Software ID:  
Software Version:  



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" on 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 arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
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.


(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 contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

Fashion Show
(event type)
(b) Event #2

Associates Board Gala
(event type)
(c) Other events

3
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

695,429

304,567

479,919

1,479,915

2

Less: Contributions . . . .

463,881

304,567

270,814

1,039,262
3 Gross income (line 1 minus
line 2) . . . . . .

231,548

 

209,105

440,653



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .   42,380   42,380
6 Rent/facility costs . . . . 58,119 12,760 32,918 103,797
7 Food and beverages . . . 71,855 62,653 87,094 221,602
8 Entertainment . . . . 2,000 9,395 99,179 110,574
9 Other direct expenses . . . 200,211 28,571 56,569 285,351
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 763,704
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -323,051
Part III
Gaming. Complete if the organization answered "Yes" on 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 . . . . .

 

 

80,090

80,090
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

5,000

5,000

3

Noncash prizes . . . .

 

 

7,850

7,850

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

200,211

28,571

56,569

285,351


6


Volunteer labor . . . .
%
%
100.000 %


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

12,850

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

67,240

9
Enter the state(s) in which the organization conducts gaming activities: IL
a
Is the organization licensed to conduct 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:
 
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 3
11
Does the organization conduct 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? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
100.000 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Patty Ruiz Ostrow Reisin Berk Ab
Address right arrow
455 N Cityfront Plaza Dr Suite 1500
Chicago,IL60611
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 of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Catherine Kenyon
Gaming manager compensation right arrow $ 0
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$ 67,240
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2015
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did 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
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance 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 Financial Assistance at cost
(from Worksheet 1) . . .
    27,055,249   27,055,249 1.720 %
b Medicaid (from Worksheet 3, column a) . . . . .     279,491,416 202,880,144 76,611,272 4.860 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     306,546,665 202,880,144 103,666,521 6.580 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).   461,934 6,601,670 1,142,827 5,458,843 0.350 %
f Health professions education (from Worksheet 5) . . .     143,991,327 91,504,508 52,486,819 3.330 %
g Subsidized health services (from Worksheet 6) . . . .     258,897,613 217,118,540 41,779,073 2.650 %
h Research (from Worksheet 7) .     142,120,479 102,903,472 39,217,007 2.490 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     231,308   231,308 0.010 %
j Total. Other Benefits . .   461,934 551,842,397 412,669,347 139,173,050 8.830 %
k Total. Add lines 7d and 7j .   461,934 858,389,062 615,549,491 242,839,571 15.410 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(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     58,500   58,500 0 %
3 Community support   944 70,454   70,454 0 %
4 Environmental improvements            
5 Leadership development and
training for community members
  1,700 74,841   74,841 0 %
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development   4,411 4,617,919   4,617,919 0.290 %
9 Other            
10 Total   7,055 4,821,714   4,821,714 0.290 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did 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. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
7,905,115
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
271,423,045
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
259,353,894
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
12,069,151
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
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(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 %
11 Rush Surgicenter
 
Healthcare 51.090 %   48.910 %
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?1
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 Rush University Medical Center
1653 W Congress Parkway
Chicago,IL60612
www.rush.edu
0001917
X X X X X X X      
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Rush University Medical Center
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): See Part V Section C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
Rush University Medical Center
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
www.rush.edu/sites/default/files/financial-assistance-policy-2016.pdf
b
www.rush.edu/sites/default/files/financial-assistance-application.pdf
c
d
e
f
g
h
i
Billing and Collections
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

