Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (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 |
||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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.).. | ||||||
| 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 | ||||
| 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 2023 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-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | 23017437 |
| Software Version: | 2023v6.0 |
| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 6,088,841 including grants of $)(Revenue $ 694,219) SRAlab's Henry B. Betts LIFE Center is a virtual and multimedia education center providing patient education and consumer health information for patients, families, staff and the community. Everything in the collection relates in some way to people living with a wide range of cognitive and physical impairments, chronic conditions or diseases affecting function. The website enables individuals across the globe to have access to current, peer-reviewed patient education and consumer health resources with real-time updates, printing on demand and a dashboard to save favorite resources for easy access. Resources such as the LIFE Center help individuals, and their families navigate the intricacies of health care and minimize the complexity of relevant health information. Having access to information empowers people to partner with their health care team to make the best choices for themselves, their families and engage in life-long learning. The Center's resources are organized according to eight topic areas: Medical Information and Care, Caregiving and Equipment, Housing and Transportation, Education and Employment, Support and Wellness, Recreation and Leisure, Finance and Law and Inspiration and Hope. LIFE web traffic in FY 2024 averaged 14,712 page views per month, up from 13,023 page views per month in FY 2023, with 176,554 page views annually, up from 156,274 page views annually in FY 2023 from more than 188 countries. This past year, the highest international web activity occurred in the United Kingdom, Australia, India, Canada, Philippines, and Germany. In FY 2024, total outreach and service efforts apart from web activity was 7,683 person contacts served which includes programs, classes, special events, resource requests, teaching activities, peer mentoring events and tours for patients, families, staff and the community. Sports and Fitness Program: The SRAlab Adaptive Sports and Fitness Program provides wellness opportunities to people with physical disabilities through sports and recreation as well as an accessible Fitness Center. All services offered in the adaptive sports program, which marked its 43rd year in FY 2024, are free of charge. The fitness programs, which celebrated its 28th anniversary, provides access to a 1-on-1 functional fitness activities and group fitness classes that operate between 6:15 am and 7 pm five days per week for a nominal participation fee. The sports and fitness program is funded primarily by grants and generous community donations and is operated by twelve full time equivalent staff. Additionally, volunteers logged nearly 8000 hours in FY 2024. The Shirley Ryan Adaptive Sports and Fitness Program is considered a national leader in health promotion for people with disabilities. In FY 2024 we continued to expand programming developing new initiatives to promote wellness opportunities for persons living with disabilities. The sports program recorded over 5800 visits by 490 registered participants, and the fitness program continues to provide services virtually, as well as, in person recording 5,600 one-on-one visits by its 230 registered participants in addition to 5,339 class visits, classes are held in person and virtually. A separate program for youth, the Tengelsen Family Foundation Sports for Kids program, recorded 776 visits by 120 Chicago area children with disabilities. Adaptive Sports and Fitness programs continue to develop community partnerships and collaborations that open doors for people living with a disability to lead an active healthy lifestyle. Vocational Rehabilitation Program: Beginning a career or returning to work following an illness or injury is important to a patient's financial security and emotional well-being. It can contribute to the achievement of a productive, independent and fulfilling life. For more than 50 years, the SRAlab has been providing comprehensive vocational rehabilitation services tailored to meet the needs of each client. Services include initial assessment, vocational counseling and guidance, diagnostic evaluation, work trial assessments, job analysis, return-to-work evaluations, job placement, resume writing, job interview workshops and internship coordination. The SRAlab covers the cost of initial assessments, which are not covered by most third-party payers. Patients receive vocational services at nine SRAlab facilities or via telehealth, ensuring that employment assistance is closely tied to community reintegration. During FY 2024 the program served 1132 clients. In the last year, we placed 96 individuals in jobs. Assistive Technology Programs: The Technology Center and the Wheelchair & Seating Center, comprise SRAlab's Assistive Technology Programs. In FY 2024, the Assistive Technology Programs served approximately 2,888 unique patients. The SRAlab Technology Center provides computer access training, smartphone/tablet access, augmentative communication evaluations/treatment, and electronic aids to daily living, including recommendations for home automation and modifications, for people with different or changing abilities. Occupational therapists and speech language pathologists evaluate and recommend equipment for each individual's needs. Through a lending library, or support from manufacturers facilitated by Technology Center staff, patients can try items before purchasing them or borrow them for short-term use due to changing needs. Staff members speak to universities, schools, organizations for people with disabilities, senior centers and the general public. We also provide continuing education lectures in assistive technology through assistive tech conferences and the SRALAB Academy. The center provides 1 to 2 home visits if the client can no longer come to SRALab following their evaluation. We have also integrated the use of telehealth appointments. Staff recommend applying for SRALab charity funds if Patient's insurance is maxed out. The Technology Center served a total of 1422 clients representing 567 inpatients, 393 Day Rehab clients, and 462 outpatients in the past fiscal year. Rehabilitation Engineering staff collaborate with other allied health clinicians to provide consultation, evaluation, and design of individual solutions to aid persons with different abilities to complete activities of daily living with increased independence at home, work, and in the community. Rehabilitation Engineering involves fabricating