2025-11-17T10:40:03+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2024-01-01 362179813 Swedish Covenant Health SWED 7738788200 3040 W Salt Creek Lane Arlington Heights IL 60005 Douglas D Welday Treasurer & Chief Financial Officer 8475702000 2025-11-17 true Jess Wagener P01622613 3128792000 2025-11-17 2024 2025-03-06 01:10:19Z X Gerald P Gallagher 3040 W Salt Creek Lane Arlington Heights IL 60005 607452110 false X endeavorhealth.org X 1907 IL Swedish Covenant Health follows the mission of Endeavor Health to "help everyone in our communities be their best." 17 10 2479 78 2137261 0 4101202 9268566 346574113 595876939 67561 40845 1570703 2265760 352313579 607452110 984124 1094141 0 0 157530800 180553359 0 0 0 177610715 358875806 336125639 540523306 16187940 66928804 430490764 336203176 226195453 64568888 204295311 271634288 See Schedule O false false 517685174 1094141 596158890 See Schedule O 517685174 true false false true false false false false false true true false false true true true false true false false false false false false false false true true true false true false false false false false false false false true false false false false false false true true true false false true 3 0 true 2479 true true true false false false false false false false false false false false X 17 10 true false true false true true true true true false false false false true true true true true false false false false IL X Christine E Erdmann 8476184606 3040 Salt Creek Lane Arlington Heights IL 60005 Bea Reyna-Hickey Secretary 1.0 0 X X 0 0 0 Debra Schotz Vice Chairman 1.0 0 X X 0 0 0 Gerald P Gallagher System President and CEO 1.0 55.0 X X 0 3559263 1632363 Jonathan Lind Director and President, Swedish Hospital 40.0 1.0 X X 587344 0 142895 Kurt D Anderson Chairman 1.0 1.0 X X 0 0 0 Carolin Archibald Director 1.0 0 X 0 0 0 Chris Sullivan Director 1.0 0 X 0 0 0 Christopher J Olson Director 1.0 1.0 X 0 0 0 Dennis G Hammer Director 1.0 1.0 X 0 0 0 Jeffrey C Cilley Director 1.0 40.0 X 0 919581 40078 Jeffrey M Tilkin Director (until 12/31/24) 1.0 0 X 19167 0 0 Kristen Murtos Director 1.0 40.0 X 0 1137477 475927 Lawrence P Anderson Director 1.0 1.0 X 0 0 0 Mahalakshmi Halasyamani Director 1.0 43.0 X 0 1276588 504066 Oluwadamilola Adeyemi Director 40.0 0 X 107755 0 406 Scott Hanson Director 1.0 0 X 0 0 0 Scott Stenmark Director 1.0 0 X 0 0 0 Douglas D Welday System Treasurer and CFO 1.0 55.0 X 0 1854234 330386 Shivani Bautista System Chief Legal Officer/Secretary 1.0 54.0 X 0 803024 421599 Bruce McNulty Chief Medical Officer 40.0 1.0 X 632658 0 28595 Kathryn Donofrio Senior VP, Chief Nursing Officer 40.0 0 X 347024 0 21875 Alicia Juska Director, Pharmacy 40.0 0 X 236668 0 18452 Noly Grace Lagrosa RN House Operations Administrator 40.0 0 X 243394 0 27939 Richard Cunningham Director, Rehabilitation Services 40.0 0 X 249925 0 30914 Saliba Kokaly AVP, Operations 40.0 0 X 377219 0 26415 Shameem A Abbasy VP, Clinical Quality and Transformation 40.0 1.0 X 551556 0 26534 Anthony Guaccio Former Officer 0.0 0.0 X 1029884 0 43941 4382594 9550167 3772385 320 true true false BEAR CONSTRUCTION COMPANY 1501 Rohlwing Rd Rolling Meadows IL 60008 General contracting services 4035386 OBHG ILLINOIS PC 777 Lowndes Hill Rd Bldg 1 Greenville SC 29607 Physician Services 2066181 AYA HEALTHCARE INC 5930 Cornerstone Ct W Ste 300 San Diego CA 92121 Nursing Agency 1627582 Continental Electrical Construction Company 815 Commerce Dr Ste 100 Oak Brook IL 60523 Electrical Construction Services 1382321 LANGUAGE LINE SERVICES One Lower Ragsdale Dr Bldg 2 Monterey CA 93940 Translation and Interpretation Service 1314662 41 9268566 9268566 Health Care Services 622110 521680987 521680987 Outpatient Pharmacy 621400 58655972 57837555 818417 Physician Office Rental 532000 6017741 6017741 Medical Fitness Facility 713940 5278938 4798868 480070 Lab Reference Testing 621500 669231 669231 3574070 3574070 0 0 595876939 40845 40845 0 0 0 0 Child Care Center 624410 887371 169543 717828 Cafeteria 722514 677104 677104 Parking 812930 419334 419334 281951 281951 0 0 2265760 607452110 594191172 2137261 1855111 1094141 1094141 779242 779242 1048253 224795 823458 146653207 146372776 280431 21309255 21268507 40748 10763402 10698639 64763 161506 161506 170438 170438 34493824 33432929 1060895 0 170431 170431 4568903 4563943 4960 7762827 7255827 507000 357182 238133 119049 6449102 5302 6443800 24130622 17967680 6162942 6231831 58553 6173278 Drugs 207926463 207926463 Medical Supplies 40162036 40162036 Medicaid Tax Assessment 20299679 20299679 Equipment Repair & Maintenance 3993207 3859563 133644 1997755 1924271 73484 0 540523306 517685174 22838132 0 25156357 6932135 861273 811273 38273499 47656582 0 0 0 0 7905283 8476543 4627394 551918 336577539 84211707 251839753 252365832 0 1244499 1244499 101770 101770 100480936 18062624 430490764 336203176 33624200 27694981 4364451 4268094 0 0 188206802 32605813 226195453 64568888 203383595 269990754 911716 1643534 204295311 271634288 430490764 336203176 X 66928804 410173 X false true true true true X false false false false false false false false true 170438 170438 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY In the course of regular business activities, Swedish Covenant Health or its lobbyist perform some lobbying activities on matters of interest to itself and its patients. Swedish Hospital pays due to certain hospital associations which use a portion of these dues for lobbying. 23148507 1817861 732409 1442821 24255956 22327250 1576617 536701 1292061 23148507 23007772 1263923 -656297 1288148 22327250 22765823 262195 150165 170411 23007772 22124964 1496298 768722 1624161 22765823 0.2477 0.7523 0.0 false true true 35022670 35022670 180356092 26333202 154022890 95580226 46352704 49227522 25618551 11525801 14092750 252365832 Due to/from Affiliates 12998010 Leases 275085 Due from Third Party Payers Non-patient receivables 4216738 Miscellaneous noncurrent assets 562136 Retirement Benefits 10655 18062624 Federal Income Taxes Due to Affiliates Asset Retirement Obligation 3195329 Due to Third Parties 29410484 32605813 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds The earnings are to be used for education, charity care, and other hospital programs. Swedish Covenant Health is the related beneficiary of the endowment funds held by Swedish Covenant Hospital Foundation. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The affiliates and subsidiaries of the System are primarily tax-exempt organizations under Internal Revenue Code Section 501(c)(3), and their related income is exempt from federal income tax. Accordingly, there is no material provision for income tax for these entities. Some of the income received by exempt entities is subject to taxation as unrelated business income. The System files federal income tax returns and returns for various states in the U.S. ASC 740-10, Income Taxes, requires that realization of an uncertain income tax position is more likely than not (i.e., greater than 50% likelihood of receiving a benefit) before it can be recognized in the consolidated financial statements. Furthermore, this interpretation prescribes the benefit to be recorded in the consolidated financial statements as the amount most likely to be realized assuming a review by tax authorities having all relevant information and applying current conventions. This interpretation also clarifies the financial statement classification of tax-related penalties and interest and sets forth new disclosures regarding unrecognized tax benefits. No amount was recorded for the year ended December 31, 2024. At year-end December 31, 2024, the System has a net operating loss carryforward of $416,494, which generated deferred tax assets of $121,678. These assets are offset by a valuation allowance of $112,623. true true X true X true X 600 14053855 14053855 0.02600 107783330 148434559 0 0.0 0 0.0 0 0 121837185 148434559 14053855 0.02600 25 14974 2873165 1219799 1653366 0.00306 21 517 10492493 3727229 6765264 0.01252 5 20148160 14504449 5643711 0.01044 0 0.0 5 7 1150772 1150772 0.00213 56 15498 34664590 19451477 15213113 0.02815 56 15498 156501775 167886036 29266968 0.05415 0 0.0 0 0.0 1 7628 7628 0.00001 0 0.0 0 0.0 1 129 1685 1685 0.00000 1 35982 35982 0.00007 1 76 1774 1774 0.00000 0 0.0 4 205 47069 0 47069 0.00009 true 4529306 0 63261972 55699658 7562314 X true true 1 1 Swedish Hospital 5145 N California Avenue Chicago IL 60625 endeavorhealth.org 0002717 X X X X I/P & O/P Hospital Services, Skilled Nursing Facility Swedish Hospital 1 false false true X X X X X X X X X 24 true false false true X endeavorhealth.org/community X true 24 true endeavorhealth.org/community false true X 200.0 600.0 X X X X X true true X X X true X endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance X endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance X endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance X X X X X X true X false X true X false false Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - Swedish Hospital. Community Health Survey Swedish Hospital developed a comprehensive online community health survey to accept input from people who represent the broad interests of the community served by the hospital. The survey, available in English and Spanish, asked participants to share their beliefs and perceptions about access to care, behavioral health, chronic disease/health issues, modifiable risk factors/behaviors and other concerns. It also asked the participants to rank their top health concern for the community. Community members who live in the hospital's service area were invited to participate in the online survey through social media, a system leader newsletter, and various emails to Swedish's donors, volunteers, employees and patients. The survey link, located on Endeavor Health's website (endeavorhealth.org/survey), was open March 25 - April 8, 2024 and 881 people in Swedish's service area responded. Key Informant Survey An additional online survey was implemented as part of the CHNA process specifically to solicit input from key informants. Key informants are defined as individuals who are considered experts in public health. Potential participants were chosen because of their ability to identify primary concerns of the community, including the medically underserved, low-income and minority populations served by the hospital. On March 4, 2024, the hospital President sent an email to the key informants to explain the purpose of the survey and invite them to participate. A direct link to the survey, which remained open until March 18, 2024, was also included. A reminder email was sent on March 14, 2024 to encourage participation. The key informants were asked the same questions as the community, focused on access to care, behavioral health, chronic disease/health issues, modifiable risk