2024-05-07T09:41:48-05:00 2023-06-30 420714325 RSM US LLP 30 South Wacker Dr Ste 3300 Chicago IL 606063392 990 2022-07-01 362222696 SwedishAmerican Hospital SWED 7796964009 1401 E State Street Rockford IL 61104 Patricia DeWane VP, CFO, & Treasurer 7796964727 2024-05-02 1 Patricia DeWane XXX-XX-XXXX 1 Rebekuh Eley P01247672 3126343400 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z UW Health Travis Andersen 1313 East State Street Rockford IL 61104 812895477 0 X www.uwhealth.org/locations/swedishamerican X 1911 IL Through excellence in healthcare and compassionate service, we care for our community. 15 9 4685 57 -215815 0 8416264 4108470 749696911 788672563 13008090 6070242 7131450 7230574 778252715 806081849 200000 162500 0 0 374473625 391619936 0 0 0 374927022 395087948 749600647 786870384 28652068 19211465 1043826863 1065986206 467656393 468407603 576170470 597578603 X Through excellence in healthcare and compassionate service, we care for our community. 0 0 436760274 162500 587237839 UW Health SwedishAmerican Hospital (SAH) operates two full service acute care hospitals with a combined total of 381 licensed beds (including 8 NICU beds approved under COE and still under construction), 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 2023, we cared for 18,420 inpatients and performed 1,565,911 outpatient procedures. This includes 75,183 emergency room visits and 2,823 deliveries. We sponsor the University of Illinois - College of Medicine Program and provided $4.7 million in education for primary care residents. Our employees and volunteers provided nearly 3,400 hours in unpaid community services. SwedishAmerican recognizes its responsibility to all the people of our community, regardless of their ability to pay for care. 131016180 0 98576589 UW Health SwedishAmerican Hospital employs primary care and specialty physicians who practice at 41 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 2023, our physician encounters were 481,317 and our out-patient ancillary encounters were over 179,222. 60508844 0 104111356 UW Health SwedishAmerican Carbone Cancer Center (Formerly 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 2023, our physician encounters were 31,465 and our outpatient ancillary encounters were over 67,316. 5949994 0 4417044 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 2023, we recorded 12,377 visits. 5949994 0 4417044 634235292 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 1 253 0 1 4685 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 IL X Patricia DeWane 7796964009 1313 East State Street Rockford IL 61104 Elizabeth Bolt Trustee 2.00 55.00 X 0 1822826 203857 Peter D Newcomer MD MMM Trustee 2.00 55.00 X 0 940501 181791 Travis Andersen President & CEO 40.00 8.00 X X 1014145 0 85450 William Cunningham MD Medical Staff President 40.00 0.00 X 608967 0 67574 Allen D Williams MD Trustee 40.00 6.00 X 333058 0 64753 Tiffanie Ferry MD Trustee (until 12/31/22) 40.00 6.00 X 229949 0 54345 Jeffrey J Kaney Sr Chmn of the Board (until 8/31/22) 2.00 6.00 X X 0 0 0 Daniel T Ross Chmn of the Board (as of 9/1/22) 2.00 8.00 X X 0 0 0 Eric Fulcomer PhD 1st Vice Chmn/Secy (until 12/31/22) 2.00 8.00 X X 0 0 0 Jeffrey S Hultman 1st Vice Chmn/Secy (as of 1/1/23) 2.00 8.00 X X 0 0 0 Thomas R Walsh Audit/Compliance Chairman 2.00 6.00 X 0 0 0 Patrick T Derry Quality/Safety Chmn (until 12/31/22) 2.00 6.00 X 0 0 0 Marco T Lenis HR Committee Chairman 2.00 6.00 X 0 0 0 Anqunette Parham Trustee 2.00 6.00 X 0 0 0 Frank E Walter Trustee 2.00 6.00 X 0 0 0 Helen Chung Hill Trustee 2.00 6.00 X 0 0 0 Kathleen Kelly MD Trustee 2.00 6.00 X 0 0 0 Michael Broski Trustee 2.00 6.00 X 0 0 0 Steven C Sjogren Trustee 2.00 6.00 X 0 0 0 Patricia DeWane VP, CFO, & Treasurer 40.00 8.00 X 566671 0 62593 Timothy Flynn MD President, SA Medical Group 40.00 6.00 X 515532 0 56805 Ann Gantzer MD VP Patient Svcs/CNO (until 9/23/22) 40.00 6.00 X 487186 0 37870 Julia Zimmerman VP Strategic Growth 40.00 6.00 X 343935 0 63293 Sal Ababneh COO & President of UWNI Hospitals 40.00 6.00 X 314281 0 46068 William Mewes Interim VP Patient Services/CNO 40.00 6.00 X 210358 0 51968 Rosa Jeschke VP Human Resources 40.00 6.00 X 176285 0 20093 James Cole DO VP Medical Affairs/CMO 40.00 6.00 X 0 304466 60956 Jateen Patel MD Physician 40.00 0.00 X 1151530 0 23332 Ben Durkee MD Physician 40.00 0.00 X 999925 0 56553 Mohamed Zeater MD Physician 40.00 0.00 X 959760 0 58230 Yaser Siraj MD Physician 40.00 0.00 X 920329 0 27444 Eric Xanthopoulos MD Physician 40.00 0.00 X 871114 0 43881 Thomas O'Connor Former President & CEO 0.00 0.00 X 761147 0 0 Michael Polizzotto Former CMO/CMIO 0.00 0.00 X 491231 0 55683 Thomas Schiller MD Former Chief Clinical Integ. Officer 0.00 0.00 X 334818 0 56664 Jedediah Cantrell Former VP Operations 0.00 0.00 X 150775 0 9592 Celia Shaughnessy Former VP Human Resources 0.00 0.00 X 105800 0 0 11546796 3067793 1388795 733 1 1 0 Healthcare Workforce Logistics 2655 Northwinds Parkway Alpharetta GA 30009 Staffing Services 13047268 Rockford Anesthesiologists 2202 Harlem Road Loves Park IL 61111 Physician Services 8028630 Sound Physicians of Illinois 401 S Lasalle Street Chicago IL 60605 Physician Services 5291960 University of Illinois 28394 Network Place Chicago IL 60673 Physician Services 4499668 Avant Healthcare Professionals 1211 Semoran Blvd Ste 227 Casselberry FL 32707 Staffing Services 4122141 144 267970 3840500 4108470 Patient Services 621990 470189468 470189468 Medicare/Medicaid 621990 317703904 317703904 779191 779191 788672563 10868038 10868038 7754 7681 73 73 73 1902068 106083 6782066 23881 -4879998 82202 -4797796 -4797796 Day Care Center 624410 1776051 1776051 Cafeteria & Vending 722514 1671718 1661441 10277 Interdept. Billing 561000 1541690 1541690 2241042 2467134 -226092 7230501 806081849 794342828 -215815 7846366 X 162500 162500 6073487 1720016 4353471 1683349 1285532 397817 300757883 263181441 37576442 14322275 2158174 12164101 48545503 7382333 41163170 20237439 17403601 2833838 250231 250231 183359 183359 137161 137161 658774 658774 93958094 83975092 9983002 1373445 46471 1326974 6972972 3218910 3754062 10381727 2032278 8349449 17986919 12547853 5439066 286060 126667 159393 427219 225122 202097 7466698 1150048 6316650 28930661 27698208 1232453 11720296 4677042 7043254 Patient Supplies 146623534 145118141 1505393 IPA Provider Tax 26995778 26995778 Bad Debts 12753421 12753421 27981599 20376664 7604935 786870384 634235292 152635092 0 135092845 139417667 75566897 78845300 12101611 11675945 12995702 10434989 611075303 199907772 404459538 411167531 15273415 15835267 301838368 324867085 5095127 4085169 81403360 69657253 1043826863 1065986206 114792710 115318159 233621324 230332299 119242359 122757145 467656393 468407603 X 568631430 597578603 7539040 0 576170470 597578603 1043826863 1065986206 X 19211465 20603097 -18406429 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 137161 137161 0 Part II-B, Line 1: Portions of the 2022/2023 Illinois Health and Hospital Association and American Hospital Association dues are used for lobbying: $77,161. A law firm was engaged to review legislation affecting hospitals: $60,000. 6669961 6250 380092 1521 7054782 7855142 10983 -1195892 272 6669961 6911513 8944 946640 11955 7855142 7189894 10679 -13961 275099 6911513 7072405 12701 320291 215503 7189894 0.61700 0.27420 0.10880 0 1 1 9507439 9507439 388799839 75128804 313671035 23420789 14396008 9024781 177995429 104674710 73320719 11351807 5708250 5643557 411167531 Beneficial Interest in Investment Pool 324867085 F 324867085 Advance to American Restaurant Assoc. (ARA) 189268 Due from Affiliated Organization 21553338 Insurance Recoveries Recievable 34131867 Lease Assets 13782780 69657253 Due to Third Party Payors 59130345 Reserve for Self Insurance 43631867 Deferred Compensation 4960796 Current Maturities of Long-term Debt 1250000 Lease Liabilities 13784137 122757145 X 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 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, 2023 and 2022, 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. These returns are no longer subject to examination for tax years ended before June 30, 2020. 1 1 X 1 X 300.000000000000 1 X 600.000000000000 1 1 1 0 1 1 8823632 0 8823632 0.01140 193767206 184325612 9441594 0.01220 7066293 5686230 1380063 0.00180 209657131 190011842 19645289 0.02540 255728 0 255728 0.00030 8666274 4008877 4657397 0.00600 48219842 9539717 38680125 0.05000 454129 0 454129 0.00060 545212 41953 503259 0.00070 58141185 13590547 44550638 0.05760 267798316 203602389 64195927 0.08300 1 12753421 0 77717167 95097584 -17380417 X 1 1 1 Featherstone Partnership LP Ambulatory Surgery Center 0.28570 0.00000 0.71430 2 Northern Illinois Vein Clinic LLC Outpatient Physician Clinic 0.50000 0.00000 0.50000 2 1 SwedishAmerican Hospital dba UW Health 1401 East State Street Rockford IL 61104 www.uwhealth.org IL License: 0002725 X X X X X n/a A 2 SwedishAmerican Medical Ctr Belvidere 1625 S State Street Belvidere IL 61008 www.uwhealth.org IL License: 0005504 X X X n/a A Facility Reporting Group - A 0 0 1 X X X X X X X X X 21 1 1 0 1 X uwhealth.org/population-health/community-health-improvement X 1 21 1 www.uwhealth.org/population-health/community-health-improvement 0 1 X 300.000000000000 600.000000000000 X X X X X X 1 1 X X X 1 X www.uwhealth.org/billing-insurance X www.uwhealth.org/billing-insurance X www.uwhealth.org/billing-insurance X X X X X X X 1 X 0 X X X X 1 X 0 0 Part V, Section B Facility Reporting Group A Facility Reporting Group A consists of: - Facility 1: SwedishAmerican Hospital dba UW Health, - Facility 2: SwedishAmerican Medical Ctr. Belvidere Group A-Facility 1 -- SwedishAmerican Hospital dba UW Health Part V, Section B, line 5: SwedishAmerican Hospital (SAH) and Belvidere Medical Center (SAMC) have completed this CHNA to identify community health priorities and make decisions on where to commit resources that can most effectively improve overall community health and wellness.SAH and SAMC partnered with Advis, Inc. (hereinafter Advis), a third-party healthcare consulting firm, to conduct a systematic, data-driven approach to provide a CHNA that incorporated data from both qualitative and quantitative sources. Conducting this CHNA allows SAH and SAMC to better understand the unique needs, concerns and priorities of the community it serves. To complete this CHNA, the Advis team and SwedishAmerican leadership drew upon the 2020 Healthy Community Study conducted by the Rockford Regional Health Council and internal information for primary data. Secondary data was collected from other agencies and organizations to provide insight into community health needs and priorities, challenges, resources, and potential solutions.The Rockford Regional Health Council is comprised of steering committee partners from several health and community organizations including the Boone County Health Department, Mercyhealth, OSF, SwedishAmerican Health System, Transform Rockford, United Way of Rock River Valley, University of Illinois College of Medicine Rockford, Department of Family and Community Medicine and the Division of Health Policy and Social Science Research. Data collection was gathered using surveys distributed on paper and digitally. The paper and digital versions of the survey were available in English and Spanish. Respondents included a wide cross section of residents in Boone and Winnebago counties. This cross section includes residents of units operated by the Rockford Housing Authority, Winnebago County Housing Authority and Zion Development; parents/guardians of students in the Harlem School District and Belvidere District 100; a purchased list of email and physical addresses for 13,000 residents of Boone and Winnebago Counties; clients of Crusader Clinic and Northern Illinois Food Bank; and people who learned about the survey on social media platforms.Health needs were identified across all socio-economic groups, races, ethnicities, ages and genders. Special considerations were made to ensure health disparities and the needs of medically underserved and uninsured populations were analyzed. While several health needs were identified throughout the development of this CHNA, SAH and SAMC prioritized health needs with the largest impact on the community as well as those that would be best addressed through a coordinated response from healthcare and community resources. Group A-Facility 1 -- SwedishAmerican Hospital dba UW Health Part V, Section B, line 6a: SwedishAmerican Hospital (SAH) in Rockford, Illinois and SwedishAmerican Medical Center (SAMC) in Belvidere, Illinois collaborated for the purposes of executing the Community Health Needs Assessment. Both hospital facilities defined their communities geographically in the same way, serve the same demographic and geographic areas, work with the same community organizations and strategic partners, and in the same arenas for community benefit activities. Additionally, SAH and SAMC are part of the same legal entity, SwedishAmerican, and share a leadership team and medical staff. Group A-Facility 1 -- SwedishAmerican Hospital dba UW Health Part V, Section B, line 11: SAH and SAMC prioritized the following significant health needs, which are a continuation of the priorities from the 2019 CHNA. Below is a list of the identified health priorities for 2022-2025 as well as some of the impacts in these areas from the 2019 CHNA implementation plan:CancerCancer remains a top health priority for SwedishAmerican as it is a leading cause of death within the SwedishAmerican community service area. The percentage of deaths caused by cancer was 18.4% in Winnebago County and 17% in Boone County.Since the 2019 CHNA, SwedishAmerican has implemented the following related to cancer care within the community:- Expanded radiation oncology procedures not yet offered to patients in the service area to include Space OAR Program.