SWEDISHAMERICAN HOSPITAL: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SWEDISHAMERICAN HOSPITAL (EIN 36-2222696)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-08-16
- IRS object ID
- 202112289349302741
- Schema version
- 2019v5.2
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-16T13:23:36-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wacker Dr Ste 3300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362222696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SwedishAmerican Hospital | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWED | BusinessNameControlTxt |
| Phone | 7796964727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 East State Street | AddressLine1Txt |
| City | Rockford | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 611042298 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patricia DeWane | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 7796964727 | PhoneNum |
| Signature | 2021-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | Thomas O'Connor | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 East State Street | AddressLine1Txt |
| City | Rockford | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $638,871,717 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.swedishamerican.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1911 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Through excellence in healthcare and compassionate service, we care for our community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 4027 | TotalEmployeeCnt |
| Total Volunteers | 262 | TotalVolunteersCnt |
| Total Gross UBI | $230,622 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$20,193 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $928,787 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,157,310 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $606,746,310 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $616,063,023 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,060,969 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,572,317 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,037,255 | PYOtherRevenueAmt |
| CY Other Revenue | $6,233,212 | CYOtherRevenueAmt |
| PY Total Revenue | $628,773,321 | PYTotalRevenueAmt |
| CY Total Revenue | $637,025,862 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $413,463 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $254,495 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $287,735,495 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $298,560,801 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $306,895,628 | PYOtherExpensesAmt |
| CY Other Expenses | $328,861,070 | CYOtherExpensesAmt |
| PY Total Expenses | $595,044,586 | PYTotalExpensesAmt |
| CY Total Expenses | $627,676,366 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,728,735 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,349,496 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $927,080,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $973,707,288 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $403,241,239 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $446,467,974 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $523,839,241 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $527,239,314 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Through excellence in healthcare and compassionate service, we care for our community. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $363,517,614 | ExpenseAmt |
| Grant | $254,495 | GrantAmt |
| Revenue | $402,711,866 | RevenueAmt |
| Desc | SwedishAmerican Hospital (SAH) operates two full service acute care hospitals with a combined total of 383 licensed beds serving the greater Rockford region, Northern Illinois and Southern Wisconsin. Our vision is to develop a fully integrated healthcare delivery network that will continuously set the standard for quality care and service, accept responsibility for building a healthier population, provide regional access, improve resource utilization through collaboration with key stakeholders, and manage patient care and our resources in such a way that we create value for our patients and benefit for our community. During 2020, we cared for 14,469 inpatients and performed 1,121,453 outpatient procedures. This includes 69,882 emergency room visits and 1,635 deliveries. We sponsor the University of Illinois - College of Medicine Program and provided $4.9 million in education for primary care residents. Our employees and volunteers provided near 19,000 hours in unpaid community services. SwedishAmerican recognizes its responsibility to all the people of our community, regardless of their ability to pay for care. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $108,964,824 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $159,016,180 | RevenueAmt |
| Desc | SwedishAmerican Hospital employs primary care and specialty physicians who practice at 34 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 2020, our physician encounters were 388,407. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,501,270 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $54,200,215 | RevenueAmt |
| Desc | SwedishAmerican Regional Cancer Center opened to the public in October 2013 and has been providing leading edge cancer care treatment for the Rock River Valley. The center is part of a collaborative with UW Health and its nationally recognized University of Wisconsin Carbone Cancer Center. The two-story facility offers radiation therapy, medical oncology, chemotherapy and infusion services. Patients have access to clinical trials, state-of-the-art linear acceleratory treatments such as IGRT, IMRT, Rapid Arc, OBI and stereotactic services, and advanced medical imaging. The Regional Cancer Center is staffed by medical and radiation oncologists, physicists, dosimetrists, radiation therapists and nurses. During 2020, our out-patient encounters were over 25,681. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,839,349 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,148,772 | RevenueAmt |
| Desc | 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 2020, we recorded 24,119 visits. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,839,349 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $6,148,772 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $524,823,057 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | Yes (1) | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | Yes (1) | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 306 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4027 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patricia DeWane | PersonNm |
| Phone | 7796964727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 East State Street | AddressLine1Txt |
| City | Rockford | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Elizabeth Bolt | ||||||||||
| Trustee | 2.00 | 55.00 | Yes (X) | $0 | $1,418,724 | $166,226 | ||||
| Michael J Born MD | ||||||||||
| President & CEO (until 10/29/19) | 40.00 | 6.00 | Yes (X) | $1,001,213 | $0 | $45,198 | Yes (X) | |||
| Jateen Patel MD | ||||||||||
| Physician | 40.00 | 0.00 | $944,414 | $0 | $36,234 | Yes (X) | ||||
| Mohamed Zeater MD | ||||||||||
| Physician | 40.00 | 0.00 | $870,089 | $0 | $56,542 | Yes (X) | ||||
| Tarek Harb MD | ||||||||||
| Physician | 40.00 | 0.00 | $796,031 | $0 | $56,775 | Yes (X) | ||||
| Gayatri Sonti DO | ||||||||||
| Physician | 40.00 | 0.00 | $750,504 | $0 | $35,369 | Yes (X) | ||||
| Ann Gantzer MD | ||||||||||
| Chief Nursing Officer | 40.00 | 0.00 | $663,137 | $0 | $103,096 | Yes (X) | ||||
| Michael E Dallman | ||||||||||
| UW RDI Rep. (until 6/22/20) | 2.00 | 55.00 | Yes (X) | $0 | $647,480 | $109,548 | ||||
| Yaser Siraj MD | ||||||||||
| Physician | 40.00 | 0.00 | $708,094 | $0 | $22,274 | Yes (X) | ||||
| Patricia DeWane | ||||||||||
| Chief Financial Officer | 40.00 | 8.00 | $576,411 | $0 | $61,347 | Yes (X) | ||||
| William Cunningham MD | ||||||||||
| Medical Staff 1st Vice President | 40.00 | 0.00 | Yes (X) | $567,868 | $0 | $44,685 | ||||
| Donald Daniels | ||||||||||
| VP & Chief Operating Officer | 40.00 | 8.00 | $466,333 | $0 | $106,594 | Yes (X) | ||||
| Michael Polizzotto MD | ||||||||||
| Chief Medical Officer/CMIO | 40.00 | 0.00 | $470,873 | $0 | $78,467 | Yes (X) | ||||
| Allen D Williams MD | ||||||||||
| Trustee | 40.00 | 6.00 | Yes (X) | $301,163 | $0 | $56,909 | ||||
| Thomas Schiller MD | ||||||||||
| Former Chief Clinical Integ. Off. | 0.00 | 0.00 | $318,004 | $0 | $35,926 | Yes (X) | ||||
| Tiffanie Ferry MD | ||||||||||
| Trustee | 40.00 | 6.00 | Yes (X) | $210,724 | $0 | $42,838 | ||||
| Jennifer Maher | ||||||||||
| Interim President & CEO | 40.00 | 6.00 | Yes (X) | $80,589 | $0 | $151 | Yes (X) | |||
| Mark Cormier MD | ||||||||||
| Medical Staff Past President | 2.00 | 0.00 | Yes (X) | $13,000 | $0 | $0 | ||||
| Steven Ikenberry MD | ||||||||||
| Medical Staff President | 2.00 | 0.00 | Yes (X) | $6,500 | $0 | $0 | ||||
| William C Roop | ||||||||||
| Chairman of the Board | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Jeffrey J Kaney Sr | ||||||||||
| 1st Vice Chairman/Secretary | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Daniel T Ross | ||||||||||
| 2nd Vice Chairman/Asst.Secretary | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Rev Dr Kenneth Board | ||||||||||
| 2nd Vice Chairman (until 9/1/19) | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Thomas R Walsh | ||||||||||
| Audit/Compliance Chairman | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| Patrick Derry | ||||||||||
| Quality and Safety Chairman | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| Marco T Lenis | ||||||||||
| Chairman of HR Committee | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| Amy J Wilcox | ||||||||||
| Trustee | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| David R Rydell | ||||||||||
| Trustee (until 10/3/19) | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| Eric Fulcomer PhD | ||||||||||
| Trustee | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| Frank E Walter | ||||||||||
| Trustee | 2.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gregory R Jury | ||||||||||
| Trustee | 2.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||||
| Helen Chung Hill | ||||||||||
| Trustee | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey S Hultman | ||||||||||
| Trustee | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael K Broski | ||||||||||
| Trustee | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| Steven C Sjogren | ||||||||||
| Trustee | 2.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kathleen Kelly MD | ||||||||||
| Trustee | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| Anqunette Parham | ||||||||||
| Trustee | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,744,947 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,066,204 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,058,179 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 376 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ringland Johnson Construction | |||||
| 1725 Huntwood Drive | Cherry Valley | IL | 61016 | Construction Services | $29,313,718 |
| Scandroli Construction Company | |||||
| 823 North Madison Street | Rockford | IL | 61107 | Construction Services | $12,115,475 |
| University of Illinois | |||||
| 28394 Network Place | Chicago | IL | 60673 | Physician Services | $4,930,474 |
| Schmeling Construction | |||||
| 315 Harrison Avenue | Rockford | IL | 61104 | Construction Services | $4,923,101 |
| Sound Physicians of Illinois | |||||
| 401 S Lasalle Street | Chicago | IL | 60605 | Physician Services | $3,834,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 120 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,413,247 | RelatedOrganizationsAmt |
| Government Grants | $744,063 | GovernmentGrantsAmt |
| Total Contributions | $2,157,310 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Patient Services | 621990 | $387,383,107 | $387,383,107 |
| Medicare/Medicaid | 621990 | $214,676,094 | $214,676,094 |
| CARES Act Revenue | 900099 | $11,928,647 | $11,928,647 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,075,175 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,075,175 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $616,063,023 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,443,603 | TotalRevenueColumnAmt |
| Exclusion | $8,443,603 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,961 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,381 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$11,420 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,420 | TotalRevenueColumnAmt |
| Exclusion | -$11,420 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,627,198 | SecuritiesAmt |
| Other | $331,990 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,722,318 | SecuritiesAmt |
| Other | $108,156 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,904,880 | SecuritiesAmt |
| Other | $223,834 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,128,714 | TotalRevenueColumnAmt |
| Exclusion | $4,128,714 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Day Care Center | 624410 | $1,668,122 | $1,668,122 | |
| Interdept. Billing | 561000 | $1,339,209 | $1,339,209 | |
| Cafeteria & Vending | 722514 | $1,299,407 | $1,290,791 | $8,616 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,937,894 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,715,888 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $222,006 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,244,632 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $637,025,862 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $622,077,033 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $230,622 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,560,897 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,495 | TotalAmt |
| Program Services | $242,495 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,560,395 | TotalAmt |
| Program Services | $1,107,600 | ProgramServicesAmt |
| Management And General | $6,452,795 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,649 | TotalAmt |
| Program Services | $232,941 | ProgramServicesAmt |
| Management And General | $167,708 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,559,249 | TotalAmt |
| Program Services | $193,716,275 | ProgramServicesAmt |
| Management And General | $36,842,974 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,593,594 | TotalAmt |
| Program Services | $1,117,955 | ProgramServicesAmt |
| Management And General | $8,475,639 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,053,879 | TotalAmt |
| Program Services | $28,074,179 | ProgramServicesAmt |
| Management And General | $6,979,700 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,393,035 | TotalAmt |
| Program Services | $12,839,149 | ProgramServicesAmt |
| Management And General | $2,553,886 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,576 | TotalAmt |
| Management And General | $422,576 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,875 | TotalAmt |
| Management And General | $232,875 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,573 | TotalAmt |
| Management And General | $119,573 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,506 | TotalAmt |
| Management And General | $514,506 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,338,333 | TotalAmt |
| Program Services | $35,603,500 | ProgramServicesAmt |
| Management And General | $8,734,833 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,438,571 | TotalAmt |
| Program Services | $55,989 | ProgramServicesAmt |
| Management And General | $2,382,582 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,915,025 | TotalAmt |
| Program Services | $3,988,040 | ProgramServicesAmt |
| Management And General | $2,926,985 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,682,916 | TotalAmt |
| Program Services | $1,546,859 | ProgramServicesAmt |
| Management And General | $6,136,057 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,773,946 | TotalAmt |
| Program Services | $14,388,556 | ProgramServicesAmt |
| Management And General | $4,385,390 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,219 | TotalAmt |
| Program Services | $177,785 | ProgramServicesAmt |
| Management And General | $64,434 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,326 | TotalAmt |
| Program Services | $111,870 | ProgramServicesAmt |
| Management And General | $219,456 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,690,770 | TotalAmt |
| Program Services | $1,720,909 | ProgramServicesAmt |
| Management And General | $969,861 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,237,308 | TotalAmt |
| Program Services | $20,431,187 | ProgramServicesAmt |
| Management And General | $3,806,121 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,665,578 | TotalAmt |
| Program Services | $2,742,783 | ProgramServicesAmt |
| Management And General | $3,922,795 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Patient Supplies | $105,644,149 | $103,964,241 | $1,679,908 |
| Bad Debts | $69,772,185 | $69,772,185 | |
| IPA Provider Tax | $20,904,024 | $20,904,024 | |
| UBI Tax Expense | $86,000 | $86,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,849,190 | TotalAmt |
| Program Services | $12,072,535 | ProgramServicesAmt |
| Management And General | $4,776,655 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,676,366 | TotalAmt |
| Program Services | $524,823,057 | ProgramServicesAmt |
| Management And General | $102,853,309 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,385,312 | BOYAmt |
| EOY | $97,707,394 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,871,483 | BOYAmt |
| EOY | $56,586,593 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,974,419 | BOYAmt |
| EOY | $10,710,309 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,703,505 | BOYAmt |
| EOY | $11,448,658 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $518,952,913 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,892,037 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,402,094 | BOYAmt |
| EOY | $397,060,876 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,137,505 | BOYAmt |
| EOY | $23,007,677 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,730,451 | BOYAmt |
| EOY | $265,847,805 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,893,255 | BOYAmt |
| EOY | $4,738,682 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,982,456 | BOYAmt |
| EOY | $106,599,294 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $927,080,480 | BOYAmt |
| EOY | $973,707,288 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,174,763 | BOYAmt |
| EOY | $86,591,974 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,758,501 | BOYAmt |
| EOY | $234,244,199 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,307,975 | BOYAmt |
| EOY | $125,631,801 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,241,239 | BOYAmt |
| EOY | $446,467,974 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514,170,379 | BOYAmt |
| EOY | $518,480,740 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,668,862 | BOYAmt |
| EOY | $8,758,574 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,839,241 | BOYAmt |
| EOY | $527,239,314 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $927,080,480 | BOYAmt |
| EOY | $973,707,288 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,349,496 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,270,759 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,678,664 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $119,573 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $119,573 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Portions of the 2019/2020 Illinois Health and Hospital Association and American Hospital Association dues are used for lobbying: $59,573. A law firm was engaged to review legislation affecting hospitals: $60,000. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,189,894 | BeginningYearBalanceAmt |
| Contributions | $10,679 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,961 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $275,099 | OtherExpendituresAmt |
| End Year Balance | $6,911,513 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,072,405 | BeginningYearBalanceAmt |
| Contributions | $12,701 | ContributionsAmt |
| Investment Earnings Or Losses | $320,291 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $215,503 | OtherExpendituresAmt |
| End Year Balance | $7,189,894 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,676,376 | BeginningYearBalanceAmt |
| Contributions | $90,495 | ContributionsAmt |
| Investment Earnings Or Losses | $632,791 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $327,257 | OtherExpendituresAmt |
| End Year Balance | $7,072,405 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,662,294 | BeginningYearBalanceAmt |
| Contributions | $10,754 | ContributionsAmt |
| Investment Earnings Or Losses | $480,152 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $476,824 | OtherExpendituresAmt |
| End Year Balance | $6,676,376 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,112,945 | BeginningYearBalanceAmt |
| Contributions | $10,986 | ContributionsAmt |
| Investment Earnings Or Losses | -$203,624 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $258,013 | OtherExpendituresAmt |
| End Year Balance | $6,662,294 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.62800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,343,856 | OtherCostOrOtherBasisAmt |
| Book Value | $9,343,856 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $284,830,415 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,330,305 | DepreciationAmt |
| Book Value | $246,500,110 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,782,368 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,847,207 | DepreciationAmt |
| Book Value | $12,935,161 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $192,675,128 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,825,556 | DepreciationAmt |
| Book Value | $120,849,572 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,321,146 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,888,969 | DepreciationAmt |
| Book Value | $7,432,177 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $397,060,876 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial Interest in Investment Pool | Desc |
| Book Value | $265,847,805 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $265,847,805 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Advance to American Restaurant Assoc. (ARA) | $189,268 |
| Interest In Net Assets of Recipient Organization | $19,068,974 |
| Due from Affiliated Organization | $16,798,931 |
| Insurance Recoveries Recievable | $11,817,202 |
| Bond Project Fund | $58,724,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $106,599,294 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Third Party Payors | $101,007,062 |
| Reserve for Self Insurance | $18,070,902 |
| Deferred Compensation | $5,160,626 |
| Asbestos Retirement Obligation | $143,211 |
| Current Maturities of Long-term Debt | $1,250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $125,631,801 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 continued tax-exempt status of bonds issued by the obligated group, 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, 2020 and 2019, 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, 2017. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 600.000000000000 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,834,363 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,834,363 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00510 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $99,509,477 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $83,888,370 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,621,107 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02800 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,633,550 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,027,936 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,605,614 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00290 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $107,977,390 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $87,916,306 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $20,061,084 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03600 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $296,016 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $296,016 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00050 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,475,735 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,533,594 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,942,141 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00890 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $31,865,735 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,511,947 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $29,353,788 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05260 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $434,413 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $434,413 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00080 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $706,337 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $164,165 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $542,172 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00100 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $40,778,236 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,209,706 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $35,568,530 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06380 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $148,755,626 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $93,126,012 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $55,629,614 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09980 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $69,772,185 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $10,465,828 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $70,498,171 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $77,197,122 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$6,698,951 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| 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 |
| 3 Forest City Diagnostic Imaging LLC | |||
| Outpatient Diagnostic Imaging | 0.49000 | 0.00000 | 0.51000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SwedishAmerican Hospital | ||||||||||||
| 1 | 1401 East State Street | Rockford | IL | 61104 | www.swedishamerican.org | IL License: 0002725 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A |
| SwedishAmerican Medical Ctr Belvidere | ||||||||||||
| 2 | 1625 S State Street | Belvidere | IL | 61008 | www.swedishamerican.org | IL License: 0005504 | Yes (X) | Yes (X) | Yes (X) | A | ||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Facility Reporting Group - A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 18 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | www.swedishamerican.org/community-health-needs-assessment | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 18 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | www.swedishamerican.org/community-health-needs-assessment | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 600.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | www.swedishamerican.org/patients/financial-assistance-policy | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | www.swedishamerican.org/patients/financial-assistance-policy | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | www.swedishamerican.org/patients/financial-assistance-policy | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Section B | Facility Reporting Group A |
| Facility Reporting Group A consists of: | - Facility 1: SwedishAmerican Hospital, - Facility 2: SwedishAmerican Medical Ctr. Belvidere |
| Group A-Facility 1 -- SwedishAmerican Hospital Part V, Section B, line 5: | SwedishAmerican Hospital (SAH) participated in the Rockford Regional Health Council 2017 Healthy Community Study and provided funding to the RRHC for the purpose of conducting this study. Primary data was collected from Community Analysis, Household and Key Informant Surveys. The Hospital also engaged a third party to collect secondary data on a broad array of health indicators and demographic information. The Community Study consisted of six sections including demographics, social and economic characteristics, physical environment, clinical care, health behaviors, and health outcomes. The Household Survey was conducted via telephone, email, and conventional mail to a random cross section of residents living within Winnebago and Boone Counties. A total of 1,602 individuals completed the Household Survey for a response rate of 13% and 28 organizations completed the Key Informant Survey for a response rate of 42%. |
| Group A-Facility 1 -- SwedishAmerican Hospital 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. Both Hospital Facilities defined its community for the CHNA as Boone and Winnebago Counties, Illinois since over 80% of inpatients draw from this area. The CHNA was conducted together for both facilities. |
| Group A-Facility 1 -- SwedishAmerican Hospital Part V, Section B, line 11: | Top 4 areas of need identified in the SwedishAmerican Community Health Needs Implementation Planinclude:Cancer CareWe are expanding our clinical programs to better serve cancer patients from our primary and secondary service areas through:1) Expansion of radiation oncology procedures to include those sought out but not yet offered in this area;2) Sustain and support a multidisciplinary lung and cancer team with a mission to improve patient experience;3) Sustain and support the comprehensive breast care team by working toward distinction with the National Accreditation Program for Breast Centers (NAPBC) from the American College of Surgeons (ACS);4) Provide health education through multiple events hosted throughout the region with a special focus on topics including cancer care, supportive and rehabilitative care, and palliative care.ObesityOur goal is to build a healthier Rockford by helping at-risk individuals within our community. Progress is measured via participation in fitness walks, lowered cholesterol, medical appointments with health coaches and smoking cessation rates. We partner with:1) Area employers to offer many opportunities to combat adult and child obesity, stress management and smoking cessation through increased awareness and encouragement of fitness participation;2) Area independent senior living centers to incentivize low income 55 and older residents to attend educational classes, receive chair massages, and meet with an RN for smoking cessation, diabetes management and goal setting;3) Employer based wellness initiative programs to encourage daily activity, healthy eating, stress management, and smoking cessation;4) Increase awareness and utilization of SA diabetic programs through onsite promotion and distribution of monthly health event calendars including food prep classes, nutrition and diabetic education, smoking cessation and much more.Poverty and UnemploymentSwedishAmerican Foundation Grant and Operating Committee provide grant funds to area not-for-profit agencies whose missions closely align that of SwedishAmerican Hospital Rockford & Belvidere. Through these third party grantees, SwedishAmerican serves as a critical safety net for services provided to indigent, self-pay and Medicaid patients with special emphasis on those needing maternity and behavioral healthcare. Each year we provide thousands of dollars in grants to area organizations dedicated to alleviating hunger, homelessness, unemployment or under employed, improving wellness, expanding early childhood development and improving offender rehabilitation and reintegration. In addition, SwedishAmerican provides free mammography screenings for the uninsured and underinsured. Additional areas of funding include providing free civil legal services to senior citizens and those with low incomes in Northern Illinois.Access to Medical CareGoal: Ensure that at least 48% of new primary care patients are scheduled for appointment within 10 days from initial contact.Measurement: Measurement will be achieved through the hospital's tracking software and regularly reported to leadership who monitor metrics pertaining to access to medical care.This is being accomplished through:1) Addressing primary care physician shortage by partnering with University of Illinois College of Medicine Rockford. We commit more than $4 million Annually to UICOM-R and provide a teaching site for their practice residency program to ensure that more primary care physicians are educated to treat the growing number of patients;2) Support the Rockford Health Council's efforts to improve our region's health through education, action and advocacy. We sustain our commitment as both a major sponsor and participant in the health council's efforts to be a catalyst for healthcare access and quality for all;3) We provide case management of our ER population to prevent overuse and provided a $160,000 grant to City of Rockford Fire Department EMTs to better connect individuals to primary care services;4) We strategically built 3 new clinics in areas of our city that were in need of increased primary care & OB services and allow same day access to medical professional to allow for greater access and ease of scheduling for our patients;5) We collaborate with a Federal Qualified Health Center (FQHC) to better meet the primary care needs of those who are underserved or uninsured in our community. |
| Group A-Facility 1 -- SwedishAmerican Hospital Part V, Section B, line 16j: | The hospital's financial assistance policy is transparent and available to all, at all points in the continuum, in languages appropriate for Hospital's service area. The hospital's financial assistance policy, application form, signage, and financial counselor contact information are available in English and Spanish. Signage is posted prominently at all points of admission and registration (including the emergency department). Written information about the hospital's financial assistance policy and copies of the financial assistance form are available in admission and registration areas. The hospital's financial assistance policy, application form and financial counselor contact information are also posted on the hospital's website. The hospital will make efforts to publicize its policy in print and television media, wherever practicable. Patient billing communications also inform patients of the availability of financial assistance. Each bill, invoice, or other summary of charges to an uninsured patient includes with it, or on it, a prominent statement that an uninsured patient who meets certain income requirements may qualify for financial assistance and information on how to apply for consideration under the hospital's financial assistance policy. All third-party agents who submit or collect bills on behalf of hospital are required to follow this policy. |
| Group A-Facility 2 -- SwedishAmerican Medical Ctr. Belvidere Part V, Section B, line 5: | SwedishAmerican Hospital (SAH) participated in the Rockford Regional Health Council 2017 Healthy Community Study and provided funding to the RRHC for the purpose of conducting this study. Primary data was collected from Community Analysis, Household and Key Informant Surveys. The Hospital also engaged a third party to collect secondary data on a broad array of health indicators and demographic information. The Community Study consisted of six sections including demographics, social and economic characteristics, physical environment, clinical care, health behaviors and health outcomes. The Household Survey was conducted via telephone, email and conventional mail to a random cross section of residents living within Winnebago and Boone Counties. A total of 1,602 individuals completed the Household Survey for a response rate of 13% and 28 organizations completed the Key Informant Survey for a response rate of 42%. |
| 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. Both Hospital Facilities defined its community for the CHNA as Boone and Winnebago Counties, Illinois since over 80% of inpatients draw from this area. The CHNA was conducted together for both facilities. |
| Group A-Facility 2 -- SwedishAmerican Medical Ctr. Belvidere Part V, Section B, line 11: | Top 4 areas of need identified in the SwedishAmerican Community Health Needs Implementation Planinclude:Cancer CareWe are expanding our clinical programs to better serve cancer patients from our primary and secondary service areas through:1) Expansion of radiation oncology procedures to include those sought out but not yet offered in this area;2) Sustain and support a multidisciplinary lung and cancer team with a mission to improve patient experience;3) Sustain and support the comprehensive breast care team by working toward distinction with the National Accreditation Program for Breast Centers (NAPBC) from the American College of Surgeons (ACS);4) Provide health education through multiple events hosted throughout the region with a special focus on topics including cancer care, supportive and rehabilitative care, and palliative care.ObesityOur goal is to build a healthier Rockford by helping at-risk individuals within our community. Progress is measured via participation in fitness walks, lowered cholesterol, medical appointments with health coaches and smoking cessation rates. We partner with:1) Area employers to offer many opportunities to combat adult and child obesity, stress management and smoking cessation through increased awareness and encouragement of fitness participation;2) Area independent senior living centers to incentivize low income 55 and older residents to attend educational classes receive chair massages and meet with an RN for smoking cessation, diabetes management and goal setting;3) Employer based wellness initiative programs to encourage daily activity, healthy eating, stress management and smoking cessation;4) Increase awareness and utilization of SA diabetic programs through onsite promotion and distribution of monthly health event calendars including food prep classes, nutrition and diabetic education, smoking cessation and much more.Poverty and UnemploymentSwedishAmerican Foundation Grant and Operating Committee provide grant funds to area not-for-profit agencies whose missions closely align that of SwedishAmerican Hospital Rockford & Belvidere. Through these third party grantees, SwedishAmerican serves as a critical safety net for services provided to indigent, self-pay and Medicaid patients with special emphasis on those needing maternity and behavioral healthcare. Each year we provide thousands of dollars in grants to area organizations dedicated to alleviating hunger, homelessness, unemployment or under employed, improving wellness, expanding early childhood development and improving offender rehabilitation and reintegration. In addition, SwedishAmerican provides free mammography screenings for the uninsured and underinsured. Additional areas of funding include providing free civil legal services to senior citizens and those with low incomes in Northern Illinois.Access to Medical CareGoal: Ensure that at least 48% of new primary care patients are scheduled for appointment within 10 days from initial contact.Measurement: Measurement will be achieved through the hospital's tracking software and regularly reported to leadership who monitor metrics pertaining to access to medical care.This is being accomplished through:1) Addressing primary care physician shortage by partnering with University of Illinois College of Medicine Rockford. We commit more than $4 million Annually to UICOM-R and provide a teaching site for their practice residency program to ensure that more primary care physicians are educated to treat the growing number of patients;2) Support the Rockford Health Council's efforts to improve our region's health through education, action and advocacy. We sustain our commitment as both a major sponsor and participant in the health council's efforts to be a catalyst for healthcare access and quality for all;3) We provide case management of our ER population to prevent overuse and provided a $160,000 grant to City of Rockford Fire Department EMTs to better connect individuals to primary care services;4) We strategically built 3 new clinics in areas of our city that were in need of increased primary care & OB services and allow same day access to medical professional to allow for greater access and ease of scheduling for our patients;5) We collaborate with a Federal Qualified Health Center (FQHC) to better meet the primary care needs of those who are underserved or uninsured in our community. |
| 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 36 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (36 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - Regional Cancer Center | ||||
| 3535 N Bell School Road | Rockford | IL | 61114 | Outpatient Clinic |
| 2 - SwedishAmerican Heart Institute | ||||
| 1340 Charles Street Suite 300 | Rockford | IL | 61104 | Outpatient Clinic |
| 3 - Wound Care & Hyperbaric Clinics | ||||
| 1415 E State Street Ste 101 609 | Rockford | IL | 61104 | Outpatient Clinic |
| 4 - Creekside Medical Center | ||||
| 3505 N Bell School Road | Rockford | IL | 61114 | Outpatient Clinic |
| 5 - Lundholm Orthopedics | ||||
| 1340 Charles Street Suite 100 | Rockford | IL | 61114 | Outpatient Clinic |
| 6 - Stateline Clinic & Immediate Care | ||||
| 4282 E Rockton Road | Roscoe | IL | 61073 | Outpatient Clinic |
| 7 - Neuro and Headache Center | ||||
| 1340 Charles Street Suite 400 | Rockford | IL | 61104 | Outpatient Clinic |
| 8 - Physical Therapy Center | ||||
| 209 9th Street Suite 201 | Rockford | IL | 61104 | Outpatient Clinic |
| 9 - SAMG Obstetrics & Gynecology | ||||
| 209 9th Street Ste 200 | Rockford | IL | 61104 | Outpatient Clinic |
| 10 - Brookside Specialty Center | ||||
| 1253 N Alpine Road | Rockford | IL | 61107 | Outpatient Clinic |
| 11 - Rockford Vascular Surgery | ||||
| 1340 Charles Street Suite 200 | Rockford | IL | 61104 | Outpatient Clinic |
| 12 - SwedishAmerican Home Health Care | ||||
| 2550 Charles Street | Rockford | IL | 61108 | Home Health Care |
| 13 - Belvidere Clinic | ||||
| 1700 Henry Luckow Lane | Belvidere | IL | 61008 | Outpatient Clinic |
| 14 - UW Health Surgery at SwedishAmerican | ||||
| 1340 Charles Street Suite 100 | Rockford | IL | 61104 | Outpatient Clinic |
| 15 - Rockford Ambulatory Surgery Center | ||||
| 1016 Featherstone Road | Rockford | IL | 61107 | Ambulatory Surgery Center |
| 16 - SA Immediate Care | ||||
| 2473 McFarland Road | Rockford | IL | 61107 | Outpatient Clinic |
| 17 - State St OBGYN | ||||
| 1415 E State Street | Rockford | IL | 61104 | Outpatient Clinic |
| 18 - Valley Clinic | ||||
| 6824 Newburg Road | Rockford | IL | 61108 | Outpatient Clinic |
| 19 - Five Points Clinic | ||||
| 2404 Charles Street Suite 800 | Rockford | IL | 61108 | Outpatient Clinic |
| 20 - Woodward Health Network Clinic | ||||
| 2473 McFarland Road | Rockford | IL | 61107 | Outpatient Clinic |
| 21 - Byron Clinic | ||||
| 220 W Blackhawk Drive | Byron | IL | 61010 | Outpatient Clinic |
| 22 - Davis Junction Clinic | ||||
| 5665 North Junction Way | Davis Junction | IL | 61020 | Outpatient Clinic |
| 23 - River West Clinic | ||||
| 815 Marchesnano Drive | Rockford | IL | 61102 | Outpatient Clinic |
| 24 - North Main Internal Medicine Clinic | ||||
| 2601 N Main Street | Rockford | IL | 61103 | Outpatient Clinic |
| 25 - Northern Illinois Vein Clinic | ||||
| 1340 Charles Street Suite 404 | Rockford | IL | 61104 | Outpatient Clinic |
| 26 - Cardiothorasic Surgery | ||||
| 1340 Charles Street Suite 300 | Rockford | IL | 61104 | Outpatient Clinic |
| 27 - Rochelle Clinic | ||||
| 380 Illinois Route 38 East | Rochelle | IL | 61068 | Outpatient Clinic |
| 28 - Woodside Clinic COVID DriveThru Facility | ||||
| 3775 N Mulford Road | Rockford | IL | 61104 | COVID Drive Thru Facility |
| 29 - Diabetes Self-Management Center | ||||
| 1415 E State Street Suite 700 | Rockford | IL | 61104 | Outpatient Clinic |
| 30 - Partners Health Clinic | ||||
| 2601 N Main Street | Rockford | IL | 61103 | Outpatient Clinic |
| 31 - Midtown Clinic | ||||
| 1340 E State Street Ste 405 | Rockford | IL | 61104 | Outpatient Clinic |
| 32 - Edgewater Medical Center | ||||
| 2909 N Main Street | Rockford | IL | 61103 | Outpatient Clinic |
| 33 - Infectious Disease Consultants | ||||
| 1340 Charles Street Suite 404 | Rockford | IL | 61104 | Outpatient Clinic |
| 34 - Winnebago County Employee & Family Welln | ||||
| 526 W State Street | Rockford | IL | 61107 | Employer Based Clinic |
| 35 - Woodward Occupational Health Rock Cut | ||||
| 1 Woodward Way | Loves Park | IL | 61111 | Employer Based Clinic |
| 36 - Woodward Occup Health Loves Park | ||||
| 5001 N 2nd Street | Loves Park | IL | 61111 | Employer Based Clinic |
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: $22,984,910Emergency department physicians: $3,040,239Total: $26,025,149 |
| 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 $69,772,185. |
| Part I, Line 7: | 7a and 7f costs were calculated using the 2020 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: | SwedishAmerican Hospital's charity policy allows a 100% charity write-off for those with household income of 200% 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 U.S. Census bureau QuickFacts for Winnebago and Boone counties, which are the counties served by the healthcare facilities, indicates the following: Winnebago County 16.1% of the population is below the poverty level, the median household income was $54,489 and a household size of 2.44, Boone County 8.9% of the population is below the poverty level, the median household income was $69,272 and a household size of 2.86. The 2020 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 $43,440 is 200% of the poverty level and $130,320 is 600% of the poverty level. Approximately 87% of our charity write-offs are for patients without insurance while 84% of our bad debt write-offs are for patients without insurance. During FY2020 only 2% 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 9 and 11 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: ($6,698,951)Medicare shortfall physician programs: ($31,160,400)Total Medicare Shortfall ($37,859,351) |
| 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 2017 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 2019, SA Hospital contracted with RSM-US LLP 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: | The communities served by SA Hospital include the Rockford Metropolitan Statistical Area (MSA) and the Counties of Winnebago and Boone. Winnebago County has medically underserved area (MUA) designations for the Winnebago Service Area (MUA 7011). The U.S. Census bureau had the 2019 estimated population for the Rockford MSA at 282,572. Today, the unemployment rate of the Rockford MSA is 7.3%, ranking in the bottom 10% of the nation. SA Hospital is located in the City of Rockford, Illinois, in Winnebago County, where the percentage of households below the poverty level is 16.1%. SwedishAmerican Medical Center Belvidere is located in the city of Belvidere, Illinois, in Boone County, where the percentage of households below the poverty level is 8.9%. Five different facilities exist in the community to address inpatient needs, all of which offer discounts or charity care to uninsured and needy patients. There is one federally qualified healthcare facility. SA Hospital helped fund the 2017 Rockford Healthy Community Study in partnership with the University of Illinois, College of Medicine at Rockford and the Rockford Health Council. In addition to general health issues, the study focuses on five other areas of need identified by Rockford Health Council. They are:1) Access to Care and Health Equity2) Behavioral Health3) Chronic Disease Cardiovascular Health4) Maternal, Prenatal, and Early Childhood Health5) Substance AbuseGeneral Health:Both Boone and Winnebago counties have a lower rate of primary care physicians (PCP) 80% compared to the state 97% and the nation 88% and the rate of access to PCP is lower for Boone County 54% than for Winnebago Counties 84%. In contrast, the percentage of adults in the region without a regular doctor 14% is lower than the state 18% and the nation 22%. Nevertheless, 54% of Boone and Winnebago population has been identified as living within an area where there is a shortage of healthcare professionals.Behavioral Health:The Study revealed that 45% of the respondents know where to find resources for mental health and suicide issues and almost half believe that both issues have no impact on their neighborhoods. Approximately 37% could find access to care during a crisis but only 29% were satisfied with available treatment and rehabilitation resources.Chronic Disease - Cardiovascular Health and Obesity:In the community served by SwedishAmerican Hospital Rockford and Belvidere, 25% of adults with high blood pressure were not taking their medication compared to 22% for Illinois and the nation. Per the 2017 Healthy Community Study 'the lack of active prevention is relevant in decreasing the likelihood of developing future health problems.'Respondents to the Healthy Community Study recognize that obesity plays a significant role in chronic disease and that it has an impact on their neighborhood. More than half acknowledge that healthy food options and access to community parks, recreational areas and fitness facilities are crucial to a reduction in chronic disease and obesity. According to the CDC, hypertension in adults age 18 and over was similar for both Illinois and national levels at 32%. Over the last decade, heart disease has been the leading cause of death in the state of Illinois, including Boone and Winnebago Counties and is related to high blood pressure, high cholesterol and heart attacks.Maternal, Prenatal, and Early Childhood Health:The Study found that most respondents believe that regular prenatal care is necessary and that it is easy for mothers and their children to access these types of resources within their neighborhoods. Only 6% of mothers in the region are without prenatal care or receive it late in their pregnancy compared to 5% for the state and 17% for the nation. This is further supported by low infant mortality rates for Boone County 4% and below state and national rates but not for Winnebago County at 7% and above the state and national rates per 1,000 live births. Additionally, the teen birth rate for Boone County 19 per 1000 is lower than the state 30 per 1000 and Winnebago County at 31 per 1000. For those born in Winnebago County 10% were considered premature and with a low birthweight of less than 2,500 grams (5.5 pounds).Substance Abuse:Substance abuse is a concern of the community. Nationally, the population aged 18 and older involved with illicit drugs (Marijuana, Cocaine, Crack, Heroin, and LSD) has steadily increased except for PCP, which seems to be on the decline since 2002. The numbers of those entering emergency rooms due to drug-related incidents has been on the rise in the report area with the largest increase in Winnebago County from 190 visits in 2010 to 280 in 2014 - a 47% increase.The Healthy 2020 Target for the rate of overdose deaths is less than or equal to 10. Boone County reports 12 deaths per 100,000 in the population due to drug poisoning, which is almost on target. However, Winnebago County reports more than twice the numbers of deaths at 24 in 2014. While Boone County is below the national average, it is still higher than the statewide average. Unfortunately, these deaths are on the increase. The most common age groups were 25-44 and over 55 years of age, and primarily Non-Hispanic White and Black populations. The CDC believes the drastic increase is due to a worsening opioid overdose epidemic.By virtue of its mission, location in the central city and relationships with other providers, SwedishAmerican 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 SA Hospital. |
| Part VI, Line 5: | Although SwedishAmerican'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 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 SwedishAmerican Hospital teams.In the past, SwedishAmerican has worked with the City of Rockford and other area development groups - including ZION Development, Habitat for Humanity and Kids Around the World - to 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, SwedishAmerican 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.In order to improve the low rate of home ownership identified in the healthy community studies, SwedishAmerican initiated a Neighborhood Revitalization Program in an 81-block area adjacent to our hospital campus. Working with the City of Rockford and local Habitat for Humanity officials, we have replaced substandard dwellings with new Habitat homes. Additionally, we partnered with the William Charles Charitable Trust and Kids Around the World to build a new playground that allows neighborhood children the opportunity for play, without having to cross major thoroughfares and traffic hazards.In the past decade, The Foundation purchased two, 12-unit apartment buildings adjacent to the hospital campus which were in a state of disrepair. Approximately three-quarters of a million dollars were invested in these two buildings to bring them to "market rate" status.Encouraged by our commitment to renovate our campus and revitalize the surrounding area, a number of commercial developments have occurred. Among them is a Walgreens' drug store, which returned retail pharmacy services to the area for the first time in years. A three-story office building south of the new Walgreens' was completed, followed by a 60,000-square-foot medical office building south of the hospital.SwedishAmerican 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.SwedishAmerican'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 SwedishAmerican 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 well-thought-out strategic planning process, SwedishAmerican announced 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. SwedishAmerican's building, renovation and modernization project promises to benefit the community in a number of important ways. Starting in the spring of 2018 with the Women's and Children's Tower expected to be completed in 2020, SwedishAmerican's 225,000-square-foot project will conclude in 2022. The total project consists of these major components:Four-Story Women's and Children's Tower. With nearly 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 Tower will be home to the region's newest Level III NICU, and will include in-house specialists from the University of Wisconsin American Family Children's Hospital. The facility will feature 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 will expand our behavioral health program to 42 beds. This expansion includes a new, much-needed, 14-bed child and adolescent unita service that has not been available in Rockford for over 15 years.Three Additional Rockford Clinics. SwedishAmerican opened two primary care clinics in 2019 (Riverwest Clinic on the southwest side of Rockford and Creekside Medical Center on the north east side) and one in 2020 (Edgewater Medical Center on the north west side), illustrating the organization's unwavering commitment to provide services where they are most needed.Community Benefits Plan SummarySwedishAmerican Hospital's Community Benefits Plan is focused on five objectives:1. Neighborhood Revitalization2. 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: | In 2020, SwedishAmerican Foundation announced it would award grants through its third annual Caring For Our Community grant program. The Foundation provides financial support to not-for-profit organizations, particularly those that complement the SwedishAmerican Foundation's mission and vision.This unique opportunity was available for not-for-profit entities or organizations that serve or represent the Rockford community or communities within the service area of SwedishAmerican. Projects supported alleviating homelessness, hunger and un(under)employment; improving health and wellness; expanding early childhood development; and improving offender rehabilitation/reintegration.In June, $64,000 in six grants was awarded to local not-for-profits through the SwedishAmerican Foundation. This year's Caring For Our Community grants, included:1) $15,000 to Boys and Girls Club of Rockford for its Academic Success Program. The program's aim is to ensure that all club members graduate from high school on time, ready for a post-secondary education and a 21st Century career.2) $17,735 to Family Counseling Services for Counseling During Troubled Times. Family Counseling Services provides counseling, psychotherapy and family life education to individuals and families in Winnebago and Boone counties with a belief in the need to preserve the family unit and reestablish family values and accountability through early intervention.3) $10,000 to Rockford Area Habitat for Humanity for its Expansion of Community Partnership. Habitat is dedicated to building homes, neighborhoods and lives through improved housing opportunity for families who are ready to make a life-changing commitment to become homeowners.4) $6,265 to Rockford Barbell for its Youth Outreach Program. Rockford Barbell is committed to the development of school age children to improve their cardiovascular risk profile, facilitate weight control, strengthen bones, enhance psychosocial well-being, improve motor performance skills and increase resistance to sports-related injuries.5) $10,000 to Rockford Park District Foundation for its Healthy Kids are Happy Kids Program. Rockford Park District facilities and parks provide the opportunity to improve physical and mental well-being through exercise or recreation, which leads to an enhanced quality of life.6) $5,000 to Rockford Sexual Assault Counseling for its Crisis Intervention Programming, which is a 24-hour crisis hotline maintained by master's level therapists and available to those that sexual assault has impacted. Last year's grant recipients were Awaken 815 for its pre-employment program, KFACT to support their Lady All-Star Holistic Mentoring program, Rockford Area Lutheran Ministries to support its Park Players program, and Stateline Youth for Christ to support its Juvenile Justice Ministry.In addition to the SwedishAmerican Foundation Grants, SwedishAmerican donated more than $160,000 to support and sponsor more than 75 organizations throughout the region. Beneficiaries included the African American Resource Center at Booker, Alignment Rockford, American Cancer Society, American Heart Association, GiGi's Playhouse, Golden Apple Foundation, Northern Illinois Hospice, Rockford Area Convention and Visitor's Bureau, RAMM, Rockford University, The Haven Network, UIC College of Medicine, Winnebago County CASA, Winnebago County Medical Society Alliance, YMCA Rock River Valley, YWCA Northwestern Illinois and the Chamber of Commerce organizations from Rockford, Loves Park, Rochelle, Stateline and Byron.Lifestyle Medicine and Wellness ProgramsSwedishAmerican 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. Several 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. Like many projects, the program has been on hold during COVID-19 but will resume at full strength when the pandemic eases.Better Life Wellness/YMCA PartnershipIn 2014, SwedishAmerican created a medical wellness center called BetterLife Wellness within the downtown Rockford YMCA. In 2018, the medical wellness center moved to the lower level of Camelot Tower on the hospital campus. The center offers a variety of services for SwedishAmerican associates, corporate partners and the general public, including:1) Wellness educational programs, classes and support groups2) Screenings and health risk assessments3) Personal health coaching4) Healthy cooking classes and grocery tours5) Relaxation and stress management education6) Weight management programs7) Nutrition education8) Therapeutic Massage9) Smoking Cessation programs10) Interactive customized wellness web portalBetterLife expands our capacity to help people of all ages, physical abilities and limitations lead healthier lives. The powerful combination of active medical oversight, experienced and credentialed staff, and the utilization of an individual's personal health status are intended to reduce health risks, improve wellbeing and bring a measureable impact upon improving the overall health of our community.Academic & Career PromotionIn order to help young people understand the economics of life and open their minds to career possibilities within the business world, SwedishAmerican 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, SwedishAmerican 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 SwedishAmerican representative has been involved with the schools' planning process since our partnerships began two decades ago. Over the last 20 years SwedishAmerican has positively impacted students and faculty in a number of ways, including:Academy ExpoDuring FY2020, 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. This event was postponed in 2020 due to COVID-19, but SwedishAmerican will remain a committed partner when it is safe to plan it again.Employees' Children Scholarship ProgramIn 2020, SwedishAmerican awarded 12 one-year $1,000 scholarships to children of SwedishAmerican associates. The Associates' Children Scholarship Program is designed to assist children of SwedishAmerican associates pursue higher education. |
| SwedishAmerican Hosts Medical Career Exploring Post | SwedishAmerican Hospital hosted a Medical Career Exploring Post to area youth, ages 14-20, through the Boy Scouts. The Exploring program assists youth in learning more about career fields they are interested in, while developing leadership skills. Programs involved tours, job shadowing, youth leadership opportunities and meeting people in the professional community that they are interested in pursuing. The 2020 Exploring Post was interrupted due to COVID-19, but SwedishAmerican remains committed to bring back the program when the pandemic eases.Swedes ReadsThis is the second year that more than a dozen SwedishAmerican staff volunteered their time to help Lincoln middle school students improve their reading skills with our "Swedes Reads" program. The partnership will continue when the pandemic is over.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, SwedishAmerican is committed to educating public and professional audiences within our community about matters of prevention, detection and treatment.Child's Safety FairIn May, SwedishAmerican hosted the 9th annual SAM's Safety Fair on the grounds of our hospital campus. More than thirty different agencies were represented at the event, which was held in conjunction with Emergency Medical Services Week. Kids were able to explore the inside of an ambulance; learn about bicycle safety; poison prevention; water and sun safety; sports safety; and animal safety. Children also could visit the splinting and casting station. Engine and ladder trucks from local fire departments, as well as the Rockford Fire Department Smoke House, were on site for kids to explore. Bicycle safety rodeo and car-seat safety checks rounded out the offerings. The Safety Fair provides a place for families to learn about safety and healthy habits. This event is a great place for parents and caregivers to learn what safety resources are available in our community. COVID-19 prevented the festival from happening in 2020, but SwedishAmerican is committed to bringing SAM's Safety Fair back to our community when the pandemic ends.Community ServiceSwedishAmerican Partners with IDPH in Fight against Opioid AddictionSwedishAmerican has been recognized by the Illinois Department of Human Services (IDHS) as one of only 14 Illinois hospitals that will participate 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. SwedishAmerican 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. The grant will allow SwedishAmerican to hire and train nine new employees to be involved in the collaborative relationship between the patient and recovery support specialist.Community Paramedic ProgramsIn 2016, SwedishAmerican, a division of UW Health continued to help connect underutilized resources to the underserved population at SwedishAmerican through its Mobile Integrated Healthcare (MIH) program with Rockford Fire. Officials from both SwedishAmerican 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.SwedishAmerican 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.Rockford Fire firefighter Brian Park is currently the MIH Manager for the program. Brian is both an eleven year veteran of the department and he's been a Registered Nurse (RN) in the community for the past 11 years. Through the MIH program, he works directly with SwedishAmerican's case managers, EMS department, pharmacists, physicians and nurses at the hospital to identify patients and develop individualized care plans for each of them.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.1) MIH Patients had a 50% decrease in ED arrival by ambulance.2) MIH Patients had a 22% decrease in hospital admissions.3) 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 SwedishAmerican staff who work in the hospital and SwedishAmerican 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. While 2020 has been a challenging year for in-home visits the MIH program has continued with the programs that began in 2019. In addition to the referrals from SwedishAmerican 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 SwedishAmerican nursing staff from the Center for Mental Health. Connections with local resources have expanded to include Community Services for the homeless population. |
| Little Free Libraries | The percentage of children in grade 4 whose reading skills tested below the "proficient" level for the English Language Arts portion of the state-specific standardized test are relevant because an inability to read English well is linked to poverty, unemployment, and barriers to healthcare access, provider communications, and health literacy/education. In the Healthy Community Study, nearly two-thirds of 4th-graders (65.6%) were found to not be proficient with reading skills in 2015. This was higher than the state rate of 60.7% and much higher than the national rate of 45.6%.To help combat this, SwedishAmerican maintains four Little Free Libraries around the SwedishAmerican Hospital campus and its surrounding neighborhoods. Little Free Libraries are an international movement where people place small, weather proof boxes in their communities. These boxes are stocked with books which are free to the public to take, return, or add to the collection. The hope is that when someone takes a book, they will return it or replace it with another book.Since inception of this program, we have added two more Little Free Libraries at the Regional Cancer Center and the other on the campus of the SwedishAmerican Hospital in Belvidere. Over the last three years, five Little Free Libraries have been strategically placed within the adjoining SwedishAmerican neighborhoods allowing easy access to books and library materials by those who wish to take advantage of this wonderful resource. The Little Free Libraries are stocked throughout the year through the SwedishAmerican Foundation.Drives and DonationsSwedishAmerican employees have long been committed to serving the community by organizing several drives and donations throughout the year. Even during their challenging and busy schedules created by COVID-19 in 2020, employees have given back to the community in multiple ways, including:1) Rock River Valley Food Pantry Holiday Drive2) Miss Carly's Drive to provide food and items for the homeless community 3) Face Coverings Drive benefitting Rockford Public Schools students4) Pregnancy Care Center Donation 5) Rock House Kids Donation6) Angel Tree Donations7) Hat, Scarf and Mittens Drive to benefit the local homeless community and the Rockford Rescue Mission8) Riverwest Clinic Backpack Drive9) Riverwest Clinic Trunk or Treat |
| Part VI, Line 7: | SA Hospital files a community benefit report with the Illinois Attorney General. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Aunt Martha's Youth Service Center Inc | |||||||
| 19990 Governors Hwy | Olympia Fields | IL | 60461 | 237188150 | 501(c)(3) | $117,495 | 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 | $125,000 | Funding for a paramedic for the mobile integrated healthcare program |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarship - educational scholarship for children of non-management employees. | GrantTypeTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $12,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Elizabeth Bolt | ||||||||||||||
| Trustee | $0 | $862,060 | $0 | $213,019 | $0 | $343,645 | $0 | $135,030 | $0 | $31,196 | $0 | $1,584,950 | $0 | $337,301 |
| Michael J Born MD | ||||||||||||||
| President & CEO (until 10/29/19) | $566,972 | $0 | $97,903 | $0 | $336,338 | $0 | $21,940 | $0 | $23,258 | $0 | $1,046,411 | $0 | $254,575 | $0 |
| Jateen Patel MD | ||||||||||||||
| Physician | $944,414 | $0 | $0 | $0 | $0 | $0 | $19,323 | $0 | $16,911 | $0 | $980,648 | $0 | $0 | $0 |
| Mohamed Zeater MD | ||||||||||||||
| Physician | $870,089 | $0 | $0 | $0 | $0 | $0 | $14,000 | $0 | $42,542 | $0 | $926,631 | $0 | $0 | $0 |
| Tarek Harb MD | ||||||||||||||
| Physician | $796,031 | $0 | $0 | $0 | $0 | $0 | $16,940 | $0 | $39,835 | $0 | $852,806 | $0 | $0 | $0 |
| Gayatri Sonti DO | ||||||||||||||
| Physician | $750,504 | $0 | $0 | $0 | $0 | $0 | $12,880 | $0 | $22,489 | $0 | $785,873 | $0 | $0 | $0 |
| Ann Gantzer MD | ||||||||||||||
| Chief Nursing Officer | $334,147 | $0 | $84,917 | $0 | $244,073 | $0 | $65,811 | $0 | $37,285 | $0 | $766,233 | $0 | $244,073 | $0 |
| Michael E Dallman | ||||||||||||||
| UW RDI Rep. (until 6/22/20) | $0 | $516,457 | $0 | $128,310 | $0 | $2,713 | $0 | $80,076 | $0 | $29,472 | $0 | $757,028 | $0 | $0 |
| Yaser Siraj MD | ||||||||||||||
| Physician | $708,094 | $0 | $0 | $0 | $0 | $0 | $7,280 | $0 | $14,994 | $0 | $730,368 | $0 | $0 | $0 |
| Patricia DeWane | ||||||||||||||
| Chief Financial Officer | $362,409 | $0 | $101,823 | $0 | $112,179 | $0 | $50,934 | $0 | $10,413 | $0 | $637,758 | $0 | $112,179 | $0 |
| William Cunningham MD | ||||||||||||||
| Medical Staff 1st Vice President | $567,868 | $0 | $0 | $0 | $0 | $0 | $20,300 | $0 | $24,385 | $0 | $612,553 | $0 | $0 | $0 |
| Donald Daniels | ||||||||||||||
| VP & Chief Operating Officer | $399,326 | $0 | $67,007 | $0 | $0 | $0 | $81,087 | $0 | $25,507 | $0 | $572,927 | $0 | $0 | $0 |
| Michael Polizzotto MD | ||||||||||||||
| Chief Medical Officer/CMIO | $353,825 | $0 | $75,581 | $0 | $41,467 | $0 | $44,144 | $0 | $34,323 | $0 | $549,340 | $0 | $41,467 | $0 |
| Allen D Williams MD | ||||||||||||||
| Trustee | $301,163 | $0 | $0 | $0 | $0 | $0 | $20,300 | $0 | $36,609 | $0 | $358,072 | $0 | $0 | $0 |
| Thomas Schiller MD | ||||||||||||||
| Former Chief Clinical Integ. Off. | $288,962 | $0 | $0 | $0 | $29,042 | $0 | $22,400 | $0 | $13,526 | $0 | $353,930 | $0 | $29,042 | $0 |
| Tiffanie Ferry MD | ||||||||||||||
| Trustee | $210,724 | $0 | $0 | $0 | $0 | $0 | $14,474 | $0 | $28,364 | $0 | $253,562 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | Michael Born received severance payments of $81,763 during 2019 that was reported as taxable compensation on Part II, column (B)(iii). Terms of the severance agreement are available to the IRS upon request. Contributions to the 457(f) plan during 2019 include: Donald Daniels - $39,686; Patricia DeWane - $28,534; Ann Gantzer - $26,511; Michael Polizzotto, M.D. - $28,028; Elizabeth Bolt - $113,610; Michael E. Dallman - $58,656 Payments from the 457(f) plan during 2019 include: Michael Born, M.D. $254,575; Ann Gantzer $244,073; Patricia Dewane $112,179; Michael Polizzotto, M.D. $41,467; Thomas Schiller M.D. $29,042; and Elizabeth Bolt $337,301. These payments are reported as taxable income on Part II, Column (B)(iii). |
| Part I, Line 7 | SwedishAmerican Hospital has a formal plan for short-term incentives and bonuses. The incentives are paid based on a combination of both individual goal achievement and corporate goal achievement (i.e. the Pillar goals). The Executive Compensation Committee, comprised of Board members, has discretion to approve the incentives and bonuses. |
| Part II, Column F: | The amounts shown in column F were reported as deferred compensation in prior years but paid out in the current year. The amounts are also included in column B(iii). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Illinois Finance Authority - 2012 | ||||||||
| A | 861091967 | 45203HLW0 | 2012-09-27 | $41,833,485 | See Part IV | 0 | 0 | 0 |
| Illinois Finance Authority - 2010A | ||||||||
| B | 861091967 | 2016-10-11 | $8,820,000 | See Part IV | 0 | 0 | 0 | |
| Illinios Finance Authority - 2010B | ||||||||
| C | 861091967 | 2016-10-26 | $8,370,000 | See Part IV | 0 | 0 | 0 | |
| University of Wisconsin Hospitals and Clinics Authority - 2018A | ||||||||
| D | 391835630 | 915260CQ4 | 2018-11-15 | $120,913,330 | See Part IV | 0 | 0 | Yes (1) |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $99,338 | $41,900,852 | $648,001 | $41,252,851 | 2013 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $2,520,000 | $8,820,000 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | $8,820,000 | |||
| C | $2,170,000 | $8,370,000 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | $8,370,000 | |||
| D | $1,283,776 | $125,291,824 | $913,330 | $65,653,575 | 2021 | 0 | 0 | 0 | Yes (1) | $58,724,919 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: Illinois Finance Authority - 2012 Date the Rebate Computation was Performed: 09/27/2017 |
| Part I, column (f): | 2012 Bond: Construction & Equipment Regional Cancer Center The arbitrage rebate computation was performed on September 27, 2017. 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 fixed rate revenue bonds to refund the Hospital Series 2004 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 2012 and 2018A Bond issues received is different than the amounts reported on Part I, column (e) because of investment earnings. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Wisconsin Hospitals and Clinics Authority - 2018C | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391835630 | BondIssuerEIN |
| CUSIP | 915260CQ4 | CUSIPNum |
| Bond Issued | 2018-11-15 | BondIssuedDt |
| Issue Price | $63,918,493 | IssuePriceAmt |
| Purpose | See Part IV | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | Yes (1) | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $363,493 | RetiredAmt |
| Total Proceeds | $63,918,493 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $363,493 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $63,555,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Disqualified Person Ex Bnft Tr DisqualifiedPersonExBnftTrGrp (2 entries)
| Rln Disqualified Person OrgRlnDisqualifiedPersonOrgTxt | TransactionTransactionDesc | Transaction CorrectedTransactionCorrectedInd |
|---|---|---|
| Julie Wiest | ||
| See Part V | See Part V | 0 |
| Chad Jury | ||
| See Part V | See Part V | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Imposed | $8,549 | TaxImposedAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrea Fulcomer | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | See Part V | RelationshipDescriptionTxt |
| Transaction | $65,232 | TransactionAmt |
| Transaction | See Part V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Sch L, Part I, Excess Benefit Transactions: | (a) Name of Person: Julie Wiest(b) Relationship with Disqualified Person: Family member of trustee(c) Unpaid Child Care Services(a) Name of Person: Chad Jury(b) Relationship with Disqualified Person: Family member of trustee(c) Unpaid Child Care ServicesOrganization Managers:Donald Daniels, VP & Chief Operating OfficerGerard Guinane, VP Human ResourcesGregory R. Jury, Trustee |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Explanation for filing Amended Form 990: | The Form 990 has been amended for the following change from the previously filed return: - Schedule L, Part I, Line 2 Increased from 6,106 to 8,549 to report 2,443 excise tax incurred by organization managers The Form 990 was previously amended to report excess benefit transactions that came to the attention of SwedishAmerican Hospital after the original return was filed. The following were the changes on the previously amended return: - Part IV, Line 25a - Changed from "No" to "Yes" - Part IV, Line 25b - Changed from "No" to "Yes" - Schedule L, Part I - Reports details for excess benefit transactions not reported on originally filed return |
| Form 990, Part VI, Section A, line 2 | Michael Broski, Jeffrey Hultman and Frank Walter have a business relationship. |
| 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 Legal Counsel and 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 previously made available to the public. The consolidated audited financial statements of SwedishAmerican Hospital are available from the Illinois Attorney General Website and from the U.S. Securities and Exchange Commission electronic municipal market access system through MSRB.org. |
| Form 990, Part XI, line 9: | Interest in SwedishAmerican Foundation -1,322,703. Joint Ventures Book/Tax Difference -320,531. Other Net Asset Adjustment -35,430. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| University of WI 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 WI Medical Foundation | |||||||||||
| 7974 UW Health Court | Middleton | WI | 53562 | 391824445 | Physician Services | WI | 501(c)(3) | Line 10 | 0 | University of WI Hospital and Clinics Authority | |
| 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 | 0 | University of WI Hospital and Clinics Authority | |
| University Health Care Inc | |||||||||||
| 7974 UW Health Court | Middleton | WI | 53562 | 472553196 | Support Organization | WI | 501(c)(3) | Line 12a, I | 0 | University of WI Hospital and Clinics Authority | |
| 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 | 0 | Regional Division Inc | |
| SwedishAmerican Foundation | |||||||||||
| 1415 East State St | Rockford | IL | 61104 | 363097493 | Supports fundraising for SwedishAmerican Hospital | IL | 501(c)(3) | Line 7 | Yes (1) | SwedishAmerican Hospital | |
| SwedishAmerican Realty Corporation | |||||||||||
| 1313 East State Street | Rockford | IL | 61104 | 363248013 | Title Holding Company | IL | 501(c)(2) | Yes (1) | SwedishAmerican Health System Corporation | ||
| SwedishAmerican Hospital Self Insurance Trust | |||||||||||
| 1401 East State Street | Rockford | IL | 61104 | 366652702 | Hospital Malpractice Trust | VT | 501(c)(3) | Line 12a, I | Yes (1) | SwedishAmerican Hospital | |
| Wisconsin Therapies Inc | |||||||||||
| 7974 UW Health Court | Middleton | WI | 53562 | 391807425 | Infusion Therapy | WI | 501(c)(3) | Line 12a, I | 0 | University of WI Hospital and Clinics Authority | |
| Generations Fertility Care | |||||||||||
| 2365 Deming Way | Middleton | WI | 53562 | 273496527 | Reproductive endocrinology and infertility services | WI | 501(c)(3) | Line 10 | N/A | 0 | |
| Wisconsin Dialysis | |||||||||||
| 3034 Fish Hatchery Road | Fitchburg | WI | 53713 | 300072647 | Dialysis Services | WI | 501(c)(3) | Line 12c, III-FI | N/A | 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 | |
| UW Health ACO Inc | |||||||||||
| 7974 UW Health Court | Middleton | WI | 53562 | 455490584 | Accountable Care Organization | WI | 501(c)(3) | Line 10 | 0 | University of WI Hospital and Clinics Authority | |
| Quartz Health Plan MN Corporation | |||||||||||
| 840 Carolina Street | Sauk City | WI | 53583 | 452633920 | Health Insurance | WI | 501(c)(4) | 0 | Quartz Health Plan Corp | ||
| Quartz Health Plan Corporation | |||||||||||
| 840 Carolina Street | Sauk City | WI | 53583 | 491807071 | Health Maintenance Organization | WI | 501(c)(4) | 0 | University Health Care Inc | ||
| Isthmus Project Inc | |||||||||||
| 600 Highland Avenue | Madison | WI | 53792 | 832278676 | Research and innovation | WI | 501(c)(3) | Line 12a, I | 0 | University of WI Hospital and Clinics Authority | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Three Rivers Partners LLC | |||||||||||||
| 1313 East State Street | Rockford | IL | 61104 | 262231757 | Information Technology Services | IL | N/A | N/A | 0 | 0 | |||
| Northern Illinois Vein Clinic | |||||||||||||
| 2550 Charles Street | Rockford | IL | 61108 | 201642329 | Outpatient Health Services | IL | N/A | RELATED | 0 | Yes (1) | $41,081 | $304,058 | 0.50000 |
| Chartwell Wisconsin Enterprises LLC | |||||||||||||
| 2241 Pinehurst Drive | Middleton | WI | 53562 | 391796267 | Infusion Therapy | WI | N/A | N/A | 0 | 0 | |||
| Madison Medical Center LLP | |||||||||||||
| 7974 UW Health Court | Middleton | WI | 53562 | 391329429 | Specialized Medical Center | WI | N/A | N/A | 0 | 0 | |||
| Sixth Street Medical LLC | |||||||||||||
| 7974 UW Health Court | Middleton | WI | 53562 | 472705724 | Real Estate | WI | N/A | N/A | 0 | 0 | |||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| SARI Insurance Company | |||||||||
| 76 St Paul Street Suite 500 | Burlington | VT | 054014477 | 030308753 | Captive Insurance Company | VT | N/A | C | Yes (1) |
| State & Charles Inc | |||||||||
| 1313 East State Street | Rockford | IL | 61104 | 363321193 | Holding Company | IL | N/A | C | Yes (1) |
| SwedishAmerican Health Management Corp | |||||||||
| 1401 East State Street | Rockford | IL | 61104 | 363246511 | Management Services | IL | N/A | C | Yes (1) |
| Unity Health Plans Insurance Corporation | |||||||||
| 840 Carolina Street | Sauk City | WI | 53583 | 391450766 | Health Maintenance Organization | WI | N/A | C | 0 |
| Health Professionals of Wisconsin | |||||||||
| 301 South Westfield Road | Madison | WI | 53717 | 391806711 | Real Estate | WI | N/A | C | 0 |
| Physician's Care Network | |||||||||
| 1313 East State Street | Rockford | IL | 61104 | 363455791 | Health Services | IL | N/A | C | Yes (1) |
| Quartz Holding Company | |||||||||
| 840 Carolina Street | Sauk City | WI | 53583 | 821728929 | Holding Company | WI | N/A | C | 0 |
| Quartz Health Solutions | |||||||||
| 840 Carolina Street | Sauk City | WI | 53583 | 465710709 | Insurance | 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 |
| Charitable Remainder Unitrusts (6) | |||||||||
| Trust | IL | N/A | T | Yes (1) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SwedishAmerican Foundation | ||
| C | $1,413,247 | Cost |
| SwedishAmerican Hospital Self Insurance Trust | ||
| Q | $1,188,394 | Cost |
| SwedishAmerican Hospital Self Insurance Trust | ||
| R | $1,317,197 | Cost |
| SwedishAmerican Realty Corporation | ||
| K | $6,743,572 | Cost |
| Three Rivers Partners LLC | ||
| J | $277,251 | Cost |
| University of WI Medical Foundation | ||
| P | $4,839,157 | Cost |
| University of WI Hospital and Clinics | ||
| P | $10,677,136 | Cost |
| Regional Division Inc | ||
| K | $51,489 | Cost |
| Regional Division Inc | ||
| Q | $3,300,994 | Cost |
| Regional Division Inc | ||
| P | $453,702 | Cost |
| University of WI Hospital and Clinics | ||
| E | $176,686,241 | Cost |
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