Rush University Medical Center
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 7
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Rush University Medical Center Part V, Section B, Line 5: Over a period of 18 months, multiple stakeholders have engaged in significant reflection in preparation for Rush's second iteration of the Community Health Needs Assessment (CHNA). At Rush, the process was led by the Center for Community Health Equity (www.healthequitychicago.org), coordinated by the Office of Community Engagement and Practice, and overseen by the Building Healthy Communities Steering Committee. First, the Rush team reviewed its initial CHNA reports, benchmarked them against others produced three years ago in the region and assessed whether the reports contained the right content to enable us to make an impact. We sought to include more stakeholders in our process of developing the CHNA. We began by gathering input from community members as well as from Rush faculty, students and staff (especially those who live in our service area). We sought perspective from our colleagues at health systems and public health entities in the area; community leaders and members; our colleagues in the Center for Community Health Equity based at Rush University and DePaul University; and those participating in the Health Impact Collaborative of Cook County, a collaborative group convened by the Illinois Public Health Institute and consisting of 26 hospitals, seven health departments and more than 100 community-based organizations. As we developed our recommended actions for this iteration of the CHNA, we again sought input from our key stakeholders. To see everyone who engaged in this process and Rush worked with, please view our CHNA online and proceed to Appendex 2 on Page 73.
Rush University Medical Center Part V, Section B, Line 6a: Rush conducted its CHNA with the Health Impact Collaborative of Cook County. This initiative is one of the largest collaborative CHNAs in the country with the current involvement of 22 nonprofit and public hospitals, along with seven local health departments, and representatives of more than 100 community organizations serving on action teams. Rush also followed best practice to complete a comprehensive CHNA and Community Health Improvement Plan (CHIP) for both Rush University Medical Center and Rush Oak Park Hospital.Participating partner hospitals in the Health Impact Collaborative of Cook County (as of June 2016): Advocate Children's Hospital (adjunct) Advocate Christ Medical Center Advocate Illinois Masonic Medical Center Advocate Lutheran General Hospital Advocate South Suburban Medical Center Advocate Trinity Hospital Gottlieb Memorial Hospital Loyola University Medical Center Mercy Hospital & Medical Center NorthShore Evanston Hospital NorthShore Glenbrook Hospital NorthShore Skokie Hospital Norwegian American Hospital Presence Holy Family Medical Center Presence Resurrection Medical Center Presence Saint Francis Hospital Presence Saint Joseph Hospital Presence Saints Mary and Elizabeth Medical Center Provident Hospital RML Specialty Hospitals Roseland Community Hospital John H. Stroger, Jr. Hospital of Cook County
Rush University Medical Center Part V, Section B, Line 6b: Participating health departments in the Health Impact Collaborative of Cook County: Chicago Department of Public Health Cook County Department of Public Health Evanston Health Department Oak Park Health Department Skokie Public Health District Stickney Health Department
Rush University Medical Center Part V, Section B, Line 7d: Rush has actively worked to promote its Community Health Needs Asswssment (CHNA), bringing it to meetings with community based organizations across the entire west side of Chicago, as we view this as a public good for our respective communities.
Rush University Medical Center Part V, Section B, Line 11: Rush's previous Community Health Implementation Plan had different identified main strategies for the year ending June 30, 2016 for Rush University Medical Center and Rush Oak Park Hospital respectively. However, as Rush adopted a new Community Health Needs Assessment as a system in June 2016 and therefore a new CHIP in November of 2016, we understand we must relate our efforts ended on June 30, 2016 to the newly adopted CHIP. Rush's newly adopted Community Health Implementation Plan (CHIP), as of November 2016, is a direct reaction to the CHNA needs identified in partnership with the Health Impact Collaborative of Cook County in June 2016. Rush has taken a robust approach to alleviating the identified needs. Our newly adopted CHIP is as follows, which we will connect some of our efforts prior to this adoption as prescribed:1.Goal: Reduce inequities caused by the social, economic and structural determinants of health During the year ending June 30, 2016, Rush has actively been engaged in the Health Impact Collaborative of Cook County since its inception, the Healthy Chicago Hospital Collaborative, and the Accountable Health Communities Grant application / Collaborative, a reaction to the Centers for Medicare and Medicaid Innovation to look at the social determinant needs of communities with hardship. Rush has been on the steering committee of all the organizations, which represent many health departments, all city and most county hospitals, and 100+ community based organizations. Rush has been tackling the social determinant of transportation for patients to and from the hospital system as well as their appointments and social service needs outside of Rush by providing taxi vouchers, and has been exploring and plans to adopt a partnership with a RideShare organization.Rush has actively been working to improve educational attainment through existing longstanding programs such as a partnership with Malcolm X College, Crane Medical Preparatory, and many K-12 programs in affiliation with our Science and Math Excellence Network (SAME) program. 2.Goal: Improve access to mental and behavioral health services Rush has actively been working to address the mental and behavioral health needs of our patients and communities by having social work services offered to our primary care, inpatient, and emergency department patients. In addition, having the College of Nursing and Rush Community Based Practices offering mental health services in the community, for example at Simpson Academy for Young Women, the College of Nursing Faculty Practice sites, and many community sites. Rush has also offered mental/behavioral health services through the Health Legacy Program for Women. The Health Legacy Program for Women is an evidenced based chronic disease program that also addresses mental/behavioral health needs of the participants such as stress, trauma, and life events.3.Goal: Prevent and reduce chronic disease by focusing on risk factors Rush will be implementing more systematic approaches to chronic disease including food and tobacco efforts post adoption of the CHIP in November 2016, but this is building on existing efforts in mental/behavioral health that existed prior to the new CHNA adoption for the year ending June 30, 2016. Healthy Motivations is Rush Oak Park Hospital's community wellness program. It provides free educational seminars and fitness classes, which are designed to help community members lead healthier lives and address chronic disease. Healthy Motivations provided education on topics such as heart and vascular disease, preventive health and depression.The Rush Community Service Initiative Program Clinic at Facing Forward to End Homelessness, is a student and employee led wellness clinic that occurs on a weekly basis and focuses on disease management, access to healthy food, and tobacco control. Lastly, the Health Promotion: Chronic Disease Self-Management Program through Rush's Department of Health and Aging offers interactive, six-week workshops to help those with ongoing health conditions - such as arthritis, heart or lung disease and asthma - maintain control and confidence in managing their health while doing the things that matter most in life.4.Goal: Increase access to care and community services Rush's relationship with CommunityHealth as a Rush Community Service Initiative Program (RCSIP) clinical program provides free preventive and primary health care services to members of the community who cannot afford or are ineligible for medical insurance. This service improves access to care by offering health services ranging from routine physicals and immunization programs to a full laboratory and pharmacy. The Faculty Practice and Outreach administered by the College of Nursing and the Office of Community Engagement, provides healthcare services to underserved individuals, families, and communities at a variety of diverse community practice sites. These sites include School-Based Health Centers, employee wellness programs, women's health clinics, nurse practitioner primary care, and case management programs for mental illness and substance abuse.
Rush University Medical Center Part V, Section B, Line 13h: The State of Illinois requires that hospitals make a good faith effort to identify "presumptive" charity care for uninsured patients under 200% of FPL. We complete this process by receiving the Federal Guidlines Program ("FPG")information from a 3rd party vendor for all uninsured patients.In addition to meeting financial and residency requirements, individuals applying for financial assistance must: cooperate with Rush and provide information and documentation truthfully and in a timely manner; make a good faith effort to honor the terms of reasonable payment terms on open balances if the individual qualifies only for a partial discount; notify Rush of any change in financial situation which may impact the individual's eligibility for financial assistance or payment plan; AND agree to apply for local, state or federal assistance for which the individual may be eligible to help pay for some or all of the individual's hospital bill.
Rush University Medical Center Part V, Section B, Line 20e: Rush conducts all of the efforts described in lines 20a-d prior to initiating any of the extraordinary collection activities (ECA) identified by line 19. The only ECA that Rush engages in is to report unpaid balances to credit agencies, which generally occurs no sooner than 540 days after the date on which the service giving rise to the unpaid balance was provided.
Rush University Medical Center Part V, Section B, Line 22d: The state of IL requires 100% free care for uninsured patients with incomes less than 200%. We have extended that to include patients (insured or uninsured) with incomes up to 300%. Rush has historically offered this type of financial assistance and we budget for this expense as part of our community benefits. The 75% Limited Income discount for patients from 301% - 400% is similar in that Rush felt these patients also warrant assistance for patient liabilities. Our uninsured discount is 68%, so this is an increase from that amount. In addition, many insured patients that need assistance with patient liability will receive the 75% Limited Income discount.
Part V, Section B Line 7a https://www.rush.edu/about-us/community-service/community-health-needs-assessment
Part V, Section B Line 10 https://www.rush.edu/sites/default/files/community-health-implementation-plan.pdf
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 8
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care 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) 2015
Schedule H (Form 990) 2015
Page 9
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.
Form and Line Reference Explanation
Part I, Line 3c: All uninsured patients whose income is at or below 200% of FPG are automatically granted free care under Rush's Presumptive Charity Care Program. Rush utilizes data received from a third party vendor that is filed with the major credit bureaus to determine whether the patient's income meets the income threshold. Charges for services rendered to patients meeting this threshold are written off in full prior to a bill being sent to the patient. A patient may also be eligible for presumptive charity care if the patient is eligible for Medicaid for other dates of service or services deemed non-covered by Medicaid; the patient is enrolled in, or eligible for, an assistance program for low income individuals; or the patient is homeless, deceased with no estate, or mentally incapacitated with no one to act on the patient's behalf. All uninsured patients not meeting the requirements of presumptive charity care are automatically granted an uninsured patient discount ranging from 68% to 33%, based on income level. The uninsured patient discount is an Illinois state mandated discount based on Rush's cost to charge ratio which is updated annually. Patients may complete an application to determine eligibility under Rush's Charity Care and Limited Income Programs, one of the programs included in the Financial Assistance Policy. Both programs are income-based and utilize an asset test to determine eligibility. Patients meeting the asset test whose income is 201-300% of FPG qualify for 100% discount to their hospital bill; patients meeting the asset test whose income is 301-400% FPG qualify for a 75% discount to their hospital bill. Discounts under both programs may be applied after primary insurance payment to cover deductibles, coinsurance, and copays.
Part I, Line 6a: The Community Benefit Report for Rush University Medical Center (RUMC) is a separate report prepared by Rush. Rush prepares and files the Annual Non-Profit Community Benefit Plan Report with the Attorney General's Office of the State of Illinois which report includes Schedule H information about ROMC and ROPH. For the purpose of Schedule H, only financial information for RUMC is reported. There is no data included for ROPH.
Part I, Line 7: The calculation of the ratio of patient cost to charges was determined utilizing RUMC's 2016 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 FY16 As-Filed Medicare Cost Report.
Part I, Line 7g: Rush has included Rush owned physician clinics in subsidized health. There is $205,150,444 in costs in line 7g which represents these clinics.
Part I, Ln 7 Col(f): 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 $25,533,834.The calculation of the ratio of patient cost to charges was based on Rush's FY16 filed Medicare Cost Report. This cost to charge ratio is applied to Part I, line 7a and 7b. Rush calculates a separate cost to charge ratio for subsidized health services which more accurately portrays those services. Rush utilizes a cost accounting system to calculate a separate cost to charge ratio for physician clinics and hospital service lines. Those services are then combined to derive a unique cost to charge ratio for subsidized health services. The cost accounting system was used to calculate Lines 7e, 7f, 7h, and 7i.
Part III, Line 2: The cost for the total bad debt provision of $25,533,834 was calculated using the FY16 As-Filed Medicare Cost report as a source for computing an overall cost-to-charge ratio. This reduces the bad debt expense of $25,533,834 to cost of $7,905,115. Due to the process that Rush and other hospitals must facilitate to prove a patient's 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 can be classified as bad debt write-offs due to a lack of support information. This can create a reported charity care amount that is not representative of the true amount of free care provided to low income and indigent patients. This can create a situation in which patients can be mistakenly classified as bad debt that could actually be classified as charity care, but cannot be confirmed. As a matter of policy, this wouldn't happen, but can on occasion.
Part II, Line 2 Economic Development refers to the Community Building Activity: CaseThis program fosters strategic relationships between anchor institutions (universities, cultural institutions, hospitals, government, businesses, etc.) and small businesses who can supply their needs, to build economic vitality across Chicago's neighborhoods. Rush contributed $58,500
Part II, Line 3 Rush University Medical Center is involved in numerous community building activities which promote the health of the communities it serves. Numerous community concerns are addressed, including health improvement, education, workforce development and access to care. We also encourage our employees to serve on community collaboration boards, health advocacy programs, and physical improvement projects to promote the health of the communities we serve. As well, we work with neighborhood programs, including schools, work sites and safety net providers to promote health and wellness and prevent disease. Specific Programs:In order to promote the health of the community we serve, our hospital participates in extensive community building activities which are not a part of Part I Charity Care and Other Community Benefits. These activities include:Economic development: creating new employment opportunities in an area with traditionally high jobless rates.Case - Chicago Anchors for a Strong EconomyCommunity support: operation of a reduced cost childcare center and public health emergency activities:Adopt-A-Family ProgramCoalition of HopeMLK Day of Service and Memorial ServiceEmergency PreparednessRush Heart WalkRush United Way CampaignSankofa InitiativeThe Albert Schweitzer Fellows ProgramsLeadership development and training for community members: providing medical interpretation skills training for area residents:Chicago United Equal OpportunityCommunity Outreach InitiativesOther: Contributions to area missions of expired equipment and supplies.
Part II, Line 8 There are a number of Workforce development expenses this year.A total of $4,617,919 dollars were contributed to Workforce Development:Building Healthy Urban Communities (BMO Grant) Health Systems Management - $724,170 INROADS - $223,532 Mini Medical School - $3,423 SAME Early Childhood Enhancement Program - $77,669SAME High School Intern Program - $72,410SAME College Preparatory Enrichment Program CPEP - $117,074 SAME College Program - $69,061 SAME Network Primary Education Program - $79,059 Science And Math Excellence (SAME) Network - $331,901 Tuition Forgiveness Program - $1,293,292Health Ambassadors Club - $13,643
Part III, Line 4: During FY16, Rush's reported provision for bad debts was a total of $25,533,834 which equates to $7,905,115 at cost based on an overall cost to charge ratio. RUMC provides additional information on the bad debt expense in footnote #2 of the financial statements.
Part III, Line 8: The calculation of the ratio of patient cost to charges was calculated utilizing RUMC's 2016 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 FY16 As-Filed Medicare Cost report. There is a Medicare surplus of $12,069,151.
