Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2019 , and ending 06-30-2020
BCheck if applicable:
CName of organization
Rush University Medical Center
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1700 West Van Buren Street 265
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60612
D Employer identification number

36-2174823
E Telephone number

G Gross receipts $ 4,908,575,722
F Name and address of principal officer:
Omar B Lateef DO
1700 West Van Buren Street 265
Chicago,IL60612
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.rush.edu
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1883
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: The mission of Rush is to improve the health of the individuals and diverse communities we serve through the integration of outstanding patient care, education, research and community partnerships.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 95
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 90
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 13,475
6 Total number of volunteers (estimate if necessary) ............. 6 718
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,835,729
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 75,461,029 139,965,950
9 Program service revenue (Part VIII, line 2g) ......... 1,876,582,808 1,784,839,480
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 56,368,261 49,056,939
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 109,555,172 156,106,569
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,117,967,270 2,129,968,938
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 13,987,878 15,443,953
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,076,900,165 1,107,753,527
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet13,206,915    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 906,388,551 1,083,074,044
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,997,276,594 2,206,271,524
19 Revenue less expenses. Subtract line 18 from line 12....... 120,690,676 -76,302,586
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 3,456,334,013 4,025,213,121
21 Total liabilities (Part X, line 26)............. 1,364,490,844 2,111,950,010
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,091,843,169 1,913,263,111
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
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Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: The mission of Rush is to improve the health of the individuals and diverse communities we serve through the integration of outstanding patient care, education, research and community partnerships.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,666,042,062 including grants of $ 68,550 ) (Revenue $ 1,644,315,309 )
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. In FY20, Rush provided patient care to more than 30,000 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 $ 192,836,347 including grants of $   ) (Revenue $ 155,831,050 )
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 1,600 projects, including hundreds of clinical studies to test the effectiveness and safety of new therapies and medical devices, as well as to expand scientific and medical knowledge. Total research awards in FY20 topped $110 million.
4c (Code:   ) (Expenses $ 83,445,680 including grants of $ 15,375,403 ) (Revenue $ 81,529,798 )
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 2,800 students in FY20. 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.
(Code:   ) (Expenses $ 67,667,243 including grants of $   ) (Revenue $ 44,965,808 )
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 FY20.
4d Other program services (Describe in Schedule O.)
(Expenses $ 67,667,243 including grants of $   ) (Revenue $ 44,965,808 )
4e Total program service expensesMediumBullet2,009,991,332
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
Yes
 
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
1,259
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
13,475
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
95
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
90
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
IL
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJames Wilson1700 West Van Buren Street Ste 268   Chicago,IL60612 (312) 942-5659
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Christine A Edwards
 
Trustee/Vice Chair
 1.0
.................
1.0 		X   X       0 0 0
(2) James W DeYoung
 
Trustee/Vice Chair
 1.0
.................
0 		X   X       0 0 0
(3) Omar B Lateef DO
 
CEO RUMC
 41.0
.................
0 		X   X       1,536,941 0 265,362
(4) Peter C B Bynoe Esq
 
Trustee/Vice Chair
 1.0
.................
1.0 		X   X       0 0 0
(5) Stephen N Potter
 
Trustee/Vice Chair
 1.0
.................
1.0 		X   X       0 0 0
(6) Susan Crown
 
Trustee/Chair
 2.0
.................
2.0 		X   X       0 0 0
(7) William M Goodyear
 
Trustee/Vice Chair
 1.0
.................
1.0 		X   X       0 0 0
(8) Adela Cepeda
 
Trustee
 1.0
.................
0 		X           0 0 0
(9) Alejandro Silva
 
Trustee
 1.0
.................
0 		X           0 0 0
(10) Alison Li Chung
 
Trustee
 1.0
.................
0 		X           0 0 0
(11) Andrew J Mills
 
Trustee
 1.0
.................
0 		X           0 0 0
(12) Ann W Cohn EdD
 
Trustee
 1.0
.................
0 		X           0 0 0
(13) Anthony D Ivankovich MD
 
Trustee
 1.0
.................
0 		X           0 0 0
(14) Anthony M Kotin MD
 
Trustee END 11/19
 1.0
.................
0 		X           0 0 0
(15) Aurie A Pennick
 
Trustee
 1.0
.................
0 		X           0 0 0
(16) Barbara Jil Wu PhD
 
Trustee
 1.0
.................
0 		X           0 0 0
(17) Bruce W Dienst
 
Trustee
 1.0
.................
4.0 		X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Carl W Stern
 
Trustee
 1.0
.......................0 		X           0 0 0
(19) Carole Browe Segal
 
Trustee
 1.0
.......................1.0 		X           0 0 0
(20) Carole W Streicher
 
Trustee
 1.0
.......................0 		X           0 0 0
(21) Catherine A Dimou MD
 
Trustee START 11/19
 1.0
.......................0 		X           0 0 0
(22) Charles A Tribbett III
 
Trustee
 1.0
.......................0 		X           0 0 0
(23) Charles L Evans PhD
 
Trustee
 1.0
.......................0 		X           0 0 0
(24) Christie Hefner
 
Trustee
 1.0
.......................0 		X           0 0 0
(25) Christopher L Coogan MD
 
Trustee
 1.0
.......................0 		X           0 0 0
(26) Cindy Nicolaides
 
Trustee
 1.0
.......................0 		X           0 0 0
(27) David C Habiger
 
Trustee
 1.0
.......................0 		X           0 0 0
(28) David HB Smith Jr
 
Trustee
 1.0
.......................0 		X           0 0 0
(29) Debra S Beck
 
Trustee
 1.0
.......................0 		X           0 0 0
(30) E David Coolidge III
 
Trustee
 1.0
.......................1.0 		X           0 0 0
(31) E Scott Santi
 
Trustee
 1.0
.......................0 		X           0 0 0
(32) Edward J Ward MD
 
Trustee
 41.0
.......................0 		X           325,263 0 48,828
(33) Eric A Reeves
 
Trustee
 1.0
.......................0 		X           0 0 0
(34) Francesca Maher Edwardson
 
Trustee
 1.0
.......................0 		X           0 0 0
(35) Frank J Techar
 
Trustee START 11/19
 1.0
.......................0 		X           0 0 0
(36) Frederick M Brown DNP
 
Trustee
 41.0
.......................0 		X           204,657 0 37,943
(37) Gary E McCullough
 
Trustee
 1.0
.......................1.0 		X           0 0 0
(38) Gloria Santona Esq
 
Trustee
 1.0
.......................0 		X           0 0 0
(39) H John Gilbertson
 
Trustee
 1.0
.......................0 		X           0 0 0
(40) James A Bell
 
Trustee END 2/20
 1.0
.......................0 		X           0 0 0
(41) Jay L Henderson
 
Trustee
 1.0
.......................1.0 		X           0 0 0
(42) Jennifer W Steans
 
Trustee
 1.0
.......................0 		X           0 0 0
(43) Joan E Steel
 
Trustee
 1.0
.......................0 		X           0 0 0
(44) Joan S Rubschlager
 
Trustee
 1.0
.......................0 		X           0 0 0
(45) John F Sandner
 
Trustee
 1.0
.......................0 		X           0 0 0
(46) John J Sabl
 
Trustee
 1.0
.......................0 		X           0 0 0
(47) John L Brennan
 
Trustee
 1.0
.......................0 		X           0 0 0
(48) John L Howard
 
Trustee
 1.0
.......................0 		X           0 0 0
(49) John W Higgins
 
Trustee
 1.0
.......................0 		X           0 0 0
(50) John W Rogers Jr
 
Trustee
 1.0
.......................1.0 		X           0 0 0
(51) Jose' Luis Prado
 
Trustee
 1.0
.......................0 		X           0 0 0
(52) Justin Ishbia
 
Trustee
 1.0
.......................0 		X           0 0 0
(53) Kapila Kapur Anand CPA
 
Trustee
 1.0
.......................0 		X           0 0 0
(54) Karen B Case
 
Trustee
 1.0
.......................0 		X           0 0 0
(55) Karen C Reid
 
Trustee
 1.0
.......................0 		X           0 0 0
(56) Karen Jaffee Cofsky
 
Trustee
 1.0
.......................0 		X           0 0 0
(57) Kelly McNamara Corley
 
Trustee
 1.0
.......................0 		X           0 0 0
(58) Kenneth H M Leet
 
Trustee
 1.0
.......................0 		X           0 0 0
(59) Kenneth J Tuman MD
 
Trustee
 41.0
.......................0 		X           134,501 0 1,200
(60) Kip Kirkpatrick
 
Trustee
 1.0
.......................0 		X           0 0 0
(61) Larry Field
 
Trustee
 1.0
.......................0 		X           0 0 0
(62) Marca L Bristo
 
Trustee END 9/19
 1.0
.......................0 		X           0 0 0
(63) Marcie B Hemmelstein
 
Trustee
 1.0
.......................0 		X           0 0 0
(64) Marilyn K Wideman DNP RN B
 
Trustee
 1.0
.......................0 		X           0 0 0
(65) Mark C Metzger
 
Trustee
 1.0
.......................4.0 		X           0 0 0
(66) Martin H Nesbitt
 
Trustee
 1.0
.......................0 		X           0 0 0
(67) Marvin J Herb
 
Trustee
 1.0
.......................0 		X           0 0 0
(68) Matthew F Bergmann
 
Trustee
 1.0
.......................0 		X           0 0 0
(69) Matthew J Boler
 
Trustee
 1.0
.......................0 		X           0 0 0
(70) Michael J O'Connor
 
Trustee
 1.0
.......................0 		X           0 0 0
(71) Pamela Forbes Lieberman
 
Trustee
 1.0
.......................0 		X           0 0 0
(72) Paul E Martin
 
Trustee
 1.0
.......................0 		X           0 0 0
(73) Paul W Theiss
 
Trustee START 2/20
 1.0
.......................0 		X           0 0 0
(74) Perry R Pero
 
Trustee
 1.0
.......................0 		X           0 0 0
(75) Peter M Ellis
 
Trustee
 1.0
.......................0 		X           0 0 0
(76) Robert A Wislow
 
Trustee
 1.0
.......................0 		X           0 0 0
(77) Robert F Finke
 
Trustee
 1.0
.......................0 		X           0 0 0
(78) Roger S McEniry
 
Trustee START 9/19
 1.0
.......................0 		X           0 0 0
(79) Ron Huberman
 
Trustee
 1.0
.......................0 		X           0 0 0
(80) Russell P Smyth
 
Trustee START 2/20
 1.0
.......................0 		X           0 0 0
(81) Sandra P Guthman
 
Trustee
 1.0
.......................1.0 		X           0 0 0
(82) Sheila A Penrose
 
Trustee
 1.0
.......................0 		X           0 0 0
(83) Sheldon Lavin
 
Trustee
 1.0
.......................0 		X           0 0 0
(84) Shundrawn A Thomas
 
Trustee START 11/19
 1.0
.......................0 		X           0 0 0
(85) Stephen R Quazzo
 
Trustee
 1.0
.......................0 		X           0 0 0
(86) Susan R Lichtenstein
 
Trustee
 1.0
.......................0 		X           0 0 0
(87) The Rt Rev Jeffrey D Lee
 
Trustee
 1.0
.......................0 		X           0 0 0
(88) Thomas E Lanctot
 
Trustee
 1.0
.......................0 		X           0 0 0
(89) Thomas J Wilson
 
Trustee
 1.0
.......................0 		X           0 0 0
(90) Todd W Lillibridge
 
Trustee
 1.0
.......................0 		X           0 0 0
(91) Wayne L Moore
 
Trustee
 1.0
.......................0 		X           0 0 0
(92) William A Downe CM
 
Trustee
 1.0
.......................1.0 		X           0 0 0
(93) William A Mynatt Jr
 
