TY 2024 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) Bea Reyna-Hickey...................................................................... Secretary	1.0 ................. 0	X	X	0	0	0
(2) Debra Schotz...................................................................... Vice Chairman	1.0 ................. 0	X	X	0	0	0
(3) Gerald P Gallagher...................................................................... System President and CEO	1.0 ................. 55.0	X	X	0	3,559,263	1,632,363
(4) Jonathan Lind...................................................................... Director and President, Swedish Hospital	40.0 ................. 1.0	X	X	587,344	0	142,895
(5) Kurt D Anderson...................................................................... Chairman	1.0 ................. 1.0	X	X	0	0	0
(6) Carolin Archibald...................................................................... Director	1.0 ................. 0	X		0	0	0
(7) Chris Sullivan...................................................................... Director	1.0 ................. 0	X		0	0	0
(8) Christopher J Olson...................................................................... Director	1.0 ................. 1.0	X		0	0	0
(9) Dennis G Hammer...................................................................... Director	1.0 ................. 1.0	X		0	0	0
(10) Jeffrey C Cilley...................................................................... Director	1.0 ................. 40.0	X		0	919,581	40,078
(11) Jeffrey M Tilkin...................................................................... Director (until 12/31/24)	1.0 ................. 0	X		19,167	0	0
(12) Kristen Murtos...................................................................... Director	1.0 ................. 40.0	X		0	1,137,477	475,927
(13) Lawrence P Anderson...................................................................... Director	1.0 ................. 1.0	X		0	0	0
(14) Mahalakshmi Halasyamani...................................................................... Director	1.0 ................. 43.0	X		0	1,276,588	504,066
(15) Oluwadamilola Adeyemi...................................................................... Director	40.0 ................. 0	X		107,755	0	406
(16) Scott Hanson...................................................................... Director	1.0 ................. 0	X		0	0	0
(17) Scott Stenmark...................................................................... Director	1.0 ................. 0	X		0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
BEAR CONSTRUCTION COMPANY 1501 Rohlwing Rd Rolling Meadows,IL60008	General contracting services	4,035,386
OBHG ILLINOIS PC 777 Lowndes Hill Rd Bldg 1 Greenville,SC29607	Physician Services	2,066,181
AYA HEALTHCARE INC 5930 Cornerstone Ct W Ste 300 San Diego,CA92121	Nursing Agency	1,627,582
Continental Electrical Construction Company 815 Commerce Dr Ste 100 Oak Brook,IL60523	Electrical Construction Services	1,382,321
LANGUAGE LINE SERVICES One Lower Ragsdale Dr Bldg 2 Monterey,CA93940	Translation and Interpretation Service	1,314,662
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 41

- 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.
right arrow

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

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

Swedish Covenant Health

Employer identification number

36-2179813

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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. 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—2023. 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—2024. 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—2023. 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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. 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—2023. 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) 2024

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) 2024

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) 2024

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) 2024

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 2024 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-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

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) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- 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

2024

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

Swedish Covenant Health

Employer identification number

36-2179813

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) 2024

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) 2021	(b) 2022	(c) 2023	(d) 2024	(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) 2024

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

(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

170,438

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

170,438

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
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	In the course of regular business activities, Swedish Covenant Health or its lobbyist perform some lobbying activities on matters of interest to itself and its patients. Swedish Hospital pays due to certain hospital associations which use a portion of these dues for lobbying.

Schedule C (Form 990) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- 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

Open to Public Inspection

Name of the organization

Swedish Covenant Health

Employer identification number

36-2179813

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) (Rev. 1-2025)

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 ....	23,148,507	22,327,250	23,007,772	22,765,823	22,124,964
b	Contributions ...	1,817,861	1,576,617	1,263,923	262,195	1,496,298
c	Net investment earnings, gains, and losses	732,409	536,701	-656,297	150,165	768,722
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	1,442,821	1,292,061	1,288,148	170,411	1,624,161
f	Administrative expenses ....
g	End of year balance ......	24,255,956	23,148,507	22,327,250	23,007,772	22,765,823

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

Board designated or quasi-endowment right arrow

24.77 %

Permanent endowment right arrow

75.23 %

Term endowment right arrow

0 %

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 .....	35,022,670		35,022,670
b	Buildings ....	180,356,092	26,333,202	154,022,890
c	Leasehold improvements
d	Equipment ....	95,580,226	46,352,704	49,227,522
e	Other .....	25,618,551	11,525,801	14,092,750
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				252,365,832

Schedule D (Form 990) (Rev. 1-2025)

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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

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 to/from Affiliates				12,998,010
(2)Leases				275,085
(3)Due from Third Party Payers
(4)Non-patient receivables				4,216,738
(5)Miscellaneous noncurrent assets				562,136
(6)Retirement Benefits				10,655
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				18,062,624

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
Federal Income Taxes
Due to Affiliates
Asset Retirement Obligation	3,195,329
Due to Third Parties	29,410,484





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	32,605,813
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) (Rev. 1-2025)

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	0
e	Add lines 2a through 2d .....................			2e	0
3	Subtract line 2e from line 1..................			3	0
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	0
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	0

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	0
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	0
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	0
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	0

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

Schedule D, Part V, Line 4 Intended uses of endowment funds

The earnings are to be used for education, charity care, and other hospital programs. Swedish Covenant Health is the related beneficiary of the endowment funds held by Swedish Covenant Hospital Foundation.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

The affiliates and subsidiaries of the System are primarily tax-exempt organizations under Internal Revenue Code Section 501(c)(3), and their related income is exempt from federal income tax. Accordingly, there is no material provision for income tax for these entities. Some of the income received by exempt entities is subject to taxation as unrelated business income. The System files federal income tax returns and returns for various states in the U.S. ASC 740-10, Income Taxes, requires that realization of an uncertain income tax position is more likely than not (i.e., greater than 50% likelihood of receiving a benefit) before it can be recognized in the consolidated financial statements. Furthermore, this interpretation prescribes the benefit to be recorded in the consolidated financial statements as the amount most likely to be realized assuming a review by tax authorities having all relevant information and applying current conventions. This interpretation also clarifies the financial statement classification of tax-related penalties and interest and sets forth new disclosures regarding unrecognized tax benefits. No amount was recorded for the year ended December 31, 2024. At year-end December 31, 2024, the System has a net operating loss carryforward of $416,494, which generated deferred tax assets of $121,678. These assets are offset by a valuation allowance of $112,623.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- 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

2024

Open to Public Inspection

Name of the organization

Swedish Covenant Health

Employer identification number

36-2179813

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 %

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 %

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"? . . . . . . . . . . . . .

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

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

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? . . . . . . . . .

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

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		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(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) . . .			14,053,855		14,053,855	2.600 %
b	Medicaid (from Worksheet 3, column a) . . . . .			107,783,330	148,434,559	0	0 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .					0	0 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	0	0	121,837,185	148,434,559	14,053,855	2.600 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	25	14,974	2,873,165	1,219,799	1,653,366	0.306 %
f	Health professions education (from Worksheet 5) . . .	21	517	10,492,493	3,727,229	6,765,264	1.252 %
g	Subsidized health services (from Worksheet 6) . . . .	5		20,148,160	14,504,449	5,643,711	1.044 %
h	Research (from Worksheet 7) .					0	0 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	5	7	1,150,772		1,150,772	0.213 %
j	Total. Other Benefits . .	56	15,498	34,664,590	19,451,477	15,213,113	2.815 %
k	Total. Add lines 7d and 7j .	56	15,498	156,501,775	167,886,036	29,266,968	5.415 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024

Schedule H (Form 990) 2024

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					0	0 %
2	Economic development					0	0 %
3	Community support	1		7,628		7,628	0.001 %
4	Environmental improvements					0	0 %
5	Leadership development and training for community members					0	0 %
6	Coalition building	1	129	1,685		1,685	0 %
7	Community health improvement advocacy	1		35,982		35,982	0.007 %
8	Workforce development	1	76	1,774		1,774	0 %
9	Other					0	0 %
10	Total	4	205	47,069	0	47,069	0.009 %

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. ......

4,529,306

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).....

63,261,972

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

55,699,658

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

7,562,314

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 %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2024

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?1Name, 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)
1	Swedish Hospital 5145 N California Avenue Chicago,IL60625 endeavorhealth.org 0002717	X	X	X	X	I/P & O/P Hospital Services, Skilled Nursing Facility

Schedule H (Form 990) 2024

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)

	Swedish Hospital
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 24

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..................................

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): endeavorhealth.org/community

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 24

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

Yes

If "Yes" (list url): endeavorhealth.org/community

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) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	Swedish Hospital
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 200.0%
and FPG family income limit for eligibility for discounted care of 600.0%

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):

endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance

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

endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance

A plain language summary of the FAP was widely available on a website (list url):
endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance

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) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	Swedish Hospital
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) 2024

Page 7

Part VFacility Information (continued)

