SWEDISHAMERICAN HOSPITAL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SWEDISHAMERICAN HOSPITAL (EIN 36-2222696)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-14
- IRS object ID
- 201511049349300611
- Schema version
- 2013v4.0
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-14T09:00:22-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | 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 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SWACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | 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 | BusinessNameLine1 |
| 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 E State St | AddressLine1 |
| City | Rockford | City |
| State | IL | State |
| ZIP Code | 611042298 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patricia DeWane | PersonNm |
| Person Title | VP Finance/Treasurer | PersonTitleTxt |
| Phone | 7796964727 | PhoneNum |
| Signature | 2015-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Zack Fortsch | PreparerPersonNm |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | William Gorski MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 East State St | AddressLine1 |
| City | Rockford | City |
| State | IL | State |
| ZIP Code | 61104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $655,215,779 | 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 | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 3313 | TotalEmployeeCnt |
| Total Volunteers | 744 | TotalVolunteersCnt |
| Total Gross UBI | $651,161 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $491,689 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,815,838 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,125,517 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $445,165,745 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $474,265,535 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,708,821 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,571,895 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,610,509 | PYOtherRevenueAmt |
| CY Other Revenue | $4,722,280 | CYOtherRevenueAmt |
| PY Total Revenue | $465,300,913 | PYTotalRevenueAmt |
| CY Total Revenue | $494,685,227 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $561,606 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $274,017 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $213,603,436 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $217,475,239 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $229,894,226 | PYOtherExpensesAmt |
| CY Other Expenses | $252,380,736 | CYOtherExpensesAmt |
| PY Total Expenses | $444,059,268 | PYTotalExpensesAmt |
| CY Total Expenses | $470,129,992 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,241,645 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,555,235 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $521,850,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $563,483,149 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $250,968,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $262,066,778 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $270,882,063 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $301,416,371 | 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 | $268,730,636 | ExpenseAmt |
| Grant | $274,017 | GrantAmt |
| Revenue | $376,226,306 | RevenueAmt |
| Desc | SwedishAmerican Hospital (SAH) operates two full service acute care hospitals with 369 licensed beds and serves a 12-county area. 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 2014, we cared for 17,579 inpatients and performed 745,951 outpatient procedures. This includes 75,061 emergency room visits and 2,515 deliveries. We sponsor the University of Illinois - College of Medicine Program and provided $5.5 million in education for primary care residents. Our employees and volunteers provided over 35,000 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 | $68,369,708 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $56,165,800 | RevenueAmt |
| Desc | SwedishAmerican Hospital employs primary care and specialty physicians who practice at 30 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 2014 our physician encounters were 339,759. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,156,009 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $39,495,942 | RevenueAmt |
| Desc | SwedishAmerican Regional Cancer Center opened to the public in October 2013. The center is part of a collaboration 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 FY 2014 our out-patient encounters were over 83,000. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,688,008 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,480,532 | RevenueAmt |
| Desc | SwedishAmerican delivers home health care services to patients in our service area. Major areas of home health care include: RN nursing services providing assessments, treatments and medication administration, intravenous infusion therapy, physical, speech and occupational therapy services and in-home personal care assistants. During 2014 we performed 26,323 episodes of care. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,688,008 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $6,480,532 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $375,944,361 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 361 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3313 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 VP FinanceTreasur | PersonNm |
| Phone | 7796964727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 East State St | AddressLine1 |
| City | Rockford | City |
| State | IL | State |
| ZIP Code | 61104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| William R Gorski MD | |||||||||
| President & CEO | 40.00 | 4.00 | Yes (X) | Yes (X) | $2,389,533 | $0 | $254,694 | ||
| Richard Walsh | |||||||||
| Chief Operating Officer | 40.00 | 6.00 | Yes (X) | Yes (X) | $453,842 | $0 | $124,620 | ||
| Danny L Copeland MD | |||||||||
| Trustee | 40.00 | 4.00 | Yes (X) | $221,902 | $0 | $38,958 | |||
| James L Gingrich | |||||||||
| Trustee | 2.00 | 4.00 | Yes (X) | $100 | $0 | $0 | |||
| Robert L Head PhD | |||||||||
| Trustee | 2.00 | 4.00 | Yes (X) | $100 | $0 | $0 | |||
| Gregory Jury | |||||||||
| Trustee | 2.00 | 6.00 | Yes (X) | $100 | $0 | $0 | |||
| Marco T Lenis | |||||||||
| Trustee | 2.00 | 6.00 | Yes (X) | $100 | $0 | $0 | |||
| Dan Loescher | |||||||||
| Chairman until May 2014 | 2.00 | 4.00 | Yes (X) | Yes (X) | $100 | $0 | $0 | ||
| Fran Morrissey | |||||||||
| Trustee | 2.00 | 4.00 | Yes (X) | $100 | $0 | $0 | |||
| John C Myers MD | |||||||||
| Trustee | 40.00 | 6.00 | Yes (X) | $531,578 | $0 | $57,977 | |||
| William Roop | |||||||||
| Immediate Past Chairman | 2.00 | 4.00 | Yes (X) | $100 | $0 | $0 | |||
| David R Rydell | |||||||||
| Trustee | 2.00 | 6.00 | Yes (X) | $100 | $0 | $0 | |||
| John Scheub MD | |||||||||
| Joint Conference Chairman | 2.00 | 4.00 | Yes (X) | Yes (X) | $100 | $0 | $0 | ||
| Steven C Sjogren | |||||||||
| Trustee | 2.00 | 8.00 | Yes (X) | $100 | $0 | $0 | |||
| James Waddell | |||||||||
| Audit/Compliance Chairman | 2.00 | 6.00 | Yes (X) | Yes (X) | $100 | $0 | $0 | ||
| Thomas R Walsh | |||||||||
| Chairman/Secretary | 2.00 | 4.00 | Yes (X) | Yes (X) | $100 | $0 | $0 | ||
| Frank Walter | |||||||||
| Trustee | 2.00 | 6.00 | Yes (X) | $100 | $0 | $0 | |||
| Amy Wilcox | |||||||||
| Trustee | 2.00 | 4.00 | Yes (X) | $100 | $0 | $0 | |||
| Allen Williams MD | |||||||||
| Trustee | 40.00 | 4.00 | Yes (X) | $257,988 | $0 | $51,125 | |||
| Patrick Derry | |||||||||
| Quality and Safety Chairman | 2.00 | 4.00 | Yes (X) | Yes (X) | $100 | $0 | $0 | ||
| Peter Christman | |||||||||
| Trustee | 2.00 | 4.00 | Yes (X) | $100 | $0 | $0 | |||
| Michael E Dallman | |||||||||
| Trustee | 2.00 | 4.00 | Yes (X) | $100 | $0 | $0 | |||
