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Nonprofiteer
← RUSH HEALTH SYSTEMS INC

Form 990 for tax year 2023

Filed by RUSH HEALTH SYSTEMS INC.

Totals

Total revenue
$33,461,713
Total expenses
$33,256,443
Contributions and grants received
$26,594
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$22,837,956
Management and general expenses
$10,418,487
Fundraising expenses
$0
Program service expenses (Part III)
$22,837,956

Program services were 68.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PETER C NOVEMBER

    BOARD MEMBER

    Total calculated
    $5,035,779
    From this org
    $0
    From related orgs
    $4,183,651
    Other
    $852,128
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,986,279 related
    Bonus
    $0 + $2,130,600 related
    Other
    $0 + $66,772 related
    Deferred
    $0 + $824,717 related
    Nontaxable benefits
    $0 + $27,411 related
    Filer's total
    $0 + $5,035,779 related

  • MICHAEL F HULEFELD MD

    BOARD MEMBER

    Total calculated
    $3,788,709
    From this org
    $0
    From related orgs
    $3,305,352
    Other
    $483,357
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,464,426 related
    Bonus
    $0 + $1,790,000 related
    Other
    $0 + $50,926 related
    Deferred
    $0 + $459,105 related
    Nontaxable benefits
    $0 + $24,252 related
    Filer's total
    $0 + $3,788,709 related

  • DARRELL WILDMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FAYE MARTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ALAN GARTRELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHNATHAN LEE MD

    BOARD MEMBER

    Total calculated
    $686,599
    From this org
    $0
    From related orgs
    $657,225
    Other
    $29,374
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $638,908 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $16,817 related
    Deferred
    $0 + $3,400 related
    Nontaxable benefits
    $0 + $25,974 related
    Filer's total
    $0 + $686,599 related

  • D LARKIN KENNEDY

    CEO - OCHSNER RUSH HEALTH

    Total calculated
    $669,893
    From this org
    $0
    From related orgs
    $615,803
    Other
    $54,090
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $452,051 related
    Bonus
    $0 + $149,287 related
    Other
    $0 + $14,465 related
    Deferred
    $0 + $30,107 related
    Nontaxable benefits
    $0 + $23,983 related
    Filer's total
    $0 + $669,893 related

  • J ALLEN TYRA

    CEO - OCHSNER RUSH MEDICAL CENTER

    Total calculated
    $374,098
    From this org
    $0
    From related orgs
    $350,552
    Other
    $23,546
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $279,632 related
    Bonus
    $0 + $65,667 related
    Other
    $0 + $5,253 related
    Deferred
    $0 + $6,800 related
    Nontaxable benefits
    $0 + $16,746 related
    Filer's total
    $0 + $374,098 related

  • DAVID BUTLER

    CFO - OCHSNER RUSH HEALTH

    Total calculated
    $352,031
    From this org
    $0
    From related orgs
    $330,322
    Other
    $21,709
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $265,002 related
    Bonus
    $0 + $63,000 related
    Other
    $0 + $2,320 related
    Deferred
    $0 + $3,400 related
    Nontaxable benefits
    $0 + $18,309 related
    Filer's total
    $0 + $352,031 related

  • FREDERICK DUGGAN MD

    FORMER OFFICER

    Total calculated
    $840,103
    From this org
    $0
    From related orgs
    $812,720
    Other
    $27,383
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $721,364 related
    Bonus
    $0 + $79,229 related
    Other
    $0 + $12,127 related
    Deferred
    $0 + $3,400 related
    Nontaxable benefits
    $0 + $23,983 related
    Filer's total
    $0 + $840,103 related

  • D SCOTT VINCENT

    FORMER HIGHEST COMP - AVP HR

    Total calculated
    $222,317
    From this org
    $0
    From related orgs
    $199,282
    Other
    $23,035
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $175,125 related
    Bonus
    $0 + $17,729 related
    Other
    $0 + $6,428 related
    Deferred
    $0 + $1,423 related
    Nontaxable benefits
    $0 + $21,611 related
    Filer's total
    $0 + $222,316 related

