Civic Intelligence

Rush University Medical Center'S Self-Insurance Trust(See Attachment 1)

EIN 36-6673233 • 501(c)3 • Chicago, IL

Profile

Provide self-insurance funds to exempt organization.

1700 West Van Buren Street 265Chicago, IL 60612

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.09x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.32x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

5th percentile

$38,167

Higher top officer pay than 5% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

87th percentile

21%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-7.1%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$202,959,705

Up $35,872,606 (+21%) from 2023

Liabilities

Up

$18,152,185

Up $15,462,985 (+575%) from 2023

Net Assets

Up

$184,807,520

Up $20,409,621 (+12%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin87th percentile

Revenue

Down

$57,318,618

Down $4,372,456 (-7.1%) from 2023

Expenses

Down

$35,677,051

Down $44,213,482 (-55%) from 2023

Net Income

Up

$21,641,567

Up $39,841,026 (+219%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2011: $119,727,028Liabilities 2011: $0Net Assets 2011: $119,727,0282011Assets 2012: $114,874,590Liabilities 2012: $0Net Assets 2012: $114,874,5902012Assets 2013: $116,635,424Liabilities 2013: $0Net Assets 2013: $116,635,4242013Assets 2014: $118,507,126Liabilities 2014: $0Net Assets 2014: $118,507,1262014Assets 2015: $121,787,170Liabilities 2015: $0Net Assets 2015: $121,787,1702015Assets 2016: $122,440,641Liabilities 2016: $0Net Assets 2016: $122,440,6412016Assets 2017: $136,311,501Liabilities 2017: $0Net Assets 2017: $136,311,5012017Assets 2018: $138,764,967Liabilities 2018: $0Net Assets 2018: $138,764,9672018Assets 2020: $154,559,353Liabilities 2020: $1,093,560Net Assets 2020: $153,465,7932020Assets 2021: $184,033,612Liabilities 2021: $100,846Net Assets 2021: $183,932,7662021Assets 2022: $183,033,993Liabilities 2022: $10,698,244Net Assets 2022: $172,335,7492022Assets 2023: $167,087,099Liabilities 2023: $2,689,200Net Assets 2023: $164,397,8992023Assets 2024: $202,959,705Liabilities 2024: $18,152,185Net Assets 2024: $184,807,5202024

Highlighted filing

2024

Assets$202,959,705
Liabilities$18,152,185
Net Assets$184,807,520
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MExpenses 2011: $16,725,4062011Expenses 2012: $16,820,1882012Revenue 2013: $27,595,602Expenses 2013: $28,396,194Net Income 2013: -$800,5922013Revenue 2014: $20,689,141Expenses 2014: $18,350,630Net Income 2014: $2,338,5112014Revenue 2015: $44,442,298Expenses 2015: $35,162,663Net Income 2015: $9,279,6352015Revenue 2016: $59,278,626Expenses 2016: $59,602,875Net Income 2016: -$324,2492016Revenue 2017: $52,649,737Expenses 2017: $40,012,060Net Income 2017: $12,637,6772017Revenue 2018: $45,841,415Expenses 2018: $35,511,888Net Income 2018: $10,329,5272018Revenue 2020: $14,034,328Expenses 2020: $17,854,543Net Income 2020: -$3,820,2152020Revenue 2021: $58,498,218Expenses 2021: $34,656,554Net Income 2021: $23,841,6642021Revenue 2022: $32,897,425Expenses 2022: $20,978,653Net Income 2022: $11,918,7722022Revenue 2023: $61,691,074Expenses 2023: $79,890,533Net Income 2023: -$18,199,4592023Revenue 2024: $57,318,618Expenses 2024: $35,677,051Net Income 2024: $21,641,5672024

Highlighted filing

2024

Revenue$57,318,618
Expenses$35,677,051
Net Income$21,641,567
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$202,959,705
Liabilities
$18,152,185
Net assets
$184,807,520
Revenue
$57,318,618
Expenses
$35,677,051
Net income
$21,641,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$203$18.2$185$57.3$35.7$21.6
2023Detailed filing. Detailed filing data is available for this year.$167$2.69$164$61.7$79.9$18.2
2022Detailed filing. Detailed filing data is available for this year.$183$10.7$172$32.9$21.0$11.9
2021Detailed filing. Detailed filing data is available for this year.$184$0.10$184$58.5$34.7$23.8
2020Detailed filing. Detailed filing data is available for this year.$155$1.09$153$14.0$17.9$3.82
2018Detailed filing. Detailed filing data is available for this year.$139$0.00$139$45.8$35.5$10.3
2017Detailed filing. Detailed filing data is available for this year.$136$0.00$136$52.6$40.0$12.6
2016Detailed filing. Detailed filing data is available for this year.$122$0.00$122$59.3$59.6$0.32
2015Detailed filing. Detailed filing data is available for this year.$122$0.00$122$44.4$35.2$9.28
2014Detailed filing. Detailed filing data is available for this year.$119$0.00$119$20.7$18.4$2.34
2013Detailed filing. Detailed filing data is available for this year.$117$0.00$117$27.6$28.4$0.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$0.00$115$16.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$0.00$120$16.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.1
Gross Receipts
$107,259,493
Mission and Program Overview

