TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) Elizabeth Bolt...................................................................... Trustee (until 9/16/23)	2.00 ................. 55.00	X				0	1,364,369	239,970
(2) Peter D Newcomer MD MMM...................................................................... Trustee	2.00 ................. 55.00	X				0	1,121,369	266,238
(3) Carey Gehl...................................................................... Trustee (as of 9/16/23)	2.00 ................. 55.00	X				0	1,169,859	173,863
(4) Travis Andersen...................................................................... President & CEO	40.00 ................. 8.00	X	X			948,984	0	206,937
(5) Mohamed Zeater MD...................................................................... Physician	40.00 ................. 0.00			X		1,063,910	0	66,276
(6) Eric Xanthopoulos MD...................................................................... Physician	40.00 ................. 0.00			X		945,280	0	65,472
(7) Ben Durkee MD...................................................................... Physician	40.00 ................. 0.00			X		910,893	0	65,407
(8) Rehmat Sheikh MD...................................................................... Physician	40.00 ................. 0.00			X		873,687	0	23,442
(9) Yaser Siraj MD...................................................................... Physician	40.00 ................. 0.00			X		877,433	0	14,391
(10) Timothy Flynn MD...................................................................... President, SA Medical Group	40.00 ................. 6.00		X			550,572	0	132,148
(11) Sal Ababneh...................................................................... COO & President of UWNI Hospitals	40.00 ................. 6.00		X			571,410	0	107,200
(12) Thomas O'Connor...................................................................... Former President & CEO	0.00 ................. 0.00				X	585,228	0	0
(13) Patricia DeWane...................................................................... VP, CFO, & Treasurer	40.00 ................. 8.00		X			497,721	0	80,556
(14) Michael Polizzotto...................................................................... Former CMO/CMIO	0.00 ................. 0.00				X	409,575	0	57,282
(15) James Cole DO...................................................................... VP Medical Affairs/CMO	40.00 ................. 6.00		X			0	363,596	98,367
(16) Julia Zimmerman...................................................................... VP Strategic Growth	40.00 ................. 6.00		X			314,180	0	120,021
(17) William Mewes...................................................................... Interim VP Patient Services/CNO	40.00 ................. 6.00		X			393,941	0	39,841

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(18) Allen D Williams MD........................................................................ Trustee	40.00 .......................6.00	X		347,963	73,004
(19) Rosa Jeschke........................................................................ VP Human Resources	40.00 .......................6.00		X	297,585	40,004
(20) Anna Taylor........................................................................ VP Patient Svcs/CNO (until 2/24)	2.00 .......................44.00		X	196,225	5,683
(21) Daniel T Ross........................................................................ Chmn of the Board	2.00 .......................8.00	X	X	0	0
(22) Jeffrey J Kaney Sr........................................................................ Immediate Past Chairman (until 6/24)	2.00 .......................6.00	X	X	0	0
(23) Jeffrey S Hultman........................................................................ 1st Vice Chmn/Secy	2.00 .......................8.00	X	X	0	0
(24) Thomas R Walsh........................................................................ Audit/Compliance Chairman	2.00 .......................6.00	X		0	0
(25) Anqunette Parham........................................................................ Trustee	2.00 .......................6.00	X		0	0
(26) Frank E Walter........................................................................ Trustee	2.00 .......................6.00	X		0	0
(27) Helen Chung Hill........................................................................ Trustee	2.00 .......................6.00	X		0	0
(28) Kathleen Kelly MD........................................................................ Trustee	2.00 .......................6.00	X		0	0
(29) Marco T Lenis........................................................................ Trustee	2.00 .......................6.00	X		0	0
(30) Michael Broski........................................................................ Trustee	2.00 .......................6.00	X		0	0
(31) Pamela Maher........................................................................ Trustee	2.00 .......................4.00	X		0	0
(32) Steven C Sjogren........................................................................ Trustee	2.00 .......................6.00	X		0	0
(33) Amanda Miller DO........................................................................ Medical Staff Director	40.00 .......................0.00	X		0	0

(A) Name and business address	(B) Description of services	(C) Compensation
Healthcare Workforce Logistics 2655 Northwinds Parkway Alpharetta,GA30009	Staffing Services	13,871,897
Rockford Anesthesiologists 2202 Harlem Road Loves Park,IL61111	Physician Services	8,865,176
Sound Physicians of Illinois 401 S Lasalle Street Chicago,IL60605	Physician Services	6,425,571
Avant Healthcare Professionals 1211 Semoran Blvd Ste 227 Casselberry,FL32707	Staffing Services	4,154,180
Sound Physicians Emergency Med 1498 Pacific Avenue Suite 500 Tacoma,WA98402	Physician Coverage/Fees	3,368,712
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 159

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

SwedishAmerican Hospital

Employer identification number

36-2222696

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization SwedishAmerican Hospital

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization SwedishAmerican Hospital		Employer identification number 36-2222696

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization SwedishAmerican Hospital			Employer identification number 36-2222696
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2022

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2022

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

165,232

Total. Add lines 1c through 1i ....................................................................................................

165,232

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
Part II-B, Line 1:	Portions of the 2023/2024 Illinois Health and Hospital Association and American Hospital Association dues are used for lobbying: $84,232. A law firm was engaged to review legislation affecting hospitals: $81,000.

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	7,054,782	6,669,961	7,855,142	6,911,513	7,189,894
b	Contributions ...	66,370	6,250	10,983	8,944	10,679
c	Net investment earnings, gains, and losses	676,990	380,092	-1,195,892	946,640	-13,961
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	1,072	1,521	272	11,955	275,099
f	Administrative expenses ....
g	End of year balance ......	7,797,070	7,054,782	6,669,961	7,855,142	6,911,513

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

63.640 %

Permanent endowment right arrow

25.600 %

Term endowment right arrow

10.760 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

Yes

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Yes

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	9,658,309		9,658,309
b	Buildings ....	399,194,410	89,992,654	309,201,756
c	Leasehold improvements	23,599,233	15,952,885	7,646,348
d	Equipment ....	196,146,357	108,023,711	88,122,646
e	Other .....	11,468,821	6,665,327	4,803,494
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				419,432,553

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) Beneficial Interest in Investment Pool	355,124,217	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	355,124,217

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)Due from Affiliated Organization				42,580,832
(2)Insurance Recoveries Receivable				33,978,086
(3)Lease Assets				14,648,752
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				91,207,670

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
Due to Third Party Payors	64,154,035
Reserve for Self Insurance	50,414,761
Deferred Compensation	6,656,241
Current Maturities of Long-term Debt	1,250,000
Lease Liabilities	14,680,158




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	137,155,195
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

Part V, Line 4:

The Hospital's endowment consists of 12 Individual funds established for a variety of purposes. 1) Medical and Non-medical health improvement initiatives 2) Rehabilitation or orthopedic programming and services within the greater Rockford community 3) Oncology patient services 4) Educational materials for the families of oncology patients 5) Chaplaincy program including grief services and counseling 6) Cardiology services 7) Medical programs and care for children 8) Cardiac education for women 9) Ongoing support of surgical service and education of surgical technicians 10) Breast cancer patient assistance, support and research

Part X, Line 2:

The Hospital has received a determination letter from the Internal Revenue Service (IRS) stating it is tax-exempt under Section 501(c)(3) of the Code. The Hospital files a Form 990 (Return of Organization Exempt from Income Tax) annually. When this return is filed, it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would ultimately be sustained. Examples of tax positions common to hospitals include such matters as the following: tax-exempt status of each entity, the nature, characterization and taxability of joint venture income, and various positions relative to potential sources of unrelated business taxable income (UBTI). UBTI is reported on Internal Revenue Service Form 990-T, as appropriate. The benefit of a tax position is recognized in the consolidated financial statements in the period during which, based on all available evidence, management believes that it is more likely than not that the tax position will be sustained upon examination, including the resolution of appeals or litigation processes, if any. Tax positions are not offset or aggregated with other positions. Tax positions that meet the "more likely than not" recognition threshold are measured as the largest amount of tax benefit that is more than 50% likely to be realized on settlement with the applicable taxing authority. The portion of the benefits associated with the tax positions taken that exceeds the amount measured as described above is reflected as a liability for unrecognized tax benefits in the accompanying consolidated balance sheets along with any associated interest and penalties that would be payable to the taxing authorities upon examination. At June 30, 2024 and 2023, there were no unrecognized tax benefits identified or recorded as liabilities. The Forms 990 and 990-T filed by the Hospital are subject to examination for up to three years from the extended due date of each return.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other 30000.0000000000 %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other 60000.0000000000 %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	7,487,287	0	7,487,287	0.940 %
b	Medicaid (from Worksheet 3, column a) . . . . .	175,932,707	164,136,749	11,795,958	1.480 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .	7,673,207	6,297,846	1,375,361	0.170 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	191,093,201	170,434,595	20,658,606	2.590 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	203,697	0	203,697	0.030 %
f	Health professions education (from Worksheet 5) . . .	8,408,821	3,985,087	4,423,734	0.550 %
g	Subsidized health services (from Worksheet 6) . . . .	52,318,406	8,912,475	43,405,931	5.430 %
h	Research (from Worksheet 7) .	608,662	0	608,662	0.080 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	811,685	54,611	757,074	0.090 %
j	Total. Other Benefits . .	62,351,271	12,952,173	49,399,098	6.180 %
k	Total. Add lines 7d and 7j .	253,444,472	183,386,768	70,057,704	8.770 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023

Schedule H (Form 990) 2023

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

25,703,980

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

79,079,537

Enter Medicare allowable costs of care relating to payments on line 5.....

90,847,875

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-11,768,338

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
11 Featherstone Partnership LP	Ambulatory Surgery Center	28.570 %	0 %	71.430 %
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2023

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?2Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)							Other (describe)	Facility reporting group
1	UW Health SwedishAmerican Hospital 1401 East State Street Rockford,IL61104 www.uwhealth.org IL License: 0002725	X	X	X	X	X	n/a	A
2	UW Health Belvidere Hospital 1625 S State Street Belvidere,IL61008 www.uwhealth.org IL License: 0005504	X	X			X	n/a	A

Schedule H (Form 990) 2023

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 21

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): uwhealth.org/population-health/community-health-improvement

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 21

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): www.uwhealth.org/population-health/community-health-improvement

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2023

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 300.000000000000%
and FPG family income limit for eligibility for discounted care of 600.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

www.uwhealth.org/billing-insurance

The FAP application form was widely available on a website (list url):

www.uwhealth.org/billing-insurance

A plain language summary of the FAP was widely available on a website (list url):
www.uwhealth.org/billing-insurance

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 6

Part VFacility Information (continued)

