TY 2018 Form 990

(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)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) Kapila Kapur Anand...................................................................... Trustee	1.00 .................	X		0	0
(2) Debra Beck...................................................................... Trustee	2.00 .................	X		0	0
(3) James A Bell...................................................................... Trustee	1.00 .................	X		0	0
(4) Matthew F Bergmann...................................................................... Trustee	1.00 .................	X		0	0
(5) Matthew J Boler...................................................................... Trustee	1.00 .................	X		0	0
(6) John L Brennan...................................................................... Trustee	1.00 .................	X		0	0
(7) Marca L Bristo...................................................................... Trustee	1.00 .................	X		0	0
(8) Frederick Brown DNP...................................................................... Trustee	41.00 ................. 0.00	X		206,852	9,304
(9) Peter C B Bynoe Esq...................................................................... Trustee/Vice Chair	2.00 ................. 1.00	X	X	0	0
(10) Philip A Canfield...................................................................... Trustee	1.00 .................	X		0	0
(11) Karen B Case...................................................................... Trustee	1.00 .................	X		0	0
(12) Adela Cepeda...................................................................... Trustee	1.00 .................	X		0	0
(13) Alison Li Chung...................................................................... Trustee	1.00 .................	X		0	0
(14) Karen Jaffee Cofsky...................................................................... Trustee	1.00 .................	X		0	0
(15) Ann W Cohn EdD...................................................................... Trustee	1.00 .................	X		0	0
(16) Christopher L Coogan MD...................................................................... Trustee	1.00 .................	X		0	0
(17) E David Coolidge III...................................................................... Trustee	3.00 ................. 1.00	X		0	0

(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)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(18) Kelly McNamara Corley........................................................................ Trustee	1.00 .......................	X				0	0
(19) Susan Crown........................................................................ Trustee/Chair	3.00 .......................1.00	X	X			0	0
(20) James W DeYoung........................................................................ Trustee/Vice Chair	3.00 .......................	X	X			0	0
(21) Bruce W Dienst........................................................................ Trustee	2.00 .......................1.00	X				0	0
(22) William A Downe........................................................................ Trustee	1.00 .......................1.00	X				0	0
(23) Christine A Edwards........................................................................ Trustee/Vice Chair	3.00 .......................1.00	X	X			0	0
(24) Francesca Maher Edwardson........................................................................ Trustee	1.00 .......................	X				0	0
(25) Peter M Ellis........................................................................ Trustee	1.00 .......................	X				0	0
(26) Charles L Evans PhD........................................................................ Trustee	1.00 .......................	X				0	0
(27) Larry Field........................................................................ Trustee	1.00 .......................	X				0	0
(28) Robert F Finke........................................................................ Trustee	3.00 .......................	X				0	0
(29) William J Friend........................................................................ Trustee	1.00 .......................	X				0	0
(30) H John Gilbertson........................................................................ Trustee	1.00 .......................	X				0	0
(31) William M Goodyear........................................................................ Trustee/Vice Chair	4.00 .......................1.00	X	X			0	0
(32) Sandra P Guthman........................................................................ Trustee	2.00 .......................1.00	X				0	0
(33) David C Habiger........................................................................ Trustee	1.00 .......................	X				0	0
(34) William J Hagenah........................................................................ Trustee	2.00 .......................	X				0	0
(35) William K Hall........................................................................ Trustee	1.00 .......................	X				0	0
(36) Christie Hefner........................................................................ Trustee	1.00 .......................	X				0	0
(37) Marcie B Hemmelstein........................................................................ Trustee	1.00 .......................	X				0	0
(38) Jay L Henderson........................................................................ Trustee/Vice Chair END 6/2019	3.00 .......................1.00	X				0	0
(39) Marvin J Herb........................................................................ Trustee	1.00 .......................	X				0	0
(40) John W Higgins........................................................................ Trustee	1.00 .......................	X				0	0
(41) John L Howard........................................................................ Trustee	1.00 .......................	X				0	0
(42) Ron Huberman........................................................................ Trustee	1.00 .......................	X				0	0
(43) William T Huffman........................................................................ Trustee	1.00 .......................	X				0	0
(44) Justin Ishbia........................................................................ Trustee	1.00 .......................	X				0	0
(45) Anthony D Ivankovich MD........................................................................ Trustee	1.00 .......................	X				0	0
(46) Kip Kirkpatrick........................................................................ Trustee	1.00 .......................	X				0	0
(47) Anthony M Kotin MD........................................................................ Trustee	1.00 .......................	X				0	0
(48) Frederick A Krehbiel........................................................................ Trustee	1.00 .......................	X				0	0
(49) Thomas E Lanctot........................................................................ Trustee	1.00 .......................	X				0	0
(50) Sheldon Lavin........................................................................ Trustee	1.00 .......................	X				0	0
(51) The Rt Rev Jeffrey D Lee........................................................................ Trustee	1.00 .......................	X				0	0
(52) Kenneth H Leet........................................................................ Trustee	1.00 .......................	X				0	0
(53) Aylwin B Lewis........................................................................ Trustee	1.00 .......................	X				0	0
(54) Susan R Lichtenstein........................................................................ Trustee	1.00 .......................	X				0	0
(55) Pamela Forbes Lieberman........................................................................ Trustee	1.00 .......................	X				0	0
(56) Todd W Lillibridge........................................................................ Trustee	1.00 .......................	X				0	0
(57) Paul E Martin........................................................................ Trustee	1.00 .......................	X				0	0
(58) Mary K McCarthy JD........................................................................ Trustee	1.00 .......................	X				0	0
(59) Gary E McCullough........................................................................ Trustee	2.00 .......................1.00	X				0	0
(60) Andrew J McKenna Jr........................................................................ Trustee	1.00 .......................	X				0	0
(61) James S Metcalf........................................................................ Trustee	1.00 .......................	X				0	0
(62) Mark C Metzger........................................................................ Trustee	1.00 .......................1.00	X				0	0
(63) Andrew J Mills........................................................................ Trustee	1.00 .......................	X				0	0
(64) Wayne L Moore........................................................................ Trustee	2.00 .......................	X				0	0
(65) Marcia Murphy DNP........................................................................ Trustee	41.00 .......................0.00	X				126,039	37,131
(66) William A Mynatt Jr........................................................................ Trustee	2.00 .......................	X				0	0
(67) Martin H Nesbitt........................................................................ Trustee	1.00 .......................	X				0	0
(68) Cindy Nicolaides........................................................................ Trustee	2.00 .......................	X				0	0
(69) Michael J O'Connor........................................................................ Trustee	1.00 .......................	X				0	0
(70) William H Osborne........................................................................ Trustee	1.00 .......................	X				0	0
(71) Karl A Palasz........................................................................ Trustee	1.00 .......................	X				0	0
(72) Aurie A Pennick........................................................................ Trustee	1.00 .......................	X				0	0
(73) Sheila A Penrose........................................................................ Trustee	2.00 .......................	X				0	0
(74) Perry R Pero........................................................................ Trustee	1.00 .......................1.00	X				0	0
(75) Stephen N Potter........................................................................ Trustee/Vice Chair START 6/2019	2.00 .......................	X	X			0	0
(76) Jos Luis Prado........................................................................ Trustee	1.00 .......................	X				0	0
(77) Stephen R Quazzo........................................................................ Trustee	1.00 .......................	X				0	0
(78) Eric A Reeves........................................................................ Trustee	1.00 .......................	X				0	0
(79) Karen C Reid........................................................................ Trustee	1.00 .......................1.00	X				0	0
(80) Thomas E Richards........................................................................ Trustee	1.00 .......................	X				0	0
(81) John W Rogers Jr........................................................................ Trustee	2.00 .......................1.00	X				0	0
(82) Joan S Rubschlager........................................................................ Trustee	1.00 .......................	X				0	0
(83) Jesse H Ruiz........................................................................ Trustee	1.00 .......................	X				0	0
(84) John J Sabl........................................................................ Trustee	1.00 .......................	X				0	0
(85) John F Sandner........................................................................ Trustee	1.00 .......................	X				0	0
(86) E Scott Santi........................................................................ Trustee	2.00 .......................	X				0	0
(87) Gloria Santona Esq........................................................................ Trustee	1.00 .......................	X				0	0
(88) Carole Browe Segal........................................................................ Trustee	2.00 .......................1.00	X				0	0
(89) Alejandro Silva........................................................................ Trustee	1.00 .......................	X				0	0
(90) David H B Smith Jr........................................................................ Trustee	1.00 .......................	X				0	0
(91) Jennifer W Steans........................................................................ Trustee	1.00 .......................	X				0	0
(92) Joan E Steel........................................................................ Trustee	1.00 .......................	X				0	0
(93) Carl W Stern........................................................................ Trustee	1.00 .......................	X				0	0
(94) Carole W Streicher........................................................................ Trustee	1.00 .......................	X				0	0
(95) Jonathan W Thayer........................................................................ Trustee	1.00 .......................	X				0	0
(96) Charles A Tribbett III........................................................................ Trustee	1.00 .......................	X				0	0
(97) Kenneth J Tuman MD........................................................................ Trustee	41.00 .......................0.00	X				138,078	1,200
(98) Edward J Ward MD........................................................................ Trustee	41.00 .......................0.00	X				335,462	29,425
(99) Gregory WWelch........................................................................ Trustee	1.00 .......................	X				0	0
(100) Marilyn K Wideman DNP RN BC FAAN........................................................................ Trustee	1.00 .......................	X				0	0
(101) John R Willis........................................................................ Trustee	2.00 .......................	X				0	0
(102) Thomas J Wilson........................................................................ Trustee	1.00 .......................	X				0	0
(103) Robert A Wislow........................................................................ Trustee	1.00 .......................	X				0	0
(104) Barbara Jil Wu PhD........................................................................ Trustee	1.00 .......................	X				0	0
(105) Larry Goodman MD........................................................................ CEO RUMC Ended 6/12/19	41.00 .......................1.00	X	X			2,673,512	375,977
(106) Omar Lateef DO........................................................................ CEO, RUMC 6/12/19	41.00 .......................1.00	X	X			978,961	191,383
(107) Dino Rumoro........................................................................ Acting Dean, Rush Medical College	41.00 .......................0.00	X	X			610,590	51,425
(108) Joseph Anderson........................................................................ VP, Human Resources Operations	40.00 .......................0.00		X			280,730	80,429
(109) David Ansell MD........................................................................ SVP, Community Health Equity	40.00 .......................1.00		X			1,035,351	138,867
(110) Cynthia Barginere DNP........................................................................ SVP and Chief Operating Officer	40.00 .......................0.00		X			668,383	126,034
(111) Andrew Bean........................................................................ Dean, Graduate College	40.00 .......................0.00		X			107,658	14,938
(112) Carl Bergetz JD........................................................................ SVP, Legal Affairs & General Counsel	40.00 .......................1.00		X			575,784	136,188
(113) Antonio Bianco MD........................................................................ SVP Clinical Affairs	40.00 .......................0.00		X			1,110,966	14,719
(114) Cynthia Boyd MD........................................................................ VP and Chief Compliance Officer	40.00 .......................0.00		X			457,404	66,487
(115) Peter Briechle........................................................................ VP, Philanthropy Programs & Services	40.00 .......................0.00		X			196,995	30,496
(116) Edward Conway........................................................................ VP, Clinical Affairs-Admin & Finance	40.00 .......................0.00		X			391,735	90,751
(117) Melissa Coverdale........................................................................ VP, Finance	40.00 .......................1.00		X			391,707	75,016
(118) Michael Dandorph........................................................................ President,RUMC and RSH	40.00 .......................2.00		X			1,445,316	247,242
(119) Richard B Davis........................................................................ VP, Human Resources Operations END 6/2019	40.00 .......................0.00		X			207,565	0
(120) Thomas Deutsch MD........................................................................ Provost, Rush University	40.00 .......................0.00		X			1,042,962	169,298
(121) Bruce Elegant........................................................................ VP, Hospital Operations	1.00 .......................40.00		X			569,628	93,343
(122) Brent Estes........................................................................ SVP, Business & Network Development	40.00 .......................0.00		X			611,358	107,922
(123) Marquis Foreman PhD........................................................................ Dean, College of Nursing	40.00 .......................0.00		X			360,122	66,273
(124) Sherine E Gabriel........................................................................ President, Rush University	40.00 .......................0.00		X			50,000	0
(125) Richa Gupta MBBS........................................................................ VP, Performance/Operational Effectiveness	40.00 .......................0.00		X			357,011	63,793
(126) Darlene Oliver Hightower........................................................................ VP, Community Health Equity	40.00 .......................0.00		X			204,510	40,735
(127) Bala Hota MD........................................................................ VP and Chief Analytics Officer	40.00 .......................0.00		X			563,713	101,667
(128) Joshua Jacobs MD........................................................................ VP, Research	40.00 .......................0.00		X			806,204	100,949
(129) K Ranga Rama Krishnan MB ChB........................................................................ CEO,Rush University System for Health	40.00 .......................1.00		X			1,397,082	181,844
(130) Joan Kurtenbach........................................................................ VP, Planning/Marketing/Communications	40.00 .......................1.00		X			385,192	92,968
(131) Michael Lamont........................................................................ VP, Facilities Management	40.00 .......................0.00		X			409,819	68,784
(132) Diane McKeever........................................................................ SVP Philanthropy & Development/Secretary	40.00 .......................1.00		X			695,445	130,399
(133) John Mordach........................................................................ SVP, Finance, and CFO	40.00 .......................1.00		X			1,105,090	196,977
(134) Michael Mulroe........................................................................ VP, Hospital Operations	40.00 .......................0.00		X			421,434	94,807
(135) James Mulshine........................................................................ Interim Dean-Graduate College	40.00 .......................0.00		X			399,474	64,667
(136) Patricia Nedved........................................................................ VP, Professional Nursing Practice	40.00 .......................0.00		X			316,472	49,875
(137) Patricia O'Neil........................................................................ VP and Treasurer	40.00 .......................0.00		X			354,761	70,467
(138) Brian Patty MD........................................................................ VP, Clinical Information Systems	40.00 .......................0.00		X			464,295	98,319
(139) Anthony Perry MD........................................................................ VP, Ambulatory Transformation	40.00 .......................0.00		X			455,297	97,779
(140) Terry Peterson........................................................................ VP, Corporate & External Affairs	40.00 .......................0.00		X			410,013	63,114
(141) Syed Rab MBBS MPH CHCIO........................................................................ SVP and Chief Information Officer	40.00 .......................1.00		X			752,436	157,705
(142) Angelique Richard PhD RN........................................................................ VP, Clinical Nursing	40.00 .......................1.00		X			526,796	88,379
(143) Charlotte Royeen PhD........................................................................ Dean, College of Health Sciences	40.00 .......................0.00		X			338,554	72,301
(144) Shanon Shumpert........................................................................ VP, Institute Equity/Human Resources	40.00 .......................0.00		X			231,352	31,020
(145) Mary Ellen Schopp........................................................................ Chief Human Resources Officer END 2/2019	40.00 .......................0.00		X			608,514	135,209
(146) Nicole Sibol........................................................................ VP, Business Development	40.00 .......................0.00		X			356,163	44,188
(147) Scott Sonnenschein........................................................................ VP, Hospital Operations	40.00 .......................0.00		X			436,754	101,840
(148) Vanessa Stacks........................................................................ VP, Care Coordination	40.00 .......................0.00		X			256,002	18,031
(149) Jeremy E Strong........................................................................ VP, Supply Chain	40.00 .......................0.00		X			240,837	47,349
(150) Katie Struck........................................................................ VP, Integrated Solutions/Optimization	40.00 .......................0.00		X			330,468	66,246
(151) Denise Szalko........................................................................ VP, Revenue Cycle	40.00 .......................0.00		X			429,929	75,552
(152) Lynne M Wallace........................................................................ VP, Human Resources	40.00 .......................0.00		X			270,363	72,834
(153) Thomas Wick........................................................................ VP, Principal and Major Gifts	40.00 .......................0.00		X			250,631	49,369
(154) Harel Deutsch MD........................................................................ Physician	40.00 .......................0.00			X		1,045,320	50,675
(155) Lorenzo Munoz MD........................................................................ Physician	40.00 .......................0.00			X		1,029,601	51,675
(156) Richard Byrne MD........................................................................ Physician	40.00 .......................0.00			X		1,194,613	51,632
(157) Vincent Traynelis MD........................................................................ Physician	40.00 .......................0.00			X		1,002,605	32,074
(158) Michael Liptay MD........................................................................ Physician	40.00 .......................0.00			X		1,335,125	56,162
(159) Peter Butler........................................................................ Former President	0.00 .......................0.00				X	132,862	1,200
(160) Richard K Davis........................................................................ Former VP, University Affairs	0.00 .......................0.00				X	448,255	96,461
(161) Jaime Parent........................................................................ FormerVP, Information Technology	0.00 .......................0.00				X	244,744	21,413
(162) Judson Vosburg........................................................................ former VP, Financial Planning	0.00 .......................0.00				X	164,404	3,529