- Met patient education and perception goals for lung cancer clinical indicators.- Completed National Accreditation Program for Breast Centers (NAPBC) standards, applied for and received accreditation.- Participated in American Cancer Society "Real Men Wear Pink".- Provided keynote speaker at prostate cancer Annual Purple Tea Coalition.- Provided patient education on aromatherapy for cancer patients, benefits of oncology rehabilitation, palliative care and the anti-inflammatory benefits of spices as a part of Cancer Survivor Week.ObesityThe issues related to obesity remain two-fold: factors causing the development of obesity and the diseases that result from obesity. As determined through the 2020 Health Community Study and Survey, 12% of the survey participants were obese. Moreover, the survey included a self-assessment of the participants' weight. Across all samples, "overweight" was the most common answer given by respondents.According to the CDC, obesity is a leading cause of diabetes, hypertension, high cholesterol and heart diseases. Data gathered from the Centers for Disease Control (CDC) indicate high rates of diabetes, hypertension, high cholesterol and heart diseases in both Winnebago and Boone Counties.Since the 2019 CHNA, SwedishAmerican has implemented the following related to Obesity within the community:- Created Employer Based Clinics (EBC) and Woodward Health Center (WHC). - Health Coaching - Walk with a coach at WHC- Referred patients to New Directions weight loss program.- Utilized Better Life Wellness (BLW) for corporate clients focused on wellness.- Offered Grocery tours with a registered dietician.- Offered HRA (health risk assessment) and wellness screenings with corporate clients (aggregate data reports include BMI (body mass index)).- Held various wellness challenges.- Prior to COVID restrictions offered Walk with a Doc.- Ensured that BMI was obtained at every patient visit.- Established questionnaire regarding activity level/exercise regimen at all wellness visits (pediatrics and adult).- Recommendations regarding lifestyle included in all assessment/plan for wellness visits (pediatrics and adult).- EMR reminders for missing cholesterol screening; we start this at age 9 years old (pediatric population) and continue through adulthood.- Partnership with Diabetes center/nutrition center for additional referrals as needed.Tobacco CessationApproximately a quarter of adults in the region are current smokers, an increase from the last time the region was surveyed, but only 3% are regular smokers (smoke every day). The rate of adults in the region who currently smoke cigarettes is higher than the state and national findings, which only shows 15% of the population being current smokers.Since the 2019 CHNA, SwedishAmerican has implemented the following related to Tobacco Cessation within the community:- Tobacco use screening at all visits, tobacco cessation encouraged at all wellness visits.- Provider education regarding Lung Cancer Screening for tobacco use history.- Provider education regarding smoking cessation counseling.- EMR reminders regarding need for Abdominal Aortic Aneurysm screening in males' age 65+ with history of tobacco use.- EMR reminders for Pneumonia vaccine in all patients with tobacco use.- Smoking cessation program offered to EBC and BLW corporate clients.Poverty and UnemploymentApproximately 14.6% of the total Winnebago County population lives in poverty, compared to the 11% of population that live in poverty in the State of Illinois. Moreover, both Boone and Winnebago counties have a significantly higher penetration of low-income residents compared to the penetration of low-income residents across the state. Specifically, Winnebago County has a 49.5% rate of penetration of low-income residents, and Boone County has a rate of 43.7% penetration of low-income residents. Comparatively, the State of Illinois has a rate of 38.8%.Since the 2019 CHNA, SwedishAmerican has implemented the following related to Poverty and Unemployment within the community:- Provided grants and resources to area non-profits that support unmet, basic needs in our service area such as:- $15,000.00 - Provide tutors for struggling students Pre-K to 12 in reading and math.- $17,735.00 - Counseling for those who have anxiety, depression, bullying, self-harm and suicide along with childhood trauma and abuse.- $6,265.00 - Youth weightlifting outreach which targets at-risk youth who live in poverty, have experienced trauma and struggle with social-emotional well being.- $10,000.00 - Community partnership with Rockford East High School students to provide a new construction trades program.- $10,000.00 - Project name "Happy Kids are Healthy Kids" to provide students enrolled in summer camp cooking classes that taught them about making healthier food options.- $5,000.00 - Provide 24-hour medical advocacy at hospitals in Winnebago, Boone and Ogle counties. Staff and volunteers provided support, education, referrals and/or clothes to sexual assault survivors.- $17,500.00 - Equip a home for relational mentoring with at-risk and justice involved youth, ages 15-23.- $5,000.00 - Provide field trip enrichment opportunities for inner city children ages 6-16.- $11,188.65 - Improve the social and emotional well-being of school age kids through physical activity and strength training.- $10,000.00 - Re-engage youth in outdoor activities that will improve their health and keep them safe and active. Also provides financial assistance to anyone in need that cannot afford the programs, team sports, lessons and camps.- $6,609.00 - Purchase equipment for education and employment center at homeless shelter to help the unemployed get a job.- $4,500.00 - Conduct a musical theatre to introduce children of color in poverty the skills learned from participating in musical theatre which offers future career opportunities in this field.- $12,000.00 - Further development of the Juvenile Justice Ministry program.Access to Medical CareAccess to medical care remains a challenge to the SwedishAmerican community for a wide range of reasons including transportation availability, communication barriers, clinic hours and supply and availability.Since the 2019 CHNA, SwedishAmerican has implemented the following related to Access to Medical Care within the community:- Provided $4 million per year to the University of Illinois College of Medicine family practice residency to educate physicians.- Provided school physicals to Lincoln School (neighborhood school).- Partnered with Rockford Fire Department to provide mobile integrated health outreach to community.- Partnered with local FQHC's (federally qualified health centers) to assure access to hospital services.- Contracted with all Medicaid Managed Care organizations to assure access to our physicians and hospital for all of the Medicaid population in our service area.- Set a goal of 48% of new primary care patients seen within 10 days; currently at 45.86%.Vulnerable Populations: Hispanic/Latino PopulationThe Hispanic and Latino population was identified as particularly vulnerable within the community, and especially impacted by adverse health issues and outcomes. For example, the survey indicated that compared to some other races, Hispanics have higher incidences of high cholesterol, arthritis, obesity and liver disease. Moreover, Hispanic adults were identified as more likely to be current drinkers in the region compared to other races.See Line 11 continued at the end of Part V. Group A-Facility 1 -- SwedishAmerican Hospital dba UW Health 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 -- SwedishAmerican Medical Ctr. Belvidere Part V, Section B, line 5: SwedishAmerican Hospital (SAH) and Belvidere Medical Center (SAMC) have completed this CHNA to identify community health priorities and make decisions on where to commit resources that can most effectively improve overall community health and wellness.SAH and SAMC partnered with Advis, Inc. (hereinafter Advis), a third-party healthcare consulting firm, to conduct a systematic, data-driven approach to provide a CHNA that incorporated data from both qualitative and quantitative sources. Conducting this CHNA allows SAH and SAMC to better understand the unique needs, concerns and priorities of the community it serves. To complete this CHNA, the Advis team and SwedishAmerican leadership drew upon the 2020 Healthy Community Study conducted by the Rockford Regional Health Council and internal information for primary data. Secondary data was collected from other agencies and organizations to provide insight into community health needs and priorities, challenges, resources, and potential solutions.The Rockford Regional Health Council is comprised of steering committee partners from several health and community organizations including the Boone County Health Department, Mercyhealth, OSF, SwedishAmerican Health System, Transform Rockford, United Way of Rock River Valley, University of Illinois College of Medicine Rockford, Department of Family and Community Medicine and the Division of Health Policy and Social Science Research. Data collection was gathered using surveys distributed on paper and digitally. The paper and digital versions of the survey were available in English and Spanish. Respondents included a wide cross section of residents in Boone and Winnebago counties. This cross section includes residents of units operated by the Rockford Housing Authority, Winnebago County Housing Authority and Zion Development; parents/guardians of students in the Harlem School District and Belvidere District 100; a purchased list of email and physical addresses for 13,000 residents of Boone and Winnebago Counties; clients of Crusader Clinic and Northern Illinois Food Bank; and people who learned about the survey on social media platforms.Health needs were identified across all socio-economic groups, races, ethnicities, ages and genders. Special considerations were made to ensure health disparities and the needs of medically underserved and uninsured populations were analyzed. While several health needs were identified throughout the development of this CHNA, SAH and SAMC prioritized health needs with the largest impact on the community as well as those that would be best addressed through a coordinated response from healthcare and community resources. Group A-Facility 2 -- SwedishAmerican Medical Ctr. Belvidere Part V, Section B, line 6a: SwedishAmerican Hospital (SAH) in Rockford, Illinois and SwedishAmerican Medical Center (SAMC) in Belvidere, Illinois collaborated for the purposes of executing the Community Health Needs Assessment. Both hospital facilities defined their communities geographically in the same way, serve the same demographic and geographic areas, work with the same community organizations and strategic partners, and in the same arenas for community benefit activities. Additionally, SAH and SAMC are part of the same legal entity, SwedishAmerican, and share a leadership team and medical staff. Group A-Facility 2 -- SwedishAmerican Medical Ctr. Belvidere Part V, Section B, line 11: SAH and SAMC prioritized the following significant health needs, which are a continuation of the priorities from the 2019 CHNA. Below is a list of the identified health priorities for 2022-2025 as well as some of the impacts in these areas from the 2019 CHNA implementation plan:CancerCancer remains a top health priority for SwedishAmerican as it is a leading cause of death within the SwedishAmerican community service area. The percentage of deaths caused by cancer was 18.4% in Winnebago County and 17% in Boone County.Since the 2019 CHNA, SwedishAmerican has implemented the following related to cancer care within the community:- Expanded radiation oncology procedures not yet offered to patients in the service area to include Space OAR Program.