  • ASHLEY L COLLENS ROY

    FORMER HIGHEST COMP - CNO

    Total calculated
    $194,291
    From this org
    $0
    From related orgs
    $191,121
    Other
    $3,170
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,688 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $1,433 related
    Deferred
    $0 + $1,502 related
    Nontaxable benefits
    $0 + $1,667 related
    Filer's total
    $0 + $194,290 related

  • JAMES M NESTER

    FORMER HIGHEST COMP

    Total calculated
    $174,606
    From this org
    $0
    From related orgs
    $162,039
    Other
    $12,567
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $52,144 related
    Bonus
    $0 + $6,000 related
    Other
    $0 + $103,895 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,567 related
    Filer's total
    $0 + $174,606 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
OCHSNER GROSSES UP NON-CASH COMPENSATION TO BOARD MEMBERS AND OFFICERS FOR THE FOLLOWING: THE CEO RECEIVED A GROSS-UP BENEFIT RELATED TO THE TAXABLE PORTION OF A BENEFIT PLAN. OCHSNER'S BUSINESS TRAVEL POLICY OCCASIONALLY ALLOWS EMPLOYEES TO FLY FIRST-CLASS, SUCH AS WHEN OTHER SEATING IS NOT AVAILABLE OR FOR TRANS-ATLANTIC FLIGHTS. MEMBERS OF THE BOARD, MEMBERS OF MANAGEMENT, AND FAMILY MEMBERS ALSO FLEW ON CHARTER FLIGHTS. USE OF BUSINESS AIRCRAFT BY PERSONNEL OF OCHSNER CAN INCREASE PRODUCTIVITY, INCREASE FACE-TO-FACE BUSINESS CONTACT, FACILITATE TRAVEL TO LOCATIONS WITH INADEQUATE COMMERCIAL SERVICE, IMPROVE SECURITY AND FACILITATE OCHSNER'S ABILITY TO ALTER THE TRAVEL PLANS OF KEY EXECUTIVES, ON SHORT NOTICE, WHEN NECESSITATED BY BUSINESS EXIGENCIES. IN THE EVENT A FLIGHT IS USED FOR PERSONAL USE, OR A GUEST ATTENDS OTHER THAN FOR A BUSINESS PURPOSE, THESE FLIGHTS WOULD BE INCLUDED IN TAXABLE WAGES. TWO MEMBERS OF EXECUTIVE TEAM WERE PROVIDED WITH AN AUTOMOBILE ALLOWANCE, WHICH IS INCLUDED IN TAXABLE INCOME. OCHSNER GROSSES UP NON-CASH COMPENSATION TO BOARD MEMBERS AND OFFICERS FOR THE FOLLOWING: ** SPOUSAL TRAVEL TO THE BOARD AND MANAGEMENT DEVELOPMENTAL RETREATS. SPOUSES ARE ENCOURAGED TO ATTEND THESE EVENTS TO FURTHER THE RELATIONSHIPS WITHIN THE BOARD MEMBERS AND EXECUTIVE TEAM. ** PARTICIPANT AND COMPANION ENTERTAINMENT AT BOARD AND MANAGEMENT DEVELOPMENTAL RETREATS. ** HOLIDAY GIFTS TO THE BOARD MEMBERS AND EXECUTIVE TEAMS. ** SERVICE/EMPLOYEE ENGAGEMENT AWARD. TWO OF THE BOARD MEMBERS AND OFFICERS RECEIVED GROSS-UP PAYMENTS IN 2023; TWO EMPLOYEE RECEIVED GROSS-UP PAYMENTS.
PART I, LINE 1B
CHARTER AIRCRAFT USE AND TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE SUBJECT TO EXECUTIVE APPROVAL.