Billing and Collections

	Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2023

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
Part V, Section B	Facility Reporting Group A
Facility Reporting Group A consists of:	- Facility 1: UW Health SwedishAmerican Hospital, - Facility 2: UW Health Belvidere Hospital
Group A-Facility 1 -- UW Health SwedishAmerican Hospital Part V, Section B, line 5:	UW Health SwedishAmerican Hospital (SAH) and UW Health Belvidere Hospital (UWBH) have completed this CHNA to identify community health priorities and make decisions on where to commit resources that can most effectively improve overall community health and wellness.SAH and UWBH partnered with Advis, Inc. (hereinafter Advis), a third-party healthcare consulting firm, to conduct a systematic, data-driven approach to provide a CHNA that incorporated data from both qualitative and quantitative sources. Conducting this CHNA allows SAH and UWBH to better understand the unique needs, concerns and priorities of the community it serves. To complete this CHNA, the Advis team and UW Health SwedishAmerican leadership drew upon the 2020 Healthy Community Study conducted by the Rockford Regional Health Council and internal information for primary data. Secondary data was collected from other agencies and organizations to provide insight into community health needs and priorities, challenges, resources, and potential solutions.The Rockford Regional Health Council is comprised of steering committee partners from several health and community organizations including the Boone County Health Department, Mercyhealth, OSF, UW Health SwedishAmerican Health System, Transform Rockford, United Way of Rock River Valley, University of Illinois College of Medicine Rockford, Department of Family and Community Medicine and the Division of Health Policy and Social Science Research. Data collection was gathered using surveys distributed on paper and digitally. The paper and digital versions of the survey were available in English and Spanish. Respondents included a wide cross section of residents in Boone and Winnebago counties. This cross section includes residents of units operated by the Rockford Housing Authority, Winnebago County Housing Authority and Zion Development; parents/guardians of students in the Harlem School District and Belvidere District 100; a purchased list of email and physical addresses for 13,000 residents of Boone and Winnebago Counties; clients of Crusader Clinic and Northern Illinois Food Bank; and people who learned about the survey on social media platforms.Health needs were identified across all socio-economic groups, races, ethnicities, ages and genders. Special considerations were made to ensure health disparities and the needs of medically underserved and uninsured populations were analyzed. While several health needs were identified throughout the development of this CHNA, SAH and UWBH prioritized health needs with the largest impact on the community as well as those that would be best addressed through a coordinated response from healthcare and community resources.
Group A-Facility 1 -- UW Health SwedishAmerican Hospital Part V, Section B, line 6a:	UW Health SwedishAmerican Hospital (SAH) in Rockford, Illinois and UW Health Belvidere Hospital (UWBH) in Belvidere, Illinois collaborated for the purposes of executing the Community Health Needs Assessment. Both hospital facilities defined their communities geographically in the same way, serve the same demographic and geographic areas, work with the same community organizations and strategic partners, and in the same arenas for community benefit activities. Additionally, SAH and UWBH are part of the same legal entity, UW Health SwedishAmerican, and share a leadership team and medical staff.
Group A-Facility 1 -- UW Health SwedishAmerican Hospital Part V, Section B, line 11:	SAH and UWBH prioritized the following significant health needs, which are a continuation of the priorities from the 2019 CHNA. Below is a list of the identified health priorities for 2022-2025 as well as some of the impacts in these areas from the 2019 CHNA implementation plan:CancerCancer remains a top health priority for UW Health SwedishAmerican as it is a leading cause of death within the UW Health SwedishAmerican community service area. The percentage of deaths caused by cancer was 18.4% in Winnebago County and 17% in Boone County.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to cancer care within the community:- Expanded radiation oncology procedures not yet offered to patients in the service area to include Space OAR Program.- Met patient education and perception goals for lung cancer clinical indicators.- Completed National Accreditation Program for Breast Centers (NAPBC) standards, applied for and received accreditation.- Participated in American Cancer Society "Real Men Wear Pink".- Provided keynote speaker at prostate cancer Annual Purple Tea Coalition.- Provided patient education on aromatherapy for cancer patients, benefits of oncology rehabilitation, palliative care and the anti-inflammatory benefits of spices as a part of Cancer Survivor Week.ObesityThe issues related to obesity remain two-fold: factors causing the development of obesity and the diseases that result from obesity. As determined through the 2020 Health Community Study and Survey, 12% of the survey participants were obese. Moreover, the survey included a self-assessment of the participants' weight. Across all samples, "overweight" was the most common answer given by respondents.According to the CDC, obesity is a leading cause of diabetes, hypertension, high cholesterol and heart diseases. Data gathered from the Centers for Disease Control (CDC) indicate high rates of diabetes, hypertension, high cholesterol and heart diseases in both Winnebago and Boone Counties.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to Obesity within the community:- Created Employer Based Clinics (EBC) and Woodward Health Center (WHC).- Health Coaching- Walk with a coach at WHC- Referred patients to New Directions weight loss program.- Utilized Better Life Wellness (BLW) for corporate clients focused on wellness.- Offered Grocery tours with a registered dietician.- Offered HRA (health risk assessment) and wellness screenings with corporate clients (aggregate data reports include BMI (body mass index)).- Held various wellness challenges.- Prior to COVID restrictions offered Walk with a Doc.- Ensured that BMI was obtained at every patient visit.- Established questionnaire regarding activity level/exercise regimen at all wellness visits (pediatrics and adult).- Recommendations regarding lifestyle included in all assessment/plan for wellness visits (pediatrics and adult).- EMR reminders for missing cholesterol screening; we start this at age 9 years old (pediatric population) and continue through adulthood.- Partnership with Diabetes center/nutrition center for additional referrals as needed.Tobacco CessationApproximately a quarter of adults in the region are current smokers, an increase from the last time the region was surveyed, but only 3% are regular smokers (smoke every day). The rate of adults in the region who currently smoke cigarettes is higher than the state and national findings, which only shows 15% of the population being current smokers.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to Tobacco Cessation within the community:- Tobacco use screening at all visits, tobacco cessation encouraged at all wellness visits.- Provider education regarding Lung Cancer Screening for tobacco use history.- Provider education regarding smoking cessation counseling.- EMR reminders regarding need for Abdominal Aortic Aneurysm screening in males' age 65+ with history of tobacco use.- EMR reminders for Pneumonia vaccine in all patients with tobacco use.- Smoking cessation program offered to EBC and BLW corporate clients.Poverty and UnemploymentApproximately 14.6% of the total Winnebago County population lives in poverty, compared to the 11% of population that live in poverty in the State of Illinois. Moreover, both Boone and Winnebago counties have a significantly higher penetration of low-income residents compared to the penetration of low-income residents across the state. Specifically, Winnebago County has a 49.5% rate of penetration of low-income residents, and Boone County has a rate of 43.7% penetration of low-income residents. Comparatively, the State of Illinois has a rate of 38.8%.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to Poverty and Unemployment within the community:- Provided grants and resources to area non-profits that support unmet, basic needs in our service area such as:- $15,000.00 - Provide tutors for struggling students Pre-K to 12 in reading and math.- $17,735.00 - Counseling for those who have anxiety, depression, bullying, self-harm and suicide along with childhood trauma and abuse.- $6,265.00 - Youth weightlifting outreach which targets at-risk youth who live in poverty, have experienced trauma and struggle with social-emotional well being.- $10,000.00 - Community partnership with Rockford East High School students to provide a new construction trades program.- $10,000.00 - Project name "Happy Kids are Healthy Kids" to provide students enrolled in summer camp cooking classes that taught them about making healthier food options.- $5, 000.00 - Provide 24-hour medical advocacy at hospitals in Winnebago, Boone and Ogle counties. Staff and volunteers provided support, education, referrals and/or clothes to sexual assault survivors.- $17,500.00 - Equip a home for relational mentoring with at-risk and justice involved youth, ages 15-23.- $5,000.00 - Provide field trip enrichment opportunities for inner city children ages 6-16.- $11,188.65 - Improve the social and emotional well-being of school age kids through physical activity and strength training.- $10,000.00 - Re-engage youth in outdoor activities that will improve their health and keep them safe and active. Also provides financial assistance to anyone in need that cannot afford the programs, team sports, lessons and camps.- $6,609.00 - Purchase equipment for education and employment center at homeless shelter to help the unemployed get a job.- $4,500.00 - Conduct a musical theatre to introduce children of color in poverty the skills learned from participating in musical theatre which offers future career opportunities in this field.- $12,000.00 - Further development of the Juvenile Justice Ministry program.Access to Medical CareAccess to medical care remains a challenge to the UW Health SwedishAmerican community for a wide range of reasons including transportation availability, communication barriers, clinic hours and supply and availability.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to Access to Medical Care within the community:- Provided $4 million per year to the University of Illinois College of Medicine family practice residency to educate physicians.- Provided school physicals to Lincoln School (neighborhood school).- Partnered with Rockford Fire Department to provide mobile integrated health outreach to community.- Partnered with local FQHC's (federally qualified health centers) to assure access to hospital services.- Contracted with all Medicaid Managed Care organizations to assure access to our physicians and hospital for all of the Medicaid population in our service area.- Set a goal of 48% of new primary care patients seen within 10 days; currently at 45.86%.Vulnerable Populations: Hispanic/Latino PopulationThe Hispanic and Latino population was identified as particularly vulnerable within the community, and especially impacted by adverse health issues and outcomes. For example, the survey indicated that compared to some other races, Hispanics have higher incidences of high cholesterol, arthritis, obesity and liver disease. Moreover, Hispanic adults were identified as more likely to be current drinkers in the region compared to other races.See Line 11 continued at the end of Part V.
Group A-Facility 1 -- UW Health SwedishAmerican Hospital Part V, Section B, line 16j:	The hospital's financial assistance policy is transparent and available to all, at all points in the continuum, in languages appropriate for Hospital's service area. The hospital's financial assistance policy, application form, signage, and financial counselor contact information are available in English and Spanish.Signage is posted prominently at all points of admission and registration (including the emergency department). Written information about the hospital's financial assistance policy and copies of the financial assistance form are available in admission and registration areas. The hospital's financial assistance policy, application form and financial counselor contact information are also posted on the hospital's website. The hospital will make efforts to publicize its policy in print and television media, wherever practicable. Patient billing communications also inform patients of the availability of financial assistance. Each bill, invoice, or other summary of charges to an uninsured patient includes with it, or on it, a prominent statement that an uninsured patient who meets certain income requirements may qualify for financial assistance and information on how to apply for consideration under the hospital's financial assistance policy. All third-party agents who submit or collect bills on behalf of hospital are required to follow this policy.
Group A-Facility 2 -- UW Health Belvidere Hospital Part V, Section B, line 5:	UW Health SwedishAmerican Hospital (SAH) and UW Health Belvidere Hospital (UWBH) have completed this CHNA to identify community health priorities and make decisions on where to commit resources that can most effectively improve overall community health and wellness.SAH and UWBH partnered with Advis, Inc. (hereinafter Advis), a third-party healthcare consulting firm, to conduct a systematic, data-driven approach to provide a CHNA that incorporated data from both qualitative and quantitative sources. Conducting this CHNA allows SAH and UWBH to better understand the unique needs, concerns and priorities of the community it serves. To complete this CHNA, the Advis team and UW Health SwedishAmerican leadership drew upon the 2020 Healthy Community Study conducted by the Rockford Regional Health Council and internal information for primary data. Secondary data was collected from other agencies and organizations to provide insight into community health needs and priorities, challenges, resources, and potential solutions.The Rockford Regional Health Council is comprised of steering committee partners from several health and community organizations including the Boone County Health Department, Mercyhealth, OSF, UW Health SwedishAmerican Health System, Transform Rockford, United Way of Rock River Valley, University of Illinois College of Medicine Rockford, Department of Family and Community Medicine and the Division of Health Policy and Social Science Research. Data collection was gathered using surveys distributed on paper and digitally. The paper and digital versions of the survey were available in English and Spanish. Respondents included a wide cross section of residents in Boone and Winnebago counties. This cross section includes residents of units operated by the Rockford Housing Authority, Winnebago County Housing Authority and Zion Development; parents/guardians of students in the Harlem School District and Belvidere District 100; a purchased list of email and physical addresses for 13,000 residents of Boone and Winnebago Counties; clients of Crusader Clinic and Northern Illinois Food Bank; and people who learned about the survey on social media platforms.Health needs were identified across all socio-economic groups, races, ethnicities, ages and genders. Special considerations were made to ensure health disparities and the needs of medically underserved and uninsured populations were analyzed. While several health needs were identified throughout the development of this CHNA, SAH and UWBH prioritized health needs with the largest impact on the community as well as those that would be best addressed through a coordinated response from healthcare and community resources.
Group A-Facility 2 -- UW Health Belvidere Hospital Part V, Section B, line 6a:	UW Health SwedishAmerican Hospital (SAH) in Rockford, Illinois and UW Health Belvidere Hospital (UWBH) in Belvidere, Illinois collaborated for the purposes of executing the Community Health Needs Assessment. Both hospital facilities defined their communities geographically in the same way, serve the same demographic and geographic areas, work with the same community organizations and strategic partners, and in the same arenas for community benefit activities. Additionally, SAH and UWBH are part of the same legal entity, UW Health SwedishAmerican, and share a leadership team and medical staff.
Group A-Facility 2 -- UW Health Belvidere Hospital Part V, Section B, line 11:	SAH and UWBH prioritized the following significant health needs, which are a continuation of the priorities from the 2019 CHNA. Below is a list of the identified health priorities for 2022-2025 as well as some of the impacts in these areas from the 2019 CHNA implementation plan:CancerCancer remains a top health priority for UW Health SwedishAmerican as it is a leading cause of death within the UW Health SwedishAmerican community service area. The percentage of deaths caused by cancer was 18.4% in Winnebago County and 17% in Boone County.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to cancer care within the community:- Expanded radiation oncology procedures not yet offered to patients in the service area to include Space OAR Program.- Met patient education and perception goals for lung cancer clinical indicators.- Completed National Accreditation Program for Breast Centers (NAPBC) standards, applied for and received accreditation.- Participated in American Cancer Society "Real Men Wear Pink".- Provided keynote speaker at prostate cancer Annual Purple Tea Coalition.- Provided patient education on aromatherapy for cancer patients, benefits of oncology rehabilitation, palliative care and the anti-inflammatory benefits of spices as a part of Cancer Survivor Week.ObesityThe issues related to obesity remain two-fold: factors causing the development of obesity and the diseases that result from obesity. As determined through the 2020 Health Community Study and Survey, 12% of the survey participants were obese. Moreover, the survey included a self-assessment of the participants' weight. Across all samples, "overweight" was the most common answer given by respondents.According to the CDC, obesity is a leading cause of diabetes, hypertension, high cholesterol and heart diseases. Data gathered from the Centers for Disease Control (CDC) indicate high rates of diabetes, hypertension, high cholesterol and heart diseases in both Winnebago and Boone Counties.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to Obesity within the community:- Created Employer Based Clinics (EBC) and Woodward Health Center (WHC).- Health Coaching- Walk with a coach at WHC- Referred patients to New Directions weight loss program.- Utilized Better Life Wellness (BLW) for corporate clients focused on wellness.- Offered Grocery tours with a registered dietician.- Offered HRA (health risk assessment) and wellness screenings with corporate clients (aggregate data reports include BMI (body mass index)).- Held various wellness challenges.- Prior to COVID restrictions offered Walk with a Doc.- Ensured that BMI was obtained at every patient visit.- Established questionnaire regarding activity level/exercise regimen at all wellness visits (pediatrics and adult).- Recommendations regarding lifestyle included in all assessment/plan for wellness visits (pediatrics and adult).- EMR reminders for missing cholesterol screening; we start this at age 9 years old (pediatric population) and continue through adulthood.- Partnership with Diabetes center/nutrition center for additional referrals as needed.Tobacco CessationApproximately a quarter of adults in the region are current smokers, an increase from the last time the region was surveyed, but only 3% are regular smokers (smoke every day). The rate of adults in the region who currently smoke cigarettes is higher than the state and national findings, which only shows 15% of the population being current smokers.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to Tobacco Cessation within the community:- Tobacco use screening at all visits, tobacco cessation encouraged at all wellness visits.- Provider education regarding Lung Cancer Screening for tobacco use history.- Provider education regarding smoking cessation counseling.- EMR reminders regarding need for Abdominal Aortic Aneurysm screening in males' age 65+ with history of tobacco use.- EMR reminders for Pneumonia vaccine in all patients with tobacco use.- Smoking cessation program offered to EBC and BLW corporate clients.Poverty and UnemploymentApproximately 14.6% of the total Winnebago County population lives in poverty, compared to the 11% of population that live in poverty in the State of Illinois. Moreover, both Boone and Winnebago counties have a significantly higher penetration of low-income residents compared to the penetration of low-income residents across the state. Specifically, Winnebago County has a 49.5% rate of penetration of low-income residents, and Boone County has a rate of 43.7% penetration of low-income residents. Comparatively, the State of Illinois has a rate of 38.8%.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to Poverty and Unemployment within the community:- Provided grants and resources to area non-profits that support unmet, basic needs in our service area such as:- $15,000.00 - Provide tutors for struggling students Pre-K to 12 in reading and math.- $17,735.00 - Counseling for those who have anxiety, depression, bullying, self-harm and suicide along with childhood trauma and abuse.- $6,265.00 - Youth weightlifting outreach which targets at-risk youth who live in poverty, have experienced trauma and struggle with social-emotional well being.- $10,000.00 - Community partnership with Rockford East High School students to provide a new construction trades program.- $10,000.00 - Project name "Happy Kids are Healthy Kids" to provide students enrolled in summer camp cooking classes that taught them about making healthier food options.- $5, 000.00 - Provide 24-hour medical advocacy at hospitals in Winnebago, Boone and Ogle counties. Staff and volunteers provided support, education, referrals and/or clothes to sexual assault survivors.- $17,500.00 - Equip a home for relational mentoring with at-risk and justice involved youth, ages 15-23.- $5,000.00 - Provide field trip enrichment opportunities for inner city children ages 6-16.- $11,188.65 - Improve the social and emotional well-being of school age kids through physical activity and strength training.- $10,000.00 - Re-engage youth in outdoor activities that will improve their health and keep them safe and active. Also provides financial assistance to anyone in need that cannot afford the programs, team sports, lessons and camps.- $6,609.00 - Purchase equipment for education and employment center at homeless shelter to help the unemployed get a job.- $4,500.00 - Conduct a musical theatre to introduce children of color in poverty the skills learned from participating in musical theatre which offers future career opportunities in this field.- $12,000.00 - Further development of the Juvenile Justice Ministry program.Access to Medical CareAccess to medical care remains a challenge to the UW Health SwedishAmerican community for a wide range of reasons including transportation availability, communication barriers, clinic hours and supply and availability.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to Access to Medical Care within the community:- Provided $4 million per year to the University of Illinois College of Medicine family practice residency to educate physicians.- Provided school physicals to Lincoln School (neighborhood school).- Partnered with Rockford Fire Department to provide mobile integrated health outreach to community.- Partnered with local FQHC's (federally qualified health centers) to assure access to hospital services.- Contracted with all Medicaid Managed Care organizations to assure access to our physicians and hospital for all of the Medicaid population in our service area.- Set a goal of 48% of new primary care patients seen within 10 days; currently at 45.86%.Vulnerable Populations: Hispanic/Latino PopulationThe Hispanic and Latino population was identified as particularly vulnerable within the community, and especially impacted by adverse health issues and outcomes. For example, the survey indicated that compared to some other races, Hispanics have higher incidences of high cholesterol, arthritis, obesity and liver disease. Moreover, Hispanic adults were identified as more likely to be current drinkers in the region compared to other races.See Line 11 continued at the end of Part V.
Group A-Facility 2 -- UW Health Belvidere Hospital Part V, Section B, line 16j:	The hospital's financial assistance policy is transparent and available to all, at all points in the continuum, in languages appropriate for Hospital's service area. The hospital's financial assistance policy, application form, signage, and financial counselor contact information are available in English and Spanish.Signage is posted prominently at all points of admission and registration (including the emergency department). Written information about the hospital's financial assistance policy and copies of the financial assistance form are available in admission and registration areas. The hospital's financial assistance policy, application form and financial counselor contact information are also posted on the hospital's website. The hospital will make efforts to publicize its policy in print and television media, wherever practicable. Patient billing communications also inform patients of the availability of financial assistance. Each bill, invoice, or other summary of charges to an uninsured patient includes with it, or on it, a prominent statement that an uninsured patient who meets certain income requirements may qualify for financial assistance and information on how to apply for consideration under the hospital's financial assistance policy. All third-party agents who submit or collect bills on behalf of hospital are required to follow this policy.
Group A-Facility 1 -- UW Health SwedishAmerican Hospital	Part V, Section B, line 11, continuted:Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to the vulnerable Hispanic and Latino Populations and other underserved populations within the community:- Created diversity, equity and inclusion committee to address diverse needs of our population - most recent project included providing hair care products to our African American inpatients.- Participated on Rockford transit committee to make sure our patients have bus access to our hospital from anywhere in Rockford.- Teamed up with two local hospitals to provide better in-person sign language interpreter access.- Employed in-person Spanish interpreters.- Maintain 40 video interpreter computers that provide interpretation in over 200 languages available to the entire hospital.Heart CareThe UW Health SwedishAmerican community service area leading causes of death include heart disease, with 21% of deaths in Winnebago County, and 19.3% of deaths in Boone County caused by heart disease.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to Heart Care within the community:- Created and sustained a Heart Institute: Recruited a complete cardiology team, renovated the clinic space for expansion and increased the number of providers.- Expanded Cardiac Catheterization Labs.- Offered full-time pediatric general cardiology services and some pediatric electrophysiology services in Rockford.Maternal/Prenatal/Early Childhood HealthMaternal, Prenatal and Early Childhood health continue to be a top priority for UW Health SwedishAmerican as a large portion of the UW Health SwedishAmerican diagnoses-related groups from 2019-2021 were related to Pregnancy, Childbirth & the Puerperium, coupled with the fact that Winnebago County has a teen pregnancy rate much higher than the state average.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to Maternal/Prenatal/Early Childhood Health within the community:- Completed a new patient tower for Women and Children.- Converted the 10 bed special care nursery to a NICU and added 14 additional NICU beds to offer 24 NICU beds to our patients.- Offered donor breast milk program including a drop-off site for donors.- Promoted bonding between birth mom and child with rooming together.- Supported and educated patients on breastfeeding.Substance AbuseThe percentage of adults in the region that reported using drugs is around 27%. Adults reporting using/illegally using a wide variety of illicit drugs including marijuana or TCH products, prescription opioids, cocaine, amphetamines and heroin.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to combating substance abuse within the community:- Implemented state grant for opioid response to create program named Screening, Outreach, Linkage And Referral At UW Health SwedishAmerican (SOLARAS).- SOLARAS has connected with local FQHC's, mental health providers and substance abuse organizations to create referral source for treatment.- SOLARAS peer recovery specialists have been hired to assist with warm hand-off from treatment to local support services. Staff participated in warm hand-off meetings and have hired a case manager to assist with community involvement and connectivity to support services.- SOLARAS staff have created a relationship with Remedies, a local support group for addiction and recovery, to address women's needs to address housing and violence.- Collaboration between SOLARAS staff and our Women and Children's services staff to participate on Opioid committee and develop a screening tool to identify high risk patients and reduce narcotic use after surgery.The health priorities from the 2019 CHNA are continuing for the 2022-2025 CHNA and SAH and UWBH will develop a three-year implementation plan to address some of the most crucial health needs of the population defined within its community service area. The findings from this CHNA will determine how best to commit resources to address priority health needs that improve the overall health and well-being of its community.Group A-Facility 2 -- UW Health Belvidere HospitalPart V, Section B, line 11, continuted:Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to the vulnerable Hispanic and Latino Populations and other underserved populations within the community:- Created diversity, equity and inclusion committee to address diverse needs of our population - most recent project included providing hair care products to our African American inpatients.- Participated on Rockford transit committee to make sure our patients have bus access to our hospital from anywhere in Rockford.- Teamed up with two local hospitals to provide better in-person sign language interpreter access.- Employed in-person Spanish interpreters.- Maintain 40 video interpreter computers that provide interpretation in over 200 languages available to the entire hospital.Heart CareThe UW Health SwedishAmerican community service area leading causes of death include heart disease, with 21% of deaths in Winnebago County, and 19.3% of deaths in Boone County caused by heart disease.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to Heart Care within the community:- Created and sustained a Heart Institute: Recruited a complete cardiology team, renovated the clinic space for expansion and increased the number of providers.- Expanded Cardiac Catheterization Labs.- Offered full-time pediatric general cardiology services and some pediatric electrophysiology services in Rockford.Maternal/Prenatal/Early Childhood HealthMaternal, Prenatal and Early Childhood health continue to be a top priority for UW Health SwedishAmerican as a large portion of the UW Health SwedishAmerican diagnoses-related groups from 2019-2021 were related to Pregnancy, Childbirth & the Puerperium, coupled with the fact that Winnebago County has a teen pregnancy rate much higher than the state average.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to Maternal/Prenatal/Early Childhood Health within the community:- Completed a new patient tower for Women and Children.- Converted the 10 bed special care nursery to a NICU and added 14 additional NICU beds to offer 24 NICU beds to our patients.- Offered donor breast milk program including a drop-off site for donors.- Promoted bonding between birth mom and child with rooming together.- Supported and educated patients on breastfeeding.Substance AbuseThe percentage of adults in the region that reported using drugs is around 27%. Adults reporting using/illegally using a wide variety of illicit drugs including marijuana or TCH products, prescription opioids, cocaine, amphetamines and heroin.Since the 2019 CHNA, UW Health SwedishAmerican has implemented the following related to combating substance abuse within the community:- Implemented state grant for opioid response to create program named Screening, Outreach, Linkage And Referral At UW Health SwedishAmerican (SOLARAS).- SOLARAS has connected with local FQHC's, mental health providers and substance abuse organizations to create referral source for treatment.- SOLARAS peer recovery specialists have been hired to assist with warm hand-off from treatment to local support services. Staff participated in warm hand-off meetings and have hired a case manager to assist with community involvement and connectivity to support services.- SOLARAS staff have created a relationship with Remedies, a local support group for addiction and recovery, to address women's needs to address housing and violence.- Collaboration between SOLARAS staff and our Women and Children's services staff to participate on Opioid committee and develop a screening tool to identify high risk patients and reduce narcotic use after surgery.The health priorities from the 2019 CHNA are continuing for the 2022-2025 CHNA and SAH and UWBH will develop a three-year implementation plan to address some of the most crucial health needs of the population defined within its community service area. The findings from this CHNA will determine how best to commit resources to address priority health needs that improve the overall health and well-being of its community.