Trustee
 1.0
.......................0 		X           0 0 0
(94) William H Osborne
 
Trustee
 1.0
.......................0 		X           0 0 0
(95) William J Friend
 
Trustee
 1.0
.......................0 		X           0 0 0
(96) William J Hagenah
 
Trustee
 1.0
.......................0 		X           0 0 0
(97) William T Huffman Jr
 
Trustee
 1.0
.......................0 		X           0 0 0
(98) Alex D Wiggins
 
VP & Chief Investment Officer START 11/19
 40.0
.......................0 		    X       408,521 0 91,103
(99) Andrew Bean
 
Vice Provost Research (Acting)
 40.0
.......................0 		    X       316,482 0 59,056
(100) Angelique Richard PhD RN CENP
 
SVP Hospital Operations CNO
 40.0
.......................0 		    X       638,121 0 110,745
(101) Anthony J Perry MD
 
VP Ambulatory Transformation
 40.0
.......................0 		    X       493,617 0 103,330
(102) Bala Hota MD
 
VP & Chief Analytics Officer
 40.0
.......................0 		    X       613,968 0 106,930
(103) Brent J Estes
 
SVP Business & Network Development END 9/19
 40.0
.......................0.0 		    X       1,352,779 0 23,030
(104) Brian Patty MD
 
VP Clinical Information Systems END 5/20
 40.0
.......................0 		    X       492,909 0 106,165
(105) Bruce M Elegant MPH FACHE
 
VP Hospital Operations
 1.0
.......................40.0 		    X       652,290 0 97,627
(106) Bryant A Adibe MD
 
VP & Chief Wellness Officer
 40.0
.......................0 		    X       359,557 0 35,481
(107) Carl T Bergetz JD
 
SVP Legal Affairs & General Counsel
 40.0
.......................1.0 		    X       734,184 0 148,284
(108) Charlotte Royeen PhD
 
VP & Dean College of Health Sciences
 40.0
.......................0 		    X       405,798 0 82,398
(109) Courtney Kammer MHA
 
SVP Human Resources START 6/20
 40.0
.......................0 		    X       316,030 0 49,822
(110) Cynthia Barginere DNP
 
SVP & Chief Operating Officer END 6/20
 40.0
.......................0 		    X       821,578 0 137,393
(111) Cynthia E Boyd MD
 
VP & Chief Compliance Officer
 40.0
.......................0 		    X       482,561 0 69,695
(112) Darlene Oliver Hightower JD
 
VP Community Health Equity
 40.0
.......................0 		    X       280,917 0 70,363
(113) David A Ansell MD
 
SVP Community Health Equity
 40.0
.......................1.0 		    X       921,027 0 144,719
(114) Denise N Szalko
 
VP Revenue Cycle
 40.0
.......................0 		    X       502,465 0 83,256
(115) Diane M McKeever
 
SVP Philanthropy & Development/Secretary
 40.0
.......................1.0 		    X       820,614 0 144,364
(116) Dino Rumoro
 
Acting Dean Rush Medical College END 6/20
 40.0
.......................0 		    X       647,961 0 55,969
(117) Edward W Conway
 
VP Clinical Affairs-Admin & Finance
 40.0
.......................0 		    X       426,936 0 95,783
(118) Hiten Patel PhD
 
VP Chief Product Officer START 12/19
 40.0
.......................0 		    X       0 0 0
(119) James Wilson
 
VP Financial Planning/Budget/Decision Support START 11/19
 40.0
.......................0 		    X       194,311 0 37,272
(120) Jeremy E Strong
 
VP Supply Chain
 40.0
.......................0 		    X       329,186 0 50,305
(121) Joan Kurtenbach
 
VP Planning/Marketing/Communication END 7/19
 40.0
.......................0.0 		    X       867,766 0 85,880
(122) John P Mordach
 
SVP Finance & CFO END 6/20
 40.0
.......................1.0 		    X       1,198,581 0 212,034
(123) Joseph Anderson
 
VP Human Resources Operations END 4/20
 40.0
.......................0 		    X       319,109 0 78,763
(124) Kate H Jones
 
VP Strategic Planning/Marketing/Communications START 6/20
 40.0
.......................0 		    X       0 0 0
(125) Katharine Conklin Struck JD
 
VP Integrated Solutions/Optimizatio
 40.0
.......................0 		    X       430,319 0 68,140
(126) Kelly Sullivan JD
 
Deputy General Counsel & Chief Risk Officer START 11/19
 40.0
.......................0 		    X       338,151 0 58,288
(127) Marquis Foreman PhD
 
Dean College of Nursing END 12/19
 40.0
.......................0 		    X       448,957 0 67,023
(128) Melissa Coverdale
 
VP Finance
 40.0
.......................1.0 		    X       430,982 0 82,883
(129) Michael Dandorph
 
President,RUMC and RSH END 9/19
 40.0
.......................2.0 		    X       2,750,014 0 240,492
(130) Michael E LaMont
 
VP Facilities Management
 40.0
.......................0 		    X       425,553 0 71,905
(131) Michael Mulroe
 
VP Hospital Operations
 40.0
.......................0 		    X       469,087 0 100,220
(132) Paola Pescara
 
VP Strategic Outreach START 6/20
 40.0
.......................0 		    X       265,210 0 50,997
(133) Patricia Nedved
 
VP Professional Nursing Practice
 40.0
.......................0 		    X       306,999 0 48,836
(134) Patricia S O'Neil MAE
 
SVP, CFO & Treasurer
 40.0
.......................1.0 		    X       442,477 0 74,258
(135) Peter Briechle PhD
 
VP Philanthropy Programs & Services
 40.0
.......................0 		    X       402,586 0 73,571
(136) Richa Gupta MBBS MHSA
 
SVP & COO RUMG
 40.0
.......................0 		    X       425,595 0 76,654
(137) Scott Sonnenschein
 
VP Hospital Operations, President HDM LLC
 40.0
.......................0 		    X       489,365 0 65,027
(138) Shanon Shumpert
 
VP Instiutional Equity & Title IX Officer
 40.0
.......................0 		    X       280,832 0 57,759
(139) Sherine E Gabriel MD MSc
 
President Rush University
 40.0
.......................0 		    X       951,437 0 151,503
(140) Susan L Freeman MD MS
 
SVP & Provost Rush University START 10/19
 40.0
.......................0 		    X       124,145 0 22,171
(141) Syed Rab MBBS MPH CHCIO
 
SVP & Chief Information Officer END 6/20
 40.0
.......................0 		    X       884,836 0 181,743
(142) Tatyana Popkova MSM
 
SVP Strategic Planning/Marketing & CSO START 2/19
 40.0
.......................0 		    X       459,559 0 67,152
(143) Terry Peterson
 
VP Corporate & External Affairs
 40.0
.......................0 		    X       447,819 0 67,253
(144) Thomas Deutsch MD
 
Provost Rush University END 9/19
 40.0
.......................0 		    X       1,093,791 0 172,986
(145) Thomas P Wick
 
VP Individual Giving, Philanthropy
 40.0
.......................0 		    X       397,314 0 88,110
(146) Vanessa Stacks
 
VP Care Coordination & CDI
 40.0
.......................0 		    X       347,126 0 52,643
(147) Wayne E Keathley MPH
 
EVP & COO START 2/20
 40.0
.......................0 		    X       0 0 0
(148) Wendy Cox-Largent MBA
 
VP Rush University Medical Group
 40.0
.......................0 		    X       402,483 0 72,033
(149) John E O'Toole
 
Physician
 40.0
.......................0 		        X   1,099,016 0 47,469
(150) Lorenzo Munoz MD
 
Physician
 40.0
.......................0 		        X   1,258,054 0 53,169
(151) Michael Liptay MD
 
Physician
 40.0
.......................0 		        X   1,389,119 0 60,795
(152) Richard Byrne MD
 
Physician
 40.0
.......................0 		        X   1,320,461 0 52,951
(153) Vincent Traynelis MD
 
Physician
 40.0
.......................0 		        X   1,068,726 0 33,413
(154) James Mulshine
 
Former Officer
 0.0
.......................0 		          X 223,973 0 18,092
(155) Joshua Jacobs MD
 
Former Officer
 0.0
.......................0 		          X 875,748 0 101,399
(156) K Ranga Rama Krishnan MB ChB
 
Former Officer
 0.0
.......................40.0 		          X 1,874,770 0 266,019
(157) Larry J Goodman MD
 
Former Officer
 0.0
.......................0.0 		          X 2,207,047 0 284,310
(158) Lynne M Wallace
 
Former Officer
 0.0
.......................0 		          X 345,431 0 63,465
(159) Marcia Murphy DNP
 
Trustee END 2/19
 0.0
.......................0 		          X 177,329 0 36,388
(160) Mary Ellen Schopp
 
Former Officer
 0.0
.......................0 		          X 1,252,840 0 28,943
(161) Nicole Sibol
 
Former Officer
 0.0
.......................0 		          X 392,963 0 37,261
(162) Peter Butler
 
Former Officer
 0.0
.......................0 		          X 99,000 0 1,000
(163) Richard K Davis
 
Former Officer
 0.0
.......................0 		          X 898,473 0 81,999
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 44,296,218 0 5,811,418
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,982
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
JONES LANG LASALLE AMERICAS

