TY 2024 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) Christine Sobek...................................................................... CHAIRMAN OF THE BOARD/DIRECTOR	1.0 ................. 3.0	X	X	0	0	0
(2) John Diederich MA MBA FACHE...................................................................... President & CEO/Director	40.0 ................. 5.0	X	X	1,303,036	0	48,416
(3) Trish Anen...................................................................... VICE CHAIRMAN OF THE BOARD/DIRECTOR	1.0 ................. 3.0	X	X	0	0	0
(4) Bruce W Dienst...................................................................... DIRECTOR	1.0 ................. 3.0	X		0	0	0
(5) Carl T Bergetz JD...................................................................... Chief Legal Officer, RUSH & Board Secretary, CMH (START 11/24)	1.0 ................. 46.0	X		0	1,152,334	183,008
(6) Catherine Cederoth...................................................................... DIRECTOR	1.0 ................. 3.0	X		0	0	0
(7) Christopher Hwang MD START 1124...................................................................... VICE CHIEF OF STAFF, DIRECTOR	1.0 ................. 2.0	X		0	0	0
(8) Colette Rozanski START 225...................................................................... DIRECTOR	1.0 ................. 2.0	X		0	0	0
(9) Dave Mead...................................................................... DIRECTOR	1.0 ................. 2.0	X		0	0	0
(10) Gaurav Shah MD START 924...................................................................... CHIEF OF STAFF/DIRECTOR	40.0 ................. 2.0	X		1,066,451	0	47,235
(11) Jae B Joo MD End 1224...................................................................... IMMEDIATE PAST CHIEF OF STAFF/DIRECTOR	40.0 ................. 2.0	X		816,958	0	44,712
(12) James Baka...................................................................... DIRECTOR	1.0 ................. 2.0	X		0	0	0
(13) Jeffrey Tack...................................................................... Treasurer, CMH (Start 11/24)	1.0 ................. 44.0	X		0	394,234	26,315
(14) Joe Jackson START 225...................................................................... DIRECTOR	1.0 ................. 2.0	X		0	0	0
(15) Kalpesh Patel MD End 1224...................................................................... IMMEDIATE PAST VICE CHIEF OF STAFF/DIRECTOR	1.0 ................. 2.0	X		0	0	0
(16) Mark C Metzger...................................................................... DIRECTOR	1.0 ................. 2.0	X		0	0	0
(17) Maureen Strobl...................................................................... DIRECTOR	1.0 ................. 2.0	X		0	0	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) Michael Smith........................................................................ DIRECTOR	1.0 .......................2.0	X					0	0
(19) Patrick Carmody........................................................................ DIRECTOR	1.0 .......................2.0	X					0	0
(20) Richard Edelman........................................................................ DIRECTOR	1.0 .......................2.0	X					0	0
(21) Ronald Hem........................................................................ DIRECTOR	1.0 .......................2.0	X					0	0
(22) Santosh Gill MD........................................................................ DIRECTOR	1.0 .......................2.0	X					0	0
(23) Susan Corbridge START 225........................................................................ DIRECTOR	1.0 .......................2.0	X					0	0
(24) Susana Rivera-Mills PhD........................................................................ DIRECTOR	1.0 .......................2.0	X					0	0
(25) Syed Zaidi MD End 1224........................................................................ Director	40.0 .......................2.0	X					699,138	29,190
(26) Brenda Van Wyhe END 225........................................................................ SR. VP FINANCE & CFO/TREASURER	40.0 .......................3.0		X				605,795	37,262
(27) Abigail Hornbogen........................................................................ VP. PATIENT CARE & CNO	40.0 .......................0			X			356,475	39,765
(28) Alex Pope........................................................................ VP. PHILANTHROPY & CDO	1.0 .......................40.0			X			336,769	21,117
(29) David Petasnick........................................................................ ASSISTANT VP, ANCILLARY SVCS	40.0 .......................0			X			273,943	35,268
(30) Mary F Shilkaitis........................................................................ SR VP Operations & COO	40.0 .......................1.0			X			549,785	35,080
(31) Arif Saleem MD........................................................................ PHYSICIAN	40.0 .......................0				X		1,059,990	40,244
(32) Craig Weinstein MD........................................................................ PHYSICIAN	40.0 .......................0				X		1,052,976	40,921
(33) Gaurav Sharma MD........................................................................ PHYSICIAN	40.0 .......................0				X		1,055,194	40,223
(34) John Pinnello MD........................................................................ PHYSICIAN	40.0 .......................0				X		994,312	46,345
(35) Jonathan L Tueting MD........................................................................ PHYSICIAN	40.0 .......................0				X		1,631,805	44,712
(36) Ryan Asmus End 224........................................................................ FORMER VP GENERAL COUNSEL/SECRETARY	40.0 .......................3.0					X	827,833	1,557
(37) Steve B Lowenthal MD END 623........................................................................ FORMER SR. VP MEDICAL AFFAIRS & CMO	0.0 .......................0					X	544,128	0

(A) Name and business address	(B) Description of services	(C) Compensation
TRIMEDX PO BOX 636129 CINCINNATI,OH452636129	EQUIPMENT MAINTENANCE	4,726,203
SODEXO PO BOX 536922 ATLANTA,GA303536922	FOOD AND CLEANING SERVICES	4,407,284
NORTHSTAR ANESTHESIA PO BOX 226804 DALLAS,TX752226804	ANESTHESIA SERVICES	3,830,524
MEDICUS HEALTHCARE SOLUTIONS 22 ROULSTON ROAD WINDHAM,NH03087	ANESTHESIA SERVICES	2,400,902
GUARDIAN ANESTHESIA ASSOC 1690 DUNLAWTON AVENUE 130 PORT ORANGE,FL32127	ANESTHESIA SERVICES	1,794,938
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 28

- TIN:

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.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

Copley Memorial Hospital Inc

Employer identification number

36-2170840

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

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

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

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

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

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

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

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

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

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

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

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

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

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

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

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

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

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

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

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

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


Total

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

Cat. No. 11285F

Schedule A (Form 990) 2024

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)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

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

First 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

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. 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—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

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

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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.)..

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

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

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

Schedule A (Form 990) 2024

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

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer 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).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

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

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

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).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined 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.

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.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

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

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

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

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.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in 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.

Section E. Type III Functionally-Integrated Supporting Organizations

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

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

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

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

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

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

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

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

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

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

Schedule A (Form 990) 2024

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 2024 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-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

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) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

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

OMB No. 1545-0047

Name of the organization

Copley Memorial Hospital Inc

Employer identification number

36-2170840

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

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

Special Rules

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

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

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

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization Copley Memorial Hospital Inc

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization Copley Memorial Hospital Inc		Employer identification number 36-2170840

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization Copley Memorial Hospital Inc			Employer identification number 36-2170840
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

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

right arrow

Complete if the organization is described below. 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

2024

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

Copley Memorial Hospital Inc

Employer identification number

36-2170840

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

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

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

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

Yes No

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

Yes No

If "Yes," describe in Part IV.

Part I-C

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

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

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

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

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

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

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

Cat. No. 50084S

Schedule C (Form 990) 2024

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 right arrow

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

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

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2021	(b) 2022	(c) 2023	(d) 2024	(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) 2024

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

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

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

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

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

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

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

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

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

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

Yes

63,829

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

63,829

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

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

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

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

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

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

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

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

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

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

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

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

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

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

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	COPLEY MEMORIAL HOSPITAL, INC. IS A MEMBER OF VARIOUS ORGANIZATIONS THAT ADVOCATE ON LEGAL AND POLICY ISSUES THAT AFFECT HEALTHCARE. A PORTION OF THE ANNUAL MEMBERSHIP DUES PAID BY COPLEY MEMORIAL HOSPITAL, INC. TO THESE ORGANIZATIONS IS ATTRIBUTABLE TO LOBBYING ACTIVITIES.

Schedule C (Form 990) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

Copley Memorial Hospital Inc

Employer identification number

36-2170840

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

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

Number of states where property subject to conservation easement is located right arrow

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

Yes No

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

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

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under 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.

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

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

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

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

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

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

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	32,722,023	20,106,408	15,852,351	16,582,486	13,390,581
b	Contributions ...	233,815	4,005,257	4,031,948	3,122,324	843,098
c	Net investment earnings, gains, and losses	3,825,416	17,276,384	1,693,594	-2,444,977	3,086,208
d	Grants or scholarships ...	0	0	0	0	0
e	Other expenditures for facilities and programs ...	1,159,218	8,666,026	1,471,485	1,407,482	737,401
f	Administrative expenses ....	0	0	0	0	0
g	End of year balance ......	35,622,036	32,722,023	20,106,408	15,852,351	16,582,486

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

Board designated or quasi-endowment right arrow

80.7 %

Permanent endowment right arrow

12.6 %

Term endowment right arrow

6.7 %

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

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

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

Yes

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

Yes

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 .....	19,583,316		19,583,316
b	Buildings ....	297,570,474	168,167,143	129,403,331
c	Leasehold improvements	7,072,750	4,854,038	2,218,712
d	Equipment ....	168,209,567	118,550,593	49,658,974
e	Other .....	1,160,239		1,160,239
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				202,024,572

Schedule D (Form 990) (Rev. 1-2025)

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.........
(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.)

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.)

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)DUE FROM RELATED PARTIES				194,987,180
(2)INVESTMENT IN AFFILIATES				22,991,066
(3)MALPRACTICE GROSS UP				5,732,595
(4)RIGHT OF USE ASSET				18,856,992
(5)OTHER RECEIVABLES				2,379,498
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				244,947,331

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
Federal Income Taxes
LONG TERM SERP	806,983
LONG TERM MARKET ADJUST SWAP LIABILITY	2,680,686
DUE TO RELATED PARTY	76,147,936
UNAMORTIZED BOND DISCOUNT	-416,257
SHORT TERM/LONG TERM LEASE LIABILITY	19,435,907
COVID-19 MEDICARE ADVANCE
LONG TERM DEFERRED RENT OBLIGATION	466,928
LONG TERM 457B	13,411,286
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	112,533,469
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) (Rev. 1-2025)

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	0
e	Add lines 2a through 2d .....................			2e	0
3	Subtract line 2e from line 1..................			3	0
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	0
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	0

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	0
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	0
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	0
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	0

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

RUSH COPLEY FOUNDATION HOLDS THE VORIS (INCOME FOR CMH CANCER CARE), KOBISK (BOARD RESTRICTED INCOME TO CMH), COPLEY (INCOME RESTRICTED TO HOSPITAL OPERATIONS), DOBBINS (INCOME FOR CMH WOMEN'S HEALTH), AND MOVEMENT DISORDER (INCOME FOR CMH MOVEMENT DISORDER PROGRAM) ENDOWMENTS. RUSH COPLEY FOUNDATION ALSO HOLDS THE FOLLOWING QUASI ENDOWMENTS: NURSING (INCOME FOR CMH FUTURE OF NURSING SCHOLARSHIPS). FOX VALLEY HEART (INCOME FOR THE HEART INSTITUTE), PROMISE FUND (INCOME FOR EMPLOYEE HARDSHIPS), PART V, LINE 4: C/O RUSH COPLEY MEDICAL CENTER 36-2170840 COPLEY MEMORIAL HOSPITAL, INC. AND WATERFORD PLACE (INCOME FOR CMH CANCER RESOURCE CENTER) ENDOWMENTS. THESE FUNDS ARE HELD FOR THE BENEFIT OF COPLEY MEMORIAL HOSPITAL.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

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

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

Copley Memorial Hospital Inc

Employer identification number

36-2170840

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

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

Yes

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

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

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

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other 30000 %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other 60000 %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

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

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

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

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

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

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

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(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) . . .			13,233,056		13,233,056	3.072 %
b	Medicaid (from Worksheet 3, column a) . . . . .			107,607,466	83,194,191	24,413,275	5.667 %
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	120,840,522	83,194,191	37,646,331	8.740 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).		1,468	74,508	317	74,191	0.017 %
f	Health professions education (from Worksheet 5) . . .		1,653	6,321,807	1,504,441	4,817,366	1.118 %
g	Subsidized health services (from Worksheet 6) . . . .			55,395,820	528,981	54,866,839	12.737 %
h	Research (from Worksheet 7) .					0	0 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .			77,126		77,126	0.018 %
j	Total. Other Benefits . .	0	3,121	61,869,261	2,033,739	59,835,522	13.891 %
k	Total. Add lines 7d and 7j .	0	3,121	182,709,783	85,227,930	97,481,853	22.630 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024

Schedule H (Form 990) 2024

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					0	0 %
4	Environmental improvements					0	0 %
5	Leadership development and training for community members					0	0 %
6	Coalition building					0	0 %
7	Community health improvement advocacy					0	0 %
8	Workforce development		20	286,133		286,133	0.066 %
9	Other			119,334	12,500	106,834	0.025 %
10	Total	0	20	405,467	12,500	392,967	0.091 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

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

Yes

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

16,244,187

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. ......