Schedule H (Form 990) 2023

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?40
Name and address		Type of Facility (describe)
1	1 - UW Health Carbone Cancer Center Rockford 3535 N Bell School Road Rockford,IL61073	Outpatient Clinic
2	2 - UW Health Women and Children's Hospital 1350 Charles Street Rockford,IL61104	Outpatient Clinic
3	3 - SwedishAmerican Heart Institute 1340 Charles Street Suite 300 Rockford,IL61104	Outpatient Clinic
4	4 - Breast Health Center 1340 Charles Street Suite 201 Rockford,IL61104	Outpatient Clinic
5	5 - Orthopedic and Sports Therapy 8451 Orth Road Loves Park,IL61111	Outpatient Clinic
6	6 - UW Health Roscoe Clinic 4282 E Rockton Road Roscoe,IL61073	Outpatient Clinic
7	7 - UW Health N Bell School Rd Medical Cente 3505 N Bell School Road Rockford,IL61114	Outpatient Clinic
8	8 - Lundholm Orthopedics 1340 Charles Street Suite 100 Rockford,IL61114	Outpatient Clinic
9	9 - Wound Care & Hyperbaric Clinics 1415 E State Street Ste 101 609 Rockford,IL61104	Outpatient Clinic
10	10 - Physical Therapy Center 209 9th Street Suite 201 Rockford,IL61104	Outpatient Clinic
11	11 - Nuero and Headache Center 1340 Charles Street Suite 400 Rockford,IL61104	Outpatient Clinic
12	12 - UW Health Surgery at SwedishAmerican 1340 Charles Street Suite 100 Rockford,IL61104	Outpatient Clinic
13	13 - SAMG Obstetrics & Gynecology 7180 Springbrook Road Ste 200 Rockford,IL61114	Outpatient Clinic
14	14 - UW Health N Alpine Rd Clinic 1253 N Alpine Road Rockford,IL61107	Outpatient Clinic
15	15 - Rockford Vascular Surgery 1340 Charles Street Suite 200 Rockford,IL61104	Outpatient Clinic
16	16 - UW Health Belvidere Clinic 1700 Henry Luckow Lane Belvidere,IL61008	Outpatient Clinic
17	17 - UW Health N Mulford Rd Immediate Care 3775 N Mulford Road Rockford,IL61114	Outpatient Clinic
18	18 - UW Health 2909 N Main St Clinic 2909 N Main Street Rockford,IL61103	Outpatient Clinic
19	19 - UW Health Newburg Road Clinic 6824 Newburg Road Rockford,IL61108	Outpatient Clinic
20	20 - SwedishAmerican Home Health Care 2550 Charles Street Rockford,IL61108	Home Health Care
21	21 - UW Health Villagreen View Clinic 6861 Villagreen View Rockford,IL61107	Outpatient Clinic
22	22 - Pediatric Therapy and Adult Speech Ther 209 9th Street Suite 302 Rockford,IL61104	Outpatient Clinic
23	23 - UW Health Byron Clinic 220 W Blackhawk Drive Byron,IL61010	Outpatient Clinic
24	24 - UW Health 2404 Charles St Clinic 2404 Charles Street Rockford,IL61108	Outpatient Clinic
25	25 - UW Health Davis Junction Clinic 5665 North Junction Way Davis Junction,IL61020	Outpatient Clinic
26	26 - Woodward Health Center 2473 McFarland Road Rockford,IL61107	Outpatient Clinic
27	27 - RPS 205 Employee Health Center 2473 McFarland Road Rockford,IL61107	Outpatient Clinic
28	28 - State St OBGYN 1415 E State Street Rockford,IL61104	Outpatient Clinic
29	29 - UW Health Marchesano Dr Clinic 815 Marchesnano Drive Rockford,IL61102	Outpatient Clinic
30	30 - UW Health Rochelle Clinic 380 IL Route 30 East Rochelle,IL61068	Outpatient Clinic
31	31 - Cardiothorasic Surgery 1340 Charles Street Suite 300 Rockford,IL61104	Outpatient Clinic
32	32 - Rockford Ambulatory Surgery Center 1016 Featherstone Road Rockford,IL61107	Ambulatory Surgery Center
33	33 - Partners Clinic 2601 N Main Street Rockford,IL61103	Employer Based Clinic
34	34 - RPS205 Employee Health Center 2601 N Main Street Rockford,IL61103	Employer Based Clinic
35	35 - District 100 Wellness Center 1320 East Ave Belvidere,IL61008	Outpatient Clinic
36	36 - Diabetes Self-Management Center 1415 E State Street Suite 700 Rockford,IL61104	Outpatient Clinic
37	37 - Infectious Disease Consultants 1340 Charles Street Suite 404 Rockford,IL61104	Outpatient Clinic
38	38 - Winnebago County Employee & Family Welln 526 W State Street Rockford,IL61107	Employer Based Clinic
39	39 - Woodward Occupational Health Rock Cut 1 Woodward Way Loves Park,IL61111	Employer Based Clinic
40	40 - Woodward Occup Health Loves Park 5001 N 2nd Street Loves Park,IL61111	Employer Based Clinic