Part III, Line 9b: Rush attempts to notify patients of our financial assistance policy by means of our billing statements that are issued to patients when a balance is due. There is language in all billing statements that financial assistance is available. In addition our collection agencies will make an effort on our behalf to notify patients of Rush's financial assistance policy before placing accounts with the credit bureau. Accounts are not placed with the credit bureau until such action as occurred.
Part VI, Line 2: As an academic health system, Rush assessed the health needs of the communities which it serves in a very collaborative approach. As described in our Community Health Needs Assessment (CHNA), https://www.rush.edu/sites/default/files/rush-chna-august-2016.PDF, Rush took a very comprehensive, collaborative approach for its new CHNA, working as part of the Health Impact Collaborative of Cook County (http://healthimpactcc.org/) one of the largest CHNA collaboratives in the country - consisting of 26 hospitals, 7 health departments, and 100+ community based organizations. Rush recognized the importance of collaborating and aligning to improve health, and helped organize numerous community focus groups and a county-wide survey to discuss health needs of our constituents and ways in which we would improve with the community at the center of the approach. Rush defined its service area on the communities spanning between its two hospitals, Rush University Medical Center and Rush Oak Park Hospital. For its second CHNA, Rush decided to approach its community assessment by looking at community areas rather than specific zip-codes, as communities are more connected to their respective neighborhoods rather than zip-codes that might split communities and not completely align. RUMC and ROPH's service area includes the communities of the west side communities in Chicago: Near West Side, Lower West Side, West Town, East Garfield Park, West Garfield Park, North Lawndale, South Lawndale, Austin, Oak Park, River Forest, and Forest Park. The west side of Chicago faces some of the greatest hardship in the entire city of Chicago - for example, one might travel three stops on the El train and the life expectancy can vary by 10-15 years strictly based on the community which you might be in. These geographical areas encompass the location of the medical center as well as the locations of sites for a significant number of community outreach efforts, such as health access programs, wellness centers and healthcare pipeline and workforce development programs.Chicago, like any large urban city, surveys the health services it provides to its citizens. The Chicago Department of Public Health (CDPH) established a strategic planning process aimed to focus the energies of the department into a plan, Healthy Chicago 2.0, which set organizational priorities and guides the allocation of public health resources. Rush worked to align around these areas of improvement and is consistently meeting about Healthy Chicago 2.0 within the workgroups to assess needs.Rush recently adopted its second Community Health Needs Assessment (CHNA) and corresponding Community Health Implementation Plan (CHIP) as required by the Internal Revenue Service in compliance with the Affordable Care Act. The CHNA and implementation plan were completed during fiscal year 2016 and the board approved the CHNA for FY17-19 and the CHIP was approved in November 2016. A copy of the CHNA and CHIP is available online as described above. The CHIP is closely monitored on an ongoing basis through outcome indicators and continuous data collection and will be further detailed in future Schedule H's as we embark on our continued journey.While Rush completed its most recent CHNA in 2016, it continuously plans to monitor and evaluate needs outside of the defined CHNA tax years. Rush is an active member for the steering committee of the Health Impact Collaborative of Cook County (HICCC), and will remain engaged in a leadership role to ensure that we assess the needs of our communities collaboratively, continuously, and beyond our CHNA required years. We have plans to evaluate our programs each year with common denominators across the health systems when possible for those institutions that participate in the HICCC. Rush is also actively engaging its community stakeholder groups across the entire West Side and having continuous "listening sessions" to reflect on needs and our actions to alleviate hardship. In addition, Rush participates in aldermanic and community town halls to get community feedback on our efforts, as the system aims to ensure that our efforts align with the needs and desires of our community stakeholders. We have also ensured that our newly defined community health needs are being brought to the broadest of stakeholders to get their feedback about our work - patients, community residents, employees that live on Chicago's West Side, community based organizations, the city/county, and other healthcare facilities. We also have begun to set evaluation plans internally and externally to assess our current three year CHNA cycle and the associated improvements. Our CHIP workgroups include stakeholders from the aforementioned communities, as we must complete this work together to truly make a difference.Rush is also actively assessing needs of the west side through its anchor mission work, which has been adopted by the Board of Trustees as the end of tax year 2015. This involves assessing the economic wellbeing of our neighborhoods and determining if Rush can do more to help the Wesr Side of Chicago through investment, hiring, and locally-based economic activity. Rush will continue to work on this with partner stakeholders to develop goals to improve the economic wellbeing of Chicago's West Side given the high unemployment and poverty rates.
Part VI, Line 3: In keeping with RUMC's mission to provide comprehensive, coordinated health care services to our patients, RUMC offers several financial assistance programs to help patients with their hospital bill.Through utilization of a patient eligibility service RUMC 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 and ensuring that patients have the opportunity to obtain insurance. 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 provided a benefit well beyond their health care at RUMC.To assist the patient in deciding which is the right program for them, RUMC 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. RUMC makes all financial assistance information and policies available on the hospital's website.
Part VI, Line 4: Rush provides patient care services to a much broader audience than is defined in its CHNA, but Rush defines its respective community as the West Side of Chicago. Rush purposely chose to define its community for the CHNA as the geographic area between the hospitals because this is an area of great need and some hardship and we are in their backyard. Rush's patient population is varied in regard to ethnicity, economic status and insurance status, but many on the west side face hardship and are members of more vulnerable populations - racial/ethnic minorities, lower socio-economic status, crowded housing, higher levels of joblessness and less access to education, transportation, and other community resources such as grocery stores and healthcare centers. Rush's defined community, the West Side of Chicago, while incredibly resilient, faces some of the greatest hardship and health disparities in the City of Chicago - Rush hopes to serve as an anchor to alleviate some of these issues through the empowerment of communities and the wonderful individuals that call the West Side home. Some of the general population demographics are that we are seeing a great deal of diversity in our communities served. For example, there are approximately 500,000 people living in our defined west sides communities. The racial / ethnic breakdowns of our communities are quite diverse, with Austin, West and East Garfield Park, and North Lawndale averaging at least 85% of the population identifying as black, South Lawndale and Lower West Side being over 80% Hispanic/Latino and Forest Park, Oak Park, and River Forest being more varied, with whites making up the majority. We also recognize that there are a great number of youth in our communities, with 19 and under making up in some communities close to a third of the population.The City of Chicago's hardship index ranks each community area's socioeconomic hardship on a scale of 0-100, with a higher number representing a greater level of hardship. The index measures: socioeconomic indicators of public health significance; the percentage of occupied housing units with more than one person per room; the percentage of households living below the federal poverty level; the percentage of people over 16 who are unemployed; the percentage of people over 25 without a high school diploma; the percentage of the population that is under 18 or over 64; per capita income. We know that most of our communities fall under the definition of "high hardship" in particular East Garfield Park, West Garfield Park, Austin, North Lawndale, South Lawndale, Lower West Side, and Austin.Some highlighted demographic information of our respective communities is that they face some of the greatest hardship in the City of Chicago. For example, life expectancy varies widely on the West Side of Chicago, as if you travel from the Loop to the West Side, in particular the West Garfield Park Community, life expectancy goes from 85 years to just under 69 years. If you look at issues such as insurance status, we have some of the highest need communities, with 34.8% of the population in South Lawndale lacking health insurance. Income segregation and employment is also of high need in some of our areas, with North Lawndale having a median household income of $23,066 and an unemployment rate of 27.4 in West Garfield Park. There are many other hospitals serving these communities, but we know that access to care and community resources is still of great need and that we must work together to improve the health of our communities. Based on market scan and our community health needs assessment, we have identified 15+ hospitals located in our communities. For more information on our neighborhood breakdowns and specific demographic information, please visit our FY17-FY19 CHNA at https://www.rush.edu/quality-care/commitment/community-benefits/community-health-needs-assessment
Part VI, Line 5: RUMC has provided high quality services to underserved populations for many years through ongoing successful community-based programs and partnerships. Examples include opening the Rush Adolescent Family (AFC) center 42 years ago to provide reproductive health care, prenatal care and pregnancy prevention services to underserved adolescents. Over 25 years ago, Rush opened two school health centers at Chicago Public Schools (CPS) to provide safety-net care to vulnerable adolescents living in high poverty communities. These health centers continue to thrive and Rush has added a third school health center at a school for pregnant and/or parenting girls in sixth through twelfth grade. The Science and Math Excellence (SAME) network was started over 25 years ago to narrow the gap in math and science test scores between schools on the South and West sides of Chicago and schools in more affluent neighborhoods. Another example of Rush's commitment is the development of Rush Community Service Initiative Program (RCSIP) 26 years ago. This all volunteer program was developed to meet the health needs of Chicago's West side residents.RUMC is a founding member of the Medical Home Network Accountable Care Organization. The Medical Home Network (MHN) Accountable Care Organization (ACO) spawned out of the Medical Home Network, a 501c3 data and technology collaborative founded by the Comer Science and Education Foundation to address problems accessing health care in populations with Medicaid living on Chicago's South and Southwest sides. The goal of both the MHN and MHN ACO is to collaborate to transform the current care delivery system to improve patient care coordination and access to health care services, while reducing cost and fragmentation. The MHN ACO consists of three west side hospitals (including Rush University Medical Center) and nine Federally Qualified Health Centers. Rush takes a leadership role in the MHN through board representation, providing the Better Care Teams education program to MHN clinicians and more recently by providing complex care coordination for the most at-risk MHN patients within the ACO covered lives panel of 80,000+ patients.RUMC and the Cook County Health and Hospitals System collaborated to create the Ruth M. Rothstein CORE Center in 1998. The CORE Center is the nation's first public-private outpatient facility dedicated to the care of people with HIV/AIDS. Today, it is the largest, most comprehensive provider of HIV/AIDS treatment in the Midwest. Faculty members from Rush and Stroger Hospital work side-by-side delivering care to this population. The Center also serves patients with tuberculosis, hepatitis and other infectious diseases. Clinical research projects at the center seek new answers in screening, treating and halting the spread of infectious diseases.RUMC is also a founding and active member of the Illinois Medical District Hospital Emergency Preparedness Coalition (IMD HEPC). The mission of this coalition is to create and maintain a community wide emergency management interoperability within one of the nation's largest urban healthcare, educational, research and technology districts resulting in minimal loss of life and reduced collateral damage to surrounding structures and the environment during a disaster.This past year, RUMC provided over 12,200 clinic visits to the most at-risk underserved populations through numerous community based programs and partnerships at no charge to the patients.
Part VI, Line 5 Rush Community Service Initiatives Program (RCSIP) Clinics are run by RUMC clinicians and Rush student volunteers. The clinics offer physical exams, health education, free basic medications, procedures such as wound care and use referrals to help patients establish primary and/or specialty care relationships that are affordable or available through charity care. Examples of these clinics include: (1). The RCSIP Clinic at Franciscan House is located within the Franciscan House homeless shelter for adult men and women. Approximately 100 patients are seen weekly; over 2,300 healthcare encounters were provided during FY 2016. (2). The RCSIP Clinic at Freedom Center serves adult males that are in rehabilitation for substance abuse issues. The clinic is housed within the Salvation Army's Harbor Light Center and provided healthcare to approximately 200 men during FY 2016. (3). The RCSIP Clinic at Chicago City Church serves homeless and other at-risk adults. Over 200 patients were seen at this clinic during FY 2016.The Department of Pediatrics has several long-standing programs for underserved children. Examples of these programs include, since its inception in 1997, Rush's Kids-SHIP initiative has provided healthcare services to homeless children and adolescents through a medical outreach team. The team also provides any necessary follow-up care at the Pediatric Primary Care Center at Rush. The Chicago Coalition for the Homeless estimates that approximately 26,000 youth experience homelessness in Illinois over the course of a year. The majority of these children and adolescents have no primary care physician and no medical home. Many of these children do not receive routine childhood immunizations and, because of the irregularity of their medical care, have no record of their medical history. Due to their desperate need for comprehensive healthcare tailored to their physical, emotional and logistical needs, these underserved pediatric populations are the focus of Rush's Kids-Shelter Health Improvement Project (Kids-SHIP). The Kids-SHIP medical outreach team is made up of an attending pediatrician from Rush, pediatric residents from Rush Medical College and Stroger Hospital, and medical students from Rush who travel to nine homeless shelters on the West and South Sides of Chicago to provide on-site medical services to children and adolescents. In FY2016, the Kids-SHIP physicians completed approximately 600 patient visits. By initiating contact with homeless children and providing onsite medical care, this program has reduced barriers to care and improved the overall health status of this homeless population. Additionally, Kids-SHIP has encouraged the use of available healthcare resources, including provision of a medical home at Rush, among homeless families.Rush provides Pediatric Subspecialty physician services at or below cost to Stroger Hospital in order to provide advanced, high-quality, subspecialty medical care to the patients there through the Rush-Stroger Affiliation Agreement-Pediatrics Program. The Pediatric subspecialty medical services include: Pediatric Allergy/Immunology; Pediatric Critical Care; Pediatric Endocrinology; Pediatric Gastroenterology; Pediatric Infectious Disease; Pediatric Neurology; Pediatric Nephrology; and Pediatric Pulmonary Medicine. The Rush Section of Pediatric Critical Care provides the majority of physician coverage for the Stroger Pediatric ICU. The Department of Pediatrics at Rush volunteers with the Chicago Department of Public Health (CDPH) to provide care for complex tuberculosis patients at West Town Neighborhood Health Centers for half days every other week. The Pediatric Infectious Disease Faculty Outreach program provides access to specialized medical expertise for immigrant, minority, and underserved populations with tuberculosis. For almost two decades, the Department of Pediatrics has provided medical supervision for children with HIV at Children's Place, a Chicago residence and day care center for children infected with or affected by HIV. Pediatric Infectious Disease subspecialists from Rush provide HIV evaluations and care for children with HIV who are adopted from foreign countries through dedicated adoption agencies such as Adoption-Link. During FY2016, approximately 600 individuals received services through this outreach program.In addition to RCSIP and the Pediatric Department, other community based programs are sponsored by Rush for at-risk individuals. Examples of these include:The RUMC Adolescent Family Center (AFC) provides reproductive healthcare, prenatal care, gynecological care, pregnancy prevention programs, STD testing and treatment, and community health education to underserved Chicago area youth. All of the AFC's services are provided regardless of income or ability to pay for care. Although the AFC draws patients from over 107 Chicago area zip codes, the majority of patients served reside in Chicago Westside communities of high poverty. As part of the AFC's community education program, staff regularly travels off-site to Chicago area high schools and middle schools to provide community education on pregnancy prevention, reproductive anatomy, contraception, sexually transmitted infection prevention and reproductive health. AFC also offers free prenatal education classes to pregnant teens and their partners. The year, the AFC provided clinic services to 621 youth and several thousand community education encounters.The Road Home Program provides care for the "invisible wounds of war" for veterans and their families. Services for veterans deployed in Iraq and Afghanistan include: an adult mental health clinic that specializes in post-traumatic stress disorder; child and family services such as support groups, counseling and guidance for parenting; traumatic brain injury clinic; and a military sexual trauma clinic. This past year the Road Home program provided services to over 200 veterans.Rush has a 30-year history of providing health care at School-Based Health Centers (SBHC). Rush currently has three SBHCs located within Chicago Public Schools that include, Orr Academy, R.T. Crane Medical Preparatory High School and Simpson Academy for Young Women. Crane and Orr have students in grades nine to twelfth and Simpson Academy is for girls in grades six to twelfth that are pregnant, parenting or both. All three schools, have student bodies from underserved populations, and are located in neighborhoods with high poverty levels.The Rush SBHCs act as health safety nets for these vulnerable students. Wide-ranging clinic services are provided by advanced practice nurses, registered nurses, collaborating physicians and large numbers of Rush's inter-professional students. The services include physicals, immunizations, treatment of injuries, primary care, intermittent care, mental health services, prenatal care, pregnancy prevention programs, heath education programs and health care for the children of the students. Outcomes of this health care and education collaboration include improved immunization rates, decreased incidence of infectious disease, decreased emergency room usage, detecting and treating illness, healthy baby deliveries, increased access to mental health services, success in pregnancy prevention programs, and students establishing healthy living patterns aimed at chronic disease prevention and improved graduation rates. In FY2016, these health centers provided close to 3,700 healthcare encounters.
