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)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2022 , and ending 06-30-2023
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 $ 3,503,757,148
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 93
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 92
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 14,940
6 Total number of volunteers (estimate if necessary) ............. 6 1,131
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,147,390
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 414,237
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 133,924,201 92,524,024
9 Program service revenue (Part VIII, line 2g) ......... 2,137,987,442 2,263,128,192
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 97,386,039 42,250,781
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 222,283,466 267,043,109
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,591,581,148 2,664,946,106
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 16,733,077 17,853,410
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) 1,263,211,130 1,361,417,600
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 67,627 465,860
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet14,986,148    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,108,534,670 1,211,426,066
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,388,546,504 2,591,162,936
19 Revenue less expenses. Subtract line 18 from line 12....... 203,034,644 73,783,170
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,341,724,683 4,544,022,146
21 Total liabilities (Part X, line 26)............. 1,985,773,789 1,951,006,762
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,355,950,894 2,593,015,384
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
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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 (2021)
Form 990 (2021)
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 $ 1,995,076,441 including grants of $ 17,853,410 ) (Revenue $ 2,170,982,844 )
Health Care: RUSH University Medical Center (RUMC) is an academic medical center that brings together excellence in clinical care and research to address major health problems. The hospital operations of RUSH University Medical Center are licensed by the State of Illinois to operate 727 beds and includes the Johnston R. Bowman Health Center, which provides medical and rehabilitative care to older adults and people with short- and long-term disabilities, and RUSH University Children's Hospital. According to COMPdata, RUMC is the fourth largest hospital provider in the eight county Chicago metropolitan area as measured by market share. It also includes a faculty practice plan, RUSH University Medical Group, which employed more than 700 physicians and 300 advanced practice providers in more than 111 specialties and subspecialties, singularly focused on transforming health care and providing exceptional patient care. In FY2023, RUSH provided patient care to 28,459 inpatients for a total of 177,279 patient days, 12,007 observation cases, 60,047 emergency department visits and 782,282 provider visits. In U.S. News & World Report's 2022-2023 Best Hospitals rankings, RUSH University Medical Center ranked 20th out more than 4,500 hospitals evaluated, qualifying for the Honor Roll. RUSH ranked among the top 50 hospitals in ten specialties, with six in the top twenty nationally and four are the highest-ranked programs in Illinois. The Medical Center is ranked in orthopedics (5th in the country, tops in Illinois), neurology and neurosurgery (4th, tops in Illinois), gynecology (13th, tops in Illinois), geriatrics (14th), cancer (31st), cardiology (25th), ear, nose and throat (34th, tops in Illinois), gastroenterology and gastrointestinal surgery (40th), urology (14th) and pulmonary and lung surgery (20th). In addition, the Medical Center received a high-performing ranking in one other specialty, diabetes and endocrinology, as well as in 15 common adult conditions and procedures. SEE SCHEDULE H FOR A NON-EXHAUSTIVE LIST OF COMMUNITY BENEFIT PROGRAMS AND DESCRIPTIONS.
4b (Code:   ) (Expenses $ 240,330,220 including grants of $   ) (Revenue $ 197,007,373 )
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 1,500 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 FY2023 topped $100 million.
4c (Code:   ) (Expenses $ 105,144,140 including grants of $   ) (Revenue $ 95,355,613 )
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 2,870 students in FY2023. 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 well-being of our diverse communities.
(Code:   ) (Expenses $ 77,620,598 including grants of $   ) (Revenue $ 58,267,913 )
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 FY2023.
4d Other program services (Describe in Schedule O.)
(Expenses $ 77,620,598 including grants of $   ) (Revenue $ 58,267,913 )
4e Total program service expensesMediumBullet2,418,171,399
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 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
List of Attached Documents:
// Content
......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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. ....Click to see attachment
List of Attached Documents:
// Content
17
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
19
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 the 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
List of Attached Documents:
// Content
28a
Yes
 
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 on 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
1,019
b
Enter the number of Forms W-2G included on 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 (2021)
Form 990 (2021)
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
14,940
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 the 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
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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
93
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
92
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
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
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 on 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 on 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 on 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 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
MediumBulletPatricia S O'Neil1700 West Van Buren Street Ste 265   Chicago,IL60612 (312) 942-5647
Form 990 (2021)
Form 990 (2021)
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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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 the 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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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 (END 6/23)
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
 
President & CEO
41.0
.................
1.0
X   X       2,962,268 0 420,771
(4) Peter C B Bynoe Esq
 
Trustee/Vice Chair (END 6/23)
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
 
Chair/Trustee
2.0
.................
1.0
X   X       0 0 0
(7) William M Goodyear
 
Trustee/Vice Chair (END 6/23)
1.0
.................
1.0
X   X       0 0 0
(8) Adela M Cepeda
 
Trustee (END 6/23)
1.0
.................
0
X           0 0 0
(9) Alejandro Silva
 
Trustee (END 6/23)
1.0
.................
0
X           0 0 0
(10) Alison Li Chung
 
Trustee (END 6/23)
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) Aurie A Pennick
 
Trustee (END 6/23)
1.0
.................
0
X           0 0 0
(14) Barbara Jil Wu PhD
 
Trustee
1.0
.................
0
X           0 0 0
(15) Bradley J Henderson
 
Trustee
1.0
.................
0
X           0 0 0
(16) Brian T McCormack
 
Trustee
1.0
.................
0
X           0 0 0
(17) Carl W Stern
 
Trustee
1.0
.................
0
X           0 0 0
Form 990 (2021)
Form 990 (2021)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) Carole Browe Segal
 
Trustee
1.0
.......................0
X           0 0 0
(19) Caroline Grace
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(20) Catherine A Dimou MD
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(21) Charles A Tribbett III
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(22) Charles L Evans PhD
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(23) Charles R Matthews
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(24) Christie Hefner
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(25) Christopher N Merrill
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(26) Cindy Clark Mancillas
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(27) Cindy Nicolaides
 
Trustee (END 9/22)
1.0
.......................0
X           0 0 0
(28) Darrel H Hackett
 
Trustee
1.0
.......................0
X           0 0 0
(29) David C Habiger
 
Trustee
1.0
.......................0
X           0 0 0
(30) David H B Smith Jr
 
Trustee
1.0
.......................0
X           0 0 0
(31) E David Coolidge III
 
Trustee (END 6/23)
1.0
.......................1.0
X           0 0 0
(32) E Scott Santi
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(33) Edward J Ward MD
 
Trustee (END 6/23)
41.0
.......................0
X           366,498 0 65,047
(34) Eric A Reeves
 
Trustee
1.0
.......................0
X           0 0 0
(35) Francesca Maher Edwardson
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(36) Francis O Idehen Jr
 
Trustee
1.0
.......................0
X           0 0 0
(37) Frank J Techar
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(38) Frederick M Brown Jr DNP
 
Trustee (END 9/22)
41.0
.......................0
X           156,128 0 37,234
(39) Gary E McCullough
 
Trustee (END 6/23)
1.0
.......................2.0
X           0 0 0
(40) Gloria Santona Esq
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(41) H John Gilbertson
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(42) James M Farrell
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(43) Jay L Henderson
 
Trustee (END 6/23)
1.0
.......................1.0
X           0 0 0
(44) Jennifer W Steans
 
Trustee
1.0
.......................0
X           0 0 0
(45) Joan E Steel
 
Trustee
1.0
.......................0
X           0 0 0
(46) Joan S Rubschlager
 
Trustee
1.0
.......................0
X           0 0 0
(47) John J Sabl
 
Trustee
1.0
.......................0
X           0 0 0
(48) John L Brennan
 
Trustee (END 10/22)
1.0
.......................0
X           0 0 0
(49) John L Howard
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(50) John W Higgins
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(51) Jose' Luis Prado
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(52) Juan R Luciano
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(53) Justin Ishbia
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(54) Kapila Kapur Anand CPA
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(55) Karen B Case
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(56) Karen C Reid
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(57) Karen Jaffee Cofsky
 
Trustee
1.0
.......................0
X           0 0 0
(58) Kelly McNamara Corley
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(59) Kenneth H M Leet
 
Trustee
1.0
.......................0
X           0 0 0
(60) Kip Kirkpatrick
 
Trustee
1.0
.......................0
X           0 0 0
(61) Larry Field
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(62) Marsha A Cruzan
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(63) Martin H Nesbitt
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(64) Matthew F Bergmann
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(65) Matthew J Boler
 
Trustee
1.0
.......................0
X           0 0 0
(66) Melissa Browning DNP
 
Trustee (END 6/23)
41.0
.......................0
X           175,651 0 24,636
(67) Michael J O'Connor
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(68) Pallavi Verma
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(69) Pamela Forbes Lieberman
 
Trustee
1.0
.......................0
X           0 0 0
(70) Paul E Martin
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(71) Paul W Theiss
 
Trustee
1.0
.......................0
X           0 0 0
(72) Peter M Ellis
 
Trustee
1.0
.......................0
X           0 0 0
(73) R Jeffrey Snell MD
 
Trustee (END 6/23)
41.0
.......................0
X           505,137 0 51,394
(74) Robert A Wislow
 
Trustee
1.0
.......................1.0
X           0 0 0
(75) Robert F Finke
 
Trustee
1.0
.......................0
X           0 0 0
(76) Roger S McEniry
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(77) Ron Huberman
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(78) Russell P Smyth
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(79) Sam Yagan
 
Trustee
1.0
.......................0
X           0 0 0
(80) Sandra P Guthman
 
Trustee
1.0
.......................1.0
X           0 0 0
(81) Sheila A Penrose
 
Trustee
1.0
.......................0
X           0 0 0
(82) Sheldon Lavin
 
Trustee (END 5/23)
1.0
.......................0
X           0 0 0
(83) Shundrawn A Thomas
 
Trustee
1.0
.......................0
X           0 0 0
(84) Stephen R Quazzo
 
Trustee
1.0
.......................0
X           0 0 0
(85) Susan R Lichtenstein
 
Trustee (END 9/22)
1.0
.......................0
X           0 0 0
(86) Thomas E Lanctot
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(87) Thomas J Wilson
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(88) Thomas O Starr DNP
 
Trustee (START 9/22) (END 6/23)
1.0
.......................0
X           0 0 0
(89) Todd W Lillibridge
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(90) Tonise C Paul
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(91) Vijaya B Reddy MD
 
Trustee (End 6/23)
41.0
.......................0
X           234,425 0 30,933
(92) Wayne L Moore
 
Trustee
1.0
.......................0
X           0 0 0
(93) Wendy Herb
 
Trustee (START 9/22)
1.0
.......................0
X           0 0 0
(94) William A Downe CM
 
Trustee (END 6/23)
1.0
.......................1.0
X           0 0 0
(95) William A Mynatt Jr
 
Trustee
1.0
.......................0
X           0 0 0
(96) William H Osborne
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(97) William J Friend
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(98) William J Hagenah
 
Trustee
1.0
.......................0
X           0 0 0
(99) William T Huffman Jr
 
Trustee (END 6/23)
1.0
.......................0
X           0 0 0
(100) Alex D Wiggins
 
VP, Chief Investment Officer & Treasurer
40.0
.......................0
    X       650,745 0 129,125
(101) Andrew Bean PhD
 
Vice Provost, Research (Acting)
40.0
.......................0
    X       466,994 0 89,111
(102) Aney Abraham DNP RN NE-BC
 
VP Patient Care Services
40.0
.......................0
    X       344,537 0 75,580
(103) Angelique Richard PhD RN CENP
 
SVP Hospital Operations, CNO
40.0
.......................0
    X       843,735 0 158,909
(104) BRIAN D STEIN MD MS
 
Chief Quality Officer
28.0
.......................12.0
    X       662,476 0 115,463
(105) Carl T Bergetz JD
 
SVP, Legal Affairs, General Counsel & Secretary
40.0
.......................1.0
    X       841,623 0 162,484
(106) Charlotte Royeen PhD
 
VP & Dean College of Health Sciences
40.0
.......................0
    X       437,973 0 87,652
(107) Chris Gade
 
VP Marketing & Engagement
40.0
.......................0
    X       430,276 0 60,980
(108) Christine Kennedy PhD RN
 
VP & Dean College of Nursing
40.0
.......................0
    X       510,266 0 88,642
(109) Courtney L Kammer MHA
 
SVP Human Resources
40.0
.......................1.0
    X       633,597 0 153,512
(110) Cynthia Brincat MD PhD
 
Interim Dean, Rush Medical College
40.0
.......................0
    X       1,132,993 0 50,522
(111) Cynthia E Boyd MD
 
VP & Chief Compliance Officer
40.0
.......................0
    X       525,099 0 74,782
(112) Dale Grandlic
 
VP Facilities Management
40.0
.......................0
    X       347,334 0 71,266
(113) David A Ansell MD
 
SVP Community Health Equity
40.0
.......................1.0
    X       891,492 0 154,523
(114) Denise N Szalko
 
VP Revenue Cycle
40.0
.......................0
    X       602,593 0 103,031
(115) Deval Daily
 
VP & Chief Admin Officer, Neuro-Cardiac SL
40.0
.......................0
    X       407,956 0 101,148
(116) Diane M McKeever
 
SVP Philanthropy & Development/Secretary (END 1/23)
40.0
.......................1.0
    X       386,467 0 2,316
(117) Dino P Rumoro DO MPH FACEP
 
President & CEO ROPH
1.0
.......................40.0
    X       283,240 542,496 183,492
(118) Douglas O'Brien
 
VP Public Policy
40.0
.......................0
    X       415,355 0 41,743
(119) Hiten Patel PhD
 
VP Chief Product Officer (END 11/22)
40.0
.......................0
    X       386,446 0 95,680
(120) James Wilson
 
VP Financial Operations (END 7/22)
40.0
.......................0
    X       236,782 0 34,342
(121) Janet Stifter PhD RN CPHQ
 
VP Hospital Operations - Periop & Interv
40.0
.......................0
    X       432,318 0 73,815
(122) Jeff Gautney
 
VP & CIO
40.0
.......................0
    X       649,984 0 116,548
(123) Jeremy E Strong
 
VP Supply Chain
40.0
.......................0
    X       362,060 0 93,033
(124) Jon Derek Croteau EdD
 
VP Talent Acquisition & Recruitment Strategy (START 8/22 END 9/22)
40.0
.......................0
    X       35,335 0 1,060
(125) Kathryn H Jones
 
VP Strategic Planning, Marketing & Communications
40.0
.......................0
    X       392,181 0 76,236
(126) Kelly M Sullivan Wyatt JD
 
Deputy General Counsel
40.0
.......................0
    X       406,665 0 86,637
(127) Kerem Korkmaz MSN RN CENP
 
VP Patient Care Services
40.0
.......................0
    X       331,608 0 51,005
(128) Larry J Goodman MD
 
Interim President RUSH University (START 7/22)
40.0
.......................0
    X       414,432 0 9,185
(129) Mitchell Evans
 
VP Internal Audit (START 9/22)
40.0
.......................0
    X       127,359 0 21,143
(130) Murray T Ancell
 
SVP & Chief Development Officer (START 9/22)
40.0
.......................0
    X       151,847 0 25,523
(131) Paola Pescara
 
Former Officer
0.0
.......................0
    X       172,923 0 31,064
(132) Patricia S O'Neil MAE
 
SVP & System CFO
40.0
.......................2.0
    X       1,073,537 0 196,621
(133) Paul Casey MD MBA FACEP
 
SVP & CMO RUMC
40.0
.......................1.0
    X       870,943 0 185,240
(134) Peter Briechle PhD
 
VP Programs & Services, Philanthropy
40.0
.......................0
    X       514,277 0 90,207
(135) Philip Quick
 
VP RUMG Access Center
40.0
.......................0
    X       282,463 0 73,777
(136) Quincy M Stanley
 
VP Support Services
40.0
.......................0
    X       368,909 0 83,746
(137) Richa Gupta MBBS MHSA
 
SVP & COO, RUMG
40.0
.......................0
    X       622,091 0 136,182
(138) Rukiya Curvey Johnson
 
VP Community Health Equity (START 8/22)
40.0
.......................0
    X       211,904 0 22,004
(139) Shannon Driscoll
 
VP RUMG Practice Operations
40.0
.......................0
    X       281,878 0 42,052
(140) Shonda Morrow JD MS RN
 