factors/behaviors and Social Determinants of Health and other concerns. It also asked them to rank their "top health concern" for the community. A total of 26 surveys were completed at Swedish's invitation. The Key Informant Survey was modeled off of the Community Survey, with minimal variations. Through this process, input was gathered from individuals whose organizations work with low-income populations, minority populations or other medically underserved populations (including the disabled, the elderly, the homeless, Medicaid/Medicare beneficiaries, the mentally ill, pregnant teens, substance abusers, undocumented individuals, veterans and uninsured/underinsured residents). The following organizations were invited to participate in the key informant survey: - The Chicago Center - Chicago Department of Public Health - Howard Brown Health - Alliance for Health Equity - Partners in Health - Asian Human Services Family Health Center - Muslim Community Center - The Kedzie Center - Tapestry 360 Health - Chicago Police Department - Edgebrook Sauganash Chamber of Commerce - Andersonville Chamber of Commerce - Chicago Public Schools - North Park University - Northeastern Illinois University - One Northside - Polish National Alliance - State Senator and Representatives - Local Aldermanic Offices - Erie Family Health - Hamdard Health - Midwest Refuah Health Center - American Indian Health Center - The Friendship Center - HANA Center - STOP-It - Resilience - Rohingya Culture Center - Lutheran Social Services of Illinois - Between Friends - Neighborhood Boys and Girls Club - ICNA Relief - Family Matters - Community Counseling Centers of Chicago - Thresholds - Apna Ghar - Common Pantry - Girl Forward - North River Commission - Hanul Family Alliance - Heartland Alliance International - South East Asia Center - World Relief Focus Groups Swedish Hospital recognized the importance of gathering opinions and feedback from under-resourced populations in the community who have some of the greatest healthcare needs. Independent moderators were identified to conduct two focus groups, one with Spanish- speaking under-resourced community members and one with English-speaking under-resourced community members. These focus groups were held at The Friendship Center and Centro Romero in Chicago, located within the hospital's primary service area. Potential participants were given a short screening questionnaire to verify they lived in the hospital's service area and to ensure that participants selected would vary in age, gender, insurance status, income and educational levels, to the extent possible. The focus groups followed a guideline which mirrored questions included in the community and key informant surveys so that the information gathered could be used to compare with the survey results. The moderator summarized the results of the focus groups which were used as one of the tools in identifying the most predominant community needs Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - Swedish Hospital. In consideration of the top health priorities identified through the CHNA process - and taking into account hospital resources and overall alignment with the hospital's mission, goals and strategic priorities - it was determined that Swedish Hospital would focus the majority of its efforts on developing and/or supporting strategies and initiatives that address the following priority areas (in no particular order), with health equity and SDOH woven throughout: 1. Behavioral Health (includes mental health, substance abuse and access to care) 2. Community Health and Wellness (includes nutrition, physical activity, healthy body weight and food security) 3. Chronic Diseases (includes heart disease/high blood pressure/stroke and diabetes) 4. Cancer (includes smoking/tobacco cessation) 5. Access to Care (includes primary, specialty, screenings, diagnostics and prescription medication) Based on relationships with community partners, clinical expertise, strategic priorities and an ongoing commitment to community engagement, Swedish Hospital believes it is best equipped to make an impact in the above priority needs, including focused attention within communities of greatest need. The corresponding Implementation Strategies describe programs Swedish Hospital is undertaking over the coming years to address the prioritized health needs within the surrounding communities, as follows: Behavioral Health - Provide standardized behavioral health inpatient placement for individuals in crisis via the ED Crisis Teams and Care Management Center. - Offer free, confidential 24/7 telephone support to individuals needing behavioral health support and referrals (1-847-HEALING). - Expand co-location of behavioral health within primary care setting to enhance access. - Offer substance use treatment via Suboxone Clinic in Emergency Department. - Provide free community education and support via Community Behavioral Health Program. Community Health and Wellness - Offer free wellness webinars focused on health education and living a healthy lifestyle. - Provide free community nutrition and health education at Community Wellness Center aligned with CHNA priority needs. - Launch Sapphire Circle, focused on free health and wellness offerings for older adults in community. - Increase referrals to Galter Life Center wellness programs via EPIC referral process and other referral sources. - Provide Galter Life Center membership scholarships to individuals with medical and financial need. - Connect patients who screen as food insecure with immediate and/or longer-term support. Chronic Diseases - Support controlled hypertension (HTN)levels among Endeavor Health Medical Group (MG) patients. - Support controlled levels of diabetes/A1Camong MG patients. - Use the Lens of Equity Tool to identify populations and develop targeted interventions around chronic disease management. - Support controlled diabetes/A1C levels among uninsured and underinsured Healthcare Transformation (HCT) patients who have uncontrolled diabetes. - Offer 1:1 and group education via outpatient registered dietitians (Nutrition & Diabetes Center (NDC) and other MG or outpatient sites. - Offer free blood pressure screenings and hypertension education for community members. Cancer - Utilize FIT Tests (fecal immunochemical test) for Endeavor Health Medical Group (MG) patients who have been recommended a colonoscopy screening and declined. - Use Lens of Equity Tool to identify populations and develop targeted interventions around cancer screenings. - Connect patients with free breast health services via Community Breast Health Program. - Provide 8-week smoking cessation program, including discounted fees for under-resourced individuals. - Provide wrap around support and free wellness services at Galter Life Center for patients undergoing cancer treatment via the Integrated Cancer Care Program (ICCP). Access to Care - Deploy a team of Community Health Workers (CHW's) to provide patient support which may include finding medical homes, scheduling appointments and screenings, addressing social determinants of health and referrals to other community resources. - Connect patients to medical homes and other healthcare services via CHW of Community CARE Program. - Enhance access to specialty care for uninsured or underinsured patients via Healthcare Transformation (HCT). - Provide inpatient and emergency dept prescription support for under-resourced patients from Foundation. Swedish Hospital focused on three priority health issues as a result of the previous 2022 CHNA: 1. Access to Health and Social Services 2. Mental and Behavioral Health 3. Chronic Health Conditions and Wellness In acknowledging the wide range of priority health issues that emerged from the CHNA process, Swedish determined that it could only effectively focus on those which it deemed most pressing, most under-addressed and most within its ability to influence. Swedish worked with key stakeholders to develop strategies, tactics and metrics for the majority of the top 50% prioritized needs identified in the CHNA. The remaining needs in the top 50% are addressed as noted below. - Homelessness and Housing (adequate, affordable, safe) - This need is addressed and integrated into the SDOH screening assessment. Swedish social workers have direct linkages with organizations addressing affordable housing. Swedish collaborates with numerous local not-for-profit organizations that support homelessness including Lutheran Social Services of Illinois. The Swedish Hospital Foundation also engages with Emergency Department staff to support housing needs. The hospital is committed to working with other organizations where possible to support these efforts and elevate awareness of these issues. - Older Adults Aging In Place - This need is addressed and integrated into the SDOH screening assessment. Swedish social workers have direct linkages and work to navigate older adults to necessary resources based on identified needs. Additionally, Swedish is launching a Sapphire Circle senior affinity program to provide ongoing education and support for local senior community members. - Domestic Violence and Community Violence - The Pathways Program at Swedish Hospital provides crucial support for patients experiencing domestic violence, human trafficking, and sexual assault, leveraging healthcare providers' roles to identify abuse and offer immediate support with safety planning, crisis intervention and advocacy at bedside. The program also links survivors to free trauma counseling and case management services on campus. Swedish partners and provides financial support to a number of not-for-profit organizations that address domestic and community violence including: Apna Ghar, Between Friends, The Network, Salvation Army's STOP-IT Program and others. In addition, Endeavor Health is a member of the Northwell Collaborative Gun Violence Prevention Learning Collaborative for Health Systems and Hospitals. - Adequate Employment Opportunities - Swedish Hospital is committed to raising awareness about employment opportunities at all levels within the health system, as well as creating opportunities for youth to learn about careers within health care. Due to resource constraints, Swedish is focused on other initiatives which we are able to most effectively impact. However, the hospital is committed to working with other organizations where possible to support these efforts, as well as supporting local community organizations via our Community Investment Fund. - Access to Oral Health Care - Swedish Hospital's Dental Clinic helps community members, including uninsured and low-income patients to access dental services. Additional support is provided by the Swedish Hospital Foundation. Swedish also partners with local FQHCs who provide various