(A) Name and business address	(B) Description of services	(C) Compensation
JONES LANG LASALLE AMERICAS 55 W LASALLE ST CHICAGO,IL60603	MANAGEMENT SERVICES	35,841,377
OWENS & MINOR DISTRIBUTION 230 W PALATINE RD WHEELING,IL60090	MEDICAL SUPPLIES & CONSULTATION	25,121,471
WALSH CONSTRUCTION COMPANYF 929 W ADAMS STREET CHICAGO,IL60607	CONSTRUCTION	20,202,446
EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA,WI53593	SOFTWARE MAINTENANCE	11,775,338
REED CONSTRUCTION 600 W JACKSON BLVD CHICAGO,IL60661	CONSTRUCTION	11,486,025
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 250

- TIN:

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


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) 2018

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(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

Gross receipts from related activities, etc. (see instructions) ..................

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

Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2017 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2018. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2018

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(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.)..

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

Public support percentage for 2018 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2017 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2018 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2017 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2018. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

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).

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.

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.

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.

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

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) 2018

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described in (a) above?

11b

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

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

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.

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.

Parent of Supported Organizations. Answer (a) and (b) below.

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.

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.

Schedule A (Form 990 or 990-EZ) 2018

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2018

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 2018 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-2018	(iii) Distributable Amount for 2018
1 Distributable amount for 2018 from Section C, line 6
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2018:
a From 2013.......
b From 2014.......
c From 2015.......
d From 2016.......
e From 2017.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2018 distributable amount
i Carryover from 2013 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2018 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2018 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2019. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2014......
b Excess from 2015.....
c Excess from 2016.....
d Excess from 2017.....
e Excess from 2018.....

Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018

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) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2

Name of organization Rush University Medical Center

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

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) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2018)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

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.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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) 2018

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 Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ...................................................................................................................	Yes No

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) 2015	(b) 2016	(c) 2017	(d) 2018	(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) 2018

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)

Yes

(b)

Amount

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Yes

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

449,500

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

271,395

Total. Add lines 1c through 1i ....................................................................................................

720,895

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

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. The decrease in other activities stems from the completion of satellite and ambulatory facilities thus reducing lobby ing activities. A portion of the lobbying expenditure stems from dues to hospital organizations, such as the IHA, AHA, MCHC and AAMC, that lobby on behalf of the healthcare industry.

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. The decrease in other activities stems from the completion of satellite and ambulatory facilities thus reducing lobby ing activities. A portion of the lobbying expenditure stems from dues to hospital organizations, such as the IHA, AHA, MCHC and AAMC, that lobby on behalf of the healthcare industry.

Schedule C (Form 990 or 990EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
SchDMd Bullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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.

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.

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

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:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2018

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	627,321,096	588,315,306	505,278,670	521,164,012	521,793,095
b	Contributions ...	8,504,428	6,957,150	4,226,027	4,047,128	4,864,889
c	Net investment earnings, gains, and losses	26,649,312	51,532,395	97,185,668	-2,040,476	11,650,065
d	Grants or scholarships ...	3,139,853	2,968,721	2,684,169	2,629,194	1,830,428
e	Other expenditures for facilities and programs ...	17,026,192	16,097,830	15,222,879	14,807,856	14,809,823
f	Administrative expenses ....	359,412	417,204	468,011	454,944	503,786
g	End of year balance ......	641,949,379	627,321,096	588,315,306	505,278,670	521,164,012

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

1.000 %

Permanent endowment SchDMd Bullet

51.000 %

Temporarily restricted endowment SchDMd Bullet

48.000 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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 .....	55,090,445		55,090,445
b	Buildings ....	1,638,382,397	764,767,462	873,614,935
c	Leasehold improvements	51,965,099	42,361,533	9,603,566
d	Equipment ....	588,878,431	456,368,166	132,510,265
e	Other .....	198,849,403		198,849,403
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,269,668,614

Schedule D (Form 990) 2018

Page 3

Part VII

InvestmentsOther 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.........	414,977,784	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.)	414,977,784

Part VIII

InvestmentsProgram 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.)

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.)...........

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	14,782,434
Pension Liabilities	37,426,954
Securities Lending Liabilities	3,576,969
Annuities-Philanthropy	643,697
Asset Retirement Cost	21,348,811
Payable to Affiliate	412,156
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	78,191,021
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) 2018

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
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
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
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

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
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
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

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
Schedule D Part V Line 4	-The endowments are used to fund professorships (42%), research (15%), free care (8%), student financial aid (14%), education and fellowships (11%) and other programs (10%).

Schedule D (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

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.

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? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

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	2,400,000
	Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,	0	0	Program Service	Charitable Health Care and healthcare related conferences.	10,756
	East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,	0	0	Program Service	Charitable Health Care and healthcare related conferences.	219,847
	Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium	0	0	Program Service	Charitable Health Care and healthcare related conferences.	451,952
	Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,	0	0	Program Service	Charitable Health Care and healthcare related conferences.	121,392
	North America - Canada and Mexico, but not the United States	0	0	Program Service	Charitable Health Care and healthcare related conferences.	1,294,561
	South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,	0	0	Program Service	Charitable Health Care and healthcare related conferences.	310,056
	Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,	0	0	Investments		127,300,031
	Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso,	0	0	Program Service	Charitable Health Care and healthcare related conferences.	7,317
	South Asia	0	0	Program Services	Charitable Health Care and healthcare related conferences.	3,812
	Russia and Neighboring States - Armenia, Azerbijan, Belarus,	0	0	Program Services	Charitable Health Care and healthcare related conferences.	1,073
	Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,	0	0	Investments - Partnerships		36,159,496





3a	Sub-total .....	0	0			132,108,595
b	Total from continuation sheets to Part I ...					36,171,698
c	Totals (add lines 3a and 3b)	0	0			168,280,293

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018

Schedule F (Form 990) 2018

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)	(c) Region	(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 .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2018

Schedule F (Form 990) 2018Page 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) 2018

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2018

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. The transfer of assets were isurance premiums made to the entity's wholly owned Cayman Island Insurance Company.

Schedule F (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

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 arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

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.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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?

YesNo

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)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

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) 2018

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.

		(a) Event #1 Road Home Program (event type)	(b) Event #2 Women's Board Fall Benefit (event type)	(c) Other events 5 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	1,058,056	616,384	942,785	2,617,225
2	Less: Contributions . . . .	995,356	338,225	629,475	1,963,056
3	Gross income (line 1 minus line 2) . . . . . .	62,700	278,159	313,310	654,169

4	Cash prizes . . . . .
5	Noncash prizes . . . .		5,000	1,955	6,955
6	Rent/facility costs . . . .		22,059	42,760	64,819
7	Food and beverages . . .	91,006	67,087	141,163	299,256
8	Entertainment . . . .	625	10,000	78,981	89,606
9	Other direct expenses . . .	80,860	114,520	155,955	351,335
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				811,971
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				-157,802

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.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .			121,989	121,989

2	Cash prizes . . . . .
3	Noncash prizes . . . .	6,205	6,205
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes100.000 %
	No

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

6,205

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

115,784

Enter the state(s) in which the organization conducts gaming activities: IL

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2018

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

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? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

100.000 %

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Patty Ruiz Ostrow Reisin Berk Ab

Address

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? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

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

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Jennifer Veloso

Gaming manager compensation right arrow

$ 0

Description of services provided right arrow

Record Keeping and Bank Deposit

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

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

$ 115,784

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 provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2018

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

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other 30000.0000000000 %

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: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

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.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(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) . . .		25,501,850		25,501,850	1.280 %
b	Medicaid (from Worksheet 3, column a) . . . . .		366,798,457	257,104,708	109,693,749	5.490 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .		392,300,307	257,104,708	135,195,599	6.770 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	471,962	22,383,957	13,391,528	8,992,429	0.450 %
f	Health professions education (from Worksheet 5) . . .		163,924,182	98,917,976	65,006,206	3.250 %
g	Subsidized health services (from Worksheet 6) . . . .		369,346,723	297,404,408	71,942,315	3.600 %
h	Research (from Worksheet 7) .		173,280,788	135,637,893	37,642,895	1.880 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .		395,000		395,000	0.020 %
j	Total. Other Benefits . .	471,962	729,330,650	545,351,805	183,978,845	9.200 %
k	Total. Add lines 7d and 7j .	471,962	1,121,630,957	802,456,513	319,174,444	15.970 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2018

Schedule H (Form 990) 2018

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.

		(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	130	2,157,275		2,157,275	0.110 %
3	Community support	1,475	168,175	600	167,575	0.010 %
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development	4,454	1,929,661		1,929,661	0.100 %
9	Other
10	Total	6,059	4,255,111	600	4,254,511	0.220 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

12,460,715

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. ......

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

Enter total revenue received from Medicare (including DSH and IME).....

269,826,101

Enter Medicare allowable costs of care relating to payments on line 5.....

291,018,955

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-21,192,854

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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 %	(e) Physicians' profit % or stock ownership %
11 Rush SurgiCenter at the Professional Building LP	Healthcare	51.080 %	48.920 %
22 Rush Oak Brook Orthopaedic Center LLC	Healthcare	65.000 %	35.000 %
33 Rush Oak Brook Surgery Center LLC	Healthcare	25.000 %	75.000 %
44 Rush Radiosurgery LLC	Healthcare	49.000 %	51.000 %
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2018

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?1Name, 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)
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) 2018

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

Community Health Needs Assessment

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?........................