VP Patient Care Services
40.0
.......................0
    X       394,905 0 68,389
(141) Susan L Freeman MD MS
 
SVP & Provost, Rush University (END 8/22)
40.0
.......................0
    X       940,642 0 126,846
(142) Thomas P Wick
 
VP Individual Giving, Philanthropy
40.0
.......................0
    X       437,946 0 107,797
(143) Wayne E Keathley MPH
 
EVP & COO (END 6/23)
40.0
.......................0
    X       1,300,765 0 210,134
(144) Deana Shenaq MD
 
Physician
40.0
.......................0
        X   1,124,596 0 27,568
(145) Jochen Reiser MD PhD
 
Chairperson Dept of Internal Medicine
40.0
.......................0
        X   1,161,999 0 38,632
(146) Keith Hood MD
 
Physician
40.0
.......................0
        X   1,452,000 0 42,820
(147) Michael Liptay MD
 
Chairperson Cardiovascular/Thoracic Surgery
40.0
.......................0
        X   1,438,078 0 63,954
(148) Richard Byrne MD
 
Physician
40.0
.......................0
        X   1,583,336 0 58,262
(149) Christopher L Coogan MD
 
Former Trustee
0.0
.......................0
          X 663,502 0 54,850
(150) Edward W Conway
 
Former Officer
0.0
.......................0
          X 142,854 0 9,042
(151) Joshua Jacobs MD
 
Former Officer
0.0
.......................0
          X 614,463 0 46,743
(152) K Ranga Rama Krishnan MB ChB
 
Former Officer
0.0
.......................0.0
          X 2,966,547 0 318,325
(153) Sherine E Gabriel MD MSc
 
Former Officer
0.0
.......................0
          X 1,449,592 0 162,661
(154) Thomas Deutsch MD
 
Former Officer
0.0
.......................0
          X 458,816 0 50,324
(155) Wendy Cox-Largent MBA
 
Former Officer
0.0
.......................0
          X 194,496 0 11,282
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 39,865,339 542,496 5,477,023
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 MediumBullet2,674
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
PowerUjamaa 4 LLC

8750 W Bryn Mawr Ave
Chicago,IL60631
Construction 94,504,683
Allegiance Benefit Plan Management

2806 S Garfield St
Missoula,MT59801
Claims Management 80,491,209
JONES LANG LASALLE AMERICAS

200 East Randolph Drive
Floor 43-48
Chicago,IL60601
MANAGEMENT SERVICES 43,036,775
R1 RCM Inc

29586 Network Place
Chicago,IL606731295
Revenue Cycle Management 18,471,709
Trimedx

5451 Lakeview Pkwy S Drive
Indianapolis,IN46268
Clinical Engineering Management 17,123,905
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet248
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 585,535
d Related organizations1d  
e Government grants (contributions)1e 15,884,885
f All other contributions, gifts, grants, and similar amounts not included above1f 76,053,604
g Noncash contributions included in lines 1a - 1f:$ 1g 7,616,295
h Total. Add lines 1a-1f.......MediumBullet 92,524,024
 Program Service RevenueAmt Business Code
2a Patient Services 622110 1,520,757,086 1,520,175,059 582,027  
b Physician Practices 621111 274,240,675 274,240,675    
c Research 541715 197,007,373 197,007,373    
d Tuition 611310 95,355,613 95,355,613    
e Medicaid Tax Revenue 622110 120,397,567 120,397,567    
f All other program service revenue. 55,369,878 55,369,878 0 0
g Total. Add lines 2a–2f .....MediumBullet 2,263,128,192
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 35,942,289     35,942,289
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   11,541,714 6a
b Less: rental expenses   4,401,852 6b
c Rental income or (loss) 0 7,139,862 6c
d Net rental income or (loss).......MediumBullet 7,139,862   206,210 6,933,652
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 168,707 740,316,066 7a
b Less: cost or other basis and sales expenses 134,682 734,041,599 7b
c Gain or (loss) 34,025 6,274,467 7c
d Net gain or (loss).........MediumBullet 6,308,492   1,008,964 5,299,528
8a Gross income from fundraising events (not including $ 585,535of contributions reported on line 1c). See Part IV, line 18 ....
8a 1,034,885
b Less: direct expenses ... 8b 610,670
c Net income or (loss) from fundraising events..MediumBullet 424,215   424,215
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 68,885
b Less: direct expenses ... 9b 7,620
c Net income or (loss) from gaming activities..MediumBullet 61,265     61,265
10a Gross sales of inventory, less
returns and allowances ..
10a 355,784,162
b Less: cost of goods sold .. 10b 99,614,619
c Net income or (loss) from sales of inventory..MediumBullet 256,169,543 256,169,543    
Business Code Miscellaneous Revenue
11a Vyridian 541900 75,017   75,017  
b Parking 812930 44,000   44,000  
c Laboratories 621500 231,172   231,172  
d All other revenue .... 2,898,035 2,898,035 0 0
e Total. Add lines 11a–11d ...... MediumBullet 3,248,224
12 Total revenue. See instructions.....MediumBullet 2,664,946,106 2,521,613,743 2,147,390 48,660,949
Form 990 (2021)
Form 990 (2021)
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 .... 707,045 707,045
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 17,146,365 17,146,365
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 ........... 32,963,605   31,691,775 1,271,830
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 7,078,674   7,078,674  
7 Other salaries and wages........ 1,099,394,878 1,054,243,971 36,978,723 8,172,184
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 47,573,691 45,645,377 1,571,358 356,956
9 Other employee benefits ....... 100,722,057 83,053,426 15,544,898 2,123,733
10 Payroll taxes ........... 73,684,695 68,444,132 4,632,862 607,701
11 Fees for services (non-employees):        
a Management ...... 78,383,550 59,505,419 18,466,299 411,832
b Legal ......... 5,412,858 1,005,661 4,407,197  
c Accounting ........... 1,364,538   1,364,538  
d Lobbying ........... 570,267 570,267    
e Professional fundraising services. See Part IV, line 17 465,860 465,860
f Investment management fees ...... 3,109,025   3,109,025  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 130,531,581 124,072,719 6,421,903 36,959
12 Advertising and promotion .... 4,325,814 4,133,506 192,245 63
13 Office expenses ....... 12,462,349 10,811,447 1,341,427 309,475
14 Information technology ...... 60,157,698 52,760,730 7,340,023 56,945
15 Royalties .. 63,447 2,693 60,754  
16 Occupancy ........... 34,922,900 31,178,603 3,728,837 15,460
17 Travel ............ 5,423,976 4,909,055 459,929 54,992
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 4,261,743 3,961,044 153,361 147,338
20 Interest ........... 23,285,509 21,438,103 1,847,406  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 114,246,111 109,733,398 4,512,713  
23 Insurance ... 65,408,826 59,141,857 6,266,969  
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 551,726,940 550,352,916 1,245,265 128,759
b Medicaid Provider Tax 51,637,316 51,637,316    
c Equipment Rental and Expense 46,809,945 45,216,669 903,306 689,970
d Taxes 8,277,352 8,277,352    
e All other expenses 9,044,321 10,222,328 -1,314,098 136,091
25 Total functional expenses. Add lines 1 through 24e 2,591,162,936 2,418,171,399 158,005,389 14,986,148
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 (2021)
Form 990 (2021)
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 ........ 72,724 1 90,747
2 Savings and temporary cash investments ......... 424,413,707 2 357,369,951
3 Pledges and grants receivable, net ...... 41,401,133 3 45,572,999
4 Accounts receivable, net ............. 391,411,887 4 469,825,747
5 Loans and other receivables from 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 ............ 44,352,922 8 48,004,191
9 Prepaid expenses and deferred charges ...... 41,881,760 9 29,144,797
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,341,522,487
b Less: accumulated depreciation 10b 1,700,520,961 1,481,777,988 10c 1,641,001,526
11 Investments—publicly traded securities . 801,581,830 11 879,637,438
12 Investments—other securities. See Part IV, line 11 ..... 1,030,837,262 12 1,028,325,042
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 83,993,470 15 45,049,708
16 Total assets. Add lines 1 through 15 (must equal line 33)... 4,341,724,683 16 4,544,022,146
Liabilities 17 Accounts payable and accrued expenses ..... 497,455,360 17 491,718,209
18 Grants payable ...   18  
19 Deferred revenue ......... 6,293,553 19 7,519,201
20 Tax-exempt bond liabilities ......... 785,256,267 20 771,898,972
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 .. 625,003,870 23 601,808,239
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 71,764,739 25 78,062,141
26 Total liabilities. Add lines 17 through 25.. 1,985,773,789 26 1,951,006,762
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 .......... 1,392,947,835 27 1,554,489,843
28 Net assets with donor restrictions ........... 963,003,059 28 1,038,525,541
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 ........... 2,355,950,894 32 2,593,015,384
33 Total liabilities and net assets/fund balances ........ 4,341,724,683 33 4,544,022,146
Form 990 (2021)
Form 990 (2021)
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
2,664,946,106
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,591,162,936
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
73,783,170
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
2,355,950,894
5
Net unrealized gains (losses) on investments ...............
5
98,800,997
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
64,480,323
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
2,593,015,384
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 on
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 (2021)
Form 990 (2021)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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
2022
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) 2022

Schedule A (Form 990) 2022
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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 5 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
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2022

Schedule A (Form 990) 2022
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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 on 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
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
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 on 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 on 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) 2022

Schedule A (Form 990) 2022
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2022

Schedule A (Form 990) 2022
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 0.015 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 0.035 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) 2022

Schedule A (Form 990) 2022
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2022
(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, 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 2022. 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 2023. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
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) 2022


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Schedule B
(Form 990)
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
2022
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) (2022)
Schedule B (Form 990) (2022) 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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE C
(Form 990)

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
2021
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.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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) 2018 (b) 2019 (c) 2020 (d) 2021 (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) 2021


Schedule C (Form 990) 2021
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
 
455,198
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
115,069
j
Total. Add lines 1c through 1i ....................................................................................................
570,267
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 Illinois Health & Hospital Association, American Hospital Association, Association of American Medical Colleges, and 340B Health. These organizations, as part of their missions, advocate in the General Assembly and Congress on legal and policy issues that affect healthcare including quality, affordability, patient access and accreditation. A portion of the annual membership dues paid to these organizations is attributable to these lobbying activities.
Schedule C (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0

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
2021
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) 2021

Schedule D (Form 990) 2021
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 .... 773,779,044 827,541,342 616,333,138 641,949,379 627,321,096
b Contributions ... 3,355,506 16,768,707 10,942,228 12,566,265 8,504,428
c Net investment earnings, gains, and losses 74,688,152 -45,680,678 222,254,047 -16,815,377 26,649,312
d Grants or scholarships ... 6,572,554 5,477,128 4,245,836 3,291,346 3,139,853
e Other expenditures for facilities
and programs ...
25,224,803 19,083,012 17,554,870 17,847,679 17,026,192
f Administrative expenses .... 315,068 290,187 187,365 228,104 359,412
g End of year balance ...... 819,710,277 773,779,044 827,541,342 616,333,138 641,949,379
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 Bullet52 %
c
Term endowment SchDMd Bullet47 %
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 .....   55,214,268 55,214,268
b Buildings ....   2,110,680,876 954,124,641 1,156,556,235
c Leasehold improvements   789,141,532 604,693,517 184,448,015
d Equipment ....   93,015,212 62,988,063 30,027,149
e Other .....   293,470,599 78,714,740 214,755,859
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,641,001,526
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
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......... 1,028,325,042 F
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 1,028,325,042
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 78,062,141
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) 2021

Schedule D (Form 990) 2021
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 (41%), research (14%), free care (8%), student financial aid (15%), education and fellowships (11%) and other programs (11%).
Schedule D (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0




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
2022
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 Investments   100,962,476
Central America and the Caribbean 0 0 Investments - Partnerships   31,830,796
Europe (Including Iceland and Greenland) 0 0 Investments - Partnerships   44,709,212
Central America and the Caribbean 0 0 Program Services Self Insurance 4,831,579
North America (Canada & Mexico only) 0 0 Program Services Charitable Health Care 2,012,363
Europe (Including Iceland and Greenland) 0 0 Program Services Charitable Health Care 354,355
East Asia and the Pacific 0 0 Program Services Charitable Health Care 306,940
South America 0 0 Program Services Charitable Health Care 2,647,561
Middle East and North Africa 0 0 Program Services Charitable Health Care 3,712
South Asia 0 0 Program Services Charitable Health Care 109,992
Sub-Saharan Africa 0 0 Program Services Charitable Health Care 202,305
Central America and the Caribbean 0 0 Program Services Healthcare related travel 23,150
Europe (Including Iceland and Greenland) 0 0 Program Services Healthcare related travel 101,264
South America 0 0 Program Services Healthcare related travel 7,426
East Asia and the Pacific 0 0 Program Services Healthcare related travel 4,172
Middle East and North Africa 0 0 Program Services Healthcare related travel 11,671
North America (Canada & Mexico only) 0 0 Program Services Healthcare related travel 41,716
South Asia 0 0 Program Services Healthcare related travel 2,792
Sub-Saharan Africa 0 0 Program Services Healthcare related travel 9,006
3a Sub-total .... 0 0 188,118,974
b Total from continuation sheets to Part I ... 0 0 53,514
c Totals (add lines 3a and 3b) 0 0 188,172,488
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
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) 2022
Schedule F (Form 990) 2022Page 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) 2022
Schedule F (Form 990) 2022
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) 2022
Schedule F (Form 990) 2022
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 Procedures for monitoring use of grant funds RUSH University Medical Center 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, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0



SCHEDULE G (Form 990)
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
2022
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
 
Ruffalo Noel Levitz LLC
1025 Kirkwood Pkwy SW
 
Cedar Rapids, IA52404
Program strategy, consulting services & fundraising application   No 2,505,542 261,670 2,243,872
 
Cygnus Applied Research Inc
205 N Michigan Ave Suite 810
 
Chicago, IL60601
Supporter Survey & Strategic Planning Services   No   92,000 -92,000
 
Grenzebach Glier & Associates Inc
200 S Michigan Ave Suite 2100
 
Chicago, IL60604
Strategic counsel and thought partnership   No   23,223 -23,223
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 2,505,542 376,893 2,128,649
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.
AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
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

Woman's Board Spring Luncheon
(event type)
(c) Other events

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

1

Gross receipts . . . . .

556,433

423,717

640,270

1,620,420

2

Less: Contributions . . . .

232,185

186,990

166,360

585,535
3 Gross income (line 1 minus
line 2) . . . . . .

324,248

236,727

473,910

1,034,885



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .     6,721 6,721
6 Rent/facility costs . . . . 1,065 25,035 36,236 62,336
7 Food and beverages . . . 19,180 63,303 33,832 116,315
8 Entertainment . . . . 11,748     11,748
9 Other direct expenses . . . 238,609 97,452 77,489 413,550
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 610,670
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow 424,215
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 . . . . .

 

 

68,885

68,885
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

5,000

5,000

3

Noncash prizes . . . .