Part VI, Line 5 RUMC provided health education community-based programs at no cost to approximately 49,000 individuals this past year. All of Rush's health education programs address one of more of the needs identified in Rush's CHNA. Examples of these programs include:The RCSIP Wellness Center at Facing Forward is part of RUMC's Building Healthy Urban Communities project. Facing Forward provides permanent housing to homeless women and children in Chicago. Many of the women at Facing Forward have chronic physical and mental health conditions; 100% of the population is recovering from substance abuse issues.The Rush Community Service Initiative Program (RCSIP) Wellness Center at Facing Forward to End Homelessness is part of Rush's Building Healthy Urban Communities project, a partnership project supported by BMO Harris Bank, Rush University, the Medical Home Network, and the City Colleges of Chicago. Facing Forward is a housing first program that provides permanent housing to homeless individuals with histories of substance abuse. In addition to their substance abuse histories approximately 65% have other mental health issues and a high burden of chronic diseases. The Wellness Center utilizes a holistic and diverse approach to address the mental and physical health issues of the population. The weekly sessions are supported by inter-professional student volunteers and faculty from Rush University in addition to other community partners. The Rush University students receive training in motivational interviewing to enhance their skills as life coaches when assisting participants in their decisions to make healthier life-style choices. The two hour weekly sessions incorporate blood pressures and weight checks, life coach counseling, health education lectures, healthy cooking demonstrations and 30 minutes of exercise. Twice annually the American Heart Association's Life Simple 7 screening tool along with pulmonary health screenings are accomplished for the purpose of metrics and charting individual progress. A crocheting/knitting program started by a Rush medical student is sustained to date as an adjunct program that was birthed from the Wellness Center. This program has assisted many of the women in decreasing tobacco use and reducing anxiety. Outcomes to date include an increased consciousness of the importance of taking control of one's health, healthier eating habits, increased activity, sustained weight loss, and smoking reduction.Rush's Professional Nursing Staff's (PNS) organization provides Mini Health Fairs for patients receiving care at Thresholds, an organization that provides services to individuals with chronic mental illness. The Mini Health Fairs provide health education and screenings. This is important since those with chronic mental illness have a lifespan that is 25 years less than the general population related to chronic medical diseases. In FY2016, 62 patients received services through the Health Fairs.5 + 1= 20, a RCSIP program, aims to educate high school students at Chicago Public Schools on the five diseases prevalent in the surrounding underserved community (asthma, hypertension, HIV, diabetes, and cancer). 5 + 1 =20 is based on the idea that knowledge of these 5 common conditions plus 1 informed high school student (or person) can extend one's life by 20 years (individuals without health insurance have a life expectancy of 20 years less than the general US population). Twice a month, Rush student volunteers teach a health topic related to the five diseases to high school students. The content of the interactive health lectures ranges from disease prevention to practical skills such checking blood pressure. The high school students have opportunities to spread their knowledge through 5+1=20 health fairs at their schools. Health fair activities include BMI calculations, blood pressure screenings, vision screenings, glucose level checks, referrals, and health education. Health fair participants include families and friends of the students as well as other members of their communities. This past year, 5 + 1 = 20 provided health education and screenings to over 1,800 community members.The RUMC Wellness Program with the Chicago Department of Family and Support Services primarily serves minority older adults and has been in existence since 1985. Advanced practice nurses, dietitians, pharmacists, and social workers provided by RUMC provide health education and healthcare for older adults at five Chicago senior centers. During FY2016, RUMC healthcare professionals provided 17,906 free service encounters for low-income older adults which included health consultations, screenings such as blood pressure, bone density, cholesterol, diabetes, and PSA levels and health talks on topics such as weight loss and fall prevention. The majority of the Rush health professionals' time, as well as all travel expenses and travel time, supplies and educational materials were donated to this program by Rush.The Anne Byron Waud Center at RUMC offers an array of programs and services open to the public that promote healthy aging. Patients, their families and the community have the opportunity to receive free consultations from licensed social workers on health and aging issues, attend social and support groups, participate in free computer training, and use the health library. The Center provides a place to turn in times of need.The Waud Center and the services it provides have also been the inspiration and driving force behind the development of older adult programming throughout the Medical Center. One such program is Rush Generations, a free membership program that promotes health and well-being for older adults and those who care for them. Through monthly educational seminars on a wide range of topics related to health and aging, Rush Generations has reached out to over 7,000 members and growing. Educational programs and wellness classes offered include:A Matter of Balance is an evidence-based program that emphasizes practical strategies to reduce the fear of falling, manage falls and increase physical activity levels. (1). Connected Living is designed to impart basic computer skills for older adults. (2). Diabetes Self-Management Program is a free, interactive, six-week workshop that helps those with type 2 diabetes to improve skills to manage their health. Participants learn about the importance of healthy eating, physical activity, stress management and medications among other self-management strategies. Workshops take place at Rush and in community settings. (3). The Rush Generations program plans a robust, year-round calendar of classes, workshops and health screenings that enhance physical and emotional wellbeing of adults and older adults. Each month, Rush Generations offers a lecture on a different health topic including Stroke Awareness, Understanding Medicare, Prostate Health and more. (4). The Health Promotion Disease Prevention team present to local senior groups as well as groups of health and social service professionals and students about their work and expertise in the areas of health, aging and social work. Several members of the team are Master Trainers for three evidence-based health promotion programs, and in this role, train facilitators of these workshops. The team also provides training to the Senior Companions program through the Chicago Department of Family and Support Services, Senior Services Division. (5). The RUMC Mothers' Milk Club was developed to address the social, emotional, demographic and physiologic barriers to mothers' providing their milk for their infants in the Neonatal Intensive Care Unit. These mothers are disproportionately low-income and African American, the two demographic groups that are least likely to initiate and maintain lactation in the United States. The Club provides these women with the necessary guidance and resources that they need to provide milk for their infants, including: state-of-the-art hospital-grade electric breast pumps, taxi service to attend weekly educational luncheon meetings, educational materials, and post-infant discharge home visits to help breastfeeding get off to a good start. These services are provided on a complimentary or sliding-scale basis to all families who qualify for Women Infants & Children (WIC) benefits.Rush invests in developing and supporting healthcare pipeline and workforce development programs during FY2016. These programs consist of the RCISP pipeline program for the R. T. Crane (RTC) Medical Preparatory High School, Malcolm X City College (MXC) partnership, tuition forgiveness programs, the RCSIP Mini Medical School for CPS students living in the Lawndale neighborhood, the Building Health Urban Communities project, and the SAME network. Descriptions of these programs follow.
Part VI, Line 5 RTC Medical Preparatory High School is part of the Chicago Public Schools (CPS) Career and Technical Education (CTE) Program. The CPS CTE Program was established by the Cook County President's and the City of Chicago Mayor's offices to increase the number of Chicago's youth recruited into Chicago's healthcare workforce. Rush is a part of the CPS CTE program and partners with RTC Medical Preparatory High School. RUMC faculty and staff provide mentorship and activities to facilitate the Crane students' efforts to successfully pursue their interest in health careers. CPS CTE activities are focused on awareness, exploration, and application of the health sciences. In addition to mentorship and educational services to all students at Crane, over 80 freshman students had paid internships in the nursing department at RUMC this past year.Malcolm X City College (MXC) and RUMC have a rich, multi-year history of interactions and cooperative activities. These include hosting health occupation students' clinical rotations in nursing, surgical technology, radiologic technology, EMT/paramedic, and respiratory care at RUMC and providing anatomy labs for MXC health occupations students. RUMC also provides guest lecturers and recently began offering a monthly inter-professional lunch and learn series for MXC students and faculty on issues and trends related to health care.Recently, the City Colleges of Chicago identified MXC as the leading city college for health careers and Rush as a lead partner for its health career programs. MXC wants to ensure that its graduates have the knowledge, skills and professional attributes they will need to function in the healthcare system, both now and in the future. To help achieve that goal, Rush participates in MXC advisory committees and provides transfer programs for graduates of the MXC radiologic technology and respiratory care programs to allow students the opportunity to obtain a bachelor's degree in their fields.To further develop upper division college transfer opportunities for MXC graduates, Rush is working with representatives of MXC to develop an innovative new Bachelor of Science in health sciences. A program development steering committee consisting of representatives from MXC and the four Rush colleges (College of Medicine, College of Nursing, College of Health Sciences and Graduate College) has recommended the development of the following Bachelor of Science degree options or tracks: (1). Undergraduate preparation for graduate level health science programs in allied health, medicine, nursing and the biomedical sciences. (2). Leadership program for students holding the associate degree in a health occupation. (3). Health-wellness focus for students interested in a career related to corporate health, community health or medical home care coordination.Rush subsidizes the education and training many students that will comprise the next generation of doctors, nurses, allied health care professionals and healthcare research scientist whose tuition and grants do not fully cover the associated costs through select tuition forgiveness programs. Rush is committed to providing programs to educate and train the healthcare workforce of the future. It is widely recognized that workforce demands in healthcare will rapidly escalate as the U.S. population ages. During FY2016, RUMC provided tuition forgiveness for several students coming to Rush from Malcolm X City College and to other students pursuing health science research degrees. It is an essential part of RUMC's corporate mission that education programs continue to receive this operational support in order to supply highly trained physicians, nurses, allied health professionals and research scientist to the healthcare community.The Mini Medical School is a five-week summer day camp for 40 grade school students (4th-6th) from Chicago Public Schools in the Lawndale neighborhood. The program exposes young students to the health sciences. The summer camp is held at Rush University and is complete with an orientation, anatomy and physiology lectures, activities on five major body systems, dissections, homework, and a completion celebration. Rush student and physician volunteers plan the curriculum, implement activities, and assist the youth during the camp.The Building Health Urban Communities project fosters public-private partnership between Rush Malcolm X City College (MXC), and the Medical Home Network (MHN). The goals of this project are to improve education, employment and health outcomes of the underserved Westside and Southside communities of Chicago served by Rush. This is being achieved through creating new models of care that focus on interprofessional teams and proactive care coordination, developing and training a workforce from the community that supports these new models of care, and rigorously measuring and evaluating each project component for sustainability and replication.One of the major focuses of this project is developing and training a workforce to deliver high value population-based health care. Embedding training opportunities within existing models of care will improve quality, efficiency, and reduce costs. There are five components of workforce development that include the Rush Community Investments Initiative, and Curriculum Development for Allied Health Professionals, Scholarships and Internships for Rush Bachelor of Science in Health Sciences, Continuing Education Training for existing healthcare providers, and Health Disparities Research and Evaluation Fellowships. These components target different types and levels of healthcare workforce thus creating a pipeline of educational programs. The program components are listed below.Health Disparities Fellowships: The Health Disparities Fellowship program is designed to develop a cadre of well-trained health care researchers with a passion for creating sustainable ways for providing access to high-quality care for individuals in underserved communities, with a particular focus on improving health in the communities served by Rush. These mentored fellowships involve development and evaluation of new ways to educate and deploy community-based providers, and evaluation of the new models of care in which they will be working. Fellowships span over a five-year period, and currently five fellows and one health disparity scholar are working on projects in various specialties including Allied Health Sciences, Preventive Medicine, Nursing, and Curriculum Development, with a timeframe ranging from two-three years. Fellows with a Master's degree are encouraged to enroll in the PhD program and take advantage of the educational benefits offered by Rush.Curriculum Development for Allied Health Professionals: Fellows are working on developing new curriculum streams for educating and training allied health professionals to meet the current and future workforce needs. The initial focus is on developing a curriculum for community health workers which is competency and assessment based. The goal is to allow students graduating from these programs to enroll and transfer credits to a bachelors program, thus creating career ladders for these students. The community health worker basic certificate program has already been launched at MXC as a result of this work.Scholarships and Internships for Rush Bachelor of Science in Health Sciences: In an attempt to create career ladders for individuals from low-income underserved communities, a "pipeline program" is funded through this project. Individuals from the Malcolm X City College can enroll and transfer credits to the Rush Bachelor of Science in Health Sciences program. These students will be offered scholarships and part-time paid internships for two years. Internships will allow them to gain both academic and clinical hands-on experience before graduation.Continuing Education Training: Better Care Teams training is based on an in-depth needs assessment on the needs of existing care coordinators, outreach workers, and clinicians within the Medical Home Network clinics, to prepare them for future healthcare needs. The primary focus of this training is high value team-based care. Motivational Interview training has been launched with other training topic areas to follow in the next year.
