STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

REHABILITATION INSTITUTE OF CHICAGO: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
REHABILITATION INSTITUTE OF CHICAGO (EIN 36-2256036)
Tax period
2013-09-01 to 2014-08-31
Filed
2015-07-07
IRS object ID
201511889349300531
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-07-07T12:54:03-05:00ReturnTs
Tax Period End2014-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Deloitte Tax LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 S Wacker DriveAddressLine1
CityChicagoCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362256036EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rehabilitation Institute of ChicagoBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlREHABusinessNameControlTxt
Phone3122381000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 E Superior StreetAddressLine1
CityChicagoCity
StateILState
ZIP Code606112654ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEdward B CasePersonNm
Person TitleExecutive VP/CFOPersonTitleTxt
Phone3122381000PhoneNum
Signature2015-07-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSamantha BokoriPreparerPersonNm
PTINP01057347PTIN
Phone3124861000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerEdward B CasePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 E Superior StreetAddressLine1
CityChicagoCity
StateILState
ZIP Code606112654ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$316,144,391GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ric.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1951FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionThe Rehabilitation Institute of Chicago is dedicated to provide the highest-quality patient care.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee2015TotalEmployeeCnt
Total Volunteers455TotalVolunteersCnt
Total Gross UBI$3,989,028TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,602,540NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$74,898,929PYContributionsGrantsAmt
CY Contributions Grants$42,887,165CYContributionsGrantsAmt
PY Program Service Revenue$193,667,970PYProgramServiceRevenueAmt
CY Program Service Revenue$204,622,271CYProgramServiceRevenueAmt
PY Investment Income$24,299,072PYInvestmentIncomeAmt
CY Investment Income$7,208,434CYInvestmentIncomeAmt
PY Other Revenue$1,617,226PYOtherRevenueAmt
CY Other Revenue$1,378,345CYOtherRevenueAmt
PY Total Revenue$294,483,197PYTotalRevenueAmt
CY Total Revenue$256,096,215CYTotalRevenueAmt
PY Grants And Similar Paid$5,743,023PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,065,014CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$138,181,760PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$139,475,402CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$132,213CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,285,972CYTotalFundraisingExpenseAmt
PY Other Expenses$75,724,388PYOtherExpensesAmt
CY Other Expenses$80,708,018CYOtherExpensesAmt
PY Total Expenses$219,649,171PYTotalExpensesAmt
CY Total Expenses$225,380,647CYTotalExpensesAmt
PY Revenues Less Expenses$74,834,026PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$30,715,568CYRevenuesLessExpensesAmt
Total Assets BOY$608,753,863TotalAssetsBOYAmt
Total Assets EOY$703,482,953TotalAssetsEOYAmt
Total Liabilities BOY$222,495,421TotalLiabilitiesBOYAmt
Total Liabilities EOY$280,613,692TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$386,258,442NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$422,869,261NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe Rehabilitation Institute of Chicago (RIC) is dedicated to providing the highest-quality patient care through integrated research, scientific discovery, and education for the purpose of maximizing the recovery of the individuals in our care.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$152,950,066ExpenseAmt
Grant$31,356GrantAmt
Revenue$196,598,673RevenueAmt
DescClinical Care - Founded in 1951, RIC, an Illinois not-for-profit corporation, earned the distinction of being named the nation's #1-ranked provider of comprehensive physical medicine and rehabilitation care to patients from around the world for 24 years by U.S. News & World Report - a record for any U.S. hospital. RIC also is the nation's largest rehabilitation research enterprise, advancing the field globally through innovation of the most advanced treatments and technologies. RIC is ranked #1 by the National Institutes of Health for rehabilitation research and is the only rehabilitation hospital in the nation to hold a record seven federally designated research programs in the areas of spinal cord injury, patient outcomes, rehabilitation engineering, pediatric orthopedics, bionic medicine, mobility technologies and computers and robots in therapy. RIC's vision is to advance human ability through science and research. In January 2012, RIC opened 24 beds on a renovated patient floor that featured the world's first Ability Lab, an innovative treatment space that combines research and clinical care, surrounding the patient within the hospital setting. RIC's Care Quality and Delivery Highlights:RIC currently operates a system of care consisting of a 182 bed hospital and outpatient facility, located at 345 East Superior Street in Chicago, Illinois, as well as a number of other facilities and joint ventures. On February 5, 2013, the Illinois Health Facilities and Services Review Board granted RIC a licensure for 242 beds for its new research hospital and outpatient facility currently under construction at 355 East Erie, Chicago, IL. The Corporation offers a comprehensive range of inpatient, day rehabilitation and outpatient services throughout the System. Inpatient rehabilitation services are provided using a multidisciplinary approach. Day treatment rehabilitation consists of a multidisciplinary approach for individuals no longer requiring the 24-hour nursing services provided in an inpatient setting. Outpatient care is typically a singular discipline (e.g., physical therapy) and offers various levels of therapeutic intensity, depending on the patient's needs and goals. In FY 2014 RIC treated more than 6,500 inpatients and delivered over a million outpatient therapy units in our entire system of care. RIC's facilities are staffed by approximately 1,700 medical professionals and support personnel, a dedicated team who in FY 2014 treated patients from 47 states and handled referrals from 70 countries. Each patient at RIC is assigned a personalized care team consisting of the field's most well-trained rehabilitation doctors, nurses, therapists, care managers and clinical specialists. No other specialty hospital in the nation has a more experienced track record:- RIC delivers patient outcomes that exceed national and regional averages across all areas of specialty.- RIC is one of only 4% of the nation's nearly 6,000 hospitals to have twice achieved Magnet designation for nursing excellence from the American Nurses Credentialing Center (ANCC).Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$21,464,339ExpenseAmt
Grant$5,033,658GrantAmt
Revenue$2,063,402RevenueAmt
DescResearch Program - RIC's Research Program is the world's largest physical rehabilitation research enterprise in pursuit of clinical advancement through scientific discovery and is ranked #1 by the National Institutes of Health for rehabilitation research. The Research Program has at any given time approximately 300 research projects underway, funded by more than $100 million in donations from both private and public sources. Its experts regularly publish research in the world's foremost medical journals, including the Journal of the American Medical Association (JAMA) and its European equivalent, The Lancet, and it is home to a record seven federal research designations to develop cutting-edge solutions for patients.Computers and Robots in Therapy: An internationally acclaimed NIDRR-funded center especially for patients with hemispheric stroke - the most debilitating kind. Seven studies address two elemental questions: When is the optimal time to use robotic and computer-based systems during therapy, and how do therapists best interact with robotic devices during therapy, often with minimal hands-on treatment coming from the clinician? Training of undergraduate rehabilitation engineers is included.Manipulation and Mobility Technologies: A NIDRR-funded Rehabilitation Engineering Research Center award to fund six new projects researching innovations that are directly useful for patients, especially those who have experienced limb-loss or stroke. Projects include body-powered hand prostheses, use of powered exoskeleton for after-stroke patients, and a new wheelchair to allow both sitting and standing. Research will