dental services to community members Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - Swedish Hospital. During 2024, the hospital took the following actions to address the key priority areas identified in the 2022 Community Health Needs Assessment: Access to Health and Social Services - SDOH Screening and Referrals - Expanded efforts to identify and respond to social drivers of health (SDOH) by implementing a screening referral tool in some inpatient and outpatient settings. In 2024, 12,641 screenings were completed, with 23% screening positive for one or more SDOH needs. A total of 3,057 internal and external referrals to resources or services were initiated. - Benefits Enrollment Support - Enhanced efforts to support benefits enrollment for under-resourced community members, including initiating a referral process to enroll patients who screen positive for food insecurity into programs like LINK, SNAP and WIC. In 2024, 304 individuals were connected to benefits enrollment resources through the Food Connections program. - Specialty Care and Diabetes Education - Increased access to specialty care and diabetes education via the Healthcare Transformation Program, partnering with local FQHCs to provide specialty medical services and access to individual diabetes education. In 2024, 1,509 new office visits and 3,141 follow-up visits were provided, including 878 uninsured new patients. There were a total of 307 nutrition and diabetes encounters. - Support for Survivors of Violence - Strengthened the capacity to respond to survivors of sexual and intimate partner violence via Pathways Program. In 2024, 926 team members were trained on topics such as the neurobiology of trauma, domestic violence, human trafficking and sexual assault. Additionally, 125 team members were trained in de-escalation techniques. The program responded to 266 crisis intervention requests and provided counseling and case management to 473 people. - Addressing Health Gaps - Developed community health strategies to address health disparities through partnerships and program development, playing a Regional Lead role for the North/Central Zone of Healthy Chicago Zones (HCZ) initiative. In 2024, HCZ provided 15 outreach events, with 1,055 total participants at the outreach events. Additionally, the team participated in 23 engagement events with 1,365 total participants at engagement events. - Community Wellness Center Programs - Offered educational programming, support groups and wellness events via the Community Wellness Center at Galter Life Center. In 2024, 79 programs were hosted, with a total of 148 sessions. Mental and Behavioral Health - Partnerships with Community Organizations - Strengthened partnerships with organizations addressing mental health, including continued collaboration with Lutheran Social Services of Illinois (LSSI) through inpatient and outpatient services on campus (Project IMPACT within the ED, The Welcoming Center and LSSI Mobile Crisis Team). This includes treatment for patients needing medical stabilization for substance or alcohol abuse. In 2024, 675 patients were served by Project Impact. - Integrated Behavioral Health Services - Continued and enhanced behavioral, mental health and substance abuse services, including a team-based approach that co-locates a clinical psychologist among primary care providers to better facilitate warm handoffs and streamlined connection to behavioral health services. - Bilingual Community Health Social Worker - A bilingual (English/Spanish) LCSW provides psychoeducation in the community and individual services. - Opioid Addiction Clinic - A suboxone opioid addiction clinic operates Wednesday evenings within the Emergency Department, with more than 100 visits to the suboxone clinic in 2024. - Family Connects Program - Supported Chicago families who have newborns through the Family Connects program, completing 528 post-natal home visits in 2024. - Support Groups for New Moms - Continued free weekly support groups for new moms, open to all community members. - Counseling Services - Provided more than $32,000 worth of free counseling services to uninsured or underinsured women via Swedish Hospital Foundation's Women's Care Fund. Chronic Health Conditions and Wellness - Preventative Screenings and Interventions - Addressed high blood pressure, diabetes and preventative cancer screenings through targeted interventions and outreach, including navigating patients with no record of mammogram history to Breast Health Center and providing funding for free screening as needed. In 2024, more than 1,400 no-charge cancer detection services were provided. Additionally, 84% of female patients from Swedish/NorthShore medical group aged 42-75 received a screening mammogram within the prior 24 months. - Blood Pressure and Diabetes Control - Controlled blood pressure in 75% of patients with hypertension within the Swedish/NorthShore medical group. 73% of patients with diabetes had A1c controlled. - Chronic Health Management - Enhanced partnerships with local organizations to address chronic health conditions, including deeper collaboration with FQHCs via the Transformation Program. In 2024, 693 appointments were completed for patients managing A1c and 618 appointments were completed for patients managing hypertension. - Community Education and Outreach - Expanded education and outreach, promoting nutrition, healthy lifestyles and wellbeing. Programs included: - Veggies for Health program - An 8-week nutrition class for individuals managing chronic disease, with 51 participants in 2024. - Nutrition & Diabetes Center - Provided 306 encounters in 2024 through individual and group support. - Bystander CPR & AED Training - Held 6 events with 80 participants in 2024. - Healthy Eating and Physical Activity - Promoted healthy eating and physical activity through partnerships with the Healthy Chicago Zones and the Community Outreach Registered Dietitian. Activities included cooking demonstrations, bike helmet giveaways and safety tips, healthy eating tips with the interactive Smoothie Bike and more. In 2024, the Swedish HCZ team participated in 38 engagement or outreach events with 2,420 attendees. - Smoking Cessation Programs - Provided 4 smoking cessation programs in 2024 for 31 participants (each program included eight one-hour sessions), including discounted fees for under-resourced individuals. - Galter Life Center (GLC) Offerings - Enhanced offerings to support health and wellbeing, including approximately 124 discounted scholarship memberships and programs such as Fundamental Fitness and Eat, Move, Lose. Supported the Integrated Cancer Care Program (ICCP) with free services, including support groups, integrative therapies (massage, acupuncture, etc.), fitness programming, nutrition counseling and more. In 2024, 305 individuals were referred into programs, and over 980 services were provided to more than 49 participants in the ICCP program. - Epic Referral Pathway - Launched the implementation of an Epic referral pathway for providers to directly refer patients to GLC wellness programs. In 2024, 374 EPIC referrals were made to GLC wellness programs. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - Swedish Hospital. In addition to individuals that can demonstrate that they are below 200% of the federal poverty guidelines, presumed eligible patients receive 100% financial assistance for the account balance. Presumptive Eligibility Criteria is demonstrated by enrollment in one of the following programs: a) Women, Infants and Children Nutrition Program (WIC) b) Supplemental Nutrition Assistance Program (SNAP) c) Illinois Free Lunch and Breakfast Program d) Low Income Home Energy Assistance Program (LIHEAP) e) Temporary Assistance for Needy Families (TANF) f) Illinois Housing Development Authority's Rental Housing Support Program g) Organized community-based program or charitable health program providing medical care that assesses and documents low income financial status as criteria h) Medicaid eligibility, but not eligible on date of service or for non-covered service Presumptive Eligibility Criteria can also be demonstrated by the following life circumstances: a) Receipt of grant assistance for medical services b) Homelessness c) Deceased with no estate d) Mental incapacitation with no one to act on patient's behalf e) Recent personal bankruptcy f) Incarceration in a penal institution g) Affiliation with a religious order and vow of poverty h) Evidence from an independent third-party reporting agency indicating family income is less than two times FPL For patients with income between 200% and 600% of Federal poverty guidelines discounted care is available on a sliding scale. The financial assistance program looks at the current income and then calculates the potential benefit. Certain discounts are only available to Illinois residents. 1 Galter LifeCenter 5157 N Francisco Avenue Chicago IL 60625 Physical Rehabilitation / Medical Fitness Facility Schedule H, Part I, Line 3c Other Factors Used to Determine Eligibility for Financial Assistance In addition to the Federal Poverty Guidelines, the hospital uses the following factors to determine eligibility for financial assistance: medical indigency, insurance status, underinsurance status, and residency. Please see Schedule H Part V, Section B, Line 13h narrative for more detail. Schedule H, Part I, Line 7g Subsidized Health Services No physician clinic costs have been included on Line 7g. Schedule H, Part I, Line 6a Community benefit report prepared by related organization A single community benefit report was prepared for Edward Hospital (36-3297173), Elmhurst Memorial Hospital (36-2167784), Naperville Psychiatric Ventures (d/b/a Linden Oaks Hospital) (36-3965251), Evanston Hospital, Skokie Hospital, Highland Park Hospital, Glenbrook Hospital (36-2167060), Northwest Community Hospital (36-2340313), and Swedish Hospital (36-2179813). Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance Swedish Hospital calculated the cost of charity care using the cost-to-charge ratio. Amounts in the other benefits section of Line 7 were calculated using costs charged directly to the individual programs from the financial accounting system. Schedule H, Part II Community Building Activities Community Support-The hospital's nursing director from the Emergency Department represents the organization through active participation in the Chicago Healthcare System Coalition which covers various emergency preparedness topics and other emergency expertise. The nursing director serves on the coalition's executive committee and participates as an active coalition member. Coalition Building-The hospital convenes stakeholders semi-annually through a Community Leader Meeting. Attendees represent social service organizations, healthcare, education, faith communities, other nonprofits and elected officials. The meetings serve as space to learn about community health needs and opportunities for intervention and collaboration. It is also a space for the attendees to connect and share updates with one another. Advocacy for Community Health Improvement/Safety-Members of Swedish Hospital staff work with other organizations and participate in many activities to advocate for health improvement in our community, including access to care and safety net importance. These include: involvement with the association for community safety net hospitals and the IHA advocacy outreach team, community meetings, chambers of commerce, education, and seeking of resources to enhance health care services in the community. During the fiscal year, Swedish Hospital continued its involvement in the Alliance for Health Equity (AHE), a collaborative which includes partnership among the Illinois Public Health Institute, 30+ hospitals, 7 health departments, and community organizations across Chicago and Cook County. AHE promotes a collective impact on health outcomes in the city of Chicago through an environment that fosters learning, sharing of resources, data and best practices. Swedish Hospital has staff who participate in a variety of sub-groups via AHE including the following: AHE steering committee, food security/food access workgroup, mental health and substance use disorders committee and the CHNA committee. In addition to the above mentioned activities, Swedish Hospital regularly engages in conversation to advocate for community health improvement and support, including attending meetings with the local police districts on safety/community policing and meeting with organizations who serve disadvantaged populations within our community to develop relationships/partnerships to provide preventive health screenings (including mammograms), violence prevention resources, and other free health education offerings throughout the community. Workforce Development-The hospital hosts high school students for a Health Careers Exploration Panel, which features various clinical and nonclinical team members throughout the organization who share insight about their educational background, career path and other practical tips for exploring health care professions. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount Bad debt expense was reported at cost using a cost-to-charge methodology. The Schedule H, Worksheet 2, Ratio of Patient Care Cost-to-Charges calculated to report charity care on Part I, Line 7a was multiplied by the bad debt expense to determine the bad debt expense at cost. Discounts and payments on patient accounts are excluded from bad debt expense in order to reflect the expected amount to be paid. Schedule H, Part III, Line 3 Bad Debt Expense Methodology There are no bad debt amounts included in community benefits. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote See pages 9 and 14-18 of the audited financial statements for footnotes describing accounts receivable and bad debt expense. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The Medicare allowable costs were determined from the amount in the Medicare Cost Report excluding costs already reported on Schedule H, Part I, Line 7f as health professions education and Line 7g as subsidized health services. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance Swedish Hospital is included in the billing and collections policy for Endeavor Health. The policy applies to all patients. Patients are screened for eligibility for financial assistance before collection procedures begin. Financial counseling will be provided to help patients identify available federal or state healthcare coverage programs which may be available to them, as well as to determine eligibility under the financial assistance policy. Collection activity will be placed on hold pending the outcome of these determinations. After a patient meets the qualifications for financial assistance, the account balance is either partially or entirely written off. Any remaining balance would be collected under the existing billing and collections policy. Schedule H, Part V, Section B, Line 16a FAP website - Swedish Hospital: Line 16a URL: endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - Swedish Hospital: Line 16b URL: endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - Swedish Hospital: Line 16c URL: endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment Endeavor Health screens adult patients in many care settings for social drivers of health (SDOH) to identify patients in need and connect them to resources. Collecting SDOH information deepens our understanding of the challenges patients face and guides navigation to critical services. EndeavorHealth screens for five key areas: food insecurity, housing instability, transportation barriers, interpersonal safety and utility difficulties. This data helps us understand patient needs and connect them to essential resources like food pantries. We have launched a Community Health Worker Program to address gaps in cancer screening rates, 30-day readmissions, and chronic disease outcomes, while also strengthening SDOH navigation and connections to community resources. Endeavor Health has a dedicated Community Impact and Engagement team made up of professionals across the system who are committed to strengthening our community's health and wellbeing. Strategic priorities and commitments include: - Community Health Needs Assessment - Identifying and addressing community health needs. - Community Engagement - Convening and connecting people for collective impact. - Community Health and Wellness - Promoting health and wellness through education and outreach. - Community Investment Fund - Investing in local organizations committed to community health and wellbeing. - Anchor Strategy - Leveraging organizational resources to support community health and economic growth. - Community Benefit - Demonstrating community impact. The hospital also convenes a semiannual Community Leader Meeting to ensure accountability to the local communities. These committees advise hospital administration on services and initiatives from a community perspective and identify community resources to improve the overall health of families across the service area. The group is comprised of local social service, education, faith, and other business and community leaders. Swedish Hospital offers a robust array of community health and outreach programs designed to serve the needs of its community, addressing various social drivers of health. These programs are collectively called Community CARE, working both within the health system as well as externally throughout the community in deep partnership with area organizations. Programs include Pathways (identifies and assists patients who are survivors of interpersonal violence), Food Connections (addresses food insecurity and remove food access as a barrier to health), Nutrition and Diabetes Center (provides education, resources and support to patients diagnosed with diabetes), Community Outreach Registered Dietitian (engages in educational activities, outreach and public benefit education), Healthy Chicago Zones (collaborates with community organizations and leaders to address social and environmental issues contributing to health, in partnership with CDPH), Chicago North Side Collaborative (helps reduce barriers to care by embedding specialty care and other supportive services into local Federally Qualified Health Centers, funded by the Illinois Department of Healthcare and Family Services Transformation Funding), Family Connects Chicago (offers comprehensive care including baby and mother health checks, breastfeeding support, guidance on infant care and navigation of community resources and services, in partnership with CDPH and Family Connects International. The System Director of Community Impact and Engagement is on the board of directors of North River Commission (NRC) and Erasing the Distance (ETD) NRC is a local nonprofit social service organization committed to enhancing the wellbeing of the diverse community through collaboration, engagement, and coalition building within the northwest side of Chicago. Areas of focus include economic improvement, affordable housing, health and safety, education, arts and culture and the environment. ETD is nonprofit mental health arts organization which focuses on collecting and sharing stories about mental health in an effort to disarm stigma through immersive multi-media arts installations. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Charity or discounted care is available for medically necessary services as defined by Medicare, to patients who meet the financial and documentation criteria defined below. Each situation is reviewed on an individual case-by-case basis. While not absolutely essential, the need for potential charity or discounted care should be established in advance of admission or rendering of service, or shortly thereafter. Notices in English, Arabic, Assyrian, German, Japanese, Korean, Mongolian, Polish, Russian, Spanish, and Vietnamese about the availability of Charity or Discounted Care are posted in the Emergency Room registration area, and the inpatient and outpatient registration areas. The information is also contained in the Patient Handbook, given to all patients upon inpatient admission. Patients and families are encouraged to speak to a financial counselor for more information and assistance, The Guidelines, along with the financial questionnaire, are posted in English, Arabic, Assyrian, German, Japanese, Korean, Mongolian, Polish, Russian, Spanish, and Vietnamese on the hospital's website. The Swedish Hospital billing statements describes the Financial Assistance program and necessary contact information. Our collection agencies and billing offices also coordinate charity care to potentially eligible patients. In order to be eligible for charity or discounted care, the patient must be willing to provide verification of income by filling out the Patient Financial Statement. The patient is responsible to voluntarily submit any and all documentation in order to be eligible to receive this discount. Swedish Hospital has 5 full-time financial counselors representing our hospitals, clinics, and physician offices. These counselors are responsible for helping patients understand their bills and coordinating financial assistance and insurance eligibility when appropriate. Any uninsured patient admitted to our hospitals or those identified at registration will have their case reviewed by a financial counselor. EHCO has also earned Certified Application Counselor Organization (CACO) status with the Centers for Medicare and Medicaid Services (CMS). Our counselors