Schedule H (Form 990) 2023

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
Part I, Line 7g:	The following subsidized health services are for physicians. These physicians are necessary to serve the community, are difficult to recruit, and the reimbursement does not cover the cost of the services.Hospital based physicians' specialty clinics and coverage payments: $35,514,426Emergency department physicians: $1,435,713Total: $36,950,139
Part I, Ln 7 Col(f):	The bad debt expense on Part IX, Column A subtracted for the purpose of calculating the percentage of expense is $25,703,980.
Part I, Line 7:	7a and 7f costs were calculated using the 2024 Medicare cost report cost to charge ratio. Lines 7b and 7c costs were calculated using the cost accounting system. The cost accounting system addresses all patient segments. All other amounts in Line 7 were calculated using direct costs.
Part III, Line 2:	Methodology for determining bad debt expense: It is our practice to identify, to the extent possible, charity cases at the time of service. If a patient provides documentation they meet our charity care policy, they are not sent to collection. Patients who do not meet presumptive eligibility and fail to apply or provide documentation are sent to collection after 90 days. The organization and its agents follow the fair patient billing act. If during the collection process we or our agents become aware of a patient qualifying for charity care or financial assistance and the patient cooperates with the requirements of the charity care policy, collection efforts are ceased and the account is written off to charity. Bad debt expense reported on line 2 represents the allowance for doubtful accounts. It is determined based on historical experience of uncollectible amounts, after contractual discounts, patient payments and amounts qualifying under charity assistance policy.
Part III, Line 3:	As of January 2024, UW Health SwedishAmerican Hospital's charity policy allows a 100% charity write-off for those with household income of 300% or less of the federal poverty level and partial charity write-off for those up to 600% of the poverty level. The latest data from the 2024 U.S. Census bureau QuickFacts for Winnebago and Boone counties, which are the counties served by the healthcare facilities, indicates the following: Winnebago County 14.7% of the population is below the poverty level, the median household income was $64,363 and a household size 2.42, Boone County 10.8% of the population is below the poverty level, the median household income was $81,638 and a household size of 2.77. The 2024 poverty guidelines per the Office of Assistant Secretary for Planning and Evaluation, (https://aspe.hhs.gov/poverty-guidelines) indicate for the household size of 3, and income of $77,460 is 300% of the poverty level and $154,920 is 600% of the poverty level. Approximately 81% of our charity write-offs are for patients without insurance while 62% of our bad debt write-offs are for patients without insurance. During FY 2024, 35% of all accounts written off to bad debt were recovered. This portion was not included as community benefit in Part I because it is an estimate based on the small percentage of bad debt this is recovered and the demographics of our service area.
Part III, Line 4:	Please refer to Page 13 of the attached audit report for footnotes describing accounts receivable and patient service revenue.
Part III, Line 8:	UW Health SwedishAmerican Hospital must treat patients regardless of their ability to pay. The government sets non-negotiable Medicare rates and the reimbursement from Medicare has not kept pace with the rising cost of providing those services. The cost of care has increased due to: wages and benefits necessary to keep high demand skilled practitioners, medical supplies in particular cardiovascular and orthopedic implants and pharmaceuticals, malpractice insurance costs, and capital equipment. UW Health SwedishAmerican Hospital's treatment of Medicare beneficiaries relieves the federal government burden of directly providing medical care which by law they are required to provide to eligible beneficiaries. Due to the requirement to provide care and the inability of Medicare reimbursement to keep pace with the cost of providing services, we feel the loss from services provided to Medicare beneficiaries is a part of our mission and is a benefit to our community. The following is a reconciliation of the shortfall from Medicare reported on the cost report on Line 7 to the Medicare shortfall from all of the Medicare programs at UW Health SwedishAmerican Hospital. These shortfalls were calculated using the cost to charge ratio. Medicare shortfall hospital programs Part III, line 7: ($11,768,338)Medicare shortfall physician programs: ($30,515,583)Total Medicare Shortfall ($42,283,921)
Part III, Line 9b:	The organization and its agents follow the fair patient billing act. If during the collection process we or our agents become aware of a patient qualifying for charity care of financial assistance and the patient cooperates with the requirements of the charity care policy, collection efforts are ceased.
Part VI, Line 2:	UW Health SwedishAmerican Hospital has provided monetary support for the 2020 Healthy Community Study, conducted by the Rockford Health council. The Council consists of the major health care providers in our metropolitan area such as the three hospitals, Crusader Clinic (a federally qualified healthcare clinic), the University of Illinois College of Medicine, Janet Wattles Mental Health Center, Rosecrance Substance Abuse Center as well as several representatives of not-for-profit agencies, and member of the corporate community. Since 2001, an assessment has been completed every three years to identify and track trends as well as areas to address. These stakeholders understand the need for a comprehensive community study that is focused on the overall needs of the community. SA has used this data to launch innovative programs and collaborative partnerships such as cardiac screenings within minority communities. In June of 2022, UW Health SwedishAmerican Hospital contracted with Advis to complete a three year follow-up Community Health Needs Assessment (CHNA) for both UW Health SwedishAmerican Hospital and SA Medical Center Belvidere as required by the Internal Revenue Code, Section 501(r). An implementation strategy has been adopted to meet the prioritized needs identified by the CHNA.
Part VI, Line 3:	For services provided in the hospital, our employees and our agents follow the fair patient billing act and provide information regarding the availability of charity and financial assistance at all points during the collection process. We have posted signage disclosing the availability of charity care and financial assistance in emergency rooms and on our website. Inpatients are provided various written communications regarding the availability of charity care and financial assistance and any uninsured discount eligibility. For services provided in physician offices, financial counselors are instructed to make the patients aware of the charity care and financial assistance policy during the collection process and educate them on the process of applying for Medicaid. For services provided by home health, social workers assist patients by screening for Medicaid eligibility and completing the application, completing charity care application, assisting in applying for Medicare and social security disability benefits, and assisting with applications for food stamp, low income energy assistance, and circuit breaker/Illinois cares prescription programs.
Part VI, Line 4:	Explanation on Brand ChangeSwedishAmerican Health System was founded in 1911 and has a rich tradition in the Rock River Valley of being committed to caring for the community. Since 2015, when SwedishAmerican became a division of UW Health, that involvement continued as we worked together to provide remarkable patient care. On September 9, 2021, SwedishAmerican transitioned from a division to fully integrate with the UW Health brand. Aligning with the UW Health brand will continue to bring greater access to medical specialties, research and physicians to northern Illinois. Legally, SwedishAmerican Health System still exists but is doing business as UW Health. For the purposes of this report, we will refer to the community involvement in the northern Illinois area only, excluding the many additional gifts the Madison-based team brings to its community in Wisconsin.UW Health SwedishAmerican HospitalTwo of the remaining entities that still bear the SwedishAmerican name are the SwedishAmerican Health Foundation and the UW Health SwedishAmerican Hospital in downtown Rockford. The hospital was founded in 1911 and serves residents of 12 counties in northern Illinois and southern Wisconsin through a major acute care hospital; a medical center in Belvidere; a free-standing outpatient cancer center; a large network of primary care and multi-specialty clinics; a home healthcare agency; a full spectrum of outpatient, wellness and education programs; and the charitable endeavors of the SwedishAmerican Health Foundation. Recognized nationally for quality and excellence, UW Health SwedishAmerican Hospital has won many national awards, including designation as a 100 Top Hospital, a Magnet-designated hospital and a J.D. Power and Associates Distinguished Hospital. Community Description For more than 100 years, Rockford, IL has been known as a major industrial manufacturing center of machine tools, industrial fasteners, automotive parts and aerospace components. The Rockford metropolitan population was recorded as 153,283 (2010 US Census) people. Recent estimates show that the current population has since declined to 147,070 (V2020, Census.gov). Major employers in our service area include Fiat Chrysler Automobiles, Collins Aerospace, Woodward, City of Rockford, Rockford Public Schools, UPS, and three area hospitals. Rockford boasts many great parks, shopping, dining, cultural activities, entertainment and educational opportunities. But like many cities in the upper Midwest, it also continues to struggle to compete in what is now a global manufacturing economy. In the 1980s, Rockford's unemployment rate reached 25 percent, the highest in the nation, and it became a symbol for the plight of a "rust belt" city. Although the economy is more diversified now, Rockford remains heavily dependent on manufacturing. Also in the 1980s, charges of discrimination were leveled at the public school district, culminating in a federal lawsuit and 12 years of federal supervision. These two major developments have had their effect on the local economy, the stability of good paying jobs and the psyche and self-esteem of the community. They also have affected Rockford's changing role and importance to the region, state, and to some degree the nation. Unquestionably, these dynamics have impacted healthcare in the community. Today, Rockford's metro area unemployment rate is 13.8 (October 2020) percent, which is an 8.8 percent increase from 2019. Community surveys have identified coronary heart disease, obesity, cancer, prenatal care, depression, tobacco usage and substance use as major healthcare issues in our market.By virtue of its mission, location in the central city and relationships with other providers, UW Health serves the needs of many of the community's underserved. Finding ways to improve the health of all and to make Rockford a model community in which to live, work and worship are significant and strategic initiatives for UW Health. UW Health's Vision for a Healthier Community Community ChallengesIn recent years, UW Health helped fund the Winnebago and Boone Counties Healthy Community Study in partnership with the Rockford Regional Health Council. The purpose of the study was to develop information on the quality of life in the Rockford area to create and implement strategies to improve the lives of all residents. The study is an invaluable opportunity to connect with community stakeholders and discover unmet needs. The most recent study (2020) was dramatically impacted by COVID-19. Strengths included that 80-90 percent of respondents said they were able to get medical care when they needed it and that nearly 70 percent of people had seen a doctor for a checkup within the last 12 months. Weaknesses included that only half of the people in the region reported being able to access mental health/substance abuse care and that Black and Latinx community members report being able to access medical care less easily than White people.The survey also found that 39 percent of local residents are overweight. Poverty, access to healthy food and activity-friendly spaces and a lack of education about nutrition and following nutritional guidelines are culprits, according to community leaders who responded to surveys as part of the study.Behavioral health: In 2020, the local area had 167 mental health care providers psychiatrists, psychologists, clinical social workers and counselors for every 100,000 residents, substantially lower than the same ratios for the state (230) and nation (202).Maternal/prenatal/early childhood: The rate of total births to women age 15-19 per 1,000 female population age 15-19 in Winnebago County was 24.6, significantly higher than the state rate of 19.2.Access to care: The Affordable Care Act reduced by half the number of adults and children who lacked health insurance. But among those with less than a high school education, 25 percent of adults say it is hard for them to understand information that doctors and nurses and other health professionals tell them.Demographic ProfileIndividuals between ages 18 and 64 (working-aged adults) constitute 59.4% of the total population in Boone County and 58.7% of the total population in Winnebago County. Of the remaining population, 16.1% are ages 65 and older and 24.5% are under 18 in Boone County, and 18% are ages 65 and older and 23.34% are under 18 in Winnebago County. Overall, the population aged 65 and older in Winnebago County is slighter higher than that of Boone County and even higher than that of the State of Illinois.Population: The majority of the population in Boone County identified as White (72%). The next largest race is Hispanic (22%), followed by Black (3%). The majority of the population in Winnebago County identified as White (68%). The next largest races are Hispanic (13%) and Black (13%) followed by Asian (3%) and Other (3%).Ethnicity: Boone County has a higher Hispanic population than Winnebago County. Both Counties reported slightly lower Hispanic populations than the state and national metrics. Boone County has approximately 8500 individuals with a primary language of Spanish. This represents 16.9% of the population and is significantly higher than Winnebago County and State percentages.Social/Economic ProfileBoone County has an average per capita income of approximately $51,000, while Winnebago has a slightly lower average per capita income of around $47,000. The per capita income in Boone County is slightly higher than the state average, whereas the per capita income in Winnebago County is slightly lower than the state average of $50,000. Approximately 14.6% of the total Winnebago County population live in poverty. This is significantly higher than the total population living in Boone County and higher than the population living in poverty across both the state and county.Poverty is defined as the percent of low-income residents living below 300% of the Federal Poverty Level in the county. Both Boone and Winnebago counties see a significantly higher penetration of low-income residents vs. the penetration of low-income residents across the state.Education RatesBoth Boone and Winnebago Counties have lower percentages of the population with high school degrees compared to both sate and national percentages. Similarly, both counties have significantly lower percentages of the population with bachelor degrees or higher education compared to both state and national percentages.Health OutcomesWinnebago County has a medically underserved area (MUA 7011). The MUA designation was developed by the Health Resources and Services Administration (HRSA) and indicates that a combination of four components exists in the area:
- A low ratio of primary medical care physicians per 1,000 population;	- A high infant mortality rate;- A high percentage of the population with incomes below the poverty level;- A high percentage of the population age 65 or over.The UW Health SwedishAmerican CSA lies within the 40420 (Rockford, IL) Core-Based Statistical Area ("CBSA"). A CBSA is a U.S. geographic area defined by the Office of Management and Budget (0MB) that consists of one or more counties (or equivalents) anchored by an urban center of at least 10,000 people plus adjacent counties that are socioeconomically tied to the urban center by commuting.The UW Health SwedishAmerican CBSA has a Hierarchical Condition Categories (HCC) Risk Score of 1.02. The CMS-HCC risk score for a beneficiary is the sum of the score or weight attributed to each of the demographic factors and HCCs within the model. The CMS-HCC model is normalized to 1.0 (the national average). Beneficiaries would be considered relatively healthy, and therefore less costly, with a risk score less than 1.0. Thus, the beneficiaries in the UW Health SwedishAmerican CBSA are considered slightly less healthy and more costly compared to the national average (approximately a 1.09% difference).Other key findings from across the CBSA include a higher number of emergency department visits per 1,000 beneficiaries compared to the national average. Additionally, the number of emergency department visits and number of acute hospital readmissions at UW Health SwedishAmerican make up .1% of all emergency department visits and number of acute hospital readmissions throughout the county. Finally, the hospital readmission rate for the CBSA is consistent with the national average.The UW Health SwedishAmerican CSA leading causes of death include heart disease, influenza and pneumonia, kidney disease, accidents, chronic lower respiratory diseases, Alzheimer's, cancer, COVID-19 and diabetes. Within the CSA, chronic health conditions, particularly cancer, chronic lower respiratory disease, kidney disease and heart disease, were shown to be among the leading causes of death higher than the state average. Additionally, it was identified that the teen birth rate in Winnebago County was significantly higher than the State average. Other health conditions of note include the prevalence of diabetes and obesity are approximately equal to or higher than the state averages.Access to primary care remains a challenge within the UW Health SwedishAmerican CSA for both Boone and Winnebago counties. On average, the ratio of patient visits to primary care physicians in Boone County far exceeds ratio for the same in Winnebago County and both counties saw in 4-5% increase over the previous year. An analysis of patient visit data between 2019-2021 shows that approximately 60% of all UW Health SwedishAmerican patient visits fall within the following DRG categories: 1) Pregnancy, childbirth and puerperium; 2) Circulatory System; 3) Musculoskeletal System and Connective Tissue; 4) Respiratory system; and 5) Endocrine, nutritional & metabolic diseases and disorders.
