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) Travis Andersen...................................................................... President & CEO	40.00 ................. 0.40	X	X	1,480,475	0	197,423
(2) Allen D Williams MD...................................................................... Trustee	40.00 ................. 4.00	X		343,630	0	65,467
(3) Carey Gehl...................................................................... Trustee	2.00 ................. 55.00	X		0	940,260	188,210
(4) Peter D Newcomer MD MMM...................................................................... Trustee	2.00 ................. 55.00	X		0	2,013,365	276,798
(5) Jeffrey S Hultman...................................................................... Chmn of the Board	2.00 ................. 6.00	X	X	0	0	0
(6) Michael Broski...................................................................... 1st Vice Chmn/Secry	2.00 ................. 8.00	X	X	0	0	0
(7) Anqunette Parham...................................................................... Trustee	2.00 ................. 4.00	X		0	0	0
(8) Helen Chung Hill...................................................................... Trustee (until 9/19/24)	2.00 ................. 2.00	X		0	0	0
(9) Justin Franklin...................................................................... Trustee	2.00 ................. 4.00	X		0	0	0
(10) Jeffrey J Kaney Sr...................................................................... Trustee	2.00 ................. 4.00	X		0	0	0
(11) Kathleen Kelly MD...................................................................... Trustee	2.00 ................. 4.00	X		0	0	0
(12) Kenneth Copeland...................................................................... Trustee	2.00 ................. 4.00	X		0	0	0
(13) Marco T Lenis...................................................................... Trustee	2.00 ................. 4.00	X		0	0	0
(14) Pamela Maher...................................................................... Trustee	2.00 ................. 4.00	X		0	0	0
(15) Daniel T Ross...................................................................... Trustee	2.00 ................. 4.00	X		0	0	0
(16) Thomas R Walsh...................................................................... Trustee	2.00 ................. 4.00	X		0	0	0
(17) Steven C Sjogren...................................................................... Trustee (until 9/19/24)	2.00 ................. 4.00	X		0	0	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(18) Patricia DeWane........................................................................ VP, CFO, & Treasurer	40.00 .......................0.40	X			699,978	0	74,016
(19) Timothy Flynn MD........................................................................ President, SA Medical Group	40.00 .......................0.20	X			606,222	0	105,468
(20) Rosa Jeschke........................................................................ VP Human Resources	40.00 .......................0.20	X			423,826	0	38,329
(21) Julia Zimmerman........................................................................ VP Strategic Growth	40.00 .......................0.30	X			325,494	0	74,916
(22) Sal Ababneh........................................................................ COO & President of UWNI Hospitals	40.00 .......................0.20	X			320,506	0	109,821
(23) Christopher Carter........................................................................ VP Operations & Org Mgmt	40.00 .......................0.20	X			281,214	0	22,566
(24) Deanna Berg........................................................................ Int. VP Pt. Svcs/CNO (until 9/30/24)	40.00 .......................0.20	X			227,716	0	26,697
(25) Patrick Lundquist........................................................................ VP Clinics	40.00 .......................0.20	X			137,483	0	30,715
(26) Kristie Geil........................................................................ VP Patient Services/CNO	40.00 .......................0.20	X			76,983	0	19,126
(27) James Cole DO........................................................................ VP Medical Affairs/CMO	40.00 .......................0.20	X			0	415,111	102,591
(28) Eric Xanthopoulos MD........................................................................ Physician	40.00 .......................0.00		X		1,152,513	0	54,547
(29) Mohamed Zeater MD........................................................................ Physician	40.00 .......................0.00		X		1,090,019	0	55,288
(30) Merat Karbasian-Esfahani........................................................................ Physician	40.00 .......................0.00		X		1,005,222	0	38,838
(31) Egon Doppenberg........................................................................ Physician	40.00 .......................0.00		X		952,011	0	2,075
(32) Joycelyn Speight........................................................................ Physician	40.00 .......................0.00		X		939,709	0	16,399
(33) Anna Taylor........................................................................ Former VP Patient Svcs/CNO	0.00 .......................0.00			X	266,181	0	22,062
(34) Michael Polizzotto........................................................................ Former CMO/CMIO	0.00 .......................0.00			X	424,156	0	54,049

(A) Name and business address	(B) Description of services	(C) Compensation
Medline Industries 1 Medline Place Mundelein,IL60060	Staffing Services	15,872,355
Healthcare Workforce Logistics 2655 Northwinds Parkway Alpharetta,GA30009	Staffing Services	12,270,084
Rockford Anesthesiologists 2202 Harlem Road Loves Park,IL61111	Physician Services	10,081,974
Avant Healthcare Professionals 1211 Semoran Blvd Ste 227 Casselberry,FL32707	Staffing Services	9,283,535
Sound Physicians Emergency Med 1498 Pacific Avenue Suite 500 Tacoma,WA98402	Physician Coverage/Fees	7,310,727
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 151

- 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

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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


Total

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

Cat. No. 11285F

Schedule A (Form 990) 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:
Software Version:

- TIN:

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

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

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

OMB No. 1545-0047

Name of the organization

SwedishAmerican Hospital

Employer identification number

36-2222696

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

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

Special Rules

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

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

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

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

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

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization SwedishAmerican Hospital

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

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

Page 3

Name of organization SwedishAmerican Hospital		Employer identification number 36-2222696

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

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

Page 4


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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

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

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

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

right arrow

Complete if the organization is described below. right arrow

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

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

OMB No. 1545-0047

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

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I-A

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

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

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

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

Part I-B

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

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

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

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

Yes No

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

Yes No

If "Yes," describe in Part IV.

Part I-C

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

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

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

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

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

Yes No

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

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

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

Cat. No. 50084S

Schedule C (Form 990) 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

186,782

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

186,782

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

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

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

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

Part III-A

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

Yes

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

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

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

Part III-B

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

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

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

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

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

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

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

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

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

Part IV

Supplemental Information

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

Return Reference	Explanation
Part II-B, Line 1:	Portions of the 2024/2025 Illinois Health and Hospital Association and American Hospital Association dues are used for lobbying: $84,782. A law firm was engaged to review legislation affecting hospitals: $102,000.

Schedule C (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I

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

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

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

Yes No

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

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


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

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

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

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

Yes No

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

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

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

Yes No

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

Part III

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

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

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

(i)

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

(ii)

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

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

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

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

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

Cat. No. 52283D

Schedule D (Form 990) (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 ....	7,797,070	7,054,782	6,669,961	7,855,142	6,911,513
b	Contributions ...	64,790	66,370	6,250	10,983	8,944
c	Net investment earnings, gains, and losses	537,746	676,990	380,092	-1,195,892	946,640
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	467	1,072	1,521	272	11,955
f	Administrative expenses ....
g	End of year balance ......	8,399,139	7,797,070	7,054,782	6,669,961	7,855,142

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

Board designated or quasi-endowment right arrow

64.340 %

Permanent endowment right arrow

24.480 %

Term endowment right arrow

11.180 %

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

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

Yes

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

3a(i)

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

3a(ii)

Yes

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

Yes

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

Part VI

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

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

1a	Land .....	9,658,309		9,658,309
b	Buildings ....	405,983,462	104,669,521	301,313,941
c	Leasehold improvements	24,829,663	17,385,183	7,444,480
d	Equipment ....	231,020,620	124,152,302	106,868,318
e	Other .....	13,747,664	7,670,824	6,076,840
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				431,361,888

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) Beneficial Interest in Investment Pool	394,243,807	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	394,243,807

Part VIII

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

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

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

Part IX

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

(a) Description				(b) Book value
(1)Due from Affiliated Organization				47,145,609
(2)Insurance Recoveries Receivable				34,289,284
(3)Lease Assets				20,374,001
(4)Due from Third Party Payors				7,753
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				101,816,647

Part X

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

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
Due to Third Party Payors	45,655,244
Reserve for Self Insurance	44,567,773
Deferred Compensation	8,556,452
Current Maturities of Long-term Debt	3,453,922
Lease Liabilities	20,201,439




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	122,434,830
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
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

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

Part XIII

Supplemental Information

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

Return Reference

Explanation

Part V, Line 4:

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

Part X, Line 2:

The Hospital has received a determination letter from the Internal Revenue Service (IRS) stating it is tax-exempt under Section 501(c)(3) of the Code. The Hospital files a Form 990 (Return of Organization Exempt from Income Tax) annually. When this return is filed, it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would ultimately be sustained. Examples of tax positions common to hospitals include such matters as the following: tax-exempt status of each entity, the nature, characterization and taxability of joint venture income, and various positions relative to potential sources of unrelated business taxable income (UBTI). UBTI is reported on Internal Revenue Service Form 990-T, as appropriate. The benefit of a tax position is recognized in the consolidated financial statements in the period during which, based on all available evidence, management believes that it is more likely than not that the tax position will be sustained upon examination, including the resolution of appeals or litigation processes, if any. Tax positions are not offset or aggregated with other positions. Tax positions that meet the more likely than not recognition threshold are measured as the largest amount of tax benefit that is more than 50% likely to be realized on settlement with the applicable taxing authority. The portion of the benefits associated with the tax positions taken that exceeds the amount measured as described above is reflected as a liability for unrecognized tax benefits in the accompanying consolidated balance sheets along with any associated interest and penalties that would be payable to the taxing authorities upon examination. At June 30, 2025 and 2024, there were no unrecognized tax benefits identified or recorded as liabilities. The Forms 990 and 990-T filed by the Hospital are subject to examination for up to three years from the extended due date of each return.

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

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

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

Attach to Form 990.
Medium right arrow

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

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

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

Yes

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

Yes

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

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

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

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

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

Yes

100% 150% 200% Other 30000.0000000000 %

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

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

Yes

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

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

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

Yes

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

Yes

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

Yes

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

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

Yes

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

Yes

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

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	11,907,064	0	11,907,064	1.360 %
b	Medicaid (from Worksheet 3, column a) . . . . .	192,260,756	208,745,696	0	0 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .	10,115,581	8,573,371	1,542,210	0.180 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	214,283,401	217,319,067	13,449,274	1.540 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	153,291	0	153,291	0.020 %
f	Health professions education (from Worksheet 5) . . .	6,645,442	4,188,745	2,456,697	0.280 %
g	Subsidized health services (from Worksheet 6) . . . .	56,784,467	11,687,991	45,096,476	5.140 %
h	Research (from Worksheet 7) .	725,750	0	725,750	0.080 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	575,471	66,736	508,735	0.060 %
j	Total. Other Benefits . .	64,884,421	15,943,472	48,940,949	5.580 %
k	Total. Add lines 7d and 7j .	279,167,822	233,262,539	62,390,223	7.120 %

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
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

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

Yes

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

21,194,775

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

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

Section B. Medicare

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

79,720,300

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

105,750,665

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

-26,030,365

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?2Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)							Other (describe)	Facility reporting group
1	UW Health SwedishAmerican Hospital (SAH) 1401 East State Street Rockford,IL61104 www.uwhealth.org IL License: 0002725	X	X	X	X	X	n/a	A
2	UW Health Belvidere Hospital (BEH) 1625 S State Street Belvidere,IL61008 www.uwhealth.org IL License: 0005504	X	X			X	n/a	A

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)

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

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

Yes

Community Health Needs Assessment

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

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

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

Yes

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

A definition of the community served by the hospital facility

Demographics of the community

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

How data was obtained

The significant health needs of the community

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

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

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

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

Other (describe in Section C)

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

Yes

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

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

Yes

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

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

Other website (list url):

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

Other (describe in Section C)

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

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 25

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

Yes

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

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

10b

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

12a

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

12a

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

12b

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

Schedule H (Form 990) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

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

Yes

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

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

Yes

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

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

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

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

Yes

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

Yes

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

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

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

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

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

Other (describe in Section C)

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

Yes

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

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

www.uwhealth.org/billing-insurance

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

www.uwhealth.org/billing-insurance

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

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

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

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

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

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

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

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

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

Yes

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

Yes

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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

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

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

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

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

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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

Yes

If "No," indicate why:

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

The hospital facility’s policy was not in writing

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

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

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

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

Yes

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

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

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

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

The hospital facility used a prospective Medicare or Medicaid method

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

If "Yes," explain in Section C.