are certified and capable of helping patients navigate Medicaid and Insurance Exchange options. Swedish Hospital partners with Great Lakes Medicaid with the goal to provide under insured and uninsured patients with insurance coverage through various Medicaid programs. The service is offered to patients receiving care as an inpatient, in the emergency department and in various outpatient departments, and is tailored to guide the patient through a complex application process for applicable federal, state, and community benefit programs. During the registration and information gathering process, the financial counselors determine if the patient qualifies for medical assistance from other existing financial resources such as Medicare, Medicaid, Kid Care, Family Care or other state or federal programs, If the patient refuses to apply for existing financial resources or to provide information necessary to the application process, charity or discounted care cannot be granted. If the application for existing financial resources is denied, or has been previously denied, consideration for charity or discounted care will then be given. Once the Financial Assistance Application form is received, the Financial Service Center determines the eligibility for charity or discount care. SCH suspends the collection process while the Financial Assistance Application is being reviewed. The only criteria considered for Financial Assistance is income and family size. Income is evaluated against the matrix of Federal Poverty Guidelines to determine whether full or partial discount can be approved, Documentation of income is submitted in the form of paycheck stubs, income tax returns, Social Security checks, and/or other documents that are indicative of income. If the information submitted is not perceived to be accurate or reliable, SCH reserves the right to request additional documentation to substantiate income or family size. Patients who are approved for financial assistance and earn a family income less than 200% of the federal poverty guidelines will receive care at no cost for their patient balance after $150 per inpatient stay or outpatient services. The insured patient with a large balance due to deductibles and/or co-payments may be eligible for charity or discounted care. In order to qualify, the patient must complete the Patient Financial Statement and return it to the financial counselors for evaluation and recommendation. No legal action is taken against uninsured patients for the first one hundred twenty (120) days after discharge. In addition to the formal application process for Financial Assistance, Swedish Hospital may also grant Financial Assistance on a presumptive basis. Presumptive Financial Assistance approvals are based upon individual life circumstances such as enrollment in low-income government programs with income eligibility below 200 percent of federal poverty level income guidelines or verification of financial indigence through a credit rating agency and their calculated healthcare credit score. Patients who have a family income that is no more than 600% of the Federal Poverty Guidelines (as determined each year), and who do not have any health insurance (or coverage under workers' compensation, accident liability insurance, or other third party liability) as documented through SCH's insurance verification procedures, receive a discount in accordance with the Hospital Uninsured Patient Discount Act (210 ILCS 89/) (the Act). Schedule H, Part VI, Line 4 Community information The Swedish Hospital service area is composed of 13 ZIP codes, with a total population of nearly 700,000. These ZIP codes encompass fourteen community areas in Chicago - Albany Park, Avondale, Edgewater, Forest Glen, Irving Park, Jefferson Park, Lake View, Lincoln Square, North Center, North Park, Portage Park, Rogers Park, Uptown, West Ridge - and the village of Lincolnwood. This community definition was determined because most of Swedish's patients originate from these areas. The Swedish service area population is projected to decrease slightly over the next five years. The highest utilizers of health care services are patients 65 and over, and this age group is expected to grow 11.7% over the next five years. The number of residents in age group 0-17 and 18-44 is expected to decrease 3.5% and 6.0% respectively, while age group 45-64 will increase 4.4%. The male population in the Swedish service area is slightly higher than the female population and is projected to decline slightly along with the female population over the next five years. The Swedish service area is primarily Non-Hispanic/Latino White (42%) but also has substantial Hispanic/Latino population (34%). The Hispanic/Latino population is projected to grow nearly 5% over the next five years, while Non-Hispanic/Latinos are projected to decrease 3% driven by Non-Hispanic/Latino White. There is a small growth projected in nearly all education levels within the service area over the next five years. "Greater than Bachelor's Degree" level is expected to slightly decline. The unemployment rate in the Swedish service area is 0.6% less than Illinois and 0.5% above Endeavor Health service area. Unemployment rates are projected to grow about 1% by 2027 in the Swedish service area, Endeavor Health service area and Illinois. The number of households in upper income brackets ($100,000+ annual income) is projected to increase while all lower income brackets are projected to decrease. The average household income in the Swedish service area is $110,620 while the median household income is $76,189. Household income levels in the Swedish area are less than Illinois for households making $100,000 or more but are projected to increase and exceed Illinois over the next five years. Note that 34% of households in the Swedish service area have a household income of less than $50,000 - compared to 25% within the Endeavor Health service area and 33% within Illinois overall. Residents within the Swedish service area living below 200% of the poverty level are greater than the Endeavor Health service area as well as Illinois overall. Additionally, some ZIP codes in Swedish's service area have as high as 42.3% of residents living below 200% of the poverty level. The percentage of uninsured residents in the Swedish service area is higher than both the Endeavor Health service area and the Illinois average and ranges from 5.4% to 16.8%, an indicator of the disparities that exist within the communities we serve. The percentage of residents with limited English proficiency in the Swedish service area is higher than both the Endeavor Health service area and the Illinois average and ranges from 2.8% to 18.4%, an indicator of the disparities that exist within the communities we serve. Other hospitals serving the Swedish Hospital community include: - Advocate Illinois Masonic - Advocate Lutheran General - Ascension Resurrection - Ascension St. Francis - Ascension St. Joseph - Community First Medical Center - Thorek - Weiss Federally Qualified Health Centers and Other Safety Net Providers serving the Swedish Hospital community include: - Asian Human Services Family Health Center - Erie Family Health - Hamdard Health Alliance - Howard Brown Health - Tapestry 360 Health - Midwest Refuah Health Center - American Indiana Health Service of Chicago Within Swedish Hospital's service area, there are three federally-designated medically underserved areas. Schedule H, Part VI, Line 5 Promotion of community health The hospital furthers its exempt purpose by promoting the health of its community in many ways as follows: 1. A majority of the governing body of the hospital is comprised of persons who reside in the primary service area and are neither employees nor independent contractors of the organization, nor family members thereof. The organization extends medical staff privileges to all qualified physicians in its community for all departments. As a Not-For-Profit Organizations, the hospital reinvests earnings in the organization to maintain and enhance services that benefit the community served by the hospital. The organization develops and updates a strategic plan on a regular basis to identify needs and opportunities to deploy excess funds. Projects are evaluated based on organizational objectives and community needs, and are prioritized by senior management and the board of trustees. 2. The Endeavor Health Community Investment Fund is a dedicated resource aimed at fostering health and wellness, addressing social drivers of health (SDOH) and improving access to quality healthcare within our community. By strategically allocating these funds, we support local initiatives, partnerships and non-profit organizations that respond to priority community health needs. Whether it's funding for preventive health programs, grants for community health education or resources for mental health initiatives, our goal is to provide the supportive framework that helps community members thrive. During 2024, CIF partnerships in the communities served by the hospital included: - Between Friends - Expanded domestic violence support programs to end the cycle of abuse, including a 24-hour helpline and counseling services. Funds supported a bilingual counselor, financial empowerment workshops and wellbeing programs for domestic violence survivors and their families. - The Friendship Center - Supported food insecure populations through an enhanced facility, mobile outreach and connection to public benefits and resources in Chicago. The center is reaching capacity as need continues to drastically increase annually. In 2024, distributed more than 1.2M pounds of food to neighbors in need, which is nearly a 15% increase over the previous year and helped connect 700+ neighbors to SNAP benefits. - Lutheran Social Services of Illinois - Expanded access to behavioral health care at LSSI's Welcoming Center, a walk-in community mental health clinic that provides counseling, crisis intervention, psychiatric serves, and follow-up to hospitalizations. In 2024, expanded Welcoming Center hours to include Saturdays and Sundays that resulted in 200+ additional client encounters compared to previous year. - Howard Brown Health - Upskilled and expanded capacity to treat people experiencing complex trauma. In 2024, served 550+ new clients through behavioral health provider position. - Marjorie Kovler Center - Focused on improving mental health of youth through school-based trauma-informed services and capacity building for caregivers and staff. In 2024: 88 school personnel trained in trauma-informed services for youth and their families. - Midwest Refuah Health Center - Provided accessible, affordable, culturally sensitive primary, preventive and specialty medical, dental and behavioral healthcare to under-resourced, un/underinsured community members. In 2024: 2,800+ unique patients and 13,000+ total patient visits. Achieved FQHC Look-Alike status as of 12/12/2024. - ONE Northside - Engaged 187 participants in violence prevention programing under the age of 25 in addition to 45 Senn High School youth enrolling in the mentor program. 