Part VI, Line 5:	Making a DifferenceAlthough UW Health's community service efforts reach a broad segment of the population throughout northern Illinois, the hospital devotes a great deal of its energy and resources to serving the city's neediest people, many of whom live in the urban core where UW Health SwedishAmerican Hospital is located. Our organization contributes millions of dollars to charity and Medicaid care each year. Recognizing that healthy communities are characterized by strong interconnections between residents, infrastructure, organizations and services, we have worked in partnership with other community-based organizations as part of the non-profit Rockford Health Council Inc. The council seeks to build and improve community health through education, action, dialogue and legislative activity and serve as a catalyst and coordinator for agency and individual action to ensure access, cost effectiveness and quality. Beyond our work with the council, some of our initiatives take place in concert with other individual community organizations and healthcare providers, while others are carried out by UW Health teams. In the past, UW Health has worked with the City of Rockford and other area development groupsincluding ZION Development, Habitat for Humanity and Kids Around the Worldto serve as a catalyst for revitalizing the area surrounding our campus with homes, green space and commerce. A large part of this movement was a $100 million campus expansion and renovation project. Despite economic and strategic pressures to move eastward, as many businesses in our area have done, UW Health joined several other area organizations and made a commitment to remain in central Rockford. One immediate benefit of our redevelopment effort was the expansion of the hospital's emergency department. Among the state's busiest, this is where many of our community's underserved residents come for medical care. UW Health has sought to improve the community's health by taking effective lifestyle modification programs to the people who need them most. Although this applies to the community at large, we have taken special efforts to bring these strategies to the city's elderly and underserved residents. This is demonstrated by our successful program to improve the health of residents at Longwood Plaza, a senior housing facility located two blocks from our hospital's campus. Finally, beyond lifestyle modification our ongoing community health initiatives involve research-based health screening programs, as well as unique health education events that target both at-risk members of the community and healthcare providers. In the spring of 2022, UW Health Northern Illinois launched a mobile health unit in partnership with the City of Rockford, Rockford Fire Department and Molina Health. The van serves as a mobile clinic, taking care to people who need it and removing as many barriers as possible.Beyond large-scale, organization-led initiatives, our employees independently devote extensive amounts of time and resources to a large number of programs, services and activities throughout northern Illinois.We continue to recognize that improving the health of our community means investing in our community. Following a detailed assessment of the region's population trends and projected healthcare needs, and keeping in line with our strategic planning process, UW Health completed plans for a $165 million investment in our community. This major construction, modernization and expansion project will help us continue to provide the outstanding, top-quality healthcare that residents of Rockford and surrounding communities expect and deserve. UW Health's building, renovation and modernization project has benefitted the community in a number of important ways. The total project consisted of these major components:Four-Story Women and Children's Hospital. With more than 2,000 deliveries and growing each year, we've designed this new facility to provide state-of-the-art care for new mothers and their infants. The hospital is home to the region's newest Level III NICU and includes in-house specialists from the University of Wisconsin American Family Children's Hospital. The facility features private labor and delivery suites and mother/baby suites as well as outpatient pediatric specialty clinics.New and Expanded Behavioral Health Services. Despite the increase of psychiatric afflictions such as depression and personality disorders, and the presence of a massive opioid epidemic sweeping our nation, many communities have downsized or eliminated behavioral health services. UW Health SwedishAmerican has chosen to go in a different direction. In response to the increased need for these services, we expanded our behavioral health program to 26 beds, including a new, much-needed, 16-bed child and adolescent unit - a service that had not been available in Rockford for more than 15 years.Three Additional Rockford Clinics. UW Health opened two primary care clinics in 2019 (Riverwest Clinic, now known as Marchesano Dr. Clinic, on the southwest side of Rockford and Creekside Medical Center, now known as the N. Bell School Rd. Clinic, on the north east side) and one in 2020 (Edgewater Medical Center, now known as 2909 N. Main St. Clinic, on the north west side), illustrating the organization's unwavering commitment to provide services where they are most needed. These locations have proven to be of particular importance to our community with the 2021 announcement from a competing hospital that they are removing west-side services on Rockton Avenue.Community Benefits Plan SummaryUW Health SwedishAmerican Hospital's Community Benefits Plan is focused on five objectives:1. Caring For Our Community Contributions2. Lifestyle Medicine and Wellness3. Academic & Career Promotion4. Health Education5. Community ServiceInitiatives designed to meet these objectives are on the following pages. Together, they illustrate our concerted effort to make improvements in the lives of residents at every life stage and income level. These programs reach young children, the elderly and underserved, people who are at risk for chronic diseases and healthcare professionals.
Part VI, Line 6:	Caring For Our Community ContributionsUW Health gives back directly to local non-profit organizations serving community members' greatest needs. Our strongest partnerships are with organizations aligned with our community health improvement priorities, addressing social determinants of health, and providing crucial health services. In fiscal year 2025, we will donate $350,000 locally. Key contributions in 2024 include:- $30,000 to the Crusader Community Health, the local federally qualified health center. Crusader is a valuable partner to UW Health Northern Illinois and serves some of the most vulnerable people in our community- $25,000 to the Rock River Valley Blood Bank in support of the purchase a new blood mobile to increase blood donations and blood supply for local health systems - $10,000 to the Rockford Fire Department to support fire prevention and community risk reduction programs - $10,000 to the University of Illinois College of Medicine Rockford. UW Health partners with the College of Medicine to develop the future of the healthcare workforce- $10,000 to the YWCA of Northwestern Illinois. The YWCA offers a wide variety of programs and services aligned with UW Health's priorities, and the two organizations continue to grow a partnership- $10,000 to Alignment Rockford to support their Ready to Learn with the Basics program. This initiative provides early childhood kits with books, educational toys and links to community resources for new parents distributed through UW Health clinics and in the community. The goal is to ensure parents are aware of the community services available to help them across a variety of areas- $10,000 to the Northern Illinois Foodbank to provide food to pantries across our service area- $6,000 to Carpenters Place, a local organization serving people without housing. Their services include a day shelter, case management, employment training, housing assistance and more, all helping people get the skills and stability they need to maintain permanent housing- $6,000 to support the Family Peace Center, a centralized multi-agency service center for adults and child survivors of interpersonal violence- $10,000 to Rosecrance. UW Health Northern Illinois has a long history of supporting their work addressing mental health and substance use. Their services are needed more than ever, and they provide the path people need to successfully manage their recovery. - $5,000 to The Haven Network, which provides critical services to families facing the loss of an infant. UW Health's Women & Children's Services team work closely with The Haven and connect patients with their services - $5,000 to Northern Illinois Hospice, which provides compassionate end of life care for many UW Health patients - $5,000 to the Boys and Girls Club of Rockford. This unrestricted contribution helps the club continue to offer critical afterschool programs, educational support, character and leadership training, career exploration and more. The club is a safe, trusted place for youth to go outside of schoolLifestyle Medicine and Wellness ProgramsUW Health is committed to building a healthier community of senior adults. In 2001, the health system and ZION Development Corporation began discussing the unique health needs of low-income senior residents living at Longwood Plaza, a 65-unit facility located two blocks from SwedishAmerican Hospital's campus. The two partners wanted to not only provide a way for seniors to have safe housing; they also wanted to equip residents with the tools and education for living healthier lives. With the assistance of a generous donation by the Walter D. Williams estate, SwedishAmerican and ZION created a wellness program to meet the needs of seniors' right where they lived. The program has been going strong since 2001.Every week, participants check in with a registered nurse for blood pressure, weight and fasting glucose if needed. Current health status, medication adherence, diet and nutrition are some of the topics discussed. Twice weekly, participants receive a therapeutic massage and meet individually with a fitness trainer for exercise. Monthly, healthy meals and nutrition presentations are held. Periodically, speakers from the community such as the fire and police department provide presentations. Some participants take advantage of the Licensed Clinic Professional Counselor that the program provides. As an incentive for participation, residents receive up to $40 off of their monthly rent. Academic & Career PromotionIn order to help young people understand the economics of life and open their minds to career possibilities within the business world, UW Health has made a major commitment to the community's public school system. Our employees have shared their professional experiences in the classroom and served as volunteers to tutor students. We've partnered with area schools as a part of our mission to care for our community through compassionate service. We realize that a stronger neighborhood, with achieving children and fully functioning families, is an environment where tomorrow's leaders may be nurtured and protected. As a major corporate anchor in the neighborhood and a source of influence within the greater community, UW Health believes that it has a responsibility to help create an environment at area schools that enables it to serve as an agent for growth, maturation and positive change. A UW Health representative has been involved with the schools' planning process since our partnerships began two decades ago. Over the last 20 years UW Health has positively impacted students and faculty in a number of ways, including:Academy Expo We continued our efforts as a key community partner in expanding Rockford's Academy Expo. The purpose of the Academy Expo was to expose Rockford Public Schools 9th, 10th and 11th graders to a variety of careers to assist them in making an academy and forge a relevant link between high school curriculum and future careers. Unlike a job fair where students visit companies, the Academy Expo invited companies to present career options for students to explore. The main focus of the event, therefore, was to showcase a broad spectrum of possible careers. Students at the Academy Expo learned about classroom curriculum that will prompt them to develop professional behaviors and to evaluate their strengths/interests related to careers.Employees' Children Scholarship ProgramIn 2024, UW Health awarded 10 one-year $1,000 scholarships to children of SwedishAmerican associates. The Associates' Children Scholarship Program is designed to assist children of UW Health associates pursue higher education.Ready to Learn with the Basics initiative with Alignment RockfordUW Health partnered with Alignment Rockford in the fall of 2022 to launch the Ready to Learn with the Basics program. The program distributes educational kits to parents by UW Health providers. The kits also have links to connect families to community resources for assistance with housing, food security, domestic violence, immigration and more. The kits are uniquely designed to encourage healthy and proper emotional, physical, social and intellectual development. It has activity books, handouts, a list of phone apps to support language and literacy, as well as materials that can connect a child with their parent. UW Health contributed $10,000 to support the kits in 2024.Health EducationAccording to the Community Assessment, cancer and heart disease are the leading causes of death in the three-county area surrounding UW Health SwedishAmerican Hospital. These conditions also are leading contributors to "years of life lost" before age 65. In the last decade, the number of baby boomers born between 1946 and 1964 increased more than 31 percent in the Rockford area. As this demographic segment continues to age, it will result in an increased incidence of disease, as well as a range of health issues affecting midlife women. According to the Rockford Health Council's 2017 Healthy Community Study, among the 202,808 people living in Winnebago County, 9,823, or 4.8%, reported having been diagnosed with heart disease. The Illinois average is 3.8% while the nation is slightly higher at 4.4%. Because of these rates, UW Health is committed to educating public and professional audiences within our community about matters of prevention, detection and treatment.
Opioid Education, Free Narcan Kits	Drug overdose is the #1 cause of accidental death for adults in Illinois - 80% involve heroin.UW Health's EMS services in partnership with the Winnebago County Health Department and Hope Over Addiction offer free Narcan training classes. Free Narcan kits are provided after completion of the class. Our hospital also still participates in the Opioid Warm Hand-Off Program. Additionally, we have a partnership with Rockford Fire for our Mobile Integrated Health Behavioral Program that will allow us to meet patients in the community to assist with linking them to outpatient resources.Community ServicePartnership with IDHS in Fight against Opioid AddictionUW Health has been recognized by the Illinois Department of Human Services (IDHS) as one of only 14 Illinois hospitals that participates in its Warm Hand-off Program to combat opioid addiction. The IDHS Hospital Warm Hand-off Program connects recovery support specialists directly to patients with opioid use disorder while they are in the hospital recovering from an overdose or receiving other hospital treatment. UW Health will now have a recovery specialist that will do a Warm Hand-off with a patient when they leave the hospital to enter a treatment center. UW Health has hired and trained new employees to be involved in the collaborative relationship between the patient and recovery support specialist.Community Paramedic ProgramsUW Health continues to help connect underutilized resources to the underserved population at our health system through its Mobile Integrated Healthcare (MIH) program with Rockford Fire. Officials from both UW Health and Rockford Fire provided the community with an update on its partnership and the benefits it's had on the city of Rockford and surrounding communities.From August 2016 to December 2017 the program concentrated on UW Health patients with a high probability of readmission. Patients enrolled in the program experienced a reduction of Emergency Department (ED) visits by 35 percent, ambulance runs by 42 percent and hospital admissions by 40 percent.Later the patients enrolled in the program came from referrals made by the Case Management program. During this time the MIH Manager saw 20 patients on a weekly basis often accompanied by a SwedishAmerican nurse case manager. Each patient received regularly scheduled home visits where the MIH Manager provided a medical assessment, ensured the patient was taking their prescribed medications and was following up with their primary care provider. The MIH Manager offered community resource support to help improve the patients' health and wellbeing. In addition, the MIH Manager checked smoke detectors, CO2 detectors and any hazards that may exist in the patient's home.Additionally, the program expanded to include a partnership with Humana Inc., a large health insurance provider. With an expanded population to serve, an additional MIH Manager was appointed in April. The MIH Program's success can be measured by both evaluating the impact on the enrollee's overall health, and the cost savings to the healthcare system. - MIH Patients had a 50% decrease in ED arrival by ambulance.- MIH Patients had a 22% decrease in hospital admissions.- Rockford Fire and UW Health Swedish American realized a cost savings of $3,289.77 per enrolled MIH Patient.The MIH program began a program called "Knock and Talk" to begin addressing the opioid epidemic in Rockford. This initiative was put in place due to a 28% increase in overdose deaths in Winnebago County within one year. This program involves an MIH Manager visiting an overdose patient transported by Rockford Fire within 72 hours to provide Naloxone. Naloxone is the only medication that is able to reverse an opioid overdose. This program is offered in conjunction with the Winnebago County Health Department Drug Overdose Prevention Program. Through a grant the Health Department is able to provide the Naloxone at no charge to the patient. Naloxone distribution through the MIH program was expanded to include patients who were active in their addiction, attempting to be in recovery, and many community groups. In all, the MIH program distributed over 2,000 Naloxone kits in the community including many UW Health staff who work in the hospital and UW Health clinics in order to raise awareness of the program and the local epidemic. MIH also continued to provide in home patient visits providing over 600 patient interventions for patient education, medication reconciliation, connections to local resources such as food banks and housing, and home safety inspections. The MIH program has continued with the programs that have been successful for many years. In addition to the referrals from UW Health Case Management there has been an increase of referrals from within Rockford Fire as well. An additional MIH Manager was hired. The program began a pilot utilizing an MIH Manager and UW Health nursing staff from the Center for Mental Health. Connections with local resources have expanded to include Community Services for the homeless population.Leadership ServiceUW Health leaders serve on the board of directors for various non-profit and economic development organizations in our region, allowing them to share their skills and expertise to better serve community members. This offers an opportunity for our leaders to have bidirectional conversations with other service providers to share the real, everyday experiences of community members to influence the services each organization offers. Drives and DonationsUW Health SwedishAmerican employees have long been committed to serving the community by organizing several drives and donations throughout the year. Even with their challenging and busy schedules, employees have given back to the community in multiple ways, including:1) Child Life wish list donations2) Foster Care Alliance gift drive 3) Rock House Kids stocking stuffer donations4) Hat, scarf and mittens collection to benefit people without housing5) Marchesano Dr. Clinic back to school supply drive6) Marchesano Dr. holiday gift drive for the Superhero Center for Autism7) Rockford Police Department's Trunk or Treat giveaway8) School uniform drive for Lincoln Middle School students
Part VI, Line 7:	UW Health SwedishAmerican Hospital files a community benefit report with the Illinois Attorney General.

