2026-05-14T17:25:37+00:00 2025-06-30 861065772 Deloitte Tax LLP 50 South Sixth Street Suite 2800 Minneapolis MN 55402 990 2024-07-01 364046278 Rush System for Health RUSH 3129425000 1725 W Harrison Street 364 Chicago IL 60612 Omar B Lateef DO President & CEO 3129425000 2026-05-14 true Anna Kolakaluri P01275237 6123974000 2026-05-14 2024 2025-03-06 01:10:19Z Rush University System for Health Omar B Lateef DO 1725 W Harrison Street 364 Chicago IL 60612 283154871 false X www.rush.edu X 1995 IL The mission of Rush University System for Health is to improve the health of the individuals and diverse communities it serves through the integration of outstanding patient care, education, research, and community partnerships. 19 19 0 19 0 0 0 162921590 283154871 0 0 0 0 162921590 283154871 0 2500 0 65761917 123924559 0 0 0 97159673 159227812 162921590 283154871 0 0 41456685 82018236 43117294 83678845 -1660609 -1660609 The mission of Rush University System for Health is to improve the health of the individuals and diverse communities it serves through the integration of outstanding patient care, education, research, and community partnerships. false false 283154871 2500 283154871 Rush University System for Health (RUSH) is the sole-corporate member of Rush University Medical Center (RUMC), Rush Oak Park Hospital (ROPH), and Rush Copley Medical Center, Inc. (RCMC), holding certain Reserved Powers over RUMC, ROPH, and RCMC to ensure a uniform vision and strategy across the Rush System, and is the ultimate parent entity for the Rush System. RUSH provides for the contract administration, governance, and analysis of the Employee Health Benefits program for the Rush System. RUSH also provides system support services which include decision support, quality analytics, knowledge management, Internal Audit, System Strategic Planning, and Digital and Information Services. 283154871 true false false false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true true true false false true 0 0 0 false false false false false false false false false false false false X 19 19 true false true false false false false true true false false false true true true true true true false false false false IL X Patricia S O'Neil 3129425647 1725 W Harrison Street Suite 364 Chicago IL 60612 Trish Anen Director (Ex Officio) (start 6/25) 1.0 3.0 X X 0 0 0 Bruce W Dienst Director 1.0 3.0 X 0 0 0 Catherine Cederoth Director 1.0 3.0 X 0 0 0 Charles A Tribbett III Director 1.0 0 X 0 0 0 Christine A Edwards Vice Chair/Director 1.0 1.0 X 0 0 0 Christine Sobek Director (Ex Officio) (end 6/25) 1.0 3.0 X 0 0 0 E Scott Santi Director 1.0 0 X 0 0 0 Everett Ward Director (Ex Officio) 1.0 1.0 X 0 0 0 Gary E McCullough Director (Ex Officio) 1.0 1.0 X 0 0 0 Jay L Henderson Director 1.0 0 X 0 0 0 Juan R Luciano Director 1.0 0 X 0 0 0 Kenneth HM Leet Director 1.0 0 X 0 0 0 Matthew J Boler Director (end 6/25) 1.0 1.0 X 0 0 0 Peter C B Bynoe Esq Director 1.0 0 X 0 0 0 Robert A Wislow Director (Ex Officio) 1.0 1.0 X 0 0 0 Russell P Smyth Director 1.0 0 X 0 0 0 Stephen N Potter Director 1.0 1.0 X 0 0 0 William A Downe CM Chairman/Director 1.0 2.0 X 0 0 0 William J Friend Director 1.0 0 X 0 0 0 Alex D Wiggins Chief Investment Officer, RUSH 1.0 40.0 X 0 707154 128570 Blake Evans MBA CHFP VP of Revenue Cycle, RUSH (start 3/25) 1.0 40.0 X 0 258594 62442 Brian D Stein MD MS Chief Quality Officer, RUSH (start 9/24) 1.0 28.0 X 0 629519 108223 Carl T Bergetz JD Chief Legal Officer, RUSH & Board Secretary, RUSH 1.0 46.0 X 0 1152334 183008 Courtney L Kammer MHA Chief Human Resources Officer, RUSH 1.0 40.0 X 0 877415 164333 Denise N Szalko VP Revenue Cycle, RUSH (end 8/24) 1.0 40.0 X 0 1148826 348585 