3. The System Office of Community Health Equity & Engagement (SOCHEE) is the governing body that provides thought leadership and shares best practices to inspire and drive equity and inclusion internally and externally. The hospitals senior executives are part of SOCHEE and help support this important work. The three key components of SOCHEE are Community Impact and Engagement (focused on our community), Health Equity (focused on our patients) and Diversity, Equity and Inclusion (focused on our team members). 4. Endeavor Health is a member of the Healthcare Anchor Network which catalyzes health systems individually and collectively to leverage their hiring, purchasing, investing, and other key institutional assets to create stronger local economies that sustain healthy communities. This intentional commitment creates partnership with the community for mutual benefit. 5. The hospital's competent and committed professional nursing staff provides their time and expertise to serve as clinical preceptors for nursing students who come to the organization to complete their clinical practicum requirements. The hospital remains committed to these efforts and strategic programs because they are inextricably linked to supporting the ever-growing need for nurses, which in turn improves access to healthcare for the patients and families served. The hospital is also a clinical rotation site for interns in many other healthcare areas such as radiology, lab, physical therapy, pharmacy and more. Clinical preceptors provide one-on-one teaching with student(s) assigned to them during the clinical practicum. The preceptors develop plans and teaching techniques for each student to achieve an environment conducive for learning. 6. The hospital operates an emergency department that is open 24 hours a day, seven days a week and serves all persons regardless of their ability to pay. 7. A standing Community & Mission Committee of the hospital board oversees and evaluates community outreach programs and services, as well as pastoral care and chaplaincy offerings. The committee reviews the community health needs assessment and ensures the implementation plan addresses identified needs. The committee, comprised of board members, senior executives, physicians and staff, provides oversight in monitoring and evaluating the effectiveness of strategies and initiatives which serve and support the community, especially those who are under-resourced. Schedule H, Part VI, Line 6 Affiliated health care system Swedish Hospital is part of Endeavor Health. The core mission of Endeavor Health is to "help everyone in our communities be their best." Endeavor Health is a Chicagoland-based integrated health system driven by our mission to help everyone in our communities be their best. As Illinois' third-largest health system and third-largest medical group, we proudly serve an area of more than 4.2 million residents across seven northeast Illinois counties. Our more than 27,600 team members, including more than 1,700 employed physicians, are the heart of our organization, delivering seamless access to personalized, pioneering, world-class patient care across more than 300 ambulatory locations and nine hospitals, including eight Magnet-recognized acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights), Skokie and NorthShore (Chicago) and Linden Oaks Behavioral Health Hospital (Naperville). The Endeavor Health service area is composed of 171 ZIP codes across nearly 75 miles, with a total population of nearly 4.2 million. In 2024, Endeavor Health Swedish Hospital conducted a comprehensive Community Health Needs Assessment (CHNA) to identify and prioritize key health issues of the surrounding communities. Endeavor Health conducted this CHNA as part of a simultaneous, system-wide approach to our four CHNAs across the Endeavor Health service area. The insights gained through this assessment guide the development of an implementation strategy to address priority concerns from 2025-2027. The 2024 CHNA serves as a tool toward reaching three basic goals: - To improve residents' health status, increase their life spans and elevate their overall quality of life. A healthy community is not only one where its residents suffer little from physical and mental illness, but also one where its residents enjoy a high quality of life. - To reduce the health disparities among residents. By gathering demographic information along with health status and behavior data, it will be possible to identify population segments that are most at-risk for various diseases and injuries. Intervention plans aimed at prioritizing these individuals may then be developed to address some of the socio-economic factors which have historically had a negative impact on residents' health. - To increase accessibility to preventive services for all community residents. More accessible preventive services will prove beneficial in accomplishing the first goal (improving health status, increasing life spans, and elevating the quality of life), as well as lowering the costs associated with caring for late-stage diseases resulting from a lack of preventive care. Schedule H, Part VI, Line 7 State filing of community benefit report IL true Erie Family Health Center 1701 W Superior Street 3rd Floor Chicago IL 60622 363088628 501(c)(3) 1028333 Healthcare services to medically underserved 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds The mission of Swedish Covenant Health is to provide excellent healthcare services for our culturally diverse community. In pursuit of this mission, the hospital will fund or otherwise sponsor programs which advance our mission. If a grant is approved by the Board of Directors, yearly progress reports will be required, with a final report required at the conclusion of the project. An annual audit may be requested, if appropriate. true true false false false false false true false Gerald P Gallagher System President and CEO 0 2140745 0 1368001 0 50517 0 1594714 0 37649 0 5191626 0 823637 Jonathan Lind Director and President, Swedish Hospital 434903 0 132167 0 20274 0 117281 0 25614 0 730239 0 126877 0 Jeffrey C Cilley Director 0 799233 0 113827 0 6521 0 20700 0 19378 0 959659 0 0 Mahalakshmi Halasyamani Director 0 884812 0 383356 0 8420 0 494592 0 9474 0 1780654 0 352072 Kristen Murtos Director 0 782140 0 348314 0 7023 0 441565 0 34362 0 1613404 0 0 Anthony Guaccio Former Officer 25787 0 206616 0 797481 0 43228 0 713 0 1073825 0 197042 0 Shivani Bautista System Chief Legal Officer/Secretary 0 571083 0 230380 0 1561 0 388155 0 33444 0 1224623 0 0 Douglas D Welday System Treasurer and CFO 0 976106 0 398335 0 479793 0 303146 0 27240 0 2184620 0 367572 Kathryn Donofrio Senior VP, Chief Nursing Officer 265539 0 70996 0 10489 0 0 0 21875 0 368899 0 0 0 Bruce McNulty Chief Medical Officer 457107 0 168609 0 6942 0 0 0 28595 0 661253 0 73105 0 Shameem A Abbasy VP, Clinical Quality and Transformation 429871 0 118581 0 3104 0 0 0 26534 0 578090 0 0 0 Richard Cunningham Director, Rehabilitation Services 214829 0 34063 0 1033 0 0 0 30914 0 280839 0 0 0 Alicia Juska Director, Pharmacy 201815 0 30901 0 3952 0 0 0 18452 0 255120 0 0 0 Saliba Kokaly AVP, Operations 261923 0 101135 0 14161 0 0 0 26415 0 403634 0 0 0 Noly Grace Lagrosa RN House Operations Administrator 212727 0 26723 0 3944 0 0 0 27939 0 271333 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation A detailed compensation review of the top executives, including the Chief Executive Officer, is conducted annually. Market data is collected and assessed by an external independent compensation consultant who specializes in compensation consulting within the healthcare industry. The work product from this study is reviewed separately with Endeavor Health legal counsel. Market data for base and variable compensation is assessed annually for integrated delivery systems and academic medical centers that are similar in size and complexity. The market assessment includes assessing job content in order to make appropriate market data comparisons. Specific recommendations are then reviewed, discussed and approved as appropriate with the Endeavor Health Compensation Committee, in session with legal counsel present, in advance of implementation. Schedule J, Part I, Line 4a Severance or change-of-control payment The following individual received a severance payment based upon mutually agreed-upon separation agreement entered into with the organization: Anthony Guaccio - $710,673 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The Legacy SERP for Swedish Executives was created effective January 1, 2020. Benefits under the SERP generally vest on the first day of the month following the completion of four years after the year of the contribution. However, participant will automatically vest in his or her account balance in the event of involuntary separation from service not for cause, separation for good reasons or his or her attainment of age 62 while still employed by Endeavor Health. Participants who voluntarily resign or are terminated with cause forfeit any amounts that are not vested. The following individual received a payment from a supplemental nonqualified retirement plan during 2024: Anthony Guaccio - $179,397 ($175,732 was reported as taxable compensation during a prior year) The Legacy Target Benefit SERP was established in 2017. A participant generally becomes vested in amounts credited to their account upon attainment of specified ages. The following individuals participated in the Target Benefit SERP and below is the deferred compensation as defined in the instructions for 2024: Mahalakshmi Halasyamani - $222,465 Kristen Murtos - $189,166 An Endeavor Health Defined Contribution Supplemental Executive Retirement Plan (DC SERP) was created and effective in 2024. A participant generally becomes vested in their deferred compensation for a year on the last day of the fifth calendar year after the year of the deferred compensation. A participant may become vested in their deferred compensation under the DC SERP upon death, disability, or attainment of age 62. A participant who has attained age 62 receives a payment of their DC SERP benefit each year after attaining age 62. Participants who voluntarily resign or are terminated with cause forfeit any amounts that are not vested. The following individuals participated in a supplemental nonqualified retirement plan and below is the deferred compensation as defined in the instructions for 2024: Gerald P. Gallagher - $757,674 Shivani Bautista - $248,338 Jonathan Lind - $96,581 The following individuals received payments from a supplemental nonqualified retirement plan reported as taxable compensation: Douglas D. Welday - $465,005 Schedule J, Part I, Line 7 Non-fixed payments The organization provides incentive payments to certain employees after operating and performance goals are achieved. Incentive payment plans are reviewed and approved by the compensation committee of the board of directors. Tony Donofrio Family member of Kathryn Donofrio, Key Employee 92556 Employment false Antonio Medina Family member of Bruce McNulty, Key Employee 51440 Employment false Michelle Gregorio Family Member - Jeffrey Tilkin, Director 76406 Employment false Form 990, Part III, Line 1 Organization's Mission Swedish Covenant Health (Swedish Hospital) follows the mission of Endeavor Health. The mission of Endeavor Health is to "help everyone in our communities be their best." Central to this mission is a commitment to providing clinical programs and services that meet community health needs, while also pursuing continuous improvement to identify and understand future needs. Form 990, Part III, Line 4 Program Service Description Endeavor Health Swedish Hospital, which opened in 1886, serves the culturally-diverse residents of Chicago's north and northwest side communities as a safety-net hospital, with a full-service hospital campus located in the Lincoln Square neighborhood. Swedish Hospital offers advanced clinical care in more than 50 medical specialties, which includes the Jack and Mayora Rosenberg Women's Health Center, offering 3-D mammography, and their Joint Commission-certified Primary Stroke Center. Swedish provides a full range of comprehensive health and wellness services offering 150+ wellness programs annually, and Chicago's only certified medical fitness center, Galter Life Center, and is one of six regional leads for Healthy Chicago Equity Zones. During 2024, Swedish Hospital total admissions were 10,841 and total inpatient days were 39,715. Physical Medicine/Rehab Services - Swedish Hospital is dedicated to providing a comprehensive Rehab Unit that combines the disciplines of physical therapy, speech therapy, occupational therapy and social work to help patients regain their strength and skills. The Rehab unit features a special room that simulates a home environment so patients can practice with home-like carpeting, furniture and fixtures while supervised by nurses. During 2024, 189,462 inpatient and outpatient treatments for rehab, speech and occupational therapy were provided for a total cost of $7,017,291. Cardiac Care and Rehab - The Cardiac Rehabilitation program offered by Swedish Hospital has improved the lives of many individuals with such innovative programs as "coronary Heart Disease Reversal." Swedish Hospital also offers a state-of-the-art Cardiac Catheterization Lab, and other diagnostic and preventive programs. During 2024, Swedish Hospital performed 2,788 procedures in the Cardiac Catheterization Lab for a total cost of $13,174,876. In addition to the program services listed above, Swedish Hospital also offers health screenings, health promotions, education, and prevention services. Swedish Hospital offers year-round health screenings to members of the community. Blood pressure screening events are provided in collaboration with the hospital's Stroke Education Coordinator. Each year free or reduced-cost cancer screenings are offered to the community. These included prostate, skin, cervical and breast screenings. Additionally, dozens of programs led by physicians, nurses, dietitians, personal trainers and other clinicians and experts from the hospital address topics of cancer prevention, treatment, nutrition, fitness and other healthy lifestyle recommendations. During 2024, Swedish Hospital hosted 79 programs at the Community Wellness Center on the hospital campus, with a total of 148 sessions. Additionally, Swedish Hospital participated in dozens of community outreach events in collaboration with community partners to serve thousands of local community members. Programs included health fairs, health education seminars, screenings and other health related activities. Community Wellness and Prevention programs continue to serve the community with more than 100 events held at the Hospital or in the community through collaboration with community partners. These events include health fairs, screenings, daytime and evening lectures, seminars, classes, Speakers' Bureau presentations, children's events and other health related activities. Throughout the year the Hospital collaborated with dozens of community organizations to provide wellness and prevention programs. Medical Education Swedish Hospital is a teaching hospital and part of Endeavor Health, with residency programs in emergency medicine, family medicine, internal medicine, and podiatric medicine and surgery. Swedish Hospital also has fellowship programs in critical care medicine and pulmonary critical care medicine. Swedish Hospital utilizes board-certified physicians who are either independent contractors or are employed by Endeavor Medical Group, to provide teaching, training and supervision of the residents in Swedish Hospital's Family Medicine (17 residents), Internal Medicine (30 residents), Podiatric Medicine and Surgery (6 residents) residency programs as well as the Critical Care (3 fellows) and Pulmonary Critical Care Fellowships (3 fellows). Swedish Hospital has an affiliation agreement with McGaw, the postgraduate arm of Northwestern University, to be a training site for their family medicine residents. Surgical residents from the Ascension St Joseph's general surgery residency program also rotate at Swedish Hospital. OBGYN residents from UIC also rotate at Swedish Hospital. Swedish Hospital is also a training site for students of three medical schools; Chicago College of Osteopathic Medicine (33), and Arizona College of Osteopathic Medicine (15), both part of Midwestern University, and for the University of Nicosia (40). Form 990, Part VI, Line 15 Process to Establish Compensation of CEO and Other Employees A detailed compensation review of the top executives, including the Chief Executive Officer, is conducted annually. Market data is collected and assessed by an external independent compensation consultant who specializes in compensation consulting within the healthcare industry. The work product from this study is reviewed separately with Endeavor Health legal counsel. Market data for base and variable compensation is assessed annually for integrated delivery systems and academic medical centers that are similar in size and complexity. The market assessment includes assessing job content in order to make appropriate market data comparisons. Specific recommendations are then reviewed, discussed and approved as appropriate with the Endeavor Health Compensation Committee, in session with legal counsel present, in advance of implementation. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Kurt D Anderson and Lawrence P Anderson - Family relationship, Kristen Murtos and Mahalakshmi Halasyamani - Business relationship Form 990, Part VI, Line 4 Significant changes to organizational documents The bylaws were amended to reflect the change in naming conventions for the system parent, Endeavor Health. The bylaws were also amended to define term lengths for Directors, remove the Executive and Strategic Planning Committees of the Board, and adjust the Swedish Hospital leadership roles to reflect System alignment across leadership. Form 990, Part VI, Line 6 Classes of members or stockholders The sole member is Endeavor Health Clinical Operations. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The system parent, Endeavor Health, elects the Board of Directors. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Endeavor Health, through action of the Endeavor Health Board of Directors or President & CEO, holds the following reserved powers over Swedish Covenant Health. - Develop, approve and modify annual operating and capital budgets and strategic plans for the Corporation and its Affiliate Entities - Determine all material changes in the clinical programs and services to be provided by the Corporation and its Affiliate Entities, including the establishment, expansion, reconfiguration, reduction or discontinuation of clinical programs and services - Any discontinuation of a "category of service" (as defined by the Illinois Health Facilities Services Review Board) and any closure or permanent repurposing of any material licensed health care facility owned or operated by the Corporation and its Affiliate Entities - Initiate and/or approve amendments or restatements of the governing documents of the Corporation and its Affiliate Entities - Establish or change existing medical education programs - Approve indebtedness and unbudgeted capital expenditures above a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time - Establish, amend or terminate third-party payor relationships of the Corporation and its Affiliate Entities - Approve ordinary course of business contractual relationships between the Corporation and/or its Affiliate Entities and a third party involving: (1) consideration in excess of a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time, (2) a restrictive covenant applicable to the Corporation and/or its Affiliate Entities; or (3) a term in excess of three (3) years that cannot be terminated without cause - Approve any changes to any of the Corporation's or Affiliate Entities' employee benefit or compensation plans or executive agreements - Approve any agreement involving the licensing of trademarks or intellectual property to or from a third party - Hire, terminate and evaluate the terms of employment for the Corporation's President and Chief Executive Officer and the President and Chief Executive Officer of the Affiliate Entities, as applicable - Approve any real property acquisitions, dispositions or lease transactions of the Corporation and its Affiliate Entities above a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time, as well as any mortgage or encumbrance of real property of the Corporation and its Affiliate Entities above a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time - Evaluate and approve any acquisition, affiliation, joint venture, merger, corporate consolidation or restructuring, sale of all or substantially all of the assets or similar transaction by or involving the Corporation and/or its Affiliate Entities, as well as any dissolution, liquidation or termination of any affiliation or joint venture by or involving the Corporation and/or its Affiliate Entities - Select the auditor for, and approval of all audits of, the Corporation and its Affiliate Entities - Select outside legal counsel and approve any waiver, settlement or compromise of any legal proceeding, suit, claim, regulatory or other action involving the Corporation and/or its Affiliate Entities if the amount in controversy is in excess of a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time - Approve the filing of any petition for bankruptcy of the Corporation and/or any of its Affiliate Entities. - Approve the nomination and/or remove with cause any member of the board of directors of the Corporation or its Affiliate Entities - Establish and ensure implementation of system-wide quality standards that protect and enhance the Corporation's and Affiliate Entities' brands - Establish and ensure implementation of financial goals and standards that protect and enhance the operations of the Corporation and its Affiliate Entities, and - Determine the extent to which and the manner in which the powers described in this section which are reserved to the System Parent with respect to the Corporation and its Affiliate Entities are to be exercised by the System Parent. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 was reviewed by executive management and an outside accounting firm. The Form 990 was then provided to the Endeavor Health's Board of Trustees for review for the ability to ask questions of management prior to filing. Form 990, Part VI, Line 12c Conflict of interest policy All officers, directors and employees are required to report potential conflicts of interest to the Compliance Officer when his/her circumstances could create a conflict of interest, or prior to their arising, so that the health system can proactively review the report to identify actual and potential Conflicts of Interest. In addition, on an annual basis, members of the Board of Directors, Corporate Officers, and other key employees will be provided with a Conflict of Interest Questionnaire, which is used for purposes of reporting potential Conflicts of Interest. Subsequent to reporting, and depending on the nature of the matter, the Compliance Officer will review the reported information and arrive at a determination regarding the matter based upon his/her knowledge of the organization and/or in consultation with other members of management. Determinations will be reviewed with the Executive Leadership Team or designee for members of management, all categories of physicians, and the Board of Directors. Determinations will be reviewed with the Board of Directors for senior management and members of the Board of Directors. If it is determined that a Conflict of Interest exists, appropriate mitigating or remedial measures may be taken through a management plan. If a management plan has yet to be developed and the individual is involved in discussion related to his/her conflict, the individual must disclose the Conflict of Interest to those involved in the conversation and must recuse him/herself from participating in the conversation and making a decision on behalf of the health system. If this conversation takes place at a Board meeting, the minutes of the meeting should reflect the fact that the Conflict of Interest has been disclosed and the individual has recused him/herself. If the issue or circumstances cannot be adequately addressed through a management plan or if the proposed or actual arrangement is inconsistent with the health system's Guiding Principles for Conflicts of Interest, the conflict will be eliminated. Disclosure of the management plan may be made to appropriate individuals or committees, which may include patients, students, a department, group, or others as necessary. Monitoring and oversight of Conflicts of Interest and management plans will be conducted by the Executive Leadership Team. In the event that an individual engages in prohibited activities or does not provide prompt or transparent Reporting in compliance with this policy or does not comply with a determination and/or management plan, a review will be performed and appropriate corrective action may be taken, including retraining, referral for further action, termination of employment, termination of the agreement with the health system, or removal from the Board of Directors. Form 990, Part VI, Line 19 Required documents available to the public The governing documents, conflict of interest policy, and financial statements are available to the public upon request. The annual audit report and financial statements are also available to the public through GuideStar and the Illinois Attorney General's Office websites as part of the state filing. Form 990, Part VIII, Line 2f Other Program Service Revenue Medical Education - Total Revenue: 2286703, Related or Exempt Function Revenue: 2286703, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Home Health Care and Hospice - Total Revenue: 1287367, Related or Exempt Function Revenue: 1287367, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Total Revenue: 281951, Related or Exempt Function Revenue: 281951, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Net Asset Transfers with Swedish Covenant Hospital Foundation - 250657; Adjustment for pledges and irrevocable trust - 159516; Total - 410173; Endeavor Health Medical Group 3040 W Salt Creek Lane Arlington Heights IL 60005 363738206 Healthcare IL 501(c)(3) 10 Endeavor Health Clinical Operations true Endeavor Health Clinical Operations 3040 W Salt Creek Lane Arlington Heights IL 60005 362167060 Healthcare IL 501(c)(3) 3 Endeavor Health false Radiation Medicine Institute 3040 W Salt Creek Lane Arlington Heights IL 60005 363815543 Healthcare IL 501(c)(3) 10 Endeavor Health Clinical Operations true Swedish Covenant Hospital Foundation 5145 N California Avenue Chicago IL 60625 205055155 Support of Swedish Covenant Health IL 501(c)(3) 7 Swedish Covenant Health true Northwest Community Healthcare 3040 Salt Creek Lane Arlington Heights IL 60005 363125209 Support of Northwest Community Hospital IL 501(c)(3) Type II Endeavor Health Clinical Operations true Northwest Community Hospital 3040 Salt Creek Lane Arlington Heights IL 60005 362340313 Hospital IL 501(c)(3) 3 Northwest Community Healthcare true Northwest Community Hospital Foundation 3040 Salt Creek Lane Arlington Heights IL 60005 363125193 Fundraising IL 501(c)(3) 7 Northwest Community Healthcare true Endeavor Health 3040 W Salt Creek Lane Arlington Heights IL 60005 874520691 Healthcare System Parent IL 501(c)(3) Type III-FI NA false Naperville Psychiatric Ventures 801 South Washington Street Naperville IL 60540 363965251 Hospital IL 501(c)(3) 3 Edward Health Ventures true Edward-Elmhurst Healthcare 801 South Washington Street Naperville IL 60540 363513954 Healthcare IL 501(c)(3) Type II Endeavor Health true Edward Hospital 801 South Washington Street Naperville IL 60540 363297173 Hospital IL 501(c)(3) 3 Edward-Elmhurst Healthcare true Edward Foundation 801 South Washington Street Naperville IL 60540 363723705 Fundraising IL 501(c)(3) 7 Edward-Elmhurst Healthcare true Edward Health Ventures 801 South Washington Street Naperville IL 60540 581672987 Supporting Org IL 501(c)(3) Type II Edward-Elmhurst Healthcare true Edward Health and Fitness Center 801 South Washington Street Naperville IL 60540 363555528 Healthcare IL 501(c)(3) 10 Edward Health Ventures true Edward Ambulance Services LLC 801 South Washington Street Naperville IL 60540 452389060 Healthcare IL 501(c)(3) 10 Edward Hospital true Elmhurst Memorial Healthcare 155 East Brush Hill Road Elmhurst IL 60126 364037473 Supporting Org IL 501(c)(3) Type II Edward-Elmhurst Healthcare true Elmhurst Memorial Hospital 155 East Brush Hill Road Elmhurst IL 60126 362167784 Hospital IL 501(c)(3) 3 Elmhurst Memorial Healthcare true Elmhurst Memorial Hospital Foundation 155 East Brush Hill Road Elmhurst IL 60126 363083197 Fundraising IL 501(c)(3) 7 Elmhurst Memorial Hospital true Ravine Way Surgery Center LLC 2305 Ravine Way Glenview IL 60025 201245279 Healthcare IL Endeavor Health Clinical Operations N/A NWC Day Surgery Center II LLC 3040 Salt Creek Lane Arlington Heights IL 60005 300798249 Outpatient Care IL Northwest Community Healthcare N/A Northwest Endo Center LLC 3040 Salt Creek Lane Arlington Heights IL 60005 812338623 Surgical Care IL NWC Health Services Inc N/A Envision Medical Imaging LLC 8930 Waukegan Road Suite 130 Morton Grove IL 60053 822067179 Imaging Services IL NWC Health Services Inc N/A Elmhurst Outpatient Surgery Center LLC 1200 South York Road Suite 1400 Elmhurst IL 60126 364150045 Surgery Center IL Elmhurst Memorial Healthcare N/A Midwest Endoscopy LLC 1243 Rickert Drive Naperville IL 60540 208292570 Healthcare IL Edward Health Ventures N/A RHHI Holdco LLC 400 Northpoint Circle Suite 203 Seven Fields PA 16046 873745286 Healthcare IL NA N/A Residential Home Health Illinois LLC 5440 Corporate Drive Suite 400 Troy MI 48098 270179825 Healthcare IL NA N/A Swedish Covenant Management Services Inc 5145 N California Avenue Chicago IL 60625 364073303 Physician Practice Management IL Swedish Covenant Health C Corporation 13021380 218359318 1 true Swedish Covenant Physician Partners Ltd 5145 N California Avenue Chicago IL 60625 363120220 Managed Healthcare Provider IL Swedish Covenant Health C Corporation 249687 7227640 1 true NorthShore Legacy NPA Inc 3040 W Salt Creek Lane Arlington Heights IL 60005 363648026 Healthcare IL Endeavor Health Medical Group C Corporation true NorthShore Physician Associates Value Based Care LLC 3040 W Salt Creek Lane Arlington Heights IL 60005 822268872 Healthcare IL Endeavor Health Physician Partners LLC C Corporation true NorthShore University HealthSystem Insurance International Governors Square Building 4 Grand Cayman CJ 980419452 Insurance CJ Endeavor Health Clinical Operations C Corporation true Northwest Community Health Services Inc 800 West Central Road Arlington Heights IL 60005 363312906 Healthcare IL Northwest Community Healthcare C Corporation true EEH SPC - Segregated Portfolio A Governors Square Building 4 Floor 2 Grand Cayman CJ 981238485 Insurance CJ Edward-Elmhurst Healthcare C Corporation true EEH SPC - Segregated Portfolio B Governors Square Building 4 Floor 2 Grand Cayman CJ 981185160 Insurance CJ Edward-Elmhurst Healthcare C Corporation true EEH SPC - Segregated Portfolio D Governors Square Building 4 Floor 2 Grand Cayman CJ Insurance CJ Edward-Elmhurst Healthcare C Corporation true DuPage Medical Group Portfolio Insurance Company PO Box 1051 Grand Cayman CJ KY1102 Insurance CJ Edward-Elmhurst Healthcare C Corporation true Elmhurst Memorial Health Technologies LLC 855 North Church Court Elmhurst IL 60126 363229839 Practice Management IL Elmhurst Memorial Healthcare C Corporation true false false false false false false false false false false false false false false false false false true true Swedish Covenant Hospital Foundation S 250657 FMV