- Met patient education and perception goals for lung cancer clinical indicators.- Completed National Accreditation Program for Breast Centers (NAPBC) standards, applied for and received accreditation.- Participated in American Cancer Society "Real Men Wear Pink".- Provided keynote speaker at prostate cancer Annual Purple Tea Coalition.- Provided patient education on aromatherapy for cancer patients, benefits of oncology rehabilitation, palliative care and the anti-inflammatory benefits of spices as a part of Cancer Survivor Week.ObesityThe issues related to obesity remain two-fold: factors causing the development of obesity and the diseases that result from obesity. As determined through the 2020 Health Community Study and Survey, 12% of the survey participants were obese. Moreover, the survey included a self-assessment of the participants' weight. Across all samples, "overweight" was the most common answer given by respondents.According to the CDC, obesity is a leading cause of diabetes, hypertension, high cholesterol and heart diseases. Data gathered from the Centers for Disease Control (CDC) indicate high rates of diabetes, hypertension, high cholesterol and heart diseases in both Winnebago and Boone Counties.Since the 2019 CHNA, SwedishAmerican has implemented the following related to Obesity within the community:- Created Employer Based Clinics (EBC) and Woodward Health Center (WHC). - Health Coaching - Walk with a coach at WHC- Referred patients to New Directions weight loss program.- Utilized Better Life Wellness (BLW) for corporate clients focused on wellness.- Offered Grocery tours with a registered dietician.- Offered HRA (health risk assessment) and wellness screenings with corporate clients (aggregate data reports include BMI (body mass index)).- Held various wellness challenges.- Prior to COVID restrictions offered Walk with a Doc.- Ensured that BMI was obtained at every patient visit.- Established questionnaire regarding activity level/exercise regimen at all wellness visits (pediatrics and adult).- Recommendations regarding lifestyle included in all assessment/plan for wellness visits (pediatrics and adult).- EMR reminders for missing cholesterol screening; we start this at age 9 years old (pediatric population) and continue through adulthood.- Partnership with Diabetes center/nutrition center for additional referrals as needed.Tobacco CessationApproximately a quarter of adults in the region are current smokers, an increase from the last time the region was surveyed, but only 3% are regular smokers (smoke every day). The rate of adults in the region who currently smoke cigarettes is higher than the state and national findings, which only shows 15% of the population being current smokers.Since the 2019 CHNA, SwedishAmerican has implemented the following related to Tobacco Cessation within the community:- Tobacco use screening at all visits, tobacco cessation encouraged at all wellness visits.- Provider education regarding Lung Cancer Screening for tobacco use history.- Provider education regarding smoking cessation counseling.- EMR reminders regarding need for Abdominal Aortic Aneurysm screening in males' age 65+ with history of tobacco use.- EMR reminders for Pneumonia vaccine in all patients with tobacco use.- Smoking cessation program offered to EBC and BLW corporate clients.Poverty and UnemploymentApproximately 14.6% of the total Winnebago County population lives in poverty, compared to the 11% of population that live in poverty in the State of Illinois. Moreover, both Boone and Winnebago counties have a significantly higher penetration of low-income residents compared to the penetration of low-income residents across the state. Specifically, Winnebago County has a 49.5% rate of penetration of low-income residents, and Boone County has a rate of 43.7% penetration of low-income residents. Comparatively, the State of Illinois has a rate of 38.8%.Since the 2019 CHNA, SwedishAmerican has implemented the following related to Poverty and Unemployment within the community:- Provided grants and resources to area non-profits that support unmet, basic needs in our service area such as:- $15,000.00 - Provide tutors for struggling students Pre-K to 12 in reading and math.- $17,735.00 - Counseling for those who have anxiety, depression, bullying, self-harm and suicide along with childhood trauma and abuse.- $6,265.00 - Youth weightlifting outreach which targets at-risk youth who live in poverty, have experienced trauma and struggle with social-emotional well being.- $10,000.00 - Community partnership with Rockford East High School students to provide a new construction trades program.- $10,000.00 - Project name "Happy Kids are Healthy Kids" to provide students enrolled in summer camp cooking classes that taught them about making healthier food options.- $5,000.00 - Provide 24-hour medical advocacy at hospitals in Winnebago, Boone and Ogle counties. Staff and volunteers provided support, education, referrals and/or clothes to sexual assault survivors.- $17,500.00 - Equip a home for relational mentoring with at-risk and justice involved youth, ages 15-23.- $5,000.00 - Provide field trip enrichment opportunities for inner city children ages 6-16.- $11,188.65 - Improve the social and emotional well-being of school age kids through physical activity and strength training.- $10,000.00 - Re-engage youth in outdoor activities that will improve their health and keep them safe and active. Also provides financial assistance to anyone in need that cannot afford the programs, team sports, lessons and camps.- $6,609.00 - Purchase equipment for education and employment center at homeless shelter to help the unemployed get a job.- $4,500.00 - Conduct a musical theatre to introduce children of color in poverty the skills learned from participating in musical theatre which offers future career opportunities in this field.- $12,000.00 - Further development of the Juvenile Justice Ministry program.Access to Medical CareAccess to medical care remains a challenge to the SwedishAmerican community for a wide range of reasons including transportation availability, communication barriers, clinic hours and supply and availability.Since the 2019 CHNA, SwedishAmerican has implemented the following related to Access to Medical Care within the community:- Provided $4 million per year to the University of Illinois College of Medicine family practice residency to educate physicians.- Provided school physicals to Lincoln School (neighborhood school).- Partnered with Rockford Fire Department to provide mobile integrated health outreach to community.- Partnered with local FQHC's (federally qualified health centers) to assure access to hospital services.- Contracted with all Medicaid Managed Care organizations to assure access to our physicians and hospital for all of the Medicaid population in our service area.- Set a goal of 48% of new primary care patients seen within 10 days; currently at 45.86%.Vulnerable Populations: Hispanic/Latino PopulationThe Hispanic and Latino population was identified as particularly vulnerable within the community, and especially impacted by adverse health issues and outcomes. For example, the survey indicated that compared to some other races, Hispanics have higher incidences of high cholesterol, arthritis, obesity and liver disease. Moreover, Hispanic adults were identified as more likely to be current drinkers in the region compared to other races.See Line 11 continued at the end of Part V. Group A-Facility 2 -- SwedishAmerican Medical Ctr. Belvidere 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 -- SwedishAmerican Hospital Part V, Section B, line 11, continuted:Since the 2019 CHNA, SwedishAmerican has implemented the following related to the vulnerable Hispanic and Latino Populations and other underserved populations within the community:- Created diversity, equity and inclusion committee to address diverse needs of our population - most recent project included providing hair care products to our African American inpatients.- Participated on Rockford transit committee to make sure our patients have bus access to our hospital from anywhere in Rockford.- Teamed up with two local hospitals to provide better in-person sign language interpreter access.- Employed in-person Spanish interpreters.- Maintain 40 video interpreter computers that provide interpretation in over 200 languages available to the entire hospital.Heart CareThe SwedishAmerican community service area leading causes of death include heart disease, with 21% of deaths in Winnebago County, and 19.3% of deaths in Boone County caused by heart disease.Since the 2019 CHNA, SwedishAmerican has implemented the following related to Heart Care within the community:- Created and sustained a Heart Institute: Recruited a complete cardiology team, renovated the clinic space for expansion and increased the number of providers.- Expanded Cardiac Catheterization Labs.- Offered full-time pediatric general cardiology services and some pediatric electrophysiology services in Rockford.Maternal/Prenatal/Early Childhood HealthMaternal, Prenatal and Early Childhood health continue to be a top priority for SwedishAmerican as a large portion of the SwedishAmerican diagnoses-related groups from 2019-2021 were related to Pregnancy, Childbirth & the Puerperium, coupled with the fact that Winnebago County has a teen pregnancy rate much higher than the state average.Since the 2019 CHNA, SwedishAmerican has implemented the following related to Maternal/ Prenatal/Early Childhood Health within the community:- Completed a new patient tower for Women and Children.- Converted the 10 bed special care nursery to a NICU and added 14 additional NICU beds to offer 24 NICU beds to our patients.- Offered donor breast milk program including a drop-off site for donors.- Promoted bonding between birth mom and child with rooming together.- Supported and educated patients on breastfeeding.Substance AbuseThe percentage of adults in the region that reported using drugs is around 27%. Adults reporting using/illegally using a wide variety of illicit drugs including marijuana or TCH products, prescription opioids, cocaine, amphetamines and heroin.Since the 2019 CHNA, SwedishAmerican has implemented the following related to combating substance abuse within the community:- Implemented state grant for opioid response to create program named Screening, Outreach, Linkage And Referral At SwedishAmerican (SOLARAS).- SOLARAS has connected with local FQHC's, mental health providers and substance abuse organizations to create referral source for treatment.