 

 

2,620

2,620

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
100 %


7

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

 

8

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

 

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) 2022
Schedule G (Form 990) 2022
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
Alison Fetzer CPA
Address right arrow
ORBA 455 N Cityfront Plaza Dr   Chicago, IL606115314
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
Melanie Leftakes
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$ 68,885
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 IV Payments Exclusively for Expenses In FY2023 RUSH University Medical Center paid $44,026 to Marketing Communication Resource, Inc. and $88,967 to Pentera Inc. for printing and mailing services.
Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses RUFFALO NOEL LEVITZ, LLC-ANY FEES AND POSTAGE CHARGES ARE BILLED SEPARATELY ON THE INVOICE. TOTAL POSTAGE CHARGES PAID TO RUFFALO, NOEL AND LEVITZ, LLC IN FY23 WERE $15,669 AND ARE NOT INCLUDED IN THE COLUMN (V) AMOUNT.;CYGNUS APPLIED RESEARCH, INC.-PAYMENTS WERE FOR FEES.;GRENZEBACH GLIER & ASSOCIATES, INC.-PAYMENTS WERE FOR FEES.;
Schedule G, Part III, Line 17 Distributions required under state law STATE=ILLINOIS,MANDATORY DISTRIBUTION AMOUNT=68885;
Schedule G (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
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 20a.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2022
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) . . .
    23,128,754   23,128,754 0.89 %
b Medicaid (from Worksheet 3, column a) . . . . .     536,804,597 395,472,861 141,331,736 5.45 %
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 0 559,933,351 395,472,861 164,460,490 6.35 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).   47,725 29,408,846 16,360,032 13,048,814 0.50 %
f Health professions education (from Worksheet 5) . . .     194,303,868 124,995,127 69,308,741 2.67 %
g Subsidized health services (from Worksheet 6) . . . .     404,595,434 271,332,051 133,263,383 5.14 %
h Research (from Worksheet 7) .     222,630,473 183,709,685 38,920,788 1.50 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     707,045   707,045 0.03 %
j Total. Other Benefits . . 0 47,725 851,645,666 596,396,895 255,248,771 9.85 %
k Total. Add lines 7d and 7j . 0 47,725 1,411,579,017 991,869,756 419,709,261 16.20 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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         0 0 %
3 Community support   4,537 3,003,316   3,003,316 0.12 %
4 Environmental improvements     1,341,028   1,341,028 0.05 %
5 Leadership development and
training for community members
        0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy   160 4,160   4,160 0 %
8 Workforce development   456 1,988,647   1,988,647 0.08 %
9 Other         0 0 %
10 Total 0 5,153 6,337,151 0 6,337,151 0.24 %
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
34,443,655
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
12,843,146
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
283,413,873
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
305,664,703
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-22,250,830
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 51.09 %   48.91 %
2Rush Oak Brook Surgery Center LLC
 