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...............

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 18

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 .................

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..................................

Yes

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. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): See Part V Section C

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 18

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): See Part V Section C

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

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) 2018

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

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 300.000000000000% and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

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):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

See Part V Section C

The FAP application form was widely available on a website (list url):

See Part V Section C

A plain language summary of the FAP was widely available on a website (list url):
See Part V Section C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2018

Page 6

Part VFacility Information (continued)

Billing and Collections

	Rush University Medical Center
Name of hospital facility or letter of facility reporting group

Yes

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 nonpayment?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs

Made a reasonable effort to orally notify individuals about the FAP and FAP application process

Processed incomplete and complete FAP applications

Made presumptive eligibility determinations

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2018

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	Rush University Medical Center
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2018

Page 8

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, 16j, 18e, 19e, 20e, 21c, 21d, 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: Similar to 2016, for its 2019 CHNA, Rush's Office of Community Engagement, under its Senior Vice President for Community Health Equity, led the effort for the Rush collaborative CHNA. We sought to include more stakeholders in our process of developing the CHNA this time around by engaging old and new partners. 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 perspectives from our colleagues at health systems and public health entities in the area; community leaders and members; and our colleagues participating in the Alliance for Health Equity. The Alliance for Health Equity is a collaborative group convened by the Illinois Public Health Institute and consisted at the time of over 30 hospitals, area health departments, and more than 100 community-based organizations working together on a joint CHNA process. As we developed our recommended actions for this iteration of the CHNA, we again sought input from our key stakeholders. To see a list of those who engaged in this process and Rush worked with at the time, please view our CHNA online and proceed to Appendix.
Rush University Medical Center	Part V, Section B, Line 6a: Rush conducted its CHNA in 2019 with the leadership of the Alliance for Health Equity, similar to its CHNA in 2016. This partner group initiated one of the largest collaborative CHNAs in the country with the current involvement of 30+ nonprofit and public hospitals, along with area 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 collectively once again. Steering committee hospitals and health departments in the Alliance for Health Equity (as of June 2019): Advocate Aurora HealthAMITA HealthAnn and Robert Lurie Children's Hospital of ChicagoGottlieb Memorial Hospital Loyola University Health SystemMacNeal HospitalMercy Hospital and Medical Center Northwestern MedicineNorwegian American Hospital Palos HospitalRoseland Community Hospital Rush University System for HealthSinai Health SystemSinai Urban Health Institute South Shore HospitalSwedish Covenant HospitalUniversity of Chicago Medicine University of Illinois Hospital and Health Sciences System
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
Rush University Medical Center	Part V, Section B, Line 7d: Rush has actively worked to promote its Community Health Needs Assessment (CHNA) since its adoption both for the 2016 document and now the 2019. The 2016 and 2019 documents are located on our website, and we are proud to say that given our growing commitment to community, we have developed an enhanced Community Engagement and Community Health Equity website. We have brought the CHNA to meetings with community based organizations across the west side of Chicago since its adoption as well as to partners in the near west suburbs, as we view this as a public good for our respective communities. We also ensured that we brought our CHNA, Community Health Implementation Plan (CHIP), and Community Benefit Report to our ambulatory sites and waiting rooms across the Rush enterprise to ensure more people can see/access it. Rush has also presented on the CHNA at many national meetings and conferences, as Rush views the document as a prime example of our commitment to connecting academic and community impact. In particular, we utilize our annual Chicago Community Trust On the table event to bring health equity data and partners together.
Rush University Medical Center	Part V, Section B, Line 11: Rush's Community Health Implementation Plan (CHIP) was adopted in June 2019 simultaneously with the CHNA. This combined approach was an improvement for the new round of CHNA/CHIP, as Rush leadership believed that if we identify needs we must simultaneously come up with an approach to address them. The following Community Health Needs were identified in partnership with the Alliance for Health Equity, and the improvements with guidance and focus to connect with local initiatives as Rush believes it must partner with others to move the needle to improve health such as the Alliance, West Side United, Senator Durbin's HEALE initiative, and West Side ConnectED. Given that our CHNA/CHIP were formally adopted in June 2019, the following efforts tied to the final year of our 2016-2019 CHNA/CHIP, but there is great overlap as we are doubling down on our new goals. The needs identified for 2019 remained the same with the addition of maternal child health, as a fifth need.Please note that we only highlight selected information in the following section. For more detailed information, please find published documents and supporting programs on our website, https://www.rush.edu/about-us/rush-community.Goal 1: Reduce inequities caused by the social, economic and structural determinants of health a. Rush has been working to improve educational attainment through long standing programs such as our partnership with Malcolm X College, Richard T. Crane Medical Preparatory High School, and the K-12 program- REACH, the Rush Education and Career Hub. This builds on years of partnership, but focuses our efforts in communities we identified with the most need. In FY19, REACH programs served more than 2,500 students, 500 parents and more than 350 teachers.b. Identify, measure and mitigate the social determinants of health among those at risk - particularly children, young adults and people with chronic illness.During the fiscal year, Rush implemented a screening tool to identify non-medical barriers to good health, such as food insecurity, homelessness, lack of utilities, transportation barriers, and lack of primary care/insurance. This screening tool was implemented in the Rush University Medical Center Emergency Department, primary care settings, and community based settings. Patients screened for these social determinants of health (SDOH) were connected to services via a partnership with NowPow, a locally-based, resource directory company which provides curated, personalized resources that are shared with patients. Future plans include the integration of the SDOH screening tool with a screen designed to detect Adverse Childhood Experiences (ACE) - traumatic events which are strongly related to the development and prevalence of a wide range of health problems throughout a person's lifespan. Further, we intend to expand the SDOH screening tool system-wide and connect it with Medicare Health Risk Assessments (HRAs) as well as develop opportunities to study and publish on the impact of screening on patients' overall health outcomes.Rush joined the Alliance for Health Equity (AHE) early on and is a member of the steering committee. In addition, a Rush representative chairs several work-groups, including the Food Security and Social Determinants workgroups. Rush is particularly invested in helping guide AHE to focus on our identified needs and improvements. Rush also has a leadership role data, policy, and trauma informed care work groups. Goal 2: Improve access to mental and behavioral health services a. Address psychological trauma through screening tools and referral programs in school-based health centers and faith-based organizationsRush is 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, the College of Nursing and Rush Community Based Practices offer mental health services in the community at Simpson Academy for Young Women and the College of Nursing Faculty Practice sites.School Based Students seen in the SBHCs are receiving age-appropriate risk screening and evaluation for mental health issues. Those identified with mental health issues are referred for in-SBHC or community-based counseling and psychiatric services. In FY19, 876 risk screenings were completed, resulting in 175 referrals for additional mental health services. Of those 175, 100 were successfully linked to care. Among the 100 are three pregnant teens who have been referred to home visiting services through the ACEs in Pregnancy program. Through a partnership with the Rush Department of Psychiatry, psychiatric services, provided both in-SBHC and by telehealth visits, launched in January 2018. During FY19, there were 49 students referred for SBHC provided psychiatric care. One thousand seven hundred forty minutes of education that focused on trauma, mental health, and skill building for resilience was provided to 900 students through school outreach activities. Finally, 140 teachers, parents, staff, and community members' participated educational sessions on the same topics.Faith Based A total of 233 congregants and community members were trained in Mental Health First Aid, which teaches lay people how to identify, understand, and respond to signs of addictions and mental illnesses. b. Expand access to other screenings and servicesThrough a partnership with the Rush Department of Psychiatry launched in January of 2018, Rush provided psychiatric services, in-SBHCs and by telehealth visits. Nearly two thousand hours of education that focused on trauma, mental health, identification of mental health issues, and skill building for resilience was provided to 825 students through school outreach activities.Goal 3: Prevent and reduce chronic disease by focusing on risk factors a. Reduce risk factors through assessments, disease management programs and improved access to healthy food. The Rush Surplus Project continued to take place at both Rush University Medical Center and Rush Oak Park Hospital in FY19. Through a continued partnership with Franciscan Outreach and Oak Park River Forest Food Pantry (recently renamed Beyond Hunger), in FY19, Rush has provided 26,488 free meals to both Franciscan and Beyond Hunger. Additionally, Rush continues to collaborate with another community partner, Top Box foods to provide local produce to its employees and community members for a discounted rate monthly. In FY19, 529 unique Rush employees participated in this program. Finally, Rush recently implemented their Food is Medicine Program on 4 inpatient units and is actively rolling it out to the remainder of the inpatient care units and ROPH. This program provides food from the hospital-based pantry to the patients who have screened positive for food insecurity prior to their discharge at Rush University Medical Center. These individuals are also provided with referrals to local pantries for them to continue to receive food after discharge and pursue SNAP. Through July 2019, there have been 270 bags of food delivered to patients who have screened positive for food insecurity.ROPH's community wellness program screens and connects individuals to resources at Oak Park River Forest Food Pantry, a nursing led screening 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, depression and more. In FY19, the program provided services to over 2,268 women and families. The Metropolitan Chicago Breast Cancer Task Force launched in 2007 as an independent nonprofit based at Rush, with the goal of reducing the disparity in breast cancer deaths between black women and white women in Chicago. After these initiatives launched, the disparities began to decrease. In addition, ROPH provides free mammograms to uninsured or underinsured women who live in Oak Park, River Forest and Proviso Township. In FY19, more than 550 women were screened.In the past fiscal year, Rush focused its efforts on the Tobacco Oversight Committee and extending the reach of its community efforts, particularly supporting Oakley Square in their efforts to go smoke-free by offering staff support, training, and our comprehensive web-based tool, Pro-Change. In addition, Rush provides trainings to its respective providers on Courage and Counsel to Quit with partner, Respiratory Health Association. This also included offering quarterly courses to patients and community members to quit smoking at Rush Oak Park Hospital.CONTINUED BELOW
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 income information from a 3rd party vendor for all uninsured patients.FINANCIAL ASSISTANCE POLICYIn 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 individuals eligibility for financial assistance or payment plans; 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.
Part V, Section B Line 7a	Rush Community Health Needs Assesment:https://www.rush.edu/about-us/rush-community
Part V, Section B Line 10	Rush Community Health Needs Assessment Inplementation Strategy:https://www.rush.edu/about-us/rush-community/roadmaps-and-reports
Part V, Section B, Line 11: CONTINUED FROM ABOVE	Goal 4: Increase access to care and community services In 2016 Rush established a formal partnership with CommunityHealth, the largest free clinic in the City of Chicago. Rush attending physicians, medical residents and students volunteer their time and skills through rotations to provide medical, dental, mental health and free prescription services at CommunityHealth. The formal partnership serves as a way to better connect patients to primary care and insurance. If the patients need insurance or primary care, they are referred to Rush's Transitional Care Program (TCP) where patient navigators determine the best place of service for the patient. CommunityHealth offers health services ranging from routine physicals and immunization programs to a full laboratory and pharmacy as well as free services for medications and dental. In FY18, 396 patients have been referred to CommunityHealth.
Part V, Section B Line 16a	Rush Financial Aid Policy:https://www.rush.edu/sites/default/files/financial-assistance-policy-english-2019d.pdf
Part V, Section B Line 16b	Rush Financial Aid Application:https://www.rush.edu/sites/default/files/financial-assistance-application.pdf
Part V, Section B Line 16c	Rush Financial Aid Policy Plan Language Summary:https://www.rush.edu/sites/default/files/financial-assistance-brochure-english-2019d.pdf