1,624,419

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

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

66,897,795

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

84,020,703

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

-17,122,908

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

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

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2024

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
1	COPLEY MEMORIAL HOSPITAL INC 2000 OGDEN AVE AURORA,IL605044206 WWW.RUSHCOPLEY.COM 2150791	X	X	X	X

Schedule H (Form 990) 2024

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)

	COPLEY MEMORIAL HOSPITAL INC
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

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

A definition of the community served by the hospital facility

Demographics of the community

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

How data was obtained

The significant health needs of the community

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

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

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

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

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 24

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

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

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

Yes

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

Hospital facility’s website (list url): https://www.rush.edu/about-us/rush-community/chnachip-reports-and-cbr/rush-copley-chna-report

Other website (list url):

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

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 24

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

Yes

If "Yes" (list url): https://www.rush.edu/about-us/rush-community/chnachip-reports-and-cbr/rush-copley-chna-report

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

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

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

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	COPLEY MEMORIAL HOSPITAL INC
Name of hospital facility or letter of facility reporting group

Yes

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

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

Yes

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

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 300.0%
and FPG family income limit for eligibility for discounted care of 600.0%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

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

Yes

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

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

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

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

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

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

Other (describe in Section C)

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

Yes

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

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

https://www.rush.edu/patients-visitors/financial-assistance

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

https://www.rush.edu/patients-visitors/financial-assistance

A plain language summary of the FAP was widely available on a website (list url):
https://www.rush.edu/patients-visitors/financial-assistance

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

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

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

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

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

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

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	COPLEY MEMORIAL HOSPITAL INC
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

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

The hospital facility’s policy was not in writing

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

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

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

	COPLEY MEMORIAL HOSPITAL INC
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

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

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

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

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2024

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 - COPLEY MEMORIAL HOSPITAL INC. Rush Copley utilizes four key methods used in the data and information collection and analysis component of the assessment process that are critical in developing an accurate picture of the health of the community served. 1. Partnering with the local county (Kane & Kendall) health departments. Rush Copley collaborates with the Kane County and Kendall County health departments, as well as other community partners and other local health providers/experts (including AMITA Health Mercy Medical Center, AMITA Health Saint Joseph Hospital, Northwestern Medicine Delnor Hospital, Advocate Sherman Hospital, and the INC Board), to develop and implement their respective CHAs/CHIPs. Through these collaborations, the hospital actively participated in the identification and prioritization of needs and the development of improvement strategies for key topics that would improve the health and well being of the residents of the respective counties. In addition, as a part of the Kane Health Counts Collaborative, Rush Copley partnered with Conduent Healthy Communities Institute (HCI) to conduct provide a specific Rush Copley CHNA as a derivative of the Kane County CHNA. 2. Community Health Surveys. Rush Copley contracted with Conduent HCI to conduct an online health status survey of adult residents from the community served. The survey questions related to top health needs in the community, individuals' perception of their overall. It included 47 questions and was available in both English and Spanish to seek resident feedback on the communities' needs. 1,515 adult participants responded. Rush Copley conducted an additional online survey specially among the PSA and obtained 711 responses. They survey was available online, in English and Spanish and included 20 questions. 3. Focus Groups and Key Informant Surveys. Two key informant surveys, three Kane Health Counts Focus Groups and six RCMC focus groups provided unique perspectives of the health needs in the community from residents, patients, healthcare leaders and experts. 4. Extensive Secondary Data Analysis. Rush Copley accessed 40+ local, state and national sources of health data and information. These data indicators aligned & compared to the FY13, FY16, FY19 CHNAs and Healthy People 2030 data and goals. THE HOSPITAL'S COMMUNITY HEALTH NEEDS ASSESSMENT CAN BE ACCESSED AT: https://www.rush.edu/about-us/rush-community/chnachip-reports-and-cbr/rush-copley-chna-report
Schedule H, Part V, Section B, Line 6a Facility , 1	Facility , 1 - ASCENSION MERCY, ASCENSION ST. JOSEPH, ADVOCATE SHERMAN AND NORTHWESTERN (DELNOR). RUSH COPLEY MEDICAL CENTER CONDUCTS THE CHNA THROUGH KANE HEALTH COUNTS WHICH IS A COLLABORATION AMONG THE KANE COUNTY HEALTH DEPARTMENT, INC MENTAL HEALTH ALLIANCE AND ALL FIVE HOSPITALS IN KANE COUNTY WHICH INCLUDE RUSH COPLEY MEDICAL CENTER, ASCENSION MERCY (FORMALLY AMITY MERCY), ASCENSION ST. JOSEPH (FORMALLY AMITA ST. JOSEPH), ADVOCATE SHERMAN AND NORTHWESTER DELNOR. WE ALL FORM PART OF THE KANE HEALTH COUNTS EXECUTIVE COMMITTEE. THE COMMITTEE SELECTED A THIRD PARTY VENDER, CONDUENT HEALTHY COMMUNITIES INSTITUTE, THAT PERFORMED PRIMARY DATA AND SECONDARY DATA ANALYSIS FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT. THE PRIMARY DATA COLLECTION INCLUDED A COMMUNITY SURVEY AND FOCUS GROUPS CONDUCTED IN ENGLISH AND SPANISH. THE SECONDARY DATA ANALYSIS INCLUDED A COMPREHENSIVE SET OF MORE THAN 200 COMMUNITY HEALTH AND QUALITY OF LIFE INDICATORS COVERING OVER 26 TOPIC AREAS. RUSH COPLEY'S CHNA STEERING COMMITTEE LEADS THE PROCESS TO IDENTIFY, PRIORITIZE AND DEVELOP STRATEGIES TO ADDRESS THE TOP HEALTH ISSUES IN THE COMMUNITY AND DEVELOP THE THREE YEAR COMMUNITY HEALTH IMPLEMENTATION PLAN.
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - KANE COUNTY COUNTS. RUSH COPLEY MEDICAL CENTER CONDUCTS THE CHNA THROUGH KANE HEALTH COUNTS WHICH IS A COLLABORATION AMONG THE KANE COUNTY HEALTH DEPARTMENT, INC MENTAL HEALTH ALLIANCE AND ALL FIVE HOSPITALS IN KANE COUNTY WHICH INCLUDE RUSH COPLEY MEDICAL CENTER, ASCENSION MERCY (FORMALLY AMITY MERCY), ASCENSION ST. JOSEPH (FORMALLY AMITA ST. JOSEPH), ADVOCATE SHERMAN AND NORTHWESTER DELNOR. WE ALL FORM PART OF THE KANE HEALTH COUNTS EXECUTIVE COMMITTEE. THE COMMITTEE SELECTED A THIRD PARTY VENDER, CONDUENT HEALTHY COMMUNITIES INSTITUTE, THAT PERFORMED PRIMARY DATA AND SECONDARY DATA ANALYSIS FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT. THE PRIMARY DATA COLLECTION INCLUDED A COMMUNITY SURVEY AND FOCUS GROUPS CONDUCTED IN ENGLISH AND SPANISH. THE SECONDARY DATA ANALYSIS INCLUDED A COMPREHENSIVE SET OF MORE THAN 200 COMMUNITY HEALTH AND QUALITY OF LIFE INDICATORS COVERING OVER 26 TOPIC AREAS. RUSH COPLEY'S CHNA STEERING COMMITTEE LEADS THE PROCESS TO IDENTIFY, PRIORITIZE AND DEVELOP STRATEGIES TO ADDRESS THE TOP HEALTH ISSUES IN THE COMMUNITY AND DEVELOP THE THREE YEAR COMMUNITY HEALTH IMPLEMENTATION PLAN.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - COPLEY MEMORIAL HOSPITAL INC. Rush Copley identified the following as the top health needs in the community to be addressed in the implementation strategy in the 2022 Community Health Needs Assessment. FY 25 is the third year of the Community Health Improvement Plan for the identified needs. 2022 Community Health Needs Assessment 1. Chronic Disease: Health Behaviors and Management: Reduce health behaviors related to chronic health conditions and increase management of chronic disease in the community. 2. Behavioral Health (mental health and substance abuse): Increase awareness of behavioral health conditions and navigation of behavioral health services in the community. Continue focusing on reducing the misuse of opioids and opioid-related deaths. 3. Inequities in Vulnerable Populations: Reduce inequities caused by the social, economic, and structural determinants of health 4.Access to Health Services: Leverage patient and community-driven data to advance health equity. FY23-25 Community Health Implementation Plan Goal 1: Chronic Disease: Health Behaviors and Management: Reduce health behaviors related to chronic health conditions and increase management of chronic disease in the community. A. Promise Pantry: Combating Food Insecurity in Our Community - Rush Copley Medical Center formed a multidisciplinary Food Insecurity Committee in 2017 to explore strategies for addressing food insecurity in healthcare. By 2021, the committee launched the Rush Copley Promise Pantry, providing patients who screen positive for food insecurity with a Promise Pantry bag and resources to local food pantries. The program expanded in 2022 through a long-term partnership with Loaves & Fishes Community Services, creating a scalable and sustainable model. The Rush Copley Promise operates eight micro pantries across the medical center, utilizing two distinct approaches: an open-access pantry and a screen-and-intervene model. In FY25, the Rush Copley Promise Pantry distributed 1,196 pantry bags to patients who screened positive for food insecurity. B. Rush Walk for Wellness and VNA Walk with a Doc Program Rush Copley Medical Center's "Rush Walk for Wellness" program partnered with VNA Health Care's "Walk with a Doc" initiative to promote physical activity, enhance mobility, and strengthen community connections. The walks took place at two Fox Valley Park District locations within Anchor Mission RCMC neighborhoods: Coach Wilber Walter Park on Aurora's West Side and Church Road Park on Aurora's East Side. C. Rush Copley Collaboration with VNA Health Care's Walk with a Doc Local Federally Qualified Health Center, VNA Health Care, hosts an annual and bi-monthly walking program called "Walk with a Doc." The program includes a short educational presentation from a healthcare provider, followed by a group walk for the remainder of the hour-long session. Rush Copley provides support with participating in educational presentations. During the spring and summer, the program takes place at two local parks in collaboration with the Fox Valley Park District. In the fall and winter, it transitions to the Rush Copley Healthplex, which provides access to an indoor track. This program promotes physical activity, health education, and practical steps to prevent and manage chronic health conditions. D. Movement Disorders Program Rush Copley's Movement Disorders Program is a community-based initiative dedicated to supporting and managing Parkinson's disease, essential tremor, dystonia, ataxia, and other movement disorders. The program focuses on helping participants improve and maintain mobility, coordination, and overall quality of life. In FY25, offerings were delivered in a hybrid format and included monthly support groups for participants and their care partners/caregivers, exercise classes, and music therapy. These services reached 156 participants, reinforcing the program's commitment to comprehensive care and ongoing management for individuals living with movement disorders. E. Waterford Place Cancer Resource Center Waterford Place Cancer Resource Center, part of Rush Copley Medical Center, celebrated its 10th anniversary this year, continuing to make a meaningful difference for those affected by cancer by providing free programs and services, thereby eliminating financial barriers to care for patients, survivors, and caregivers. Offerings include wellness and exercise, salon and spa, educational programs, and integrative medicine services, with bilingual options in Spanish to ensure accessibility. In FY25, Waterford Place hosted about 40 programs each month, delivered in-person and hybrid, serving 925 individuals and welcoming 6,915 visits. Rush Copley healthcare professionals actively contributed by providing educational presentations, programs, and services, reinforcing the center's commitment to improving quality of life for the cancer community. Goal 2 Behavioral Health (mental health and substance abuse): Increase awareness of behavioral health conditions and navigation of behavioral health services in the community. Continue focusing on reducing the misuse of opioids and opioid-related deaths. A. Harm Reduction Access: Naloxone Dispensing Machine Rush Copley partnered with the Kane County Health Department to install a naloxone dispensing machine in the waiting area of the Emergency Department, launching the initiative in December 2024. Naloxone is a life-saving medication that reverses opioid overdoses, and the dispenser allows community members to pick up naloxone anonymously and free of charge. Located at Rush Copley's Aurora campus, the dispenser provides 24/7 access, ensuring that help is available when needed-whether for an individual, a loved one, or a bystander. This initiative aligns with Rush Copley's Community Health Improvement Plan and supports the health department's broader opioid response strategy, which emphasizes harm reduction as a critical approach to preventing overdose deaths and reducing barriers to care. In FY25, 192 naloxone kits were distributed through the dispenser, expanding access to critical overdose intervention resources and promoting community safety. B. Integrated Mental Health Warm Handoff Pilot in Primary Care Rush Copley's Family Medicine Residency Department launched a pilot program in November 2024 in collaboration with a local community-based mental health organization to provide warm handoffs to mental health services in the primary care setting. Patients who screened positive or expressed a need for mental health support were given a list of resources, and those who elected family counseling services were connected in real time with an appointment and team members from Family Counseling Services. This approach ensures immediate access to care and reduces barriers for patients seeking mental health support. In FY25, 43 patients were successfully connected with mental health services through Family Counseling Services, strengthening continuity of care and promoting overall well-being. C. Connecting Patients to Substance Abuse Treatment In August of 2024, Rush Copley Medical Center partnered with Gateway Foundation, a leading substance use treatment center, to address the complex needs of patients struggling with substance abuse. This collaboration ensures a Warm Handoff process, where Rush Copley care managers work directly with Gateway Engagement Specialists to connect patients to treatment and resources without delay. By eliminating barriers to care and offering personalized support, the program helps patients access critical services. For those who decline treatment, educational resources and follow-up engagement are provided to encourage future participation. In FY25, 130 patients were connected with Gateway Foundation Engagement Specialists to discuss treatment options and resources, demonstrating Rush Copley's commitment to meeting patients where they are and improving access to care through strategic partnerships. Goal 3 Inequities in Vulnerable Populations: Reduce inequities caused by the social, economic, and structural determinants of health A. Screening for Social Determinants of Health Rush Copley Medical Center recognizes that social determinants of health (SDoH)-including housing, utility challenges, food security, transportation, and interpersonal safety-play a critical role in patient outcomes and overall well-being. To proactively address these factors, the medical center implemented routine SDOH screenings to identify barriers impacting care. In FY25, 10,367 patients were screened, and 813 individuals screened positive for social needs. Each patient who screens positive for SDoH meets with a social work care manager and receives a customized resource list through Untie Us tailored to their zip code
Schedule H, Part V, Section B, Line 11 Facility , 2	Facility , 2 - COPLEY MEMORIAL HOSPITAL, INC. and geographic location, ensuring access to relevant community support. By addressing these social needs, Rush Copley helps reduce barriers to care, improve health outcomes, and lower the risk of hospital readmission, reinforcing its commitment to health equity and comprehensive patient care. B. Rush Copley's Youth Career Exploration Initiatives Rush Copley continues to invest in the future healthcare workforce through comprehensive youth career exploration programs. These initiatives provide local high school students with hands-on experiences and exposure to diverse healthcare professions, while promoting health equity through education and access. Onsite Internship Department Rotations In partnership with area schools, Rush Copley hosted onsite internship rotations for 71 students from the Fox Valley community in FY25. Participating school districts included Oswego Community Unit School District 308, with 36 students from Oswego East High School and Oswego High School; West Aurora School District 129, with 8 students from West Aurora High School; and Yorkville Community Unit School District 115, with 27 students from Yorkville High School. These rotations allowed students to explore multiple departments, gain practical insights, and learn about career pathways in healthcare. The program provided exposure to diverse healthcare roles, helping students understand careers beyond traditional clinical positions and increasing representation in underserved communities. It also promoted academic and career readiness by offering hands-on experience that prepares students for post-secondary education and healthcare careers. Additionally, by engaging local schools, Rush Copley reduced barriers to access, creating equitable opportunities for professional networking and mentorship. Youth Career Fairs and Panel Discussions Rush Copley team members from a wide range of healthcare disciplines actively participated in local career fairs and panel discussions to share their expertise and inspire future professionals. Highlights included the City of Aurora Youth Summit, which featured five advanced practice providers; the West Aurora High School Career Fair; the East Aurora High School Career Fair, which hosted six healthcare professionals; and the Valley Education for Employment System Career Fair, which featured four professionals from laboratory services. Additionally, Rush Copley providers served as panelists, offering students valuable perspectives on academic preparation and career development in healthcare. These efforts emphasized the importance of representation, allowing students to see healthcare professionals who reflect their communities and fostering trust and aspiration. Panelists also provided guidance on overcoming systemic barriers to healthcare careers, while career fairs encouraged students to pursue roles that address local health disparities, creating a lasting impact on community health equity. In FY25, Rush Copley connected with and engaged over 1,000 local youth through internships, career fairs, and educational outreach initiatives, strengthening pathways to healthcare careers and advancing health equity in the community. C. Volunteering Locally: Rush Copley Anchor Mission Neighborhoods FY25 Impact In FY25, Rush Copley team members dedicated 149.5 volunteer hours, engaging 67 employees in community initiatives that strengthened local neighborhoods. Efforts included food distribution and neighborhood beautification through participation in the Fox Valley Park District Earth Day Cleanup and the inaugural Adopt-a-Trail Program. Rush Copley adopted Waubonsie Lake and Trail, removing 286.96 pounds of debris and trash, reinforcing our commitment to healthier, cleaner, and more vibrant communities. Goal 4 Access to Health Services: Leverage patient and community-driven data to advance health equity. A. Diabetes Education Program Rush Copley provides free diabetes education for patients with limited financial resources, equipping them with the knowledge and skills needed to manage their condition and avoiding or delaying long-term complications. The program offers consultations with certified diabetes educators, helping patients and community members learn effective strategies for diabetes management. By reducing barriers to quality care, this initiative supports improved health outcomes and promotes equity in access to education. Program Impact for FY25: - Rush Copley conducted 358 educational sessions to support diabetes management. - The program served 237 unique participants, providing personalized education and guidance. B. Automated External Defibrillator (AED) Donation Program Rush Copley's AED Donation Program provides life-saving devices to nonprofit organizations within the Greater Fox Valley area, strengthening emergency preparedness and improving community health outcomes. Applications for AEDs are reviewed quarterly by a multidisciplinary committee, and selected organizations receive an AED device along with a wall-mounted storage case. To ensure proper use, a physician assistant from the cardiology department offers hands-on training to the organization's team, equipping them with the skills needed to respond effectively during cardiac emergencies. In FY25, eight AEDs were distributed to nonprofit organizations throughout the Fox Valley community. This program advances health equity and community safety by expanding access to emergency cardiac care in public spaces, empowering nonprofits that serve vulnerable populations, and improving survival rates through timely intervention in areas that may lack immediate medical resources. C. Community CPR Classes Rush Copley Medical Center promotes community safety and access to emergency care by offering free Community CPR classes in collaboration with Illinois Safety. These classes are hosted both in the community and at Rush Copley campuses and are available in English and Spanish, ensuring accessibility for diverse populations. Participants receive American Heart Association HeartSaver CPR and AED Certification, equipping them with lifesaving skills that can make a critical difference in emergencies. In FY25, Rush Copley hosted four classes, certifying 51 participants, reinforcing its commitment to empowering the community with essential skills that improve survival rates and health outcomes.