custom equipment and modifying commercially available equipment and objects to create unique, individualized solutions to help patients navigate obstacles encountered in daily life. SRAlab provides free care for services and products, and provides real-life design experience to students through Northwestern University's engineering design program. The Wheelchair & Seating Center staff evaluate and make recommendations for complex wheelchairs and customized seating systems for patients with significant mobility and postural needs. This includes manual wheelchairs; powered wheelchairs; custom-made and customized seat and back cushions to relieve pressure, prevent pressure sores, and maintain posture; alternative drive controls like sip and puff and head array systems; that help clients maintain or increase their mobility and independence, at home, work, or in the community. During FY24 the Wheelchair & Seating Center continued to use telehealth appointments to serve our patients that were unable to attend an in person appointment. We served a total of 1466 patients, including 824 inpatients and 642 outpatients this past fiscal year. |
| Form 990, Part VI, Line 1a | THE BYLAWS ALLOW FOR FOUR STANDING COMMITTEES: (i) COMPENSATION AND LEADERSHIP DEVELOPMENT; (ii) FINANCE & AUDIT; (iii) TRANSLATIONAL MEDICINE; AND (iv) INVESTMENT. AN ADVISORY COMMITTEE CONSISTING OF ALL FORMER BOARD CHAIRS SHALL ALSO CONSTITUTE A STANDING COMMITTEE. ADVISORY COMMITTEE MEMBERS PARTICIPATE IN FUNDRAISING ACTIVITIES AND UNDERTAKE SPECIAL ASSIGNMENTS. THE FINANCE AND AUDIT COMMITTEE HAS FINANCIAL OVERSIGHT RESPONSIBILITIES AND CORPORATE INTEGRITY OVERSIGHT. THE INVESTMENT COMMITTEE IS RESPONSIBLE FOR THE MANAGEMENT OF FUNDS AND OVERSEES INVESTMENT POLICY. THE TRANSLATIONAL MEDICINE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF TRANSFORMATION OF CLINICAL CARE AND PRACTICE. COMPENSATION AND LEADERSHIP COMMITTEE IS RESPONSIBLE FOR RECOMMENDING COMPENSATION POLICIES AND PROGRAMS AS WELL AS LEADERSHIP AND SUCCESSION PLANNING. IN ADDITION, SPECIAL COMMITTEES MAY BE APPOINTED AS CIRCUMSTANCES WARRANT. |
| Form 990, Part VI, Line 3 Delegation of management duties | Crothall Services Group managed our facilities and housekeeping services; Morrison Management Specialists managed our food services, and Pharmacy Systems, Inc. managed our pharmacy. No officers, directors, trustees, or key employees (current or former) received compensation from any of these companies. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | Rehabilitation Institute, Inc. (RII) is the sole corporate member of SRAlab. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | As the sole corporate member of SRALAB, RII has the following rights, with respect to the organization's governing body: -Appoint all the Directors of the Corporation. -Nominate to the Corporation's Board of Directors all candidates for selection as well as the Corporation's Chairman, Vice Chair(s) and President & Chief Executive Officer. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | As the sole corporate member of the organization, RII shall have powers and voting rights to do the following: (a) appoint all the Directors of the Corporation. (b) Nominate to the Corporation's Board of Directors all candidates for selection as the Corporation's Chairman, Vice Chair(s) and President & Chief Executive Officer. (c) Approve expressly all amendments to the Corporation's articles of incorporation and Bylaws. (d) Approve each annual budget and long-range plan of the Corporation. (e) Approve each annual list of proposed donors and amounts of donations or grants not included in the annual budget, and make proposals to deviate therefrom throughout each year in excess of $50,000. (f) Approve any contract or loan obligating the Corporation to expend or repay an amount in excess of $250,000 which was not included in a previously approved annual budget, shall be subject to Member approval. (g) Approve all plans of merger, consolidation, or voluntary dissolution and the creation of any subsidiary organization. (h) Approve the sale, lease, exchange, mortgage, pledge or other disposition of all or substantially all, the property and assets of the Corporation. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | First, the Form 990 is prepared internally. Then, a third party tax preparer reviews the Form 990 in its entirety and presents their results to the finance and audit committee . Next, it is reviewed internally by executive leadership. Finally, it is presented electronically to the full Board. |
| Form 990, Part VI, Line 12c Conflict of interest policy | All newly hired employees are required to complete a conflict of interest disclosure form at the time of new-employee orientation. In addition, all employees are required to complete such a form on an annual basis. Directors and Officers complete a Conflict of Interest Questionnaire on an annual basis. THE COMPLIANCE DEPARTMENT REVIEWS ALL DISCLOSURES. THIS DEPARTMENT DETERMINES IF A CONFLICT OF INTEREST EXISTS. IF ONE EXISTS, IT IS DISCUSSED WITH VICE PRESIDENTS AND MANAGED BY THE COMPLIANCE DEPARTMENT. ADDITIONALLY, THIS INFORMATION IS SUMMARIZED AND SHARED WITH THE FINANCE AND AUDIT COMMITTEES OF THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The Compensation and Leadership Development Committee of the Board has authority to approve total compensation for the CEO, officers, and key employees; an independent consultant specializing in the field of executive compensation and benefits is hired by the Compensation and Leadership Development Committee of the Board to review and provide an opinion about the executive compensation; namely, that it is fair, reasonable and market appropriate. During the annual review and approval of the total compensation, documentation of the decision related to total compensation for the CEO, officers, and key employees was recorded in the minutes. The individuals involved were not present when their compensation was decided. SRAlab, acting through its Compensation and Leadership Development Committee of the Board, performed all of the above procedures to obtain the rebuttable presumption respecting compensation arrangements (per IRC Section 4958). The process for reviewing and approving compensation is undertaken annually and was last performed in Nov of the tax period covered by this return. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | See narrative for Line 15a |
| Form 990, Part VI, Line 19 Required documents available to the public | The Governing documents, conflict of interest policy and financial statements are made available to the public upon request after thorough consideration for their use. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Other - Total Revenue: 4355248, Related or Exempt Function Revenue: 4355248, 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 | Pension Adjustment - 11785542; Interest Rate Swap - -705591; |
| Software ID: | 23017437 |
| Software Version: | 2023v6.0 |