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

	Swedish Hospital
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) 2024

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
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - Swedish Hospital. Community Health Survey Swedish Hospital developed a comprehensive online community health survey to accept input from people who represent the broad interests of the community served by the hospital. The survey, available in English and Spanish, asked participants to share their beliefs and perceptions about access to care, behavioral health, chronic disease/health issues, modifiable risk factors/behaviors and other concerns. It also asked the participants to rank their top health concern for the community. Community members who live in the hospital's service area were invited to participate in the online survey through social media, a system leader newsletter, and various emails to Swedish's donors, volunteers, employees and patients. The survey link, located on Endeavor Health's website (endeavorhealth.org/survey), was open March 25 - April 8, 2024 and 881 people in Swedish's service area responded. Key Informant Survey An additional online survey was implemented as part of the CHNA process specifically to solicit input from key informants. Key informants are defined as individuals who are considered experts in public health. Potential participants were chosen because of their ability to identify primary concerns of the community, including the medically underserved, low-income and minority populations served by the hospital. On March 4, 2024, the hospital President sent an email to the key informants to explain the purpose of the survey and invite them to participate. A direct link to the survey, which remained open until March 18, 2024, was also included. A reminder email was sent on March 14, 2024 to encourage participation. The key informants were asked the same questions as the community, focused on access to care, behavioral health, chronic disease/health issues, modifiable risk factors/behaviors and Social Determinants of Health and other concerns. It also asked them to rank their "top health concern" for the community. A total of 26 surveys were completed at Swedish's invitation. The Key Informant Survey was modeled off of the Community Survey, with minimal variations. Through this process, input was gathered from individuals whose organizations work with low-income populations, minority populations or other medically underserved populations (including the disabled, the elderly, the homeless, Medicaid/Medicare beneficiaries, the mentally ill, pregnant teens, substance abusers, undocumented individuals, veterans and uninsured/underinsured residents). The following organizations were invited to participate in the key informant survey: - The Chicago Center - Chicago Department of Public Health - Howard Brown Health - Alliance for Health Equity - Partners in Health - Asian Human Services Family Health Center - Muslim Community Center - The Kedzie Center - Tapestry 360 Health - Chicago Police Department - Edgebrook Sauganash Chamber of Commerce - Andersonville Chamber of Commerce - Chicago Public Schools - North Park University - Northeastern Illinois University - One Northside - Polish National Alliance - State Senator and Representatives - Local Aldermanic Offices - Erie Family Health - Hamdard Health - Midwest Refuah Health Center - American Indian Health Center - The Friendship Center - HANA Center - STOP-It - Resilience - Rohingya Culture Center - Lutheran Social Services of Illinois - Between Friends - Neighborhood Boys and Girls Club - ICNA Relief - Family Matters - Community Counseling Centers of Chicago - Thresholds - Apna Ghar - Common Pantry - Girl Forward - North River Commission - Hanul Family Alliance - Heartland Alliance International - South East Asia Center - World Relief Focus Groups Swedish Hospital recognized the importance of gathering opinions and feedback from under-resourced populations in the community who have some of the greatest healthcare needs. Independent moderators were identified to conduct two focus groups, one with Spanish- speaking under-resourced community members and one with English-speaking under-resourced community members. These focus groups were held at The Friendship Center and Centro Romero in Chicago, located within the hospital's primary service area. Potential participants were given a short screening questionnaire to verify they lived in the hospital's service area and to ensure that participants selected would vary in age, gender, insurance status, income and educational levels, to the extent possible. The focus groups followed a guideline which mirrored questions included in the community and key informant surveys so that the information gathered could be used to compare with the survey results. The moderator summarized the results of the focus groups which were used as one of the tools in identifying the most predominant community needs
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - Swedish Hospital. In consideration of the top health priorities identified through the CHNA process - and taking into account hospital resources and overall alignment with the hospital's mission, goals and strategic priorities - it was determined that Swedish Hospital would focus the majority of its efforts on developing and/or supporting strategies and initiatives that address the following priority areas (in no particular order), with health equity and SDOH woven throughout: 1. Behavioral Health (includes mental health, substance abuse and access to care) 2. Community Health and Wellness (includes nutrition, physical activity, healthy body weight and food security) 3. Chronic Diseases (includes heart disease/high blood pressure/stroke and diabetes) 4. Cancer (includes smoking/tobacco cessation) 5. Access to Care (includes primary, specialty, screenings, diagnostics and prescription medication) Based on relationships with community partners, clinical expertise, strategic priorities and an ongoing commitment to community engagement, Swedish Hospital believes it is best equipped to make an impact in the above priority needs, including focused attention within communities of greatest need. The corresponding Implementation Strategies describe programs Swedish Hospital is undertaking over the coming years to address the prioritized health needs within the surrounding communities, as follows: Behavioral Health - Provide standardized behavioral health inpatient placement for individuals in crisis via the ED Crisis Teams and Care Management Center. - Offer free, confidential 24/7 telephone support to individuals needing behavioral health support and referrals (1-847-HEALING). - Expand co-location of behavioral health within primary care setting to enhance access. - Offer substance use treatment via Suboxone Clinic in Emergency Department. - Provide free community education and support via Community Behavioral Health Program. Community Health and Wellness - Offer free wellness webinars focused on health education and living a healthy lifestyle. - Provide free community nutrition and health education at Community Wellness Center aligned with CHNA priority needs. - Launch Sapphire Circle, focused on free health and wellness offerings for older adults in community. - Increase referrals to Galter Life Center wellness programs via EPIC referral process and other referral sources. - Provide Galter Life Center membership scholarships to individuals with medical and financial need. - Connect patients who screen as food insecure with immediate and/or longer-term support. Chronic Diseases - Support controlled hypertension (HTN)levels among Endeavor Health Medical Group (MG) patients. - Support controlled levels of diabetes/A1Camong MG patients. - Use the Lens of Equity Tool to identify populations and develop targeted interventions around chronic disease management. - Support controlled diabetes/A1C levels among uninsured and underinsured Healthcare Transformation (HCT) patients who have uncontrolled diabetes. - Offer 1:1 and group education via outpatient registered dietitians (Nutrition & Diabetes Center (NDC) and other MG or outpatient sites. - Offer free blood pressure screenings and hypertension education for community members. Cancer - Utilize FIT Tests (fecal immunochemical test) for Endeavor Health Medical Group (MG) patients who have been recommended a colonoscopy screening and declined. - Use Lens of Equity Tool to identify populations and develop targeted interventions around cancer screenings. - Connect patients with free breast health services via Community Breast Health Program. - Provide 8-week smoking cessation program, including discounted fees for under-resourced individuals. - Provide wrap around support and free wellness services at Galter Life Center for patients undergoing cancer treatment via the Integrated Cancer Care Program (ICCP). Access to Care - Deploy a team of Community Health Workers (CHW's) to provide patient support which may include finding medical homes, scheduling appointments and screenings, addressing social determinants of health and referrals to other community resources. - Connect patients to medical homes and other healthcare services via CHW of Community CARE Program. - Enhance access to specialty care for uninsured or underinsured patients via Healthcare Transformation (HCT). - Provide inpatient and emergency dept prescription support for under-resourced patients from Foundation. Swedish Hospital focused on three priority health issues as a result of the previous 2022 CHNA: 1. Access to Health and Social Services 2. Mental and Behavioral Health 3. Chronic Health Conditions and Wellness In acknowledging the wide range of priority health issues that emerged from the CHNA process, Swedish determined that it could only effectively focus on those which it deemed most pressing, most under-addressed and most within its ability to influence. Swedish worked with key stakeholders to develop strategies, tactics and metrics for the majority of the top 50% prioritized needs identified in the CHNA. The remaining needs in the top 50% are addressed as noted below. - Homelessness and Housing (adequate, affordable, safe) - This need is addressed and integrated into the SDOH screening assessment. Swedish social workers have direct linkages with organizations addressing affordable housing. Swedish collaborates with numerous local not-for-profit organizations that support homelessness including Lutheran Social Services of Illinois. The Swedish Hospital Foundation also engages with Emergency Department staff to support housing needs. The hospital is committed to working with other organizations where possible to support these efforts and elevate awareness of these issues. - Older Adults Aging In Place - This need is addressed and integrated into the SDOH screening assessment. Swedish social workers have direct linkages and work to navigate older adults to necessary resources based on identified needs. Additionally, Swedish is launching a Sapphire Circle senior affinity program to provide ongoing education and support for local senior community members. - Domestic Violence and Community Violence - The Pathways Program at Swedish Hospital provides crucial support for patients experiencing domestic violence, human trafficking, and sexual assault, leveraging healthcare providers' roles to identify abuse and offer immediate support with safety planning, crisis intervention and advocacy at bedside. The program also links survivors to free trauma counseling and case management services on campus. Swedish partners and provides financial support to a number of not-for-profit organizations that address domestic and community violence including: Apna Ghar, Between Friends, The Network, Salvation Army's STOP-IT Program and others. In addition, Endeavor Health is a member of the Northwell Collaborative Gun Violence Prevention Learning Collaborative for Health Systems and Hospitals. - Adequate Employment Opportunities - Swedish Hospital is committed to raising awareness about employment opportunities at all levels within the health system, as well as creating opportunities for youth to learn about careers within health care. Due to resource constraints, Swedish is focused on other initiatives which we are able to most effectively impact. However, the hospital is committed to working with other organizations where possible to support these efforts, as well as supporting local community organizations via our Community Investment Fund. - Access to Oral Health Care - Swedish Hospital's Dental Clinic helps community members, including uninsured and low-income patients to access dental services. Additional support is provided by the Swedish Hospital Foundation. Swedish also partners with local FQHCs who provide various dental services to community members
Schedule H, Part V, Section B, Line 11 Facility , 2	Facility , 2 - Swedish Hospital. During 2024, the hospital took the following actions to address the key priority areas identified in the 2022 Community Health Needs Assessment: Access to Health and Social Services - SDOH Screening and Referrals - Expanded efforts to identify and respond to social drivers of health (SDOH) by implementing a screening referral tool in some inpatient and outpatient settings. In 2024, 12,641 screenings were completed, with 23% screening positive for one or more SDOH needs. A total of 3,057 internal and external referrals to resources or services were initiated. - Benefits Enrollment Support - Enhanced efforts to support benefits enrollment for under-resourced community members, including initiating a referral process to enroll patients who screen positive for food insecurity into programs like LINK, SNAP and WIC. In 2024, 304 individuals were connected to benefits enrollment resources through the Food Connections program. - Specialty Care and Diabetes Education - Increased access to specialty care and diabetes education via the Healthcare Transformation Program, partnering with local FQHCs to provide specialty medical services and access to individual diabetes education. In 2024, 1,509 new office visits and 3,141 follow-up visits were provided, including 878 uninsured new patients. There were a total of 307 nutrition and diabetes encounters. - Support for Survivors of Violence - Strengthened the capacity to respond to survivors of sexual and intimate partner violence via Pathways Program. In 2024, 926 team members were trained on topics such as the neurobiology of trauma, domestic violence, human trafficking and sexual assault. Additionally, 125 team members were trained in de-escalation techniques. The program responded to 266 crisis intervention requests and provided counseling and case management to 473 people. - Addressing Health Gaps - Developed community health strategies to address health disparities through partnerships and program development, playing a Regional Lead role for the North/Central Zone of Healthy Chicago Zones (HCZ) initiative. In 2024, HCZ provided 15 outreach events, with 1,055 total participants at the outreach events. Additionally, the team participated in 23 engagement events with 1,365 total participants at engagement events. - Community Wellness Center Programs - Offered educational programming, support groups and wellness events via the Community Wellness Center at Galter Life Center. In 2024, 79 programs were hosted, with a total of 148 sessions. Mental and Behavioral Health - Partnerships with Community Organizations - Strengthened partnerships with organizations addressing mental health, including continued collaboration with Lutheran Social Services of Illinois (LSSI) through inpatient and outpatient services on campus (Project IMPACT within the ED, The Welcoming Center and LSSI Mobile Crisis Team). This includes treatment for patients needing medical stabilization for substance or alcohol abuse. In 2024, 675 patients were served by Project Impact. - Integrated Behavioral Health Services - Continued and enhanced behavioral, mental health and substance abuse services, including a team-based approach that co-locates a clinical psychologist among primary care providers to better facilitate warm handoffs and streamlined connection to behavioral health services. - Bilingual Community Health Social Worker - A bilingual (English/Spanish) LCSW provides psychoeducation in the community and individual services. - Opioid Addiction Clinic - A suboxone opioid addiction clinic operates Wednesday evenings within the Emergency Department, with more than 100 visits to the suboxone clinic in 2024. - Family Connects Program - Supported Chicago families who have newborns through the Family Connects program, completing 528 post-natal home visits in 2024. - Support Groups for New Moms - Continued free weekly support groups for new moms, open to all community members. - Counseling Services - Provided more than $32,000 worth of free counseling services to uninsured or underinsured women via Swedish Hospital Foundation's Women's Care Fund. Chronic Health Conditions and Wellness - Preventative Screenings and Interventions - Addressed high blood pressure, diabetes and preventative cancer screenings through targeted interventions and outreach, including navigating patients with no record of mammogram history to Breast Health Center and providing funding for free screening as needed. In 2024, more than 1,400 no-charge cancer detection services were provided. Additionally, 84% of female patients from Swedish/NorthShore medical group aged 42-75 received a screening mammogram within the prior 24 months. - Blood Pressure and Diabetes Control - Controlled blood pressure in 75% of patients with hypertension within the Swedish/NorthShore medical group. 73% of patients with diabetes had A1c controlled. - Chronic Health Management - Enhanced partnerships with local organizations to address chronic health conditions, including deeper collaboration with FQHCs via the Transformation Program. In 2024, 693 appointments were completed for patients managing A1c and 618 appointments were completed for patients managing hypertension. - Community Education and Outreach - Expanded education and outreach, promoting nutrition, healthy lifestyles and wellbeing. Programs included: - Veggies for Health program - An 8-week nutrition class for individuals managing chronic disease, with 51 participants in 2024. - Nutrition & Diabetes Center - Provided 306 encounters in 2024 through individual and group support. - Bystander CPR & AED Training - Held 6 events with 80 participants in 2024. - Healthy Eating and Physical Activity - Promoted healthy eating and physical activity through partnerships with the Healthy Chicago Zones and the Community Outreach Registered Dietitian. Activities included cooking demonstrations, bike helmet giveaways and safety tips, healthy eating tips with the interactive Smoothie Bike and more. In 2024, the Swedish HCZ team participated in 38 engagement or outreach events with 2,420 attendees. - Smoking Cessation Programs - Provided 4 smoking cessation programs in 2024 for 31 participants (each program included eight one-hour sessions), including discounted fees for under-resourced individuals. - Galter Life Center (GLC) Offerings - Enhanced offerings to support health and wellbeing, including approximately 124 discounted scholarship memberships and programs such as Fundamental Fitness and Eat, Move, Lose. Supported the Integrated Cancer Care Program (ICCP) with free services, including support groups, integrative therapies (massage, acupuncture, etc.), fitness programming, nutrition counseling and more. In 2024, 305 individuals were referred into programs, and over 980 services were provided to more than 49 participants in the ICCP program. - Epic Referral Pathway - Launched the implementation of an Epic referral pathway for providers to directly refer patients to GLC wellness programs. In 2024, 374 EPIC referrals were made to GLC wellness programs.
Schedule H, Part V, Section B, Line 13 Facility , 1	Facility , 1 - Swedish Hospital. In addition to individuals that can demonstrate that they are below 200% of the federal poverty guidelines, presumed eligible patients receive 100% financial assistance for the account balance. Presumptive Eligibility Criteria is demonstrated by enrollment in one of the following programs: a) Women, Infants and Children Nutrition Program (WIC) b) Supplemental Nutrition Assistance Program (SNAP) c) Illinois Free Lunch and Breakfast Program d) Low Income Home Energy Assistance Program (LIHEAP) e) Temporary Assistance for Needy Families (TANF) f) Illinois Housing Development Authority's Rental Housing Support Program g) Organized community-based program or charitable health program providing medical care that assesses and documents low income financial status as criteria h) Medicaid eligibility, but not eligible on date of service or for non-covered service Presumptive Eligibility Criteria can also be demonstrated by the following life circumstances: a) Receipt of grant assistance for medical services b) Homelessness c) Deceased with no estate d) Mental incapacitation with no one to act on patient's behalf e) Recent personal bankruptcy f) Incarceration in a penal institution g) Affiliation with a religious order and vow of poverty h) Evidence from an independent third-party reporting agency indicating family income is less than two times FPL For patients with income between 200% and 600% of Federal poverty guidelines discounted care is available on a sliding scale. The financial assistance program looks at the current income and then calculates the potential benefit. Certain discounts are only available to Illinois residents.