PART I, LINES 4A-B
THE FOLLOWING SEVERANCE PAYMENT WAS MADE IN 2023, PURSUANT TO THE TERMS OF A SEPARATION AGREEMENT: * JAMES M NESTER, ADMINISTRATOR, IN THE AMOUNT OF $62,787.10 SELECT SENIOR EXECUTIVES AND FORMER EXECUTIVES ARE PROVIDED A LIFE INSURANCE POLICY, WITH PROCEEDS TO BE PAID TO THEIR DESIGNATED BENEFICIARIES. PREMIUMS ARE PAID BY THE ORGANIZATION, AND A LOAN WHOSE BALANCE INCLUDES PREMIUMS AND IMPUTED INTEREST IS MAINTAINED SUCH THAT THE ORGANIZATION WILL RECOVER THE PREMIUMS. TAXATION IS DETERMINED BY THE "LOAN REGIME" UNDER THE FINAL SPLIT DOLLAR REGULATIONS. FOLLOWING IS A LIST OF PARTICIPANTS AND ANY DISTRIBUTIONS MADE IN 2022: DARRELL WILDMAN - NO DISTRIBUTION; JONATHAN LEE, MD - NO DISTRIBUTION RUSH HEALTH SYSTEMS' CHIEF EXECUTIVE OFFICER, LARKIN KENNEDY, IS PROVIDED WITH A LIFE INSURANCE POLICY WHEREBY PREMIUMS ARE PAID BY THE EMPLOYER, AND PREMIUMS WILL BE RECOVERED AT DEATH OR TERMINATION OF THE AGREEMENT. THE PREMIUMS ARE INCLUDED AS TAXABLE COMPENSATION. THE FOLLOWING PEOPLE PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WHICH IS PART OF THE TERMS AND CONDITIONS OF THEIR EMPLOYMENT CONTRACTS WITH OCHSNER CLINIC FOUNDATION AND IS BASED ON A TARGETED REPLACEMENT OF A SET PERCENTAGE OF THEIR SALARY AT AGE 65. THE SERP IS CLASSIFIED AS A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THIS BENEFIT IS FUNDED IN A TRUST ACCOUNT WITH HANCOCK WHITNEY BANK. FOLLOWING IS A LIST OF PARTICIPANTS, THEIR TITLE WITH THE SPONSORING ORGANIZATION, AND ANY DISTRIBUTIONS MADE IN 2023: PETER C NOVEMBER, CHIEF EXECUTIVE OFFICER; NO DISTRIBUTION. MICHAEL F HULEFELD, PRESIDENT AND CHIEF OPERATING OFFICER; NO DISTRIBUTION. THE FOLLOWING INDIVIDUALS PARTICIPATE IN A 457(F) NON-QUALIFIED, UNFUNDED, DEFERRED COMPENSATION PLAN, WHICH WAS ESTABLISHED IN 2023. THE PLAN ALLOWS FOR DISCRETIONARY INITIAL CONTRIBUTIONS, VESTING BEGINS AT AGE 55. THE MOST RECENT THREE YEARS ARE SUBJECT TO FORFEITURE UNTIL THE ATTAINMENT OF AGE 65. ANNUAL FIXED CONTRIBUTIONS ARE INDIVIDUALLY BASED AND ARE TARGETED TO REPLACE THE BENEFIT THAT WOULD HAVE BEEN RECEIVED FROM THE FROZEN OCHSNER CLINIC FOUNDATION RETIREMENT PLAN HAD THE PLAN CONTINUED UNTIL THE PARTICIPANT ATTAINED AGE 65. THE CONTRIBUTION IS OFFSET BY ACTUAL RETIREMENT BENEFIT AND BENEFIT RECEIVED IN THE OCF 401(K) PLAN. FOLLOWING IS A LIST OF PARTICIPANTS AND ANY DISTRIBUTIONS MADE IN 2023: D. LARKIN KENNEDY, CEO OCHSNER RUSH HEALTH; NO DISTRIBUTION

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
3 February 2025
IRS schema version
2023v6.0
Source object
202500349349302355

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