Part VI, Line 5 The Science and Math Excellence (SAME) Network was developed in 1990 and is a large-scale community service enterprise operated through the Department of Community Affairs at Rush to improve the science, math, and reading test scores in Chicago schools on the West and Southwest sides of the city. The Network provides students in these neighborhoods with the same opportunities to learn math and science as are available to their peers in more affluent areas. RUMC spearheaded the SAME Network's first effort long perform others recognized the importance of STEM (science, technology, engineering, and math) programs to improve education by raising funds from Chicago's business community to build state-of-the-art science laboratories in local schools that lacked these facilities. Since then, the SAME Network has grown to become a collaboration between Rush and 22 elementary schools, 11 high schools and many local businesses. Rush's dedication to promoting a healthy community has fostered a strong commitment to supporting the growth and development of our local neighborhoods. Rush conducts a variety of programs through the SAME Network that include the programs below.College Internship Program: The College Internship Program supports SAME students as they matriculate through college. Eligible students receive scholarship assistance and academic support. The students are given an opportunity to work at Rush University Medical Center in an area closely related to their career choice. The students return from colleges and universities across the United States during the holiday season and summer break to learn, work and interact with patients, peers, and management. College students receive mentoring through preceptor relationships with professionals at Rush University Medical Center. During FY2016, 16 college students benefited from this program.College Preparatory Enrichment Program (CPEP): SAME Network collaborated on an enrichment program with Chicago Public Schools and Benedictine University in Lisle, Illinois. The CPEP offers students an opportunity to participate in year-round after-school and summer learning activities. The intent of the CPEP is to provide students with the experiences they need to pique their interest in science and math, pursue college entrance and, potentially, a science-related career. Students who participate in the CPEP have the opportunity to become involved with the SAME Network's High School Internship Program when they graduate from elementary school. The program is geared toward students entering fifth grade that also attend a SAME Network school. The students are recommended by their school principals and teachers because they show academic promise in the areas of science and math. During the summer, students are exposed to one or two week campus living at Benedictine University, which provides them with the experience of living away from home. Coupled with campus life, the students receive instruction in math, science, and technology. Field trips to educational institutions in the western suburbs and fun outings are a part of the experience. Students work independently, collaboratively, and cooperatively on inquiry-based science tasks emphasizing high-order thinking skills while integrating math and technology. Families participate in a variety of activities throughout the year. In FY2016, 133 students participated in this program.High School Internship Program: In conjunction with Chicago Public Schools through the SAME Network, the program provides a variety of internship experiences to high school students. The objectives of SAME's internship program are to encourage students to pursue education and careers in math, science, and technology fields, provide students with hands-on experience, classes and mentoring; and develop good work habits, ethics and job readiness skills. A mentoring relationship was developed between the internship students and Rush's Health Systems Management faculty and staff. After graduating from high school, students are eligible to transition into the College Internship Program. Throughout high school, the students work at Rush University Medical Center in various departments.Preschool Program: In 1998, SAME Network developed this program to introduce preschool children to science, math, and literacy skills. The program currently operates in 28 public and private schools. The goal of the SAME Preschool Program is to provide a stimulating environment for guiding children in the development of science, math, and literacy skills by providing science labs and materials appropriate for young children. Children begin to understand fundamental science concepts and develop inquiry skills by using their natural curiosity to motivate exploration of their surroundings. The ultimate objective of the science program is to have the preschool children achieve science literacy, which is necessary for them to succeed in a world filled with science. SAME Network offers workshops to parents of children participating in SAME Network sponsored preschool program. SAME believes early parental involvement is crucial for children to be successful in school.As an academic medical center, RUMC subsidizes health and medical research to improve patient care, now and for future generations, by covering expenses not funded by private or government grants. Many of the research studies directly address health need findings in RUMC's CHNA. Last year pilot funding was provided to numerous beginning career Rush researchers to stimulate new research at Rush and to develop the new researchers. Two of the research pilots funded are community based and 17 of the pilots directly address one of the eight problem areas identified in Rush's CHNA findings. Experienced Rush research scientist are currently conducting 83 community based research studies, a majority of these studies address the CHNA findings. Examples of some of these studies are described below.The Rush Institute for Healthy Aging, RIHA and the Rush Alzheimer's Disease Center, RADC, were created in the early 1990s to investigate common chronic health problems of older people especially cognitive decline and Alzheimer's disease. The RIHA conducts only research activities with no clinical activities, and is typically interested in health problems as they occur in the general population rather than in a clinical setting such as a hospital or nursing home. The RADC provides patient care and support services, conducts randomized clinical trials, and sponsors multicultural outreach programs to engage the Chicago community in research. Rush research includes multiple, longitudinal community-based cohorts, large, distinct groups of people, in the City of Chicago and nationwide. The RIHA and RADC projects include:The Religious Orders Study, started in 1993, has enrolled nearly 1,400 older priests, nuns and brothers from more than 47 sites around the country, about a third of who reside in Cook and the collar counties. Recruitment and retention includes numerous educational programs on healthy aging and the prevention of common chronic neurologic conditions of aging and the importance of participating in research. These presentations are provided for participants and non-participants and their friends and family members. Detailed clinical evaluations are performed annually on participants. A total of 13,647 evaluations have been performed at no charge. Routine blood tests have been drawn on 2,932 participants without charge. Test results have been provided to the participants. All study participants are organ donors and a complete neuropathologic evaluation has been performed without charge on 680 participants and a report provided to family members. Participants have recently been offered MRI scans of the brain at no charge - and 86 scans have been performed and reports provided.The Memory and Aging Project, started in 1997, is a cohort study that has enrolled more than 1,900 older residents of retirement communities and individuals in their homes from Cook and the collar counties. Recruitment and retention includes numerous educational programs on healthy aging and the prevention of common chronic neurologic conditions of aging and the importance of participating in research. These presentations are provided for participants and non-participants and their friends and family members. Detailed clinical evaluations are performed annually on those who have enrolled. A total of 12,749 evaluations have been performed on participants at no charge. Routine blood tests have been drawn on 9,088 participants without charge. Test results have been provided to the participants. All study participants are organ donors and a complete neuropathologic evaluation has been performed without charge on 680 participants and a report provided to family members.
Part VI, Line 5 Participants have recently been offered brain MRI scans at no charge and 1,266 scans have been performed.The Minority Aging Research Study began in 2004 and includes 709 older community-dwelling African Americans in the Chicago area. Detailed clinical evaluations are performed annually. A total of 4,235 evaluations and 3,042 blood tests have been performed on residents in Cook and the collar counties at no charge with all results provided to the participants.The Rush Department of Preventive Medicine has a long history of community research, teaching, training, and service dating back to the 1970s. Since 1990, the Department has received well over $50 million in National Institute for Health funding to conduct community-based translational research. The Rush Center for Urban Health Equity is a NIH-sponsored $10 million center grant. This Center is devoted to reducing cardiopulmonary disparities in underserved Chicago residents through research, training, education, and service. The Department of Preventive Medicine faculty and staff also generously donate their time and skills, both within and outside the Medical Center, to give back to our communities. Their efforts include numerous presentations and seminars where they collaborate with neighborhood clinics, churches, schools and other organizations to provide health education in a wide array of topics from diabetes care to asthma in children. Additionally, the department assists the Humboldt Park community through generous subsidies to its Diabetes Empowerment Center, and supports national programs like the American Heart Association annual Heart Walk. Examples of studies conducted by the Department of Preventive Medicine that directly address Rush's CHNA findings include:ALIVE StudyThe ALIVE study, which provides nutrition education through Bible study and short videos to congregants of five African American congregations.CHART StudyThe CHART study tests the value of a culturally-sensitive, multilevel, chronic care intervention for low-income patients with heart failure.LIFE StudyThe LIFE study, which tests a novel diabetes self-management intervention for low-income African Americans with type 2 Diabetes. The LIFE study provides diabetes self-management education, including pedometers, nutrition education and peer support for 210 low-income African Americans.MATCH 2 StudyThe MATCH 2 study, which also provides community health worker support for diabetes self-management among low-income African American and Hispanic type 2 diabetes patients.Rush University Medical Center is an integral part of the Chicago Area Patient Centered Outcomes Research Network (CAPriCORN). The network of 10 regional health systems and multiple other partners is committed to working together to develop, test and implement strategies to improve care for diverse residents in the metropolitan Chicago region in order to improve health care quality, health outcomes and health equity. CAPriCORN was one of eleven Phase I Clinical Data Research Networks (CDRNs) in Patient-Centered Outcomes Research Network (PCORnet) funded by the Patient-Centered Outcomes Research Institute (PCORI). Currently, CAPriCORN is selected as one of thirteen CDRNs for the three year Phase II infrastructure development of PCORnet. By combining the knowledge and insights of patients, caregivers and researchers along with carefully managed access to rich sources of health data from 10 health systems in the Chicago region, CAPriCORN represents a unique opportunity to make a real difference in the lives of patients and their families. Until now, we have been unable to answer many of the most important questions affecting health and health care. Many long-standing road-blocks need to be systematically cleared. CAPriCORN provides tools to open a pathway that helps patients and clinicians make better shared decisions in their daily interactions.Rush works with many community partners to provide healthcare and other resources to the community. Some of these partnerships entail the provision of resources to assist other organizations meet their strategic goals of addressing community health needs. Examples of some of these partnerships are detailed below. Charitable Contributions are a series of donations from the Executive Leadership of Rush University Medical Center, this past year RUMC gave funding to over 30 organizations.RUMC provides a full range of medical services to the community including an emergency department that is never closed and is open to everyone regardless of their ability to pay as well as numerous services that operate at a loss. While the emergency department is a key driver of providing care to the uninsured in a hospital setting, RUMC continues to emphasize primary and preventive care for uninsured individuals and families.This approach relies on the services provided within physician clinics at RUMC as well as the community service projects operated by patient care staff. In this way, RUMC hopes to have an impact on the health of patients before they get to the point of visiting the emergency department.To ensure that RUMC is delivering on its patient care mission to the diverse communities of Chicago, RUMC incurred $1.7 million in costs to maintain a staff of Spanish language interpreters and to supply other-language and sign language interpreter services. These financial commitments are critical to facilitating accessibility of patient care to the diverse communities of the Chicago area.As a not-for-profit organization, RUMC reinvests any excess revenue after paying expenses back into our institution in order to provide care for patients. A significant part of this reinvestment includes the following support services that benefit patients: free care for patients who qualify under our charity care program; care for patients whose government insurance does not pay all of our costs; and critical medical services that operate at a financial loss but are necessary for the community's overall health. As an academic medical center, RUMC subsidizes health and medical research to improve patient care, now and for future generations by covering expenses not funded by private or government grants. We also subsidize the education and training of the next generation of doctors, nurses and other allied health care professionals whose tuition and grants do not fully cover the associated costs. Additionally, we fund a variety of vital outreach programs that address the specific health needs of our community and beyond.RUMC is committed to providing programs to educate and train the health care workforce of the future. It is widely recognized that workforce demands in health care will rapidly escalate as the U.S. population ages. To help meet this need, RUMC trains future physicians, nurses and allied health professionals. During FY2016, RUMC provided $45 million in unreimbursed costs to maintain these education programs. It is an essential part of RUMC's corporate mission that education programs continue to receive this operational support in order to supply highly trained physicians, nurses, and allied health professionals to RUMC and to the larger health care community.
Part VI, Line 6 Rush is an academic health system that includes Rush Oak Park Hospital in addition to Rush University Medical Center. Rush Oak Park Hospital (ROPH) consists of 237 beds located in Oak Park, Illinois. Together, RUMC and ROPH provide patients across the West Side 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 RUMC is reported. There is no data included for Rush Oak Park Hospital.
Part VI, Line 7 List of States Receiving Community Benefit Report:IL
Schedule H (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC 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) Snow City Arts
1653 W Congress Parkway
Chicago,IL60612
36-4240513 501(c)(3) 44,896       General Support
(2) American Heart Association
PO Box 4002902
Des Moines,IA50340
13-5613797 501(c)(3) 15,000       General Support
(3) Access Living
115 W Chicago Ave
Chicago,IL60610
36-3310774 501(c)(3) 15,000       General Support
(4) Fransican Outreach
1645 W LeMoyne Street
Chicago,IL60622
36-2928835 501(c)(3) 13,000       General Support
(5) Bears Care
1000 Football Drive
Lake Forest,IL60045
20-3902715 501(c)(3) 11,000       General Support
(6) Metropolitan Chicago Breast Cancer Task Force
1645 W Jackson
Chicago,IL60612
26-2264895 501(c)(3) 10,000       General Support
(7) Heartland Health Outreach Inc
208 S LaSalle
Chicago,IL60604
36-3775696 501(c)(3) 10,000       General Support
(8) Trinity High School
7574 W Division Street
River Forest,IL60305
36-2174835 501(c)(3) 10,000       General Support
(9) Age Options - co Elizabeth Plummer
1048 Lake Street
Oak Park,IL60301
36-2806193 501(c)(3) 7,000       General Support
(10) Latinos Progresando
1624 W 18th Street
Chicago,IL60608
36-4355072 501(c)(3) 6,000       General Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
10
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated 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 1134 10,904,061      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Part I, Line 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) 2015