200 East Randolph Drive
Floor 43-48
Chicago,IL60601 		MANAGEMENT SERVICES 56,241,950
Ujamaa Construction Inc

7744 S Stony Island Ave
Chicago,IL606494513 		Construction 28,921,557
WALSH CONSTRUCTION COMPANYF

929 W ADAMS STREET
Chicago,IL60607 		CONSTRUCTION 13,134,533
EPIC SYSTEMS CORPORATION

1979 MILKY WAY
Verona,WI53593 		SOFTWARE MAINTENANCE 11,701,620
HDR Architecture Inc

30 W Monroe Street
Suite 700
Chicago,IL606032425 		Engineering Consultant 8,767,481
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet234
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 1,175,412
d Related organizations1d  
e Government grants (contributions)1e 74,504,989
f All other contributions, gifts, grants, and similar amounts not included above1f 64,285,549
g Noncash contributions included in lines 1a - 1f:$ 1g 3,917,006
h Total. Add lines 1a-1f.......MediumBullet 139,965,950
Program Service RevenueAmt Business Code
2a Patient Services 622110 1,118,558,151 1,118,369,330 188,821  
b Physician Practices 621111 313,462,847 313,462,847    
c Research 541715 155,831,050 155,831,050    
d Tuition 611310 81,529,798 81,529,798    
e Medicaid Tax Revenue 622110 70,491,826 70,491,826    
f All other program service revenue. 44,965,808 44,965,808 0 0
g Total. Add lines 2a–2f .....MediumBullet 1,784,839,480
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 54,082,614     54,082,614
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   18,060,859 6a
b Less: rental expenses   4,383,243 6b
c Rental income or (loss) 0 13,677,616 6c
d Net rental income or (loss).......MediumBullet 13,677,616   -27,638 13,705,254
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 627,088 2,728,540,647 7a
b Less: cost or other basis and sales expenses 2,316,924 2,731,876,486 7b
c Gain or (loss) -1,689,836 -3,335,839 7c
d Net gain or (loss).........MediumBullet -5,025,675   1,283,132 -6,308,807
8a Gross income from fundraising events (not including $ 1,221,645of contributions reported on line 1c). See Part IV, line 18 ....
8a 340,071
b Less: direct expenses ... 8b 352,673
c Net income or (loss) from fundraising events..MediumBullet -12,602   -12,602
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 58,835
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet 58,835     58,835
10a Gross sales of inventory, less
returns and allowances ..
10a 181,668,764
b Less: cost of goods sold .. 10b 39,677,458
c Net income or (loss) from sales of inventory..MediumBullet 141,991,306 141,991,306    
Business Code Miscellaneous Revenue
11a Vyridian 541900 126,113   126,113  
b Parking 812930 45,167   45,167  
c Laboratories 621500 179,884   179,884  
d All other revenue .... 40,250 0 40,250 0
e Total. Add lines 11a–11d ...... MediumBullet 391,414
12 Total revenue. See instructions.....MediumBullet 2,129,968,938 1,926,641,965 1,835,729 61,525,294
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 68,550 68,550
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 15,375,403 15,375,403
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 34,458,012 0 33,493,035 964,977
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 9,266,450   9,266,450  
7 Other salaries and wages........ 875,941,659 843,933,905 24,757,899 7,249,855
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 40,492,879 38,904,104 1,228,913 359,862
9 Other employee benefits ....... 84,286,448 68,992,019 13,369,822 1,924,607
10 Payroll taxes ........... 63,308,079 58,016,669 4,717,440 573,970
11 Fees for services (non-employees):        
a Management ...... 101,314,953 64,864,628 35,415,188 1,035,137
b Legal ......... 4,947,667 346,227 4,601,440  
c Accounting ........... 913,776   913,776  
d Lobbying ........... 695,043 695,043    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 4,380,799   4,380,799  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 74,295,221 66,018,263 8,235,816 41,142
12 Advertising and promotion .... 5,771,918 1,348,498 4,423,420  
13 Office expenses ....... 8,906,807 6,262,105 2,504,384 140,318
14 Information technology ...... 45,822,875 36,935,461 8,872,475 14,939
15 Royalties .. 180,489 180,489    
16 Occupancy ........... 21,049,255 17,459,091 3,590,164  
17 Travel ............ 2,526,890 2,102,773 382,147 41,970
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 3,176,312 2,413,454 541,610 221,248
20 Interest ........... 23,493,446 23,493,446    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 122,821,872 110,498,041 12,323,831  
23 Insurance ... 57,062,247 52,782,427 4,279,820  
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 439,064,689 437,602,580 1,336,207 125,902
b Debt Rate Lock Payment 62,500,430 62,500,430    
c Medicaid Provider Tax 39,955,565 39,955,565    
d Equipment Rental & Expense 40,967,377 37,974,406 2,512,800 480,171
e All other expenses 23,226,413 21,267,755 1,925,841 32,817
25 Total functional expenses. Add lines 1 through 24e 2,206,271,524 2,009,991,332 183,073,277 13,206,915
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 83,571 1 82,144
2 Savings and temporary cash investments ......... 90,582,828 2 483,794,041
3 Pledges and grants receivable, net ...... 26,399,296 3 43,904,345
4 Accounts receivable, net ............. 422,670,258 4 368,300,601
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 29,863,539 8 35,892,494
9 Prepaid expenses and deferred charges ...... 19,197,839 9 21,497,044
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,809,295,660
b Less: accumulated depreciation 10b 1,395,506,270 1,269,668,614 10c 1,413,789,390
11 Investments—publicly traded securities . 1,161,149,224 11 571,153,892
12 Investments—other securities. See Part IV, line 11 ..... 414,977,784 12 1,060,525,468
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 21,741,060 15 26,273,702
16 Total assets. Add lines 1 through 15 (must equal line 33)... 3,456,334,013 16 4,025,213,121
Liabilities 17 Accounts payable and accrued expenses ..... 356,787,252 17 492,615,150
18 Grants payable ...   18  
19 Deferred revenue ......... 45,873,222 19 17,340,754
20 Tax-exempt bond liabilities ......... 484,836,409 20 772,725,891
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 398,802,940 23 744,886,430
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 78,191,021 25 84,381,785
26 Total liabilities. Add lines 17 through 25.. 1,364,490,844 26 2,111,950,010
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 1,266,841,493 27 1,105,442,107
28 Net assets with donor restrictions ........... 825,001,676 28 807,821,004
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 2,091,843,169 32 1,913,263,111
33 Total liabilities and net assets/fund balances ........ 3,456,334,013 33 4,025,213,121
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
2,129,968,938
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,206,271,524
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-76,302,586
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
2,091,843,169
5
Net unrealized gains (losses) on investments ...............
5
-49,334,055
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-52,943,417
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,913,263,111
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID: 19010655
Software Version: 2019v5.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 2019 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-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, 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 2019. 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 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
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) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
Rush University Medical Center
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that 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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
Rush University Medical Center
  		Employer identification number
36-2174823
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
Rush University Medical Center
  		Employer identification number

36-2174823
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID: 19010655
Software Version: 2019v5.0
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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Rush University Medical Center
 
Employer identification number

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

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2016 (b) 2017 (c) 2018 (d) 2019 (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) 2019


Schedule C (Form 990 or 990-EZ) 2019
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|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
501,167
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
193,876
j
Total. Add lines 1c through 1i ....................................................................................................
695,043
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Lobbying activities consist of promoting legislation that would protect and promote the continued ability of the organization to further its exempt purpose of providing excellence in healthcare. A portion of the lobbying expenditure stems from dues to hospital organizations, such as the IHA, AHA, and AAMC, that lobby on behalf of the healthcare industry.
Schedule C (Form 990 or 990EZ) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 641,949,379 627,321,096 588,315,306 505,278,670 521,164,012
b Contributions ... 12,566,265 8,504,428 6,957,150 4,226,027 4,047,128
c Net investment earnings, gains, and losses 7,070,623 26,649,312 51,532,395 97,185,668 -2,040,476
d Grants or scholarships ... 3,291,346 3,139,853 2,968,721 2,684,169 2,629,194
e Other expenditures for facilities
and programs ... 		17,847,679 17,026,192 16,097,830 15,222,879 14,807,856
f Administrative expenses .... 228,104 359,412 417,204 468,011 454,944
g End of year balance ...... 640,219,138 641,949,379 627,321,096 588,315,306 505,278,670
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet1 %
b
Permanent endowment SchDMd Bullet51 %
c
Term endowment SchDMd Bullet48 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   55,090,445 55,090,445
b Buildings ....   1,683,500,777 812,203,918 871,296,859
c Leasehold improvements   855,156,762 535,820,144 319,336,618
d Equipment ....   85,148,045 47,482,208 37,665,837
e Other .....   130,399,631   130,399,631
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,413,789,390
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives......... 1,060,525,468 F
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 1,060,525,468
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 84,381,785
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) 2019

Schedule D (Form 990) 2019
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 Intended uses of endowment funds The endowments are used to fund professorships (42%), research (14%), free care (8%), student financial aid (14%), education and fellowships (11%) and other programs (11%).
Schedule D (Form 990) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Program Services Self Insurance 2,650,050
Central America and the Caribbean 0 0 Program Services Charitable Health Care and healthcare related conferences. 188,625
East Asia and the Pacific 0 0 Program Services Charitable Health Care and healthcare related conferences. 74,046
Europe (Including Iceland and Greenland) 0 0 Program Services Charitable Health Care and healthcare related conferences. 491,416
Middle East and North Africa 0 0 Program Services Charitable Health Care and healthcare related conferences. 104,180
North America (Canada & Mexico only) 0 0 Program Services Charitable Health Care and healthcare related conferences. 1,489,038
South America 0 0 Program Services Charitable Health Care and healthcare related conferences. 204,430
Central America and the Caribbean 0 0 Investments   55,146,320
Sub-Saharan Africa 0 0 Program Services Charitable Health Care and healthcare related conferences. 2,492
South Asia 0 0 Program Services Charitable Health Care and healthcare related conferences. 29,715
Central America and the Caribbean 0 0 ,Investments - Partnerships   60,011,389
           
           
           
           
           
           
3a Sub-total .... 0 0 120,391,701
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 120,391,701
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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 noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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
Schedule F, 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 insurance premiums made to the entity's wholly owned Cayman Island Insurance Company.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


Software ID: 19010655
Software Version: 2019v5.0



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

Woman's Board Fall Benefit
(event type) 		(b) Event #2

Rush University Golf Outing
(event type) 		(c) Other events

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

1
Gross receipts . . . . .
550,852
152,000
243,000
945,852

2
Less: Contributions . . . .
286,939
125,000
193,842
605,781
3 Gross income (line 1 minus
line 2) . . . . . .
263,913
27,000
49,158
340,071



VerticalDirectExpenses
4 Cash prizes . . . . . 0 0 0 0
5 Noncash prizes . . . . 5,000 0 4,071 9,071
6 Rent/facility costs . . . . 17,775 14,000 1,000 32,775
7 Food and beverages . . . 86,185 15,524 6,203 107,912
8 Entertainment . . . . 16,676 0 0 16,676
9 Other direct expenses . . . 111,987 12,000 62,252 186,239
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 352,673
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -12,602
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
0
0
58,835
58,835
VerticalDirectExpenses

2
Cash prizes . . . . .
0
0
0
0

3
Noncash prizes . . . .
0
0
0
0

4
Rent/facility costs . . . .
0
0
0
0

5
Other direct expenses . . .
0
0
0
0


6

Volunteer labor . . . .
%
%
100 %


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
0

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
58,835

9
Enter the state(s) in which the organization conducts gaming activities: IL
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
0 %
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
100 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Patty Ruiz
Address right arrow
Ostrow Reisin Berk Abrams Ltd 455N Cityfront Plaza Dr Suite 1500Chicago, IL60611
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Jennifer Veloso
Gaming manager compensation right arrow $ 0
Description of services provided right arrow
Record Keeping and Bank Deposit
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$ 58,835
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, Part III, Line 17 Distributions required under state law STATE=ILLINOIS,MANDATORY DISTRIBUTION AMOUNT=58835;
Schedule G (Form 990 or 990-EZ) 2019
Additional Data


Software ID: 19010655
Software Version: 2019v5.0
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