| Helen Chung Hill | |||||||||
| Trustee | 2.00 | 4.00 | Yes (X) | $100 | $0 | $0 | |||
| Michael Houselog | |||||||||
| Trustee | 2.00 | 4.00 | Yes (X) | $100 | $0 | $0 | |||
| Jeffrey J Kaney | |||||||||
| Trustee | 2.00 | 6.00 | Yes (X) | $100 | $0 | $0 | |||
| Daniel T Ross | |||||||||
| Second Vice Chairman | 2.00 | 4.00 | Yes (X) | Yes (X) | $100 | $0 | $0 | ||
| Donald Haring | |||||||||
| VP Finance/Treasurer | 40.00 | 8.00 | Yes (X) | $701,510 | $0 | $75,920 | |||
| Kathleen Kelly MD | |||||||||
| VP Medical Affairs | 40.00 | 0.00 | $431,021 | $0 | $46,627 | Yes (X) | |||
| Harvey Einhorn MD | |||||||||
| Physician | 40.00 | 0.00 | $560,045 | $0 | $77,268 | Yes (X) | |||
| Steven Milos MD | |||||||||
| Physician | 40.00 | 0.00 | $608,425 | $0 | $47,110 | Yes (X) | |||
| Melissa Macias MD PhD | |||||||||
| Physician | 40.00 | 0.00 | $731,703 | $0 | $14,047 | Yes (X) | |||
| Merat Esfahani MD | |||||||||
| Physician | 40.00 | 0.00 | $668,553 | $0 | $57,423 | Yes (X) | |||
| Howard Kaufman DO | |||||||||
| Physician | 40.00 | 0.00 | $547,633 | $0 | $46,433 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,105,833 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $892,202 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 214 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ringland-Johnson Construction | |||||
| PO Box 5165 | Rockford | IL | 61125 | Construction Services | $19,609,701 |
| Varian Medical Systems Inc | |||||
| 70140 Network Place | Chicago | IL | 60673 | Medical Services | $5,037,317 |
| Midwest Heart SPS Ltd | |||||
| 1901 S Meyers Rd Ste 350 | Oakbrook Terr | IL | 60181 | Physicians | $4,075,176 |
| Philips Healthcare | |||||
| PO Box 100355 | Atlanta | GA | 30384 | Medical Services | $2,801,125 |
| Universal Hospital Services Inc | |||||
| 2601 Crossroads Dr Ste 105 | Madison | WI | 53718 | Equipment services | $2,586,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 130 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $305,170 | RelatedOrganizationsAmt |
| Government Grants | $3,730,544 | GovernmentGrantsAmt |
| All Other Contributions | $89,803 | AllOtherContributionsAmt |
| Total Contributions | $4,125,517 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Medicare/Medicaid | 621990 | $286,048,016 | $286,048,016 |
| Patient Services | 621990 | $186,850,038 | $186,850,038 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,367,481 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,367,481 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $474,265,535 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,845,441 | TotalRevenueColumnAmt |
| Exclusion | $8,845,441 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $37,441 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,367 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$31,926 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$31,926 | TotalRevenueColumnAmt |
| Exclusion | -$31,926 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $154,058,719 | SecuritiesAmt |
| Other | $9,128,920 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $151,150,732 | SecuritiesAmt |
| Other | $9,310,453 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,907,987 | SecuritiesAmt |
| Other | -$181,533 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,726,454 | TotalRevenueColumnAmt |
| Exclusion | $2,726,454 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Day Care Center | 561000 | $1,430,659 | $1,430,659 | |
| Cafeteria & Vending | 561000 | $1,400,862 | $1,389,303 | $11,559 |
| Interdept. Billing | 624410 | $1,283,083 | $1,283,083 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $639,602 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $639,602 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,754,206 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $494,685,227 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $478,368,580 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $651,161 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,539,969 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,017 | TotalAmt |
| Program Services | $243,017 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,000 | TotalAmt |
| Program Services | $31,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,981,906 | TotalAmt |
| Program Services | $1,150,001 | ProgramServicesAmt |
| Management And General | $5,831,905 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,969,999 | TotalAmt |
| Program Services | $126,925,679 | ProgramServicesAmt |
| Management And General | $37,044,320 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,709,631 | TotalAmt |
| Program Services | $7,316,436 | ProgramServicesAmt |
| Management And General | $1,393,195 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,752,342 | TotalAmt |
| Program Services | $21,975,863 | ProgramServicesAmt |
| Management And General | $4,776,479 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,061,361 | TotalAmt |
| Program Services | $8,384,475 | ProgramServicesAmt |
| Management And General | $2,676,886 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,182,210 | TotalAmt |
| Management And General | $1,182,210 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,512 | TotalAmt |
| Management And General | $133,512 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,603 | TotalAmt |
| Management And General | $135,603 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,968 | TotalAmt |
| Management And General | $663,968 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,295,109 | TotalAmt |
| Program Services | $22,417,408 | ProgramServicesAmt |
| Management And General | $1,877,701 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,036,484 | TotalAmt |
| Program Services | $116,883 | ProgramServicesAmt |
| Management And General | $2,919,601 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,153,092 | TotalAmt |
| Program Services | $5,829,460 | ProgramServicesAmt |
| Management And General | $6,323,632 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,350,006 | TotalAmt |
| Program Services | $4,976,202 | ProgramServicesAmt |
| Management And General | $373,804 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,769,516 | TotalAmt |
| Program Services | $7,627,607 | ProgramServicesAmt |
| Management And General | $6,141,909 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,798 | TotalAmt |
| Program Services | $205,076 | ProgramServicesAmt |
| Management And General | $55,722 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,856 | TotalAmt |
| Program Services | $216,000 | ProgramServicesAmt |
| Management And General | $274,856 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,606,212 | TotalAmt |
| Program Services | $3,540,524 | ProgramServicesAmt |
| Management And General | $2,065,688 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,370,599 | TotalAmt |
| Program Services | $17,625,831 | ProgramServicesAmt |
| Management And General | $3,744,768 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,647,735 | TotalAmt |
| Program Services | $9,090,916 | ProgramServicesAmt |
| Management And General | $556,819 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Patient Supplies | $73,201,305 | $72,724,926 | $476,379 |
| Bad Debts | $35,315,464 | $35,315,464 | |
| Purchased Services | $15,108,153 | $9,056,523 | $6,051,630 |
| IPA Provider Tax | $14,407,834 | $14,407,834 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,252,280 | TotalAmt |
| Program Services | $6,767,236 | ProgramServicesAmt |
| Management And General | $9,485,044 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,129,992 | TotalAmt |
| Program Services | $375,944,361 | ProgramServicesAmt |
| Management And General | $94,185,631 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,458,098 | BOYAmt |
| EOY | $29,141,594 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,625,064 | BOYAmt |