Schedule H (Form 990) 2024

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?4
Name and address		Type of Facility (describe)
1	CASTLE SURGICENTER 2111 OGDEN AVE AURORA,IL60504	AMBULATORY SURGERY CENTER
2	RUSH COPLEY HEALTHCARE CENTER 1100 WEST VETERANS PARKWAY YORKVILLE,IL60560	OUTPATIENT SERVICES
3	MIDWEST CENTER FOR ADVANCED IMAGING 4355 MONTGOMERY ROAD NAPERVILLE,IL60564	RADIOLOGY SERVICES
4	HEALTHPLEX OUTPATIENT REHABILITATION 1900 OGDEN AVENUE AURORA,IL60504	OUTPATIENT REHABILITATION SERVICES
5
6
7
8
9
10

Schedule H (Form 990) 2024

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	DETAILS ARE IDENTIFIED UNDER THE FINANCIAL ASSISTANCE POLICY, PATIENTS MUST COMPLETE AN APPLICATION, MEET THE QUALIFICATIONS AND RESPONSE WITH THE REQUESTED DOCUMENTATION UNDER THE POLICY TO DETERMINE THE DISCOUNT AMOUNT, IF ANY, THAT WOULD APPLY TO THEIR HOSPITAL BILL.
Schedule H, Part I, Line 7g Subsidized Health Services	REPORTED $54,866,839 COSTS FROM PHYSICIAN CLINICS.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	A COST ACCOUNT SYSTEM WAS USED TO CALCULATE THE AMOUNTS REPORTED IN THE TABLE. A COST TO CHARGE RATIO WAS UTILIZED. THE COST ACCOUNTING SYSTEM ADDRESS ALL PATIENT SEGMENT (INPATIENT, OUTPATIENT AND EMERGENCY ROOM, PRIVATE INSURANCE, MEDICARE, MEDICAID, UNINSURED AND SELF PAY).
Schedule H, Part II Community Building Activities	LOCAL HIGH SCHOOL STUDENTS COME TO THE HOSPITAL TO OBSERVE VARIOUS AREAS OF THE HOSPITAL TO GET AN UNDERSTANDING OF THE WORK PERFORMED IN EACH AREA AND HOW PATIENTS ARE CARED FOR AND TREATED. HOPEFULLY THIS ENCOURAGES SOME OF THE STUDENTS TO PURSE HEALTHCARE CAREERS.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	BAD DEBT EXPENSE IS CALCULATED BASED ON ACTUAL WRITE OFF'S DURING THE YEAR AND APPLYING HISTORICAL UNCOLLECTED PERCENTAGES TO CURRENT OUTSTANDING BALANCES.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	THE ESTIMATED AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY IS 10% OF THE ORGANIZATION'S BAD DEBT EXPENSE REPORTED ON PART III, LINE 2.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	NET PATIENT SERVICE REVENUE IS REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM THIRD PARTY PAYORS, PATIENTS, AND OTHERS FOR SERVICES RENDERED. RCMC HAS AGREEMENTS WITH THIRD PARTY PAYORS THAT PROVIDE FOR PAYMENT AT AMOUNTS DIFFERENT FROM ESTABLISHED RATES. PAYMENT ARRANGEMENTS INCLUDE PROSPECTIVELY DETERMINED RATES PER DISCHARGE, REIMBURSED COSTS, PER DIEM PAYMENTS, AND DISCOUNTED CHARGES, INCLUDING ESTIMATED RETROACTIVE SETTLEMENTS UNDER PAYMENT AGREEMENTS WITH THIRD PARTY PAYORS. RCMC RECOGNIZES PATIENT SERVICE REVENUE ASSOCIATED WITH SERVICES PROVIDED TO PATIENT WHO HAVE THIRD PARTY PAYOR COVERAGE ON THE BASIS OF CONTRACTUAL RATES FOR SERVICES RENDERED. PROVISIONS FOR ADJUSTMENTS TO NET PATIENT SERVICE REVENUE ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ADJUSTED TO FUTURE PERIODS AS FINAL SETTLEMENTS ARE DETERMINED. FOR UNINSURED PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE, RCMC RECOGNIZES REVENUE BASED ON ITS DISCOUNTED RATES. ON THE BASIS OF HISTORICAL EXPERIENCE, A SIGNIFICANT PORTION OR RCMC'S UNINSURED PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR SERVICES PROVIDED. THUS, RCMC RECORDS A SIGNIFICANT PROVISION FOR UNCOLLECTIBLE ACCOUNTS RELATED TO UNINSURED PATIENTS IN THE PERIOD THE SERVICES ARE PROVIDED. PATIENT ACCOUNTS RECEIVABLE ARE BASED ON GROSS CHARGES AND STATED AT NET REALIZABLE VALUE. ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR CONTRACTUAL ADJUSTMENTS, BASED ON EXPECTED PAYMENT RATES FROM PAYORS UNDER CURRENT REIMBURSEMENT METHODOLOGIES, AND ALSO BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE HOSPITAL ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR UNCOLLECTIBLE ACCOUNTS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR CONTRACTUAL ADJUSTMENTS AND ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, RCMC ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR UNCOLLECTIBLE ACCOUNTS (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), RCMC RECORDS A SIGNIFICANT PROVISION FOR UNCOLLECTIBLE ACCOUNTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE DISCOUNTED RATES AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS IN THE PERIOD THEY ARE DETERMINED UNCOLLECTIBLE.
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 2024 INSTRUCTIONS FOR SCHEDULE H, WORKSHEET 2. RATIO OF PATIENT CARE COST TO CHARGES FOR CMH. MEDICARE REVENUES AND COSTS WERE EXTRACTED FROM THE FY2024 AS-FILED MEDICARE COST REPORT. THERE IS A MEDICARE SURPLUS/SHORTFALL OF $17,122,908. SINCE THE IRS 2024 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 WAS NOT INCLUDED. IF SO, THE TOTAL LOSS FOR THE MEDICARE SHORTFALL WOULD HAVE BEEN $3,205,660.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	IT IS OUR POLICY NOT TO PURSUE COLLECTION PRACTICES AGAINST PATIENTS KNOWN TO QUALIFY FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. IN CERTAIN CASES IT MAY NOT BE EASILY DETERMINE WHETHER OR NOT A PATIENT QUALIFIES FOR CHARITY CARE OR FINANCIAL ASSISTANCE. HOWEVER, IF AFTER COLLECTION PRACTICES HAVE BEGUN, IT BECOMES KNOWN THE PATIENT QUALIFIES, THE COLLECTION EFFORTS CEASE.
Schedule H, Part V, Section B, Line 16a FAP website	- COPLEY MEMORIAL HOSPITAL INC: Line 16a URL: https://www.rush.edu/patients-visitors/financial-assistance;
Schedule H, Part V, Section B, Line 16b FAP Application website	- COPLEY MEMORIAL HOSPITAL INC: Line 16b URL: https://www.rush.edu/patients-visitors/financial-assistance;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- COPLEY MEMORIAL HOSPITAL INC: Line 16c URL: https://www.rush.edu/patients-visitors/financial-assistance;
Schedule H, Part VI, Line 2 Needs assessment	COMMUNITY NEED IS ASSESSED THROUGH REVIEW OF COMMUNITY AND HOSPITAL DATA, PERIODIC ASSESSMENTS WITH PHYSICIAN AND CLINICIANS, AND REPORTING OF INFORMATION FROM HOSPITAL COMMITTEES. FURTHER INPUT FROM THE COMMUNITY ARISES FROM THE COMMUNITY BASED BOARD OF DIRECTORS, VARIOUS FORMS OF PATIENT INPUT, AND HOSPITAL INVOLVEMENT WITH GOVERNMENT, HEALTH INDUSTRY, AND COMMUNITY AGENCIES. THE HOSPITAL ALSO ACTIVELY PARTICIPATES IN FORMAL NEEDS ASSESSMENTS CONDUCTED BY GOVERNMENT AND COMMUNITY AGENCIES.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	AT THE TIME OF SERVICE, COPLEY MEMORIAL HOSPITAL, INC. PATIENTS ARE GIVEN A BILLING BROCHURE, WHICH DESCRIBES THE FINANCIAL ASSISTANCE/CHARITY CARE PROGRAMS AVAILABLE. THIS INFORMATION IS ALSO POSTED AT THE REGISTRATION CHECK-IN DESKS, IN AN INPATIENT GUIDE, AND ON THE RUSH COPLEY WEBSITE. FINANCIAL COUNSELORS ARE AVAILABLE TO EXPLAIN THE PROGRAM IN DETAIL TO PATIENTS WHO ARE SEEN WITHOUT INSURANCE COVERAGE. ALL PATIENT BILLING STATEMENTS ADVISE THE PATIENTS TO CALL AND INQUIRE ON THE DETAILS AS NEEDED.
Schedule H, Part VI, Line 4 Community information	COPLEY MEMORIAL HOSPITAL INC.'S PRIMARY SERVICE AREA IS LOCATED 45 TO 55 MILES SOUTHWEST OF CHICAGO. COPLEY MEMORIAL HOSPITAL INC serves a large and diverse population. There are over 383,000 residents living in the community served by the hospital, with 33.5% of the population Hispanic or Latino. * The hospital is located in the city of Aurora, IL, which is the second largest city in Illinois. * The community served by the hospital is defined as the geographic area identified by the contiguous zip codes, from which approximately 80% of the hospital's discharged patients reside. The hospital also refers to this geographic area as the Rush-Copley Primary Service Area (PSA). - The community served includes all of Aurora and most of Southern Kane County and Kendall County. Kane County has the second largest Hispanic population in IL, which is concentrated in Aurora * The community served also includes very limited portions of DeKalb, LaSalle, Grundy, DuPage and Will Counties.
Schedule H, Part VI, Line 5 Promotion of community health	COPLEY MEMORIAL HOSPITAL'S MISSION IS TO PROVIDE ADVANCED MEDICINE WITH QUALITY OUTCOMES AND EXTRAORDINARY CARE. TO THAT END, THE MEDICAL CENTER SEEKS TO SERVE THE COMMUNITY IN WAYS THAT ENGAGE, EDUCATE AND EMPOWER. COPLEY MEMORIAL HOSPITAL 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 AND ARE SELECTED BASED UPON THEIR EXPERTISE AND EXPERIENCE IN A VARIETY OF AREAS OF BENEFIT TO THE ORGANIZATION AND THEIR ROLE AS BOARD MEMBERS WHO DIRECT AND GUIDE MANAGEMENT IN CARRYING OUT OUR MISSION. BOARD MEMBERS ARE NOT COMPENSATED FOR THEIR SERVICE. AS A CHARITABLE ORGANIZATION, ALL SURPLUS FUNDS ARE USED TO FURTHER OUR CHARITABLE PURPOSE, MISSION AND TO SERVE THE COMMUNITY. SOME OF OUR PRIMARY PROGRAMS ARE: COMMUNITY HEALTH FAIRS, BREASTFEEDING EDUCATION CLASSES, CHILD CARE CLASSES, FREE AND REDUCED COST HEALTH SCREENINGS, LANGUAGE ASSISTANCE SERVICES, ETC. COPLEY MEMORIAL HOSPITAL PROVIDES ACCESS TO PHYSICIAN, ACUTE CARE, DIAGNOSTIC, AND REHABILITATIVE SERVICES TO PEOPLE, REGARDLESS OF ABILITY TO PAY, THROUGH A NUMBER OF FACILITIES AND SERVICES LOCATED THROUGHOUT THE SERVICE AREA. IT PROVIDES PROGRAMMING RELATING TO HEALTH EDUCATION, PREVENTION, AND SUPPORT TARGETED TO SPECIFIC POPULATIONS. MEDICAL EDUCATION EXTENDS TO CLINICAL SETTINGS FOR NURSING EDUCATION AND A FAMILY PRACTICE RESIDENCY. EMPLOYEES FILL BOARD AND COMMITTEE LEADERSHIP POSITIONS FOR A NUMBER OF ECONOMIC DEVELOPMENT AND SOCIAL SERVICE AGENCIES IN COMMUNITIES THROUGHOUT THE SERVICE AREA.
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) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

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Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
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Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

Copley Memorial Hospital Inc

Employer identification number

36-2170840

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

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

Travel for companions Payments for business use of personal residence

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

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

If any of the boxes 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 .....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

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

Yes

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

Yes

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

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

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

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

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

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

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

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

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

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

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

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

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

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1John Diederich MA MBA FACHE President & CEO/Director	(i) (ii)	734,550 ------------- 0	154,960 ------------- 0	413,526 ------------- 0	11,500 ------------- 0	36,916 ------------- 0	1,351,452 ------------- 0	0 ------------- 0
2Ryan Asmus End 224 FORMER VP GENERAL COUNSEL/SECRETARY	(i) (ii)	38,925 ------------- 0	0 ------------- 0	788,908 ------------- 0	1,557 ------------- 0	0 ------------- 0	829,390 ------------- 0	388,347 ------------- 0
3Steve B Lowenthal MD END 623 FORMER SR. VP MEDICAL AFFAIRS & CMO	(i) (ii)	0 ------------- 0	0 ------------- 0	544,128 ------------- 0	0 ------------- 0	0 ------------- 0	544,128 ------------- 0	0 ------------- 0
4Jae B Joo MD End 1224 IMMEDIATE PAST CHIEF OF STAFF/DIRECTOR	(i) (ii)	564,336 ------------- 0	239,871 ------------- 0	12,751 ------------- 0	11,500 ------------- 0	33,212 ------------- 0	861,670 ------------- 0	0 ------------- 0
5Syed Zaidi MD End 1224 Director	(i) (ii)	585,621 ------------- 0	98,080 ------------- 0	15,437 ------------- 0	8,625 ------------- 0	20,565 ------------- 0	728,328 ------------- 0	0 ------------- 0
6Gaurav Shah MD START 924 CHIEF OF STAFF/DIRECTOR	(i) (ii)	831,100 ------------- 0	233,126 ------------- 0	2,225 ------------- 0	11,500 ------------- 0	35,735 ------------- 0	1,113,686 ------------- 0	0 ------------- 0
7Carl T Bergetz JD Chief Legal Officer, RUSH & Board Secretary, CMH (START 11/24)	(i) (ii)	0 ------------- 703,287	0 ------------- 320,381	0 ------------- 128,666	0 ------------- 162,643	0 ------------- 20,365	0 ------------- 1,335,342	0 ------------- 87,973
8Jeffrey Tack Treasurer, CMH (Start 11/24)	(i) (ii)	0 ------------- 325,651	0 ------------- 66,183	0 ------------- 2,400	0 ------------- 13,595	0 ------------- 12,720	0 ------------- 420,549	0 ------------- 0
9Brenda Van Wyhe END 225 SR. VP FINANCE & CFO/TREASURER	(i) (ii)	452,312 ------------- 0	82,399 ------------- 0	71,084 ------------- 0	11,500 ------------- 0	25,762 ------------- 0	643,057 ------------- 0	0 ------------- 0
10Abigail Hornbogen VP. PATIENT CARE & CNO	(i) (ii)	304,493 ------------- 0	49,779 ------------- 0	2,203 ------------- 0	6,315 ------------- 0	33,450 ------------- 0	396,240 ------------- 0	0 ------------- 0
11David Petasnick ASSISTANT VP, ANCILLARY SVCS	(i) (ii)	236,089 ------------- 0	35,488 ------------- 0	2,366 ------------- 0	6,066 ------------- 0	29,202 ------------- 0	309,211 ------------- 0	0 ------------- 0
12Alex Pope VP. PHILANTHROPY & CDO	(i) (ii)	293,907 ------------- 0	38,718 ------------- 0	4,144 ------------- 0	0 ------------- 0	21,117 ------------- 0	357,886 ------------- 0	0 ------------- 0
13Mary F Shilkaitis SR VP Operations & COO	(i) (ii)	401,762 ------------- 0	85,872 ------------- 0	62,151 ------------- 0	7,068 ------------- 0	28,012 ------------- 0	584,865 ------------- 0	0 ------------- 0
14John Pinnello MD PHYSICIAN	(i) (ii)	659,871 ------------- 0	331,708 ------------- 0	2,733 ------------- 0	11,500 ------------- 0	34,845 ------------- 0	1,040,657 ------------- 0	0 ------------- 0
15Jonathan L Tueting MD PHYSICIAN	(i) (ii)	849,109 ------------- 0	779,963 ------------- 0	2,733 ------------- 0	11,500 ------------- 0	33,212 ------------- 0	1,676,517 ------------- 0	0 ------------- 0
16Arif Saleem MD PHYSICIAN	(i) (ii)	772,777 ------------- 0	284,480 ------------- 0	2,733 ------------- 0	10,232 ------------- 0	30,012 ------------- 0	1,100,234 ------------- 0	0 ------------- 0
17Gaurav Sharma MD PHYSICIAN	(i) (ii)	509,284 ------------- 0	544,066 ------------- 0	1,844 ------------- 0	9,289 ------------- 0	30,934 ------------- 0	1,095,417 ------------- 0	0 ------------- 0
18Craig Weinstein MD PHYSICIAN	(i) (ii)	796,431 ------------- 0	246,403 ------------- 0	10,142 ------------- 0	11,500 ------------- 0	29,421 ------------- 0	1,093,897 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