Schedule H (Form 990) 2018

Page 9

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) 2018

Page 10

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:	Other factors include Rush's Presumptive Charity Care Program. For this program, Rush utilizes data received from a third party vendor 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. Patients not qualifying for Presumptive Charity Care, may also complete an application to determine eligibility under Rush's Charity Care and Limited Income Programs identified in the Financial Assistance Policy. Both programs are income-based but also utilize an asset test to determine eligibility. Patients meeting the asset test whose income is 0-300% 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 (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 includes Schedule H information about RUMC 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 2019 As-Filed Medicare Cost Report. Medicare revenues and costs were extracted from the FY19 As-Filed Medicare Cost Report.
Part I, Line 7g:	Rush has included costs associated with Rush owned physician clinics in subsidized health services. There is $210,377,445 in costs in line 7g which represents these clinics.
Part I, Ln 7 Col(f):	Total expenses reported on Form 990, Part IX, line 25, column (A) does not include bad debt expense. The bad debt expense was reported as a reduction of revenue on Form 990, Part VIII. The amount of bad debt is $36,635,277.The calculation of the ratio of patient cost to charges was based on Rush's FY19 As-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 of 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 II, Community Building Activities:	Physical improvements and housingRush has committed to the concept of housing as health, with senior leadership approving a pilot program to house 6 of our chronically homeless patients in partnership with the Center for Housing and Health, a subsidiary of the AIDS Foundation of Chicago. This pilot follows Housing and Urban Development (HUD) definitions and guidelines and provides both bridge and permanent, supportive housing to individuals in need. Rush has invested substantially into this program and is expanding it in FY20 with the new City of Chicago Flexible Housing Pool.Economic DevelopmentInvest locally - In FY19, Rush invested $730,000 in six projects on the West Side including Austin Coming Together, Enlace Chicago, Youth Outreach Services, Carole Robertson Center for Learning, Cook County Land Bank Authority, and Austin Rising Initiative. Rush also partnered with other hospitals through West Side United to award a total of $85,000 in small grants to seven small businesses on the West Side of Chicago. Local Purchasing - Rush has organizational goals to increase purchasing with vendors from the West Side. Rush has partnered with Together Chicago and Chicago Anchors for a Strong Economy to identify and contract with vendors at the hyper-local level. In FY19, Rush increased spending in targeted sourcing categories by $1M. Rush engaged with Concordance Healthcare Solutions, a medical-surgical supply distributor, to locate its distribution center in one of Rush's Anchor Mission (AM) communities and commit to hiring their warehouse staff from the AM communities. Rush engaged with Fooda for cafeteria services, with a goal of increasing spending in the AM communities. Rush is part of the West Side Anchor Committee with five other hospitals and health systems to share best practices and increase the use of local vendors. Employee Efforts - Rush is also committed to serving our employees whom we consider as our "first community and have created programs to create financial stability. These include retirement readiness and financial wellness training for employees through Working Credit and Fifth-Third EBus.Environmental ImprovementsRush understands that in its commitment to improving health, it must also be aware of its environmental footprint. As a result, Rush developed The Green Team at Rush University Medical Center and continued to support The Green Team at Rush Oak Park Hospital. Each of the green teams have adopted a mission to improve the social and physical wellbeing of the patients, students, employees and community we serve through a culture of environmental sustainability. Institute a task force to focus on inbound and outbound environmentally friendly programs through: Energy and water conservation; Reduction of our carbon footprint; Recycling program and waste reduction; Local & sustainable food; Establishing sourcing relationships with environmentally conscious vendors. Rush has also engaged Practice Green Health, which is an advisory service to attain green culture. In early 2018 Rush became the first academic health system in the region to adopt a comprehensive clean air policy. This policy includes guidelines for all new construction on the downtown and Oak park campuses that will adopt the cleanest diesel policies for our air quality and also developed guidelines to limit all unnecessary idling on campus (example of some that is excluded is Mobile Stroke Unit, but they will aim to find plugs when positive). This policy was adopted by Rush in partnership with Respiratory Health Association and Environmental Law and Policy Center. In FY19, Rush implemented new smoke-free signs across the entirety of the Rush campus. In FY19, Rush University's Department of Health Systems Management was awarded the Commission on the Accreditation of Healthcare Management Education (CAHME) Canon Solutions America Award for Sustainability and throughout FY19 has partnered with Canon for pro-bono consulting on sustainability improvements to pursue in FY20. In addition, Rush will hire a Sustainability Manager in FY20. Coalition BuildingWest Side United (WSU, westsideunited.org)WSU is a collaborative of 6 health institutions including Rush University Medical Center, Cook County Health, Ann and Robert H. Lurie Children's Hospital, Presence/AMITA Health System, Sinai Health System, UI Health, and other healthcare providers, education providers, the faith community, business, government and residents. This collaborative is working to improve neighborhood health by addressing inequities in healthcare, education, economic vitality and the physical environment using a cross-sector, place-based strategy. The overarching aim is to reduce life expectancy gaps between the Loop and the 10 Westside neighborhoods of focus by 50% by 2030. As part of its efforts to address economic vitality, West Side United invested $1.7 million in six new and existing community development projects in West Side neighborhoods that will increase affordable housing connect youth to services and build capacity for established community organizations. They have also partnered with Accion and Northern Trust to develop a small business accelerator program with hopes of funding $250K in small business grants. As well, they have committed $250K to expand mental health services through co-location grants for local social service agencies. In March 2019, West Side United announced the following additional goals: Health & HealthcareLaunch 'Live Healthy West Side', a community health framework that promotes health and well-being: Coalesce initiatives around reducing health inequities in 2 health conditions: Hypertension, Maternal child health.Economic Vitality over the next 3 years: Triple commitment in Impact Investing to $7.5 millionIncrease WSU institutions' local hiring by 15% (~3,500 new West Side hires by 2021)Increase local spend dollars by 20% (~$100 Million invested in West Side communities)Expand Small Business Grant Pool to $500,000 per year leveraging new external fundersExpand Employee Professional Pathway Programs to include 3 more career pathways (nursing, health IT and certified nursing assistant) Neighborhood & Physical EnvironmentLaunch a Healthy Food Voucher program to provide fruits & vegetables to 1,000 West Side residents by 2021Support 3 CPS schools in complying with CPS Nutrition Education standards and policiesStrengthen direct support relationships with food pantries to provide wrap around services such as SNAP enrollment EducationIncrease High School internships by 50% from 400 to 600 seats Support the development of community hubs at 2 schools to expand wrap around servicesEstablish career exposure programs at up to 4 elementary schools on the West SideWest Side ConnectEDRush is a founding member of West Side ConnectED, a collaborative of five hospitals serving Chicago's West Side working to improve our efforts on social determinants of health with support from Catholic Charities of the Archdiocese of Chicago. The group, as referenced prior, is particularly focused on implementing screening about primary care/insurance, food security, housing, utilities, and transportation in the Emergency Departments. In FY19 Rush dedicated staff time equivalent of approximately $15,000. The coalition also secured funding from the Illinois Health and Hospital Association (IHA) and WSU to secure a project manager and screening connections with the Patient Innovation Center. Lurie Children's Hospital joined the initiative in FY19 given shared interests in this health improvement effort and spent.Community Health Improvement AdvocacyWorkforce DevelopmentRush Capital Projects team now reviews contracts for construction and capital projects undertaken by the hospital, and, for the first time, depending on the size of the project, includes goals for Anchor Mission local hiring in the contract language. The first project under these commitments has already been completed-a clinic in the South Loop, which contributed $261K in salaries to residents in the Anchor Mission communities. Rush launched a two-year Medical Assistant career pathway program for full-time employees. The program is in collaboration with four other health system employers, training providers and funding partners. Additionally, Rush launched a pathway for underemployed youth between the ages of 18 and 26 to become patient care technicians in partnership with Skills for Chicagoland's Future. Six (6) of the 7 individuals (86%) from the first cohort who successfully completed the patient care technician pathway program were hired at Rush, reducing time to fill by 30 days. We have launched two cohorts for the medical assistant career program with 20 participants. The third cohort will launch in June 2020. Rush Oak Park Hospital also supports career development of students with special needs
Part III, Line 2:	The cost for the total bad debt provision of $36,635,277 was calculated using the FY19 As-Filed Medicare Cost Report as a source for computing an overall cost-to-charge ratio. This reduces the bad debt expense of $36,635,277 to cost of $12,460,715. 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 situation in which patient scan 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 III, Line 4:	During FY19, Rush's reported provision for bad debt was a total of $36,635,277 which equates to $12,460,715 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 2019 As-Filed Medicare Cost Report. Medicare revenues and costs were extracted from the FY19 As-Filed Medicare Cost Report.
Part III, Line 9b:	For public transparency and ease, the debt collection policy is included in the financial assistance policy within section entitled - "Collections and Other Actions Taken In the Event of Non-Payment"Rush attempts to notify patients of the financial assistance policy by means of the billing statements that are issued to patients when a balance is due. There is language in all billing statements that financial assistance is available and a plain language summary is provided on all statements prior to placing accounts with bad debt collection agency. In addition our collection agencies will attempt to notify patients of Rush's financial assistance policy before placing accounts with the credit bureau.
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 and continues to do so beyond the Community Health Needs Assessment (CHNA) process. Given that Rush conducted its CHNA for FY19, everything was related to that effort.
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 Community Health Needs Assessment (CHNA), but Rush defines its respective community as the West Side of Chicago and near city suburbs of Oak Park, Forest Park, and River Forest. Rush purposely chose to define its community for the CHNA as the geographic area between the two 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, most specifically 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.
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. There is no data included for Rush Oak Park Hospital.
Part VI, Line 7	List of states receiving Community Benefit Report:IL
Part V, Section B Line 16i	The following disclosure is in accordance with Rev. Proc 2015-21 Section 7 in regards to Schedule H, Part V, Section B, Line 16i:During part of the tax year, Rush did not have a current Financial Assistance Policy (FAP) that had been translated into the primary language spoken by a Limited English Proficiency (LEP) population, as required by Section 501(r)(4). Spanish is a primary language for more than 1,000 individuals or 5 percent of the community served by Rush or the population likely to be affected or encountered by Rush, as defined by Section 501(r)(4). In FY19, Rush did have a Spanish application for patients applying for financial assistance. This application was available for use by Financial Counselors and could be mailed to patients that called Customer Service requesting financial assistance. Rush also had a Spanish plain language summary available. However, Rush was not compliant in having the full financial assistance policy translated into Spanish for all of FY19. Although all documents were available on the web in Spanish, the version of the FAP updated on March 1, 2018 was neither translated to Spanish nor made available on Rush's website. This was discovered in February 2019 as Rush worked with tax consultants on Schedule H and corrected the FAP updated on April 1, 2019. Soon after this was discovered, Rush implemented procedures to ensure ongoingcompliance with this requirement. More specifically, Rush has implemented a checklist of items to ensure compliance with the language requirement. Included in this checklist is a step to confirm any updates to the FAP, application, or plain language summary occurs in all required and available languages.
Part V, Section B Line 22b	The following disclosure is in accordance with Rev. Proc 2015-21 Section 7 in regards to Schedule H, Part V, Section B, Line 22b:For part of FY19, the hyperlink to the actual AGB percentage calculation was not functioning. This technical issue was identified in February 2019 and immediately corrected. The AGB calculation was updated on April 1, 2019, as scheduled.
Part VI, Line 5	Supporting Information - CHNA/CHIPGoal 1: Reduce inequities caused by the social, economic and structural determinants of health Supporting Program Information: Rush Education and Career Hub (REACH)The Rush Education and Career Hub (REACH) extends Rush's 28-year legacy of support for Chicago school communities. Since 1990, thousands of students from pre-kindergarten to college have participated in science and math enrichment learning experiences. The REACH model provides these offerings and integrates them into a cradle-to-career pathway with a mission of increasing diversity in STEM/health care professions. Our overall goals are to increase high school graduation rates, college matriculation, interest in healthcare/STEM careers; and to build skills for the 21st-century workforce, including communication, collaboration, critical thinking, creativity, and leadership. Through enrichment, engagement, skills training and high-quality work-based learning, Rush is preparing underrepresented youth for success in the healthcare industry. Rush's dedication to promoting a healthy community has fostered a strong commitment to supporting the growth and development of our local neighborhoods; including school communities. In FY18, REACH deepened its collaboration with five partner elementary schools and four high schools with STEM and/or healthcare programs. Rush University Medical Center is uniquely situated to increase the diversity of the healthcare workforce; addressing educational opportunity gaps, and cultivating a pipeline of health professionals focused on reducing health disparities for west side neighborhoods. REACH provides programming across the pre-K-16 educational continuum through the initiatives highlighted below:Elementary Outreach (Gr. Pre-K-5)In 1998, REACH developed its preschool program to introduce preschool children to science, math, and literacy skills. REACH later expanded to include primary grades and currently provides education outreach in 6 public and private schools. The goal of the REACH Elementary Initiative is to provide a stimulating environment for the development of science, math, and literacy skills by providing science /STEM labs and materials appropriate for young children. REACH works with educators to facilitate understanding of fundamental science and math concepts and support student development of inquiry skills by using their natural curiosity to explore their surroundings. In addition to academic enrichment, Rush exposes students and their families to a variety of STEM/healthcare career pathways to inspire future career plans. REACH believes that early parental involvement is crucial for children to be successful in school and supportive in planning for college and career success. In FY19, 1038 students, 50 teachers and 300 parents participated in this program.Middle School Outreach (Gr. 6-8th)In FY19, REACH launched two new programs targeted for 6th-8th grade students. Vitals for STEM Success is an after-school curriculum enrichment program for middle school students interested in STEM and health care careers. The program consists of three, 10-week sessions on the Rush campus. In addition to STEM learning experiences, the enrichment program includes career exploration, mentoring and tutoring. Future Ready Learning Lab, supported in part by Michael Reese Health Trust, is an enrichment elective focused on building interest and awareness of careers in the STEM/healthcare field, increasing sense of self-efficacy, developing 21st century learning skills and transitioning to high school. The elective is incorporated into the school day and include opportunities for parent and community engagement. The partner schools for this program are Nathaniel Dett Elementary and Washington Irving Elementary Schools.High School Outreach (Gr. 9-12)REACH's programs for grades 9 through 12 include academic, college and career development. Initiatives include specialized courses, site visits, job shadowing and summer internships at Rush that expose students to a wide range of health care careers. REACH also supports dual-credit enrollment opportunities, help student's complete college applications, provide mentoring and more. In FY19, REACH provided intensive experiences for 350 high school students.During the summer of 2019, Rush provided work-based learning experiences for over 200 youth across the campus. Ninety percent of participating high school students also earned industry-recognized certifications in Cardiopulmonary resuscitation, Electrocardiography, and/or First Aid. MedSTEM Pathways, our signature high school program, is designed to introduce teens to a wide range of clinical and non-clinical healthcare careers, develop leadership skills and build academic skills. MedSTEM Pathways provides pre-internships for rising sophomores, juniors, and internships for rising juniors and seniors. By leveraging resources from across Rush University Medical Center, we provided students with comprehensive, engaging experiences including personal development workshops, industry-recognized certifications, and networking with career professionals.In addition, with a generous grant from JP Morgan Chase, Rush completed a pilot of its Health IT program at Richard T. Crane Medical Preparatory High School (Crane). Rush ultimately served 44 students and saw 20 students complete their EPIC Cadence Certification over the summer. The Health IT program expanded to year-round programming and will include the creation of a playbook for replication across the city. College (2yr-4yr)Highly motivated college students can participate in a variety of postsecondary opportunities geared towards workforce development and academic research experiences. In preparation for Summer 2019, we will refine and expand the career pathway opportunities for the College Workforce Development Program; offering paid internships and other resources to help students move quickly into full-time, living-wage employment after graduation. During FY19, 22 undergraduate students participated in college internships.
Part VI, Line 5 Continued	Malcolm X College Partnership Malcolm X College (MXC), and Rush have a rich, multi-year history of collaboration. The partnership includes hosting students' clinical rotations in nursing, surgical technology, radiologic technology, EMT/paramedic, and respiratory care at Rush University Hospital and providing anatomy labs for MXC health occupations students. Rush also provides guest lecturers and recently began offering a monthly interprofessional lunch and learn series for MXC students and faculty. 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.Mini Medical School The RCSIP Mini Medical School is a ten-week program that runs from late September to mid-March for students in fourth and fifth grade, from Chicago Public Schools on Chicago's West Side. The main objective of the program is to expose young students to the health sciences. This program is held at Rush University and includes an orientation, anatomy and physiology lectures, activities on the 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 these sessions. This year, approximately 117 grade school students attended Mini Medical School.Goal 2: Improve access to mental and behavioral health services Supporting Program Information:Rush School-Based Health Centers 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 High School, Richard T. Crane Medical Preparatory High School, and Simpson Academy for Young Women. Crane and Orr have students in grades 9-12 and Simpson is for girls in grades six to 12 that are pregnant, parenting, or both. All three schools have student bodies from underserved populations, and are located in neighborhoods with high poverty levels and hardship.The Rush SBHC's act as 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 FY19, 876 risk screenings were completed, resulting in 175 referrals for additional mental health services. Of those 175, 100 were successfully linked to care. Among the 100 are three pregnant teens who have been referred to home visiting services through the ACEs in Pregnancy program. Through a partnership with the Rush Department of Psychiatry, psychiatric services, provided both in-SBHC and by telehealth visits, launched in January 2018. During FY19, there were 49 students referred for SBHC-provided psychiatric care. One thousand seven hundred forty minutes of education that focused on trauma, mental health, and skill building for resilience was provided to 900 students through school outreach activities. Finally, 140 teachers, parents, staff, and community members' participated educational sessions on the same topics. Adolescent Family Center The Rush Adolescent Family Center (AFC) has existed for over forty years. The AFC provides reproductive healthcare, prenatal care, gynecological care, pregnancy prevention programs, sexually transmitted infection (STI) testing and treatment, and community health education to underserved Chicago-area youth. All of AFC's services are provided regardless of income or ability to pay for care. Although AFC draws patients from over 107 Chicago-area zip codes, the majority of patients served reside in the Chicago West Side communities of East Garfield Park, West Garfield Park, North Lawndale, Austin, Humboldt Park and the Near West Side. As part of AFC's community education program, staffs regularly travel 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. In FY19, AFC provided clinic services to 493 youth - in total 2,006 healthcare encounters - and provided 1,380 minutes of reproductive health education to youth at 4 different schools through community education encounters.The Road Home Program at the Center for Veterans and Their Families at Rush 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; a military sexual trauma clinic; and an Intensive Outpatient Program (IOP). The IOP is a three-week program where veterans locally, and from all around the country fly in to receive intensive treatment Monday thru Friday, 8:00am to 4:00pm. This past year the Road Home Program conducted veteran outreach to 6,901 people within the community (to veterans and their family members, and through veteran service organizations and related community groups). This past year the Road Home Program provided clinical services to 936 veterans.College of Nursing Faculty Practice ProgramThe College of Nursing (CON) has a 30-year history of providing healthcare services to underserved individuals, families, and communities at a variety of diverse community practice sites through the CON Faculty Practice Program. These sites are deployed where individuals live, learn and work and include a wellness and health program for the Children's School at the Lighthouse for the Blind, a women's health clinic, a case management program for chronic medical and mental illness, a work-place health clinic for the working poor and nurse practitioner led primary healthcare sites. Most recipients of care at the faculty practice sites are uninsured or underinsured and rely on the sites as their main healthcare source. In addition to the hours of care provided by Rush CON faculty practitioners, Rush nursing students deliver healthcare and health education services at the various sites. The students' efforts greatly enhance the volume of health services provided. In addition, Rush University nursing, medical, physician assistant and health systems management students volunteer at these sites developing and delivering health education programs. Nearly two-thousand health encounters are provided per year through the CON Faculty Practice Program.
Part VI, Line 5 Continued	Goal 3: Prevent and reduce chronic disease by focusing on risk factors 5 + 1 = 20 5 + 1 = 20 is a Rush Community Service Initiatives Program (RCSIP) that 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 body mass index 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 approximately 3,540 community members.Mini Health Fairs Rush's Professional Nursing staff helps provide 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 living with chronic mental illness have a lifespan that is 25 years less than the general population related to chronic medical diseases. This past year, PNS provided health education and screenings to approximately 75 community members.Oak Park Hospital Health & Wellness FairIn FY19 the annual ROPH health and wellness fair provided more than 366 health screenings to participants which include blood pressure, fasting glucose and lipid profile blood tests. Many departments participated by hosting health information booths. These booths were staffed with clinicians who were provided information on diabetes, stroke, cancer, weight management, breast imaging and more. In addition, primary care doctors from Rush Oak Park Physicians Group were on hand to answer health related questions. A healthy breakfast was provided to attendees. Project Lifestyle ChangeFor the sixth consecutive year, ROPH's Project Lifestyle Change, a group education and support program that informs on pre-diabetes health, continued to make an impact in the community. The program teaches blood glucose monitoring, restricted fat and calorie meal planning, exercise and behavior modification at no charge.Rush Department of Social Work and Community Health The health promotion/disease prevention focus of the Rush Department of Social Work and Community Health (SWACH) provides patients, their families, and community members access to an array of programs that provide support and promote wellness through educational programs, physical activity classes, support groups and workshops. Rush Generations, a free health affinity membership program of approximately 15,500 members, offers older adults and their caregivers the opportunity to benefit from health and wellness educational programs. Rush Generations offers its members a free quarterly newsletter, monthly e-newsletter, access to community health fairs and screenings, and opportunities to become more active and engaged by joining the Generations volunteer ambassador program. Transitional care to support patients and caregivers after hospital stays using the Bridge Model, addressing medical and non-medical issues as part of an interprofessional care team. Outpatient social work care management with social workers integrated into primary and specialty care to assess and address psychosocial issues related to care, using the AIMS Model. Mental health and collaborative care, including psychotherapy, supportive services, and coordination with primary care to support patients 12+ years old who screen positively for depression.SWACH operates the Anne Bryon Waud Resource Center and the Tower Resource Center (TRC), which are both open daily to the public. Each center is staffed by a licensed clinical social worker who is available to help with a myriad of issues related to health and chronic health issues that particularly impact adults and caregivers. The Senior Health Insurance Program (SHIP), which provides free options counseling to assist with navigation of Medicare and related benefit. SWACH is also leading the Social Determinants of Health initiative, which identifies, measures, and mitigates the social determinants of health of patients and community members by offering closed-loop referrals to services and resources to alleviate health disparities, as previously mentioned.Tour de West Side Started by a Rush medical student's Summer Dean's Project, Rush began to sponsor five 5Ks on the West Side given its commitment to improving health. This idea was well received, with a committee meeting occurring on a monthly basis and an aim to encourage employees and students to sign up for the annual neighborhood 5Ks in Garfield Park, Austin, North Lawndale, Pilsen, and Little Village. Rush subsidized the cost of participation for 200 employees. West Side Walk to WellnessThe West Side Walk to Wellness, another student's Summer Dean's Project, was developed to enhance exercise and walking in our West Side communities, create a sense of engagement, and level of safety to be outside in the community. The program which lasted 8 weeks, engaged 250 unique community members from Rush and the communities we serve.Goal 4: Increase access to care and community servicesRCSIP Clinics RCSIP Clinics are run by Rush volunteers, more specifically a physician lead and an interprofessional team of Rush student volunteers. The clinics offer various services to patients such as physical exams, health education, free basic medications, and 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.RCSIP Clinic at Franciscan Outreach is located within the Franciscan House homeless shelter for adult men and women. Over 2,951 healthcare encounters/visits were provided during FY19.2.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 over 225 men during FY19. 3.RCSIP Clinic at Chicago City Church serves homeless and other at-risk adults. Over 140 patients were seen at this clinic during FY19.