| EOY | $68,412,201 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,214 | BOYAmt |
| EOY | $201,199 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,529,568 | BOYAmt |
| EOY | $7,913,712 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,554,210 | BOYAmt |
| EOY | $7,524,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $447,060,859 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $252,489,902 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,560,777 | BOYAmt |
| EOY | $194,570,957 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,115,148 | BOYAmt |
| EOY | $214,978,191 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,351 | BOYAmt |
| EOY | $1,793,593 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,985,930 | BOYAmt |
| EOY | $38,947,510 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,850,360 | BOYAmt |
| EOY | $563,483,149 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,502,558 | BOYAmt |
| EOY | $45,244,331 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,878,109 | BOYAmt |
| EOY | $139,418,595 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,587,630 | BOYAmt |
| EOY | $77,403,852 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,968,297 | BOYAmt |
| EOY | $262,066,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,739,936 | BOYAmt |
| EOY | $291,771,938 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,321,200 | BOYAmt |
| EOY | $3,491,811 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,820,927 | BOYAmt |
| EOY | $6,152,622 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,882,063 | BOYAmt |
| EOY | $301,416,371 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,850,360 | BOYAmt |
| EOY | $563,483,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $24,555,235 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,525,992 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $453,081 | 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 | $135,603 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $135,603 | 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 2013/2014 Illinois Hospital and American Hospital Association dues used for lobbying: $45,603. A law firm was engaged to review legislation affecting hospitals: $90,000. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,571,756 | BeginningYearBalanceAmt |
| Contributions | $10,038 | ContributionsAmt |
| Investment Earnings Or Losses | $655,660 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $143,736 | OtherExpendituresAmt |
| End Year Balance | $7,093,718 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,007,307 | BeginningYearBalanceAmt |
| Contributions | $11,537 | ContributionsAmt |
| Investment Earnings Or Losses | $668,467 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $115,555 | OtherExpendituresAmt |
| End Year Balance | $6,571,756 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,377,718 | BeginningYearBalanceAmt |
| Contributions | $43,659 | ContributionsAmt |
| Investment Earnings Or Losses | -$269,495 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $144,575 | OtherExpendituresAmt |
| End Year Balance | $6,007,307 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,553,681 | BeginningYearBalanceAmt |
| Contributions | $98,184 | ContributionsAmt |
| Investment Earnings Or Losses | $763,174 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $37,321 | OtherExpendituresAmt |
| End Year Balance | $6,377,718 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,098,504 | BeginningYearBalanceAmt |
| Contributions | $13,425 | ContributionsAmt |
| Investment Earnings Or Losses | $457,937 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,185 | OtherExpendituresAmt |
| End Year Balance | $5,553,681 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86730 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13270 | 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) |
|---|---|---|
| Investment Cost Or Other Basis | $6,807,233 | InvestmentCostOrOtherBasisAmt |
| Book Value | $6,807,233 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $232,039,006 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $107,376,814 | DepreciationAmt |
| Book Value | $124,662,192 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $11,187,695 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $5,906,972 | DepreciationAmt |
| Book Value | $5,280,723 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $188,081,568 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $133,877,384 | DepreciationAmt |
| Book Value | $54,204,184 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,945,357 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $5,328,732 | DepreciationAmt |
| Book Value | $3,616,625 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $194,570,957 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deferred Bond Issuance Costs | $3,123,249 |
| Advance to American Restaurant Assoc. (ARA) | $189,268 |
| Interest In Net Assets of Recipient Organization | $18,833,651 |
| Goodwill | $16,801,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $38,947,510 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Third Party Payors | $35,705,421 |
| Reserve for Self Insurance | $18,055,327 |
| Deferred Compensation | $8,921,579 |
| Asbestos Retirement Obligation | $294,886 |
| Due to Affiliated Organization | $9,967,124 |
| Current Maturities of Long-term Debt | $4,459,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $77,403,852 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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 sheet along with any associated interest and penalties that would be payable to the taxing authorities upon examination. At May 31, 2014 and 2013, there were no unrecognized tax benefits identified or recorded as liabilities. | ExplanationTxt |
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 | $8,520,523 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $8,520,523 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01960 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $77,954,069 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $73,292,080 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,661,989 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01070 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,564,926 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,435,657 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,129,269 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00260 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $90,039,518 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $75,727,737 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $14,311,781 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03290 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Expense | 0.00000 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,423,021 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,116,223 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,306,798 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01220 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $19,066,190 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $692,761 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $18,373,429 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04230 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,659,639 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $46,317 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,613,322 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00370 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,021,248 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $314,721 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $706,527 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $29,170,098 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,170,022 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $26,000,076 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05980 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $119,209,616 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $78,897,759 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $40,311,857 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09270 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $35,315,464 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $5,297,320 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $76,893,731 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $93,065,685 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$16,171,954 | 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 (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| 1 Featherstone Partnership LLC | |||