- SOLARAS peer recovery specialists have been hired to assist with warm hand-off from treatment to local support services. Staff participated in warm hand-off meetings and have hired a case manager to assist with community involvement and connectivity to support services.- SOLARAS staff have created a relationship with Remedies, a local support group for addiction and recovery, to address women's needs to address housing and violence.- Collaboration between SOLARAS staff and our Women and Children's services staff to participate on Opioid committee and develop a screening tool to identify high risk patients and reduce narcotic use after surgery.The health priorities from the 2019 CHNA are continuing for the 2022-2025 CHNA and SAH and SAMC will develop a three-year implementation plan to address some of the most crucial health needs of the population defined within its community service area. The findings from this CHNA will determine how best to commit resources to address priority health needs that improve the overall health and well-being of its community.Group A-Facility 2 -- SwedishAmerican Medical Ctr. BelviderePart V, Section B, line 11, continuted:Since the 2019 CHNA, SwedishAmerican has implemented the following related to the vulnerable Hispanic and Latino Populations and other underserved populations within the community:- Created diversity, equity and inclusion committee to address diverse needs of our population - most recent project included providing hair care products to our African American inpatients.- Participated on Rockford transit committee to make sure our patients have bus access to our hospital from anywhere in Rockford.- Teamed up with two local hospitals to provide better in-person sign language interpreter access.- Employed in-person Spanish interpreters.- Maintain 40 video interpreter computers that provide interpretation in over 200 languages available to the entire hospital.Heart CareThe SwedishAmerican community service area leading causes of death include heart disease, with 21% of deaths in Winnebago County, and 19.3% of deaths in Boone County caused by heart disease.Since the 2019 CHNA, SwedishAmerican has implemented the following related to Heart Care within the community:- Created and sustained a Heart Institute: Recruited a complete cardiology team, renovated the clinic space for expansion and increased the number of providers.- Expanded Cardiac Catheterization Labs.- Offered full-time pediatric general cardiology services and some pediatric electrophysiology services in Rockford.Maternal/Prenatal/Early Childhood HealthMaternal, Prenatal and Early Childhood health continue to be a top priority for SwedishAmerican as a large portion of the SwedishAmerican diagnoses-related groups from 2019-2021 were related to Pregnancy, Childbirth & the Puerperium, coupled with the fact that Winnebago County has a teen pregnancy rate much higher than the state average.Since the 2019 CHNA, SwedishAmerican has implemented the following related to Maternal/ Prenatal/Early Childhood Health within the community:- Completed a new patient tower for Women and Children.- Converted the 10 bed special care nursery to a NICU and added 14 additional NICU beds to offer 24 NICU beds to our patients.- Offered donor breast milk program including a drop-off site for donors.- Promoted bonding between birth mom and child with rooming together.- Supported and educated patients on breastfeeding.Substance AbuseThe percentage of adults in the region that reported using drugs is around 27%. Adults reporting using/illegally using a wide variety of illicit drugs including marijuana or TCH products, prescription opioids, cocaine, amphetamines and heroin.Since the 2019 CHNA, SwedishAmerican has implemented the following related to combating substance abuse within the community:- Implemented state grant for opioid response to create program named Screening, Outreach, Linkage And Referral At SwedishAmerican (SOLARAS).- SOLARAS has connected with local FQHC's, mental health providers and substance abuse organizations to create referral source for treatment.- SOLARAS peer recovery specialists have been hired to assist with warm hand-off from treatment to local support services. Staff participated in warm hand-off meetings and have hired a case manager to assist with community involvement and connectivity to support services.- SOLARAS staff have created a relationship with Remedies, a local support group for addiction and recovery, to address women's needs to address housing and violence.- Collaboration between SOLARAS staff and our Women and Children's services staff to participate on Opioid committee and develop a screening tool to identify high risk patients and reduce narcotic use after surgery.The health priorities from the 2019 CHNA are continuing for the 2022-2025 CHNA and SAH and SAMC will develop a three-year implementation plan to address some of the most crucial health needs of the population defined within its community service area. The findings from this CHNA will determine how best to commit resources to address priority health needs that improve the overall health and well-being of its community. 41 1 - UW Health Carbone Cancer Center Rockford 3535 N Bell School Road Rockford IL 61073 Outpatient Clinic 2 - UW Health Women and Children's Hospital 1350 Charles Street Rockford IL 61104 Outpatient Clinic 3 - SwedishAmerican Heart Institute 1340 Charles Street Suite 300 Rockford IL 61104 Outpatient Clinic 4 - Breast Health Center 1340 Charles Street Suite 201 Rockford IL 61104 Outpatient Clinic 5 - Orthopedic and Sports Therapy 8451 Orth Road Loves Park IL 61111 Outpatient Clinic 6 - UW Health Roscoe Clinic 4282 E Rockton Road Roscoe IL 61073 Outpatient Clinic 7 - UW Health N Bell School Rd Medical Center 3505 N Bell School Road Rockford IL 61114 Outpatient Clinic 8 - Lundholm Orthopedics 1340 Charles Street Suite 100 Rockford IL 61114 Outpatient Clinic 9 - Wound Care & Hyperbaric Clinics 1415 E State Street Ste 101 609 Rockford IL 61104 Outpatient Clinic 10 - Physical Therapy Center 209 9th Street Suite 201 Rockford IL 61104 Outpatient Clinic 11 - Nuero and Headache Center 1340 Charles Street Suite 400 Rockford IL 61104 Outpatient Clinic 12 - UW Health Surgery at SwedishAmerican 1340 Charles Street Suite 100 Rockford IL 61104 Outpatient Clinic 13 - SAMG Obstetrics & Gynecology 209 9th Street Ste 200 Rockford IL 61104 Outpatient Clinic 14 - UW Health N Alpine Rd Clinic 1253 N Alpine Road Rockford IL 61107 Outpatient Clinic 15 - Rockford Vascular Surgery 1340 Charles Street Suite 200 Rockford IL 61104 Outpatient Clinic 16 - UW Health Belvidere Clinic 1700 Henry Luckow Lane Belvidere IL 61008 Outpatient Clinic 17 - UW Health N Mulford Rd Immediate Care 2473 McFarland Road Rockford IL 61107 Outpatient Clinic 18 - UW Health 2909 N Main St Clinic 2909 N Main Street Rockford IL 61103 Outpatient Clinic 19 - UW Health Newburg Road Clinic 6824 Newburg Road Rockford IL 61108 Outpatient Clinic 20 - SwedishAmerican Home Health Care 2550 Charles Street Rockford IL 61108 Home Health Care 21 - UW Health Villagreen View Clinic 6861 Villagreen View Rockford IL 61107 Outpatient Clinic 22 - Pediatric Theraphy and Adult Speech Ther 209 9th Street Suite 302 Rockford IL 61104 Outpatient Clinic 23 - UW Health Byron Clinic 220 W Blackhawk Drive Byron IL 61010 Outpatient Clinic 24 - UW Health 2404 Charles St Clinic 2404 Charles Street Rockford IL 61108 Outpatient Clinic 25 - UW Health Davis Junction Clinic 5665 North Junction Way Davis Junction IL 61020 Outpatient Clinic 26 - Woodward Health Center 2473 McFarland Road Rockford IL 61107 Outpatient Clinic 27 - RPS 205 Employee Health Center 2473 McFarland Road Rockford IL 61107 Outpatient Clinic 28 - State St OBGYN 1415 E State Street Rockford IL 61104 Outpatient Clinic 29 - UW Health Marchesano Dr Clinic 815 Marchesnano Drive Rockford IL 61102 Outpatient Clinic 30 - UW Health Rochelle Clinic 380 IL Route 30 East Rochelle IL 61068 Outpatient Clinic 31 - Cardiothorasic Surgery 1340 Charles Street Suite 300 Rockford IL 61104 Outpatient Clinic 32 - Rockford Ambulatory Surgery Center 1016 Featherstone Road Rockford IL 61107 Ambulatory Surgery Center 33 - Partners Clinic 2601 N Main Street Rockford IL 61103 Employer Based Clinic 34 - RPS205 Employee Health Center 2601 N Main Street Rockford IL 61103 Employer Based Clinic 35 - District 100 Wellness Center 1320 East Ave Belvidere IL 61008 Outpatient Clinic 36 - Diabetes Self-Management Center 1415 E State Street Suite 700 Rockford IL 61104 Outpatient Clinic 37 - Infectious Disease Consultants 1340 Charles Street Suite 404 Rockford IL 61104 Outpatient Clinic 38 - Northern Illinois Vein Clinic 2990 N Perryville Rd Ste 3400 Rockford IL 61107 Outpatient Clinic 39 - Winnebago County Employee & Family Welln 526 W State Street Rockford IL 61107 Employer Based Clinic 40 - Woodward Occupational Health Rock Cut 1 Woodward Way Loves Park IL 61111 Employer Based Clinic 41 - Woodward Occup Health Loves Park 5001 N 2nd Street Loves Park IL 61111 Employer Based Clinic 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: $32,089,656Emergency department physicians: $3,233,793Total: $35,323,449 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 $12,753,421. Part I, Line 7: 7a and 7f costs were calculated using the 2023 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 2023, 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 2023 U.S. Census bureau QuickFacts for Winnebago and Boone counties, which are the counties served by the healthcare facilities, indicates the following: Winnebago County 15.4% of the population is below the poverty level, the median household income was $61,738 and a household size of 2.43, Boone County 9.1% of the population is below the poverty level, the median household income was $80,502 and a household size of 2.79. The 2023 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 $74,580 is 300% of the poverty level and $149,160 is 600% of the poverty level. Approximately 94% of our charity write-offs are for patients without insurance while 92% of our bad debt write-offs are for patients without insurance. During FY2023 0% 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 Pages 12 and 13 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: ($17,380,417)Medicare shortfall physician programs: ($26,774,850)Total Medicare Shortfall ($44,155,267) 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: SA hospital has provided monetary support for the 2020 Healthy Community Study, conducted by the Rockford Health council. The Council consists of the major health care providers in our metropolitan area such as the three hospitals, Crusader Clinic (a federally qualified healthcare clinic), the University of Illinois College of Medicine, Janet Wattles Mental Health Center, Rosecrance Substance Abuse Center as well as several representatives of not-for-profit agencies, and member of the corporate community. Since 2001, an assessment has been completed every three years to identify and track trends as well as areas to address. These stakeholders understand the need for a comprehensive community study that is focused on the overall needs of the community. SA has used this data to launch innovative programs and collaborative partnerships such as cardiac screenings within minority communities. In June of 2022, SA Hospital contracted with Advis to complete a three year follow-up Community Health Needs Assessment (CHNA) for both SA Hospital and SA Medical Center Belvidere as required by the Internal Revenue Code, Section 501(r). An implementation strategy has been adopted to meet the prioritized needs identified by the CHNA. Part VI, Line 3: For services provided in the hospital, our employees and our agents follow the fair patient billing act and provide information regarding the availability of charity and financial assistance at all points during the collection process. We have posted signage disclosing the availability of charity care and financial assistance in emergency rooms and on our website. Inpatients are provided various written communications