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

If "Yes," explain in Section C.

Schedule H (Form 990) 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
Part V, Section B	Facility Reporting Group A
Facility Reporting Group A consists of:	- Facility 1: UW Health SwedishAmerican Hospital (SAH), - Facility 2: UW Health Belvidere Hospital (BEH)
Group A-Facility 1 -- UW Health SwedishAmerican Hospital Part V, Section B, line 5:	SwedishAmerican Hospital partnered with Advis, Inc. (hereinafter Advis), a third-party healthcare consulting firm, to conduct a systematic, data-driven approach to provide a CHNA for SAH and BEH that incorporated data from both qualitative and quantitative sources. Conducting this CHNA allows SAH and BEH to better understand the unique needs, concerns and priorities of the community it serves. To complete this CHNA, the Advis team and SAH/BEH leadership drew upon the 2023 Healthy Community Study conducted by the Rockford Regional Health Council and for internal information for primary data. Secondary data was collected from other agencies and organizations to provide insight into community health needs and priorities, challenges, resources, and potential solutions. Health needs were identified across all socio-economic groups, races, ethnicities, ages and genders. Special considerations were made to ensure health disparities, and the needs of medically underserved and uninsured populations were analyzed.
Group A-Facility 1 -- UW Health SwedishAmerican Hospital Part V, Section B, line 6a:	SwedishAmerican Hospital collaborated for the purposes of completing a Community Health Needs Assessment (CHNA) for SAH and BEH. Both hospital facilities define their communities geographically in the same way, serve the same demographic and geographic areas, work with the same community organizations and strategic partners, and currently work in the same arenas for community benefit activities. Additionally, SAH and BEH are part of the same legal entity SwedishAmerican Hospital and share a leadership team and medical staff.
Group A-Facility 1 -- UW Health SwedishAmerican Hospital Part V, Section B, line 11:	In 2022, SAH and BEH prioritized the below health needs. The following reviews the trends and progress in these areas from the 2022-2025 implementation plan.Cancer-Participation in Illinois Breast and Cervical Cancer Program -Partner with Oak Street Health to provide access to mammography and DEXA scans -Financial Counseling Programs -Medicaid in network for all -Accredited by National Accreditation Program for Breast Centers (NAPBC) from American College of Surgeons -Cancer screening services -Expand Oncology Specialty Services -24-hour connectivity for new cancer diagnosis - Meet Lung Clinic Indicators -Research Participation -Tumor Board -Volunteering at community events -Classes and support groupsObesity and Tobacco Cessation-Medicaid in network for all-Smoke Free Facility -Employee Assistance Programs for stress management -Collaborate with employers for prevention services -All patients with a primary care visit are screened for current and/or past tobacco use. -BetterLife provides tobacco cessation program for all corporate clients -Park Rx prescription for activity -Adding bariatric services -Diabetes Management Clinics -BMI is calculated at every visit automatically in Health Link -The medication management clinic added weight loss (specifically GLP1) to their program to better support patients in accessing the medication. -Volunteer at community events -Monthly Fitness Events -Utilize data to identify individuals with BMI 40+ and encourage to attend complimentary program -Distribute monthly health events calendarsPoverty and Unemployment, Access to Medical Care and Vulnerable Populations-Medicaid in network for all-Support UICOM-R Residency -Participate in insurance exchange with Blue Cross -FQHC relationships-Social workers and case management services-Mobile outreach program -Integrated Health ED Adult support Rockford Fire Department Outreach-Mobile Integrated Health Van primary care in the field for the uninsured donated van by Molina Health-Same day appointments, virtual visits, increase use of APP for primary care, and use of welcome center to get care before establishing with provider-Volunteer at community events-Monthly Fitness Events-Utilize data to identify individuals with BMI 40+ and encourage to attend complimentary program -Distribute monthly health events calendars-Hired 73 (a 29% increase) new physicians and mid-level providers to improve access to care both primary care and specialty care-Improved ED through put and reduced left without being seen and left without treatment complete-Acquired an ambulatory surgical treatment centerHeart Care-Medicaid in network for all-Smoke Free Facility-Employee Assistance Programs for stress management-Collaborate with regional health systems to provide access to cardiac care -Expansion of pediatric cardiology and addition of fetal cardiology-Development of CHF & Structural Heart Clinic-Advanced Heart Failure Clinic from UW Health Madison Cardiology-Implementation of Adult Congenital Heart Disease Clinic from UW Health Madison -Cardiology Implementation of TAVR program/implementation of minimally invasive cardiac valve replacement procedure)-Heart Healthy Public Events-Expansion of cardiology access with additional APP support-CT & MRI cardiac imaging-Cardiovascular Thoracic Surgery including minimally-Invasive robotic proceduresMaternal/Prenatal/Early Childhood Health-Birth Equity Initiative SDOH screening and link to services -Medicaid in network for all-Illinois Perinatal Quality Collaborative-Partner with Health Departments for after delivery services-Post partum follow up care coordination-Expand NICU capacity-Expand Pediatric capability-OB Laborist-OB ED-Pediatric Specialty Clinics from UW Health Madison-Volunteer at community events-Diaper Drives-Classes and support groups-Donations direct and coordinated with vendors-Baby Friendly Breast Feeding-Human Milk Donation Program-Child Life ProgramsSubstance Abuse-Maternal Opioid care plan: We have a Narcan distribution program for this patient population (Go-Live June 2025). There is an opioid care plan for maternal patients.-Transitional housing and supportive services to women with criminal history or are recovering from substance of alcohol abuse: SOLARAS is notified for assistance for mothers in recovery and in need of community resources-Medicaid in network for all-SOLARAS grant participation Screening, Outreach, Linkage and Referral at SwedishAmerican: Completed-Naloxone Education & Distribution Provider Prescribing & Feedback: Completed in Ambulatory Setting via prescription with opioid medications, SOLARAS also does training on an inpatient basis and collaborates with nursing for distribution. All MIH-MHP (Mental Health Program) Teams do this as well. The teams work closely with the Winnebago Count Health Department and an RFD MIH representative sits on the Opioid Task Force. In 2024, MIH visited over 800 residents within the community, teaching Narcan and Basic First Aid.-Peer recovery program: Completed through the SOLARAs Team. Electronic consult built in Healthlink that can be entered by CM, Nursing, Physicians, A&R. The team follows patients for up to 12 months-ED Case Management and linkage to services: SOLARAS rounds in the ED and will assist with linkage to services-Mobile Integrated Health County Grant outreach: Completed, 110 outreach organizations maintained within the program-Mobile outreach program -Integrated Health ED Adult: Completed, we have a medical and a BH program where we provide services for patients in the community. This is part of the MIH Teams role, the teams participate in community meetings such as Homeless Council, Medical Respite Program, and MH Community Collaboration Meeting.-Support Rockford Fire Department Outreach: MIH Teams round in the ED and are connected to patients through CM/SNU staff. See above for the outreach within the program.-Mobile Integrated Health Van primary care in the field -Donated van by Molina Health: 2 routine weekly venues (since 2022), 1 routine monthly venue (since 2025)-Volunteer at community events: Mobile Integrated Health Van has volunteered at 14 community events, 4 flu clinics, and have 4 more community events scheduled through July 2025 thus far. -Opioid Response Team public service announcements-Medicated Assisted Treatment: Not completed but working on a Bridge Script Program in collaboration with community partners to get patients into a MAT clinic.SAH and BEH prioritized the following significant health priorities for 2025-2028.Chronic Disease Prevention and Management -High rates of heart disease, cancer, obesity and diabetes, particularly in Winnebago County, continue to impact health outcomes. Access, Community Well-Being & Social Support -Economic instability, affordable housing shortages, food insecurity, and transportation barriers continue to impact health equity. Despite high insurance coverage (94.7%), access to care remains a challenge due to long wait times and a shortage of specialists. Mental Health and Substance Use -Mental health care access remains limited, and substance use, particularly alcohol and tobacco, is prevalent. Health Literacy & Trust in Healthcare -Disparities in healthcare trust and comprehension of medical information contribute to poor health outcomes, particularly among minority populationsThe 2025-2028 Community Health Needs Assessment (CHNA) for UW Health SwedishAmerican Hospital (SAH) and UW Health Belvidere Hospital (BEH) identifies and addresses the most pressing health challenges in Boone and Winnebago Counties. This CHNA builds upon the findings from the 2022-2025 assessment and integrates updated demographic data, health indicators, and community feedback to inform healthcare priorities and strategic planning. Chronic Conditions: -Obesity prevalence has worsened, particularly in Winnebago County, where rates increased drastically from 29.6% in 2022 to 41.75% in 2025. In Boone County, Diabetes prevalence remains high, though slightly improved. -Chronic conditions rose with age, especially: Hypertension, arthritis, obesity, and diabetes (most common in ages 4564)-Cancer and memory impairment increased among seniors-Individuals without household chronic conditions were significantly more likely to rate their health as "good or "excellent"See Line 11 continued at the end of Part V
Group A-Facility 1 -- UW Health SwedishAmerican Hospital Part V, Section B, line 16j:	The hospital's financial assistance policy is transparent and available to all, at all points in the continuum, in languages appropriate for Hospital's service area. The hospital's financial assistance policy, application form, signage, and financial counselor contact information are available in English and Spanish.Signage is posted prominently at all points of admission and registration (including the emergency department). Written information about the hospital's financial assistance policy and copies of the financial assistance form are available in admission and registration areas. The hospital's financial assistance policy, application form and financial counselor contact information are also posted on the hospital's website. The hospital will make efforts to publicize its policy in print and television media, wherever practicable. Patient billing communications also inform patients of the availability of financial assistance. Each bill, invoice, or other summary of charges to an uninsured patient includes with it, or on it, a prominent statement that an uninsured patient who meets certain income requirements may qualify for financial assistance and information on how to apply for consideration under the hospital's financial assistance policy. All third-party agents who submit or collect bills on behalf of hospital are required to follow this policy.
Group A-Facility 2 -- UW Health Belvidere Hospital Part V, Section B, line 5:	SwedishAmerican Hospital partnered with Advis, Inc. (hereinafter Advis), a third-party healthcare consulting firm, to conduct a systematic, data-driven approach to provide a CHNA for SAH and BEH that incorporated data from both qualitative and quantitative sources. Conducting this CHNA allows SAH and BEH to better understand the unique needs, concerns and priorities of the community it serves. To complete this CHNA, the Advis team and SAH/BEH leadership drew upon the 2023 Healthy Community Study conducted by the Rockford Regional Health Council and for internal information for primary data. Secondary data was collected from other agencies and organizations to provide insight into community health needs and priorities, challenges, resources, and potential solutions. Health needs were identified across all socio-economic groups, races, ethnicities, ages and genders. Special considerations were made to ensure health disparities, and the needs of medically underserved and uninsured populations were analyzed.
Group A-Facility 2 -- UW Health Belvidere Hospital Part V, Section B, line 6a:	SwedishAmerican Hospital collaborated for the purposes of completing a Community Health Needs Assessment (CHNA) for SAH and BEH. Both hospital facilities define their communities geographically in the same way, serve the same demographic and geographic areas, work with the same community organizations and strategic partners, and currently work in the same arenas for community benefit activities. Additionally, SAH and BEH are part of the same legal entity SwedishAmerican Hospital and share a leadership team and medical staff.
Group A-Facility 2 -- UW Health Belvidere Hospital Part V, Section B, line 11:	In 2022, SAH and BEH prioritized the below health needs. The following reviews the trends and progress in these areas from the 2022-2025 implementation plan.Cancer-Participation in Illinois Breast and Cervical Cancer Program -Partner with Oak Street Health to provide access to mammography and DEXA scans -Financial Counseling Programs -Medicaid in network for all -Accredited by National Accreditation Program for Breast Centers (NAPBC) from American College of Surgeons -Cancer screening services -Expand Oncology Specialty Services -24-hour connectivity for new cancer diagnosis - Meet Lung Clinic Indicators -Research Participation -Tumor Board -Volunteering at community events -Classes and support groupsObesity and Tobacco Cessation-Medicaid in network for all-Smoke Free Facility -Employee Assistance Programs for stress management -Collaborate with employers for prevention services -All patients with a primary care visit are screened for current and/or past tobacco use. -BetterLife provides tobacco cessation program for all corporate clients -Park Rx prescription for activity -Adding bariatric services -Diabetes Management Clinics -BMI is calculated at every visit automatically in Health Link -The medication management clinic added weight loss (specifically GLP1) to their program to better support patients in accessing the medication. -Volunteer at community events -Monthly Fitness Events -Utilize data to identify individuals with BMI 40+ and encourage to attend complimentary program -Distribute monthly health events calendarsPoverty and Unemployment, Access to Medical Care and Vulnerable Populations-Medicaid in network for all-Support UICOM-R Residency -Participate in insurance exchange with Blue Cross -FQHC relationships-Social workers and case management services-Mobile outreach program -Integrated Health ED Adult support Rockford Fire Department Outreach-Mobile Integrated Health Van primary care in the field for the uninsured donated van by Molina Health-Same day appointments, virtual visits, increase use of APP for primary care, and use of welcome center to get care before establishing with provider-Volunteer at community events-Monthly Fitness Events-Utilize data to identify individuals with BMI 40+ and encourage to attend complimentary program -Distribute monthly health events calendars-Hired 73 (a 29% increase) new physicians and mid-level providers to improve access to care both primary care and specialty care-Improved ED through put and reduced left without being seen and left without treatment complete-Acquired an ambulatory surgical treatment centerHeart Care-Medicaid in network for all-Smoke Free Facility-Employee Assistance Programs for stress management-Collaborate with regional health systems to provide access to cardiac care -Expansion of pediatric cardiology and addition of fetal cardiology-Development of CHF & Structural Heart Clinic-Advanced Heart Failure Clinic from UW Health Madison Cardiology-Implementation of Adult Congenital Heart Disease Clinic from UW Health Madison -Cardiology Implementation of TAVR program/implementation of minimally invasive cardiac valve replacement procedure)-Heart Healthy Public Events-Expansion of cardiology access with additional APP support-CT & MRI cardiac imaging-Cardiovascular Thoracic Surgery including minimally-Invasive robotic proceduresMaternal/Prenatal/Early Childhood Health-Birth Equity Initiative SDOH screening and link to services -Medicaid in network for all-Illinois Perinatal Quality Collaborative-Partner with Health Departments for after delivery services-Post partum follow up care coordination-Expand NICU capacity-Expand Pediatric capability-OB Laborist-OB ED-Pediatric Specialty Clinics from UW Health Madison-Volunteer at community events-Diaper Drives-Classes and support groups-Donations direct and coordinated with vendors-Baby Friendly Breast Feeding-Human Milk Donation Program-Child Life ProgramsSubstance Abuse-Maternal Opioid care plan: We have a Narcan distribution program for this patient population (Go-Live June 2025). There is an opioid care plan for maternal patients.