| Ambulatory Surgery Center | 0.28570 | 0.00000 | 0.71430 |
| 2 Northern Illinois Vein Clinic LLC | |||
| Outpatient Physician Clinic | 0.50000 | 0.00000 | 0.50000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|---|
| SwedishAmerican Hospital | ||||||||||
| 1 | 1401 E State Street | Rockford | IL | 61104 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A |
| SwedishAmerican Medical Ctr Belvidere | ||||||||||
| 2 | 1625 S State Street | Belvidere | IL | 61008 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 12 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | www.swedishamerican.org/about/chna | OwnWebsiteURLTxt |
| Rpt Available Upon Request | Yes (X) | RptAvailableUponRequestInd |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Exec Implementation Strategy | Yes (X) | ExecImplementationStrategyInd |
| Prioritize Health Needs | Yes (X) | PrioritizeHealthNeedsInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| All Needs Addressed | 0 | AllNeedsAddressedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (1) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (1) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 600.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Asset Level | Yes (X) | AssetLevelInd |
| Medical Indigency | Yes (X) | MedicalIndigencyInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Uninsured Discount | Yes (X) | UninsuredDiscountInd |
| State Regulation | Yes (X) | StateRegulationInd |
| Residency | Yes (X) | ResidencyInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| Posted On Website | Yes (X) | PostedOnWebsiteInd |
| Available On Request | Yes (X) | AvailableOnRequestInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (12 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 |
| Facility 1 -- SwedishAmerican Hospital Part V, Section B, line 3: | Primary data was collected from interviews with community leaders and stakeholders. The hospitals commissioned in-depth interviews with community members who represent the broad interests as well as the specific populations in the Rockford area. The interviews measured perspectives on a range of issues that affect the population's health and well-being, e.g., community resources, barriers to health care providers, and reasons for high rates of disease and mortality. Interviews were completed with the individuals from the following organizations:Lifescape Community ServicesShelter Care MinistriesEmployers' Coalition on HealthRockford Area Economic Development CouncilCity of BelvidereRockford Chamber of CommerceOgle County Public Health DepartmentState Senate Representative of Rockford/BelvidereRosecrance Health NetworkWinnebago County Public Health DepartmentBelvidere Community Unit School District 100Crusader Community HeathRock Valley CollegeWinnebago County State's Attorney's OfficeYWCA RockfordLa Voz LatinaUniversity of Illinois College of Medicine, RockfordCity of Rockford |
| Facility 1 -- SwedishAmerican Hospital Part V, Section B, line 4: | SA Hospital has two hospital facilities, SwedishAmerican Hospital located in Rockford, Illinois, and SwedishAmerican Medical Center Belvidere located in Belvidere, Illinois. The definition of the community for purposes of the Community Health Needs Assessment (CHNA) was based on the patient origin information by zip code for combined emergency room and inpatient discharges at both facilities. The counties of Boone, Ogle, and Winnebago represented 86% of emergency room and 85% of inpatients and they were determined to be the definition of the community for the CHNA. The CHNA was conducted together for both facilities. |
| Facility 1 -- SwedishAmerican Hospital Part V, Section B, line 7: | In acknowledging the wide range of priority health issues that emerged from the CHNA process, the Hospital determined that it could only effectively focus on those which it deemed most under-addressed and most within its ability to influence. |
| Facility 1 -- SwedishAmerican Hospital Part V, Section B, line 14g: | 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. |
| Facility 1 -- SwedishAmerican Hospital Part V, Section B, line 20d: | The maximum amount that may be collected in a 12-month period from an uninsured patient with family income of less than or equal to 600% of the federal poverty guidelines for medically necessary services is 25% of that patient's family income. The hospital will determine, on a case-by-case basis, whether to extend the same or similar 12-month maximum collectible amount to any other qualifying self-pay patient with family income of less than or equal to 600% of the federal poverty guidelines for qualifying services. The hospital reserves the right to exclude patients having assets with a value in excess of 600% of the federal poverty guidelines from the application of the 12-month maximum collectible amount. For purposes of determining the applicability of the 12-month maximum collectible amount, the following assets shall not be counted:A. The uninsured patient's primary residence.B. Personal property exempt from judgment under section 12-1001 of the code of civil procedure.C. Any amounts held in a pension or retirement plan, provided, however, that distributions and payments from pension or retirement plan may be included as income.To be eligible to have this maximum amount applied to subsequent charges, a patient shall inform the hospital, in subsequent hospital in-patient admissions or outpatient encounters, that the patient has previously received medically necessary services from the hospital and was determined to be entitled to discounted care under this policy. In no event shall a patient who receives financial assistance under this policy be charged "gross charges" in violation of the internal revenue code section 501(r)(5)(b). For emergency or other medically necessary care provided to patients who receive financial assistance under this policy, hospital shall not charge amounts in excess of charges allowed under internal revenue code 501(r)(5)(a). Assets are not considered in determining a self-pay patient's eligibility for financial assistance under this policy, except for purposes of: A. Determining the applicability of the 12-month maximum collectible amount described above; andB. In the case of a medicare beneficiary, applying the mandatory asset test for medicare beneficiaries described above. |
| Facility 2 -- SwedishAmerican Medical Ctr. Belvidere Part V, Section B, line 3: | Primary data was collected from interviews with community leaders and stakeholders. The hospitals commissioned in-depth interviews with community members who represent the broad interests as well as the specific populations in the Rockford area. The interviews measured perspectives on a range of issues that affect the population's health and well-being, e.g., community resources, barriers to health care providers, and reasons for high rates of disease and mortality. Interviews were completed with the individuals from the following organizations:Lifescape Community ServicesShelter Care MinistriesEmployers' Coalition on HealthRockford Area Economic Development CouncilCity of BelvidereRockford Chamber of CommerceOgle County Public Health DepartmentState Senate Representative of Rockford/BelvidereRosecrance Health NetworkWinnebago County Public Health DepartmentBelvidere Community Unit School District 100Crusader Community HeathRock Valley CollegeWinnebago County State's Attorney's OfficeYWCA RockfordLa Voz LatinaUniversity of Illinois College of Medicine, RockfordCity of Rockford |