regarding the availability of charity care and financial assistance and any uninsured discount eligibility. For services provided in physician offices, financial counselors are instructed to make the patients aware of the charity care and financial assistance policy during the collection process and educate them on the process of applying for Medicaid. For services provided by home health, social workers assist patients by screening for Medicaid eligibility and completing the application, completing charity care application, assisting in applying for Medicare and social security disability benefits, and assisting with applications for food stamp, low income energy assistance, and circuit breaker/Illinois cares prescription programs. Part VI, Line 4: Explanation on Brand ChangeSwedishAmerican Health System was founded in 1911 and has a rich tradition in the Rock River Valley of being committed to caring for the community. Since 2015, when SwedishAmerican became a division of UW Health, that involvement continued as we worked together to provide remarkable patient care. On September 9, 2021, SwedishAmerican transitioned from a division to fully integrate with the UW Health brand. Aligning with the UW Health brand will continue to bring greater access to medical specialties, research and physicians to northern Illinois. Legally, SwedishAmerican Health System still exists but is doing business as UW Health. For the purposes of this report, we will refer to the community involvement in the northern Illinois area only, excluding the many additional gifts the Madison-based team brings to its community in Wisconsin.SwedishAmerican HospitalTwo of the remaining entities that still bear the SwedishAmerican name are the SwedishAmerican Health Foundation and the UW Health SwedishAmerican Hospital in downtown Rockford. The hospital was founded in 1911 and serves residents of 12 counties in northern Illinois and southern Wisconsin through a major acute care hospital; a medical center in Belvidere; a free-standing outpatient cancer center; a large network of primary care and multi-specialty clinics; a home healthcare agency; a full spectrum of outpatient, wellness and education programs; and the charitable endeavors of the SwedishAmerican Health Foundation. Recognized nationally for quality and excellence, UW Health SwedishAmerican Hospital has won many national awards, including designation as a 100 Top Hospital, a Magnet-designated hospital and a J.D. Power and Associates Distinguished Hospital. Community DescriptionFor more than 100 years, Rockford, IL has been known as a major industrial manufacturing center of machine tools, industrial fasteners, automotive parts and aerospace components. The Rockford metropolitan population was recorded as 153,283 (2010 US Census) people. Recent estimates show that the current population has since declined to 147,070 (V2020, Census.gov). Major employers in our service area include Fiat Chrysler Automobiles, Collins Aerospace, Woodward, City of Rockford, Rockford Public Schools, UPS, and three area hospitals. Rockford boasts many great parks, shopping, dining, cultural activities, entertainment and educational opportunities. But like many cities in the upper Midwest, it also continues to struggle to compete in what is now a global manufacturing economy. In the 1980s, Rockford's unemployment rate reached 25 percent, the highest in the nation, and it became a symbol for the plight of a "rust belt" city. Although the economy is more diversified now, Rockford remains heavily dependent on manufacturing. Also in the 1980s, charges of discrimination were leveled at the public school district, culminating in a federal lawsuit and 12 years of federal supervision. These two major developments have had their effect on the local economy, the stability of good paying jobs and the psyche and self-esteem of the community. They also have affected Rockford's changing role and importance to the region, state, and to some degree the nation.Unquestionably, these dynamics have impacted healthcare in the community. Today, Rockford's metro area unemployment rate is 13.8 (October 2020) percent, which is an 8.8 percent increase from 2019. Community surveys have identified coronary heart disease, obesity, diabetes, cancer, pre-natal care and depression as major healthcare issues in our market.By virtue of its mission, location in the central city and relationships with other providers, UW Health serves the needs of many of the community's underserved. Finding ways to improve the health of all and to make Rockford a model community in which to live, work and worship are significant and strategic initiatives for UW Health.UW Health's Vision for a Healthier Community Community ChallengesIn recent years, UW Health helped fund the Winnebago and Boone Counties Healthy Community Study in partnership with the Rockford Regional Health Council. The purpose of the study was to develop information on the quality of life in the Rockford area to create and implement strategies to improve the lives of all residents. The study is an invaluable opportunity to connect with community stakeholders and discover unmet needs. The most recent study (2020) was dramatically impacted by COVID-19. Strengths included that 80-90 percent of respondents said they were able to get medical care when they needed it and that nearly 70 percent of people had seen a doctor for a checkup within the last 12 months. Weaknesses included that only half of the people in the region reported being able to access mental health/substance abuse care and that Blacks and Latinx report being able to access medical care less easily than White people.The survey also found that 39 percent of local residents are overweight. Poverty, access to healthy food and activity-friendly spaces and a lack of education about nutrition and following nutritional guidelines are culprits, according to community leaders who responded to surveys as part of the study.Behavioral health: In 2020, the local area had 167 mental health care providers - psychiatrists, psychologists, clinical social workers and counselors - for every 100,000 residents, substantially lower than the same ratios for the state (230) and nation (202).Maternal/prenatal/early childhood: The rate of total births to women age 15-19 per 1,000 female population age 15-19 was 24.6, significantly higher than the state ratio of 19.2.Access to care: The Affordable Care Act reduced by half the number of adults and children who lacked health insurance. But among those with less than a high school education, 25 percent of adults say it is hard for them to understand information that doctors and nurses and other health professionals tell them.Demographic ProfileIndividuals between ages 18 and 64 (working-aged adults) constitute 59.4% of the total population in Boone County and 58.7% of the total population in Winnebago County. Of the remaining population, 16.1% are ages 65 and older and 24.5% are under 18 in Boone County, and 18% are ages 65 and older and 23.34% are under 18 in Winnebago County. Overall, the population aged 65 and older in Winnebago County is slighter higher than that of Boone County and even higher than that of the State of Illinois.Population: The majority of the population in Boone County identified as White (72%). The next largest race is Hispanic (22%), followed by Black (3%). The majority of the population in Winnebago County identified as White (68%). The next largest races are Hispanic (13%) and Black (13%) followed by Asian (3%) and Other (3%).Ethnicity: Boone County has a higher Hispanic population than Winnebago County. Both Counties reported slightly lower Hispanic populations than the state and national metrics. Boone County has approximately 8500 individuals with a primary language of Spanish. This represents 16.9% of the population and is significantly higher than Winnebago County and State percentages.Social/Economic ProfileBoone County has an average per capita income of approximately $51,000, while Winnebago has a slightly lower average per capita income of around $47,000. The per capita income in Boone County is slightly higher than the state average, whereas the per capita income in Winnebago County is slightly lower than the state average of $50,000. Approximately 14.6% of the total Winnebago County population live in poverty. This is significantly higher than the total population living in Boone County and higher than the population living in poverty across both the state and county.Poverty is defined as the percent of low-income residents living below 300% of the Federal Poverty Level in the county. Both Boone and Winnebago counties see a significantly higher penetration of low-income residents vs. the penetration of low-income residents across the state.Education RatesBoth Boone and Winnebago Counties have lower percentages of the population with high school degrees compared to both sate and national percentages. Similarly, both counties have significantly lower percentages of the population with bachelor degrees or higher education compared to both state and national percentages.Health OutcomesWinnebago County has a medically underserved area (MUA 7011). The MUA designation was developed by the Health Resources and Services Administration (HRSA) and indicates that a combination of four components exists in the area:- A low ratio of primary medical care physicians per 1,000 population;- A high infant mortality rate;- A high percentage of the population with incomes below the poverty level;- A high percentage of the population age 65 or over. The SwedishAmerican CSA lies within the 40420 (Rockford, IL) Core-Based Statistical Area ("CBSA"). A CBSA is a U.S. geographic area defined by the Office of Management and Budget (0MB) that consists of one or more counties (or equivalents) anchored by an urban center of at least 10,000 people plus adjacent counties that are socioeconomically tied to the urban center by commuting.The SwedishAmerican CBSA has a Hierarchical Condition Categories (HCC) Risk Score of 1.02. The CMS-HCC risk score for a beneficiary is the sum of the score or weight attributed to each of the demographic factors and HCCs within the model. The CMS-HCC model is normalized to 1.0 (the national average). Beneficiaries would be considered relatively healthy, and therefore less costly, with a risk score less than 1.0. Thus, the beneficiaries in the SwedishAmerican CBSA are considered slightly less healthy and more costly compared to the national average (approximately a 1.09% difference).Other key findings from across the CBSA include a higher number of emergency department visits per 1,000 beneficiaries compared to the national average. Additionally, the number of emergency department visits and number of acute hospital readmissions at SwedishAmerican make up .1% of all emergency department visits and number of acute hospital readmissions throughout the county. Finally, the hospital readmission rate for the CBSA is consistent with the national average.The SwedishAmerican CSA leading causes of death include heart disease, influenza and pneumonia, kidney disease, accidents, chronic lower respiratory diseases, Alzheimer's, cancer, COVID-19 and diabetes. Within the CSA, chronic health conditions, particularly cancer, chronic lower respiratory disease, kidney disease and heart disease, were shown to be among the leading causes of death higher than the state average. Additionally, it was identified that the teen birth rate in Winnebago County was significantly higher than the State average. Other health conditions of note include the prevalence of diabetes and obesity are approximately equal to or higher than the state averages.Access to primary care remains a challenge within the SwedishAmerican CSA for both Boone and Winnebago counties. On average, the ratio of patient visits to primary care physicians in Boone County far exceeds ratio for the same in Winnebago County and both counties saw in 4-5% increase over the previous year. An analysis of patient visit data between 2019-2021 shows that approximately 