Schedule H (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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

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? ........................

Yes No

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	(h) Purpose of grant or assistance
(1) ILLINOIS TRANSPLANT FUND 425 Spring Lake Drive Itasca,IL60143	47-4167931	501(c)(3)	150,000	General Support
(2) AMERICAN HEART ASSOC PO Box 4002902 Des Moines,IA50340	13-5613797	501(c)(3)	91,000	General Support
(3) NATIONAL CENTER FOR HEALTHCARE LEADERSHIP 1700 W Van Buren St Chicago,IL60612	36-4483505	501(c)(3)	35,500	General Support
(4) THE COMMERCIAL CLUB OF CHICAGO 21 S Clark St Chicago,IL60603	36-3406446	501(c)(3)	27,500	General Support
(5) BEARS CARE 1000 Football Drive Lake Forest,IL60045	20-3902715	501(c)(3)	12,000	General Support
(6) RUSH COPLEY FOUNDATION 2000 Ogden Ave Aurora,IL60504	36-3093877	501(c)(3)	12,000	General Support
(7) ACCESS LIVING OF METROPOLITAN CHICAGO 115 W Chicago Ave Chicago,IL60654	36-3310774	501(c)(3)	10,000	General Support
(8) SKILLS FOR CHICAGOLAND'S FUTURE 191 N Wacker Drive Chicago,IL60606	45-1287418	501(c)(3)	10,000	General Support
(9) METROPOLITAN CHICAGO BREAST CANCER TASK FORCE 300 S Ashland Ave Chicago,IL60607	26-2264895	501(c)(3)	7,500	General Support
(10) HEARTLAND HEALTH CENTER 208 S LaSalle Chicago,IL60604	36-3775696	501(c)(3)	6,500	General Support

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2018

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 noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) Scholarships to attend Rush University Medical Center	1169	13,592,878
(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) 2018

Additional Data

Software ID:
Software Version:

- TIN:

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

Rush University Medical Center

Employer identification number

36-2174823

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .........

Yes

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? ..