| Facility 2 -- SwedishAmerican Medical Ctr. Belvidere Part V, Section B, line 4: | SA Hospital has two hospital facilities, SwedishAmerican Hospital located in Rockford, Illinois, and SwedishAmerican Medical Center Belvidere located in Belvidere, Illinois. The definition of the community for purposes of the Community Health Needs Assessment (CHNA) was based on the patient origin information by zip code for combined emergency room and inpatient discharges at both facilities. The counties of Boone, Ogle, and Winnebago represented 86% of emergency room and 85% of inpatients and they were determined to be the definition of the community for the CHNA. The CHNA was conducted together for both facilities. |
| Facility 2 -- SwedishAmerican Medical Ctr. Belvidere Part V, Section B, line 7: | In acknowledging the wide range of priority health issues that emerged from the CHNA process, the Hospital determined that it could only effectively focus on those which it deemed most under-addressed and most within its ability to influence. |
| Facility 2 -- SwedishAmerican Medical Ctr. Belvidere Part V, Section B, line 14g: | 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. |
| Facility 2 -- SwedishAmerican Medical Ctr. Belvidere Part V, Section B, line 20d: | The maximum amount that may be collected in a 12-month period from an uninsured patient with family income of less than or equal to 600% of the federal poverty guidelines for medically necessary services is 25% of that patient's family income. The hospital will determine, on a case-by-case basis, whether to extend the same or similar 12-month maximum collectible amount to any other qualifying self-pay patient with family income of less than or equal to 600% of the federal poverty guidelines for qualifying services. The hospital reserves the right to exclude patients having assets with a value in excess of 600% of the federal poverty guidelines from the application of the 12-month maximum collectible amount. For purposes of determining the applicability of the 12-month maximum collectible amount, the following assets shall not be counted:A. The uninsured patient's primary residence.B. Personal property exempt from judgment under section 12-1001 of the code of civil procedure.C. Any amounts held in a pension or retirement plan, provided, however, that distributions and payments from pension or retirement plan may be included as income.To be eligible to have this maximum amount applied to subsequent charges, a patient shall inform the hospital, in subsequent hospital in-patient admissions or outpatient encounters, that the patient has previously received medically necessary services from the hospital and was determined to be entitled to discounted care under this policy. In no event shall a patient who receives financial assistance under this policy be charged "gross charges" in violation of the internal revenue code section 501(r)(5)(b). For emergency or other medically necessary care provided to patients who receive financial assistance under this policy, hospital shall not charge amounts in excess of charges allowed under internal revenue code 501(r)(5)(a). Assets are not considered in determining a self-pay patient's eligibility for financial assistance under this policy, except for purposes of: A. Determining the applicability of the 12-month maximum collectible amount described above; andB. In the case of a medicare beneficiary, applying the mandatory asset test for medicare beneficiaries described above. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 30 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (30 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| Regional Cancer Center | ||||
| 3535 N Bell School Rd | Rockford | IL | 61114 | Outpatient Clinic |
| Rockford Ambulatory Surgery Center | ||||
| 1016 Featherstone Road | Rockford | IL | 61107 | Ambulatory Surgery Center |
| Midwest Heart Specialists | ||||
| 1340 Charles Street Suite 300 | Rockford | IL | 61104 | Outpatient Clinic |
| Woodside | ||||
| 3775 N Mulford Road | Rockford | IL | 61114 | Outpatient Clinic |
| Lundholm Orthopedics | ||||
| 1340 Charles Street | Rockford | IL | 61104 | Outpatient Clinic |
| Brookside Specialty Center | ||||
| 1253 N Alpine Road | Rockford | IL | 61107 | Outpatient Clinic |
| Neuro and Headache Center | ||||
| 1340 Charles Street Suite 400 | Rockford | IL | 61104 | Outpatient Clinic |
| Home Health Care | ||||
| 2550 Charles Street | Rockford | IL | 61108 | Home Health |
| Camelot OBGYN | ||||
| 1415 E State Street Suite 200 | Rockford | IL | 61104 | Outpatient Clinic |
| 5 Points Clinic | ||||
| 2404 Charles Street | Rockford | IL | 61108 | Outpatient Clinic |
| Dixon Oncology | ||||
| 101 W 2nd Street | Dixon | IL | 61021 | Outpatient Clinic |
| Valley Clinic | ||||
| 6824 Newburg Road | Rockford | IL | 61108 | Outpatient Clinic |
| Belvidere Clinic | ||||
| 1700 Henry Luckow Lane | Belvidere | IL | 61008 | Outpatient Clinic |
| Wound Care & Hyperbaric Clinics | ||||
| 1415 E State Street Stes 408 609 | Rockford | IL | 61104 | Outpatient Clinic |
| Rock Valley Women's Health Center | ||||
| 6861 Village Green View | Rockford | IL | 61107 | Outpatient Clinic |
| Brookside Occupational & Immediate Care | ||||
| 1215 N Apline Road | Rockford | IL | 61107 | Outpatient Clinic |
| ACT | ||||
| 2473 McFarland Road | Rockford | IL | 61107 | Outpatient Clinic |
| Pulmonary and Sleep Disorder Clinic | ||||
| 1401 E State Street | Rockford | IL | 61104 | Outpatient Clinic |
| Midtown Clinic | ||||
| 1340 Charles Street Suite 405 | Rockford | IL | 61104 | Outpatient Clinic |
| Davis Junction Clinic | ||||
| 5665 North Junction Way | David Junction | IL | 61020 | Outpatient Clinic |
| Roscoe Clinic & Immediate Care | ||||
| 5005 Hononegah Road | Roscoe | IL | 61073 | Outpatient Clinic |
| Cardiothorasic Surgery | ||||
| 1340 Charles Street Suite 300 | Rockford | IL | 61104 | Outpatient Clinic |
| Byron Clinic | ||||
| 220 W Blackhawk Drive | Byron | IL | 61010 | Outpatient Clinic |
| SA Immediate Care | ||||
| 2473 McFarland Road | Rockford | IL | 61107 | Outpatient Clinic |
| Marengo Clinic and Immediate Care | ||||
| 204 E Prairie Street | Marengo | IL | 60152 | Outpatient Clinic |
| Northern Illinois Vein Clinic | ||||
| 1340 Charles Street Suite 404 | Rockford | IL | 61104 | Outpatient Clinic |
| Maternal Fetal Medicine | ||||
| 1401 E State Street | Rockford | IL | 61104 | Outpatient Clinic |
| Center for Women | ||||
| 1340 Charles Street Suite 301 | Rockford | IL | 61104 | Outpatient Clinic |
| SAMG Obstetrics & Gynecology | ||||
| 209 9th Street | Rockford | IL | 61104 | Outpatient Clinic |
| Rochelle Clinic | ||||
| 380 Illinois Route 38 East | Rochelle | IL | 61068 | Outpatient Clinic |
Supplemental Information Detail SupplementalInformationDetail (13 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: $15,260,561Emergency department physicians: $1,209,533Total: $16,470,094 |
| Part I, Ln 7 Col(f): | The bad debt expense in part IX column A, that was subtracted for the purpose of calculating the percentage of expense, is $35,315,464. |