60% of all SwedishAmerican patient visits fall within the following DRG categories: 1) Pregnancy, childbirth and puerperium; 2) Circulatory System; 3) Musculoskeletal System and Connective Tissue; 4) Respiratory system; and 5) Endocrine, nutritional & metabolic diseases and disorders. Part VI, Line 5: Making a DifferenceAlthough UW Health's community service efforts reach a broad segment of the population throughout northern Illinois, the hospital devotes a great deal of its energy and resources to serving the city's neediest people, many of whom live in the urban core where SwedishAmerican Hospital is located. Our organization contributes millions of dollars to charity and Medicaid care each year. Recognizing that healthy communities are characterized by strong interconnections between residents, infrastructure, organizations and services, we have worked in partnership with other community-based organizations as part of the non-profit Rockford Health Council Inc. The council seeks to build and improve community health through education, action, dialogue and legislative activity and serve as a catalyst and coordinator for agency and individual action to ensure access, cost effectiveness and quality. Beyond our work with the council, some of our initiatives take place in concert with other individual community organizations and healthcare providers, while others are carried out by UW Health teams. In the past, UW Health has worked with the City of Rockford and other area development groupsincluding ZION Development, Habitat for Humanity and Kids Around the Worldto serve as a catalyst for revitalizing the area surrounding our campus with homes, green space and commerce. A large part of this movement was a $100 million campus expansion and renovation project. Despite economic and strategic pressures to move eastward, as many businesses in our area have done, UW Health joined several other area organizations and made a commitment to remain in central Rockford. One immediate benefit of our redevelopment effort was the expansion of the hospital's emergency department. Among the state's busiest, this is where many of our community's underserved residents come for medical care. UW Health has sought to improve the community's health by taking effective lifestyle modification programs to the people who need them most. Although this applies to the community at large, we have taken special efforts to bring these strategies to the city's elderly and underserved residents. This is demonstrated by our successful program to improve the health of residents at Longwood Plaza, a senior housing facility located two blocks from our hospital's campus. Finally, beyond lifestyle modification our ongoing community health initiatives involve research-based health screening programs, as well as unique health education events that target both at-risk members of the community and healthcare providers. In the spring of 2022, UW Health Northern Illinois launched a mobile health unit in partnership with the City of Rockford, Rockford Fire Department and Molina Health. The van serves as a mobile clinic, taking care to people who need it and removing as many barriers as possible.UW Health's organization-led efforts to improve the quality of life in our community are not exclusively health-related. One example is the partnership we formed 20 years ago with nearby public schools, where a very high percentage of the students come from underserved families. The long-term and ongoing goal of our partnership with area schools has been to improve the academic and socioemotional well-being of the school environment and student body. While UW Health has come forward with a number of ideas and proposals for additional ways in which it can impact the students and faculty at area schools, it always has been sensitive to the wishes and desires of the community in implementing only those programs that correspond with the school's agenda and strategic goals.Beyond large-scale, organization-led initiatives, our employees independently devote extensive amounts of time and resources to a large number of programs, services and activities throughout northern Illinois.We continue to recognize that improving the health of our community means investing in our community. Following a detailed assessment of the region's population trends and projected healthcare needs, and keeping in line with our strategic planning process, UW Health completed plans for a $165 million investment in our community. This major construction, modernization and expansion project will help us continue to provide the outstanding, top-quality healthcare that residents of Rockford and surrounding communities expect and deserve. UW Health's building, renovation and modernization project has benefitted the community in a number of important ways. The total project consisted of these major components:Four-Story Women and Children's Hospital. With more than 2,000 deliveries and growing each year, we've designed this new facility to provide state-of-the-art care for new mothers and their infants. The hospital is home to the region's newest Level III NICU and includes in-house specialists from the University of Wisconsin American Family Children's Hospital. The facility features private labor and delivery suites and mother/baby suites as well as outpatient pediatric specialty clinics.New and Expanded Behavioral Health Services. Despite the increase of psychiatric afflictions such as depression and personality disorders, and the presence of a massive opioid epidemic sweeping our nation, many communities have downsized or eliminated behavioral health services. SwedishAmerican has chosen to go in a different direction. In response to the increased need for these services, we expanded our behavioral health program to 26 beds, including a new, much-needed, 16-bed child and adolescent unita service that had not been available in Rockford for more than 15 years.Three Additional Rockford Clinics. UW Health opened two primary care clinics in 2019 (Riverwest Clinic, now known as Marchesano Dr. Clinic, on the southwest side of Rockford and Creekside Medical Center, now known as the N. Bell School Rd. Clinic, on the north east side) and one in 2020 (Edgewater Medical Center, now known as 2909 N. Main St. Clinic, on the north west side), illustrating the organization's unwavering commitment to provide services where they are most needed. These locations have proven to be of particular importance to our community with the 2021 announcement from a competing hospital that they are removing west-side services on Rockton Avenue.Community Benefits Plan SummaryUW Health SwedishAmerican Hospital's Community Benefits Plan is focused on five objectives:Community Benefits Plan SummaryUW Health SwedishAmerican Hospital's Community Benefits Plan is focused on five objectives:1. Caring For Our Community Contributions2. Lifestyle Medicine and Wellness3. Academic & Career Promotion4. Health Education5. Community ServiceInitiatives designed to meet these objectives are on the following pages. Together, they illustrate our concerted effort to make improvements in the lives of residents at every life stage and income level. These programs reach young children, the elderly and underserved, people who are at risk for chronic diseases and healthcare professionals. Part VI, Line 6: Caring For Our Community ContributionsUW Health gives back directly to local non-profit organizations serving community members' greatest needs. Our strongest partnerships are with organizations aligned with our community health improvement priorities, addressing social determinants of health, and providing crucial health services. In fiscal year 2024, we will donate $350,000 locally. Key contributions in 2023 include:- $30,000 to the Crusader Community Health, the local federally qualified health center. Crusader is a valuable partner to UW Health Northern Illinois and serves some of the most vulnerable people in our community- $10,000 to the Rockford Fire Department to support fire prevention and community risk reduction programs- $10,000 to Rosecrance. UW Health Northern Illinois has a long history of supporting their work addressing mental health and substance use. Their services are needed more than ever, and they provide the path people need to successfully manage their recovery. - $10,000 to the University of Illinois College of Medicine Rockford. UW Health partners with the College of Medicine to develop the future of the healthcare workforce- $10,000 to the YWCA of Northwestern Illinois. The YWCA offers a wide variety of programs and services aligned with UW Health's priorities, and the two organizations continue to grow a partnership- $10,000 to Alignment Rockford to support their Ready to Learn with the Basics program. This initiative provides early childhood kits with books, educational toys and links to community resources for new parents distributed through UW Health clinics and in the community. The goal is to ensure parents are aware of the community services available to help them across a variety of areas- $10,000 to the Northern Illinois Foodbank to provide food to pantries across our service area- $6,000 to Carpenters Place, a local organization serving people without housing. Their services include a day shelter, case management, employment training, housing assistance and more, all helping people get the skills and stability they need to maintain permanent housing- $6,000 to support the Family Peace Center, a centralized multi-agency service center for adults and child survivors of interpersonal violence- $5,000 to The Haven Network, which provides critical services to families facing the loss of an infant. UW Health's Women & Children's Services team work closely with The Haven and connect patients with their services - $5,000 to Northern Illinois Hospice, which provides compassionate end of life care for many UW Health patients - $5,000 to the Boys and Girls Club of Rockford. This unrestricted contribution helps the club continue to offer critical afterschool pLifestyle Medicine and Wellness ProgramsUW Health is committed to building a healthier community of senior adults. In 2001, the health system and ZION Development Corporation began discussing the unique health needs of low-income senior residents living at Longwood Plaza, a 65-unit facility located two blocks from SwedishAmerican Hospital's campus. The two partners wanted to not only provide a way for seniors to have safe housing; they also wanted to equip residents with the tools and education for living healthier lives. With the assistance of a generous donation by the Walter D. Williams estate, SwedishAmerican and ZION created a wellness program to meet the needs of seniors' right where they lived. The program has been going strong since 2001.Every week, participants check in with a registered nurse for blood pressure, weight and fasting glucose if needed. Current health status, medication adherence, diet and nutrition are some of the topics discussed. Twice weekly, participants receive a therapeutic massage and meet individually with a fitness trainer for exercise. Monthly, healthy meals and nutrition presentations are held. Periodically, speakers from the community such as the fire and police department provide presentations. Some participants take advantage of the Licensed Clinic Professional Counselor that the program provides. As an incentive for participation, residents receive up to $40 off of their monthly rent. Academic & Career PromotionIn order to help young people understand the economics of life and open their minds to career possibilities within the business world, UW Health has made a major commitment to the community's public school system. Our employees have shared their professional experiences in the classroom and served as volunteers to tutor students. We've partnered with area schools as a part of our mission to care for our community through compassionate service. We realize that a stronger neighborhood, with achieving children and fully functioning families, is an environment where