Schedule H (Form 990) 2024

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?1
Name and address		Type of Facility (describe)
1	Galter LifeCenter 5157 N Francisco Avenue Chicago,IL60625	Physical Rehabilitation / Medical Fitness Facility
2
3
4
5
6
7
8
9
10

Schedule H (Form 990) 2024

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
Schedule H, Part I, Line 3c Other Factors Used to Determine Eligibility for Financial Assistance	In addition to the Federal Poverty Guidelines, the hospital uses the following factors to determine eligibility for financial assistance: medical indigency, insurance status, underinsurance status, and residency. Please see Schedule H Part V, Section B, Line 13h narrative for more detail.
Schedule H, Part I, Line 7g Subsidized Health Services	No physician clinic costs have been included on Line 7g.
Schedule H, Part I, Line 6a Community benefit report prepared by related organization	A single community benefit report was prepared for Edward Hospital (36-3297173), Elmhurst Memorial Hospital (36-2167784), Naperville Psychiatric Ventures (d/b/a Linden Oaks Hospital) (36-3965251), Evanston Hospital, Skokie Hospital, Highland Park Hospital, Glenbrook Hospital (36-2167060), Northwest Community Hospital (36-2340313), and Swedish Hospital (36-2179813).
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	Swedish Hospital calculated the cost of charity care using the cost-to-charge ratio. Amounts in the other benefits section of Line 7 were calculated using costs charged directly to the individual programs from the financial accounting system.
Schedule H, Part II Community Building Activities	Community Support-The hospital's nursing director from the Emergency Department represents the organization through active participation in the Chicago Healthcare System Coalition which covers various emergency preparedness topics and other emergency expertise. The nursing director serves on the coalition's executive committee and participates as an active coalition member. Coalition Building-The hospital convenes stakeholders semi-annually through a Community Leader Meeting. Attendees represent social service organizations, healthcare, education, faith communities, other nonprofits and elected officials. The meetings serve as space to learn about community health needs and opportunities for intervention and collaboration. It is also a space for the attendees to connect and share updates with one another. Advocacy for Community Health Improvement/Safety-Members of Swedish Hospital staff work with other organizations and participate in many activities to advocate for health improvement in our community, including access to care and safety net importance. These include: involvement with the association for community safety net hospitals and the IHA advocacy outreach team, community meetings, chambers of commerce, education, and seeking of resources to enhance health care services in the community. During the fiscal year, Swedish Hospital continued its involvement in the Alliance for Health Equity (AHE), a collaborative which includes partnership among the Illinois Public Health Institute, 30+ hospitals, 7 health departments, and community organizations across Chicago and Cook County. AHE promotes a collective impact on health outcomes in the city of Chicago through an environment that fosters learning, sharing of resources, data and best practices. Swedish Hospital has staff who participate in a variety of sub-groups via AHE including the following: AHE steering committee, food security/food access workgroup, mental health and substance use disorders committee and the CHNA committee. In addition to the above mentioned activities, Swedish Hospital regularly engages in conversation to advocate for community health improvement and support, including attending meetings with the local police districts on safety/community policing and meeting with organizations who serve disadvantaged populations within our community to develop relationships/partnerships to provide preventive health screenings (including mammograms), violence prevention resources, and other free health education offerings throughout the community. Workforce Development-The hospital hosts high school students for a Health Careers Exploration Panel, which features various clinical and nonclinical team members throughout the organization who share insight about their educational background, career path and other practical tips for exploring health care professions.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	Bad debt expense was reported at cost using a cost-to-charge methodology. The Schedule H, Worksheet 2, Ratio of Patient Care Cost-to-Charges calculated to report charity care on Part I, Line 7a was multiplied by the bad debt expense to determine the bad debt expense at cost. Discounts and payments on patient accounts are excluded from bad debt expense in order to reflect the expected amount to be paid.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	There are no bad debt amounts included in community benefits.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	See pages 9 and 14-18 of the audited financial statements for footnotes describing accounts receivable and bad debt expense.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	The Medicare allowable costs were determined from the amount in the Medicare Cost Report excluding costs already reported on Schedule H, Part I, Line 7f as health professions education and Line 7g as subsidized health services.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	Swedish Hospital is included in the billing and collections policy for Endeavor Health. The policy applies to all patients. Patients are screened for eligibility for financial assistance before collection procedures begin. Financial counseling will be provided to help patients identify available federal or state healthcare coverage programs which may be available to them, as well as to determine eligibility under the financial assistance policy. Collection activity will be placed on hold pending the outcome of these determinations. After a patient meets the qualifications for financial assistance, the account balance is either partially or entirely written off. Any remaining balance would be collected under the existing billing and collections policy.
Schedule H, Part V, Section B, Line 16a FAP website	- Swedish Hospital: Line 16a URL: endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance;
Schedule H, Part V, Section B, Line 16b FAP Application website	- Swedish Hospital: Line 16b URL: endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- Swedish Hospital: Line 16c URL: endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance;
Schedule H, Part VI, Line 2 Needs assessment	Endeavor Health screens adult patients in many care settings for social drivers of health (SDOH) to identify patients in need and connect them to resources. Collecting SDOH information deepens our understanding of the challenges patients face and guides navigation to critical services. EndeavorHealth screens for five key areas: food insecurity, housing instability, transportation barriers, interpersonal safety and utility difficulties. This data helps us understand patient needs and connect them to essential resources like food pantries. We have launched a Community Health Worker Program to address gaps in cancer screening rates, 30-day readmissions, and chronic disease outcomes, while also strengthening SDOH navigation and connections to community resources. Endeavor Health has a dedicated Community Impact and Engagement team made up of professionals across the system who are committed to strengthening our community's health and wellbeing. Strategic priorities and commitments include: - Community Health Needs Assessment - Identifying and addressing community health needs. - Community Engagement - Convening and connecting people for collective impact. - Community Health and Wellness - Promoting health and wellness through education and outreach. - Community Investment Fund - Investing in local organizations committed to community health and wellbeing. - Anchor Strategy - Leveraging organizational resources to support community health and economic growth. - Community Benefit - Demonstrating community impact. The hospital also convenes a semiannual Community Leader Meeting to ensure accountability to the local communities. These committees advise hospital administration on services and initiatives from a community perspective and identify community resources to improve the overall health of families across the service area. The group is comprised of local social service, education, faith, and other business and community leaders. Swedish Hospital offers a robust array of community health and outreach programs designed to serve the needs of its community, addressing various social drivers of health. These programs are collectively called Community CARE, working both within the health system as well as externally throughout the community in deep partnership with area organizations. Programs include Pathways (identifies and assists patients who are survivors of interpersonal violence), Food Connections (addresses food insecurity and remove food access as a barrier to health), Nutrition and Diabetes Center (provides education, resources and support to patients diagnosed with diabetes), Community Outreach Registered Dietitian (engages in educational activities, outreach and public benefit education), Healthy Chicago Zones (collaborates with community organizations and leaders to address social and environmental issues contributing to health, in partnership with CDPH), Chicago North Side Collaborative (helps reduce barriers to care by embedding specialty care and other supportive services into local Federally Qualified Health Centers, funded by the Illinois Department of Healthcare and Family Services Transformation Funding), Family Connects Chicago (offers comprehensive care including baby and mother health checks, breastfeeding support, guidance on infant care and navigation of community resources and services, in partnership with CDPH and Family Connects International. The System Director of Community Impact and Engagement is on the board of directors of North River Commission (NRC) and Erasing the Distance (ETD) NRC is a local nonprofit social service organization committed to enhancing the wellbeing of the diverse community through collaboration, engagement, and coalition building within the northwest side of Chicago. Areas of focus include economic improvement, affordable housing, health and safety, education, arts and culture and the environment. ETD is nonprofit mental health arts organization which focuses on collecting and sharing stories about mental health in an effort to disarm stigma through immersive multi-media arts installations.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	Charity or discounted care is available for medically necessary services as defined by Medicare, to patients who meet the financial and documentation criteria defined below. Each situation is reviewed on an individual case-by-case basis. While not absolutely essential, the need for potential charity or discounted care should be established in advance of admission or rendering of service, or shortly thereafter. Notices in English, Arabic, Assyrian, German, Japanese, Korean, Mongolian, Polish, Russian, Spanish, and Vietnamese about the availability of Charity or Discounted Care are posted in the Emergency Room registration area, and the inpatient and outpatient registration areas. The information is also contained in the Patient Handbook, given to all patients upon inpatient admission. Patients and families are encouraged to speak to a financial counselor for more information and assistance, The Guidelines, along with the financial questionnaire, are posted in English, Arabic, Assyrian, German, Japanese, Korean, Mongolian, Polish, Russian, Spanish, and Vietnamese on the hospital's website. The Swedish Hospital billing statements describes the Financial Assistance program and necessary contact information. Our collection agencies and billing offices also coordinate charity care to potentially eligible patients. In order to be eligible for charity or discounted care, the patient must be willing to provide verification of income by filling out the Patient Financial Statement. The patient is responsible to voluntarily submit any and all documentation in order to be eligible to receive this discount. Swedish Hospital has 5 full-time financial counselors representing our hospitals, clinics, and physician offices. These counselors are responsible for helping patients understand their bills and coordinating financial assistance and insurance eligibility when appropriate. Any uninsured patient admitted to our hospitals or those identified at registration will have their case reviewed by a financial counselor. EHCO has also earned Certified Application Counselor Organization (CACO) status with the Centers for Medicare and Medicaid Services (CMS). Our counselors are certified and capable of helping patients navigate Medicaid and Insurance Exchange options. Swedish Hospital partners with Great Lakes Medicaid with the goal to provide under insured and uninsured patients with insurance coverage through various Medicaid programs. The service is offered to patients receiving care as an inpatient, in the emergency department and in various outpatient departments, and is tailored to guide the patient through a complex application process for applicable federal, state, and community benefit programs. During the registration and information gathering process, the financial counselors determine if the patient qualifies for medical assistance from other existing financial resources such as Medicare, Medicaid, Kid Care, Family Care or other state or federal programs, If the patient refuses to apply for existing financial resources or to provide information necessary to the application process, charity or discounted care cannot be granted. If the application for existing financial resources is denied, or has been previously denied, consideration for charity or discounted care will then be given. Once the Financial Assistance Application form is received, the Financial Service Center determines the eligibility for charity or discount care. SCH suspends the collection process while the Financial Assistance Application is being reviewed. The only criteria considered for Financial Assistance is income and family size. Income is evaluated against the matrix of Federal Poverty Guidelines to determine whether full or partial discount can be approved, Documentation of income is submitted in the form of paycheck stubs, income tax returns, Social Security checks, and/or other documents that are indicative of income. If the information submitted is not perceived to be accurate or reliable, SCH reserves the right to request additional documentation to substantiate income or family size. Patients who are approved for financial assistance and earn a family income less than 200% of the federal poverty guidelines will receive care at no cost for their patient balance after $150 per inpatient stay or outpatient services. The insured patient with a large balance due to deductibles and/or co-payments may be eligible for charity or discounted care. In order to qualify, the patient must complete the Patient Financial Statement and return it to the financial counselors for evaluation and recommendation. No legal action is taken against uninsured patients for the first one hundred twenty (120) days after discharge. In addition to the formal application process for Financial Assistance, Swedish Hospital may also grant Financial Assistance on a presumptive basis. Presumptive Financial Assistance approvals are based upon individual life circumstances such as enrollment in low-income government programs with income eligibility below 200 percent of federal poverty level income guidelines or verification of financial indigence through a credit rating agency and their calculated healthcare credit score. Patients who have a family income that is no more than 600% of the Federal Poverty Guidelines (as determined each year), and who do not have any health insurance (or coverage under workers' compensation, accident liability insurance, or other third party liability) as documented through SCH's insurance verification procedures, receive a discount in accordance with the Hospital Uninsured Patient Discount Act (210 ILCS 89/) (the Act).