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 Health or social club dues or initiation fees	THE ORGANIZATION PROVIDES TO ALL EMPLOYEES THE USE OF AN ATHLETIC FACILITY THAT IS OWNED AND OPERATED BY A RELATED TAX EXEMPT ORGANIZATION. THESE AMOUNTS ARE NON-TAXABLE.
Schedule J, Part I, Line 4a Severance or change-of-control payment	RYAN ASMUS, VP GENERAL COUNSEL, SIGNED A $544,433 SEVERANCE AGREEMENT IN 2024 PAYABLE IN 2024 & 2025. STEVE LOWENTHAL, MD, SR. VP MEDICAL STAFF AFFAIRS & CMO, TERMED 6/23, SIGNED A $816,192 SEVERANCE AGREEMENT IN 2023 PAYABLE IN 2023 & 2024.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	CMH OFFERS A SUPPLEMENTAL RETIREMENT PLAN TO CERTAIN EMPLOYEES WHO PARTICIPATE IN THE EXECUTIVE BENEFITS PROGRAM. THERE IS NO CONSTRUCTIVE RECEIPT OF THESE AMOUNTS BY THE INDIVIDUALS UNTIL THEY ARE PAID OUT AS THEY ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE UNTIL INDIVIDUALS MEET THE REQUIRED VESTING PERIOD. ONCE VESTED, PAYOUTS WOULD BE INCLUDED AS REPORTABLE COMPENSATION ON THE RECIPIENTS ANNUAL FORM W-2. THE AMOUNTS PAID OUT OF THIS PLAN IN 2024 WERE AS FOLLOWS: RYAN ASMUS $533,236, JOHN DIEDERICH - $407,131, BRENDA VAN WYHE - $62,659, MARY SHILKAITIS - $55,697
Schedule J, Part I, Line 7 Non-fixed payments	INCENTIVE BONUS PLAN BASED ON A SERIES OF APPROVED STRATEGIC ACCOMPLISHMENTS.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

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

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
Copley Memorial Hospital Inc

Employer identification number
36-2170840

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	ILLINOIS FINANCE AUTHORITY	86-1091967	45203HS45	02-11-2015	105,601,668	REFUND BONDS ISSUED 5/28/2008, 2/10/2009, AND 7/29/2009		X		X		X
B	ILLINOIS FINANCE AUTHORITY	86-1091967	000000000	08-29-2019	36,752,000	BUILDINGS AND EQUIPMENT		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	13,390,000		3,838,000
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	105,601,668		36,752,000
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	824,030		252,000
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............	145
10 Capital expenditures from proceeds .............			36,500,000
11 Other spent proceeds .............	104,777,493
12 Other unspent proceeds .............
13 Year of substantial completion .............			2019
	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) (Rev. 1-2025)

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X
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 ....	0 %		0 %
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 .........	0 %		0 %
6 Total of lines 4 and 5 .............	0 %		0 %
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. ..	0 %		0 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X	X
b Exception to rebate? ........		X		X
c No rebate due? .........	X			X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X	X

Schedule K (Form 990) (Rev. 1-2025)

Page 3

Part Ⅳ

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 .........	0 %		0 %
d Was the hedge superintegrated? ......		X		X
e Was the hedge terminated? ........		X		X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X
b Name of provider ..........
c Term of GIC .........	0 %		0 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........		X		X
6 Were any gross proceeds invested beyond an available temporary period?		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
Schedule K, Part I Bond Issues	(A) ISSUER NAME: ILLINOIS FINANCE AUTHORITY (F) DESCRIPTION OF PURPOSE: REFUND BONDS ISSUED 5/28/2008, 2/10/2009, AND 7/29/2009
Schedule K, Part IV, Line 6 Column A	THIS QUESTION IS BEING ANSWERED WITHOUT REGARD TO A YIELD-RESTRICTED ADVANCE REFUNDING ESCROW FINANCED WITH PROCEEDS OF THE BONDS.
Schedule K, Part IV, Line 2c COLUMN A	Issuer name: ILLINOIS FINANCE AUTHORITY The calculation for computing no rebate due was performed on 03/06/2020

Schedule K (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

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SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