-Transitional housing and supportive services to women with criminal history or are recovering from substance of alcohol abuse: SOLARAS is notified for assistance for mothers in recovery and in need of community resources-Medicaid in network for all-SOLARAS grant participation Screening, Outreach, Linkage and Referral at SwedishAmerican: Completed-Naloxone Education & Distribution Provider Prescribing & Feedback: Completed in Ambulatory Setting via prescription with opioid medications, SOLARAS also does training on an inpatient basis and collaborates with nursing for distribution. All MIH-MHP (Mental Health Program) Teams do this as well. The teams work closely with the Winnebago Count Health Department and an RFD MIH representative sits on the Opioid Task Force. In 2024, MIH visited over 800 residents within the community, teaching Narcan and Basic First Aid.-Peer recovery program: Completed through the SOLARAs Team. Electronic consult built in Healthlink that can be entered by CM, Nursing, Physicians, A&R. The team follows patients for up to 12 months-ED Case Management and linkage to services: SOLARAS rounds in the ED and will assist with linkage to services-Mobile Integrated Health County Grant outreach: Completed, 110 outreach organizations maintained within the program-Mobile outreach program -Integrated Health ED Adult: Completed, we have a medical and a BH program where we provide services for patients in the community. This is part of the MIH Teams role, the teams participate in community meetings such as Homeless Council, Medical Respite Program, and MH Community Collaboration Meeting.-Support Rockford Fire Department Outreach: MIH Teams round in the ED and are connected to patients through CM/SNU staff. See above for the outreach within the program.-Mobile Integrated Health Van primary care in the field -Donated van by Molina Health: 2 routine weekly venues (since 2022), 1 routine monthly venue (since 2025)-Volunteer at community events: Mobile Integrated Health Van has volunteered at 14 community events, 4 flu clinics, and have 4 more community events scheduled through July 2025 thus far. -Opioid Response Team public service announcements-Medicated Assisted Treatment: Not completed but working on a Bridge Script Program in collaboration with community partners to get patients into a MAT clinic.SAH and BEH prioritized the following significant health priorities for 2025-2028.Chronic Disease Prevention and Management -High rates of heart disease, cancer, obesity and diabetes, particularly in Winnebago County, continue to impact health outcomes. Access, Community Well-Being & Social Support -Economic instability, affordable housing shortages, food insecurity, and transportation barriers continue to impact health equity. Despite high insurance coverage (94.7%), access to care remains a challenge due to long wait times and a shortage of specialists. Mental Health and Substance Use -Mental health care access remains limited, and substance use, particularly alcohol and tobacco, is prevalent. Health Literacy & Trust in Healthcare -Disparities in healthcare trust and comprehension of medical information contribute to poor health outcomes, particularly among minority populationsThe 2025-2028 Community Health Needs Assessment (CHNA) for UW Health SwedishAmerican Hospital (SAH) and UW Health Belvidere Hospital (BEH) identifies and addresses the most pressing health challenges in Boone and Winnebago Counties. This CHNA builds upon the findings from the 2022-2025 assessment and integrates updated demographic data, health indicators, and community feedback to inform healthcare priorities and strategic planning. Chronic Conditions: -Obesity prevalence has worsened, particularly in Winnebago County, where rates increased drastically from 29.6% in 2022 to 41.75% in 2025. In Boone County, Diabetes prevalence remains high, though slightly improved. -Chronic conditions rose with age, especially: Hypertension, arthritis, obesity, and diabetes (most common in ages 4564)-Cancer and memory impairment increased among seniors-Individuals without household chronic conditions were significantly more likely to rate their health as "good or "excellent"-Cancer, arthritis, back pain, and asthma were among the most commonly reportedSee Line 11 continued at the end of Part V
Group A-Facility 2 -- UW Health Belvidere Hospital Part V, Section B, line 16j:	The hospital's financial assistance policy is transparent and available to all, at all points in the continuum, in languages appropriate for Hospital's service area. The hospital's financial assistance policy, application form, signage, and financial counselor contact information are available in English and Spanish.Signage is posted prominently at all points of admission and registration (including the emergency department). Written information about the hospital's financial assistance policy and copies of the financial assistance form are available in admission and registration areas. The hospital's financial assistance policy, application form and financial counselor contact information are also posted on the hospital's website. The hospital will make efforts to publicize its policy in print and television media, wherever practicable. Patient billing communications also inform patients of the availability of financial assistance. Each bill, invoice, or other summary of charges to an uninsured patient includes with it, or on it, a prominent statement that an uninsured patient who meets certain income requirements may qualify for financial assistance and information on how to apply for consideration under the hospital's financial assistance policy. All third-party agents who submit or collect bills on behalf of hospital are required to follow this policy.
Group A-Facility 1 -- UW Health SwedishAmerican Hospital	Part V, Section B, line 11, continuted:Heart disease is the leading cause of death in both Boone and Winnebago Counties, each with 22.91% of deathsslightly above the Illinois average (21.78%). Cancer ranks second across all geographies, though Boone (18.92%) and Winnebago (18.40%) fall just below the state average (19.21%). Notably, accidental deaths are elevated in Winnebago County (6.80%), surpassing both Boone (5.58%) and Illinois (6.08%), pointing to a need for expanded injury prevention efforts.COVID-19 remains a prominent contributor to mortality, with comparable impact across regions (56%). Boone reports a higher burden from chronic lower respiratory diseases (5.58%), while Winnebago has elevated death rates due to Alzheimer's (4.0%) and diabetes (2.98%), both higher than state averages. These patterns underscore the need for ongoing investment in chronic disease prevention, elder care services, and public health safety measures across both counties.Access to Healthcare: While nearly 80% of respondents reported seeing a primary care provider in the past year, challenges remain. Long wait times (61%), lack of specialists (30%), and affordability (21%) were cited as barriers. Key Findings:-80% of respondents saw a primary care provider in the past year-61%: Wait times too long-30%: Couldn't find a specialist-21%: Unaffordable care-94.7% had health insurance, but coverage alone did not guarantee access-Those without insurance or with limited trust in providers were more likely to report poor healthAccess to timely, affordable, and high-quality healthcare remains a critical factor influencing health outcomes across Boone and Winnebago Counties. This section explores how community members experience the healthcare systemfrom availability of primary care to insurance coverage and service barriers. Drawing on findings from the 2023 Healthy Community Study and regional data, who can get care, who cannot, and why these gaps persist is examined.Mental Health and Substance Use: -Only 67.7% of respondents reported always being able to access mental healthcare, highlighting an ongoing gap in behavioral health services. Substance use, particularly alcohol and tobacco, remains a concern. Key Findings:-Mental health concerns were most prevalent in ages 1844-Anxiety and depression were the top-reported conditions-Only 67.7% of those who needed it reported always being able to access mental health care-63.4% of non-medical cannabis users also reported household mental illness-Tobacco and alcohol use were present, with 17% of respondents reporting cigarette or tobacco useMental and behavioral health continue to emerge as pressing concerns across Boone and Winnebago Counties. Survey data reveal that many community members, particularly younger adults, are affected by mental health conditions such as anxiety, depression, and substance use disorders. Despite a high rate of insurance coverage, access to mental health services remains more limited than access to general medical care. This section examines reported behavioral health conditions, service access challenges, and patterns of tobacco, alcohol, and cannabis usehighlighting the need for expanded support and integrated behavioral health services in the region.Social Determinants of Health: -Food insecurity and access to transportation continue to impact health outcomes, particularly among lower-income populations.Key Findings:-Only 13.3% of respondents reported getting enough exercise per week-Health literacy strongly correlated with self-rated health: Those who had difficulty understanding medical information were more likely to rate their health as "fair or "poor"-Trust in medical providers varied by race: 68% of White respondents trust provider advice vs. 62% of Hispanic and 53%of Black respondents-Food assistance use correlated with worse self-reported healthHealth outcomes are shaped not only by clinical care but also by the conditions in which people live, work, and access resources. Social determinants of health (SDOH)including employment, education, transportation, food security, and trust in the healthcare systemplay a critical role in driving disparities and overall well-being. This section explores the lived experiences of community members related to these non-medical factors, with particular attention to how they intersect with self-reported health and healthcare access.Group A-Facility 2 -- UW Health Belvidere HospitalPart V, Section B, line 11, continuted:Heart disease is the leading cause of death in both Boone and Winnebago Counties, each with 22.91% of deathsslightly above the Illinois average (21.78%). Cancer ranks second across all geographies, though Boone (18.92%) and Winnebago (18.40%) fall just below the state average (19.21%). Notably, accidental deaths are elevated in Winnebago County (6.80%), surpassing both Boone (5.58%) and Illinois (6.08%), pointing to a need for expanded injury prevention efforts.COVID-19 remains a prominent contributor to mortality, with comparable impact across regions (56%). Boone reports a higher burden from chronic lower respiratory diseases (5.58%), while Winnebago has elevated death rates due to Alzheimer's (4.0%) and diabetes (2.98%), both higher than state averages. These patterns underscore the need for ongoing investment in chronic disease prevention, elder care services, and public health safety measures across both counties.Access to Healthcare: While nearly 80% of respondents reported seeing a primary care provider in the past year, challenges remain. Long wait times (61%), lack of specialists (30%), and affordability (21%) were cited as barriers. Key Findings:-80% of respondents saw a primary care provider in the past year-61%: Wait times too long-30%: Couldn't find a specialist-21%: Unaffordable care-94.7% had health insurance, but coverage alone did not guarantee access-Those without insurance or with limited trust in providers were more likely to report poor healthAccess to timely, affordable, and high-quality healthcare remains a critical factor influencing health outcomes across Boone and Winnebago Counties. This section explores how community members experience the healthcare systemfrom availability of primary care to insurance coverage and service barriers. Drawing on findings from the 2023 Healthy Community Study and regional data, who can get care, who cannot, and why these gaps persist is examined.Mental Health and Substance Use: -Only 67.7% of respondents reported always being able to access mental healthcare, highlighting an ongoing gap in behavioral health services. Substance use, particularly alcohol and tobacco, remains a concern. Key Findings:-Mental health concerns were most prevalent in ages 1844-Anxiety and depression were the top-reported conditions-Only 67.7% of those who needed it reported always being able to access mental health care-63.4% of non-medical cannabis users also reported household mental illness-Tobacco and alcohol use were present, with 17% of respondents reporting cigarette or tobacco useMental and behavioral health continue to emerge as pressing concerns across Boone and Winnebago Counties. Survey data reveal that many community members, particularly younger adults, are affected by mental health conditions such as anxiety, depression, and substance use disorders. Despite a high rate of insurance coverage, access to mental health services remains more limited than access to general medical care. This section examines reported behavioral health conditions, service access challenges, and patterns of tobacco, alcohol, and cannabis usehighlighting the need for expanded support and integrated behavioral health services in the region.Social Determinants of Health: -Food insecurity and access to transportation continue to impact health outcomes, particularly among lower-income populations.Key Findings:-Only 13.3% of respondents reported getting enough exercise per week-Health literacy strongly correlated with self-rated health: Those who had difficulty understanding medical information were more likely to rate their health as "fair or "poor"-Trust in medical providers varied by race: 68% of White respondents trust provider advice vs. 62% of Hispanic and 53%of Black respondents-Food assistance use correlated with worse self-reported healthHealth outcomes are shaped not only by clinical care but also by the conditions in which people live, work, and access resources. Social determinants of health (SDOH)including employment, education, transportation, food security, and trust in the healthcare systemplay a critical role in driving disparities and overall well-being. This section explores the lived experiences of community members related to these non-medical factors, with particular attention to how they intersect with self-reported health an