Schedule H, Part VI, Line 4 Community information	The Swedish Hospital service area is composed of 13 ZIP codes, with a total population of nearly 700,000. These ZIP codes encompass fourteen community areas in Chicago - Albany Park, Avondale, Edgewater, Forest Glen, Irving Park, Jefferson Park, Lake View, Lincoln Square, North Center, North Park, Portage Park, Rogers Park, Uptown, West Ridge - and the village of Lincolnwood. This community definition was determined because most of Swedish's patients originate from these areas. The Swedish service area population is projected to decrease slightly over the next five years. The highest utilizers of health care services are patients 65 and over, and this age group is expected to grow 11.7% over the next five years. The number of residents in age group 0-17 and 18-44 is expected to decrease 3.5% and 6.0% respectively, while age group 45-64 will increase 4.4%. The male population in the Swedish service area is slightly higher than the female population and is projected to decline slightly along with the female population over the next five years. The Swedish service area is primarily Non-Hispanic/Latino White (42%) but also has substantial Hispanic/Latino population (34%). The Hispanic/Latino population is projected to grow nearly 5% over the next five years, while Non-Hispanic/Latinos are projected to decrease 3% driven by Non-Hispanic/Latino White. There is a small growth projected in nearly all education levels within the service area over the next five years. "Greater than Bachelor's Degree" level is expected to slightly decline. The unemployment rate in the Swedish service area is 0.6% less than Illinois and 0.5% above Endeavor Health service area. Unemployment rates are projected to grow about 1% by 2027 in the Swedish service area, Endeavor Health service area and Illinois. The number of households in upper income brackets ($100,000+ annual income) is projected to increase while all lower income brackets are projected to decrease. The average household income in the Swedish service area is $110,620 while the median household income is $76,189. Household income levels in the Swedish area are less than Illinois for households making $100,000 or more but are projected to increase and exceed Illinois over the next five years. Note that 34% of households in the Swedish service area have a household income of less than $50,000 - compared to 25% within the Endeavor Health service area and 33% within Illinois overall. Residents within the Swedish service area living below 200% of the poverty level are greater than the Endeavor Health service area as well as Illinois overall. Additionally, some ZIP codes in Swedish's service area have as high as 42.3% of residents living below 200% of the poverty level. The percentage of uninsured residents in the Swedish service area is higher than both the Endeavor Health service area and the Illinois average and ranges from 5.4% to 16.8%, an indicator of the disparities that exist within the communities we serve. The percentage of residents with limited English proficiency in the Swedish service area is higher than both the Endeavor Health service area and the Illinois average and ranges from 2.8% to 18.4%, an indicator of the disparities that exist within the communities we serve. Other hospitals serving the Swedish Hospital community include: - Advocate Illinois Masonic - Advocate Lutheran General - Ascension Resurrection - Ascension St. Francis - Ascension St. Joseph - Community First Medical Center - Thorek - Weiss Federally Qualified Health Centers and Other Safety Net Providers serving the Swedish Hospital community include: - Asian Human Services Family Health Center - Erie Family Health - Hamdard Health Alliance - Howard Brown Health - Tapestry 360 Health - Midwest Refuah Health Center - American Indiana Health Service of Chicago Within Swedish Hospital's service area, there are three federally-designated medically underserved areas.
Schedule H, Part VI, Line 5 Promotion of community health	The hospital furthers its exempt purpose by promoting the health of its community in many ways as follows: 1. A majority of the governing body of the hospital is comprised of persons who reside in the primary service area and are neither employees nor independent contractors of the organization, nor family members thereof. The organization extends medical staff privileges to all qualified physicians in its community for all departments. As a Not-For-Profit Organizations, the hospital reinvests earnings in the organization to maintain and enhance services that benefit the community served by the hospital. The organization develops and updates a strategic plan on a regular basis to identify needs and opportunities to deploy excess funds. Projects are evaluated based on organizational objectives and community needs, and are prioritized by senior management and the board of trustees. 2. The Endeavor Health Community Investment Fund is a dedicated resource aimed at fostering health and wellness, addressing social drivers of health (SDOH) and improving access to quality healthcare within our community. By strategically allocating these funds, we support local initiatives, partnerships and non-profit organizations that respond to priority community health needs. Whether it's funding for preventive health programs, grants for community health education or resources for mental health initiatives, our goal is to provide the supportive framework that helps community members thrive. During 2024, CIF partnerships in the communities served by the hospital included: - Between Friends - Expanded domestic violence support programs to end the cycle of abuse, including a 24-hour helpline and counseling services. Funds supported a bilingual counselor, financial empowerment workshops and wellbeing programs for domestic violence survivors and their families. - The Friendship Center - Supported food insecure populations through an enhanced facility, mobile outreach and connection to public benefits and resources in Chicago. The center is reaching capacity as need continues to drastically increase annually. In 2024, distributed more than 1.2M pounds of food to neighbors in need, which is nearly a 15% increase over the previous year and helped connect 700+ neighbors to SNAP benefits. - Lutheran Social Services of Illinois - Expanded access to behavioral health care at LSSI's Welcoming Center, a walk-in community mental health clinic that provides counseling, crisis intervention, psychiatric serves, and follow-up to hospitalizations. In 2024, expanded Welcoming Center hours to include Saturdays and Sundays that resulted in 200+ additional client encounters compared to previous year. - Howard Brown Health - Upskilled and expanded capacity to treat people experiencing complex trauma. In 2024, served 550+ new clients through behavioral health provider position. - Marjorie Kovler Center - Focused on improving mental health of youth through school-based trauma-informed services and capacity building for caregivers and staff. In 2024: 88 school personnel trained in trauma-informed services for youth and their families. - Midwest Refuah Health Center - Provided accessible, affordable, culturally sensitive primary, preventive and specialty medical, dental and behavioral healthcare to under-resourced, un/underinsured community members. In 2024: 2,800+ unique patients and 13,000+ total patient visits. Achieved FQHC Look-Alike status as of 12/12/2024. - ONE Northside - Engaged 187 participants in violence prevention programing under the age of 25 in addition to 45 Senn High School youth enrolling in the mentor program. 3. The System Office of Community Health Equity & Engagement (SOCHEE) is the governing body that provides thought leadership and shares best practices to inspire and drive equity and inclusion internally and externally. The hospitals senior executives are part of SOCHEE and help support this important work. The three key components of SOCHEE are Community Impact and Engagement (focused on our community), Health Equity (focused on our patients) and Diversity, Equity and Inclusion (focused on our team members). 4. Endeavor Health is a member of the Healthcare Anchor Network which catalyzes health systems individually and collectively to leverage their hiring, purchasing, investing, and other key institutional assets to create stronger local economies that sustain healthy communities. This intentional commitment creates partnership with the community for mutual benefit. 5. The hospital's competent and committed professional nursing staff provides their time and expertise to serve as clinical preceptors for nursing students who come to the organization to complete their clinical practicum requirements. The hospital remains committed to these efforts and strategic programs because they are inextricably linked to supporting the ever-growing need for nurses, which in turn improves access to healthcare for the patients and families served. The hospital is also a clinical rotation site for interns in many other healthcare areas such as radiology, lab, physical therapy, pharmacy and more. Clinical preceptors provide one-on-one teaching with student(s) assigned to them during the clinical practicum. The preceptors develop plans and teaching techniques for each student to achieve an environment conducive for learning. 6. The hospital operates an emergency department that is open 24 hours a day, seven days a week and serves all persons regardless of their ability to pay. 7. A standing Community & Mission Committee of the hospital board oversees and evaluates community outreach programs and services, as well as pastoral care and chaplaincy offerings. The committee reviews the community health needs assessment and ensures the implementation plan addresses identified needs. The committee, comprised of board members, senior executives, physicians and staff, provides oversight in monitoring and evaluating the effectiveness of strategies and initiatives which serve and support the community, especially those who are under-resourced.
Schedule H, Part VI, Line 6 Affiliated health care system	Swedish Hospital is part of Endeavor Health. The core mission of Endeavor Health is to "help everyone in our communities be their best." Endeavor Health is a Chicagoland-based integrated health system driven by our mission to help everyone in our communities be their best. As Illinois' third-largest health system and third-largest medical group, we proudly serve an area of more than 4.2 million residents across seven northeast Illinois counties. Our more than 27,600 team members, including more than 1,700 employed physicians, are the heart of our organization, delivering seamless access to personalized, pioneering, world-class patient care across more than 300 ambulatory locations and nine hospitals, including eight Magnet-recognized acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights), Skokie and NorthShore (Chicago) and Linden Oaks Behavioral Health Hospital (Naperville). The Endeavor Health service area is composed of 171 ZIP codes across nearly 75 miles, with a total population of nearly 4.2 million. In 2024, Endeavor Health Swedish Hospital conducted a comprehensive Community Health Needs Assessment (CHNA) to identify and prioritize key health issues of the surrounding communities. Endeavor Health conducted this CHNA as part of a simultaneous, system-wide approach to our four CHNAs across the Endeavor Health service area. The insights gained through this assessment guide the development of an implementation strategy to address priority concerns from 2025-2027. The 2024 CHNA serves as a tool toward reaching three basic goals: - To improve residents' health status, increase their life spans and elevate their overall quality of life. A healthy community is not only one where its residents suffer little from physical and mental illness, but also one where its residents enjoy a high quality of life. - To reduce the health disparities among residents. By gathering demographic information along with health status and behavior data, it will be possible to identify population segments that are most at-risk for various diseases and injuries. Intervention plans aimed at prioritizing these individuals may then be developed to address some of the socio-economic factors which have historically had a negative impact on residents' health. - To increase accessibility to preventive services for all community residents. More accessible preventive services will prove beneficial in accomplishing the first goal (improving health status, increasing life spans, and elevating the quality of life), as well as lowering the costs associated with caring for late-stage diseases resulting from a lack of preventive care.
Schedule H, Part VI, Line 7 State filing of community benefit report	IL