Dino P Rumoro DO MPH FACEP Chief Administrative Officer RUMC & ROPH 1.0 29.0 X 0 890567 175974 Jeffrey M Gautney Chief Information Officer, RUSH 1.0 40.0 X 0 780908 170549 Jeffrey Tack Treasurer, RUSH (start 9/24) 1.0 44.0 X 0 394234 26315 Jeremy E Strong VP Supply Chain (Procurement Officer), RUSH 1.0 40.0 X 0 432682 91705 John Diederich MA MBA FACHE President & Chief Executive Officer, RCMC 1.0 44.0 X 0 1303036 48416 Kathryn H Jones Chief Strategy Officer, RUSH 1.0 40.0 X 0 605415 121945 Kelly M Sullivan JD Chief Risk Officer, RUSH 1.0 40.0 X 0 476128 63331 Matt Walsh MHA Chief Operating Officer, RUSH 1.0 41.0 X 0 1704633 248965 Murray T Ancell MS CFRE Chief Development Officer, RUSH (end 5/25) 1.0 40.0 X 0 670966 131073 Omar B Lateef DO President & Chief Executive Officer, RUSH 1.0 41.0 X 0 4296109 523669 Patricia S O'Neil MAE Chief Financial Officer, RUSH 1.0 40.0 X 0 1386497 217190 Paul E Casey MD MBA FACEP Chief Medical Officer, RUSH (start 11/24) 1.0 40.0 X 0 1070748 192077 Peter Briechle PhD VP Philanthropic Giving 1.0 0.0 X 0 500642 81841 Robert S D Higgins MD MSHA President & Chief Academic Officer, Rush University (start 11/24) 1.0 41.0 X 0 1139616 176950 Sherri Boyle CPA MBA MSF VP Corporate Finance and Financial Operations, RUSH 1.0 40.0 X 0 519375 103347 K Ranga Rama Krishnan MB ChB Former Officer 0.0 0.0 X 0 904362 30143 Marcos DeLeon Former Officer 0.0 0.0 X 0 226700 11270 0 22076460 3409921 0 true true false Ahead Inc 444 W Lake Street Suite 3000 Chicago IL 60606 Information Technology 8759782 Epic Systems Corporation 1979 Milky Way Verona WI 53593 Information Technology 8506675 MD Anderson Physician Network 7007 Bertner Avenue Suite 1Mc182457 Houston TX 77030 Oncology Services 6305905 Teksystems Global Services LLC 7437 Race Road Hanover MD 21076 Information Technology 5383037 Citrix Systems Inc 851 W Cypress Creek Road Fort Lauderdale FL 33309 Information Technology 3506959 128 0 System Support Services 561499 283154871 283154871 0 0 0 0 283154871 0 0 0 0 0 0 0 0 0 283154871 283154871 0 0 X 2500 2500 99716885 99716885 24207674 24207674 43597 43597 1576276 1576276 1328670 1328670 964 964 40781639 40781639 0 0 4594095 4594095 1218370 1218370 75890720 75890720 5834759 5834759 636569 636569 425575 425575 5018548 5018548 12334278 12334278 Equipment Maintenance 5757457 5757457 Minor Equipment 2329871 2329871 Membership Dues 1613239 1613239 Supplies -356205 -356205 199390 199390 0 0 283154871 283154871 0 0 6642 3523 0 0 0 0 25508768 27853337 59168047 5083318 15907498 54084729 0 0 33777 76647 41456685 82018236 3925483 7746572 0 0 39191811 75932273 43117294 83678845 -1660609 -1660609 -1660609 -1660609 41456685 82018236 0 0 X false true true false X X 5 Rush University Medical Center 362174823 3 true 178819579 0 Rush Oak Park Hospital Inc 362183812 3 true 12973964 0 Copley Memorial Hospital Inc 362170840 3 true 24161636 0 Copley Ventures Inc 363370216 3 true 0 0 Rush Copley Foundation 363093877 7 true 0 0 Rush Medical Group 991940690 9 true 66331026 0 6 282286205 0 false false false false false false false false false false false false false false false true false Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name Any of Rush University System for Health's (RUSH) supported organizations that are not listed by name in RUSH's governing documents are designated in the Articles of Incorporation as 'other such entities of which the Corporation is the direct or ultimate sole corporate member and which are tax-exempt under Section 501(c)(3) of the Code and are classified as other than private foundation under Section 509(a)(1) or Section 509(a)(2) of the Code'. 