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?38
Name and address		Type of Facility (describe)
1	1 - UW Health Carbone Cancer Center Rockford 3535 N Bell School Road Rockford,IL61073	Outpatient Clinic
2	2 - UW Health Women and Children's Hospital 1350 Charles Street Rockford,IL61104	Outpatient Clinic
3	3 - SwedishAmerican CVT and Heart Institute 1340 Charles Street Suite 300 Rockford,IL61104	Outpatient Clinic
4	4 - Breast Health Center 1340 Charles Street Suite 201 Rockford,IL61104	Outpatient Clinic
5	5 - Orthopedic and Sports Therapy 8451 Orth Road Loves Park,IL61111	Outpatient Clinic
6	6 - UW Health Roscoe Clinic 4282 E Rockton Road Roscoe,IL61073	Outpatient Clinic
7	7 - UW Health N Bell School Rd Medical Cente 3505 N Bell School Road Rockford,IL61114	Outpatient Clinic
8	8 - Lundholm Orthopedics & Podiatry 1340 Charles Street Suite 100 Rockford,IL61104	Outpatient Clinic
9	9 - Wound Care & Hyperbaric Clinics 1415 E State Street Ste 101 609 Rockford,IL61101	Outpatient Clinic
10	10 - Physical Therapy Center 209 9th Street Suite 201 Rockford,IL61104	Outpatient Clinic
11	11 - Neurology and Headache Center 1340 Charles Street Suite 400 Rockford,IL61104	Outpatient Clinic
12	12 - UW Health Surgery at SwedishAmerican 209 9th Street Ste 200 Rockford,IL61104	Outpatient Clinic
13	13 - SAMG Obstetrics & Gynecology 7180 Springbrook Road Ste 200 Rockford,IL61104	Outpatient Clinic
14	14 - UW Health N Alpine Rd Clinic 1253 N Alpine Road Rockford,IL61107	Outpatient Clinic
15	15 - Rockford Vascular Surgery 209 9th Street Ste 200 Rockford,IL61104	Outpatient Clinic
16	16 - UW Health Belvidere Clinic 1700 Henry Luckow Lane Belvidere,IL61008	Outpatient Clinic
17	17 - UW Health N Mulford Rd Urgent Care 3775 N Mulford Road Rockford,IL61114	Outpatient Clinic
18	18 - UW Health 2909 N Main St Clinic 2909 N Main Street Rockford,IL61103	Outpatient Clinic
19	19 - UW Health Newburg Road Clinic 6824 Newburg Road Rockford,IL61108	Outpatient Clinic
20	20 - SwedishAmerican Home Health Care 2550 Charles Street Rockford,IL61108	Home Health Care
21	21 - UW Health Villagreen View Clinic 6861 Villagreen View Rockford,IL61107	Outpatient Clinic
22	22 - Pediatric Therapy and Adult Speech Ther 209 9th Street Suite 302 Rockford,IL61104	Outpatient Clinic
23	23 - UW Health Byron Clinic 220 W Blackhawk Drive Byron,IL61010	Outpatient Clinic
24	24 - UW Health 2404 Charles St Clinic 2404 Charles Street Rockford,IL61108	Outpatient Clinic
25	25 - UW Health Davis Junction Clinic 5665 North Junction Way Davis Junction,IL61020	Outpatient Clinic
26	26 - Woodward Health Center 2473 McFarland Road Rockford,IL61107	Outpatient Clinic
27	27 - RPS 205 Employee Health Center 2473 McFarland Road Rockford,IL61107	Outpatient Clinic
28	28 - Pulmonology Clinic 1340 Charles St Suite 405 Rockford,IL61104	Outpatient Clinic
29	29 - UW Health Marchesano Dr Clinic 815 Marchesnano Drive Rockford,IL61102	Outpatient Clinic
30	30 - UW Health Rochelle Clinic 380 IL Route 30 East Rochelle,IL61107	Outpatient Clinic
31	31 - Rockford Ambulatory Surgery Center 1016 Featherstone Road Rockford,IL61107	Ambulatory Surgery Center
32	32 - Partners Clinic 2601 N Main Street Rockford,IL61103	Employer Based Clinic
33	33 - District 100 Wellness Center 1320 East Ave Belvidere,IL61008	Employer Based Clinic
34	34 - Diabetes Self-Management Center 1415 E State Street Suite 700 Rockford,IL61104	Outpatient Clinic
35	35 - Infectious Disease Consultants 1340 Charles Street Suite 404 Rockford,IL61104	Outpatient Clinic
36	36 - Winnebago County Employee & Family Welln 526 W State Street Rockford,IL61107	Employer Based Clinic
37	37 - Woodward Occupational Health Rock Cut 1 Woodward Way Loves Park,IL61111	Employer Based Clinic
38	38 - Woodward Occup Health Loves Park 5001 N 2nd Street Loves Park,IL61111	Employer Based Clinic