Copley Memorial Hospital Inc

Employer identification number

36-2170840

Return Reference	Explanation
Form 990, Part VI, Line 15	WITH RESPECT TO THE CEO/VPS OF THE ORGANIZATION AND KEY SENIOR MANAGEMENT, THE ORGANIZATION FOLLOWS A COMPENSATION APPROVAL PROCEDURE ANNUALLY THAT INVOLVES APPROVAL OF PROPOSED AND FINAL COMPENSATION ARRANGEMENTS BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND FULL BOARD OF DIRECTORS USING COMPARABILITY DATA, AS WELL AS CONTEMPORANEOUS DOCUMENTATION OF COMPENSATION DECISIONS IN MINUTES.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	ALL OF THE PERSONS LISTED ON PART VII HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTUE OF SITTING ON RELATED RUSH COPLEY MEDICAL CENTER ENTITY BOARDS. - Business relationship
Form 990, Part VI, Line 3 Delegation of management duties	RESERVED POWERS OVER CERTAIN MANAGEMENT DUTIES HAVE BEEN DELEGATED TO RUSH UNIVERSITY SYSTEM FOR HEALTH ("RSH") AS THE PARENT ENTITY FOR THE RUSH SYSTEM. THESE DUTIES INCLUDE APPROVING VARIOUS RCMC ACTIONS, INCLUDING RCMC'S OPERATING BUDGET AND CERTAIN TRANSACTIONS, APPOINTMENT OF CERTAIN RCMC EXECUTIVES, APPOINTMENT OF RCMC'S BOARD MEMBERS, ETC.
Form 990, Part VI, Line 4 Significant changes to organizational documents	The Copley Memorial Hospital Board of Directors (the "CMH Board") approved changes to the Bylaws that will work to align the CMH Board with best practices for governance, increase efficiencies, and streamline procedures. The over-arching goal is to empower the Rush University System for Health Board of Directors (the "System Board") and Subsidiary Boards for success as they continue to evolve to a more integrated Rush University System for Health. The Executive Summary of proposed CMH Board Governance changes are as follows: 1. SECTION 2.2 WAS AMENDED TO REMOVE THAT THE RCMC BOARD HAS APPROVAL AUTHORITY OVER MEDICAL STAFF CREDENTIALING AND QUALITY OF CARE POLICIES AND PROCEDURES; THIS IS A RESPONSIBILITY OF THE CMH BOARD. 2. SECTION 2.2 WAS AMENDED TO REMOVE THAT THE RCMC BOARD APPROVES THEIR CHNA, BECAUSE THIS IS DONE AT CMH LEVEL. 3. SECTION 3.1 WAS AMENDED TO EXPRESSLY STATE THE RESPONSIBILITIES OF THE CMH BOARD. 4. SECTION 3.2 (B) WAS AMENDED TO NOTE THAT CMH BOARD DIRECTORS SHALL ALSO BE RCMC BOARD DIRECTORS. 5. SECTION 3.4 WAS AMENDED TO REMOVE THE STATEMENT ABOUT THE CHAIRPERSON NOT VOTING; THE CHAIRPERSON HAS A VOTE. 6. SECTION 3.5 WAS AMENDED TO REMOVE REFERENCE TO A DESIGNATED SYSTEM PARENT REPRESENTATIVE ON THE CMH BOARD. 7. SECTIONS 3.14 AND 3.15 WERE UPDATED TO REMOVE THE SECTION ON THE CMH DIRECTOR'S RESPONSIBILITIES AND RIGHTS; THIS IS NOW OUTLINED IN SECTION 3.1. 8. SECTION 3.16 WAS AMENDED TO UPDATE NAME AND RESPONSIBILITY OVERVIEW OF THE QUALITY OF CARE COMMITTEE. 9. SECTION 4.2 WAS AMENDED TO CLARIFY THAT THE EXECUTIVE OFFICER OF CMH IS CMH PRESIDENT, NOT CMH CEO. 10. SECTION 4.2 WAS AMENDED TO CLARIFY THE ROLE AND REPORTING STRUCTURE OF THE CMH PRESIDENT.
Form 990, Part VI, Line 6 Classes of members or stockholders	RUSH COPLEY MEDICAL CENTER ("RCMC") IS THE SOLE CORPORATE MEMBER OF COPLEY MEMORIAL HOSPITAL, INC. ("CMH"), RUSH COPLEY MEDICAL GROUP, NFP ("RCMG"), COPLEY VENTURES, INC. ("CV"), AND RUSH COPLEY FOUNDATION ("RCF").
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	The CMH Board shall consist of not less than fifteen (15) nor more than twenty (20) voting CMH Directors, selected from among the RUSH System Trustees, as determined from time to time, by majority vote of the RCMC Board, subject to approval by the RUSH System Board. The Corporation's Chief Executive Officer shall serve as an adviser to the CMH Board.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	The following rights and powers are reserved to the Member (collectively, the "Reserved Powers"), which shall be effectuated through the action of the Member's board of directors on its own action or through its committees as set forth in the Member's amended and restated articles of incorporation or the Member Bylaws: (1) Recommend annual operating and capital budgets and long-term financial plans and capital priorities of the Corporation to the RUSH System Board for approval; (2) Annually review the performance, compensation and terms of employment of the Corporation's Chief Executive Officer; (3) Approve credentialing of medical staff and quality of care policies and procedures applicable to the Corporation; (4) Approve fundraising goals and policies of the Corporation; (5) During the Transitional Period (as defined in the RUSH System Bylaws), nominate three (3) individuals, including the RCMC Chairperson, to the RUSH System Board, subject to approval by the RUSH System Board; (6) Recommend nominees for membership to the RCMC Board, subject to approval by the RUSH System Board, and appoint the members, chairpersons, and vice-chairpersons of the RCMC Committees; (7) Recommend nominees for membership to the RUSH System Committees, RUSH System Trustees Advisory Body, and RUSH Councils, subject to approval by the RUSH System Board; (8) Recommend amendments to the RCMC Bylaws, subject to approval by the RUSH System Board, and to the RCMC committee charters; (9) Review and approve the Corporation's community benefit plans and monitor the same; (10) Monitor the Corporation's Investments; and (11) Monitor the Corporation's strategic plan.
Form 990, Part VI, Line 11b Review of form 990 by governing body	THE FORM 990 TAX RETURN IS PREPARED BY OUR ORGANIZATION AND REVIEWED BY OUR EXTERNAL TAX ADVISOR. A DRAFT OF THE FORM 990 IS PROVIDED TO MANAGEMENT FOR REVIEW AND COMMENT. THE BOARD OF DIRECTORS IS PROVIDED WITH AN APPROVED COPY OF THE FORM 990 BEFORE IT IS FILED.
Form 990, Part VI, Line 12c Conflict of interest policy	ANNUALLY, BOARD MEMBERS, DIRECTORS, MANAGEMENT TEAM (ADMINISTRATION, DIRECTORS AND MANAGERS) AND OTHER KEY EMPLOYEES OF RUSH COPLEY MEDICAL CENTER AND SUBSIDIARIES ("RCMC") ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO DISCLOSE ANY PERSONAL OR BUSINESS INTERESTS THAT MAY GIVE RISE TO A CONFLICT WITH THE WORK THEY DO FOR RCMC. THE DISCLOSURES ARE SUBMITTED AND REVIEWED BY THE CORPORATE INTEGRITY OFFICER, WHO IS AN EMPLOYEE OF COPLEY MEMORIAL HOSPITAL BUT REPRESENTS RUSH COPLEY MEDICAL CENTER AND SUBSIDIARIES, AND A REPORT IS SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF RCMC. THOSE KEY PERSONNEL WITH CONFLICTS ARE ADVISED TO RECUSE THEMSELVES FROM PARTICIPATING IN DECISION-MAKING RELATED TO THE CONFLICT.
Form 990, Part VI, Line 19 Required documents available to the public	FORM 990 IS AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. COPIES OF THE FINANCIAL STATEMENTS (WHETHER OR NOT AUDITED) ARE PROVIDED UPON REASONABLE REQUEST SUCH AS FOR A BANK LOAN OR TO A BOND RATING AGENCY. THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ATTORNEY GENERAL'S WEBSITE.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION - 21386036; SWAP VALUE ADJUSTMENT - -351580; NET ASSET TRANSFER TO AFFILIATE - -XXX-XX-XXXX; Total - -XXX-XX-XXXX;
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION	PLANK MIDDLE SCHOOL, WEST AURORA SCHOOL DISTRICT BACK TO BOOKS FAIR, CITY OF AURORA WARD 1 BACK TO SCHOOL FAIR, PLANO YMCA RESOURCE FAIR WITH PLANO AREA ALLIANCE SUPPORTING STUDENTS (PAASSS), AND NEWARK GRADE SCHOOL CAMP 911. HEALTH TALKS ARE FREE, IN PERSON COMMUNITY HEALTH PROGRAMS DESIGNED TO SUPPORT AND ENHANCE OVERALL WELLBEING. LED BY RESPECTED RUSH EXPERTS, THESE SESSIONS PROVIDE VALUABLE INSIGHTS, PRACTICAL GUIDANCE, AND EVIDENCE BASED TIPS FOR HEALTHIER LIVING. TOPICS COVERED INCLUDED CANCER PREVENTION AND SCREENING-SPECIFICALLY BREAST, LUNG, COLORECTAL, AND PROSTATE CANCERS-AS WELL AS WOMEN'S HEALTH, GLP1 MEDICATIONS AND WEIGHT MANAGEMENT, AND SUN SAFETY. THESE EDUCATIONAL PROGRAMS AIM TO EMPOWER COMMUNITY MEMBERS WITH KNOWLEDGE THAT PROMOTES INFORMED HEALTH DECISIONS AND LONGTERM WELLNESS. IN FY25 OVER 2,700 COMMUNITY MEMBERS. PARTICIPANTS RECEIVED HEALTH SCREENING, COMMUNITY RESOURCES AND HEALTH RELATED PRESENTATIONS FROM HEALTHCARE PROFESSIONALS. RUSH COPLEY'S YOUTH CAREER EXPLORATION INITIATIVES RUSH COPLEY'S YOUTH CAREER EXPLORATION INITIATIVES DEMONSTRATE A STRONG COMMITMENT TO BUILDING THE FUTURE HEALTHCARE WORKFORCE AND PROMOTING HEALTH EQUITY THROUGH EDUCATION AND ACCESS. IN FY25, RUSH COPLEY HOSTED ONSITE INTERNSHIP ROTATIONS FOR 71 HIGH SCHOOL STUDENTS FROM OSWEGO, WEST AURORA, AND YORKVILLE SCHOOL DISTRICTS, PROVIDING HANDS-ON EXPERIENCE ACROSS MULTIPLE DEPARTMENTS. ADDITIONALLY, RUSH COPLEY TEAM MEMBERS PARTICIPATED IN LOCAL CAREER FAIRS AND PANEL DISCUSSIONS, INCLUDING THE CITY OF AURORA YOUTH SUMMIT AND EVENTS AT EAST AND WEST AURORA HIGH SCHOOLS, ENGAGING STUDENTS WITH DIVERSE HEALTHCARE PROFESSIONALS AND CAREER PATHWAYS. THROUGH INTERNSHIPS, CAREER FAIRS, AND EDUCATIONAL OUTREACH, RUSH COPLEY CONNECTED WITH OVER 1,000 LOCAL YOUTH IN FY25, REDUCING BARRIERS TO HEALTHCARE CAREERS AND STRENGTHENING PATHWAYS FOR UNDERREPRESENTED COMMUNITIES. HARM REDUCTION ACCESS: NALOXONE DISPENSING MACHINE RUSH COPLEY PARTNERED WITH THE KANE COUNTY HEALTH DEPARTMENT TO INSTALL A NALOXONE DISPENSING MACHINE IN THE WAITING AREA OF THE EMERGENCY DEPARTMENT, LAUNCHING THE INITIATIVE IN DECEMBER 2024. NALOXONE IS A LIFE-SAVING MEDICATION THAT REVERSES OPIOID OVERDOSES, AND THE DISPENSER ALLOWS COMMUNITY MEMBERS TO PICK UP NALOXONE ANONYMOUSLY AND FREE OF CHARGE. LOCATED AT RUSH COPLEY'S AURORA CAMPUS, THE DISPENSER PROVIDES 24/7 ACCESS, ENSURING THAT HELP IS AVAILABLE WHEN NEEDED, WHETHER FOR AN INDIVIDUAL, A LOVED ONE, OR A BYSTANDER. THIS INITIATIVE ALIGNS WITH RUSH COPLEY'S COMMUNITY HEALTH IMPROVEMENT PLAN AND SUPPORTS THE HEALTH DEPARTMENT'S BROADER OPIOID RESPONSE STRATEGY, WHICH EMPHASIZES HARM REDUCTION AS A CRITICAL APPROACH TO PREVENTING OVERDOSE DEATHS AND REDUCING BARRIERS TO CARE. IN FY25, 192 NALOXONE KITS WERE DISTRIBUTED THROUGH THE DISPENSER, EXPANDING ACCESS TO CRITICAL OVERDOSE INTERVENTION RESOURCES AND PROMOTING COMMUNITY SAFETY. INTEGRATED MENTAL HEALTH WARM HANDOFF PILOT IN PRIMARY CARE RUSH COPLEY'S FAMILY MEDICINE RESIDENCY DEPARTMENT LAUNCHED A PILOT PROGRAM IN NOVEMBER 2024 IN COLLABORATION WITH A LOCAL COMMUNITY-BASED MENTAL HEALTH ORGANIZATION TO PROVIDE WARM HANDOFFS TO MENTAL HEALTH SERVICES IN THE PRIMARY CARE SETTING. PATIENTS WHO SCREENED POSITIVE OR EXPRESSED A NEED FOR MENTAL HEALTH SUPPORT WERE GIVEN A LIST OF RESOURCES, AND THOSE WHO ELECTED FAMILY COUNSELING SERVICES WERE CONNECTED IN REAL TIME WITH AN APPOINTMENT AND TEAM MEMBERS FROM FAMILY COUNSELING SERVICES. THIS APPROACH ENSURES IMMEDIATE ACCESS TO CARE AND REDUCES BARRIERS FOR PATIENTS SEEKING MENTAL HEALTH SUPPORT. IN FY25, 43 PATIENTS WERE SUCCESSFULLY CONNECTED WITH MENTAL HEALTH SERVICES THROUGH FAMILY COUNSELING SERVICES, STRENGTHENING CONTINUITY OF CARE AND PROMOTING OVERALL WELL-BEING. CONNECTING PATIENTS TO SUBSTANCE ABUSE TREATMENT IN AUGUST OF 2024, RUSH COPLEY MEDICAL CENTERPARTNERED WITHGATEWAY FOUNDATION, ALEADING SUBSTANCEUSETREATMENT CENTER, TO ADDRESS THE COMPLEX NEEDS OF PATIENTS STRUGGLING WITH SUBSTANCE ABUSE. THIS COLLABORATION ENSURES AWARM HANDOFF PROCESS, WHERE RUSH COPLEY CARE MANAGERS WORK DIRECTLY WITH GATEWAY ENGAGEMENT SPECIALISTS TO CONNECT PATIENTS TO TREATMENT AND RESOURCES WITHOUT DELAY. BYELIMINATINGBARRIERS TO CARE AND OFFERING PERSONALIZED SUPPORT, THE PROGRAM HELPS PATIENTS ACCESS CRITICAL SERVICES. FOR THOSE WHO DECLINE TREATMENT, EDUCATIONAL RESOURCES AND FOLLOW-UP ENGAGEMENT ARE PROVIDED TO ENCOURAGE FUTURE PARTICIPATION. IN FY25,130 PATIENTSWERE CONNECTED WITH GATEWAY FOUNDATION ENGAGEMENT SPECIALISTS TO DISCUSS TREATMENT OPTIONS AND RESOURCES,DEMONSTRATINGRUSH COPLEY'S COMMITMENT TOMEETING PATIENTS WHERE THEY ARE AND IMPROVING ACCESS TO CARE THROUGH STRATEGIC PARTNERSHIPS. RUSH WALK FOR WELLNESS THE RUSH WALK FOR WELLNESS IS A SEVEN-WEEK SUMMER PROGRAM THAT ENCOURAGES PARTICIPANTS OF ALL AGES AND ABILITIES TO ENGAGE IN REGULAR EXERCISE AND LEARN ABOUT HEALTH ISSUES IMPACTING THEIR COMMUNITIES. THESE EVENTS ARE MEANT TO CREATE OPPORTUNITIES FOR PEOPLE TO CONNECT WITH EACH OTHER BOTH IN PERSON AND VIRTUALLY WITH NEIGHBORS, HEALTH AND WELLNESS EXPERTS AND COMMUNITY ORGANIZATIONS - FOSTERING A SENSE OF BELONGING AND SUPPORT. IN FY25 THE PROGRAM ENGAGED 702 COMMUNITY MEMBERS ACROSS OUR SERVICE AREAS, WHO COLLECTIVELY LOGGED MORE THAN 46 MILLION STEPS, EQUIVALENT TO APPROXIMATELY 23,000 MILES. RUSH COPLEY COLLABORATION WITH VNA HEALTH CARE'S WALK WITH A DOC LOCAL FEDERALLY QUALIFIED HEALTH CENTER, VNA HEALTH CARE, HOSTS AN ANNUAL AND BI-MONTHLY WALKING PROGRAM CALLED "WALK WITH A DOC." THE PROGRAM INCLUDES A SHORT EDUCATIONAL PRESENTATION FROM A HEALTH CARE PROVIDER, FOLLOWED BY A GROUP WALK FOR THE REMAINDER OF THE HOUR-LONG SESSION. RUSH COPLEY PROVIDES SUPPORT WITH PARTICIPATING IN EDUCATIONAL PRESENTATIONS. DURING THE SPRING AND SUMMER, THE PROGRAM TAKES PLACE AT TWO LOCAL PARKS IN COLLABORATION WITH THE FOX VALLEY PARK DISTRICT. IN THE FALL AND WINTER, IT TRANSITIONS TO THE RUSH COPLEY HEALTHPLEX, WHICH PROVIDES ACCESS TO AN INDOOR TRACK. THIS PROGRAM PROMOTES PHYSICAL ACTIVITY, HEALTH EDUCATION AND PRACTICAL STEPS TO PREVENT AND MANAGE CHRONIC HEALTH CONDITIONS. WEBSITE COPLEY MEMORIAL HOSPITAL'S WEBSITE, WWW.RUSH.EDU/RUSHCOPLEY, WITH TRANSLATION AVAILABLE INTO DOZENS OF LANGUAGES, OFFERS ACCESS TO FREE HEALTH INFORMATION. IN FY25, WWW.RUSH.EDU/RUSHCOPLEY HAD MORE THAN 116,658 SESSIONS.