| Part I, Line 7: | Line 7a and 7f costs were calculated using the 2014 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. Those 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 we or our agents become aware of a patient qualifying for charity care or financial assistance during the collection process, and the patient cooperates with the requirements of the charity care policy, we cease collection efforts, and we write off the account 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 (SA 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 for Winnebago, Boone and Ogle counties, which are the counties served by the healthcare facilities, indicates the following: Winnebago county - 17% of the population is below the poverty level, the median household income was $47,543 and a household size of 2.56; Boone county - 10% of the population is below the poverty level, the median household income was $63,670 and a household size of 3.01; Ogle - 10% of the population is below the poverty level, the median household income was $55,590 and a household size of 2.54. The 2012 poverty guidelines per the Office of Assistant Secretary for Planning and Evaluation, (http://aspe.hhs.gov) indicate for a household of 3, an income of $38,180 is 200% of the poverty level and $114,540 is 600% of the poverty level. Approximately 85% of our charity write-offs are for patients without insurance, while 68% of our bad debt write-offs are for patients without insurance. In 2014, only 10% of all accounts written off to bad debt were recovered. Based on this demographic and internal data, we believe that a minimum of 15% of the amounts written off as bad debt would qualify for charity, and as such, 15% of the bad debt expense from line 2 is reported on line 3. |
| Part III, Line 4: | Patient accounts receivables are reduced by an allowance for uncollectible accounts. In evaluating the collectability of accounts receivable, the hospital identifies troubled accounts, reviews historical experience, and identifies trends for each of its major payer sources of revenue to estimate the appropriate allowance for uncollectible accounts and provision for bad debts. Management regularly reviews data about these major payer sources of revenue in evaluating the sufficiency of the allowance for uncollectible accounts. For receivables associated with services provided to patients who have third-party coverage, the Hospital analyzes contractually due amounts and provides an allowance for uncollectible accounts and a provision for bad debts, if necessary (for example, for expected uncollectible deductibles and copayments on accounts for which the third-party payer has not yet paid, or for payers who are known to be having financial difficulties that make the realization of amounts due unlikely). For receivables associated with self-pay patients (which includes both patients without insurance and patients with deductible and copayment balances due, for which third-party coverage exists for part of the bill), the Hospital records a significant provision for bad debts in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. The difference between the standard rates (or the discounted rates if negotiated) and the amounts actually collected after all reasonable collection efforts have been exhausted, is charged off against the allowance for uncollectible accounts. |
| 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: ($16,171,954)Medicare shortfall physician programs: ($8,723,543)Total Medicare Shortfall: ($24,895,497) |
| Part III, Line 9b: | The organization and its agents follow the fair patient billing act. If we or our agents become aware of a patient qualifying for charity care or financial assistance during the collection process, and the patient cooperates with the requirements of the charity care policy, collection efforts are ceased. |
| Part VI, Line 2: | SA Hospital has provided a third of the monetary support for the 2010 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 members 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 Hospital has used this data to launch innovative programs and collaborative partnerships, such as cardiac screenings within minority communities. In April of 2013, SA Hospital contracted with McGladrey LLP to conduct a Community Health Needs Assessment (CHNA) for both SA Hospital and SwedishAmerican Medical Center Belvidere, as required by the Internal Revenue Code, Section 501(r). An implementation strategy was 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 stamps, 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 Service Area (MSA) and the counties of Winnebago, Boone, Ogle and Stephenson. Ogle and Winnebago counties have medically underserved area (MUA) designations for the White Rock Service Area (MUA 916) and Winnebago Service Area (MUA 7011). The 2010 U.S. Census Bureau had the population for the Rockford MSA at 348,360. Today, the unemployment rate of the Rockford MSA is 11%, the 13th highest in 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 16.3%. SA Medical Center Belvidere is located in the city of Belvidere, Illinois, in Boone County, where the percentage of households below the poverty level is 10.2%. Of the patients served by SA Hospital, at all facilities, 26% are uninsured or Medicaid recipients. 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 2010 Rockford Healthy Community Study in partnership with the University of Illinois College of Medicine at Rockford and the Rockford Health Council. The study revealed that more than 20% of the residents in our hospital's zip code live below the poverty level, and that the median household income of $25,527 is the lowest of all Rockford-area zip codes. Out-of-pocket healthcare costs are a problem for more than 45% of this area's residents, which is the highest rate in the city of Rockford. Additionally, many residents in this vicinity - which is among the state's most depressed areas - are not able to receive needed physical or mental healthcare. The United Way of Rock River Valley community assessment further revealed that many local residents lack health insurance and access to primary healthcare, leading to premature mortality.The Rockford Healthy Community Study identified extremely low levels of home ownership in SA Hospital's immediate vicinity. According to the study, more than 60% of residents rented, which was much higher than the overall sample (approximately 17%). The study also indicated that more than 12% of area residents could not afford to make basic home repairs. The United Way's assessment further identified the need for more affordable permanent housing units, stating: "even though housing in Rockford is among the most affordable in the country, many families, especially renters, cannot afford shelter."By virtue of its mission, location in the central city and relationships with other providers, SA Hospital 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 SA Hospital'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 SA Hospital is located. Our organization contributes millions of dollars to charity and Medicaid care each year. Recognizing that healthy communities are characterized by strong interconnections between residents, infrastructure, organizations, and services, we have worked in partnership with other community-based organizations as part of the non-profit Rockford Health Council Inc. The council seeks to build and improve community health through education, action, dialogue, and legislative activity and serves 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 SA Hospital teams.SA Hospital 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.Our mission is "through excellence in healthcare and compassionate service, we care for our community." In furtherance of its exempt purpose, SA Hospital continually invests in the surrounding community with physician acquisitions and regional expansion to assure access to health care. SA Hospital also established centers of excellence and alliances with other health care providers, including Crusader Clinic, a federally qualified health center, and the University of Wisconsin. This assures the community we serve receives the highest quality care. We also invest in technology to assure cost effective care is delivered for which SA Hospital has won numerous awards for its quality of care. In addition, SA Hospital maintains an open medical staff and community board as part of its exempt purpose. |