tomorrow's leaders may be nurtured and protected. As a major corporate anchor in the neighborhood and a source of influence within the greater community, UW Health believes that it has a responsibility to help create an environment at area schools that enables it to serve as an agent for growth, maturation and positive change. A UW Health representative has been involved with the schools' planning process since our partnerships began two decades ago. Over the last 20 years UW Health has positively impacted students and faculty in a number of ways, including: Academy Expo In 2019, we continued our efforts as a key community partner in expanding Rockford's Academy Expo. The purpose of the Academy Expo was to expose Rockford Public Schools 9th, 10th and 11th graders to a variety of careers to assist them in making an academy and forge a relevant link between high school curriculum and future careers. Unlike a job fair where students visit companies, the Academy Expo invited companies to present career options for students to explore. The main focus of the event, therefore, was to showcase a broad spectrum of possible careers. Students at the Academy Expo learned about classroom curriculum that will prompt them to develop professional behaviors and to evaluate their strengths/interests related to careers. Employees' Children Scholarship ProgramIn 2023, UW Health awarded 10 one-year $1,000 scholarships to children of SwedishAmerican associates. The Associates' Children Scholarship Program is designed to assist children of UW Health associates pursue higher education. Ready to Learn with the Basics initiative with Alignment RockfordUW Health partnered with Alignment Rockford in the fall of 2022 to launch the Ready to Learn with the Basics program. The program distributes educational kits to parents by UW Health providers. The kits also have links to connect families to community resources for assistance with housing, food security, domestic violence, immigration and more. The kits are uniquely designed to encourage healthy and proper emotional, physical, social and intellectual development. It has activity books, handouts, a list of phone apps to support language and literacy, as well as materials that can connect a child with their parent. UW Health contributed $10,000 to support the kits in 2023.Health EducationAccording to the Community Assessment, cancer and heart disease are the leading causes of death in the three-county area surrounding SwedishAmerican Hospital. These conditions also are leading contributors to "years of life lost" before age 65. In the last decade, the number of baby boomers born between 1946 and 1964 increased more than 31 percent in the Rockford area. As this demographic segment continues to age, it will result in an increased incidence of disease, as well as a range of health issues affecting midlife women. According to the Rockford Health Council's 2017 Healthy Community Study, among the 202,808 people living in Winnebago County, 9,823, or 4.8%, reported having been diagnosed with heart disease. The Illinois average is 3.8% while the nation is slightly higher at 4.4%. Because of these rates, UW Health is committed to educating public and professional audiences within our community about matters of prevention, detection and treatment. Opioid Education, Free Narcan Kits Drug overdose is the #1 cause of accidental death for adults in Illinois - 80% involve heroin.UW Health's EMS services in partnership with the Winnebago County Health Department and Hope Over Addiction offer free Narcan training classes. Free Narcan kits are provided after completion of the class. Our hospital also still participates in the Opioid Warm Hand-Off Program. Additionally, we have a partnership with Rockford Fire for our Mobile Integrated Health Behavioral Program that will allow us to meet patients in the community to assist with linking them to outpatient resources. Community ServicePartnership with IDHS in Fight against Opioid AddictionUW Health has been recognized by the Illinois Department of Human Services (IDHS) as one of only 14 Illinois hospitals that participates in its Warm Hand-off Program to combat opioid addiction. The IDHS Hospital Warm Hand-off Program connects recovery support specialists directly to patients with opioid use disorder while they are in the hospital recovering from an overdose or receiving other hospital treatment. UW Health will now have a recovery specialist that will do a Warm Hand-off with a patient when they leave the hospital to enter a treatment center. UW Health has hired and trained new employees to be involved in the collaborative relationship between the patient and recovery support specialist.Community Paramedic ProgramsIn 2016, UW Health continued to help connect underutilized resources to the underserved population at our health system through its Mobile Integrated Healthcare (MIH) program with Rockford Fire. Officials from both UW Health and Rockford Fire provided the community with an update on its partnership and the benefits it's had on the city of Rockford and surrounding communities.From August 2016 to December 2017 the program concentrated on UW Health patients with a high probability of readmission. Patients enrolled in the program experienced a reduction of Emergency Department (ED) visits by 35 percent, ambulance runs by 42 percent and hospital admissions by 40 percent.In 2018 the patients enrolled in the program came from referrals made by the Case Management program. During this time the MIH Manager saw 20 patients on a weekly basis often accompanied by a SwedishAmerican nurse case manager. Each patient received regularly scheduled home visits where the MIH Manager provided a medical assessment, ensured the patient was taking their prescribed medications and was following up with their primary care provider. The MIH Manager offered community resource support to help improve the patients' health and wellbeing. In addition, the MIH Manager checked smoke detectors, CO2 detectors and any hazards that may exist in the patient's home.Additionally, in 2018 expanded to include a partnership with Humana Inc., a large health insurance provider. With an expanded population to serve, an additional MIH Manager was appointed in April. MIH Managers made nearly 500 patient visits in 2018, and served 250 individual patients. The MIH Program's success can be measured by both evaluating the impact on the enrollee's overall health, and the cost savings to the healthcare system.- MIH Patients had a 50% decrease in ED arrival by ambulance.- MIH Patients had a 22% decrease in hospital admissions.- Rockford Fire and Swedish American realized a cost savings of $3,289.77 per enrolled MIH Patient.The MIH program began a program called "Knock and Talk" in 2018 to begin addressing the opioid epidemic in Rockford. This initiative was put in place due to a 28% increase in overdose deaths in Winnebago County from 2017 to 2018. This program involves an MIH Manager visiting an overdose patient transported by Rockford Fire within 72 hours to provide Naloxone. Naloxone is the only medication that is able to reverse an opioid overdose. This program is offered in conjunction with the Winnebago County Health Department Drug Overdose Prevention Program. Through a grant the Health Department is able to provide the Naloxone at no charge to the patient. Naloxone distribution through the MIH program was expanded to include patients who were active in their addiction, attempting to be in recovery, and many community groups. In all, the MIH program distributed over 2,000 Naloxone kits in the community including many UW Health staff who work in the hospital and UW Health clinics in order to raise awareness of the program and the local epidemic. In 2019, instead of the prediction of another year with increased overdose deaths, Winnebago County experienced a 27% reduction of overdose deaths. MIH also continued to provide in home patient visits providing over 600 patient interventions for patient education, medication reconciliation, connections to local resources such as food banks and housing, and home safety inspections. The MIH program has continued with the programs that began in 2019. In addition to the referrals from UW Health Case Management there has been an increase of referrals from within Rockford Fire as well. An additional MIH Manager was hired. The program began a pilot utilizing an MIH Manager and UW Health nursing staff from the Center for Mental Health. Connections with local resources have expanded to include Community Services for the homeless population. Leadership ServiceUW Health leaders serve on the board of directors for various non-profit and economic development organizations in our region, allowing them to share their skills and expertise to better serve community members. This offers an opportunity for our leaders to have bidirectional conversations with other service providers to share the real, everyday experiences of community members to influence the services each organization offers. Drives and DonationsSwedishAmerican employees have long been committed to serving the community by organizing several drives and donations throughout the year. Even with their challenging and busy schedules, employees have given back to the community in multiple ways, including:1) Child Life wish list donations2) Foster Care Alliance gift drive 3) Rock House Kids stocking stuffer donations4) Hat, scarf and mittens collection to benefit people without housing5) Marchesano Dr. Clinic back to school supply drive6) Marchesano Dr. holiday gift drive for the Superhero Center for Autism7) Rockford Police Department's Trunk or Treat giveaway8) School uniform drive for Lincoln Middle School students Part VI, Line 7: SA Hospital files a community benefit report with the Illinois Attorney General. 1 Aunt Martha's Youth Service Center Inc 19990 Governors Hwy Olympia Fields IL 60461 237188150 501(c)(3) 37500 0 Federally qualified health center that provides health services to uninsured and underserved in our community City of Rockford Fire Department PO Box 15537 Rockford IL 61132 366006082 City of Rockford 125000 0 Funding for a paramedic for the mobile integrated healthcare program 2 0 Part I, Line 2: Aunt Martha's Youth Service Center, Inc. is a federally qualified health center that provides health services to uninsured and under served in our community. SA Hospital works closely with the grantee organization or receives reports from them as appropriate. 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. 1 1 0 0 0 0 0 0 0 Elizabeth Bolt Trustee 0 962880 0 406895 0 453051 0 165875 0 37982 0 2026683 0 432157 Jateen Patel MD Physician 1149192 0 0 0 2338 0 14030 0 9302 0 1174862 0 0 0 Peter D Newcomer MD MMM Trustee 0 602328 0 338173 0 0 0 180355 0 1436 0 1122292 0 0 Travis Andersen President & CEO 685014 0 210627 0 118504 0 60071 0 25379 0 1099595 0 0 0 Ben Durkee MD Physician 999925 0 0 0 0 0 18453 0 38100 0 1056478 0 0 0 Mohamed Zeater MD Physician 959760 0 0 0 0 0 15250 0 42980 0 1017990 0 0 0 Yaser Siraj MD Physician 916241 0 0 0 4088 0 17080 0 10364 0 947773 0 0 0 Eric Xanthopoulos MD Physician 871114 0 0 0 0 0 14030 0 29851 0 914995 0 0 0 Thomas O'Connor Former President & CEO 50986 0 0 0 710161 0 0 0 0 0 761147 0 0 0 William Cunningham MD Medical Staff President 589629 0 17000 0 2338 0 22113 0 45461 0 676541 0 0 0 Patricia DeWane VP, CFO, & Treasurer 384070 0 177799 0 4802 0 54710 0 7883 0 629264 0 0 0 Timothy Flynn MD President, SA Medical Group 375489 0 109771 0 30272 0 48610 0 8195 0 572337 0 0 0 Michael Polizzotto Former CMO/CMIO 371875 0 29711 0 89645 0 18453 0 37230 0 546914 0 88726 0 Ann Gantzer MD VP Patient Svcs/CNO (until 9/23/22) 262925 0 136116 0 88145 0 5902 0 31968 0 525056 0 86178 0 Julia Zimmerman VP Strategic Growth 244658 0 82585 0 16692 0 19896 0 43397 0 407228 0 14725 0 Allen D Williams MD Trustee 325237 0 5600 0 2221 0 24400 0 40353 0 397811 0 0 0 Thomas Schiller MD Former Chief Clinical Integ. Officer 332480 0 0 0 2338 0 24400 0 32264 0 391482 0 0 0 James Cole DO VP Medical Affairs/CMO 0 304466 0 0 0 0 0 60893 0 63 0 365422 0 0 Sal Ababneh COO & President of UWNI Hospitals 208532 0 40000 0 65749 0 19878 0 26190 0 360349 0 0 0 Tiffanie Ferry MD Trustee (until 12/31/22) 209627 0 10000 0 10322 0 15062 0 39283 0 284294 0 0 0 William Mewes Interim VP Patient Services/CNO 194886 0 15472 0 0 0 13766 0 38202 0 262326 0 0 0 Rosa Jeschke VP Human Resources 171122 0 0 0 5163 0 13963 0 6130 0 196378 0 0 0 Jedediah Cantrell Former VP Operations 59096 0 0 0 91679 0 438 0 9154 0 160367 0 91176 0 Celia Shaughnessy Former VP Human Resources 105800 0 0 0 0 0 0 0 0 0 105800 0 0 0 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 2022 include: Tom O'Connor - $710,161. These payments are reported as taxable compensation on Part II, column (B)(iii). Contributions to the 457(f) plan during 2022 include: Peter Newcomer - $119,355; Elizabeth Bolt - $143,610; Travis Andersen - $59,719; Patricia DeWane - $30,310; Timothy Flynn MD - $24,210; Sal Ababneh - $19,878 Rosa Jeschke - $13,963. Payments from the 457(f) plan during 2022 include: Elizabeth Bolt - $432,157; Michael Polizzotto - $88,726; Ann Gantzer - $86,178; Julia Zimmerman - $14,725; Jedediah Cantrell - $91,176. 