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

Copley Memorial Hospital Inc

Employer identification number

36-2170840

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

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)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
(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 Ventures Inc 2000 Ogden Avenue Aurora,IL60504 36-3370216	Property & Healthplex Owner	IL	501(c)(3)	3	Rush Copley Medical Center Inc	Yes
(4)Rush University Medical Center 1700 W Van Buren Street Chicago,IL60612 36-2174823	Healthcare	IL	501(c)(3)	3	Rush System for Health	Yes
(5)Rush System for Health 1725 W Harrison Street Chicago,IL60612 36-4046278	Healthcare	IL	501(c)(3)	Type III-FI	NA		No
(6)Rush Oak Park Hospital Inc 520 S Maple Avenue Oak Park,IL60304 36-2183812	Healthcare	IL	501(c)(3)	3	Rush System for Health	Yes
(7)Rush University System for Health Self-Insurance Trust 1700 W Van Buren Street Chicago,IL60612 36-6673233	Healthcare Insurance	IL	501(c)(3)	Type III-FI	Rush University Medical Center	Yes
(8)Rush Medical Group 1700 W Van Buren Street Suite 301 Chicago,IL60612 99-1940690	Healthcare	IL	501(c)(3)	10	Rush System for Health	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) Rush Surgicenter at the Professional Building LP 1725 W Harrison Street Chicago,IL60612 36-3853026	Surgery Center	IL	NA	N/A				No			No
(2) Rush Copley Surgicenter LLC 2000 Ogden Avenue Aurora,IL60504 38-4012268	Surgery Center	IL	Copley Memorial Hospital Inc	Related	268,528	16,229,297		No		Yes		99 %
(3) Rush Copley Orthopedics LLC 2000 Ogden Avenue Aurora,IL60504 61-1801175	Healthcare	IL	NA	N/A				No			No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) Room Five Hundred 1725 W Harrison Street Chicago,IL60612 23-7139832	Dining Room	IL	NA	C Corporation				Yes
(2) Rush University Medical Center Insurance Co Ltd PO Box 1051 Grand Cayman CJ	Insurance	CJ	NA	C Corporation				Yes
(3) Rush Copley Medical Group NFP 2000 Ogden Avenue Aurora,IL60504 36-3235315	Healthcare	IL	NA	C Corporation				Yes
(4) Rush University Medical Center Master Retirement Trust 1700 W Van Buren Street Chicago,IL60612 91-2043520	Pension Trust	IL	NA	Trust				Yes
(5) Rush Health 1645 W Jackson Boulevard Suite 501 Chicago,IL606123276 36-3972171	Clinically Integrated Network	IL	NA	C Corporation				Yes
(6) Rush Health ACO Inc 1645 W Jackson Boulevard Suite 501 Chicago,IL606123276 82-1632136	Accountable Care Organization	IL	NA	C Corporation				Yes

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

Yes

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

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

Yes

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

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

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

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

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

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

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

Yes

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

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

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

Yes

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

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

Yes

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

Yes

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

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

Yes

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

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) Rush Copley Medical Group NFP	A	286,036	Fair Market Value
(2) Rush Copley Foundation	C	994,369	Fair Market Value
(3) Copley Ventures Inc	M	582,000	Fair Market Value
(4) Copley Ventures Inc	R	7,010	FMV - Rents
(5) Rush University Medical Center	J	434,235	Fair Market Value
(6) Rush University Medical Center	S	22,434,208	Fair Market Value
(7) Rush Copley Foundation	S	744,992	Fair Market Value
(8) Rush Health	M	1,324,770	Fair Market Value
(9) Rush Health	P	1,541,581	Fair Market Value
(10) Rush Health	P	123,822	Fair Market Value
(11) Rush Health	S	1,768,719	Fair Market Value
(12) Rush System for Health	M	36,620,688	Fair Market Value

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

1	Briefly describe the organization’s mission or most significant activities: THE MISSION OF RUSH COPLEY IS TO PROVIDE ADVANCED MEDICINE WITH QUALITY OUTCOMES AND EXTRAORDINARY CARE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	20
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	18
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	2,803
6	Total number of volunteers (estimate if necessary) .............	6	272
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	11,082,222	994,369
9	Program service revenue (Part VIII, line 2g) .........	426,407,473	430,364,800
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	15,264,290	15,522,227
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	5,285,293	24,998,668
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	458,039,278	471,880,064
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
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)	193,285,626	203,829,852
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	214,657,570	226,929,938
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	407,943,196	430,759,790
19	Revenue less expenses. Subtract line 18 from line 12.......	50,096,082	41,120,274
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,153,802,676	1,004,497,683
21	Total liabilities (Part X, line 26).............	426,423,274	362,248,351
22	Net assets or fund balances. Subtract line 21 from line 20.....	727,379,402	642,249,332