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

4

Yes

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

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		    24,986,016   24,986,016 1.13 %
b Medicaid (from Worksheet 3, column a) . . . . .     375,984,126 249,564,767 126,419,359 5.73 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .         0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 400,970,142 249,564,767 151,405,375 6.86 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).   37,554 21,655,040 12,177,519 9,477,521 0.43 %
f Health professions education (from Worksheet 5) . . .     167,334,570 103,236,672 64,097,898 2.91 %
g Subsidized health services (from Worksheet 6) . . . .     348,037,354 310,209,871 37,827,483 1.71 %
h Research (from Worksheet 7) .     194,707,349 162,545,184 32,162,165 1.46 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     68,550   68,550 0 %
j Total. Other Benefits . . 0 37,554 731,802,863 588,169,246 143,633,617 6.51 %
k Total. Add lines 7d and 7j . 0 37,554 1,132,773,005 837,734,013 295,038,992 13.37 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing         0 0 %
2 Economic development     2,246,841   2,246,841 0.10 %
3 Community support   1,674 251,350 8,948 242,402 0.01 %
4 Environmental improvements     76,582   76,582 0 %
5 Leadership development and
training for community members		         0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy     5,551   5,551 0 %
8 Workforce development   4,257 2,060,137   2,060,137 0.09 %
9 Other         0 0 %
10 Total 0 5,931 4,640,461 8,948 4,631,513 0.21 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
48,407,092
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
263,101,029
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
297,068,451
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-33,967,422
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1Rush SurgiCenter at the Professional Building LP
  		Healthcare 51.08 %   48.92 %
2Rush Oak Brook Orthopaedic Center LLC
  		Healthcare 65 %   35 %
3Rush Oak Brook Surgery Center LLC
  		Healthcare 25 %   75 %
4Rush Radiosurgery LLC
  		Healthcare 49 %   51 %
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 Rush University Medical Center
1653 W Congress Parkway
Chicago,IL60612
www.rush.edu
0001917 		X X X X X X X      
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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): 		1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 18
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 18
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://www.rush.edu/sites/default/files/2020-09/CHNA-CHIP-ONLINE-REV8-8_FNL.pdf
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
Rush University Medical Center
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://www.rush.edu/patients-visitors/financial-assistance
b
https://www.Rush.edu/sites/default/files/2020-09/financial-assistance-application.pdf
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
Rush University Medical Center
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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 No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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, 20a, 20b, 20c, 20d, 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
Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - Rush University Medical Center. Rush's Office of Community Engagement, under its Senior Vice President for Community Health Equity, led the effort for the 2019 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.
Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - Rush University Medical Center. 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 when the CHNA was conducted): Advocate Aurora Health AMITA Health Ann and Robert Lurie Children's Hospital of Chicago Gottlieb Memorial Hospital Loyola University Health System MacNeal Hospital Mercy Hospital and Medical Center Northwestern Medicine Norwegian American Hospital Palos Hospital Roseland Community Hospital Rush University System for Health Sinai Health System Sinai Urban Health Institute South Shore Hospital Swedish Covenant Hospital University of Chicago Medicine University of Illinois Hospital and Health Sciences System
Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - Rush University Medical Center. Participating health departments in the Health Impact Collaborative of Cook County: Chicago Department of Public Health Cook County Department of Public Health
Schedule H, Part V, Section B, Line 7 Facility , 1 Facility , 1 - Rush University Medical Center. 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 CHNA and CHIP 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.
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - Rush University Medical Center. 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 HEAL 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 FY2020, 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 (ACEs) - 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 workgroups, 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 in 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 (SBHCs) and faith-based organizations. Rush 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 initiatives. 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 FY2020, 564 risk screenings were completed, resulting in 181 students linked to in-SBHC mental health services. Of those 181, five were 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 FY2020, there were 76 students who received SBHC-provided psychiatric care. SBHC staff delivered 2,435 minutes of group education that focused on self-care, mental health, and skill building for resilience to 1,320 students through school outreach activities. Finally, 46 teachers, parents, staff, and community members participated in educational sessions on the same topics. Faith-based initiatives. 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. During the time of COVID-19 surge, the SBHCs were closed for operations. SBHC staff were redeployed to various efforts around the system including the Emergency Department ambulance bay, COVID clinic, triage lines, and the results call-back center. All SBHC clinical services were integrated into the Adolescent Family Center or moved to telehealth so vital services for students could go uninterrupted. B. Expand access to other screenings and services through a partnership with the Rush department of psychiatry. Launched in January of 2018, Rush provided psychiatric services, in-SBHCs and by telehealth visits. In FY2020, 76 students received psychiatric services in the SBHCs. Over two thousand hours of education that focused on trauma, mental health, identification of mental health issues, and skill building for resilience was provided to 1,320 students through school outreach activities.
Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - Rush University Medical Center. Goal 3: Prevent and reduce chronic disease by focusing on risk factors. 1. 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 FY2020. Through a continued partnership with Franciscan Outreach and Beyond Hunger), Rush has provided over 19,000 free meals annually to the organizations, since it was started in 2015. 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 FY2020, 700 unique Rush employees participated in this program. During the pandemic, connected 350 employees with free, healthy food. At the height of the pandemic, connected approximately 1,500 community residents with healthy food needs. 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 FY2020, the program provided services to over 2,268 women and families. The metropolitan Chicago Breast Cancer Task Force launched in 2007 as an independent non-profit based at Rush, with the goal of reducing the disparity in breast cancer deaths between African American 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 FY2020, 576 women were screened. In the past fiscal year, Rush has been working on standardizing its approach to tobacco control and cessation per our defined needs and our work with the Chicago Department of Public Health's (CDPH) Healthy Chicago 2.0 Chicago Quits grant in partnership with Respiratory Health Association. However, this past year due to restructure and COVID-19 demands on Respiratory Care, our classes internally and in the community paused, as many had a Spring 2020 start date. Given this change, the team worked on infrastructure and continued to host the Tobacco Oversight Committee and also developed enhanced system connection with ProChange, Rush's partner software for tobacco cessation and updating the internal processes for referral.
Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - Rush University Medical Center. 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 POLICY In addition to meeting financial and residency requirements, individuals applying for financial assistance must: cooperate with Rush and provide information and documentation truthfully and in a timely manner; make a good faith effort to honor the terms of reasonable payment terms on open balances if the individual qualifies only for a partial discount; notify Rush of any change in financial situation which may impact the 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.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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?0
Name and address Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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
Schedule H, 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 uninsured 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 FY2020, 87 patients were referred to CommunityHealth.
Schedule H, 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.
Schedule H, 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.
Schedule H, Part VI, Line 5 Promotion of community health (continuation 1) Goal 2: Improve access to mental and behavioral health services. Supporting program information: Rush school-based health centers The Rush has a thirty-year history of providing health care at School-Based Health Centers. Rush currently has three SBHCs located within Chicago Public Schools that include: Orr Academy High School (Orr), Richard T. Crane Medical Preparatory High School (Crane), and Simpson Academy for Young Women (Simpson). Crane and Orr have students in grades 9-12, and Simpson serves 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 SBHCs 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 FY2020, these health centers provided 3,403 health care encounters to 1,397 students. Adolescent family center The Rush Adolescent Family Center (AFC) has existed for over 46 years. The AFC provides reproductive health care, 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 FY2020, AFC provided clinic services to 493 youth - in total 2,006 health care encounters - and provided 1,380 minutes of reproductive health education to youth at 4 different schools through community education encounters. In FY2020, Affirm: The Rush Center for Gender, Sexuality and Reproductive Health, housed in the AFC, launched. In FY2020, 279 LGBTQ+ patients worked with Affirm patient navigators who helped them overcome barriers to be connected with inclusive care and services at Rush and in the community. 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 include: an adult mental health clinic that specializes in post-traumatic stress disorder; family and marital services such as support groups; counseling and guidance for parenting; a military sexual trauma clinic; and an Intensive Outpatient Program (IOP). The IOP is a three-week program where veterans receive intensive treatment Monday thru Friday, 8:00am to 5:00pm. For the IOP, veterans are drawn from the local community and region, and are flown in from across the country. Since the IOP launch in January 2016, over 330 veterans have graduated from the program. In addition, in the past year the Road Home Program conducted veteran outreach to 3,960 people within the community (to veterans and their family members, and through veteran service organizations and related community groups). In FY2020, the Road Home Program provided clinical services to 960 veterans. College of Nursing Faculty Practice Program The College of Nursing (CON) has a thirty-year history of providing health care 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 health care sites. Most recipients of care at the faculty practice sites are uninsured or underinsured and rely on the sites as their main health care source. In addition to the hours of care provided by Rush CON faculty practitioners, Rush nursing students deliver health care 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.
Schedule H, Part VI, Line 5 Promotion of community health (continuation 2) 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 five (5) common conditions plus one (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. In FY2020, 5 + 1 = 20 provided health education and screenings to approximately 2,240 community members. Oak Park Hospital Health & Wellness Fair In FY2020, the annual ROPH health and wellness fair provided more than 400 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 Change For the seventh 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. Other SWACH activities included: * 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 Byron 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 benefits. 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. SWACH also operates the Center for Health and Social Care Integration (CHaSCI), which provides technical assistance and a peer learning community to support practice and systems change with community-based organizations and health systems across the country. The Center teaches lessons from research and applies them to clinical and community settings, improving how health professionals deliver care and prevent diseases. The Center does this by having its health care provider members work closely together and share information, providing services and collaborating across its five core areas: Research, Older Adult and Family Care, Education, Community Health Equity, and Policy. West Side Walk to Wellness The West Side Walk to Wellness, developed and co-led by Rush medical students, 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 eight weeks, engaged 250 unique community members from Rush and the communities we serve. Goal 4: Increase access to care and community services. RCSIP clinics RCSIP Clinics are run by Rush volunteers, more specifically by 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 8,887 health care encounters/visits were provided during FY2020. 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 health care to over 158 men during FY2020.
Schedule H, Part I, Line 7f 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 $48,407,091.
Schedule H, Part II RUSH COVID-19 COMMUNITY RESPONSE: OVERVIEW Health systems across Chicago and the country are responding to COVID-19 with concerted efforts on workforce deployment, medical care capabilities and supply chain management. In addition, the COVID-19 pandemic has increased health-related social needs, exacerbating underlying inequities that have long led to worse health outcomes among black and Latinx communities. The COVID-19 pandemic calls for social services to identify and address social needs, accessible and trauma-informed mental health treatment, health promotion activities that support continued chronic care management during the pandemic and outreach targeted to communities most impacted by the harmful effects. At Rush University System for Health, an integrated academic health system spanning the West Side of Chicago, Oak Park and Aurora, partners from across the institution have worked extensively on many of these issues for years. Together with residents, community leaders, nonprofit organizations and other health care institutions, our goal is to be a catalyst for community health and vitality by dismantling barriers to health, and by promoting health equity both within and outside of Rush. This playbook describes how these partners have come together given the COVID-19 pandemic to align and elevate existing efforts, identify new needs and fill in gaps to best support patients, families and community members in our service areas. Our approach mostly focuses on those particularly impacted by COVID-19, including but not limited to: * Communities of color * Immigrants * Individuals with disabilities * LGBTQ+ individuals * Older adults * People experiencing homelessness The Rush COVID-19 Community Response Playbook shares our approach and materials, as of May 5, 2020, a copy can be obtained at https://www.rush.edu/sites/default/files/2020-09/rush-community-covid-playbook.pdf (THE URL should be typed in as ALL LOWER CASE LETTERS)
Schedule H, Part I, Line 7 COVID Response Efforts Rush University Medical Center received $74,647,666 in funding from April 2020 through June 30, 2020 from the Coronavirus Response and Relief Supplemental Appropriations Act (CARES Act). These payments were distributed by HRSA through the Provider Relief Fund (PRF) program to reimburse eligible healthcare providers for healthcare related expenses or lost revenues attributable to coronavirus. All recipients will be required to report their use of all PRF payments received during 2020 calendar year, on a date still to be determined by HRSA, by submitting the following information: 1. Healthcare related expenses attributable to coronavirus that another source has not reimbursed and is not obligated to reimburse, which includes General and Administrative (G&A) and/or other healthcare related expenses. 2. PRF payment amounts not fully expended on healthcare related expenses attributable to coronavirus are then applied to patient care lost revenues. Documentation requirements for these calculations have been published in the Post-Payment Notice of Reporting Requirements dated January 15, 2021. Rush University Medical Center has performed calculations based on the January 15th guidelines and determined that the total of healthcare related expenses attributable to coronavirus and lost patient care revenues from January 2020 through June 2020, as published in the April 1, 2021 HHS Provider Relief guidelines as to how the Provider Relief Funds can be spent, exceeded the PRF funds received prior to June 30, 2020.
Schedule H, Part I, Line 7g Subsidized Health Services RUMC has included costs associated with RUMC owned physician clinics in subsidized health services. There is $213,898,782 in costs in Line 7g which represents these clinics.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance The calculation of the ratio of patient cost to charges was based on RUMC's FY2020 As-Filed Medicare Cost Report. This cost to charge ratio is applied to Part I, Line 7a and 7b. RUMC calculates a separate cost to charge ratio for subsidized health services which more accurately portrays those services. RUMC 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.
Schedule H, Part II Community Building Activities Physical improvements and housing Rush has committed to the concept of housing as health, with senior leadership approving a pilot program to house six 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 development In FY2020, Rush invested $3.25 million in projects on the West Side through Community Development Financial Institutions including IFF, Chicago Community Loan Fund, Accion, and LISC. Rush also partnered with other hospitals to award a total of $500,000 in small grants to twenty-nine 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 FY2020, Rush spent $8.4 million doing business with vendors from the Anchor Mission communities. 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. In FY2020, Rush spent approximately $800,000 with Concordance Healthcare Solutions on the West Side. Rush also engaged with Fooda for cafeteria services, with a goal of increasing spending in the AM communities. In FY2020, Rush spent approximately $1 million with Fooda AM restaurants. 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 E-bus. Environmental Improvements In FY2020, Rush doubled down on its commitment to the Environment and Environmental Justice initiatives through the hiring of a full-time Sustainability Manager for the Medical Center. Rush understands that in its commitment to improving health, it must also be aware of its environmental footprint. Building off of Rush's recent re-establishment of The Green Team, Rush furthered its commitment this year. In addition, each of the Green Teams have adopted a mission to improve the social and physical well-being of the patients, students, employees, and community we serve through a culture of environmental sustainability. The task force is focused on inbound and outbound environmentally friendly programs through: Energy and water conservation; Reduction of our carbon footprint; Recycling program and waste reduction; Local and 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 FY2020, Rush's new Sustainability Manager focused attention on: * Energy consumption (decreasing our CO2 contributions to climate change) * Water consumption (decreasing our impacts on Lake Michigan and in the Mississippi River watershed, downstream of our wastewater treatment, by contributing less wastewater to the treatment plant) * Waste generation (decreasing the amount of waste we create decreases truck traffic and emissions; decreasing materials sent to landfills that generate methane emissions by identifying new opportunities for reducing/reusing/recycling) Coalition building: West 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 West Side neighborhoods of focus by 50% by 2030. In March 2020, West Side United announced eleven initiatives: Health and Healthcare * Launch 'Live Healthy West Side' a community health framework that promotes health and well-being around the following two health conditions: hypertension management, and maternal and child health Neighborhood and Physical Environment * Strengthening direct support relationships with food pantries * Launch of a Healthy Food Voucher program * Support three Chicago Public Schools with Nutrition Education standards and policies Economic Vitality * Commitment to impact investing * Local hiring * Local spend dollars * Business Development * Employee Professional Growth Education * High School Internships and College Apprenticeships * Development of community hubs at up to two schools West Side ConnectED Rush continues to partner with the organizations in West Side ConnectED to achieve the goal of improving our efforts on social determinants of health with support from Catholic Charities. The coalition has grown to include Lurie Children's Hospital and enjoys consistent representation by the Illinois Partners for Human Service, a coalition of 800 human rights organizations located in every legislative district throughout Illinois. Efforts continue to be focused on implementing screening about health care access (primary care/insurance), food security, housing/homelessness, utilities, and transportation but have broadened the scope to include each partner's entire hospital per individual institutional strategic goals. The coalition also secured funding to secure a care coordinator to support care management needs, and plans to pilot a comprehensive care coordination model. Community Health Improvement Advocacy Workforce Development The Rush 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. Rush contributed $2.1 million in salaries to AM residents through June 2020 for capital projects and has spent $1.5 million with AM companies through June 2020 as part of the Joan and Paul Rubschlager Building Project. Rush has also launched an 18-month Medical Assistant Pathway Program (MAPP) for full-time employees in collaboration with four other health system employers, training providers, and funding partners. Three cohorts of MAPP have been launched as of June 2020. In FY2020, the second cohort was launched with five participants and college readiness pathway was launched as a pre-pathway to MAPP with 15 participants. Also, in FY2020, Rush launched the third and fourth cohorts of its patient care technician pathway program with 19 total participants. This program supports underemployed young adults between the ages of 18 and 26 to become patient care technicians (PCT) in partnership with Skills for Chicagoland's Future.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount Bad debt expense is calculated based on actual write offs during the year and applying historical uncollected percentages to current outstanding balances.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology 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 supporting information. This can create situations in which patients can be mistakenly classified as bad debt that could actually be classified as charity care, but cannot be confirmed.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote During FY2020, RUMC's reported provision for bad debt was a total of $48,407,092 which equates to $17,767,069 at cost based on an overall cost to charge ratio. RUMC provides additional information on the bad debt expense in Footnote #2 on page 11 of the audited financial statements.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The calculation of the ratio of patient cost to charges was calculated utilizing RUMC's FY2020 As-Filed Medicare Cost Report. Medicare revenues and costs were extracted from the FY2020 As-Filed Medicare Cost Report.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance 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.
Schedule H, Part V, Section B, Line 16a FAP website - Rush University Medical Center: Line 16a URL: https://www.rush.edu/patients-visitors/financial-assistance;
Schedule H, Part V, Section B, Line 16b FAP Application website - Rush University Medical Center: Line 16b URL: https://www.Rush.edu/sites/default/files/2020-09/financial-assistance-application.pdf;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website - Rush University Medical Center: Line 16c URL: https://www.rush.edu/sites/default/files/2020-09/financial-assistance-brochure-english-2019e.pdf;
Schedule H, Part VI, Line 2 Needs assessment 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.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance 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 the Medical Center is extremely proactive in enrolling patients, who present for service without insurance coverage, for coverage under various state and federal programs. The maintenance of this service for our patients has a significant impact on decreasing the amount of charity care provided. In addition to achieving appropriate, available coverage for our patients' medical services, this eligibility service also obtains eligibility for SSI or SSA benefits for applicable patients. Guiding the patient through this often time-consuming and arduous process is extremely beneficial to the patient, as once SSI/SSA eligibility is approved, the patient will begin receiving a monthly assistance check which provided a benefit well beyond their health care at Rush. 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.
Schedule H, Part VI, Line 4 Community information 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.
Schedule H, Part VI, Line 5 Promotion of community health Supporting information - CHNA/CHIP Goal 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 extends Rush's thirty-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: 1) to increase high school graduation rates, college matriculation, interest in health care/STEM careers, and 2) 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 health care industry. In FY2020, REACH programs served more than 2,500 students, 500 parents, and more than 350 teachers. 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 continues to provide 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, build awareness of health care careers 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/health care 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 FY2020, over 2,000 students, 304 teachers, and 344 parents participated in REACH elementary programs. Middle school outreach (gr. 6-8th) In FY2020, REACH continued with two 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/health care 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. During FY2020, REACH also launched the first middle school chapter of HOSA (Future Health Professionals Student Association) for the state of Illinois. This HOSA Jr chapter was launched in partnership with Nathaniel Dett Elementary and North Grand High School. Interested middle school students completed enrichment activities, and seven students participated in state-level competitions on health care knowledge and career preparatory activities. High school outreach (gr. 9-12) REACH 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, helps students complete college applications, provides mentoring, and more. In FY2020, REACH provided intensive experiences for 250 high school students. During the summer of 2019, Rush provided paid, work-based learning experiences 250 youth across the RUMC and Rush Oak Park campuses. MedSTEM, our signature high school program, is designed to introduce teens to a wide range of clinical and non-clinical health care careers, develop leadership skills and build academic skills. MedSTEM provides pre-internships (Explorers) for rising sophomores, juniors, and internships (Pathways) for rising juniors and seniors. 88% of Pathways Interns and 100% of Explorers earned one or more industry-recognized credentials: CPR, first aid/basic lifesaving, ECG technician 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. College and Beyond The Center for Community Health Equity Scholars program offers a paid, eight-week summer internship at Rush University Medical Center for four highly motivated college juniors and seniors who have a strong interest in research, health disparities, and community relations. The internship mixes workshops and instruction in research methods with field trips to sites that include Cook County Hospital, the Sue Gin Health Center that Rush operates at the Oakley Square mixed-income residential complex, the DuSable Museum of African American History and Garfield Park. Students who complete the internship gain an understanding of historical structural inequities that have an impact on health outcomes; they also learn how to conduct research that engages with community members and develop a team-based research project centered on education equity. College and Career Pathways supports underrepresented young people beyond high school for immersive work-based learning experiences in targeted career paths. The program includes a mix of paid internships and college and career advising - including information about Rush's Physician Assistant Studies program - as well as professional and technical skills training and help finding jobs with STEM or health care employers. Interns learn skills in several Rush University Medical Center departments, including labor and delivery, the surgical ICU, outpatient psychology, and pathology. In FY2020, 26 students each earned over 250 hours of paid, work-based learning experience through the College and Career Pathways program. 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 health care 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. In FY2020 approximately 149 students attended.
Schedule H, Part VI, Line 6 Affiliated health care system 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.
Schedule H, Part VI, Line 7 State filing of community benefit report IL
Schedule H (Form 990) 2019
Additional Data