Healthcare 25 %   75 %
3Rush Radiosurgery LLC
 
Healthcare 49 %   51 %
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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 and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research 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) 2022
Schedule H (Form 990) 2022
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 21
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 21
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/CHNA-CHIP-2022
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) 2022
Schedule H (Form 990) 2022
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/FINANCIAL-ASSISTANCE-APPLICATION
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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) 2022
Schedule H (Form 990) 2022
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) 2022
Schedule H (Form 990) 2022
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. To make real progress RUSH'S OFFICE OF COMMUNITY ENGAGEMENT, UNDER ITS SENIOR VICE PRESIDENT FOR COMMUNITY HEALTH EQUITY, LED THE EFFORT FOR THE 2022 RUSH COLLABORATIVE CHNA. We coordinated our work with that of other health systems, community residents, nonprofit organizations, government agencies and faith communities. We've partnered with the City of Chicago on Healthy Chicago 2025, the city's five-year community health improvement plan that focuses on racial and health equity to close the life expectancy gap. We're an active member of the Alliance for Health Equity, one of the largest collaborative hospital-community partnerships in the country. And our work is aligned with Healthy People 2030, the US Department of Health and Human Services' data-driven objectives to improve health and well-being nationwide over the next decade. Together, we focus on measurable ways to increase health equity, dismantle systemic racism and close the death gap. AS WE DEVELOPED OUR RECOMMENDED ACTIONS FOR 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 2022 WITH THE LEADERSHIP OF THE ALLIANCE FOR HEALTH EQUITY, SIMILAR TO ITS CHNA IN 2019. THIS PARTNER GROUP INITIATED 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 2022 WHEN THE CHNA WAS CONDUCTED): ASCENSION (5 hospitals) ADVENT HEALTH (La Grange Hospital) ADVOCATE HEALTH (6 hospitals) ALLIANCE FOR HEALTH EQUITY ANN AND ROBERT LURIE CHILDREN'S HOSPITAL OF CHICAGO CHICAGO DEPARTMENT OF PUBLIC HEALTH COOK COUNTY DEPARTMENT OF PUBLIC HEALTH (part of COOK COUNTY HEALTH) INSIGHT CHICAGO JACKSON PARK HOSPITAL LORETTO HOSPITAL LOYOLA MEDICINE, part of TRINITY HEALTH (includes Loyola, MacNeal, Gottlieb) NORTHWESTERN MEDICINE (includes NMH and Palos) ROSELAND COMMUNITY HOSPITAL RUSH UNIVERSITY SYSTEM FOR HEALTH SINAI HEALTH SYSTEM (includes Mount Sinai, Holly Cross, Schwab) SOUTH SHORE HOSPITAL SWEDISH HOSPITAL (part of Endeavor Health) 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 been actively promoting its Community Health Needs Assessment (CHNA) since its introduction, including the versions from 2019 and now 2022. These CHNA and Community Health Implementation Plan (CHIP) documents are accessible on our website. In line with our increasing dedication to community involvement, we've also developed an enhanced website focused on community health equity and engagement. We've presented the CHNA at various meetings with community-based organizations across the West Side of Chicago and partners in the nearby suburbs, treating it as a valuable resource for our communities. Additionally, we've shared the CHNA, CHIP, and Community Benefits Report with our ambulatory sites within the Rush network to broaden access. Rush has also discussed the CHNA at numerous internal and external meetings, showcasing it as a key example of our commitment to bridging academic research with community impact. A notable event is our 'On the Table' gathering, where we invite community leaders and Rush advocates to review health equity data. Here, we discuss our nineteen strategies and fifty-two initiatives, along with target goals and metrics, for the upcoming three years.
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - RUSH University Medical Center. The Community Health Implementation Plan (CHIP) by Rush was adopted in June 2022, concurrently with the Community Health Needs Assessment (CHNA). This consistent strategy was pivotal for the CHNA/CHIP, building on the positive reception it garnered in 2019. We identified specific needs and simultaneously devised approaches to address them, coordinating closely with our team to establish metrics for achieving these goals. The identified community health needs were pinpointed in collaboration with the Alliance for Health Equity. Enhancements were made with focused guidance to align with local projects, as Rush is committed to partnering with organizations like the Alliance, West Side United, and Senator Durbin's HEAL Initiative to effectively advance health improvements. Although our CHNA/CHIP were formally adopted in June 2022, they align with the final year of our 2020-2022 CHNA/CHIP, with significant overlap as we intensify our efforts towards our new objectives, which include fifty-two initiatives. The identified needs for 2022 remained consistent. This section highlights only a selection of information. For comprehensive details, please refer to the published documents and supportive programs available on our website at https://www.rush.edu/about-us/rush-community. Goal 1: Prevent and/or manage chronic conditions and risk factors A. Reduce risk factors by conducting assessments, implementing disease management programs, and enhancing access to nutritious food options. RUSH created the Food Surplus Project to alleviate food insecurity in the community by redistributing unused food from hospitals to local food pantries and other community-based partners. This collaborative community effort arose from a RUSH Oak Park Hospital nurse's graduate work at Dominican University. Representatives from several local organizations, including RUSH Oak Park Hospital, the Oak Park-River Forest Day School, Oak Park-River Forest High School, and the Oak Park-River Forest Food Pantry, worked together to create the infrastructure of the program and implement strategies to reduce food insecurity. The Surplus Project continues at RUSH University Medical Center and RUSH Oak Park Hospital. Through a partnership with Franciscan Outreach, Beyond Hunger, and the West Cook YMCA, RUSH has provided more than 15,000 pounds of free meals annually. Many members of RUSH's "first community" of employees live on Chicago's West Side between the Medical Center and RUSH Oak Park Hospital - a swath that includes several neighborhoods without full-service grocery stores that sell healthy food. RUSH continues to commit to the community by collaborating with Top Box Foods and 40 Acres to provide local produce to employees monthly at a discounted rate. RUSH connected approximately 5,345 community residents with healthy meals. B. RUSH Department of Social Work and Community Health (SWACH) Social Work and Community Health (SWaCH) dismantles barriers to health and wellness by providing innovative programs to support patients and community members, and by advancing policies and practices that expand access to whole-person care. SWaCH programs fall within the three categories of Direct Care, Systems Change and Workforce Development, and Research and Policy: Direct Care activities include the Rush Generations program, Care Management services (including a Complex Care group), and a robust Mental Health Clinic. Rush Generations provides evidence-based workshops, lectures and group, health screenings, and wellness classes Care management services are integral to various health equity and quality improvement initiatives at Rush and in the community Complex care initiatives include Caring for Caregivers program, Rush@Home in-home primary care, and the Center to Transform Health and Housing SWaCH's Mental Health Clinic provides outpatient mental health care as a free-standing psychotherapy clinic as well as integrated partnerships with Rush specialty care providers. In FY23, 11,714 therapy sessions to referred patients were provided in RUSH's outpatient community psychotherapy clinic. * It also staffs Rush's Center for Clinical Wellness and runs the Legacy Mental Health Fellowship to bring mental health clinicians of color into the community. In addition, 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. Systems Change and Workforce Development activities focus on health equity and quality improvement initiatives, Rush- and nation-wide leadership in aging, and a focus on education and training of the social care workforce (social workers, community health workers, and others) and students entering the health workforce broadly. Health equity and quality improvement initiatives include advancing the system-wide rollout and integration of social determinants of health screening and referrals, Age-Friendly Health Systems initiatives, virtual care clinics, and focused efforts to improve birth equity. SWaCH drives efforts within Rush and nationally to improve the quality of care and quality of life for older adults and their families via Rush's Center for Excellence in Aging. Education and training initiatives support the development of the social care workforce and interprofessional students; initiatives include the Social Work in Health Care Training Program, care management training, Rush Social Work Grand Rounds, and Rush's community health mentors' initiative. SWaCH Research and Policy work brings together research and evaluation activities with policy advocacy, as well as local and national coalition building - including a program of research and policy initiatives via the Center for Health and Social Care Integration. Goal 2: Increase access to mental and behavioral health services A. RUSH is working to address the mental and behavioral health needs of our patients and communities by offering social work services to our primary care, inpatient, and emergency department patients. In addition, the College of Nursing and RUSH Community-Based Practices team offer mental health services in the community at Simpson Academy for Young Women and College of Nursing Faculty Practice sites. RUSH also offers mental and behavioral health services through the Health Legacy Program for Women. This program focuses on behavioral change and addresses psychosocial issues through referrals for direct services offered through Social Work and Community Health. As part of their preventive health services, RUSH SBHCs conduct age-appropriate risk screening and evaluation for mental health issues. Students identified with mental health issues are referred for in-SBHC or community-based counseling and psychiatric services. In FY23, 1,545 risk screenings were completed and 228 patients received in-SBHC mental health services. Throughout FY23, SBHC staff remained connected to school administrations, students, and families by engaging in 68 meetings with school staff and 36 with school partners. Seventy-six outreach events were conducted either virtually or in person for students or the larger school community. In FY23, 5,219 students received group education that focused on healthy relationships, COVID-19, nutrition, mental health, transition of care, sexual health and wellness through school outreach activities. Finally, 442 parents, teachers and staff members participated in educational sessions on the same topics and/or received information on SBHC services and supports. In community listening sessions, West Side residents told us that their neighborhoods lack sufficient mental health resources - a major contributor to health disparities. In response, RUSH launched Mental Health First Aid training, which trains people to recognize signs and symptoms of mental illness, respond appropriately when someone needs help, support fellow community members, and help remove the stigma that persists around mental health services. Twenty-five community MHFA trainings facilitated. Trained 353 RUSH and community members in mental Health First Aid. B: Through a partnership with the RUSH Department of Psychiatry, psychiatric services are provided both in the SBHCs and by telehealth. During FY23, there were 1,527 students who received SBHC-provided psychiatric care.
Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - RUSH University Medical Center. Goal 3: Reduce inequities caused by the social, economic, and structural determinants of health. Through enrichment, engagement, skills training, and high-quality work-based learning, RUSH is preparing underrepresented youth for success in STEM and healthcare fields. The RUSH Education and Career Hub (REACH) is a cradle-to-career pipeline program with a mission of increasing diversity in science, technology, engineering, and math (STEM) and health care professions. Its goals are to increase high school graduation rates, college matriculation, and interest in health care/STEM careers, and to build skills students need for the 21st-century workforce, including communication, collaboration, critical thinking, creativity, and leadership. RUSH's dedication to promoting a healthy community has fostered a strong commitment to supporting the growth and development of our neighborhoods, including school communities. In FY2023, REACH served approximately 12,400 students, educators, and community members across its pipeline programs for learners from preschool to post-college. REACH also provided more than 409 high school and college students with more than 20,000 paid, work-based learning hours. RUSH uses 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 or insurance. This tool is used in the RUSH University Medical Center emergency department, primary care settings, and community-based settings. Patients screened for these Social Drivers of Health (SDOH) are connected to services via a partnership with Unite Us (formally known as NowPow), a locally based resource directory company that provides curated, personalized resources that are shared with patients. In FY2023, 64,953 SDOH screenings were completed system-wide, including 2,445 in the emergency department and 41 in the community. 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 Transitional Care Program (TCP) at RUSH University Medical Center plays a vital role for patients in the emergency department or inpatient units who require assistance in arranging follow-up appointments after discharge. In this program, patient care navigators facilitate connections to suitable post-discharge care. TCP has greatly benefited from RUSH's numerous community collaborations, notably its formal alliance with CommunityHealth, Chicago's largest free clinic. Here, RUSH attending physicians, medical residents, and students generously contribute their expertise and time through volunteer rotations. CommunityHealth provides a comprehensive range of services including routine physicals, immunizations, a full laboratory and pharmacy, complimentary medications, and dental care. In FY2023, 418 patients were referred to CommunityHealth through this partnership. Additionally, this collaboration extends to RUSH's involvement with Franciscan Outreach, where RUSH students conduct screenings for primary care and insurance needs among shelter residents and refer them to TCP as necessary. Goal 5: Improve maternal and child health outcomes Best Babies Zone - Where communities thrive and babies are healthy, was launched in 2019 through participation in organized programs of support and technical assistance provided by CityMatCH is a place-based, multi-sector, community-driven approach to reducing racial inequities in birth outcomes by mobilizing community residents and organizational partners to address the social, structural, and economic determinants of health and promote health equity. The vision of this program is to improve neighborhood birth outcomes and create equitable opportunities for families to thrive by leveraging community expertise and engagement and forging multi-sector partnerships to disrupt the social and economic determinants of health caused and perpetuated by systemic racism.
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 FULFILL THIS REQUIREMENT BY RECEIVING INCOME INFORMATION FROM A 3RD PARTY SERVICE 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, Part V, Section B, Line 20 Facility , 1 Facility , 1 - Rush University Medical Center. RUSH CONDUCTS ALL OF THE EFFORTS DESCRIBED IN LINES 20 A-D PRIOR TO INITIATING ANY EXTRAORDINARY COLLECTION ACTIVITIES DESCRIBED IN LINE 19. RUSH REPORTS UNPAID BALANCES TO CREDIT AGENCIES, WHICH GENERALLY OCCURS NO SOONER THAN 450 DAYS AFTER THE DATE ON WHICH THE SERVICE WAS PROVIDED. RUSH ALSO WILL POTENTIALLY DEFER NOT MEDICALLY NECESSARY CARE FOR PATIENTS IN A BAD DEBT COLLECTION STATUS FOR A PRIOR BALANCE. HOWEVER, IF THE PATIENT APPLIES FOR FINANCIAL ASSISTANCE, MAKES A PAYMENT, OR SETS UP A PAYMENT PLAN, THEY WILL NOT HAVE CARE DEFERRED.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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?71
Name and address Type of Facility (describe)
1 RUSH Professional Office Building
1725 W HARRISON
CHICAGO,IL60612
Patient Care - Outpatient
2 RUSH Cancer Center
1520 W Harrison St
CHICAGO,IL60607
Patient Care - Outpatient
3 RUSH Oak Brook
2011 YORK RD
OAK BROOK,IL60523
Patient Care - Outpatient
4 RUSH South Loop
1411 S Michigan Ave
CHICAGO,IL60605
Patient Care - Outpatient
5 RUSH Kellogg Building
1620 W HARRISON ST
CHICAGO,IL60612
Patient Care - Outpatient
6 Rush University Medical Group Jackson
1645 W JACKSON BLVD
CHICAGO,IL60612
Patient Care - Outpatient
7 Rush University Medical Group Copley Clinic
2040 ODGEN AVE
AURORA,IL60504
Patient Care - Outpatient
8 Rush University Medical Group Munster
9200 CALUMET AVE
MUNSTER,IN46321
Patient Care - Outpatient
9 RUSH River North
539 N Dearborn St
CHICAGO,IL60654
Patient Care - Outpatient
10 Rush University Medical Group Harrison
2150 W HARRISON ST
CHICAGO,IL60612
Patient Care - Outpatient
11 Rush University Medical Group OAB Orthopedic Building
1611 W HARRISON ST
CHICAGO,IL60612
Patient Care - Outpatient
12 RUSH Lincoln Park
2835 N SHEFFIELD AVE
CHICAGO,IL60657
Patient Care - Outpatient
13 Rush University Medical Group - TOB
1700 W VAN BUREN
CHICAGO,IL60612
Patient Care - Outpatient
14 Rush University Medical Group Gold Coast
1030 N CLARK
CHICAGO,IL60610
Patient Care - Outpatient
15 Rush University Medical Group JRB
710 S PAULINA ST
CHICAGO,IL60612
Patient Care - Outpatient
16 Rush University Medical Group Lakeview
1300 W BELMONT AVE
CHICAGO,IL60657
Patient Care - Outpatient
17 Armour Academic Center
600 S PAULINA ST
CHICAGO,IL60612
Patient Care - Outpatient
18 Rush University Medical Group Copley POB
2020 OGDEN AVENUE
AURORA,IL60504
Patient Care - Outpatient
19 Rush University Medical Group Hoffman Estates
1800 MCDONOUGH ROAD
HOFFMAN ESTATES,IL60192
Patient Care - Outpatient
20 Rush University Medical Group Lisle
430 WARRENVILLE RD
LISLE,IL60532
Patient Care - Outpatient
21 RUSH West Loop
839 W MADISON
CHICAGO,IL60607
Patient Care - Outpatient
22 Rush University Medical Group Atrium
500 S PAULINA ST
CHICAGO,IL60612
Patient Care - Outpatient
23 Rush University Medical Group Oak Lawn
4400 W 95TH ST
OAK LAWN,IL60453
Patient Care - Outpatient
24 Rush University Medical Group Oak Lawn
5851 W 95TH STREET
OAK LAWN,IL60453
Patient Care - Outpatient
25 Rush University Medical Center Munster
701 SUPERIOR AVENUE
MUNSTER,IN46321
Patient Care - Outpatient
26 Rush University Medical Group Archer
6187 S ARCHER AVE
CHICAGO,IL60638
Patient Care - Outpatient
27 Rush University Medical Group Circle Medical
1426 W Washington Blvd
CHICAGO,IL60607
Patient Care - Outpatient
28 Rush University Medical Group Michigan
2600 S MICHIGAN AVE
CHICAGO,IL60616
Patient Care - Outpatient
29 Rush University Medical Group Misericordia
6300 NORTH RIDGE AVE
CHICAGO,IL60660
Patient Care - Outpatient
30 Rush University Medical Group Skokie
4711 W GOLF RD
SKOKIE,IL60076
Patient Care - Outpatient
31 School Based Clinic Paulina
1321 S PAULINA ST
CHICAGO,IL60612
Patient Care - Outpatient
32 Internal Medicine
100 E WALTON
CHICAGO,IL60611
Patient Care - Outpatient
33 RUMG Catholic Charities Clinic
3019 W HARRISON ST
CHICAGO,IL60612
Patient Care - Outpatient
34 Rush CON Faculty Practice A Safe Haven
2750 ROOSEVELT ROAD
CHICAGO,IL60608
Patient Care - Outpatient
35 Rush CON Faculty Practice Ohare
4330 N TRANSWORLD ROAD
SCHILLER PARK,IL60176
Patient Care - Outpatient
36 RUSH CON Faculty Practice St Leonards
2100 W WARREN BLVD
CHICAGO,IL60612
Patient Care - Outpatient
37 Rush CON Faculty Practice Van Buren
2334 W VAN BUREN
CHICAGO,IL60612
Patient Care - Outpatient
38 Rush University Medical Group
60 E DELAWARE
CHICAGO,IL60611
Patient Care - Outpatient
39 Rush University Medical Group Berwyn
3501 S HARLEM AVE
BERWYN,IL60402
Patient Care - Outpatient
40 Rush University Medical Group Bourbonnais
1615 N COVENT
BOURBONNAIS,IL60914
Patient Care - Outpatient
41 Rush University Medical Group Bourbonnais
200 RIVERSIDE DR
BOURBONNAIS,IL60914
Patient Care - Outpatient
42 Rush University Medical Group Buffalo Grove
210 MCHENRY BLVD
BUFFALO GROVE,IL60089
Patient Care - Outpatient
43 Rush University Medical Group Cermak
230 W CERMAK RD
CHICAGO,IL60616
Patient Care - Outpatient
44 Rush University Medical Group Chesterton
650 DICKERSON
CHESTERTON,IN46304
Patient Care - Outpatient
45 Rush University Medical Group Copley Ogden
2088 OGDEN AVE
AURORA,IL60504
Patient Care - Outpatient
46 Rush University Medical Group Downers Grove
3825 HIGHLAND AVE
DOWNERS GROVE,IL60515
Patient Care - Outpatient
47 Rush University Medical Group Dyer
15900 W 101ST AVE
DYER,IN46311
Patient Care - Outpatient
48 Rush University Medical Group Elmhurst
1200 S York St
Elmhurst,IL60126
Patient Care - Outpatient
49 Rush University Medical Group Glenview
2501 COMPAS ROAD
GLENVIEW,IL60026
Patient Care - Outpatient
50 Rush University Medical Group Heartland
4822 NORTH BROADWAY AVE
CHICAGO,IL60640
Patient Care - Outpatient
51 Rush University Medical Group Hinsdale
121 N ELM STREET
Hinsdale,IL60521
Patient Care - Outpatient
52 Rush University Medical Group Hoffman Estates
4885 HOFFMAN BLVD
HOFFMAN ESTATES,IL60192
Patient Care - Outpatient
53 Rush University Medical Group Imaging
1750 W HARRISON ST
CHICAGO,IL60612
Patient Care - Outpatient
54 Rush University Medical Group Libertyville
1880 W WINCHESTER ROAD
LIBERTYVILLE,IL60048
Patient Care - Outpatient
55 Rush University Medical Group Mt Prospect
625 SLAWIN CT
MOUNT PROSPECT,IL60056
Patient Care - Outpatient
56 Rush University Medical Group Munster
1730 45TH AVE
MUNSTER,IN46321
Patient Care - Outpatient
57 Rush University Medical Group Northbrook
40 SKOKIE BOULEVARD
NORTHBROOK,IL60062
Patient Care - Outpatient
58 Rush University Medical Group Northbrook
900 SKOKIE BOULEVARD
NORTHBROOK,IL60062
Patient Care - Outpatient
59 Rush University Medical Group Oak Lawn
10448 S PULASKI
OAK LAWN,IL60453
Patient Care - Outpatient
60 Rush University Medical Group Orland Park
16011 S 108TH AVE
ORLAND PARK,IL60467
Patient Care - Outpatient
61 Rush University Medical Group Palos Heights
12927 S MONITOR AVE
PALOS HEIGHTS,IL60463
Patient Care - Outpatient
62 Rush University Medical Group Skokie
9669 KENTON AVE
SKOKIE,IL60077
Patient Care - Outpatient
63 Rush University Medical Group Willow Springs
9050 W 81ST ST
JUSTICE,IL60458
Patient Care - Outpatient
64 School Based Clinic ORR
730 N PULASKI
CHICAGO,IL60624
Patient Care - Outpatient
65 School Based Clinic Jackson
2245 W JACKSON BLVD
CHICAGO,IL60612
Patient Care - Outpatient
66 School Based Clinic King Drive
3000 S KING DR
CHICAGO,IL60616
Patient Care - Outpatient
67 School Based Clinic Pershing
244 E PERSHING RD
CHICAGO,IL60653
Patient Care - Outpatient
68 Rush University Medical Group Grayslake
1170 E BELVIDERE ROAD
GRAYSLAKE,IL60030
Patient Care - Outpatient
69 Road Home Broadview
1917 W ROOSEVELT RD
BROADVIEW,IL60155
Patient Care - Outpatient
70 Road Home Effingham
1200 N FOURTH STREET
EFFINGHAM,IL62401
Patient Care - Outpatient
71 Road Home Paulina
325 S PAULINA
CHICAGO,IL60612
Patient Care - Outpatient
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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 I, Line 3c Other factors include Rush's Presumptive Charity Care Program RUSH UTILIZES INCOME DATA OBTAINED FROM A THIRD-PARTY SERVICE TO VERIFY INCOME BASED ELIGIBILITY CRITERIA TO QUALIFY FOR PRESUMPTIVE CHARITY CARE. 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 HOMELESS, DECEASED WITH NO ESTATE, OR MENTALLY INCAPACITATED WITH NO ONE TO ACT ON THE PATIENT'S BEHALF; OR THE PATIENT IS ENROLLED IN, OR ELIGIBLE FOR, A PROGRAM FOR LOW INCOME INDIVIDUALS MANAGED BY THE STATE OF ILLINOIS, INCLUDING BUT NOT LIMITED TO WOMEN, INFANTS, AND CHILDREN NUTRITION PROGRAM (WIC), SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM; ILLINOIS FREE LUNCH AND BREAKFAST PROGRAM, LOW INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP), AND SIMILAR PROGRAMS. ELIGIBILITY FOR PRESUMPTIVE CHARITY CARE IS ALSO DEPENDENT ON INSURANCE STATUS AND CATCHMENT AREA RESIDENCY. PATIENTS NOT ELIGIBLE FOR PRESUMPTIVE CHARITY CARE ARE ELIGIBLE FOR AN UNINSURED DISCOUNT. THE DISCOUNT IS EITHER 80% OR 50% DEPENDING ON INCOME AND CATCHMENT AREA RESIDENCY. FURTHERMORE, PATIENTS NOT QUALIFYING FOR PRESUMPTIVE CHARITY CARE MAY ALSO COMPLETE AN APPLICATION TO DETERMINE ELIGIBILITY FOR RUSH'S CHARITY CARE PROGRAMS IDENTIFIED IN THE FINANCIAL ASSISTANCE POLICY. THESE PROGRAMS ARE INCOME-BASED BUT MAY ALSO UTILIZE AN ASSET TEST TO DETERMINE ELIGIBILITY.PATIENTS MEETING THE ASSET TEST WITH INCOME LESS THAN 400% OF FPG MAY QUALIFY FOR 100% DISCOUNT TO THEIR BILL. THIS DISCOUNT MAY BE APPLIED AFTER PRIMARY INSURANCE PAYMENT TO COVER DEDUCTIBLES AND COINSURANCE. LASTLY, THE CATASTROPHIC BALANCE PROGRAM WILL REDUCE PATIENT BILLS TO A MAXIMUM OF 20% OF THE HOUSEHOLD INCOME ON AN EPISODIC BASIS, PER TWELVE MONTH PERIOD. IN SUMMARY, RUSH UNIVERSITY MEDICAL CENTER USES INSURANCE STATUS, UNDERINSURANCE STATUS, TYPE OF SERVICE, AND/OR RESIDENCY AS FACTORS IN DETERMINING ELIGIBILITY FOR FREE AND DISCOUNTED CARE.
Schedule H, Part I, Line 6a The Community Benefits 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 RUSH Oak Park Hospital (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: Increase access to mental and behavioral health services. RUSH School-Based Health Centers (SBHCs) RUSH has a 30-year history of providing health care at SBHCs. RUSH currently has three SBHCs located in Chicago Public Schools: Orr Academy High School, Richard T. Crane Medical Preparatory High School, and Simpson Academy for Young Women. Crane and Orr have students in grades 9 through 12, and Simpson serves girls in grades 6 to 12 who are pregnant, parenting, or both. All three schools have student bodies from underserved populations and are in neighborhoods with high rates of poverty and economic hardship. Adolescent Family Center (AFC) In FY23, AFC provided clinic services to 452 youth in 1,612 healthcare encounters. During the fiscal year, 146 unintended adolescent pregnancies were prevented through patient-centered, adolescent-focused family planning services. Additionally, AFC completed 721 Sexually Transmitted Infection tests and had a 100% treatment rate, which promotes the preconception health of the young people AFC serves. AFC also saw a 33% increase in birth control utilization in the past fiscal year. The AFC had 71 pre and postnatal care patients in FY23. All pregnant and post-partum patients received mental health screening for depression and connection to resources like Women, Infants, and Children (WIC). AFC obstetric patients also experienced improved birth outcomes in FY23 such as preterm births. The AFC's preterm birth rate is 5% compared to RUSH's West Side communities which have preterm birth rates anywhere from 12-16%. As part of the AFC's community education program, staff members regularly travel 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. In FY23 4,815 youth received group sexual health education. The AFC also offers free prenatal education to pregnant teens and their partners. AFFIRM: The RUSH Center for Gender, Sexuality, and Reproductive Health, established in January 2020, is actively engaged in bridging healthcare gaps for the LGBTQ+ community. This initiative addresses the challenges of longstanding internalized stigma, trauma, and socioeconomic disparities that often lead to health inequalities. The Affirm team is dedicated to guiding providers across the RUSH system in delivering inclusive and affirming care and services to all individuals. In FY2023, 1,185 LGBTQ+ patients worked with Affirm patient navigators who helped them connect with inclusive care and services at RUSH and in the community. Affirm also provided 78 hours of cultural competency training to 1,595 RUSH employees. 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" suffered by 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 through Friday from 8 a.m. to 5 p.m. In FY2023, the Road Home Program provided clinical services to 1,149 unique veterans with 85% of veterans completing a 2-week intensive outpatient program. College of Nursing Faculty Practice Program The RUSH College of Nursing (CON) has a 40-year history of providing healthcare services to historically underserved individuals, families, and communities at a variety of diverse community practice sites through the CON Faculty Practice Program. Most recipients of care are uninsured or underinsured and rely on the CON Faculty Practice sites as their main sources of health care. In addition to direct clinical care provided by RUSH CON faculty clinicians, the CON Faculty Practice facilitates RUSH University interdisciplinary student volunteer programs for students to develop and deliver health education programs in alignment with the clinical care provided. Nearly 100,000 clinical care and community service hours are provided to historically underserved communities per year through the CON Faculty Practice Program.