include both technology development and clinical testing.Neurologic Rehabilitation Research: RIC hosts one of six programs in the country within the National Center for Medical Rehabilitation Research awarded by the National Institutes of Health. Within this network of experts, RIC is the only one focused on the groundbreaking application of neural engineering and robotic techniques to understand diagnose and treat such neurologic disorders as brain injury, multiple sclerosis and Parkinson's disease. Spinal Cord Injury Research: RIC operates the Midwest Regional Spinal Cord Injury Care System as designated by NIDRR. One of only 14 SCI Model Systems nationwide, RIC advances spinal cord care through clinical research that identifies new standards of care for the industry. It leads multiple independent and collaborative research projects exploring walking therapy technologies that deliver the most effective treatment to advance ability.Engineering Research: Machines assist therapists in providing longer, more consistent and intensive therapies that track progress and improve functional performance. RIC is designated one of 20 NIDRR Rehabilitation Engineering Research Centers dedicated to stroke research and the only one focused on robotics.Outcomes Research: RIC operates the only NIDRR Outcomes Rehabilitation Research & Training Center in the nation leading the way for establishing global, standardized measures and evaluating clinical outcomes to ensure patients receive the best care and best outcomes. Orthopedic Robotics for Kids: Awarded in January 2010, a grant from NIDRR supports the research and development of innovative technologies to improve rehabilitative treatment for children with orthopedic disabilities, including cerebral palsy, clubfoot, brittle bone disease, spina bifida and spinal cord injury.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,485,410ExpenseAmt
Revenue$1,548,116RevenueAmt
DescMedical Education - Medical Residency Program: The Department of Physical Medicine and Rehabilitation at Northwestern University's Feinberg School of Medicine (Dept of PM&R) is housed within RIC, which has one of the largest and most highly respected residency programs in physical medicine and rehabilitation in the country. Resident physicians spend three to four years rotating through the Dept of PM&R, taught by RIC physicians who are experts in this specialty. In FY 2014, RIC trained 39 residents. The RIC medical education program also provides opportunities for first-year medical students to meet regularly with patients from RIC's spinal cord injury, general rehabilitation, or pediatric program to gain patients' insights on recovery and needs for independent living.RIC Academy: The RIC Academy Continuing Education program has been offering courses to help healthcare professionals stay at the forefront of their field for over 36 years. In FY 2014 more than 1,500 students participated in academy courses which are taught by interdisciplinary teams of recognized specialists from RIC and visiting experts from across the country and around the world. These courses were offered in a variety of formats including webinars and outreach programs.Fellowships: RIC offers physician fellowships, funded primarily by donations, in pediatric rehabilitation, musculoskeletal sports and spine medicine, spinal cord injury, pain management, and traumatic brain injury. In 2014, six physician fellows were named at RIC. RIC also supports fellowships for therapists, nurses and other non-physicians. Prosthetics and Orthotics (P&O) Residency: Each year, RIC's Prosthetics and Orthotics Clinical (POCC) selects two prosthetist and two orthotist residents for these highly sought after positions. Over a 12-month cycle, P&O residents are mentored by RIC's certified, licensed professionals and get exposure to a variety of clinical presentations and pathologies, clinical evaluation, prescription recommendation, documentation, the actual fabrication of devices, and formal research.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$4,491,942ExpenseAmt
Revenue$1,164,416RevenueAmt
DescCommunity Health and Education - RIC provides a variety of community health and education programs. LIFE Center: As an addition to its world renowned clinical services, RIC developed the LIFE (Learning, Innovation, Family, Empowerment) Center ten years ago to address the range of emotional, interpersonal, physical and financial requirements for living with a disability. In response to the need for trusted resources in key areas of life, RIC provides this state-of-the-art multimedia education center and web portal as an integrated component of RIC patient care to support seamless and successful transitions throughout life. In FY 2014, total outreach and service efforts represented 19,382 person contacts. These included individualized patient, family, and community education programs, classes, special events, tours and a peer visit program. The Center's public computer area remained in high demand with 7,079 visits for Internet use and support. The Center's impact spreads globally through its website, which drew 340,661 page views per month, reflecting 22,952 unique users per month, with 4,087,933 page views annually in FY 2014. Cumulative page views since its launch in 2003 have surpassed 30 million from 183 countries. Sports and Fitness Program: The RIC Adaptive Sports and Fitness Program provides wellness opportunities to people with physical disabilities through sports and recreation as well as a full-service accessible health club. All services offered in the adaptive sports program, which marked its 33rd year in FY 2014, are free of charge. The fitness program, which celebrated its 18th anniversary, provides access to a health club that operates from 6:15 am to 7 pm five days per week for a nominal annual fee. The sports and fitness program is funded primarily by grants and generous community donations and is operated by ten and three quarter full time equivalent staff. Additionally, volunteers logged nearly 7,500 hours in FY 2014. RIC's well-established program is considered a national leader in health promotion for people with disabilities. In FY 2014, the sports program recorded 8,732 visits by its 254 registered participants, and the fitness program recorded 29,593 visits by its 943 registered participants. A separate program for youth, the Caring for Kids program, recorded 1,484 visits by 221 Chicago children with disabilities. The only program of its kind in Cook County, it was designed specifically to incorporate physical fitness into the lives of children with physical disabilities.Vocational Rehabilitation Program: Beginning a career or returning to gainful employment is important to a patient's financial security and emotional well-being, and can contribute to the achievement of a productive, independent and fulfilling life. For 50 years, RIC has been providing comprehensive vocational rehabilitation services tailored to meet the needs of each client. Services include initial assessment, diagnostic evaluation, work trial assessments, job analysis, return-to-work evaluation, job placement, resume writing and interviewing workshops, an Internet job skills course and internship coordination. RIC covers the cost of initial assessments, which are not covered by most third-party payers. Patients receive vocational services at eight RIC facilities, ensuring that employment assistance is closely tied to community reintegration. During the past five years, the program has served an average of 900 clients annually. Assistive Technology Programs: Three areas - Rehabilitation Engineering, the Technology Center, and the Wheelchair Seating & Positioning Center - comprise RIC's Assistive Technology Programs. In FY 2014, Assistive Technology Programs served more than 2,000 unique patients.Rehabilitation Engineering staff provide evaluation, design and technical expertise to modify commercial products and fabricate custom equipment, creating individualized solutions for people with disabilities. RIC provides free care for services or products, hosts engineering student internships, lectures at Northwestern University's engineering program and provides community-based workshops to disability groups about adaptive equipment, ergonomics and home safety.The RIC Technology Center targets computer access, augmentative communication and electronic aids to daily living for people with disabilities. Occupational therapists and speech language pathologists evaluate and recommend equipment for each individual's needs. Through a lending library, patients can try items before purchasing them or borrow them for short-term use due to changing needs. Staff members speak to universities, schools, organizations for people with disabilities, senior centers and the general public. The center provides free service and home visits to clients who are unable to come to RIC.The Wheelchair Seating & Positioning Center staff evaluate and make recommendations for manual wheelchairs, power wheelchairs, seat cushions to relieve pressure or maintain posture, seating systems, and other durable medical equipment that help clients maintain or increase their independence. Staff help patients at all RIC sites, as well as in schools and other clinical facilities in the Chicago area.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,491,942TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,164,416TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$185,391,757TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document230IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2015EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCAForeignCountryCd
Foreign CountryCJForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryLUForeignCountryCd
Foreign CountryNLForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Edward B CaseBusinessNameLine1
FieldValueIRS element (for citing)
Phone3122381000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 E Superior StreetAddressLine1
CityChicagoCity
StateILState
ZIP Code606112654ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
M Jude Reyes
Chairman1.001.00Yes (X)$0$0$0
Thomas A Reynolds III
Vice Chairman1.001.00Yes (X)$0$0$0
Wayne R Andersen
Director1.001.00Yes (X)$0$0$0
William J Cernugel
Director1.001.00Yes (X)$0$0$0
Wesley M Dixon Jr
Director1.001.00Yes (X)$0$0$0
Daniel D Dolan Jr
Director1.001.00Yes (X)$0$0$0
Michael L Keiser
Director1.001.00Yes (X)$0$0$0
Michael P Krasny
Director1.001.00Yes (X)$0$0$0
James H Litinsky
Director1.001.00Yes (X)$0$0$0
William E Lowry Jr
Director1.001.00Yes (X)$0$0$0
David D Olson
Director1.001.00Yes (X)$0$0$0
Sheli Rosenberg
Director1.001.00Yes (X)$0$0$0
Mark Stephen
Director1.001.00Yes (X)$0$0$0
William S Wardrop Jr
Director1.001.00Yes (X)$0$0$0
Linda Wolf
Director1.001.00Yes (X)$0$0$0
Joanne C Smith MD
President, CEO40.001.00Yes (X)$1,795,316$0$248,508Yes (X)
Edward B Case
Executive VP, CFO40.001.00$1,241,938$0$233,602Yes (X)
Nancy E Paridy
Sr. VP, General Counsel36.001.00$548,921$0$38,619Yes (X)
Peggy M Kirk
Sr. VP, Clinical Operations40.000.00$606,847$0$114,719Yes (X)
Lois M Huggins
Sr. VP, Chief HR Officer40.000.00$786,900$0$67,598Yes (X)
Collins Fitzpatrick MD
Medical Director40.000.00$929,143$0$58,089Yes (X)
Michael S Marinko MD
Medical Director40.000.00$569,199$0$64,143Yes (X)
Steven P Stanos DO
Medical Director40.000.00$577,213$0$77,186Yes (X)
James Sliwa DO
Chief Medical Officer40.000.00$503,552$0$103,900Yes (X)
Revathy Ameeruddin MD
Medical Director40.000.00$450,522$0$34,057Yes (X)
William Rymer MD PhD
Former Key Employee40.000.00$386,189$0$24,955Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,395,740TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,065,376TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K164IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
Power Construction Company LLC
2360 Palmer DriveSchaumburgIL60173Construction Services$63,833,995
Cerner Corporation
PO Box 412702Kansas CityMO64141IT Services$3,876,130
Northwestern Memorial Hospital
PO Box 73690ChicagoIL606737690Medical Services$3,352,140
Northwestern University
320 East Superior StreetChicagoIL60611Research Subcontractor$3,295,781
Crothall
1500 Liberty Ridge DriveWaynePA19087Facility Care Services$2,842,254
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K73CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$1,517,001FundraisingAmt
Government Grants$17,551,527GovernmentGrantsAmt
All Other Contributions$23,818,637AllOtherContributionsAmt
Noncash Contributions$2,273,873NoncashContributionsAmt
Total Contributions$42,887,165TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Net Patient Revenue621990$181,887,896$181,887,896
Affiliation Income900099$12,037,719$8,357,376$3,680,343
Sponsored Research Rev541700$1,896,169$1,896,169
Medicare GME Payment621990$919,838$919,838
Tuition900099$576,664$576,664

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,303,985TotalRevenueColumnAmt
Related Or Exempt Func Income$7,297,985RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$6,000UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$204,622,271TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,619,486TotalRevenueColumnAmt
Unrelated Business Revenue$302,685UnrelatedBusinessRevenueAmt
Exclusion$3,316,801ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,706TotalRevenueColumnAmt
Exclusion$2,706ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$78,184TotalRevenueColumnAmt
Exclusion$78,184ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$24,967RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$24,967RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,967TotalRevenueColumnAmt
Related Or Exempt Func Income$24,967RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$63,147,645SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$59,561,403SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,586,242SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,586,242TotalRevenueColumnAmt
Exclusion$3,586,242ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$524,183FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,517,001ContriRptFundraisingEventAmt
Fundraising Direct Expenses$486,773FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,410TotalRevenueColumnAmt
Exclusion$37,410ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Cafeteria Sales900099$824,072$824,072
EHR Payments621990$407,792$407,792
Other Non-Operating900099$5,920$5,920
FieldValueIRS element (for citing)
Other Revenue Total$1,237,784OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$256,096,215TotalRevenueColumnAmt
Related Or Exempt Func Income$201,374,607RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,989,028UnrelatedBusinessRevenueAmt
Exclusion$7,845,415ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,703,206TotalAmt
Program Services$4,703,206ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$337,416TotalAmt
Program Services$337,416ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$24,392TotalAmt
Program Services$24,392ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,515,352TotalAmt
Program Services$745,769ProgramServicesAmt
Management And General$5,769,583ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$106,818,490TotalAmt
Program Services$94,705,077ProgramServicesAmt
Management And General$9,998,024ManagementAndGeneralAmt
Fundraising$2,115,389FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,266,698TotalAmt
Program Services$6,212,107ProgramServicesAmt
Management And General$916,315ManagementAndGeneralAmt
Fundraising$138,276FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,520,374TotalAmt
Program Services$10,339,829ProgramServicesAmt
Management And General$944,550ManagementAndGeneralAmt
Fundraising$235,995FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,354,488TotalAmt
Program Services$6,361,667ProgramServicesAmt
Management And General$856,278ManagementAndGeneralAmt
Fundraising$136,543FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,130,967TotalAmt
Program Services$363,513ProgramServicesAmt
Management And General$2,712,209ManagementAndGeneralAmt
Fundraising$55,245FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$320,263TotalAmt
Program Services$13,902ProgramServicesAmt
Management And General$306,361ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$289,012TotalAmt
Management And General$289,012ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$342,670TotalAmt
Management And General$342,670ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$132,213TotalAmt
Fundraising$132,213FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$823,440TotalAmt
Management And General$823,440ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,770,128TotalAmt
Program Services$13,027,774ProgramServicesAmt
Management And General$702,050ManagementAndGeneralAmt
Fundraising$40,304FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$898,084TotalAmt
Program Services$69,158ProgramServicesAmt
Management And General$793,580ManagementAndGeneralAmt
Fundraising$35,346FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,597,916TotalAmt
Program Services$3,742,376ProgramServicesAmt
Management And General$729,261ManagementAndGeneralAmt
Fundraising$126,279FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,238,857TotalAmt
Program Services$2,584,772ProgramServicesAmt
Management And General$1,635,106ManagementAndGeneralAmt
Fundraising$18,979FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,291,476TotalAmt
Program Services$5,219,063ProgramServicesAmt