Schedule H (Form 990) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

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

Schedule I
(Form 990)
(Rev. January 2025)

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 instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
Swedish Covenant Health

Employer identification number
36-2179813

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) Erie Family Health Center 1701 W Superior Street 3rd Floor Chicago,IL60622	36-3088628	501(c)(3)	1,028,333				Healthcare services to medically underserved

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) Rev. 1-2025

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

Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds

The mission of Swedish Covenant Health is to provide excellent healthcare services for our culturally diverse community. In pursuit of this mission, the hospital will fund or otherwise sponsor programs which advance our mission. If a grant is approved by the Board of Directors, yearly progress reports will be required, with a final report required at the conclusion of the project. An annual audit may be requested, if appropriate.

Schedule I (Form 990) Rev. 1-2025

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

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

Open to Public Inspection

Name of the organization

Swedish Covenant Health

Employer identification number

36-2179813

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 ............

Yes

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) (Rev. 1-2025)

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)
1Gerald P Gallagher System President and CEO	(i) (ii)	0 ------------- 2,140,745	0 ------------- 1,368,001	0 ------------- 50,517	0 ------------- 1,594,714	0 ------------- 37,649	0 ------------- 5,191,626	0 ------------- 823,637
2Jonathan Lind Director and President, Swedish Hospital	(i) (ii)	434,903 ------------- 0	132,167 ------------- 0	20,274 ------------- 0	117,281 ------------- 0	25,614 ------------- 0	730,239 ------------- 0	126,877 ------------- 0
3Jeffrey C Cilley Director	(i) (ii)	0 ------------- 799,233	0 ------------- 113,827	0 ------------- 6,521	0 ------------- 20,700	0 ------------- 19,378	0 ------------- 959,659	0 ------------- 0
4Mahalakshmi Halasyamani Director	(i) (ii)	0 ------------- 884,812	0 ------------- 383,356	0 ------------- 8,420	0 ------------- 494,592	0 ------------- 9,474	0 ------------- 1,780,654	0 ------------- 352,072
5Kristen Murtos Director	(i) (ii)	0 ------------- 782,140	0 ------------- 348,314	0 ------------- 7,023	0 ------------- 441,565	0 ------------- 34,362	0 ------------- 1,613,404	0 ------------- 0
6Anthony Guaccio Former Officer	(i) (ii)	25,787 ------------- 0	206,616 ------------- 0	797,481 ------------- 0	43,228 ------------- 0	713 ------------- 0	1,073,825 ------------- 0	197,042 ------------- 0
7Shivani Bautista System Chief Legal Officer/Secretary	(i) (ii)	0 ------------- 571,083	0 ------------- 230,380	0 ------------- 1,561	0 ------------- 388,155	0 ------------- 33,444	0 ------------- 1,224,623	0 ------------- 0
8Douglas D Welday System Treasurer and CFO	(i) (ii)	0 ------------- 976,106	0 ------------- 398,335	0 ------------- 479,793	0 ------------- 303,146	0 ------------- 27,240	0 ------------- 2,184,620	0 ------------- 367,572
9Kathryn Donofrio Senior VP, Chief Nursing Officer	(i) (ii)	265,539 ------------- 0	70,996 ------------- 0	10,489 ------------- 0	0 ------------- 0	21,875 ------------- 0	368,899 ------------- 0	0 ------------- 0
10Bruce McNulty Chief Medical Officer	(i) (ii)	457,107 ------------- 0	168,609 ------------- 0	6,942 ------------- 0	0 ------------- 0	28,595 ------------- 0	661,253 ------------- 0	73,105 ------------- 0
11Shameem A Abbasy VP, Clinical Quality and Transformation	(i) (ii)	429,871 ------------- 0	118,581 ------------- 0	3,104 ------------- 0	0 ------------- 0	26,534 ------------- 0	578,090 ------------- 0	0 ------------- 0
12Richard Cunningham Director, Rehabilitation Services	(i) (ii)	214,829 ------------- 0	34,063 ------------- 0	1,033 ------------- 0	0 ------------- 0	30,914 ------------- 0	280,839 ------------- 0	0 ------------- 0
13Alicia Juska Director, Pharmacy	(i) (ii)	201,815 ------------- 0	30,901 ------------- 0	3,952 ------------- 0	0 ------------- 0	18,452 ------------- 0	255,120 ------------- 0	0 ------------- 0
14Saliba Kokaly AVP, Operations	(i) (ii)	261,923 ------------- 0	101,135 ------------- 0	14,161 ------------- 0	0 ------------- 0	26,415 ------------- 0	403,634 ------------- 0	0 ------------- 0
15Noly Grace Lagrosa RN House Operations Administrator	(i) (ii)	212,727 ------------- 0	26,723 ------------- 0	3,944 ------------- 0	0 ------------- 0	27,939 ------------- 0	271,333 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