Additional Data


Software ID:  
Software Version:  


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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1Dino Rumoro DOTrustee (i)

(ii)
454,058
-------------
0
50,578
-------------
0
803
-------------
0
21,200
-------------
0
21,816
-------------
0
548,455
-------------
0
0
-------------
0
2Larry J Goodman MDChief Executive Officer (i)

(ii)
1,228,828
-------------
0
570,326
-------------
0
513,936
-------------
0
483,369
-------------
0
14,251
-------------
0
2,810,710
-------------
0
409,893
-------------
0
3David A Ansell MDSVP, Community Health Equity (i)

(ii)
515,725
-------------
0
146,808
-------------
0
189,871
-------------
0
168,503
-------------
0
10,406
-------------
0
1,031,313
-------------
0
144,782
-------------
0
4Cynthia Barginere DNPSVP & Chief Operating Officer, (i)

(ii)
367,759
-------------
0
75,918
-------------
0
9,476
-------------
0
76,213
-------------
0
5,583
-------------
0
534,949
-------------
0
0
-------------
0
5Carl T Bergetz JDV.P Legal Affairs & Acting Gen Couns (i)

(ii)
193,827
-------------
0
28,520
-------------
0
0
-------------
0
12,135
-------------
0
8,162
-------------
0
242,644
-------------
0
0
-------------
0
6Antonio C Bianco MDSVP Clinical Affairs (i)

(ii)
441,271
-------------
0
90,000
-------------
0
39,625
-------------
0
13,404
-------------
0
11,028
-------------
0
595,328
-------------
0
0
-------------
0
7Cynthia Boyd MDVP & Chief Compliance Officer (i)

(ii)
304,612
-------------
0
69,163
-------------
0
15,149
-------------
0
113,798
-------------
0
1,044
-------------
0
503,766
-------------
0
0
-------------
0
8Edward W ConwayVP, Clinical Affairs-Admin & Finance (i)

(ii)
252,826
-------------
0
56,993
-------------
0
15,763
-------------
0
53,132
-------------
0
20,712
-------------
0
399,426
-------------
0
0
-------------
0
9Melissa CoverdaleVP, Finance (i)

(ii)
292,856
-------------
0
59,341
-------------
0
5,723
-------------
0
54,302
-------------
0
11,458
-------------
0
423,680
-------------
0
0
-------------
0
10Michael J DandorphPresident & Chief Operating Officer (i)

(ii)
730,373
-------------
0
245,219
-------------
0
18,346
-------------
0
163,295
-------------
0
18,264
-------------
0
1,175,497
-------------
0
0
-------------
0
11Richard B DavisVP, Human Resources Operations (i)

(ii)
236,800
-------------
0
49,788
-------------
0
55,316
-------------
0
51,041
-------------
0
24,282
-------------
0
417,227
-------------
0
26,780
-------------
0
12Richard K DavisVP, University Affairs (i)

(ii)
313,619
-------------
0
77,811
-------------
0
14,537
-------------
0
63,897
-------------
0
20,224
-------------
0
490,088
-------------
0
0
-------------
0
13Thomas A Deutsch MDProvost, Rush University (i)

(ii)
601,864
-------------
0
218,390
-------------
0
42,561
-------------
0
228,078
-------------
0
20,502
-------------
0
1,111,395
-------------
0
0
-------------
0
14Bruce M ElegantVP, Hospital Operations (i)

(ii)
337,149
-------------
0
75,969
-------------
0
621,101
-------------
0
78,175
-------------
0
8,518
-------------
0
1,120,912
-------------
0
597,079
-------------
0
15Brent J EstesSVP, Business and Network Developmen (i)

(ii)
388,786
-------------
0
118,410
-------------
0
8,051
-------------
0
94,681
-------------
0
378
-------------
0
610,306
-------------
0
0
-------------
0
16Marquis D Foreman PhDDean, College of Nursing (i)

(ii)
237,167
-------------
0
45,442
-------------
0
6,198
-------------
0
49,744
-------------
0
6,183
-------------
0
344,734
-------------
0
4,816
-------------
0
17Ranga R Krishnan MB ChBDean, Rush Medical College (i)

(ii)
108,462
-------------
0
150,000
-------------
0
0
-------------
0
16,269
-------------
0
36
-------------
0
274,767
-------------
0
0
-------------
0
18Joan E KurtenbachVP, Strategic Planning, Mrktng & Com (i)

(ii)
262,761
-------------
0
61,792
-------------
0
7,328
-------------
0
51,338
-------------
0
18,354
-------------
0
401,573
-------------
0
0
-------------
0
19Michael E LaMontVP, Facilities Management (i)

(ii)
238,601
-------------
0
55,990
-------------
0
19,426
-------------
0
50,960
-------------
0
5,783
-------------
0
370,760
-------------
0
0
-------------
0
20Omar B LateefVP, Clinical Affairs and CMO (i)

(ii)
499,605
-------------
0
105,324
-------------
0
496
-------------
0
75,255
-------------
0
15,225
-------------
0
695,905
-------------
0
0
-------------
0
21John LowenbergVP, Philanthropy (i)

(ii)
257,122
-------------
0
56,681
-------------
0
8,069
-------------
0
52,741
-------------
0
6,451
-------------
0
381,064
-------------
0
0
-------------
0
22Diane M McKeeverSVP, Philanthropy (i)

(ii)
363,245
-------------
0
102,298
-------------
0
17,459
-------------
0
94,839
-------------
0
13,852
-------------
0
591,693
-------------
0
0
-------------
0
23John P MordachSVP, Finance & CFO (i)

(ii)
715,818
-------------
0
354,086
-------------
0
28,790
-------------
0
157,291
-------------
0
17,256
-------------
0
1,273,241
-------------
0
0
-------------
0
24Mike J MulroeVP, Hospital Operations (i)

(ii)
285,087
-------------
0
56,583
-------------
0
8,951
-------------
0
55,258
-------------
0
19,902
-------------
0
425,781
-------------
0
0
-------------
0
25James L Mulshine MDActing Dean,Graduate College (i)

(ii)
344,363
-------------
0
78,233
-------------
0
69,810
-------------
0
64,291
-------------
0
19,524
-------------
0
576,221
-------------
0
43,062
-------------
0
26Patricia G NedvedVP, Professional Nursing Practice (i)

(ii)
175,591
-------------
0
31,009
-------------
0
0
-------------
0
14,851
-------------
0
20,214
-------------
0
241,665
-------------
0
0
-------------
0
27Patricia S O'NeilVP Chief Invstmnt Officer & Treasure (i)