Management And General$869,176ManagementAndGeneralAmt
Fundraising$203,237FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,219,911TotalAmt
Program Services$1,101,013ProgramServicesAmt
Management And General$90,756ManagementAndGeneralAmt
Fundraising$28,142FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$654,535TotalAmt
Program Services$604,729ProgramServicesAmt
Management And General$43,576ManagementAndGeneralAmt
Fundraising$6,230FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,268,270TotalAmt
Program Services$37,062ProgramServicesAmt
Management And General$4,231,208ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,089,943TotalAmt
Program Services$9,526,785ProgramServicesAmt
Management And General$2,551,789ManagementAndGeneralAmt
Fundraising$11,369FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,675,334TotalAmt
Program Services$210,419ProgramServicesAmt
Management And General$1,464,915ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Medical Supplies$10,367,980$10,340,148$27,774$58
Medicaid Provider Tax$7,445,494$7,445,494
Patient Transportation$1,609,597$1,609,597
UBI Tax$729,186$729,186

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,944,955TotalAmt
Program Services$5,337,303ProgramServicesAmt
Management And General$605,285ManagementAndGeneralAmt
Fundraising$2,367FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$225,380,647TotalAmt
Program Services$185,391,757ProgramServicesAmt
Management And General$36,702,918ManagementAndGeneralAmt
Fundraising$3,285,972FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$65,030BOYAmt
EOY$83,848EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$32,199,452BOYAmt
EOY$42,740,932EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$70,938,475BOYAmt
EOY$66,803,727EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,765,982BOYAmt
EOY$26,136,282EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,343,547BOYAmt
EOY$1,452,780EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,738,584BOYAmt
EOY$2,572,033EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$345,590,428LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$130,190,136LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$124,169,848BOYAmt
EOY$215,400,292EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$91,536,540BOYAmt
EOY$89,335,767EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$231,295,627BOYAmt
EOY$234,013,501EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$12,539,690BOYAmt
EOY$12,762,257EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$3,971,132BOYAmt
EOY$3,721,509EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,189,956BOYAmt
EOY$8,460,025EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$608,753,863BOYAmt
EOY$703,482,953EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$32,146,711BOYAmt
EOY$47,601,018EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,531,871BOYAmt
EOY$1,619,726EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$127,679,950BOYAmt
EOY$143,901,100EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$60,136,889BOYAmt
EOY$87,491,848EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$222,495,421BOYAmt
EOY$280,613,692EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$218,418,314BOYAmt
EOY$249,734,151EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$116,097,456BOYAmt
EOY$121,223,270EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$51,742,672BOYAmt
EOY$51,911,840EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$386,258,442BOYAmt
EOY$422,869,261EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$608,753,863BOYAmt
EOY$703,482,953EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$30,715,568ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$20,588,707NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$14,693,456OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$2,824DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$339,846OtherActivitiesAmt
Total Lobbying Expenditures$342,670TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1(i), Other Lobbying Activites:FormAndLineReferenceDesc
ExplanationRehabilitation Institute of Chicago lobbies Federal and State government on issues related to Medicare, Medicaid and other government health care programs related to the rehabilitation field. Most of the lobbying expenses are to third party lobbying firms as well as the Illinois Hospital Association and the American Medical Rehabilitation Providers Association. RIC does not participate in or intervene in (including the publishing or distributing of statements) any political campaign on behalf of (or in opposition to) any candidate for public office.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$88,246,330BeginningYearBalanceAmt
Contributions$169,168ContributionsAmt
Investment Earnings Or Losses$11,444,840InvestmentEarningsOrLossesAmt
Other Expenditures$3,779,191OtherExpendituresAmt
End Year Balance$96,081,147EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$82,646,831BeginningYearBalanceAmt
Contributions$158,587ContributionsAmt
Investment Earnings Or Losses$8,939,449InvestmentEarningsOrLossesAmt
Other Expenditures$3,498,537OtherExpendituresAmt
End Year Balance$88,246,330EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$78,482,474BeginningYearBalanceAmt
Contributions$1,187,000ContributionsAmt
Investment Earnings Or Losses$5,923,887InvestmentEarningsOrLossesAmt
Other Expenditures$2,946,530OtherExpendituresAmt
End Year Balance$82,646,831EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$57,290,243BeginningYearBalanceAmt
Contributions$16,669,084ContributionsAmt
Investment Earnings Or Losses$6,784,986InvestmentEarningsOrLossesAmt
Other Expenditures$2,214,340OtherExpendituresAmt
Administrative Expenses$47,499AdministrativeExpensesAmt
End Year Balance$78,482,474EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$49,985,875BeginningYearBalanceAmt
Contributions$5,568,617ContributionsAmt
Investment Earnings Or Losses$4,143,619InvestmentEarningsOrLossesAmt
Other Expenditures$2,407,868OtherExpendituresAmt
End Year Balance$57,290,243EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.01000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.54000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.45000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$33,117,116OtherCostOrOtherBasisAmt
Book Value$33,117,116BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$111,519,202OtherCostOrOtherBasisAmt
Depreciation$92,358,909DepreciationAmt
Book Value$19,160,293BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,736,686OtherCostOrOtherBasisAmt
Book Value$7,736,686BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$49,875,730OtherCostOrOtherBasisAmt
Depreciation$37,831,227DepreciationAmt
Book Value$12,044,503BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$143,341,694OtherCostOrOtherBasisAmt
Book Value$143,341,694BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$215,400,292TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Cash and cash equivalents$23,288,224F
Absolute Return$50,635,650F
Hedged Equity$30,932,003F
International Equity$20,804,571F
International Hedged Equity$6,247,785F
Pvt Equity, Real Assets & Contracts$35,198,420F
Gov. Fixed Income & Corporate Bonds$66,906,848F
FieldValueIRS element (for citing)
Total Book Value Securities$234,013,501TotalBookValueSecuritiesAmt
Federal Income Tax Liability$662,700FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDescAmtAmt
Self-Insurance Reserves$7,334,404
Accrued Pension$47,686,781
Swap Liability$11,583,637
Deferred Lease Liability$1,514,382
457 Plan Liabilities$13,724,508
Cerner Software Contract Liability$955,927
Lease Incentive/Other$854,474
Estimated Third Party Settlements Payable$2,948,486
Ikon Capital Lease Obligation$226,549
FieldValueIRS element (for citing)
Total Liability$87,491,848TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The intended use for each of the RIC endowment funds is established by the donor. The majority of the endowment funds are used to support medical education, clinical care, free care, research, medical leadership, fellowships and the RIC Academy.
Part X, Line 2:RII and the Institute are not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code (the "Code") and are exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. Despite the general exemption from income taxes, RII and the Institute are subject to federal and state income taxes at corporate rates on unrelated business income. Included in the consolidated statements of operations and changes in net assets is the provision for current taxes of $425,000 and $44,000 for the years ended August 31, 2014 and 2013, respectively. The corporations do not have any material tax positions as of August 31, 2014 and 2013.