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
Part I, Line 7g:	The following subsidized health services are for physicians. These physicians are necessary to serve the community, are difficult to recruit, and the reimbursement does not cover the cost of the services.Hospital based physicians' specialty clinics and coverage payments: $39,087,321Emergency department physicians: $9,931Total: $39,097,252
Part I, Ln 7 Col(f):	The bad debt expense on Part IX, Column A subtracted for the purpose of calculating the percentage of expense is $21,194,775.
Part I, Line 7:	7a and 7f costs were calculated using the 2025 Medicare cost report cost to charge ratio. Lines 7b and 7c costs were calculated using the cost accounting system. The cost accounting system addresses all patient segments. All other amounts in Line 7 were calculated using direct costs.
Part III, Line 2:	Methodology for determining bad debt expense: It is our practice to identify, to the extent possible, charity cases at the time of service. If a patient provides documentation they meet our charity care policy, they are not sent to collection. Patients who do not meet presumptive eligibility and fail to apply or provide documentation are sent to collection after 90 days. The organization and its agents follow the fair patient billing act. If during the collection process we or our agents become aware of a patient qualifying for charity care or financial assistance and the patient cooperates with the requirements of the charity care policy, collection efforts are ceased and the account is written off to charity. Bad debt expense reported on line 2 represents the allowance for doubtful accounts. It is determined based on historical experience of uncollectible amounts, after contractual discounts, patient payments and amounts qualifying under charity assistance policy.
Part III, Line 3:	As of January 2025, UW Health SwedishAmerican Hospital's charity policy allows a 100% charity write-off for those with household income of 300% or less of the federal poverty level and partial charity write-off for those up to 600% of the poverty level. The latest data from the 2025 U.S. Census bureau QuickFacts for Winnebago and Boone counties, which are the counties served by the healthcare facilities, indicates the following: Winnebago County 14.7% of the population is below the poverty level, the median household income was $64,363 and a household size 2.42, Boone County 10.8% of the population is below the poverty level, the median household income was $81,638 and a household size of 2.77. The 2025 poverty guidelines per the Office of Assistant Secretary for Planning and Evaluation, (https://aspe.hhs.gov/poverty-guidelines) indicate for the household size of 3, and income of $79,950 is 300% of the poverty level and $159,900 is 600% of the poverty level. Approximately 86% of our charity write-offs are for patients without insurance while 67% of our bad debt write-offs are for patients without insurance. During FY 2025, 18% of all accounts written off to bad debt were recovered. This portion was not included as community benefit in Part I because it is an estimate based on the small percentage of bad debt this is recovered and the demographics of our service area.
Part III, Line 4:	Please refer to Page 10 of the attached audit report for footnotes describing accounts receivable and patient service revenue.
Part III, Line 8:	SA Hospital must treat patients regardless of their ability to pay. The government sets non-negotiable Medicare rates and the reimbursement from Medicare has not kept pace with the rising cost of providing those services. The cost of care has increased due to: wages and benefits necessary to keep high demand skilled practitioners, medical supplies in particular cardiovascular and orthopedic implants and pharmaceuticals, malpractice insurance costs, and capital equipment. SA Hospital's treatment of Medicare beneficiaries relieves the federal government burden of directly providing medical care which by law they are required to provide to eligible beneficiaries. Due to the requirement to provide care and the inability of Medicare reimbursement to keep pace with the cost of providing services, we feel the loss from services provided to Medicare beneficiaries is a part of our mission and is a benefit to our community. The following is a reconciliation of the shortfall from Medicare reported on the cost report on Line 7 to the Medicare shortfall from all of the Medicare programs at SA Hospital. These shortfalls were calculated using the cost to charge ratio. Medicare shortfall hospital programs Part III, line 7: $(26,030,365)Medicare shortfall physician programs: $(52,674,429)Total Medicare Shortfall: $(78,704,795)
Part III, Line 9b:	The organization and its agents follow the fair patient billing act. If during the collection process we or our agents become aware of a patient qualifying for charity care of financial assistance and the patient cooperates with the requirements of the charity care policy, collection efforts are ceased.
Part VI, Line 2:	Process and Methodology-This CHNA used a structured approach to gather and analyze community health data.-The process combined both quantitative and qualitative methods.-Advis reviewed previous CHNAs and local progress reports to guide project design.-Data sources included local, state, and national public health datasetsReview of Data Sources-Public Data was sourced from the US Census, HRSA, CDC Wonder, and other resources where noted.-Data spanned topics like socioeconomic status, access to care, and health outcomes.-The most recently available data was used to reflect current needs and challenges in Boone and Winnebago Counties.-SAH & BEH internal data was also incorporated for added insight where applicableHealth Community Study Overview-SwedishAmerican partnered with the Rockford Regional Health Council (RRHC) to conduct community input.-The 2023 Healthy Community Study gathered 548 survey responses, 84.3% percent lived in Winnebago County and 15.7% lived in Boone County.-Respondents included a diverse cross-section of community members including members of medically underserved, low-income, and minority populations.-Survey distribution included paper and digital formats in both English and Spanish.Survey Sample and Reach-Surveys reached residents via housing authorities, school districts, and food banks.-Community-based organizations helped promote survey participation.-Respondents represented varied income levels, family structures, and geographic areas.-Social media and direct outreach methods were also used.Analysis Approach-Analyzed health indicators and social determinants using secondary data sources.-Community-level data were compared to state and national benchmarks.-Internal SAH and BEH data (e.g., service utilization, patient origin, payer mix) supplemented the analysis where applicable.-Findings from the 2023 Healthy Community Study were used to validate trends and identify gaps.-Quantitative results were paired with qualitative insights to guide interpretation.
Part VI, Line 3:	For services provided in the hospital, our employees and our agents follow the fair patient billing act and provide information regarding the availability of charity and financial assistance at all points during the collection process. We have posted signage disclosing the availability of charity care and financial assistance in emergency rooms and on our website. Inpatients are provided various written communications regarding the availability of charity care and financial assistance and any uninsured discount eligibility. For services provided in physician offices, financial counselors are instructed to make the patients aware of the charity care and financial assistance policy during the collection process and educate them on the process of applying for Medicaid. For services provided by home health, social workers assist patients by screening for Medicaid eligibility and completing the application, completing charity care application, assisting in applying for Medicare and social security disability benefits, and assisting with applications for food stamp, low income energy assistance, and circuit breaker/Illinois cares prescription programs.
Part VI, Line 4:	UW Health Northern IllinoisFounded in Rockford, Illinois in 1911, the SwedishAmerican Health System has a rich tradition in the Rock River Valley of being committed to caring for the community. Since 2015, when SwedishAmerican became a division of UW Health, that involvement has continued as we worked together to provide remarkable patient care. Serving residents of 12 counties in northern Illinois and southern Wisconsin, the UW Health Northern Illinois system includes: UW Health SwedishAmerican Hospital; UW Health Women and Children's Hospital; UW Health Heart Hospital; UW Health Belvidere Hospital; Carbone Cancer Center Rockford; a large network of primary care and multi-specialty clinics; a home health care agency; and a full spectrum of outpatient, wellness and education programs. Recognized nationally for quality and excellence, UW Health SwedishAmerican Hospital has won many national awards, including designation as a 100 Top Hospital, a Magnet-designated hospital and a J.D. Power and Associates Distinguished Hospital. UW Health in northern Illinois also ranked fifth in Illinois on Forbes List of Best in State Employers.Community DescriptionFor more than 100 years, Rockford (Winnebago County) and Belvidere (Boone County) Illinois have been known as a major industrial manufacturing center of machine tools, industrial fasteners, automotive parts, and aerospace components. Since the 1980s the area has struggled economically due to the closure of many local manufacturing companies. Although the economy is more diversified now, the region remains heavily dependent on manufacturing. In addition, in 1989, public school students from Winnebago County filed a class action lawsuit against the Rockford Board of Education alleging that their constitutional rights had been violated by racial discrimination in the assignment of schools and classes in the district. In result of the federal lawsuit, the school district was placed under federal supervision for 12 years. These two major events have had a significant impact on the local economy and social determinants of health for residents. Located approximately 85 miles northwest of Chicago, as noted from our most recent Community Health Needs Assessment (2025-2028), Boone and Winnebago Counties have a combined population exceeding 336,000. Notably, poverty rates have increased in both counties, reaching 10.5% in Boone County and 16% in Winnebago County. Unquestionably, these dynamics have impacted healthcare in the community. Community surveys have identified coronary heart disease, obesity, cancer, prenatal care, depression, tobacco usage and substance use as major healthcare issues in our market.UW Health's Vision for a Healthier Community Community ChallengesPrepared by the Rockford Regional Health Council and Region 1 Planning Council, the 2023 Healthy Community Study provides in-depth data analysis and a community survey on the quality of life in the Rockford/Belvidere area to create and implement strategies to improve the lives of all residents. Key findings within the study include: -Chronic Conditions: Obesity prevalence is rising, particularly in Winnebago County, where rates increased drastically from 29.6% in 2022 to 41.75% in 2025. In Boone County, diabetes prevalence remains high, though slightly improved. -Access to Health care: While nearly 80% of surveyed respondents reported seeing a primary care provider in the past year, challenges remain. Long wait times (61%), lack of specialists (30%), and affordability (21%) were cited as barriers. -Mental Health and Substance Use: Only 67.7% of respondents reported always being able to access mental healthcare, highlighting an ongoing gap in behavioral health services. Substance use, particularly alcohol and tobacco, remains a concern.