Schedule H (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
SwedishAmerican Hospital

Employer identification number
36-2222696

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) City of Rockford Fire Department PO Box 15537 Rockford,IL61132	36-6006082	City of Rockford	125,000	0			Funding for a paramedic for the mobile integrated healthcare program

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
Part I, Line 2:	SwedishAmerican Hospital has enterened into an agreement with the City of Rockford to provide EMS training and also provides funding for one paramedic for the Mobile Integrated Healthcare Program.

Schedule I (Form 990) 2023

Additional Data

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Elizabeth Bolt Trustee (until 9/16/23)	(i) (ii)	0 ------------- 763,298	0 ------------- 398,403	0 ------------- 202,668	0 ------------- 210,666	0 ------------- 29,304	0 ------------- 1,604,339	0 ------------- 185,256
2Peter D Newcomer MD MMM Trustee	(i) (ii)	0 ------------- 773,250	0 ------------- 348,119	0 ------------- 0	0 ------------- 264,810	0 ------------- 1,428	0 ------------- 1,387,607	0 ------------- 0
3Carey Gehl Trustee (as of 9/16/23)	(i) (ii)	0 ------------- 642,233	0 ------------- 241,202	0 ------------- 286,424	0 ------------- 137,568	0 ------------- 36,295	0 ------------- 1,343,722	0 ------------- 285,741
4Travis Andersen President & CEO	(i) (ii)	797,792 ------------- 0	123,125 ------------- 0	28,067 ------------- 0	159,713 ------------- 0	47,224 ------------- 0	1,155,921 ------------- 0	0 ------------- 0
5Mohamed Zeater MD Physician	(i) (ii)	1,061,581 ------------- 0	2,329 ------------- 0	0 ------------- 0	16,500 ------------- 0	49,776 ------------- 0	1,130,186 ------------- 0	0 ------------- 0
6Eric Xanthopoulos MD Physician	(i) (ii)	945,280 ------------- 0	0 ------------- 0	0 ------------- 0	19,004 ------------- 0	46,468 ------------- 0	1,010,752 ------------- 0	0 ------------- 0
7Ben Durkee MD Physician	(i) (ii)	888,840 ------------- 0	22,053 ------------- 0	0 ------------- 0	19,965 ------------- 0	45,442 ------------- 0	976,300 ------------- 0	0 ------------- 0
8Rehmat Sheikh MD Physician	(i) (ii)	861,109 ------------- 0	10,028 ------------- 0	2,550 ------------- 0	19,965 ------------- 0	3,477 ------------- 0	897,129 ------------- 0	0 ------------- 0
9Yaser Siraj MD Physician	(i) (ii)	852,317 ------------- 0	7,521 ------------- 0	17,595 ------------- 0	3,465 ------------- 0	10,926 ------------- 0	891,824 ------------- 0	0 ------------- 0
10Timothy Flynn MD President, SA Medical Group	(i) (ii)	471,882 ------------- 0	53,431 ------------- 0	25,259 ------------- 0	82,440 ------------- 0	49,708 ------------- 0	682,720 ------------- 0	0 ------------- 0
11Sal Ababneh COO & President of UWNI Hospitals	(i) (ii)	474,686 ------------- 0	54,163 ------------- 0	42,561 ------------- 0	60,914 ------------- 0	46,286 ------------- 0	678,610 ------------- 0	0 ------------- 0
12Thomas O'Connor Former President & CEO	(i) (ii)	11,766 ------------- 0	0 ------------- 0	573,462 ------------- 0	0 ------------- 0	0 ------------- 0	585,228 ------------- 0	0 ------------- 0
13Patricia DeWane VP, CFO, & Treasurer	(i) (ii)	426,805 ------------- 0	67,788 ------------- 0	3,128 ------------- 0	72,684 ------------- 0	7,872 ------------- 0	578,277 ------------- 0	0 ------------- 0
14Michael Polizzotto Former CMO/CMIO	(i) (ii)	382,884 ------------- 0	26,691 ------------- 0	0 ------------- 0	19,965 ------------- 0	37,317 ------------- 0	466,857 ------------- 0	0 ------------- 0
15James Cole DO VP Medical Affairs/CMO	(i) (ii)	0 ------------- 289,076	0 ------------- 74,520	0 ------------- 0	0 ------------- 98,312	0 ------------- 55	0 ------------- 461,963	0 ------------- 0
16Julia Zimmerman VP Strategic Growth	(i) (ii)	277,273 ------------- 0	33,991 ------------- 0	2,916 ------------- 0	48,957 ------------- 0	71,064 ------------- 0	434,201 ------------- 0	18,973 ------------- 0
17William Mewes Interim VP Patient Services/CNO	(i) (ii)	248,557 ------------- 0	12,145 ------------- 0	133,239 ------------- 0	4,326 ------------- 0	35,515 ------------- 0	433,782 ------------- 0	0 ------------- 0
18Allen D Williams MD Trustee	(i) (ii)	338,640 ------------- 0	6,900 ------------- 0	2,423 ------------- 0	26,400 ------------- 0	46,604 ------------- 0	420,967 ------------- 0	0 ------------- 0
19Rosa Jeschke VP Human Resources	(i) (ii)	268,720 ------------- 0	26,193 ------------- 0	2,672 ------------- 0	34,668 ------------- 0	5,336 ------------- 0	337,589 ------------- 0	0 ------------- 0
20Anna Taylor VP Patient Svcs/CNO (until 2/24)	(i) (ii)	187,369 ------------- 0	8,856 ------------- 0	0 ------------- 0	5,538 ------------- 0	145 ------------- 0	201,908 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Part I, Line 3	All compensation is determined by the Executive Compensation Committee of SwedishAmerican Health System Corporation and is paid by SwedishAmerican Hospital. All compensation decisions are made by independent persons. With respect to the President & CEO and other Officers, SwedishAmerican Health System Corporation follows a compensation approval procedure annually that involves approval of proposed and final compensation arrangements by SwedishAmerican Health System Corporation's Executive Compensation Committee using comparability data, as well as contemporaneous documentation of compensation decisions in the minutes.
Part I, Lines 4a-b	Severance payments during 2023 include: Tom O'Connor - $573,462; William Mewes - $87,850. These payments are reported as taxable compensation on Part II, column (B)(iii). Contributions to the 457(f) plan during 2023 include: Travis Andersen - $151,133; Faisal Ababneh - $55,164; Timothy Flynn MD - $56,040; Patricia DeWane - $46,284; Julia Zimmerman - $29,700; Rose Jeschke - $30,972; Elizabeth Bolt - $185,256; Carey Gehl - $112,158; Peter Newcomer - $198,810; James Cole - $32,312. Payments from the 457(f) plan during 2023 include: Julia Zimmerman - $18,973; Elizabeth Bolt - $185,256; Carey Gehl - $285,741. These payments are reported as taxable income on Part II, column (B) (iii).
Part II, Column F:	The amounts shown in column F were reported as deferred compensation in prior years but paid out in the current year. The amounts are also included in column (B) (iii).