Part VI, Line 1c:Depreciation for leasehold improvements is included in the same general ledger account as building depreciation. There is related depreciation for leasehold improvements, but it cannot be bifurcated for Form 990 purposes.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
North America00Program servicesResearch$23,442
Europe (including Iceland & Greenland)00Program servicesResearch$950
Middle East and North Africa00Program servicesTravel related to clinical care, presentation of papers, and business development.$430,801
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$455,193SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$455,193TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
North AmericaMedical Research$22,267Electronic Fund/Wire
North America
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationEach research grant is assigned a Principal Investigator (PI) as well as a Research Administrator (RA). Grant expenditures charged to each grant are approved/reviewed by the respective PI and or RA to ensure allowability. In addition, compliance (A-133) audits are performed by an independent audit firm each year.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Donald A Campbell & Company
1 E Wacker Drive Suite 3350ChicagoIL60601Advisory Services for campaign planning0$0$124,265$0
Wild Associates Inc
2703 Asbury AvenueEvanstonIL60201Advisory Services for Planned Giving0$0$7,948$0
FieldValueIRS element (for citing)
Total Retained By Contractors$132,213TotalRetainedByContractorsAmt
Licensed StatesILLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1SkyRise ChicagoNameOfEvent1Amt
Gross Receipts Event1$1,239,928GrossReceiptsEvent1Amt
Charitable Contri Event1$1,205,866CharitableContriEvent1Amt
Gross Revenue Event1$34,062GrossRevenueEvent1Amt
Non Cash Prizes Event1$43,361NonCashPrizesEvent1Amt
Rent Facility Costs Event1$1,173RentFacilityCostsEvent1Amt
Entertainment Event1$3,715EntertainmentEvent1Amt
Other Direct Expenses Event1$148,711OtherDirectExpensesEvent1Amt
Name Of Event2GalaNameOfEvent2Amt
Gross Receipts Event2$478,207GrossReceiptsEvent2Amt
Charitable Contri Event2$37,000CharitableContriEvent2Amt
Gross Revenue Event2$441,207GrossRevenueEvent2Amt
Non Cash Prizes Event2$83,000NonCashPrizesEvent2Amt
Rent Facility Costs Event2$4,500RentFacilityCostsEvent2Amt
Food And Beverage Event2$94,212FoodAndBeverageEvent2Amt
Entertainment Event2$1,800EntertainmentEvent2Amt
Other Direct Expenses Event2$20,480OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$323,049GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$274,135CharitableContriOtherEventsAmt
Gross Revenue Other Events$48,914GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$7,153RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$40,996FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$37,672OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,041,184GrossReceiptsTotalAmt
Charitable Contributions Tot$1,517,001CharitableContributionsTotAmt
Gross Revenue Total Events$524,183GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$126,361NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$12,826RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$135,208FoodAndBeverageTotalEventsAmt
Entertainment Total Events$5,515EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$206,863OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$486,773DirectExpenseSummaryEventsAmt
Net Income Summary$37,410NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b, Column (v)FormAndLineReferenceDesc
ExplanationRIC has an agreement for advisory services for the capital campaign related to its new Research Hospital as well as for planned giving. The agreements do not provide for separate reimbursement for expenses.ExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other250.000000000000FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Discounted Care Other600.000000000000DiscountedCareOtherPct
FieldValueIRS element (for citing)
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (1)ExpensesExceedBudgetInd
Unable To Provide Care0UnableToProvideCareInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$948,206TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$948,206NetCommunityBenefitExpnsAmt
Total Expense0.00420TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$28,906,817TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$23,483,733DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,423,084NetCommunityBenefitExpnsAmt
Total Expense0.02410TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$335,707TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$204,985DirectOffsettingRevenueAmt
Net Community Benefit Expns$130,722NetCommunityBenefitExpnsAmt
Total Expense0.00060TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$30,190,730TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$23,688,718DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,502,012NetCommunityBenefitExpnsAmt
Total Expense0.02890TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,297,653TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$342,609DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,955,044NetCommunityBenefitExpnsAmt
Total Expense0.01310TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$6,485,410TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,548,116DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,937,294NetCommunityBenefitExpnsAmt
Total Expense0.02190TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,194,289TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$821,807DirectOffsettingRevenueAmt
Net Community Benefit Expns$372,482NetCommunityBenefitExpnsAmt
Total Expense0.00170TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$27,279,300TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$21,829,800DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,449,500NetCommunityBenefitExpnsAmt
Total Expense0.02420TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$38,256,652TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$24,542,332DirectOffsettingRevenueAmt
Net Community Benefit Expns$13,714,320NetCommunityBenefitExpnsAmt
Total Expense0.06090TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$68,447,382TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$48,231,050DirectOffsettingRevenueAmt
Net Community Benefit Expns$20,216,332NetCommunityBenefitExpnsAmt
Total Expense0.08980TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$482,859BadDebtExpenseAmt
Bad Debt Expense Attributable$33,984BadDebtExpenseAttributableAmt
Reimbursed By Medicare$48,326,925ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$51,226,120CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$2,899,195MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rehabilitation Institute of ChicagoBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 E Superior StreetAddressLine1
CityChicagoCity
StateILState
ZIP Code60611ZIPCode
FieldValueIRS element (for citing)
Website Addresswww.ric.orgWebsiteAddressTxt
State License0001958StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
Teaching HospitalYes (X)TeachingHospitalInd
Research FacilityYes (X)ResearchFacilityInd
OtherPhysical RehabilitationOtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1Rehabilitation Institute of ChicagoBusinessNameLine1
FieldValueIRS element (for citing)
Facility1FacilityNum
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Information GapsYes (X)InformationGapsInd
CHNA Conducted12CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts0CHNAConductedWithOtherFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLhttp://www.ric.org/services/chnaOwnWebsiteURLTxt
Rpt Available Upon RequestYes (X)RptAvailableUponRequestInd
Adopt Implementation StrategyYes (X)AdoptImplementationStrategyInd
Exec Implementation StrategyYes (X)ExecImplementationStrategyInd
Include Operational PlanYes (X)IncludeOperationalPlanInd
Adopt BudgetYes (X)AdoptBudgetInd
Prioritize Health NeedsYes (X)PrioritizeHealthNeedsInd
Prioritize ServicesYes (X)PrioritizeServicesInd
All Needs AddressedYes (1)AllNeedsAddressedInd
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Used Deter Elig Free CareYes (1)FPGUsedDeterEligFreeCareInd
FPG Family Incm Lmt Free Care250.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Used Determ Elig Dscnt CareYes (1)FPGUsedDetermEligDscntCareInd
FPG Family Incm Lmt Dscnt Care600.000000000000FPGFamilyIncmLmtDscntCarePct
Explained BasisYes (1)ExplainedBasisInd
Income LevelYes (X)IncomeLevelInd
Medical IndigencyYes (X)MedicalIndigencyInd
Insurance StatusYes (X)InsuranceStatusInd
Uninsured DiscountYes (X)UninsuredDiscountInd
State RegulationYes (X)StateRegulationInd
ResidencyYes (X)ResidencyInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
Posted On WebsiteYes (X)PostedOnWebsiteInd
Attached To InvoiceYes (X)AttachedToInvoiceInd
Posted In Emergency RoomYes (X)PostedInEmergencyRoomInd
Provided On AdmissionYes (X)ProvidedOnAdmissionInd
Available On RequestYes (X)AvailableOnRequestInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Collection Activities0CollectionActivitiesInd
FAP Notified Upon AdmissionYes (X)FAPNotifiedUponAdmissionInd
FAP Notified Before DischargeYes (X)FAPNotifiedBeforeDischargeInd
FAP Notified All PatientsYes (X)FAPNotifiedAllPatientsInd
Documented Elig DeterminationYes (X)DocumentedEligDeterminationInd
Nondis Emergency Care Policy0NondisEmergencyCarePolicyInd
No Emergency CareYes (X)NoEmergencyCareInd
Other Method UsedYes (X)OtherMethodUsedInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Rehabilitation Institute of ChicagoPart V, Section B, Line 3: The hospital facility took into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge or expertise in public health. These persons include representatives from the City of Chicago's Mayor's Office for People with Disabilities, the Illinois Department of Human Services, and non-government organizations Access Living, Brain Injury Association of Illinois, Chicagoland Chamber of Commerce, Extended Home Living Services, Great Lakes ADA Center, MobilityWorks, Gridiron Alliance NFP, Northwestern Law School, National Parkinson Foundation, World Chicago, and Zion Lutheran Church.The hospital facility consulted with these persons through telephone interviews and a focus group to which the organizations listed above were invited. Additionally, the hospital facility consulted with other organizations and other groups in conducting its most recent CHNA. These consultations included providing a standard assessment survey to a randomly selected sample of day rehabilitation, outpatient, and inpatient patients across multiple sites of care. In its assessment, the hospital facility identified the continued need for rehabilitation research into new and more promising treatments to improve and eliminate the effects of injury, disease, and debilitating health conditions in the community it serves. RIC is in the midst of building a new Research Hospital that will integrate human subject research and rehabilitation medicine.