Schedule H, Part VI, Line 5 Promotion of community health (continuation 2) Goal 3: Reduce inequities caused by the social, economic, and structural determinants of health. RUSH Education and Career Hub (REACH) REACH provides programming across the educational continuum, from pre-kindergarten through college, through the initiatives highlighted below. Elementary school outreach (grades pre-K through 5): The STEMagineers program for elementary school students helps establish a foundational interest in STEM and health care. The program builds awareness of STEM and health care education and careers, teacher professional development, family engagement, classroom curriculum resources and alignment with standards and research that support best practices in early childhood education. Transitioning into FY2023, the STEMagineers program has continued to evolve and broaden its impact, offering compelling activities and presentations. Highlights include the successful execution of the sexual health education workshops for students who attended Pickard, Dett, and Melody Schools in November, garnering completion appreciation notes, and marking a significant milestone for the program. STEMagineers also partnered with Rush Pediatrics on two programs, Human Mother's Milk and Sleep Safety at Pickard and Melody Schools. They engaged in crucial topics such as CPR, Diabetes, heart disease, and mental health for youth and teens. Middle school outreach (grades 6 through 8): In FY2023, REACH continued with two STEM educational enrichment programs for students in grades 6 through 8. Vitals for STEM Success is a 10-week after-school enrichment program for middle school students interested in STEM and healthcare careers. Participating students build their prerequisite skills and awareness of careers in STEM and health care through collaborative games, projects, and dissection labs to learn about human body systems. Students also engage in career pathway planning through research, simulations, and guest speakers in health care careers. This past year, the program was hosted at Lawndale Community Academy, Theodore Herzl Elementary School, and Village Leadership Academy. The program was also implemented as a middle school STEM summer camp at Melody STEM School and Carole Robertson Center Albany Park. Future Ready Learning Labs, supported in part by the Michael Reese Health Trust, is an enrichment elective incorporated into the school day, focused on building interest and awareness of careers in the STEM and health care fields, increasing sense of self-efficacy, developing 21st-century learning skills and transitioning to high school. Students engage in the content through research projects, hands-on learning activities, Career Day events, and guest speakers from various health care careers. REACH's partner schools for this program during the 22-23 school year were Pickard Elementary School, William H. Brown STEM School, and Hefferan Elementary School. High school outreach (grades 9 through 12) MedSTEM, one of our signature high school programs, 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 Pathways provides pre-internships for rising sophomores and juniors, and internships for rising juniors and seniors. By leveraging resources from across RUSH University Medical Center, we provided students with comprehensive, engaging experiences, including personal development workshops, industry-recognized certifications, and networking with career professionals. In FY23, 135 students participated in MedSTEM Pathways and MedSTEM Explorers programming. Half of the summer's MedSTEM Pathways interns and 76% of MedSTEM Explorers earned one or more industry-recognized credentials: CPR, first aid/basic lifesaving, phlebotomy, and ECG technician. College and Beyond The Center for Community Health Equity Summer 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. This summer, student research projects explore a wide range of topics from a focus on race and congestive heart failure among older adults living with HIV to what impacts successful educational attainment among college students from Garfield Park. The experience will include conducting a literature review using APA citations, data collection and evaluation, qualitative methods, and IRB considerations. The College Career Pathways program supports underrepresented young people beyond high school for immersive work-based learning experiences in targeted career paths. The program includes paid internships, college and career advising, and professional and technical skills training, which helps participants find jobs with STEM and health care employers. Interns learn skills in several RUSH University Medical Center departments, including labor and delivery, the surgical ICU, outpatient psychology and pathology. Additionally, interns met weekly and developed group projects surrounding the tragic history of medical experimentation performed in vulnerable communities that contributes to the medical advancements used today. In FY2023, 52 students each earned more than 256 hours of paid, work-based learning experience through College and Career Pathways and Center for Community Health Equity Summer Scholars Program. REACH STEM Health Sciences Exploration Fair In 2023, REACH continued to foster community enrichment by sponsoring two impactful STEM Exploration Fairs at Malcolm X College. These events were catalysts for educational transformation, reaching students across diverse age groups. Our commitment to hands-on learning and exposure to STEM fields was evident as students from grades 2-5 and 6-8 participated in the spring, while 6-8 graders and high school students continued their exploration in the fall. Over 300 students were active participants in these immersive experiences, gaining exposure to hands-on activities, science experiments, drone dissections, and engaging career panels. The fairs were not just about exploration but about opening doors to potential careers. Students had the unique opportunity to interact with healthcare professionals, delving into the diverse and rewarding world of healthcare careers. The impact was palpable as young minds were inspired, and a path to future opportunities began to unfold. These STEM Exploration Fairs were not confined to traditional learning. They embraced the spirit of innovation, offering interactive STEM experiences, robotics lessons, and dynamic opportunities for students to discover their potential in STEM and healthcare careers. The fairs provided a platform for students not only to learn but to actively engage and participate in a variety of educational activities. Malcolm X College partnership Malcolm X College (MXC) and RUSH share a longstanding collaborative history, encompassing various joint initiatives. This partnership supports MXC students in their clinical rotations across multiple disciplines such as nursing, surgical technology, radiologic technology, EMT/paramedic, and respiratory care at RUSH University Medical Center. Additionally, RUSH facilitates anatomy labs for MXC's health occupations students. The collaboration extends to RUSH providing guest lecturers and recently initiating a monthly interprofessional lunch and learn series for both MXC students and faculty. MXC's goal is to equip its graduates with the necessary knowledge, skills, and professional qualities for current and future roles in healthcare. Supporting this objective, RUSH contributes to MXC advisory committees and offers transfer programs for MXC graduates in radiologic technology and respiratory care, enabling them to pursue bachelor's degrees in their respective fields. Mini Medical School The RCSIP Mini Medical School offers a unique Saturday program once a month throughout the academic year, tailored for fourth and fifth graders from Chicago Public Schools. Its primary aim is to acquaint these young learners with the field of health sciences. Taking place at RUSH University, the program includes a series of anatomy and physiology lectures, interactive activities centered on the five key body systems, and practical dissection sessions. Committed RUSH student and physician volunteers play a pivotal role in crafting the curriculum, leading the activities, and providing guidance to the students during these educational sessions. In FY23 RCSIP Mini Medical School continued remote learning. There were seven remote sessions held with 453 students engaged.
Schedule H, Part I, Line 7 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 $34,443,655.
Schedule H, Part II Community Building Activities Promote the Health of the Community (continuation) WORKFORCE DEVELOPMENT RUSH has established an organizational goal to increase hiring from the West Side and collaborates with two community-based partners (Skills for Chicagoland's Future and Cara) to increase local hiring for entry-level positions. RUSH also partners with other organizations to source local talent and, when necessary, refer candidates to other partners for employment and wraparound services. Since FY21, an average of 16% of Rush's annual new hires, which equates to 8,157 employees, have been hired from anchor mission communities. In FY23, Rush participated in over 30 hiring events and an average of 18% of its new hires were from anchor mission communities. Since FY21, 363 participants have been served in multiple career pathways programs via WSU, Rush and REACH to help community members and incumbent workers at Rush advance in their healthcare careers.
Schedule H, Part VI, Line 5 Promotion of community health (continuation 3) GOAL 4: INCREASE ACCESS TO CARE AND COMMUNITY SERVICES. RCSIP clinics RCSIP clinics operate through the dedicated efforts of RUSH volunteers, comprising a physician leader and an interdisciplinary team of RUSH students. These clinics provide a range of services, including physical examinations, health education, complimentary basic medications, and procedures like wound care. Additionally, they assist patients in establishing primary and/or specialty care connections through referrals. These clinics include: * RCSIP Haymarket, which serves adult men and women with primary care, and health education; it also provided COVID-19 vaccinations during 13 vaccination days and seven clinic days. More than 565 healthcare encounters were provided during FY2023. * RCSIP CHHRGE, The Chicago Homelessness and Health Response Group for Equity (CHHRGE) emerged in response to the urgent need for medical support at Franciscan and other communal shelters during the COVID surge. Students and faculty members conducted screenings for men and women at various shelters on Chicago's West Side, which included daily temperature checks and a set of health questions. Individuals who showed positive signs were directed to the Safe Haven respite site for isolation and medical care. Additionally, the students took special measures to protect individuals aged 60 and above with co-morbidities. The clinic provided health care to more than 60 individuals during FY2023. Goal 5: Improve maternal and child health outcomes Building Early Connections (BEC) is a five-year service initiative aimed at enhancing care systems at Rush and across Chicago's West Side, particularly for prevalent behavioral health issues in children under the age of 8. In FY23, a total of 18,244 screenings were conducted, leading to 2,345 referrals to the BEC program and 1,486 referrals to El Services. BEC Initiatives include: * Expand care at Rush: Develop a coordinated screening, referral, and behavioral health intervention model for young children at RUMC * Increase Capacity in Chicago: Increase the capacity of RUMC and community providers to identify and address common behavioral health concerns in young children * Engage patient populations: Launch a community-based healthy child development promotional campaign
Schedule H, Part V, Section B, Line 22 Charges to Individuals Eligible for Assistance Under the FAP The following disclosure is in accordance with Rev. Proc 2015-21 Section 7 in regard to Schedule H, Part V, Section B, Line 22b. RUSH University Medical Center's (RUMC) AGB% for calendar year 2022 was computed and effective on 3/1/2023 and RUMC began utilizing the percentage within 120 days of the end of the 12-month period. It was provided for posting on RUMC's website on 3/21/2023 but was inadvertently not posted due to a technical error. The error was corrected as soon as it was discovered September 19, 2023, and a procedure is now in place to check that the annual posting is indeed linked correctly so that it can be viewed. No individual was impacted by this error in posting as the correct AGB% was utilized as required.
Schedule H, Part I, Line 7g Subsidized Health Services RUSH UNIVERSITY MEDICAL CENTER (RUMC) HAS INCLUDED COSTS ASSOCIATED WITH RUMC OWNED PHYSICIAN CLINICS IN SUBSIDIZED HEALTH SERVICES. THERE IS $94,631,699 IN NET COMMUNITY BENEFIT EXPENSE IN LINE 7G WHICH REPRESENTS THESE CLINICS.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance THE COST TO CHARGE RATIO APPLIED TO Charity Care, LINE 7A, AND Unreimbursed Medicaid, Line 7B, was CALCULATed BASED ON the IRS 2022 INSTRUCTIONS FOR SCHEDULE H, WORKSHEET 2. RATIO OF PATIENT CARE COST TO CHARGES. Community Health Improvement Services & Community Benefit Operations, Line 7e, and Cash and In-Kind Contributions, Line 7i, were reported at actual cost. Health Professions Education, Line 7f, was primarily taken directly from the FY23 as-filed Medicare Cost Report and includes other minimal community education. RUMC CALCULATES A SEPARATE COST TO CHARGE RATIO FOR SUBSIDIZED HEALTH SERVICES, Line 7g, WHICH MORE ACCURATELY PORTRAYS THOSE SERVICES. RUMC UTILIZES A COST ACCOUNTING SYSTEM TO CALCULATE A SEPARATE COST TO CHARGE RATIO FOR PHYSICIAN CLINICS AND HOSPITAL SERVICE LINES. THOSE SERVICES ARE THEN COMBINED TO DERIVE A UNIQUE COST TO CHARGE RATIO FOR SUBSIDIZED HEALTH SERVICES.
Schedule H, Part II Community Building Activities PHYSICAL IMPROVEMENTS AND HOUSING RUSH launched the Center to Transform Health and Housing (CTHH), funded by the Chicago Trading Company in 2021. Since then, the Center has acquired additional funding from Illinois Tool Works to support its mission of improving health outcomes for people experiencing homelessness and housing insecurity. The Center's four-prong approach focuses on education and trainingby increasing learner experiences, clinical carewhich includes medical and social care, advocacy, and collaboration, and highlighting the voice of people with lived expertiseto address the social determinants of health that impact this population. The Center also facilitates and provides operational support to the Chicago Homelessness and Health Response Group for Equity (CHHRGE) a multisector collaborative, established in March 2020, that works to enhance communication and coordination with the City of Chicago and other collaborative stakeholders and serves as a clearinghouse for information, support, and problem-solving for health and housing equity. Over the last year, Chicago has received more than 20,000 individuals seeking asylum (new arrivals) with little to no notice. Many that arrive have been placed in shelters or more permanent housing, while others are forced to live at local police stations and airports until shelter becomes available. Understanding the increased need, the Chicago Department of Public Health (CDPH) contacted the Center to Transform Health and Housing, to organize a crisis mobile response committed to providing medical and social care services to adults, children, and families residing in police stations throughout the city. The Center has led this effort by being a voice on the ground to city departments, and by recruiting and organizing volunteers from across the institution to lend a hand. ECONOMIC DEVELOPMENT IN FY2022, RUSH INVESTED $3 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 $390,000 IN SMALL GRANTS TO 39 SMALL BUSINESSES ON THE WEST SIDE OF CHICAGO. PURCHASE LOCALLY To advance RUSH University Medical Center toward its 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. RUSH University Medical Center spent over $9 million in purchase services in FY23 using Anchor Mission (AM) vendors and continued to mentor small local vendors to help them scale and grow. RUSH University Medical Center is part of the West Side Procurement Working Group with five other hospitals and health systems to share best practices and increase the use of local vendors. In FY23, they collectively held a vendor registration fair in partnership with The Hatchery, attracting over 300 local small businesses interested in doing business with hospitals. EMPLOYEE EFFORTS RUSH IS ALSO COMMITTED TO SERVING OUR EMPLOYEES WHOM WE CONSIDER AS OUR "FIRST COMMUNITY HAVE DESIGNED 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 fiscal year 2023, the Environmental Sustainability (ES) team at RUSH University Medical Center earned an Emerald Greenhealth Award from Practice Greenhealth for their work in calendar year 2022. This award recognizes the top 20% of hospitals who submit data to their annual benchmarking initiative and recognizes advanced sustainability programs. The Medical Center was also awarded a Making Medicine Mercury Free Award for virtually eliminating mercury from our facilities, as mercury has known negative health impacts and the use of it in our operations is contrary to healthcare's mission of healing. The ES team began developing a Climate Resilience Plan, one of the requirements of the U.S. Department of Health and Human Services' Health Sector Climate Pledge. The team collaborated with various departments in the Medical Center to identify areas of opportunity to strengthen existing plans to help the hospital adapt and recover from disruptions caused by our changing climate. As the climate warms, it is also destabilizing, resulting in hotter hots, colder colds, and more intense and frequent storms. The need for such planning was highlighted by the flash flooding that hit the western and southwestern side of Chicago in July 2023, as well as the 13 confirmed tornadoes over Chicago in late July. Another significant milestone for the ES team was the completion of a "Unifying Efforts" pilot program through Practice Greenhealth. This program has enabled the ES team to connect their work to the more mature community health and equity teams at RUSH, highlighting the opportunity to amplify the message and impact of all of our teams into a stronger, unified directive. A monthly forum called the RUSH Commitment was born of that initiative, where a cross-departmental team meets to share updates on current initiatives and identify opportunities for collaboration. Other program highlights include: * The development of a plan and timeline to achieve 100% renewable electricity for the campus by 2030. * The expansion of our food waste avoidance programs through the implementation of a composting program in the patient kitchen, which has diverted over 120,000 pounds of food waste from the landfill since its inception, and the expansion of our food recovery program that supports Franciscan Outreach to include day-old goods from the Panera Bread on our campus. * The Medical Center was awarded ComEd's MBCx 2022 project of the year for achieving the highest amount of energy savings of any account in ComEd's territory through a Monitoring Based Commissioning program. * Medical device reprocessing grew on campus, with the Medical Center collecting over 100,000 pulse oximeters for reprocessing in calendar year 2023. * The Procurement team approved a Sustainable Procurement charter through Vizient's Go Green: Healthcare Sustainability Optimization Collaborative to develop a sustainable procurement policy and strategy. * The campus's Main Parking Garage and Armour Academic building were converted to LED lighting, significantly decreasing these buildings energy use and associated greenhouse gas emissions. * Supported the City of Chicago's Department of Public Health heat mapping campaign through NOAA, by volunteering as a navigator and participating in the data collection process to highlight the disparities in heat felt across the city of Chicago caused by the lack of green infrastructure across the west side caused by the racist practice of red-lining communities in the early-1900's. * The ES team formed a partnership with the Center for Hard to Recycle Materials (CHaRM Center) at South Suburban College that has expanded our reuse and recycling programs to include pathways for Styrofoam and textiles. COALITION BUILDING: WEST SIDE UNITED (WSU, WESTSIDEUNITED.ORG) WSU is a collaborative of six healthcare anchor institutions (Ann and Robert H. Lurie Children's Hospital, Ascension, Cook County Health, RUSH University Medical Center, Sinai Chicago, UI Health), the American Medical Association, 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 health care, education, economic vitality, and the physical environment, using a cross-sector, place-based strategy. The overarching aim is to eliminate the life expectancy gaps between the Loop and ten West Side neighborhoods. WEST SIDE CONNECTED RUSH continues to partner with the organizations in West Side ConnectED to improve our work to address the 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 in Illinois. Efforts continue to be focused on implementing screening for health care access (primary care/insurance), food security, housing/homelessness, utilities, and transportation, but have broadened to include each partner's entire hospital per their individual institutional goals.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount BAD DEBT EXPENSE IS ESTIMATED BASED ON HISTORICAL COLLECTION EXPERIENCE. PATIENTS WHO ARE COVERED BY THIRD-PARTY PAYORS ARE GENERALLY RESPONSIBLE FOR RELATED DEDUCTIBLES AND COINSURANCE, WHICH VARY IN AMOUNT. RUMC DETERMINES ITS ESTIMATE OF BAD DEBT FOR PATIENTS WITH DEDUCTIBLES AND COINSURANCE AND FROM THOSE WHO ARE UNINSURED BASED ON HISTORICAL EXPERIENCE AND CURRENT MARKET CONDITIONS. THE BAD DEBT EXPENSE IS THE DIFFERENCE BETWEEN AMOUNTS BILLED TO PATIENTS AND THE AMOUNTS EXPECTED TO BE COLLECTED BASED ON COLLECTION HISTORY WITH THOSE PATIENTS.
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. The methodology used to determine the estimate of bad debt entered on line 2 that reasonably is attributable to patients who likely would qualify for financial assistance under the hospital's financial assistance policy as entered on Part 1, lines 1 through 4, but for whom insufficient information was obtained to determine their eligibility included a review of all bad debt write-offs by individual account. For each account the % poverty level was reviewed, if available, and for those accounts that were below the 400% poverty level the associated bad debt write-off was estimated to be 100% potentially eligible for charity, consistent with the financial assistance policy.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote DURING FY2023, RUMC'S REPORTED PROVISION FOR BAD DEBT WAS A TOTAL OF $34,443,655 WHICH EQUATES TO $13,501,091 AT COST BASED ON AN OVERALL COST TO CHARGE RATIO. RUMC PROVIDES ADDITIONAL INFORMATION ON THE BAD DEBT EXPENSE/IMPLICIT PRICE CONCESSIONS IN FOOTNOTE #2 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - PATIENT SERVICE REVENUE AND PATIENT ACCOUNTS RECEIVABLE WHICH STARTS ON PAGE 9 OF THE AUDITED FINANCIAL STATEMENTS.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE RATIO OF PATIENT COST TO CHARGES WAS CALCULATED BASED ON THE IRS 2022 INSTRUCTIONS FOR SCHEDULE H, WORKSHEET 2. RATIO OF PATIENT CARE COST TO CHARGES for RUMC. MEDICARE REVENUES AND COSTS WERE EXTRACTED FROM THE FY2023 AS-FILED MEDICARE COST REPORT. THERE IS A MEDICARE SURPLUS/SHORTFALL OF $22,250,830. SINCE THE IRS 2022 INSTRUCTIONS STATE UNDER PART III BAD DEBT, MEDICARE, & COLLECTIONS PRACTICES, LINE 5, THE MEDICARE SHORTFALL IS FOR MEDICARE FEE FOR SERVICES ASSOCIATED WITH THE ALLOWABLE COSTS THE ORGANIZATION ENTERED IN ITS MEDICARE COST REPORT, MANAGED MEDICARE AND RUSH MEDICAL GROUP SURPLUS/SHORTFALL WAS NOT INCLUDED. IF SO, THE TOTAL LOSS FOR THE MEDICARE SHORTFALL WOULD HAVE BEEN $126,678,104.
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 OUR STATEMENT PRIOR TO PLACING ACCOUNTS WITH A 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/FINANCIAL-ASSISTANCE-APPLICATION;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website - Rush University Medical Center: Line 16c URL: HTTPS://WWW.RUSH.EDU/FINANCIAL-ASSISTANCE-BROCHURE;
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 FY2022, 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 WITH THE 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 that extend beyond the scope identified in its Community Health Needs Assessment (CHNA). The organization identifies its primary community as the West Side of Chicago and adjacent suburbs such as Oak Park, Forest Park, and River Forest. This definition was chosen for the CHNA to focus on the geographic area surrounding its two hospitals, a region characterized by significant needs and challenges. Rush's patient base is diverse in terms of ethnicity, economic, and insurance status. However, many in the West Side community encounter difficulties and belong to vulnerable groups, including racial/ethnic minorities, those of lower socio-economic status, and individuals living in crowded housing or facing high unemployment and limited access to education, transportation, and essential resources like grocery stores and healthcare facilities. The West Side of Chicago, despite its resilience, confronts some of the most severe hardships and health disparities in the city. Rush aims to be a stabilizing force in addressing these challenges, empowering the communities and remarkable individuals who reside on the West Side.
Schedule H, Part VI, Line 5 Promotion of community health RUSH UNIVERSITY MEDICAL CENTER'S (RUMC) MISSION IS TO IMPROVE THE HEALTH OF THE INDIVIDUALS AND DIVERSE COMMUNITIES THAT WE SERVE THROUGH INTEGRATION OF OUTSTANDING PATIENT CARE, EDUCATION, RESEARCH, AND COMMUNITY PARTNERSHIPS. TO THAT END, THE MEDICAL CENTER SEEKS TO SERVE THE COMMUNITY IN WAYS THAT ENGAGE, EDUCATE, AND EMPOWER; ADDRESSING A WIDE ARRAY OF COMMUNITY HEALTH NEEDS, FROM CHRONIC CONDITION MANAGEMENT AND MENTAL AND BEHAVIORAL HEALTH SERVICES TO REDUCING HEALTH INEQUITIES LINKED TO SOCIAL DETERMINANTS. RUSH UNIVERSITY MEDICAL CENTER SERVES ALL PATIENTS WHO PRESENT FOR CARE AND SERVES THE SURROUNDING COMMUNITY ALONG WITH A BOARD OF DIRECTORS WITH A STRONG COMMUNITY BASE. THE BOARD MEMBERS ARE INDEPENDENT COMMUNITY LEADERS WHO ARE SELECTED BASED UPON THEIR EXPERTISE AND EXPERIENCE IN A VARIETY OF AREAS OF BENEFIT TO THE ORGANIZATION. THEIR ROLE AS BOARD MEMBERS IS TO DIRECT AND GUIDE MANAGEMENT IN CARRYING OUT OUR MISSION. BOARD MEMBERS ARE NOT COMPENSATED FOR THEIR SERVICE. OUR COMMUNITY OF PHYSICIANS, ADVANCED PRACTICE PROVIDERS, NURSES, RESEARCHERS, FACULTY, STUDENTS AND STAFF INCLUDES A HIGH PERCENTAGE OF WOMEN AND MINORITIES, AS WELL AS LGBT AND VETERAN EMPLOYEES, REFLECTING THE DIVERSE CHICAGO COMMUNITIES WE SERVE. RUMC EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY. AS A CHARITABLE ORGANIZATION, ALL SURPLUS FUNDS ARE USED TO FURTHER OUR CHARITABLE PURPOSE, MISSION AND TO SERVE THE COMMUNITY. RUMC'S SIGNIFICANT INVESTMENT IN COMMUNITY HEALTH INITIATIVES-SUCH AS THE RUSH DEPARTMENT OF SOCIAL WORK AND COMMUNITY HEALTH (SWACH), SCHOOL-BASED HEALTH CENTERS (SBHCS), AND THE COLLEGE OF NURSING FACULTY PRACTICE PROGRAM-HIGHLIGHTS OUR STRATEGIC USE OF SURPLUS FUNDS. THESE INVESTMENTS AIM NOT ONLY TO ADDRESS IMMEDIATE HEALTHCARE NEEDS BUT ALSO TO DRIVE LONG-TERM IMPROVEMENTS IN HEALTH OUTCOMES THROUGH EDUCATION, POLICY ADVOCACY, AND DIRECT COMMUNITY ENGAGEMENT. SUCH A HOLISTIC STRATEGY UNDERSCORES RUMC'S ACUTE UNDERSTANDING OF THE COMPLEX INTERPLAY BETWEEN SOCIAL DETERMINANTS AND HEALTH OUTCOMES, DIRECTING OUR RESOURCES TOWARDS MAKING A SIGNIFICANT IMPACT ON COMMUNITY HEALTH. THIS APPROACH HIGHLIGHTS RUMC'S COMMITMENT TO ENHANCING HEALTHCARE ACCESS, QUALITY, AND OUTCOMES, PARTICULARLY FOR UNDERSERVED POPULATIONS, AND UNDERSCORES THE NEED FOR FURTHER DIRECT ENGAGEMENT AND THE SPECIFIC APPLICATION OF SURPLUS FUNDS. RUSH UNIVERSITY MEDICAL CENTER PROVIDES ACCESS TO PHYSICIAN, ACUTE CARE, DIAGNOSTIC, AND REHABILITATIVE SERVICES TO PEOPLE, REGARDLESS OF ABILITY TO PAY, THROUGH FACILITIES LOCATED THROUGHOUT THE SERVICE AREA. RUMC PROVIDES PROGRAMMING RELATING TO HEALTH EDUCATION, PREVENTION, AND SUPPORT TARGETED TO SPECIFIC POPULATIONS. MEDICAL EDUCATION EXTENDS TO CLINICAL SETTINGS FOR NURSING EDUCATION AND RESIDENCY PROGRAMS. EMPLOYEES FILL BOARD AND COMMITTEE LEADERSHIP POSITIONS FOR A NUMBER OF ECONOMIC DEVELOPMENT AND SOCIAL SERVICE AGENCIES IN COMMUNITIES THROUGHOUT THE SERVICE AREA. Goal 1: Prevent and/or manage chronic conditions and risk factors. RUSH Department of Social Work and Community Health (SWACH) Social Work and Community Health (SWaCH) dismantles barriers to health and wellness by providing innovative programs to support patients and community members, and by advancing policies and practices that expand access to whole-person care. SWaCH programs fall within the three categories of Direct Care, Systems Change and Workforce Development, and Research and Policy: Direct Care activities include the Rush Generations program, Care Management services (including a Complex Care group), and a robust Mental Health Clinic. Rush Generations provides evidence-based workshops, lectures and group, health screenings, and wellness classes Care management services are integral to various health equity and quality improvement initiatives at Rush and in the community Complex care initiatives include Caring for Caregivers program, Rush@Home in-home primary care, and the Center to Transform Health and Housing SWaCH's Mental Health Clinic provides outpatient mental health care as a free-standing psychotherapy clinic as well as integrated partnerships with Rush specialty care providers. In FY23, 11,714 therapy sessions to referred patients were provided in RUSH's outpatient community psychotherapy clinic. * It also staffs Rush's Center for Clinical Wellness and runs the Legacy Mental Health Fellowship to bring mental health clinicians of color into the community. In addition, 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. Systems Change and Workforce Development activities focus on health equity and quality improvement initiatives, Rush- and nation-wide leadership in aging, and a focus on education and training of the social care workforce (social workers, community health workers, and others) and students entering the health workforce broadly. Health equity and quality improvement initiatives include advancing the system-wide rollout and integration of social determinants of health screening and referrals, Age-Friendly Health Systems initiatives, virtual care clinics, and focused efforts to improve birth equity. SWaCH drives efforts within Rush and nationally to improve the quality of care and quality of life for older adults and their families via Rush's Center for Excellence in Aging. Education and training initiatives support the development of the social care workforce and interprofessional students; initiatives include the Social Work in Health Care Training Program, care management training, Rush Social Work Grand Rounds, and Rush's community health mentors' initiative. SWaCH Research and Policy work brings together research and evaluation activities with policy advocacy, as well as local and national coalition building - including a program of research and policy initiatives via the Center for Health and Social Care Integration. 5 + 1 = 20 5 + 1 = 20 is a RUSH Community Services Initiatives Program (RCSIP) program that aims to educate high school students at Chicago Public Schools on five diseases prevalent in the surrounding underserved community (asthma, hypertension, HIV, diabetes, and cancer). The program's unusual name comes from the idea that knowledge of these five conditions, plus one informed student sharing what he or she knows, can extend by 20 years the life of someone who might not otherwise be screened. (People who lack health insurance and are therefore unlikely to be screened have a life expectancy that's 20 years shorter than those who are insured.) Twice a month, RUSH University student volunteers teach a health topic related to the five diseases, with content ranging from disease prevention to practical skills such as checking blood pressure. The students have opportunities to share their knowledge through 5 + 1 = 20 health fairs at their schools, where 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 and other members of their communities. In FY2023, 5 + 1 = 20 continued its reduced programming to Benito Juarez, IHSCA RTC Med Prep, Whittier, and Ruiz Elementary. There were 872 unique encounters by 80 RCSIP student volunteers. West Side Walk for Wellness The West Side Walk for Wellness, created and co-led by RUSH medical students, was developed to enhance exercise, and walking in West Side communities, create a sense of engagement and help people feel safe being outside in the community. The program, which lasted eight weeks, engaged 369 community members from RUSH and the communities we serve.
Schedule H, Part VI, Line 6 Affiliated health care system RUSH SYSTEM FOR HEALTH ("RUSH"), IS A MULTIHOSPITAL HEALTH SYSTEM WITH OPERATIONS THAT CONSIST OF SEVERAL DIVERSE ACTIVITIES WITH A SHARED MISSION OF PATIENT CARE, EDUCATION, RESEARCH, AND COMMUNITY SERVICE. RUSH CONSISTS OF AN ACADEMIC MEDICAL CENTER, RUSH UNIVERSITY MEDICAL CENTER ("RUMC"), TWO COMMUNITY HOSPITALS, RUSH COPLEY MEDICAL CENTER ("RCMC") AND RUSH OAK PARK HOSPITAL ("ROPH"), THAT EACH SERVE DISTINCT MARKETS IN CHICAGO, ILLINOIS, METROPOLITAN AREA AND RUSH HEALTH, A PHYSICIAN HOSPITAL ORGANIZATION AND CLINICALLY INTEGRATED NETWORK.
Schedule H, Part VI, Line 7 State filing of community benefit report IL
Schedule H (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0