(ii)
248,179
-------------
0
56,579
-------------
0
5,667
-------------
0
52,249
-------------
0
9,027
-------------
0
371,701
-------------
0
0
-------------
0
28Jaime B ParentVP, Information Technology (i)

(ii)
269,888
-------------
0
53,939
-------------
0
18,667
-------------
0
54,334
-------------
0
21,762
-------------
0
418,590
-------------
0
0
-------------
0
29Brian D Patty MDVP, Clinical Information Systems (i)

(ii)
287,517
-------------
0
10,000
-------------
0
175
-------------
0
37,218
-------------
0
14,121
-------------
0
349,031
-------------
0
0
-------------
0
30Anthony Perry MDVP, Ambulatory Care & Population Hea (i)

(ii)
317,438
-------------
0
61,539
-------------
0
832
-------------
0
57,850
-------------
0
20,506
-------------
0
458,165
-------------
0
0
-------------
0
31Terry PetersonVP, Corporate and External Affairs (i)

(ii)
287,694
-------------
0
64,841
-------------
0
12,432
-------------
0
56,552
-------------
0
1,044
-------------
0
422,563
-------------
0
0
-------------
0
32Charlotte RoyeenDean, College of Health Sciences (i)

(ii)
122,593
-------------
0
20,000
-------------
0
100
-------------
0
15,131
-------------
0
5,009
-------------
0
162,833
-------------
0
0
-------------
0
33Mary Ellen SchoppSVP, HR & Chief HR Officer (i)

(ii)
370,852
-------------
0
105,242
-------------
0
6,961
-------------
0
91,364
-------------
0
20,556
-------------
0
594,975
-------------
0
0
-------------
0
34Brian T SmithVP, Clinical Affairs-Clinical Practi (i)

(ii)
379,681
-------------
0
90,824
-------------
0
9,502
-------------
0
66,358
-------------
0
23,028
-------------
0
569,393
-------------
0
0
-------------
0
35Scott E SonnenscheinVP, Hospital Operations (i)

(ii)
317,886
-------------
0
78,527
-------------
0
7,250
-------------
0
61,493
-------------
0
21,943
-------------
0
487,099
-------------
0
0
-------------
0
36Denise SzalkoVP, Revenue Cycle (i)

(ii)
288,423
-------------
0
61,893
-------------
0
5,942
-------------
0
53,583
-------------
0
8,443
-------------
0
418,284
-------------
0
0
-------------
0
37Judson VosburgVP, Financial Planning & Decision Su (i)

(ii)
218,912
-------------
0
21,660
-------------
0
513
-------------
0
31,167
-------------
0
6,096
-------------
0
278,348
-------------
0
0
-------------
0
38Peter W ButlerPresident & COO (i)

(ii)
820,075
-------------
0
383,473
-------------
0
356,860
-------------
0
311,435
-------------
0
11,687
-------------
0
1,883,530
-------------
0
275,722
-------------
0
39Lois K Halstead PhD RNV.P. University Affairs (i)

(ii)
194,130
-------------
0
41,760
-------------
0
24,582
-------------
0
31,667
-------------
0
13,788
-------------
0
305,927
-------------
0
24,457
-------------
0
40Anne M Murphy JDSVP Legal Affairs & General Counsel (i)

(ii)
478,208
-------------
0
136,821
-------------
0
12,033
-------------
0
111,754
-------------
0
17,493
-------------
0
756,309
-------------
0
0
-------------
0
41Kurt Olson PhDVP Talent Mngnt & Leadership Dvlpmnt (i)

(ii)
186,848
-------------
0
53,415
-------------
0
6,471
-------------
0
17,957
-------------
0
19,334
-------------
0
284,025
-------------
0
0
-------------
0
42Lac Van TranSVP, Infrmtion Srvces (i)

(ii)
390,642
-------------
0
111,826
-------------
0
106,489
-------------
0
99,920
-------------
0
6,843
-------------
0
715,720
-------------
0
76,347
-------------
0
43Demetrius Lopes MDPhysician (i)

(ii)
741,102
-------------
0
266,125
-------------
0
154,200
-------------
0
15,900
-------------
0
18,924
-------------
0
1,196,251
-------------
0
0
-------------
0
44Richard Byrne MDPhysician (i)

(ii)
1,023,003
-------------
0
90,374
-------------
0
1,386
-------------
0
21,200
-------------
0
18,924
-------------
0
1,154,887
-------------
0
0
-------------
0
45Vincent Traynelis MDPhysician (i)

(ii)
946,877
-------------
0
152,000
-------------
0
275
-------------
0
21,200
-------------
0
7,922
-------------
0
1,128,274
-------------
0
0
-------------
0
46Michael Liptay MDPhysician (i)

(ii)
1,040,301
-------------
0
6,000
-------------
0
1,386
-------------
0
18,550
-------------
0
26,508
-------------
0
1,092,745
-------------
0
0
-------------
0
47Lorenzo Munoz MDPhysician (i)

(ii)
741,102
-------------
0
119,540
-------------
0
114,000
-------------
0
18,550
-------------
0
18,924
-------------
0
1,012,116
-------------
0
0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 1a - 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. - 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.
Part I, Line 4b The Rush Executive Retirement Plan (the "Rush ERP or the "Plan") provides supplemental retirement benefits to eligible executives of Rush University Medical Center (the "Medical Center"). These benefits are in addition to those provided under the Retirement Plan (a tax-qualified defined benefit pension plan), the 403(b) Retirement Savings Plan, and the 457(b) Supplemental Retirement Savings Plan. The Rush ERP is effective January 1, 2014, and replaces the Supplemental Executive Retirement Plan (the "SERP"), which was frozen effective December 31, 2013. Any benefits earned under SERP will be preserved. The Rush ERP is a defined contribution plan designed to provide funds to participants that can be used to provide supplemental retirement income. Once vested, the amount contributed plus investment gains (and minus losses) is paid. The retirement benefits provided under the Plan, like those provided by the SERP prior to 2014, are in addition to those provided under the Medical Center's Retirement Plan, a defined benefit pension plan, the 403(b) Retirement Savings Plan, and the 457(b) Supplemental Retirement Savings Plan. The amounts paid out from this plan were as follows: Larry J. Goodman MD-$409,893, David A. Ansell, MD-$144,782, Peter W. Butler-$275,722, Bruce M. Elegant-$597,079, Richard B. Davis-26,780, James L. Mulshine-$43,062, Marquis D. Foreman-$4,816, Lois K. Halstead-$24,457 and Lac Van Tran-$76,347. The amounts listed in Schedule J, Part II, Column F reflect these distributions less the accrued earnings (which were not previously reported).
Part I, Line 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) 2015
Additional Data


Software ID:  
Software Version:  
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 Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 000000000 06-29-2016 50,000,000 Series 2016 (See Part VI)   X   X   X
B Illinois Finance Authority
 
86-1091967 45203HP71 02-11-2015 457,240,239 Series 2015A (See Part VI)   X   X   X
C Illinois Finance Authority
 
86-1091967 000000000 12-16-2011 56,000,000 Series 2011 (See Part VI)   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired ..................   1,445,000 16,065,000  
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 50,000,000 457,240,239 56,000,000  
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............   419,339,062    
7 Issuance costs from proceeds ...............   3,662,582    
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............        
11 Other spent proceeds ............. 50,000,000 40,903,059 56,000,000  
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2016 2015 2012
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X     X X      
15 Were the bonds issued as part of an advance refunding issue? .....   X X     X    
16 Has the final allocation of proceeds been made? .......... X   X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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 of bond-financed property? ............. X   X   X      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X      
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any 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 0.400 % 0.750 % 2.590 %  
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        
6 Total of lines 4 and 5 ............. 0.400 % 0.750 % 2.590 %  
7 Does the bond issue meet the private security or payment test? ...   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X    
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X   X   X      
b Exception to rebate? ........   X   X   X    
c No rebate due? .........   X   X   X    
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X X      
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X    
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   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? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X      
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X      
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Part I Rush University Medical Center's ("RUMC") long-term debt is issued under a master trust indenture which established the Rush University Medical Center obligated group ("OG") which, as of 6/30/16, was comprised of RUMC, Rush Oak Park Hospital (ROPH) 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-C were issued for RUMC.
Part I Line A --Column f Proceeds were used to refund the Series 2008A bonds issued 12/9/2008
Part I Line B --Column f Proceeds were used to refund the Series 2009C bonds issued 7/29/2009, the Series 2009A bonds issued 2/10/2009, and the Series 2006B bonds issued 5/28/2008.
Part I Line C --Column f Proceeds were used to refund the Series 1998A bonds issued 12/2/1998
Part IV, Line 6, Column B This question is being answered without regard to a yield-restricted advance refunding escrow financed with the proceeds of the bonds.
Schedule K (Form 990) 2015

Additional Data


Software ID:  
Software Version:  

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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), section 501(c)(4), and 501(c)(29) 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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting 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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2015
Schedule L (Form 990 or 990-EZ) 2015
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) Donor 255
 
Substantial Contributor 4,617,481 Services rendered in the ordinary course of business   No
(2) Donor 12
 
Substantial Contributor 1,736,873 Services rendered in the ordinary course of business   No
(3) Donor 479
 
Substantial Contributor 1,554,250 Services rendered in the ordinary course of business   No
(4) Donor 116
 
Substantial Contributor 574,362 Services rendered in the ordinary course of business   No
(5) Donor 325
 
Substantial Contributor 544,313 Sale of goods in the ordinary course of business   No
(6) Donor 335
 
Substantial Contributor 456,681 Services rendered in the ordinary course of business   No
(7) Donor 154
 
Substantial Contributor 398,308 Services rendered in the ordinary course of business   No
(8) Donor 254
 
Substantial Contributor 344,925 Services rendered in the ordinary course of business   No
(9) Donor 473
 
Substantial Contributor 324,740 Services rendered in the ordinary course of business   No
(10) Donor 262
 
Substantial Contributor 257,060 Services rendered in the ordinary course of business   No
(11) Donor 417
 
Substantial Contributor 247,692 Sale of goods in the ordinary course of business   No
(12) Donor 456
 
Substantial Contributor 234,137 Services rendered in the ordinary course of business   No
(13) Donor 111
 
Substantial Contributor 213,991 Services rendered in the ordinary course of business   No
(14) Donor 287
 
Substantial Contributor 193,420 Services rendered in the ordinary course of business   No
(15) Donor 304
 
Substantial Contributor 120,959 Services rendered in the ordinary course of business   No
(16) Kristina Mariano Family member of Robert Mariano, current Trustee 22,402 Wages   No
(17) Michael D Brown MD Family Member of Francesca Edwardson, current Trustee 460,981 Wages   No
(18) Walter McCarthy Family Member of Mary McCarthy, current Trustee 542,098 Wages   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
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)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash 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 56 9,836,734 FMV
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 ..... X 12 7,425 Appraisal
19 Food inventory ... X 2 335 FMV
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Event Tickets ) X 6 50,340 FMV
26 Other Right pointing arrow large image ( Electronics ) X 11 31,200 FMV
27 Other Right pointing arrow large image ( Remodeling ) X 2 13,827 FMV
28 Other Right pointing arrow large image ( Dinner Tickets ) X 1 1,200 FMV
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 through 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 noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Part I, Column (b): Securities - 56 individual donations of various securities Collectibles - 12 donations of autographed sports memorabilia Food inventory - 2 donations of various food items Computer board and equipment - 11 donations of computer and peripherals Dinner tickets - 1 donation of dinner for 12 6 event tickets - donations of 5 sporting events and 1 theater performance Remodeling - donation skylight for waiting room remodeling
Part I, Line 32b: All securities that are donated to RUMC are immediately sold by The Northern Trust. Proceeds are forwarded to RUMC and the value of the donated securities at the date of sale is communicated to the donor. All other contributions other than securities are used for their intended purpose.
Schedule M (Form 990) (2015)