| Part VI, Line 6: | SA Hospital is a stand alone health care provider that offers services at two acute care hospitals, physician clinics, physician emergency services, and home health care. SwedishAmerican Foundation is a subsidiary of SwedishAmerican Hospital and supports it through fundraising.In order to improve the low rate of home ownership identified in the Rockford Healthy Community study, SwedishAmerican Foundation (SAF) initiated a neighborhood revitalization program in a six-block area directly south of our hospital campus. SAF's neighborhood revitalization effort includes:Habitat for Humanity homes: SAF entered into a formal agreement with the Rockford Habitat for Humanity chapter in 2002 to construct new area homes. By the end of 2012, a total of 29 Habitat for Humanity homes have now been completed and sold to low-income homeowners.New city-built homes: SAF purchased and razed three additional substandard homes in the neighborhood and provided the lots to the city of Rockford. The city subsequently built three new homes on these sites for sale to moderate income families with purchase assistance.Cruise fundraiser: Over the past 19 years, SAF's annual fundraising gala has raised more than $1,200,000, which has been reinvested into healthcare facilities serving patients at the Regional Cancer Center of SwedishAmerican and healthcare services in the community outreach to schools for physicals and immunizations for children, and cancer screenings for residents.Neighborhood playground and parks: Because area children did not have a safe place to play, SAF purchased three contiguous pieces of property, removed existing commercial and residential structures, and partnered with two local charities to construct a new neighborhood playground.Driveway/garage renovation project: Following a neighborhood-wide survey, SAF coordinated and implemented a garage construction and driveway replacement program. In addition to increasing existing home values, this program will help reduce on-street parking, thereby increasing traffic flow and making parked cars less visible/accessible to potential thieves and vandals.Reverse home gift annuity program: To help struggling elderly residents remain in their homes, SAF developed a program whereby homeowners deed physical ownership of their property to the Foundation in exchange for the right to live in their home until death or incapacity. SAF assumes responsibilities for taxes, repairs, upkeep, lawn maintenance, and snow removal. Upon taking ultimate possession of a house, it will be sold to an employee or other owner occupant, to help increase (or at least maintain) a significant percentage of owner occupied homes.Homeowner grants to employees: Since 2004, SA Hospital has offered $5,000 down payment assistance to employees to help encourage home ownership in the six-block area surrounding the Hospital. This initiative includes a five-year forgivable grant to employees in good standing with no income restrictions, and a second possible $5,000 grant for low-income employees. Since inception, this program has assisted 30 employees in purchasing homes in the SA Hospital neighborhood.Home restoration: Since 2004, SAF has purchased a total of 30 homes in the neighborhood target area, rehabbed them and made them available to employees, firefighters, police officers and public school teachers, at a discount (less than the cost of purchase and repairs). To date, 22 homes have been sold to employees and other eligible owner occupants. In order to alleviate first-time home buyers' concerns about the rising costs of ownership, these homes have a solid roof, siding, plumbing, electrical, and a good working furnace. This program will continue for at least four additional years. In cooperation with Rockford East High School and De La Gardie High School/gymnasiet (Lidkopings, Sweden), the SAF constructed two new neighborhood houses available for sale to employees or other eligible owner-occupants.In addition, the Foundation has 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 new Walgreen's 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 Walgreen's was completed, followed by a 60,000-square-foot medical office building, south of the Hospital. |
| Part 1 Line 6A and 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Illinois Hospital Research & Health Foundation | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 E Warrenville Rd | AddressLine1 |
| City | Naperville | City |
| State | IL | State |
| ZIP Code | 60566 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237421930 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $243,017 | CashGrantAmt |
| Purpose Of Grant | Quality healthcare for Illinois | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Educational scholarship for children of non-management employees | GrantTypeTxt |
| Recipient | 31 | RecipientCnt |
| Cash Grant | $31,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part 1, Line 2 | FormAndLineReferenceDesc |
| Explanation | IHREF is a tax exempt research entity. SA Hospital works closely with grantee organizations or receives reports from them as appropriate. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William R Gorski MD | ||||||||||||||
| President & CEO | $611,233 | $0 | $115,686 | $0 | $1,662,614 | $0 | $236,785 | $0 | $17,909 | $0 | $2,644,227 | $0 | $1,166,136 | $0 |
| Richard Walsh | ||||||||||||||
| Chief Operating Officer | $394,632 | $0 | $57,305 | $0 | $1,905 | $0 | $107,243 | $0 | $17,377 | $0 | $578,462 | $0 | $1,905 | $0 |
| Danny L Copeland MD | ||||||||||||||
| Trustee | $221,902 | $0 | $0 | $0 | $0 | $0 | $16,256 | $0 | $22,702 | $0 | $260,860 | $0 | $0 | $0 |
| John C Myers MD | ||||||||||||||
| Trustee | $531,578 | $0 | $0 | $0 | $0 | $0 | $14,633 | $0 | $43,344 | $0 | $589,555 | $0 | $0 | $0 |
| Allen Williams MD | ||||||||||||||
| Trustee | $257,988 | $0 | $0 | $0 | $0 | $0 | $18,281 | $0 | $32,844 | $0 | $309,113 | $0 | $0 | $0 |
| Donald Haring | ||||||||||||||
| VP Finance/Treasurer | $345,745 | $0 | $50,531 | $0 | $305,234 | $0 | $59,119 | $0 | $16,801 | $0 | $777,430 | $0 | $220,688 | $0 |
| Kathleen Kelly MD | ||||||||||||||
| VP Medical Affairs | $378,168 | $0 | $52,853 | $0 | $0 | $0 | $45,786 | $0 | $841 | $0 | $477,648 | $0 | $0 | $0 |
| Harvey Einhorn MD | ||||||||||||||
| Physician | $560,045 | $0 | $0 | $0 | $0 | $0 | $37,900 | $0 | $39,368 | $0 | $637,313 | $0 | $0 | $0 |
| Steven Milos MD | ||||||||||||||
| Physician | $608,425 | $0 | $0 | $0 | $0 | $0 | $15,428 | $0 | $31,682 | $0 | $655,535 | $0 | $0 | $0 |
| Melissa Macias MD PhD | ||||||||||||||
| Physician | $731,703 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,047 | $0 | $745,750 | $0 | $0 | $0 |
| Merat Esfahani MD | ||||||||||||||
| Physician | $668,553 | $0 | $0 | $0 | $0 | $0 | $15,428 | $0 | $41,995 | $0 | $725,976 | $0 | $0 | $0 |
| Howard Kaufman DO | ||||||||||||||
| Physician | $547,633 | $0 | $0 | $0 | $0 | $0 | $14,457 | $0 | $31,976 | $0 | $594,066 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | All Compensation is determined by SwedishAmerican Health System and is paid by SwedishAmerican Hospital. All compensation decisions are made by independent persons. With respect to the President, CEO, and Officers, SwedishAmerican Health System follows a compensation approval procedure annually that involves approval of proposed and final compensation arrangements by the SA Hospital's Executive Compensation Committee using comparability data, as well as contemporaneous documentation of compensation decisions in the minutes. All physician compensation arrangements are approved by the Finance Committee and full Board of Directors using comparability data, and are contemporaneously documented in the minutes. |