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 352,557,096 including grants of $ ) (Revenue $ 453,730,803 )
	THE MISSION OF RUSH COPLEY IS TO PROVIDE ADVANCED MEDICINE WITH QUALITY OUTCOMES AND EXTRAORDINARY CARE. IN FY25, COPLEY MEMORIAL HOSPITAL PROUDLY COLLABORATED WITH DOZENS OF CIVIC AND COMMUNITY GROUPS TO IMPACT THE KNOWLEDGE, HEALTH AND WELL-BEING OF THE COMMUNITY. COPLEY MEMORIAL HOSPITAL OFFERS FREE HEALTH EDUCATION AND WELLNESS PROGRAMS RANGING FROM DIABETES, HEART HEALTH, CANCER PREVENTION, HEALTH BEHAVIOR CHANGE, CHRONIC HEALTH, CPR EDUCATION, ADDRESSING SOCIAL NEEDS, AND MORE. SUMMARY OF FY25 HEALTH PROGRAMMING COPLEY MEMORIAL HOSPITAL SPONSORSHIP, PARTNERSHIP, AND PARTICIPATION IN COMMUNITY PROGRAMS. IN FY25, THE HOSPITAL PARTICIPATED IN NEARLY 210 COMMUNITY-BASED PROGRAMS AND EVENTS WITH SPECIAL EMPHASIS ON IMPROVING THE HEALTH AND WELLNESS OF ADULTS, CHILDREN AND UNDERSERVED POPULATIONS. FOOD INSECURITY THE RUSH COPLEY PROMISE PANTRY PROVIDES PATIENTS AND THEIR FAMILIES FACING FOOD INSECURITY WITH A BAG OF SHELF STABLE FOOD ITEMS ALONG WITH A LIST OF FOOD PANTRIES WITHIN RUSH COPLEY'S SERVICE AREA AND HANDOUT ON SNAP. IT WAS BORN FROM THE RUSH COPLEY PROMISE - A COMMITMENT WE MAKE TO ALL PATIENTS, THEIR FAMILIES AND GUESTS TO DO EVERYTHING POSSIBLE TO PROVIDE YOU WITH COMPASSIONATE AND EXCEPTIONAL CARE. RUSH COPLEY MEDICAL CENTER PARTNERS WITH LOAVES AND FISHES COMMUNITY SERVICES, A LOCAL FOOD PANTRY THAT NOW PROVIDES THE BAGS OF SHELF STABLE FOOD ITEMS FOR THE RUSH COPLEY PROMISE PANTRY. IN FY25 THE RUSH COPLEY PROMISE PANTRY PROVIDED 1,196 PROMISE PANTRY BAGS, THIS IS EQUIVALENT TO 17,940 POUNDS OF FOOD PROVIDED TO PATIENTS. ADDITIONALLY, THE COOK BOOK, "EAST WELL ON $4/DAY GOOD AND CHEAP" BY LEANNE BROWN AVAILABLE IN ENGLISH AND SPANISH ARE PROVIDED TO PATIENTS AND FAMILIES THROUGH THE RUSH COPLEY PROMISE PANTRY. STRENGTHENING COMMUNITY WELLBEING: RUSH COPLEY VOLUNTEER INITIATIVES RUSH COPLEY PARTICIPATED IN A VARIETY OF VOLUNTEER PROGRAMS THAT SUPPORT THE HEALTH AND WELLBEING OF THE COMMUNITY. THE RUSH COPLEY ADMINISTRATION TEAM PARTNERED WITH LOAVES & FISHES COMMUNITY SERVICES AT ST. THERESE CHURCH IN AURORA TO SUPPORT COMMUNITY FOOD DISTRIBUTION EFFORTS. IN ADDITION, RUSH COPLEY NURSES VOLUNTEERED AT TWO LOCAL FOOD PANTRIES-LOAVES & FISHES AND THE AURORA AREA INTERFAITH FOOD PANTRY-WHERE THEY ASSISTED WITH FOOD DISTRIBUTION AND STOCKING PANTRY ITEMS. RUSH COPLEY ALSO PARTICIPATED IN THE FOX VALLEY PARK DISTRICT ADOPT-A-TRAIL PROGRAM BY ADOPTING WAUBONSIE LAKE PARK AND TRAIL. TEAM MEMBERS ENGAGED IN MONTHLY CLEANUPS TO HELP MAINTAIN THE PARK AND TRAIL. IN FY25, A TOTAL OF 65 TEAM MEMBERS CONTRIBUTED 149.5 VOLUNTEER HOURS, REMOVING 286.96 POUNDS OF DEBRIS AND TRASH FROM THE PARK AND SURROUNDING TRAIL, WHILE ALSO SUPPORTING LOCAL FOOD DISTRIBUTION PROGRAMS. CHILD PASSENGER SAFETY COPLEY MEMORIAL HOSPITAL SERVES AS THE REGIONAL TRAFFIC SAFETY RESOURCE CENTER FOR SUBURBAN COOK AND SIX COLLAR COUNTIES (LAKE, DUPAGE, MCHENRY, KANE, KENDALL AND WILL). SIX OF THE SEVEN COUNTIES IN OUR REGION ARE PART OF THE ILLINOIS DEPARTMENT OF TRANSPORTATION'S 23-COUNTY MODEL. IN FY25 A TOTAL OF 237 NEW TECHNICIANS WERE CERTIFIED IN CHILD PASSENGER SAFETY TECHNICIAN COURSES AND 54 TECHNICIANS WERE RECERTIFIED. THERE WERE 178 INDIVIDUALS TRAINED FOR TECHNICAL SKILLS BUILDING CLASSES. CLASSES. COPLEY MEMORIAL HOSPITAL HOSTED CAR SEAT EDUCATION CLASSES AND CHECKS FOR CAREGIVERS, A TOTAL OF 402 WERE EDUCATED. CAR SEAT EDUCATION AND APPROPRIATE CAR SEAT FOR CHILD PRESENTATION - PARTNERED WITH RUSH COPLEY CARE MANAGEMENT TEAM, VNA, MERIDIAN HEALTH, COUNTY CARE, HEADSTART PROGRAMS, ECHO FAMILY SERVICES, AUNT MARTHA'S, AND THE LOCAL SCHOOL DISTRICTS TO IDENTIFY FAMILIES IN NEED OF CAR SEATS AND HAVE NO MEANS TO AFFORD ONE. A TOTAL OF 523 CAR SEATS WERE DISTRIBUTED AFTER CAREGIVERS RECEIVED THE NECESSARY EDUCATION FOR THE CAR SEAT IN THEIR VEHICLE. CAR SEAT DISTRIBUTION FOR AGENCIES, 325 AGENCIES WITH CERTIFIED CAR SEAT TECHNICIANS ON STAFF RECEIVED FIVE CAR SEATS TO BE DISTRIBUTED TO FAMILIES IN THEIR AREA IN NEED. OVERALL, IN FY25, 848 CAR SEATS WERE DISTRIBUTED TO LOW-INCOME FAMILIES AND AGENCIES THAT HAVE CERTIFIED CHILD PASSENGER SAFETY TECHNICIANS ON STAFF. IN FY25 THE PROGRAM HOSTED A TEEN DRIVER SAFETY PRESENTATIONS, 27 HIGH SCHOOLS PARTICIPATED IN A MINI-TEEN DRIVER SAFETY FAIR FOR THE HEALTH, PHYSICAL EDUCATION, AND DRIVERS' EDUCATION CLASSES TOTALING 2,943 STUDENTS. SENIOR DRIVING SAFETY PRESENTATIONS, NINE PRESENTATIONS WERE GIVEN FOR SENIOR DRIVERS AT TRIAD GROUPS TOTALING 98 PARTICIPANTS. DEFENSIVE DRIVING COURSE PROVIDED TO SIX SENIOR CITIZEN GROUPS FOR A TOTAL OF 105 STUDENTS. CPS AND SCHOOL BUS TRAINING PROVIDED TO SEVEN TRANSPORTATION AGENCIES RECEIVED THE CERTIFICATION CLASS. DIABETES EDUCATION PROGRAM RUSH COPLEY PROVIDES FREE DIABETES EDUCATION FOR PATIENTS WITH LIMITED FINANCIAL RESOURCES, EQUIPPING THEM WITH THE KNOWLEDGE AND SKILLS NEEDED TO EFFECTIVELY MANAGE THEIR CONDITION AND AVOID OR DELAY LONG TERM COMPLICATIONS. THE PROGRAM OFFERS CONSULTATIONS WITH CERTIFIED DIABETES EDUCATORS WHO SUPPORT PATIENTS AND COMMUNITY MEMBERS IN LEARNING PRACTICAL STRATEGIES FOR DIABETES MANAGEMENT. BY REDUCING BARRIERS TO HIGH QUALITY CARE, THIS INITIATIVE PROMOTES IMPROVED HEALTH OUTCOMES AND ADVANCES EQUITY IN ACCESS TO ESSENTIAL EDUCATION. DURING FY25, RUSH COPLEY CONDUCTED 358 EDUCATIONAL SESSIONS AND SERVED 237 UNIQUE PARTICIPANTS THROUGH PERSONALIZED DIABETES EDUCATION AND GUIDANCE. AUTOMATED EXTERNAL DEFIBRILLATOR (AED) DONATION PROGRAM RUSH COPLEY'S AED DONATION PROGRAM PROVIDES LIFE-SAVING DEVICES TO NONPROFIT ORGANIZATIONS WITHIN THE GREATER FOX VALLEY AREA, STRENGTHENING EMERGENCY PREPAREDNESS AND IMPROVING COMMUNITY HEALTH OUTCOMES. APPLICATIONS FOR AEDS ARE REVIEWED QUARTERLY BY A MULTIDISCIPLINARY COMMITTEE, AND SELECTED ORGANIZATIONS RECEIVE AN AED DEVICE ALONG WITH A WALL-MOUNTED STORAGE CASE. TO ENSURE PROPER USE, A PHYSICIAN ASSISTANT FROM THE CARDIOLOGY DEPARTMENT OFFERS HANDS-ON TRAINING TO THE ORGANIZATION'S TEAM, EQUIPPING THEM WITH THE SKILLS NEEDED TO RESPOND EFFECTIVELY DURING CARDIAC EMERGENCIES. IN FY25, EIGHT AEDS WERE DISTRIBUTED TO NONPROFIT ORGANIZATIONS THROUGHOUT THE FOX VALLEY COMMUNITY. THIS PROGRAM ADVANCES HEALTH EQUITY AND COMMUNITY SAFETY BY EXPANDING ACCESS TO EMERGENCY CARDIAC CARE IN PUBLIC SPACES, EMPOWERING NONPROFITS THAT SERVE VULNERABLE POPULATIONS, AND IMPROVING SURVIVAL RATES THROUGH TIMELY INTERVENTION IN AREAS THAT MAY LACK IMMEDIATE MEDICAL RESOURCES. COMMUNITY CPR CLASSES RUSH COPLEY MEDICAL CENTER PROMOTES COMMUNITY SAFETY AND ACCESS TO EMERGENCY CARE BY OFFERING FREE COMMUNITY CPR CLASSES IN COLLABORATION WITH ILLINOIS SAFETY. THESE CLASSES ARE HOSTED BOTH IN THE COMMUNITY AND AT RUSH COPLEY CAMPUSES AND ARE AVAILABLE IN ENGLISH AND SPANISH, ENSURING ACCESSIBILITY FOR DIVERSE POPULATIONS. PARTICIPANTS RECEIVE AMERICAN HEART ASSOCIATION HEARTSAVER CPR AND AED CERTIFICATION, EQUIPPING THEM WITH LIFESAVING SKILLS