Additional Data


Software ID:  
Software Version:  
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Return Reference Explanation
Form 990, Part VI, Section A, line 2 Christine A. Edwards and William A. Downe had a business relationship. John R. Willis and Thomas J. Wilson had a business relationship. Jesse H. Ruiz and John J. Sabl had a business relationship. E. Scott Santi, Jay L. Henderson and Susan Crown had a business relationship. John L. Howard and E. Scott Santi had a business relationship. Sheila A. Penrose and Martin A. Nesbitt had a business relationship. Martin H. Nesbit and Kip Kilpatrick had a business relationship. John L. Brennen, Karl A. Palasz, Matthew J. Boler and E. David Coolidge III had a business relationship. John W. Rogers, Jr. and John F. Sandner had a business relationship. Bruce W. Duncan and Aylwin B. Lewis had a business relationship. Gloria Santona, Esq, John W. Rogers Jr. and Sheila A. Penrose had a business relationship. Gloria Santona, Esq and Michael J. O'Connor had a business relationship. E. David Coolidge III and Francesca Maher Edwardson had a business relationship. James A. Bell and Thomas E. Richards had a business relationship. Karen B. Case, Richard S. Price and Alejandro Silva had a business relationship. Stephen N. Potter, Thomas E. Richards, Sandra P. Guthman, Jay L. Henderson, Susan Crown and Charles A. Tribbett, III had a business relationship. Peter C. B. Bynoe, Esq. and William K. Hall had a business relationship. Todd W. Lillibridge and Peter C. B. Bynoe, Esq. had a business relationship. John W. Rogers, Jr. and Jonathan W. Thayer had a business relationship. E. Scott Santi and Charles L. Evans, PhD had a business relationship. Martin H. Nesbitt and Sheila A. Penrose had a business relationship. Andrew J. McKenna and John F. Sandner had a business relationship. Stephen N. Potter and John L. Brennen had a business relationship.
Form 990, Part VI, Section B, line 11 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 On an annual basis, members of the Rush Board of Trustees and Rush corporate officers shall complete and return a disclosure of conflicts form. The disclosures will be reviewed by the Secretary of the Board and the General Counsel, who will thereafter submit their reports to the Audit Committee, which shall make any final determinations as deemed appropriate or necessary.
Form 990, Part VI, Section B, line 15 The Compensation and Human Resources Committee uses an independent review, comparability data and contemporaneous substantiation to establish compensation packages for the CEO, Executive Director and other top management officials. All such officer compensation packages are approved by the Compensation and Human Resources Committee annually. If it's determined that there may be a business related conflict of interest between RUMC and board members, such persons are recused from any committee meeting during the time an agenda item that relates to their business is discussed.
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 General's office.
Form 990,Part VII, Section A, Line 1a Payments to Larry J. Goodman, MD, Dino Rumoro and Marcia P Murphy were compensated for their roles as employees not as trustees.
Form 990, Part XI, line 9: Post Retirement Related Changes -79,803,161. Non Controlling interest in subsidiary 569,077. Endowment impairment -223,247.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
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 (if applicable) 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 48,117,096 8,094,319 Rush University Medical Center
 
(2) Vyridian
820 W Jackson Blvd
Chicago,IL60607
36-4208577
Billing Services IL 9,647,878 883,465 Rush University Medical Center
 
(3) Oak Park Imaging
610 S Maple Street
Oak Park,IL60304
36-4437483
Diagnostic Imaging IL 567,070 318,826 Rush University Medical Center
 
(4) Guardian Health Technologies LLC
1653 W Congress Parkway
Chicago,IL60612
36-2174823
Dormant IL 0 0 Rush University Medical Center
 
(5) Rush Oak Brook LLC
1653 W Congress Parkway
Chicago,IL60612
36-2174823
Dormant IL 0 0 Rush University Medical Center
 


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 entity?
Yes No
(1)Rush Copley Health Care System Inc
2000 Ogden Ave

Aurora,IL60504
36-3584043
Healthcare IL 501(c)(3) 11A Rush University Medical Center
 
Yes
 
(2)Copley Ventures
2000 Ogden Ave

Aurora,IL60504
36-3370216
Property & Healthplex Owner IL 501(c)(3) 3 Rush Copley Medical Center Inc
 
Yes
 
(3)Rush Copley Foundation
2000 Ogden Ave

Aurora,IL60504
36-3093877
Contribution Solicitation IL 501(c)(3) 7 Rush Copley Medical Center Inc
 
Yes
 
(4)Copley Memorial Hospital
2000 Ogden Ave

Aurora,IL60504
36-2170840
Healthcare IL 501(c)(3) 3 Rush Copley Medical Center Inc
 
Yes
 
(5)Rush Copley Medical Center Inc
2000 Ogden Ave

Aurora,IL60504
36-3193787
Healthcare IL 501(c)(3) 11A Rush Copley Health Care System Inc
 
Yes
 
(6)Rush Oak Park Hospital
520 S Maple Ave

Oak Park,IL60304
36-2183812
Healthcare IL 501(c)(3) 3 Rush University Medical Center
 
Yes
 
(7)Rush System for Health
1653 W Congress Parkway

Chicago,IL60612
36-4046278
Healthcare IL 501(c)(3) 11C Rush University Medical Center
 
Yes
 
(8)Riverside Health System
350 N Wall Street

Kankakee,IL60901
36-3167726
Healthcare IL 501(c)(3) 11C Riverside Rush Corporation
 
Yes
 
(9)Oakside Corporation
350 N Wall Street

Kankakee,IL60901
36-3166804
Healthcare IL 501(c)(3) 11B Riverside Rush Corporation
 
Yes
 
(10)Riverside Medical Center
350 N Wall Street

Kankakee,IL60901
36-2414944
Healthcare IL 501(c)(3) 3 Riverside Rush Corporation
 
Yes
 
(11)Riverside Senior Living Center
350 N Wall Street

Kankakee,IL60901
36-3670744
Healthcare IL 501(c)(3) 9 Riverside Rush Corporation
 
Yes
 
(12)Riverside Medical Health Care Foundation
350 N Wall Street

Kankakee,IL60901
36-3166033
Healthcare IL 501(c)(3) 11B Riverside Rush Corporation
 
Yes
 
(13)The Core Foundation
2020 W Harrison Street

Chicago,IL60612
36-3991833
Real Estate Holding IL 501(c)(3) 11A None
 
Yes
 
(14)Rush University Medical Center Professional Liability Loss Trust
1700 W Van Buren Street

Chicago,IL60612
36-6673233
Healthcare Insurance IL 501(c)(3) 11C Rush University Medical Center
 
Yes
 
(15)Auxiliary of Rush Oak Park Hospital
520 S Maple Ave

Chicago,IL60304
36-2255350
Hospital Support IL 501(c)(3) 11A Rush Oak Park Hospital
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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
Operation Imaging IL Circle Imaging Management Inc
 
Related 165,592 1,263,371   No     No 71.430 %
(2) Rush Surgicenter at the Professional Office Building LP

1725 W Harrison Street
Chicago,IL60612
36-3853026
Surgery Center IL Rush University Medical Center
 
Related 1,874,451 8,959,253   No   Yes   51.090 %
(3) Rush Oak Brook Orthopaedic Center LLC

1653 W Congress Parkway
Chicago,IL60612
35-2539357
Real Estate Holding IL Rush University Medical Center
 
Related -265 649,735   No   Yes   50.000 %








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
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Room Five Hundred

1700 West Van Buren Street
Chicago,IL60612
23-7139832
Dining Room IL Rush University Medical Center
 
C 2,156,657 70,197 100.000 % Yes  
(2) Rush University Medical Center Insurance Co

PO Box 1051
Grand Cayman    
CJ
Insurance CJ Rush University Medical Center
 
C 83,122 14,376,143 100.000 % Yes  
(3) Rush Copley Medical Group NFP(Copley Services)

2000 Ogden Ave
Aurora,FL60504
36-3235315
Healthcare IL  
C         No
(4) Rush Health

1653 W Congress Parkway
Chicago,IL60612
36-3972171
Healthcare IL Rush University Medical Center
 
C 8,934,484 9,186,781 29.700 %   No
(5) Pooled Income Fund (9)

 
 
Investments MA Rush University Medical Center
 
        Yes  
(6) Perpetual Trusts (7)

 
 
Trust IL Rush University Medical Center
 
        Yes  
(7) Perpetual Trusts (2)

 
 
Trust NY Rush University Medical Center
 
        Yes  
(8) Perpetual Trusts (2)

 
 
Trust RI Rush University Medical Center
 
        Yes  
(9) Perpetual Trust

 
 
Trust MN Rush University Medical Center
 
        Yes  
(10) Perpetual Trust

 
 
Trust MO Rush University Medical Center
 
        Yes  
(11) Perpetual Trust

 
 
Trust TX Rush University Medical Center
 
        Yes  
(12) Charitable Remainder Trust

 
 
Trust CA Rush University Medical Center
 
        Yes  
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) Rush Radio Surgery LLC

S 441,000 FMV
(2) Circle Imaging

A 1,958,512 FMV
(3) Circle Imaging

P 67,950 FMV
(4) Rush Master Retirement Trust

Q 46,666,667 FMV
(5) Copley Memorial Hospital

K 24,570 FMV
(6) Copley Memorial Hospital

Q 462,337 FMV
(7) Copley Memorial Hospital

E 1,087,042 FMV
(8) CORE Foundation

B 200,000 FMV
(9) CORE Foundation

O 573,571 FMV
(10) Rush University Medical Center Insurance Co

P 2,188,000 FMV
(11) Rush Surgicenter

O 29,078 FMV
(12) Rush Surgicenter

S 1,762,500 FMV
(13) Rush Surgicenter

Q 292,474 FMV
(14) Rush System for Health

M 19,712 FMV
(15) Rush System for Health

P 788,884 FMV
(16) Rush System for Health

S 545,409 FMV
(17) Rush Health

P 1,044,191 FMV
(18) Rush Health

M 5,120,143 FMV
(19) Rush Health

Q 9,796,286 FMV
(20) Rush Health

S 10,822,416 FMV
(21) Rush Health

R 13,573,389 FMV
(22) Rush Oak Park Hospital

Q 4,590,623 FMV
(23) Rush Oak Park Hospital

J 798,729 FMV
(24) Rush Oak Park Hospital

P 155,143 FMV
(25) Rush Oak Park Hospital

O 2,247,497 FMV
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(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 Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2015

Additional Data


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