Rehabilitation Institute of ChicagoPart V, Section B, Line 14g: The admission consent forms at all facilities explain that financial assistance is available and includes a contact and phone number for obtaining financial assistance and alternative payment options.
Rehabilitation Institute of ChicagoPart V, Section B, Line 20d: The amounts billed to individuals who did not have insurance were determined by the Medicare cost to charge ratio. This is provided annually to the Illinois Attorney General's office.
FieldValueIRS element (for citing)
Facility12FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (12 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeFacilityFacilityTxt
RIC DayRehab Ctr & OP Ctr-Willowbrook
6705 Kingery HighwayWillowbrookIL60527Day/Outpatient Rehab & Physician Practice
RIC DayRehab Ctr & OP Ctr - Homewood
1055 W 175th Street Suite 101HomewoodIL60430Day/Outpatient Rehab & Physician Practice
RIC DayRehab Ctr & OP Ctr-Northshore
755 Skokie BoulevardNorthbrookIL60062Day Rehabilitation & Outpatient Practice
RIC Spine and Sports Rehab Ctr
1030 N Clark StreetChicagoIL60610Outpatient Rehabilitation & Physician Practice
RIC Ctr for Pain Management
980 N Michigan Avenue Suite 800ChicagoIL60611Outpatient Rehabilitation & Physician Practice
RIC DayRehab Ctr - River North
307 W Grand AvenueChicagoIL60610Day Rehabilitation
RIC DayRehab Ctr - Wheeling
5150 Capitol DriveWheelingIL60090Day Rehabilitation
RIC DayRehab Ctr - Ravenswood
1945 W Wilson Avenue Suite 100ChicagoIL60640Day Rehabilitation
RIC OP Center - Northshore (annex)
900 Skokie BoulevardNorthbrookIL60062Outpatient Rehabilitation & Physician Practice
RIC Spine & Sports Rehab Ctr - River
420 Thatcher AvenueRiver ForestIL60305Outpatient Rehabilitation & Physician Practice
Alexian Rehab Hosp Physician Practice
935 Beisner RoadElk Grove VillageIL60007Physician Practice
RIC Pelvic Health Center
676 North St Clair Room 908ChicagoIL60611Outpatient Rehabilitation

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 7:The best available data was used to calculate the cost amounts reported in item 7. The Medicare cost report was the source used where a program category was separately identifiable. In other cases the internal cost allocation model was used as the source of the cost. The Medicare cost report cost to charge ratio was used to determine the cost of charity and bad debt.
Part III, Line 2:The bad debt expense was estimated by multiplying the cost to charge ratio from Worksheet C of the Medicare cost report times the provision for bad debt for the year.
Part III, Line 3:Amounts have been reported on Schedule H, Part III, Line 3 for RIC joint ventures to estimate the amount of bad debt expense attributable to patients eligible under these organizations' financial assistance policies. Southern Illinois Hospital (SIH) provided the RIC share amounts for bad debt at cost and bad debt at cost attributable to patients eligible under the SIH financial assistance policy. The percentages of bad debt at cost attributable to patients eligible under the ABMC and IMMC financial assistance policies were taken from the filed Schedule H for Alexian Brothers Medical Center (ABMC) and Illinois Masonic Medical Center (IMMC) and were used to estimate the portion of RIC's share of bad debt for these two organizations that would be attributable to patients eligible for financial assistance under their respective policies.On Schedule H, Part III, Line 3 no amount was included for RIC for bad debt expense attributable to patients eligible under the RIC financial assistance policy. RIC's Presumptive Eligibility Policy sets forth the presumptive eligibility criteria by which a patient's financial need is determined and used by RIC to deem a patient eligible for hospital financial assistance without further scrutiny by RIC. Charity care may be provided to patients who are either uninsured or underinsured who do not have the financial resources to pay their RIC bill and who meet income and other guidelines specified by RIC. As soon as the need for financial assistance is identified, RIC provides the patient or Guarantor with a Program application. Patient Financial Services will review all patient accounts with self pay balances and determine presumptive eligibility after review of the patient's Charity Application and prior to sending the patient a bill requesting payment. Patient Financial Services may use third-party reporting to determine presumptive eligibility of a patient if the patient has not timely returned a completed Charity Application. If a patient is presumed eligible, their balances will not be written off to bad debt.
Part III, Line 4:The organization is part of the Rehabilitation Institute, Inc. and Affiliates consolidated audit in which the footnote that discusses the bad debt expense is located on pages 6 and 7.
Part III, Line 8:The portion of our Medicare shortfall reported on Part III, Line 7 which relates to patients that are dual eligible for both Medicare and Medicaid should be treated as community benefit consistent with our State of Illinois Annual Non Profit Hospital Community Benefits Plan Report. The amount on Line 7 related to these dual eligible patients is $1,046,852.The cost to charge ratio from Worksheet C of the Medicare cost report times the Medicare gross charges from the cost report less GME payments was used to determine Medicare allowable cost.
Part III, Line 9b:The Executive Director-Revenue Cycle/designee will determine if the statutory conditions for pursuing collection have been met and provide written approval before a collection agency or law firm may initiate legal action against the patient for nonpayment of their bill.
Part VI, Line 2:The needs of our community are assessed on an ongoing basis. We receive input from our community through our patient feedback programs, community support groups and through our clinicians and physicians who are interacting with patients every day. The RIC LIFE Center provides education and support for the disabled community regardless if they receive services from RIC or not. In FY 2014 LIFE Center web traffic averaged 340,661 page views per month with 4,087,933 page views annually. Steady increases occurred in unique users, reflecting 22,952 people each month. Total outreach and service efforts represented 19,382 person contacts. This included individualized teaching sessions with patients, families, staff, and visitors, as well as a wide variety of education programs, support groups, special events, and tours with prospective patients and families. Through this connection we are able to collect and track the resource needs of our community. We also have a number of disabled members on our governing and auxiliary boards. These individuals help guide the mission, vision and services at RIC. Also, we underwent a specific process which included meetings and written surveys in order to assess and develop a Community Benefit Needs Assessment. Since that time, RIC has focused on that Assessment and continues to evolve and (as appropriate) develop programs to meet those needs of the community.
Part VI, Line 3:RIC assures that each registration/admission location contains signage (in English and other predominant languages of the RIC patient population) notifying patients that financial assistance is available to qualified individuals. This notice is also posted on RIC's website (www.ric.org), along with RIC's Financial Assistance Program process and application. Information regarding the Financial Assistance Program and the application is available in each RIC registration/admission location. The information regarding financial assistance also appears on every self pay statement sent to our patients. In addition, when RIC care managers are involved in the patient's care, the care manager informs and assists the patients in enrolling in appropriate entitlement programs.
Part VI, Line 4:As a specialty hospital, RIC defines the patients it serves broadly as the disabled community throughout the state of Illinois, the United States and around the world. Due to RIC's unique services and its reputation as the leader in rehabilitation medicine, many patients will travel long distances for care. Approximately 81% of RIC inpatients come from Chicago and its 7 surrounding counties. This represents a primary reach of 50 miles. In addition to those Chicago area patients, RIC staff also cared for patients from 47 states and handled referrals from 70 countries. RIC continues to increase its outreach and has impacted the lives of individuals in North, Central and South America; Europe; Africa; Asia (predominately the Middle East); and Australia.The largest users of rehabilitation medicine are those 45-64 years of age and those 65+. RIC continues to serve this group of people and conducts strategic planning around the needs of the "Baby Boomer" population, which is projected to have substantial growth in the Chicagoland area.