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
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	A detailed compensation review of the top executives, including the Chief Executive Officer, is conducted annually. Market data is collected and assessed by an external independent compensation consultant who specializes in compensation consulting within the healthcare industry. The work product from this study is reviewed separately with Endeavor Health legal counsel. Market data for base and variable compensation is assessed annually for integrated delivery systems and academic medical centers that are similar in size and complexity. The market assessment includes assessing job content in order to make appropriate market data comparisons. Specific recommendations are then reviewed, discussed and approved as appropriate with the Endeavor Health Compensation Committee, in session with legal counsel present, in advance of implementation.
Schedule J, Part I, Line 4a Severance or change-of-control payment	The following individual received a severance payment based upon mutually agreed-upon separation agreement entered into with the organization: Anthony Guaccio - $710,673
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	The Legacy SERP for Swedish Executives was created effective January 1, 2020. Benefits under the SERP generally vest on the first day of the month following the completion of four years after the year of the contribution. However, participant will automatically vest in his or her account balance in the event of involuntary separation from service not for cause, separation for good reasons or his or her attainment of age 62 while still employed by Endeavor Health. Participants who voluntarily resign or are terminated with cause forfeit any amounts that are not vested. The following individual received a payment from a supplemental nonqualified retirement plan during 2024: Anthony Guaccio - $179,397 ($175,732 was reported as taxable compensation during a prior year) The Legacy Target Benefit SERP was established in 2017. A participant generally becomes vested in amounts credited to their account upon attainment of specified ages. The following individuals participated in the Target Benefit SERP and below is the deferred compensation as defined in the instructions for 2024: Mahalakshmi Halasyamani - $222,465 Kristen Murtos - $189,166 An Endeavor Health Defined Contribution Supplemental Executive Retirement Plan (DC SERP) was created and effective in 2024. A participant generally becomes vested in their deferred compensation for a year on the last day of the fifth calendar year after the year of the deferred compensation. A participant may become vested in their deferred compensation under the DC SERP upon death, disability, or attainment of age 62. A participant who has attained age 62 receives a payment of their DC SERP benefit each year after attaining age 62. Participants who voluntarily resign or are terminated with cause forfeit any amounts that are not vested. The following individuals participated in a supplemental nonqualified retirement plan and below is the deferred compensation as defined in the instructions for 2024: Gerald P. Gallagher - $757,674 Shivani Bautista - $248,338 Jonathan Lind - $96,581 The following individuals received payments from a supplemental nonqualified retirement plan reported as taxable compensation: Douglas D. Welday - $465,005
Schedule J, Part I, Line 7 Non-fixed payments	The organization provides incentive payments to certain employees after operating and performance goals are achieved. Incentive payment plans are reviewed and approved by the compensation committee of the board of directors.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule L
(Form 990)
(Rev. January 2025)

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

Open to Public Inspection

Name of the organization

Swedish Covenant Health

Employer identification number

36-2179813

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) (Rev. 1-2025)

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) Tony Donofrio	Family member of Kathryn Donofrio, Key Employee	92,556	Employment		No
(2) Antonio Medina	Family member of Bruce McNulty, Key Employee	51,440	Employment		No
(3) Michelle Gregorio	Family Member - Jeffrey Tilkin, Director	76,406	Employment		No