Software ID: 19010655
Software Version: 2019v5.0

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
2019
Open to Public
Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number
36-2174823
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Community Empowerment
8 Milburn Park
Evanston,IL60201 		81-2760427 501(c)(3) 20,000       General Support
(2) Heartland Alliance
208 S LaSalle St
Chicago,IL60604 		36-3775696 501(c)(3) 15,000       General Support
(3) City Colleges of Chicago Foundation
226 West Jackson Blvd
Chicago,IL60606 		36-3157624 501(c)(3) 10,000       General Support
(4) National Center for Healthcare Leadership
1700 West Van Buren St
Chicago,IL60612 		36-4483505 501(c)(3) 7,750       General Support
(5) Friends of the National Institute of Nursing Research
201 E Main Street
Suite 1405
Lexington,KY40507 		52-1832014 501(c)(3) 7,000       General Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
5
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
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 1120 15,375,403      
(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
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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) 2019



Additional Data


Software ID: 19010655
Software Version: 2019v5.0


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
2019
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Larry J Goodman MD
 
Former Officer 		(i)

(ii)		 911,779
-------------
0 		961,858
-------------
0 		333,409
-------------
0 		275,444
-------------
0 		8,867
-------------
0 		2,491,357
-------------
0 		333,409
-------------
0
2Omar B Lateef DO
 
CEO RUMC 		(i)

(ii)		 1,118,340
-------------
0 		417,509
-------------
0 		1,092
-------------
0 		239,293
-------------
0 		26,069
-------------
0 		1,802,303
-------------
0 		0
-------------
0
3Marcia Murphy DNP
 
Trustee END 2/19 		(i)

(ii)		 137,329
-------------
0 		0
-------------
0 		40,000
-------------
0 		12,905
-------------
0 		23,483
-------------
0 		213,718
-------------
0 		0
-------------
0
4Frederick M Brown DNP
 
Trustee 		(i)

(ii)		 173,113
-------------
0 		31,369
-------------
0 		175
-------------
0 		19,210
-------------
0 		18,733
-------------
0 		242,600
-------------
0 		0
-------------
0
5Edward J Ward MD
 
Trustee 		(i)

(ii)		 295,522
-------------
0 		29,741
-------------
0 		0
-------------
0 		18,309
-------------
0 		30,519
-------------
0 		374,091
-------------
0 		0
-------------
0
6Peter Butler
 
Former Officer 		(i)

(ii)		 99,000
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		1,000
-------------
0 		100,000
-------------
0 		0
-------------
0
7Richard K Davis
 
Former Officer 		(i)

(ii)		 203,251
-------------
0 		101,811
-------------
0 		593,411
-------------
0 		53,935
-------------
0 		28,064
-------------
0 		980,472
-------------
0 		298,519
-------------
0
8Joshua Jacobs MD
 
Former Officer 		(i)

(ii)		 628,931
-------------
0 		166,567
-------------
0 		80,251
-------------
0 		101,399
-------------
0 		0
-------------
0 		977,147
-------------
0 		76,199
-------------
0
9K Ranga Rama Krishnan MB ChB
 
Former Officer 		(i)

(ii)		 1,254,431
-------------
0 		457,080
-------------
0 		163,259
-------------
0 		266,019
-------------
0 		0
-------------
0 		2,140,788
-------------
0 		157,158
-------------
0
10James Mulshine
 