Schedule J (Form 990) 2023

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
SwedishAmerican Hospital

Employer identification number
36-2222696

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	Illinois Finance Authority - 2010A	86-1091967		10-11-2016	8,820,000	See Part VI		X		X		X
B	Illinios Finance Authority - 2010B	86-1091967		10-26-2016	8,370,000	See Part VI		X		X		X
C	University of Wisconsin Hospitals and Clinics Authority - 2018A	39-1835630	915260CQ4	11-15-2018	120,913,330	See Part VI		X		X	X
D	University of Wisconsin Hospitals and Clinics Authority - 2018C	39-1835630	915260CQ4	11-15-2018	63,918,493	See Part VI		X		X	X
	University of Wisconsin Hospitals and Clinics Authority - 2020D	39-1835630	915260AA0	12-18-2020	45,200,000	See Part VI		X		X	X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	5,040,000		4,650,000		6,180,549		363,493
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	8,820,000		8,370,000		125,733,091		63,918,493
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	130,297				913,330		363,493
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............					124,819,761
11 Other spent proceeds .............	8,820,000		8,370,000				63,555,000
12 Other unspent proceeds .............
13 Year of substantial completion .............	2010		2010		2021		2007
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X		X			X	X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2023

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X	X			X
b Exception to rebate? ........	X		X			X	X
c No rebate due? .........		X		X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X		X		X	X

Schedule K (Form 990) 2023

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
Part I, column (f):	2010A and 2010B Bonds: Original bond issue in 2005 for Construction & Equipment Cardiac pavilion, renovation of operating room & catheterization lab completed in 2004. Bond was re-issued in 2010 as a direct bank placement and reissued in 2016. 2018A Bond: UWHCA parent of SAHS issued on behalf of Hospital fixed rate revenue bonds to fund the Master Facility Plan. Used for construction and equipment for Women's and Children's tower, and three new clinics. 2018C Bond: UWHCA parent of SAHS issued on behalf of Hospital variable rate revenue bonds to refund the Hospital Series 2004 bonds. 2020D Bonds: UWHCA parent of SAHS issued on behalf of Hospital fixed rate revenue bonds to refund the Hospital Series 2012 bonds.
Part I, column (e):	The issue price for the 2018A and 2018C Bonds is the allocated portion from the total issue price on the Form 8038.
Part II, Line 3:	The total proceeds of the 2018A Bond issue received is different than the amount reported on Part I, column (e) because of investment earnings.

Schedule K (Form 990) 2023

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
SwedishAmerican Hospital

Employer identification number
36-2222696

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	Illinois Finance Authority - 2010A	86-1091967		10-11-2016	8,820,000	See Part VI		X		X		X
B	Illinios Finance Authority - 2010B	86-1091967		10-26-2016	8,370,000	See Part VI		X		X		X
C	University of Wisconsin Hospitals and Clinics Authority - 2018A	39-1835630	915260CQ4	11-15-2018	120,913,330	See Part VI		X		X	X
D	University of Wisconsin Hospitals and Clinics Authority - 2018C	39-1835630	915260CQ4	11-15-2018	63,918,493	See Part VI		X		X	X
	University of Wisconsin Hospitals and Clinics Authority - 2020D	39-1835630	915260AA0	12-18-2020	45,200,000	See Part VI		X		X	X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	5,040,000		4,650,000		6,180,549		363,493
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	8,820,000		8,370,000		125,733,091		63,918,493
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	130,297				913,330		363,493
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............					124,819,761
11 Other spent proceeds .............	8,820,000		8,370,000				63,555,000
12 Other unspent proceeds .............
13 Year of substantial completion .............	2010		2010		2021		2007
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X		X			X	X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2023

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X	X			X
b Exception to rebate? ........	X		X			X	X
c No rebate due? .........		X		X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X		X		X	X

Schedule K (Form 990) 2023

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
Part I, column (f):	2010A and 2010B Bonds: Original bond issue in 2005 for Construction & Equipment Cardiac pavilion, renovation of operating room & catheterization lab completed in 2004. Bond was re-issued in 2010 as a direct bank placement and reissued in 2016. 2018A Bond: UWHCA parent of SAHS issued on behalf of Hospital fixed rate revenue bonds to fund the Master Facility Plan. Used for construction and equipment for Women's and Children's tower, and three new clinics. 2018C Bond: UWHCA parent of SAHS issued on behalf of Hospital variable rate revenue bonds to refund the Hospital Series 2004 bonds. 2020D Bonds: UWHCA parent of SAHS issued on behalf of Hospital fixed rate revenue bonds to refund the Hospital Series 2012 bonds.
Part I, column (e):	The issue price for the 2018A and 2018C Bonds is the allocated portion from the total issue price on the Form 8038.
Part II, Line 3:	The total proceeds of the 2018A Bond issue received is different than the amount reported on Part I, column (e) because of investment earnings.

Schedule K (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) 2023

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) Emily Schubert	See Part V	142,896	See Part V		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation
Sch L, Part IV, Business Transactions Involving Interested Persons:	(b) Relationship Between Interested Person and Organization:Family member of trustee Kathleen Kelly(d) Description of Transaction: Compensation

Schedule L (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

SwedishAmerican Hospital

Employer identification number

36-2222696

Return Reference	Explanation
Form 990, Part VI, Section A, line 6	SwedishAmerican Health System Corporation (SAHSC) is the sole corporate member of SwedishAmerican Hospital.
Form 990, Part VI, Section A, line 7a	SwedishAmerican Health System Corporation is the sole corporate member of SwedishAmerican Hospital and as such appoints all trustees.
Form 990, Part VI, Section A, line 7b	SAHSC shall have powers and voting rights to do the following: (a) Appoint all the Trustees of the Hospital. (b) Elect the President and Chief Executive Officer of SAHSC, who shall automatically become the Hospital's President and Chief Executive Officer (this officer is sometimes also referred to in these Bylaws as the "President"). (c) Approve expressly all amendments to the Hospital's Articles of Incorporation and Bylaws. (d) Approve annual budgets, and strategic, long-range and health manpower development plans of the Hospital. (e) Approve all contracts of indebtedness that exceed One Million Dollars ($1,000,000.00) in principal amount or that are effective for longer than sixty (60) months. "Contracts of Indebtedness" shall mean notes, bonds or other written evidences of borrowings. (f) Approve all plans of merger or consolidation of the Hospital; or the sale, lease, exchange, mortgage, pledge or other disposition of all or substantially all, the property and assets of the Hospital; or a voluntary dissolution of the Hospital. (g) Require the Hospital's Board of Trustees to take any action (including amending the Hospital's Articles of Incorporation or Bylaws), or to modify or rescind an action already taken, if either the Hospital or SAHSC receives notification from a federal agency that failure to take the action, or to modify or rescind an action already taken, may result in the Hospital's failure to obtain or maintain its exemption as an organization described m Section 501(c)(3) of the Code; provided, however, that: (i) SAHSC shall exercise this authority only to the extent necessary to eliminate the basis for the federal agency's position and only after the Hospital and/ or SAHSC have exhausted other alternative means available to each of them to address the matter (to the extent the exhaustion of such other alternatives will not, through lapse of time or otherwise, cause the Hospital not to obtain or maintain its federal tax exemption); and (ii) in the event SAHSC is required to exercise this authority, prior to or as soon as possible thereafter, the Hospital's Board of Trustees and SAHSC jointly shall use their best efforts to develop a mutually acceptable plan of action to appropriately address the objections of the Hospital's Board of Trustees, if any, to the actions of SAHSC.
Form 990, Part VI, Section B, line 11b	A draft version of the Form 990 was reviewed by the Chief Financial Officer. The entire Board of Trustees were provided with a copy of the Form 990 before it was filed.
Form 990, Part VI, Section B, line 12c	The organization regularly and consistently monitors and enforces compliance with its conflict of interest policies, which apply to all members of the Board of Trustees and to all employees. Procedures are in place to identify conflicts of both trustees and employees. Trustee conflicts are handled by Board deliberation and Board vote from which the interested director is excluded. Employee conflicts are handled by the compliance department and in certain instances may require separate Board action. The Board is provided with periodic compliance reports regarding conflicts of interest.
Form 990, Part VI, Section B, line 15	All compensation is determined by the Executive Compensation Committee of SwedishAmerican Health System Corporation and is paid by SwedishAmerican Hospital. All compensation decisions are made by independent persons. With respect to the President & CEO and other Officers, SwedishAmerican Health System Corporation follows a compensation approval procedure annually that involves approval of proposed and final compensation arrangements by SwedishAmerican Health System Corporation's Executive Compensation Committee using comparability data, as well as contemporaneous documentation of compensation decisions in the minutes.
Form 990, Part VI, Section C, line 19	The governing documents, conflict of interest policy and financial statements have not been made available to the public. The consolidated audited financial statements of SwedishAmerican Health System, which includes SwedishAmerican Hospital, are available upon request.
Form 990, Part IX, line 11g	Professional Fees: Program service expenses 22,885. Management and general expenses 1,549,196. Fundraising expenses 0. Total expenses 1,572,081. Outside Labor: Program service expenses 62,080,731. Management and general expenses 7,059,333. Fundraising expenses 0. Total expenses 69,140,064. Misc. Professional Fees: Program service expenses 50. Management and general expenses 1,441,585. Fundraising expenses 0. Total expenses 1,441,635. Purchased Services: Program service expenses 14,449,310. Management and general expenses 1,129,279. Fundraising expenses 0. Total expenses 15,578,589.
Form 990, Part XI, line 9:	Joint Venture Book/Tax Difference -310,200.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)Generations Fertility Care 2365 Deming Way Middleton,WI53562 27-3496527	Reproductive endocrinology and infertility services	WI	501(c)(3)	Line 10	N/A		No
(2)Isthmus Project Inc 600 Highland Avenue Madison,WI53792 83-2278676	Research and innovation	WI	501(c)(3)	Line 12a, I	University of WI Hospital and Clinics Authority		No
(3)Madison Surgery Center 7974 UW Health Court Middleton,WI53562 39-1940656	Health care services and training	WI	501(c)(3)	Line 10	N/A		No
(4)Regional Division Inc 7974 UW Health Court No MC1020 Middleton,WI53562 39-1446049	Regional Parent Corp. to manage and direct activities of entities	WI	501(c)(3)	Line 12a, I	University of WI Hospital and Clinics Authority		No
(5)SwedishAmerican Health Foundation 1415 East State St Rockford,IL61104 36-3097493	Supports fundraising for SwedishAmerican Hospital	IL	501(c)(3)	Line 7	SwedishAmerican Health System Corporation	Yes
(6)SwedishAmerican Health System Corporation 1401 East State St Rockford,IL61104 36-3241458	Parent Corporation to manage and direct activites of entities	IL	501(c)(3)	Line 12a, I	Regional Division Inc		No
(7)SwedishAmerican Hospital Self Insurance Trust 1401 East State Street Rockford,IL61104 36-6652702	Hospital Malpractice Trust	VT	501(c)(3)	Line 12a, I	SwedishAmerican Hospital	Yes
(8)SwedishAmerican Realty Corporation 1313 East State Street Rockford,IL61104 36-3248013	Title Holding Company	IL	501(c)(2)		SwedishAmerican Health System Corporation	Yes
(9)University Health Care Inc 7974 UW Health Court Middleton,WI53562 47-2553196	Support Organization	WI	501(c)(3)	Line 12a, I	University of WI Hospital and Clinics Authority		No
(10)University of Wisconsin Hospital and Clinics Authority 7974 UW Health Court Middleton,WI53562 39-1835630	Hospital and Clinics	WI	501(c)(3)	Line 3	N/A		No
(11)University of Wisconsin Medical Foundation 7974 UW Health Court Middleton,WI53562 39-1824445	Physician Services	WI	501(c)(3)	Line 10	University of WI Hospital and Clinics Authority		No
(12)UW Health ACO Inc 7974 UW Health Court Middleton,WI53562 45-5490584	Accountable Care Organization	WI	501(c)(3)	Line 10	University of WI Hospital and Clinics Authority		No
(13)Wisconsin Therapies Inc 7974 UW Health Court Middleton,WI53562 39-1807425	Infusion Therapy	WI	501(c)(3)	Line 12a, I	University of WI Hospital and Clinics Authority		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) Chartwell Wisconsin Enterprises LLC 2241 Pinehurst Drive Middleton,WI53562 39-1796267	Parent Entity of CW and CMw-HR	WI	N/A	N/A				No			No
(2) Sixth Street Medical LLC 7974 UW Health Court Middleton,WI53562 47-2705724	Real Estate	WI	N/A	N/A				No			No
(3) Three Rivers Partners LLC 1313 East State Street Rockford,IL61104 26-2231757	Information Technology Services	IL	N/A	N/A				No			No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) Physician's Care Network 1313 East State Street Rockford,IL61104 36-3455791	Health Services	IL	N/A	C				Yes
(2) Quartz Health Benefit Plans Corporation 840 Carolina Street Sauk City,WI53583 39-1450766	Health Maintenance Organization	WI	N/A	C					No
(3) Quartz Health Insurance Corporation 840 Carolina Street Sauk City,WI53583 39-1565691	Health Maintenance Organization	WI	N/A	C					No
(4) Quartz Health Solutions Inc 840 Carolina Street Sauk City,WI53583 46-5710709	Insurance	WI	N/A	C					No
(5) Quartz Holding Company 840 Carolina Street Sauk City,WI53583 82-1728929	Holding Company	WI	N/A	C					No
(6) State & Charles Inc 1313 East State Street Rockford,IL61104 36-3321193	Holding Company	IL	N/A	C				Yes
(7) SwedishAmerican Health Management Corp 1401 East State Street Rockford,IL61104 36-3246511	Management Services	IL	N/A	C				Yes
(8) Wisconsin Dialysis 3034 Fish Hatchery Road Fitchburg,WI53713 30-0072647	Dialysis Services	WI	N/A	C					No
(9) Charitable Remainder Unitrusts (5)	Trust	IL	N/A	T				Yes