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2018

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Frederick Brown DNP Trustee	(i) (ii)	166,221 ------------- 0	40,456 ------------- 0	175 ------------- 0	0 ------------- 0	9,304 ------------- 0	216,156 ------------- 0	0 ------------- 0
2Marcia Murphy DNP Trustee	(i) (ii)	126,039 ------------- 0	0 ------------- 0	0 ------------- 0	11,906 ------------- 0	25,225 ------------- 0	163,170 ------------- 0	0 ------------- 0
3Edward J Ward MD Trustee	(i) (ii)	290,313 ------------- 0	45,149 ------------- 0	0 ------------- 0	0 ------------- 0	29,425 ------------- 0	364,887 ------------- 0	0 ------------- 0
4Larry Goodman MD CEO RUMC Ended 6/12/19	(i) (ii)	1,609,017 ------------- 0	775,626 ------------- 0	288,869 ------------- 0	358,159 ------------- 0	17,818 ------------- 0	3,049,489 ------------- 0	264,760 ------------- 0
5Omar Lateef DO CEO, RUMC 6/12/19	(i) (ii)	777,583 ------------- 0	200,637 ------------- 0	741 ------------- 0	166,883 ------------- 0	24,500 ------------- 0	1,170,344 ------------- 0	0 ------------- 0
6Dino Rumoro Acting Dean, Rush Medical College	(i) (ii)	531,249 ------------- 0	77,829 ------------- 0	1,512 ------------- 0	22,000 ------------- 0	29,425 ------------- 0	662,015 ------------- 0	0 ------------- 0
7Joseph Anderson VP, Human Resources Operations	(i) (ii)	233,454 ------------- 0	46,791 ------------- 0	485 ------------- 0	51,679 ------------- 0	28,750 ------------- 0	361,159 ------------- 0	0 ------------- 0
8David Ansell MD SVP, Community Health Equity	(i) (ii)	545,740 ------------- 0	201,074 ------------- 0	288,537 ------------- 0	129,952 ------------- 0	8,915 ------------- 0	1,174,218 ------------- 0	243,698 ------------- 0
9Cynthia Barginere DNP SVP and Chief Operating Officer	(i) (ii)	487,411 ------------- 0	167,022 ------------- 0	13,950 ------------- 0	117,630 ------------- 0	8,404 ------------- 0	794,417 ------------- 0	0 ------------- 0
10Carl Bergetz JD SVP, Legal Affairs & General Counsel	(i) (ii)	450,418 ------------- 0	124,878 ------------- 0	488 ------------- 0	107,223 ------------- 0	28,965 ------------- 0	711,972 ------------- 0	0 ------------- 0
11Antonio Bianco MD SVP Clinical Affairs	(i) (ii)	115,983 ------------- 0	0 ------------- 0	994,983 ------------- 0	7,064 ------------- 0	7,655 ------------- 0	1,125,685 ------------- 0	182,251 ------------- 0
12Cynthia Boyd MD VP and Chief Compliance Officer	(i) (ii)	331,124 ------------- 0	72,685 ------------- 0	53,595 ------------- 0	65,251 ------------- 0	1,236 ------------- 0	523,891 ------------- 0	35,937 ------------- 0
13Peter Briechle VP, Philanthropy Programs & Services	(i) (ii)	196,768 ------------- 0	0 ------------- 0	227 ------------- 0	25,808 ------------- 0	4,688 ------------- 0	227,491 ------------- 0	0 ------------- 0
14Edward Conway VP, Clinical Affairs-Admin & Finance	(i) (ii)	304,463 ------------- 0	67,896 ------------- 0	19,376 ------------- 0	62,876 ------------- 0	27,875 ------------- 0	482,486 ------------- 0	0 ------------- 0
15Melissa Coverdale VP, Finance	(i) (ii)	323,345 ------------- 0	62,257 ------------- 0	6,105 ------------- 0	58,281 ------------- 0	16,735 ------------- 0	466,723 ------------- 0	0 ------------- 0
16Michael Dandorph President,RUMC and RSH	(i) (ii)	1,000,894 ------------- 0	421,328 ------------- 0	23,094 ------------- 0	219,367 ------------- 0	27,875 ------------- 0	1,692,558 ------------- 0	0 ------------- 0
17Richard B Davis VP, Human Resources Operations END 6	(i) (ii)	0 ------------- 0	0 ------------- 0	207,565 ------------- 0	0 ------------- 0	0 ------------- 0	207,565 ------------- 0	26,427 ------------- 0
18Thomas Deutsch MD Provost, Rush University	(i) (ii)	637,769 ------------- 0	254,529 ------------- 0	150,664 ------------- 0	148,567 ------------- 0	20,731 ------------- 0	1,212,260 ------------- 0	108,278 ------------- 0
19Bruce Elegant VP, Hospital Operations	(i) (ii)	398,425 ------------- 0	102,645 ------------- 0	68,558 ------------- 0	75,498 ------------- 0	17,845 ------------- 0	662,971 ------------- 0	44,611 ------------- 0
20Brent Estes SVP, Business & Network Development	(i) (ii)	438,546 ------------- 0	164,761 ------------- 0	8,051 ------------- 0	107,046 ------------- 0	876 ------------- 0	719,280 ------------- 0	0 ------------- 0
21Marquis Foreman PhD Dean, College of Nursing	(i) (ii)	277,739 ------------- 0	50,455 ------------- 0	31,928 ------------- 0	57,901 ------------- 0	8,372 ------------- 0	426,395 ------------- 0	29,813 ------------- 0
22Richa Gupta MBBS VP, Performance/Operational Effectiv	(i) (ii)	292,315 ------------- 0	64,429 ------------- 0	267 ------------- 0	52,771 ------------- 0	11,022 ------------- 0	420,804 ------------- 0	0 ------------- 0
23Darlene Oliver Hightower VP, Community Health Equity	(i) (ii)	169,768 ------------- 0	34,742 ------------- 0	0 ------------- 0	16,110 ------------- 0	24,625 ------------- 0	245,245 ------------- 0	0 ------------- 0
24Bala Hota MD VP and Chief Analytics Officer	(i) (ii)	455,896 ------------- 0	107,227 ------------- 0	590 ------------- 0	73,792 ------------- 0	27,875 ------------- 0	665,380 ------------- 0	0 ------------- 0
25Joshua Jacobs MD VP, Research	(i) (ii)	630,672 ------------- 0	131,317 ------------- 0	44,215 ------------- 0	100,949 ------------- 0	0 ------------- 0	907,153 ------------- 0	40,789 ------------- 0
26K Ranga Rama Krishnan MB ChB CEO,Rush University System for Healt	(i) (ii)	829,028 ------------- 0	275,699 ------------- 0	292,355 ------------- 0	179,158 ------------- 0	2,686 ------------- 0	1,578,926 ------------- 0	287,978 ------------- 0
27Joan Kurtenbach VP, Planning/Marketing/Communication	(i) (ii)	303,669 ------------- 0	74,270 ------------- 0	7,253 ------------- 0	60,899 ------------- 0	32,069 ------------- 0	478,160 ------------- 0	0 ------------- 0
28Michael Lamont VP, Facilities Management	(i) (ii)	288,921 ------------- 0	64,985 ------------- 0	55,913 ------------- 0	60,412 ------------- 0	8,372 ------------- 0	478,603 ------------- 0	31,369 ------------- 0
29Diane McKeever SVP Philanthropy & Development/Secre	(i) (ii)	447,568 ------------- 0	158,243 ------------- 0	89,634 ------------- 0	111,166 ------------- 0	19,233 ------------- 0	825,844 ------------- 0	72,425 ------------- 0
30John Mordach SVP, Finance, and CFO	(i) (ii)	784,310 ------------- 0	284,579 ------------- 0	36,201 ------------- 0	172,952 ------------- 0	24,025 ------------- 0	1,302,067 ------------- 0	0 ------------- 0
31Michael Mulroe VP, Hospital Operations	(i) (ii)	340,792 ------------- 0	70,249 ------------- 0	10,393 ------------- 0	66,965 ------------- 0	27,842 ------------- 0	516,241 ------------- 0	0 ------------- 0
32James Mulshine Interim Dean-Graduate College	(i) (ii)	211,668 ------------- 0	55,079 ------------- 0	132,727 ------------- 0	36,107 ------------- 0	28,560 ------------- 0	464,141 ------------- 0	31,960 ------------- 0
33Patricia Nedved VP, Professional Nursing Practice	(i) (ii)	256,096 ------------- 0	60,376 ------------- 0	0 ------------- 0	22,000 ------------- 0	27,875 ------------- 0	366,347 ------------- 0	0 ------------- 0
34Patricia O'Neil VP and Treasurer	(i) (ii)	287,172 ------------- 0	61,337 ------------- 0	6,252 ------------- 0	59,685 ------------- 0	10,782 ------------- 0	425,228 ------------- 0	0 ------------- 0
35Brian Patty MD VP, Clinical Information Systems	(i) (ii)	377,460 ------------- 0	84,975 ------------- 0	1,860 ------------- 0	66,567 ------------- 0	31,752 ------------- 0	562,614 ------------- 0	0 ------------- 0
36Anthony Perry MD VP, Ambulatory Transformation	(i) (ii)	365,364 ------------- 0	89,174 ------------- 0	759 ------------- 0	71,029 ------------- 0	26,750 ------------- 0	553,076 ------------- 0	0 ------------- 0
37Terry Peterson VP, Corporate & External Affairs	(i) (ii)	322,790 ------------- 0	74,791 ------------- 0	12,432 ------------- 0	61,878 ------------- 0	1,236 ------------- 0	473,127 ------------- 0	0 ------------- 0
38Syed Rab MBBS MPH CHCIO SVP and Chief Information Officer	(i) (ii)	591,416 ------------- 0	158,763 ------------- 0	2,257 ------------- 0	132,840 ------------- 0	24,865 ------------- 0	910,141 ------------- 0	0 ------------- 0
39Angelique Richard PhD RN VP, Clinical Nursing	(i) (ii)	429,813 ------------- 0	96,094 ------------- 0	889 ------------- 0	72,350 ------------- 0	16,029 ------------- 0	615,175 ------------- 0	0 ------------- 0
40Charlotte Royeen PhD Dean, College of Health Sciences	(i) (ii)	253,827 ------------- 0	54,779 ------------- 0	29,948 ------------- 0	53,684 ------------- 0	18,617 ------------- 0	410,855 ------------- 0	28,399 ------------- 0
41Shanon Shumpert VP, Institute Equity/Human Resources	(i) (ii)	197,065 ------------- 0	34,112 ------------- 0	175 ------------- 0	21,329 ------------- 0	9,691 ------------- 0	262,372 ------------- 0	0 ------------- 0
42Mary Ellen Schopp Chief Human Resources Officer END 2/	(i) (ii)	442,448 ------------- 0	158,636 ------------- 0	7,430 ------------- 0	107,884 ------------- 0	27,325 ------------- 0	743,723 ------------- 0	0 ------------- 0
43Nicole Sibol VP, Business Development	(i) (ii)	278,252 ------------- 0	77,712 ------------- 0	199 ------------- 0	40,238 ------------- 0	3,950 ------------- 0	400,351 ------------- 0	0 ------------- 0
44Scott Sonnenschein VP, Hospital Operations	(i) (ii)	347,127 ------------- 0	82,552 ------------- 0	7,075 ------------- 0	68,905 ------------- 0	32,935 ------------- 0	538,594 ------------- 0	0 ------------- 0
45Vanessa Stacks VP, Care Coordination	(i) (ii)	220,567 ------------- 0	35,435 ------------- 0	0 ------------- 0	14,088 ------------- 0	3,943 ------------- 0	274,033 ------------- 0	0 ------------- 0
46Jeremy E Strong VP, Supply Chain	(i) (ii)	206,334 ------------- 0	34,503 ------------- 0	0 ------------- 0	20,124 ------------- 0	27,225 ------------- 0	288,186 ------------- 0	0 ------------- 0
47Katie Struck VP, Integrated Solutions/Optimizatio	(i) (ii)	265,026 ------------- 0	65,209 ------------- 0	233 ------------- 0	50,584 ------------- 0	15,662 ------------- 0	396,714 ------------- 0	0 ------------- 0
48Denise Szalko VP, Revenue Cycle	(i) (ii)	354,701 ------------- 0	67,987 ------------- 0	7,241 ------------- 0	64,780 ------------- 0	10,772 ------------- 0	505,481 ------------- 0	0 ------------- 0
49Lynne M Wallace VP, Human Resources	(i) (ii)	219,677 ------------- 0	50,386 ------------- 0	300 ------------- 0	46,159 ------------- 0	26,675 ------------- 0	343,197 ------------- 0	0 ------------- 0
50Thomas Wick VP, Principal and Major Gifts	(i) (ii)	240,144 ------------- 0	10,000 ------------- 0	487 ------------- 0	32,129 ------------- 0	17,240 ------------- 0	300,000 ------------- 0	0 ------------- 0
51Harel Deutsch MD Physician	(i) (ii)	736,355 ------------- 0	308,965 ------------- 0	0 ------------- 0	19,250 ------------- 0	31,425 ------------- 0	1,095,995 ------------- 0	0 ------------- 0
52Lorenzo Munoz MD Physician	(i) (ii)	903,353 ------------- 0	126,248 ------------- 0	0 ------------- 0	22,000 ------------- 0	29,675 ------------- 0	1,081,276 ------------- 0	0 ------------- 0
53Richard Byrne MD Physician	(i) (ii)	1,074,847 ------------- 0	117,504 ------------- 0	2,262 ------------- 0	24,750 ------------- 0	26,882 ------------- 0	1,246,245 ------------- 0	0 ------------- 0
54Vincent Traynelis MD Physician	(i) (ii)	945,605 ------------- 0	57,000 ------------- 0	0 ------------- 0	22,000 ------------- 0	10,074 ------------- 0	1,034,679 ------------- 0	0 ------------- 0
55Michael Liptay MD Physician	(i) (ii)	1,086,263 ------------- 0	246,600 ------------- 0	2,262 ------------- 0	22,000 ------------- 0	34,162 ------------- 0	1,391,287 ------------- 0	0 ------------- 0
56Peter Butler Former President	(i) (ii)	98,800 ------------- 0	34,062 ------------- 0	0 ------------- 0	0 ------------- 0	1,200 ------------- 0	134,062 ------------- 0	0 ------------- 0
57Richard K Davis Former VP, University Affairs	(i) (ii)	351,737 ------------- 0	80,777 ------------- 0	15,741 ------------- 0	68,946 ------------- 0	27,515 ------------- 0	544,716 ------------- 0	0 ------------- 0
58Jaime Parent FormerVP, Information Technology	(i) (ii)	0 ------------- 0	0 ------------- 0	244,744 ------------- 0	5,153 ------------- 0	16,260 ------------- 0	266,157 ------------- 0	25,767 ------------- 0
59Judson Vosburg former VP, Financial Planning	(i) (ii)	0 ------------- 0	0 ------------- 0	164,404 ------------- 0	0 ------------- 0	3,529 ------------- 0	167,933 ------------- 0	22,192 ------------- 0