Part V

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

Return Reference	Explanation

Schedule L (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

Swedish Covenant Health

Employer identification number

36-2179813

Return Reference	Explanation
Form 990, Part III, Line 1 Organization's Mission	Swedish Covenant Health (Swedish Hospital) follows the mission of Endeavor Health. The mission of Endeavor Health is to "help everyone in our communities be their best." Central to this mission is a commitment to providing clinical programs and services that meet community health needs, while also pursuing continuous improvement to identify and understand future needs.
Form 990, Part III, Line 4 Program Service Description	Endeavor Health Swedish Hospital, which opened in 1886, serves the culturally-diverse residents of Chicago's north and northwest side communities as a safety-net hospital, with a full-service hospital campus located in the Lincoln Square neighborhood. Swedish Hospital offers advanced clinical care in more than 50 medical specialties, which includes the Jack and Mayora Rosenberg Women's Health Center, offering 3-D mammography, and their Joint Commission-certified Primary Stroke Center. Swedish provides a full range of comprehensive health and wellness services offering 150+ wellness programs annually, and Chicago's only certified medical fitness center, Galter Life Center, and is one of six regional leads for Healthy Chicago Equity Zones. During 2024, Swedish Hospital total admissions were 10,841 and total inpatient days were 39,715. Physical Medicine/Rehab Services - Swedish Hospital is dedicated to providing a comprehensive Rehab Unit that combines the disciplines of physical therapy, speech therapy, occupational therapy and social work to help patients regain their strength and skills. The Rehab unit features a special room that simulates a home environment so patients can practice with home-like carpeting, furniture and fixtures while supervised by nurses. During 2024, 189,462 inpatient and outpatient treatments for rehab, speech and occupational therapy were provided for a total cost of $7,017,291. Cardiac Care and Rehab - The Cardiac Rehabilitation program offered by Swedish Hospital has improved the lives of many individuals with such innovative programs as "coronary Heart Disease Reversal." Swedish Hospital also offers a state-of-the-art Cardiac Catheterization Lab, and other diagnostic and preventive programs. During 2024, Swedish Hospital performed 2,788 procedures in the Cardiac Catheterization Lab for a total cost of $13,174,876. In addition to the program services listed above, Swedish Hospital also offers health screenings, health promotions, education, and prevention services. Swedish Hospital offers year-round health screenings to members of the community. Blood pressure screening events are provided in collaboration with the hospital's Stroke Education Coordinator. Each year free or reduced-cost cancer screenings are offered to the community. These included prostate, skin, cervical and breast screenings. Additionally, dozens of programs led by physicians, nurses, dietitians, personal trainers and other clinicians and experts from the hospital address topics of cancer prevention, treatment, nutrition, fitness and other healthy lifestyle recommendations. During 2024, Swedish Hospital hosted 79 programs at the Community Wellness Center on the hospital campus, with a total of 148 sessions. Additionally, Swedish Hospital participated in dozens of community outreach events in collaboration with community partners to serve thousands of local community members. Programs included health fairs, health education seminars, screenings and other health related activities. Community Wellness and Prevention programs continue to serve the community with more than 100 events held at the Hospital or in the community through collaboration with community partners. These events include health fairs, screenings, daytime and evening lectures, seminars, classes, Speakers' Bureau presentations, children's events and other health related activities. Throughout the year the Hospital collaborated with dozens of community organizations to provide wellness and prevention programs. Medical Education Swedish Hospital is a teaching hospital and part of Endeavor Health, with residency programs in emergency medicine, family medicine, internal medicine, and podiatric medicine and surgery. Swedish Hospital also has fellowship programs in critical care medicine and pulmonary critical care medicine. Swedish Hospital utilizes board-certified physicians who are either independent contractors or are employed by Endeavor Medical Group, to provide teaching, training and supervision of the residents in Swedish Hospital's Family Medicine (17 residents), Internal Medicine (30 residents), Podiatric Medicine and Surgery (6 residents) residency programs as well as the Critical Care (3 fellows) and Pulmonary Critical Care Fellowships (3 fellows). Swedish Hospital has an affiliation agreement with McGaw, the postgraduate arm of Northwestern University, to be a training site for their family medicine residents. Surgical residents from the Ascension St Joseph's general surgery residency program also rotate at Swedish Hospital. OBGYN residents from UIC also rotate at Swedish Hospital. Swedish Hospital is also a training site for students of three medical schools; Chicago College of Osteopathic Medicine (33), and Arizona College of Osteopathic Medicine (15), both part of Midwestern University, and for the University of Nicosia (40).
Form 990, Part VI, Line 15 Process to Establish Compensation of CEO and Other Employees	A detailed compensation review of the top executives, including the Chief Executive Officer, is conducted annually. Market data is collected and assessed by an external independent compensation consultant who specializes in compensation consulting within the healthcare industry. The work product from this study is reviewed separately with Endeavor Health legal counsel. Market data for base and variable compensation is assessed annually for integrated delivery systems and academic medical centers that are similar in size and complexity. The market assessment includes assessing job content in order to make appropriate market data comparisons. Specific recommendations are then reviewed, discussed and approved as appropriate with the Endeavor Health Compensation Committee, in session with legal counsel present, in advance of implementation.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	Kurt D Anderson and Lawrence P Anderson - Family relationship, Kristen Murtos and Mahalakshmi Halasyamani - Business relationship
Form 990, Part VI, Line 4 Significant changes to organizational documents	The bylaws were amended to reflect the change in naming conventions for the system parent, Endeavor Health. The bylaws were also amended to define term lengths for Directors, remove the Executive and Strategic Planning Committees of the Board, and adjust the Swedish Hospital leadership roles to reflect System alignment across leadership.
Form 990, Part VI, Line 6 Classes of members or stockholders	The sole member is Endeavor Health Clinical Operations.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	The system parent, Endeavor Health, elects the Board of Directors.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	Endeavor Health, through action of the Endeavor Health Board of Directors or President & CEO, holds the following reserved powers over Swedish Covenant Health. - Develop, approve and modify annual operating and capital budgets and strategic plans for the Corporation and its Affiliate Entities - Determine all material changes in the clinical programs and services to be provided by the Corporation and its Affiliate Entities, including the establishment, expansion, reconfiguration, reduction or discontinuation of clinical programs and services - Any discontinuation of a "category of service" (as defined by the Illinois Health Facilities Services Review Board) and any closure or permanent repurposing of any material licensed health care facility owned or operated by the Corporation and its Affiliate Entities - Initiate and/or approve amendments or restatements of the governing documents of the Corporation and its Affiliate Entities - Establish or change existing medical education programs - Approve indebtedness and unbudgeted capital expenditures above a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time - Establish, amend or terminate third-party payor relationships of the Corporation and its Affiliate Entities - Approve ordinary course of business contractual relationships between the Corporation and/or its Affiliate Entities and a third party involving: (1) consideration in excess of a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time, (2) a restrictive covenant applicable to the Corporation and/or its Affiliate Entities; or (3) a term in excess of three (3) years that cannot be terminated without cause - Approve any changes to any of the Corporation's or Affiliate Entities' employee benefit or compensation plans or executive agreements - Approve any agreement involving the licensing of trademarks or intellectual property to or from a third party - Hire, terminate and evaluate the terms of employment for the Corporation's President and Chief Executive Officer and the President and Chief Executive Officer of the Affiliate Entities, as applicable - Approve any real property acquisitions, dispositions or lease transactions of the Corporation and its Affiliate Entities above a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time, as well as any mortgage or encumbrance of real property of the Corporation and its Affiliate Entities above a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time - Evaluate and approve any acquisition, affiliation, joint venture, merger, corporate consolidation or restructuring, sale of all or substantially all of the assets or similar transaction by or involving the Corporation and/or its Affiliate Entities, as well as any dissolution, liquidation or termination of any affiliation or joint venture by or involving the Corporation and/or its Affiliate Entities - Select the auditor for, and approval of all audits of, the Corporation and its Affiliate Entities - Select outside legal counsel and approve any waiver, settlement or compromise of any legal proceeding, suit, claim, regulatory or other action involving the Corporation and/or its Affiliate Entities if the amount in controversy is in excess of a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time - Approve the filing of any petition for bankruptcy of the Corporation and/or any of its Affiliate Entities. - Approve the nomination and/or remove with cause any member of the board of directors of the Corporation or its Affiliate Entities - Establish and ensure implementation of system-wide quality standards that protect and enhance the Corporation's and Affiliate Entities' brands - Establish and ensure implementation of financial goals and standards that protect and enhance the operations of the Corporation and its Affiliate Entities, and - Determine the extent to which and the manner in which the powers described in this section which are reserved to the System Parent with respect to the Corporation and its Affiliate Entities are to be exercised by the System Parent.
Form 990, Part VI, Line 11b Review of form 990 by governing body	The Form 990 was reviewed by executive management and an outside accounting firm. The Form 990 was then provided to the Endeavor Health's Board of Trustees for review for the ability to ask questions of management prior to filing.
Form 990, Part VI, Line 12c Conflict of interest policy	All officers, directors and employees are required to report potential conflicts of interest to the Compliance Officer when his/her circumstances could create a conflict of interest, or prior to their arising, so that the health system can proactively review the report to identify actual and potential Conflicts of Interest. In addition, on an annual basis, members of the Board of Directors, Corporate Officers, and other key employees will be provided with a Conflict of Interest Questionnaire, which is used for purposes of reporting potential Conflicts of Interest. Subsequent to reporting, and depending on the nature of the matter, the Compliance Officer will review the reported information and arrive at a determination regarding the matter based upon his/her knowledge of the organization and/or in consultation with other members of management. Determinations will be reviewed with the Executive Leadership Team or designee for members of management, all categories of physicians, and the Board of Directors. Determinations will be reviewed with the Board of Directors for senior management and members of the Board of Directors. If it is determined that a Conflict of Interest exists, appropriate mitigating or remedial measures may be taken through a management plan. If a management plan has yet to be developed and the individual is involved in discussion related to his/her conflict, the individual must disclose the Conflict of Interest to those involved in the conversation and must recuse him/herself from participating in the conversation and making a decision on behalf of the health system. If this conversation takes place at a Board meeting, the minutes of the meeting should reflect the fact that the Conflict of Interest has been disclosed and the individual has recused him/herself. If the issue or circumstances cannot be adequately addressed through a management plan or if the proposed or actual arrangement is inconsistent with the health system's Guiding Principles for Conflicts of Interest, the conflict will be eliminated. Disclosure of the management plan may be made to appropriate individuals or committees, which may include patients, students, a department, group, or others as necessary. Monitoring and oversight of Conflicts of Interest and management plans will be conducted by the Executive Leadership Team. In the event that an individual engages in prohibited activities or does not provide prompt or transparent Reporting in compliance with this policy or does not comply with a determination and/or management plan, a review will be performed and appropriate corrective action may be taken, including retraining, referral for further action, termination of employment, termination of the agreement with the health system, or removal from the Board of Directors.
Form 990, Part VI, Line 19 Required documents available to the public	The governing documents, conflict of interest policy, and financial statements are available to the public upon request. The annual audit report and financial statements are also available to the public through GuideStar and the Illinois Attorney General's Office websites as part of the state filing.
Form 990, Part VIII, Line 2f Other Program Service Revenue	Medical Education - Total Revenue: 2286703, Related or Exempt Function Revenue: 2286703, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Home Health Care and Hospice - Total Revenue: 1287367, Related or Exempt Function Revenue: 1287367, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	Other Revenue - Total Revenue: 281951, Related or Exempt Function Revenue: 281951, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Net Asset Transfers with Swedish Covenant Hospital Foundation - 250657; Adjustment for pledges and irrevocable trust - 159516; Total - 410173;

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

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

Open to Public Inspection

Name of the organization

Swedish Covenant Health

Employer identification number

36-2179813

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)Endeavor Health Medical Group 3040 W Salt Creek Lane Arlington Heights,IL60005 36-3738206	Healthcare	IL	501(c)(3)	10	Endeavor Health Clinical Operations	Yes
(2)Endeavor Health Clinical Operations 3040 W Salt Creek Lane Arlington Heights,IL60005 36-2167060	Healthcare	IL	501(c)(3)	3	Endeavor Health		No
(3)Radiation Medicine Institute 3040 W Salt Creek Lane Arlington Heights,IL60005 36-3815543	Healthcare	IL	501(c)(3)	10	Endeavor Health Clinical Operations	Yes
(4)Swedish Covenant Hospital Foundation 5145 N California Avenue Chicago,IL60625 20-5055155	Support of Swedish Covenant Health	IL	501(c)(3)	7	Swedish Covenant Health	Yes
(5)Northwest Community Healthcare 3040 Salt Creek Lane Arlington Heights,IL60005 36-3125209	Support of Northwest Community Hospital	IL	501(c)(3)	Type II	Endeavor Health Clinical Operations	Yes
(6)Northwest Community Hospital 3040 Salt Creek Lane Arlington Heights,IL60005 36-2340313	Hospital	IL	501(c)(3)	3	Northwest Community Healthcare	Yes
(7)Northwest Community Hospital Foundation 3040 Salt Creek Lane Arlington Heights,IL60005 36-3125193	Fundraising	IL	501(c)(3)	7	Northwest Community Healthcare	Yes
(8)Endeavor Health 3040 W Salt Creek Lane Arlington Heights,IL60005 87-4520691	Healthcare System Parent	IL	501(c)(3)	Type III-FI	NA		No
(9)Naperville Psychiatric Ventures 801 South Washington Street Naperville,IL60540 36-3965251	Hospital	IL	501(c)(3)	3	Edward Health Ventures	Yes
(10)Edward-Elmhurst Healthcare 801 South Washington Street Naperville,IL60540 36-3513954	Healthcare	IL	501(c)(3)	Type II	Endeavor Health	Yes
(11)Edward Hospital 801 South Washington Street Naperville,IL60540 36-3297173	Hospital	IL	501(c)(3)	3	Edward-Elmhurst Healthcare	Yes
(12)Edward Foundation 801 South Washington Street Naperville,IL60540 36-3723705	Fundraising	IL	501(c)(3)	7	Edward-Elmhurst Healthcare	Yes
(13)Edward Health Ventures 801 South Washington Street Naperville,IL60540 58-1672987	Supporting Org	IL	501(c)(3)	Type II	Edward-Elmhurst Healthcare	Yes
(14)Edward Health and Fitness Center 801 South Washington Street Naperville,IL60540 36-3555528	Healthcare	IL	501(c)(3)	10	Edward Health Ventures	Yes
(15)Edward Ambulance Services LLC 801 South Washington Street Naperville,IL60540 45-2389060	Healthcare	IL	501(c)(3)	10	Edward Hospital	Yes
(16)Elmhurst Memorial Healthcare 155 East Brush Hill Road Elmhurst,IL60126 36-4037473	Supporting Org	IL	501(c)(3)	Type II	Edward-Elmhurst Healthcare	Yes
(17)Elmhurst Memorial Hospital 155 East Brush Hill Road Elmhurst,IL60126 36-2167784	Hospital	IL	501(c)(3)	3	Elmhurst Memorial Healthcare	Yes
(18)Elmhurst Memorial Hospital Foundation 155 East Brush Hill Road Elmhurst,IL60126 36-3083197	Fundraising	IL	501(c)(3)	7	Elmhurst Memorial Hospital	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