- Social Determinants of Health: Food insecurity and access to transportation continue to impact health outcomes, particularly among lower-income populations. Defining the Community Service Area Defining the CSA is a critical first step in the CHNA process, as it establishes the geographic and demographic boundaries for the assessment and informs targeted strategies for improving health outcomes. For SAH and BEH, the community defined in this assessment includes Boone and Winnebago Counties in Northern Illinois. Understanding the makeup of this community is essential, as population characteristics such as age, race, ethnicity, income, and education levels have a direct influence on health status and healthcare needs. Different populations may face unique barriers to care or experience disparities that require tailored interventions. The following section provides a demographic overview of Boone and Winnebago Counties to ground the assessment in the context of the people it serves. Boone and Winnebago counties consist of 33 total zip codes. SAH and BEH determined a majority of its patients resided in one of the Boone or Winnebago county zip codes. Community ProfileThe total population of Boone County is 53,316 and the population of Winnebago County is 283,289. This population age distribution chart shows that Boone County has a higher percentage of youth under age 18 (28%) compared to both Winnebago County (24.2%) and the state of Illinois (22.1%). Conversely, Winnebago County has a slightly higher proportion of older adults (65+) at 18.2%, exceeding both Boone (16.4%) and the state average (16.6%). These trends highlight the importance of tailoring health to meet the needs of both a growing youth population in Boone County and an aging population in Winnebago County.PopulationThe majority of the population in Boone County identified as White (68.92%). The next largest races are Hispanic (24.9) and 2+ races (3.01%) The majority of the population in Winnebago County identified as White (64.78%) followed by Hispanic (14.98%) and Black (13.55%).LanguageBoone County reports approximately 40,400 individuals who speak only English, while Winnebago County reports roughly 226,800 individuals who only speak English. This language data indicates that Boone County has a significantly higher proportion of Spanish-speaking residents (17.1%) compared to Winnebago County (9.9%), Illinois (13.9%), and the U.S. overall (13.4%). While the majority of residents in both counties speak only English at home (Boone: 80%, Winnebago: 85.3%), the presence of non-Englishspeaking populationsparticularly Spanish speakersunderscores the need for multilingual services and culturally appropriate outreach strategies in healthcare and community programming.PovertyThis data reveals a notable disparity in poverty rates and income between Boone and Winnebago Counties. Winnebago County has a significantly higher total poverty rate (16%) compared to Boone County (10.5%), with especially elevated rates among children under 18 (24.2%). Boone County's median household income ($81,683) closely aligns with the state average, while Winnebago's ($64,363) falls well below. These figures highlight the need for targeted economic support and youth-focused interventions in Winnebago County to address income inequality and child poverty.Poverty is defined as the percent of low-income residents living below 300% of the Federal Poverty Level in the county. Both Boone and Winnebago counties see a significantly higher penetration of low-income residents vs. the penetration of low-income residents across the state.Median Household Income The median household income data highlights significant racial and geographic disparities within Boone and Winnebago Counties. In Boone County, Black households report the highest median income ($109,643), which is notably higher than other groups. In contrast, Black households in Winnebago County have the lowest median income at $34,402less than half of the county's White median income. Across both counties, Hispanic/Latino and multiracial households consistently earn below the state and national medians, underscoring the need to address income inequality as part of broader social determinant interventions.EducationEducational attainment in Boone and Winnebago Counties trails behind both state and national averages, particularly at the bachelor's degree level. While over 85% of adults in both counties have at least a high school diploma, only 23.2% in Boone and 24.6% in Winnebago hold a bachelor's degree or highercompared to 37.2% in Illinois and 35.0% nationally. These gaps in higher education attainment may contribute to disparities in income, employment opportunities, and overall health outcomes, highlighting a key area for long-term investment.
Continued:	Area Metrics vs. National BenchmarksComparison of Rockford's utilization and outcomes metrics to national benchmarks and reveals that while the emergency department (ED) visit rate per 1,000 beneficiaries in Rockford (577) is nearly identical to the national rate (576), the hospital readmission rate is notably higher19.1% in Rockford compared to 17.8% nationally. This suggests opportunities to strengthen care transitions and post-discharge support systems in the Rockford region to help reduce avoidable readmissions and improve overall care quality.
Part VI, Line 5:	Making a DifferenceAlthough UW Health's community service efforts reach a broad segment of the population throughout northern Illinois, the hospital devotes a great deal of its energy and resources to serving the city's most vulnerable people, many of whom live in the urban core where SwedishAmerican Hospital is located. Our organization contributes millions of dollars to charity and Medicaid care each year. Recognizing that healthy communities are characterized by strong interconnections between residents, infrastructure, organizations and services, we have worked in partnership with other community-based organizations as part of the non-profit Rockford Health Council Inc. The council seeks to build and improve community health through education, action, dialogue and legislative activity and serve as a catalyst and coordinator for agency and individual action to ensure access, cost effectiveness and quality. Beyond our work with the council, some of our initiatives take place in concert with other individual community organizations and healthcare providers, while others are carried out by UW Health teams. Beyond large-scale, organization-led initiatives, our employees devote time and resources to many programs, services and activities throughout northern Illinois.Community Benefits Plan SummaryUW Health SwedishAmerican Hospital's Community Benefits Plan is focused on five objectives:1. Community Contributions2. Community Safety3. Heart Health4. Career Pathways5. Mobile Health Unit & Mobile Integrated HealthInitiatives designed to meet these objectives are on the following pages. Together, they illustrate our concerted effort to make improvements in the lives of residents at every life stage and income level. These programs reach young children, the elderly and underserved, people who are at risk for chronic diseases and healthcare professionals.
Part VI, Line 6:	Community ContributionsUW Health gives back directly to local non-profit organizations serving community members' greatest needs. Our strongest partnerships are with organizations aligned with our community health improvement priorities, addressing social determinants of health, and providing crucial health services. In fiscal year 2025, we donated $350,000 locally. Key contributions include:-$20,000 to the Crusader Community Health, the local federally qualified health center. Crusader is a valuable partner to UW Health and serves some of the most vulnerable people in our community-$20,000 to the Northern Illinois Foodbank who recently opened a new 30,000-square-foot Northwest Center & Neighborhood Market to meet the needs of residents facing food insecurity-$11,000 to YWCA Northwestern Illinois. The YWCA offers a wide variety of programs and services aligned with UW Health's priorities, and the two organizations continue to grow a partnership-$10,000 to the University of Illinois College of Medicine Rockford. UW Health partners with the College of Medicine to develop the future of the healthcare workforce-$10,000 to KFACT (Keeping Families and Communities Together) who provides holistic mentoring and positive youth development to break the cycle of poverty-$10,000 to Remedies which provides critical and often lifesaving services to adults struggling with addiction and to victims of domestic violence and human trafficking and their children or vulnerable family members-$10,000 to Rock Valley College to provide scholarships to local students for the lifetime of the College-$8,500 to Carpenter's Place, a local organization serving people experiencing homelessness. Their services include a day shelter, case management, employment training, housing assistance, and more to help people get the stability they need to obtain and maintain permanent housing-$6,500 to the Family Peace Center, a centralized multi-agency service center for adults and child survivors of interpersonal violence-$6,500 to Marshmallow's Hope, which provides mental health counseling, suicide prevention and education, and survivors therapy services-$5,000 to Family Counseling Services, which provides accessible, professional counseling and mental health care to families in our region-$5,000 to Rockford Promise, which provides college scholarships and ongoing support to ensure that graduates from the Rockford Public School district have a clear path to the college or career training program of their choice-$5,000 to Rosecrance. UW Health has a long history of supporting their work addressing mental health and substance use. Their services which provide the path people need to successfully manage their recovery are needed more than ever.-$5,000 to The Haven Network, which provides critical services to families facing the loss of an infant. UW Health's Women & Children's Services team work closely with The Haven and connect patients with their services-$5,000 to the Boys and Girls Club of Rockford. This unrestricted contribution helps the club continue to offer critical afterschool programs, educational support, character and leadership training, career exploration and more. The club is a safe, trusted place for youth to go outside of school-$5,000 to the Rockford Area Habitat for Humanity which is dedicated to building homes, neighborhoods, and lives through improved housing opportunity. Habitat for Humanity builds new affordable homes; provides low or no interest mortgage loans for homeowners; and provides critical home repairs which help remedy dangerous safety issues and would otherwise be unaffordable to many residentsCommunity SafetyStrangulation Task ForceUW Health SwedishAmerican Hospital is proud to be a member of Rockford's cross sector "Strangulation Task Force" which has created a Coordinated Community Response to Strangulation Protocol. This protocol details our community's unified, collaborative response to non-fatal strangulation in intimate partner violence cases. As noted by Laura Maher, Director of Communication & Strategic Initiatives for the City of Rockford, "(t)he protocol details coordinated response procedures for emergency telecommunicators, EMTs, emergency room staff, law enforcement, prosecutors, advocates, and pediatric specialists, ensuring that every survivor receives consistent, evidence-based care and support from the moment of crisis through investigation and recovery." UW Health Kids Safety DayUW Health hosts an annual Kids Safety Fair on the campus of UW Health SwedishAmerican Hospital. This family centered event is open to the public and brings together more than 50 local agencies to provide a variety of childhood safety education opportunities including a bike rodeo, poison safety, sleep safety stations, car seat checks, CPR and more. Heart HealthUW Health hosted the community event "Exploring Cardiovascular Health Together" which included live cooking demonstrations from a local chef and an open Q&A from our cardiovascular physicians. Career PathwaysRPS 205 shadow weekUW Health participated in a job shadowing opportunity in coordination with Rockford Public Schools. Students from RPS 205 high schools had the incredible opportunity to step into the real world of healthcare through job shadowing experiences with local professionals. These students are part of the Health Academy, which is designed for those interested in taking care of people, studying science, exploring laboratory work, learning about cells and DNA, medicine, human anatomy, and medical terminology.The Health Academy offers three exciting pathways:-Biomedical/Lab Sciences-Health & Wellness-Nursing/Pre-MedStudents spent time learning alongside experts in these fields, getting a close-up look at the careers they may one day pursue. These real-world experiences help bring classroom lessons to life and show students how their interests can lead to rewarding careers.Pharmacy Tech Summer Internship ProgramThe only one of its kind in Illinois, UW Health Pharmacy Intern program is designed to introduce pharmacy students to the roles and responsibilities of all health-system pharmacists and residents. Students work alongside with pharmacists, residents, technicians and pharmacy students to provide optimal patient care. Knowledge and skills attained from this internship will provide distinct advantages for students transitioning into APPE-RT, residency training or pursuing other careers within pharmacy. In a partnership with Harlem High School and the Workforce Connection, we hosted 12 Harlem High School seniors to participate in didactic and clinical rotations where they can observe and receive invaluable experience.RPS 205 Academy ExpoRockford Public Schools freshmen participated in the 2024 RPS Academy Expo on October 16 at the Indoor Sports Center in Loves Park. Students were provided the opportunity to explore and engage with numerous employers across various industries within the community. UW Health in northern Illinois represented this year's Expo with two booths where students could learn first-hand about UWNI's pharmacy and nursing departments. UWNI employees created interactive displays and provided engaging industry information to illustrate the variety of career paths available within the health system.Mobile Health UnitUW Health is determined to meet the access needs of our community. Staffed with a volunteer paramedic and nurse, the Mobile Health Unit (MHU) provides non-urgent medical care and support services including preventive care, vaccine clinics, basic first aid, sports physicals, car seat safety checks, bicycle safety, health education materials, naloxone training and distribution, and medication management support. The MHU visits patients weekly at the Shelter Care Jubilee Center, Carpenter's Place, and monthly at the Salvation Army. The MHU is also a regular at community events including Alignment Rockford's Week of the Young Child, Jeremiah Development's Unity in the Community, and Rockford Police Department's National Night Out.Mobile Integrated Health Mental Health Unit The UW Health Rockford Fire Mobile Integrated Health - Mental Health program (MIH - MHP) is a collaborative effort between the UW Health Swedish American and the Rockford Fire Department to provide immediate on-scene mental health crisis intervention. This evidence-based program targets individuals who frequently use emergency services for non-police related mental health issues or have had repeated hospitalizations due to their condition. The Mobile Integrated Health Program assists patients in the local area with Mental Health and Chronic Disease Management. The team consists of four MIH Managers who are paired with four UW Health SwedishAmerican staff members.
Part VI, Line 7:	SA Hospital files a community benefit report with the Illinois Attorney General.