Part VI, Line 5:RIC provides a number of services that generally do not generate revenue, solely for the purposes of improving the health and quality of life for our community. These services include: research to improve patient outcomes; educational resources on living with a disability available to anyone through the Internet; vocational training and placement services; support groups to assist in psychological adjustment; fitness and sports training program to promote physical activity and case management for high risk patients discharged to the community. Any surplus funds are used to support these non-revenue patient centered activities as well as develop programs, sponsor research and improve facilities. In the past several years, The Rehabilitation Institute of Chicago (RIC) has implemented multiple sustainable guidelines and procedures to ensure that it is using the most innovative, "green" practices when updating, remodeling, and redecorating facilities and structures.
Part VI, Line 7, Reports Filed With StatesIL

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2
Arizona Board of Regents - Arizona State University
PO Box 876011TempeAZ852876011861096696501(c)(3)$9,599Payments for research related activities
Biomedical Research Foundation of South Texas Inc
7400 Merton Minter BlvdSan AntonioTX78229742522436501(c)(3)$35,466Payments for research related activities
Case Western Reserve University
PO Box 1591NashvilleTN37235341018992501(c)(3)$74,456Payments for research related activities
Emory University
1599 Clifton Road NE - 4th FLAtlantaGA303224250580566256501(c)(3)$29,409Payments for research related activitiesMS1599/001/1BH
Illinois Institute of Technology
3300 S Federal St Room 201ChicagoIL606163793362170136501(c)(3)$26,252Payments for research related activities
Marquette University
Office of the ComptrollerMilwaukeeWI532011881390806251501(c)(3)$11,827Payments for research related activities
Massachusetts Institute of Technology
McGovern Institute for BrainCambridgeMA02140042103594501(c)(3)$448,539Payments for research related activitiesScience BLDG46-6189
New York Institute of Technology
Nothern BlvdOld WestburyNY11568111788788501(c)(3)$48,684Payments for research related activities
Northwestern University
710 N Lakeshore DriveChicagoIL60611362167817501(c)(3)$2,024,054Payments for research related activities
Regents Of The University Of California
9500 Gilman Dr Mail Code 0523La JollaCA920930523956006144501(c)(3)$48,680Payments for research related activities
Regents of the University of California - Irvine
111 Academy Way Suite 210IrvineCA926971050952226406501(c)(3)$9,752Payments for research related activities
Regents of the University of Colorado
1800 Grant St 400DenverCO80203846000555501(c)(3)$56,830Payments for research related activities
Regents of the University of Michigan
3003 S State St 2050 WolverineAnn ArborMI48109386006309501(c)(3)$188,135Payments for research related activitiesTower
Regents Of The University of Minnesota
2221 University Ave SE Suite 111MinneapolisMN55414416007513501(c)(3)$39,127Payments for research related activities
Spaulding Rehabilitation Hospital Corporation
125 Nashua StreetBostonMA02114042551124501(c)(3)$69,358Payments for research related activities
University of Alabama - Birmingham
701 20st South 990 Admin BldgBirminghamAL35294636005396501(c)(3)$123,873Payments for research related activities
University of Arizona
PO Box 3520TucsonAZ85722742652689501(c)(3)$15,957Payments for research related activities
University of California - Irvine
111 Academy Way Suite 210IrvineCA926971050952540117501(c)(3)$95,999Payments for research related activities
University of Colorado - Boulder
3100 Main StreetBoulderCO803090572846049811501(c)(3)$308,453Payments for research related activities
University of Illinois
1305 W Green StreetUrbanaIL61801376006007501(c)(3)$457,813Payments for research related activities
University of Notre Dame
731 Grace HallNotre DameIN46556350868188501(c)(3)$57,551Payments for research related activities
University of Texas Health Science Center at Houston
PO Box 203382HoustonTX772163382741761309501(c)(3)$63,644Payments for research related activities
University of Wisconsin - Lacrosse
1725 State StreetLacrosseWI54601390743975501(c)(3)$9,220Payments for research related activities
University of Wisconsin - Madison
1300 University AveMadisonWI53706396006492501(c)(3)$111,633Payments for research related activities
University of Wisconsin - Milwaukee
PO Box 413MilwaukeeWI532010413391805963501(c)(3)$17,743Payments for research related activities
Vanderbilt University
PO Box 351591 Station BNashvilleTN37235620476822501(c)(3)$129,379Payments for research related activities
Washington University
One Brookings Dr Box 1054Saint LouisMO63130430653611501(c)(3)$140,685Payments for research related activities
Pathways
c/o PJH Assoc Inc 205 W Wacker DrChicagoIL60606363677342501(c)(3)$8,460General support1400
FieldValueIRS element (for citing)
Total501c3 Org28Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Stipends/Honorariums27$28,202
Research - Professional Services13$110,978
Subject Reimbursements2127$198,236

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationOversight is provided by executive leadership, supported by the research administration department where active interaction with principal investigators is maintained. Monitoring is done through continued relationships with grantee organizations, whether by membership or community liaison. For research grants, each grant is assigned a Principal Investigator (PI) as well as a Research Assistant (RA). Grant expenditures charged to each grant are approved/reviewed by the respective PI and/or RA to ensure allowability. In addition, compliance (A-133) as well as Financial audits are performed by an independent audit firm each year.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Joanne C Smith MD
President, CEO$750,046$0$1,014,300$0$30,970$0$225,546$0$22,962$0$2,043,824$0$0$0
Edward B Case
Executive VP, CFO$574,195$0$663,200$0$4,543$0$212,063$0$21,539$0$1,475,540$0$0$0
Nancy E Paridy
Sr. VP, General Counsel$375,587$0$170,100$0$3,234$0$31,756$0$6,863$0$587,540$0$0$0
Peggy M Kirk
Sr. VP, Clinical Operations$390,619$0$213,300$0$2,928$0$93,076$0$21,643$0$721,566$0$0$0
Lois M Huggins
Sr. VP, Chief HR Officer$360,006$0$174,720$0$252,174$0$53,140$0$14,458$0$854,498$0$249,198$0
Collins Fitzpatrick MD
Medical Director$836,746$0$89,971$0$2,426$0$37,500$0$20,589$0$987,232$0$0$0
Michael S Marinko MD
Medical Director$565,059$0$0$0$4,140$0$42,500$0$21,643$0$633,342$0$0$0
Steven P Stanos DO
Medical Director$478,479$0$97,100$0$1,634$0$55,724$0$21,462$0$654,399$0$0$0
James Sliwa DO
Chief Medical Officer$328,825$0$171,600$0$3,127$0$82,438$0$21,462$0$607,452$0$0$0
Revathy Ameeruddin MD
Medical Director$408,158$0$40,706$0$1,658$0$12,414$0$21,643$0$484,579$0$0$0
William Rymer MD PhD
Former Key Employee$323,025$0$60,656$0$2,508$0$17,500$0$7,455$0$411,144$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aGross-up payments: The organization provides additional disability insurance for the Chief Executive Officer. The CEO purchases the policy and then is reimbursed by the organization. The amount is grossed up to cover applicable taxes.
Part I, Line 1bThe organization does not have a written policy. Reimbursements are made pursuant to an agreement.