52752589 5083318 47669271 6415458 6415458 54084729 Federal Income Taxes Payable to Rush University Medical Center 75010371 Payable to Rush Medical Group 770801 Payable to Rush Oak Park Hospital 151101 75932273 true true false false false false false false false K Ranga Rama Krishnan MB ChB Former Officer 0 818588 0 79100 0 6674 0 20700 0 9443 0 934505 0 0 Marcos DeLeon Former Officer 0 0 0 27000 0 199700 0 0 0 11270 0 237970 0 203077 Murray T Ancell MS CFRE Chief Development Officer, RUSH (end 5/25) 0 490862 0 178189 0 1915 0 101730 0 29343 0 802039 0 0 Carl T Bergetz JD Chief Legal Officer, RUSH & Board Secretary, RUSH 0 703287 0 320381 0 128666 0 162643 0 20365 0 1335342 0 87973 Sherri Boyle CPA MBA MSF VP Corporate Finance and Financial Operations, RUSH 0 395267 0 122017 0 2091 0 74004 0 29343 0 622722 0 0 Peter Briechle PhD VP Philanthropic Giving 0 359355 0 111956 0 29331 0 66901 0 14940 0 582483 0 19852 Paul E Casey MD MBA FACEP Chief Medical Officer, RUSH (start 11/24) 0 679513 0 390176 0 1059 0 153470 0 38607 0 1262825 0 0 Blake Evans MBA CHFP VP of Revenue Cycle, RUSH (start 3/25) 0 206756 0 51838 0 0 0 16645 0 45797 0 321036 0 0 Jeffrey M Gautney Chief Information Officer, RUSH 0 568058 0 206697 0 6153 0 138706 0 31843 0 951457 0 0 Robert S D Higgins MD MSHA President & Chief Academic Officer, Rush University (start 11/24) 0 1039177 0 50000 0 50439 0 157094 0 19856 0 1316566 0 0 Kathryn H Jones Chief Strategy Officer, RUSH 0 449231 0 133023 0 23161 0 97465 0 24480 0 727360 0 0 Courtney L Kammer MHA Chief Human Resources Officer, RUSH 0 597289 0 279022 0 1104 0 139108 0 25225 0 1041748 0 0 Omar B Lateef DO President & Chief Executive Officer, RUSH 0 2024159 0 2050821 0 221129 0 494575 0 29094 0 4819778 0 147633 Patricia S O'Neil MAE Chief Financial Officer, RUSH 0 878249 0 410473 0 97775 0 200504 0 16686 0 1603687 0 34935 Dino P Rumoro DO MPH FACEP Chief Administrative Officer RUMC & ROPH 0 604060 0 282881 0 3626 0 143931 0 32043 0 1066541 0 0 Kelly M Sullivan JD Chief Risk Officer, RUSH 0 351524 0 108201 0 16403 0 60331 0 3000 0 539459 0 0 Jeremy E Strong VP Supply Chain (Procurement Officer), RUSH 0 315689 0 93514 0 23479 0 58762 0 32943 0 524387 0 1886 Denise N Szalko VP Revenue Cycle, RUSH (end 8/24) 0 298233 0 135591 0 715002 0 325749 0 22836 0 1497411 0 356254 Jeffrey Tack Treasurer, RUSH (start 9/24) 0 325651 0 66183 0 2400 0 13595 0 12720 0 420549 0 0 Matt Walsh MHA Chief Operating Officer, RUSH 0 1180491 0 479717 0 44425 0 227453 0 21512 0 1953598 0 0 Alex D Wiggins Chief Investment Officer, RUSH 0 529446 0 169180 0 8528 0 92023 0 36547 0 835724 0 0 John Diederich MA MBA FACHE President & Chief Executive Officer, RCMC 0 734550 0 154960 0 413526 0 11500 0 36916 0 1351452 0 0 Brian D Stein MD MS Chief Quality Officer, RUSH (start 9/24) 0 485391 0 143130 0 998 0 79629 0 28594 0 737742 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The CEO's compensation is determined by a related organization which includes the use of the following methods: -Compensation committee -Independent compensation consultant -Compensation survey -Approval by the board Schedule J, Part I, Line 4a Severance or change-of-control payment The following received severance payments in CY2024: Marcos DeLeon - $203,077 Denise N. Szalko - $136,582 The following amounts were included in Schedule J, Part II, Column C as other deferred compensation in TY2024: Denise N. Szalko - $307,310 to be paid in CY2025 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Rush University Medical Center and Copley Memorial Hospital, Inc. each offer a supplemental retirement plan to all employees who participate in the executive benefits program and whose compensation exceeds the IRS allowable limit for a qualified