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
2022
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) ILLINOIS TRANSPLANT FUND
425 Spring Lake Dr
Itasca,IL60143
47-4167931 501(c)(3) 150,000       General Support
(2) IMD Guest House Foundation
1933 West Polk Street
Chicago,IL60612
36-4284387 501(c)(3) 141,000       Sponsorship
(3) American Cancer Society
150 S Wacker Dr
Chicago,IL60606
13-1788491 501(c)(3) 48,000       Sponsorship
(4) White Sox Charities 8509
333 West 35th Street
Chicago,IL60616
36-3719918 501(c)(3) 30,000       Sponsorship
(5) ALZHEIMER'S ASSOCIATION
8430 W Bryn Mawr Ave
Chicago,IL60631
13-3039601 501(c)(3) 25,000       Sponsorship
(6) Park District of Oak Park
218 Madison Street
Oak Park,IL60302
36-6006028   21,550       Sponsorship
(7) COMMUNITY EMPOWERMENT
8 Milburn Park
Evanston,IL60201
81-2760427 501(c)(3) 18,000       General Support
(8) EQUAL HOPE
300 S Ashland Avenue
Chicago,IL60607
26-2264895 501(c)(3) 17,500       Sponsorship
(9) HEALTH & MEDICINE POLICY Research Group
PO Box 2577
Northbrook,IL60065
36-3143826 501(c)(3) 16,500       General Support & Sponsorship
(10) GARFIELD PARK COMMUNITY Council
300 N Central Park Ave
Chicago,IL60624
45-4055306 501(c)(3) 15,000       Sponsorship
(11) NATIONAL MEDICAL FELLOWSHIPS
12 East 46th Street
New York,NY10017
01-0963657 501(c)(3) 15,000       Sponsorship
(12) Parkinson's Foundation
200 SE 1st Street
Miami,FL33131
13-1866796 501(c)(3) 15,000       Sponsorship
(13) CHICAGO URBAN LEAGUE
PO Box 9272
Chicago,IL60609
36-2225483 501(c)(3) 12,850       Sponsorship
(14) Heart Valve Surgery Microsite
PO Box 1478
Lomita,CA90717
26-4236741 S Corporation 12,500       Sponsorship
(15) BEARS CARE
1920 Football Drive
Lake Forest,IL60045
20-3902715 501(c)(3) 10,500       Sponsorship
(16) ERIE FAMILY HEALTH FOUNDATION
1701 West Superior
Chicago,IL60622
81-4172423 501(c)(3) 10,000       Sponsorship
(17) SINAI URBAN HEALTH INSTITUTE
1500 S Fairfield Ave
Chicago,IL60608
36-3166895 501(c)(3) 10,000       Sponsorship
(18) FRANCISCAN OUTREACH
717B W 18th St
Chicago,IL60616
36-2928835 501(c)(3) 9,000       General Support & Sponsorship
(19) NAMI CHICAGO
1801 W Warner Ave
Chicago,IL60613
36-3075407 501(c)(3) 8,500       Sponsorship
(20) American Academy of Nursing
1000 Vermont Avenue NW
Washington,DC20005
52-2213870 501(c)(3) 8,000       Sponsorship
(21) I AM ABEL FOUNDATION
3721 Lismore
Flossmoor,IL60422
47-4115154 501(c)(3) 7,500       Sponsorship
(22) THE BOULEVARD OF CHICAGO INC
3456 W Franklin Blvd
Chicago,IL60624
36-4075641 501(c)(3) 6,500       General Support & Sponsorship
(23) ACCESS LIVING OF METROPOLITAN
115 W Chicago Avenue
Chicago,IL60654
36-3310774 501(c)(3) 5,000       Sponsorship
(24) AGE OPTIONS INC
1048 Lake Street
Oak Park,IL60301
36-2806193 501(c)(3) 5,000       Sponsorship
(25) BETHEL NEW LIFE INC
4950 W Thomas
Chicago,IL60651
36-3013241 501(c)(3) 5,000       General Support
(26) BrainUP
PO Box 244
Frankfort,IL60423
47-5516802 501(c)(3) 5,000       Sponsorship
(27) Brennan Rehab Foundation
1020 Walden Lane
Lake Forest,IL60045
84-3922164 501(c)(3) 5,000       Sponsorship
(28) CAROLE ROBERTSON CENTER
1111 S Western Ave
Chicago,IL60612
36-2882124 501(c)(3) 5,000       Sponsorship
(29) CHICAGO CHILDRENS ADVOCACY CTR
1240 S Damen Ave
Chicago,IL60608
36-4251865 501(c)(3) 5,000       Sponsorship
(30) COMMUNITY HEALTH NFP
2611 West Chicago Avenue
Chicago,IL60622
36-3831793 501(c)(3) 5,000       Sponsorship
(31) COOK COUNTY HEALTH FOUNDATION
1603 Orrington Ave
Evanston,IL60201
45-4607769 501(c)(3) 5,000       Sponsorship
(32) EQUALHEALTH INC
PO Box 1575
Brookline,MA02446
27-3645742 501(c)(3) 5,000       Scholarship Support
(33) HABILITATIVE SYSTEMS INC
415 South Kilpatrick Avenue
Chicago,IL60644
36-2969062 501(c)(3) 5,000       Sponsorship
(34) Lung Cancer Research Foundation
501 7th Avenue
New York,NY10018
14-1935776 501(c)(3) 5,000       Sponsorship
(35) NEW LIFE CENTERS OF CHGO NFP
4101 W 51st Street
Chicago,IL60632
20-2380358 501(c)(3) 5,000       Sponsorship
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
33
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
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 1388 17,146,365      
(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) 2022