Mission

Provide self-insurance funds to exempt organization

Provide self-insurance funds through investment activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$164,397,899$184,807,520▲ $20,409,621
Investments in Publicly Traded Securities$159,687,417$181,367,567▲ $21,680,150
Savings and Temporary Cash Investments$7,010,248$20,992,377▲ $13,982,129
Accounts Receivable$389,434$599,761▲ $210,327
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$167,087,099$202,959,705▲ $35,872,606
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,689,200$18,152,185▲ $15,462,985
Other Liabilities$0$0→ $0
Total Liabilities$2,689,200$18,152,185▲ $15,462,985
Net Assets / Fund Balance
Total Net Assets Fund Balance$164,397,899$184,807,520▲ $20,409,621
Total Liabilities and Net Assets / Fund Balance$167,087,099$202,959,705▲ $35,872,606
Compensation and Service Providers
Top Officer Pay5th percentile

Employees

NameTitleBaseTotal
The Northern TrustTrustee$38,167$38,167

Highest Paid Contractors

ContractorServicesLocationCompensation
Rush University Medical CenterLegal and Risk Services1653 W Congress Parkway, Suite 3300, Chicago, IL 60612$3,200,172
Donohue Brown Mathewson & Smyth LLCLegal Services131 S Dearborn Street, Suite 3300, Chicago, IL 60603$1,097,516
Swanson Martin & Bell LLPLegal Services330 N Wabash Avenue, Suite 2900, Chicago, IL 60611$725,445
Barker Castro & Steinback LLCLegal Services115 S LaSalle Street, Suite 1100, Chicago, IL 60603$658,092
Johnson & Bell LtdLegal Services33 W Monroe Street, Chicago, IL 60603$195,464
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$41,183,000
Investment Income
$16,135,618
Other Revenue
$0
Change in Net Assets
$21,641,567
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,677,051
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$3,200,172--$3,200,172
Fees for Services Legal$2,757,492--$2,757,492
Information Technology$680,065--$680,065
Fees for Services Other$447,152$0$0$447,152
Fees for Service Investment Mgmnt Fees$256,747--$256,747
Other Expenses$29,762--$29,762
Travel$13,255--$13,255
Total Functional Expenses$35,677,051$0$0$35,677,051
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 4 Significant changes to organizational documents

“The entity amended its trust agreement to update the name to "Rush University System for Health Self-Insurance Trust" to more accurately reflect operational and procedural aspects along with those covered under the trust agreement.”

Form 990, Part VI, Line 8A Documentation of meetings held by governing body

“The entity is a trust to administer the self-insurance for Rush University Medical Center and Rush Medical Group. There is no governing body for the reporting entity.”

Form 990, Part VI, Line 8B Documentation of meetings held by committees of governing body

“The entity is a trust to administer the self-insurance for Rush University Medical Center and Rush Medical Group. There is no governing body for the reporting entity.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The entity is a trust to administer the self-insurance for Rush University Medical Center (RUMC) and Rush Medical Group (RMG). There is no governing body for the reporting entity. The information is compiled and reviewed internally by Corporate Finance. The return is reviewed by Deloitte Tax LLP before being submitted to the officers of RUMC and RMG for review.”

Form 990, Part VI, Line 19 Required documents available to the public

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Rush University System for Health Self-Insurance Trust
EIN
36-6673233
Phone
3129425000
Address
1700 West Van Buren Street 265, Chicago, IL 60612

Signing Officer

Name
Patricia S ONeil
Title
Senior Vice President & System CFO
Phone
3129425647
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax LLP
Address
50 South Sixth Street Suite 2800, Minneapolis, MN 55402
Preparer
Anna Kolakaluri
Phone
6123974000
Raw XML AppendixShowing 400 of 445 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The entity amended its trust agreement to include Rush Medical Group 99-1940690, as it was a newly formed organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The supported organizations, Rush University Medical Center 36-2174823 (RUMC) and Rush Medical Group 99-1940690 (RMG), have responsibility for the overall management of its self-insurance program, and to the direction of the governing boards of RUMC and RMG, which at all times shall be ultimately responsible for RUMC's and RMG's self-insurance program.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Rush University System for Health Self-Insurance Trust (Trust) is a Section 501(c)(3) supporting organization, organized and operated for the benefit of Rush University Medical Center (RUMC) and Rush Medical Group (RMG), the supported organizations. The Trust holds title to and manages the self-insurance funds that but for the Trust's involvement RUMC and RMG would manage the funds.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3Rush University Medical Center and Rush Medical Group, the supported organizations, would have to hold title to and manage the self-insurance funds if the Trust did not provide this support.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section A, Line 5a Added, Substituted, or Removed Sup. Org.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part IV, Section E, Line 2a Org. Activities Directly Further The Exempt Purposes
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Schedule A, Part IV, Section E, Line 2b Activities That One Or More Supp. Org. Engaged In
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN1991940690
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0RUSH University Medical Center
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Rush Medical Group
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The entity amended its trust agreement to update the name to "Rush University System for Health Self-Insurance Trust" to more accurately reflect operational and procedural aspects along with those covered under the trust agreement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The entity is a trust to administer the self-insurance for Rush University Medical Center and Rush Medical Group. There is no governing body for the reporting entity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The entity is a trust to administer the self-insurance for Rush University Medical Center and Rush Medical Group. There is no governing body for the reporting entity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The entity is a trust to administer the self-insurance for Rush University Medical Center (RUMC) and Rush Medical Group (RMG). There is no governing body for the reporting entity. The information is compiled and reviewed internally by Corporate Finance. The return is reviewed by Deloitte Tax LLP before being submitted to the officers of RUMC and RMG for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 4 Significant changes to organizational documents
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8a Documentation of meetings held by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19 Required documents available to the public
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Rush System for Health
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1Rush System for Health
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Rush University Medical Center
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Rush Medical Group
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01653 W Congress Parkway
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11700 W Van Buren Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt0Suite 301
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Chicago
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