pension plan. Amounts accrued for the plan are included in deferred income on Schedule J. The Rush Executive Retirement Plan (the "Rush ERP the "Plan") provides supplemental retirement benefits to eligible executives of the Rush University Medical Center (the "Medical Center"). These benefits are in addition to those provided under the Retirement Plan (a tax-qualified defined benefit pension plan), the 403(b) Retirement Savings Plan, and the 457(b) Supplemental Retirement Savings Plan. The Rush ERP is effective January 1, 2014, and replaces the Supplemental Executive Retirement Plan (the "SERP"), which was frozen effective December 31, 2013. Any benefits earned under SERP will be preserved. The Rush ERP is a defined contribution plan designed to provide funds to participants that can be used to provide supplemental retirement income. Once vested, the amounts contributed plus investment gains (and minus losses) is paid. The retirement benefits provided under the Plan, like those provided by the SERP prior to 2014, are in addition to those provided under the Medical Center's Retirement Plan, a defined benefit pension plan, the 403(b) Retirement Savings Plan, and the 457(b) Supplemental Retirement Savings Plan. The amounts paid out from this plan were as follows: Carl Bergetz - $126,334 Peter Briechle PhD - $26,732 John Diederich - $407,131 Omar Lateef - $218,606 Shonda W. Morrow JD, MS, RN - $35,519 Patricia S. O'Neil - $48,630 Jeremy E. Strong - $2,793 Kelly M. Sullivan JD - $13,519 Denise Szalko - $569,036 Alex D. Wiggins- $7,002 These amounts are included in Schedule J Part II Column (B)(iii). Form 990, Part VI, Line 15 Rush University System for Health relies on related organizations to determine compensation of the CEO and other officers. The related organizations use an independent review, comparability data and contemporaneous substantiation to establish compensation packages for officers. All officer compensation packages are approved by the Compensation and Human Resources Committee of the respective related organizations. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Christine A. Edwards; Stephen N. Potter; Robert A. Wislow; Kenneth H. M. Leet; Carl T. Bergetz, JD; Omar B. Lateef, DO; Patricia S. O'Neil, MAE; Courtney L. Kammer, MHA; Matt Walsh, MHA; Jeffrey M. Gautney; Murray T. Ancell, MS, CFRE; Kathryn H. Jones; Jeremy E. Strong; Alex D. Wiggins; Sherri Boyle, CPA, MBA, MSF; Denise N. Szalko; Kelly M. Sullivan Wyatt, JD; Matthew J. Boler; William A. Downe, CM; Paul E. Casey, MD, MBA, FACEP; John Diederich, MA, MBA, FACHE; Blake Evans, MBA, CHFP; Robert S.D. Higgins, MD, MSHA; Brian Stein, MD; Jeffrey Tack - Business relationship, Catherine Cederoth: Bruce W. Dienst; John Diederich, MA, MBA, FACHE; Christine Sobek; Carl T. Bergetz, JD; Jeffrey Tack; Trish Anen - Business relationship, Gary E. McCullough; Everett Ward; Carl T. Bergetz, JD; Dino P. Rumoro, DO, MPH, FACEP - Business relationship, Omar B. Lateef DO; Matt Walsh MHA; Carl T. Bergetz JD; John Diederich MA, MBA, FACHE; Robert S. D. Higgins MD, MSHA; Dino P. Rumoro DO, MPH, FACEP - Business relationship Form 990, Part VI, Line 4 Significant changes to organizational documents The Rush University System for Health Board of Directors amended the Bylaws two times during FY25 to align the System Board and the Boards of the Subsidiary Hospitals (including Rush University Medical Center, Rush Copley Medical Center, and Rush Oak Park Hospital) with best practices for governance, increase efficiencies, and streamline procedures. The over-arching goal is to empower the System Board and Subsidiary Boards for success as they continue to evolve to a more integrated Rush University System for Health. Amendments Summary - November 21, 2024 - 1) Other Subsidiaries: - Removed reference to other subsidiaries that the Corporation may have (other than the Hospitals) due to redundancy - Added reference to RMG where appropriate. 