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). A Illinois Finance Authority - 2010A 861091967 2016-10-11 8820000 See Part VI 0 0 0 B Illinios Finance Authority - 2010B 861091967 2016-10-26 8370000 See Part VI 0 0 0 C University of Wisconsin Hospitals and Clinics Authority - 2018A 391835630 915260CQ4 2018-11-15 120913330 See Part VI 0 0 1 D University of Wisconsin Hospitals and Clinics Authority - 2018C 391835630 915260CQ4 2018-11-15 63918493 See Part VI 0 0 1 A 4410000 8820000 8820000 2010 1 0 1 1 B 4030000 8370000 8370000 2010 1 0 1 1 C 2626417 125733091 913330 124819761 2021 0 0 1 1 D 363493 63918493 363493 63555000 2007 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 0 1 0 1 0 0 0 1 A 1 B 1 C 1 D 1 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. A University of Wisconsin Hospitals and Clinics Authority - 2020D 391835630 915260AA0 2020-12-18 45200000 See Part VI 0 0 1 A 130297 45330297 130297 45200000 2013 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 Andrea Fulcomer See Part V 64891 See Part V 0 Emily Schubert See Part V 92267 See Part V 0 Sch L, Part IV, Business Transactions Involving Interested Persons: (b) Relationship Between Interested Person and Organization:Spouse of trustee Eric Fulcomer(d) Description of Transaction: Compensation(b) Relationship Between Interested Person and Organization:Family member of trustee Kathleen Kelly(d) Description of Transaction: Compensation Form 990, Part VI, Section A, line 6 SwedishAmerican Health System Corporation (SAHSC) is the sole corporate member of SwedishAmerican Hospital. Form 990, Part VI, Section A, line 7a SwedishAmerican Health System Corporation is the sole corporate member of SwedishAmerican Hospital and as such appoints all trustees. Form 990, Part VI, Section A, line 7b SAHSC shall have powers and voting rights to do the following: (a) Appoint all the Trustees of the Hospital. (b) Elect the President and Chief Executive Officer of SAHSC, who shall automatically become the Hospital's President and Chief Executive Officer (this officer is sometimes also referred to in these Bylaws as the "President"). (c) Approve expressly all amendments to the Hospital's Articles of Incorporation and Bylaws. (d) Approve annual budgets, and strategic, long-range and health manpower development plans of the Hospital. (e) Approve all contracts of indebtedness that exceed One Million Dollars ($1,000,000.00) in principal amount or that are effective for longer than sixty (60) months. "Contracts of Indebtedness" shall mean notes, bonds or other written evidences of borrowings. (f) Approve all plans of merger or consolidation of the Hospital; or the sale, lease, exchange, mortgage, pledge or other disposition of all or substantially all, the property and assets of the Hospital; or a voluntary dissolution of the Hospital. (g) Require the Hospital's Board of Trustees to take any action (including amending the Hospital's Articles of Incorporation or Bylaws), or to modify or rescind an action already taken, if either the Hospital or SAHSC receives notification from a federal agency that failure to take the action, or to modify or rescind an action already taken, may result in the Hospital's failure to obtain or maintain its exemption as an organization described m Section 501(c)(3) of the Code; provided, however, that: (i) SAHSC shall exercise this authority only to the extent necessary to eliminate the basis for the federal agency's position and only after the Hospital and/ or SAHSC have exhausted other alternative means available to each of them to address the matter (to the extent the exhaustion of such other alternatives will not, through lapse of time or otherwise, cause the Hospital not to obtain or maintain its federal tax exemption); and (ii) in the event SAHSC is required to exercise this authority, prior to or as soon as possible thereafter, the Hospital's Board of Trustees and SAHSC jointly shall use their best efforts to develop a mutually acceptable plan of action to appropriately address the objections of the Hospital's Board of Trustees, if any, to the actions of SAHSC. Form 990, Part VI, Section B, line 11b A draft version of the Form 990 was reviewed by the Chief Financial Officer. The entire Board of Trustees were provided with a copy of the Form 990 before it was filed. Form 990, Part VI, Section B, line 12c The organization regularly and consistently monitors and enforces compliance with its conflict of interest policies, which apply to all members of the Board of Trustees and to all employees. Procedures are in place to identify conflicts of both trustees and employees. Trustee conflicts are handled by Board deliberation and Board vote from which the interested director is excluded. Employee conflicts are handled by the compliance department and in certain instances may require separate Board action. The Board is provided with periodic compliance reports regarding conflicts of interest. Form 990, Part VI, Section B, line 15 All compensation is determined by the Executive Compensation Committee of SwedishAmerican Health System Corporation and is paid by SwedishAmerican Hospital. All compensation decisions are made by independent persons. With respect to the President & CEO and other Officers, SwedishAmerican Health System Corporation follows a compensation approval procedure annually that involves approval of proposed and final compensation arrangements by SwedishAmerican Health System Corporation's Executive Compensation Committee using comparability data, as well as contemporaneous documentation of compensation decisions in the minutes. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and financial statements have not been made available to the public. The consolidated audited financial statements of SwedishAmerican Health System, which includes SwedishAmerican Hospital, are available upon request. Form 990, Part IX, line 11g Professional Fees: Program service expenses 40,221,610. Management and general expenses 2,118,466. Fundraising expenses 0. Total expenses 42,340,076. Outside Labor: Program service expenses 27,272,807. Management and general expenses 1,078,311. Fundraising expenses 0. Total expenses 28,351,118. Purchased Services: Program service expenses 16,476,487. Management and general expenses 6,409,956. Fundraising expenses 0. Total expenses 22,886,443. Misc. Professional Fees: Program service expenses 4,188. Management and general expenses 376,269. Fundraising expenses 0. Total expenses 380,457. Form 990, Part XI, line 9: Joint Venture Book/Tax Difference -144,532. SwedishAmerican Foundation Net Assets -18,261,897. Generations Fertility Care 2365 Deming Way Middleton WI 53562 273496527 Reproductive endocrinology and infertility services WI 501(c)(3) Line 10 N/A 0 Isthmus Project Inc 600 Highland Avenue Madison WI 53792 832278676 Research and innovation WI 501(c)(3) Line 12a, I University of WI Hospital and Clinics Authority 0 Madison Surgery Center 7974 UW Health Court Middleton WI 53562 391940656 Health care services and training WI 501(c)(3) Line 10 N/A 0 Regional Division Inc 7974 UW Health Court No MC1020 Middleton WI 53562 391446049 Regional Parent Corp. to manage and direct activities of entities WI 501(c)(3) Line 12a, I University of WI Hospital and Clinics Authority 0 SwedishAmerican Health Foundation 1415 East State St Rockford IL 61104 363097493 Supports fundraising for SwedishAmerican Hospital IL 501(c)(3) Line 7 SwedishAmerican Health System Corporation 1 SwedishAmerican Health System Corporation 1401 East State St Rockford IL 61104 363241458 Parent Corporation to manage and direct activites of entities IL 501(c)(3) Line 12a, I Regional Division Inc 0 SwedishAmerican Hospital Self Insurance Trust 1401 East State Street Rockford IL 61104 366652702 Hospital Malpractice Trust VT 501(c)(3) Line 12a, I SwedishAmerican Hospital 1 SwedishAmerican Realty Corporation 1313 East State Street Rockford IL 61104 363248013 Title Holding Company IL 501(c)(2) SwedishAmerican Health System Corporation 1 University Health Care Inc 7974 UW Health Court Middleton WI 53562 472553196 Support Organization WI 501(c)(3) Line 12a, I University of WI Hospital and Clinics Authority 0 University of Wisconsin Hospital and Clinics Authority 7974 UW Health Court Middleton WI 53562 391835630 Hospital and Clinics WI 501(c)(3) Line 3 N/A 0 University of Wisconsin Medical Foundation 7974 UW Health Court Middleton WI 53562 391824445 Physician Services WI 501(c)(3) Line 10 University of WI Hospital and Clinics Authority 0 UW Health ACO Inc 7974 UW Health Court Middleton WI 53562 455490584 Accountable Care Organization WI 501(c)(3) Line 10 University of WI Hospital and Clinics Authority 0 Wisconsin Therapies Inc 7974 UW Health Court Middleton WI 53562 391807425 Infusion Therapy WI 501(c)(3) Line 12a, I University of WI Hospital and Clinics Authority 0 Chartwell Wisconsin Enterprises LLC 2241 Pinehurst Drive Middleton WI 53562 391796267 Parent Entity of CW and CMw-HR WI N/A N/A 0 0 Madison Medical Center LLP 7974 UW Health Court Middleton WI 53562 391329429 Real Estate WI N/A N/A 0 0 Northern Illinois Vein Clinic 2550 Charles Street Rockford IL 61108 201642329 Outpatient Health Services IL N/A RELATED 85661 -23052 0 1 0.50000 Sixth Street Medical LLC 7974 UW Health Court Middleton WI 53562 472705724 Real Estate WI N/A N/A 0 0 Three Rivers Partners LLC 1313 East State Street Rockford IL 61104 262231757 Information Technology Services IL N/A N/A 0 0 Physician's Care Network 1313 East State Street Rockford IL 61104 363455791 Health Services IL N/A C 1 Quartz Health Benefit Plans Corporation 840 Carolina Street Sauk City WI 53583 391450766 Health Maintenance Organization WI N/A C 0 Quartz Health Insurance Corporation 840 Carolina Street Sauk City WI 53583 391565691 Health Maintenance Organization WI N/A C 0 Quartz Health Solutions Inc 840 Carolina Street Sauk City WI 53583 465710709 Insurance WI N/A C 0 Quartz Holding Company 840 Carolina Street Sauk City WI 53583 821728929 Holding Company WI N/A C 0 SARI Insurance Company 76 St Paul Street Suite 500 Burlington VT 054014477 030308753 Captive Insurance Company VT N/A C 1 State & Charles Inc 1313 East State Street Rockford IL 61104 363321193 Holding Company IL N/A C 1 SwedishAmerican Health Management Corp 1401 East State Street Rockford IL 61104 363246511 Management Services IL N/A C 1 Wisconsin Dialysis 3034 Fish Hatchery Road Fitchburg WI 53713 300072647 Dialysis Services WI N/A C 0 Charitable Remainder Unitrusts (5) Trust IL N/A T 1 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 0 SwedishAmerican Health Foundation C 267970 Cost SwedishAmerican Hospital Self Insurance Trust Q 203661 Cost SwedishAmerican Realty Corporation K 6693588 Cost Three Rivers Partners LLC J 315116 Cost University of WI Medical Foundation P 4809156 Cost University of WI Hospital and Clinics P 14665384 Cost Regional Division Inc Q 81989 Cost University of WI Hospital and Clinics E 221886241 Cost