Additional Data


Software ID: 22016089
Software Version: 2022v5.0


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
2022
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) 2022

Schedule J (Form 990) 2022
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, 1099-MISC compensation, and/or 1099-NEC (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
1Omar B Lateef DO
 
President & CEO
(i)

(ii)
1,697,484
-------------
0
1,100,000
-------------
0
164,784
-------------
0
392,794
-------------
0
27,977
-------------
0
3,383,039
-------------
0
78,745
-------------
0
2Christopher L Coogan MD
 
Former Trustee
(i)

(ii)
565,752
-------------
0
97,750
-------------
0
0
-------------
0
30,446
-------------
0
24,404
-------------
0
718,352
-------------
0
0
-------------
0
3Frederick M Brown Jr DNP
 
Trustee (END 9/22)
(i)

(ii)
156,128
-------------
0
0
-------------
0
0
-------------
0
17,425
-------------
0
19,809
-------------
0
193,361
-------------
0
0
-------------
0
4Melissa Browning DNP
 
Trustee (END 6/23)
(i)

(ii)
174,151
-------------
0
1,000
-------------
0
500
-------------
0
14,671
-------------
0
9,965
-------------
0
200,287
-------------
0
0
-------------
0
5Vijaya B Reddy MD
 
Trustee (End 6/23)
(i)

(ii)
204,205
-------------
0
30,220
-------------
0
0
-------------
0
19,561
-------------
0
11,372
-------------
0
265,357
-------------
0
0
-------------
0
6R Jeffrey Snell MD
 
Trustee (END 6/23)
(i)

(ii)
422,268
-------------
0
82,269
-------------
0
600
-------------
0
27,224
-------------
0
24,169
-------------
0
556,530
-------------
0
0
-------------
0
7Edward J Ward MD
 
Trustee (END 6/23)
(i)

(ii)
342,104
-------------
0
23,444
-------------
0
950
-------------
0
33,421
-------------
0
31,627
-------------
0
431,545
-------------
0
0
-------------
0
8Edward W Conway
 
Former Officer
(i)

(ii)
0
-------------
0
0
-------------
0
142,854
-------------
0
0
-------------
0
9,042
-------------
0
151,896
-------------
0
29,165
-------------
0
9Wendy Cox-Largent MBA
 
Former Officer
(i)

(ii)
0
-------------
0
0
-------------
0
194,496
-------------
0
0
-------------
0
11,282
-------------
0
205,778
-------------
0
27,895
-------------
0
10Thomas Deutsch MD
 
Former Officer
(i)

(ii)
458,216
-------------
0
0
-------------
0
600
-------------
0
26,443
-------------
0
23,881
-------------
0
509,140
-------------
0
0
-------------
0
11Sherine E Gabriel MD MSc
 
Former Officer
(i)

(ii)
428,355
-------------
0
377,228
-------------
0
644,009
-------------
0
153,556
-------------
0
9,105
-------------
0
1,612,253
-------------
0
184,572
-------------
0
12Joshua Jacobs MD
 
Former Officer
(i)

(ii)
530,673
-------------
0
77,159
-------------
0
6,631
-------------
0
26,835
-------------
0
19,908
-------------
0
661,206
-------------
0
0
-------------
0
13K Ranga Rama Krishnan MB ChB
 
Former Officer
(i)

(ii)
1,574,785
-------------
0
1,061,486
-------------
0
330,276
-------------
0
294,168
-------------
0
24,157
-------------
0
3,284,873
-------------
0
321,777
-------------
0
14Aney Abraham DNP RN NE-BC
 
VP Patient Care Services
(i)

(ii)
273,301
-------------
0
70,737
-------------
0
500
-------------
0
55,261
-------------
0
20,319
-------------
0
420,118
-------------
0
0
-------------
0
15David A Ansell MD
 
SVP Community Health Equity
(i)

(ii)
578,961
-------------
0
185,721
-------------
0
126,810
-------------
0
142,051
-------------
0
12,472
-------------
0
1,046,015
-------------
0
114,717
-------------
0
16Andrew Bean PhD
 
Vice Provost, Research (Acting)
(i)

(ii)
369,477
-------------
0
95,258
-------------
0
2,260
-------------
0
70,605
-------------
0
18,507
-------------
0
556,106
-------------
0
0
-------------
0
17Carl T Bergetz JD
 
SVP, Legal Affairs, General Counsel & Secretary
(i)

(ii)
607,715
-------------
0
195,423
-------------
0
38,485
-------------
0
143,059
-------------
0
19,425
-------------
0
1,004,107
-------------
0
18,160
-------------
0
18Cynthia E Boyd MD
 
VP & Chief Compliance Officer
(i)

(ii)
375,406
-------------
0
94,854
-------------
0
54,839
-------------
0
73,682
-------------
0
1,100
-------------
0
599,881
-------------
0
46,222
-------------
0
19Peter Briechle PhD
 
VP Programs & Services, Philanthropy
(i)

(ii)
411,042
-------------
0
101,064
-------------
0
2,170
-------------
0
76,107
-------------
0
14,100
-------------
0
604,484
-------------
0
0
-------------
0
20Cynthia Brincat MD PhD
 
Interim Dean, Rush Medical College
(i)

(ii)
824,541
-------------
0
260,761
-------------
0
47,691
-------------
0
20,550
-------------
0
29,972
-------------
0
1,183,515
-------------
0
0
-------------
0
21Paul Casey MD MBA FACEP
 
SVP & CMO RUMC
(i)

(ii)
671,817
-------------
0
197,856
-------------
0
1,270
-------------
0
146,736
-------------
0
38,504
-------------
0
1,056,183
-------------
0
0
-------------
0
22Deval Daily
 
VP & Chief Admin Officer, Neuro-Cardiac SL
(i)

(ii)
321,108
-------------
0
86,359
-------------
0
489
-------------
0
61,753
-------------
0
39,395
-------------
0
509,105
-------------
0
0
-------------
0
23Shannon Driscoll
 
VP RUMG Practice Operations
(i)

(ii)
223,721
-------------
0
57,880
-------------
0
277
-------------
0
32,419
-------------
0
9,633
-------------
0
323,930
-------------
0
0
-------------
0
24Susan L Freeman MD MS
 
SVP & Provost, Rush University (END 8/22)
(i)

(ii)
421,205
-------------
0
198,071
-------------
0
321,366
-------------
0
119,033
-------------
0
7,813
-------------
0
1,067,488
-------------
0
121,792
-------------
0
25Chris Gade
 
VP Marketing & Engagement
(i)

(ii)
348,664
-------------
0
80,027
-------------
0
1,585
-------------
0
52,261
-------------
0
8,719
-------------
0
491,256
-------------
0
0
-------------
0
26Jeff Gautney
 
VP & CIO
(i)

(ii)
531,712
-------------
0
115,040
-------------
0
3,231
-------------
0
87,421
-------------
0
29,126
-------------
0
766,531
-------------
0
0
-------------
0
27Dale Grandlic
 
VP Facilities Management
(i)

(ii)
285,777
-------------
0
60,426
-------------
0
1,131
-------------
0
44,829
-------------
0
26,436
-------------
0
418,600
-------------
0
0
-------------
0
28Richa Gupta MBBS MHSA
 
SVP & COO, RUMG
(i)

(ii)
463,930
-------------
0
148,554
-------------
0
9,607
-------------
0
114,177
-------------
0
22,005
-------------
0
758,273
-------------
0
5,266
-------------
0
29Kathryn H Jones
 
VP Strategic Planning, Marketing & Communications
(i)

(ii)
284,634
-------------
0
107,255
-------------
0
291
-------------
0
53,446
-------------
0
22,789
-------------
0
468,416
-------------
0
0
-------------
0
30Courtney L Kammer MHA
 
SVP Human Resources
(i)

(ii)
479,339
-------------
0
153,697
-------------
0
562
-------------
0
118,386
-------------
0
35,125
-------------
0
787,109
-------------
0
0
-------------
0
31Wayne E Keathley MPH
 
EVP & COO (END 6/23)
(i)

(ii)
816,912
-------------
0
318,657
-------------
0
165,197
-------------
0
190,866
-------------
0
19,268
-------------
0
1,510,899
-------------
0
165,790
-------------
0
32Christine Kennedy PhD RN
 
VP & Dean College of Nursing
(i)

(ii)
365,188
-------------
0
99,213
-------------
0
45,866
-------------
0
70,422
-------------
0
18,219
-------------
0
598,908
-------------
0
41,158
-------------
0
33Kerem Korkmaz MSN RN CENP
 
VP Patient Care Services
(i)

(ii)
264,729
-------------
0
66,483
-------------
0
396
-------------
0
51,005
-------------
0
0
-------------
0
382,613
-------------
0
0
-------------
0
34Diane M McKeever
 
SVP Philanthropy & Development/Secretary (END 1/23)
(i)

(ii)
186,310
-------------
0
87,531
-------------
0
112,626
-------------
0
810
-------------
0
1,506
-------------
0
388,783
-------------
0
106,055
-------------
0
35Shonda Morrow JD MS RN
 
VP Patient Care Services
(i)

(ii)
277,935
-------------
0
80,737
-------------
0
36,233
-------------
0
58,948
-------------
0
9,441
-------------
0
463,294
-------------
0
34,133
-------------
0
36Douglas O'Brien
 
VP Public Policy
(i)

(ii)
311,988
-------------
0
103,366
-------------
0
0
-------------
0
38,161
-------------
0
3,582
-------------
0
457,097
-------------
0
0
-------------
0
37Patricia S O'Neil MAE
 
SVP & System CFO
(i)

(ii)
785,389
-------------
0
228,705
-------------
0
59,443
-------------
0
181,013
-------------
0
15,608
-------------
0
1,270,158
-------------
0
32,585
-------------
0
38Hiten Patel PhD
 
VP Chief Product Officer (END 11/22)
(i)

(ii)
289,173
-------------
0
86,420
-------------
0
10,854
-------------
0
57,681
-------------
0
37,999
-------------
0
482,127
-------------
0
0
-------------
0
39Paola Pescara
 
Former Officer
(i)

(ii)
157,137
-------------
0
0
-------------
0
15,786
-------------
0
15,526
-------------
0
15,538
-------------
0
203,987
-------------
0
0
-------------
0
40Philip Quick
 
VP RUMG Access Center
(i)

(ii)
223,034
-------------
0
59,106
-------------
0
322
-------------
0
44,351
-------------
0
29,426
-------------
0
356,240
-------------
0
0
-------------
0
41Angelique Richard PhD RN CENP
 
SVP Hospital Operations, CNO
(i)

(ii)
627,690
-------------
0
200,060
-------------
0
15,986
-------------
0
149,090
-------------
0
9,819
-------------
0
1,002,644
-------------
0
8,461
-------------
0
42Charlotte Royeen PhD
 
VP & Dean College of Health Sciences
(i)

(ii)
311,941
-------------
0
81,398
-------------
0
44,634
-------------
0
67,442
-------------
0
20,209
-------------
0
525,624
-------------
0
40,482
-------------
0
43Dino P Rumoro DO MPH FACEP
 
President & CEO ROPH
(i)

(ii)
283,240
-------------
324,210
0
-------------
215,552
0
-------------
2,734
0
-------------
152,516
0
-------------
30,976
283,240
-------------
725,988
0
-------------
0
44Quincy M Stanley
 
VP Support Services
(i)

(ii)
296,920
-------------
0
71,654
-------------
0
335
-------------
0
55,434
-------------
0
28,312
-------------
0
452,655
-------------
0
0
-------------
0
45BRIAN D STEIN MD MS
 
Chief Quality Officer
(i)

(ii)
524,393
-------------
0
137,160
-------------
0
924
-------------
0
87,686
-------------
0
27,777
-------------
0
777,940
-------------
0
0
-------------
0
46Janet Stifter PhD RN CPHQ
 
VP Hospital Operations - Periop & Interv
(i)

(ii)
313,740
-------------
0
79,777
-------------
0
38,801
-------------
0
64,093
-------------
0
9,722
-------------
0
506,133
-------------
0
39,002
-------------
0
47Jeremy E Strong
 
VP Supply Chain
(i)

(ii)
280,754
-------------
0
80,837
-------------
0
469
-------------
0
61,057
-------------
0
31,976
-------------
0
455,094
-------------
0
0
-------------
0
48Kelly M Sullivan Wyatt JD
 
Deputy General Counsel
(i)

(ii)
327,113
-------------
0
79,129
-------------
0
423
-------------
0
83,887
-------------
0
2,750
-------------
0
493,302
-------------
0
0
-------------
0
49Denise N Szalko
 
VP Revenue Cycle
(i)

(ii)
423,822
-------------
0
109,776
-------------
0
68,995
-------------
0
81,512
-------------
0
21,519
-------------
0
705,624
-------------
0
38,345
-------------
0
50Thomas P Wick
 
VP Individual Giving, Philanthropy
(i)

(ii)
345,525
-------------
0
90,351
-------------
0
2,070
-------------
0
77,916
-------------
0
29,882
-------------
0
545,744
-------------
0
0
-------------
0
51Alex D Wiggins
 
VP, Chief Investment Officer & Treasurer
(i)

(ii)
508,712
-------------
0
140,907
-------------
0
1,126
-------------
0
94,051
-------------
0
35,074
-------------
0
779,870
-------------
0
0
-------------
0
52James Wilson
 
VP Financial Operations (END 7/22)
(i)

(ii)
226,951
-------------
0
0
-------------
0
9,831
-------------
0
16,943
-------------
0
17,399
-------------
0
271,124
-------------
0
0
-------------
0
53Larry J Goodman MD
 
Interim President RUSH University (START 7/22)
(i)

(ii)
414,432
-------------
0
0
-------------
0
0
-------------
0
8,806
-------------
0
378
-------------
0
423,617
-------------
0
0
-------------
0
54Murray T Ancell
 
SVP & Chief Development Officer (START 9/22)
(i)

(ii)
151,810
-------------
0
0
-------------
0
38
-------------
0
22,871
-------------
0
2,652
-------------
0
177,370
-------------
0
0
-------------
0
55Rukiya Curvey Johnson
 
VP Community Health Equity (START 8/22)
(i)

(ii)
207,404
-------------
0
4,500
-------------
0
0
-------------
0
21,234
-------------
0
770
-------------
0
233,909
-------------
0
0
-------------
0
56Richard Byrne MD
 
Physician
(i)

(ii)
1,372,116
-------------
0
206,555
-------------
0
4,664
-------------
0
27,450
-------------
0
30,812
-------------
0
1,641,598
-------------
0
0
-------------
0
57Michael Liptay MD
 
Chairperson Cardiovascular/Thoracic Surgery
(i)