Former Officer 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		223,973
-------------
0 		0
-------------
0 		18,092
-------------
0 		242,065
-------------
0 		27,857
-------------
0
11Mary Ellen Schopp
 
Former Officer 		(i)

(ii)		 133,272
-------------
0 		0
-------------
0 		1,119,568
-------------
0 		16,237
-------------
0 		12,707
-------------
0 		1,281,784
-------------
0 		512,511
-------------
0
12Nicole Sibol
 
Former Officer 		(i)

(ii)		 149,477
-------------
0 		74,818
-------------
0 		168,667
-------------
0 		34,407
-------------
0 		2,854
-------------
0 		430,224
-------------
0 		34,122
-------------
0
13Lynne M Wallace
 
Former Officer 		(i)

(ii)		 138,300
-------------
0 		57,333
-------------
0 		149,798
-------------
0 		35,810
-------------
0 		27,655
-------------
0 		408,896
-------------
0 		54,563
-------------
0
14Joseph Anderson
 
VP Human Resources Operations END 4/20 		(i)

(ii)		 257,712
-------------
0 		60,833
-------------
0 		564
-------------
0 		52,201
-------------
0 		26,562
-------------
0 		397,872
-------------
0 		0
-------------
0
15David A Ansell MD
 
SVP Community Health Equity 		(i)

(ii)		 547,770
-------------
0 		240,119
-------------
0 		133,138
-------------
0 		134,505
-------------
0 		10,214
-------------
0 		1,065,746
-------------
0 		105,202
-------------
0
16Cynthia Barginere DNP
 
SVP & Chief Operating Officer END 6/20 		(i)

(ii)		 535,998
-------------
0 		268,083
-------------
0 		17,497
-------------
0 		128,756
-------------
0 		8,637
-------------
0 		958,971
-------------
0 		0
-------------
0
17Andrew Bean
 
Vice Provost Research (Acting) 		(i)

(ii)		 268,948
-------------
0 		46,541
-------------
0 		993
-------------
0 		40,715
-------------
0 		18,342
-------------
0 		375,538
-------------
0 		0
-------------
0
18Carl T Bergetz JD
 
SVP Legal Affairs & General Counsel 		(i)

(ii)		 541,631
-------------
0 		191,776
-------------
0 		777
-------------
0 		126,656
-------------
0 		21,628
-------------
0 		882,467
-------------
0 		0
-------------
0
19Cynthia E Boyd MD
 
VP & Chief Compliance Officer 		(i)

(ii)		 344,433
-------------
0 		87,321
-------------
0 		50,807
-------------
0 		68,495
-------------
0 		1,200
-------------
0 		552,256
-------------
0 		40,501
-------------
0
20Peter Briechle PhD
 
VP Philanthropy Programs & Services 		(i)

(ii)		 316,709
-------------
0 		84,885
-------------
0 		992
-------------
0 		60,458
-------------
0 		13,113
-------------
0 		476,157
-------------
0 		0
-------------
0
21Edward W Conway
 
VP Clinical Affairs-Admin & Finance 		(i)

(ii)		 321,193
-------------
0 		85,619
-------------
0 		20,124
-------------
0 		66,813
-------------
0 		28,969
-------------
0 		522,718
-------------
0 		0
-------------
0
22Melissa Coverdale
 
VP Finance 		(i)

(ii)		 334,885
-------------
0 		89,779
-------------
0 		6,318
-------------
0 		65,431
-------------
0 		17,452
-------------
0 		513,865
-------------
0 		0
-------------
0
23Michael Dandorph
 
President,RUMC and RSH END 9/19 		(i)

(ii)		 825,660
-------------
0 		596,869
-------------
0 		1,327,485
-------------
0 		214,535
-------------
0 		25,957
-------------
0 		2,990,505
-------------
0 		871,864
-------------
0
24Thomas Deutsch MD
 
Provost Rush University END 9/19 		(i)

(ii)		 628,842
-------------
0 		297,699
-------------
0 		167,250
-------------
0 		149,772
-------------
0 		23,213
-------------
0 		1,266,776
-------------
0 		123,817
-------------
0
25Bruce M Elegant MPH FACHE
 
VP Hospital Operations 		(i)

(ii)		 420,287
-------------
0 		97,850
-------------
0 		134,153
-------------
0 		77,815
-------------
0 		19,812
-------------
0 		749,917
-------------
0 		130,162
-------------
0
26Brent J Estes
 
SVP Business & Network Development END 9/19 		(i)

(ii)		 392,243
-------------
0 		122,549
-------------
0 		837,987
-------------
0 		22,400
-------------
0 		630
-------------
0 		1,375,809
-------------
0 		812,873
-------------
0
27Marquis Foreman PhD
 
Dean College of Nursing END 12/19 		(i)

(ii)		 319,527
-------------
0 		82,407
-------------
0 		47,023
-------------
0 		58,351
-------------
0 		8,672
-------------
0 		515,979
-------------
0 		33,151
-------------
0
28Sherine E Gabriel MD MSc
 
President Rush University 		(i)

(ii)		 727,687
-------------
0 		120,870
-------------
0 		102,880
-------------
0 		136,348
-------------
0 		15,155
-------------
0 		1,102,940
-------------
0 		0
-------------
0
29Richa Gupta MBBS MHSA
 
SVP & COO RUMG 		(i)

(ii)		 343,008
-------------
0 		82,271
-------------
0 		317
-------------
0 		58,968
-------------
0 		17,686
-------------
0 		502,249
-------------
0 		0
-------------
0
30Darlene Oliver Hightower JD
 
VP Community Health Equity 		(i)

(ii)		 220,605
-------------
0 		60,107
-------------
0 		206
-------------
0 		44,644
-------------
0 		25,719
-------------
0 		351,280
-------------
0 		0
-------------
0
31Bala Hota MD
 
VP & Chief Analytics Officer 		(i)

(ii)		 476,420
-------------
0 		136,911
-------------
0 		637
-------------
0 		78,111
-------------
0 		28,819
-------------
0 		720,898
-------------
0 		0
-------------
0
32Joan Kurtenbach
 
VP Planning/Marketing/Communication END 7/19 		(i)

(ii)		 233,354
-------------
0 		88,990
-------------
0 		545,422
-------------
0 		55,375
-------------
0 		30,505
-------------
0 		953,646
-------------
0 		262,352
-------------
0
33Michael E LaMont
 
VP Facilities Management 		(i)

(ii)		 299,945
-------------
0 		77,534
-------------
0 		48,075
-------------
0 		63,233
-------------
0 		8,672
-------------
0 		497,458
-------------
0 		35,662
-------------
0
34Diane M McKeever
 
SVP Philanthropy & Development/Secretary 		(i)

(ii)		 497,273
-------------
0 		200,913
-------------
0 		122,428
-------------
0 		124,413
-------------
0 		19,950
-------------
0 		964,977
-------------
0 		86,416
-------------
0
35John P Mordach
 
SVP Finance & CFO END 6/20 		(i)

(ii)		 803,842
-------------
0 		357,099
-------------
0 		37,639
-------------
0 		183,165
-------------
0 		28,869
-------------
0 		1,410,615
-------------
0 		0
-------------
0
36Michael Mulroe
 
VP Hospital Operations 		(i)

(ii)		 369,380
-------------
0 		88,963
-------------
0 		10,744
-------------
0 		71,370
-------------
0 		28,851
-------------
0 		569,307
-------------
0 		0
-------------
0
37Patricia Nedved
 
VP Professional Nursing Practice 		(i)

(ii)		 245,002
-------------
0 		61,997
-------------
0 		0
-------------
0 		20,815
-------------
0 		28,021
-------------
0 		355,834
-------------
0 		0
-------------
0
38Patricia S O'Neil MAE
 
SVP, CFO & Treasurer 		(i)

(ii)		 335,887
-------------
0 		99,136
-------------
0 		7,454
-------------
0 		63,126
-------------
0 		11,132
-------------
0 		516,735
-------------
0 		0
-------------
0
39Brian Patty MD
 
VP Clinical Information Systems END 5/20 		(i)

(ii)		 387,992
-------------
0 		102,725
-------------
0 		2,192
-------------
0 		72,580
-------------
0 		33,585
-------------
0 		599,074
-------------
0 		0
-------------
0
40Anthony J Perry MD
 
VP Ambulatory Transformation 		(i)

(ii)		 382,345
-------------
0 		110,299
-------------
0 		974
-------------
0 		74,811
-------------
0 		28,519
-------------
0 		596,947
-------------
0 		0
-------------
0
41Terry Peterson
 
VP Corporate & External Affairs 		(i)

(ii)		 345,781
-------------
0 		89,546
-------------
0 		12,492
-------------
0 		66,053
-------------
0 		1,200
-------------
0 		515,072
-------------
0 		0
-------------
0
42Syed Rab MBBS MPH CHCIO
 
SVP & Chief Information Officer END 6/20 		(i)

(ii)		 672,828
-------------
0 		208,887
-------------
0 		3,121
-------------
0 		155,784
-------------
0 		25,959
-------------
0 		1,066,579
-------------
0 		0
-------------
0
43Angelique Richard PhD RN CENP
 
SVP Hospital Operations CNO 		(i)

(ii)		 517,954
-------------
0 		118,987
-------------
0 		1,180
-------------
0 		94,059
-------------
0 		16,686
-------------
0 		748,865
-------------
0 		0
-------------
0
44Charlotte Royeen PhD
 
VP & Dean College of Health Sciences 		(i)

(ii)		 294,877
-------------
0 		77,208
-------------
0 		33,714
-------------
0 		63,215
-------------
0 		19,183
-------------
0 		488,196
-------------
0 		31,684
-------------
0
45Dino Rumoro
 
Acting Dean Rush Medical College END 6/20 		(i)

(ii)		 591,502
-------------
0 		54,767
-------------
0 		1,692
-------------
0 		25,200
-------------
0 		30,769
-------------
0 		703,930
-------------
0 		0
-------------
0
46Shanon Shumpert
 
VP Instiutional Equity & Title IX Officer 		(i)

(ii)		 226,372
-------------
0 		54,211
-------------
0 		250
-------------
0 		47,541
-------------
0 		10,218
-------------
0 		338,591
-------------
0 		0
-------------
0
47Scott Sonnenschein
 
VP Hospital Operations, President HDM LLC 		(i)

(ii)		 372,246
-------------
0 		107,142
-------------
0 		9,977
-------------
0 		30,042
-------------
0 		34,985
-------------
0 		554,392
-------------
0 		0
-------------
0
48Vanessa Stacks
 
VP Care Coordination & CDI 		(i)

(ii)		 282,136
-------------
0 		64,721
-------------
0 		270
-------------
0 		48,586
-------------
0 		4,057
-------------
0 		399,769
-------------
0 		0
-------------
0
49Jeremy E Strong
 
VP Supply Chain 		(i)

(ii)		 263,100
-------------
0 		65,867
-------------
0 		220
-------------
0 		21,486
-------------
0 		28,819
-------------
0 		379,491
-------------
0 		0
-------------
0
50Katharine Conklin Struck JD
 
VP Integrated Solutions/Optimizatio 		(i)

(ii)		 320,514
-------------
0 		109,524
-------------
0 		281
-------------
0 		57,178
-------------
0 		10,962
-------------
0 		498,459
-------------
0 		0
-------------
0
51Denise N Szalko
 
VP Revenue Cycle 		(i)

(ii)		 400,703
-------------
0 		93,806
-------------
0 		7,956
-------------
0 		72,184
-------------
0 		11,072
-------------
0 		585,721
-------------
0 		0
-------------
0
52Thomas P Wick
 
VP Individual Giving, Philanthropy 		(i)