Schedule H (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

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

Schedule I
(Form 990)
(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
SwedishAmerican Hospital

Employer identification number
36-2222696

Part I

General Information on Grants and Assistance

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

Yes No

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

Part II

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

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

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

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

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

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

Cat. No. 50055P

Schedule I (Form 990) 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
Part I, Line 2:	SwedishAmerican Hospital has enterened into an agreement with the City of Rockford to provide EMS training and also provides funding for one paramedic for the Mobile Integrated Healthcare Program.

Schedule I (Form 990) Rev. 1-2025

Additional Data

Software ID:
Software Version:

- 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

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I

Questions Regarding Compensation

Yes

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

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

Travel for companions Payments for business use of personal residence

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

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

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

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

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

Yes

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Cat. No. 50053T

Schedule J (Form 990) (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)
1Peter D Newcomer MD MMM Trustee	(i) (ii)	0 ------------- 857,230	0 ------------- 506,753	0 ------------- 649,382	0 ------------- 275,370	0 ------------- 1,428	0 ------------- 2,290,163	0 ------------- 649,382
2Travis Andersen President & CEO	(i) (ii)	763,703 ------------- 0	272,187 ------------- 0	444,585 ------------- 0	137,588 ------------- 0	59,835 ------------- 0	1,677,898 ------------- 0	387,533 ------------- 0
3Eric Xanthopoulos MD Physician	(i) (ii)	1,152,513 ------------- 0	0 ------------- 0	0 ------------- 0	19,004 ------------- 0	35,543 ------------- 0	1,207,060 ------------- 0	0 ------------- 0
4Mohamed Zeater MD Physician	(i) (ii)	1,083,022 ------------- 0	6,997 ------------- 0	0 ------------- 0	16,500 ------------- 0	38,788 ------------- 0	1,145,307 ------------- 0	0 ------------- 0
5Carey Gehl Trustee	(i) (ii)	0 ------------- 653,425	0 ------------- 285,886	0 ------------- 949	0 ------------- 143,334	0 ------------- 44,876	0 ------------- 1,128,470	0 ------------- 0
6Merat Karbasian-Esfahani Physician	(i) (ii)	888,224 ------------- 0	0 ------------- 0	116,998 ------------- 0	0 ------------- 0	38,838 ------------- 0	1,044,060 ------------- 0	0 ------------- 0
7Joycelyn Speight Physician	(i) (ii)	936,259 ------------- 0	0 ------------- 0	3,450 ------------- 0	0 ------------- 0	16,399 ------------- 0	956,108 ------------- 0	0 ------------- 0
8Egon Doppenberg Physician	(i) (ii)	890,761 ------------- 0	0 ------------- 0	61,250 ------------- 0	0 ------------- 0	2,075 ------------- 0	954,086 ------------- 0	0 ------------- 0
9Patricia DeWane VP, CFO, & Treasurer	(i) (ii)	411,023 ------------- 0	98,999 ------------- 0	189,956 ------------- 0	58,432 ------------- 0	15,584 ------------- 0	773,994 ------------- 0	186,230 ------------- 0
10Timothy Flynn MD President, SA Medical Group	(i) (ii)	479,252 ------------- 0	119,842 ------------- 0	7,128 ------------- 0	65,176 ------------- 0	40,292 ------------- 0	711,690 ------------- 0	0 ------------- 0
11James Cole DO VP Medical Affairs/CMO	(i) (ii)	0 ------------- 311,464	0 ------------- 103,647	0 ------------- 0	0 ------------- 102,536	0 ------------- 55	0 ------------- 517,702	0 ------------- 0
12Michael Polizzotto Former CMO/CMIO	(i) (ii)	424,156 ------------- 0	0 ------------- 0	0 ------------- 0	19,965 ------------- 0	34,084 ------------- 0	478,205 ------------- 0	0 ------------- 0
13Rosa Jeschke VP Human Resources	(i) (ii)	273,354 ------------- 0	66,238 ------------- 0	84,234 ------------- 0	25,128 ------------- 0	13,201 ------------- 0	462,155 ------------- 0	76,716 ------------- 0
14Sal Ababneh COO & President of UWNI Hospitals	(i) (ii)	315,704 ------------- 0	0 ------------- 0	4,802 ------------- 0	42,526 ------------- 0	67,295 ------------- 0	430,327 ------------- 0	0 ------------- 0
15Allen D Williams MD Trustee	(i) (ii)	332,626 ------------- 0	7,726 ------------- 0	3,278 ------------- 0	26,400 ------------- 0	39,067 ------------- 0	409,097 ------------- 0	0 ------------- 0
16Julia Zimmerman VP Strategic Growth	(i) (ii)	258,577 ------------- 0	63,519 ------------- 0	3,398 ------------- 0	39,809 ------------- 0	35,107 ------------- 0	400,410 ------------- 0	0 ------------- 0
17Christopher Carter VP Operations & Org Mgmt	(i) (ii)	255,243 ------------- 0	25,971 ------------- 0	0 ------------- 0	11,480 ------------- 0	11,086 ------------- 0	303,780 ------------- 0	0 ------------- 0
18Anna Taylor Former VP Patient Svcs/CNO	(i) (ii)	67,872 ------------- 0	0 ------------- 0	198,309 ------------- 0	21,678 ------------- 0	384 ------------- 0	288,243 ------------- 0	0 ------------- 0
19Deanna Berg Int. VP Pt. Svcs/CNO (until 9/30/24)	(i) (ii)	204,203 ------------- 0	23,513 ------------- 0	0 ------------- 0	3,502 ------------- 0	23,195 ------------- 0	254,413 ------------- 0	0 ------------- 0
20Patrick Lundquist VP Clinics	(i) (ii)	123,593 ------------- 0	0 ------------- 0	13,890 ------------- 0	17,720 ------------- 0	12,995 ------------- 0	168,198 ------------- 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

Part I, Line 3

All compensation is determined by the Executive Compensation Committee of SwedishAmerican Health System Corporation and is paid by SwedishAmerican Hospital. All compensation decisions are made by independent persons. With respect to the President & CEO and other Officers, SwedishAmerican Health System Corporation follows a compensation approval procedure annually that involves approval of proposed and final compensation arrangements by SwedishAmerican Health System Corporation's Executive Compensation Committee using comparability data, as well as contemporaneous documentation of compensation decisions in the minutes.

Part I, Lines 4a-b

Severance payments during 2024 include: Anna Taylor - $198,309;. These payments are reported as taxable compensation on Part II, column (B)(iii). Contributions to the 457(f) plan during 2024 include: Travis Andersen - $129,008; Faisal Ababneh - $36,776; Timothy Flynn MD - $38,776; Patricia DeWane - $32,032; Julia Zimmerman - $20,552; Rosa Jeschke - $21,432; Patrick Lundquist - $17,720; James Cole - $33,536; Christopher Carter - $11,480; Anna Taylor - $16,140; Kristie Geil - $18,900; Carey Gehl - $116,424; Peter Newcomer - $206,370. Payments from the 457(f) plan during 2024 include: Travis Andersen - $387,533; Patricia DeWane - $186,230; Rosa Jeschke - $76,716; Peter Newcomer - $649,382. These payments are reported as taxable income on Part II, column (B) (iii). Part II, Column F: The amounts shown in column F were reported as deferred compensation in prior years but paid out in the current year. The amounts are also included in column (B) (iii).

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

Additional Data

Software ID:
Software Version:

- TIN:

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

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

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

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
SwedishAmerican Hospital

Employer identification number
36-2222696

Part Ⅰ

Bond Issues

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

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	5,670,000		5,270,000		8,578,772		363,493
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	8,820,000		8,370,000		125,733,091		63,918,493
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	130,297				913,330		363,493
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............					124,819,761
11 Other spent proceeds .............	8,820,000		8,370,000				63,555,000
12 Other unspent proceeds .............
13 Year of substantial completion .............	2010		2010		2021		2007
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X		X			X	X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

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

Cat. No. 50193E

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

Page 2

Part Ⅲ

Private Business Use

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

Part Ⅳ

Arbitrage

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

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

Page 3

Part Ⅳ

Arbitrage (Continued)

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

Part Ⅴ

Procedures To Undertake Corrective Action

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

Part Ⅵ

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

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

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

Additional Data

Software ID:
Software Version:

- TIN:

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

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
SwedishAmerican Hospital

Employer identification number
36-2222696

Part Ⅰ

Bond Issues

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

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	5,670,000		5,270,000		8,578,772		363,493
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	8,820,000		8,370,000		125,733,091		63,918,493
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	130,297				913,330		363,493
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............					124,819,761
11 Other spent proceeds .............	8,820,000		8,370,000				63,555,000
12 Other unspent proceeds .............
13 Year of substantial completion .............	2010		2010		2021		2007
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X		X			X	X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

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

Cat. No. 50193E

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

Page 2

Part Ⅲ

Private Business Use

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

Part Ⅳ

Arbitrage

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

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

Page 3

Part Ⅳ

Arbitrage (Continued)

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

Part Ⅴ

Procedures To Undertake Corrective Action

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

Part Ⅵ

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

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

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

Additional Data

Software ID:
Software Version:

- 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

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I

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

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

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

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

Part II

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

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




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

Part III

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

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

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

Cat. No. 50056A

Schedule L (Form 990) (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) Emily Schubert	See Part V	166,247	See Part V		No
(2) Sarah Richardson	See Part V	383,532	See Part V		No

Part V

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

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

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

Additional Data

Software ID:
Software Version:

- 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

SwedishAmerican Hospital

Employer identification number

36-2222696

Return Reference	Explanation
Form 990, Part VI, Section A, line 4	Effective October 2023, the SwedishAmerican Hospital (SAH) adopted Amended and Restated Bylaws that transitioned governance from a Board of Trustees model with embedded medical staff representation to a Board of Directors model with 11-19 voting members, a class based director structure, defined term limits, and enhanced independence between board oversight, management, and the medical staff. Medical staff participation and oversight were preserved through Medical Staff Bylaws and committee participation when matters affect clinical responsibilities. The SwedishAmerican Health System Corporation remained the sole corporate member, with clarified reserved powers and system approval rights. Effective February 2025, the SAH adopted further Amended and Restated Bylaws that refined, but did not fundamentally change, the 2023 governance framework. These refinements primarily clarified committee leadership and continuity by adding the Immediate Past Chairperson to the Executive and Governance Committee, formalizing the Vice Chairperson's role as Chair of the Finance Committee, and clarifying amendment approval mechanics by explicitly requiring action by both the Board and the Member, with approval by Regional Division, Inc., in one amendment pathway. Collectively, these changes strengthen continuity, role clarity, succession planning, and system alignment while preserving board independence, fiduciary accountability, and nonprofit governance best practices.
Form 990, Part VI, Section A, line 6	SwedishAmerican Health System Corporation (SAHSC) is the sole corporate member of SwedishAmerican Hospital.
Form 990, Part VI, Section A, line 7a	SwedishAmerican Health System Corporation is the sole corporate member of SwedishAmerican Hospital and as such appoints all trustees.
Form 990, Part VI, Section A, line 7b	SAHSC shall have powers and voting rights to do the following: (a) Appoint all the Trustees of the Hospital. (b) Elect the President and Chief Executive Officer of SAHSC, who shall automatically become the Hospital's President and Chief Executive Officer (this officer is sometimes also referred to in these Bylaws as the "President"). (c) Approve expressly all amendments to the Hospital's Articles of Incorporation and Bylaws. (d) Approve annual budgets, and strategic, long-range and health manpower development plans of the Hospital. (e) Approve all contracts of indebtedness that exceed One Million Dollars ($1,000,000.00) in principal amount or that are effective for longer than sixty (60) months. "Contracts of Indebtedness" shall mean notes, bonds or other written evidences of borrowings. (f) Approve all plans of merger or consolidation of the Hospital; or the sale, lease, exchange, mortgage, pledge or other disposition of all or substantially all, the property and assets of the Hospital; or a voluntary dissolution of the Hospital. (g) Require the Hospital's Board of Trustees to take any action (including amending the Hospital's Articles of Incorporation or Bylaws), or to modify or rescind an action already taken, if either the Hospital or SAHSC receives notification from a federal agency that failure to take the action, or to modify or rescind an action already taken, may result in the Hospital's failure to obtain or maintain its exemption as an organization described m Section 501(c)(3) of the Code; provided, however, that: (i) SAHSC shall exercise this authority only to the extent necessary to eliminate the basis for the federal agency's position and only after the Hospital and/ or SAHSC have exhausted other alternative means available to each of them to address the matter (to the extent the exhaustion of such other alternatives will not, through lapse of time or otherwise, cause the Hospital not to obtain or maintain its federal tax exemption); and (ii) in the event SAHSC is required to exercise this authority, prior to or as soon as possible thereafter, the Hospital's Board of Trustees and SAHSC jointly shall use their best efforts to develop a mutually acceptable plan of action to appropriately address the objections of the Hospital's Board of Trustees, if any, to the actions of SAHSC.
Form 990, Part VI, Section B, line 11b	A draft version of the Form 990 was reviewed by the Chief Financial Officer. The entire Board of Trustees were provided with a copy of the Form 990 before it was filed.
Form 990, Part VI, Section B, line 12c	The organization regularly and consistently monitors and enforces compliance with its conflict of interest policies, which apply to all members of the Board of Trustees and to all employees. Procedures are in place to identify conflicts of both trustees and employees. Trustee conflicts are handled by Board deliberation and Board vote from which the interested director is excluded. Employee conflicts are handled by the compliance department and in certain instances may require separate Board action. The Board is provided with periodic compliance reports regarding conflicts of interest.
Form 990, Part VI, Section B, line 15	All compensation is determined by the Executive Compensation Committee of SwedishAmerican Health System Corporation and is paid by SwedishAmerican Hospital. All compensation decisions are made by independent persons. With respect to the President & CEO and other Officers, SwedishAmerican Health System Corporation follows a compensation approval procedure annually that involves approval of proposed and final compensation arrangements by SwedishAmerican Health System Corporation's Executive Compensation Committee using comparability data, as well as contemporaneous documentation of compensation decisions in the minutes.
Form 990, Part VI, Section C, line 19	The governing documents, conflict of interest policy and financial statements have not been made available to the public. The consolidated audited financial statements of SwedishAmerican Health System, which includes SwedishAmerican Hospital, are available upon request.
Form 990, Part IX, line 11g	Contractual Services: Program service expenses 56,392,383. Management and general expenses 4,835,898. Fundraising expenses 0. Total expenses 61,228,281. Purchased Services: Program service expenses 19,704,039. Management and general expenses 5,356,461. Fundraising expenses 0. Total expenses 25,060,500. Professional Services: Program service expenses 68,976. Management and general expenses 2,148,406. Fundraising expenses 0. Total expenses 2,217,382. Miscellaneous Costs: Program service expenses 134. Management and general expenses 981,892. Fundraising expenses 0. Total expenses 982,026. R&D: Program service expenses 0. Management and general expenses 216,464. Fundraising expenses 0. Total expenses 216,464. SAAS: Program service expenses 0. Management and general expenses 35,178. Fundraising expenses 0. Total expenses 35,178.
Form 990, Part XI, line 9:	Joint Venture Book/Tax Difference 1,720,986. Transfer of Designated Funds from Swedish American Health Foundation 26,799. Casualty Loss -429,407. Gain on Aquisition 2,427,364.