(ii)
1,249,064
-------------
0
183,850
-------------
0
5,164
-------------
0
24,400
-------------
0
39,554
-------------
0
1,502,032
-------------
0
0
-------------
0
58Keith Hood MD
 
Physician
(i)

(ii)
503,392
-------------
0
948,607
-------------
0
0
-------------
0
15,944
-------------
0
26,877
-------------
0
1,494,820
-------------
0
0
-------------
0
59Jochen Reiser MD PhD
 
Chairperson Dept of Internal Medicine
(i)

(ii)
791,918
-------------
0
368,312
-------------
0
1,770
-------------
0
19,977
-------------
0
18,655
-------------
0
1,200,631
-------------
0
0
-------------
0
60Deana Shenaq MD
 
Physician
(i)

(ii)
546,725
-------------
0
577,871
-------------
0
0
-------------
0
17,748
-------------
0
9,819
-------------
0
1,152,163
-------------
0
0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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 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. Omar B. Lateef DO was provided a housing benefit that was includable as compensation.
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 President & CEO at The Economic Club of Chicago, Commercial Club, and The Chicago Club. The Senior Vice President of Philanthropy & Chief Development Officer at the University Club. All memberships are used for RUSH fundraising and/or business activities.
Schedule J, Part I, Line 4a Severance or change-of-control payment Starting in FY2020, RUSH University Medical Center ("RUMC") undertook a multi-year management restructuring to decrease net expenses in executive salaries and benefits and redirect the savings toward expanded clinical efforts. Position eliminations, consolidations and separations resulted in certain severance and separation payments. All severance payments to former officers are reflected on the 990 for TY 2022. These rationalization initiatives extended to executive positions at RUSH University and across the RUSH University System for Health. Due to RUMC's role in defraying the vast majority of system-level expenses, the changes across the RUSH System have primarily impacted RUMC's financials. Although these severance/separation amounts show in the current 990 and future 990s, based on the inherent lag in reporting compensation on the 990, the actual cost was previously accrued by the organization and as a result the organization is currently able to reallocate expense budgets to clinical operations. The following received severance payments in 2022: Edward Conway - $116,129 Sherine Gabriel - $346,157 Wendy Cox-Largent - $169,880 Susan Freeman - $192,006
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The RUSH Executive Retirement Plan (the "RUSH ERP 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 2022 from this plan were as follows: David A Ansell MD - $114,719 Carl Bergetz JD - $29,793 Cynthia E Boyd MD - $46,003 Edward W Conway - $29,165 Wendy Cox-Largent - $27,895 Susan L Freeman MD, MS - $121,216 Sherine E Gabriel MD, MSc - $183,700 Richa Gupta - $8,835 Wayne Keathley - $165,197 Christine Kennedy - $40,964 K. Ranga Rama Krishnan MB, ChB - $320,257 Omar B Lateef DO - $132,116 Diane M McKeever - $105,554 Shonda Morrow - $33,957 Patricia S O'Neil MAE - $51,749 Angelique Richard PhD, RN, CENP - $13,437 Charlotte Royeen PhD - $40,291 Janet Stifter - $38,801 Denise N Szalko - $60,896 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) 2022

Additional Data


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Software Version: 2022v5.0

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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 , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
RUSH University Medical Center
 
Employer identification number
36-2174823
Part
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
Proceeds
A B C D
1 Amount of bonds retired ..................   55,180,000    
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 2020, 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 2020, 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          
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part
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          
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 % 0.48 %    
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 % 0.48 %    
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
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 the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X        
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
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? ........                
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
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
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 were used to refund 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 II, Line 11 Column A Other spent proceeds are refunding proceeds of the issue no longer in escrow
Schedule K, Part II, Line 11 Column B Other spent proceeds are refunding proceeds of the issue no longer in escrow
Schedule K, Part III, Line 6 Column A The amount of equity contributed to the financed projects exceeds the private business use and therefore results in no private business use percentage.
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) 2021

Additional Data


Software ID: 22016089
Software Version: 2022v5.0

Schedule L
(Form 990)
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
2021
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) 2021
Schedule L (Form 990) 2021
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Donor 27
 
Substantial Contributor 1,942,241 Services Rendered   No
(2) Donor 38
 
Substantial Contributor 149,149 Membership   No
(3) Donor 43
 
Substantial Contributor 1,869,317 Sale of Goods   No
(4) Donor 89
 
Substantial Contributor 296,675 Sale of Goods   No
(5) Donor 103
 
Substantial Contributor 8,367,318 Sale of Goods   No
(6) Donor 111
 
Substantial Contributor 11,145,380 Sale of Goods   No
(7) Donor 115
 
Substantial Contributor 18,069,395 Sale of Goods   No
(8) Donor 138
 
Substantial Contributor 7,464,201 Sale of Goods   No
(9) Donor 147
 
Substantial Contributor 132,833 Sale of Goods   No
(10) Donor 152
 
Substantial Contributor 995,516 Sale of Goods   No
(11) Donor 181
 
Substantial Contributor 1,049,811 Sale of Goods   No
(12) Donor 188
 
Substantial Contributor 176,327 Sale of Goods   No
(13) Donor 309
 
Substantial Contributor 100,519 Services Rendered   No
(14) Donor 311
 
Substantial Contributor 188,102 Sale of Goods   No
(15) Donor 321
 
Substantial Contributor 7,582,640 Services Rendered   No
(16) Donor 359
 
Substantial Contributor 94,504,683 Services Rendered   No
(17) Donor 361
 
Substantial Contributor 126,673 Services Rendered   No
(18) Donor 380
 
Substantial Contributor 1,032,725 Services Rendered   No
(19) Donor 388
 
Substantial Contributor 6,084,626 Sale of Goods   No
(20) Donor 389
 
Substantial Contributor 963,771 Services Rendered   No
(21) Donor 398
 
Substantial Contributor 13,627,846 Sale of Goods   No
(22) Donor 419
 
Substantial Contributor 117,725 Services Rendered   No
(23) Donor 448
 
Substantial Contributor 920,833 Services Rendered   No
(24) Paula Grabler
 
Family Member of David A Ansell, MD, current Officer 346,422 Wages   No
(25) Candice Brown
 
Family Member of Frederick M Brown, Jr., DNP, current Trustee 61,367 Wages   No
(26) Shiv K Patel
 
Family Member of Deval K Daily, current Officer 61,018 Wages   No
(27) Marc A Sarran MD
 
Family Member of Thomas Deutsch, MD, former Officer 333,070 Wages   No
(28) Michael D Brown MD
 
Family Member of Francesca Edwardson, current Trustee 575,877 Wages   No
(29) Vaishnavi Krishnan
 
Family Member of K Ranga Rama Krishnan, MB, ChB, former officer 66,798 Wages   No
(30) Najia Shakoor
 
Family Member of Omar Lateef, current Trustee and Officer 178,429 Wages   No
(31) Colin E Jensen
 
Family Member of Diane M. McKeever, current Officer 92,702 Wages   No
(32) Sandhya Gantla Reddy
 
Family Member of Vijaya B Reddy, MD, current Trustee 129,625 Wages   No
(33) Adrianna Rumoro
 
Family Member of Dino Rumoro, DO, MPH, FACEP, Current Officer 132,538 Wages   No
(34) Kyle Popovich
 
Family Member of Brian D Stein, MD, current Officer 265,924 Wages   No
(35) James Wyatt
 
Family Member of Kelly Sullivan, JD, current Officer 191,747 Wages   No
(36) Scott Blanchard
 
Family Member of Jeffrey R Snell, MD, current Trustee 150,523 Wages   No
(37) Kimberly Blanchard
 
Family Member of Jeffrey R Snell, MD, current Trustee 112,776 Wages   No
(38) Jennifer Earvolino
 
Family Member of Jeffrey R Snell, MD, current Trustee 323,292 Wages   No
(39) Michael J Boler
 
Family Member of Matthew J Boler, current Trustee 33,016 Wages   No
(40) Alison Coogan
 
Family Member of Christopher L Coogan, MD, former Trustee 63,898 Wages   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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 .. X 4,900 Market value
5 Clothing and household
goods .......
X 100 Market value
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 67 7,302,034 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 2 158,900 Market value
20 Drugs and medical supplies . X 3 28,261 Market value
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Gift Bags ) X 1 500 Market value
26 Other Right pointing arrow large image ( Airline Vouchers for Patients Seeking Care at RUMC ) X 2 121,600 Market value
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
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) (2022)
Schedule M (Form 990) (2022)
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 Books and publications - Number of contributions Drugs and medical supplies - Number of contributions Other - Gift Bags Number of contributions Other - Airline Vouchers for Patients Seeking Care at RUMC Number of contributions Clothing and household goods - Number of contributions Food inventory - Number of Contributions
Schedule M (Form 990) (2022)

Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE O
(Form 990)

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
2021
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 $ 77,620,598 including grants of $)(Revenue $ 58,267,913) 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 FY2023.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Christine A. Edwards, Adela Cepeda and Darrel H. Hackett - Business relationship, Robert F. Finke and Paul W. Theiss - Business relationship, Pamela Forbes Lieberman and Russell P. Smyth - Business relationship, Francis O. Idehen Jr. and Kelly McNamara Corley - Business relationship, Eric A. Reeves and Sam Yagan - Business relationship, Peter C. B. Bynoe, Esq. and William M. Goodyear - 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, Martin H. Nesbit and Kip Kirkpatrick - Business relationship, Joan E. Steel and Adela Cepeda - Business relationship, E. David Coolidge III and Francesca Maher Edwardson - Business relationship, Jay L. Henderson, Susan Crown, Jose Luis Prado. David H.B. Smith and Charles A. Tribbett, III - Business relationship, E. Scott Santi, Charles L. Evans, PhD and David C. Habiger - Business relationship, Martin H. Nesbitt and Sheila A. Penrose - Business relationship, Omar B. Lateef DO; Patricia S. O'Neil MAE; Peter C.B. Bynoe Esq.; Thomas E. Lanctot - Business relationship, Carl T. Bergetz JD; Peter C. B. Bynoe Esq.; E. David Coolidge III; Susan Crown; William A. Downe CM; Christine A. Edwards; William M. Goodyear; Sandra P. Guthman; Jay L. Henderson; Courtney L. Kammer MHA; Omar B. Lateef DO; Diane M. McKeever; Patricia S. O'Neil MAE; Stephen N. Potter; Robert A. Wislow - Business relationship, David A. Ansell MD; Gary E. McCullough; Patricia S. O'Neil MAE; Brian Stein MD, MS; Paul Casey MD, MBA, FACEP; Dino Rumoro DO, MPH - 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.
Form 990, Part VI, Line 6 Classes of members or stockholders RUSH System for Health is the sole corporate member of RUSH University Medical Center 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 RUSH University Medical Center (RUMC), RUSH System for Health 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 RUSH University Medical Center and RUSH Copley Medical Center, Inc. (RCMC), and the parent entity of the RUSH System, RUSH System for Health holds certain Reserved Powers over RUMC and RCMC 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 RUSH University Medical Center (RUMC) Board and the corporate officers of RUMC complete and return a conflicts of interests survey form. Any disclosures are reviewed by the Institutional Conflicts of Interest (ICOI) Committee which is a sub-Committee of the Audit Committee of the RUSH Board. The ICOI Committee makes any final determinations as deemed appropriate or necessary to manage, reduce or eliminate conflicts. 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 make transparency statements and 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 RUSH University Medical Center (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 RUSH University Medical Center (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 Jr., DNP; Melissa Browning, DNP; Vijaya B Reddy, MD; and Jeffrey R Snell, MD were compensated for their roles as employees not as trustees.
Form 990, Part VIII, Line 2f Other Program Service Revenue - Total Revenue: 55369878, Related or Exempt Function Revenue: 55369878, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: 2898035, Related or Exempt Function Revenue: 2898035, Unrelated Business Revenue: , 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 - 56407693; Non Controlling interest in subsidiary - 8072630;
Part VII Section A Effective December 6, 2023, the RUSH System for Health Board of Directors (the "System Board") approved and adopted a new Officers List, following review and recommendation by the RUSH University Medical Center Board (the "RUMC Board"), formally designating certain individuals as Officers of RUSH University Medical Center (the "RUMC") for purposes of federal tax filings and signatory authority on behalf of the entity moving forward. For the FY2024 IRS Form 990 tax return, RUMC will report on this revised list of 22 Officers.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
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
2021
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 127,871,344 12,696,504 Rush University Medical Center
 
(2) Vyridian Revenue Management
820 W Jackson Blvd
Chicago,IL60607
36-4208577
Billing Services IL 75,017 0 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 293,000 2,167,346 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
 
(7) Rush Oak Brook Orthopedic Center LLC
2011 York Road
Oak Brook,IL60523
35-2539357
Healthcare IL 7,095,500 48,919,537 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 NA
 
 
No
(7)RUMC's Self-Insurance Trust for Healthcare Pro Malpractice Comprehensive Ge
n Liability andor Workers' Comp Losses1700 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) 2021
Schedule R (Form 990) 2021
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) RUSH SURGICENTRE AT THE PROFESSIONAL BUILDING LP

1725 W HARRISON STREET
CHICAGO,IL60612
36-3853026
SURGERY CENTER IL Rush University Medical Center
 
Related 2,158,884 10,014,870   No     No 51.13 %
(2) RUSH COPLEY SURGICENTER LLC

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

2000 OGDEN AVENUE
AURORA,IL60504
61-1801175
HEALTHCARE IL NA
 
N/A                








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 1,726,147 31,104 100 % Yes  
(2) RUSH UNIVERSITY MEDICAL CENTER INSURANCE CO LTD

PO BOX 1051
  GRAND CAYMAN  
CJ
INSURANCE CJ Rush University Medical Center
 
C Corporation 134,742 38,876,028 100 % Yes  
(3) RUSH COPLEY MEDICAL GROUP NFP (COPLEY SERVICES)

2000 OGDEN AVENUE
AURORA,IL60504
36-3235315
PHYSICIAN PRACTICES IL RUSH COPLEY MEDICAL CENTER INC
 
C Corporation       Yes  
(4) PERPETUAL TRUSTS (14)

 
 
TRUSTS IL Rush University Medical Center
 
Trust       Yes  
(5) PERPETUAL TRUSTS (4)

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

 
 
TRUSTS 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 GA Rush University Medical Center
 
Trust       Yes  
(10) PERPETUAL TRUST

 
 
TRUST TX Rush University Medical Center
 
Trust       Yes  
(11) PERPETUAL TRUST

 
 
TRUST MO Rush University Medical Center
 
Trust       Yes  
(12) CHARITABLE GIFT ANNUITY (5)

 
 
GIFT ANNUITIES MA Rush University Medical Center
 
        Yes  
(13) CHARITABLE GIFT ANNUITY (9)

 
 
GIFT ANNUITIES IL Rush University Medical Center
 
        Yes  
(14) CHARITABLE GIFT ANNUITY (2)

 
 
GIFT ANNUITIES NV Rush University Medical Center
 
        Yes  
(15) RUSH UNIVERSITY MEDICAL CENTER MASTER RETIREMENT TRUST

1700 W VAN BUREN STREET
CHICAGO,IL60612
91-2043520
PENSION TRUST IL Rush University Medical Center
 
Trust 26,507,882 1,016,558,257 100 % Yes  
(16) Rush Health

1645 West Jackson Blvd
Suite 501
Chicago,IL606123276
36-3972171
Clinically Integrated Network IL NA
 
C Corporation       Yes  
(17) Rush Health ACO Inc

1645 West Jackson Blvd
Suite 501
Chicago,IL606123276
82-1632136
ACO IL NA
 
C Corporation       Yes  
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
Yes
 
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
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
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) Copley Memorial Hospital Inc

Q 8,032,123 Cost
(2) Room Five Hundred

A 1,519,368 FMV
(3) Copley Memorial Hospital Inc

K 400,132 FMV
(4) Rush University Medical Center Insurance Co LTD

M 4,831,579 Cost
(5) Rush Health

R 16,989,050 FMV
(6) Rush Health

M 16,140,363 FMV
(7) Rush Health

Q 26,642,209 FMV
(8) Rush Health

S 14,352,899 FMV
(9) RUSH Copley Medical Group NFP

M 113,750 FMV
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
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) 2021

Additional Data


Software ID: 22016089
Software Version: 2022v5.0