2) System Trustees Advisory Body (SAB) and Rush Councils: - Removed System Board oversight of SAB and RUSH Councils, including removing the Board's approval authority over the members of the SAB and Rush Councils - Changed name of SAB to "Rush Trustees Group" - Changed name of members from "Rush System Trustees" to "Rush Trustees" - Removed terms and term limits of the RUSH Trustees - Removed need for System Board to approve establishing Rush Councils and removed reference to Rush Councils, enabling the charter of the Rush Trustees Group to dictate Council roles, responsibilities, composition, etc. - Removed reference to Life Trustees - Kept that Board Directors and Committee Members shall also be Rush Trustees, but reduced overuse of the statement 3) Term and Resignation Process: - Language, count, and process clean up 4) CFO Reporting Line: - Changed to reporting to COO, rather than CEO Amendments Summary - June 12, 2025 - 1) System Board Reserved Powers: - Changed for the approval of the appointment and compensation and bonus of any Subsidiary Chief Executive Officer to be based on the recommendation of their manager (instead of the System CEO) in consultation with the Subsidiary Board 2) Chairperson and Vice-Chairperson Term Limitation: - Added the description of terms for board and committee chairpersons and vice-chairpersons 3) Chief Executive Officer - Additional Authority: - Removed the oversight of Subsidiary CEOs performance and removal from the System CEO's authority 4) SVP and Chief Financial Officer Authority: - Removed the Subsidiaries CFOs from reporting to both the applicable Subsidiary Hospital CEO and the System CFO 5) SVP and Chief Legal Officer Authority - Removed the Subsidiaries general counsels from reporting to both the applicable Subsidiary CEO and to the System CLO Form 990, Part VI, Line 11b Review of form 990 by governing body A copy of Form 990 is provided to the Board of Trustees. The 990 is reviewed with the Audit Committee by the SVP & Chief Financial Officer with regard to the financial reporting and any major changes since the prior year. Form 990, Part VI, Line 12c Conflict of interest policy On an annual basis, members of the Rush University System for Health (RUSH) Board and the corporate officers of RUSH complete and return a conflict-of-interest survey form. Any disclosures are reviewed by the Institutional Conflicts of Interest (ICOI) Committee which is a sub-Committee of the Audit Committee of the RUSH Board. The ICOI Committee makes any final determinations as deemed appropriate or necessary to manage, reduce or eliminate conflicts. If it is determined that there may be a business-related conflict of interest between RUSH and any members of the RUSH Board, such persons are asked to make transparency statements and recuse themselves from any committee or RUSH Board meetings during the time an agenda item that relates to the matters giving rise to the business-related conflict of interest are discussed. Form 990, Part VI, Line 19 Required documents available to the public RUSH does not make its governing documents or conflict of interest policies of its related organizations available to the public. The financial statements are available through the Illinois Attorney General's Office. Form 990, Part IX, Line 11g Other Fees Other Professional Services - Total Expense: 29984018, Program Service Expense: 29984018, Management and General