| Part I, Line 4b | William Gorski M.D.- 457(f)-$200,797; Richard Walsh - 457(f)-$88,755; Donald Haring-457(f)-$38,719; Kathleen Kelly M.D.-457(f)-$29,589. |
| 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 (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Illinois Finance Authority - 2004 | ||||||||
| A | 861091967 | 45200BKQ0 | 2004-12-21 | $105,360,720 | Construction & equipment cardiac pavilion, renovate operating rm & cath lab | 0 | 0 | 0 |
| Illinois Finance Authority - 2010 | ||||||||
| B | 861091967 | 2010-04-19 | $25,000,000 | Construction & equipment cardiac pavilion, renovate operating rm & cath lab | 0 | 0 | 0 | |
| Illinois Finance Authority - 2012 | ||||||||
| C | 861091967 | 45203HLW0 | 2012-09-27 | $41,833,485 | Construction & equipment Regional Cancer Center | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $18,180,000 | $106,458,982 | $12,819 | $74,126,290 | $991,204 | $3,672,433 | $27,656,236 | 2007 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $3,750,000 | $25,000,000 | $25,000,000 | 2010 | 0 | Yes (1) | Yes (1) | Yes (1) | |||||
| C | $41,888,629 | $648,001 | $41,240,619 | 2013 | 0 | 0 | 0 | Yes (1) | $9 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| C | 0 | 0 | Yes (1) | 0 | 0.02000 | 0.00000 | 0.02000 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Line 7: | FormAndLineReferenceDesc |
| Explanation | Bond insurance of $3,672,397 was purchased from bond proceeds and is included as a cost of issuance. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Sheryl Head | |||
| Robert L. Head, PhD Trustee, Spouse | $102,049 | Employee compensation | 0 |
| Beverly Derry | |||
| Patrick Derry Trustee, Sister-in-law | $88,592 | Employee compensation | 0 |
| Michelle Roop | |||
| William Roop Trustee, Daughter | $10,797 | Employee Compensation | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Directors William Roop and James Gingrich have a business relationship. Directors Dave Rydell and James Gingrich have a business relationship. Directors Dan Loescher and Frank Walter have a business relationship. Directors James Gingrich and Amy Wilcox have a business relationship. Directors Robert L. Head, PhD, Helen C. Hill and Dave Rydell have a common business relationship. Directors Dave Rydell and Robert L. Head, PhD have a business relationship. Directors Peter Christman and Michael Dallman have a business relationship. Directors William Roop and Amy Wilcox have a business relationship. |
| Form 990, Part VI, Section A, line 6 | SwedishAmerican Health System (Parent Corporation) is the sole corporate member of SwedishAmerican Hospital (Hospital). |
| Form 990, Part VI, Section A, line 7a | SwedishAmerican Health System (Parent Corporation) is the sole corporate member of SwedishAmerican Hospital (Hospital) and as such appoints all trustees. |
| Form 990, Part VI, Section A, line 7b | SwedishAmerican Health System (Parent Corporation) is the sole corporate member of SwedishAmerican Hospital (Hospital) and as such appoints all trustees and has the authority to approve certain decisions of the Hospital. |
| Form 990, Part VI, Section B, line 11 | A draft version of the Form 990 was reviewed by legal counsel and the Vice-President of Finance. Subsequently, the Audit/Compliance Committee of the Board of Directors of SwedishAmerican Health System (parent corporation) reviewed a final draft of the Form 990 and was provided with the opportunity to comment and ask questions. The entire Board of Directors was 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 Directors and to all employees. Procedures are in place to identify conflicts of both directors and employees. Director 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 SwedishAmerican Health System and is paid by SwedishAmerican Hospital. All compensation decisions are made by independent persons. With respect to the President, CEO, Officers, and key employees, SwedishAmerican Health System follows a compensation approval procedure annually that involves approval of proposed and final compensation arrangements by the organization's Executive Compensation Committee using comparability data, as well as contemporaneous documentation of compensation decisions in the minutes. All physician compensation arrangements are approved by the finance committee and full Board of Directors using comparability data, as well as contemporaneous documentation of compensation decisions in the minutes. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements have not been made available to the public. The consolidated audited financial statements of SwedishAmerican Hospital are available from the Illinois Attorney General Website and from the U.S. Securities and Exchange Commission electronic municipal market access system. |
| Form 990, Part XI, line 9: | Interest in Recipient Organization 26,102. Surgi Center Book/Tax Difference -84,751. Other Changes in Net Assets 816,900. SwedishAmerican Foundation -305,170. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SwedishAmerican Health System Corporation | |||||||||||
| 1401 East State St | Rockford | IL | 61104 | 363241458 | Parent corporation to manage & direct activities of entitites | IL | 501(c)(3) | Line 11b | N/A | 0 | |
| SwedishAmerican Realty Corporation | |||||||||||
| 1313 East State St | Rockford | IL | 61104 | 363248013 | Title holding company | IL | 501(c)(2) | Yes (1) | SwedishAmerican Health System Corporation | ||
| SwedishAmerican Foundation | |||||||||||
| 1415 East State St | Rockford | IL | 61104 | 363097493 | Supporting Organization for SwedishAmerican Hospital fundraising | IL | 501(c)(3) | Line 7 | Yes (1) | SwedishAmerican Hospital | |
| SwedishAmerican Hospital Self Insurance Trust | |||||||||||
| 1401 East State St | Rockford | IL | 61104 | 366652702 | Hospital Malpractice Trust | IL | 501(c)(3) | Line 11a | Yes (1) | SwedishAmerican Hospital | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Three Rivers Partners LLC | |||||||||||||
| 1313 E State St | Rockford | IL | 61104 | 262231757 | Information Technology Services | IL | N/A | N/A | 0 | 0 | 0.50000 | ||
| Northern Illinois Vein Clinic | |||||||||||||
| 2550 Charles St | Rockford | IL | 61108 | 201642329 | Outpatient Health Services | IL | N/A | Related | 0 | Yes (1) | 0.50000 | $215,553 | $82,667 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| State & Charles Inc | |||||||||
| 1313 East State St | Rockford | IL | 61104 | 363321193 | Holding Company | IL | SAHS Corporation | C | Yes (1) |
| Sari Insurance Company | |||||||||
| 76 St Paul St Suite 500 | Burlington | VT | 054014477 | 030308753 | Captive Insurance Company | VT | SAHS Corporation | C | Yes (1) |
| LSG Building Corporation | |||||||||
| 1313 East State St | Rockford | IL | 61104 | 363033985 | Real Estate | IL | SAHS Corporation | S | Yes (1) |
| SwedishAmerican Health Management Corp | |||||||||
| 1401 East State St | Rockford | IL | 61104 | 363246511 | Management Service | IL | State & Charles Inc | C | 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 | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | 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 (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SwedishAmerican Foundation | ||
| C | $305,170 | Cost |
| SwedishAmerican Self Insurance Trust | ||
| P | $423,906 | Cost |
| SwedishAmerican Self Insurance Trust | ||
| Q | $1,894,400 | Cost |
| SwedishAmerican Realty Corporation | ||
| K | $6,704,162 | Cost |
| TriRivers Partners LLC | ||
| J | $54,893 | Cost |
| SwedishAmerican Realty Corporation | ||
| D | $1,897,343 | Cost |
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