Schedule J (Form 990) 2018

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	- Health or social club dues or initiation fees - membership is maintained for the Chief Financial Officer at the Economics Club, 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, Lines 4a-b	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-$264,760, Thomas A. Deutsch, MD - $108,278, David A. Ansell, MD-$243,698, Bruce M. Elegant-$44,611, Richard B. Davis-$26,427, Ranga Krishnan - $287,978, Joshua Jacobs, MD - $40,789, James L. Mulshine-$31,960, Marquis D. Foreman-$29,813, Cynthia Boyd, MD - $35,937, Antonio Bianco, MD - $182,251, Charlotte Royeen - $28,399, Michael E. LaMont - $31,369, Diane McKeever - $72,425, Jamie Parent - $25,767, Judson Vosburg - $22,192. The amounts listed in Schedule J, Part II, Column F reflect these distributions less the accrued earnings (which were not previously reported). Antonio Bianco, MD received severence pay of $812,566, James Mulshine received severence pay of $74,144, Jaime Parent received severence pay of $221,376, Judson Vosburg received severence pay of $142,811, Richard B Davis received severence pay of $181,138.
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) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	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 ..................			22,270,000		24,595,000
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 ...............
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		453,577,657		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) 2018

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 ....	0.360 %		0.300 %		1.000 %
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 .........
6 Total of lines 4 and 5 .............	0.360 %		0.300 %		1.000 %
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) 2018

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 is 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 refunded the 2009C bonds issued 7/29/2009, the 2009A bonds issued 2/10/2009, and the 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) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

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?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

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) 2018

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) DONOR 21	Substantial Contributor	324,346	Services rendered in the ordinary course of business		No
(2) DONOR 37	Substantial Contributor	1,357,167	Services rendered in the ordinary course of business		No
(3) DONOR 38	Substantial Contributor	1,462,797	Services rendered in the ordinary course of business		No
(4) DONOR 47	Substantial Contributor	2,999,554	Sale of goods in the ordinary course of business		No
(5) DONOR 73	Substantial Contributor	12,693,740	Sale of goods in the ordinary course of business		No
(6) DONOR 96	Substantial Contributor	5,671,744	Services rendered in the ordinary course of business		No
(7) DONOR 98	Substantial Contributor	10,639,751	Sale of goods in the ordinary course of business		No
(8) DONOR 120	Substantial Contributor	2,189,957	Sale of goods in the ordinary course of business		No
(9) DONOR 176	Substantial Contributor	708,392	Services rendered in the ordinary course of business		No
(10) DONOR 237	Substantial Contributor	301,929	Services rendered in the ordinary course of business		No
(11) DONOR 309	Substantial Contributor	177,774	Services rendered in the ordinary course of business		No
(12) DONOR 324	Substantial Contributor	9,110,266	Sale of goods in the ordinary course of business		No
(13) DONOR 360	Substantial Contributor	798,647	Services rendered in the ordinary course of business		No
(14) DONOR 389	Substantial Contributor	461,457	Sale of goods in the ordinary course of business		No
(15) DONOR 392	Substantial Contributor	10,589,084	Services rendered in the ordinary course of business		No
(16) DONOR 400	Substantial Contributor	113,708	Sale of goods in the ordinary course of business		No
(17) DONOR 402	Substantial Contributor	381,900	Services rendered in the ordinary course of business		No
(18) DONOR 408	Substantial Contributor	374,107	Services rendered in the ordinary course of business		No
(19) DONOR 445	Substantial Contributor	140,864	Services rendered in the ordinary course of business		No
(20) DONOR 457	Substantial Contributor	220,814	Services rendered in the ordinary course of business		No
(21) DONOR 489	Substantial Contributor	3,348,203	Services rendered in the ordinary course of business		No
(22) DONOR 524	Substantial Contributor	208,826	Services rendered in the ordinary course of business		No
(23) DONOR 528	Substantial Contributor	1,131,670	Services rendered in the ordinary course of business		No
(24) DONOR 569	Substantial Contributor	222,864	Services rendered in the ordinary course of business		No
(25) Michael D Brown MD	Family Member of Francesca Edwardson, current Trustee	467,502	Wages		No
(26) Walter McCarthy	Family Member of Mary McCarthy, current Trustee	652,575	Wages		No
(27) Candice A Brown	Family Member of Peter C. B. Bynoe Esq., current trustee	47,195	Wages		No
(28) Adriana Rumoro	Family Member of Dino Rumoro, current trustee	115,287	Wages		No
(29) Paula Grabler	Family Member of David Ansell, MD, current trustee and officer	525,977	Wages		No
(30) Rebecca D Sarran	Family Member of Thomas Deutsch, MD, current officer	62,474	Wages		No
(31) Kimberly M Perry	Family Member of Anthony Perry, MD, current Officer	31,594	Wages		No
(32) Lydia Royeen	Family Member of Charlotte Royeen, PhD, current Officer	78,086	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) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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 ....	X	1	4,800	FMV
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..	X		1,322	FMV
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	53	22,259,005	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 .....
19 Food inventory ...
20 Drugs and medical supplies .	X	1	5,689	FMV
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( Donated Raffle Prizes )	X	71	43,717	FMV
26 Other ( Furniture )	X	5	3,000	FMV
27 Other ( Sporting Event Tickets )	X	20	1,760	FMV
28 Other ( Gift Cards )	X	5	125	FMV

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

Yes

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

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

Yes

If "Yes," describe in Part II.

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) (2018)

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):	Column B for securities represents the number of separate contributions. Column B for each type of property other than securities,represents the number of items contributed.
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) (2018)

Additional Data

Software ID:
Software Version:

- TIN:

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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. Jesse H. Ruiz and John J. Sabl had a business relationship. Peter C. B. Bynoe, Esq., William M. Goodyear and Todd W. Lillibridge had a business relationship. E. Scott Santi, David H. B. Smith Jr., Jay L Henderson and Susan Crown had a business relationship. John L. Howard and E. Scott Santi had a business relationship. Kapila Kapur Anand and Carole W. Streicher had a business relationship. Martin H. Nesbit and Kip Kirklpatrick had a business relationship. John L. Brennen, Karl A. Palasz and E. David Coolidge III had a business relationship. John W. Rogers, Jr. and John F. Sandner had a business relationship. 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. Jose Luis Prado and Alejandro Silva had a business relationship. Thomas E. Richards, Sandra P. Guthman, Jay L. Henderson, Susan Crown, Jose Luis Prado and Charles A. Tribbett, III had a business relationship. Peter C. B. Bynoe, Esq. and William K. Hall 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. Christine A. Edwards and Matthew F. Bergmann had a business relationship.
Form 990, Part VI, Section A, line 3	Reserved Powers over certain management duties have been delegated to Rush System for Health ("RSH") as the parent entity for the Rush system. These duties include approving various RUMC actions, including RUMC's operating budget and certain transactions, appointment of certain RUMC executives, appointment of RUMC's board members, etc.(please see below for more information).
Form 990, Part VI, Section A, line 6	RSH is the sole corporate member of RUMC and parent entity of the Rush System.
Form 990, Part VI, Section A, line 7a	As the sole-corporate member of RUMC, RSH obtained the Reserved Power to approve the appointment of members to the RUMC board of trustees, the organization's governing body (the "RUMC Board").
Form 990, Part VI, Section A, line 7b	As the sole corporate member of RUMC and Copley, and the parent entity of the Rush System, RSH holds certain Reserved Powers over RUMC and Copley in order to ensure a uniform vision and strategy across the Rush system.
Form 990, Part VI, Section B, line 11b	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 RUMC Board and the corporate officers of RUMC complete and return a conflicts of interests survey form. Any disclosures are reviewed by the Secretary of the RUMC Board and the RUMC General Counsel, who then submit their reports to the Audit Committee of the RUMC Board, which makes any final determinations as deemed appropriate or necessary. If it is determined that there may be a business related conflict of interest between RUMC and any members of the RUMC Board, such persons are asked to recuse themselves from any committee or RUMC Board meetings during the time an agenda item that relates to the matters giving rise to the business related conflict of interest are discussed.
Form 990, Part VI, Section B, line 15	The Compensation and Human Resources Committee of the RUMC board uses an independent review, comparability data and contemporaneous substantiation to establish compensation packages for the RUMC CEO and other top management officials. All such officer compensation packages are approved by the Compensation and Human Resources Committee of the RUMC Board annually.
Form 990, Part VI, Section C, line 19	The Articles of Incorporation for RUMC have been filed with the Illinois Secretary of State (the "IL SOS"). Additionally, key facts concerning the incorporation and good standing of RUMC are available through the website of the IL SOS. The financial statements of RUMC are available through the Illinois Attorney General's office. RUMC's conflict of interest policy is made available to the public upon request.
Form 990,Part VII, Section A, Line 1a	Payments to Larry J. Goodman, MD, Dino Rumoro, DO, Kenneth J. Tuman, MD, Frederick Brown, Jr, DNP and Marcia P Murphy were compensated for their roles as employees not as trustees.
Form 990, Part XI, line 9:	Post Retirement Related Changes -22,270,608. Non Controlling interest in subsidiary -1,385,692.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

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 610 S Maple Avenue Oak Park,IL60304 36-4085751	Healthcare	IL	59,078,976	20,944,770	Rush University Medical Center
(2) Vyridian Revenue Management 820 W Jackson Blvd Chicago,IL60607 36-4208577	Billing Services	IL	177,700	-850,894	Rush University Medical Center
(3) Rush Oak Brook LLC 1653 W Congress Parkway Chicago,IL60612 36-2174823	No Activity	IL	0	0	Rush University Medical Center
(4) Rush Oak Brook ASC LLC 1653 W Congress Parkway Chicago,IL60612 36-2174823	Property Management - No Activity	IL	0	0	Rush University Medical Center
(5) Rush 3D LLC 1653 W Congress Parkway Chicago,IL60612 36-2174823	Healtcare Technology Development	IL	0	375,000	Rush University Medical Center
(6) Rush Partners 1653 W Congress Parkway Chicago,IL60612 36-2174823	Clinical Joint Ventures-No Activity	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?
(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	Yes	No
(1)Copley Ventures 2000 Ogden Ave Aurora,IL60504 36-3370216	Property & Healthplex Owner	IL	501(c)(3)	3	Rush Copley Medical Center Inc	Yes
(2)Rush Copley Foundation 2000 Ogden Ave Aurora,IL60504 36-3093877	Contribution Solicitation	IL	501(c)(3)	7	Rush Copley Medical Center Inc	Yes
(3)Copley Memorial Hospital 2000 Ogden Ave Aurora,IL60504 36-2170840	Healthcare	IL	501(c)(3)	3	Rush Copley Medical Center Inc	Yes
(4)Rush Copley Medical Center Inc 2000 Ogden Ave Aurora,IL60504 36-3193787	Healthcare	IL	501(c)(3)	12A	Rush Copley Health Care System Inc	Yes
(5)Rush Oak Park Hospital 520 S Maple Ave Oak Park,IL60304 36-2183812	Healthcare	IL	501(c)(3)	3	Rush University Medical Center	Yes
(6)Rush System for Health 1725 W Harrison Street Chicago,IL60612 36-4046278	Healthcare	IL	501(c)(3)	12C	Rush University Medical Center		No
(7)Amended & Restated General Malpractice & Worker's Comp 1700 W Van Buren Street Chicago,IL60612 36-6673233	Healthcare Insurance	IL	501(c)(3)	12C	Rush University Medical Center	Yes
(8)Auxiliary of Rush Oak Park Hospital 520 S Maple Ave Chicago,IL60304 36-2255350	Hospital Support	IL	501(c)(3)	12A	Rush Oak Park Hospital	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2018

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) Circle Imaging Partners LP 1725 W Harrison Street Chicago,IL60612 36-3539382	Operation Imaging	IL	Circle Imaging Management Inc	Related	608,480	2,543,967		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	3,475,797	14,510,875		No		Yes		51.090 %
(3) Rush Copley Cardiovascular LLC 2000 Ogden Avenue Aurora,IL60504 27-3234201	Healthcare	IL	N/A
(4) Rush Copley Surgicenter LLC 2111 Ogden Avenue Aurora,IL60504 38-4012268	Surgery Center	IL	N/A
(5) Rush Copley Hospitalists LLC 2000 Ogden Avenue Aurora,IL60504 61-1787188	Healthcare	IL	N/A
(6) Rush Copley Orthopedics LLC 2111 Ogden Avenue Aurora,IL60504 61-1801175	Healthcare	IL	N/A
(7) Rush Oak Brook Orthopaedic Center 2011 S York Rd Oakbrook,IL60523 35-2539357	Healthcare	IL	Rush University Medical Center	Related	-2,267,124	32,842,588		No		Yes		65.000 %
(8) Guardian Health Technologies 1653 W Congress Parkway Chicago,IL60612 36-2174823	Analytical Software License Holder	IL	Rush University Medical Center	Related - Dormant				No		Yes		60.000 %