THAT CAN MAKE A CRITICAL DIFFERENCE IN EMERGENCIES. IN FY25, RUSH COPLEY HOSTED FOUR CLASSES, CERTIFYING 51 PARTICIPANTS, REINFORCING ITS COMMITMENT TO EMPOWERING THE COMMUNITY WITH ESSENTIAL SKILLS THAT IMPROVE SURVIVAL RATES AND HEALTH OUTCOMES. MOVEMENT DISORDERS PROGRAM RUSH COPLEY'S MOVEMENT DISORDERS PROGRAMIS A COMMUNITY-BASED INITIATIVE DEDICATED TO SUPPORTING AND MANAGING PARKINSON'S DISEASE, ESSENTIAL TREMOR, DYSTONIA, ATAXIA, AND OTHER MOVEMENT DISORDERS. THE PROGRAM FOCUSES ON HELPING PARTICIPANTS IMPROVE ANDMAINTAINMOBILITY, COORDINATION, AND OVERALL QUALITY OF LIFE. IN FY25, OFFERINGS WERE DELIVERED IN A HYBRID FORMAT AND INCLUDED MONTHLY SUPPORT GROUPS FOR PARTICIPANTS AND THEIR CARE PARTNERS/CAREGIVERS, EXERCISE CLASSES, AND MUSIC THERAPY. THESE SERVICES REACHED156 PARTICIPANTS, REINFORCING THE PROGRAM'S COMMITMENT TO COMPREHENSIVE CARE AND ONGOING MANAGEMENT FOR INDIVIDUALS LIVING WITH MOVEMENT DISORDERS. WATERFORD PLACE CANCER RESOURCE CENTER WATERFORD PLACE CANCER RESOURCE CENTER, PART OF RUSH COPLEY MEDICAL CENTER, CELEBRATED ITS10TH ANNIVERSARYTHIS YEAR, CONTINUING TO MAKE A MEANINGFUL DIFFERENCE FOR THOSE AFFECTED BY CANCER BY PROVIDINGFREE PROGRAMS AND SERVICES, THEREBYELIMINATINGFINANCIAL BARRIERS TO CARE FOR PATIENTS, SURVIVORS, AND CAREGIVERS. OFFERINGS INCLUDE WELLNESS AND EXERCISE, SALON AND SPA, EDUCATIONAL PROGRAMS, ANDINTEGRATIVE MEDICINE SERVICES, WITH BILINGUAL OPTIONS IN SPANISH TO ENSURE ACCESSIBILITY. IN FY25, WATERFORD PLACE HOSTED ABOUT40 PROGRAMS EACH MONTH, DELIVERED IN-PERSON AND HYBRID, SERVING925 INDIVIDUALSAND WELCOMING6,915 VISITS. RUSH COPLEY HEALTHCARE PROFESSIONALS ACTIVELY CONTRIBUTED BY PROVIDING EDUCATIONAL PRESENTATIONS, PROGRAMS, AND SERVICES, REINFORCING THE CENTER'S COMMITMENT TO IMPROVING QUALITY OF LIFE FOR THE CANCER COMMUNITY. COMMUNITY HEALTH EVENTS AND HEALTH TALKS ASSISTED IN COORDINATING, SUPPORTING, AND PARTICIPATING IN THE AURORA AFRICAN AMERICAN HEALTH FAIR, COMPANEROS EN SALUD/PARTNERS IN HEALTH COMMUNITY IMPACT EVENTS, PARENT UNIVERSITY AT

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses352,557,096

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	13,174,588	1,546,568	761,370

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	994,369
e	Government grants (contributions)		1e

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

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		994,369

		Business Code
2a	NET PATIENT SERVICE REVENUE	621110	385,416,963	385,416,963
b	MEDICAID TAX REVENUE	621110	43,952,097	43,952,097
c	OTHER PROGRAM REVENUE	900009	995,740	995,740
d
e
f	All other program service revenue.		0	0	0	0
g	Total. Add lines 2a–2f .....		430,364,800

3 Investment income (including dividends, interest, and othersimilar amounts) ......			9,635,588			9,635,588
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	1,408,724
b	Less: rental expenses	6b	387,957
c	Rental income or (loss)	6c	1,020,767	0
d	Net rental income or (loss).......			1,020,767			1,020,767
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	833,455,239	2,806,251
b	Less: cost or other basis and sales expenses	7b	827,670,889	2,703,962
c	Gain or (loss)	7c	5,784,350	102,289
d	Net gain or (loss).........			5,886,639			5,886,639
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	OUTSIDE SERVICE REVENUE		621990	23,366,003	23,366,003
b	GIFT SHOP REVENUE		453220	592,098			592,098
c	CAFETERIA REVENUE		621990	19,800			19,800
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			23,977,901
12	Total revenue. See instructions.....			471,880,064	453,730,803	0	17,154,892

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
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 ...........	4,804,485		4,804,485
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	631,513		631,513
7	Other salaries and wages........	164,094,483	123,070,862	41,023,621
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	5,114,061	3,835,546	1,278,515
9	Other employee benefits .......	16,984,385	12,738,289	4,246,096
10	Payroll taxes ...........	12,200,925	9,150,694	3,050,231
11	Fees for services (non-employees):
a	Management ......	8,131,051	6,098,288	2,032,763
b	Legal .........	45,738		45,738
c	Accounting ...........	8,088		8,088
d	Lobbying ...........	63,829		63,829
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	1,390,288		1,390,288
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	22,625,224	16,968,918	5,656,306	0
12	Advertising and promotion ....	128,430	128,430
13	Office expenses .......	10,373,933	7,780,450	2,593,483
14	Information technology ......	10,684,344	8,013,258	2,671,086
15	Royalties ..
16	Occupancy ...........	5,616,604	4,212,453	1,404,151
17	Travel ............	80,407	60,305	20,102
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	29,915	22,436	7,479
20	Interest ...........	3,660,154	3,660,154
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	24,738,184	24,738,184
23	Insurance ...	7,954,561	5,965,921	1,988,640
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	MEDICAL SUPPLIES	72,398,410	72,398,410
b	MEDICAID PROVIDER TAX	26,523,990	26,523,990
c	PURCHASED SERVICES	21,145,117	15,858,837	5,286,280
d	340B DRUGS EXPENSE	5,729,284	5,729,284
e	All other expenses	5,602,387	5,602,387	0	0
25	Total functional expenses. Add lines 1 through 24e	430,759,790	352,557,096	78,202,694	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			47,071,303	1	53,617,267
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			79,549,893	4	66,154,196
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 ............			7,813,910	8	7,918,165
9	Prepaid expenses and deferred charges ......			149,451	9	6,467,348
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	493,596,346
b	Less: accumulated depreciation	10b	291,571,774	209,960,950	10c	202,024,572
11	Investments—publicly traded securities .			358,123,529	11	419,067,919
12	Investments—other securities. See Part IV, line 11 .....			0	12
13	Investments—program-related. See Part IV, line 11 ..			0	13
14	Intangible assets ...............			4,300,885	14	4,300,885
15	Other assets. See Part IV, line 11 ...........			446,832,755	15	244,947,331
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,153,802,676	16	1,004,497,683

17	Accounts payable and accrued expenses .....	132,449,958	17	137,206,057
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........	116,306,734	20	112,508,825
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 ..		23
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	177,666,582	25	112,533,469
26	Total liabilities. Add lines 17 through 25..	426,423,274	26	362,248,351

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	717,156,604	27	610,640,499
28	Net assets with donor restrictions ...........	10,222,798	28	31,608,833
	Organizations that do not follow FASB ASC 958, check here 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 ...........	727,379,402	32	642,249,332
33	Total liabilities and net assets/fund balances ........	1,153,802,676	33	1,004,497,683