Rush Copley Foundation (EIN 363093877) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Phone

6309786200

Tax Period

2024-07-01 to 2025-06-30

Rush Copley Foundation, founded in 1980, is a community nonprofit in the Health Care sector that reported $2.5M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Net assets of $36.4M represent 178 months of operating reserves.

Mission

TO INSPIRE PHILANTHROPIC SUPPORT FOR RUSH COPLEY MEDICAL CENTER AND OTHER RELATED/CONTROLLED EXEMPT ENTITIES TO ADVANCE HEALTHCARE AND HEALTH TO THE COMMUNITY WE SERVE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,215,876

Program Service Revenue $0

Investment Income $1,361,953

Other Revenue $-120,798

TOTAL REVENUE $2,457,031

Expense Breakdown

Grants Paid $1,940,865

Salaries & Benefits $296,115

Fundraising Expenses $0

Program Expenses $1,940,865

Other Expenses $370,616

TOTAL EXPENSES $2,607,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,457,031	$3,106,719	-0.2%
Expenses	$2,607,596	$9,249,729	-0.7%
Net Income	$-150,565	$-6,143,010	-1.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,352,395

Total Directors

$5,811,027

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christine Sobek	CHAIRMAN OF THE BOARD/DIRECTOR	1.0	Officer Director	$0	$0	$0
John Diederich MA MBA FACHE	President & CEO/Director	1.0	Officer Director	$0	$48,416	$1,351,452
Trish Anen	VICE CHAIRMAN OF THE BOARD/DIRECTOR	1.0	Officer Director	$0	$0	$0
Bruce W Dienst	DIRECTOR	1.0	Director	$0	$0	$0
Carl T Bergetz JD	Chief Legal Officer, RUSH & Board Secretary, RCF (START 11/24)	1.0	Director	$0	$183,008	$1,335,342
Catherine Cederoth	DIRECTOR	1.0	Director	$0	$0	$0
Christopher Hwang MD START 1124	VICE CHIEF OF STAFF, DIRECTOR	1.0	Director	$0	$0	$0
Colette Rozanski START 225	DIRECTOR	1.0	Director	$0	$0	$0
Dave Mead	DIRECTOR	1.0	Director	$0	$0	$0
Gaurav Shah MD START 924	CHIEF OF STAFF/DIRECTOR	1.0	Director	$0	$47,235	$1,113,686
Jae B Joo MD End 1224	IMMEDIATE PAST CHIEF OF STAFF/DIRECTOR	1.0	Director	$0	$44,712	$861,670
James Baka	DIRECTOR	1.0	Director	$0	$0	$0
Jeffrey Tack	Treasurer, RCF (Start 11/24)	1.0	Director	$0	$26,315	$420,549
Joe Jackson START 225	DIRECTOR	1.0	Director	$0	$0	$0
Kalpesh Patel MD End 1224	IMMEDIATE PAST VICE CHIEF OF STAFF/DIRECTOR	1.0	Director	$0	$0	$0
Mark C Metzger	DIRECTOR	1.0	Director	$0	$0	$0
Maureen Strobl	DIRECTOR	1.0	Director	$0	$0	$0
Michael Smith	DIRECTOR	1.0	Director	$0	$0	$0
Patrick Carmody	DIRECTOR	1.0	Director	$0	$0	$0
Richard Edelman	DIRECTOR	1.0	Director	$0	$0	$0
Ronald Hem	DIRECTOR	1.0	Director	$0	$0	$0
Santosh Gill MD	DIRECTOR	1.0	Director	$0	$0	$0
Susan Corbridge START 225	DIRECTOR	1.0	Director	$0	$0	$0
Susana Rivera-Mills PhD	DIRECTOR	1.0	Director	$0	$0	$0
Syed Zaidi MD End 1224	Director	1.0	Director	$0	$29,190	$728,328
Alex Pope	VP PHILANTHROPY & CDO	40.0	Officer	$0	$21,117	$357,886
Brenda Van Wyhe END 225	SR VP FINANCE & CFO/TREASURER	1.0	Officer	$0	$37,262	$643,057
Ryan Asmus End 224	FORMER VP GENERAL COUNSEL/SECRETARY	1.0		$0	$1,557	$829,390

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,457,031	$2,607,596	$64,858,124	$-150,565
2024	$3,106,719	$9,249,729	$58,971,273	$-6,143,010
2023	$7,434,112	$2,137,832	$53,485,928	$5,296,280
2022	$4,362,129	$1,189,001	$42,967,414	$3,173,128
2021	$2,089,628	$1,306,604	$46,415,719	$783,024
2020	$6,945,029	$1,589,029	$37,975,929	$5,356,000
2019	$3,434,585	$1,692,759	$36,028,884	$1,741,826
2018	$2,225,054	$1,580,405	$33,028,722	$644,649

Rush Copley Foundation