Expenses: , Fundraising Expenses: ; Consulting - Total Expense: 9870207, Program Service Expense: 9870207, Management and General Expenses: , Fundraising Expenses: ; Recruiting - Total Expense: 469362, Program Service Expense: 469362, Management and General Expenses: , Fundraising Expenses: ; Miscellaneous Expenses - Total Expense: 458052, Program Service Expense: 458052, Management and General Expenses: , Fundraising Expenses: ; Rush University Medical Center 1700 W Van Buren Street Chicago IL 60612 362174823 Healthcare IL 501(c)(3) 3 Rush System for Health true Rush Oak Park Hospital Inc 520 S Maple Avenue Oak Park IL 60304 362183812 Healthcare IL 501(c)(3) 3 Rush System for Health true Copley Memorial Hospital Inc 2000 Ogden Avenue Aurora IL 60504 362170840 Healthcare IL 501(c)(3) 3 Rush Copley Medical Center Inc true Copley Ventures Inc 2000 Ogden Avenue Aurora IL 60504 363370216 Property & Healthplex Owner IL 501(c)(3) 3 Rush Copley Medical Center Inc true Rush Copley Foundation 2000 Ogden Avenue Aurora IL 60504 363093877 Contribution Solicitation IL 501(c)(3) 7 Rush Copley Medical Center Inc true Rush University System for Health Self-Insurance Trust 1700 W Van Buren Street Chicago IL 60612 366673233 Healthcare Insurance IL 501(c)(3) Type III-FI Rush University Medical Center true Rush Copley Medical Center Inc 2000 Ogden Avenue Aurora IL 60504 363093877 Parent Company IL 501(c)(3) Type II Rush System for Health true Rush Medical Group 1700 W Van Buren Street Suite 301 Chicago IL 60612 991940690 Healthcare IL 501(c)(3) 10 Rush System for Health true Rush Surgicenter at the Professional Building LP 1725 W Harrison Street Chicago IL 60612 363853026 Surgery Center IL NA N/A Rush Copley Surgicenter LLC 2000 Ogden Avenue Aurora IL 60504 384012268 Surgery Center IL NA N/A Rush Copley Orthopedics LLC 2000 Ogden Avenue Aurora IL 60504 611801175 Healthcare IL NA N/A Room Five Hundred 1725 W Harrison Street Chicago IL 60612 237139832 Dining Room IL NA C Corporation true Rush University Medical Center Insurance Co Ltd PO Box 1051 Grand Cayman CJ Insurance CJ NA C Corporation true Rush Copley Medical Group NFP 2000 Ogden Avenue Aurora IL 60504 363235315 Healthcare IL NA C Corporation true Perpetual Trusts (14) Trust IL NA Trust true Perpetual Trusts (4) Trust RI NA Trust true Perpetual Trusts (2) Trust MI NA Trust true Perpetual Trust Trust CA NA Trust true Perpetual Trust Trust MN NA Trust true Perpetual Trust Trust GA NA Trust true Perpetual Trust Trust TX NA Trust true Perpetual Trust Trust MO NA Trust true Charitable Gift Annuity (7) Gift Annuity MA NA true Charitable Gift Annuity (10) Gift Annuity IL NA true Charitable Gift Annuity (2) Gift Annuity NV NA true Rush University Medical Center Master Retirement Trust 1700 W Van Buren Street Chicago IL 60612 912043520 Pension Trust IL NA Trust true Rush Health 1645 W Jackson Boulevard Suite 501 Chicago IL 606123276 363972171 Clinically Integrated Network IL Rush System for Health C Corporation 34605899 21464856 1 true Rush Health ACO Inc 1645 W Jackson Boulevard Suite 501 Chicago IL 606123276 821632136 Accountable Care Organization IL NA C Corporation true false false false false false false false false false false false true true true true true true false false Rush University Medical Center L 178819579 Fair Market Value Rush Oak Park Hospital L 12973964 Fair Market Value Copley Memorial Hospital Inc L 24161636 Fair Market Value Rush Medical Group L 66331026 Fair Market Value Rush Health L 868667 Fair Market Value Rush Health M 552607 Fair Market Value Rush University Medical Center P 283154871 Fair Market Value Rush Health P 130370 Fair Market Value Rush Health Q 231290 Fair Market Value