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:
Software Version:

- 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

SwedishAmerican Hospital

Employer identification number

36-2222696

Part I

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

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

Part II

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

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

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

Cat. No. 50135Y

Schedule R (Form 990) (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) Chartwell Wisconsin Enterprises LLC 2241 Pinehurst Drive Middleton,WI53562 39-1796267	Parent Entity of CW and CMw-HR	WI	N/A	N/A				No			No
(2) Sixth Street Medical LLC 7974 UW Health Court Middleton,WI53562 47-2705724	Real Estate	WI	N/A	N/A				No			No
(3) Three Rivers Partners LLC 1313 East State Street Rockford,IL61104 26-2231757	Information Technology Services	IL	N/A	N/A				No			No
(4) The Featherstone Partnership LP 1016 Featherstone Road Rockford,IL61107 36-3861021	Surgical Center of Parent Entity	IL	Swedish American Hospital	Unrelated	-1,174,916	3,339,922		No	-1,542,344	Yes		98.210 %

Part IV

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

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

Schedule R (Form 990) (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) ............................

Yes

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

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

Yes

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

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

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

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

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

Yes

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

Yes

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

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

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

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

Yes

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

Yes

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

Yes

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

Yes

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

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

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) SwedishAmerican Health Foundation	C	308,888	Cost
(2) SwedishAmerican Hospital Self Insurance Trust	Q	68,491	Cost
(3) SwedishAmerican Realty Corporation	K	5,958,999	Cost
(4) Three Rivers Partners LLC	J	284,296	Cost
(5) University of WI Medical Foundation	P	6,163,193	Cost
(6) University of WI Hospital and Clinics	P	37,880,453	Cost
(7) Regional Division Inc	Q	544,371	Cost
(8) University of WI Hospital and Clinics	E	221,886,241	Cost

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:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: Through excellence in healthcare and compassionate service, we care for our community.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
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	4,751
6	Total number of volunteers (estimate if necessary) .............	6	80
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	-1,691,057
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) .........	2,347,230	2,002,288
9	Program service revenue (Part VIII, line 2g) .........	859,110,234	936,467,589
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	18,531,066	22,009,895
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	8,106,303	6,370,004
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	888,094,833	966,849,776
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	125,000	125,000
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	406,032,569	442,116,462
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)....	418,365,035	455,482,861
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	824,522,604	897,724,323
19	Revenue less expenses. Subtract line 18 from line 12.......	63,572,229	69,125,453
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,157,585,139	1,244,337,471
21	Total liabilities (Part X, line 26).............	477,703,675	465,660,274
22	Net assets or fund balances. Subtract line 21 from line 20.....	679,881,464	778,677,197

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 610,985,114 including grants of $ 125,000 ) (Revenue $ 651,064,539 )
	UW Health SwedishAmerican Hospital (SAH) operates two full service acute care hospitals with a combined total of 387 licensed beds, serving the greater Rockford region, Northern Illinois and Southern Wisconsin. Our vision is to develop a fully integrated healthcare delivery network that will continuously set the standard for quality care and service, accept responsibility for building a healthier population, provide regional access, improve resource utilization through collaboration with key stakeholders and manage patient care and our resources in such a way that we create value for our patients and benefit for our community. During 2025, we cared for 18,737 inpatients and performed 2,163,368 outpatient procedures. This includes emergency room visits 85,423 and 2,763 deliveries. We sponsor the University of Illinois - College of Medicine Program and provided $2.5 million in education for primary care residents. Our employees and volunteers provided nearly 4,603 hours in unpaid community services. UW Health SwedishAmerican recognizes its responsibility to all the people of our community, regardless of their ability to pay for care.

4b	(Code: ) (Expenses $ 52,969,529 including grants of $ 0 ) (Revenue $ 130,547,434 )
	UW Health SwedishAmerican Hospital employs primary care and specialty physicians who practice at 40 locations throughout our service area. We employ specialists in orthopedics, cardiology, cardiothoracic surgery, endocrinology, allergy, neurology, neurosurgery, pulmonology/critical care, hematology/oncology, obstetrics and gynecology, maternal fetal medicine, rheumatology, psychiatry, podiatry, otolaryngology, as well as internal medicine, family practice, immediate care and pediatric physicians. During 2025, our physician encounters were 506,820 and our out-patient ancillary encounters were 195,096.

4c	(Code: ) (Expenses $ 87,160,115 including grants of $ 0 ) (Revenue $ 156,550,273 )
	UW Health SwedishAmerican Regional Cancer Center opened to the public in October 2013 and has been providing leading edge cancer care treatment for the Rock River Valley. The center is part of a collaborative with UW Health and its nationally recognized University of Wisconsin Carbone Cancer Center. The two-story facility offers radiation therapy, medical oncology, chemotherapy and infusion services. Patients have access to clinical trials, state-of-the-art linear acceleratory treatments such as IGRT, IMRT, Rapid Arc, OBI and stereotactic services, and advanced medical imaging. The Regional Cancer Center is staffed by medical and radiation oncologists, physicists, dosimetrists, radiation therapists and nurses. During 2025, our physician encounters were 40,673 and our out-patient ancillary encounters were over 78,255.

	(Code: ) (Expenses $ 6,422,673 including grants of $ 0 ) (Revenue $ 4,443,828 )
	UW Health SwedishAmerican Home Health Care is a quality leader in providing individualized care in patients' homes. Working in partnership with a patient's doctor, our certified, trained staff provides a wide range of services and specializes in helping patients to remain independent and comfortable. Our experienced caregivers include registered nurses; certified nursing assistants, dietitians; physical, occupational and speech therapists; and medical social workers. RNs provide assessments, treatments and medication administration and patient education/teaching. Our therapists provide assessments and treatments. Medical social workers assist with assessments, counseling and helping patients and their families' access available community resources. CNAs provide baths and personal grooming. Our staff has the credentials and advanced training needed to assure that patients receive the highest quality of care possible. During 2025, we recorded 14,871 visits.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 6,422,673 including grants of $ 0 ) (Revenue $ 4,443,828 )
4e	Total program service expenses757,537,431

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	10,753,338	3,368,736	1,575,401

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	308,888
e	Government grants (contributions)		1e	1,693,400

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

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

h Total. Add lines 1a-1f.......		2,002,288

		Business Code
2a	Patient Services	621990	535,512,325	535,512,325
b	Medicare/Medicaid	621990	400,178,922	400,178,922
c
d
e
f	All other program service revenue.		776,342	776,342
g	Total. Add lines 2a–2f .....		936,467,589

3 Investment income (including dividends, interest, and othersimilar amounts) ......			19,286,692			19,286,692
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	9,168
b	Less: rental expenses	6b	2,539
c	Rental income or (loss)	6c	6,629
d	Net rental income or (loss).......			6,629			6,629
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	6,818,072	120,864
b	Less: cost or other basis and sales expenses	7b	4,167,889	47,844
c	Gain or (loss)	7c	2,650,183	73,020
d	Net gain or (loss).........			2,723,203			2,723,203
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	Interdept. Billing		561000	2,147,712	2,147,712
b	Daycare Center		624410	1,915,947			1,915,947
c	Cafeteria & Vending		722514	1,902,572	1,890,773	11,799
d	All other revenue ....			397,144	2,100,000	-1,702,856
e	Total. Add lines 11a–11d ......			6,363,375
12	Total revenue. See instructions.....			966,849,776	942,606,074	-1,691,057	23,932,471

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	125,000	125,000
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	6,361,553	636,594	5,724,959
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	1,138,998		1,138,998
7	Other salaries and wages........	345,183,387	295,555,774	49,627,613
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	12,771,185	2,369,469	10,401,716
9	Other employee benefits .......	51,496,322	50,961,835	534,487
10	Payroll taxes ...........	25,165,017	20,173,137	4,991,880
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	98,820		98,820
c	Accounting ...........	166,820		166,820
d	Lobbying ...........	186,782		186,782
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	792,122		792,122
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	89,739,831	76,165,532	13,574,299
12	Advertising and promotion ....	1,150,528	49,344	1,101,184
13	Office expenses .......	7,801,525	3,259,269	4,542,256
14	Information technology ......	10,885,384	1,826,344	9,059,040
15	Royalties ..
16	Occupancy ...........	20,292,406	13,987,969	6,304,437
17	Travel ............	332,066	164,707	167,359
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	560,518	320,578	239,940
20	Interest ...........	7,430,547	74,746	7,355,801
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	33,636,137	32,582,366	1,053,771
23	Insurance ...	9,752,256	5,041,033	4,711,223
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Patient Supplies	184,828,113	181,732,183	3,095,930
b	IPA Provider Tax	29,149,703	29,149,703
c	Bad Debts	21,194,775	21,194,775
d
e	All other expenses	37,484,528	22,167,073	15,317,455
25	Total functional expenses. Add lines 1 through 24e	897,724,323	757,537,431	140,186,892	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			153,448,957	2	173,102,604
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			82,601,272	4	80,036,366
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			14,340,222	8	14,280,733
9	Prepaid expenses and deferred charges ......			20,546,181	9	18,493,126
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	685,239,718
b	Less: accumulated depreciation	10b	253,877,830	419,432,553	10c	431,361,888
11	Investments—publicly traded securities .			17,760,665	11	17,266,799
12	Investments—other securities. See Part IV, line 11 .....			355,124,217	12	394,243,807
13	Investments—program-related. See Part IV, line 11 ..			3,123,402	13	13,385,409
14	Intangible assets ...............			0	14	350,092
15	Other assets. See Part IV, line 11 ...........			91,207,670	15	101,816,647
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,157,585,139	16	1,244,337,471

17	Accounts payable and accrued expenses .....	113,793,113	17	120,204,763
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........	226,755,367	20	223,020,681
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	137,155,195	25	122,434,830
26	Total liabilities. Add lines 17 through 25..	477,703,675	26	465,660,274

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	679,881,464	27	778,677,197
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	679,881,464	32	778,677,197
33	Total liabilities and net assets/fund balances ........	1,157,585,139	33	1,244,337,471