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) Ravine Way Surgery Center LLC 2305 Ravine Way Glenview,IL60025 20-1245279	Healthcare	IL	Endeavor Health Clinical Operations	N/A
(2) NWC Day Surgery Center II LLC 3040 Salt Creek Lane Arlington Heights,IL60005 30-0798249	Outpatient Care	IL	Northwest Community Healthcare	N/A
(3) Northwest Endo Center LLC 3040 Salt Creek Lane Arlington Heights,IL60005 81-2338623	Surgical Care	IL	NWC Health Services Inc	N/A
(4) Envision Medical Imaging LLC 8930 Waukegan Road Suite 130 Morton Grove,IL60053 82-2067179	Imaging Services	IL	NWC Health Services Inc	N/A
(5) Elmhurst Outpatient Surgery Center LLC 1200 South York Road Suite 1400 Elmhurst,IL60126 36-4150045	Surgery Center	IL	Elmhurst Memorial Healthcare	N/A
(6) Midwest Endoscopy LLC 1243 Rickert Drive Naperville,IL60540 20-8292570	Healthcare	IL	Edward Health Ventures	N/A
(7) RHHI Holdco LLC 400 Northpoint Circle Suite 203 Seven Fields,PA16046 87-3745286	Healthcare	IL	NA	N/A
(8) Residential Home Health Illinois LLC 5440 Corporate Drive Suite 400 Troy,MI48098 27-0179825	Healthcare	IL	NA	N/A

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) Swedish Covenant Management Services Inc 5145 N California Avenue Chicago,IL60625 36-4073303	Physician Practice Management	IL	Swedish Covenant Health	C Corporation	13,021,380	218,359,318	100 %	Yes
(2) Swedish Covenant Physician Partners Ltd 5145 N California Avenue Chicago,IL60625 36-3120220	Managed Healthcare Provider	IL	Swedish Covenant Health	C Corporation	249,687	7,227,640	100 %	Yes
(3) NorthShore Legacy NPA Inc 3040 W Salt Creek Lane Arlington Heights,IL60005 36-3648026	Healthcare	IL	Endeavor Health Medical Group	C Corporation				Yes
(4) NorthShore Physician Associates Value Based Care LLC 3040 W Salt Creek Lane Arlington Heights,IL60005 82-2268872	Healthcare	IL	Endeavor Health Physician Partners LLC	C Corporation				Yes
(5) NorthShore University HealthSystem Insurance International Governors Square Building 4 Grand Cayman CJ 98-0419452	Insurance	CJ	Endeavor Health Clinical Operations	C Corporation				Yes
(6) Northwest Community Health Services Inc 800 West Central Road Arlington Heights,IL60005 36-3312906	Healthcare	IL	Northwest Community Healthcare	C Corporation				Yes
(7) EEH SPC - Segregated Portfolio A Governors Square Building 4 Floor 2 Grand Cayman CJ 98-1238485	Insurance	CJ	Edward-Elmhurst Healthcare	C Corporation				Yes
(8) EEH SPC - Segregated Portfolio B Governors Square Building 4 Floor 2 Grand Cayman CJ 98-1185160	Insurance	CJ	Edward-Elmhurst Healthcare	C Corporation				Yes
(9) EEH SPC - Segregated Portfolio D Governors Square Building 4 Floor 2 Grand Cayman CJ	Insurance	CJ	Edward-Elmhurst Healthcare	C Corporation				Yes
(10) DuPage Medical Group Portfolio Insurance Company PO Box 1051 Grand Cayman KY1102 CJ	Insurance	CJ	Edward-Elmhurst Healthcare	C Corporation				Yes
(11) Elmhurst Memorial Health Technologies LLC 855 North Church Court Elmhurst,IL60126 36-3229839	Practice Management	IL	Elmhurst Memorial Healthcare	C Corporation				Yes

Schedule R (Form 990) (Rev. 1-2025)

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) ............................

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

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

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) .......................

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

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) ............................

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

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

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

Yes

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

Yes

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) Swedish Covenant Hospital Foundation	S	250,657	FMV

Schedule R (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

1	Briefly describe the organization’s mission or most significant activities: Swedish Covenant Health follows the mission of Endeavor Health to "help everyone in our communities be their best."
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	10
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	2,479
6	Total number of volunteers (estimate if necessary) .............	6	78
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	2,137,261
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) .........	4,101,202	9,268,566
9	Program service revenue (Part VIII, line 2g) .........	346,574,113	595,876,939
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	67,561	40,845
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,570,703	2,265,760
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	352,313,579	607,452,110
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	984,124	1,094,141
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)	157,530,800	180,553,359
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)....	177,610,715	358,875,806
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	336,125,639	540,523,306
19	Revenue less expenses. Subtract line 18 from line 12.......	16,187,940	66,928,804
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	430,490,764	336,203,176
21	Total liabilities (Part X, line 26).............	226,195,453	64,568,888
22	Net assets or fund balances. Subtract line 21 from line 20.....	204,295,311	271,634,288

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 517,685,174 including grants of $ 1,094,141 ) (Revenue $ 596,158,890 )
	See Schedule O

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses517,685,174

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)					(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Douglas D Welday........................................................................ System Treasurer and CFO	1.0 .......................55.0	X				0	1,854,234	330,386
(19) Shivani Bautista........................................................................ System Chief Legal Officer/Secretary	1.0 .......................54.0	X				0	803,024	421,599
(20) Bruce McNulty........................................................................ Chief Medical Officer	40.0 .......................1.0		X			632,658	0	28,595
(21) Kathryn Donofrio........................................................................ Senior VP, Chief Nursing Officer	40.0 .......................0		X			347,024	0	21,875
(22) Alicia Juska........................................................................ Director, Pharmacy	40.0 .......................0			X		236,668	0	18,452
(23) Noly Grace Lagrosa........................................................................ RN House Operations Administrator	40.0 .......................0			X		243,394	0	27,939
(24) Richard Cunningham........................................................................ Director, Rehabilitation Services	40.0 .......................0			X		249,925	0	30,914
(25) Saliba Kokaly........................................................................ AVP, Operations	40.0 .......................0			X		377,219	0	26,415
(26) Shameem A Abbasy........................................................................ VP, Clinical Quality and Transformation	40.0 .......................1.0			X		551,556	0	26,534
(27) Anthony Guaccio........................................................................ Former Officer	0.0 .......................0.0				X	1,029,884	0	43,941

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	4,382,594	9,550,167	3,772,385

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	9,268,566

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.......		9,268,566

		Business Code
2a	Health Care Services	622110	521,680,987	521,680,987
b	Outpatient Pharmacy	621400	58,655,972	57,837,555	818,417
c	Physician Office Rental	532000	6,017,741	6,017,741
d	Medical Fitness Facility	713940	5,278,938	4,798,868	480,070
e	Lab Reference Testing	621500	669,231		669,231
f	All other program service revenue.		3,574,070	3,574,070	0	0
g	Total. Add lines 2a–2f .....		595,876,939

3 Investment income (including dividends, interest, and othersimilar amounts) ......			40,845			40,845
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	0	0
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c	0	0
d	Net gain or (loss).........
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	Child Care Center		624410	887,371		169,543	717,828
b	Cafeteria		722514	677,104			677,104
c	Parking		812930	419,334			419,334
d	All other revenue ....			281,951	281,951	0	0
e	Total. Add lines 11a–11d ......			2,265,760
12	Total revenue. See instructions.....			607,452,110	594,191,172	2,137,261	1,855,111

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,094,141	1,094,141
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 ...........	779,242		779,242
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	1,048,253	224,795	823,458
7	Other salaries and wages........	146,653,207	146,372,776	280,431
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	21,309,255	21,268,507	40,748
10	Payroll taxes ...........	10,763,402	10,698,639	64,763
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	161,506	161,506
d	Lobbying ...........	170,438		170,438
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	34,493,824	33,432,929	1,060,895	0
12	Advertising and promotion ....	170,431	170,431
13	Office expenses .......	4,568,903	4,563,943	4,960
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	7,762,827	7,255,827	507,000
17	Travel ............	357,182	238,133	119,049
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........	6,449,102	5,302	6,443,800
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	24,130,622	17,967,680	6,162,942
23	Insurance ...	6,231,831	58,553	6,173,278
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	Drugs	207,926,463	207,926,463
b	Medical Supplies	40,162,036	40,162,036
c	Medicaid Tax Assessment	20,299,679	20,299,679
d	Equipment Repair & Maintenance	3,993,207	3,859,563	133,644
e	All other expenses	1,997,755	1,924,271	73,484	0
25	Total functional expenses. Add lines 1 through 24e	540,523,306	517,685,174	22,838,132	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 ........			25,156,357	1	6,932,135
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......			861,273	3	811,273
4	Accounts receivable, net .............			38,273,499	4	47,656,582
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 .......
				0	5	0
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) ...
				0	6	0
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			7,905,283	8	8,476,543
9	Prepaid expenses and deferred charges ......			4,627,394	9	551,918
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	336,577,539
b	Less: accumulated depreciation	10b	84,211,707	251,839,753	10c	252,365,832
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			0	12
13	Investments—program-related. See Part IV, line 11 ..			1,244,499	13	1,244,499
14	Intangible assets ...............			101,770	14	101,770
15	Other assets. See Part IV, line 11 ...........			100,480,936	15	18,062,624
16	Total assets. Add lines 1 through 15 (must equal line 33)...			430,490,764	16	336,203,176

17	Accounts payable and accrued expenses .....	33,624,200	17	27,694,981
18	Grants payable ...		18
19	Deferred revenue .........	4,364,451	19	4,268,094
20	Tax-exempt bond liabilities .........		20
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 .........
		0	22	0
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	188,206,802	25	32,605,813
26	Total liabilities. Add lines 17 through 25..	226,195,453	26	64,568,888

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	203,383,595	27	269,990,754
28	Net assets with donor restrictions ...........	911,716	28	1,643,534
	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 ...........	204,295,311	32	271,634,288
33	Total liabilities and net assets/fund balances ........	430,490,764	33	336,203,176