(ii)		 312,949
-------------
0 		83,301
-------------
0 		1,064
-------------
0 		60,269
-------------
0 		27,840
-------------
0 		485,424
-------------
0 		0
-------------
0
53Tatyana Popkova MSM
 
SVP Strategic Planning/Marketing & CSO START 2/19 		(i)

(ii)		 409,352
-------------
0 		50,000
-------------
0 		207
-------------
0 		66,610
-------------
0 		542
-------------
0 		526,711
-------------
0 		0
-------------
0
54James Wilson
 
VP Financial Planning/Budget/Decision Support START 11/19 		(i)

(ii)		 194,135
-------------
0 		0
-------------
0 		176
-------------
0 		23,412
-------------
0 		13,860
-------------
0 		231,583
-------------
0 		0
-------------
0
55Paola Pescara
 
VP Strategic Outreach START 6/20 		(i)

(ii)		 227,557
-------------
0 		37,654
-------------
0 		0
-------------
0 		31,185
-------------
0 		19,812
-------------
0 		316,207
-------------
0 		0
-------------
0
56Courtney Kammer MHA
 
SVP Human Resources START 6/20 		(i)

(ii)		 246,784
-------------
0 		69,163
-------------
0 		83
-------------
0 		17,155
-------------
0 		32,667
-------------
0 		365,852
-------------
0 		0
-------------
0
57Kelly Sullivan JD
 
Deputy General Counsel & Chief Risk Officer START 11/19 		(i)

(ii)		 269,492
-------------
0 		68,435
-------------
0 		225
-------------
0 		50,288
-------------
0 		8,000
-------------
0 		396,439
-------------
0 		0
-------------
0
58Bryant A Adibe MD
 
VP & Chief Wellness Officer 		(i)

(ii)		 301,145
-------------
0 		58,281
-------------
0 		131
-------------
0 		35,481
-------------
0 		0
-------------
0 		395,038
-------------
0 		0
-------------
0
59Alex D Wiggins
 
VP & Chief Investment Officer START 11/19 		(i)

(ii)		 335,119
-------------
0 		72,988
-------------
0 		414
-------------
0 		62,544
-------------
0 		28,559
-------------
0 		499,625
-------------
0 		0
-------------
0
60Wendy Cox-Largent MBA
 
VP Rush University Medical Group 		(i)

(ii)		 338,773
-------------
0 		62,485
-------------
0 		1,225
-------------
0 		47,307
-------------
0 		24,726
-------------
0 		474,517
-------------
0 		0
-------------
0
61Richard Byrne MD
 
Physician 		(i)

(ii)		 1,174,337
-------------
0 		143,316
-------------
0 		2,808
-------------
0 		25,200
-------------
0 		27,751
-------------
0 		1,373,412
-------------
0 		0
-------------
0
62Michael Liptay MD
 
Physician 		(i)

(ii)		 1,183,511
-------------
0 		202,800
-------------
0 		2,808
-------------
0 		22,400
-------------
0 		38,395
-------------
0 		1,449,914
-------------
0 		0
-------------
0
63Lorenzo Munoz MD
 
Physician 		(i)

(ii)		 1,096,196
-------------
0 		161,858
-------------
0 		0
-------------
0 		22,400
-------------
0 		30,769
-------------
0 		1,311,223
-------------
0 		0
-------------
0
64Vincent Traynelis MD
 
Physician 		(i)

(ii)		 980,285
-------------
0 		88,441
-------------
0 		0
-------------
0 		22,400
-------------
0 		11,013
-------------
0 		1,102,139
-------------
0 		0
-------------
0
65John E O'Toole
 
Physician 		(i)

(ii)		 924,722
-------------
0 		174,294
-------------
0 		0
-------------
0 		19,600
-------------
0 		27,869
-------------
0 		1,146,486
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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
Schedule J, Part III Voluntary Leadership Pay Reductions In an effort to preserve Rush's financial viability amid the unparalleled financial challenges resulting from the significant reduction of non-emergent surgery and the costs of handling the pandemic, Rush took a measured and balanced approach in implementing cost containment initiatives and solutions across the system. In April of 2020, Leadership of the Rush System took voluntary pay reductions ranging from 5 - 25%. In addition, annual salary increases, incentive pay, awards and bonuses were suspended.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments Sherine E Gabriel, MD, MSC was provided a housing benefit that was includable as compensation, subject to a gross-up.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use Sherine E Gabriel, MD, MSC was provided a housing benefit that was includable as compensation, subject to a gross-up.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees 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.
Schedule J, Part I, Line 4a Severance or change-of-control payment The following received severance payments in 2019: Michael Dandorph - $202,080 Richard K Davis - $170,054 Brent J Estes - $17,307 Marquis Foreman - $11,000 Joan Kurtenbach - $134,616 James Mulshine - $201,248 Marcia Murphy - $40,000 Mary Ellen Schopp - $364,106 Nicole Sibol - $134,410 Lynne M Wallace - $92,192
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan 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 in 2019 from this plan were as follows: David A Ansell MD - $105,202 Cynthia E Boyd MD - $40,501 Michael Dandorph - $1,106,840 Richard K Davis - $415,902 Thomas Deutsch MD - $123,817 Bruce M Elegant - $130,162 Brent J Estes - $812,873 Marquis Foreman PhD - $33,151 Larry J Goodman MD - $333,409 Joshua Jacobs MD - $76,199 K. Ranga Rama Krishnan MB, ChB - $157,158 Joan Kurtenbach - $403,398 Michael E LaMont - $35,662 Diane M McKeever - $86,416 James Mulshine - $27,857 Charlotte Royeen PhD - $31,684 Mary Ellen Schopp - $753,605 Nicole Sibol - $34,122 Lynne M Wallace - $57,426 The amounts are included in Schedule J Part II Column (B)(iii).
Schedule J, Part I, Line 7 Non-fixed payments 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) 2019

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number
36-2174823
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A Illinois Finance Authority
  		86-1091967 000000000 06-29-2016 50,000,000 Series 2016 (See Part VI)   X   X   X
B Illinois Finance Authority
  		86-1091967 45203HP71 02-11-2015 457,240,239 Series 2015A (See Part VI)   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired ..................   29,950,000    
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 50,000,000 457,240,239    
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    
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2016 2015
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		X     X        
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........ 		  X X          
16 Has the final allocation of proceeds been made? .......... X   X          
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. 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        
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X          
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
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          
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          
c Are there any research agreements that may result in private business use of bond-financed property? ............. 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          
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.29 % 0.54 %    
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 %    
6 Total of lines 4 and 5 ............. 0.29 % 0.54 %    
7 Does the bond issue meet the private security or payment test? ...   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        
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          
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        
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X     X        
b Exception to rebate? ........   X   X        
c No rebate due? .........   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        
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X        
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
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        
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        
7 Has the organization established written procedures to monitor the requirements of section 148? ... 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          
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, 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-B were issued for RUMC.
Schedule K, Part I, Column (f) Line A Proceeds were used to refund the Series 2008A bonds issued 12/9/2008.
Schedule K, Part I, Column (f) Line B Proceeds refunded the 2009C bonds issued 7/29/2009, the 2009A bonds issued 2/10/2009, and the 2006B bonds issued 5/28/2008.
Schedule K, Part IV, Line 6 Column B This question is being answered without regard to a yield-restricted advanced refunding escrow financed with the proceeds of the bonds.
Schedule K, Part IV, Line 2c COLUMN B Issuer name: Illinois Finance Authority The calculation for computing no rebate due was performed on 02/11/2020
Schedule K (Form 990) 2019

Additional Data


Software ID: 19010655
Software Version: 2019v5.0

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Michael D Brown MD
  		Family Member of Francesca Edwardson, current Trustee 478,875 Wages   No
(2) Candice A Brown
  		Family Member of Peter C.B. Bynoe Esq., current Trustee 54,022 Wages   No
(3) Paula Grabler
  		Family Member of David Ansell, MD, current Officer 534,535 Wages   No
(4) Rebecca D Sarran
  		Family Member of Thomas Deutsch, MD, current Officer 35,055 Wages   No
(5) Marc A Sarran MD
  		Family Member of Thomas Deutsch, MD, current Officer 67,314 Wages   No
(6) Najia Shakoor
  		Family Member of Omar Lateef, current Trustee and Officer 202,130 Wages   No
(7) Colin E Jensen
  		Family Member of Diane M. McKeever, current Officer 86,447 Wages   No
(8) Adrianna Rumoro
  		Family Member of Dino Rumoro, current Officer 118,213 Wages   No
(9) Kim Perry
  		Family Member of Anthony J. Perry, MD, current Officer 31,888 Wages   No
(10) Lydia Royeen
  		Family Member of Charlotte Royeen, PhD, current Officer 81,738 Wages   No
(11) James Wyatt
  		Family Member of Kelly Sullivan, JD, current Officer 177,056 Wages   No
(12) Michael Nevid
  		Family Member of Larry Field, current Trustee 59,033 Wages   No
(13) Donor 4
  		Substantial Contributor 251,932 Services Rendered   No
(14) Donor 30
  		Substantial Contributor 643,258 Services Rendered   No
(15) Donor 35
  		Substantial Contributor 1,590,904 Services Rendered   No
(16) Donor 36
  		Substantial Contributor 237,769 Services Rendered   No
(17) Donor 74
  		Substantial Contributor 5,576,324 Sale of Goods   No
(18) Donor 75
  		Substantial Contributor 14,125,124 Sale of Goods   No
(19) Donor 80
  		Substantial Contributor 3,923,165 Sale of Goods   No
(20) Donor 81
  		Substantial Contributor 339,322 Sale of Goods   No
(21) Donor 86
  		Substantial Contributor 2,038,058 Sale of Goods   No
(22) Donor 93
  		Substantial Contributor 299,923 Sale of Goods   No
(23) Donor 113
  		Substantial Contributor 10,578,846 Sale of Goods   No
(24) Donor 136
  		Substantial Contributor 123,258 Sale of Goods   No
(25) Donor 162
  		Substantial Contributor 509,220 Sale of Goods   No
(26) Donor 194
  		Substantial Contributor 454,891 Sale of Goods   No
(27) Donor 212
  		Substantial Contributor 300,000 Services Rendered   No
(28) Donor 229
  		Substantial Contributor 624,423 Sale of Goods   No
(29) Donor 242
  		Substantial Contributor 192,373 Services Rendered   No
(30) Donor 243
  		Substantial Contributor 2,214,198 Sale of Goods   No
(31) Donor 252
  		Substantial Contributor 729,947 Sale of Goods   No
(32) Donor 276
  		Substantial Contributor 174,159 Services Rendered   No
(33) Donor 420
  		Substantial Contributor 205,590 Services Rendered   No
(34) Donor 425
  		Substantial Contributor 141,560 Sale of Goods   No
(35) Donor 472
  		Substantial Contributor 348,970 Services Rendered   No
(36) Donor 523
  		Substantial Contributor 531,592 Services Rendered   No
(37) Donor 554
  		Substantial Contributor 7,585,709 Sale of Goods   No
(38) Donor 610
  		Substantial Contributor 6,395,438 Services Rendered   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) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 47 3,897,076 Market value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ... X 2 7,320 Market value
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Event Tickets ) X 2 2,210 Market value
26 Other Right pointing arrow large image ( Gift Cards ) X 150 7,500 Market value
27 Other Right pointing arrow large image ( Personal Protective Equipment ) X 1 1,000 Market value
28 Other Right pointing arrow large image ( Miscellaneous ) X 2 1,900 Market value
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't 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) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental 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
Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of separate contributions Food inventory - Number of contributions Other - Event Tickets Number of contributions Other - Gift Cards Number of items received Other - Personal Protective Equipment Number of contributions Other - Miscellaneous Number of contributions
Schedule M (Form 990) (2019)