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

Yes

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) SwedishAmerican Health Foundation	C	261,058	Cost
(2) SwedishAmerican Hospital Self Insurance Trust	Q	81,947	Cost
(3) SwedishAmerican Realty Corporation	K	6,191,920	Cost
(4) Three Rivers Partners LLC	J	340,498	Cost
(5) University of WI Medical Foundation	P	5,747,915	Cost
(6) University of WI Hospital and Clinics	P	32,213,799	Cost
(7) Regional Division Inc	Q	590,738	Cost
(8) University of WI Hospital and Clinics	E	221,886,241	Cost

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: Through excellence in healthcare and compassionate service, we care for our community.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	11
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	4,661
6	Total number of volunteers (estimate if necessary) .............	6	68
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	-538,164
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,108,470	2,347,230
9	Program service revenue (Part VIII, line 2g) .........	788,672,563	859,110,234
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	6,070,242	18,531,066
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	7,230,574	8,106,303
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	806,081,849	888,094,833
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	162,500	125,000
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	391,619,936	406,032,569
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	395,087,948	418,365,035
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	786,870,384	824,522,604
19	Revenue less expenses. Subtract line 18 from line 12.......	19,211,465	63,572,229
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,065,986,206	1,157,585,139
21	Total liabilities (Part X, line 26).............	468,407,603	477,703,675
22	Net assets or fund balances. Subtract line 21 from line 20.....	597,578,603	679,881,464

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 416,958,554 including grants of $ 125,000 ) (Revenue $ 616,191,325 )
	UW Health SwedishAmerican Hospital (SAH) operates two full service acute care hospitals with a combined total of 387 licensed beds, serving the greater Rockford region, Northern Illinois and Southern Wisconsin. Our vision is to develop a fully integrated healthcare delivery network that will continuously set the standard for quality care and service, accept responsibility for building a healthier population, provide regional access, improve resource utilization through collaboration with key stakeholders and manage patient care and our resources in such a way that we create value for our patients and benefit for our community. During 2024, we cared for 18,543 inpatients and performed 1,720,816 outpatient procedures. This includes emergency room visits 81,273 and 2,720 deliveries. We sponsor the University of Illinois - College of Medicine Program and provided $4.4 million in education for primary care residents. Our employees and volunteers provided nearly 4,045 hours in unpaid community services. UW Health SwedishAmerican recognizes its responsibility to all the people of our community, regardless of their ability to pay for care.

4b	(Code: ) (Expenses $ 152,032,863 including grants of $ 0 ) (Revenue $ 106,433,715 )
	UW Health SwedishAmerican Hospital employs primary care and specialty physicians who practice at 42 locations throughout our service area. We employ specialists in orthopedics, cardiology, cardiothoracic surgery, endocrinology, allergy, neurology, neurosurgery, pulmonology/critical care, hematology/oncology, obstetrics and gynecology, maternal fetal medicine, rheumatology, psychiatry, podiatry, otolaryngology, as well as internal medicine, family practice, immediate care and pediatric physicians. During 2024, our physician encounters were 479,995 and our out-patient ancillary encounters were 179,247.

4c	(Code: ) (Expenses $ 86,265,158 including grants of $ 0 ) (Revenue $ 138,699,368 )
	UW Health SwedishAmerican Regional Cancer Center opened to the public in October 2013 and has been providing leading edge cancer care treatment for the Rock River Valley. The center is part of a collaborative with UW Health and its nationally recognized University of Wisconsin Carbone Cancer Center. The two-story facility offers radiation therapy, medical oncology, chemotherapy and infusion services. Patients have access to clinical trials, state-of-the-art linear acceleratory treatments such as IGRT, IMRT, Rapid Arc, OBI and stereotactic services, and advanced medical imaging. The Regional Cancer Center is staffed by medical and radiation oncologists, physicists, dosimetrists, radiation therapists and nurses. During 2024, our physician encounters were 37,101 and our out-patient ancillary encounters were over 78,077.

	(Code: ) (Expenses $ 6,852,403 including grants of $ 0 ) (Revenue $ 4,723,830 )
	UW Health SwedishAmerican Home Health Care is a quality leader in providing individualized care in patients' homes. Working in partnership with a patient's doctor, our certified, trained staff provides a wide range of services and specializes in helping patients to remain independent and comfortable. Our experienced caregivers include registered nurses; certified nursing assistants, dietitians; physical, occupational and speech therapists; and medical social workers. RNs provide assessments, treatments and medication administration and patient education/teaching. Our therapists provide assessments and treatments. Medical social workers assist with assessments, counseling and helping patients and their families' access available community resources. CNAs provide baths and personal grooming. Our staff has the credentials and advanced training needed to assure that patients receive the highest quality of care possible. During 2024, we recorded 12,383 visits.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 6,852,403 including grants of $ 0 ) (Revenue $ 4,723,830 )
4e	Total program service expenses662,108,978

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	9,784,587	4,019,193	1,876,102

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	261,058
e	Government grants (contributions)		1e	2,086,172

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		2,347,230

		Business Code
2a	Patient Services	621990	520,107,255	520,107,255
b	Medicare/Medicaid	621990	338,276,274	338,276,274
c
d
e
f	All other program service revenue.		726,705	726,705
g	Total. Add lines 2a–2f .....		859,110,234

3 Investment income (including dividends, interest, and othersimilar amounts) ......			16,033,252			16,033,252
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	8,259
b	Less: rental expenses	6b	4,203
c	Rental income or (loss)	6c	4,056
d	Net rental income or (loss).......			4,056			4,056
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	10,480,915	104,322
b	Less: cost or other basis and sales expenses	7b	8,084,652	2,771
c	Gain or (loss)	7c	2,396,263	101,551
d	Net gain or (loss).........			2,497,814			2,497,814
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	Interdept. Billing		561000	2,401,103	2,401,103
b	Cafeteria & Vending		722514	1,746,657	1,736,333	10,324
c	Day Care Center		624410	1,702,407			1,702,407
d	All other revenue ....			2,252,080	2,800,568	-548,488
e	Total. Add lines 11a–11d ......			8,102,247
12	Total revenue. See instructions.....			888,094,833	866,048,238	-538,164	20,237,529

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	125,000	125,000
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	5,810,745	690,606	5,120,139
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	905,066		905,066
7	Other salaries and wages........	337,009,130	273,787,447	63,221,683
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	15,975,245	2,259,338	13,715,907
9	Other employee benefits .......	25,032,201	5,556,217	19,475,984
10	Payroll taxes ...........	21,300,182	18,185,738	3,114,444
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	182,796		182,796
c	Accounting ...........	136,928		136,928
d	Lobbying ...........	165,232		165,232
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	735,038		735,038
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	87,732,369	76,552,976	11,179,393
12	Advertising and promotion ....	1,640,033	77,623	1,562,410
13	Office expenses .......	7,011,844	3,089,361	3,922,483
14	Information technology ......	9,160,416	1,893,578	7,266,838
15	Royalties ..
16	Occupancy ...........	18,256,966	13,148,406	5,108,560
17	Travel ............	307,374	139,067	168,307
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	426,258	221,106	205,152
20	Interest ...........	8,031,457	71,025	7,960,432
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	30,078,268	29,275,905	802,363
23	Insurance ...	11,000,003	4,600,644	6,399,359
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Patient Supplies	160,569,732	158,801,273	1,768,459
b	IPA Provider Tax	28,975,887	28,975,887
c	Bad Debts	25,703,980	25,703,980
d	UBI Tax Expense	204		204
e	All other expenses	28,250,250	18,953,801	9,296,449
25	Total functional expenses. Add lines 1 through 24e	824,522,604	662,108,978	162,413,626	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			139,417,667	2	153,448,957
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			78,845,300	4	82,601,272
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			11,675,945	8	14,340,222
9	Prepaid expenses and deferred charges ......			10,434,989	9	20,546,181
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	640,067,130
b	Less: accumulated depreciation	10b	220,634,577	411,167,531	10c	419,432,553
11	Investments—publicly traded securities .			15,835,267	11	17,760,665
12	Investments—other securities. See Part IV, line 11 .....			324,867,085	12	355,124,217
13	Investments—program-related. See Part IV, line 11 ..			4,085,169	13	3,123,402
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			69,657,253	15	91,207,670
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,065,986,206	16	1,157,585,139

17	Accounts payable and accrued expenses .....	115,318,159	17	113,793,113
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........	230,332,299	20	226,755,367
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	122,757,145	25	137,155,195
26	Total liabilities. Add lines 17 through 25..	468,407,603	26	477,703,675

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	597,578,603	27	679,881,464
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	597,578,603	32	679,881,464
33	Total liabilities and net assets/fund balances ........	1,065,986,206	33	1,157,585,139