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?
(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		Yes	No
(1) Room Five Hundred 1725 W Harrison Street Chicago,IL60612 23-7139832	Dining Room	IL	Rush University Medical Center	C	2,517,242	57,101	100.000 %	Yes
(2) Rush University Medical Center Insurance CoLTD PO Box 1051 Grand Cayman CJ	Insurance	CJ	Rush University Medical Center	C	94,293	13,411,459	100.000 %	Yes
(3) Rush Copley Medical Group NFP(Copley Services) 2000 Ogden Ave Aurora,FL60504 36-3235315	Healthcare	IL	N/A	C				Yes
(4) Pooled Income Fund (14)	Investments	MA	Rush University Medical Center					Yes
(5) Perpetual Trusts (24)	Trust	IL	Rush University Medical Center					Yes
(6) Perpetual Trust	Trust	MO	Rush University Medical Center					Yes
(7) Perpetual Trust	Trust	FL	Rush University Medical Center					Yes
(8) Charitable Remainder Trust (2)	Trust	CA	Rush University Medical Center					Yes
(9) Charitable Remainder Trust	Trust	IL	Rush University Medical Center					Yes
(10) Charitable Remainder Trust	Trust	PA	Rush University Medical Center					Yes
(11) Charitable Gift Annuity	Gift Annuity	WI	Rush University Medical Center					Yes
(12) Charitable Gift Annuity (2)	Gift Annuity	MA	Rush University Medical Center					Yes
(13) Charitable Gift Annuity (8)	Gift Annuity	IL	Rush University Medical Center					Yes
(14) Charitable Gift Annuity	Gift Annuity	NV	Rush University Medical Center					Yes
(15) Rush University Medical Center Master Retirement Trust 1700 W Van Buren Street Chicago,IL60612 91-2043520	Pension Trust	IL	Rush University Medical Center	T	-51,837,081	1,168,597,222	100.000 %	Yes

Schedule R (Form 990) 2018

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

Yes

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

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) Circle Imaging	O	486,073	FMV
(2) Circle Imaging	S	642,857	FMV
(3) Circle Imaging	P	324,346	FMV
(4) Copley Memorial Hospital	P	9,174,412	FMV
(5) Copley Memorial Hospital	E	1,825,860	FMV
(6) Copley Memorial Hospital	S	278,285	FMV
(7) Rush Master Retirement Trust	Q	31,333,334	FMV
(8) Rush Oak Park Hospital	K	79,788	FMV
(9) Rush Surgicenter	O	255,197	FMV
(10) Rush University Medical Center Insurance Co	P	2,400,000	FMV

Schedule R (Form 990) 2018

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)	(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2018

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) 2018

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: Rush University Medical Center's core values--innovation, collaboration, accountability, respect and excellence--are the roadmap to our mission and vision. These five values, known as our I CARE values, convey the philosophy behind every decision Rush employees make. Rush employees also commit themselves to executing these values with compassion. This translates into a dedication to provide the highest quality patient care. We also fulfill our mission in the community health clinics, outreach and mentoring programs, and many other community-based initiatives led by doctors, nurses, students and others at Rush. As a not-for-profit, 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
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	92
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	88
5	Total number of individuals employed in calendar year 2018 (Part V, line 2a) ......	5	13,909
6	Total number of volunteers (estimate if necessary) .............	6	1,375
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	-763,052
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	70,672,269	75,461,029
9	Program service revenue (Part VIII, line 2g) .........	1,726,183,758	1,876,582,808
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	114,552,897	56,368,261
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	67,557,636	109,555,172
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,978,966,560	2,117,967,270
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	11,951,079	13,987,878
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)	970,383,631	1,076,900,165
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 11,399,664
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	820,983,021	906,388,551
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,803,317,731	1,997,276,594
19	Revenue less expenses. Subtract line 18 from line 12.......	175,648,829	120,690,676
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	3,298,337,910	3,456,334,013
21	Total liabilities (Part X, line 26).............	1,319,322,008	1,364,490,844
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,979,015,902	2,091,843,169

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,527,317,275 including grants of $ 395,000 ) (Revenue $ 1,718,372,120 )
	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 was ranked #1 in quality in Vizient's Quality Leadership Award 2019 Quality and Accountability Study among 93 U.S. academic medical centers in 2019. Nearly all of the nation's academic medical centers - 95% - participated in the study. It is the seventh consecutive time that the Medical Center has been ranked in the top five, rising from fourth in 2017 to second in 2018 and now earning the top ranking in 2019. The 2019 study evaluated participating medical centers and hospitals on the basis of safety, mortality, clinical effectiveness, efficiency and patient centeredness.All three Rush University System for Health hospitals also received high marks for quality and patient experience from the Centers for Medicare and Medicaid Services (CMS), with Rush University Medical Center and Rush Oak Park Hospital earning five-star ratings (the highest designation) and Rush Copley Medical Center earning four stars. Learn more.In FY19, Rush provided patient care to more than 32,000 inpatients, and the emergency room has the capacity to handle more than 65,000 visits.In U.S. News & World Report's 2019-2020 Best Hospitals rankings, Rush University Medical Center ranked among the top 50 hospitals in five specialties, with two in the top ten and two the highest ranked programs in Illinois. Only 166 of the nearly 3,000 hospitals in the United States that U.S. News evaluated, about 5.5 percent, scored high enough for U.S. News to rank them nationally in even one specialty. The Medical Center is ranked in orthopedics (7th in the country and No. 1 in Illinois), neurology and neurosurgery (8th), gynecology (14th, tops in Illinois), geriatrics (19th), kidney disease (nephrology) (49th). In addition to the national rankings of these five programs, U.S. News gave Rush "High Performing" status in the following programs: cancer, cardiology and heart surgery, and gastroenterology and GI surgery.The Medical Center is ranked in orthopedics (7th in the country and No. 1 in Illinois), neurology and neurosurgery (8th), gynecology (14th, tops in Illinois), geriatrics (19th), kidney disease (nephrology) (49th). In addition to the national rankings of these five programs, U.S. News gave Rush "High Performing" status in the following programs: cancer, cardiology and heart surgery, and gastroenterology and GI surgery.

4b	(Code: ) (Expenses $ 84,547,651 including grants of $ 13,592,878 ) (Revenue $ 88,442,564 )
	Education: Rush University is a health sciences university that includes Rush Medical College, the College of Nursing, the College of Health Sciences and the Graduate College. Founded in 1837, Rush Medical College has an acclaimed history as one of the first medical colleges in the Midwest and continues to make major contributions to medical science and education through research and clinical trials. The College of Nursing is one of the nation's top-ranked nursing colleges with a national reputation for clinical excellence that helps make our graduates highly sought after by top health care employers around the country. The College of Health Sciences has been responsible for education and research in the allied health professions. The Graduate College offers masters and doctoral programs for the next generation of exceptional research and health care professionals.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 provides its students the opportunity to learn from world-renowned instructors who practice what they teach. With more than 40 degree and certificate options and 60 postgraduate training programs, Rush educated more than 2,700 students in FY19. Rush University provides outstanding health sciences education and conducts major research in a culture of inclusion, focused on the promotion and preservation of the health and wellbeing of our diverse communities.

4c	(Code: ) (Expenses $ 169,728,606 including grants of $ ) (Revenue $ 134,845,791 )
	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 laboratory, it won't stay there. Discoveries in Rush's 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 1,700 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 FY19 topped $90 million.

	(Code: ) (Expenses $ 71,464,406 including grants of $ ) (Revenue $ 52,062,358 )
	Other program services: Rush provides various services for the benefit of its patients and visitors, such as parking, food services 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 FY19.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 71,464,406 including grants of $ ) (Revenue $ 52,062,358 )
4e	Total program service expenses1,853,057,938

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	34,945,298	0	4,995,836

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	1,963,056
d	Related organizations		1d
e	Government grants (contributions)		1e	809,247

f	All other contributions, gifts, grants, and similar amounts not included above		1f	72,688,726

g	Noncash contributions included in lines 1a - 1f:$ 22,319,418
h Total. Add lines 1a-1f.......		75,461,029

		Business Code
2a	Medicare/Medicaid	541900	743,781,000	743,781,000
b	Patient Services	900099	546,879,529	546,879,529
c	Physician Practices	621110	310,571,566	310,571,566
d	Research	621500	134,845,791	134,845,791
e	Tuition	900099	88,442,564	88,442,564
f	All other program service revenue.		52,062,358	52,062,358
g	Total. Add lines 2a–2f ....		1,876,582,808

3 Investment income (including dividends, interest, and othersimilar amounts) ......			52,750,474			52,750,474
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		8,705,647
b	Less: rental expenses		16,552,994
c	Rental income or (loss)		-7,847,347
d	Net rental income or (loss)......			-7,847,347		-17,836	-7,829,511
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		2,894,026,000
b	Less: cost or other basis and sales expenses		2,890,408,213
c	Gain or (loss)		3,617,787
d	Net gain or (loss).....			3,617,787		-1,049,728	4,667,515
8a	Gross income from fundraising events (not including $ 1,963,056of contributions reported on line 1c). See Part IV, line 18 ....
	a		654,169
b	Less: direct expenses ...b		811,971
c	Net income or (loss) from fundraising events..			-157,802			-157,802
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a		121,989
b	Less: direct expenses ...b		6,205
c	Net income or (loss) from gaming activities..			115,784			115,784
10a	Gross sales of inventory, less returns and allowances ..
	a		158,774,172
b	Less: cost of goods sold ..b		41,634,147
c	Net income or (loss) from sales of inventory..			117,140,025	117,140,025
Business Code			Miscellaneous Revenue
11a	Vyridian		541900	218,262		218,262
b	Parking		531190	45,611		45,611
c	Laboratories		621500	40,639		40,639
d	All other revenue ....
e	Total. Add lines 11a–11d ......			304,512
12	Total revenue. See Instructions......			2,117,967,270	1,993,722,833	-763,052	49,546,460

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	395,000	395,000
2	Grants and other assistance to domestic individuals. See Part IV, line 22	13,592,878	13,592,878
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	38,864,361	5,849,484	32,189,033	825,844
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	1,112,868		1,112,868
7	Other salaries and wages	837,402,570	806,794,819	23,503,474	7,104,277
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	56,651,903	52,828,567	3,712,170	111,166
9	Other employee benefits .......	85,548,411	76,316,715	7,733,309	1,498,387
10	Payroll taxes ...........	57,320,052	54,947,801	2,318,298	53,953
11	Fees for services (non-employees):
a	Management ......	80,647,408	65,282,926	14,594,141	770,341
b	Legal .........	3,948,070	1,004,797	2,943,273
c	Accounting ...........	998,641	391,116	607,525
d	Lobbying ...........	618,847	618,847
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	3,067,287		3,067,287
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	60,147,793	53,617,794	6,458,343	71,656
12	Advertising and promotion ....	7,641,384	1,517,394	6,123,990
13	Office expenses .......	8,850,236	6,461,961	2,223,676	164,599
14	Information technology ......	40,080,880	35,420,325	4,658,702	1,853
15	Royalties ..	255,294	255,294
16	Occupancy ...........	7,883,587	3,829,391	3,899,982	154,214
17	Travel ............	3,854,228	3,267,913	450,302	136,013
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	3,764,604	2,881,490	626,422	256,692
20	Interest ...........	19,002,466	19,002,466
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	98,631,954	87,316,284	11,315,670
23	Insurance ...	49,401,488	46,618,235	2,783,253
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	434,856,788	432,840,871	1,893,436	122,481
b	Medicare Provider Tax	40,166,856	40,166,856
c	Equipment Rental & Expe	22,070,434	21,505,427	536,744	28,263
d	Operational Charges	18,091,224	17,924,205	67,094	99,925
e	All other expenses	2,409,082	2,409,082
25	Total functional expenses. Add lines 1 through 24e	1,997,276,594	1,853,057,938	132,818,992	11,399,664
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			95,355	1	83,571
2	Savings and temporary cash investments .........			114,750,567	2	90,582,828
3	Pledges and grants receivable, net ......			27,890,956	3	26,399,296
4	Accounts receivable, net .............			333,184,583	4	422,670,258
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 ........			26,215,584	8	29,863,539
9	Prepaid expenses and deferred charges ......			23,910,926	9	19,197,839
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,533,165,775
b	Less: accumulated depreciation	10b	1,263,497,161	1,251,605,583	10c	1,269,668,614
11	Investments—publicly traded securities .			1,137,743,641	11	1,161,149,224
12	Investments—other securities. See Part IV, line 11 .....			368,600,919	12	414,977,784
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			14,339,796	15	21,741,060
16	Total assets. Add lines 1 through 15 (must equal line 34)...			3,298,337,910	16	3,456,334,013

17	Accounts payable and accrued expenses .....	342,295,833	17	356,787,252
18	Grants payable ...		18
19	Deferred revenue .........	49,970,183	19	45,873,222
20	Tax-exempt bond liabilities .........	499,426,606	20	484,836,409
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 ..	354,868,787	23	398,802,940
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	72,760,599	25	78,191,021
26	Total liabilities. Add lines 17 through 25..	1,319,322,008	26	1,364,490,844

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	1,213,622,786	27	1,266,841,493
28	Temporarily restricted net assets ...........	493,027,260	28	549,067,294
29	Permanently restricted net assets	272,365,856	29	275,934,382
	Organizations that do not follow SFAS 117 (ASC 958), check here 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 ...........	1,979,015,902	33	2,091,843,169
34	Total liabilities and net assets/fund balances ........	3,298,337,910	34	3,456,334,013

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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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) .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No