Additional Data


Software ID: 19010655
Software Version: 2019v5.0
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
2019
Open to Public
Inspection
Name of the organization
Rush University Medical Center
 
Employer identification number

36-2174823
Return Reference Explanation
Form 990, Part III, Line 4d Description of other program services (Expenses $ 67,667,243 including grants of $)(Revenue $ 44,965,808) 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 FY20.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Christine A. Edwards and William A. Downe - Business relationship, Jesse H. Ruiz and John J. Sabl - Business relationship, Peter C. B. Bynoe, Esq., William M. Goodyear and Todd W. Lillibridge - Business relationship, E. Scott Santi, David H. B. Smith Jr., Jay L Henderson and Susan Crown - Business relationship, John L. Howard and E. Scott Santi - Business relationship, Kapila Kapur Anand and Carole W. Streicher - Business relationship, Martin H. Nesbit and Kip Kirklpatrick - Business relationship, John L. Brennen, Karl A. Palasz and E. David Coolidge III - Business relationship, John W. Rogers, Jr. and John F. Sandner - Business relationship, John W. Rogers Jr. and Sheila A. Penrose - Business relationship, Gloria Santona, Esq and Michael J. O'Connor - Business relationship, E. David Coolidge III and Francesca Maher Edwardson - Business relationship, James A. Bell and Thomas E. Richards - Business relationship, Jose Luis Prado and Alejandro Silva - Business relationship, Thomas E. Richards, Sandra P. Guthman, Jay L. Henderson, Susan Crown, Jose Luis Prado and Charles A. Tribbett, III - Business relationship, Peter C. B. Bynoe, Esq. and William K. Hall - Business relationship, John W. Rogers, Jr. and Jonathan W. Thayer - Business relationship, E. Scott Santi and Charles L. Evans, PhD - Business relationship, Martin H. Nesbitt and Sheila A. Penrose - Business relationship, Christine A. Edwards and Matthew F. Bergmann - Business relationship
Form 990, Part VI, Line 3 Delegation of management duties 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, Line 4 Significant changes to organizational documents Rush University Medical Center's bylaws were updated to require that any new officer or executive level position must be appointed by the CEO, with a specific business justification, and approved by the Board of Trustees. All corporate officers must be approved annually by the Board of Trustees. Duties for the CEO have been updated to require that the CEO maintain a corporate organizational chart identifying officers, executives and departments of the corporation. Additionally, the CEO may appoint such number of Associate and Assistant Vice-Presidents as he or she shall from time to time consider reasonable and necessary. The updated bylaws remove the requirement that there be a President in addition to the CEO, and remove the requirement for a Treasurer position. The updated bylaws add in a requirement that there be a Chief Financial Officer of the corporation.
Form 990, Part VI, Line 6 Classes of members or stockholders RSH is the sole corporate member of RUMC and parent entity of the Rush System.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body 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, Line 7b Decisions requiring approval by members or stockholders 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, Line 11b Review of form 990 by governing body 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, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official 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, Line 15b Process to establish compensation of other employees 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, Line 19 Required documents available to the public 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 Edward J Ward, MD; Frederick M Brown, DNP; and Kenneth J Tuman, MD were compensated for their roles as employees not as trustees.
Form 990, Part VIII, Line 2f Other Program Service Revenue Other Program Service - Total Revenue: 44965808, Related or Exempt Function Revenue: 44965808, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Woman's Board Advertising - Total Revenue: 40250, Related or Exempt Function Revenue: , Unrelated Business Revenue: 40250, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Post Retirement Related Changes - -12793787; Non Controlling interest in subsidiary - -2316062; Recognize deferred gain from previous sale leaseback transactions due to change in accounting principle - 29940911; Net Assets Released from Restriction for PP&E - 2020585; Loss on Debt Refunding - -75033; Pension Settlement Costs - -40445201; Transfer to Affiliate for Capital - -29274830;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
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 56,898,451 22,542,546 Rush University Medical Center
 
(2) Vyridian Revenue Management
820 W Jackson Blvd
Chicago,IL60607
36-4208577 		Billing Services IL 165,995 -209,526 Rush University Medical Center
 
(3) Rush Oak Brook LLC
1653 W Congress Parkway
Chicago,IL60612
 No Activity IL 0 0 Rush University Medical Center
 
(4) Rush Oak Brook ASC LLC
1653 W Congress Parkway
Chicago,IL60612
 Property Management - No Activity IL 0 0 Rush University Medical Center
 
(5) Rush 3D LLC
1653 W Congress Parkway
Chicago,IL60612
 Healthcare Technology Development IL 581,000 0 Rush University Medical Center
 
(6) Rush Partners LLC
1653 W Congress Parkway
Chicago,IL60612
 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?
Yes No
(1)COPLEY VENTURES INC
2000 OGDEN AVENUE

AURORA,IL60504
36-3370216 		PROPERTY & HEALTHPLEX OWNER IL 501(c)(3) 3 RUSH COPLEY MEDICAL CENTER INC
 
Yes
 
(2)RUSH COPLEY FOUNDATION
2000 OGDEN AVENUE

AURORA,IL60504
36-3093877 		CONTRIBUTION SOLICITATION IL 501(c)(3) 7 RUSH COPLEY MEDICAL CENTER INC
 
Yes
 
(3)COPLEY MEMORIAL HOSPITAL INC
2000 OGDEN AVENUE

AURORA,IL60504
36-2170840 		HEALTHCARE IL 501(c)(3) 3 RUSH COPLEY MEDICAL CENTER INC
 
Yes
 
(4)Rush Copley Medical Center Inc
2000 OGDEN AVENUE

AURORA,IL60504
36-3193787 		PARENT COMPANY IL 501(c)(3) Type II Rush System for Health
 
Yes
 
(5)RUSH OAK PARK HOSPITAL INC
520 S MAPLE AVENUE

OAK PARK,IL60304
36-2183812 		HEALTHCARE IL 501(c)(3) 3 RUSH UNIVERSITY MEDICAL CENTER INC
 
Yes
 
(6)Rush System for Health
1725 W Harrison Street

CHICAGO,IL60612
36-4046278 		Healthcare IL 501(c)(3) Type III-FI RUSH UNIVERSITY MEDICAL CENTER INC
 
Yes
 
(7)AMENDED & RESTATED GENERAL MALPRACTICE & WORKER'S COMP
1700 WEST VAN BUREN STREET

CHICAGO,IL60612
36-6673233 		HEALTHCARE INSURANCE IL 501(c)(3) Type III-FI RUSH UNIVERSITY MEDICAL CENTER INC
 
Yes
 
(8)AUXILIARY OF RUSH OAK PARK HOSPITAL
520 S MAPLE AVENUE

OAK PARK,IL60304
36-2255350 		HOSPITAL SUPPORT IL 501(c)(3) Type I RUSH OAK PARK HOSPITAL
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No
(1) CIRCLE IMAGING PARTNERS LP

1725 W HARRISON STREET
CHICAGO,IL60612
36-3539382 		OPERATION IMAGING IL Circle Imaging Management Inc
  		Related 236,025 2,075,493   No 0   No 71.43 %
(2) RUSH SURGICENTRE AT THE PROFESSIONAL BUILDING LP

1725 W HARRISON STREET
CHICAGO,IL60612
36-3853026 		SURGERY CENTER IL Rush University Medical Center
  		Related 3,903,623 15,097,518   No 0   No 51.12 %
(3) RUSH COPLEY CARDIOVASCULAR CONSULTANTS LLC

2000 OGDEN AVENUE
AURORA,IL60504
27-3234201 		HEALTHCARE IL NA
  		N/A                
(4) RUSH COPLEY SURGICENTER LLC

2000 OGDEN AVENUE
AURORA,IL60504
38-4012268 		SURGERY CENTER IL NA
  		N/A                
(5) RUSH COPLEY HOSPITALISTS LLC

2000 OGDEN AVENUE
AURORA,IL60504
61-1787188 		HEALTHCARE IL NA
  		N/A                
(6) RUSH COPLEY ORTHOPEDICS LLC

2000 OGDEN AVENUE
AURORA,IL60504
61-1801175 		HEALTHCARE IL NA
  		N/A                
(7) RUSH OAK BROOK ORTHOPEDIC CENTER LLC

2011 YORK ROAD
OAK BROOK,IL60523
35-2539357 		HEALTHCARE IL Rush University Medical Center
  		Related 859,491 31,238,702   No 0   No 65 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) ROOM FIVE HUNDRED

1725 HARRISON STREET
CHICAGO,IL60612
23-7139832 		DINING ROOM IL Rush University Medical Center
  		C Corporation 2,712,934 41,294 100 % Yes  
(2) RUSH UNIVERSITY MEDICAL CENTER INSURANCE CO LTD

PO BOX 1051
  GRAND CAYMAN  
CJ
INSURANCE CJ Rush University Medical Center
  		C Corporation 103,233 11,705,142 100 % Yes  
(3) RUSH COPLEY MEDICAL GROUP NFP (COPLEY SERVICES)

2000 OGDEN AVENUE
AURORA,IL60504
36-3235315 		HEALTHCARE IL NA
  		C Corporation       Yes  
(4) PERPETUAL TRUSTS (14)

 
 
TRUSTS IL Rush University Medical Center
  		Trust       Yes  
(5) PERPETUAL TRUSTS (5)

 
 
TRUSTS RI Rush University Medical Center
  		Trust       Yes  
(6) PERPETUAL TRUST(2)

 
 
TRUST MI Rush University Medical Center
  		Trust       Yes  
(7) PERPETUAL TRUST

 
 
TRUST CA Rush University Medical Center
  		Trust       Yes  
(8) PERPETUAL TRUST

 
 
TRUST MN Rush University Medical Center
  		Trust       Yes  
(9) PERPETUAL TRUST

 
 
TRUST MO Rush University Medical Center
  		Trust       Yes  
(10) PERPETUAL TRUST

 
 
TRUST TX Rush University Medical Center
  		Trust       Yes  
(11) CHARITABLE REMAINDER TRUST (2)

 
 
TRUST CA Rush University Medical Center
  		Trust       Yes  
(12) CHARITABLE REMAINDER TRUST

 
 
TRUST IL Rush University Medical Center
  		Trust       Yes  
(13) CHARITABLE REMAINDER TRUST

 
 
TRUST PA Rush University Medical Center
  		Trust       Yes  
(14) CHARITABLE GIFT ANNUITY(2)

 
 
GIFT ANNUITY WI Rush University Medical Center
  		Trust       Yes  
(15) CHARITABLE GIFT ANNUITY (5)

 
 
GIFT ANNUITY MA Rush University Medical Center
  		Trust       Yes  
(16) CHARITABLE GIFT ANNUITY (9)

 
 
GIFT ANNUITY IL Rush University Medical Center
  		Trust       Yes  
(17) CHARITABLE GIFT ANNUITY (2)

 
 
GIFT ANNUITY NV Rush University Medical Center
  		Trust       Yes  
(18) RUSH UNIVERSITY MEDICAL CENTER MASTER RETIREMENT TRUST

1700 W VAN BUREN STREET
CHICAGO,IL60612
91-2043520 		PENSION TRUST IL Rush University Medical Center
  		Trust 38,403,828 1,353,761,709 100 % Yes  
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Rush System for Health

 M 3,543,118 Cost
(2) Rush System for Health

 Q 5,133,169 Cost
(3) Rush Oak Park Hospital

 R 29,274,830 Cash
(4) Copley Memorial Hospital

 Q 10,667,588 Cost
(5) Rush University Medical Center Insurance Company Ltd

 P 2,650,050 FMV
(6) Rush Master Retirement Trust

 Q 7,470,001 FMV
(7) Rush Surgicenter

 O 200,928 Cost
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019

Additional Data


Software ID: 19010655
Software Version: 2019v5.0