Part I, Line 4bEligible executives participate in various non-qualified deferred compensation plans organized under code section 457(f). The exact purpose of each plan varies, but they include: compensation limitation make-up plans, voluntary deferral plans, deferral of a portion of incentive bonus type plans, etc. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. The following individual received a current year distribution: Lois Huggins - $249,198
Part I, Line 7:Executive leadership participate in a variable incentive compensation plan. Amounts are a percent of base salary. Certain financial and quality triggers need to be met, and then the percent awards are determined by institutional financial performance, patient satisfaction scores, and individual performance metrics.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Illinois Finance AuthorityBusinessNameLine1
FieldValueIRS element (for citing)
Bond Issuer EIN861091967BondIssuerEIN
CUSIP45203HTC6CUSIPNum
Bond Issued2013-07-11BondIssuedDt
Issue Price$398,898,603IssuePriceAmt
PurposeRefund bonds issued 11/22/2005 and 12/10/2009; build new research hospitalPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$398,898,829TotalProceedsAmt
Capitalized Interest$7,194,973CapitalizedInterestAmt
Issuance Costs From Proceeds$2,577,151IssuanceCostsFromProceedsAmt
Capital Expenditures$71,619,082CapitalExpendituresAmt
Other Spent Proceeds$48,006,174OtherSpentProceedsAmt
Unspent$269,501,449UnspentAmt
Current RefundingYes (1)CurrentRefundingInd
Advance Refunding0AdvanceRefundingInd
Final Allocation Made0FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective Action0ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Column (c):The CUSIP shown here, 45203HTC6, is for the latest maturity of the Series A bonds. The issue as a whole also consists of Series B through E bonds (which mature later than Series A), none of which bear CUSIP numbers.
Part II, Line 12:Other unspent proceeds consist of $14,631,196 of trustee held funds and $254,870,253 of undrawn funds (The issue consists of draw-down bonds.).
Part III:All of the tax-exempt bonds which had been previously reported on this schedule have been retired. This section is completed with respect to the bonds outstanding during fiscal year 2014. The proceeds of these bonds were used to (i) refund debt issued 11/22/2005 which financed certain assets with respect to which there is no private use, (ii) refund the portion of certain debt issued 12/10/2009 to finance a portion of the cost of acquiring the land for RIC's new hospital building project and (iii) provide new money for the new hospital building project. Because the prior bonds have been retired, RIC has no private use of any space or equipment financed with outstanding tax-exempt bonds. Since the new hospital building project has not been completed, the measurement of private use in the new space has not yet begun. Part III, Line 9: The organization does not have a written procedure. However, we are aware of self remediation requirements and if we realized there is a violation of Federal tax requirements, we will seek professional assistance.
Part IV, Line 7:The organization has not established written procedures to monitor the requirement of Section 148 but is aware of the rebate and arbitrage requirements and will seek professional assistance at the appropriate time.
Part V:The organization does not have a written procedure. However, we are aware of self remediation requirements and if we realized there is a violation of Federal tax requirements, we will seek professional assistance.
Part VI:Differences between the issue price (Part I) and total proceeds (Part II, Line 3) are due to investment earnings.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonJoanne Smith MDPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSee Part VRelationshipDescriptionTxt
Transaction$155,131TransactionAmt
TransactionSee Part VTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule L, Part IV:Business Transactions Involving Interested Persons:(a) Name of Person: Joanne Smith, M.D. (b) Relationship Between Interested Person and Organization: Corporate Director of Hill-Rom, Inc. which sells/leases hospital beds to RIC.(d) Description of Transaction: Asset purchases and rentals.
Schedule L, Part IV:Business Transactions Involving Interested Persons:All transactions between RIC and the organization were done at arms-length and for fair market value.

Schedule M IRS990ScheduleM

Securities Miscellaneous SecuritiesMiscellaneousGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution35ContributionCnt
Noncash Contributions Rpt F990$2,164,332NoncashContributionsRptF990Amt
Method Of Determining RevenuesCost or selling priceMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Travel/Ent.12$85,111Cost
Yes (X)Jewelry2$22,500Cost
Yes (X)Miscellaneous4$1,930Cost
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Column (b):The number in Column(b) refers to the number of contributors.
Part I, Line 32b:Gifts of stock are processed by a third party, which has an immediate sell order for all stock gifts received.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 3Crothall Services Group managed our facilities and housekeeping services; Morrison Management Specialists managed our food services, and Pharmacy Systems, Inc. managed our pharmacy. No officers, directors, trustees, or key employees (current or former) received compensation from any of these companies.
Form 990, Part VI, Section A, line 6Rehabilitation Institute, Inc. (RII) is the sole corporate member of RIC.
Form 990, Part VI, Section A, line 7aRII has the ability to elect members of the governing body.
Form 990, Part VI, Section A, line 7bRII is the sole member with the sole voting rights to do the following: appoint RIC board members; approve amendments to the articles of incorporation and bylaws; approve corporation annual budget and long-range plan; approve those contracts and loans in excess of $250,000 not included in previously approved budget; approve any merger, consolidation, voluntary dissolution or creation of any subsidiary; and approve the sale, lease, exchange, mortgage, pledge or other disposition of all or substantially all of the corporation assets.
Form 990, Part VI, Section B, line 11Data for the Form 990 is prepared internally, and a third party tax preparer then prepares the Form 990. It is then reviewed internally and presented in draft form electronically first to the Finance and Audit Committee of the Board and then distributed electronically to the full Board.
Form 990, Part VI, Section B, line 12cAll newly hired employees are required to complete a conflict of interest disclosure form at the time of new-employee orientation. In addition, all employees are required to complete such a form on an annual basis. Directors and Officers complete a Conflict of Interest Questionnaire on an annual basis.
Form 990, Part VI, Section B, line 15The Compensation and Leadership Development Committee of the Board has authority to approve all executive compensation; an independent consultant specializing in the field of executive compensation and benefits is hired by the Compensation and Leadership Development Committee of the Board to review and provide an opinion about the executive compensation that it is fair, reasonable and market appropriate. During the review and approval of the compensation, documentation of the decision was recorded in the minutes. The individual was not present when her compensation was decided. RIC performed all of the above procedures to obtain the rebuttable presumption respecting compensation arrangements (per IRC Section 4958).
Form 990, Part VI, Section C, line 19RIC does not routinely make documents available to the general public, but the conflict of interest policy and financial statements are made available to the public on an as needed basis after thorough consideration for the use.
Part VIII, Line 1f:On February 5, 2013, the Illinois Health Facilities and Services Review Board granted RIC a licensure for 242 beds for its new research hospital and outpatient facility currently under construction at 355 East Erie, Chicago, IL. Contribution revenue includes $17,815,038 from RIC's fundraising campaign for this new facility. Of this amount $15,037,579 was pledges. The new facility is expected to open in early 2017.
Form 990, Part XI, line 9:Pension adjustment -14,693,456.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Medical Services RICBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 E Superior StreetAddressLine1
CityChicagoCity
StateILState
ZIP Code60611ZIPCode
FieldValueIRS element (for citing)
EIN911999919EIN
Primary ActivitiesPhysician Practice Billing and CollectionsPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt
Direct Controlling NAN/ADirectControllingNACd

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Rehabilitation Institute IncBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 E Superior StreetAddressLine1
CityChicagoCity
StateILState
ZIP Code60611ZIPCode
FieldValueIRS element (for citing)
EIN363310838EIN
Primary ActivitiesParentPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status11c, III-FIPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Rehabilitation Institute of Chicago EnterprisesBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 E Superior StreetAddressLine1
CityChicagoCity
StateILState
ZIP Code60611ZIPCode
FieldValueIRS element (for citing)
EIN363428852EIN
Primary ActivitiesMedical Products/Medical ServicesPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Rehabilitation Institute IncBusinessNameLine1
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd