2021-08-14T08:31:07-05:00 2020-09-30 861065772 Deloitte Tax LLP 50 South Sixth Street Minneapolis MN 55402 990 2019-10-01 362179813 Swedish Covenant Health SWED 7738788200 5145 N California Avenue Chicago IL 60625 Anthony Guaccio President & CEO 2021-08-14 true Anne Fulton P00941863 6123974000 2019 2022-09-23 18:48:47Z Anthony Guaccio 5145 N California Avenue Chicago IL 60625 309565263 false X swedishcovenant. org X 1907 IL Providing excellent healthcare services for our culturally diverse communities for over 120 years. 18 10 2518 135 2716621 0 253335 331734 277265327 295918437 5674000 5040682 11753989 8274410 294946651 309565263 1005383 961500 0 132195107 138325358 0 0 0 134405041 148991747 267605531 288278605 27341120 21286658 467012398 610229545 270906214 422235338 196106184 187994207 Our Mission is to provide a continuum of excellent healthcare services. Rooted in The Evangelical Covenant Church, the hospital is dedicated to serving the physical, spiritual and psychological needs of our culturally diverse communities. false false 263506460 961500 301560559 See Schedule O 263506460 true true false true false false false false true true false false true true true false true false false false false false false false false true true true false true false false false false false false true false false false false false false true true true false false true 245 0 true 2518 true true true false false false false false false false false false false false X 18 10 true false true false true true true true true false false false true true true true true true true true true IL X Nicola Byrne 7732935199 5145 N California Avenue Chicago IL 60625 Anthony Guaccio President & CEO 40.0 3.0 X X 859356 0 85403 Bea Reyna-Hickey Secretary 1.0 1.0 X X 0 0 0 Christopher J Olson Chairman 1.0 2.0 X X 0 0 0 Kurt D Anderson Vice Chairman 1.0 0.0 X X 0 0 0 Adam D Finkelstein MD Director 1.0 0.0 X 29779 0 0 Carolin Archibald Director 1.0 0.0 X 0 0 0 Chris Sullivan Director 1.0 0.0 X 0 0 0 David W Kersten Director 1.0 0.0 X 0 0 0 Debra Schotz Director 1.0 0.0 X 0 0 0 Dennis G Hammer Director 1.0 0.0 X 0 0 0 Gerald Gallagher Director 1.0 43.0 X 0 1667770 1292573 Jeffrey M Tilkin MD Director 1.0 0.0 X 31450 0 0 Kristen Murtos Director 1.0 42.0 X 0 886596 530278 Lawrence P Anderson Director 1.0 40.0 X 0 546002 143791 Mahalakshmi Halasyamani MD Director 1.0 40.0 X 0 779032 331530 Ron Chadha Director 1.0 1.0 X 0 0 0 Shameem A Abbasy MD Director 1.0 40.0 X 0 379626 39044 Vincent Dibenedetto Director 1.0 0.0 X 0 0 0 Scott Hanson Vice President of Finance 1.0 40.0 X 0 164930 31832 Thomas J Garvey Senior VP & CFO 40.0 3.0 X 766749 0 44325 Bruce Mcnulty MD Chief Medical Officer 40.0 1.0 X 544961 0 73817 Jonathan Lind Senior VP & Chief Operation Officer 40.0 1.0 X 430498 0 55048 Kathryn Donofrio RN Senior VP, CNO 40.0 0.0 X 322614 0 44319 Patricia King General Counsel 40.0 0.0 X 356596 0 47435 Janis A Rueping VP Quality Improvement/Risk Management 40.0 1.0 X 326140 0 47160 Karen M Sheehan Senior VP & CIO 40.0 0.0 X 381061 0 56514 Michael Feinzimer Physician 40.0 0.0 X 310917 0 1716 Nicola Byrne AVP of Finance 40.0 1.0 X 283933 0 12665 Saliba Kokaly VP Operations 40.0 0.0 X 299212 0 53283 4943266 4423956 2890733 142 false true false Midwestern University 555 31st Street Downers Grove IL 60515 Healthcare 1429973 Swedish Emergency Associates PC PO BOX 5940 Department 20-1070 Carol Stream IL 60197 Healthcare 1164882 Nephron Dialysis Center Ltd 5140 N California Avenue Suite 510 Chicago IL 60625 Healthcare 881294 Community Services Chicagoland Ltd PO Box 25778 Chicago IL 60625 Collection Agency 338915 LVD LLC 4723 W Belmont Avenue Chicago IL 60641 Rental Property Business 294752 19 291734 40000 331734 Health Care Services 900099 248760934 248760934 CARES Act Funds 900099 35774324 35774324 Medical Fitness Facility 713940 3361548 3361548 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true true 28616928 28616928 130813302 3551136 127262166 23050370 5490090 17560280 17526810 2284553 15242257 188681631 Due from Affiliates 344410266 All Other Current Assets 2741774 Other Investments 2173646 Leases 1643267 My Care Chicago Receivable 35982 351004935 Due to Affiliates 260870906 Accrued Malpractice Liability 45522105 Leases - Long-Term 25463775 Due to Third Party Payers 10565292 Asset Retirement Obligation 2752299 345174377 X Schedule D, Part V, Line 4 Intended uses of endowment funds The earnings are to be used for education, charity care, and other hospital programs. Swedish Covenant Health is the related beneficiary of the endowment funds held by Swedish Covenant Hospital Foundation. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Corporation and its related affiliates, except for NorthShore University HealthSystem Insurance International (Insurance International), NorthShore Physician Associates, Inc. (NPA), Community Care Partners, LLC (CCP), NorthShore Physician Associates Value Based Care, LLC (VBC), Swedish Medical Group (SMG), and Swedish Physician Partners (SPP) known as NorthShore Exempt Group, have been determined to qualify as a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code (IRC). Most of the income received by NorthShore Exempt Group is exempt from taxation under Section 501(a) of the IRC, as income related to the mission of the organization. Accordingly, there is no material provision for income tax for these entities. Some of the income received by exempt entities is subject to taxation as unrelated business income. NorthShore and its subsidiaries file federal income tax returns and returns for various states in the U.S. ASC 740-10, Income Taxes, requires that realization of an uncertain income tax position is more likely than not (i.e., greater than 50% likelihood of receiving a benefit) before it can be recognized in the financial statements. Furthermore, this interpretation prescribes the benefit to be recorded in the financial statements as the amount most likely to be realized assuming a review by tax authorities having all relevant information and applying current conventions. This interpretation also clarifies the financial statement classification of tax-related penalties and interest and sets forth new disclosures regarding unrecognized tax benefits. No amount was recorded for the years ended September 30, 2020 or 2019. For the year ended September 30, 2020, the Corporation has a net operating loss carryforward of $190,181,510, which generated assets of $54,211,238. These assets are offset by a valuation allowance of $52,737,013. For the year ended September 30, 2019, the Corporation has a net operating loss carryforward of $8,153,767, which generated assets of $2,324,231. These assets are offset by a valuation allowance of $916,220. true true X true X 300 true X 600 true true true false true true 6713208 6713208 0.0233 86881857 91941013 0 0.0 0 0.0 0 0 93595065 91941013 6713208 0.0233 1820480 1820480 0.0063 2686479 3069517 0 0.0 4788181 4788181 0.0166 0 0.0 961513 961513 0.0033 0 0 10256653 3069517 7570174 0.0263 0 0 103851718 95010530 14283382 0.0495 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 40653 40653 0.0001 0 0.0 0 0.0 0 0 40653 0 40653 0.0001 true 10488332 66911627 70483756 -3572129 X true true 1 1 Swedish Covenant Hospital 5145 N California Avenue Chicago IL 60625 swedishcovenant.org 0002717 X X X X I/P & O/P Hospital Services, Skilled Nursing Facility Swedish Covenant Hospital 1 false false true X X X X X X X X X 18 true true true true X swedishcovenant.org/community/community-outreach X true 18 true swedishcovenant.org/community/community-outreach-and-partnership false true X 300.0 600.0 X X X true true X X X true X swedishcovenant.org/for-patients-and-visitors/pay-your-bill/financial-assistance X swedishcovenant.org/for-patients-and-visitors/pay-your-bill/financial-assistance X swedishcovenant.org/for-patients-and-visitors/pay-your-bill/financial-assistance X X X X X X true X false X true X false false Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - Swedish Covenant Hospital. Swedish Covenant Health (SCH) and members of the Alliance for Health Equity (AHE), a collaborative of over 30 hospitals, 7 health departments, and 100 community partners, used the Mobilizing for Action through Planning and Partnerships (MAPP) model for the CHNA to build a comprehensive Community Health Needs Assessment (CHNA) in Chicago and Cook County. AHE emphasized the importance of community engagement, partnership development, and the dynamic interplay of factors and forces within the public health system. AHE chose this inclusive, community-driven process to leverage and align with health department assessments and to actively engage stakeholders, including community members, in identifying and addressing strategic priorities to advance health equity. As part of the CHNA process, leaders from AHE met with SCH's Community Leader group to provide an overview of the CHNA and to welcome feedback. Additionally, numerous organizations from the SCH Community Leader group were active contributors to focus groups related to health care providers and social services, including immigrant and refugee-serving organizations. The Alliance for Health Equity's collaborative CHNA combined robust public health data, community input, existing research, existing plans, and existing assessments to document the health status of communities within Chicago and Suburban Cook County and to highlight systemic inequities that are negatively impacting health. The CHNA also provided insight into community-based assets and resources that should be supported and leveraged during the implementation of health improvement strategies. Swedish Covenant Hospital partnered with the Alliance for Health Equity (AHE), other hospitals, the Chicago Department of Public Health, and community organizations to complete this collaborative CHNA between March 2018 and March 2019. Primary and secondary data from a diverse range of sources were utilized for robust data analysis and to identify community health needs in Chicago and Suburban Cook County. IPHI worked with the CHNA committee and steering committee to design and facilitate a collaborative, community-engaged assessment. This 2019 CHNA process is adapted from the Mobilizing for Action through Planning and Partnerships (MAPP) framework, a community-engaged strategic planning framework that was developed by the National Association for County and City Health Officials (NACCHO) and the Centers for Disease Control and Prevention (CDC). Both the Chicago and Cook County Departments of Public Health use the MAPP framework for community health assessment and planning. The MAPP framework promotes a system focus, emphasizing the importance of community engagement, partnership development, and the dynamic interplay of factors and forces within the public health system. Primary data for the CHNA was collected through four methods: Community input surveys, Community resident focus groups and learning map sessions, Health care and social service provider focus groups and two stakeholder assessments led by partner health departments-Forces of Change Assessment and Health Equity Capacity Assessment. Epidemiologists from the Chicago Department of Public Health (CDPH) and Cook County Department of Public Health (CCDPH) worked with IPHI and the steering committee to select a common set of indicators based on an adapted version of the County Health Rankings and Roadmaps Model. Secondary data used in the CHNA were compiled from a range of sources. In alignment with the purpose, vision, and values, the Alliance for Health Equity prioritizes engagement of community members and community-based organizations as a critical component of assessing and addressing community health needs. Community partners have been involved in the assessment and ongoing implementation process in several ways both in providing community input and in decision making processes. The community-based organizations engaged in the Alliance for Health Equity represent a broad range of sectors such as workforce development, housing services, food security, community safety, planning, community development, immigrant rights, primary and secondary education, faith communities, behavioral health services, advocacy, policy, transportation, older adult services, health care services, higher education, and many more. All community partners work with or represent communities that are disproportionately affected by health inequities such as communities of color, immigrants, youth, older adults and caregivers, LGBTQ+, individuals experiencing homelessness or housing instability, individuals living with mental illness or substance use disorders, individuals with disabilities, veterans, and unemployed youth and adults. SCH worked closely with the AHE and community based organizations that are members of the SCH Community Leader Program to collect in-depth community input data through a community input survey and focus groups. We collected 763 surveys and conducted 8 focus groups with residents from the SCH service area as well as 3 focus groups with healthcare and social service providers. The community input survey was a qualitative tool designed to understand community health needs and assets from community members, with a focus on hearing from community members most impacted by health inequities. The community input surveys, along with focus group data, informed the priority areas and strategies for community health improvement in Chicago and suburban Cook County. Between August 2018 and February 2019, the Illinois Public Health Institute (IPHI) worked with Alliance for Health Equity partners to hold a total of 57 focus groups with priority populations such as veterans, individuals living with mental illness, communities of color, older adults, caregivers, teens and young adults, LGBTQ+ community members, adults and teens experiencing homelessness, families with children, faith communities, adults with disabilities, and children and adults living with chronic conditions such as diabetes and asthma. In total, 12 focus groups were held with residents and service providers in SCH's service area. SCH values the community health needs assessment process as an opportunity to engage with community leaders and organizations through the Community Leader Engagement Program and Community Ambassador Program and with our colleagues from other healthcare institutions across the County through the Alliance for Health Equity. In partnership with communities, the Chicago Department of Public Health, the Illinois Public Health Institute, and the Alliance for Health Equity, we have taken an in-depth look at the needs and assets in the communities we serve, and we are committed to addressing those needs through implementation strategies in partnership with communities most impacted by health inequities. We undertake this collaborative approach to community health needs assessment and implementation in order to address the underlying root causes of health disparities and to support greater community health and well-being in the communities we serve. Swedish Covenant Hospital makes the Community Health Needs Assessment available at SwedishCovenant.org/community-benefit. It is also shared broadly with internal and external stakeholders, including employees, volunteers, physicians, elected officials and members of our community, including the Community Leader Engagement Program. Our next CHNA will take place in FY22. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - Alliance for Health Equity. Alliance for Health Equity (AHE) is a collaborative of over 30 hospitals, 7 health departments, and 100 community partners. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - Swedish Covenent Hospital. In acknowledging the wide range of priority health issues that emerged from the CHNA process, Swedish Covenant Health (SCH) determined that it could only effectively focus on those which it deemed most pressing, most under-addressed, and most within its ability to influence. The hospital focused on 8 of 12 identified needs. Listed below are the eight needs which are being addressed and highlights of how they are being addressed: Addressing Social and Structural Determinants of Health 1. Violence, Trauma and Community Safety: During FY20, we served 72 patients who came to our Emergency Department (ED) for medical treatment following a sexual assault or disclosed a sexual assault in one of our inpatient or outpatient settings. We served 273 patients currently experiencing or showing signs of possible domestic violence (DV). 8 patients exhibited red flags for human trafficking (HT) and were connected with services. Our community partners referred 10 human trafficking survivors and 21 DV survivors to receive trauma-informed dental, medical and mental health care services with the hospital's outpatient services. Additionally, female washrooms in most public areas of the hospital display signage asking "Is Someone Hurting You?" in 5 languages (English, Spanish, Arabic, Urdu and Korean) and providing cards with phone numbers to DV hotlines. Over 425 cards were taken from these washrooms during FY20 (limited visitors due to pandemic after March 2020). During FY20, more than 371 staff members were trained in awareness and response. Swedish Hospital's Public Safety Team also leads de-escalation trainings via the Crisis Prevention Institute (CPI). 54 staff members were trained in de-escalation techniques in FY20. There is ongoing dialogue with local and regional partners via quarterly workgroups organized by SCH. 2. Conditions that Support Healthy Eating and Active Living: In FY20 the Swedish Hospital Foundation provided a grant to establish the Food Connections Program at Swedish Hospital, to better identify food insecurity and increase food access for vulnerable inpatient and/or outpatient populations. Since initiation, efforts have been focused in the following areas: 1) Raising awareness of food insecurity as a health issue among Swedish staff, Implementing the Hunger Vital Sign food insecurity screening questions, Piloting food access interventions and Building relationships with community partners. In FY20, more than $20,000 in funding was utilized for implementation. Swedish Hospital Foundation will continue to support this program with funding as well as collaborate to identify additional grant opportunities to support the growth and expansion of this program. During the first half of FY20 (pre-pandemic), the hospital delivered a variety of programs on and off campus to inform community members about nutrition, physical activity and weight, including 7 community health fairs with local elected officials (wards: 33rd, 39th, 40th, 45th, 47th and 50th). As well as more than 15 community events which supported healthy lifestyles. SCH additionally supports the community gardening movement with an edible community garden on campus, in partnership with Peterson Garden Project (PGP). 3. Housing and the Neighborhood Environment: Swedish Hospital remains committed to identifying, housing and providing support services to homeless individuals in our area. Ongoing updates about the program are sent to all employees to keep them informed and encourage their ongoing engagement. Swedish Hospital's ED noticed the patterns of recurring visits by the same chronically homeless patients. Seeking a more permanent solution, Swedish Hospital currently partners with Lutheran Social Services of Illinois (LSSI), to reduce hospital visits of the homeless by providing permanent housing and services. The ED clinical director and staff continue to remain engaged in the process of identifying homeless patients who need assistance with food and shelter. With funds from the Swedish Foundation, Swedish developed a MOU with LSSI to provide housing and case management to 6 Swedish homeless patients. Swedish Hospital Foundation provided more than $6,000 in funding to support the housing program, through partnerships with Center for Housing and Health and LSSI. In addition, Swedish's director of intergovernmental affairs has attended 37 meetings, with over 42 hours spent mentoring collaborations with outside agencies, including meetings with the Alliance for Health Equity Housing Committee. Addressing Chronic Conditions: Risk Factors, Prevention and Management 4. Diabetes: The hospital's Diabetes Community Center (DCC) offers comprehensive education, resources and support to patients diagnosed with type 1 or type 2 diabetes, prediabetes and gestational diabetes. It is an American Diabetes Association accredited self-management program and has been accredited since 1998. 1-1 counseling services are available to community members as an outpatient service via physician referral. The center also provides free support groups and monthly small group education sessions to offer strategies for ongoing diabetes lifestyle management. Diabetes prevention and education seminars are also offered throughout the year for the general community. In FY20, SCH received $37,500 in funds from the American Hospital Association and BCBSIL to further support diabetes education for low-income racially diverse patients and community members. This health disparity grant provided free individual diabetes education to uninsured/underinsured ethnic minorities in the Swedish Hospital community, in partnership with several local organizations. 5. Heart Disease & Hypertension: Our goal is to provide community outreach and education related to heart disease and stroke risk factors, warning signs and how to respond in an emergency. Prior to the start of the pandemic, the hospital delivered several programs on and off the hospital campus in FY20 to inform community members about heart disease and stroke warning signs and risk factors. Programs included blood pressure screenings at community events as well as educational presentations. The hospital additionally offered two low cost heart disease screening events for the community. The hospital is committed to caring for heart disease and stroke patients beyond discharge. 6. Obesity: A key partner in this priority is Galter LifeCenter (GLC), our certified medical fitness facility on campus. GLC offers a wide variety of programs for all ability levels, to help prevent and manage obesity. One key program is Fundamental Fitness, an 8-week comprehensive program which works with physician referrals to educate on health, fitness and wellness topics in a supportive and encouraging environment. The program offers practical knowledge necessary to create a foundation for long-term success in leading a healthy lifestyle, and it is recommended for those who know they need to exercise but don't know where or how to begin. The program is reasonably priced, and scholarships for those unable to afford the program are also available. In FY20, Fundamental Fitness sessions were offered to 48 participants from October 2019 - March 2020, at which time the program was paused due to COVID. To help support community members in their mental and physical well-being during the pandemic, GLC offered free virtual fitness classes from late April through the month of May. In total, GLC offered 102 free virtual fitness programs with 3,531 individuals attending. Later, a discounted virtual membership option was available ($25/month), with ongoing resources shared to all community members. GLC provides membership scholarships (discounted membership) to community members who are experiencing both financial and medical need (via application process). Scholarship Members receive a $51 discount ($86-$35) on the full membership, which totals more than $70,000 in discounts provided by GLC annually. There were 139 scholarship members for a portion of FY20 prior to the pandemic. 7. Cancer: The SCH Community Breast Health Program (CBHP) serves women who face the greatest challenges accessing breast cancer detection and treatment due to financial, cultural, and language barriers. For our uninsured patients, grant support from The National Breast Cancer Foundation, Susan G. Komen Chicagoland and A Silver Lining is available. Through the generous support of these organizations, the program was able to provide screening and diagnostic mammograms, ultrasounds, and biopsies to low-income women over the last year. In FY20, CBHP delivered 1,034 no-charge cancer detection services to 758 uninsured, low-income women. Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - Swedish Covenant Hospital. 8. Enhancing Access to Resources and Services: The hospital continues to seek ways to provide appropriate resources for individuals presenting in the SCH Emergency Department (ED) with substance abuse (SA) or other mental health disorders. In acknowledging the wide range of priority health issues that emerged from the CHNA process, Swedish Hospital determined that it could only effectively focus on those which it deemed most pressing, most under-addressed, and most within its ability to influence. The following is a list of needs identified through the CHNA process which will not be actively addressed at this time: 1) Addressing structural racism and advancing racial equity, 2) Policies that advance equity and promote physical and mental well-being, 3) Reducing Substance Use Disorders, and 4) Improving maternal and child health including reducing maternal and infant mortality. 1 Life Center on the Green Inc 5157 N Francisco Avenue Chicago IL 60625 Physical Rehabilitation / Medical Fitness Facility Schedule H, Part I, Line 7d The PA tax benefit is not reimbursement for direct patient care and therefore we believe it shows for Schedule H, Line 7b, Column (c) the $86,881,857 in the community benefit expense includes the provider assessment tax of $15,236,480. Had the provider tax been excluded, the total community benefit expense would have been $71,645,377. On Schedule H, Line 7b, Column (d), the direct offsetting revenue of $91,941,013 includes the provider tax revenue of $39,386,663 million. Had the public aid provider revenue been excluded from Schedule H, the direct offsetting revenue would have been $52,554,350. Using an adjusted total community benefit expense of $71,645,377 noted above, minus an adjusted direct offsetting revenue amount of $52,554,350, also noted above, the resulting community benefit dollar amount on Schedule H, Line 7b, Column (e) would have been $19,091,027. On Schedule H, Line 7b, Column (f) percentage of total expense would have increased from 0% to 6.7%. The PA tax benefit is not reimbursement for direct patient care and therefore we believe it should be excluded from the Schedule H calculations. Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance Each net community benefit expense is divided by total hospital expenses (excluding bad debt expense) to determine the percent of community benefits provided for fiscal year 2020. Costing Methodology - For all community benefits, we utilize the cost to charge ratio to calculate the benefit. The net operating costs are calculated by taking the total operating costs less the following: the PA tax and the non-patient care activity costs, The net gross charges are calculated as follows: gross charges less charges for community benefits, Net operating costs divided by net gross charges provides the cost to charge ratio. Schedule H, Part II Community Building Activities Members of Swedish Covenant Hospital staff work with other organizations and participate in many activities to advocate for health improvement in our community. These include: Involvement with the Association for Community Safety Net Hospitals and the IHA Advocacy Outreach Team, participation in the Medicaid Rate Reform Tag Group, community meetings, chambers of commerce, education, and seeking of resources to enhance health care services in the community. During the 2020 fiscal year, Swedish Covenant Hospital continued its active involvement in a collaborative of area hospitals entitled the Alliance for Health Equity (AHE). AHE is a partnership between the Illinois Public Health Institute, hospitals, health departments, and community organizations across Chicago and Cook County. This initiative is one of the largest collaborative hospital-community partnerships in the country with the current involvement of over 30 hospitals, 7 health departments, and 100 community partners throughout Chicago and Cook County serving on various action teams. AHE is a collaboration of Chicago and Cook County-based hospitals that strives to promote a collective impact on health outcomes in the city of Chicago through an environment that fosters learning, sharing of resources, data and best practices. They are also the driving force to facilitate and execute the Community Health Needs Assessment (CHNA) for their hospital members. SCH has staff who participate in a variety of sub-groups via AHE including the following: AHE Steering Committee, Social and Structural Determinants of Health Committee, Housing and Health Workgroup, Food Security/Food Access Workgroup, Mental Health and Substance Use Disorders Committee, CHNA Committee, Policy Committee and Trauma Informed Hospitals Collaborative. Erie Family Health is a strong partner of Swedish Covenant Hospital, providing expanded health services for those in need through high-quality, low-cost medical care as a Federally Qualified Health Center (FQHC). The Erie Foster Avenue Health Center (one of 13 Erie locations in Chicago and the surrounding suburbs) is Erie's first location on a hospital campus, which allows for integrated care coordination along the health continuum. Through this partnership, numerous Erie providers have delivery privileges at Swedish Covenant Hospital, and Erie Foster Avenue patients have access to specialty care services provided by Swedish Covenant Hospital. One key element to this partnership is Erie's role as the clinical training site for SCH family medicine and internal medicine residency programs. This collaboration allows for great medical exposure and training, in part due to the nature of the diverse patient population. SCH partners with local schools and organizations to provide career days science fair judging and other interactive tours with students. One example is a healthcare careers exploration panel which SCH hosted for students of Niles North and West high schools who were interested in health professions. Over the course of two hours, students heard candid stories from more than ten health professionals including a pediatric nurse practitioner, dietitian, nurse, physical therapist, violence prevention specialist, lab director and senior administrator from our medical group. Finally, SCH remains committed to identifying, housing and providing support services to homeless individuals in our area. Chicago ranks 3rd among cities in the U.S. for the most homeless residents, with a large encampment living under the viaducts less than two miles away from Swedish Hospital. The average life expectancy of a chronically homeless individual is much lower than the life expectancy for the general population. When Swedish Hospital's Emergency Department noticed the patterns of recurring visits by the same chronically homeless patients, they developed a more permanent solution. The hospital partners with Lutheran Social Services of Illinois (LSSI) to reduce hospital visits of the homeless by providing permanent housing and services, including intensive case management and managed healthcare services. Swedish Hospital's commitment to the community is unique and patient care extends far beyond the walls of the hospital. In addition to the above mentioned activities, SCH regularly engages in conversation to advocate for community health improvement and support, including attending meetings with the local police districts on safety/community policing and meeting with organizations who serve disadvantaged populations within our community to develop relationships/partnerships to provide preventive health screenings (including mammograms), violence prevention resources, and other free health education offerings throughout the community. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount The costing methodology is applying the cost-to-charge ratio of 16.62% to total bad debt expense. Schedule H, Part III, Line 3 Bad Debt Expense Methodology There are no bad debt amounts included in community benefits. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote Patient Accounts Receivable Financial Statement Footnote - Patient service revenue and patient accounts receivable are reported at the amount that reflects the consideration to which the Corporation expects to be entitled in exchange for providing care. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The Schedule H, Worksheet 2, Ratio of Patient Care Cost-to-Charges was used to determine the Medicare costs reported on Part III, Line 6. Swedish believes that all of the $3,572,129 Medicare shortfall should be considered as community benefit. The Internal Revenue Service Community Benefit Standard includes the provision of care to the elderly and Medicare patients. Medicare shortfalls must be absorbed by NorthShore in order to continue treating the elderly in our community. During fiscal year 2020, Medicare accounted for approximately 42.3% of hospital gross patient revenues. The hospital provides care regardless of this shortfall and thereby relieves the government of the burden of paying the full cost of care for Medicare beneficiaries. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance Charity Care Patients: The organization has a policy of Presumptive Charity Care for health care services provided to uninsured patients who are presumed eligible for charity care based on criteria demonstrating financial need. Effective January 1, 2014, the regulations adopted by the Illinois Attorney General (77 Ill. Admin. Code Part 4500, Hospital Financial Assistance under the Fair Patient Billing Act), require that a presumptive charity determination take place as soon as possible after the receipt of health care services from the hospital and prior to the issuance of any bill for those health care services by the hospital. According to the regulations, a patient's financial need must be determined by use of presumptive charity criteria (which may be accomplished through software/screening) without further scrutiny by the hospital. Financial Assistance: Patients with a self-pay balance and without the resources to pay their obligations will be assessed for financial assistance by the Financial Service Center. The assessment involves an evaluation for eligibility for all appropriate levels of assistance, including governmental or partial reductions or complete charity care. Schedule H, Part V, Section B, Line 16a FAP website - Swedish Covenant Hospital: Line 16a URL: swedishcovenant.org/for-patients-and-visitors/pay-your-bill/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - Swedish Covenant Hospital: Line 16b URL: swedishcovenant.org/for-patients-and-visitors/pay-your-bill/financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - Swedish Covenant Hospital: Line 16c URL: swedishcovenant.org/for-patients-and-visitors/pay-your-bill/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment In the spring of 2018, Swedish Covenant Health (SCH) embarked on a comprehensive Community Health Needs Assessment (CHNA) process to identify and address the key issues for our community. SCH and members of the Alliance for Health Equity (AHE), a collaborative of over 30 hospitals, 7 health departments, and 100 community partners, worked together during Spring 2018-Fall 2019 to build a comprehensive CHNA in Chicago and Cook County. The CHNA was reviewed and approved by the hospital board of directors in September 2019. Using the Mobilizing for Action through Planning and Partnerships (MAPP) model for the CHNA, AHE emphasized the importance of community engagement, partnership development, and the dynamic interplay of factors and forces within the public health system. AHE chose this inclusive, community driven process to leverage and align with health department assessments and to actively engage stakeholders, including community members, in identifying and addressing strategic priorities to advance health equity. SCH will continue to partner with members of AHE and other key community partners within our service area to leverage existing resources and develop strategies which contribute to improving the most pressing health needs of our communities. This implementation plan describes programs SCH is undertaking over the next three years to address the prioritized health needs within our community. SCH has been serving Chicago's diverse north and northwest sides for more than 130 years, providing the full range of comprehensive health and wellness services including an acute care hospital, primary care and specialists in the medical group, strong community outreach programs and Chicago's only certified medical fitness center, Galter LifeCenter. SCH is a 312-bed nonprofit teaching hospital, with more than 600 board-certified doctors and advanced practice providers from top medical schools and residency/fellowship programs in the country. The hospital has continually evolved to offer more than 50 academic-level medical specialties, including advanced robotic and minimally invasive treatments. The hospital maintains a department dedicated to addressing its outreach objectives of serving the entire community, not only those who come through its doors. Building on a long tradition of service, the Community Relations Department utilizes hospital strengths alongside those of other well established community partners. This strategy allows the hospital to better understand and reach the most vulnerable sectors of the community, while meeting pressing healthcare needs. The goal is to improve the community's health status by empowering citizens to make healthy life choices. In consideration of the top health priorities identified through the CHNA process - and taking into account hospital resources and overall alignment with the hospital's mission, goals and strategic priorities - SCH is committed to developing and/or supporting strategies and initiatives for the following issues: Addressing Social and Structural Determinants of Health, Addressing Chronic Conditions: Risk Factors, Prevention and Management and Improving Mental Health. These health needs were prioritized due to the fact that they were supported by both primary and secondary data. Additionally, the hospital's relationships with community partners, clinical expertise, strategic priorities and ongoing commitment to community engagement creates an ideal opportunity to make an impact in the above priority needs, including focused attention within communities of greatest need. Some additional components of the above broad areas of need were highlighted by AHE as areas of opportunity, however due to various reasons they will not be focused on by Swedish Hospital. The CHNA which began in Spring 2018 and was reviewed and approved in 2019 to inform the activities for FY20-22. The priorities being addressed are: Addressing Social and Structural Determinants of Health 1. Violence, Trauma and Community Safety 2. Conditions that Support Healthy Eating and Active Living 3. Housing and the Neighborhood Environment Addressing Chronic Conditions: Risk Factors, Prevention and Management 1. Diabetes 2. Heart Disease & Hypertension 3. Obesity 4. Cancer Improving Mental Health 1. Enhancing Access to Resources and Services Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Charity or discounted care is available for medically necessary services as defined by Medicare, to patients who meet the financial and documentation criteria defined below. Each situation is reviewed on an individual case-by-case basis. While not absolutely essential, the need for potential charity or discounted care should be established in advance of admission or rendering of service, or shortly thereafter. Notices in English, Greek, Korean, Polish, Russian, Spanish and Urdu about the availability of Charity or Discounted Care are posted in the Emergency Room registration area, and the inpatient and outpatient registration areas. The information is also contained in the Patient Handbook, given to all patients upon inpatient admission. Patients and families are encouraged to speak to a financial counselor for more information and assistance, The Guidelines, along with the financial questionnaire, are posted in English, Greek, Korean, Russian, Polish, Spanish and Urdu on the hospital's website. In order to be eligible for charity or discounted care, the patient must be willing to provide verification of income by filling out the Patient Financial Statement. The patient is responsible to voluntarily submit any and all documentation in order to be eligible to receive this discount. During the registration and information gathering process, the financial counselors determine if the patient qualifies for medical assistance from other existing financial resources such as Medicare, Medicaid, Kid Care, Family Care or other state or federal programs, If the patient refuses to apply for existing financial resources or to provide information necessary to the application process, charity or discounted care cannot be granted. If the application for existing financial resources is denied, or has been previously denied, consideration for charity or discounted care will then be given. Once the Financial Assistance Application form is received, the Financial Service Center determines the eligibility for charity or discount care. SCH suspends the collection process while the Financial Assistance Application is being reviewed, The only criteria considered for Financial Assistance is income and family size. Income is evaluated against the matrix of Federal Poverty Guidelines to determine whether full or partial discount can be approved, Documentation of income is submitted in the form of paycheck stubs, income tax returns, Social Security checks, and/or other documents that are indicative of income. If the information submitted is not perceived to be accurate or reliable, SCH reserves the right to request additional documentation to substantiate income or family size. Patients who are approved for financial assistance and earn a family income lees than 300% of the federal poverty guidelines will receive care at no cost for their patient balance after $300 per inpatient stay or outpatient services. The insured patient with a large balance due to deductibles and/or co-payments may be eligible for charity or discounted care. In order to qualify, the patient must complete the Patient Financial Statement and return it to the financial counselors for evaluation and recommendation. No legal action is taken against uninsured patients for the first one hundred twenty (120) days after discharge. Patients who have a family income that is no more than 600% of the Federal Poverty Guidelines (as determined each year), and who do not have any health insurance (or coverage under workers' compensation, accident liability insurance, or other third party liability) as documented through SCH's insurance verification procedures, receive a discount in accordance with the Hospital Uninsured Patient Discount Act (210 ILCS 89/) (the Act). Schedule H, Part VI, Line 4 Community information SCH's community, as defined for the purposes of the hospital's Community Health Needs Assessment, includes each of the residential ZIP Codes that comprise the hospital's Primary Service Area (PSA) and Secondary Service Area (SSA), including: 60613, 60618, 60625, 60626, 60630, 60640, 60641, 60645, 60646, 60659, 60660 and 60712. This community definition was determined because the majority of SCH's patients originate from this area. The population of the hospital's service area is estimated at 721,937 people. It is predominantly non-Hispanic White, but also has substantial Hispanic (28%) and Asian (11 %) populations. As throughout the state and nation, our population is aging, with 11.0% currently age 65 and older. There is substantial variation in income across the SCH service area. The community areas with highest poverty rates are Albany Park, Rogers Park, Uptown, Edgewater, and Avondale. The hospital serves a very diverse multicultural community, with the Albany Park neighborhood serving as a key entry point for many new immigrants. To better address the needs of our highly diverse community, the hospital works regularly with dozens of community stakeholders including local ethnic groups, legislators, and community and business organizations, including: the Albany Park Community Center, Centro Romero, Erie Family Health, Heartland Health, Chicago Department of Public Health, HANA Center, Asian Human Services, Vietnamese Association of Illinois, Hamdard Center, Apna Ghar, and North River Commission. These organizations serve as a link between the hospital and the many surrounding niche communities, and the hospital's Community and Government Relations teams communicate regularly online and in-person to propose solutions to issues including Access to Care and health reform. The Spanish language represents the majority of interpretive assistance requested at the hospital. To meet this need on an inpatient and outpatient basis, the hospital employs a full time Spanish medical interpreter. The hospital additionally uses telephonic and video interpretive services to meet the needs in other languages, as well as for when the employed interpreter is not present. In FY20, 81 unique languages were accessed by our staff to communicate with our diverse patient base. To better serve the Korean community, the hospital partners each year with HANA Center, the Korean Medical Society and the Korean Nurses Association to host an annual Korean Health Fair at the hospital. This event provides discounted services for the uninsured and underinsured working population. More than 100 Koreans residing in the greater Chicago area attend this event to receive free or reduced cost screenings and services. HANA Center coordinates the event collaboratively with staff from SCH. In FY20, SCH collaborated with dozens of community organizations and local businesses to provide wellness and prevention programs prior to the pandemic. Additionally, the hospital is committed to educating the public about health and wellness online via social media. As the pandemic progressed, the hospital was tirelessly committed to providing resources and education via virtual programs for community leaders and general community members. As part of the hospital's community outreach efforts, two programs play a critical role: the Community Ambassador Program and the Community Leader Engagement Program. The Community Ambassador Program initiated in FY16 and consists of employees from various departments within the organization who live in the local community and are looking for ways to build bridges among neighbors. Ambassadors engage in dialogue with schools, churches, cultural groups and other local organizations to learn more directly about the community's needs. Feedback and insight is shared with the Community Relations staff which helps to develop appropriate programming and education for the community served by the hospital. The group meets in-person quarterly to discuss ways to better connect with the community; additionally ambassadors are linked via a closed Facebook group to continue dialogue throughout the year, between meetings. In FY20, more than 40 employees served as Community Ambassadors. The Community Leader Engagement Program initiated in FY17 as an extension of the Ambassador Program. The community leader program has established the hospital as a local leader driving positive change. Two to three times each year, nearly 100 leaders gather to discuss issues impacting our local community. Attendees represent schools, faith communities, cultural organizations, neighborhood organizations and elected officials, as well as a range of internal hospital leaders. With a focus on health and wellness, the group dialogues about the hospital's Community Health Needs Assessment while exploring tangible efforts to impact key priorities, including the hospital's Violence Prevention Program and Housing Connections (housing for homeless individuals). Each year, the group makes a commitment to improve awareness about a specific community health issue and make a positive impact in the health of the community. In FY20, based on needs identified in our CHNA as well as input from Community Leaders and clinical professionals, the group planned to host a Summer Social to promote healthy lifestyle habits (centered around wellness zones of Fitness, Nutrition, Mind/Body and Preventive Care). This one-day summer event was postponed due to COVID. Swedish Hospital continues to provide updates and resources to local leaders, stakeholders and elected officials to share with the community and their constituents. Swedish Hospital also prepared education on the COVID-19 vaccine at the end of FY20. During the pandemic, Swedish Hospital had been dedicated to caring for COVID-19 patients, providing testing, educating the community, and supporting their employees. Our healthcare professionals have made daily sacrifices and we recognize the ongoing hard work, dedication, and resilience both within the hospital as well as throughout the community, in the face of a global pandemic. Schedule H, Part VI, Line 5 Promotion of community health In keeping with the Hospital's mission to provide a continuum of excellent healthcare services, any surplus funds are invested in capital improvements related to patient care or in community benefit programs. The hospital extends medical staff privileges to all qualified physicians in the communities it serves, in accordance with our medical staff development process. The hospital has an active Board of Directors who meet every two months. In addition to reviewing the hospital's financial results, they discuss the hospital's plans and programs in support of our efforts to enhance the health care environment for the entire community we service. The Hospital helps community members gain access to health care services by assisting low income families in applying for the Illinois Department of Public Aid's KidCare and FamilyCare programs. Information about these services is distributed to numerous community organizations, churches, health fairs and school events. It is also publicized throughout the hospital campus and on the hospital web site. Medicaid applications continue to be processed for all inpatients who qualify. The Senior Health Insurance Program (SHIP) counselor continues to provide information for seniors, including information on Medicare Part D. Information about this service is also publicized throughout the hospital campus. There were a total of 94 SHIP consultations at the hospital in FY20. Schedule H, Part VI, Line 7 State filing of community benefit report IL true Erie Family Health Center 1701 W Superior Street 3rd Floor Chicago IL 60622 363088628 501(c)(3) 950000 To help defray the costs of uncompensated care to lower income and medically underserved patients at the Health Center. 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The mission of Swedish Covenant Health is to provide excellent healthcare services for our culturally diverse community. In pursuit of this mission, the hospital will fund or otherwise sponsor programs which advance our mission. If a grant is approved by the Board of Directors, yearly progress reports will be required, with a final report required at the conclusion of the project. An annual audit may be requested, if appropriate. X true true X X X X false true false false false false false true false Anthony Guaccio President & CEO 475966 0 303180 0 80210 0 68316 0 17087 0 944759 0 41379 0 Shameem A Abbasy MD Director 0 291279 0 69347 0 19000 0 8250 0 30794 0 418670 0 0 Gerald Gallagher Director 0 1122910 0 538500 0 6360 0 1262059 0 30514 0 2960343 0 0 Kristen Murtos Director 0 607821 0 272000 0 6775 0 497111 0 33167 0 1416874 0 0 Mahalakshmi Halasyamani MD Director 0 548077 0 225000 0 5955 0 327788 0 3742 0 1110562 0 0 Lawrence P Anderson Director 0 57122 0 97422 0 391458 0 138246 0 5545 0 689793 0 0 Thomas J Garvey Senior VP & CFO 351525 0 218180 0 197044 0 30385 0 13940 0 811074 0 167125 0 Scott Hanson Vice President of Finance 0 138768 0 14853 0 11309 0 5227 0 26605 0 196762 0 0 Bruce Mcnulty MD Chief Medical Officer 354399 0 141500 0 49062 0 44450 0 29367 0 618778 0 0 0 Jonathan Lind Senior VP & Chief Operation Officer 252092 0 130340 0 48066 0 29086 0 25962 0 485546 0 16544 0 Patricia King General Counsel 250932 0 56000 0 49664 0 24927 0 22508 0 404031 0 21853 0 Kathryn Donofrio RN Senior VP, CNO 184322 0 99420 0 38872 0 24609 0 19710 0 366933 0 10712 0 Janis A Rueping VP Quality Improvement/Risk Management 180654 0 101060 0 44426 0 21484 0 25676 0 373300 0 16609 0 Saliba Kokaly VP Operations 155613 0 98340 0 45259 0 24693 0 28590 0 352495 0 0 0 Michael Feinzimer Physician 299667 0 11250 0 0 0 0 0 1716 0 312633 0 0 0 Nicola Byrne AVP of Finance 194966 0 63967 0 25000 0 8250 0 4415 0 296598 0 0 0 Karen M Sheehan Senior VP & CIO 217053 0 119759 0 44249 0 27783 0 28731 0 437575 0 18183 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees As part of their compensation package, vice presidents of the organization are offered a $900 reimbursement for membership dues to the health club of their choice. This benefit is treated as taxable compensation. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The Hospital and Covenant Ministries of Benevolence follow the requirements set forth in the IRS rebuttable presumption of reasonableness in determining compensation for the CEO and other officers and executive leaders of the corporation. The process includes review of comparability data, retention of an outside compensation consultant, and contemporaneous substantiation of the deliberation and decision through detailed minutes of the compensation committee and full board meetings where executive compensation is considered. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Covenant Ministries of Benevolence (CMB) provides certain supplemental retirement benefits to its officers and key employees. These benefits are provided through a nonqualified deferred compensation plan, under which a portion of the benefits being earned are subject to a substantial risk of forfeiture. The supplemental retirement benefits are structured to provide a retention incentive that has been determined by the Compensation Committee of CMB's Board to be of substantial value to the organization. The Committee approves all retirement benefits, together with all other forms of compensation and benefits for these and other executives, in a manner intended to qualify for the rebuttable presumption of reasonableness under the intermediate sanctions rules of federal income tax law. The following individuals participated in the Executive Benefit Plan: Kathryn Donofrio - $20,222 Thomas Garvey - $29,675 Anthony Guaccio - $64,370 Patricia King - $23,418 Saliba Kokaly - $21,014 Jonathan Lind - $24,967 Janis Rueping - $16,910 Karen Sheehan - $25,627 Bruce McNulty - $45,624 Schedule J, Part I, Line 7 Non-fixed payments Swedish Covenant Health provides incentive payments to certain employees after operating and performance goals are achieved. Incentive payment plans are reviewed and approved by the Compensation Committee of the Board of Directors. Brooke Newton Family member of Mark Newton (former CEO of Swedish Covenant Hospital) 64484 Wages paid as an employee of Swedish Covenant Hospital false Form 990, Part III, Line 4 Program Service Description Since 1886, Swedish covenant Health has been dedicated to providing healthcare services and healthcare education. As part of its mission as a not-for-profit, church-based community hospital, Swedish Covenant has served as an educational center, health rehabilitation center, illness prevention center, social support services center, and community center. Swedish Covenant Health serves as a solid community structure through employment of over 2,260 individuals. Recognizing its mission to the community, Swedish Covenant Health offers the following quality medical healthcare services regardless of race, creed, sex, national origin, handicap, age or ability to pay: General Medicine, Surgery, ICU. Swedish Covenant Health continually offers the latest technology to meet the vast needs of the community, During the fiscal year, Swedish Covenant Health serviced 11,501 inpatients and more than 269,672 outpatients at a total cost of $282,799,000. Physical Medicine/Rehab Services Swedish Covenant Health is dedicated to providing a comprehensive Rehab Unit that combines the disciplines of physical therapy, speech therapy, occupational therapy and social work to help patients regain their strength and skills. The Rehab unit features a special room that simulates a home environment so patients can practice with home-like carpeting, furniture and fixtures while supervised by nurses. During the fiscal year, 161,346 inpatient and outpatient treatments for rehab, speech and occupational therapy were provided for a total cost of $5,030,281. Cardiac Care and Rehab The Cardiac Rehabilitation program offered by Swedish Covenant Health has improved the lives of many individuals with such innovative programs as "coronary Heart Disease Reversal." Swedish Covenant Health also offers a state-of-the-art Cardiac Catheterization Lab, and other diagnostic and preventive programs. During the fiscal year, Swedish Covenant Health performed 1,279 procedures by the Cardiac Rehab program and Cardiac Catheterization Lab, respectively, for a total cost of $8,273,046. In addition to the program services listed above, Swedish Covenant Health also offers the following services to the community: Health Screening, Health Promotions, Education, Prevention Swedish Covenant Health offers year-round health screenings to members of the community. Blood pressure screening events are provided in collaboration with the hospital's Stroke Education Coordinator. Each year free or reduced-cost cancer screenings are offered to the community. These included prostate, skin, cervical and breast screenings. Additionally, dozens of programs led by physicians, nurses, dietitians, personal trainers and other clinicians and experts from the hospital address topics of cancer prevention, treatment, nutrition, fitness and other healthy lifestyle recommendations. During the fiscal year Swedish Covenant Health served a total of 8,598 persons through participation in health promotions, education, and prevention for a total cost of $358,521. Community Wellness and Prevention programs continue to serve the community with over 250 events held at the Hospital or in the community through collaboration with community partners. These events include health fairs, screenings, daytime and evening lectures, seminars, classes, Speakers' Bureau presentations, children's events and other health related activities. Throughout the year the Hospital collaborated with dozens of community organizations to provide wellness and prevention programs. Swedish Covenant Health publishes periodic health and wellness information which is distributed through mailings and web-based programs to 181,000 households throughout the surrounding community for a cost of $84,531. In FY20, this included a special mailer on COVID symptoms and availability of free testing which was produced in English and Spanish. During the fiscal year, Swedish Covenant Hospital also offered transportation services to 466 members of the community at a net cost of $76,877. Interpreter Services Swedish Covenant Health provides in-house interpreters for patients who speak Korean and Spanish, the primary non-English languages in the community. In FY 2020, the interpreters participated in a more than 3,000 interpretive encounters. Additionally, SCH uses professional telephone interpretive assistance and had a total of 542,247 telephonic interpretation minutes (42,305 calls) in 78 languages. For deaf or hearing impaired patients who request sign language interpreters, the Hospital provides interpreters through CAIRS and Chicago Hearing Society. Swedish Covenant Health incurred a total cost of $566,542 for interpreter services. Medical Education Swedish Hospital is a teaching hospital and part of the wider NorthShore University HealthSystem, with residency programs in emergency medicine, family medicine, internal medicine, and podiatric medicine and surgery. Swedish Hospital also has fellowship programs in Critical Care Medicine and Pulmonary Critical Care Medicine. Swedish Hospital utilizes board-certified physicians who are either independent contractors or are employed by Swedish or NorthShore Medical Groups, to provide teaching, training and supervision of the residents in Swedish Hospital's Family Medicine (16 residents), Internal Medicine (26 residents), Podiatric Medicine and Surgery (6 residents) residency programs as well as the Critical Care (2 fellows) and Pulmonary Critical Care Fellowships (3 fellows). Swedish Hospital has an affiliation agreement with McGaw, the postgraduate arm of Northwestern University, to be a training site for their family medicine residents. Surgical residents from the Amita St Joseph's general surgery residency program also rotate at Swedish Hospital. Swedish Hospital is also a training site for students of three medical schools; Chicago College of Osteopathic Medicine (40), and Arizona College of Osteopathic Medicine (20), both part of Midwestern University, and for the St George's University of London program delivered by the University of Nicosia (48). In addition to the above, during the fiscal year ended September 30 2020, Swedish Covenant Health voluntarily provided $8,771,009 at cost in charity care/uninsured discounts and provided $19,091,027 at cost in unreimbursed Medicaid services. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Kurt D. Anderson and Lawrence P. Anderson - Family relationship, Christopher J Olson, Gerald P Gallagher, Kristen Murtos, Mahalakshmi Halasyamani - Business relationship Form 990, Part VI, Line 4 Significant changes to organizational documents The sole member changed from Covenant Ministries of Benevolence (CMB) to NorthShore University HealthSystem on January 1, 2020. Form 990, Part VI, Line 6 Classes of members or stockholders The sole member is NorthShore University HealthSystem. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The member elects the Board of Directors. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders S 3,1 of the Bylaws grant reserved powers to the member, such as approval of amendments to the Bylaws of the corporation, approval of certain acquisitions, dispositions and financing, and the power to elect or remove the members of the Board of Directors of the Corporation. Form 990, Part VI, Line 11b Review of form 990 by governing body The draft Form 990 was reviewed by multiple levels of management and by the CFO of Swedish Covenant Hospital. In addition, Swedish Covenant Hospital's external public accounting firm reviews the return prior to filing. After filing, the Form 990 is provided to the Board of Directors and key provisions are discussed. Form 990, Part VI, Line 12c Conflict of interest policy Swedish Covenant Hospital has an Administrative Policy on conflict of interest, identifying the parameters of a conflict of interest and the requirement to disclose any such conflict of interest, Each September, the policy is distributed to the board members, key employees, directors and officers. They are asked to sign acknowledging receipt of policy and to disclose if they have any conflicts of interest. If someone is absent from the meeting or fails to return the acknowledgement, there is a follow-up with the individual until the signed acknowledgement is provided, If a person becomes an interested person he or she may be considered in determining whether a quorum is present, The interested person may make a short statement relating to the transaction or arrangement in question, but shall not vote on the motion addressing the actual or potential conflict. Form 990, Part VI, Line 15a Process to establish compensation of top management official The Hospital and Covenant Ministries of Benevolence follow the requirements set forth in the IRS rebuttable presumption of reasonableness in determining compensation for the CEO and other officers and executive leaders of the corporation. The process includes review of comparability data, retention of an outside compensation consultant, and contemporaneous substantiation of the deliberation and decision through detailed minutes of the compensation committee and full board meetings where executive compensation is considered. Form 990, Part VI, Line 15b Process to establish compensation of other employees The Governance Committee of Swedish Covenant Hospital has established the executive compensation program to enable the Organization to recruit, motivate and retain highly qualified executives to successfully carry out its Mission Statement and Core Values. The program also serves to align the interests of our executive officers with those of our community by placing a reasonable portion of compensation at risk through performance goals that, if achieved, are expected to increase the aggregate health level of the communities we serve and contribute to the long-term success of the Organization. Additionally, the executive compensation program will enable the Organization to reward performance that emphasizes teamwork and close collaboration among executive officers, supports Organizational excellence by leveraging enterprise-wide capabilities, drives efficiencies and integrates care and services for the benefit of our communities. The program will also assist the Organization in rewarding the achievement of specific annual, long-term and strategic goals, and align executive officers' interests with those of the communities we serve by rewarding performance that meets or exceeds established goals, with the ultimate objective of increasing community health. The overall executive compensation program aligns short- and long- term performance with the goals of the Organization and ensures cost-effective and efficient use of capital resources by offering the appropriate amounts and mix of compensation. Base Salary represents a fixed compensation component set at a level commensurate with the roles and responsibilities of each individual executive position to attract, motivate and retain top executive talent. The Annual Incentive Plan is a variable short - term performance-based compensation component with target award amounts set by the Governance Committee for each eligible executive position. Payouts reflect the degree to which the Organization and the individual executives have performed against predetermined 12-month metrics. Resulting total cash compensation levels may be below or above target amounts based on the Organization's performance against its short-term goals. Goals are sometimes set at a "stretch" level such that target performance may result in above-median levels of compensation. The Annual Incentive plan is intended to align the executive compensation program with the Organization's business strategy, and strengthen the relationship between pay and performance. The Long-Term Incentive Plan is a variable three-year performance-based compensation component with target award amounts set by the Governance Committee for each eligible executive position. Payouts reflect the degree to which the Organization and the individual executives have performed against predetermined 12-, 24- and 36-month metrics. Resulting total cash levels may be below or above target amounts based on the Organization's performance against its long-term goals. Goals are sometimes set at a "stretch" level such that target performance may result in above-median levels of compensation. The Long-Term Incentive Plan is intended to align the executive compensation program with the Organization's business strategy, strengthen the relationship between pay and performance, reinforce the link between the interests of executives and the long-range vision of the Board of Directors and promote the retention of executive talent. Qualified and non- qualified retirement benefit plans are provided by the Organization to help meet the executives' pre- and post-retirement financial needs, serve as a backstop for our performance-based programs and promote the retention of executive talent, The Board of Directors and the Governance Committee are comprised of voluntary citizens of the community who perform their duties without compensation for hours devoted to Board work, The Governance Committee includes an executive from the Covenant Ministries of Benevolence, the controlling member of Swedish Covenant Hospital, A majority of voting members of the Governance Committee are independent, and the Committee is responsible for the development of the philosophy, policy and objectives that guide the Organization's executive pay programs as well as establishing our performance standards and determining the compensation of our senior executives, The Governance Committee retains Pearl Meyer as their independent compensation consultant to assist the Committee in the continued development and evaluation of the Organization's compensation policies and practices and the Committee's determination of compensation. The Governance Committee has the sole authority to retain and terminate the independent compensation consultant and to review and approve the consultant's fees and other retention terms . The Governance Committee has the authority to approve new executive compensation plans and material amendments to existing executive compensation plans. The Governance Committee provides the Board with reports on its actions and decisions following every Governance Committee meeting, Management provides data, analysis and recommendations for the Governance Committee's consideration regarding the Organization's executive compensation programs and policies and assists the Governance Committee in carrying out its responsibilities, Management also provides information to the Governance Committee's independent compensation consultant in connection with the consultant's role in advising the Governance Committee. The CEO typically attends the Committee meetings. The Governance Committee also meets regularly in executive session outside the presence of management. While the Governance Committee considers the recommendations of the CEO and the input received from its independent compensation consultant, most compensation decisions for the Organization's executives are made by management within their prescribed parameters dictated by the Governance Committee. The Governance Committee retains its independent compensation consultant to conduct a comprehensive review of the total compensation provided to the Organization's executives relative to competitive and comparable market practices, ensure that the Organization's compensation programs provide total compensation opportunities that are reasonable for purposes of Intermediate Sanctions (IRC Section 4958), assess the competitiveness of the Organization's compensation programs with respect to healthcare industry peer organizations, assist the Governance Committee with its charter review, review annual disclosures and the compensation of "disqualified individuals" whose compensation is subject to a reasonableness review under IRC Section 4958, provide an opinion letter to the Governance Committee regarding the reasonableness of the compensation of the Organization's executives and other "disqualified persons" and help to create a rebuttable presumption of reasonableness with regard to executive compensation. Form 990, Part VI, Line 19 Required documents available to the public The governing documents, conflict of interest policy, and financial statements are available upon request, for the same period of disclosure as set forth in IRC Section 6104(d), by contacting the Swedish Covenant Hospital administration department at (773) 878-8200. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Total Revenue: 5199608, Related or Exempt Function Revenue: 5199608, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Hospice - Total Revenue: 442514, Related or Exempt Function Revenue: 442514, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Consulting Fees - Total Expense: 1122682, Program Service Expense: 635219, Management and General Expenses: 487463, Fundraising Expenses: ; Physician Fees - Total Expense: 4933033, Program Service Expense: 4932183, Management and General Expenses: 850, Fundraising Expenses: ; Outside Professional Fees - Total Expense: 3748148, Program Service Expense: 3712565, Management and General Expenses: 35583, Fundraising Expenses: ; Agency Fees - Total Expense: 2488250, Program Service Expense: 2460221, Management and General Expenses: 28029, Fundraising Expenses: ; Collection Expense - Total Expense: 2225016, Program Service Expense: 80891, Management and General Expenses: 2144125, Fundraising Expenses: ; Purchsed Services - Total Expense: 14389493, Program Service Expense: 14103677, Management and General Expenses: 285816, Fundraising Expenses: ; Computer Software License - Total Expense: 1901754, Program Service Expense: 1196904, Management and General Expenses: 704850, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Net Assets Released from Restrictions - -53322; Change in Pledges Receivable - -20000; Change in Value of SWAPS - -4143920; Fair Market Adjustments - Member Substitution Agreement with NorthShore University HealthSystem - -27841495; Net Assets Transfer from Dissolution of SC Insurance Company - 24214502; Restricted Contributions and Pledges - 781947; Galter Life Center Pledge - -20000; Evangelical Covenant Church 8303 W Higgins Road Chicago IL 60631 362167730 Church IL 501(c)(3) 1 NA false Covenant Ministries of Benevolence 5145 N California Avenue Chicago IL 60625 363486813 Management/Support Services IL 501(c)(3) Type I Evangelical Covenant Church false Swedish Covenant Hospital Foundation 5145 N California Avenue Chicago IL 60625 205055155 Support of Swedish Covenant Hospital IL 501(c)(3) 7 Swedish Covenant Hospital true SC Insurance Company 6970 E Chauncey Lane Suite 100 Phoenix AZ 85054 273312053 Insurance AZ 501(c)(3) Type I Swedish Covenant Hospital true NorthShore University HealthSystem 1301 Central Street Evanston IL 60201 362167060 Healthcare IL 501(c)(3) 3 NA false NorthShore University HealthSystem Faculty Practice Associates 1301 Central Street Evanston IL 60201 363738206 Healthcare IL 501(c)(3) Type I NorthShore University HealthSystem false Radiation Medicine Institute 1301 Central Street Evanston IL 60201 363815543 Healthcare IL 501(c)(3) Type I NorthShore University HealthSystem false Covenant Village of Portland LP 420 NE Mason Street Portland OR 97211 364356838 Assisted Living Community OR NA N/A Ravine Way Surgery Center LLC 2401 Ravine Way Glenview IL 60025 201245279 Healthcare IL NA N/A HPMOB Limited Partnership 1301 Central Street Evanston IL 60201 363497502 Healthcare IL NA N/A NorthShore-Northwest Community CollaborationCo LLC 1301 Central Street Evanston IL 60201 842017997 Healthcare IL NA N/A Covenant International Insurance Company Insurance BD NA C Corporation false Covenant Trust Company 5215 Old Orchard Road Suite 725 Skokie IL 60077 363583163 Financial Services IL NA C Corporation false Swedish Covenant Management Services Inc 5145 N California Avenue Chicago IL 60625 364073303 Physician Practice Management IL Swedish Covenant Hospital C Corporation -28842788 66133325 1 true Swedish Covenant Physician Partners Ltd 5145 N California Avenue Chicago IL 60625 363120220 Managed Healthcare Provider IL NA C Corporation true NorthShore Physician Associates Inc 1301 Central Street Evanston IL 60201 363648026 Healthcare IL NA C Corporation false Community Care Partners LLC 1301 Central Street Evanston IL 60201 471374487 Healthcare IL NA C Corporation false NorthShore Physician Associates Value Based Care LLC 1301 Central Street Evanston IL 60201 822268872 Healthcare IL NA C Corporation false NorthShore University HealthSystem Insurance International 980419452 Insurance CJ NA C Corporation false false false false false false false false false false false false true true false false false false true true SC Insurance Company L 60000 Cash Value SC Insurance Company M 1600440 Cash Value Swedish Covenant Management Services Inc R 32280970 Cash Value NorthShore University HealthSystem S 6816248 Cash Value Swedish Covenant Hospital Foundation S 954298 Cash Value